Teaching RDA After 3R

1. RDA: Community and TKTKKTKT
Teaching RDA
After 3R
August 19, 20191
Brian Dobreski
Teaching RDA After 3R

2. RDA: Community and TKTKKTKT August 19, 20192
Audience
• Those responsible for teaching cataloging
• Classroom settings
• Workplace settings
• Those interested in teaching/learning RDA
after 3R
Teaching RDA After 3R

3. RDA: Community and TKTKKTKT August 19, 20193
Objectives
• To help teachers prepare new approaches
and materials for teaching RDA after 3R
• To better understand and explain how the
RDA Toolkit Beta site can be used in both
reference and practice
Teaching RDA After 3R

4. RDA: Community and TKTKKTKT
overview
August 19, 20194 Teaching RDA After 3R
1. What is post-3R RDA?
2. What should teachers know?
3. What should students know?
4. Recommendations
Q&A, suggestions

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What is post-3R RDA?
PART 1
Teaching RDA After 3R

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RDA and 3R
• RDA Toolkit Restructure and Redesign (3R)
Project (2017- )
• Changes in both content and presentation
• Many current reference and teaching
materials may become outdated or
confusing
Teaching RDA After 3R

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Why did this happen?
• The changing data environment
• Improve user experiences, cataloging work
• Content changes are driven by conceptual
changes in bibliographic theory (LRM)
• Presentation changes are driven by move
toward database structure,
• Linked data compatibility
Teaching RDA After 3R

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What will happen when?
• Current RDA Toolkit site is available, but static
• RDA Toolkit Beta site is now available
• RSC has NOT authorized the Beta site for use in
cataloging work yet
• In near future, RSC will announce the Beta site as
being the officially recognized text
• Application profiles and best practices coming
soon
• Previous version of the Toolkit will then remain
available for 1 year
Teaching RDA After 3R

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What to know first…
Teaching RDA After 3R
LRM: Library Reference Model

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Learning about LRM
• IFLA’s official site with text and supporting
documents:
https://www.ifla.org/publications/node/11412
• Žumer’s article in the Encyclopedia of Knowledge
Organization:
https://www.isko.org/cyclo/lrm.htm
Teaching RDA After 3R

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What else to know first…
• Principles of description
• IFLA’s Statement of International Cataloguing
Principles (ICP) 2016
• Svenonius’s The Intellectual Foundation of
Information Organization
Teaching RDA After 3R

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What else to know first…
• User tasks
• RDA now adopts LRM’s FISOE
• Find
• Identify
• Select
• Obtain
• Explore
• See LRM chapter 3
Teaching RDA After 3R

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What else to know first…
• Background on linked data
• Linked Data: Evolving the Web into a
Global Data Space
• Transforming Library Metadata into Linked
Library Data (ALA)
• RDA, Linked Data, & the 3R Project (RSC)
Teaching RDA After 3R

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Other resources
• More about RDA and 3R
• RDA Toolkit’s blog site:
https://www.rdatoolkit.org/
• The RDA Steering Committee (RSC) site:
http://rda-rsc.org/
• Places for discussion
• RDA-L:
http://lists.ala.org/sympa/info/rda-l
• EDUCAT
https://listserv.loc.gov/cgi-bin/wa?A0=EDUCAT
Teaching RDA After 3R

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What should teachers know?
PART 2
Teaching RDA After 3R

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New concepts, new terms
• LRM entities
• Agent, Nomen
• Records  Metadata description sets
• Relationship designators  Relationship
elements
• Vocabulary encoding schemes (VES)
• Recording methods, transcription
• Provenance
• Application profiles
Teaching RDA After 3R

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Navigational changes
Teaching RDA After 3R

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Navigational changes
Teaching RDA After 3R

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Navigating via search
Teaching RDA After 3R

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Example: How do I record
a title proper?
1. Drill down/browse
• Entities  Manifestation  Elements  title proper
2. Search
• All search  Limit results to “elements”  title proper
3. Search
• Exact title search  title proper
4. Search
• All search  2.3.2  title proper
5. Bookmarks
• Bookmarks and Notes  title proper
Teaching RDA After 3R

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Citations and Links
Teaching RDA After 3R

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Bookmarks and Notes
Teaching RDA After 3R

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Documents
Teaching RDA After 3R

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A note on current realities…
• Application profiles, best practices still in
development
• Many examples are still being added
• Software and/or templates…
• Some things in post-3R RDA are just not
possible in MARC environment
• Some things are possible, but are curtailed
or combined (e.g., Nomens)
Teaching RDA After 3R

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For more on new concepts,
navigation and functions
• Getting a Handle on the New RDA Toolkit:
https://youtu.be/wcTLzuIKVKw
• RDA Beta Site Demo:
https://youtu.be/2QQh9GigEc0
• RDA Toolkit Beta Site Help pages
Teaching RDA After 3R

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What should students know?
PART 3
Teaching RDA After 3R

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Assessing student needs
• Classroom students
• Less practical experience, need principles,
basic rules
• Workplace students
• More experienced, autonomous, have
more specific objectives
Teaching RDA After 3R

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Providing background
• LRM
• RDA’s purpose
• Guidance pages: Introduction to RDA,
Resource description, User tasks
• Make a Document!
• RDA’s history
• Supplement current readings with 3R news
Teaching RDA After 3R

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Providing a framework
• Entities
• Elements
• Descriptive: no range
• Associative: range is an Entity
• Vocabulary Encoding Schemes (VES)
• Supports: Guidance, Resources, Policies
• Externals: APs, templates, local policy
Teaching RDA After 3R

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Understanding Entities
Teaching RDA After 3R

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Describing Entities
• Metadata description sets (records)
• Composed of:
• Descriptive/attribute elements
• Associative/relationship elements
• As before, most current implementation
scenarios combine several LRM entities
together into 1 bibliographic record
Teaching RDA After 3R

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Understanding Elements
Teaching RDA After 3R

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The RDA Registry
Teaching RDA After 3R
Classes equate to Entities
Properties equate to Elements
Values equate to VES

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Understanding VES
Teaching RDA After 3R

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Cataloging exercises with
post-3R RDA
• Describing LRM entities
• RIMMF4
http://www.marcofquality.com/wiki/rimmf4/doku.php
• Creating traditional bibliographic and
authority records
• For either option, you’ll likely be able to adjust
currently existing materials
Teaching RDA After 3R

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Which elements do I need?
• With flexibility comes less prescription: RDA
has little to say on the matter now
• Ultimately, the answer will come from
application profiles
• For now, still relying on previous guidance
(e.g., LC-PCC, BIBCO Standard record)
Teaching RDA After 3R
Example of AP format, from Dunsire’s “Customizing RDA for Local Applications”

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Templates: a post-3R
makeover
Teaching RDA After 3R

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How much should students
interact with RDA anyway?
• Introductory class
• Advanced class
• Workplace
Teaching RDA After 3R

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Recommendations
PART 4
Teaching RDA After 3R

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Overall recommendations
• Teachers
• Classroom students
• Fall 2019
• Spring 2020 and beyond
• Workplace students
Teaching RDA After 3R

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Academic students:
intro level
• Sample 3 week unit
• First week: Foundations and future of
bibliographic description, LRM
• Second week: Describing bibliographic
entities with RDA
• Third week: Describing other entities
(Persons, Places, etc.) with RDA
Teaching RDA After 3R

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Academic students:
advanced level
Teaching RDA After 3R
• Sample 5 week unit
• First week: Foundations of bibliographic description, LRM
• Second week: Describing bibliographic entities with RDA:
print monographs
• Third week: Access points, more on LRM relationships
• Fourth week: Describing bibliographic entities with RDA:
media
• Fifth week: Describing bibliographic entities with RDA
(Agents)

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Practitioners & workplace
learners
• Individual training
• Group training
• Self training!
Teaching RDA After 3R

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Access to sample template
• https://drive.google.com/file/d/1k9QdzwOZfbzxnX_8Sn
8QLnhX70njfwfb/view?usp=sharing
Teaching RDA After 3R

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Suggestions, comments, questions?
Q&A
Teaching RDA After 3R
Brian Dobreski
bdobresk@utk.edu