Revising AACR: RDA

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Revising AACR RDA

• Stuart Hunt
• CILIP/BL Committee on AACR/RDA
• Oslo, January 2006

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Why are we doing this?

• Simplify
• Encourage use as a content standard for metadata
  schema
• Encourage international applicability
• Provide more consistency where appropriate
• Improve collocation
• Work/expression level citation/relationships
• New approach to GMDs

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Why are we doing this?

• Principle-based
• Build catalogers judgment
• Founded on international cataloging principles
• Encourage applications of FRBR concepts

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Anglo-American Tradition
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How did we get here?

• 1961 IFLAs Paris Principles
• 1969 IFLAs ISBDs
• International Standard Bibliographic Description

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Anglo-American Tradition
1941
1841
1876
1902
1904
1906
1908
1949
1967
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How did we get here?

• AACR2
• 1978
• 1988
• 1998
• 2002

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Supporting Organizational Structure
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1997 International Conference on the Principles
and Future Development of AACR

• Toronto, Canada
• JSC invited worldwide experts
• Issues leading to RDA

• Principles
• Content vs. carrier
• Logical structure of AACR
• Seriality
• Internationalization

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How did we get here?

• IFLAs Functional Requirements for Bibliographic
  Records
• FRBR user tasks
• Find
• Identify
• Select
• Obtain
• Collocation at the work/expression level

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How did we get here?

• FRBR
• Conceptual model
• Entities, relationships, attributes
• New terminology and approaches to packaging and
  presenting metadata

Subject
Person
Corporate Body
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How did we get here?

• December 2003
• Update Paris Principles
• IFLA Meeting of Experts on an International
  Cataloguing Code
• (IME ICC Frankfurt draft Statement of Principles)

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How did we get here?

• Communication Standards
• MARC
• UNIMARC
• MARC 21
• MODS/MADS
• MARCXML
• XML dtds
• Next generation?

• Metadata Standards
• Dublin Core
• MPEG 7
• VRA
• EAD
• ISBD (also a content/display standard)

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Virtual International Authority File (VIAF)
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Strategic Plan for RDA

• http//www.collectionscanada.ca/jsc/stratplan.html
  

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Statement of purpose

• RDA - Resource Description and Access will be a
  new standard for resource description and access,
  designed for the digital world.
• Built on foundations established by the
  Anglo-American Cataloguing Rules (AACR), RDA will
  provide a comprehensive set of guidelines and
  instructions on resource description and access
  covering all types of content and media.
• RDA will enable users of library catalogues and
  other systems of information organization to
  find, identify, select, and obtain resources
  appropriate to their information needs.

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Goals

• Will be ready for publication in 2008
• Guidelines and instructions to
• Provide a consistent, flexible and extensible
  framework for both the technical and content
  description of all types of resources and all
  types of content.
• Be compatible with internationally established
  principles, models, and standards.
• Be usable outside the library community, and be
  capable of adaptation by various communities to
  their specific needs.

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Goals

• Descriptions access points will
• Enable users to find, identify, select, and
  obtain resources appropriate to their information
  needs.
• Be compatible with those descriptions and access
  points devised using AACR2, and present in
  existing catalogues and databases.
• Be independent of the format, medium or system
  used to store or communicate the data.
• Be readily adaptable to newly-emerging database
  structures.

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Goals

• Will be a standard that is
• Optimised for use as an online tool (although a
  print edition will also be published).
• Derived from English language conventions and
  customs, written in plain English, and able to be
  used in other language communities.
• Easy and efficient to use, both as a working tool
  and for training purposes

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RDA is

• A new standard for resource description and
  access
• Designed for the digital environment
• Web-based product (also loose-leaf)
• Description and access of all digital resources
  (and analog)
• Resulting records usable in the digital
  environment (Internet, Web OPACs, etc.)

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RDA is

• Multinational content standard providing
  bibliographic description and access for all
  media
• Developed for use in English language
  communities it can also be used in other
  language communities
• Independent of the format (e.g., MARC 21) used to
  communicate information

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Purpose for RDA

• Support FRBR user tasks
• Find, identify, select, obtain
• Enable users of library catalogues, etc. to find
  and use resources appropriate to their
  information needs

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Strategic targets

1. New edition 2008
2. Reach out to other communities
3. Web-based product/tool, plus a loose-leaf product

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RDA Structure (Proposed)

• General introduction
• Part I Resource description
• Part II - Relationships
• Part III Authority control (Access point
  control)
• Appendices
• Capitalization, Numerals, Initial articles,
  Abbreviations
• Presentation (ISBD display, OPAC display, etc.)
• Glossary
• Index

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General Introduction (Proposed)

• Purpose and scope of the code
• Underlying objectives and principles
• Related standards and guidelines
• Keep brief but possibly with links to full text
  of the relevant principles and concept documents

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RDA Part I (Proposed)

• Introduction
• General guidelines for resource description
• Identification of the resource
• Technical description
• Content description
• Information on terms of availability
• Item-specific information

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RDA Part I (Proposed)

• Data elements/attributes for description of
  resources
• Purpose and scope (FRBR user tasks)
• Source for the attribute
• How to record the attribute
• Notes pertaining to the attribute
• Attribute as access point
• Controlled
• Uncontrolled

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RDA - Part I (Proposed)GMD/SMD vs. Type and Form
of Carrier

• Print and graphic media
• Micrographic media
• Tactile media
• Three-dimensional media
• Audio media
• Projected graphic, film, video media
• Digital media

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RDA - Part I (Proposed) Type and Form of Content

• Text
• Music
• Cartographic Resources
• Graphics
• Three-dimensional Resources
• Sound
• Moving Images
• Data, Software, and Interactive Content

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RDA Part II (Proposal)

• Relationships
• Works
• Expressions
• Manifestations
• Items
• Persons
• Corporate bodies
• Families

• Citations
• Works
• Expressions
• Manifestations
• Items
• Simplify choice of primary access point for
  citations of works

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RDA Part II Process

• Review AACR2 Ch. 21 special rules
• Musical
• Art
• Legal
• Religious
• Academic
• JSC proposals to eliminate, simplify, etc.

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Work/Expression Records

• Classics of literature vs. scientific studies
• Examples in the OCLC database
• Stephen King
• 102 works, 231 manifestations
• Shakespeares Hamlet
• 1 work, 2696 manifestations
• Rowling, J.K. (Harry Potter stories)
• 28 works, 300 manifestations

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RDA Part III (Proposal)

• Authority control / Access point management
• General guidelines
• Authorized forms
• Persons, Families, Corporate bodies, Places
• Citations for works, etc.
• Variant forms

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Appendices (Proposal)

• Capitalization
• Numerals
• Initial articles
• Abbreviations
• Presentation of descriptive and authority data
• Glossary
• Possibly hypertext links from text to glossary
  terms
• Index

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RDA Timeline (Proposal)

• July 2005 Prospectus
• Oct. 2005-April 2006 Completion of draft of Part
  I, and constituency review
• May-Sept. 2006 Completion of draft of Part II,
  and constituency review
• Oct. 2006-Apr. 2007 Completion of draft of Part
  III, and constituency review
• May-Sept. 2007 Completion of General
  Introduction, Appendices, and Glossary
•  2008 Publication

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JSC meetings

• April 2006 in Ottawa, Ontario, Canada
• October 2006 in Washington, D.C.
• Etc.

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AACR2

• Final AACR2 update 2005

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JSC Public Web Site

• http//www.collectionscanada.ca/jsc/index.html

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Draft of RDA Part I

• Made available as means of providing outreach to
  library and non-library resource description
  communities
• Not officially part of RDA until drafts approved
  by JSC formally published
• Deadline for comments 1st March 2006 (for
  consideration at April JSC meeting)

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RDA-L

• listserv is to facilitate informal discussion on
  RDA
• JSC initiative
• Hosted by Library and Archives Canada
• List archives forthcoming 2006

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Summary
Authority control
Citations
Access points
Data elements
Consistency
Simplification
FRBR
Principles
Content standard
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Thank you!