Cataloging with a Dash of RDA. Part one of Catalogers cogitation WNYLRC, June 20, 2016 Presented by Denise A. Garofalo

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1 Cataloging with a Dash of RDA Part one of Catalogers cogitation WNYLRC, June 20, 2016 Presented by Denise A. Garofalo

2 Itinerary for this morning What and why of cataloging (including MARC) Classification systems (DDC, LC) Authorities what they are and why we care Dash of RDA Wrap up

3

4 Introductions

5 Cataloging What and why?

6 Librarian mindset Librarians impose control

7 Thought patterns From the general...

8 Thought patterns To the specific...

9 What is cataloging? Bibliographic description + classification = cataloging

10 Bibliographic description

11 Descriptive cataloging Deals with the physical nature of the work Who is the creator? What is the title? How many illustrations? Number of discs?

12 Descriptive cataloging Describes and identifies the item Provides access points to locate item

13 Classification

14 Subject analysis Deals with the intellectual nature of the work One classification number so it exists in one place on the shelf Many subject headings to provide multiple access points

15 Subject analysis Discovering the subject the item is concerned with Locating subject access points

16 Access points? Users locate information in the library catalog via access points

17 Access points The more access points provided = easier for user to find items

18 What are access points? Title Creator Subjects Illustrator Other creators Series

19 Access points and keywords Keyword searching a substitute for access points

20 Access points and MARC Once access points and main entry are determined, completing a MARC record is less complicated Access points are chosen from approved lists (authorized headings)

21 MARC Machine Readable Cataloging

22 MARC history Developed in the 1960s for English language monographs Evolved to handle new formats

23 What does MARC mean? Machine-readable = a machine (i.e. a computer) can read and interpret the data Cataloging record = a bibliographic record (description of item, access points, classification or call number)

24 What is a MARC record? A record is a collection of fields A field contains a single unit of data within a record A field may have one or more subfields A tag is a three digit code identifying each field Each field ends with a field terminator Each subfield is preceded by a field delimitor sign followed by a single character Each record has the same components: leader, record directory, control fields, fixed fields, and variable fields

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26 MARC anatomy A MARC record can have up to 999 fields The majority of those fields are variable in length The MARC record is the standard upon which library automation has been built

27 Common MARC tags 000 for control info 100 for author/creator 200 for title 300 for description 400 for series 500 for notes 600 for subject 700 for added entries other than subject or series 800 for added series 900 for local use

28 Sample MARC field 100 1# aandrews, Ilona. 100 is the FIELD NAME 1# are the INDICATORS a is the DELIMITOR and SUBFIELD Andrews, Ilona is the DATA

29

30 MARC records are parallel

31 MARC s parallel structure The fields requiring authority control are the fields with parallel tag structure 1xx, 4xx, 6xx, 7xx, 8xx For instance, for personal names the field ends in 00 Main entry (1xx) that is a personal name (x00) means field 100 Subject heading (6xx) that is a personal name (x00) means field 600

32 Parallel content or structure Title Creator Subject Added Series X00 personal names 100, 600, 700 X10 corporate names 110, 610, 710 X11 meeting names 111, 611, 711 X30 uniform titles 130 X40 bibliographic titles 240, 440 X50 topical terms 650

33 Using parallel structure If the subject (6xx) is a person (John Adams) the tag is 600 If the subject is a corporation (ibm) the tag is 610 If the subject is a topic (cars) the tag is 650 If the subject is a place (United states) the tag is 651 An added entry or access point (7xx) for a creator (personal name) will have a tag of 700

34

35 Classification

36 Classification in libraries A system of arranging the collection on the shelves which provides formal and orderly access A means of bringing together related items in a useful sequence from general to specific A way to lead the user to the needed items

37 Call number May have a location or collection prefix REF, DVD, j Next element is classification number 736 or or pz4 or RT635 Next element is the cutter number, an alpha-numeric related to the main entry H74 or B25 May include a date or copy or accession number as final element

38 LC vs. DDC LC Lack of consistency among schedules Too large for an individual to fully master No single index Too complex for children s collections DDC Schedule consistency Not as complex as LC Has a single relative index Numbers can be expanded as needed

39 DDC Broad Groups works under main divisions and subdivisions originally enumerative but has added some aspects of a faceted classification

40 Basic DDC rules Class first by subject, then by form Class where it will be most useful Place it in the most specific subject division that will contain it, rather than with the general topic If it deals with 2 or 3 subjects, place it with the predominant subject or the one treated first If it deals with more than 3 subjects, place it in the general class that combines all 3 subjects

41 Nothing is perfect Any classification scheme is limited DDC places language separate from literature History is classed separately from social sciences in DDC Reorganization causes problems New numbers for new concepts Moving concepts to more logical locations Purchased cataloging only as good as the vendor s catalogers

42 DDC background Oldest and most widely used classification system in usa Allows for expansion to cover aspects of general subjects The more specific the item being cataloged is the longer the number Long numbers are more accurate but also unwieldy and impractical

43 Rednecks in motion pictures : The Dewey blog [Web log post]. (2005) from

44 DDC basics incorporates mnemonic devices transferred from one class to another -03 at the end of a class number of any length indicates a dictionary of the subject at hand a dictionary of philosophy of religion arranges subjects from the general to the specific

45 DDC basics Primary arrangement is by discipline Any specific topic can appear in a number of disciplines Aspects of a topic are brought together in the relative index Never assign a classification number simply taken from the relative index Always check the number in the schedules before using it

46 DDC basics--notes Notes are very helpful Tell what s at a class number Tell what s found at other class numbers Identify topics that are standing room (topics that don t have enough works about them to have their own number); computers started at then went to Notes also Explain changes in tables and schedules Instruct in number building Prescribe precedence order Explain options

47 Number building? A way to expand existing numbers in the schedule In tables these numbers where number building can occur are preceded by a - to indicate they cannot stand alone (omit the dash when attaching the number) A book about pet hamsters the base number for pet mammals is Other mammals The schedules say add part of the number for hamsters ( ) to the base number (636.9) So the number is

48 Segmentation Number w/segmentation / / /.01/08 615/.321 What you use OR OR OR OR OR

49 Relative index Very helpful Contains terms and synonyms Has names of states, provinces, cities, geographic areas

50 Relative index Enumerates alphabetically all the main headings in the class schedules Contains certain specific entries not listed in the schedules Index terminology differs from that found in the schedule (perspiration)

51 Relative index Index terminology differs from that found in the schedule (perspiration)

52 WebDewey online version of the complete Dewey Decimal Classification system subscription-based service Info can be found at

53 WebDewey Because of linking, the system software must differentiate between AND keep track of the number of the class arrived in (e.g Roman Catholic cathedrals) and the actual path used to get there (e.g Construction of Roman Catholic cathedrals Brattli, T. (2012). Why build Dewey numbers? The remediation of the Dewey Decimal Classification system. Nordlit, 16(2), searching Catholic cathedrals should find both: Roman Catholic cathedrals and built numbers like Roman Catholic cathedrals in London Construction of Roman Catholic cathedrals Cathedrals as Christian art

54 Library of Congress classification Used by most research and academic libraries in the US Developed for the LOC to replace Thomas Jefferson s system Divides subjects into broad categories and is essentially enumerative in nature (more info provided in schedules)

55 LC classification

56 LC classification Entire field of knowledge divided into main classes roughly equal to academic disciplines or areas of study Denoted by single capital letters

57 LC classification Scope notes Explain what the classification covers Used when similar topics occur in different areas Explanatory see notes Used when a topic logically belongs in one division, but is covered elsewhere Designated by the use of For

58 Classification web LC classification schedules online Subscription based service

59 Classification web

60

61 Steps in classification DDC Fiction or Non-Fiction? Print or non-print? Subject analysis Develop classification number Verify LCC Print or non-print or other distinct collection? Subject analysis Develop classification number Verify

62

63 Authorities What are they and why should I care?

64 What are authorities? Standardized forms of names people corporate bodies (such as societies, businesses, institutions, etc.) meetings titles series subjects

65 Authorities maintain a controlled vocabulary provide consistent, verified access points (headings) designed to aid in locating items

66 What is authority control? establishing the form of the name using that form of the name

67 Authority control is A tool used by librarians to achieve consistency among bibliographic records provides a linking framework for related names and subjects in a catalog

68 How is authority control used? Mark Twain or Samuel Clemens? Assures that his most commonly known name in its most frequently used form is used all of his works can be efficiently retrieved together Ensures that there is linkage from Clemens to Twain enable an end user to find the needed information

69 Authority control terminology controlled vocabulary standardized form of a name or term authorized, authoritative, or established form also called the heading variant forms of the standardized heading are traced (i.e. recorded) variants are often called see from tracings they are used in the catalog to direct the user from the variant to the standardized heading other standardized names and terms that are related to the standardized heading are also traced often called see also from tracings they are used to direct the user from a closely related name or concept to the standardized heading note, related names and terms are themselves standardized forms

70 More authority terminology Authority file A file containing authority records Does not usually display to the catalog user See reference Directs a user from an unauthorized variant form of a heading to the authorized form Dinosauria see Dinosaurs See also reference Directs a user from one authorized heading to another, related authorized heading. Diseases see also Pathology

71 What if there s no authority control? Symptoms include: dead-end records no author or keyword linkages the lack of finding well-known titles

72 Without authority control More difficult for users to find things No links between variant access points

73

74 RDA What is it? Why should I know?

75 What is RDA?

76 RDA Resource Description and Access

77 RDA Fundamentally different than AACR2 Focus on content first Carrier/format is second Cultivates relationships Guidelines rather than rules Goal > enhancing user access

78 A little history AACR2 (1977) VHS (1977) CDs (1982) CD-ROMs (1985) DVDs (1995) The (commercial) Internet (1995) Blogging and chat (1997) Friendster (2002) Internet podcasting (2004)

79 A little RDA history Work began on AACR3 in 2004 RDA born in 2005 RDA Toolkit released in June 2010 LC implemented RDA in March 2013

80 What is RDA? A cataloging standard A content standard To describe relationships Between related resources Among those who created the resource Content independent (i.e. not book-centric) Focus on resource discovery Designed for the digital world to describe a resource to be responsive for extensibility (takes future growth into consideration) for adaptability (who knows what will happen in the future?)

81 RDA Similar instructions for cataloging Different framework New vocabulary New concepts Take what you see Focus on the user

82 Why RDA?

83

84

85

86

87 Why RDA? Evolution Improvement will be needed Better display of resources Show relationships better Users better able to navigate and view

88

89 Changes. in catalog records conceptual changes in access points (headings) No more abbreviations > words are spelled out OPAC display Not all library management systems can handle them Eventually these fields will be displayed

90 Terminology changes AACR2 Heading RDA Authorized access point Sound disc Audio disc Physical description Carrier Author Creator Person, family, corporate body Entity

91 What didn t change with RDA? A lot! Much of what you are used to with AACR2 is carried over into RDA virtually unchanged RDA cataloging continues to use both MARC and ISBD Dimensions continue to use cm. Many music abbreviations remain (op. min., etc.)

92 What is different with RDA? Abbreviations are spelled out! No more Latin abbreviations s.l. (sine loco = without a place) s.n. (sine nomine = without a name) et al. (et alii = and others) ca. (circa = approximately)

93 AACR2 RDA i.e. acc. unacc. arr. col. facsim. ed. s.l. s.n. n.d that is accompanied unaccompanied arranged color facsimile edition [place of publication not identified] [publisher not identified] [date of publication not identified]

94 Terminology changes AACR2 Uniform title RDA Preferred title Conventional title Sound disc Physical description Author Chief source of information Established form of name Audio disc Carrier Creator Preferred sources Preferred form of name

95 No GMD in RDA The GMD (general material designation), found in the 245 TITLE field, subfield h Videorecording Sound recording Realia Replaced by three new fields 336 field, or Content 337 field, or Media 338 field, or Carrier

96 No GMD example--dvd 245 a Infinitely polar bear / a Sony Pictures Classics release. 300 a 1 videodisc (88 min.) : b digital, sound, color ; c 4 ¾ in. 336 a two-dimensional moving image 337 a video 338 a videodisc

97

98 Future

99 More changes are on the horizon

100 Be on the lookout FRBR BIBFRAME Linked data Metadata

101 Stay current Autocat listserv Online audiovisual catalogers listserv -- Radcat listserv --

102

103 Review

104 Cataloging Thought process Bibliographic description Subject analysis Classification number Access points MARC records

105 Classification systems Arranges the materials in our collections The DDC is used mostly by school and public libraries LCC is used by academic and research libraries No system is perfect Classification steps include make some basic determinations perform subject analysis develop the classification verify

106 Authorities Standard forms of names Maintain a controlled vocabulary for consisitent access Aids in locating resources Authority control tool establishes a recognized form of name Lack of authority control makes it more difficult to find things

107 RDA Resource Description and Access Cataloging standard Content independent (not book-centric) Designed for the digital world New vocabulary Focus on the user

108

109 Resources

110 Resources--cataloging Cataloger s reference shelf -- CONSER info (serials cataloging) -- LC Cutter table -- Finding a book on the shelf (LC) -- How to read a DDC number --

111 Resources--cataloging LC s resources for cataloging-- MARC tag list-- auth/tag_list.htm Taylor, A.G.(2015). Introduction to cataloging and classification. 10 th ed. Libraries Unlimited. Tulane University s Introduction to LC Subject Headings-- Welsh, A. (2012). Practical cataloging: AACR2, RDA and MARC 21. Neal-Schuman.

112 Resources--authorities LC s understanding authorities-- LC authorities (searchable)-- Tillet, B. & Taylor. A.G. (2012). Authority control in organizing and accessing information. Routledge.

113 Resources--RDA LC training modules -- LC RDA materials-- RDA blog -- RDA libguide -- RDA materials (British Library) -- RSC RDA info--

114 Resources--RDA Kincy, C.P. & Layne, S.S. (2014). Making the move to RDA: A self-study primer for catalogers. Rowmann & Littlefield. Maxwell, R.L. (2013). Maxwell s handbook for RDA. American Library Association.

115

116 Thanks for attending! Denise A. Garofalo

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