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RDA Toolkit - What's New Since August

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View the slides from publisher Troy Linker and the RDA Toolkit staff of the free webinar given live in four sessions Nov 10 - 11, 2010 showcasing some of the new functionality and content added to the …

View the slides from publisher Troy Linker and the RDA Toolkit staff of the free webinar given live in four sessions Nov 10 - 11, 2010 showcasing some of the new functionality and content added to the RDA Toolkit since the end of the open-access period (August 31).

The webinar will include

* LCPS (Library of Congress Policy Statements)-now included
in the RDA toolkit. See a demo, including interactivity with RDA

* Accessing and using globally and locally shared workflows

* Creating and sharing your own workflows

* Links from AACR2 to RDA

* Using RDA Toolkit support , including new how-to videos

* Discussion of future enhancements

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  • Hello and welcome to: RDA Toolkit – What’s New Since August!

    My name is Troy Linker and I am honored to be with you for the next hour to talk about and demonstrate the RDA Toolkit
  • Reviewing our webinar agenda our goal is to cover a broad range of RDA topics

    We will begin with a quick webinar orientation and overview of the webinar user panel

    Next we will talk briefly about RDA in general and the groups responsible for developing and maintaining RDA

    In an effort to deliver on our ongoing commitment to improvement the Co-Publishers have added some new functions and features to the RDA Toolkit since the end of the open access period in August. We will demo the links to RDA, added to the AACR2 document, which is included as part of the RDA Toolkit. We will look at how the Library of Congress Policy Statements have been integrated into the RDA Toolkit with links to and from RDA. We will demonstrate the potential of the workflow tool by exploring how one national library has used workflows to integrate their process and procedures with the RDA Toolkit.

    Next we will spend a few minutes talking about the progress on RDA translation and future RDA Toolkit enhancements under consideration.

    Finally if everything has gone as planned we will spend the last few minutes
    answering questions submitted during the webinar.

    So let’s get started with a quick webinar orientation.
  • Please use the chat function in the webinar user panel to submit questions to the other RDA staff on the webinar with me today. My thanks to Alison Elms and Dan Kaplan who are both joining me on the call today.

    In normal mode the right side of your screen should contain the full user panel, however in full screen mode the webinar user panel is minimized to the lower right corner of your screen as shown. Clicking the thought bubble icon will open up the chat window so you can submit a question or you may select the “Esc” key to exit full screen mode regaining access to the full user panel.

    In the chat box please select “All Presenters” to chat with Alison Elms who will be collecting your RDA Toolkit specific questions for the Q&A session at the end of the webinar. We would like to address as many RDA Toolkit related questions as possible. If you have questions about the U.S. RDA Test or local training please direct those questions to your local national library and or your local library association. In the U.S. contact the Library of Congress and the ALCTS division of ALA.

    If you have technical questions about the webinar software please select “Host” to chat with Dan Kaplan who is with us to answer any Webinar-related questions.

    This webinar is being recorded and will be posted on the RDA Toolkit website. We will also post the slides with notes to the site as well. Look for these to be posted later today.

    Next lets quickly cover some RDA and RDA Toolkit background before we jump to what is new.

  • Obviously this is a very fundamental definition of RDA
    and much more information is available at our website and the JSC website
  • RDA, like AACR2 before it, is the product of a collaboration between three library associations
  • And four national libraries
  • The JSC is appointed by the committee of principals to create and revise the content for RDA just as they did for AACR2
  • The RDA Toolkit is published and maintained by the Co-Publishers for RDA.
  • Ok with the preliminaries out of the way let’s talk about what is new starting with links from AACR2 to RDA
  • Embedded in AACR2 are RDA links that take the user to the RDA instruction(s) related to the same concept conveyed in the corresponding AACR2 rule. Not all AACR2 rules are linked. The JSC and RDA Editor have determined which rules to link to RDA Instructions. These links are based on the same AACR2 rule number metadata that runs the AACR2 rule number advanced search function and will return the same results as the search.

    Now let’s look at these links in AACR2
  • The blue RDA links now embedded in AACR2 allow users to quickly jump to the corresponding place in RDA

    Clicking the blue RDA icon
  • Take us into RDA where the relevant RDA instruction number 2.2.2.4 is highlighted to help us recognize which RDA instruction is related to the AACR2 rule number we linked from.
  • If an AACR2 rule is related to multiple RDA instructions like 4.1B2, clicking the RDA link
  • Takes us to a search results style page which displays the relevant RDA instructions.

    Leaving AACR2 let’s next look at a new document added to the RDA Toolkit LCPS.
  • The Co-Publishers working with the Library of Congress have integrated the Library of Congress Policy Statements into the RDA Toolkit.

    LCPS are expected to be the first of many policy statement style links embedded into the RDA Toolkit. As other national libraries and related groups develop their own policy statements, the Co-Publishers will work with them to embed their policy statements in addition to the LCPS. As more of these types of links become available, showing them all to all users would clutter the user interface. We are working on an enhancement to allow users to control which policy statement links will be visible on their screen, but for now everyone sees LCPS links in RDA.
  • The LCPS included in the RDA Toolkit are the full LCPS created and maintained by the Library of Congress.

    LCPS are freely available to anyone without a subscription to the RDA Toolkit. Following any of the embedded RDA links to the full text of RDA instructions requires a subscription to the RDA Toolkit.

    Including LCPS in the RDA Toolkit allows them to be more deeply interlinked with RDA, workflows, and other RDA Toolkit documents.

    Let’s open an LCPS in the RDA Toolkit
  • In addition to the normal RDA Toolkit document functions, we have also embedded interlinking between RDA and LCPS.

    The LCPS are organized into chapters based on RDA chapters. In this case we see the Library of Congress Policy Statements for RDA Chapter 2: Identifying Manifestations and Items. We can see that the first LCPS for Chapter 2 is for RDA Instruction 2.1. The blue 2.1 RDA is a link to RDA Instruction 2.1. Following that link to RDA . ..
  • takes us inside RDA to instruction 2.1 where we see a corresponding link to LCPS, ensuring that users know there is an LCPS available for this RDA instruction.

    Clicking back to LCPS
  • LCPS work like the other documents in the RDA Toolkit. Users can browse them using the browse tree navigation on the left. The synch TOC function works just as it does in other documents by resetting the browse tree to your current location when searching and following links puts it out of synch.
  • Advanced search is configurable to include LCPS in your search or to limit a search to LCPS only.
  • Clicking the “Print Text” link opens a PDF of the LCPS chapter for printing.
  • Closing this PDF window takes us back to the RDA Toolkit.
  • Looking at another LCPS--this time for RDA 1.6.2 Serials--we see an LCPS with its own example as well as information on PCC and LC practice.

    Leaving LCPS for now let’s move on to talk about Workflows.
  • I am excited to be at a point in the RDA Toolkit development where we can talk in more detail about workflows.
  • Workflows have the potential to be one of the most powerful tools in the RDA Toolkit. The ability to search and browse documents is of course important, but it is hardly groundbreaking or overly exciting. Workflows on the other hand give leaders in the cataloging community and representatives of specialized constituencies the ability to create and share their cataloging knowledge and experience (including examples and links to the source documents) with others in a collaborative way.

    Using shared Workflows allows RDA Toolkit users to reuse and benefit from the expertise and best practices of others as a basis for building their own local policies and practices without needing to create the process from the beginning.

    Let’s take a few minutes to review one of the workflows currently shared in the RDA Toolkit.
  • Let’s begin with the “LC Staff: Simple Book (MARC)” Workflow put together and shared by the staff at the Library of Congress. LC has done a wonderful job of using many of the tools available in the MS Word style workflow editor.

    We are not going to spend time today talking about how to use the editor in this webinar. The RDA Toolkit integrated help system and our soon-to-be-launched RDA Toolkit Help Videos, that we will discuss a little later in this webinar will focus on the specifics of using our Workflow editor.

    We will focus our time today looking at how a shared Workflow can be used to communicate the interconnected relationships between cataloging resources in addition to sharing process and best practices.

    This Workflow is organized by MARC field number, but the organizational structure is completely up to the Workflow creator. This workflow begins with a linked table of contents at the top that gives users an outline of what is included, and clicking a link allows us to jump directly to the relevant content. Let’s choose “Transcribe the Title Proper.”
  • Clicking the “Title Proper” link brings us to the body of this workflow. This workflow contains LC practice intertwined with links to source documents. Each type of link is formatted differently, usually with both a color and an icon to allow users to quickly recognize where a link will resolve.

    Let’s look at some of the links in this workflow

    Starting with the gray 245 link which is an external web link. In this case it links to the free LC MARC documentation.
  • Clicking this link opens the LC Marc Documentation in a new window. It could just as easily have been a link to any valid public or private URL .
  • The next link on the page is the “Title Proper” with the orange circle after it.
  • Following this link takes us to the “Title Proper” section of the RDA Element Set View where all of the RDA instructions related to title proper are collected together, along with definitions and related vocabularies if there are any. Which of course there aren’t in this case.
  • There are many type of links in this workflow--there are links to other part of the same workflow, links to the RDA Glossary, Links to RDA, and Links to LCPS. We won’t demo all the types, but let’s look at two more links, so we can demo one other useful function of the RDA Toolkit, the three-tabbed interface.

    First let’s click the RDA 2.3.2.2 link.
  • Which takes us to that rule in RDA. Clicking “Synch TOC” here will bring the browse tree back in synch with our current view of RDA.
  • Now let’s go back to the workflow, but to get back there we don’t use the back button. To get back we click the Tools tab. (I’ll talk more about the back button a little later.)
  • We are back to the workflow without losing our place.

    The three tabs are meant to mirror having three books open at once. For example when viewing a workflow, as we are in this case, it is open on the “Tools” tab, RDA is open on the RDA tab, and LCPS is open on the Resource tab. Now by just clicking each tab, you are taken back to your last location in each resource.

    Clicking the RDA tab . . .
  • . . . takes us to RDA without losing our previous place.

    Clicking the Resources tab . . .
  • . . . takes us to LCPS without losing our place in it either.

    And clicking the Tools tab again . . .
  • . . . takes us back to our workflow all without losing our place in a document on any tab.

    Now let’s talk about the back button. The back button remembers your last location in each tab separately. So now that we are in the tools tab, the back button remembers the previous page we viewed on the tools tab. Clicking back brings us to the start of the workflow allowing us to select a different MARC field.
  • Now we could move on to the Edition Statement or whatever else is appropriate for the resource at hand.

    The back button also remembers that last page viewed on the other tabs as well. What is does not do is switch you between tabs, so if you want to switch tabs, select the new tab you want to view, don’t use the back button.
  • The Co-Publishers are seeking translation partners in many languages.
  • We are making progress with translations. We are currently reviewing sample chapters of both French and German Translations. We expect to approve the sample chapters shortly so our translation partners can begin the process of translating RDA.

    We are also talking with new partners in several other European languages.

    We are planning the RDA Toolkit development changes needed to support multiple languages.

    Any interested translators please contact us at rdatoolkit@ala.org for more information.

  • The Co-Publishers are committed to improving the RDA Toolkit user experience in various ways including adding new content to the RDA Toolkit document collection, improving user support and help, and improving and simplifying the RDA Toolkit interface. Let’s spend the next few minutes talking about RDA Toolkit enhancements planned for the next several months.
  • Starting this week and rolling out over the next month or so we are recording and launching a series of RDA Toolkit Video Help sessions. These videos will be much shorter and easier to watch and re-watch than a full-length webinar recording. Each video is like a mini-webinar on one specific RDA Toolkit topic. We will still record and post the full-length webinars, but many will find these shorter one-topic videos the most useful.

    The first videos will be posted to the site this week. Let’s look at a mock-up of the Video Help page on the RDA Toolkit site.
  • The videos will be posted to the RDA Toolkit website under the Training and Teaching / Video Help section.

    The videos are grouped in sections. Accessing the RDA Toolkit, Navigating RDA Toolkit Documents
  • Searching the RDA Toolkit, User Contributed Workflows and Mappings, and RDA Toolkit Site Administration.

    The movie icon indicates that clicking the title will launch a flash web video in a new window.
  • The flash player includes an interface with standard video controls. It isn’t shown here but we are working to have each video Close Captioned for the hearing impaired.
  • We will post new videos to the site as they are completed. Completed video titles are active links to launch the video where the “Coming Soon” is replaced with the video’s run time. Our goal is to have all of the videos recorded and posted by mid-December 2010.

    These video topics were based on user questions and feedback. We will continue to record and post other videos based on users comments sent to us via the RDA Toolkit Support Center and directly to our RDA Toolkit Email address rdatoolkit@ala.org
  • We have identified many areas for further RDA Toolkit improvement.

    We want to simplify the login and authentication functionality. We want to increase the level of user-configurable preferences (show or hide LCPS and other Policy Statement Links for example). Based on user feedback we have identified some interface changes (making the “email me my password” function easier to find for example) that we feel will improve the user experience. We want to add more categorization and attribution to the shared workflow display to make it easier to know who shared which workflows. We are also looking for new relevant content to add to the toolkit such as other national library policy statements.

    The Co-Publishers want to improve our communication with the RDA Toolkit users. We are planning some social media and blog style posts to engage users and solicit feedback.
  • With the time we have left Alison will summarize some of the questions that have come in during the webinar.

    Alison?
  • Thank you for joining us.

  • Transcript

    • 1. RDA Toolkit - What's New Since August Presented by Troy Linker Publisher, ALA Digital Reference American Library Association
    • 2. Webinar Agenda • Links from AACR2 to RDA • Library of Congress Policy Statements (LCPS) • Using Workflows • RDA Translations • Future RDA Toolkit Enhancements • Questions
    • 3. Webinar Orientation Use the Webinar User Panel to: • Select or change your audio options • IM questions to RDA Toolkit staff If you are unable to use the webinar user panel you may also submit questions directly to rdatoolkit@ala.org
    • 4. What is RDA? RDA: Resource Description and Access is the new cataloging standard that will replace Anglo-American Cataloguing Rules, 2nd edition.
    • 5. What is RDA? RDA goes beyond earlier cataloging codes in that it provides guidelines on cataloging digital resources and has a strong emphasis on IFLA’s FRBR and FRAD user tasks helping users to find, identify, contextualize, justify, select, and obtain the information they want.
    • 6. What is RDA? RDA supports clustering of bibliographic records to show relationships between works and their creators. This important new feature makes users more aware of a work's different editions, translations, or physical formats.
    • 7. What is RDA? For more information on the background of RDA, visit the Joint Steering Committee (JSC) for Development of RDA website at www.rda-jsc.org
    • 8. How do RDA & RDA Toolkit differ? • RDA Toolkit is an integrated, browser-based, online product that allows users to interact with a collection of cataloging-related documents and resources including RDA. • RDA: Resource Description and Access is the most prominent document in the RDA Toolkit’s collection of cataloging-related documents.
    • 9. Who created RDA? RDA is overseen by the Committee of Principals (CoP) representing • American Library Association • Canadian Library Association • Chartered Institute of Library and Information Professionals (UK)
    • 10. Who created RDA? Committee of Principals (CoP) continued • Library of Congress (USA) • Library and Archives Canada • British Library • National Library of Australia
    • 11. Who created RDA? • The content of RDA was developed in a collaborative process led by the Joint Steering Committee for the Development of RDA (JSC). • More information about the JSC and RDA is available on the JSC website www.rda-jsc.org
    • 12. Who created the RDA Toolkit? The RDA Toolkit is published by the Co-Publishers for RDA  American Library Association  Canadian Library Association  Facet Publishing, the publishing arm of Chartered Institute of Library and Information Professionals (UK)
    • 13. Webinar Agenda • Links from AACR2 to RDA • Library of Congress Policy Statements (LCPS) • Using Workflows • RDA Translations • Future RDA Toolkit Enhancements • Questions
    • 14. AACR2 Links to RDA • Helps answer “Where do I begin with RDA?” • Use your knowledge of AACR2 to help you navigate RDA • Same results as AACR2 rule number advanced search
    • 15. Subscription & Pricing Information
    • 16. RDA Toolkit Training & Support
    • 17. Webinar Agenda • Links from AACR2 to RDA • Library of Congress Policy Statements (LCPS) • Using Workflows • RDA Translations • Future RDA Toolkit Enhancements • Questions
    • 18. LCPS • Written and maintained by the Library of Congress • Integrated into the RDA Toolkit as a free resource • Enhanced with links between RDA and LCPS
    • 19. RDA Toolkit Training & Support
    • 20. RDA Toolkit Training & Support
    • 21. RDA Toolkit Training & Support
    • 22. Webinar Agenda • Links from AACR2 to RDA • Library of Congress Policy Statements (LCPS) • Using Workflows • RDA Translations • Future RDA Toolkit Enhancements • Questions
    • 23. Using Workflows • User-supplied content • Powerful interlinking to other RDA Toolkit documents and external Web resources • Shareable and customizable
    • 24. RDA Toolkit Training & Support
    • 25. RDA Toolkit Training & Support
    • 26. RDA Toolkit Training & Support
    • 27. RDA Toolkit Training & Support
    • 28. RDA Toolkit Training & Support
    • 29. RDA Toolkit Training & Support
    • 30. RDA Toolkit Training & Support
    • 31. Webinar Agenda • Links from AACR2 to RDA • Library of Congress Policy Statements (LCPS) • Using Workflows • RDA Translations • Future RDA Toolkit Enhancements • Questions
    • 32. RDA Translations • Evaluating sample translations. • Beginning negotiations with new translation partners. • Planning the RDA Toolkit changes needed to support multiple languages.
    • 33. Webinar Agenda • Links from AACR2 to RDA • Library of Congress Policy Statements (LCPS) • Using Workflows • RDA Translations • Future RDA Toolkit Enhancements • Questions
    • 34. RDA Toolkit Video Help • Mini-webinars: 3 to 10 minute videos on just one subject • Videos cover a broad range of RDA Toolkit topics • Available on the RDA Toolkit website 24/7 • Play multiple times to refresh your memory
    • 35. RDA Toolkit Training & Support
    • 36. RDA Toolkit Training & Support
    • 37. Future Enhancements • Simplify login and authentication • Increase user-configurable preferences • Improve interface design • Improve Workflow sharing functionality • Integrate new content • Enhance communication with users
    • 38. Webinar Agenda • Links from AACR2 to RDA • Library of Congress Policy Statements (LCPS) • Using Workflows • RDA Translations • Future RDA Toolkit Enhancements • Questions
    • 39. Questions? • We will answer as many questions as possible during the live event. • Our Frequently Asked Question (FAQ) page at www.RDAToolkit.org/faq will be updated based on questions asked during this webinar.
    • 40. Thank You! For more information on • Pricing and subscribing • Signing up to receive email announcements Please visit www.rdatoolkit.org