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Cataloging with RDA - Western New York Library Resources Council

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  • Since one hour is a very short time to cover all the important things about RDA, I will touch on the highlights, and I will be referring to resources that I have found helpful. Since RDA is still very much in flux, one of the best things you can do to prepare is to be aware of resources and keep reading up on it.
  • International Standard for Bibliographic Description
  • E-R models define entities, list their attributes, and identify relationships between entities
  • The FRBR user tasks are: to find entities that correspond to the user's search criteria , to identify an entity (i.e., to confirm that the entity described corresponds to the entity sought, or to distinguish between two or more entities with similar characteristics) , to select an entity that is appropriate to the user's needs (i.e., to choose an entity that meets the user's requirements with respect to content, physical format, etc....), and to acquire or obtain access to the entity described (i.e. to acquire an entity through purchase, loan, etc., or to access an entity electronically...)
  • The user tasks in FRAD are: find entities corresponding to stated criteria, identify an entity as being the one sought (or validate the form of name to be used for a controlled access point), contextualize (or place a person, corporate body, etc., in context – clarify the relationship between two or more of them), and justify the authority data creator’s reason for choosing the name or form of name on which an access point is based. The draft of RDA uses clarify and understand instead of contextualize and justify, but I believe this will be changed when the final version is released.
  • Both rules are divided into description and access – in RDA, recording attributes is description, and recording relationships is access.
  • RDA will also have several appendices that deal with things like capitalization, abbreviations, and an appendix of examples.
  • RDA does not specify how this data should be recorded; for now, we will document this information in authority records.
  • A phrase you will hear a lot is “RDA element set”, which is a list of all the RDA elements - like a dictionary or glossary for RDA elements.
  • The categorization of resources is one area where there are actually new elements, not just new terminology.
  • Some terms refer to content type
  • Some terms refer to carrier type
  • Some terms refer to media type
  • Generally, RDA is much more focused on transcribing things as they appear on the source. “Take what you see” is kind of the rule of thumb.
  • For inaccuracies, the correct form is provided either in a note or in a variant access point if considered to be important for access.
  • Tom Delsey is an information modeling consultant who was the editor of RDA during its development from 2005-2009
  • If you really want to get a handle on specific changes, I would greatly recommend looking at this presentation. There are other things that I haven’t even touched on here – publication area, etc.
  • Included in MARC updates 10 and 11, they are in red if you go to the LOC MARC documentation
  • New code used in the leader in character position 18. Subfield e is used for description conventions
  • There are different categories of carrier terms – audio, computer, microform, microscopic, projected image, stereographic, unmediated, video, and unspecified.
  • “The 046 and 3XX fields contain additional information about characteristics of the heading entities in fields 100-185.”
  • The RDA draft is available in PDF formats (this was made available in 2008). I did not mention this earlier.
  • RDA in MARC is another LOC resource that I don’t think I mentioned earlier.
  • I will be sending out a link to an evaluation form.

Transcript

  • 1. Cataloging with RDA: An Overview
    Emily Dust Nimsakont
    WNYLRC Lunchtime Learning
    October 22, 2010
  • 2. Overview
    • What is RDA?
    • 3. Basics of FRBR and FRAD
    • 4. Differences from AACR2
    • 5. Changes to MARC format
    • 6. Publication and pricing information
    • 7. Timeline for testing
    • 8. How can you prepare for RDA?
    • 9. Resources
  • RDA is…
    New cataloging code to replace AACR2
    A content standard
    Designed to be used online
  • 10. RDA is not…
    A display standard
    An encoding standard
  • 11. Who is responsible for the development of RDA?
    Joint Steering Committee for Development of RDA (JSC)
    consists of representatives from:
    • American Library Association
    • 12. Australian Committee on Cataloguing
    • 13. British Library
    • 14. Canadian Committee on Cataloguing
    • 15. Chartered Institute of Library and Information Professionals
    • 16. Library of Congress
    http://rda-jsc.org/rdafaq.html
  • 17. 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
  • 18. Basics of FRBR
    Functional
    Requirements for
    Bibliographic
    Records
    • Conceptual model developed by the International Federation of Library Associations and Institutions (IFLA)
    • 19. Entity-relationship model
    • 20. Based on user tasks
  • Basics of FRBR
    User Tasks
    Find
    Identify
    Select
    Obtain
  • 21. 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, Family
    Group 3
    Entities that are subjects of intellectual or artistic endeavor
    Concept, Object, Event, Place
  • 22. Basics of FRBR
    Relationships
    FRBR is based on relationships between entities, both those in different groups and those in the same groups
  • 23. 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
  • 24. Basics of FRAD
    Functional
    Requirements for
    Authority
    Data
    • Conceptual model developed by the International Federation of Library Associations and Institutions (IFLA)
    • 25. Entity-relationship model
    • 26. Based on user tasks
  • Basics of FRAD
    User Tasks
    Find
    Identify
    Contextualize
    Justify
  • 27. Differences from AACR2
    Structure
    AACR2 is organized by classes of materials
    RDA has overarching principles that are applicable to all materials
  • 28. Differences from AACR2
    Structure
    AACR2
    Part I – Description
    Part II – Headings, Uniform Titles, and References
    RDA
    Recording attributes
    Recording relationships
  • 29. Differences from AACR2
    • RDA Structure – Recording Attributes
    • 30. Section 1 – Recording Attributes of Manifestation and Item
    • 31. Section 2 – Recording Attributes of Work and Expression
    • 32. Section 3 – Recording Attributes of Person, Family, and Corporate Body
    • 33. Section 4 – Recording Attributes of Concept, Object, Event, and Place
  • Differences from AACR2
    • RDA Structure – Recording Relationships
    • 34. Section 5 – Recording Primary Relationships Between a Work, Expression, Manifestation, and Item
    • 35. Section 6 – Recording Relationships to Persons, Families, and Corporate Bodies Associated with a Resource
    • 36. Section 7 – Recording Subject Relationships
    • 37. Section 8 – Recording Relationships Between Works, Expressions, Manifestations and Items
    • 38. Section 9 – Recording Relationships Between Persons, Families, and Corporate Bodies
    • 39. Section 10 – Recording Relationships Between Concepts, Objects, Events, and Places
  • Differences from AACR2
  • Differences from AACR2
    Terminology
  • 49. Differences from AACR2
    Categorization of resources
    AACR2 has GMDs
    RDA has media type, carrier type, and content type
  • 50. Differences from AACR2
    • Categorization of resources
    GMDs
    cartographic material
    music
    text
    filmstrip
    motion picture
    slide
    transparency
    electronic resource
    microform
    sound recording
    videorecording
  • 51. Differences from AACR2
    • Categorization of resources
    GMDs
    cartographic material
    music
    text
    filmstrip
    motion picture
    slide
    transparency
    electronic resource
    microform
    sound recording
    videorecording
  • 52. Differences from AACR2
    • Categorization of resources
    GMDs
    cartographic material
    music
    text
    filmstrip
    motion picture
    slide
    transparency
    electronic resource
    microform
    sound recording
    videorecording
  • 53. Differences from AACR2
    • Categorization of resources
    GMDs
    cartographic material
    music
    text
    filmstrip
    motion picture
    slide
    transparency
    electronic resource
    microform
    sound recording
    videorecording
  • 54. Differences from AACR2
    Categorization of resources
    cartographic material
    music
    text
    Content Type
    cartographic image
    notated music
    text
  • 55. Differences from AACR2
    Categorization of resources
    electronic resource
    microform
    sound recording
    videorecording
    Media Type
    audio
    computer
    microform
    video
  • 56. Differences from AACR2
    Categorization of resources
    filmstrip
    motion picture
    slide
    transparency
    Carrier Type
    film reel
    filmstrip
    overhead transparency
    slide
  • 57. Differences from AACR2
    Level of description
    AACR2 has first, second, and third levels of description
    RDA has core elements and other elements
  • 58. Differences from AACR2
    AACR2 first level of description
    • title proper
    • 59. first statement of responsibility
    • 60. edition statement
    • 61. material specific details
    • 62. first publisher, etc.
    • 63. date of publication, etc.
    • 64. extent of item
    • 65. notes
    • 66. standard number
  • Differences from AACR2
    RDA core elements
    • title proper
    • 67. first statement of responsibility
    • 68. designation of edition
    • 69. designation of a named revision of an edition
    • 70. numbering of serials
    • 71. scale of cartographic content
    • 72. first place of publication
    • 73. first publisher’s name
    • 74. date of publication
    • 75. title proper of series/subseries
    • 76. numbering within series/subseries
    • 77. identifier for the manifestation
    • 78. carrier type
    • 79. extent
  • 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
  • 80. Differences from AACR2
    • Transcription
    • 81. Abbreviation
    • 82. AACR2: abbreviations used in some transcribed elements
    • 83. 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
  • 84. Differences from AACR2
    Transcription
    Inaccuracies
    AACR2: inaccuracies corrected within transcribed elements
    RDA: inaccuracies should be recorded as they appear on the source
  • 85. Differences from AACR2
    Appears on item: A mutli-agency study…
    AACR2: A mutli-agency [ i.e. multi] study…
    RDA: A mutli-agency study…
    Use an added entry for correct spelling.
  • 86. Differences from AACR2
    Spell out more words instead of using abbreviations
    pages instead of p.
    illustrations instead of ill.
    volumes instead of v.
  • 87. Differences from AACR2
    Statement of Responsibility
    AACR2 - Rule of three
    RDA – transcribe statement of responsibility as found, regardless of number
    Optional omission instructions
  • 88. 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
  • 89. 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
  • 90. Differences from AACR2
    Unknown publication information
    AACR2: use s.l. or s.n.
    RDA: use [Place of publication not identified] or [publisher not identified]
  • 91. Differences from AACR2
    Books of the Bible
    Old and New Testaments should be spelled out, not abbreviated O.T. and N.T.
    Access points for individual books of the Bible should use the name of the book immediately following “Bible”
  • 92. Differences from AACR2
    AACR2: Bible. O.T.
    RDA: Bible. Old Testament.
    AACR2: Bible. OT. Song of Solomon.
    RDA: Bible. Song of Solomon.
  • 93. 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
  • 94. 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-RevAug2010.pdf
  • 95. Differences from AACR2
    Presentation by Adam L. Schiff, University of Washington
  • 96. 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
  • 97. Changes to MARC Format
    LDR/18 - Descriptive Cataloging Form (Desc)
    i – ISBD
    040
    $e rda
  • 98. Changes to MARC Format
    Content type
    336 field
    use term in $a or code in $b
    $2 rdacontent
    MARC Code List for Content Types:
    http://www.loc.gov/standards/valuelist/rdacontent.html
  • 99. Changes to MARC Format
    MARC Code List for Content Types:
    http://www.loc.gov/standards/valuelist/rdacontent.html
  • 100. Changes to MARC Format
    Media type
    337 field
    use term in $a or code in $b
    $2 rdamedia
    MARC Code List for Media Types:
    http://www.loc.gov/standards/valuelist/rdamedia.html
  • 101. Changes to MARC Format
    MARC Code List for Media Types:
    http://www.loc.gov/standards/valuelist/rdamedia.html
  • 102. Changes to MARC Format
    Carrier type
    338 field
    use term in $a or code in $b
    $2 rdacarrier
    MARC Code List for Carrier Types:
    http://www.loc.gov/standards/valuelist/rdacarrier.html
  • 103. Changes to MARC Format
    MARC Code List for Carrier Types:
    http://www.loc.gov/standards/valuelist/rdacarrier.html
  • 104. Changes to MARC Format
    Example: music CD
    336 _ _ $a performed music $2 rdacontent
    337 _ _ $a audio $2 rdamedia
    338 _ _ $a audio disc $2 rdacarrier
  • 105. Changes to MARC Format
    Example: print monograph
    336 _ _ $a text $2 rdacontent
    337 _ _ $a unmediated $2 rdamedia
    338 _ _ $a volume $2 rdacarrier
  • 106. Changes to MARC Format
    • New Authority Fields
    • 107. http://www.loc.gov/marc/authority/ad1xx.html
    • 108. 046 – Special coded dates
    • 109. 370 – Associated place
    • 110. 371 – Address
    • 111. 372 – Field of activity
    • 112. 373 – Affiliation
    • 113. 374 – Occupation
    • 114. 375 – Gender
    • 115. 376 – Family information
    • 116. 377 – Associated language
  • Changes to MARC Format
    There are RDA records in OCLC’s database
    Command line search = dx:rda
  • 117. Changes to MARC Format
    Examples in Library of Congress online catalog
    http://catalog.loc.gov
  • 118.
  • 119. 040e rdaExpert Search
  • 120.
  • 121. Online RDA Toolkit Information
    What does the RDA Toolkit include?
    • RDA instructions (searchable and browseable)
    • 122. Views of RDA content by table of contents and by RDA element set
    • 123. AACR2 Rule Number Search of RDA instructions
    • 124. Workflows, mappings, examples
    • 125. Full text of AACR2 with links to RDA
    http://rdatoolkit.org
  • 126. 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
  • 127. Online RDA Toolkit Information
    RDA Toolkit: A Guided Tour
    Webinar offered by ALA Publishing
    February 2010
    http://www.rdatoolkit.org/training/guidedtour
    RDA Toolkit: What’s New Since August
    Free webinars to be held on November 10 & 11, 2010
    http://www.rdatoolkit.org/calendar
  • 128. RDA in Print
    RDA and its Element Set View are available in loose-leaf format
    RDA = $150
    RDA Element Set View = $125
  • 129. 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) began
  • 130. Testing by National Libraries
    Library of Congress
    National Library of Medicine
    National Agricultural Library
    Selected test partners are participating
    http://www.loc.gov/bibliographic-future/rda/test-partners.html
  • 131. Timeline for Testing Library of Congress
    “June 22, 2010: Public release of RDA Toolkit.
    July 1-September 30, 2010: Test partners use this three-month period to become familiar with the content of RDA and with navigating the RDA Toolkit.
    October 1-December 31, 2010: Test partners produce records in the test and share them with the US RDA Test Coordinating Committee.
    January 1-March 31, 2011: The US RDA Test Coordinating Committee analyzes the results of the test and prepares its report to the management of the three national libraries.
    The report will be shared with the US library community.”
    - from http://www.loc.gov/bibliographic-future/rda/timeline.html
  • 132. Library of Congress Documentation for RDA Test
    http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html
  • 133. How can you prepare for RDA?
    • Become familiar with RDA terminology
    • 134. Keep up with developments
    • 135. RDA-L discussion list
    • 136. Watch for the results of Library of Congress testing
    • 137. Look at sample RDA records
    • 138. Talk with other colleagues
    • 139. Ask your ILS vendors how they will adapt their systems
  • 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
  • 140. 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
    The RDA Primer: A Guide for the Occasional Cataloger by Amy Hart
  • 141. RDA Resources
    MARC Code List for Content Types - http://www.loc.gov/standards/valuelist/rdacontent.html
    MARC Code List for Media Types - http://www.loc.gov/standards/valuelist/rdamedia.html
    MARC Code List for Carrier Types - http://www.loc.gov/standards/valuelist/rdacarrier.html
    RDA in MARC - http://www.loc.gov/marc/RDAinMARC29.html
  • 142. RDA Resources
    • Sample RDA records - http://www.sla.org/PDFs/SLA2009/2009_rdaexamples.pdf
    • 143. Library of Congress Documentation for the RDA Test - http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html
    • 144. AACR2 vs. RDA - http://presentations.ala.org/images/1/10/LLL-Delsey-ALA2009.ppt
    • 145. Changes from AACR2 to RDA: A Comparison of Examples - http://faculty.washington.edu/aschiff/BCLAPresentationWithNotes-RevAug2010.pdf
  • Thank you!
    Emily Dust Nimsakont
    emily.dust.nimsakont@nebraska.gov
    Links - http://delicious.com/enimsakont/rda+wnylrc