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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