Application Profiles in RDA - Jenny Wright

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“The RDA Day is programmed by the UK Committee on RDA. Using activities and games throughout informative presentations, the RDA Day will inform and engage metadata practitioners and managers on a content standard which integrates well with the metadata needs of the 21st century” Paper presented on the UKCoR RDA Day during the Metadata & Discovery Group Conference (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

Technology

APPLICATION PROFILES – WDINTK?
WHO IS IT FOR?
WHAT
MATERIALS?
MANDATORY?
OPTIONAL?
INSTRUCTIONS

APPLICATION PROFILES – HOW TO
START?
CONTEXT STRUCTURE STYLE

MARC
Element
RDA attribute Domain
Recording
method
VES
008/35-37
language of
expression
Expression Identifier
MARC
language
codes
100$a
authorized
access point
for person
Person
Structured
description
NACO
245 $c
statement of
responsibility
Manifestation
Unstructured
description
Not
applicable
710 $1
identifier for
corporate
body
Corporate
body
IRI ISNI

RDA Implementation scenarios
RDA Toolkit supports four different scenarios for processing
metadata:
A: Linked open data
B: Relational or object-oriented data
C: Bibliographic/authority data
D: Flat file data
The main difference is how the metadata is structured and
processed in an application:
How descriptions of different things are linked in a catalogue
How descriptions are manipulated to meet user functions

Title
Title…
Title of Work
Title of Expression
Title of Manifestation

What metadata do we need for our use
case?
o so which RDA elements do we need?
o what recording methods suit our
scenario?
o which options will we apply?

Resource Description and Access (RDA), the cataloging standard developed to replace AACR2, will be released in June 2010, and a period of testing and evaluation of the new rules will begin. Join Emily Nimsakont, the NLC’s Cataloging Librarian, to learn the basics of RDA. Topics of discussion will include the goals and basic concepts of RDA, ways in which the new rules will differ from the current rules, and changes to MARC format related to RDA.

Cataloging with RDA: An OverviewEmily Nimsakont

“The RDA Day is programmed by the UK Committee on RDA. Using activities and games throughout informative presentations, the RDA Day will inform and engage metadata practitioners and managers on a content standard which integrates well with the metadata needs of the 21st century” Presented on the UKCoR RDA Day during the Metadata & Discovery Group Conference (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

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With hybrid working and a new LMS, we are revamping our in-house cataloguing training. We are learning from our teaching librarians and using the tools we have, such as Moodle, to create cataloguing training that allows anyone with an interest to learn the basics and making the best use of face-to-face time for putting those skills into practice. Over the past eight years we’ve adapted and updated our in-house training, and I’ll also talk about how we decide what to teach colleagues, and how we try to make the best use of staff time to keep skills up when cataloguing is one of many competing priorities and shared across several teams. Between staff turnover and COVID lockdowns and service changes, we are starting almost from scratch in building a pool of staff who can catalogue the material our suppliers can’t provide records for, which is an excellent time to take stock of what our cataloguing needs are, and advocate for the importance of creating and upgrading good quality records and why we need to build these skills in-house. Poster presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

Poster: FAST : can it lighten the load, and what is the impact? / Jenny Wrigh...

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This poster presents the Faceted Application of Subject Terminology, giving an overview of the scheme, its advantages and potential issues, and its practical implementation. It will demonstrate that FAST is an important development for those interested in Linked Data, and the ways in which it is a useful tool for discovery in any system. Poster presented at the CILIP Metadata and Discovery Group (MDG) Conference & UKCoR RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham).

Poster: The West Midlands Evidence Repository (WMER) : a regional collaborati...

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The West Midlands Evidence Repository (WMER) was born from a pre-pandemic recognition by managers of Knowledge and Library Services (KLSs) of 8 NHS Trusts in the West Midlands region of the need for a repository. This was to replace existing provision, or recognition of national priorities or local needs to record, collect, and share research, as well as potential for sharing patient information leaflets or guidelines. Some managers and services had previous experience of repositories, as well as being part of a national pilot. WMER, however, represented a new start for all to work in collaboration to establish a new service. The consortium would enable sharing of both costs and experience. Initially, different repository suppliers were investigated by the KLS that had had a long-established repository, taking on board the experience of the group from the national pilot. The Atmire Open Repository platform was chosen as it met the consortium’s needs and had a proven track record of other collaborative repositories in the NHS. Financing was taken on by one Trust and the on-boarding was led in partnership between that Trust and the Trust that had undertaken the initial investigation. With the initial on-boarding completed and the test server set-up, the group took a step back to ensure they worked together as a collaborative going forward. Collaborative work between the KLSs was facilitated by the formal creation of two groups, a Managers Group for overall approval and financial decision making and an Operational Group handling the setup and administration of the repository for the consortium. The Operational Group is led by the service with most experience of managing repositories and the lead of it acts as liaison between the two groups, with each group having representation from the eight organisations. Learning from other regional collaborations the Future NHS site was used as a collaborative workspace and Teams as the main means of communication. The setup of the repository was completed on time after three months. There was initially a steep learning curve for all, especially the Operational Group who undertook this process. The group identified key metadata and metadata standards for the repository, including the use of ORCIDs and the use of Wessex Classification as a controlled vocabulary. The setup process was facilitated by the collaborative nature of the project as the variety of experience in the group was a great benefit. It should be noted support from the suppliers was specifically related to technical support only. The collaborative nature of the project also allowed work to be shared, and tasks were given to members to be undertaken independently. However, a downside of collaborative projects is that decisions can take longer to be inclusive... Poster presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

Poster: Updating the Wessex Classification Scheme for UK health libraries : a...

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The Wessex Classification Scheme was created by healthcare librarians in the South West of England, and was loosely based on the US National Library of Medicine classification. The scheme is widely used in healthcare libraries across the UK, both inside and outside the NHS. Although the scheme has gone through several revisions, there has been no major update since 2015, so the Wessex Classification Scheme Oversight Group was formed in September 2022 with the support of NHS England. The group aims to bring knowledge and skills from UK health library networks to improve the scheme and offers a chance for participants to develop skills in working with classification and subject indexing, and the opportunity to network widely. By forming a working group, it ensures the longevity of the scheme and shares the maintenance work more widely. Initially, members were asked which parts of the scheme they felt needed updating the most and sub-groups were formed for LGBTQ+ issues and gender identity (the Pride sub-group), Ethnicity and Race, and Learning Disability and Neurodiversity (the LDN sub-group) as well as a smaller team working on ‘quick and simple’ updates.... Poster presented at the CILIP Metadata and Discovery Group (MDG) Conference & UKCoR RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham).

Revamping in-house cataloguing training / Victoria Parkinson (King's College ...

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With hybrid working and a new LMS, we are revamping our in-house cataloguing training. We are learning from our teaching librarians and using the tools we have, such as Moodle, to create cataloguing training that allows anyone with an interest to learn the basics and making the best use of face-to-face time for putting those skills into practice. Over the past eight years we’ve adapted and updated our in-house training, and I’ll also talk about how we decide what to teach colleagues, and how we try to make the best use of staff time to keep skills up when cataloguing is one of many competing priorities and shared across several teams. Between staff turnover and COVID lockdowns and service changes, we are starting almost from scratch in building a pool of staff who can catalogue the material our suppliers can’t provide records for, which is an excellent time to take stock of what our cataloguing needs are, and advocate for the importance of creating and upgrading good quality records and why we need to build these skills in-house. Lightning Talk presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

UK NACO funnel : progress, obstacles, and solutions / Martin Kelleher (Univer...

CILIP MDG

This Lightning Talk will provide a quick update on latest progress with the now established UK NACO Funnel, which allows participating institutions to contribute to Library of Congress / PCC authority control. The presentation will include a summary of the purpose of the funnel, details of latest expansion, problems and solutions with data submission software, and further plans and collaborations. Lightning Talk presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

Ship[w]right[e]s? : the challenges of cataloguing reports from scientific exp...

CILIP MDG

Reports from scientific expeditions represent an important class of bibliographic object held by libraries of natural history institutions. They are, as is increasingly being understood, important as both scientific records providing crucial context for specimen collections, but also as historical documents of the history of empire and colonialisation. At the Natural History Museum, London (NHM) we hold reports and other documentation relating to many of the most significant expeditions from the eighteenth to the twentieth century. In this short paper I would like to draw out some of the issues faced when cataloguing these works from three angles: descriptive cataloguing, subject cataloguing, and authority control. I will consider questions of dependent and independent titles, ships as corporate bodies and other entity relationships, form/genre headings, geographic headings and LCSH. Lightning Talk presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

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CILIP MDG

“From 1st January 2024, Adlib will no longer be supported or maintained by Axiell.” This statement acted as the catalyst for action, enabling the release of resources to implement significant changes to the BFI Reuben Library’s record structure, which in turn prompted a deeper look into our current cataloguing practices and future requirements. Upgrading to Axiell Collections will allow the library to implement new RDA more fully – we had previously adopted some aspects but not all – and, importantly, it will allow us to better align our data structure with that of the organisation’s other collections, making it easier to manage and making it compatible with further planned system developments. By the time of the conference in September we will be cataloguing to an under the bonnet Work – Expression – Manifestation – Item (WEMI) record hierarchy and new cataloguing guidelines. Having watched all the webinars available, having read every piece of documentation which seemed relevant, having spent hours reading and re-reading the contents of the RDA Toolkit we are currently working on the last stages of our application profile whilst still debating issues around putting the theory into practice, especially in the area of aggregates and diachronic works. I do not suggest I have all the answers, far from it, but by sharing the story of our journey, that of a medium sized non-academic library of specialist mostly print collections and illustrating it with practical examples I hope my presentation will be of use to others currently travelling a similar path. Paper presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

RDA implementation at the British Library / Thurstan Young (British Library)

CILIP MDG

On 23rd May 2023, the RDA Board announced that the original RDA Toolkit will be removed in May 2027. All RDA users will need to be prepared for transition to the official RDA Toolkit before then. As previously announced, a Countdown Clock will start running in May 2026, a year before the sunset date. This paper will provide an update on the British Library’s plans for implementation of the new RDA Toolkit, following completion of the RDA Toolkit Restructure and Redesign (3R) project. It will provide an overview of the timeline and scope for implementation as well as describing the training and documentation underpinning the implementation and the support available to other institutions for their implementation. Paper presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

Community forward : developing descriptive cataloguing of rare materials (RDA...

CILIP MDG

Since 2013, Resource Description and Access (RDA) has been the chief cataloguing standard used in the United States. In 2019, the RDA Steering Committee previewed a new version of the RDA Toolkit, which introduced substantial changes, such as replacing instructions with a series of options, adding new concepts such as “nomens” and “diachronic works,” and replacing the prior organisation with a broader intellectual framework. This revised Toolkit became the official RDA Toolkit in December 2020, with major cataloguing bodies planning to adopt it in the coming years. Some cataloguers have expressed concerns regarding the official RDA Toolkit, particularly around cost and training required to learn the new standard. In response to these concerns, the RBMS RDA Editorial Group, a group of volunteers from the Association of College and Research Libraries’ Rare Books and Manuscripts Section, developed a new manual, Descriptive Cataloging of Rare Materials (RDA Edition). DCRMR is informed by core principles of community and sustainability while employing open-access publication models and infrastructure. Designed in response to community feedback, it presents instructions in cataloguing workflow order using clear language while remaining aligned to the official RDA Toolkit and RDA element sets. The manual was approved in February 2022 in its first iteration and continues to be actively developed and updated. This presentation will discuss why the editorial group created an open and free manual; the process and tools for creating the manual, including the use of GitHub to publish a cataloguing standard; and outcomes to date. Paper presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

The West Midlands Evidence Repository (WMER) : a regional collaboration proje...

CILIP MDG

The West Midlands Evidence Repository (WMER) was born from a pre-pandemic recognition by managers of Knowledge and Library Services (KLSs) of 8 NHS Trusts in the West Midlands region of the need for a repository. This was to replace existing provision, or recognition of national priorities or local needs to record, collect, and share research, as well as potential for sharing patient information leaflets or guidelines. Some managers and services had previous experience of repositories, as well as being part of a national pilot. WMER, however, represented a new start for all to work in collaboration to establish a new service. The consortium would enable sharing of both costs and experience. Initially, different repository suppliers were investigated by the KLS that had had a long-established repository, taking on board the experience of the group from the national pilot. The Atmire Open Repository platform was chosen as it met the consortium’s needs and had a proven track record of other collaborative repositories in the NHS. Financing was taken on by one Trust and the on-boarding was led in partnership between that Trust and the Trust that had undertaken the initial investigation. With the initial on-boarding completed and the test server set-up, the group took a step back to ensure they worked together as a collaborative going forward. Collaborative work between the KLSs was facilitated by the formal creation of two groups, a Managers Group for overall approval and financial decision making and an Operational Group handling the setup and administration of the repository for the consortium. The Operational Group is led by the service with most experience of managing repositories and the lead of it acts as liaison between the two groups, with each group having representation from the eight organisations. Learning from other regional collaborations the Future NHS site was used as a collaborative workspace and Teams as the main means of communication. The setup of the repository was completed on time after three months. There was initially a steep learning curve for all, especially the Operational Group who undertook this process. The group identified key metadata and metadata standards for the repository, including the use of ORCIDs and the use of Wessex Classification as a controlled vocabulary. The setup process was facilitated by the collaborative nature of the project as the variety of experience in the group was a great benefit. It should be noted support from the suppliers was specifically related to technical support only. The collaborative nature of the project also allowed work to be shared, and tasks were given to members to be undertaken independently. However, a downside of collaborative projects is that decisions can take longer to be inclusive... Paper presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

Authority of assertion in repository contributions to the PID graph / George ...

CILIP MDG

The principles surrounding Linked Open Data and their implementation within digital libraries are well understood. Such implementations may be challenging, but successes are now well documented and continue to demonstrate the benefits of disseminating and enriching existing metadata with improved semantics and relational associations. Often facilitated in machine-readability enhancements to metadata by harnessing serializations of the Resource Description Framework (RDF) and its reliance of URIs, these LOD approaches have ensured digital libraries, and similar GLAMR initiatives elsewhere, contribute to the growing knowledge graphs associated with the wider semantic web by declaring statements of fact about web entities. Within open scholarly ecosystems a growing use of persistent identifiers (PIDs) to define and link scholarly entities has emerged, e.g., DOIs, ORCIDs, etc. The requirement for greater URI persistence has been motivated by several developments within the scholarly space; suffice to state that, when combined with appropriate structured data, PIDs can support improvements to resource discovery, as well as facilitate contributions to the ‘PID graph’ – a scholarly data graph describing and declaring associative relations between scholarly entities. While the increased adoption of PIDs has the potential to transform scholarship, ensuring that these PIDs are used appropriately, encoded correctly within metadata, and that all relevant relational associations between scholarly entities are declared presents challenges. This is especially true within open scholarly repositories, from where many contributions to the PID graph will be made but – unlike many LOD contexts – from where the authority to assert specific relations may not always exist. Such declarations need to demonstrate reliability and provenance and are central to the interlinking of heterogeneous textual objects, datasets, software, research instruments, equipment, and the related PIDs these items may generate, such as for people, organizations, or other abstract entities. This paper will explore the issues that arise when levels of authority to assert are lacking or are uncertain, and review results from a related study exploring the ‘PID literacy’ of scholars... Paper presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

ISNI : a persistent identifier for creatives and associated organizations / T...

CILIP MDG

Recent interest in persistent identifiers (PIDs) within the research and library sectors is bringing discussions about the adoption of standards – such as ISNI and DOI, and other ID schemes such as ORCID, Ringgold, ROR, CrossRef, etc. – to the fore, casting a spotlight on the PIDs already in use and their relationships to one another. In its capacity as a bridging identifier and a critical component in Linked Data applications, clearly ISNI has a major part to play in these discussions. With a view to explaining the benefits of ISNIs for researchers, academic and scholarly publishers, institutions, funders, and other stakeholders – including information about ISNI’s centrally-managed database and the curation functions carried out by its direct data contributors – ISNI-IA continues to promulgate the ISNI standard within the research and library sectors, showing not only the importance of using ISNIs, but also the strength and quality of data that can be achieved when research identifiers operate collaboratively. This presentation will be an opportunity for those in the library and research community to learn about progress with the ISNI standard to date, within the library, research, and publishing sectors and beyond! Attendees will learn about: • What the ISNI standard is. • How the ISNI standard interacts with other identifiers. • The benefits of ISNIs for the research sector. • The level of adoption across the sectors that ISNI represents (including the library, music, publishing, research, and entertainment sectors). • Upcoming ISNI projects (including the National Library of Finland’s ongoing project in collaboration with 5 prominent Copyright Management Organizations). Paper presented at the Metadata & Discovery Group Conference & RDA Day (6th - 8th Sept 2023 at IET Austin Court, Birmingham)

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