General Guidelines on Constructing Access Points to Represent Persons

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Victoria Leonard
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1 To: From: Joint Steering Committee f Development of RDA Ebe Kartus, ACOC Representative Page 1 of 10 Subject: Priity der f additions to authized access points representing a person (Revision of RDA 9.19) ACOC thanks the British Library f its proposal. ACOC agrees that this issue needs to be addressed, but does not suppt wholly removing priity der f additions to authized access points representing a person. We agree with the ALA response preserving titles and dates as preferred additions to access points, but would prefer new instructions at 9.19 in der to maintain the priity of titles, dates, and fuller fm of name over other additions to name access points. ACOC s proposed revisions to 9.19 maintain the precedence of titles, dates, and fuller fm of name while also addressing the British Library s concern that instructions do not permit what may be useful additions due to the priity der, and allowing a measure of flexibility in cataloguer s judgement. Our proposed revisions include the additional sentences at and found in the ALA response to 6JSC/BL/20. These additional sentences instruct cataloguers to choose the most authitative date when multiple dates are found in reference resources. As in the British Library proposal and ALA response, ACOC s revisions to 9.19 separate the instructions f Period of Activity of the Person and Profession Occupation, which were iginally separate elements later combined by 6JSC/LC/12. We agree that this is justified because the two are different elements and should be separate, but would caution against such reversals in the future. Proposed revision marked up copy General Guidelines on Constructing Access Points to Represent Persons When constructing an authized access point to represent a person, use the preferred name f the person (see 9.2.2) as the basis f the preferred access point. Fitzgerald, Ella Preferred name f the person: Ella Fitzgerald Masson-Vincourt, Marie-Paule Preferred name f the person: Marie-Paule Masson-Vincourt Bolingbroke, Henry St. John, Viscount Preferred name f the person: Henry St. John, Viscount Bolingbroke Leonard, da Vinci Preferred name f the person: Leonardo da Vinci C. G. A. v. Z. Preferred name f the person: C. G. A. v. Z. Buckskin Bill Preferred name f the person: Buckskin Bill

2 Add the following elements in this der of preference: Page 2 of 10 a) title other designation associated with the person (see ), and/ date of birth and/ death (see ) b) fuller fm of name (see ) c) one me of the following elements if needed to distinguish access points representing different persons, as appropriate: period of activity of the person (see ) profession occupation (see ) other term of rank, honour, office (see ) other designation (see ) Carlos, Prince of Asturias Clement I, Pope Me, Thomas, Saint Luke, Saint (Spirit) Smith, John, 1978 Smith, John, Allen, Richard (Richard H.) Allen, Richard (Richard Ian Gdon) Person whose name consists of a phrase appellation not conveying the idea of a person. When constructing an authized access point f a person whose name consists of a phrase appellation not conveying the idea of a person, apply the following instructions even if not needed to distinguish access points representing different persons with the same name. Add after the name: a) a term indicating profession occupation (see 9.16) f human entities b) a term indicating fictitious legendary character (see ) c) a term indicating type, species breed f real non-human entities (see ) Make the additions specified at if they are needed to distinguish access points representing different persons with the same name. Make the additions specified at even if they are not needed to distinguish access points representing different persons with the same name.

3 Page 3 of 10 If no suitable addition is available, use the same access point f all persons with the same name. Use an undifferentiated name indicat (see 8.11) to indicate that the name is undifferentiated Date of Birth and/ Death Add the date of birth (see 9.3.2) and/ date of death (see 9.3.3) if needed to distinguish one access point from another. If reference sources provide differing infmation about a person s birth death date, use the most authitative date. Recd the year alone. Add the month month and day if needed to distinguish one access point from another. Add the date of birth and/ death even if there is no need to distinguish Fuller Fm of Name [Instruction unchanged] Period of Activity of the Person Add the period of activity of the person (see 9.3.4) profession occupation (see 9.16) if needed to distinguish one access point from another. If reference sources provide differing infmation about a person s period of activity, use the most authitative date dates. Make this addition when the following elements are not available: date of birth and/ death (see ) fuller fm of name (see )

4 Addition of a Period of Activity Smith, John, flourished 1705 Smith, John, active Xu, Zhen, active 1377 Xu, Zhen, jin shi 1523 Allen, Charles, 17th century Allen, Charles, 18th century 19th century Page 4 of 10 Johannes (Notary) A. K. (Musician) Chris (Rapper) Hancock, Mary (Architect) Butler, Jean (Composer) Hall, Daniel (Tax collect) Orr, Marjie (Veterinarian) Watt, James (Gardener) Brown, Carol (Flutist) Add the period of activity of the person and/ profession occupation in any der even if there is no need to distinguish Bal amī Abŭ Alī Muhammad ibn Muhammad, flourished Aelfgifu, Queen, const of Edwy, King of England, flourished 956 Callistratus, of Aphidna, flourished 377 B.C. 361 B.C. Adam II, Abbot of De, flourished Cai, Shangxiang, jin shi 1761 Zacharias (Notary), active Profession Occupation Add the profession occupation (see 9.16) if needed to distinguish one access point from another. Make this addition when the following elements are not available: date of birth and/ death (see ) fuller fm of name (see ) Johannes (Notary) A. K. (Musician) Chris (Rapper) Hancock, Mary (Architect) Butler, Jean (Composer) Hall, Daniel (Tax collect) Orr, Marjie (Veterinarian) Watt, James (Gardener)

5 Brown, Carol (Flutist) Page 5 of 10 Add the profession occupation even if there is no need to distinguish Anderson, Reid (Profess of graphic design) Ross, Anne (Production designer) Bergquist, Karin (Musician) Other term of Rank, Honour, Office Add a term indicative of rank, honour, office if the term appears with the name (see ) if it is needed to distinguish one access point from another. Make this addition when the following elements are not available: date of birth and/ death (see ) fuller fm of name (see ) Wood, John, Captain Captain, a term of rank, added to help distinguish the authitized access point from another Add a term of rank, honour, office even if there is no need to distinguish Appleby, Robert, Sir Sir, a term of honour f a knight, added to help identify the person Other Designation If none of the additions at is sufficient appropriate f distinguishing between the access points f two me persons, aadd an appropriate other designation (see ) if needed to distinguish one access point from another. Make this addition when the following elements are not available: date of birth and/ death (see ) fuller fm of name (see )

6 Nichols, Chris (Of the Nth Oxfd Association) Lang, John (Brother of Andrew Lang) Budd, Henry (Cree Indian) Yaśodhară (Wife of Gautama Buddha) Independent Burgess (Of Nottingham) Page 6 of 10 Proposed revision clean copy General Guidelines on Constructing Access Points to Represent Persons When constructing an authized access point to represent a person, use the preferred name f the person (see 9.2.2) as the basis f the preferred access point. Fitzgerald, Ella Preferred name f the person: Ella Fitzgerald Masson-Vincourt, Marie-Paule Preferred name f the person: Marie-Paule Masson-Vincourt Bolingbroke, Henry St. John, Viscount Preferred name f the person: Henry St. John, Viscount Bolingbroke Leonard, da Vinci Preferred name f the person: Leonardo da Vinci C. G. A. v. Z. Preferred name f the person: C. G. A. v. Z. Buckskin Bill Preferred name f the person: Buckskin Bill Add the following elements in this der of preference: d) title other designation associated with the person (see ), and/ date of birth and/ death (see ) e) fuller fm of name (see ) f) one me of the following elements if needed to distinguish access points representing different persons, as appropriate: period of activity of the person (see ) profession occupation (see ) other term of rank, honour, office (see ) other designation (see ) Carlos, Prince of Asturias Clement I, Pope Me, Thomas, Saint Luke, Saint (Spirit) Smith, John, 1978 Smith, John, Allen, Richard (Richard H.)

7 Allen, Richard (Richard Ian Gdon) Page 7 of 10 Person whose name consists of a phrase appellation not conveying the idea of a person. When constructing an authized access point f a person whose name consists of a phrase appellation not conveying the idea of a person, apply the following instructions even if not needed to distinguish access points representing different persons with the same name. Add after the name: d) a term indicating profession occupation (see 9.16) f human entities e) a term indicating fictitious legendary character (see ) f) a term indicating type, species breed f real non-human entities (see ) Make the additions specified at if they are needed to distinguish access points representing different persons with the same name. Make the additions specified at even if they are not needed to distinguish access points representing different persons with the same name. If no suitable addition is available, use the same access point f all persons with the same name. Use an undifferentiated name indicat (see 8.11) to indicate that the name is undifferentiated Date of Birth and/ Death Add the date of birth (see 9.3.2) and/ date of death (see 9.3.3) if needed to distinguish one access point from another. If reference sources provide differing infmation about a person s birth death date, use the most authitative date. Recd the year alone. Add the month month and day if needed to distinguish one access point from another.

8 Page 8 of 10 Add the date of birth and/ death even if there is no need to distinguish Fuller Fm of Name [Instruction unchanged] Period of Activity of the Person Add the period of activity of the person (see 9.3.4) if needed to distinguish one access point from another. If reference sources provide differing infmation about a person s period of activity, use the most authitative date dates. Make this addition when the following elements are not available: date of birth and/ death (see ) fuller fm of name (see ) Smith, John, flourished 1705 Smith, John, active Xu, Zhen, active 1377 Xu, Zhen, jin shi 1523 Allen, Charles, 17th century Allen, Charles, 18th century 19th century Add the period of activity of the person even if there is no need to distinguish Bal amī Abŭ Alī Muhammad ibn Muhammad, flourished Aelfgifu, Queen, const of Edwy, King of England, flourished 956 Callistratus, of Aphidna, flourished 377 B.C. 361 B.C. Adam II, Abbot of De, flourished Cai, Shangxiang, jin shi 1761 Zacharias (Notary), active Profession Occupation Add the profession occupation (see 9.16) if needed to distinguish one access point from another. Make this addition when the following elements are not available:

9 date of birth and/ death (see ) Page 9 of 10 fuller fm of name (see ) Johannes (Notary) A. K. (Musician) Chris (Rapper) Hancock, Mary (Architect) Butler, Jean (Composer) Hall, Daniel (Tax collect) Orr, Marjie (Veterinarian) Watt, James (Gardener) Brown, Carol (Flutist) Add the profession occupation even if there is no need to distinguish Anderson, Reid (Profess of graphic design) Ross, Anne (Production designer) Bergquist, Karin (Musician) Other term of Rank, Honour, Office Add a term indicative of rank, honour, office if the term appears with the name (see ) if needed to distinguish one access point from another. Make this addition when the following elements are not available: date of birth and/ death (see ) fuller fm of name (see ) Wood, John, Captain Captain, a term of rank, added to help distinguish the authitized access point from another Add a term of rank, honour, office even if there is no need to distinguish Appleby, Robert, Sir Sir, a term of honour f a knight, added to help identify the person

10 Other Designation Page 10 of 10 Add an appropriate other designation (see ) if needed to distinguish one access point from another. Make this addition when the following elements are not available: date of birth and/ death (see ) fuller fm of name (see ) Nichols, Chris (Of the Nth Oxfd Association) Lang, John (Brother of Andrew Lang) Budd, Henry (Cree Indian) Yaśodhară (Wife of Gautama Buddha) Independent Burgess (Of Nottingham)

Joint Steering Committee for Development of RDA Dave Reser, LC Representative Subject: Revision of 9.6

To: From: Joint Steering Committee for Development of RDA Dave Reser, LC Representative Subject: Revision of 9.6 6JSC/BL/13/LC follow-up Page 1 of 25 The following represents the JSC decisions with regard