The OLAC CAPC Streaming Media RDA Guide Task Force: an update

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The OLAC CAPC Streaming Media RDA Guide Task Force: an update Jeannette Ho Director of Cataloging Texas A&M University Libraries jaho@library.tamu.edu October 25, 2014 OLAC-MOUG Conference

The Task Force s work: This task force was charged to: revise the Best Practices for Cataloging Streaming Media document for use with RDA. Began its work in the fall of 2012 Its draft has been reviewed by CAPC and is in the process of being finalized.

Task force members: Erminia Chao Rebecca Culbertson Jennifer Eustis Cyrus Ford (2012-2013) Annie Glerum Ngoc-My Guidarelli Mary Huismann Stacie Traill Donna Viscuglia (2012-2013) Jeannette Ho, Chair

Organization of the task force s document: Section I. About This Document (J.Ho) Section II. Introduction to Streaming Media (S. Traill, J. Eustis) Section III.A: Recognizing RDA Records (J. Ho) Section III.B: Preliminary Decisions (S. Traill) Section III.C. Recording Attributes of Manifestation and Item (A. Glerum, J.Eustis) Section III.D. Recording Attributes Relating to Content of a Work/Expression (N. Guidare, M. Huismann) Section III.E. Recording Relationships (E. Chao, J. Ho, D. Viscuglia, B. Culbertson) Section IVA. Single vs. Separate Records (J. Ho) Section IV.B. Resources Converted to Streaming Media from Different Formats (J. Ho) Section V. Sample Record for Streaming Video (J. Eustis, A. Glerum, J. Ho) Section VI. Sample Record for Streaming Audio (E. Chao, M. Huismann, D. Viscuglia) Section VII. List of Additional Resources (B. Culbertson, J. Ho)

Organization of the document (continued) Section VIII. Appendix A: List of Core Elements in RDA (J. Ho) Section VIII. Appendix B: MARC21 Coding for Select Fields (J. Ho) Section VIII. Appendix C: Options for Recording Technical Details (J. Ho, A. Glerum)

Organization of the Document (continued) Organized by RDA element as they are organized by FRBR entities instead of in order by MARC tag --BUT not strictly in order the way they appear in the Toolkit --Elements appear close to each other if judged as useful in current climate: --sound and colour content appear next to duration. (300 field) --Date of expression, history of work, and place and date of capture are close together (518 field). Examples still in MARC format, but instructions on use of specific MARC fields in an appendix. Instructions for recording technical details are in an appendix --file format, transmission speed, system requirements, etc.

Preliminary Decisions Comprehensive vs. Analytical Description --Explicit mention of levels of description Preferred source(s) of information --Streaming video: the title frame/screen, followed by textual content, followed by embedded metadata --Streaming audio: textual content, followed by embedded metadata Note on Source of Title --Recommended to ALWAYS include it to be consistent with PCC Provider-Neutral policy --Example: 588 Description based on online resource; title from title screen (Alexander Street Press, viewed November 26, 2012). What is considered Part of the resource itself? --Recommended considering websites linking to a streaming video or audio file to be part of the resource --RDA considers textual information (often appearing on such websites) to be a preferred source for online audio files and for video files when no title frames/screens are available

Recording Attributes of Manifestation and Item: Some decisions Use of 33x fields recommended for machine manipulation in addition to eye-readable data in 300 field 300 1 online resource (1 video file (40 min.) 336 two-dimensional moving image $2 rdacontent 337 computer $2 rdamedia 338 online resource $2 rdacarrier Types of roles/functions are appropriate to record in the statement of responsibility Recommendation PCC Provider Neutral guidelines --Decisions on whether to follow it would affect other recommendations.

What types of roles/functions are appropriate to record in the statement of responsibility? Appendix I does not categorize most of roles that catalogers have typically recorded in the statement of responsibility under AACR2 as creators Film director, producer, production company are associated with the work but not creators Examples in RDA are inconsistent Some examples to have director and producer in statement of responsibility We were discouraged from recommending specific roles to be recorded in the statement of responsibility Pending JSC decision regarding issues in a joint OLAC/MLA discussion paper presented to the CC:DA Conclusion: we made a recommendation to GENERALLY prefer roles at the work level and use judgment depending on significance of roles in Appendix I in the creation of the work Regardless of whether defined as a creator or not by Appendix I.

To what extent should we recommend that catalogers follow the PCC Provider-Neutral approach? The task force decided to recommend it BUT: 1) Provided an option to NOT follow it For catalogers whose bibliographic utilities had more flexible policies or who decided to adopt a provider-specific approach in their local catalogs. The guidelines for non-provider Neutral records are very similar to the ones in the old OLAC best practices Allows use of multiple 300 fields as an option 2) Provided an option to record technical details in Provider Neutral records in a shared cataloging environment (like OCLC). In 347 and 344 fields with name of provider specified in subfield 3 OR in 856 subfield 3 Examples of MARC records reflect both Provider-Neutral and non-provider Neutral options

Recommended approaches to recording technical details in Provider Neutral records: (if desired by the cataloger) 344 3 Chadwyck Healey, Paley Center Seminars a digital g stereo h Dolby-B encoded 2 rda 347 3 Alexander Street Video, Dance in Video a video file b Windows media b RealVideo 2 rda 347 3 University of California, Santa Barbara Library Dept. of Special Collections a audio file b MP3 c 2-4 MB 2 rda 856 40 3 Alexander Street Press (streaming video), requires Adobe Flash u http://thisisthehmpeg-4url.html

Recording Attributes of Manifestation and Item: decisions affected by Provider-Neutral guidelines Date of publication on Provider Neutral records: o o For reproductions: Record date published in original format For born digital: Record date originally published online Recording Extent and Subunits 300 1 online resource (2 video files) NOT 300 2 streaming video files Same video file is repeated on a website in multiple formats: -- 1 online resource (1 video file) in P-N record for a video where there are five different versions of that video, each in its own file format Recording Series Statements --Recommend only recording ones that apply for ALL provider versions

Recording Attributes Relating to Content of a Work/Expression Date of work vs. date of expression --Recommended that it be earliest date associated with finished product (date of original release or broadcast, etc.) rather than work in progress (date of recorded event, etc.) Example: 046 ǂk 1990 500 ǂa Originally released as a television program by Deep Dish T.V. in 1990. Recommended use of MARC tags where individual elements are parsed out in separate subfields Example: 033 01 ǂa 20130115 518 ǂo Broadcast ǂd 2013 January 15

Recording Relationships Relationships between a resource and the work or expression being manifested Relationships between a resource and persons/families/corporate bodies associated with it --recommended apply relationship designators and generally following the PCC Guidelines for their application Relationship between a resource and other resources that are related to it

Recording Relationships Encouraged recording authorized access points for related works beyond what RDA or LC/PCC consider core. Recommended enhanced 505 notes 505 00 ǂt My landlady ǂg (10 min.) -- ǂt The lodge meeting ǂg (17 min.) Recommended NOT recording related manifestations for online reproductions on P-N records in a shared database unless it is known to be the original. 776 08 ǂi LP record: ǂt Actual story in sound of a dog's life. ǂd New York City : Folkways Records, 1958.ǂh 1 audio disc : 33 1/3 rpm ; 12 in. ǂo FD 5580. ǂw (OCoLC)4770039 Recommended NOT recording authorized access points for language expressions for subtitles of a streaming video. (Optional for different language soundtracks)

Recording Relationships Recommended treating filmed performance itself as the work (rather than original work being performed) when constructing authorized access points Recommended GENERALLY following Appendix 1 for Motion pictures, etc. in RDA 6.27.1.9, but to use cataloger s judgment -- Motion picture as a form qualifier: 130 0_ Pirates of Penzance (Motion picture : 1980) -- Motion picture followed by year, followed by director, followed by production company. Does this always work in support of the FRBR user task of identification? 130 0 Swan lake (Motion picture : 1997 : Geller) OR 130 0 Swan lake (Motion picture : 1997 : New York City Ballet)?

Conclusions Provider-neutral guidelines was biggest change that affected decisions in many different areas Chose not to adhere to a rigid interpretation of Appendix I for how roles were defined or to the RDA-MARC mapping in the Toolkit Encourage cataloger s judgment rather than recommending strict adherence to LC practice (e.g., Appendix 1 of LC-PCC PS 6.27.1.9) Emphasis on preferred titles and authorized access points within RDA prompted us to take a closer look at filmed performances Recommended use of MARC tags where individual elements are parsed out in separate subfields (e.g., 518, 34x fields) while also recording same information in eye-readable note o May be interim measure until becomes common practice to use parsed fields in lieu of eye-readable notes, or until majority of systems can use them to generate user-friendly displays

Questions?