1. RDA Implementation: What, Why, and How in One Hour Richard Guajardo & Stephanie Rodriguez University of Houston

2. University of Houston Libraries

3. RDA Conversion & Authorities Project What – Bibliographic database Has not been output for a complete authority control project since the mid 90’s Why – A hybrid catalog This could prove difficult to manage and result in some confusion with inconsistent access points

4. RDA Conversion & Authorities Project [ Who – Four libraries: UH, UHD, UHCL, UH LAW ] How – Creating a new set of Material Type codes, outputing bibliographic records for print and media materials for RDA conversion & authority control, developing an in-house process for e-resource records

5. RDA Conversion Planning Revise Material Types Updated Catalog Search RDA Content, Media, & Carrier Types RDA Implementation Preparation RDA Conversion Conversion Timeline Post-RDA Conversion Practice

6. Material Type (BCode2) Revision Why revise the Material Types? The General Material Designation [GMD] in the title field is replaced in RDA with more specific CMC fields Content type Media type Carrier type We need to revise our material types to be more specific to match CMC fields Ensure the insertion of appropriate CMC fields in the RDA records conversion process

7. REVISED Material Types

9. BCODE1BCODE1

10. RDA CMC Mapping

11. Content, Media & Carrier Types Video (Category)CodeContent typeMedia typeCarrier type ONLINE VIDEOntwo-dimensional moving image videoOnline resource DVDdtwo-dimensional moving image videovideodisc BLU-RAYbtwo-dimensional moving image videovideodisc FILMftwo-dimensional moving image projectedfilm reel VHS CASSETTEvtwo-dimensional moving image videovideocassette

12. Content, Media & Carrier Types Audio (Category)CodeContent typeMedia typeCarrier type AUDIO CASSETTEjperformed musicaudioaudiocassette ONLINE AUDIOhperformed musicaudioOnline resource AUDIO CDqperformed musicaudioaudio disc LP/VINYLpperformed musicaudioaudio disc

13. Content, Media & Carrier Types e-Resource (Category) CodeContent typeMedia typeCarrier type E-GOV DOCUMENTmTextcomputeronline resource CD-ROM5computer programcomputerComputer disc WEB RESOURCE6textcomputeronline resource DATABASE4textcomputeronline resource E-BOOK2textcomputeronline resource E-JOURNAL3textcomputeronline resource DATASET7computer datasetcomputeronline resource E-MUSIC SCORE8notated musiccomputeronline resource

14. RDA Implementation – Preparation Database Clean Up - OCLC Number Match Project Configure Load Tables for New RDA Bib. and Authority Fields Install AACP for RDA Authority Headings Change Launch BCODE2 (material type) Changes for RDA GMD Replacement

15. OCLC Number Match Project PRODUCT SUMMARY Product Code: TAP3989 135,674 Product Code: CTR3750 127,286 BIB PROCESSING Records processed: 135,673 Duplicates dropped: 1,251 Records rejected: 1 Unresolved records: 5,075 Records merged: 2,061

16. LOAD TABLES Request a Service Commitment (CSDIRECT) for an RDA load table update UH has 60 load tables for bibliographic and authority records (some not active) Revise the load tables as additional RDA updates are adopted Used daily for batch load work in acquisitions and cataloging functions (including reloading of records processed by Marcive for authority control and RDA conversion) Reloading of one time projects (OCLC reclamation project)

17. AACP for RDA Authority Headings Change Automatically updates headings in a bibliographic record Requires a 4XX reference in the authority record Triggered by a change in the authority record Heading in bib. record must match 4XX exactly

18. AACP Installation – Automated Authority Control Process Courtesy: csdirect.iii.com

19. Strategies for Review Files Build lists from current BCODE2s Example: Bcode 2 = j Exclude BCODE3 = d Break lists down by specific formats Example: Identify marc characteristics Rapid update

25. BCODE2BCODE2

26. ICON NO [GMD]

27. Content, Media and Carrier information in MARC record

28. RDA Conversion MARCIVE RDA Conversion Process: Send files to MARCIVE MARCIVE test RDA conversion – 1 week MARCIVE send test file to us for approval Final conversion (7-10 days) Load converted record back to III Internal Conversion Process: Global RDA Update of E-books/E-journals

30. RDA Conversion Timeline 2013 04/01- 04/03 Update load table to accommodate new RDA fields 04/15 - 04/19 Export Bib-records and send them to MARCIVE – Created 10 files of 50,000 records 04/22 - 04/26 MARCIVE test conversion

31. RDA Conversion Timeline 2013 04/29 - 05/10 Approve test conversion and begin MARCIVE final conversion 05/13 – 06/12 Load converted records back into III

32. Post-RDA Conversion Practice Physical items Continue accepting best available (RDA or AACR2) records from OCLC Revised local OCLC constant data records to accommodate new material types Weekly, pull together new bib. records for authority process and send to Marcive for RDA conversion E-books/E-journals Receive Serials Solution ebook and ejournal records bi-monthly Configured load table to insert RDA fields to records Decided to convert these in-house because of fluidity of records

33. Post-RDA Conversion Practice Add to catalog if available RDA Add to catalog if no RDA AACR Mixed results? Hybrid Bringing in updated records from OCLC and other vendors

34. Post-RDA Conversion Practice Hybrid -> RDA AACR record brought into system In system 1-6 days Send to MARCIVE Conversion takes place Reload back into our catalog Overlay previous AACR record New RDA record!

35. Thank You! Richard Guajardo & Stephanie Rodriguez University of Houston