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FROM AACR2 to RDA

The purpose and structure of RDA

This work is licensed under the Creative Commons Attribution 3.0


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Overview
Background
Purpose
FRBR Refresher
RDA Structure
Key differences from
AACR2
Background
Background

History in brief
• Late 1990s – future of AACR2?
• 2004 – AACR3 draf
• 2005 – Decision to develop RDA
• 2010 – RDA published.
Background

Paris Principles (1961)

ICP - International Cataloguing Principles (2009)

ISBDs (from 1971 onwards) – Format specific

Single format neutral ISBD (2009)


Background

FRBR family
• Functional Requirements for Bibliographic
Records – 1998
• Functional Requirements for Authority Data –
2009
• FRSAD – Functional Requirements for Subject
Authority Data – 2010
World wide web of
information
Semantic
web

Metadata RDF

standards

Linked
Data
Purpose
Purpose

Focus on user
• Each section explicitly related to user
tasks
• Fewer abbreviations and omissions
• No limitations on number of access
points
Purpose

New way of thinking about data


• Application of FRBR/FRAD
• Format neutral
• More cataloguer’s judgement
Purpose

Content standard
• “What” to record, not “how”
• Independent of encoding schema
• Adaptable and sharable in a digital world
FRBR Refresher
FRBR
Refresher
ENTITIES
• Key “things” of interest to users
3 groups:
Group 1 (Resources) - Work, Expression,
Manifestation, Item
Group 2 (Agents) - People, families, corporate
bodies
Group 3 (Subjects) - Concepts, objects, events,
places
FRBR
Refresher

RELATIONSHIPS
• The relationships that the entities have
with other entities
Resources Agents
Subjects
Other resources
Agents, subjects Other agents/subjects
FRBR
Refresher

USER TASKS
• What users need to do
Resources Other entities
• Find • Find
• Identify • Identify
• Select • Contextualise (RDA: Clarify)
• Obtain • Justify (RDA: Understand)
RDA Structure
RDA
Structure

• Description • Access
– ISBD elements – choice of access
– classes of material points
– mode of issuance – form of headings
– type of description – references

Source: Adapted from AACR2 versus RDA by Tom Delsey. May 29, 2009
RDA
Structure
AACR2 - Part I
1. General Rules for 7. Motion Pictures and
Description Videorecordings
2. Books, Pamphlets, and 8. Graphic Materials
Printed Sheets 9. Electronic Resources
3. Cartographic Materials 10. Three-Dimensional
4. Manuscripts Artefacts and Realia
5. Music 11. Microforms
6. Sound Recordings 12. Continuing Resources
13. Analysis
Source: Adapted from AACR2 versus RDA by Tom Delsey. May 29, 2009
RDA
Structure
AACR2 - Part I
1. General Rules for 7. Motion Pictures and
DVD
Description Videorecordings

WEBSITE PDF
2. Books, Pamphlets, and 8. Graphic Materials
Printed Sheets 9. Electronic Resources
3. Cartographic Materials 10. Three-Dimensional
4. Manuscripts Artefacts and Realia
Online
5. Music 11. Microforms
6. Sound Recordings CD-ROM
12. Continuing Resources
13. Analysis
RDA
Structure
AACR2 - Part I
1. General Rules for 7. Motion Pictures and
Description Videorecordings
2. Books, Pamphlets, and 8. Graphic Materials
Printed Sheets 9. Electronic Resources
3. Cartographic Materials 10. Three-Dimensional
4. Manuscripts Artefacts and Realia
5. Music 11. Microforms
6. Sound Recordings 12. Continuing Resources
13. Analysis
RDA
Structure

Catalogue record Set of data elements

FRBR/FRAD
Format-based Format neutral
RDA
Structure

AACR2 RDA
• Description • Description
– ISBD elements – attributes of FRBR entities
– classes of material – types of content and carrier
– mode of issuance – mode of issuance
– type of description – type of description

• Access • Access
– choice of access points – FRBR relationships
– form of headings – attributes of FRAD entities
– References – FRAD relationships
– subject relationships*

Source: Adapted from AACR2 versus RDA by Tom Delsey. May 29, 2009
RDA
Structure

Source: Adapted from AACR2 versus RDA by Tom Delsey. May 29, 2009
Attributes – Chapters 1-17

• Manifestations and items


• Works and expressions
• Persons, families and corporate bodies
• Places, objects, concepts, events. Future
Attributes – Chapters 1-17

Screen image from the RDA Toolkit (www.rdatoolkit.org) used by permission of the Co-
Publishers for RDA (American Library Association, Canadian Library Association, and CILIP:
Chartered Institute of Library and Information Professionals)
Attributes – Chapters 1-17

Screen image from the RDA Toolkit (www.rdatoolkit.org) used by permission of the Co-Publishers for RDA (American Library Association,
Canadian Library Association, and CILIP: Chartered Institute of Library and Information Professionals)
Attributes – Chapters 1-17

Screen image from the RDA Toolkit


(www.rdatoolkit.org) used by permission of
the Co-Publishers for RDA (American Library
Association, Canadian Library Association,
and CILIP: Chartered Institute of Library and
Information Professionals)
Screen image from the RDA Toolkit (www.rdatoolkit.org) used by permission of the Co-
Publishers for RDA (American Library Association, Canadian Library Association, and CILIP:
Chartered Institute of Library and Information Professionals)
NEW!

Screen image from the


NEW! RDA Toolkit
(www.rdatoolkit.org) used
by permission of the Co-
Publishers for RDA
(American Library
Association, Canadian

NEW!
Library Association, and
CILIP: Chartered Institute
of Library and Information
Professionals)
Screen image from the RDA Toolkit
(www.rdatoolkit.org) used by permission of
the Co-Publishers for RDA (American
Library Association, Canadian Library
Association, and CILIP: Chartered Institute
of Library and Information Professionals)
Relationships – Chapters 18-32

• Between work, expression, manifestation and


item
– Primary relationships (Uniform title)
– Other relationships (related works)
• To Persons, families and corporate bodies
• To Places, objects, concepts, events. Future
• Between persons, families, corporate bodies,
• Between subjects. Future
Appendices

FAMILIAR
• Capitalisation, abbreviation, initial articles,
titles of nobility, dates, etc.

NEW
• Mappings between MARC, ISBD, RDA
• Relationship designators
Appendices – Relationship
designators

NEW
Controlled terms to indicate the type of relationship:

• Between a resource and Group 2 entities


e.g. author, illustrator
• Between resources (Group 1 entities)
e.g. translation of, adaptation of, sequel to
• Between Group 2 entities
e.g. Alternate identity (pseudonyms), predecessor
• Subject relationships

[Source: Adapted from RDA Draf / a presentation by Chris Todd, Janess Stewart and Charlotte Stretton, March 2, 2009]
Appendices – Relationship
designators

NEW
100 1 $aKeneally, Thomas,$d1935- $e author
245 1 0 $aSchindler's ark /$cThomas Keneally.

700 1 # $a McGrath, Douglas, $e film director, $e


screenwriter.
Key differences from
AACR2
Key differences from
AACR2

What’s the same?


• AACR2 instructions
– Including Options and Alternatives
• Most of us will still use MARC21
• Will still fit into ISBD record structure
Key differences from
AACR2

[Photos from http://www.allsaintsainslie.org.au/ and Google images]


Key differences from
AACR2

What’s different?
• Print based vs. Online interactive tool.
• Levels of description vs. Core elements
• GMD vs. Content, Carrier and Media type
• Main entry vs. authorised access points for
works.
• Examples showing changes in transcription
and recording of data
Web-based interactive tool

http://access.rdatoolkit.org/

Screen image from the RDA Toolkit (www.rdatoolkit.org) used by permission of the Co-Publishers for RDA (American Library Association,
Canadian Library Association, and CILIP: Chartered Institute of Library and Information Professionals)
Web-based interactive tool

• Fully interactive
– FULL Searching capabilities
– Linking between sections
– Mapping tools
– Links to policy statements (eg LC Policy Statements)
– Bookmarking and workflow creation features
– Potential to link with your cataloguing client.
• Not intended to be read as a linear document
– Dip into at the point of need
– Customised views
http://www.rdatoolkit.org/training
Levels of description

AACR2 - levels of description RDA - core elements – Section 1


• title
Eg First level • Statement of responsibility
• title proper • Edition
• first statement of responsibility • numbering of serials
• edition statement • Production, publication, distribution and
• material specific details manufacture statements
• first publisher, etc. • Copyright date (if no other date available)
• Series statement
• date of publication, etc.
• identifier for the manifestation
• extent of item
• carrier type
• notes • extent
• standard number

Source: Adapted from AACR2 vs. RDA by Tom Delsey given at From rules to entities: cataloguing with RDA (Preconference of the
Canadian Library Association Conference, May 29, 2009)
Categorisation of
resources

General Material Designation Media Type


electronic resource
audio
microform computer
sound recording
microform
videorecording
video
Carrier type
filmstrip
motion picture
film reel
filmstrip
Core
slide
overhead transparency
transparency
slide
Content Type
cartographic material cartographic ...
notated music
Core
music
text text
...and MANY more!

Source: Adapted from AACR2 vs. RDA by Tom Delsey given at From rules to entities: cataloguing with RDA (Preconference of the Canadian
Library Association Conference, May 29, 2009)
Categorisation of
resources
CARRIER TYPE
Audio carriers Microform carriers
Stereographic carriers
aperture card stereograph card
audio cartridge
microfiche stereograph disc
audio cylinder
microfiche cassette Projected image carriers
audio disc
microfilm cartridge film cartridge
audio roll
microfilm cassette film cassette
audiocassette
microfilm reel film reel
audiotape reel film roll
microfilm roll
sound-track reel filmslip
microfilm slip filmstrip
Computer carriers microopaque filmstrip cartridge
computer card
Microscopic carriers overhead transparency
computer chip cartridge slide
microscope slide
computer disc Unmediated carriers
computer disc cartridge
Video carriers
card
video cartridge flipchart
computer tape cartridge
videocassette object
computer tape cassette
videodisc roll
computer tape reel
videotape reel sheet
online resource
volume
Categorisation of
resources

Source: RDA: Resource description and access (©2010– American Library Association, Canadian
Library Association, and CILIP: Chartered Institute of Library and Information Professionals)
Categorisation of
resources

Source: RDA: Resource description and access (©2010– American Library Association, Canadian
Library Association, and CILIP: Chartered Institute of Library and Information Professionals)
Categorisation of
resources

Source: Changes from AACR2 to RDA: A comparison of examples / Adam L. Schiff


Main entry and authorised
access points

Main entry (Card catalogue)

Primary access point (Online catalogue)

Authorised access point for the WORK


(RDA and FRBR)
Main entry and authorised
access points

constructing the authorised access point for the


work:
• Chapter 6 - Identifying works and expressions,

Access points for Creators


• Chapter 19 - Persons, families and corporate bodies
associated with a work.
Recording/Transcribing
data

Representation (International Cataloguing


Principles)
descriptions and controlled forms of names should be
based on the way the entity describes itself.
Therefore, discourages
– Use of abbreviations
– Omission of relevant information
– Adding information
– Changing information
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Recording/Transcribing
data

Source: Changes from AACR2 to RDA: A


comparison of examples / Adam L. Schiff
Example records
Example records

020 $a 8190366157
040 ## $a NRC $c NRC $e rda
245 00 $a Food security in India : $b challenges of 21th century / $c Dr.
Anshu.
246 3# $i Title on cover: $a Food security in India : challenges of 21st
century
250 ## $a First edition.
264 #1 $a [Place of publication not identified] : $b [publisher not
identified], $c 2009.
264 #3 $a Patna, Bihar : $b Kalakriti Offset.
300 ## $a vi, 246 pages : $b illustrations, map ; $c 23 cm
336 ## $a text $2 rdacontent
336 ## $a cartographic image $2 rdacontent
337 ## $a unmediated $2 rdamedia
338 ## $a volume $2 rdacarrier
504 ## $a Includes bibliographical references.
700 0# $a Anshu $c (Professor), $e editor of compilation.
Source: Adapted from an example record found at: https://staff.lib.ncsu.edu/confluence/display/MNC/RDA+Test
Example records

022 ## $a 0317-6878
041 0# $a eng $a fre
210 0# $a CA mag. $b (Tor.)
222 #0 $a CA magazine $b (Toronto)
245 00 $a CA magazine.
264 #1 $a Toronto, Ontario ; $a Montreal, Quebec : $b Canadian Institute of
Chartered Accountants, $c 1974-
300 ## $a volumes : $b illustrations (chiefly colour), portraits ; $c 29 cm.
310 ## $a 10 times a year (with combined issues in January/February and
June/July), $b 1990s?-
321 ## $a Monthly, $b January 1974-1990s?
336 ## $a text $2 rdacontent
337 ## $a unmediated $2 rdamedia
338 ## $a volume $a rdacarrier
362 0# $a Volume 104, no. 1 (January 1974)-
530 ## $a Also available in microfilm and microfiche format.
546 ## $a In English; includes some text in French.
Source: http://www.rda-jsc.org/docs/6JSC_RDA_Complete_Examples_%28Bibliographic%29_revised.pdf
Example records

100 1_ |a Sesser, Janet R.


370 __ |c U.S. |f Phoenix, Ariz.
371 __ |m jsesser@anthem.edu
373 __ |a High-Tech Inst.
373 __ |a TCI Education, Inc.
374 __ |a corporate director
374 __ |a corporate dean
374 __ |a vice-president
375 __ |a female
377 __ |a eng
670 __ |a Houser, Helen J. LWW’s medical assisting exam review for CMA
amd RMA certification, c2005: |b CIP t.p. (Janet R. Sesser, BS, RMA,
CMA; corp. dir. of Education, Allied Health, High-Tech Inst., Phoenix, Ariz.)
(jsesser@anthem.edu)
.....
Source: https://staff.lib.ncsu.edu/confluence/display/MNC/RDA+Test
Example records

110 1_ |a Wisconsin. |b Dept. of Transportation


410 1_ |a Wisconsin. |b Transportation, Dept. of
410 2_ |a WisDOT 670 __ |a Implementing transportation research, 2002:
|b cover (Wisconsin Dept. of Transportation; WisDOT)
710 14 |a Wisconsin. |b Department of Transportation
952 __ |a RETRO
953 __ |a xx00 |b ga37

Source: https://staff.lib.ncsu.edu/confluence/display/MNC/RDA+Test
Policy

Library of Congress/PCC Policy Statements


(LC-PCC PS)
• Non-Core elements
• Options and Alternatives
• Other areas
National Library
• Agreement with LC and other national libraries
• Any additional required policies
Libraries Australia
• Minimum record standard
Acknowledgments

• Parts of this presentation have been copied from


presentations by Catherine Argus, Tom Delsey, Adam Schiff,
Chris Todd, Janess Stewart and Charlotte Stretton.
• Some other information has been copied from the North
Carolina State University RDA Test website.
• Chris Oliver’s book, Introducing RDA : a guide to the basics
(London, Facet Publishing, 2010) has also been a valuable
source of information.
• Screen images from the RDA Toolkit (www.rdatoolkit.org)
used by permission of the Co-Publishers for RDA (American
Library Association, Canadian Library Association, and CILIP:
Chartered Institute of Library and Information Professionals)
69
Sources

ACOC Website
http://www.nla.gov.au/acoc/resource-description-and-acc
ess-rda-in-australia

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