IDENTIFYING RELATIONSHIPS
Yhna Therese P. Santos, RL
Faculty Member, UP School of Library and Information Studies
Seminar-Workshop on Resource Description and Access
Balanghai Hotel and Convention Center
Butuan City
October 29 – 30, 2012
RDA Module 5
RELATIONSHIPS
Identifying Relationships
Recording Relationships
BASICS OF RELATIONSHIPS
Expressing Relationships:
Helps users find what they want!
3
1. What are relationships?
2. Why relationships?
WORK
EXPRESSION
MANIFESTATION
ITEM
PERSON
Produced by
Realized by
Created by
CORPORATE
BODY
WORK
EXPRESSION
MANIFESTATION
Primary
Relationships
ITEM
Owned by
PERSON
Produced by
Realized by
Created by
CORPORATE
BODY
WORK
Is realized
through an
EXPRESSION
Is embodied in
MANIFESTATION
Is exemplified by an
ITEM
WORK
EXPRESSION
MANIFESTATION
ITEM
RECORDING PRIMARY RELATIONSHIPS
Identifier for the related work [RDA 6.9],
expression [RDA 6.14], manifestation, or item
[RDA 2.15]
 Preferred access point representing the related
work or expression [RDA 6.27]
 Composite description aka analytical description

WHAT TO RECORD
Expression of the work
 Work expressed
 Manifestation of work
 Work manifested*
 Manifestation of an expression
 Expression manifested*
 Item of manifestation
 Manifestation exemplified

* Core element
RECORDING RELATIONSHIPS
TO PERSONS, FAMILIES AND
CORPORATE BODIES
ASSOCIATED WITH A
RESOURCE
Relating Entities from Group 2 to Group 1
ENTITIES BEING RELATED
Relationships between:
11
1. Resources and associated persons,
families, and corporate bodies
2. Resources (works, expressions,
manifestations, items)
3. Persons, families, corporate bodies
FUNCTIONAL OBJECTIVES
 find
works, expressions, manifestations, or
items that are related to those retrieved in
response to the user’s search
 understand the relationship between two
or more works or expressions represented
by preferred access points
WORK
GROUP 1
EXPRESSION
MANIFESTATION
ITEM
GROUP 2
PERSONS
Produced by
Realized by
Created by
FAMILIES
CORPORATE
BODIES
RDA CHAPTERS RELATING RESOURCES TO
GROUP 2 ENTITIES
Creators and others associated with works (ch. 19)
 Contributors associated with expressions
(ch. 20)
 Entities related to manifestations (ch. 21)
 Entities related to items (ch. 22)

RELATIONSHIPS OF ENTITIES RELATING TO
WORKS

Creators
 If there is more than one creator responsible for
the work, only the creator having principal
responsibility named first in resources
embodying the work or in reference sources is
required. If principal responsibility is not
indicated, only the first-named creator is
required
EXAMPLES
Hemingway, Ernest, 1899-1961
100 $a Hemingway, Ernest, 1899-1961 $e author
Rizal, Jose, 1861-1896
John Paul II, Pope, 1920–2005
Beethoven, Ludwig van, 1770–1827
Romanov (Dynasty)
Northern Pacific Railway Company
RELATIONSHIP DESIGNATORS:
AND
WORK
ENTITIES
TRANSCRIPTION USING MARC 21
100 $a European Conference on Encoded
Archival Description and Context (EAD
and EAC), $e creator.
700 $a Stockting, Bill, $e editor of
compilation
ANOTHER FORM OF TRANSCRIPTION
Title Proper
Encoding across frontiers
Other title information
proceedings of the European
Conference on Encoded Archival
Description and Context (EAD and
EAC), Paris, France 7-8 October
2004
Statement of responsibility relating Bill Stockting editor
to title
Creator
European Conference on Encoded
Archival Description and Context
(EAD and EAC) (2004: Paris,
France)
Contributor
Stockting, Bill
Relationship designator
editor of compilation
RELATIONSHIPS OF ENTITIES RELATED TO
EXPRESSIONS
Contributors
 Illustrators
 Arrangers, transcribers etc
 Performers
 Compiler of laws

EXAMPLE
100 1# $a Wood, Audrey.
245 14 $a The napping house / $c Audrey
Wood ; illustrated by Don Wood.
700 1# $a Wood, Don, $e illustrator.
Title Proper
The napping house
Statement of responsibility
relating to title
Audrey Wood
Contributor
Don Wood
Relationship Designator
illustrator
RELATIONSHIP DESIGNATORS:
ENTITIES AND EXPRESSIONS
RELATIONSHIPS OF ENTITIES AND
MANIFESTATIONS
Producers
 Publisher
 Distributor
 Manufacturer
 Others

Lithographer
 Engraver
 etc

EXAMPLE
260 $a Bethesda : $b NIH, $c 2008.
710 $a National Institutes of Health
(U.S.), $e broadcaster.
Place of Publication
Bethesda
Publisher’s name
NIH
Copyright date
2008
Contributor
National Institutes of Health (U.S.)
Relationship Designator
broadcaster
245 $a Black X-mas
260 $a Montreal, QC : $b Distributed
exclusively in Canada by TVA Films, $c
c2007 $e ([Beverly Hills, California]): $f
29292 Productions
710 $a TVA Films (Firm)
710 $a 2929 Productions (Firm)
Title
Black X-mas
Place of distribution
Montreal, QC
Distributor’s name
Distributed exclusively in Canada by
TVA Films
Distributor
TVA Films (Firm)
Manufacturer
2929 Productions (Firm)
RELATIONSHIP DESIGNATORS:
ENTITIES AND ITEM

Owner
Current owner
 Former owner


Custodian
EXAMPLE
500 $a University Library's copy
has ms. notes by author on
endpapers. $5 IaH
700 $a Smiley, Jane, $e annotator.
Note
University Library’s copy has ms.
notes by author on endpapers
Contributor
Smiley, Jane
Relationship designator
annotator
RELATED ENTITIES IN GROUP 1
Related works
 Related expressions
 Related manifestations
 Related items

FUNCTIONAL OBJECTIVES AND
PRINCIPLES
The data recorded to reflect relationships between
works, expressions, manifestations, and items
should enable the user to:
a) find works, expressions, manifestations, or items
that are related to those retrieved in response to
the user’s search
b) understand the relationship between two or more
works or expressions represented by preferred
access points.
METHODS FOR DESCRIBING/RECORDING
Use of identifier
 Authorized access point
 Structured or unstructured description

Structured description = note or linking field: indicate
elements by ISBD punctuation or MARC tagging
 Unstructured description = note using narrative rather a
formal tagged structure to indicate the relationship

RELATED WORKS
Scope – a related work is a work related to the
work represented by a preferred access point
 Common work relationships:


Whole-part, e.g.,
Works in a compilation
 Chapters in a book

Adaptations
 Commentary
 Supplements
 Sequential relationships (e.g., earlier and later
serials)

EXAMPLE
Paraphrase of: Tippet, Michael, 1905-1998. -Mask
of Time. – ISWC T 010.304.108-2
Identifier for the resource
being paraphrased
Resource is a paraphrase and is being related to
the work which it paraphrased.
Finding aid: http://bibpurl.oclc.org/web/14192
Resource described is an archival collection of
papers and related materials. The description
relates the material described to another work
which is a finding aid
RELATED EXPRESSION

Scope – a related expression is an expression
related to the expression represented by a
preferred access point (e.g., a revised version, a
translation)
COMMON EXPRESSION RELATIONSHIPS






Whole-part (e.g., translations in a compilation)
Revisions
Editions
Translations
Language editions
Abridgements
IDENTIFIERS FOR RELATED EXPRESSIONS
Translated as: http://bibpurl.oclc.org/ web/14222
767 0# $o http://bibpurl.oclc.org/web/1422
Contains: Plate number: E.E. 3646
774 0# $o Plate number: E.E. 3646
EXAMPLES OF UNSTRUCTURED DESCRIPTIONS
FOR RELATED EXPRESSIONS
Revised and shortened version of the author’s
thesis (Ph.D.)—Yale University, 1982
500 ## $a Revised and shortened version
of the author’s thesis (Ph.D.)-Yale
University, 1982
The English edition of a Spanish publication, which
is also issued in French, German, and Arabic
editions
EXAMPLES OF STRUCTURED DESCRIPTIONS FOR
RELATED EXPRESSIONS
Revision of: Biology of fishes / Carl Bond. — 2nd
edition. — 1996
500 ## $a Revision of author’s 2nd
edition of Biology of fishes
May be expressed as an unstructured description
to:
Revised edition of Bond’s 2nd edition of Biology of
fishes.
RELATED MANIFESTATIONS

Scope - A related manifestation is a
manifestation related to the resource being
described (e.g., a manifestation in a different
format).
COMMON MANIFESTATION RELATIONSHIPS
Reproductions
 Different formats for same expression (e.g., book
vs. CD; book vs. PDF)
 Special issues

EXAMPLES OF IDENTIFIERS FOR RELATED
MANIFESTATIONS
Also issued as: ISBN 978-0-06128- 533-2
775 0# $z ISBN 978-0-06128-533-2
Also issued as: Walt Disney Studios Home
Entertainment: 5568103
775 0# $i Also issued as $o Walt Disney
Studios Home Entertainment 5568013
RELATED ITEMS

A related item is an item related to the resource
being described (e.g., an item used as the basis
for a microform reproduction).
COMMON ITEM RELATIONSHIPS
Reproduction of a specific copy
 “Bound with”
 Item added to copy of manifestation in a special
collection

EXAMPLES
775 $i Reprint of (item): $t Hiking in
Unicoi State Park $d Helen, GA : RST
Publishers, 1955. $h 22 p. : ill. ; 19
cm.
Bound with: Report of the Committee on the
District of Columbia in relation to the city of
Washington : read in Senate, February 2, 1835.
— City of Washington : Printed at the Globe
Office, 1835
Reproduction of original from Harvard Law School
Library
RELATIONSHIPS BETWEEN PERSONS,
FAMILIES AND CORPORATE BODIES
find persons, families, or corporate bodies that are
related to the person, family, or corporate body
represented by the access point retrieved in
response to the user’s search
 understand the relationship between two or more
persons, families, or corporate bodies represented
by preferred access points.


Methods
Identifier
 Preferred access point

Can be recorded using MARC field 500
 Relationship designator can be derived from
Appendix K of RDA

EXAMPLE
110 2# $a Library of Congress. $b
Policy and Standards Division
510 2# $w r $i Predecessor: $a Library
of Congress. $b Cataloging Policy and
Support Office
110 2# $a Library of Congress. $b
Cataloging
Policy and Support Office
510 2# $w r $i Successor: $a Library of
Congress. $b Policy and Standards
Division
100 1# $a Garr, Arnold K.
510 2# $w r $i Employer: $a Brigham
Young University
THANK YOU!