NCompass Live: Cataloging with RDA
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NCompass Live: Cataloging with RDA

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Resource Description and Access (RDA), the cataloging standard developed to replace AACR2, will be released in June 2010, and a period of testing and evaluation of the new rules will begin. Join Emily ...

Resource Description and Access (RDA), the cataloging standard developed to replace AACR2, will be released in June 2010, and a period of testing and evaluation of the new rules will begin. Join Emily Nimsakont, the NLC’s Cataloging Librarian, to learn the basics of RDA. Topics of discussion will include the goals and basic concepts of RDA, ways in which the new rules will differ from the current rules, and changes to MARC format related to RDA.

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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
  • 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
    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
  • 63. RDA Resources
    Sample RDA records - http://www.sla.org/PDFs/SLA2009/2009_rdaexamples.pdf
    Library of Congress Documentation for the RDA Test - http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html
    • AACR2 vs. RDA - http://presentations.ala.org/images/1/10/LLL-Delsey-ALA2009.ppt
    • 64. Changes from AACR2 to RDA: A Comparison of Examples - http://faculty.washington.edu/aschiff/BCLAPresentationWithNotes-RevMay2010.pdf
  • Thank you!
    Emily Dust Nimsakont
    Cataloging Librarian
    Nebraska Library Commission
    800-307-2665
    emily.dust.nimsakont@nebraska.gov
    Links - http://delicious.com/NLC_Reference/ncompasslive
    Slides - http://www.slideshare.net/nebraskaccess