rda in practice: enrichment vs original … · rda in practice: enrichment vs. ... •25 ebooks...

RDA IN PRACTICE:ENRICHMENT VS.

Side-by-Side Comparison

ORIGINAL CATALOGING

September 10 2014

Nicole Arbuckle – VP Metadata ServicesNate Cothran – VP Automated Services

September 10, 2014

www.bslw.com

Overview

• History of our participation with RDA• History of our participation with RDA• Statistics of RDA enrichment

(Both existing and new clients)• 2013 survey results

(RDA with existing clients)• Comparisons between automated RDA

and manual RDA at Backstage

2

JANUARYS M T W T F S

FEBRUARYS M T W T F S

MARCHS M T W T F S

RDA in 2009

January• LC meets with potential RDA test partners

S M T W T F S S M T W T F S S M T W T F S

3



MARCHS M T W T F SAPRIL MAY JUNE

RDA in 2009

May• LC announces test partners. Backstage is one of 26

S M T W T F S S M T W T F S S M T W T F SS M T W T F S S M T W T F S S M T W T F S

institutions and vendors to participate.

4



MARCHS M T W T F S

RDA in 2010

January• LC meets with test partners at ALA Midwinter


5




RDA in 2010

April, May, June• Collect RDA information and training materials


June• 6/23: RDA Toolkit available

6




JULY AUGUST SEPTEMBER

RDA in 2010

July• 7/01: RDA Test begins

S M T W T F S S M T W T F S S M T W T F SS M T W T F S S M T W T F S S M T W T F SJULY

S M T W T F S

AUGUSTS M T W T F S

SEPTEMBERS M T W T F S

• 7/01: RDA Test beginsJuly, August, September• Finalize training plans, choose staff to participate in test, etc.

7





RDA in 2010

October


S M T W T F S

AUGUSTS M T W T F S

SEPTEMBERS M T W T F SOCTOBER

S M T W T F S

NOVEMBERS M T W T F S

DECEMBERS M T W T F S

October• 10/15: Plans are final!November• 11/8-11/19: Four catalogers are trained for four hours in the afternoonsDecember• 11/29-12/10: Catalog test sets and complete cataloger surveys• 12/31: Final report submitted to LC 8

The RDA test at Backstage

1 cataloging 2 novice 2 experienced manager

20 years AACR2 experience

9

catalogersless than 1 year

AACR2 experience

catalogers 10-15 years

AACR2 experience

RDA Common Set (25 original, 5 copy)


• Cataloged by novice catalogers per RDA Test instructions: each cataloger cataloged half the records in RDA, half the records in AACR2

• Cataloged by experienced catalogers using alternate instructions: each cataloger cataloged half the records twice, once in RDA, once in AACR2

10

RDA Extra Set (102 original and copy records)


• 25 ebooks (courtesy of ebrary)

• 25 ebooks (courtesy of Gale Cengage)

• 10 print serials & 2 Chinese serials (courtesy of Bowdoin College)

• 10 CDs, 5 DVDs (courtesy of University of Wyoming)

• 25 miscellaneous monographs & serials (from the Backstage in-house library)

11

• FRBR studies – LC brochures, websites, blogs

Training

• LC Webcasts from “Train the Trainer” (ALAMW ‘10)

• Other LC documentation & tools

• Other Libraries’ Documentation (BYU, U. Chicago)

• Group setting: read, study, return & discuss

• Practice records with feedback

• Example records in OCLC (we trained in October and cataloged in November)

12





RDA in 2011

January-December


S M T W T F S

AUGUSTS M T W T F S


S M T W T F S



January December• Adapt Backstage training materials and processes

to handle RDA• Begin creating profile/specification documents for

RDA for clients

13



MARCHS M T W T F S

RDA in 2012

January• Announced plans to develop RDA options & services• AC + RDA planning guides


p g gFebruary• Online profiles & wiki• GMD to CMCMarch• AC/RDA authority flowchart

14




RDA in 2012

April, May, June• Reports and refinements


15





RDA in 2012

July• Status of Phase 1 & Phase 2


S M T W T F S

AUGUSTS M T W T F S


• Status of Phase 1 & Phase 2• AC/RDA options expanded• Profile summariesAugust• 8/01: Phase 1 start• 8/22: Phase 1 end

16





RDA in 2012

October


S M T W T F S

AUGUSTS M T W T F S


S M T W T F S



October• June – Oct: PCC PITGHBRNovember• HTM & XLS reportsDecember• End of Mayan Calendar – still here

17



MARCHS M T W T F S

RDA in 2013

January• XMLAC / ACDCFebruary


y• Announcement for Phase 2• Violoncello to celloMarch• 3/13: Phase 2 Start• 3/31: DAY ONE

18




RDA in 2013

April• 4/03: Phase 2 end


• AC/RDA options simplifiedMay• 1 client: 277k recs (RDA)June• MWDL: ACDC, Univ of Utah• 1 client: 1.8m recs (RDA)

19





RDA in 2013

July• 1 client: 671k recs (RDA)


S M T W T F S

AUGUSTS M T W T F S


• 1 client: 671k recs (RDA)August• 1 client: 1.6m recs (RDA)September• 1 client: 944k recs (RDA)• Monthly internal RDA meetings

20





RDA in 2013

October


S M T W T F S

AUGUSTS M T W T F S


S M T W T F S



October• FAST subject headingsDecember• 1 client: 1.0m recs (RDA)• 1 client: 400k recs (RDA)• 1 client: 950k recs (RDA)• RDA survey of existing clients 21



MARCHS M T W T F S

RDA in 2014

January• RDA enrichment for all active, current clients• 1 client: 3.2m recs (RDA)


3 ( )February• 1 client: 61k recs (RDA)• 1 client: 16k recs (RDA)March• 1 client: 403k recs (RDA)• 1 client: 645k recs (RDA) 22

• 1 client: 600k recs (RDA)• 1 client: 708k recs (RDA)




RDA in 2014

April• $0 subfield on access points (LCCNs/URIs)


• 1 client: 515k recs (RDA)May• 1 client: 357k recs (RDA)• 1 client: 405k recs (RDA)June• 1 client: 2.2m recs (RDA)

23

• 1 client: 251k recs (RDA)

• 1 client: 1.1m recs (RDA)





RDA in 2014

July• 34x fields in bibs


S M T W T F S

AUGUSTS M T W T F S


• 34x fields in bibs• 1 client: 70k recs (RDA)August• 1 client: 74k recs (RDA)• 1 client: 657k recs (RDA)September• RDA Webinar 24

Library Cataloging

63%

37%

RDA AACR2

Publisher Cataloging

70%

RDA AACR2 Both

24%6%

20

22

RDA with New AC Clients

43%

8

10

12

14

16

1843%RDA

Enrichment

57%Regular

89%RDA

Enrichment

Inst

itutio

ns

0

2

4

6

2013 201427

Regular Authority Control

11%

12

RDA with New AC Clients

4

6

8

10

7.8MRDA

Enrichment

11.6MRDA

Enrichment

Reco

rds

(in m

illio

ns)

0

2

4

2013 201428

200KRegular Authority

Control

↓

3.3MRegular Authority

Control

RDA with Existing AC Clients5

Inst

itutio

ns

2

3

4

29

0

1

FEB MAR APR MAY JUN JUL AUG

10

RDA with Existing AC Clients

4

6

8

Reco

rds

(in m

illio

ns)

0

2

FEB MAR APR MAY JUN JUL AUG30

Backstage RDA Survey Results

Collection Size (volumes)1 million + 31%

500K+ 17%250K+ 15%

fewer than 250K 37%

Library TypeAcademic 61%

Public 23%Other 16%

Creating RDA records for new items

Yes 49%No 51%

Accepting RDA records for new items

Yes 93%No 7%

Accepting hybrid records for new items

Yes 80%No 20%

31

Plan to add RDA elements to AACR2 records

Yes 19%No 55%

Undecided 26%

Plan to operate in a mixed records catalog

Yes 77%No 23%

Interested in exploringautomated enrichment

Yes 58%No 42%

ILS supports or plans to develop RDA capabilities

Yes 81%No 19%

• All of AACR2 validation & upgrades (if desired)

Automated RDA Enrichment

& upgrades (if desired)

• Addition of 33X fields based on 245 $h GMD (and others)

• Control of relator terms (and codes)

Abbre iation e pansion• Abbreviation expansion in selected fields

• Title and imprint field updates

• RDA-specific reports

32

• All of AACR2 validation & upgrades (if desired)

Automated RDA EnrichmentDescriptive Fields

6 6& upgrades (if desired)

• Addition of 33X fields based on 245 $h GMD (and others)

• Control of relator terms (and codes)

Abbre iation e pansion

• 245, 250, 260, 264, 300, 33X, 34X, 38X, 500, 502, 504

Access Points

• X00, X10, X11, X30; • Abbreviation expansion in selected fields

• Title and imprint field updates

• RDA-specific reports

33

, , , 3 ;sacred works; etc.

Comparison – Example #1

34


Automated• 260 changed to 264 (one)• 300 spelled out3 p• 33x added• 504 spelled out

Manual• All of the above, also:• 260 changed to 264 (two)

35

260 changed to 264 (two)• 2nd 336 added• Add missing relationship

designators to 100/700 fields• 040 $e rda added

Comparison – Example #1AACR2 Version040 __ $a OHX $b eng $c OHX $d UtOrBLW100 1_ $a n, Staffan, $d 1929-245 10 $ St j ̈ lj h i d245 10 $a Sten, ja ̈rn, ljus och vind ...260 __ $a Lund :$b Ellerstro ̈ms, $c 2014.300 __ $a 118 p. :$b ill. (chiefly col.) ;$c 23 cm.504 __ $a Includes bibliographical references (p. 116).700 1_ $a Ellerstro ̈m, Jonas.700 1 $a Engelhardt Lars

36

700 1_ $a Engelhardt, Lars.700 1_ $a n, Karin.

Comparison – Example #1RDA Version – Automated Updates040 __ $a OHX $b eng $c OHX $d UtOrBLW100 1_ $a n, Staffan, $d 1929-245 10 $ St j ̈ lj h i d245 10 $a Sten, ja ̈rn, ljus och vind ...264 _1 $a Lund :$b Ellerstro ̈ms, $c 2014.300 __ $a 118 pages :$b illustrations (chiefly color) ;$c 23 cm336 __ $a text $b txt $2 rdacontent337 __ $a unmediated $b n $2 rdamedia338 $a volume $b nc $2 rdacarrier

37

338 __ $a volume $b nc $2 rdacarrier504 __ $a Includes bibliographical references (pages 116).700 1_ $a Ellerstro ̈m, Jonas.700 1_ $a Engelhardt, Lars.700 1_ $a n, Karin.

Comparison – Example #1RDA Version – Automated Updates – Original Cataloging040 __ $a OHX $b eng $e rda $c OHX $d UtOrBLW100 1_ $a n, Staffan, $d 1929- $e author, $e artist, $e

photographer.245 10 $a Sten ja ̈rn ljus och vind245 10 $a Sten, jarn, ljus och vind ...264 _1 $a Lund :$b Ellerstro ̈ms, $c 2014.264 _4 $c ©2014.300 __ $a 118 pages :$b illustrations (chiefly color) ;$c 23 cm336 __ $a text $b txt $2 rdacontent336 __ $a still image $b sti $2 rdacontent337 __ $a unmediated $b n $2 rdamedia338 $ l $b $2 d i

38

338 __ $a volume $b nc $2 rdacarrier504 __ $a Includes bibliographical references (pages 116).700 1_ $a Ellerstro ̈m, Jonas, $e author of foreword.700 1_ $a Engelhardt, Lars, $e photographer.700 1_ $a n, Karin, $e author of afterword.

Comparison – Example #1RDA Version040 __ $a OHX $b eng $e rda $c OHX $d UtOrBLW100 1_ $a n, Staffan, $d 1929- $e author, $e artist, $e

photographer.245 10 $a Sten ja ̈rn ljus och vind245 10 $a Sten, jarn, ljus och vind ...264 _1 $a Lund :$b Ellerstro ̈ms, $c 2014.264 _4 $c ©2014.300 __ $a 118 pages :$b illustrations (chiefly color) ;$c 23 cm336 __ $a text $b txt $2 rdacontent336 __ $a still image $b sti $2 rdacontent337 __ $a unmediated $b n $2 rdamedia338 $ l $b $2 d i

39

338 __ $a volume $b nc $2 rdacarrier504 __ $a Includes bibliographical references (pages 116).700 1_ $a Ellerstro ̈m, Jonas, $e author of foreword.700 1_ $a Engelhardt, Lars, $e photographer.700 1_ $a n, Karin, $e author of afterword.


40

Comparison – Example #2AACR2 Version040 __ $a OHX $b eng $c OHX $d UtOrBLW100 1_ $a Lang, Peter, $d 1965-245 10 $ P t L245 10 $a Peter Lang ...260 __ $a Gleissenberg :$b Peter Lang, $c c2013.300 __ $a [180] p. :$b ill. (chiefly col.) ;$c 23 x 31 cm.700 1_ $a Wiest, Eva.700 1_ $a Sigfus Almarsson.700 0 $a rmann Reynisson $d 1951-

41

700 0_ $a rmann Reynisson, $d 1951-

Comparison – Example #2RDA Version – Automated Updates040 __ $a OHX $b eng $c OHX $d UtOrBLW100 1_ $a Lang, Peter, $d 1965-245 10 $a Peter Lang245 10 $a Peter Lang ...264 _1 $a Gleissenberg :$b Peter Lang, $c [2013]264 _4 $c ©2013300 __ $a 180 unnumbered pages :$b illustrations (chiefly color)

;$c 23 x 31 cm336 __ $a text $b txt $2 rdacontent337 $a unmediated $b n $2 rdamedia

42

337 __ $a unmediated $b n $2 rdamedia338 __ $a volume $b nc $2 rdacarrier700 1_ $a Wiest, Eva.700 1_ $a Sigfus Almarsson.700 0_ $a rmann Reynisson, $d 1951-

Comparison – Example #2RDA Version – Automated Updates – Original Cataloging040 __ $a OHX $b eng $e rda $c OHX $d UtOrBLW100 1_ $a Lang, Peter, $d 1965- $e artist.245 10 $a Peter Lang ...$ g264 _1 $a Gleissenberg :$b Peter Lang, $c [2013]264 _4 $c ©2013300 __ $a 180 unnumbered pages :$b illustrations (chiefly color)

;$c 23 x 31 cm336 __ $a text $b txt $2 rdacontent336 __ $a still image $b sti $2 rdacontent

43

337 __ $a unmediated $b n $2 rdamedia338 __ $a volume $b nc $2 rdacarrier700 1_ $a Wiest, Eva $e author.700 1_ $a Sigfus Almarsson $e author.700 0_ $a rmann Reynisson, $d 1951- $e author.


44

http:///www.crcpress.com/product/isbn/9781466502390


AACR2 V iAACR2 Version040 __ $a DLC $b eng $c DLC $d UtOrBLW245 00 $a Case studies in system of systems, enterprise systems,

and complex systems engineering /$c edited by Alex Gorod... [et al.].

700 1_ $a Gorod, Alex.

45

_


RDA V i A t t d U d tRDA Version – Automated Updates040 __ $a DLC $b eng $c DLC $d UtOrBLW245 00 $a Case studies in system of systems, enterprise systems,

and complex systems engineering /$c edited by Alex Gorod[and others].

700 1_ $a Gorod, Alex.

46

_


RDA Version A tomated Updates Original CatalogingRDA Version – Automated Updates – Original Cataloging040 __ $a DLC $b eng $e rda $c DLC $d UtOrBLW245 00 $a Case studies in system of systems, enterprise systems,

and complex systems engineering /$c edited by Alex Gorod,Brian E. White, Vernon Ireland, S. Jimmy Gandhi, BrianSauser.

700 1 $a Gorod Alex $e editor of compilation

47

700 1_ $a Gorod, Alex, $e editor of compilation.700 1_ $a White, Brian E., $e editor of compilation.700 1_ $a Ireland, Vernon, $e editor of compilation.700 1_ $a Gandhi, S. Jimmy, $e editor of compilation.700 1_ $a Sauser, Brian, $e editor of compilation.

Webinar Review• History of our participation with RDA

• Involvement from 2010 onwards• Continual improvement in functionality

• Statistics of RDA enrichment• More interest from clients as time goes on

• 2013 survey results about RDA with existing clients• Many were initially waiting due to logistics• Interest in consistency within catalog• Interest in consistency within catalog

• Comparisons between Automated & Manual RDA• A lot can be done in an automated fashion• With the item in hand, manual enrichment goes the extra mile

48

Questions?Nicole ArbuckleVP Metadata ServicesVP, Metadata ServicesBackstage Library [email protected]

Nate CothranVP, Automation ServicesBackstage Library Works

[email protected]

1.800.288.1265+1 801 356 1852

www.bslw.com

Nate Cothran manages the authority control and automation services team for Backstage Library Works. He brings to Backstage a strong understanding of consumer needs, years of supervisory experience, and a rounded knowledge of the library automation industry. y y

During his 16 years at Backstage, Nate has been responsible for all machine projects including Marcadia, barcodes, authority control, internal software development and hardware maintenance.

Prior to being promoted to Vice President, Nate was an Authority Control Project Manager for many years He has also spent time at Backstage as ayears. He has also spent time at Backstage as a Retrospective Conversion Project Manager, Training Team Leader and spent four years with the IT department.

Nate is also an avid science-fiction reader and enjoys writing programs.

Nate CothranVice President, Automation ServicesBackstage Library Works

Nicole Arbuckle has been at Backstage Library Works for nine years and is head of the Metadata Services department. She has worked with many libraries and publishers over the years, helping them get the customized solutions they need for cataloging/metadata creation. g g/

Nicole he holds degrees from Brigham Young University and the University of Utah and is a certified Project Management Professional.

When she’s not up to her ears in technical specs, Nicole likes to travel and enjoy the great outdoors.

Nicole ArbuckleVice President, Metadata ServicesBackstage Library Works

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