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Cataloging with RDA: An Overview

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Cataloging with RDA: An Overview

  1. 1. Cataloging with RDA: An Overview<br />Emily Dust Nimsakont<br />Nebraska Library Commission<br />NCompass Live<br />May 19, 2010<br />
  2. 2. Overview<br />What is RDA?<br />Basics of FRBR and FRAD<br />Differences from AACR2<br />Changes to MARC format<br />Publication and pricing information<br />Timeline for testing<br />How can you prepare for RDA?<br />Resources<br />
  3. 3. RDA is…<br />New cataloging code to replace AACR2<br />A content standard<br />Designed to be used online<br />
  4. 4. RDA is not…<br />A display standard<br />An encoding standard<br />
  5. 5. Who is responsible for the development of RDA?<br />Joint Steering Committee for Development of RDA (JSC)<br />consists of representatives from:<br />American Library Association<br />Australian Committee on Cataloguing<br />British Library<br />Canadian Committee on Cataloguing<br />Chartered Institute of Library and Information Professionals<br />Library of Congress<br />http://rda-jsc.org/rdafaq.html<br />
  6. 6. Why a new cataloging code?<br />RDA is:<br />Designed for describing all types of resources<br />Designed to be more flexible in an international setting<br />Designed to make it easier for library data to interact with other bibliographic data<br />
  7. 7. Basics of FRBR<br />Functional <br />Requirements for <br />Bibliographic <br />Records<br />Conceptual model developed by the International Federation of Library Associations and Institutions (IFLA)<br />Entity-relationship model<br />Based on user tasks<br />
  8. 8. Basics of FRBR<br />User Tasks<br />Find<br />Identify<br />Select<br />Obtain<br />
  9. 9. Basics of FRBR<br />Entities<br />Group 1<br />Entities that are products of intellectual or artistic endeavor<br />Work, Expression, Manifestation, Item<br />Group 2<br />Entities responsible for intellectual or artistic endeavor<br />Person, Corporate Body<br />Group 3<br />Entities that are subjects of intellectual or artistic endeavor<br />Concept, Object, Event, Place<br />
  10. 10. Basics of FRBR<br />Relationships<br />FRBR is based on relationships between entities, both those in different groups and those in the same groups<br />
  11. 11. 11<br />Basics of FRBR<br />Work<br />Group 1<br />is realized through<br />Expression<br />is embodied in<br />Manifestation<br />recursive<br />is exemplified by<br />one<br />Item<br />many<br />Image credit: Barbara Tillett, Library of Congress<br />
  12. 12. Basics of FRAD<br />Functional <br />Requirements for <br />Authority<br />Data<br />Conceptual model developed by the International Federation of Library Associations and Institutions (IFLA)<br />Entity-relationship model<br />Based on user tasks<br />
  13. 13. Basics of FRAD<br />User Tasks<br />Find<br />Identify<br />Contextualize<br />Justify<br />
  14. 14. Differences from AACR2<br />Structure<br />AACR2 is organized by classes of materials<br />RDA has overarching principles that are applicable to all materials<br />
  15. 15. Differences from AACR2<br />Structure<br />AACR2<br />Part I – Description<br />Part II – Headings, Uniform Titles, and References<br />RDA<br />Recording attributes<br />Recording relationships<br />
  16. 16. Differences from AACR2<br />RDA Structure – Recording Attributes<br />Section 1 – Recording Attributes of Manifestation and Item<br />Section 2 – Recording Attributes of Work and Expression<br />Section 3 – Recording Attributes of Person, Family, and Corporate Body<br />Section 4 – Recording Attributes of Concept, Object, Event, and Place<br />
  17. 17. Differences from AACR2<br />RDA Structure – Recording Relationships<br />Section 5 – Recording Primary Relationships Between a Work, Expression, Manifestation, and Item<br />Section 6 – Recording Relationships to Persons, Families, and Corporate Bodies Associated with a Resource<br />Section 7 – Recording Subject Relationships<br />Section 8 – Recording Relationships Between Works, Expressions, Manifestations and Items<br />Section 9 – Recording Relationships Between Persons, Families, and Corporate Bodies<br />Section 10 – Recording Relationships Between Concepts, Objects, Events, and Places<br />
  18. 18. Differences from AACR2<br />Authority data instructions included in RDA<br />Special coded dates<br />Associated place<br />Address<br />Field of activity<br />Affiliation<br />Occupation<br />Gender<br />Family information<br />Associated language<br />
  19. 19. Differences from AACR2<br />Terminology<br />
  20. 20. Differences from AACR2<br />Categorization of resources<br />AACR2 has GMDs<br />RDA has media type, carrier type, and content type<br />
  21. 21. Differences from AACR2<br />Categorization of resources<br /> GMDs <br />cartographic material<br />music<br />text<br />filmstrip<br />motion picture<br />slide<br />transparency<br />electronic resource<br />microform <br />sound recording<br />videorecording<br />
  22. 22. Differences from AACR2<br />Categorization of resources<br /> GMDs <br />cartographic material<br />music<br />text<br />filmstrip<br />motion picture<br />slide<br />transparency<br />electronic resource<br />microform <br />sound recording<br />videorecording<br />
  23. 23. Differences from AACR2<br />Categorization of resources<br /> GMDs <br />cartographic material<br />music<br />text<br />filmstrip<br />motion picture<br />slide<br />transparency<br />electronic resource<br />microform <br />sound recording<br />videorecording<br />
  24. 24. Differences from AACR2<br />Categorization of resources<br /> GMDs <br />cartographic material<br />music<br />text<br />filmstrip<br />motion picture<br />slide<br />transparency<br />electronic resource<br />microform <br />sound recording<br />videorecording<br />
  25. 25. Differences from AACR2<br />Categorization of resources<br />cartographic material<br />music<br />text<br />Content Type<br />cartographic image<br />notated music<br />text<br />
  26. 26. Differences from AACR2<br />Categorization of resources<br />electronic resource<br />microform<br />sound recording<br />videorecording<br />Media Type<br />audio<br />computer<br />microform<br />video<br />
  27. 27. Differences from AACR2<br />Categorization of resources<br />filmstrip<br />motion picture<br />slide <br />transparency<br />Carrier Type<br />film reel<br />filmstrip<br />overhead transparency<br />slide<br />
  28. 28. Differences from AACR2<br />Level of description<br />AACR2 has first, second, and third levels of description<br />RDA has core elements and other elements<br />
  29. 29. Differences from AACR2<br />AACR2 first level of description<br />title proper<br />first statement of responsibility<br />edition statement<br />material specific details<br />first publisher, etc.<br />date of publication, etc.<br />extent of item<br />notes<br />standard number<br />
  30. 30. Differences from AACR2<br />RDA core elements<br />title proper<br />first statement of responsibility<br />designation of edition<br />designation of a named revision of an edition<br />numbering of serials<br />scale of cartographic content<br />first place of publication<br />first publisher’s name<br />date of publication<br />title proper of series/subseries<br />numbering within series/subseries<br />identifier for the manifestation<br />carrier type<br />extent <br />
  31. 31. Differences from AACR2<br />Sources of information<br />AACR2 specifies a chief source of information for each class of material<br />RDA divides resources into three categories and specifies a preferred source of information for each:<br />one or more pages, leaves, sheets, or cards<br />moving images<br />other resources<br />
  32. 32. Differences from AACR2<br />Transcription<br />Abbreviation<br />AACR2: abbreviations used in some transcribed elements<br />RDA: abbreviations in transcribed elements permitted only if abbreviations appear on the source<br />Example:<br />Appears on item as: Second edition<br />AACR2: 2nd ed.<br />RDA: Second edition<br />
  33. 33. Differences from AACR2<br />Transcription<br />Inaccuracies<br />AACR2: inaccuracies corrected within transcribed elements<br />RDA: inaccuracies should be recorded as they appear on the source<br />
  34. 34. Differences from AACR2<br />Statement of Responsibility<br />AACR2 - Rule of three<br />RDA – transcribe statement of responsibility as found, regardless of number<br />Optional omission instructions<br />
  35. 35. Differences from AACR2<br />… / by Nancy Drew, Bess Marvin, George Fayne, and Ned Nickerson.<br />Optional omission:<br />… / by Nancy Drew [and three others].<br />Notice: … [et.al.]. is not used<br />
  36. 36. Differences from AACR2<br />Publication information – two or more places of publication<br />AACR2 – give the first named place and the first place in the country of the cataloging agency<br />RDA – give the first named place, regardless of country<br />
  37. 37. Differences from AACR2<br />“AACR2 vs. RDA”<br />Presentation by Tom Delsey<br />ways in which RDA differs from AACR2<br />http://presentations.ala.org/images/1/10/LLL-Delsey-ALA2009.ppt<br />
  38. 38. Differences from AACR2<br />“Changes from AACR2 to RDA: A Comparison of Examples”<br />Presentation by Adam L. Schiff, University of Washington<br />Examples of changes from AACR2 to RDA<br />http://faculty.washington.edu/aschiff/BCLAPresentationWithNotes-RevMay2010.pdf<br />
  39. 39. Differences from AACR2<br />Presentation by Adam L. Schiff, University of Washington<br />
  40. 40. Changes to MARC Format<br />New code in LDR/18 (Descriptive Cataloging Form) and new code in 040<br />Enter media terms in 336, 337, & 338, not 245 $h<br />New authority fields<br />
  41. 41. Changes to MARC Format<br />LDR/18 - Descriptive Cataloging Form (Desc)<br />i – ISBD<br />040<br />$e rda<br />
  42. 42. Changes to MARC Format<br />Content type<br />336 field<br />use term in $a or code in $b<br />$2 marccontent<br />MARC Code List for Content Types:<br />http://www.loc.gov/standards/valuelist/marccontent.html<br />
  43. 43. Changes to MARC Format<br />MARC Code List for Content Types:<br />http://www.loc.gov/standards/valuelist/marccontent.html<br />
  44. 44. Changes to MARC Format<br />Media type<br />337 field<br />use term in $a or code in $b<br />$2 marcmedia<br />MARC Code List for Media Types:<br />http://www.loc.gov/standards/valuelist/marcmedia.html<br />
  45. 45. Changes to MARC Format<br />MARC Code List for Media Types:<br />http://www.loc.gov/standards/valuelist/marcmedia.html<br />
  46. 46. Changes to MARC Format<br />Carrier type<br />338 field<br />use term in $a or code in $b<br />$2 marccarrier<br />MARC Code List for Carrier Types:<br />http://www.loc.gov/standards/valuelist/marccarrier.html<br />
  47. 47. Changes to MARC Format<br />MARC Code List for Carrier Types:<br />http://www.loc.gov/standards/valuelist/marccarrier.html<br />
  48. 48. Changes to MARC Format<br />Example: music CD<br />336 _ _ $a performed music $2 marccontent<br />337 _ _ $a audio $2 marcmedia<br />338 _ _ $a audio disc $2 marccarrier<br />
  49. 49. Changes to MARC Format<br />Example: print monograph<br />336 _ _ $a text $2 marccontent<br />337 _ _ $a unmediated $2 marcmedia<br />338 _ _ $a volume $2 marccarrier<br />
  50. 50. Changes to MARC Format<br />New Authority Fields<br />http://www.loc.gov/marc/authority/ad1xx.html<br />046 – Special coded dates<br />370 – Associated place<br />371 – Address<br />372 – Field of activity<br />373 – Affiliation<br />374 – Occupation<br />375 – Gender<br />376 – Family information<br />377 – Associated language<br />
  51. 51. Online RDA Toolkit Information<br />What will the RDA Toolkit include?<br />RDA instructions (searchable and browseable)<br />Views of RDA content by table of contents and by RDA element set<br />AACR2 Rule Number Search of RDA instructions<br />Workflows, mappings, examples<br />Full text of AACR2 with links to RDA<br />http://rdatoolkit.org<br />
  52. 52. Online RDA Toolkit Information<br />RDA Toolkit at http://www.rdatoolkit.org<br />Subscription prices<br />$195 per year for solo-user environment<br />$325 per year for multi-user environment, one user at a time<br />Additional concurrent users<br />2-9 concurrent users, $55 per additional user<br />10-19 concurrent users, $50 per additional user<br />20+ concurrent users, $45 per additional user<br />
  53. 53. Online RDA Toolkit Information<br />RDA Toolkit: A Guided Tour<br />Webinar offered by ALA Publishing<br />February 2010<br />http://www.rdatoolkit.org/training/guidedtour<br />
  54. 54. RDA in Print<br />RDA and its Element Set View will be available in loose-leaf format<br />Announced on April 28, 2010<br />Pricing has not been released<br />
  55. 55. Timeline for Release and Testing<br />June 2010 – RDA released<br />Release date until August 31, 2010 – open-access period<br />Release date – testing by national libraries (and test partners) begins<br />
  56. 56. Testing by National Libraries<br />Library of Congress<br />National Library of Medicine<br />National Agricultural Library<br />Selected test partners will also participate<br />http://www.loc.gov/bibliographic-future/rda/test-partners.html<br />
  57. 57. Timeline for Testing Library of Congress<br />“The test period will begin after the test partners receive access to RDA Online.<br />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.<br />Test Days 91 through 180: Test partners produce records in the test and share them with the US National Libraries RDA Test Steering Committee.<br />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.<br />After Post-Test Day 91: The report is shared with the US library community.”<br />- from http://www.loc.gov/bibliographic-future/rda/timeline.html<br />
  58. 58. Library of Congress Documentation for RDA Test<br />http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html<br />
  59. 59. How can you prepare for RDA?<br />Become familiar with RDA terminology<br />Keep up with developments <br />RDA-L discussion list<br />Try out RDA Toolkit during the open access period<br />Watch for the results of Library of Congress testing<br />Talk with other colleagues<br />Ask your ILS vendors how they will adapt their systems<br />
  60. 60. RDA Resources<br />Understanding FRBR: What It Is and How It Will Affect Our Retrieval Tools, edited by Arlene G. Taylor<br />FRBR: A Guide for the Perplexed, by Robert L. Maxwell<br />Functional Requirements for Authority Data: A Conceptual Model, edited by Glenn E. Patton<br />Functional Requirements for Bibliographic Records, Final Report http://archive.ifla.org/VII/s13/frbr/frbr_current_toc.htm<br />
  61. 61. RDA Resources<br />Joint Steering Committee for Development of RDA - http://www.rda-jsc.org/rda.html<br />RDA Toolkit – http://www.rdatoolkit.org<br />RDA Toolkit: A Guided Tour - http://www.rdatoolkit.org/training/guidedtour<br />RDA draft - http://www.rdatoolkit.org/constituencyreview/<br />RDA-L discussion list - http://www.rda-jsc.org/rdadiscuss.html<br />Introducing RDA: A Guide to the Basics, by Chris Oliver, to be published by ALA Editions, Summer 2010<br />
  62. 62. RDA Resources<br />MARC Code List for Content Types - http://www.loc.gov/standards/valuelist/marccontent.html<br />MARC Code List for Media Types - http://www.loc.gov/standards/valuelist/marcmedia.html<br />MARC Code List for Carrier Types - http://www.loc.gov/standards/valuelist/marccarrier.html<br />RDA in MARC - http://www.loc.gov/marc/RDAinMARC29.html<br />
  63. 63. RDA Resources<br />Sample RDA records - http://www.sla.org/PDFs/SLA2009/2009_rdaexamples.pdf<br />Library of Congress Documentation for the RDA Test - http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html<br /><ul><li>AACR2 vs. RDA - http://presentations.ala.org/images/1/10/LLL-Delsey-ALA2009.ppt
  64. 64. Changes from AACR2 to RDA: A Comparison of Examples - http://faculty.washington.edu/aschiff/BCLAPresentationWithNotes-RevMay2010.pdf</li></li></ul><li>Thank you!<br />Emily Dust Nimsakont<br />Cataloging Librarian<br />Nebraska Library Commission<br />800-307-2665<br />emily.dust.nimsakont@nebraska.gov<br />Links - http://delicious.com/NLC_Reference/ncompasslive<br />Slides - http://www.slideshare.net/nebraskaccess<br />

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