1. Cataloging with RDA: An Overview Emily Dust Nimsakont Nebraska Library Commission NCompass Live May 19, 2010

2. Overview What is RDA? Basics of FRBR and FRAD Differences from AACR2 Changes to MARC format Publication and pricing information Timeline for testing How can you prepare for RDA? Resources

3. RDA is… New cataloging code to replace AACR2 A content standard Designed to be used online

4. RDA is not… A display standard An encoding standard

5. Who is responsible for the development of RDA? Joint Steering Committee for Development of RDA (JSC) consists of representatives from: American Library Association Australian Committee on Cataloguing British Library Canadian Committee on Cataloguing Chartered Institute of Library and Information Professionals Library of Congress http://rda-jsc.org/rdafaq.html

6. Why a new cataloging code? RDA is: Designed for describing all types of resources Designed to be more flexible in an international setting Designed to make it easier for library data to interact with other bibliographic data

7. Basics of FRBR Functional Requirements for Bibliographic Records Conceptual model developed by the International Federation of Library Associations and Institutions (IFLA) Entity-relationship model Based on user tasks

8. Basics of FRBR User Tasks Find Identify Select Obtain

9. Basics of FRBR Entities Group 1 Entities that are products of intellectual or artistic endeavor Work, Expression, Manifestation, Item Group 2 Entities responsible for intellectual or artistic endeavor Person, Corporate Body Group 3 Entities that are subjects of intellectual or artistic endeavor Concept, Object, Event, Place

10. Basics of FRBR Relationships FRBR is based on relationships between entities, both those in different groups and those in the same groups

11. 11 Basics of FRBR Work Group 1 is realized through Expression is embodied in Manifestation recursive is exemplified by one Item many Image credit: Barbara Tillett, Library of Congress

12. Basics of FRAD Functional Requirements for Authority Data Conceptual model developed by the International Federation of Library Associations and Institutions (IFLA) Entity-relationship model Based on user tasks

13. Basics of FRAD User Tasks Find Identify Contextualize Justify

14. Differences from AACR2 Structure AACR2 is organized by classes of materials RDA has overarching principles that are applicable to all materials

15. Differences from AACR2 Structure AACR2 Part I – Description Part II – Headings, Uniform Titles, and References RDA Recording attributes Recording relationships

16. Differences from AACR2 RDA Structure – Recording Attributes Section 1 – Recording Attributes of Manifestation and Item Section 2 – Recording Attributes of Work and Expression Section 3 – Recording Attributes of Person, Family, and Corporate Body Section 4 – Recording Attributes of Concept, Object, Event, and Place

17. Differences from AACR2 RDA Structure – Recording Relationships Section 5 – Recording Primary Relationships Between a Work, Expression, Manifestation, and Item Section 6 – Recording Relationships to Persons, Families, and Corporate Bodies Associated with a Resource Section 7 – Recording Subject Relationships Section 8 – Recording Relationships Between Works, Expressions, Manifestations and Items Section 9 – Recording Relationships Between Persons, Families, and Corporate Bodies Section 10 – Recording Relationships Between Concepts, Objects, Events, and Places

18. Differences from AACR2 Authority data instructions included in RDA Special coded dates Associated place Address Field of activity Affiliation Occupation Gender Family information Associated language

19. Differences from AACR2 Terminology

20. Differences from AACR2 Categorization of resources AACR2 has GMDs RDA has media type, carrier type, and content type

21. Differences from AACR2 Categorization of resources GMDs cartographic material music text filmstrip motion picture slide transparency electronic resource microform sound recording videorecording

22. Differences from AACR2 Categorization of resources GMDs cartographic material music text filmstrip motion picture slide transparency electronic resource microform sound recording videorecording

23. Differences from AACR2 Categorization of resources GMDs cartographic material music text filmstrip motion picture slide transparency electronic resource microform sound recording videorecording

24. Differences from AACR2 Categorization of resources GMDs cartographic material music text filmstrip motion picture slide transparency electronic resource microform sound recording videorecording

25. Differences from AACR2 Categorization of resources cartographic material music text Content Type cartographic image notated music text

26. Differences from AACR2 Categorization of resources electronic resource microform sound recording videorecording Media Type audio computer microform video

27. Differences from AACR2 Categorization of resources filmstrip motion picture slide transparency Carrier Type film reel filmstrip overhead transparency slide

28. Differences from AACR2 Level of description AACR2 has first, second, and third levels of description RDA has core elements and other elements

29. Differences from AACR2 AACR2 first level of description title proper first statement of responsibility edition statement material specific details first publisher, etc. date of publication, etc. extent of item notes standard number

30. Differences from AACR2 RDA core elements title proper first statement of responsibility designation of edition designation of a named revision of an edition numbering of serials scale of cartographic content first place of publication first publisher’s name date of publication title proper of series/subseries numbering within series/subseries identifier for the manifestation carrier type extent

31. Differences from AACR2 Sources of information AACR2 specifies a chief source of information for each class of material RDA divides resources into three categories and specifies a preferred source of information for each: one or more pages, leaves, sheets, or cards moving images other resources

32. Differences from AACR2 Transcription Abbreviation AACR2: abbreviations used in some transcribed elements RDA: abbreviations in transcribed elements permitted only if abbreviations appear on the source Example: Appears on item as: Second edition AACR2: 2nd ed. RDA: Second edition

33. Differences from AACR2 Transcription Inaccuracies AACR2: inaccuracies corrected within transcribed elements RDA: inaccuracies should be recorded as they appear on the source

34. Differences from AACR2 Statement of Responsibility AACR2 - Rule of three RDA – transcribe statement of responsibility as found, regardless of number Optional omission instructions

35. Differences from AACR2 … / by Nancy Drew, Bess Marvin, George Fayne, and Ned Nickerson. Optional omission: … / by Nancy Drew [and three others]. Notice: … [et.al.]. is not used

36. Differences from AACR2 Publication information – two or more places of publication AACR2 – give the first named place and the first place in the country of the cataloging agency RDA – give the first named place, regardless of country

37. Differences from AACR2 “AACR2 vs. RDA” Presentation by Tom Delsey ways in which RDA differs from AACR2 http://presentations.ala.org/images/1/10/LLL-Delsey-ALA2009.ppt

38. Differences from AACR2 “Changes from AACR2 to RDA: A Comparison of Examples” Presentation by Adam L. Schiff, University of Washington Examples of changes from AACR2 to RDA http://faculty.washington.edu/aschiff/BCLAPresentationWithNotes-RevMay2010.pdf

39. Differences from AACR2 Presentation by Adam L. Schiff, University of Washington

40. Changes to MARC Format New code in LDR/18 (Descriptive Cataloging Form) and new code in 040 Enter media terms in 336, 337, & 338, not 245 $h New authority fields

41. Changes to MARC Format LDR/18 - Descriptive Cataloging Form (Desc) i – ISBD 040 $e rda

42. Changes to MARC Format Content type 336 field use term in $a or code in $b $2 marccontent MARC Code List for Content Types: http://www.loc.gov/standards/valuelist/marccontent.html

43. Changes to MARC Format MARC Code List for Content Types: http://www.loc.gov/standards/valuelist/marccontent.html

44. Changes to MARC Format Media type 337 field use term in $a or code in $b $2 marcmedia MARC Code List for Media Types: http://www.loc.gov/standards/valuelist/marcmedia.html

45. Changes to MARC Format MARC Code List for Media Types: http://www.loc.gov/standards/valuelist/marcmedia.html

46. Changes to MARC Format Carrier type 338 field use term in $a or code in $b $2 marccarrier MARC Code List for Carrier Types: http://www.loc.gov/standards/valuelist/marccarrier.html

47. Changes to MARC Format MARC Code List for Carrier Types: http://www.loc.gov/standards/valuelist/marccarrier.html

48. Changes to MARC Format Example: music CD 336 _ _ $a performed music $2 marccontent 337 _ _ $a audio $2 marcmedia 338 _ _ $a audio disc $2 marccarrier

49. Changes to MARC Format Example: print monograph 336 _ _ $a text $2 marccontent 337 _ _ $a unmediated $2 marcmedia 338 _ _ $a volume $2 marccarrier

50. Changes to MARC Format New Authority Fields http://www.loc.gov/marc/authority/ad1xx.html 046 – Special coded dates 370 – Associated place 371 – Address 372 – Field of activity 373 – Affiliation 374 – Occupation 375 – Gender 376 – Family information 377 – Associated language

51. Online RDA Toolkit Information What will the RDA Toolkit include? RDA instructions (searchable and browseable) Views of RDA content by table of contents and by RDA element set AACR2 Rule Number Search of RDA instructions Workflows, mappings, examples Full text of AACR2 with links to RDA http://rdatoolkit.org

52. Online RDA Toolkit Information RDA Toolkit at http://www.rdatoolkit.org Subscription prices $195 per year for solo-user environment $325 per year for multi-user environment, one user at a time Additional concurrent users 2-9 concurrent users, $55 per additional user 10-19 concurrent users, $50 per additional user 20+ concurrent users, $45 per additional user

53. Online RDA Toolkit Information RDA Toolkit: A Guided Tour Webinar offered by ALA Publishing February 2010 http://www.rdatoolkit.org/training/guidedtour

54. RDA in Print RDA and its Element Set View will be available in loose-leaf format Announced on April 28, 2010 Pricing has not been released

55. Timeline for Release and Testing June 2010 – RDA released Release date until August 31, 2010 – open-access period Release date – testing by national libraries (and test partners) begins

56. Testing by National Libraries Library of Congress National Library of Medicine National Agricultural Library Selected test partners will also participate http://www.loc.gov/bibliographic-future/rda/test-partners.html

57. Timeline for Testing Library of Congress “The test period will begin after the test partners receive access to RDA Online. Test Days 1 through 90: Test partners use this three-month period to become familiar with the content of RDA and with navigating RDA Online. Test Days 91 through 180: Test partners produce records in the test and share them with the US National Libraries RDA Test Steering Committee. Post-Test Days 1-90: The US National Libraries RDA Test Steering Committee analyzes the results of the test and prepares its report to the management of the three national libraries. After Post-Test Day 91: The report is shared with the US library community.” - from http://www.loc.gov/bibliographic-future/rda/timeline.html

58. Library of Congress Documentation for RDA Test http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html

59. How can you prepare for RDA? Become familiar with RDA terminology Keep up with developments RDA-L discussion list Try out RDA Toolkit during the open access period Watch for the results of Library of Congress testing Talk with other colleagues Ask your ILS vendors how they will adapt their systems

60. RDA Resources Understanding FRBR: What It Is and How It Will Affect Our Retrieval Tools, edited by Arlene G. Taylor FRBR: A Guide for the Perplexed, by Robert L. Maxwell Functional Requirements for Authority Data: A Conceptual Model, edited by Glenn E. Patton Functional Requirements for Bibliographic Records, Final Report http://archive.ifla.org/VII/s13/frbr/frbr_current_toc.htm

61. RDA Resources Joint Steering Committee for Development of RDA - http://www.rda-jsc.org/rda.html RDA Toolkit – http://www.rdatoolkit.org RDA Toolkit: A Guided Tour - http://www.rdatoolkit.org/training/guidedtour RDA draft - http://www.rdatoolkit.org/constituencyreview/ RDA-L discussion list - http://www.rda-jsc.org/rdadiscuss.html Introducing RDA: A Guide to the Basics, by Chris Oliver, to be published by ALA Editions, Summer 2010

62. RDA Resources MARC Code List for Content Types - http://www.loc.gov/standards/valuelist/marccontent.html MARC Code List for Media Types - http://www.loc.gov/standards/valuelist/marcmedia.html MARC Code List for Carrier Types - http://www.loc.gov/standards/valuelist/marccarrier.html RDA in MARC - http://www.loc.gov/marc/RDAinMARC29.html