NCompass Live: Cataloging with RDA

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

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

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

RDA is not…
A display standard
An encoding standard

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

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

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

Basics of FRBR
User Tasks
Find
Identify
Select
Obtain

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

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

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

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

Basics of FRAD
User Tasks
Find
Identify
Contextualize
Justify

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

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

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

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

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

Terminology

Categorization of resources
AACR2 has GMDs
RDA has media type, carrier type, and content type

GMDs
cartographic material
music
text
filmstrip
motion picture
slide
transparency
electronic resource
microform
sound recording
videorecording

cartographic material
music
text
Content Type
cartographic image
notated music
text

electronic resource
microform
sound recording
videorecording
Media Type
audio
computer
microform
video

filmstrip
motion picture
slide
transparency
Carrier Type
film reel
filmstrip
overhead transparency
slide

Level of description
AACR2 has first, second, and third levels of description
RDA has core elements and other elements

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

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

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

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

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

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

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

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

“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

“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

Presentation by Adam L. Schiff, University of Washington

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

LDR/18 - Descriptive Cataloging Form (Desc)
i – ISBD
040
$e rda

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

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

Media type
337 field
$2 marcmedia
MARC Code List for Media Types:
http://www.loc.gov/standards/valuelist/marcmedia.html

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

Carrier type
338 field
$2 marccarrier
MARC Code List for Carrier Types:
http://www.loc.gov/standards/valuelist/marccarrier.html

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

Example: music CD
336 _ _ $a performed music $2 marccontent
337 _ _ $a audio $2 marcmedia
338 _ _ $a audio disc $2 marccarrier

Example: print monograph
336 _ _ $a text $2 marccontent
337 _ _ $a unmediated $2 marcmedia
338 _ _ $a volume $2 marccarrier

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

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

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

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

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

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

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

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

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

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

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

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

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

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
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
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NCompass Live: Cataloging with RDA

by Nebraska Library Commission on May 19, 2010

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