1

MODULE 4 : NAVIGATING
THE RDA TOOLKIT
Adapted by: Rebecca Burbank,
Based on slides created by: Marcia Salmon
Outline of RDA Toolkit Training
2



Accessing the RDA Toolkit



Introduction to the RDA Toolkit



Navigating RDA Too...
3

ACCESSING THE RDA
TOOLKIT
4

Accessing the RDA Toolkit
Logging into RDA Toolkit
Logging into the RDA Toolkit
5



We will login to the RDA Toolkit in two ways
IP Recognition for McGill‟s Site Subscript...
6
7
Logging into the RDA Toolkit
IP Recognition for Site Subscription licence
8



McGill users are authenticated through the...
9

INTRODUCTION TO
THE RDA TOOLKIT
10

Introduction to the RDA
Toolkit
About the RDA
Toolkit
About the RDA Toolkit

11



RDA has been created by a
collaboration of international libraries
lead by the Joint Steerin...
12

Introduction to the RDA
Toolkit
Benefits of the RDA Toolkit
Benefits of the RDA Toolkit

1

13



RDA content and RDA software are combined in the
RDA Toolkit



As a web tool – gr...
14

NAVIGATING RDA
TOOLKIT DOCUMENTS
15

Navigating RDA Toolkit
Documents
RDA Tab
RDA Tab
16



The RDA Tab allows for browsing of the
RDA content



Starting point for browsing the Table of
Contents
RDA: Navigating RDA Using Table
of Contents
17



The content of RDA may be browsed in the RDA
Table of Contents



Clic...
18
Scavenger Hunt
19



From the RDA Table of Contents, locate 19.1.1
Sources of Information



Are there any LCPS associat...
RDA: Glossary
20



There are many new terms in RDA



Therefore there are hyperlinks in the text of RDA to glossary
ter...
RDA: Glossary
21



Clicking Status of Identification brings us to the
glossary



The glossary is also listed in the Ta...
RDA: Synchronize with Table of
Contents
22



Synch TOC Icon synchronizes the Table of Contents
with the section of RDA t...
RDA: Print Text
23



Click the Print Text icon to create a PDF document
which maybe printed
RDA: Viewing Options
24


The elements viewed in the RDA Toolkit can be filtered



From the View Text Menu you have the...
RDA: View Text
25


To hide examples in RDA click Hide Examples on View Text menu



The filtered icon indicates that th...
Scavenger Hunt
26



Using the View Text Icon hide the examples in
the RDA Toolkit



Using the Table of Contents, locat...
27

Navigating RDA Toolkit
Documents
RDA Element Set
View
RDA Element Set View
28



The Tools Tab has documents that assist in
accessing RDA content



One of these documents in...
RDA Element Set View: FRBR
29



This section can be used to explore RDA
through the FRBR Model and see how they
correlat...
RDA Element Set View:
FRAD
30



FRAD Entities were created for relating
the data in library authority records to the
nee...
31

Scavenger Hunt:
Where do the grey
hyperlinks lead to?
32

Navigating RDA Toolkit
Documents
RDA Mappings
RDA Mappings
33



The Tools Tab contains documents that
assist in accessing RDA content.



One of these documents in t...
RDA Mappings:
MARC Bibliographic to RDA
34

MARC is the most popular encoding standard for encoding
bibliographic data for...
Scavenger Hunt
35



Locate the MARC Bibliographic to RDA
Mapping



How many RDA elements are mapped to 300

$b ?
RDA Mappings:
RDA to MARC Bibliographic
36


While there is often a one-to-one correspondence between RDA
and MARC 21, th...
Scavenger Hunt
37



Locate the RDA to MARC Bibliographic
Mapping



Which MARC fields are mapped to RDA
Instruction Num...
RDA Mappings: RDA to MARC
Authority Mapping
38



RDA to MARC Authority Mapping can also be viewed in
either direction
RDA Mappings: RDA to MODS
Mapping
39



Metadata Object Description Schema (MODS) is a schema for a
bibliographic element...
Workflows
40



Specific workflows can be designed to guide
everyday procedures
41

Navigating RDA Toolkit
Documents
ERDS
Entity Relationship
Diagrams

42



The Tools Tab contains documents that
assist in accessing and understanding
RDA conte...
43

ERDs: Entity Relationship
Diagrams
44
45

Navigating RDA Toolkit
Documents
AACR2
AACR2
46



The Resources Tab allows contains
documents related to RDA



One of these documents in the Resources
Tab is...
AACR2
47


The text of AACR2 may be browsed using the navigation bar



This symbol is used for internal links to variou...
48

Navigating RDA Toolkit
Documents
Library of Congress
Policy Statements
Library of Congress Policy
Statements
49



The Resources Tab contains documents
related to RDA



One of these document...
Library of Congress Policy
Statements
50



The Library of Congress Policy Statements (LCPS) are
the equivalent of the Li...
Library of Congress Policy
Statements
51

The LCPS is also embedded in the related sections of RDA
This symbol is used to ...
52

Navigating RDA Toolkit
Documents
Other Resources
Other Resources
53



The Resources Tab contains documents
related to RDA



Within the Resources Tab are links to
Other...
Other Resources
54



There are links to the following resources, these
resources open in a separate browser window:
 FR...
55

SEARCHING THE RDA
TOOLKIT
56

Searching the RDA Toolkit
Quick Search
Quick Search
57



The RDA Quick Search box is located by the user menu



The RDA Quick Search allows for the searching...
Scavenger Hunt
58



Using the quick search function, find three
elements that contain the word Montreal.
59

Searching the RDA Toolkit
Advance Search
Advanced Search
60



Click on the Advanced Search Icon in the user menu
Advanced Search
61


Words or phrases may be searched



The documents being searched may be selected



The search of ...
Advanced Search
62
Scavenger Hunt
63



Searching within RDA locate all instances of
the words Music Score



How many results are there ou...
64

Searching the RDA Toolkit
AACR2 Rule
Number Search
AACR2 Rule Number Search
65




RDA may be searched by AACR2 Rule Number in the Advanced
Search screen
Enter AACR2 rule ...
AACR2 Rule Number Search
66



The following are the results for the AACR2 Rule Number Search
for AACR2 2.5B2
67

Accessing the RDA Toolkit
Creating and Using User Profile
The User Profile
68


User profiles allow for the personalization of the RDA Toolkit by
giving users the ability to:


...
Creating A User Profile
69



Click on Create Profile icon
Creating A User Profile
70



Enter information needed to create a new profile such as
full name, profile name, email add...
Creating A User Profile
71





Agree to the RDA Toolkit terms and conditions by
checking the Agree box
Then click Creat...
The User Profile
72



Login to user profile by entering Profile Name and
Password and pressing Enter, or by clicking the...
Training Profile
73



Profile Name: Training Session



Password: mcgill
Logging into the RDA Toolkit
Individual Subscription Login
74





Institutional and single user‟s name are displayed wh...
Creating A User Profile
75





Institutional and user’s name are displayed when
logged into the individual‟s profile
Wh...
The User Profile
76


Report technical issues via the RDA Toolkit Support Centre



Access this page with the Support Ic...
RDA: Bookmark
77



Sections of RDA text maybe bookmarked by clicking on
the Bookmark Icon
RDA: Bookmark
78



In the Managing Bookmarks box click on Add to add new
bookmark
RDA: Bookmark
79



Click in the RDA document to set the location of the
bookmark
RDA: Bookmark
80



In the Add Bookmark box type Bookmark Name and
Bookmark Annotation box add annotation and click Set
RDA: Bookmark
81




The following icon denotes that a section of the RDA document has
been bookmarked
Bookmarks are sav...
RDA: View Text
82


To hide bookmarks in RDA click Hide Bookmarks on View Text menu



The Bookmark Icon will disappear
...
Scavenger Hunt
83



Using the table of contents, find section 17



Create a bookmark at the location assigned to
you

...
84

USER CONTRIBUTED
WORKFLOWS AND
MAPPINGS
85

User Contributed Workflows and
Mappings
Creating a
Workflow or
Mapping
Creating a Workflow or
Mapping
86



The Tools Tab allows for the creation of
user contributed content that is used to
as...
Workflows or Mappings
87

Workflows may be used to:




Create customized, user created guides for RDA Toolkit
documents...
About Workflows
88



This is an example of Workflow for a Simple
Book created by the Library of Congress
Creating Workflows
89



To create a workflow, click on Create Workflow
Creating Workflows
90







In the Name Your Workflow box. Enter the Workflow
title.
Use an existing workflow as a sta...
Creating Workflows
91




Add workflow content using the Workflow Editor
Click on the save icon to save the workflow
Scavenger Hunt
92



Looking within the Tools Tab, find the Shared
Workflows titled:
 „LC

Staff: Simple Book‟, &
 „LC ...
About Mappings
93



The RDA Mappings documents are the
official mappings



Customized mapping between RDA and a
metada...
Creating Mappings
94



Enter the Mapping title in the Name Your Mapping box



Use an existing mapping as a starting po...
Creating Mappings: Mapping Editor
95


Add mapping content using the Mapping Editor click on the save
icon to save the ma...
96

User Contributed Workflows and
Mappings
Sharing and Linking
to a Workflow or
Mapping
Sharing Workflows or Mappings
97



There are three levels of permissions for sharing
workflows and mappings:


Private:...
Sharing Workflows
98



The level of access granted to
workflows may be changed via
the User Profile



Click on Change ...
Sharing Workflows
99



Access may also be granted to shared Workflows by using
the Share Mode within the Workflows Edito...
Sharing Mappings
100



The level of access
granted to mappings may
be changed via the User
Profile



Click on Change S...
Sharing Mappings
101



Access may also be granted to shared Workflows by using
the Share Mode within the Mappings Editor
Linking to Workflows or
Mappings
102

To link to a Workflow or Mapping from another location, first
display the correct we...
Linking to Workflows or Mappings
103



After selecting show only this frame the web address
should change



The new ad...
104

TIPS FOR NAVIGATING
THE RDA TOOLKIT
105

Tips for navigating the RDA
Toolkit
RDA Toolkit Help
RDA Toolkit Help
106



Link to the RDA Toolkit Help through the
left navigation bar
RDA Toolkit Help
107



The RDA Toolkit Help has useful tips for navigating the
RDA Toolkit
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Rda Module 4: Navigating the RDA Toolkit

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  • We are going to explore the toolkitThis is an introductory look at the tool kit, it is hoped that by the end of this module, trainees will be comfortable :Navigating the three tabs in the toolkit to find the information that they needUsing the search functionNavigating the toolkit using the internal linksKnow about mappings and workflows, but not necessarily how to create one
  • We will only log into the individual profile if we have time.***This training module has been organized so that logging in to the individual account is not necessary until trainees reach the section about setting bookmarks and creating workflows and mappings.
  • When finding the toolkit through a search engine this is the page that will usually be foundThe RDA toolkit is also in the McGill catalog, we can access it that way too!!From here we can access the toolkit by clicking on the ACCESS button
  • We have a good range of functionalities when just logged into the McGill account.We can:Browse RDAAACR2LCSPShared workflows and mappingsWe cannot:Create our own workflows and mappingsSee or create our personal bookmarksSave searches
  • Fancy way of saying that the site will recognize the machines at McGill and log us in automatically.This is what it will look like when you arrive at the toolkit when using a computer on the McGill network. This shot computer is logged into the McGill account but not into a individual account.Get everyone to get to this point and be sure that they are all recognized as McGill University library
  • Start here….
  • New editions of the elements are added seamlesslyThe toolkit is searchable which allows a new way to navigate this type of materialThe toolkit has an area which allows for user generated work tools to be stored: workflows and mappings. These can be linked to RDA content and external sites so that complete instructions for a procedure can be built within the toolkit.
  • We are logged in as McGill and are ready to look through the different content within the toolkit.The first tab we are going to look at is the RDA Tab
  • This is the first tab that we will explore
  • This way we can see all of the segments located within the RDA section of the ToolkitThe RDA table of contents can always be accessed by clicking on the RDA tab.When flipping between tabs your place will not be lost.
  • This shows how far into the RDA content you can browse through the table of contentsThis is also a great example of how the Toolkit links to resources within the toolkit The green LCPS icon indicates that there is a library of congress policy statement associated with this elementThis is one of several types of links that are made within the toolkit
  • There aren’t
  • If you scroll (or use the TOC to arrive at) to 5.7.1.1 Basic instructions on Recording Dimensions and look at the scope you will see the glossary hyperlinkGlossary hyperlinks are brown with a downward pointing triangle at the endThere is also a LCPS link in this screen shot, and the synch TOC button was used
  • Users can navigate to the glossary by using the search functions, the TOC, or via the links scattered throughout the RDA Toolkit
  • When browsing sometimes is can get confusing to determine where you are in relation to the larger organization of the Toolkit. To demonstrate this, direct trainees to go into the RDA tab and select any element, then scroll down so that the element that you chose is no longer visible.Users might also have navigated to the glossary during the last explanation, the TOC can be synched to the glossary as an example.To synchronize the table of contents with your location use the synch icon under the search boxYour location will be indicated in bold in the TOC
  • The pdf that is created is the entire section. For example if you were viewing 17.4, 17-17.12 would be in the pdf.
  • When viewing the RDA elements and sections with only the core elements visible the ‘Core’ icon will appear.**What are the core elements?Certain elements in RDA are identified as core elementsCore elements support user tasksAs a minimum, a resource description for a work, expression, manifestation, or item should include all the core elements that are applicable and readily ascertainable.When viewing the RDA Toolkit without the bookmarks or without the added examples it is indicated by the ‘filtered’ icon
  • Kermit
  • RDA content can be browsed here through they layout of theFRBR modelThis section is RDA content, it is simply organized in a different way Like other sections this area can be browsed using the table of contentsThis is a useful tool to show how RDA correlates with the FRBR and FRAD modelsLike the RDA section it is easy to flip between the sections, they have been broken down to represent pageFunctional Requirements for Bibliographic Records (FRBR) is a conceptual “entity-relationship” model created by IFLA that relates user tasks of retrieval and access in online library catalogues and bibliographic databases.1 The user tasks are:2 * Find * Identify * Select * ObtainIt represents a more holistic approach to retrieval and access as the relationships between the entities provide links to navigate through the hierarchy of relationships.1There are 3 groups of FRBR entitiesGroup 1 entities deal with the output of artistic or intellectual endeavours which are Work, Expression, Manifestation, and ItemGroup 2 entities deal with the person or corporate body responsible for the output of artistic or intellectual endeavours (Group 1 entities)Group 3 entities deal with the subject of output of the artistic or intellectual endeavour include concepts, objects, events, places
  • Shown here is the MARC Bibliographic to RDA MappingBecause MARC is what we use at McGill this tool will be useful to cataloguers beginning to work using RDA. The mapping between MARC and RDA can be found easily, it is listed within the Tools tab, under Mappings in the TOC
  • There are many elements mapped to this field.A good example of how rich RDA is and how MARC is limiting the display of this collected information.
  • Shown here is the location of the RDA to MARC Bibliographic Mapping (within the Tools tab)Also this shot shows how a mapping looks when there is not a one to one correlation
  • 490, 800, 810, 811, 830
  • The RDA mappings also include RDA to MARC Authorities
  • MODS was developed by Library of Congress' Network Development and Standards Office.
  • Workflows can be written to include links to all the resources used in the processing of certain materials. Links within the toolkit can be made as well as links to external sources.When logged into a personal account users can create workflows and share them with colleagues or the publicWhen logged into just the McGill account shared workflows can still be used
  • The Entity Relationship Diagram (ERD) tool includes :an overview of the relationship of FRBR and FRADdiagrams of Core, Enhanced and Specialized for each of the Attributes Primary, Core and Enhanced for the Relationships for each of the FRBR entities and diagrams of Core,Enhanced and Specialized for the FRAD Attribute Name
  • Core RDA elements for describing a work displayed visuallyThis has embedded links that lead users to the RDA elements listed
  • Another example of this information displayed visually
  • When in AACR2 (or in other resources) you can toggle between tabs you can flip back to the RDA tab to compare content
  • AACR2 is linked to throughout the RDA Toolkit and can be accessed through any icon that looks like this.
  • 2.8.2.411.13.1.319.2.1.3
  • 12 outside of the glossary4 when limited
  • Searching in RDA documents one can find all instances of specific AACR2 rules
  • This section is not necessary for all training sessions, or for all users of the toolkit.If time allows, this section will cover the additional functionalities that users have access to when they create an individual profile.
  • Add the user profile icon to the upper right hand cornerBenefits
  • This was the login used for the March 22nd trial training session
  • The visual cues associated with being logging into a user profile are the institutional name, the full name of the single user. Also, the my profile , support and log out buttons.
  • This is a redo of slide #74The following visual cues are associated with being logged into a user profile: welcome user, institutional name, my profile , support and logout buttons
  • Click on Bookmark in the “Managing Personalizations” section of “My Profile” to link to the bookmarked section of RDAThe Bookmark maybe Deleted by clicking “Delete”
  • Assign each person a different number within section 17.  17.1, 17.2 etc…Section 17 goes up to 12.
  • Where can we find the workflows and mappings?
  • This is also available to see in the toolkit under tools
  • From this we can see that the workflows can be set up to accommodate a variety of styles.
  • Again, this is just an introduction to user generated mappings and workflows. Additional training or practice will be needed to learn to create high quality and useful mappings or workflows.
  • This is a screen shot to show what the mapping editor looks like
  • All workflows created by an individual are listed in their profile. They are the only user that can change the content of the original document.Access to the individual workflows or mappings can be changed from the user profile.
  • Image of the workflow editor
  • Rda Module 4: Navigating the RDA Toolkit

    1. 1. 1 MODULE 4 : NAVIGATING THE RDA TOOLKIT Adapted by: Rebecca Burbank, Based on slides created by: Marcia Salmon
    2. 2. Outline of RDA Toolkit Training 2  Accessing the RDA Toolkit  Introduction to the RDA Toolkit  Navigating RDA Toolkit Documents  Searching the RDA Toolkit  User Contributed Workflows and Mappings
    3. 3. 3 ACCESSING THE RDA TOOLKIT
    4. 4. 4 Accessing the RDA Toolkit Logging into RDA Toolkit
    5. 5. Logging into the RDA Toolkit 5  We will login to the RDA Toolkit in two ways IP Recognition for McGill‟s Site Subscription licence 1.  When using a computer on campus, or the McGill VPN, you will be logged in automatically Individual subscription login 2.  Logging in with username and password to access your profile
    6. 6. 6
    7. 7. 7
    8. 8. Logging into the RDA Toolkit IP Recognition for Site Subscription licence 8  McGill users are authenticated through the proxy server, logging into RDA toolkit is automatic  Easy to tell that when logged into the McGill account, you should see this in the top right hand corner of screen
    9. 9. 9 INTRODUCTION TO THE RDA TOOLKIT
    10. 10. 10 Introduction to the RDA Toolkit About the RDA Toolkit
    11. 11. About the RDA Toolkit 11  RDA has been created by a collaboration of international libraries lead by the Joint Steering Committee  The Toolkit has been published by the ALA, CLA and CILIP  The link to About the RDA Toolkit is located at the bottom of the navigation bar
    12. 12. 12 Introduction to the RDA Toolkit Benefits of the RDA Toolkit
    13. 13. Benefits of the RDA Toolkit 1 13  RDA content and RDA software are combined in the RDA Toolkit  As a web tool – greater flexibility and versatility  Easier to integrate into your daily work  Can be used in many different ways, by many different levels of staff
    14. 14. 14 NAVIGATING RDA TOOLKIT DOCUMENTS
    15. 15. 15 Navigating RDA Toolkit Documents RDA Tab
    16. 16. RDA Tab 16  The RDA Tab allows for browsing of the RDA content  Starting point for browsing the Table of Contents
    17. 17. RDA: Navigating RDA Using Table of Contents 17  The content of RDA may be browsed in the RDA Table of Contents  Click the plus sign to expand and browse the RDA table of contents
    18. 18. 18
    19. 19. Scavenger Hunt 19  From the RDA Table of Contents, locate 19.1.1 Sources of Information  Are there any LCPS associated with this element?
    20. 20. RDA: Glossary 20  There are many new terms in RDA  Therefore there are hyperlinks in the text of RDA to glossary terms  Clicking on these hyperlinks leads to the definition of the term in the glossary
    21. 21. RDA: Glossary 21  Clicking Status of Identification brings us to the glossary  The glossary is also listed in the Table of Contents
    22. 22. RDA: Synchronize with Table of Contents 22  Synch TOC Icon synchronizes the Table of Contents with the section of RDA that is being displayed  Useful when scrolling or following links in the Toolkit
    23. 23. RDA: Print Text 23  Click the Print Text icon to create a PDF document which maybe printed
    24. 24. RDA: Viewing Options 24  The elements viewed in the RDA Toolkit can be filtered  From the View Text Menu you have the option of viewing: •The Full text of RDA •The Core Elements •Elements without the examples •Elements without personal bookmarks
    25. 25. RDA: View Text 25  To hide examples in RDA click Hide Examples on View Text menu  The filtered icon indicates that the RDA document is filtered  Click Show Examples on View Text menu to undo the Hide Examples display of RDA
    26. 26. Scavenger Hunt 26  Using the View Text Icon hide the examples in the RDA Toolkit  Using the Table of Contents, locate element 19.2.1.3  Using the View Text Icon display the examples in the RDA Toolkit  Who is the 3rd example shown?
    27. 27. 27 Navigating RDA Toolkit Documents RDA Element Set View
    28. 28. RDA Element Set View 28  The Tools Tab has documents that assist in accessing RDA content  One of these documents in the Tools Tab is the RDA Element Set View RDA uses Functional Requirements for Bibliographic Description (FRBR) and Functional Requirements for Authority Data (FRAD) as a theoretical framework
    29. 29. RDA Element Set View: FRBR 29  This section can be used to explore RDA through the FRBR Model and see how they correlate to RDA
    30. 30. RDA Element Set View: FRAD 30  FRAD Entities were created for relating the data in library authority records to the needs of the users  RDA can be explored via the FRAD model Table of Contents
    31. 31. 31 Scavenger Hunt: Where do the grey hyperlinks lead to?
    32. 32. 32 Navigating RDA Toolkit Documents RDA Mappings
    33. 33. RDA Mappings 33  The Tools Tab contains documents that assist in accessing RDA content.  One of these documents in the Tools Tab is the RDA Mappings “RDA is a content standard meaning that it contains guidelines and instructions on recording bibliographic data that describes resources and the presentation or encoding of data is not part of the main text of RDA”
    34. 34. RDA Mappings: MARC Bibliographic to RDA 34 MARC is the most popular encoding standard for encoding bibliographic data for library catalogues.  The RDA Mappings tool maps RDA elements to corresponding MARC bibliographic elements, in either direction
    35. 35. Scavenger Hunt 35  Locate the MARC Bibliographic to RDA Mapping  How many RDA elements are mapped to 300 $b ?
    36. 36. RDA Mappings: RDA to MARC Bibliographic 36  While there is often a one-to-one correspondence between RDA and MARC 21, there are cases where the level of granularity in the MARC 21 element set and RDA element set differs.  New MARC 21 bibliographic data fields created for the implementation of RDA: 336, 337, 338
    37. 37. Scavenger Hunt 37  Locate the RDA to MARC Bibliographic Mapping  Which MARC fields are mapped to RDA Instruction Number 2.12.8?
    38. 38. RDA Mappings: RDA to MARC Authority Mapping 38  RDA to MARC Authority Mapping can also be viewed in either direction
    39. 39. RDA Mappings: RDA to MODS Mapping 39  Metadata Object Description Schema (MODS) is a schema for a bibliographic element set  MODS was designed as a compromise between the complexity of the MARC format and the extreme simplicity of Dublin Core metadata
    40. 40. Workflows 40  Specific workflows can be designed to guide everyday procedures
    41. 41. 41 Navigating RDA Toolkit Documents ERDS
    42. 42. Entity Relationship Diagrams 42  The Tools Tab contains documents that assist in accessing and understanding RDA content  The Entity Relationship Diagram (ERD) documents are located here  FRBR and FRAD are entity relationship models  These entity relationship models may be illustrated in diagrams
    43. 43. 43 ERDs: Entity Relationship Diagrams
    44. 44. 44
    45. 45. 45 Navigating RDA Toolkit Documents AACR2
    46. 46. AACR2 46  The Resources Tab allows contains documents related to RDA  One of these documents in the Resources Tab is the Anglo-American Cataloguing Rules Second Edition (AACR2) 2002 revision  It‟s key word searchable…
    47. 47. AACR2 47  The text of AACR2 may be browsed using the navigation bar  This symbol is used for internal links to various sections of the AACR2 AACR2 RDA  This symbol is used to link AACR2 to the corresponding guideline in RDA  Synch TOC, Bookmark and Print Text functions are available
    48. 48. 48 Navigating RDA Toolkit Documents Library of Congress Policy Statements
    49. 49. Library of Congress Policy Statements 49  The Resources Tab contains documents related to RDA  One of these documents is the Library of Congress Policy Statements (LCPS)
    50. 50. Library of Congress Policy Statements 50  The Library of Congress Policy Statements (LCPS) are the equivalent of the Library of Congress Rule Interpretations (LCRI) for AACR2  Library of Congress Policy Statements (LCPS) covers pre-cataloguing decisions, LC and PCC practice  It is hoped that the other National Libraries that contributed to RDA will make their policy statements available in the RDA toolkit
    51. 51. Library of Congress Policy Statements 51 The LCPS is also embedded in the related sections of RDA This symbol is used to link the RDA to the full text of LCPS LCP S
    52. 52. 52 Navigating RDA Toolkit Documents Other Resources
    53. 53. Other Resources 53  The Resources Tab contains documents related to RDA  Within the Resources Tab are links to Other Resources
    54. 54. Other Resources 54  There are links to the following resources, these resources open in a separate browser window:  FRBR  FRAD  FRSAD  MARC Standards  Dublin Core Meta Data Initiative  Open Archives Initiative  Open Metadata Registry  LC Cataloger's Desktop  XC Extensible Catalog
    55. 55. 55 SEARCHING THE RDA TOOLKIT
    56. 56. 56 Searching the RDA Toolkit Quick Search
    57. 57. Quick Search 57  The RDA Quick Search box is located by the user menu  The RDA Quick Search allows for the searching of:   RDA Chapters, Appendices and Glossary for words or phrases RDA instruction numbers
    58. 58. Scavenger Hunt 58  Using the quick search function, find three elements that contain the word Montreal.
    59. 59. 59 Searching the RDA Toolkit Advance Search
    60. 60. Advanced Search 60  Click on the Advanced Search Icon in the user menu
    61. 61. Advanced Search 61  Words or phrases may be searched  The documents being searched may be selected  The search of RDA may be limited by:  Instruction Number, Description Type, Content Type, Media Type, Issuance Type and Work Type  Examples may be excluded from the search  There is a link to Search Tips from the RDA Toolkit Help  Searches may be saved when logged into your profile
    62. 62. Advanced Search 62
    63. 63. Scavenger Hunt 63  Searching within RDA locate all instances of the words Music Score  How many results are there outside of the glossary?  Challenge: if you exclude the examples, how many results do you get?
    64. 64. 64 Searching the RDA Toolkit AACR2 Rule Number Search
    65. 65. AACR2 Rule Number Search 65   RDA may be searched by AACR2 Rule Number in the Advanced Search screen Enter AACR2 rule number in the AACR2 Rule Number search box
    66. 66. AACR2 Rule Number Search 66  The following are the results for the AACR2 Rule Number Search for AACR2 2.5B2
    67. 67. 67 Accessing the RDA Toolkit Creating and Using User Profile
    68. 68. The User Profile 68  User profiles allow for the personalization of the RDA Toolkit by giving users the ability to:   Create Bookmarks  Create Workflows   Save Searches Create Mappings The user profile maybe updated or reset
    69. 69. Creating A User Profile 69  Click on Create Profile icon
    70. 70. Creating A User Profile 70  Enter information needed to create a new profile such as full name, profile name, email address and password
    71. 71. Creating A User Profile 71   Agree to the RDA Toolkit terms and conditions by checking the Agree box Then click Create
    72. 72. The User Profile 72  Login to user profile by entering Profile Name and Password and pressing Enter, or by clicking the Login Icon Login Icon
    73. 73. Training Profile 73  Profile Name: Training Session  Password: mcgill
    74. 74. Logging into the RDA Toolkit Individual Subscription Login 74   Institutional and single user‟s name are displayed when logged in The My Profile, Support and Log Out icons are displayed
    75. 75. Creating A User Profile 75   Institutional and user’s name are displayed when logged into the individual‟s profile When logged into your profile these icons will display:  My Profile  Support  Log Out
    76. 76. The User Profile 76  Report technical issues via the RDA Toolkit Support Centre  Access this page with the Support Icon or Feedback Button
    77. 77. RDA: Bookmark 77  Sections of RDA text maybe bookmarked by clicking on the Bookmark Icon
    78. 78. RDA: Bookmark 78  In the Managing Bookmarks box click on Add to add new bookmark
    79. 79. RDA: Bookmark 79  Click in the RDA document to set the location of the bookmark
    80. 80. RDA: Bookmark 80  In the Add Bookmark box type Bookmark Name and Bookmark Annotation box add annotation and click Set
    81. 81. RDA: Bookmark 81   The following icon denotes that a section of the RDA document has been bookmarked Bookmarks are saved in the My Profile – Managing Personalizations section
    82. 82. RDA: View Text 82  To hide bookmarks in RDA click Hide Bookmarks on View Text menu  The Bookmark Icon will disappear  Click Show Bookmarks on View Text menu to undo the Hide Bookmarks display of RDA
    83. 83. Scavenger Hunt 83  Using the table of contents, find section 17  Create a bookmark at the location assigned to you  Use your name as the Bookmark Name
    84. 84. 84 USER CONTRIBUTED WORKFLOWS AND MAPPINGS
    85. 85. 85 User Contributed Workflows and Mappings Creating a Workflow or Mapping
    86. 86. Creating a Workflow or Mapping 86  The Tools Tab allows for the creation of user contributed content that is used to assist in accessing RDA  The two types of user contributed content in the Tools Tab are the Workflows and Mappings
    87. 87. Workflows or Mappings 87 Workflows may be used to:   Create customized, user created guides for RDA Toolkit documents and external web resources Share best practices for cataloguing types of materials or local cataloguing agency policies Workflows also may be shared
    88. 88. About Workflows 88  This is an example of Workflow for a Simple Book created by the Library of Congress
    89. 89. Creating Workflows 89  To create a workflow, click on Create Workflow
    90. 90. Creating Workflows 90    In the Name Your Workflow box. Enter the Workflow title. Use an existing workflow as a starting point by selecting a work flow in the Copy Existing Field Clicking on Go opens Workflow Editor
    91. 91. Creating Workflows 91   Add workflow content using the Workflow Editor Click on the save icon to save the workflow
    92. 92. Scavenger Hunt 92  Looking within the Tools Tab, find the Shared Workflows titled:  „LC Staff: Simple Book‟, &  „LC Staff: Simple Book (MARC)‟  What is the organizational difference between the two?
    93. 93. About Mappings 93  The RDA Mappings documents are the official mappings  Customized mapping between RDA and a metadata standard may be created and shared  User generated and shared mappings are located under the Mappings section  Click on Create Mapping to begin
    94. 94. Creating Mappings 94  Enter the Mapping title in the Name Your Mapping box  Use an existing mapping as a starting point by selecting a work flow in the Copy Existing Field  Clicking on Go opens Mapping Editor
    95. 95. Creating Mappings: Mapping Editor 95  Add mapping content using the Mapping Editor click on the save icon to save the mapping
    96. 96. 96 User Contributed Workflows and Mappings Sharing and Linking to a Workflow or Mapping
    97. 97. Sharing Workflows or Mappings 97  There are three levels of permissions for sharing workflows and mappings:  Private: May only be viewed by the creator of the workflow and mapping  Subscription: May be viewed by all users with the same subscription  Public: May be viewed by everyone accessing RDA Toolkit
    98. 98. Sharing Workflows 98  The level of access granted to workflows may be changed via the User Profile  Click on Change Sharing Mode to change the level of access granted to other users  Select the level of permission and click Update
    99. 99. Sharing Workflows 99  Access may also be granted to shared Workflows by using the Share Mode within the Workflows Editor
    100. 100. Sharing Mappings 100  The level of access granted to mappings may be changed via the User Profile  Click on Change Sharing Mode to change the level of access granted to other users  Select the level of permission and click
    101. 101. Sharing Mappings 101  Access may also be granted to shared Workflows by using the Share Mode within the Mappings Editor
    102. 102. Linking to Workflows or Mappings 102 To link to a Workflow or Mapping from another location, first display the correct web address  Right click on the body of the Workflow or Mapping you want to link to  Select This Frame and Show only this Frame
    103. 103. Linking to Workflows or Mappings 103  After selecting show only this frame the web address should change  The new address of this web page may be used to link to the Workflow or Mapping
    104. 104. 104 TIPS FOR NAVIGATING THE RDA TOOLKIT
    105. 105. 105 Tips for navigating the RDA Toolkit RDA Toolkit Help
    106. 106. RDA Toolkit Help 106  Link to the RDA Toolkit Help through the left navigation bar
    107. 107. RDA Toolkit Help 107  The RDA Toolkit Help has useful tips for navigating the RDA Toolkit

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