Module 10 Relationships in RDA

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Module 10Relationships in RDA
This work is licensed under the Creative Commons
Attribution 3.0 Australia License
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Sources for this module

• Adapted from the original Library of Congress
  training programme
• and RDA Training Topic 3 Relationships for Ohio
  State University Libraries
• and the National Library of Australia
  relationships module
• and the National Library of New Zealand RDA
  relationships training module

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Summary

• Types of relationships
• Recording methods
• Primary relationships
• Relationship to persons, families, and corporate
  bodies
• Relationships between resources

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Types of relationships

• What are relationships?
• Connections between entities
• Why record relationships?
• To help users find what they want

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Relationships to

• Primary relationships (Section 5)
• Relationships within a resource (i.e. what the
  resource is)
• Persons/families/corporate bodies related to a
  resource (Section 6)
• Authors, illustrators, editors, translators,
  issuing bodies
• Publishers, donors, former owners.

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Relationships between

• Relationships between works, expressions,
  manifestations items (section 8)
• Adaptations, translations, arrangements, etc.
• Relationships between persons, families
  corporate bodies (section 9)
• Pseudonyms, former name, later name

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Recording relationships

• Three methods used in RDA
• Identifiers
• Authorized access points
• Descriptions

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Identifiers

• Identifier A character string (usually numeric)
  that identifies and distinguishes entities

Person Gibbs, George W. LC control no. n
83137258
Manifestation The monarch butterfly in New
Zealand ISBN 9780473239206
URIs (Uniform Resource Identifiers) But not URLs.
URLs record location, not relationships
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Authorised access points

• Gibbs, George W.
• Erber, Mhairi, 1939-
• Murdoch (Family Murdoch, Rupert, 1931-)
• Bridge Builders International
• Austen, Jane, 1775-1817. Pride and prejudice

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Descriptions

• Descriptions
• structured
• unstructured
• record relationships with works, expressions,
  manifestations, or items,
• but NOT with persons, families, or corporate
  bodies

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Structured descriptions

• A note with ISBD punctuation to identify elements
• 500 a Reprint of The stones of Florence
  / Mary McCarthy New York Harcourt Brace,
  1959.
• Linking fields
• 776 08 i Print version t Attack at Shark
  Bay z 9781481188050

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Unstructured descriptions

• Notes without formal structure
• 500 a Translation of the authors novel
  Digital fortress.

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Primary relationships (ch 17)
Whose bottom is this?
WORK
is realised through
Text Illustrations
EXPRESSION
is embodied in
Print run ISBN Edition Series
MANIFESTATION
is exemplified by
ITEM
Librarys copy
Functional requirements for bibliographic records
final report / IFLA Study Group on the
Functional Requirements for Bibliographic
Records, 2008, p. 14, Group 1 entities and
primary relationships, Figure 3.1
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Recording primary relationships

• Identifiers
• Authorised access points
• Composite description
• Identify work or expression as part of
  description of manifestation
• 100 1 a Gibbs, George W.
• 245 10 a The monarch butterfly in New Zealand

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Example
Work manifested Larsson, Stieg, 1954-2004. Man
som hatar kvinnor
Expression manifested Larsson, Stieg, 1954-2004.
Man som hatar kvinnor. English
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From VUW MLIS paper INFO 546
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And again in MARC21

• 100 1 a Larsson, Stieg, 1954-2004,e
  author.
• 240 10 a Man som hatar kvinnor.l English
• 245 14 a The girl with the dragon
  tattoo /c Stieg Larsson translated
  from the Swedish by Reg Keeland.
• 264 1 a London b MacLehose Press,c
  2008.
• 300 a 532 pages c 24 cm

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Persons/families/bodies and resources (ch. 19-22)

Persons Families Corporate bodies
Create
Work (19)
Expression (20)
Edit, translate, etc.
Publish, distribute, etc.
Manifestation (21)
Annotate, own, etc.
Item (22)
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Core relationships

• RDA Creator used to construct authorized access
  point for the work
• LC Plus first illustrator of resources intended
  for children
• NLNZ Plus other creators, issuing bodies,
  editors, translators and

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NLNZ criteria for recording relationships

• User needs
• Prominence of information
• NZ significance of entity
• Importance of entity to resource
• Sustainability

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Recording relationships to persons families
corporate bodies

• Record as authorized access points
• MARC 1XX or MARC 7XX
• Add relationship designators
• RDA Appendix I
• e of 1XX and 7XX field
• Optional
• Not a closed list
• Not part of name authority records or authorized
  access points for works

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Relationship Designators

• Relationship designators provide more specific
  information about the nature of the relationship
  (e.g., author, donor)RDA I.1
• Appendix I
• Animator, artist, author, binder, curator,
  dancer, director, editor, former owner, issuing
  body, judge, printer, producer, singer

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Creator relationships (ch. 19)

• Persons/families/bodies related to works
  (Appendix I.2)
• author
• compiler
• filmmaker
• interviewer
• programmer
• and others

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Example Creator work relationship
110 2 a Society of Linguists,e author.
100 1 a Glass, Philip,e composer. 100 1 a
Gibbs, George W.,e author. 100 1 a James,
Trevor,e author. 700 1 a Popay, Ian,e
author. 700 1 a Champion, Paul,e author. 700
1 a Grbavac, Nik,e author. 700 1 a Rhode,
Birgit,e author.
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Example Others associated with work (also ch. 19)
700 a Jackson, Peter, d 1961- e film
director.
710 a New Zealand Academy of Sport,e issuing
body.
710 a ABC Institute, e sponsoring body.
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Contributor relationships (ch. 20)

• Persons/families/bodies related to expressions
  (Appendix I.3)
• Translators
• Editors of compilations
• Performers
• Illustrators
• Arrangers of music

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Contributor relationships

• LC-PCC PS 20.2
• LC core relationship first illustrator of
  resources intended for children
• NLNZ core illustrators, editors, translators and
  apply relationship criteria (User needs,
  prominence, etc.)

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Recording Contributor relationships

• Authorized access point in MARC 7XX fields in
  bibliographic record
• Relationship designators from RDA appendix I.3 in
  subfield e of 7XX field
• Not a closed list
• Do not include e in name authority record
• Optional

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Example 1 Contributor relationships
100 1 a Wood, Audrey, e author. 245 14 a The
napping house / c Audrey Wood
illustrated by Don Wood. 700 1 a Wood, Don, e
illustrator.
Notes 1) 2nd statement of responsibility is not
core also, it isnt needed to justify the
700 field (NLNZ policy is to record
additional statements) 2) LC NLNZ policy
give e illustrator
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Example 2 Contributor relationships
100 1 a Lindgren, Astrid, d 1907-2002, e
author. 240 10 a Pippi Långstrump. l
English 245 10 a Pippi Longstocking / c Astrid
Lindgren translated by Tiina Nunnally. 700
1 a Nunnally, Tiina, d 1952- e translator.
Notes 1) Relationship designators author and
translator optional (NLNZ policy is to
supply these) 2) 2nd statement of
responsibility is not core and, it isnt
needed to justify the 700 field.
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Example 3 Contributor relationships
245 a Favorite American music / c performed by
the Baltimore Symphony Orchestra with Marin
Alsop conducting... 505 a ... 700 a Alsop,
Marin, e conductor. 710 a Baltimore Symphony
Orchestra, e performer.
Could have used the more general e
performer for Alsop.
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Relationships to manifestations (ch. 21)

• Persons/families/bodies related to manifestations
  (21.0, Appendix I.4)
• Producers
• Publishers (e.g. broadcasters)
• Manufacturers (e.g. engravers, printers)
• Distributors (e.g. film distributor)
• These relationships are also recorded as
  attributes of manifestations

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Examples Relationships to manifestations
264 1 a Bethesda b NIH, c 2008. 710 2 a
National Institutes of Health (U.S.), e
broadcaster.
Publisher isnt listed as an RDA relationship
designator because that relationship is an
attribute of the manifestation and is already
recorded as a core element.
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Relationships to items (ch. 22)

• Persons/families/bodies related to items (RDA
  22.0, Appendix I.5)
• Owners
• Custodians
• Curators
• LC cataloger judgment
• NLNZ case-by-case as requested by curators

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Examples Relationships to items
500 a University Library's copy has ms.
notes by author on endpapers. 5 IaH 700 a
Smiley, Jane, e annotator.
541 c Gift a John Jefferson d 2011. 5
DLC 700 a Jefferson, John, e donor.
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Summary of relationships to persons, families
corporate bodies

• Works
• First creator in 1XX, others in 7XX
• e is optional
• Expression
• Contributors in 7XX field
• Manifestations
• Rarely used
• Items
• Important in special collections

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3. Relationships between resources (ch. 25-28)

• Related works, expressions, manifestations, and
  items
• Relationships in bibliographic and/or authority
  records
• Related works (ch. 25)
• Related expressions (ch. 26)
• Related manifestations (ch. 27)
• Related items (ch. 28)
• No core relationships between resources

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Recording relationships between resources

• Identifiers (not yet)
• Authorised access points
• With optional relationship designators (RDA
  Appendix J, MARC i)
• and/or
• Descriptions

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Relationship designator examples
700 10 i Parody of (work) a Tolkien, J. R.
R. (John Ronald Reuel), d 18921973.t Lord
of the rings. 700 10 i Guide to (work) a
Fischer, Louis, d 1924 t Teachers and the
law. 700 10 i Libretto for (expression) a
Weill, Kurt, d 19001950. t Dreigroschenoper.
l English
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Types of relationships between resources
Derivative
Works, Expressions
Sequential
Descriptive
Works Expressions Manifestations Items
Whole-Part
Accompanying
Manifestations Items
Equivalent
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Related works (RDA 25.1)

• Common work relationships
• Whole-part
• Works in a compilation
• Chapters in a book
• Derivative
• Adaptations
• Movie of book
• Book re-told for children
• Accompanying
• Supplements
• Sequential
• Earlier and later serials
• Sequels and prequels

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Whole-part relationships

• LC Give MARC 505 contents note unless contents
  indicated in another part of the description
  (e.g. because no collective title present) or
  unless burdensome
• LC Give one MARC 7XX analytical authorized
  access point cataloger decides if additional 7XX
  fields are needed for other works
• Dont give analytical authorized access points
  for some works anthologies of poetry,
  conference proceedings, hymnals, journals,
  interviews, etc. LC-PCC PS 25.1

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Example Whole-part relationship
Authorized access points for the works 100 1
a Shakespeare, William, d 1564- 1616, e
author. 240 10 a Plays. k Selections 245 10 a
Hamlet b King Lear / c William
Shakespeare. 700 12 i Contains (work) a
Shakespeare, William, d 1564-1616. t
Hamlet. 700 12 i Contains (work) a
Shakespeare, William, d 1564-1616. t King Lear.
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Compilation of works by more than one creator,
with collective title

• 245 00 a Home away b award-winning travel
  stories by New Zealand writers / c selected and
  edited by Graeme Lay.

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Whole-part relationships for each work?

• 245 00 a Home away b award-winning travel
  stories by New Zealand writers / c selected and
  edited by Graeme Lay.
• 505 0 a Asia -- When in Goa / Karen Goa -- Slow
  boat to Thailand / Simon Farrell-Green -- Holy
  cow and Mother Ganga / Liz Light -- Desert
  Adventure / Jill Worrall -- On the road to
  Mandalay / Bob Maysmor -- America -- River of
  grass / James Frankham -- Northern exposure /
  Nicola Legat -- North, to Alaska / Shelley-Maree
  Cassidy -- Home economics / Yvonne van Dongen --
  Let's tango / Carroll du Chateau -- Islands of
  the birds / Susan Buckland -- South Pacific --
  Teetering on the brink / Graham Reid -- QE2 /
  Michele A'Court -- Finding Fiji / Tom Romeo --
  Looking for Gauguin / Graeme Lay -- Australia --
  The big somewhere / Greg Dixon -- Doing a wharfie
  / Fergus Blakiston -- Europe -- Rocky mountain
  way / Gus Roxburgh -- A month in Provence /
  Lauren Quaintance -- Berlin, capital of Europe /
  Kapka Kassabova -- Britain Ireland -- London
  falling in love again / Michele Hewitson --
  Dublin's fair city / Paul Rush -- Haunted by
  Edinburgh's past / Pamela Wade -- A tale of two
  cities / Joanna Wane -- New Zealand Antarctica
  -- A quiet night out in Waitangi / John McCrystal
  -- Babes in the wood / Virginia Larson --
  Wilderness coast / Gerard Hindmarsh -- Through
  the heartland / Keri Welham -- Waikato / Mark
  Scott -- The happy-go-lucky highway / John Woods
  -- Wide white land / Mike White -- D'Urville
  Island / Sue Farley -- The train / Steve Braunias
  -- Africa -- Relics / Mike Cartlidge -- African
  safari / Robin Charteris.
• 700 12
• 700 12
• 700 12 ???

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Example Derivative relationship adaptation of
work

• 130 0 a Hobbit (Motion picture 2012)
• 245 14 a The Hobbit b an unexpected journey /
  c directed by Peter Jackson .
• 700 1 i Motion picture adaptation of (work) a
  Tolkien, J. R. R.q (John Ronald Reuel).d
  1892-1973.t Hobbit.

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Related expressions (RDA 26.1)

• Common expression relationships
• Whole-part
• Compilations of translations
• Derivative
• Revisions
• Translations
• Arrangements

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Recording related expressions

• Authorised access points
• Relationship designators listed in RDA J.3
• Descriptions
• Structured
• Notes with ISBD elements
• Linking fields
• Unstructured
• General notes

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Example 1 Whole-part expression
Authorized access points for the
expressions 100 1 a Petterson, Per, d 1952-
e author. 245 10 a Two Norwegian novels / c
Per Petterson. 505 0 a Out stealing horses --
To Siberia. 700 12 i Contains (expression) a
Petterson, Per, d 1952- t Ut og stjæle hester.
l English. 700 12 i Contains (expression) a
Petterson, Per, d 1952- t Til Sibir. l
English. 740 02 a Out stealing horses. 740 02 a
To Siberia.
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Example 2 Derivative expression - translation
Authorized access point 100 1 a Brown, Dan,
d 1964- e author. 240 10 a Digital fortress.
l French 245 10 a Forteresse digitale. 700 1
i Translation of a Brown, Dan, d 1964- t
Digital fortress.
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Example 3 Related expression - translation
Unstructured description in 500 field 100 1 a
Brown, Dan, d 1964- e author. 240 10 a Digital
fortress. l French 245 10 a Forteresse
digitale. 500 a Translation of the authors
novel Digital fortress.
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Related manifestations (RDA 27.1)

• Common manifestation relationships
• Equivalent
• Facsimiles and other reproductions
• Different formats for same expression (e.g., book
  vs. CD-ROM book vs. PDF)
• Republications
• Accompanying
• Book with CD etc.

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Recording related manifestations

• Structured or unstructured description
• Linking entry fields 775 or 776 (relationship
  designators optional)
• 5XX
• Not by an authorized access point
• Use relationship designators from RDA Appendix
  J.4 to indicate a specific relationship.

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Example Reproduction
Structured description including an identifier
100 1 a Ringwalt, J. Luther q (John Luther),e
author. 245 10 a Anecdotes of General Ulysses
S. Grant. 264 1 a Washington, D.C. b Library
of Congress Preservation Microfilming
Program, c 1993. 300 a 1 microfilm reel (118
pages) c 35 mm 776 08 i Reproduction of
(manifestation) a Ringwalt, J. Luther (John
Luther) t Anecdotes of General Ulysses S.
Grant d Philadelphia J.B. Lippincott
Company, 1886 h 118 p. 18 cm. n Call
number of original E672.R58 w (DLC) 10032685
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Examples Related manifestations

• 776 08 i Print version t Attack at Shark
  Bay z 9781481188050
• 100 1a Nissenbaum, Gerald, e author.
• 240 10 a Sex, love and money
• 245 10 a Divorce confidential b
• 500 a First published in the USA by
  Penguin with the title Sex, love and money.

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Related items (RDA 28.1)

• Common item relationships
• Equivalent
• Reproduction of a specific copy
• Accompanying
• Bound with
• Item added to copy of manifestation in a special
  collection
• Relationships that apply only to a single copy of
  the manifestation -- so, usually local
  information

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Recording Related items

• RDA 28.1
• Structured or unstructured description
• Linking entry fields 7XX
• 5XX
• Not by an authorized access point
• Use relationship designators from RDA appendix
  J.5 in subfield i of 7XX to indicate a precise
  relationship, or just use MARC tag to record
  general information

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Examples Related items
501 a Bound with ___________. 5 Nz
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Summary

• Related resources
• Works and Expressions
• Whole part compilations
• Derivative relationships
• Manifestations
• Reissues in different formats
• Items
• Bound with

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4. Relationships between persons, families, and
corporate bodies

• Group 2 relationships are recorded in authority
  records
• Related persons (ch. 30)
• Related families (ch. 31)
• Related corporate bodies (ch. 32)

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Whats really important

• Identify relationships for the resource you
  describe
• Determine which ones are important
• Work out how to record them using RDA
  instructions and MARC coding

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Exercise