Cataloging with RDA - Western New York Library Resources Council
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Transcript of Cataloging with RDA - Western New York Library Resources Council
Cataloging with RDA: An Overview
Emily Dust NimsakontWNYLRC Lunchtime Learning
October 22, 2010
Overview
• What is RDA?• Basics of FRBR and FRAD• Differences from AACR2• Changes to MARC format• Publication and pricing information• Timeline for testing• How can you prepare for RDA?• Resources
RDA is…
• New cataloging code to replace AACR2• A content standard• Designed to be used online
RDA is not…
• A display standard
• An encoding standard
Who is responsible for the development of RDA?
Joint Steering Committee for Development of RDA (JSC)consists of representatives from:• American Library Association• Australian Committee on Cataloguing• British Library• Canadian Committee on Cataloguing• Chartered Institute of Library and Information
Professionals• Library of Congress
http://rda-jsc.org/rdafaq.html
Why a new cataloging code?
• RDA is:– Designed for describing all types of resources– Designed to be more flexible in an international
setting– Designed to make it easier for library data to
interact with other bibliographic data
Basics of FRBR
Functional Requirements for Bibliographic Records
• Conceptual model developed by the International Federation of Library Associations and Institutions (IFLA)
• Entity-relationship model• Based on user tasks
Basics of FRBR
User Tasks
• Find• Identify• Select• Obtain
Basics of FRBR
Entities
• Group 1– Entities that are products of intellectual or artistic endeavor– Work, Expression, Manifestation, Item
• Group 2– Entities responsible for intellectual or artistic endeavor– Person, Corporate Body, Family
• Group 3– Entities that are subjects of intellectual or artistic endeavor– Concept, Object, Event, Place
Basics of FRBR
Relationships
FRBR is based on relationships between entities, both those in different groups and those in the same groups
11
Work
Expression
Manifestation
Item
is realized through
is embodied in
is exemplified by
recursive
one
many
Group 1
Image credit: Barbara Tillett, Library of Congress
Basics of FRBR
Basics of FRAD
Functional Requirements for AuthorityData
• Conceptual model developed by the International Federation of Library Associations and Institutions (IFLA)
• Entity-relationship model• Based on user tasks
Basics of FRAD
User Tasks
• Find• Identify• Contextualize• Justify
Differences from AACR2
• Structure– AACR2 is organized by classes of materials– RDA has overarching principles that are applicable
to all materials
Differences from AACR2
• Structure– AACR2• Part I – Description• Part II – Headings, Uniform Titles, and References
– RDA• Recording attributes• Recording relationships
Differences from AACR2
• RDA Structure – Recording Attributes– Section 1 – Recording Attributes of Manifestation
and Item– Section 2 – Recording Attributes of Work and
Expression– Section 3 – Recording Attributes of Person, Family,
and Corporate Body– Section 4 – Recording Attributes of Concept,
Object, Event, and Place
Differences from AACR2
• RDA Structure – Recording Relationships– Section 5 – Recording Primary Relationships Between a Work,
Expression, Manifestation, and Item– Section 6 – Recording Relationships to Persons, Families, and
Corporate Bodies Associated with a Resource– Section 7 – Recording Subject Relationships– Section 8 – Recording Relationships Between Works,
Expressions, Manifestations and Items– Section 9 – Recording Relationships Between Persons, Families,
and Corporate Bodies– Section 10 – Recording Relationships Between Concepts,
Objects, Events, and Places
Differences from AACR2
• Authority data instructions included in RDA– Special coded dates– Associated place– Address– Field of activity– Affiliation– Occupation– Gender– Family information– Associated language
Differences from AACR2
• Terminology
AACR2 RDA
area element
main entry authorized access point
added entry access point
uniform title preferred title for a work
heading authorized access point
see references variant access points
Differences from AACR2
• Categorization of resources– AACR2 has GMDs– RDA has media type, carrier type, and content
type
Differences from AACR2
• Categorization of resources GMDs
cartographic materialmusictextfilmstripmotion pictureslidetransparencyelectronic resourcemicroformsound recordingvideorecording
Differences from AACR2
• Categorization of resources GMDs
cartographic materialmusictextfilmstripmotion pictureslidetransparencyelectronic resourcemicroformsound recordingvideorecording
Differences from AACR2
• Categorization of resources GMDs
cartographic materialmusictextfilmstripmotion pictureslidetransparencyelectronic resourcemicroformsound recordingvideorecording
Differences from AACR2
• Categorization of resources GMDs
cartographic materialmusictextfilmstripmotion pictureslidetransparencyelectronic resourcemicroformsound recordingvideorecording
Differences from AACR2
• Categorization of resources
cartographic materialmusictext
Content Typecartographic imagenotated musictext
Differences from AACR2
• Categorization of resources
electronic resourcemicroformsound recordingvideorecording
Media Typeaudiocomputermicroformvideo
Differences from AACR2
• Categorization of resources
filmstripmotion pictureslide transparency
Carrier Typefilm reelfilmstripoverhead transparencyslide
Differences from AACR2
• Level of description– AACR2 has first, second, and third levels of
description– RDA has core elements and other elements
Differences from AACR2
AACR2 first level of description– title proper– first statement of responsibility– edition statement– material specific details– first publisher, etc.– date of publication, etc.– extent of item– notes– standard number
Differences from AACR2
RDA core elements– title proper– first statement of responsibility– designation of edition– designation of a named revision of an edition– numbering of serials– scale of cartographic content– first place of publication– first publisher’s name– date of publication– title proper of series/subseries– numbering within series/subseries– identifier for the manifestation– carrier type– extent
Differences from AACR2
• Sources of information– AACR2 specifies a chief source of information for
each class of material– RDA divides resources into three categories and
specifies a preferred source of information for each:• one or more pages, leaves, sheets, or cards• moving images• other resources
Differences from AACR2
• Transcription– Abbreviation• AACR2: abbreviations used in some transcribed elements• RDA: abbreviations in transcribed elements permitted
only if abbreviations appear on the source
Example:Appears on item as: Second editionAACR2: 2nd ed.RDA: Second edition
Differences from AACR2
• Transcription– Inaccuracies• AACR2: inaccuracies corrected within transcribed
elements• RDA: inaccuracies should be recorded as they appear
on the source
Differences from AACR2
Appears on item: A mutli-agency study…
AACR2: A mutli-agency [ i.e. multi] study…
RDA: A mutli-agency study…
Use an added entry for correct spelling.
Differences from AACR2
• Spell out more words instead of using abbreviations– pages instead of p.– illustrations instead of ill.– volumes instead of v.
Differences from AACR2
• Statement of Responsibility– AACR2 - Rule of three– RDA – transcribe statement of responsibility as
found, regardless of number• Optional omission instructions
Differences from AACR2
… / by Nancy Drew, Bess Marvin, George Fayne, and Ned Nickerson.
Optional omission:
… / by Nancy Drew [and three others].
Notice: … [et.al.] is not used
Differences from AACR2
• Publication information – two or more places of publication– AACR2 – give the first named place and the first
place in the country of the cataloging agency– RDA – give the first named place, regardless of
country
Differences from AACR2
• Unknown publication information– AACR2: use s.l. or s.n.– RDA: use [Place of publication not identified] or
[publisher not identified]
Differences from AACR2
• Books of the Bible– Old and New Testaments should be spelled out,
not abbreviated O.T. and N.T.– Access points for individual books of the Bible
should use the name of the book immediately following “Bible”
Differences from AACR2
AACR2: Bible. O.T.RDA: Bible. Old Testament.
AACR2: Bible. OT. Song of Solomon.RDA: Bible. Song of Solomon.
Differences from AACR2
• “AACR2 vs. RDA”• Presentation by Tom Delsey– ways in which RDA differs from AACR2– http://presentations.ala.org/images/1/10/LLL-Dels
ey-ALA2009.ppt
Differences from AACR2
• “Changes from AACR2 to RDA: A Comparison of Examples”
• Presentation by Adam L. Schiff, University of Washington– Examples of changes from AACR2 to RDA– http://faculty.washington.edu/aschiff/BCLAPresen
tationWithNotes-RevAug2010.pdf
Differences from AACR2Presentation by Adam L. Schiff, University of Washington
Changes to MARC Format
• New code in LDR/18 (Descriptive Cataloging Form) and new code in 040
• Enter media terms in 336, 337, & 338, not 245 $h• New authority fields
Changes to MARC Format
• LDR/18 - Descriptive Cataloging Form (Desc)– i – ISBD
• 040– $e rda
Changes to MARC Format
• Content type– 336 field
• use term in $a or code in $b• $2 rdacontent
MARC Code List for Content Types:http://www.loc.gov/standards/valuelist/rdacontent.html
Changes to MARC FormatMARC Code List for Content Types:http://www.loc.gov/standards/valuelist/rdacontent.html
RDA Content Terms 336 $a
MARC Codes for RDA Terms336 $b
text txtnotated music ntm
two-dimensional moving image
tdi
three-dimensional form tdf
cartographic image cri
computer program cop
Changes to MARC Format
• Media type– 337 field
• use term in $a or code in $b• $2 rdamedia
MARC Code List for Media Types:http://www.loc.gov/standards/valuelist/rdamedia.html
Changes to MARC FormatMARC Code List for Media Types:http://www.loc.gov/standards/valuelist/rdamedia.html
RDA Media Terms 337 $a
MARC Codes for RDA Terms337 $b
audio scomputer cmicroform punmediated n
video vprojected g
Changes to MARC Format
• Carrier type– 338 field
• use term in $a or code in $b• $2 rdacarrier
MARC Code List for Carrier Types:http://www.loc.gov/standards/valuelist/rdacarrier.html
Changes to MARC FormatMARC Code List for Carrier Types:http://www.loc.gov/standards/valuelist/rdacarrier.html
RDA Carrier Terms 338 $a
MARC Codes for RDA Terms338 $b
audio disc sd
online resource cr
videodisc vd
volume ncoverhead transparency
gt
computer disc cd
Changes to MARC Format
• Example: music CD336 _ _ $a performed music $2 rdacontent337 _ _ $a audio $2 rdamedia338 _ _ $a audio disc $2 rdacarrier
Changes to MARC Format
• Example: print monograph336 _ _ $a text $2 rdacontent337 _ _ $a unmediated $2 rdamedia338 _ _ $a volume $2 rdacarrier
Changes to MARC Format
• New Authority Fields• http://www.loc.gov/marc/authority/ad1xx.html
– 046 – Special coded dates– 370 – Associated place– 371 – Address– 372 – Field of activity– 373 – Affiliation– 374 – Occupation– 375 – Gender– 376 – Family information– 377 – Associated language
Changes to MARC Format
• There are RDA records in OCLC’s database– Command line search = dx:rda
Changes to MARC Format
• Examples in Library of Congress online catalog– http://catalog.loc.gov
040e rdaExpert Search
Online RDA Toolkit Information
What does the RDA Toolkit include?
• RDA instructions (searchable and browseable)• Views of RDA content by table of contents and by
RDA element set• AACR2 Rule Number Search of RDA instructions• Workflows, mappings, examples• Full text of AACR2 with links to RDA
http://rdatoolkit.org
Online RDA Toolkit Information
• RDA Toolkit at http://www.rdatoolkit.org• Subscription prices– $195 per year for solo-user environment– $325 per year for multi-user environment, one
user at a time– Additional concurrent users• 2-9 concurrent users, $55 per additional user• 10-19 concurrent users, $50 per additional user• 20+ concurrent users, $45 per additional user
Online RDA Toolkit Information
RDA Toolkit: A Guided Tour–Webinar offered by ALA Publishing– February 2010– http://www.rdatoolkit.org/training/guidedtour
RDA Toolkit: What’s New Since August– Free webinars to be held on November 10 & 11,
2010– http://www.rdatoolkit.org/calendar
RDA in Print
• RDA and its Element Set View are available in loose-leaf format– RDA = $150– RDA Element Set View = $125
Timeline for Release and Testing
• June 2010 – RDA released• Release date until August 31, 2010 – open-
access period• Release date – testing by national libraries
(and test partners) began
Testing by National Libraries
• Library of Congress• National Library of Medicine• National Agricultural Library
• Selected test partners are participatinghttp://www.loc.gov/bibliographic-future/rda/test-partners.html
Timeline for Testing Library of Congress
“June 22, 2010: Public release of RDA Toolkit.
July 1-September 30, 2010: Test partners use this three-month period to become familiar with the content of RDA and with navigating the RDA Toolkit.
October 1-December 31, 2010: Test partners produce records in the test and share them with the US RDA Test Coordinating Committee.
January 1-March 31, 2011: The US RDA Test Coordinating Committee analyzes the results of the test and prepares its report to the management of the three national libraries.
The report will be shared with the US library community.”
- from http://www.loc.gov/bibliographic-future/rda/timeline.html
Library of Congress Documentation for RDA Test
http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html
How can you prepare for RDA?
• Become familiar with RDA terminology• Keep up with developments – RDA-L discussion list
• Watch for the results of Library of Congress testing
• Look at sample RDA records• Talk with other colleagues• Ask your ILS vendors how they will adapt their
systems
RDA Resources
• Understanding FRBR: What It Is and How It Will Affect Our Retrieval Tools, edited by Arlene G. Taylor
• FRBR: A Guide for the Perplexed, by Robert L. Maxwell• Functional Requirements for Authority Data: A Conceptual
Model, edited by Glenn E. Patton• Functional Requirements for Bibliographic Records, Final
Report http://archive.ifla.org/VII/s13/frbr/frbr_current_toc.htm
RDA Resources
• Joint Steering Committee for Development of RDA - http://www.rda-jsc.org/rda.html
• RDA Toolkit – http://www.rdatoolkit.org• RDA Toolkit: A Guided Tour -
http://www.rdatoolkit.org/training/guidedtour• RDA draft - http://www.rdatoolkit.org/constituencyreview/• RDA-L discussion list - http://www.rda-jsc.org/rdadiscuss.html• Introducing RDA: A Guide to the Basics by Chris Oliver• The RDA Primer: A Guide for the Occasional Cataloger by Amy
Hart
RDA Resources
• MARC Code List for Content Types - http://www.loc.gov/standards/valuelist/rdacontent.html
• MARC Code List for Media Types - http://www.loc.gov/standards/valuelist/rdamedia.html
• MARC Code List for Carrier Types - http://www.loc.gov/standards/valuelist/rdacarrier.html
• RDA in MARC - http://www.loc.gov/marc/RDAinMARC29.html
RDA Resources
• Sample RDA records - http://www.sla.org/PDFs/SLA2009/2009_rdaexamples.pdf
• Library of Congress Documentation for the RDA Test - http://www.loc.gov/catdir/cpso/RDAtest/rdatest.html
• AACR2 vs. RDA - http://presentations.ala.org/images/1/10/LLL-Delsey-ALA2009.ppt
• Changes from AACR2 to RDA: A Comparison of Examples - http://faculty.washington.edu/aschiff/BCLAPresentationWithNotes-RevAug2010.pdf