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US RDA Test and Implementation or Not

This document outlines the US RDA test timeline, preparations, test process, results, and implementation considerations for libraries. It covers the purpose of the test, timeline, test components, survey results, and how to prepare for RDA implementation or continuing with existing rules. It also provides guidelines on training, policy decisions, and impact on library systems and users. Stay informed and prepare for changes in cataloging standards and practices. Test your RDA knowledge and readiness by following the outlined steps.

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US RDA Test and Implementation or Not

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  1. US RDA Test and Implementation or Not Barbara Tillett For the Texas Library Association Conference April 12, 2011

  2. http://www.loc.gov/bibliographic-future/rda/ US Test of RDA

  3. Purposes of the US RDA Test • To determine benefits versus costs • To see if initial release achieved the JSC objectives • Already knew JSC has list of issues to address after the first release • To determine whether the three US national libraries will implement the initial release of RDA • Yes, no, or with conditions

  4. Assumptions of the Test • Results to be shared • Test in current systems • All data from the test will be freely available • Testers experiences compared to codes they currently apply

  5. U.S. RDA Test Timeline June 2010 ALA released RDA Toolkit June-Aug.31 ALA allowed free access to RDA Toolkit to everyone who registered June-Sept. 30 U.S. testers were training and had time to practice Oct. 1-Dec. 31 U.S. test of RDA Jan.-May 2011 analysis of test results June 2011 decisions by U.S. national libraries (expected by ALA) 5

  6. Preparing for the Test MARC 21 format adjustments in local ILS Local decisions on RDA alternatives/ options - documentation Local decision on which elements to include beyond the RDA Core elements Templates and macros set up for standard data Practice time after basic training 6

  7. The Test • Common Original Set (25 titles) • AACR2 (or other current rules) • RDA • Common Copy Set (5 titles) • Extra Original Set • Extra Copy Set • Surveys

  8. Results of the Test • Surveys for cataloger’s experience and costs • Feedback on user reaction to records built on RDA instructions • To help inform future adjustments to RDA • To help improve the IFLA models and principles • Test records http://www.loc.gov/catdir/cpso/RDAtest/rdatestrecords.html 10,570 RDA bibliographic records 12,800 RDA authority records 8

  9. Implementing RDA? • If “yes” to that question, need to get ready • If “no” to that question, still need to get ready • RDA bibliographic and authority records in shared databases & local catalogs • RDA access points in non-RDA records • If you don’t know the answer, still need to get ready

  10. Who needs to get ready? • You • Your library colleagues • Your library’s ILS • Your library’s users

  11. How to prepare yourself 1. Become familiar with FRBR and FRAD: entities, terminology, user tasks 2. Review available training materials and documentation 3. Explore RDA Toolkit or printed version of RDA if have access; if not, review last full draft (caveat: some aspects changed): http://www.rdatoolkit.org/constituencyreview

  12. How to prepare yourself 4. View webcasts/webinars and attend briefings, workshops, etc. 5. Read books and articles about RDA 6. Talk with cataloging colleagues in your library: share what you know with each other

  13. How to prepare yourself 7. Talk with cataloging colleagues in other libraries 8. Create RDA practice records 9. Create more RDA practice records !!

  14. How to prepare your colleagues • Staff in all parts of your library • Tell them what you’ve learned about FRBR, FRAD, RDA, MARC • In appropriate levels of detail • Telling someone else ensures you really do understand

  15. Prepare your library: If implementing RDA • Make policy decisions with colleagues from various areas: • Elements beyond RDA core elements you will include in own records and accept in copy records (consult with vendor and consortium as needed) • Decisions on options and alternatives or always apply cataloger judgment • Changes in existing records (e.g., form of access points, GMD vs. 336-338 fields)

  16. Prepare your library: If not implementing RDA • Make policy decisions with colleagues from various areas: • Add RDA records from vendors or other libraries to your catalog for resources in your collection? • If adding RDA records, accept with no changes? If make some changes, what changes?

  17. Library system impact if RDA records in your catalog • Talk with IT staff and/or vendor to ensure MARC 21 RDA changes were implemented (have been issued as regular MARC updates) • Make decisions on display and indexing of new fields in your OPAC

  18. Training and implementation • If implementing RDA: • Develop training materials • Give demonstrations of the RDA Toolkit • Review mappings • Create templates, macros, workflows • Practice, practice, practice !!! • Discuss practice/real records • Foster cataloger judgment (includes “stamping out tweaking” of others’ records)

  19. Training and implementation • If not implementing RDA: • Explain changes from AACR2 so staff can understand records in WorldCat, etc. (and especially if RDA records will be added to your catalog) • Explain changes in MARC 21 formats

  20. Inform your library’s users • Explain changes in display and indexing • If your policy is not to change authorized access points to the same form in all records, give guidance where forms are different

  21. Down the road ... • Stay informed/investigate: • Controlled vocabularies on the Web • Linked data • Encoding schema successor to MARC 21 • Talk with colleagues in other information communities (e.g., archives, museums) • Enjoy exciting challenges and opportunities!

  22. Suggested reading

  23. Help with RDA • Instructions • LChelp4rda@loc.gov • RDA Toolkit • “Support” in the Toolkit • Via www.rdatoolkit.org

  24. Resource Description and Access: Background / Overview. Speaker: Barbara Tillett. Recorded May 14, 2008. Running time: 67 minutes. Available at:http://www.loc.gov/today/cyberlc/feature_wdesc.php?rec=4320 Cataloging Principles and RDA: Resource Description and Access. Speaker: Barbara Tillett. Recorded June 10, 2008. Running time: 49 minutes. Available at: http://www.loc.gov/today/cyberlc/feature_wdesc.php?rec=4327 [FRBR for Non-Catalogers.] FRBR: Things You Should Know but Were Afraid to Ask. Speaker: Barbara Tillett. Recorded March 4, 2009. Running time: 57 minutes. Available at:http://www.loc.gov/today/cyberlc/feature_wdesc.php?rec=4554 Webcasts (the free software for RealPlayer is needed to see and hear these Webcasts, it is available freely on the Internet)

  25. AACR2, RDA, VIAF, and the Future: there to here to there. Speaker: Barbara Tillett for the NISO Webinar: “Bibliographic Control Alphabet Soup: AACR to RDA and Evolution of MARC”. Recorded October 14, 2009. Available through October 2010 at: https://www.livemeeting.com/cc/niso/view?id=2JTZCS&pw=B%22f%3F8M8 Q&A: http://www.niso.org/news/events/2009/bibcontrol09/questions/ RDA Changes from AACR2 for Texts. Speaker: Barbara B. Tillett. Recorded January 12, 2010. Running time: 75 minutes (41 minutes of presentation followed by Q&A). Available at: http://www.loc.gov/today/cyberlc/feature_wdesc.php?rec=4863 RDA Test “Train the Trainer” (Training modules). Presented by Judy Kuhagen and Barbara Tillett, January 15, 2010; Northeastern University, Boston, Mass. Modules 1-9 http://www.loc.gov:8081/bibliographic-future/rda/trainthetrainer.html RDA: Looking to the Future: Information Systems and Metadata. Speaker: Barbara Tillett. Recorded March 9, 2010. Running time: 54 minutes. Available at: http://www.loc.gov/today/cyberlc/feature_wdesc.php?rec=4967 Webcasts (the free software for RealPlayer is needed to see and hear these Webcasts, it is available freely on the Internet)

  26. Webcasts in Spanish RDA: Recursos Descripción y Acceso: Antecedentes y Aspectos de su Implementación. Speaker: Barbara Tillett. In Spanish. Recorded August 13, 2009. Running time: 85 min. Available at: http://www.loc.gov/today/cyberlc/feature_wdesc.php?rec=4736 RDA: Recursos, Descripción y Acceso - Cambios en las pautas de catalogación y desafíos para la implementación, por Peru y Costa Rica, Septiembre-Octubre, 2010. Speaker: Barbara Tillett. Recorded: December 2010. Available at: http://www.loc.gov/today/cyberlc/feature_wdesc.php?rec=5138

  27. Training modules - Free RDA Test “Train the Trainer”, Modules 1-9. Presented by Judy Kuhagen and Barbara Tillett, January 15, 2010; Northeastern University, Boston, Mass. at: http://www.loc.gov/bibliographic-future/rda/trainthetrainer.html Module 1: What RDA Is and Isn’t Module 2: Structure Module 3: Description of Manifestations and Items Module 4: Identifying Works, Expressions, and Manifestations Module 5: Identifying Persons Module 6: Identifying Families(filmed at the Library of Congress, March 1, 2010) Module 7: Identifying Corporate Bodies Module 8: Relationships Module 9: Review of Main Concepts, Changes, Etc. PowerPoint files of the Modules (with speaker’s notes) and accompanying material are freely available at: http://www.loc.gov/catdir/cpso/RDAtest/rdatraining.html

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