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LIS 605 Metadata creation for information organization donna Bair-Mundy LIS 605 Metadata creation for information organization donna Bair-Mundy

Course Web page http: //www 2. hawaii. edu/~donnab/lis 605 (URL is on course syllabus) Course Web page http: //www 2. hawaii. edu/~donnab/lis 605 (URL is on course syllabus)

Online Version of Course Syllabus Online Version of Course Syllabus

Extra credit (1 opportunity per quiz) Step 1: Find a scholary article on the Extra credit (1 opportunity per quiz) Step 1: Find a scholary article on the topic of the quiz Step 2: Summarize your article Step 3: When quiz is due, you hand in: Quiz + Scholarly article on topic of quiz + Summary of your scholarly article on topic of quiz

Subscribing to Autocat Assignment Subscribing to Autocat Assignment

Lecture Powerpoints Lecture Powerpoints

LIS 605 Web page : lectures LIS 605 Web page : lectures

LIS 605 Web page : lectures LIS 605 Web page : lectures

Introductions • Your full name • What you like to be called • Academic Introductions • Your full name • What you like to be called • Academic background • Experience with cataloging • Something interesting about yourself

King Ashurbanipal’s library Cuneiform tablet telling the Epic of Creation From the Library of King Ashurbanipal’s library Cuneiform tablet telling the Epic of Creation From the Library of King Ashurbanipal (reigned 669 -631 BC) http: //www. thebritishmuseum. ac. uk

Bibliographic control The skill or art of organizing knowledge for retrieval “Bibliographic control comprises Bibliographic control The skill or art of organizing knowledge for retrieval “Bibliographic control comprises the creation, storage, manipulation, and retrieval of bibliographic data. Catalogers produce the tools that are necessary for bibliographic control to function. ” Larry Osborne

Tools for bibliographic control Bibliographies Databases Indexes Catalogs Tools for bibliographic control Bibliographies Databases Indexes Catalogs

Three parts of cataloging Description – Identifies a specific item in the collection Access Three parts of cataloging Description – Identifies a specific item in the collection Access – Provides a logical means of locating item in the catalog – Author, * title – Subject(s) Classification – Collocates materials using a particular classification scheme *RDA uses the term “creator” for the person responsible for the intellectual/artistic content of a work in general, the term “author” for works that consist of text

Cataloging codes provide uniformity in practice Patrons can move from library to library and Cataloging codes provide uniformity in practice Patrons can move from library to library and be able to locate materials Librarians can provide services from library to library; allows sharing of resources

Earlier codes • 1841 – Sir Anthony Panizzi – British Museum – Rules for Earlier codes • 1841 – Sir Anthony Panizzi – British Museum – Rules for the compilation of the catalogue • 1853 – Charles Jewett – Smithsonian – On the construction of catalogs • 1876 Charles Ammi Cutter - Boston Athenaeum– Rules for a dictionary catalog

Recent codes • ALA rules (1949) for entry and headings • LC rules (1949) Recent codes • ALA rules (1949) for entry and headings • LC rules (1949) for description • AACR (1967) – two versions: – British – American

Recent codes (cont’d) • AACR 2 (1978) – Published jointly by Canada, Great Britain, Recent codes (cont’d) • AACR 2 (1978) – Published jointly by Canada, Great Britain, and U. S. – Included new media – Addressed changing circumstances and previous ambiguities – Periodic minor updates and major revisions

The new code: RDA • Resource Description and Access • Recognition of increasing use The new code: RDA • Resource Description and Access • Recognition of increasing use of digital technologies • Resources and records for them readily move across cultural, national, and linguistic boundaries • Establish basic principles and how to apply those principles to a variety of types of content and format • Incorporate ideas from FRBR (Functional Requirements for Bibliographic Records) established by IFLA (Internat’l Fed. of Lib. Assocs. and Instits. )

RDA/FRBR Group 1 entities : productions of intellectual/artistic endeavor Work A distinct intellectual or RDA/FRBR Group 1 entities : productions of intellectual/artistic endeavor Work A distinct intellectual or artistic creation (content) Expression Realization of a work in the form of alpha numeric, musical. . . notation Manifestation Item Physical embodiment of an expression of a work Single exemplar or instance of a manifestation

Relationships between RDA/FRBR Group 1 entities Work is realized through Expression is embodied in Relationships between RDA/FRBR Group 1 entities Work is realized through Expression is embodied in Manifestation is exemplified by Item

Harry Potter and the Four RDA/FRBR Entities Work Harry Potter and the Philosopher’s Stone Harry Potter and the Four RDA/FRBR Entities Work Harry Potter and the Philosopher’s Stone Expression Manifestation Item Englishlanguage novel Spanishlanguage novel

Associated people and corporate bodies Work Harry Potter and the Philosopher’s Stone Expression Englishlanguage Associated people and corporate bodies Work Harry Potter and the Philosopher’s Stone Expression Englishlanguage novel Creator Spanishlanguage novel Translator Manifestation Publisher Item Owner

RDA January 2008 Working Group on the Future of Bibliographic Control called for suspension RDA January 2008 Working Group on the Future of Bibliographic Control called for suspension of work on RDA—FRBR is untested

RDA - June 2008 Library of Congress (LC) National Library of Medicine (NLM) National RDA - June 2008 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL) “. . . a thorough and rigorous test of RDA was needed to answer questions about whether or not it should be further developed and implemented. ”

RDA – November 2008 RDA – November 2008

RDA - 2010 RDA - 2010

RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL)

RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL) • Provide a consistent, flexible and extensible framework for all types of resources and all types of content • This goal was met • Be compatible with international established principles and standards • This goal was partially met

RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL) • Be written in plain English, and able to be used in other language communities • This goal was not met • Be easy and efficient to use, both as a working tool and for training purposes • This goal was not met

RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National RDA June 13, 2011 Library of Congress (LC) National Library of Medicine (NLM) National Agricultural Library (NAL) Contingent on the satisfactory progress/completion of the tasks and actions items below, the Coordinating Committee recommends that RDA should be implemented by LC, NAL, and NLM no sooner than January 2013. LC moved implementation date to March 2013

RDA April 1, 2013 Library of Congress officially converted to RDA RDA April 1, 2013 Library of Congress officially converted to RDA

RDA April 2014 update RDA April 2014 update

Cutter’s Rules for a Dictionary Catalog (1904 ed. ) • • Tells client whether Cutter’s Rules for a Dictionary Catalog (1904 ed. ) • • Tells client whether library owns a book if client knows the author, title, or subject (knownitem search) Shows the holdings library has by an author, on a subject, or in a kind of literature (we do last only for children’s literature) . . .

Cutter’s Rules for a Dictionary Catalog (cont’d) • Identifies the work through adequate description Cutter’s Rules for a Dictionary Catalog (cont’d) • Identifies the work through adequate description and provides means to locate the work on the shelf

Forms of catalogs (1) • Book catalog – write entries in a blank book Forms of catalogs (1) • Book catalog – write entries in a blank book – Originally done by hand • Difficult to keep in alphabetical order – Printed version • Can distribute widely • Immediately out of date

Jefferson’s 1783 catalog http: //www. thomasjeffersonpapers. org/ catalog 1783/ Jefferson’s 1783 catalog http: //www. thomasjeffersonpapers. org/ catalog 1783/

Forms of catalogs (2) • Sheaf catalog – like looseleaf notebook, sheaves tied together Forms of catalogs (2) • Sheaf catalog – like looseleaf notebook, sheaves tied together with ribbon • Slip catalog – backing sheets with multiple pockets for slips with information about books – Could update – Had to shift slips

Forms of catalogs (3) • Card catalog – cards size of French playing cards Forms of catalogs (3) • Card catalog – cards size of French playing cards – Can update – Can’t do Boolean searching – Time consuming to use and keep current – Elaborate filing rules – in 1980 determined that over 50% of LC catalog cards were misfiled

Types of card catalogs Divided Dictionary Author & title; Subject Author, title & subj. Types of card catalogs Divided Dictionary Author & title; Subject Author, title & subj. in one; alpha order Shelflist call no. order provides inventory

Types of card catalogs (2) Classed Class nos. used for filing; can have more Types of card catalogs (2) Classed Class nos. used for filing; can have more than 1 class no.

More forms of catalogs • COM (Computer Output Microform) – Compact – Need readers More forms of catalogs • COM (Computer Output Microform) – Compact – Need readers – Inflexible after production – Used as back-ups for OPAC – Not liked by patrons Microfiche reader

Still more forms of catalogs • OPAC (Online Public Access Catalog) – Can update Still more forms of catalogs • OPAC (Online Public Access Catalog) – Can update – Permits Boolean searching – Rapid retrieval – Expensive to maintain • Hardware • Software • Training of staff and patrons

MARC Format Machine-Readable Cataloging Format • Introduced in late 1960 s • Communication standard MARC Format Machine-Readable Cataloging Format • Introduced in late 1960 s • Communication standard for transmission of cataloging data • Record structure governed by ANSI standard Z 39. 2 Henriette Avram

MARC Format (cont’d) • Content designation (codes to identify and characterize further the data MARC Format (cont’d) • Content designation (codes to identify and characterize further the data elements within a record and to support manipulation of those data) defined in MARC 21 formats • Data content governed by RDA, LCSH, etc.

Harry Potter and the sorcerer’s stone – what the patron sees Personal Name: Rowling, Harry Potter and the sorcerer’s stone – what the patron sees Personal Name: Rowling, J. K. Main Title: Harry Potter and the sorcerer's stone / by J. K. Rowling ; illustrations by Mary Grand. Pré. Edition Information: 1 st American edition. Published/Created: New York : A. A. Levine Books, 1998. …

Harry Potter and the Sorcerer’s Stone – what the cataloger sees 100 1_ |a Harry Potter and the Sorcerer’s Stone – what the cataloger sees 100 1_ |a Rowling, J. K. 240 10 |a Harry Potter and the philosopher's stone 245 10 |a Harry Potter and the sorcerer's stone / |c by J. K. Rowling ; illustrations by Mary Grand. Pré. 250 __ |a 1 st American edition. 264 □ 1 |a New York : |b A. A. Levine Books, |c 1998.

Harry Potter and the Sorcerer’s Stone – what the computer sees 01757 cam 2200445 Harry Potter and the Sorcerer’s Stone – what the computer sees 01757 cam 2200445 a 45000010008000000050017000080080041 000250350021000669060045000879550086001320100017002180 200037002350200022002720400028002940420009003220500025 003310820014003561000019003702400045003892450095004342 500021005292600042005503000033005925000021006255… a. Rowling, J. K. 10 a. Harry Potter and the philosopher's stone 10 a. Harry Potter and the sorcerer's stone / cby J Rowling ; illustrations by Mary Grand. Pré. a 1 st America edition. a. New York : b. A. A. Levine Books, c 1998. … (The actual MARC record)

MARC fields information http: //www. loc. gov/marc/ MARC fields information http: //www. loc. gov/marc/

MARC fields information (cont’d) … 20 X-24 X Title and Title-Related Fields 25 X-28 MARC fields information (cont’d) … 20 X-24 X Title and Title-Related Fields 25 X-28 X Edition, Imprint, Etc. Fields 3 XX Physical Description, Etc. Fields 4 XX Series Statement Fields 5 XX Note Fields …

MARC fields information (cont’d) MARC fields information (cont’d)

RDA Tookit http: //www. rdatoolkit. org/ RDA Tookit http: //www. rdatoolkit. org/

RDA – Where do we start? Work Harry Potter and the Philosopher’s Stone Expression RDA – Where do we start? Work Harry Potter and the Philosopher’s Stone Expression Manifestation Item Englishlanguage novel Spanishlanguage novel

RDA - where do we start? http: //www. rdatoolkit. org/ RDA - where do we start? http: //www. rdatoolkit. org/

RDA Chapter 2 RDA Chapter 2

RDA - Physical description http: //www. rdatoolkit. org/ RDA - Physical description http: //www. rdatoolkit. org/

International Standard Bibliographic Description (ISBD) • Standard for punctuation and indentation • Allows identification International Standard Bibliographic Description (ISBD) • Standard for punctuation and indentation • Allows identification of elements of a record even if that record is in a foreign language

RDA - Punctuation RDA - Punctuation

Areas of description 1. 2. 3. 4. 5. 6. 7. 8. Title & statement Areas of description 1. 2. 3. 4. 5. 6. 7. 8. Title & statement of responsibility Edition Material format (not for books) Publication, distribution, etc. Physical description Series Note Std. Number and terms of availability

Areas in MARC record 020 ISBN 245 Title & statement of responsibility 250 Edition Areas in MARC record 020 ISBN 245 Title & statement of responsibility 250 Edition statement 260 Publication, distribution, etc. 300 Physical description 4 XX Series 500 Note Area 8 Area 1 Area 2 Area 4 Area 5 Area 6 Area 7

RDA Chapter 2 organization Area 1 Area 2 Area 4 Area 6 RDA Chapter 2 organization Area 1 Area 2 Area 4 Area 6

Chapter 7 – Describing Content Chapter 7 – Describing Content

Providing access points Providing access points

Resources for descriptive cataloging • RDA gives the rules for description and access points Resources for descriptive cataloging • RDA gives the rules for description and access points http: //www. rdatoolkit. org/ • MARC 21 gives information regarding the fields and subfields in which the data is encoded http: //www. loc. gov/marc/bibliographic/ecbdhome. html

Information organization Corporate Taxonomies Personal Knowledge Spaces Biological Taxonomies Library Catalogs Tag Clouds Folksonomies Information organization Corporate Taxonomies Personal Knowledge Spaces Biological Taxonomies Library Catalogs Tag Clouds Folksonomies Professional Knowledge Spaces Digital Knowledge Organization

Class Discussions Abbas, June. 2010. Structures for organizing knowledge: exploring taxonomies, ontologies, and other Class Discussions Abbas, June. 2010. Structures for organizing knowledge: exploring taxonomies, ontologies, and other schemas

Laulima (for when we run out of discussion time in class) https: //laulima. hawaii. Laulima (for when we run out of discussion time in class) https: //laulima. hawaii. edu/portal donnab ●●●●●●

LIS 605 Laulima site LIS 605 Laulima site

LIS 605 Laulima site LIS 605 Laulima site