John Espley and Vinod Chachra“RDA 101” ALCTS Preconference

Washington, D.C.

June 25, 2010

(revised July 2, 2010)

Insights and Processes from VTLS’s 8 Years of Experience

with FRBR and RDA

Part 1: Insights from Experience

1. Linked data is the correct (only!) implementation strategy for FRBR and RDA.

Other options work but they are less effective

2. Collocation is the chief benefit; Collocation is made easier by using linked data

Records are cataloged once and used many times

3. Navigation and discovery is an important benefit; navigation is made consistent with the use of linked data.

Use of linked data is highly recommended

Part 1: Insights from Experience

4. “Reverse trees” are a required construct for navigation between “connected” works.

Part 1: Insights from Experience

5. Super-works and derivative works are useful in completing the collocation picture.

Part 1: Insights from Experience

6. RDA cataloging increases productivity.

7. Integration of tools like RDA Toolkit also increase productivity

8. User experience is enhanced with tree like displays

9. Added benefit to users is the ability to place holds at any level -- Work level, Expression level and Manifestation level.

10. Linked data implementations permit metadata to be distributed over the internet and accessed at display time. It allows for a true “network based catalog”.

Part 2: Overview of Processes

1. RDA Workflow

2. Simpler RDA Cataloging

3. VTLS RDA/FRBR Extensions

4. Cataloging Assistance

5. Authority Records

1. RDA Workflow

Implementation Scenario 1 is recommended

Create Work

Add Expression and create link for “linked data”

Add Manifestation and create link for “linked data”

Add Item/Holdings and create link for “linked data”

Later, when additional Manifestations are acquired

Add Expression, if needed, and “linked data”

Add Manifestation and “linked data”

1.1 RDA Work Record

Preferred titleForm of work

Date of work

Authorized access point associated with workPrimary

Secondary

Notes

Subjects Concept, Object, Event, Place

1.2 RDA Expression Record

Content type (336 tag)

Language of Expression

Date of Expression

Other distinguishing characteristics

Notes

Authorized access point associated with Expression

1.3 RDA Manifestation Record

Title proper

Statement of responsibility

Edition statement

Publication statement

Place, publisher, date

Series statement

Notes

Media type (337 tag)

Carrier type (338 tag)

Extent

1.4 RDA Work template (Labels)

1.4 RDA Work template (MARC)

1.5 RDA Work record (MARC)

1.5 RDA Work record (Labels)

1.6 Display Work record (Labels)

1.7 External Linked Data (URLs)

1.8 Display Work record (MARC)

1.9 Create RDA Expression record

1.10 RDA Expression Template

RDA Auto Linking Data

1.11 RDA Expression record

RDA Auto Linking Data

1.12 Display RDA Work and Expression

Display created using linked data

1.13 Add RDA Manifestation

1.14 RDA Manifestation Template

1.15 RDA Manifestation record

RDA Auto Linking Data

1.16 RDA Manifestation record

1.17 Work, Expression, Manifestation

Display created using linked data

2.0 Simpler RDA Cataloging

When additional Manifestations are acquired

Add Expression, if needed

• Different language

• Different performance

• Different content type

Text, Spoken word, Performed music, etc.

• Different text

Add Manifestation

2.1 Adding a new RDA Manifestation

2.2 A new RDA Manifestation

RDA Auto Linking Data

2.3 A new RDA Manifestation

2.4 Two RDA Manifestations

2.5 The other RDA Manifestation

Display created using linked data

2.6 A new RDA Expression

2.7 New RDA Expression Template

2.8New RDA Expression

2.9 New RDA Expression

2.10 Add French RDA Manifestation

2.11 French RDA Manifestation

2.12 French RDA Manifestation

2.13 Two RDA Expressions

Display created using linked data

2.14 Searching all Works by an Author

All Works by an Author

2.16 All Works by an Author

2.17 Display of Selected RDA Work

2.18 Expanding the Display

2.19 Further expanding the display

Display created using linked data

3. VTLS RDA/FRBR Extensions

3.1 Related Works

Super Works

Derivative Works

3.2 Reverse trees for better navigation

Aggregates

3.3 “Package” for Data Sharing

Original

Work - Same

Expression

Same Work –

New ExpressionNew WorkCataloging Rules

Cut-Off Point

DerivativeEquivalent Descriptive

Facsimile

Reprint

Exact

Reproduction

Copy

Microform

Reproduction

Variations

or Versions

Translation

Simultaneous

“Publication”

Edition

Revision

Slight

Modification

Expurgated

Edition

Illustrated

Edition

Abridged

Edition

Arrangement

SummaryAbstractDigest

Change of Genre

Adaptation

Dramatization

NovelizationScreenplay

Libretto

Free

Translation

Same Style or

Thematic Content

Parody

Imitation

Review

Criticism

Annotated

Edition

Casebook

Evaluation

Commentary

Family of Works (Tillett)

48

3.1.1 Related Works

A motion picture based on a novel is a new work

A new play derived from a work

Rosencrantz and Guildenstern Are Dead by Tom Stoppard

Need to relate the new work to the original work

Super Work or Derivative Work technique

Super Work means all related Works are equal

Derivative Work means related Works are subordinate to original Work

VTLS can accommodate either way

3.1.2 New RDA Work

RDA Auto Linking Data

3.1.3 New RDA Work

3.1.4 Related RDA Work

Display created using linked data

3.1.5 Add RDA Expression

3.1.6 RDA Expression

3.1.7 RDA Expression

3.1.8 New RDA Manifestation

3.1.8 RDA Manifestation

3.1.8 (continued) RDA Manifestation

3.1.9 Display RDA Manifestation

3.1.10 RDA Work (super Work)

3.2 “Normal” and “Reverse” Trees

3.2.1 “Normal” Tree

3.2.1 “Reverse” Tree

3.2.3 “Reverse” Tree

3.2.4 “Reverse” Tree

3.2.5 “Normal” Tree

3.3 RDA “Package” for Data Sharing

3.3.1 Auto Sharing “Package” (Full)

3.3.2 Auto Sharing “Package” (MARC)

4. RDA Cataloging Assistance

Cataloging assistance

Templates for original cataloging

RDA Toolkit

Macros

MARC content designation validation

Authority record templates

VIAF (Virtual International Authority File)

ONIX records

LCSH/SKOS

RDA Vocabularies Project

4.1 RDA Templates

Work, Expression, and Manifestation

Authority records

“Package” records

Labels or MARC format

User defined

Unlimited

Per cataloger

4.2 RDA Toolkit

Only seen beta version

Direct specific links from the VTLS client

Integrated links with client MARC help

Based on Appendix D, section 2.1, Mapping of MARC 21 Bibliographic to RDA and the Mapping provided in the Tools menu of the toolkit

4.2.1 RDA Toolkit – Ex: Form of Work

4.2.2 RDA Toolkit – Ex: ISBN

4.2.3 RDA Toolkit - ISBN

4.2.4 RDA Toolkit – Hypertext links

4.2.5 RDA Toolkit

4.2.6 RDA Toolkit

4.3 RDA Cataloging Macros

4.3.1 RDA Cataloging Macros

4.3.2 RDA Cataloging Macros

Procedure for MARC “content designation”

validation of Work, Expression, and Manifestation

records is same as validating AACR/MARC records

Three additional validation files for RDA/FRBR with

new rules

Rules can be modified by users by editing text file

4.4 Rules Based Validation

4.4.1 Rules Based Validation

Validate aWork record

4.4.2 Rules Based Validation

Notice RuleFile used

4.4.3 Rules Based Validation

Validate an Expression

record

4.4.4 Rules Based Validation

Subfield \l (L)is not a validsubfield fortag 245 in

an Expressionrecord

4.4.5 Rules Based Validation

Validate aManifestation

record

4.4.6 Rules Based Validation

Tag 245 isrequired in aManifestation

record

Subfields $aand $c are notvalid subfieldsfor tag 240 in aManifestation

record

4.5 Authority Records

RDA is based on FRBR and FRAD

New MARC tags and subfields for authority records

Authority templates

4.5.1 Authority template

4.5.2 Authority Workform (Labels)

4.5.3 Authority Workform (Labels)

Questions?

Thank you!