RDA Checkpoint - Where we are and where we're heading

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Slides from the July 12, 2011 presentation by Troy Linker, Publisher of ALA Digital Reference

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  • In talking with the Committee co-chairs at ALA’ s Annual conference we discussed the need for more information about some of the requests. We are planning either a call or physical meeting in early August to give ALA Publishing a chance to ask detailed questions about the recommendations. This is an example of a recommendation that needs more explanation.
  • We plan to collect more metadata about each workflow
  • Users asked us to add a book-style index to supplement the RDA Toolkit’s full-text search capability.  This Index is derived from the index used in the RDA Print.  Unlike a full-text search it includes terms that aren’t in RDA, but they are terms a user might try to search when they first come to RDA.  For example General Material Designation [GMD] has an entry that directs users to the RDA concepts of Carrier Type, Content Type, and Media Type.  Like the Table of Contents, the Index is included as a section of RDA, and includes links to the full-text of RDA, a printable PDF for offline use, and is freely available to everyone—no subscription to the RDA Toolkit is needed to view it. The Index is included in the search.
  • Users and the RDA testers told us that a book-style table of contents was useful to help them navigate and learn the structure of RDA and to compare how it differs from the structure of AACR2 and other cataloging standards.  Based on this feedback we converted the RDA Print table of contents into an online section of RDA in the RDA Toolkit.  This new section includes links to sections listed and has a printable PDF for offline use.  In an effort to keep the search results as relevant and uncluttered as possible, the Table of Contents is not included in search. To make it easier for users to learn and experiment with RDA we’re offering this RDA Table of Contents free to everyone—no subscription to the RDA Toolkit is needed to view it.
  • Whether you are creating or revising workflow or procedure documentation, writing a paper for LIS class, or blogging on a specific cataloging issue, direct links to RDA rules will be valuable in communicating your ideas and intentions.
  • Will you be leading an RDA workshop or presentation sometime soon? If so we’d like to help make your instruction stick. We are happy to offer the RDA Post-Event Access, a free, 30-day trial that will provide solo-user access to anyone attending an RDA Toolkit training event. We believe this added access will allow those who are new to RDA to apply what they have learned in your training and to become even more familiar and comfortable with RDA Toolkit. To guarantee that this offer is available at your event, simply email us at rdatoolkit@ala.org and tell us about your event. When and where will it be held? What sort of event is it? An inhouse training session or a public workshop? Is it free or paid? How many attendees do you anticipate? After reviewing your email, we will send you a PDF containing a special code tied to your event and instructions for obtaining the free solo-user access. The PDF can be printed out or emailed to participants. Please make a new request for each new event, workshop, or presentation.
  • Thank you for joining us.
  • RDA Checkpoint - Where we are and where we're heading

    1. 1. RDA Checkpoint -- Where We Are and Where We're Heading<br />Presented byTroy LinkerPublisher, ALA Digital Reference<br />American Library Association<br />
    2. 2. Poll Questions<br />During the webinar you will have the chance to participate in several poll questions. <br />You should see a poll question appear on the right near the chat box. <br />The poll will be active for five minutes. <br />The presentation will move on, but you will have access to the live results as they come in. <br />
    3. 3. Poll Question #1<br />How many people are watching the webinar at your location?<br />
    4. 4. Session Agenda<br />U.S. RDA Test Announcement<br />Virtual User Group<br />Recent RDA Toolkit Enhancements<br />Getting Access to RDA Toolkit<br />Questions<br />
    5. 5. U. S. RDA Test Announcement<br />Reports<br />Overall recommendations<br />Specific recommendations to ALA Publishing regarding RDA Toolkit<br />
    6. 6. U.S. RDA Test Reports<br />Statement from the Executives of the Three National Libraries -- released June 13, 2011<br />Executive Summary of the Report and Recommendations of Committee -- released June 13, 2011<br />Full report -- released June 20, 2011<br />http://www.loc.gov/bibliographic-future/rda/<br />
    7. 7.
    8. 8. Overall Recommendations<br />Test Committee made nine recommendations to the following groups: <br />LC / NAL / NLM<br />Joint Steering Committee for Development of RDA (JSC)<br />ALA Publishing (Co-Publishers)<br />Cataloging Community (including PCC)<br />Vendor Community<br />
    9. 9. Overall Recommendations<br />1. Rewrite the RDA instructions in clear, unambiguous, plain English. <br />Work with JSC to prioritize which chapters should be addressed and completed first. Prioritization should be based on comments gleaned during the U.S. RDA Test as identified by the U.S. RDA Test Coordinating Committee.<br />
    10. 10. Overall Recommendations<br />Identify and engage, in collaboration with JSC and the Committee of Principals, a writer to undertake rewrites.<br />Rewrite chapters identified as priorities.<br />Confirm readability of initial chapter rewrites.<br />Timeframe for completion: within 18 months.<br />
    11. 11. Overall Recommendations<br />Define process for updating RDA in the online environment. <br />Timeframe for completion: within three months. <br />
    12. 12. Overall Recommendations<br />3. Improve functionality of the RDA Toolkit. <br />Forward to ALA Publishing enhancements needed as gleaned during the U.S. RDA Test and work with ALA Publishing on a timeline for changes.<br />
    13. 13. Overall Recommendations<br />Working with ALA Publishing, identify a process for ongoing usability testing of RDA Toolkit enhancements.<br />Timeframe for completion: within three months.<br />
    14. 14. Overall Recommendations<br />Develop full RDA record examples in MARC and other encoding schemas. <br />Work with ALA Publishing to integrate examples into the RDA Toolkit. <br />Include examples for special communities (e.g., serials, rare books, music). <br />Timeframe for completion: within six months. <br />
    15. 15. Overall Recommendations<br />5. Announce completion of the Registered RDA Element Sets and Vocabularies. Ensure the registry is well described and in synchronization with RDA rules. <br />Timeframe for completion: within six months. <br />
    16. 16. Overall Recommendations<br />6. Demonstrate credible progress towards a replacement for MARC. <br />Announce planning statement. (Done; see Appendix M.)<br />Identify the stakeholders, key players and experts needed.<br />
    17. 17. Overall Recommendations<br />Identify tasks and timeline for development.<br />Ensure development is underway.<br />Timeframe for completion: within 18‐24 months.<br />
    18. 18. Overall Recommendations<br />7. Ensure and facilitate community involvement. <br />Prioritize needed updates to practices, decisions, and documentation.<br />Prioritize and submit changes to JSC for RDA content.<br />
    19. 19. Overall Recommendations<br />Determine community involvement in the process, e.g., the role of Program for Cooperative Cataloging (PCC), OCLC, special interest communities, etc.<br />Determine best method(s) to share decisions with community.<br />Timeframe for completion: within 12 months.<br />
    20. 20. Overall Recommendations<br />8. Lead and coordinate RDA training. <br />Prioritize training focus and schedule led by LC.<br />Engage PCC, Association for Library Collections and Technical Services (ALCTS), and other bodies.<br />Timeframe for completion: within 18 months.<br />
    21. 21. Overall Recommendations<br />9. Solicit demonstrations of prototype input and discovery systems that use the RDA element set (including relationships). <br />Identify groups/organizations/vendors that could provide models. <br />Determine availability of funding to support prototype efforts. <br />Engage and produce initial prototypes. <br />
    22. 22. Overall Recommendations<br />Utilize demonstrations in education and training efforts about the library community’s new metadata infrastructure. <br />Timeframe for completion: within 18 months. <br />
    23. 23. Recommendations to ALA Publishing<br />Full report details four recommendations to ALA Publishing regarding RDA Toolkit.<br />
    24. 24. Recommendations to ALA Publishing<br />Enhance and further develop the functionality of RDA Toolkit.<br />Workflows<br />Search<br />Performance<br />
    25. 25. Workflows<br />Develop an interactive wizard to assist with the creation of workflows.<br />Allow for users/institutions to suppress certain workflows even if made public by the creators (e.g., only show PCC workflows).<br />Allow for workflows and other tools to be open simultaneously through the use of separate windows.<br />
    26. 26. Workflows<br />Develop an interactive wizard to assist with the creation of workflows.<br />Allow for users/institutions to suppress certain workflows even if made public by the creators (e.g., only show PCC workflows).<br />Allow for workflows and other tools to be open simultaneously through the use of separate windows.<br />
    27. 27.
    28. 28. Workflows<br />Develop an interactive wizard to assist with the creation of workflows.<br />Allow for users/institutions to suppress certain workflows even if made public by the creators (e.g., only show PCC workflows).<br />Allow for workflows and other tools to be open simultaneously through the use of separate windows.<br />
    29. 29.
    30. 30.
    31. 31.
    32. 32.
    33. 33.
    34. 34.
    35. 35. Search<br />Allow for use of wildcards in searching.<br />Allow for searching of resources in the Tools section. <br />Arrange the search results by RDA number.<br />
    36. 36.
    37. 37.
    38. 38. Search<br />Allow for use of wildcards in searching.<br />Allow for searching of resources in the Tools section. <br />Arrange the search results by RDA number.<br />
    39. 39.
    40. 40.
    41. 41.
    42. 42.
    43. 43. Search<br />Allow for use of wildcards in searching.<br />Allow for searching of resources in the Tools section. <br />Arrange the search results by RDA number.<br />
    44. 44.
    45. 45.
    46. 46.
    47. 47.
    48. 48. Search<br />Normalize search terms and results. <br />Resolve the problem that the existing search labeled as “Core” retrieves instructions beyond “Core” and “Core Plus” elements. <br />
    49. 49.
    50. 50.
    51. 51.
    52. 52.
    53. 53.
    54. 54.
    55. 55.
    56. 56.
    57. 57. Search<br />Normalize search terms and results. <br />Resolve the problem that the existing search labeled as “Core” retrieves instructions beyond “Core” and “Core Plus” elements. <br />
    58. 58. RDA Toolkit Performance<br />Further improve the table of contents features.<br />Refine/enhance the local annotations and bookmark features to allow for updating and sharing. <br />Increase the time allowed before the system times out; leave users on their current page after timing out rather than returning to the introductory screen.<br />
    59. 59.
    60. 60.
    61. 61. RDA Toolkit Performance<br />Further improve the table of contents features.<br />Refine/enhance the local annotations and bookmark features to allow for updating and sharing. <br />Increase the time allowed before the system times out; leave users on their current page after timing out rather than returning to the introductory screen. <br />
    62. 62. RDA Toolkit Performance<br />Further improve the table of contents features.<br />Refine/enhance the local annotations and bookmark features to allow for updating and sharing. <br />Increase the time allowed before the system times out; leave users on their current page after timing out rather than returning to the introductory screen. <br />
    63. 63.
    64. 64. RDA Toolkit Performance<br />Improve response time possibly by not loading entire chapters each time a link is selected. <br />Resolve connectivity issues related to institutional firewalls and network security. <br />
    65. 65. Loading Full Chapters<br />Loading entire chapter was requested by users during focus groups; they wanted more context in an online environment.<br />Users didn’t like the way AACR2 displayed in small sections 1.1, 1.2, 1.3, etc.<br />Unfortunately the size and complexity of many of the full chapters caused slow loading speeds.<br />
    66. 66. Paging Chapters<br />We are testing a solution that breaks each chapter into chapter pages, at the X.X level but not every X.X level.<br />Each chapter will be broken into manageable sections based on the size of the particular chapter page. <br />For example Chapter 1 is broken into two pages 1.1 – 1.6 on page one and 1.7 – 1.11 on page two. <br />
    67. 67. RDA Toolkit Performance<br />Improve response time possibly by not loading entire chapters each time a link is selected. <br />Resolve connectivity issues related to institutional firewalls and network security. <br />
    68. 68. Recommendations to ALA Publishing<br />2. Work with JSC to add additional features to RDA Toolkit.<br />
    69. 69. Additional Content & Features<br />Develop a single search for only “Core” and “Core if” elements. <br />Integrate full examples into RDA Toolkit, including examples for special communities (e.g., serials, rare books, music resources). <br />Provide mapping of RDA elements to other metadata schemes, e.g., MODS, MADS, METS, Dublin Core. <br />
    70. 70. Additional Content & Features<br />Develop a single search for only “Core” and “Core if” elements. <br />Integrate full examples into RDA Toolkit, including examples for special communities (e.g., serials, rare books, music resources). <br />Provide mapping of RDA elements to other metadata schemes, e.g., MODS, MADS, METS, Dublin Core. <br />
    71. 71. Additional Content & Features<br />Develop a single search for only “Core” and “Core if” elements. <br />Integrate full examples into RDA Toolkit, including examples for special communities (e.g., serials, rare books, music resources). <br />Provide mapping of RDA elements to other metadata schemes, e.g., MODS, MADS, METS, Dublin Core. <br />
    72. 72. Recommendations to ALA Publishing<br />Develop mechanism for updating the text of RDA in a timely manner including notification to users as to which chapters/rules have been updated.<br />Include a mechanism for updating the print version.<br />
    73. 73. Recommendations to ALA Publishing<br />4. Publicize and continue to develop free training on various aspects of RDA Toolkit that were underutilized during the test including RDA: Element Set View and show/hide examples.<br />
    74. 74. Session Agenda<br />U.S. RDA Test Announcement<br />Virtual User Group<br />Recent RDA Toolkit Enhancements<br />Getting Access to RDA Toolkit<br />Questions<br />
    75. 75. Virtual User Group<br />The U.S. Test process has been invaluable to us. We did beta testing and other testing, but it wasn’t until users actually tried to use RDA Toolkit in their everyday work that some really useful comments emerged. <br />
    76. 76. Virtual User Group<br />Certainly the U.S. community is very important to us, but the U.S. community is not the only user community of RDA Toolkit. <br />We need a virtual forum to get feedback that helps us set our priorities, to communicate our development plans out to RDA Toolkit users, and to demo recent changes.<br />
    77. 77. Virtual User Group<br />Format – webinar format but with smaller groups and more bidirectional communication.<br />Audience – National Libraries and power users in many countries. Open meeting, everyone is invited.<br />Agenda – demo recent release(s), describe plans for next release(s), and brainstorm ideas for future releases. <br />
    78. 78. Virtual User Group<br />Frequency – to be determined; please answer the post-webinar poll question about frequency.<br />Time zone – offered in rotating time zones so users outside the U.S. also have a chance to participate live (considering three rotating times zones: 9:30 AM CST, 3:30 PM CST, and 8:00 PM CST) <br />
    79. 79. Poll Question #2<br />To the best of your knowledge, what is your institution’s plan for RDA implementation?<br />
    80. 80. Session Agenda<br />U.S. RDA Test Announcement<br />Virtual User Group<br />Recent RDA Toolkit Enhancements<br />Getting Access to RDA Toolkit<br />Questions<br />
    81. 81. Recent RDA Toolkit Enhancements<br />Index<br />Table of Contents<br />MARC Linking Service<br />RDA Instruction Linking<br />RDA Toolkit Blog<br />
    82. 82. RDA Index<br />Book-style index added to RDA Toolkit<br />Included in search to supplement full-text search by including additional terms not in RDA<br />Printable PDF for offline use<br />Free to everyone<br />
    83. 83.
    84. 84.
    85. 85. Recent RDA Toolkit Enhancements<br />Index<br />Table of Contents<br />MARC Linking Service<br />RDA Instruction Linking<br />RDA Toolkit Blog<br />
    86. 86. Table of Contents<br />Book-style RDA TOC added to RDA Toolkit<br />Each entry is hyperlinked to RDA<br />Printable PDF for offline use<br />Not included in search<br />Free to everyone<br />
    87. 87.
    88. 88. Recent RDA Toolkit Enhancements<br />Index<br />Table of Contents<br />MARC Linking Service<br />RDA Instruction Linking<br />RDA Toolkit Blog<br />
    89. 89. MARC Linking Service<br />Create links based on specific MARC information to the relevant instruction(s) in RDA: Element Set.<br />Links are based on MARC-to-RDA Mappings of RDA Toolkit.<br />Link URLs contain only MARC information so they will not need updating if MARC Mappings change in RDA Toolkit.<br />
    90. 90. MARC Variables<br />Users can link to relevant instruction(s) in RDA: Element Set based on:<br />Record Type – either Authority or a Bibliographic record<br />MARC Field - (e.g., “100”)<br />Indicator - (e.g., “1st” or “2nd”)<br />Subfield – (e.g., $c) <br />
    91. 91. MARC Based URL<br />The syntax to create a link to the relevant RDA instructions for MARCBibliographic1001# $C<br />http://access.rdatoolkit.org/?encode=marc&rec=Bib&tag=100&indpos=1st&ind=1&subfld=c<br />
    92. 92.
    93. 93. Recent RDA Toolkit Enhancements<br />Index<br />Table of Contents<br />MARC Linking Service<br />RDA Instruction Linking<br />RDA Toolkit Blog<br />
    94. 94. Direct Links to RDA Instructions<br />In addition to the MARC links there may be times when users want to simply link to an RDA instruction.<br />To create these links use the following syntax:<br />
    95. 95. Direct Links to RDA Instructions<br />Begin with the root URL of http://access.rdatoolkit.org/<br />Add the RDA number e.g., for RDA 3.1.4, add the 3.1.4 to the root URL http://access.rdatoolkit.org/3.1.4<br />Finally, add “.html” to the end http://access.rdatoolkit.org/3.1.4.html<br />
    96. 96.
    97. 97. Recent RDA Toolkit Enhancements<br />Index<br />Table of Contents<br />MARC Linking Service<br />RDA Instruction Linking<br />RDA Toolkit Blog<br />
    98. 98.
    99. 99. Session Agenda<br />U.S. RDA Test Announcement<br />Virtual User Group<br />Recent RDA Toolkit Enhancements<br />Getting Access to RDA Toolkit<br />Questions<br />
    100. 100. Getting Access to RDA Toolkit<br />30-day Free Trial<br />Post-Event Access<br />Double-User offer extended<br />Subscribe or renew online<br />
    101. 101. 30-day Free Trial<br />Solo or Institutional trials<br />Full access to RDA Toolkit to evaluate and try out the software (printing is disabled)<br />Open to anyone who has not already had a free trial. June 2010’s open access and post-event access are not considered a free trial <br />Sign up online at www.rdatoolkit.org/trial<br />
    102. 102. Post-Event Access<br />Provides free 30-day solo-user access to anyone attending an RDA training event<br />RDA training instructors apply for access and give attendees a PDF (supplied to them by ALA Publishing) containing a special offer code and information on activating the offer.<br />www.rdatoolkit.org/posteventaccess<br />
    103. 103. Double-User Offer Extended<br />All new and renewing institutional subscribers (does not apply to solo–user subscriptions) before August 31, 2012 will receive double the requested users at no additional charge.<br />
    104. 104. Subscribe or Renew Online<br />RDA Toolkit e-commerce <br />Subscribe (www.rdatoolkit.org/subscribe)<br />Renew (www.rdatoolkit.org/renew)<br />Calculates Double-User offer discounts<br /><ul><li>Accepts multiple currencies</li></ul>Multiple payment options<br />PO / Invoice, Credit Card, PayPal, e-Check (ACH), International Wire<br />
    105. 105.
    106. 106.
    107. 107. Poll Question #3<br />Has anyone watching the webinar at your location accessed RDA Toolkit through one or more of the following methods? (Check all that apply.)<br />
    108. 108. Session Agenda<br />U.S. RDA Test Announcement<br />Virtual User Group<br />Recent RDA Toolkit Enhancements<br />Getting Access to RDA Toolkit<br />Questions<br />
    109. 109. Questions?<br />With the time left during this live event, we will answer as many questions as possible.<br />
    110. 110. Thank You!<br />After the webinar ends, you will be redirected to a post-webinar survey. We appreciate any feedback you can give us.<br />For more information please visit<br />www.rdatoolkit.org .<br />

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