Cataloging with RDA: An Overview

Emily Dust NimsakontNebraska Library Commission

NCompass LiveMay 19, 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

• 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

• 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

• “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-RevMay2010.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 marccontent

MARC Code List for Content Types:http://www.loc.gov/standards/valuelist/marccontent.html

Changes to MARC FormatMARC Code List for Content Types:http://www.loc.gov/standards/valuelist/marccontent.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 marcmedia

MARC Code List for Media Types:http://www.loc.gov/standards/valuelist/marcmedia.html

Changes to MARC FormatMARC Code List for Media Types:http://www.loc.gov/standards/valuelist/marcmedia.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 marccarrier

MARC Code List for Carrier Types:http://www.loc.gov/standards/valuelist/marccarrier.html

Changes to MARC FormatMARC Code List for Carrier Types:http://www.loc.gov/standards/valuelist/marccarrier.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 marccontent337 _ _ $a audio $2 marcmedia338 _ _ $a audio disc $2 marccarrier

Changes to MARC Format

• Example: print monograph336 _ _ $a text $2 marccontent337 _ _ $a unmediated $2 marcmedia338 _ _ $a volume $2 marccarrier

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

Online RDA Toolkit Information

What will 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 in Print

• RDA and its Element Set View will be available in loose-leaf format– Announced on April 28, 2010– Pricing has not been released

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) begins

Testing by National Libraries

• Library of Congress• National Library of Medicine• National Agricultural Library

• Selected test partners will also participatehttp://www.loc.gov/bibliographic-future/rda/test-partners.html

Timeline for Testing Library of Congress

“The test period will begin after the test partners receive access to RDA Online.

Test Days 1 through 90: Test partners use this three-month period to become familiar with the content of RDA and with navigating RDA Online.

Test Days 91 through 180: Test partners produce records in the test and share them with the US National Libraries RDA Test Steering Committee.

Post-Test Days 1-90: The US National Libraries RDA Test Steering Committee analyzes the results of the test and prepares its report to the management of the three national libraries.

After Post-Test Day 91: The report is 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

• Try out RDA Toolkit during the open access period• Watch for the results of Library of Congress testing• 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, to be

published by ALA Editions, Summer 2010

RDA Resources

• MARC Code List for Content Types - http://www.loc.gov/standards/valuelist/marccontent.html

• MARC Code List for Media Types - http://www.loc.gov/standards/valuelist/marcmedia.html

• MARC Code List for Carrier Types - http://www.loc.gov/standards/valuelist/marccarrier.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-RevMay2010.pdf

Thank you!

Emily Dust NimsakontCataloging Librarian

Nebraska Library Commission800-307-2665

emily.dust.nimsakont@nebraska.gov

Links - http://delicious.com/NLC_Reference/ncompassliveSlides - http://www.slideshare.net/nebraskaccess