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Resource Description And Access: The Practical Impact of RDA

Resource Description And Access: The Practical Impact of RDA. Patricia Longo OLA Conference February 2, 2008. Based on information from:. JSC website Presentations by: Sue Andrews Marjorie Bloss Jennifer Bowen and John Attig Don Chatham Gordon Dunsire Deirdre Kiorgaard

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Resource Description And Access: The Practical Impact of RDA

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  1. Resource Description And Access:The Practical Impact of RDA Patricia Longo OLA Conference February 2, 2008

  2. Based on information from: JSC website Presentations by: Sue Andrews Marjorie Bloss Jennifer Bowen and John Attig Don Chatham Gordon Dunsire Deirdre Kiorgaard Chris Oliver Barbara Tillet

  3. New workflows for a new age • Metadata created by a wider range of personnel and by computers • Automatic data capture from online resources themselves • Use of external descriptive data in digital form from publishers, creators, etc. • RDA acknowledges the changes in the way cataloguing will be done

  4. New workflows for a new age • RDA incorporates different methods of capturing and generating metadata • RDA is a metadata standard compatible with web architecture and interoperable with semantic web initiatives to facilitate metadata exchange

  5. New workflows for a new age • Online workflow requires an online tool

  6. New format for a new age • Primarily designed as a web tool for use in online, networked environment • Accessible from desktop as other cataloguing tools • Accessible to all cataloguing staff • Efficiently integrates into online cataloguing workflow

  7. New format for a new age • Primarily a digital hypertext document • Easier to zero in on relevant instructions • Easier to navigate cross-references • Useful “keyword” searching of headings, definitions, or text • Definitions are just a click away • Mouse over features and hotlinks give easy access to examples and related rules

  8. Online Product Functionalities • Scrollable browse of text, TOC and index • Links to cross references within RDA, to other collections and products, and to outside environment • Notes and bookmarks • Export for printing • Profile-related features

  9. Online Product Functionalities • Advanced, keyword, controlled vocabulary, and TOC search capability • Interoperability with OCLC, ILS vendors, and other cataloguing tools by way of content links keyed to catalogue record fields • Choice of full or custom view

  10. Online Product Functionalities • Data input templates or worksheets for different encoding schemes (ISBD, MARC, Dublin Core) • Ability to use existing, or create new workflows, or step-by-step guides

  11. Online Product Functionalities • “Crosswalk” to AACR2 that will provide related AACR2 rules numbers or text for reference • AACR2 to RDA index

  12. Online Product Functionalities • Focus is on users and the information and guidance that they need

  13. Making Decisions/Choosing Options • RDA will offer many alternatives or options; Only a few required elements • Who decides which alternatives or options to apply? • LAC, and other national libraries • Other governing bodies (OCLC, PCC) • Individual institutions

  14. Making Decisions/Choosing Options • LAC will make national application decisions on some options and provide guidance to Canadian libraries • OCLC/PCC will make decisions for cataloguing under their control

  15. Making Decisions/Choosing Options • At the individual library level, RDA will lead cataloguers through an explicit, logical decision process • Will build cataloguer judgment based on principles

  16. Making Decisions/Choosing Options • Focus of RDA is on content not on display • RDA offers guidelines, not rules • A more flexible and extensible set of guidelines for existing and future resource types

  17. Coding RDA Records in MARC 21 • Most RDA data elements can be incorporated into MARC 21 • There will be some modification of MARC 21 e.g. new data element to replace GMDs • RDA Joint Steering Committee is working with MARC 21 developers to map RDA to MARC and vice versa

  18. Using RDA with Other Metadata Encoding Schema • Structure of RDA maps to its two underlying conceptual models: FRBR and FRAD • Structure of RDA also maps to two related metadata models: Dublin Core Abstract Model and <indecs> Metadata Framework

  19. Using RDA with Other Metadata Encoding Schema • Plans to develop a Dublin Core/RDA Application profile • In support of this, plans to define RDA Element Vocabulary (fields) and to disclose RDA Value Vocabularies (content of fields) on the Web

  20. Using RDA with Other Metadata Encoding Schema • RDA elements can map to a number of encoding and presentation syntaxes e.g. MARC 21, ISBD, RDF compliant XML, Dublin Core

  21. Compatibility with Existing Records • Compatible with legacy records, little or no retrospective conversion of records required • Intention to maintain compatibility for access points • Changes are analyzed to assess impact on existing catalogues

  22. Compatibility with Existing Records • Compatible with internationally established principles and models and metadata standards

  23. Integration with Library Systems • MARBI (MARC format developers) and system vendors are preparing for RDA • MARC fixed field codes will be adapted for new content types developed between RDA and ONIX (publishing trade organization)

  24. Integration with Library Systems • Integration of new content type codes into library systems could allow users to restrict searches to general or specific classes of content

  25. Integration with Library Systems • System vendors will be able to more easily integrate RDA into cataloguing modules e.g. developing workflows, templates and context-sensitive help that utilize the functionality of the web-based RDA product

  26. Integration with Library Systems • RDA/ONIX framework being developed to allow publishers’ metadata to be harvested to populate RDA records • This requires vendors to integrate functionality and new content and carrier codes into systems

  27. Training for RDA • Cataloguers will need some training in RDA • New terminology and new organization to learn • Orientation to underlying conceptual models and principles • Training on rules that have changed between AACR2 and RDA

  28. Training for RDA • Training will be offered by various groups; plans already underway • LAC, in partnership with British Library, Library of Congress, and National Library of Australia, will work on implementation of RDA, including training, documentation, and national application decisions

  29. Training for RDA • Online product itself will facilitate teaching and learning through • Worksheets • Step-by-step workflow guides

  30. Training for RDA • Worksheets • Facilitate initial introduction for experienced cataloguers and training of new cataloguers • Links from worksheet to instructions for each data element • System vendors may customize cataloguing input applications to provide similar links to RDA

  31. Training for RDA • Step-by-step workflow interface will facilitate training for: • New cataloguers • Those learning to catalogue different types of material

  32. Price • Not yet established, but probably a sliding scale depending on number of users, size and type of institution

  33. In summary • The potential practical impact of RDA is far-reaching: • Improve access and ease of use of the major descriptive cataloguing tool • Provide theoretical framework and more options to strengthen cataloguer judgment

  34. In summary • Provide extensible guidelines for all types of materials, current and future • Facilitate cataloguing training and creation of records • Facilitate the use of external sources of metadata, and metadata built into electronic resources, for creating records

  35. In summary • Produce metadata that can be used with a number of metadata encoding schema • Change the way our catalogues work through adherence to FRBR and FRAD models; clarify relationships between entities and improve collocation

  36. In summary • Improve the search function in catalogues through enhanced content and carrier coding and description

  37. More Information • JSC web site: http://www.collectionscanada.ca/jsc/rda.html • Access to drafts, general information, meeting outcomes, and FAQ • Comments on drafts are welcome • Look for a new prototype soon at http://www.rdaonline.org

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