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Change is in the Air: What’s New with RDA & FRBR?. 2006 OLC Technical Services Retreat April 25, 2006 Glenn Patton. Topics for today. Functional Requirements for Bibliographic Records (FRBR) Functional Requirements for Authority Records (FRAR)

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change is in the air what s new with rda frbr

Change is in the Air:What’s New with RDA & FRBR?

2006 OLC Technical Services Retreat

April 25, 2006

Glenn Patton

topics for today
Topics for today
  • Functional Requirements for Bibliographic Records (FRBR)
  • Functional Requirements for Authority Records (FRAR)
  • Functional Requirements for Subject Authority Records (FRSAR)
  • IFLA Meeting of Experts on an International Cataloguing Code (IME-ICC)
  • Resource Description and Access (RDA)
what frbr is isn t
What FRBR Is & Isn’t?
  • It isn’t a standard –
    • So, it’s not something to implement
  • It’s a conceptual model –
    • It helps us think about current standards and practices
  • It’s a tool
    • It clarifies how catalogs should function
four user tasks
Four User Tasks
  • Find
  • Identify
  • Select
  • Obtain

And, maybe a fifth:

  • Navigate
frbr working group activities
FRBR Working Group activities
  • Working Group on Aggregates
  • Working Group on the Expression Entity
  • Working Group on FRBR/CRM Dialogue
  • Survey of System Vendors
working group on aggregates
Working Group on Aggregates
  • New working group chaired by Ed O’Neill
  • Looking at issues related to:
    • collections, selections, anthologies...
    • augmentations
    • series
    • journals
    • integrating resources
    • multipart monographs
working group on the expression entity
Working Group on the Expression Entity
  • Proposal to refine the description of Expression in Section 3.2.2 of FRBR
  • Problematic statement:

“Strictly speaking, any change in intellectual or artistic content constitutes a change in expression.”

working group on frbr crm dialogue
Working Group on FRBR/CRM Dialogue
  • Joint IFLA Cataloguing Section/ICM International Committee for Documentation project
  • Harmonizing FRBR bibliographic model with the CRM cultural heritage information model
  • Expressing FRBR entity-relationship model as an object-oriented model
system vendor survey
System Vendor Survey
  • 70 questionnaires;12 responses
  • 67% keep up to date with FRBR activities; 41% actively participate
system vendor survey1
System Vendor Survey
  • 50% said FRBR has had no impact on current products
  • 67% said FRBR has some impact on product development
system vendor survey2
System Vendor Survey
  • 67% have customers inquiring about or asking for FRBR support
  • 84% said “valuable conceptual tool” or “useful practical tool
frbr in use
FRBR in use

OCLC’s Open WorldCat

frbr in use1
FRBR in use

OCLC’s FirstSearch Pilot

frbr resources
FRBR resources
  • IFLA FBR Review Group

  • FRBR Blog
  • Tillett, Barbara. “What is FRBR?: A Conceptual Model for the Bibliographic Universe.” 2004. Available at
  • Maurer, Margaret. “Before You Attend the Workshop: FRBR and theFuture,” TechKNOW 10, no. 4 (March 2004). Available at
  • FRBR – “the need to extend the model … to cover authority data”
  • Working group established in 1998
  • Worldwide review completed in October 2005
  • Final editing of functional requirements in process



known by

Names and/or


Controlled Access Points

basis for

frar resources
FRAR resources
  • Patton, Glenn. “FRAR: Extending FRBR Concepts to Authority Data.” 2005. Available at:
  • The functional requirements document as made available for worldwide review:
  • A further extension of FRBR into the area of subject access
  • Both subject thesauri and classification
  • Working group chaired by Marcia Zeng (Kent State University), Maja Žumer (University of Ljubljana) and Athena Salaba (Kent State University)

frsar terms of reference
FRSAR terms of reference
  • Build a conceptual model of Group 3 entities within the FRBR framework
  • Provide a clearly defined, structured frame of reference for relating the data that are recorded in subject authority records to the needs of the users of those records
  • Assist in an assessment of the potential for international sharing and use of subject authority data both within the library sector and beyond
ifla meeting of experts on an international cataloguing code1
IFLA Meeting of Experts on an International Cataloguing Code
  • “A code for code makers”
  • Meetings of Experts
    • Frankfurt (2003)
    • Buenos Aires (2004)
    • Cairo (2005)
    • Seoul (2006)
    • Durban (2007)

  • Joint Steering Committee meeting this week, Ottawa, Ontario
  • Agenda:
    • Review of comments on Part I (Resource Description)
    • Initial Review of Part II (Relationships)
part i resource description
Part I — Resource Description

Introduction to part I

Chapter 1. General guidelines on resource description

Chapter 2. Identification of the resource

Chapter 3. Technical description

Chapter 4. Content description

Chapter 5. Information on terms of availability, etc.

Chapter 6. Item-specific information

part ii relationships
Part II — Relationships

Introduction to part II

Chapter 7. General guidelines on reflecting relationships

Chapter 8. Access points reflecting relationships to persons, families, and corporate bodies

Chapter 9. Citations for related works, etc.

Chapter 10. Special instructions for particular types of works

part iii access point control
Part III - Access Point Control

Introduction to part III

Chapter 11. General guidelines on access point control

Chapter 12. Names of persons

Chapter 13. Names of families

Chapter 14. Names of corporate bodies

Chapter 15. Names of places

Chapter 16. Citations for works, etc.

Chapter 17. Other information used in access point control

appendices etc
Appendices, etc.

Appendix A. Capitalization

Appendix B. Abbreviations

Appendix C. Initial articles

Appendix D. Presentation of descriptive data

Appendix E. Presentation of access point control data



rda timeline
RDA Timeline
  • May 2005-July 2005: Development of prospectus
  • Oct. 2005-April. 2006: Completion of draft of part I, and constituency review
  • May 2006-Sept. 2006: Completion of draft of part II, and constituency review
  • Oct. 2006-Apr. 2007: Completion of draft of part III, and constituency review
  • May 2007-Sept. 2007: Completion of General Introduction, Appendices, and Glossary
  • 2008: Publication
changes in the process
Changes in “the Process”
  • Drafts openly available for review and comment

  • Constituent comments also available



rda and onix
  • Joint initiative announced April 10:

“… to develop a framework for categorizing resources in all media that will support the needs of both libraries and the publishing industry and will facilitate the transfer and use of resource description data across the two communities.”

rda information
RDA information
  • On the JSC website:

  • On the CC:DA website:

  • ALCTS Forum on RDA:

Saturday, June 24th, 4:00 to 5:30 p.m.

Morial Convention Center, Room 295/296


More Questions?

Glenn Patton

1-800-848-5878, ext. 6371