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RDA from Scratch for CatalogersShana L. McDanoldHead, Metadata Services
Introductions and Acknowledgments Who am I and why am I teaching this? Attendees intro Slide content credits: Adam Sch...
Course outline Day 1 RDA – where did it come from? FRBR – the core concepts Authorities  Authorized Access Points Bi...
Cataloging brief history Early cataloging codes No “one” set for US libraries 1940s: ALA cataloging rules 1961 IFLA’s ...
So why RDA? And why now? AACR2 is based on a card environment, thus it islimited by that 3x5 inch boundary RDA is design...
So why RDA? And why now? RDA Objectives (RDA 0.4.2): Responsiveness to user needs Cost efficiency Flexibility Continu...
So why RDA? And why now? Specific RDA Goals Easy to use and interpret Applicable to an online, networked environment P...
RDA – the birth story 2005: Final update of AACR2 2002 ed. 1997: International Conference on the Principles & FutureDeve...
RDA – testing, testing Goal: assure the operational, technical, andeconomic feasibility of RDA Who: U.S. RDA Test Coordi...
RDA – testing, testing Questions answered by the test and the reports Does RDA meet the stated goals? What is user reac...
RDA – testing, testing CONCLUSION! Finally. Decision published June 13, 2011 Overarching conclusion: “Contingent on th...
FRBR family? Family: FRBR: Functional Requirements for BibliographicRecords FRAD: Functional Requirements for Authority...
FRBR User Tasks Find to locate either a single entity or a set of entities as the result ofa search using an attribute o...
FRBR Structure Group 1 (WEMI): products of intellectual of artisticendeavor Work Expression Manifestation Item Group...
15WorkExpressionManifestationItemis realized throughis embodied inis exemplified byInherent Group 1RelationshipsFRBR Struc...
OriginalWork - SameExpressionSame Work –New ExpressionNew WorkCataloging RulesCut-Off PointDerivativeEquivalent Descriptiv...
FRBR Structure - Relationships17WorkExpressionManifestationItemis owned byis produced byis realized byis created byPersonC...
FRBR exercise What are the identifying elements of the: Work Expression Manifestation Item Relationship(s) Other Gr...
An important distinction FRBR conceptual model RDA/AACR2: content standard ISBD display format/standard MARC/MARC21...
RDA Toolkit Tabs RDA – text of RDA Tools RDA element set RDA mappings (MARC-RDA; MODS-RDA) RDA record examples Work...
RDA Toolkit Updates “When there is a new release for RDA Toolkit, it is madeon the second Tuesday of the month. Releases...
Authorities Based on attributes and relationships identified inFRAD Person Family Corporate body Place Authorized/va...
Authority records - vocabulary changesAACR2 RDAHeading Authorized access pointSee reference Variant access pointSee also r...
Authority records – new MARC fields 046 : associated dates (Work, Expression, Person,Family, Corporate Body) 336 : conte...
Authority records – new MARC fields 380 : form of work (Work) 381 : other distinguishing characteristic of work orexpres...
Key changes for Authorities Authorized access point is based on *usage* orpreferred name Date of birth/death are require...
Key changes for Authorities Families Fictitious persons and real non-human entities cannow be authors Treatment of pseu...
Key changes for Authorities Undifferentiated names – avoid creating Options: Dates Qualifiers Titles/designations Pr...
Key changes for Authorities Uniform titles Language: Polyglot no longer used Separate authorized access points for each...
RDA authority record example(s) Identification: 040 |e rda 008/10 (Rules) = z (other)
Bibliographic records RDA is fundamentally different in its approach todescribing materials/resources/things Focus on co...
Bib records – vocabulary changesAACR2 RDAHeading Authorized access pointAuthor, composer, artist, etc. CreatorMain entry P...
Bib records – new MARC fields 336 – content type 337 – media type 338 – carrier type 344 – sound characteristics 345 ...
Bib records - vocabularies Registered and controlled
Key changes for Bibs Transcription – record what’s there! Source(s) Relationships for authorized access points *Requir...
Key changes for Bibs Spelling out of abbreviations p.  pages ill.  illustrations cm is not an abbreviation, it is a ...
RDA bib record example(s) Identification: 040 |e rda LDR/18 (Desc) = i (ISBD), c (ISBD not included), blank(non-ISBD)
RDA or AACR2?
RDA or AACR2?
RDA or AACR2?
RDA or AACR2?
RDA or AACR2? Hybrid records
Hands on practice! Group record creation Individual record creation
Image created by:Jennifer YoungNorthwestern University
What’s next? BIBFRAME Linked Data and the Semantic Web Tools Bibframe.org RIMMF – RDA in Many Metadata Formats VTLS ...
Wrap-up??
Image created by:Jennifer YoungNorthwestern University
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RDA from Scratch for Catalogers

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This is intended to be a two day workshop on RDA. This workshop will explore RDA with a specific focus on theories, practicalities, authority work and hands on cataloging. The workshop will take the student through understanding the theories behind RDA and then cataloging by RDA standards.

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RDA from Scratch for Catalogers

  1. 1. RDA from Scratch for CatalogersShana L. McDanoldHead, Metadata Services
  2. 2. Introductions and Acknowledgments Who am I and why am I teaching this? Attendees intro Slide content credits: Adam Schiff (University of Washington) Library of Congress Barbara Tillett, Judy Kuhagen, the staff of the Cataloging &Acquisitions Cooperative and Instructional Programs Division Jacquie Samples (Duke U.) Joint Steering Committee for the Development of RDA And many more who have contributed bits and pieces
  3. 3. Course outline Day 1 RDA – where did it come from? FRBR – the core concepts Authorities  Authorized Access Points Bibliographic records Day 2 Bibliographic records (continued) Game: is it RDA or AACR2? Step by step as a group Step by step as individuals What’s next? Relationships! Wrap-up
  4. 4. Cataloging brief history Early cataloging codes No “one” set for US libraries 1940s: ALA cataloging rules 1961 IFLA’s Paris Principles Cutter’s Rules for a Printed Dictionary Catalog 1967: Anglo-American Cataloging Rules (AACR) 2 versions!: North American text and a British text 1969: ISBDs (consolidated in 2007) 1978: Anglo-American Cataloging Rules Revised (AACR2) Revisions: 1988, 1998, 2002 1960s: MARC developed (Henriette Avram) Work completed 1969 US standard by 1971; international standard 1973 Several “flavors” of MARC
  5. 5. So why RDA? And why now? AACR2 is based on a card environment, thus it islimited by that 3x5 inch boundary RDA is designed for the web and onlinecommunication, making use of how intertwined theweb is to share information From RDA 0.0 Purpose and Scope: “RDA provides a set of guidelines and instructions onformulating data to support resource discovery.” “RDA provides a comprehensive set of guidelines andinstructions covering all types of content and media.”
  6. 6. So why RDA? And why now? RDA Objectives (RDA 0.4.2): Responsiveness to user needs Cost efficiency Flexibility Continuity RDA Principles (RDA 0.4.3) Differentiation Sufficiency Relationships Representation Accuracy Attribution Common usage or practice Uniformity
  7. 7. So why RDA? And why now? Specific RDA Goals Easy to use and interpret Applicable to an online, networked environment Provide effective bibliographic control for all types ofmedia Encourage use beyond library community Compatible with other similar standards Have a logical structure based on internationallyagreed-upon principles Separate content and carrier data, and separatecontent from display Examples – numerous and appropriate
  8. 8. RDA – the birth story 2005: Final update of AACR2 2002 ed. 1997: International Conference on the Principles & FutureDevelopment of AACR 2002: AACR3 development begins 2003-2007: meetings of the International Cataloguing Principles(ICP) 2005: AACR3 renamed RDA: Resource Description and Access 2006, 2007: drafts of RDA chapters and appendices 2008: first full draft of RDA 2009: delivered to the publishers 2010: first published in the RDA Toolkit 2010/2011: testing, testing 2012: re-writing by an editor, other tasks designated by U.S. TestCoordinating Committee March 31, 2013: RDA implementation!
  9. 9. RDA – testing, testing Goal: assure the operational, technical, andeconomic feasibility of RDA Who: U.S. RDA Test Coordinating Committee Test participants: Library of Congress, NationalAgricultural Library, National Library of Medicine, 23partner institutions Timeline: June-Sept. 2010: training Oct.-Dec. 2010: record creation Jan.-Mar. 2011: analyze results Apr.-June 2011: report and decision
  10. 10. RDA – testing, testing Questions answered by the test and the reports Does RDA meet the stated goals? What is user reaction to the records? What is the economic impact? How was the data being assessed and collected? Review and analysis of records Surveys Statistics on time Record use and impact in shared environment (OCLC,SkyRiver) to ensure RDA/AACR2 compatibility
  11. 11. RDA – testing, testing CONCLUSION! Finally. Decision published June 13, 2011 Overarching conclusion: “Contingent on the satisfactory progress/completion of thetasks and action items below, the CoordinatingCommittee recommends that RDA should beimplemented by LC,NAL, and NLM no sooner thanJanuary 2013. The three national libraries should commitresources to ensure progress is made on these activitiesthat will require significant effort from many in and beyondthe library community.”
  12. 12. FRBR family? Family: FRBR: Functional Requirements for BibliographicRecords FRAD: Functional Requirements for Authority Data FRSAD: Functional Requirements for Subject AuthorityData Conceptual model used as the foundation for RDA FRBR: WEMI attributes/elements (resource) FRAD/FRSAD: entitles (persons, corporate bodies) andsubjects (concepts) associated with the resource Focus: user tasks and relationships
  13. 13. FRBR User Tasks Find to locate either a single entity or a set of entities as the result ofa search using an attribute or relationship of the entity Identify to confirm that the entity described corresponds to the entitysought, or to distinguish between two or more entities withsimilar characteristics Select to choose an entity that meets the users requirements withrespect to content, physical format, etc., or to reject an entity asbeing inappropriate to the users needs Obtain to acquire an entity through purchase, loan, etc., or toaccess an entity electronically through an online connection
  14. 14. FRBR Structure Group 1 (WEMI): products of intellectual of artisticendeavor Work Expression Manifestation Item Group 2: entitles responsible for Group 1production/creation Person Corporate Body Family Group 3: subjects for works (Group1) Concept Object Event Place
  15. 15. 15WorkExpressionManifestationItemis realized throughis embodied inis exemplified byInherent Group 1RelationshipsFRBR Structure – Group 1
  16. 16. OriginalWork - SameExpressionSame Work –New ExpressionNew WorkCataloging RulesCut-Off PointDerivativeEquivalent DescriptiveFacsimileReprintExactReproductionCopyMicroformReproductionVariationsor VersionsTranslationSimultaneous“Publication”EditionRevisionSlightModificationExpurgatedEditionIllustratedEditionAbridgedEditionArrangementSummaryAbstractDigestChange of GenreAdaptationDramatizationNovelizationScreenplayLibrettoFreeTranslationSame Style orThematic ContentParodyImitationReviewCriticismAnnotatedEditionCasebookEvaluationCommentaryFamily of Works
  17. 17. FRBR Structure - Relationships17WorkExpressionManifestationItemis owned byis produced byis realized byis created byPersonCorporate BodyFamilyRelationshipsBetween Groups 1 and 2
  18. 18. FRBR exercise What are the identifying elements of the: Work Expression Manifestation Item Relationship(s) Other Group 1 entities? Group 2 (person, family, corporate body)?
  19. 19. An important distinction FRBR conceptual model RDA/AACR2: content standard ISBD display format/standard MARC/MARC21 communication format other communication formats: ONIX, Dublin Core
  20. 20. RDA Toolkit Tabs RDA – text of RDA Tools RDA element set RDA mappings (MARC-RDA; MODS-RDA) RDA record examples Workflows – can be global (public) or local Maps – Metadata Application Profiles Entity Relationship Diagrams (FRBR, FRAD, etc.) Schemas – element sets Resources AACR2 LC-PCC PS (policy statements) Other (various links)
  21. 21. RDA Toolkit Updates “When there is a new release for RDA Toolkit, it is madeon the second Tuesday of the month. Releases typicallycontain updates to content and metadata, enhancementsto RDA Toolkit functionality, and fixes to existing bugs.”(RDA Toolkit blog) May 14, 2013 Next: July 9, 2013 Training RDA Toolkit Essentials - FREE
  22. 22. Authorities Based on attributes and relationships identified inFRAD Person Family Corporate body Place Authorized/variant access points and elements willfor now continue to be documented in authorityrecords
  23. 23. Authority records - vocabulary changesAACR2 RDAHeading Authorized access pointSee reference Variant access pointSee also reference Authorized access point for relatedentity
  24. 24. Authority records – new MARC fields 046 : associated dates (Work, Expression, Person,Family, Corporate Body) 336 : content type (Work, Expression, Person, Family,Corporate Body) 370 : associated place (Work, Expression, Person,Family, Corporate Body) 371 : address (Person, Family, Corporate Body) 372 : field of activity (Person, Family, Corporate Body) 373 : affiliation (Person, Family, Corporate Body) 374 : occupation (Person, Family, Corporate Body) 375 : gender (Person) 376 : family information (Family) 377 : associated language (Person, Family, CorporateBody entities)
  25. 25. Authority records – new MARC fields 380 : form of work (Work) 381 : other distinguishing characteristic of work orexpression (Work, Expression) 368 : additional corporate body attributes 378 : fuller form of personal name 382 : medium of performance (Work) 383 : numeric designation of a musical work (Work) 384 : key (Work)
  26. 26. Key changes for Authorities Authorized access point is based on *usage* orpreferred name Date of birth/death are required (if known) Spell out born, died, approximately, use – (hyphen) foropen dates Include titles or terms associated with surnames Such as Junior (Jr.), Senior, etc. Separate guidelines for royalty, nobility, religious persons
  27. 27. Key changes for Authorities Families Fictitious persons and real non-human entities cannow be authors Treatment of pseudonyms – separate identities If pseudonym is preferred and real name is not used,establish under pseudonym; otherwise establish eachidentity separately
  28. 28. Key changes for Authorities Undifferentiated names – avoid creating Options: Dates Qualifiers Titles/designations Profession/field of activity And more! Conferences, Congresses, other events with dates Include frequency in the name Include number, date, and location
  29. 29. Key changes for Authorities Uniform titles Language: Polyglot no longer used Separate authorized access points for each language oftranslation Works always present Selections.  Works. Selections. Bible: removal of O.T. and N.T. Bible. O.T. Genesis  Bible. Genesis. AND Bible. OldTestament. (for the whole) Koran  Qur’an
  30. 30. RDA authority record example(s) Identification: 040 |e rda 008/10 (Rules) = z (other)
  31. 31. Bibliographic records RDA is fundamentally different in its approach todescribing materials/resources/things Focus on content *first* and carrier/format second RDA cultivates relationships “Guidelines and instructions” rather than rules Cataloger’s judgment MARC record contains a mix of Group 1 WEMIattributes as well as Group 2 and Group 3 entities.
  32. 32. Bib records – vocabulary changesAACR2 RDAHeading Authorized access pointAuthor, composer, artist, etc. CreatorMain entry Preferred title, and, if appropriate, authorizedaccess point for the creatorUniform title Two RDA counterparts:1. Preferred title + differentiating information2. Conventional collective title like “works”Physical description Carrier descriptionGeneral material designator(GMD)Three elements:1. Content type2. Media type3. Carrier typeChief source Preferred source(s)
  33. 33. Bib records – new MARC fields 336 – content type 337 – media type 338 – carrier type 344 – sound characteristics 345 – projection characteristics of moving image 346 – video characteristics 347 – digital file characteristics 264 – production, publication, distribution,manufacture, and copyright notice New subfields for relationships New subfields to parse 502 Dissertation information
  34. 34. Bib records - vocabularies Registered and controlled
  35. 35. Key changes for Bibs Transcription – record what’s there! Source(s) Relationships for authorized access points *Required* for the creator Rule of three – gone! Be liberal in recording alternate titles Related works are no longer in a general note field,but rather traced so they can be linked GMD replaced by 336 (content type), 337 (mediatype), 338 (carrier type)
  36. 36. Key changes for Bibs Spelling out of abbreviations p.  pages ill.  illustrations cm is not an abbreviation, it is a symbol, like © Latin terms no longer used [S.l. : s.n.]  [Place of publication not identified] :[publisher not identified] [et al.]  [and # others] [sic]  245 has title as appears on piece; 246 containscorrected form of title Adjacent bracketed elements are bracketedseparately
  37. 37. RDA bib record example(s) Identification: 040 |e rda LDR/18 (Desc) = i (ISBD), c (ISBD not included), blank(non-ISBD)
  38. 38. RDA or AACR2?
  39. 39. RDA or AACR2?
  40. 40. RDA or AACR2?
  41. 41. RDA or AACR2?
  42. 42. RDA or AACR2? Hybrid records
  43. 43. Hands on practice! Group record creation Individual record creation
  44. 44. Image created by:Jennifer YoungNorthwestern University
  45. 45. What’s next? BIBFRAME Linked Data and the Semantic Web Tools Bibframe.org RIMMF – RDA in Many Metadata Formats VTLS Sandbox (subscription) – “FRBRize” records Linkeddata.org
  46. 46. Wrap-up??
  47. 47. Image created by:Jennifer YoungNorthwestern University

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