Some Backgrounds of RDA

1. Some Backgrounds of RDA • A Seminar on RDA • Friday, June 22, 2012 • Thammasat University Library • Bangkok, Thailand • This Presentation is Prepared by • Mr. Andrew H. Wang Ms. Shu-En Tsai • Vice President Executive Director • OCLC Asia Pacific OCLC Asia Pacific Services • OCLC, Inc. OCLC, Inc. • Dublin, Ohio, U.S.A. Dublin, Ohio, U.S.A. • WANGA@OCLC.ORG TSAIS@OCLC.ORG

2. Acknowledgement • THANKS TO • Advanced Media Supplies Co. Ltd. (AMS) • For organizing this seminar • AND • Thammasat University Library • For hosting this seminar

3. Acknowledgement • Following resources consulted for preparation of this presentation • 1. Hitchens, Alison. RDA 101: Getting to Know Resource, Description and Access. Presentation for CASLIS, March 30, 2010. • 2. Kuhagen, Judith A. RDA Essentials. Presentation for Connecticut Library Association, Technical Services Section, November 4, 2010. • 3. Maxwell, Robert L. Introduction to RDA. Presentation for Utah Library Association, May 14, 2010. • 4. Maxwell, Robert L. In Depth Differences Between RDA and AACR2. Presentation for Utah Library Association, May 14, 2010.

4. Realistic Expectation of This Seminar • By attending this seminar on RDA • You will NOT become an EXPERT on RDA • You will have a general understanding on • what RDA is • If you ARE a cataloger, you should do further study • on RDA • If you are NOT a cataloger, you may be bored

5. What is RDA? • RDA = Resource Description and Access • RDA is to replace Anglo-American Cataloging Rules, Second Edition (AACR2) • WHEN? • Library of Congress has announced its plan to implement RDA on March 31, 2013 • OCLC Connexion Service (namely, OCLC Cataloging Service) has been ready to support RDA

6. What is Cataloging? • Bring order out of mess • Consolidate mass of detailed information • into an organized, easy-to-find fashion • Bring together related information • Authority control • Subject headings • Functional Requirements for Bibliographic Records (FRBR)

7. Why Do We Need Cataloging Rules? • Create consistency • Easy for users to find information • Standardize practices • Among catalogers of same library • Among other libraries • Nationally and internationally • For End Results • Ease of use • Economy

8. Anglo-American Cataloguing Rules (AACR) • First published in 1967 • Designed for use in the construction of catalogs • and other lists in general libraries of all sizes • Cover the description of, AND the provision of • main and added entries for, all library materials • commonly collected “at the present time” • The age of card catalogs • No Internet; No World Wide Web

9. AACR – Cataloging Principles • Cataloging from the item “in hand” rather • than inferring information from external • sources • Concept of “chief source of information” • which is preferred where conflicts exist

10. Anglo-American Cataloguing Rules 2nd edition (AACR2) • Published in 1978, 11 years after AACR • Still the age of card catalogs • Still NO Internet; Still NO World Wide Web • Reconciled British and North American texts • Adoption of International Standard Bibliographic Description (ISBD) • De-superimposition in the U.S.A. — changed the • previous practice of entering corporate names under • place, to their distinctive names according to AACR2 • Style — Chicago Manual of Style • Spelling — Webster’s New International Dictionary

11. Anglo-American Cataloguing Rules 2nd edition (AACR2) • Part I — Provision of information describing • the item being cataloged • Part II — Description and establishment of • headings under which the descriptive • information is to be presented to catalog • users, and with the making of references to • those headings

12. Anglo-American Cataloguing Rules 2nd edition (AACR2) — Amendments • AACR2 — 1988 revision • AACR2 — 1998 revision • AACR2 — 2002 revision • Annual updates in 2003, 2004 and 2005 • Replaced by Resource Description and Access • (RDA) — released in June 2010 • Incorporates Functional Requirements for Bibliographic Records • (FRBR) and Functional Requirements for Authority Data (FRAD) • A framework more flexible and suitable for use in a digital • environment

13. Resource Description and Access (RDA) • Emerged from the International Conference on the Principles & Future Development of AACR, held in Toronto, Canada in 1997 • Requiring a substantial revision to AACR2 and thus could have been known as AACR3 • Abandoned AACR3 in favor of a new set of rules which is now known as “Resource Description and Access” (RDA)

14. Resource Description and Access (RDA) • A set of instructions for cataloging of books and • other materials held in libraries and other cultural • organizations such as museums and galleries • A new standard designed for use in a digital • environment • Built on foundations established by the Anglo- • American Cataloguing Rules (AACR) • To replace AACR2

15. Resource Description and Access (RDA) – Based on IFLA’s … • Functional Requirements for Bibliographic Records • (FRBR, 1998) • Functional Requirements for Authority Data • (FRAD, 2009) • Statement of International Cataloguing Principles • (ICP, 2009) • Functional Requirements for Subject Authority Data • (FRSAD, 2010)

16. Resource Description and Access (RDA) • Based on Functional Requirements for • Bibliographic Records (FRBR) • Establishing a hierarchy of relationships in • bibliographic data • AACR2 — format-based • RDA — FRBR-based, namely, relationship-based • Records created according to RDA should • be compatible with existing records created under • the rules of AACR2

17. JSC • The Joint Steering Committee for Development of RDA (JSC) is responsible for maintaining RDA • JSC was also responsible for maintenance of AACR • Organizations represented on JSC • The American Library Association • The Australian Committee on Cataloguing • The British Library • The Canadian Committee on Cataloguing • CILIP: Chartered Institute of Library and Information Professionals • The Library of Congress

18. The Committee of Principals • The Committee of Principals oversees the development of RDA • Organizations represented on the Committee of Principals • The American Library Association • Canadian Library Association • CILIP: Chartered Institute of Library and Information Professionals • The Library of Congress • Library and Archives Canada • The British Library • National Library of Australia

19. RDA Testing in the U.S.A. • RDA testing in the U.S.A. was in response to • concerns expressed by the Library of Congress • Working Group on the Future of Bibliographic • Control (a non-LC group appointed to advise LC) • Three national libraries in the U.S.A. • The Library of Congress (LC) • The National Library of Medicine (NLM) • The National Library of Agriculture (NLA) • established a steering committee to coordinate testing of RDA

20. RDA Testing in the U.S.A. • 26 partners participated in the RDA Testing • 1. The Library of Congress (LC) • 2. The National Library of Medicine (NLM) • 3. The National Library of Agriculture (NLA) • 4. Backstage Library Works • 5. Brigham Young University, Harold B. Lee Library • 6. Carnegie Library of Pittsburgh • 7. Clark Art Institute Library • 8. College Center for Library Automation, Florida • 9. Columbia University • 10. Douglas County Libraries, Colorado

21. RDA Testing in the U.S.A. • 26 partners participated in the RDA Testing • 11. Emory University • 12. George Washington University • 13. GSLIS Group (Dominican University, University of Illinois at Urbana-Champaign, University of Wisconsin-Milwaukee) • 14. Minnesota Historical Society • 15. Morgan Library and Museum • 16. Music Library Association / Online Audiovisual Cataloguers, Inc. • 17. North Carolina State University Libraries • 18. North East Independent School District, San Antonio, Texas

22. RDA Testing in the U.S.A. • 26 partners participated in the RDA Testing • 19. Northeastern University • 20. OCLC Metadata Contract Services • 21. Ohio State University Libraries • 22. Quality Books • 23. Stanford University Libraries • 24. State Library of Pennsylvania • 25. University of Chicago • 26. University of North Dakota

23. RDA Testing in the U.S.A. • Representation of RDA Test Participants in the USA • All types and sizes of libraries • National, government, academic, public, school, and special libraries • Library schools • Archives • Museums • Book vendors • Library system developers • Consortia

24. RDA Testing in the U.S.A. • Goal of RDA Testing • to assure the operational, technical and • economical feasibility of RDA

25. RDA Testing in the U.S.A. • Schedule of RDA Testing • Through September 30, 2010 • Training of the participants in the U.S.A. • October 1 — December 31, 2010 • Testing — Creation of RDA test records • January 1 — March 31, 2011 • Analysis and evaluation • Library of Congress has announced its plan to begin implementation of RDA on March 31, 2013

26. Identification of RDA MARC Records • Bibliographic Records • Field 040 ǂerda • Authority Records • Field 040 ǂerda

27. RDA Publishers • The American Library Association (ALA) • The Canadian Library Association (CLA) • *The Chartered Institute of Library and Information Professionals (CILIP) • *A united Kingdom professional body, formed from the unification of the Institute of Information Scientists (IIS) and The Library Association (LA) • These are the same publishers of AACR and AACR2

28. RDA Structure • General introduction • Identifying elements (entities and their attributes) • Chapters 1-7: work, expression, manifestation, item • Chapters 8-16: person, family, corporate body, place • Relationships: Chapters 17-22, 24-32 • Appendices • Glossary

29. RDA Publications Element Set Full Text www.rdatoolkit.org

30. RDA Publications Introducing RDA: A Guide to the Basics By Chris Oliver www.rdatoolkit.org

31. Some Backgrounds of RDA • Thank You!