Cataloging with RDA: An Overview


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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.
  • 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 /><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: … []. 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 /><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 /><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 /><br />
    43. 43. Changes to MARC Format<br />MARC Code List for Content Types:<br /><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 /><br />
    45. 45. Changes to MARC Format<br />MARC Code List for Media Types:<br /><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 /><br />
    47. 47. Changes to MARC Format<br />MARC Code List for Carrier Types:<br /><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 /><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 /><br />
    52. 52. Online RDA Toolkit Information<br />RDA Toolkit at<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 /><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 /><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<br />
    58. 58. Library of Congress Documentation for RDA Test<br /><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<br />
    61. 61. RDA Resources<br />Joint Steering Committee for Development of RDA -<br />RDA Toolkit –<br />RDA Toolkit: A Guided Tour -<br />RDA draft -<br />RDA-L discussion list -<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 -<br />MARC Code List for Media Types -<br />MARC Code List for Carrier Types -<br />RDA in MARC -<br />
    63. 63. RDA Resources<br />Sample RDA records -<br />Library of Congress Documentation for the RDA Test -<br /><ul><li>AACR2 vs. RDA -
    64. 64. Changes from AACR2 to RDA: A Comparison of Examples -</li></li></ul><li>Thank you!<br />Emily Dust Nimsakont<br />Cataloging Librarian<br />Nebraska Library Commission<br />800-307-2665<br /><br />Links -<br />Slides -<br />