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

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


• Structure– AACR2• Part I – Description• Part II – Headings, Uniform Titles, and References

– RDA• Recording attributes• Recording relationships


• 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


• 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


• Authority data instructions included in RDA– Special coded dates– Associated place– Address– Field of activity– Affiliation– Occupation– Gender– Family information– Associated language


• 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


• Categorization of resources– AACR2 has GMDs– RDA has media type, carrier type, and content

type


• Categorization of resources GMDs

cartographic materialmusictextfilmstripmotion pictureslidetransparencyelectronic resourcemicroformsound recordingvideorecording


• Categorization of resources

cartographic materialmusictext

Content Typecartographic imagenotated musictext



electronic resourcemicroformsound recordingvideorecording

Media Typeaudiocomputermicroformvideo



filmstripmotion pictureslide transparency

Carrier Typefilm reelfilmstripoverhead transparencyslide


• Level of description– AACR2 has first, second, and third levels of

description– RDA has core elements and other elements


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


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


• 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


• 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


• Transcription– Inaccuracies• AACR2: inaccuracies corrected within transcribed

elements• RDA: inaccuracies should be recorded as they appear

on the source


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.


• Spell out more words instead of using abbreviations– pages instead of p.– illustrations instead of ill.– volumes instead of v.


• Statement of Responsibility– AACR2 - Rule of three– RDA – transcribe statement of responsibility as

found, regardless of number• Optional omission instructions


… / by Nancy Drew, Bess Marvin, George Fayne, and Ned Nickerson.

Optional omission:

… / by Nancy Drew [and three others].

Notice: … [et.al.] is not used


• 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


• Unknown publication information– AACR2: use s.l. or s.n.– RDA: use [Place of publication not identified] or

[publisher not identified]


• 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”


AACR2: Bible. O.T.RDA: Bible. Old Testament.

AACR2: Bible. OT. Song of Solomon.RDA: Bible. Song of Solomon.


• “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

http://presentations.ala.org/images/1/10/LLL-Delsey-ALA2009.ppt



• “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

http://faculty.washington.edu/aschiff/BCLAPresentationWithNotes-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


• LDR/18 - Descriptive Cataloging Form (Desc)– i – ISBD

• 040– $e rda


• 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

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



• 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

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


audio scomputer cmicroform punmediated n

video vprojected g



• 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

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


audio disc sd

online resource cr

videodisc vd

volume ncoverhead transparency

gt

computer disc cd



• Example: music CD336 _ _ $a performed music $2 rdacontent337 _ _ $a audio $2 rdamedia338 _ _ $a audio disc $2 rdacarrier


• Example: print monograph336 _ _ $a text $2 rdacontent337 _ _ $a unmediated $2 rdamedia338 _ _ $a volume $2 rdacarrier


• 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

http://www.loc.gov/marc/authority/ad1xx.html


• There are RDA records in OCLC’s database– Command line search = dx:rda


• Examples in Library of Congress online catalog– http://catalog.loc.gov

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

http://rdatoolkit.org/


• 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

http://rdatoolkit.org/


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

http://www.rdatoolkit.org/training/guidedtour

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

http://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

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

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

http://www.rda-jsc.org/rda.html

http://www.rdatoolkit.org/

http://www.rdatoolkit.org/training/guidedtour

http://www.rdatoolkit.org/constituencyreview/

http://www.rda-jsc.org/rdadiscuss.html

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




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

http://www.sla.org/PDFs/SLA2009/2009_rdaexamples.pdf






Thank you!

Emily Dust [email protected]

Links - http://delicious.com/enimsakont/rda+wnylrc

http://delicious.com/enimsakont/rda+wnylrc

cataloging with rda - western new york library resources council

Documents

aacr2 structure aacr2

aacr2 changes

gmds rda

recording attributes

recording attributes

frad differences

resource section

expression section