1. RDA: Your “Recommended Daily Allowance” of Cataloging Christee Pascale Associate Head, Metadata & Cataloging Erin Stalberg Head, Metadata & Cataloging NCSULA, NCSU Libraries April 15, 2011 Raleigh, NC

2. Agenda The Road to Resource Description and Access (RDA) The US RDA Test Getting Experimental: Training for the US RDA Test What’s New in an RDA Record

3. THE ROAD TO RESOURCE DESCRIPTION & ACCESS (RDA)

4. What is RDA? Resource Description & Access, the successor to the Anglo-American Cataloging Rules (AACR2) –new content standard –not an encoding standard (MARC is the encoding standard) –intended to be independent of MARC, and hoped to be used beyond the MARC community

5. Why a new standard? Work started out in 2004 on AACR3 –simplify rules –encourage use as a content standard for metadata schema –encourage international applicability –address current problems with AACR2 –principle-based –build on cataloger’s judgment After an initial draft, it was decided to take a new approach and call the effort Resource Description & Access.

7. Format Standards (MARC/MODS/DC) Content Standards (AACR2/RDA) Encoding Syntaxes (MARC/XML) Controlled Vocabularies (LCSH/MARC Code Lists) Indexing Display

9. FRBR & FRAD Underlying RDA are the conceptual models FRBR (Functional Requirements for Bibliographic Records) and FRAD (Functional Requirements for Authority Data). Not a set of rules Uses an entity relationship model FRBR tasks: Find/Identify/Select/Obtain FRAD tasks: Find/Identify/Contextualize/Justify

10. FRBR Book –Who wrote? (work) –Who translated? (expression) Slide courtesy of Library of Congress RDA Test Training: January 15, 2010, Module 2

11. FRBR Book –Publication at bookstore – any copy (manifestation) –Door prop (item) Slide courtesy of Library of Congress RDA Test Training: January 15, 2010, Module 2

12. person1 writes title work person2 title translates expression is related to

13. Content standard v. Encoding standard AACR2/RDA For the title proper of a book, use the title page (or image thereof) as the preferred source of information. If a married person is identified only by a partner’s name, treat a term of address as an integral part of the name. –Davis, Maxwell, Mrs. –Strauss, Johann, Frau MARC MARC 245 tag = title proper MARC 246 tag = varying form of title 245 10 $a The many faces of special education 246 38 $a The many faces of special educators MARC 100 tag = personal name, primary access point MARC 700 tag = personal name, additional access point MARC 600 tag = personal name, subject 100 1/ $a Strauss, Johann, ǂ c Frau, ǂ d 1850-1919 700 1/ $a Strauss, Johann, ǂ c Frau, ǂ d 1850-1919 600 10 $a Strauss, Johann, ǂ c Frau, ǂ d 1850-1919

14. THE U.S. RDA TEST

15. About the test Response to concerns about RDA raised by the Library of Congress Working Group on the Future of Bibliographic Control (2008 report) To assure the operational, technical, and economic feasibility of RDA Includes the three national libraries and the broader U.S. library community

16. About the test – Participants Library of Congress National Agricultural Library National Library of Medicine Backstage Library Works Brigham Young University Carnegie Library of Pittsburgh Clark Art Institute Library University of Chicago College Center for Library Automation (Florida) Columbia University Douglas County Libraries, Colorado Emory University GSLIS Group Minnesota Historical Society Morgan Library and Museum Music Library Association/Online Audiovisual Catalogers, Inc. North Carolina State University Libraries University of North Dakota North East Independent School District, San Antonio, Texas Northeastern University OCLC Metadata Contract Services Ohio State University Libraries State Library of Pennsylvania Quality Books Stanford University Libraries George Washington University

17. Why did NCSU choose to participate? To force ourselves to learn Copy-heavy institution Support-staff-heavy institution Trying to re-invigorate our training program How do records of various types co-exist happily? Assessment/usability & cost/value

18. About cataloging activities @ NCSU 19 Metadata & Cataloging staff –7 in Monographs –6 in Serials & Continuing Resources –4 in Metadata & Data Quality –1 Technology Support for Technical Services –1 NCSU Libraries Fellow Highly centralized 2009-2010 output –60,568 physical & electronic titles (MARC) –50,504 physical volumes (MARC) –12,909 digital image assets (non-MARC) –779 digital text assets (non-MARC) –669.75 linear feet of manuscript materials (non-MARC) –2,943 faculty citations (non-MARC)

19. About cataloging activities @ NCSU MARC … OCLC & SirsiDynix Symphony EAD … Archivist’s Toolkit VRA Core … VCat MODS … local “Digital Assets” database Dublin Core … Dspace

20. About the test – Timeline July-September 2010 –Test partners prepare and deliver training, begin creating practice RDA records October-December 2010 –Test partners produced records for test –http://www.loc.gov/catdir/cpso/RDAtest/rdatestrecords.htmlhttp://www.loc.gov/catdir/cpso/RDAtest/rdatestrecords.html January-May 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. –Institutional analysis of records and surveys. –Decision expected for ALA Annual, June 2011.

21. About the test Common sets Extra set Surveys –Institutional surveys –Cataloger demographic surveys –Record-by-record surveys

22. NCSU Statistics Common set original: 25 Common set copy: –met NCSU criteria for upgrade: 4 –did not meet NCSU criteria for upgrade: 1 Extra set with surveys: 462 –MARC Original: 390 (includes 201 ETDs) –MARC Copy: 62 –MODS: 10 NCSU was the 5 th highest record creator

23. GETTING EXPERIMENTAL: TRAINING FOR THE RDA TEST

24. Approach to training @ NCSU Involved all Metadata & Cataloging staff Was not to be a debate about the merits of RDA Would not cover everything –Focused on what cataloger’s needed to know for the test Established a training team It had to succeed!

25. Approach to training @ NCSU Training team –Christee Pascale, Associate Department Head –Jacquie Samples, Continuing & Electronic Resources Librarian –Patrice Daniels, Monographs –Anne Navarro, Monographs –Lisa Madden, Continuing & Electronic Resources

26. Training @ NCSU – Curriculum FRBR Workshop RDA Core Training Breakout Group Sessions ALCTS webinars & ongoing discussion

27. What we’ve learned so far Resetting the training & expertise baseline is kind of cool Performing a test in a live, production environment has consequences Unlearning is hard Energy is a good thing in and of itself

28. Things we know in our heads but it is still good to be reminded of Most libraries do not train from scratch Catalogers like when expectations are clear and documentation is up to date Support staff like when their supervisors know the answers to their questions Cataloging managers like when LC decides what to do first

29. What we still don’t know Costs for implementation Time study results User assessment

30. NCSU RDA Survey Statistics NCSU’s largest RDA record contribution was original bibliographic records: 75% original, 25% copy Breakdown of contributed cataloging by format: –74% monographic, 23% continuing resources, 3% non-MARC After 3 months, most NCSU cataloger’s spent 15-40 minutes creating an original book RDA record –Progress: creation time is comparable to original book AACR2 cataloging –Future: as RDA experience & policy clarity increases, time to create an RDA record should continue to decrease

31. WHAT’S NEW IN AN RDA RECORD

32. Fewer Abbreviations AACR2 xiv, 324 p. : ill., ports. ; 23 cm. RDA xiv, 324 pages : illustrations, portraits ; 23 cm AACR2 [S.l. : s.n., 2004]. RDA [Place of publication not identified] : [publisher not identified], [2004].

33. Transcription: “Take What You See” Edition statement on piece: second edition AACR2:2 nd ed. RDA:Second edition. Title on piece: Melallization of polymers AACR2:title proper: Melallization [i.e. Metallization] of polymers RDA: title proper: Melallization of polymers variant title: Corrected title: Metallization of polymers

34. General Material Designation (GMD) AACR2 used GMD in title field –[videorecording], [electronic resource], [kit] … RDA replaces GMD with 3 new elements: –Content type text, two-dimension moving image, computer program … –Media type computer, video, unmediated … –Carrier type videodisc, online resource, audio disc, volume …

35. Systems Impact NCSU added all new MARC fields (ourselves) to our SirsiDynix Symphony policy tables GMD/RDA Content, Media & Carrier Type Fields –NCSU is not displaying and/or utilizing these fields in Endeca –We currently facet & draw icons based on item data –For staff, hit lists & reports in Symphony are a bit of an issue without the GMD as easy format notation

36. RDA Record Examples in MARC The Blue Planet –http://www2.lib.ncsu.edu/catalog/record/NCSU2348417http://www2.lib.ncsu.edu/catalog/record/NCSU2348417 Ocular disorders presumed to be inherited in purebred horses –http://www2.lib.ncsu.edu/catalog/record/NCSU2278482http://www2.lib.ncsu.edu/catalog/record/NCSU2278482 Realizing the promise of conservation buffer technology –http://www2.lib.ncsu.edu/catalog/record/NCSU2407642http://www2.lib.ncsu.edu/catalog/record/NCSU2407642 Directory of North Carolina Libraries –http://www2.lib.ncsu.edu/catalog/record/NCSU2368917http://www2.lib.ncsu.edu/catalog/record/NCSU2368917

37. Documentation & Resources NCSU: –http://go.ncsu.edu/rdahttp://go.ncsu.edu/rda –or Search Confluence for “RDA Test” Library of Congress –http://www.loc.gov/catdir/cpso/RDAtest/rdatest.htmlhttp://www.loc.gov/catdir/cpso/RDAtest/rdatest.html –Download RDA records: http://www.loc.gov/catdir/cpso/RDAtest/rdatestrecords.html http://www.loc.gov/catdir/cpso/RDAtest/rdatestrecords.html Metadata Registry –http://metadataregistry.org/rdabrowse.htmhttp://metadataregistry.org/rdabrowse.htm

38. QUESTIONS?