Basic Overview of FRBR & RDA Why, Who, What, Where, and When?? Donna R. Campbell Technical Services...

Basic Overview of FRBR & Basic Overview of FRBR & RDARDA

Why, Who, What, Where, and Why, Who, What, Where, and When??When??

Donna R. CampbellDonna R. CampbellTechnical Services & Systems LibrarianTechnical Services & Systems Librarian

Westminster Theological SeminaryWestminster Theological SeminaryJan. 26, 2011Jan. 26, 2011

FRBR & RDAFRBR & RDA

WHAT is it and WHY should I care?WHAT is it and WHY should I care?


WHAT is it and WHY should I care?WHAT is it and WHY should I care? FRBR (pronounced fer-ber)FRBR (pronounced fer-ber)


WHAT is it and WHY should I care?WHAT is it and WHY should I care? FRBR (pronounced fer-ber) = FRBR (pronounced fer-ber) =

FFunctional unctional RRequirements for equirements for BBibliographic ibliographic RRecordsecords



FFunctional unctional RRequirements for equirements for BBibliographic ibliographic RRecords ecords

RDA RDA



Functional Requirements for Functional Requirements for Bibliographic Records Bibliographic Records

RDA = RDA = RResource esource DDescription and escription and AAccess ccess


First, came FRBR…First, came FRBR…


First, came FRBR…First, came FRBR… Then, came RDA…Then, came RDA…


First, came FRBR…First, came FRBR… Then, came RDA…Then, came RDA… FRBR and RDA are intertwined in that FRBR and RDA are intertwined in that

RDA is a set of cataloging rules RDA is a set of cataloging rules based upon the FRBR conceptual based upon the FRBR conceptual model.model.


First, came FRBR…First, came FRBR… Then, came RDA…Then, came RDA… FRBR and RDA are intertwined in that FRBR and RDA are intertwined in that

RDA is a set of cataloging rules based RDA is a set of cataloging rules based upon the FRBR conceptual model.upon the FRBR conceptual model.

In order to better understand RDA, we In order to better understand RDA, we should get a grasp of what FRBR is.should get a grasp of what FRBR is.

FRBRFRBR

WHAT is the FRBR conceptual model?WHAT is the FRBR conceptual model?

FRBRFRBR

WHAT is the FRBR conceptual model?WHAT is the FRBR conceptual model? The next slide will give a brief The next slide will give a brief

introduction.introduction.

FRBRFRBR

WHAT is the FRBR conceptual model?WHAT is the FRBR conceptual model? The next slide will give a brief The next slide will give a brief

introduction.introduction. The video moves quickly but don’t The video moves quickly but don’t

panic, just skim to get familiar with panic, just skim to get familiar with terms and ideas. We’ll cover them terms and ideas. We’ll cover them later.later.

Bram Stoker's Dracula in FRBR Bram Stoker's Dracula in FRBR TermsTerms

http://www.youtube.com/watch?v=LN0vKCFsXPE




The BIG question is WHY the change The BIG question is WHY the change and WHY does it matter to me and WHY does it matter to me especially if I’m not a cataloger?especially if I’m not a cataloger?



Potential changes to ILS and search Potential changes to ILS and search and retrieval differencesand retrieval differences



Potential changes to ILS and search Potential changes to ILS and search and retrieval differencesand retrieval differences

Simplify (cut cost) in the cataloging Simplify (cut cost) in the cataloging sharing environment especially the sharing environment especially the digital environmentdigital environment

EveryoneEveryone

EveryoneEveryone

Changes in searching techniques to Changes in searching techniques to glean more information glean more information

EveryoneEveryone

Changes in searching techniques to Changes in searching techniques to glean more informationglean more information

Interpreting the search results Interpreting the search results

AdministratorsAdministrators


Changes in job descriptions for Changes in job descriptions for traditional catalogers and metadata traditional catalogers and metadata catalogers (AACR2 knowledge as well catalogers (AACR2 knowledge as well as RDA)as RDA)


Changes in job descriptions for Changes in job descriptions for traditional catalogers and metadata traditional catalogers and metadata catalogers (AACR2 knowledge as well catalogers (AACR2 knowledge as well as RDA)as RDA)

Provide training for the major Provide training for the major changes in cataloging rules changes in cataloging rules

WHEN did FRBR come WHEN did FRBR come about?about?

1998, Way Back When…1998, Way Back When…

International Federation of Library International Federation of Library Associations and Institutions (IFLA) Associations and Institutions (IFLA)

Final Report on Functional Final Report on Functional Requirements for Bibliographic Requirements for Bibliographic Records (FRBR)Records (FRBR)

International cataloging principles International cataloging principles and standards were developed over and standards were developed over time in a time in a differentdifferent environment. environment.

How Was It Different?How Was It Different?


1.1. An age before automated and An age before automated and integrated library systems such as integrated library systems such as TLC, III Millennium, ExLibris TLC, III Millennium, ExLibris Voyager, Horizon, and SIRSI Voyager, Horizon, and SIRSI Unicorn. Unicorn.


1.1. An age before automated and An age before automated and integrated library systems such as integrated library systems such as TLC, III Millennium, ExLibris Voyager, TLC, III Millennium, ExLibris Voyager, Horizon, and SIRSI Unicorn. Horizon, and SIRSI Unicorn.

2.2. An age before national and An age before national and international large-scale databases international large-scale databases (e.g., OCLC), where thousands of (e.g., OCLC), where thousands of libraries contribute catalog records. libraries contribute catalog records.


1.1. An age before automated and integrated An age before automated and integrated library systems such as TLC, III Millennium, library systems such as TLC, III Millennium, ExLibris Voyager, Horizon, and SIRSI Unicorn ExLibris Voyager, Horizon, and SIRSI Unicorn

2.2. An age before national and international An age before national and international large-scale databases (e.g., OCLC), where large-scale databases (e.g., OCLC), where thousands of libraries contribute catalog thousands of libraries contribute catalog records. records.

3.3. Furthermore, it was an age prior to shared Furthermore, it was an age prior to shared cataloging…each library did original cataloging…each library did original cataloging for each book. Indiana catalogers cataloging for each book. Indiana catalogers did not borrow cataloging from Pennsylvania did not borrow cataloging from Pennsylvania catalogers much less Australia.catalogers much less Australia.


4.4. Increased need to reduce Increased need to reduce cataloging costs by decreasing cataloging costs by decreasing duplicate cataloging and simplifying duplicate cataloging and simplifying the cataloging process due to the cataloging process due to economic pressures and increase in economic pressures and increase in publications.publications.


5.5. Coupled with the increase in Coupled with the increase in publications and need for publications and need for simplification of cataloging rules, has simplification of cataloging rules, has been the advent of new formats of been the advent of new formats of publications coming at us with publications coming at us with increased rapidity as well as the use increased rapidity as well as the use of information sources that are of information sources that are networked and licensed (i.e., more networked and licensed (i.e., more and more complexity and labor time)and more complexity and labor time)


6.6. The changing environment includes The changing environment includes user expectations and needs.user expectations and needs.

How To Adapt To Changing How To Adapt To Changing Environment?Environment?


FRBR was born--FRBR was born--


FRBR was born--FRBR was born-- Beginning in 1990 with international Beginning in 1990 with international

reviews and comments and ending with reviews and comments and ending with the Final Report in 1998, IFLA constructed the Final Report in 1998, IFLA constructed a framework of the goals of a bibliographic a framework of the goals of a bibliographic record and what a basic record should look record and what a basic record should look like in this present age with the like in this present age with the aforementioned changes in mind. This is aforementioned changes in mind. This is how FRBR came about.how FRBR came about.

WHAT is FRBR?WHAT is FRBR?


More user-focused rather than More user-focused rather than format-focusedformat-focused


More user-focused rather than More user-focused rather than format-focusedformat-focused

Entity-relationship conceptual modelEntity-relationship conceptual model

WHAT are Users?WHAT are Users?

WHAT are Users?WHAT are Users?

Not just as library patrons but users Not just as library patrons but users outside the traditional library such as outside the traditional library such as publishers and retailers. publishers and retailers.

How is FRBR more user-How is FRBR more user-focused?focused?

Functional requirements for Functional requirements for bibliographic records are defined in bibliographic records are defined in relation to four user tasks. relation to four user tasks.

Four User TasksFour User Tasks

1.1. Find Find


1.1. FindFind

2.2. Identify Identify


1.1. FindFind


3.3. SelectSelect


1.1. FindFind


3.3. SelectSelect

4.4. ObtainObtain


1.1. Find: Users use bibliographic records Find: Users use bibliographic records to find materials that correspond to to find materials that correspond to their search criteria such as a their search criteria such as a specific title or all information specific title or all information sources covering a desired subject sources covering a desired subject matter. matter.

2.2. Identify Identify 3.3. SelectSelect4.4. ObtainObtain


1.1. FindFind2.2. Identify: Users use the Identify: Users use the retrievedretrieved data in data in

bibliographic records to identify an bibliographic records to identify an entity. That is, the user uses the data in entity. That is, the user uses the data in the record to confirm that is the the record to confirm that is the information source he wants. Example: information source he wants. Example: User can distinguish between two User can distinguish between two records that have same title but different records that have same title but different texts. texts.

3.3. SelectSelect4.4. ObtainObtain


1.1. FindFind2.2. IdentifyIdentify3.3. Select: Users use the retrieved data Select: Users use the retrieved data

in bibliographic records to select an in bibliographic records to select an entity that is appropriate to his entity that is appropriate to his needs. Example: Select a text that needs. Example: Select a text that is in the language he desires.is in the language he desires.

4.4. ObtainObtain


1.1. FindFind

2.2. IdentifyIdentify

3.3. SelectSelect

4.4. Obtain: Users use the retrieved data in Obtain: Users use the retrieved data in bibliographic records to acquire or obtain bibliographic records to acquire or obtain access to the entity described. Examples: access to the entity described. Examples: to retrieve it from the library shelf, to to retrieve it from the library shelf, to place an ILL request, to access the full place an ILL request, to access the full text online)text online)

WHAT is an entity-relationship WHAT is an entity-relationship conceptual model?conceptual model?


Important FRBR terminology Important FRBR terminology includes:includes:


Important FRBR terminology Important FRBR terminology includes:includes: Entities Entities


Important FRBR terminology Important FRBR terminology includes:includes: Entities Entities Attributes Attributes


Important FRBR terminology Important FRBR terminology includes:includes: Entities Entities AttributesAttributes Relationships Relationships

WHAT are Entities?WHAT are Entities?


Three Groups of Entities:Three Groups of Entities:


Three Groups of Entities:Three Groups of Entities: Group I Entities: The products of Group I Entities: The products of

intellectual or artistic endeavor that are intellectual or artistic endeavor that are named or described in bibliographic named or described in bibliographic records:records:




Work Work




Work Work ExpressionExpression




Work Work ExpressionExpression ManifestationManifestation




Work Work ExpressionExpression ManifestationManifestation ItemItem

Group I Entities are what you Group I Entities are what you saw in the Dracula videosaw in the Dracula video


Group II Entities: Those entities Group II Entities: Those entities responsible for the intellectual or responsible for the intellectual or artistic content, the physical artistic content, the physical production and dissemination, or the production and dissemination, or the custodianship of such products:custodianship of such products:


Group II Entities: Those entities Group II Entities: Those entities responsible for the intellectual or responsible for the intellectual or artistic content, the physical artistic content, the physical production and dissemination, or the production and dissemination, or the custodianship of such products:custodianship of such products: PersonPerson


Group II Entities: Those entities Group II Entities: Those entities responsible for the intellectual or responsible for the intellectual or artistic content, the physical artistic content, the physical production and dissemination, or the production and dissemination, or the custodianship of such products:custodianship of such products: PersonPerson Corporate bodyCorporate body


Group III Entities: Set of entities that Group III Entities: Set of entities that serve as the subjects of intellectual serve as the subjects of intellectual or artistic endeavor:or artistic endeavor:


Group III Entities: Set of entities that Group III Entities: Set of entities that serve as the subjects of intellectual serve as the subjects of intellectual or artistic endeavor:or artistic endeavor: ConceptConcept


Group III Entities: Set of entities that Group III Entities: Set of entities that serve as the subjects of intellectual serve as the subjects of intellectual or artistic endeavor:or artistic endeavor: ConceptConcept ObjectObject


Group III Entities: Set of entities that Group III Entities: Set of entities that serve as the subjects of intellectual serve as the subjects of intellectual or artistic endeavor:or artistic endeavor: ConceptConcept ObjectObject EventEvent


Group III Entities: Set of entities that Group III Entities: Set of entities that serve as the subjects of intellectual serve as the subjects of intellectual or artistic endeavor:or artistic endeavor: ConceptConcept ObjectObject EventEvent PlacePlace

Again, WHAT is an entity-Again, WHAT is an entity-relationship conceptual model?relationship conceptual model?


FRBR maps out relationships FRBR maps out relationships between these groups of entitiesbetween these groups of entities


FRBR maps out relationships FRBR maps out relationships between these groups of entitiesbetween these groups of entities Ex. Group I to Group IIEx. Group I to Group II



FRBR maps out relationships FRBR maps out relationships between entities in the same Groupbetween entities in the same Group



FRBR maps out relationships FRBR maps out relationships between entities in the same Groupbetween entities in the same Group Ex. Group I Work to Group I ExpressionEx. Group I Work to Group I Expression

Back to Group I EntitiesBack to Group I Entities

WorkWork ExpressionExpression ManifestationManifestation ItemItem

Bram Stoker's Dracula in FRBR Bram Stoker's Dracula in FRBR TermsTerms




WHAT are Attributes?WHAT are Attributes?


Each Entity has logically-defined Each Entity has logically-defined Attributes Attributes


Each Entity has logically-defined Each Entity has logically-defined AttributesAttributes Examples: Examples:



Attributes of a Attributes of a workwork include title of the work, include title of the work, date of the work, intended audience, etc.date of the work, intended audience, etc.




Attributes of an Attributes of an expressionexpression include title of include title of the expression, date of the expression, the expression, date of the expression, language of the expression, etc.language of the expression, etc.




Attributes of an Attributes of an expressionexpression include title of the include title of the expression, date of the expression, language expression, date of the expression, language of the expression, etc.of the expression, etc.

Attributes of a Attributes of a personperson include name of person, include name of person, birth and death dates of person, etc birth and death dates of person, etc

WHAT are Relationships?WHAT are Relationships?


FRBR is an entity-relationship model FRBR is an entity-relationship model


FRBR is an entity-relationship model FRBR is an entity-relationship model The FRBR model maps out the The FRBR model maps out the

relationship between the different relationship between the different entities and attributes that are entities and attributes that are relevant to the four user tasksrelevant to the four user tasks..


FRBR is an entity-relationship model FRBR is an entity-relationship model The FRBR model maps out the The FRBR model maps out the

relationship between the different relationship between the different entities and attributes that are entities and attributes that are relevant to the four user tasksrelevant to the four user tasks..

It’s a model that can be applied to It’s a model that can be applied to ILS database structures.ILS database structures.

Application of FRBRApplication of FRBR

Still in the developmental stages of Still in the developmental stages of how the FRBR model can be applied how the FRBR model can be applied to help users.to help users.

Application of FRBRApplication of FRBR

Still in the developmental stages of Still in the developmental stages of how the FRBR model can be applied how the FRBR model can be applied to help users.to help users.

VTLS Virtua is one exampleVTLS Virtua is one example VTLS = vendorVTLS = vendor Virtua = softwareVirtua = software

VTLS VirtuaVTLS Virtua

In a demo of this product, William In a demo of this product, William Denton, Web Librarian at York Denton, Web Librarian at York University, reports that a search for University, reports that a search for “adventures of tom sawyer” “adventures of tom sawyer” generates 3 records along with a link generates 3 records along with a link to generate a FRBR display: to generate a FRBR display:

VTLS VirtuaVTLS Virtua

Clicking the FRBR Display link you Clicking the FRBR Display link you see this:see this:

WHAT is RDA?WHAT is RDA?


Originally dubbed AACR3, to show Originally dubbed AACR3, to show new edition of AACR2, the title was new edition of AACR2, the title was changed to RDA to signify the radical changed to RDA to signify the radical and global shift in cataloging rules.and global shift in cataloging rules.


Designed to apply the FRBR Designed to apply the FRBR conceptual modelconceptual model



Designed to simplify cataloging codeDesigned to simplify cataloging code



Designed to simplify cataloging codeDesigned to simplify cataloging code Designed to establish it as a content Designed to establish it as a content

standard for various metadata standard for various metadata schemaschema More re-use of metadataMore re-use of metadata



Designed to simplify cataloging codeDesigned to simplify cataloging code Designed to establish it as a content Designed to establish it as a content

standard for various metadata schemastandard for various metadata schema More re-use of metadataMore re-use of metadata

Designed for the digital/online Designed for the digital/online environment environment


Designed to apply the FRBR conceptual modelDesigned to apply the FRBR conceptual model Designed to simplify cataloging codeDesigned to simplify cataloging code Designed to establish it as a content standard Designed to establish it as a content standard

for various metadata schemafor various metadata schema More re-use of metadata beyond librariesMore re-use of metadata beyond libraries

Designed for the digital/online environment Designed for the digital/online environment Improve organization and access in this Improve organization and access in this

changing environmentchanging environment

NEWSNEWS

As of Dec. 31, 2010, the RDA test As of Dec. 31, 2010, the RDA test period ended. A decision whether to period ended. A decision whether to implement RDA in the U.S. is implement RDA in the U.S. is scheduled to be made no later than scheduled to be made no later than June 2011.June 2011.

WHAT do we do now?WHAT do we do now?


What will happen to all of the catalog What will happen to all of the catalog records we currently have? records we currently have?



Should we change from AACR2 to Should we change from AACR2 to RDA? RDA?



Should we change from AACR2 to Should we change from AACR2 to RDA?RDA?

How can we obtain training for RDA? How can we obtain training for RDA?




How can we obtain training for RDA? How can we obtain training for RDA? What are the FRBR plans for our ILS? What are the FRBR plans for our ILS?

WHAT do I do now?WHAT do I do now?



How can we obtain training for RDA? How can we obtain training for RDA? What are the FRBR plans for our ILS?What are the FRBR plans for our ILS? How can our library utilize FRBR to How can our library utilize FRBR to

benefit our patrons? benefit our patrons?

Assurances & SuggestionsAssurances & Suggestions

Years of cataloging will be honored Years of cataloging will be honored (i.e., no massive retrospective (i.e., no massive retrospective conversion)conversion)



Investigate VTLS’s “FRBR Software Investigate VTLS’s “FRBR Software as a Service.” as a Service.”



Investigate VTLS’s “FRBR Software Investigate VTLS’s “FRBR Software as a Service.” as a Service.”

Investigate VTLS’s RDA Sandbox! Investigate VTLS’s RDA Sandbox! product.product.


Years of cataloging will be honored (i.e., Years of cataloging will be honored (i.e., no massive retrospective conversion)no massive retrospective conversion)

Investigate VTLS’s “FRBR Software as a Investigate VTLS’s “FRBR Software as a Service.” Service.”

Investigate VTLS’s RDA Sandbox! Investigate VTLS’s RDA Sandbox! product.product.

Attend SEPTLA Meeting, May 9 and RDA Attend SEPTLA Meeting, May 9 and RDA Workshop, May 10.Workshop, May 10.

Remember that the changes Remember that the changes are not as scary as they seem!are not as scary as they seem!

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