November 2012 - CatSIG - lists.ecs.vuw.ac.nz

How to prepare for RDA
by Chris Rae Todd 22 Nov '12

22 Nov '12

Hi folks, I thought some of you might be interested in this compilation of some emails originally sent to the AUTOCAT email list 1. What is the best way for catalogers to prepare for the full implementation of RDA on March 31, 2013? What do you recommend in terms of courses, webinars, training materials, handbooks, etc.? David Simon Librarian II New Haven Free Public Library New Haven, CT Phone: 203-946-7459 Fax: 203-946-8140 Email: dsimon(a)nhfpl.org<mailto:dsimon@nhfpl.org> 2. I found the free webinar on the RDA Toolkit to be very helpful. You learn to navigate the rules and what's in them. Barbara Brownell. Multicultural Books & Videos 3. a. http://www.loc.gov/catworkshop/RDA training materials b. Use of controlled substances )-: This is not an official statement from LC. The first reflects official LC policy and what is done within LC, and is available free for all. The second does not reflect LC policy, but might help in its own way. Aaron Wolfe Kuperman Library of Congress, ABA USPL, Law Cataloging Section This is NOT an official communication from the Library of Congress. 4. The Library of Congress has comprehensive training material available online, for free. Look under the Training block at: http://www.loc.gov/aba/rda/ Adam Schiff has an excellent side-by-side comparison between AACR2 and RDA. Multiple versions are available at his home page: http://faculty.washington.edu/aschiff/ The following websites offer various snapshots of the changes associated with RDA: Changes from AACR2, by the JSC: http://www.rda-jsc.org/docs/5sec7rev.pdf MARC21 changes for RDA, by LC: http://www.loc.gov/marc (select "RDA in MARC" link on the page) OCLC changes for RDA: http://www.oclc.org/support/documentation/technicalbulletins (#258, 260, 261) The following titles are available from ALA Publishing (www.alastore.ala.org<http://www.alastore.ala.org>), as a sample of handbooks, read the reviews and decide whether to buy: Oliver, Chris. Introducing RDA: a Guide to the Basics. (ISBN: 978-0-8389-3594-1) $45. Maxwell, Robert. Maxwell's Handbook for RDA: Explaining and Illustrating RDA, Resource Description and Access using MARC. (ISBN: 978-0-8389-1172-3) $85. El-Sherbini, Magda. RDA: Strategies for Implementation. (ISBN: 978-0-8389-1168-6) $65. ALA's ALCTS (Association for Library Collections and Technical Services), offers a number of webinars: http://www.ala.org/alcts/confevents/upcoming/webinar/cat. (Pay at first, then they transition to free later on.) A variety of state and regional groups are offering various programs, workshops, etc. In general, paying for training offers the ability to ask questions as you go. Free material requires more self-motivation to navigate and may have a scope or focus beyond your immediate needs. One must therefore balance time and money investments in choosing which route to follow. In the end, nothing replaces access to and working with the actual standard though. Catalogers currently trained in AACR2 may find the "backdoor" access of the online Toolkit's mapping from AACR2 to RDA to be particularly beneficial at first -- the FRBR underpinnings of RDA results in some unexpected locations for various rules (the new locales make sense when one reflects on things, but can be challenging to find in the heat of the moment). The print version offers an access model that may be more financially palatable, at the detriment of lacking the online version's bells and whistles, and of being somewhat out of date. John F. Myers, Catalog Librarian Schaffer Library, Union College Schenectady NY 12308 myersj(a)union.edu<mailto:myersj@union.edu> 518-388-6623 5. I was actually thinking about this some myself this week. Here are three helpful tools I have found. ALCTS YouTube channel for RDA: http://www.youtube.com/playlist?list=PL1AAFB573158DC4A1&feature=plcp ALCTS webinar archive: http://www.ala.org/alcts/confevents/past/webinar LibGuide on RDA from the University of Montana: http://libguides.lib.umt.edu/RDA I have to say, I have found the LibGuide to be the most helpful of these so far. I was thinking about creating a LibGuide for the other employees at my library, but I may just share this one with them and save myself the work. I hope these resources help! Emily Krug Emerging Technologies and Cataloging Librarian Somerset Community College Learning Commons Somerset, KY 606-451-6715 emily.krug(a)kctcs.edu<mailto:emily.krug@kctcs.edu> 6. Lots and Lots of training. Repetition to become familiar with the concepts and applications. I noticed the LC RDA training courses can be helpful, but some were prepared in March, and a lot of things have changed since then. I got a bit lost because the version of RDA I was looking at on my computer did not look the same as the version in March 2012, so once you get past that and past the increasing amount of outdated information shared, they can be helpful. Since my emphasis is authority control, I am getting the most out of MARC21 for Authority data and cross-checking against RDA, LC PCC PS, LC guidelines and DCMZl. I was worried I was getting too old to pick up this new way of looking at things, but I think I may have a handle on it...only because we have been going over and over and over these principles. Judith Kirk Coordinator, Authority Control Western Michigan University Libraries Kalamazoo, MI 49008 I hope people find at least some of these responses useful cheers Chris Chris (Christine) Todd Team Leader, Cataloguing Team 1 National Library of New Zealand The Department of Internal Affairs Te Tari Taiwhenua Direct Dial: +64 4 474 3093 email: chris.rae.todd(a)dia.govt.nz<mailto:chris.rae.todd@dia.govt.nz> The National Library is pleased to announce the official reopening on 27 November 2012 of its refurbished Wellington building. If you just can't wait come to our building on Molesworth Street between 10am - 5pm Monday - Saturday to find out more about what we have on offer - the Alexander Turnbull Reading Rooms and Turnbull Gallery are open now. ==== CAUTION: This email message and any attachments contain information that may be confidential and may be LEGALLY PRIVILEGED. If you are not the intended recipient, any use, disclosure or copying of this message or attachments is strictly prohibited. If you have received this email message in error please notify us immediately and erase all copies of the message and attachments. Thank you. ====

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Re: [CatSIG] RDA Records in NZ library catalogues
by Sarah Menzies 05 Nov '12

05 Nov '12

Thank you for the links Chris and for the tips on searching for RDA records in the NUC. Auckland Libraries will find these useful. I have just checked and found that we have over 680 RDA records so far. Our answers to the questions below are: a) Any reactions to the records from other staff and users: No reactions or questions so far that we are aware of. This may be partly because we have chosen not to display the 336-338 fields in our OPAC. b) How the records display in your OPAC and how the new fields are (or aren’t) indexed: o We have suppressed the 336, 337 & 338 from display in the OPAC and in AquaBrowser. We have no plans to index these fields, although would like to look at the potential for adding them as filtering/faceting options in future. o We display the relationship designators in the full record only but are not indexing them. c) Anything about these records that you are having to change at the moment so that they work in your system: o We have had MARC updates 9-13 applied to Millennium and are in the process of having MARC update no. 14 applied (it is on our Test system currently). Cataloguers are changing the 264 field in RDA records to 260 in the meantime in order not to have it display as an invalid field. We are updating our indexes also but not for RDA specifically. For RDA, we only have the addition of the 518|d, |o and |p fields so far. We would be interested to know if other libraries are or plan to index other fields. d) Anything about these records that you have questions about and are wondering how or whether to edit: We are bound to have questions in time but do not so far at the moment as far I am aware. The three Auckland Libraries team leaders have started work on an RDA copy-editing cheat sheet for our cataloguers. We hope to complete this soon and will be happy to share. Regards, Sarah Sarah Menzies | Team Leader Cataloguing - North & West Auckland Libraries - Ngā Whare Mātauranga o Tāmaki Makaurau Ph 09 486 8473 | Extn (43) 8473 | Mobile 021 242 9767 | Fax 09 486 8519 Email: sarah.menzies(a)aucklandcouncil.govt.nz<mailto:sarah.menzies@aucklandcouncil.govt.nz> Auckland Council, Takapuna Library Building, The Strand, Takapuna Private Bag 93508, Takapuna, Auckland, 0740 Visit our website: www.aucklandcouncil.govt.nz<http://www.aucklandcouncil.govt.nz/> Visit the Auckland Libraries' website: www.aucklandlibraries.govt.nz<http://www.aucklandlibraries.govt.nz> [Auckland Council] CAUTION: This email message and any attachments contain information that may be confidential and may be LEGALLY PRIVILEGED. If you are not the intended recipient, any use, disclosure or copying of this message or attachments is strictly prohibited. If you have received this email message in error please notify us immediately and erase all copies of the message and attachments. We do not accept responsibility for any viruses or similar carried with our email, or any effects our email may have on the recipient computer system or network. Any views expressed in this email may be those of the individual sender and may not necessarily reflect the views of Council.

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RDA Update from National Library
by Chris Rae Todd 05 Nov '12

05 Nov '12

Hi All, The National Library cataloguers are now up to our fifth week of RDA training. We are working in 3 groups of 7 or 8 people and we schedule 4 hours each week for RDA. The rest of the time it's business as usual. The normal pattern for the 4 hour session is: * 10-15 minutes recap and questions from the previous week. * 1 hour - 1 1/2 hour powerpoint presentation on the topic for the week * the group then practice individually or together * for the last 30 minutes the group gets back together to share questions, examples or other items of interest We are using the LC training presentations as the basis for our training, however we edit and remove slides depending on their relevance to our situation. Mostly we are removing slides that emphasise less common situations as we want to be sure that we have a good grasp of basic principles applied to records for normal resources. We have completed work on describing manifestations and items (with an emphasis on print monographs) and in the week beginning November 12th we will start looking at identifying works. This part of our training is available on the DescribeNZ wiki http://nznuc-cataloguing.pbworks.com/w/page/60600175/RDA%20Training%20Part%… Our draft RDA cataloguing policies are also available on DescribeNZ. As we work our way more carefully through the RDA instructions we are identifying areas where we might want to review our original policies, so these draft policies could well change over the next few months. We also continue to follow news about RDA and the Bibliographic Framework developments on various listservs. The three Cataloguing Team Leaders (Charlotte Stretton, Janess Stewart and I) will be in Canberra from November 6-9 attending the National Library of Australia's RDA Train the Trainer course. I will send out another update reporting on that training when we get back. Best regards Chris Chris (Christine) Todd Team Leader, Cataloguing Team 1 National Library of New Zealand The Department of Internal Affairs Te Tari Taiwhenua Direct Dial: +64 4 474 3093 email: chris.rae.todd(a)dia.govt.nz<mailto:chris.rae.todd@dia.govt.nz> The National Library is pleased to announce the official reopening on 27 November 2012 of its refurbished Wellington building. If you just can't wait come to our building on Molesworth Street between 10am - 5pm Monday - Saturday to find out more about what we have on offer - the Alexander Turnbull Reading Rooms and Turnbull Gallery are open now. ==== CAUTION: This email message and any attachments contain information that may be confidential and may be LEGALLY PRIVILEGED. If you are not the intended recipient, any use, disclosure or copying of this message or attachments is strictly prohibited. If you have received this email message in error please notify us immediately and erase all copies of the message and attachments. Thank you. ====

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FW: [rdaaust] RDA awareness training
by Chris Rae Todd 02 Nov '12

02 Nov '12

Hi All, This email came through on the Australian RDA list so I am sending it on to CatSIG, just in case anyone is interested. Chris Chris (Christine) Todd Team Leader, Cataloguing Team 1 National Library of New Zealand The Department of Internal Affairs Te Tari Taiwhenua Direct Dial: +64 4 474 3093 email: chris.rae.todd(a)dia.govt.nz<mailto:chris.rae.todd@dia.govt.nz> The National Library is pleased to announce the official reopening on 27 November 2012 of its refurbished Wellington building. If you just can't wait come to our building on Molesworth Street between 10am - 5pm Monday - Saturday to find out more about what we have on offer - the Alexander Turnbull Reading Rooms and Turnbull Gallery are open now. . From: rdaaust-request(a)nla.gov.au [mailto:rdaaust-request@nla.gov.au] On Behalf Of Lynn Farkas Sent: Monday, 29 October 2012 4:06 p.m. To: aglin-l(a)nla.gov.au; rdaaust(a)nla.gov.au Subject: [rdaaust] RDA awareness training Dear Colleagues (including managers, supervisors and non-cataloguers!), apologies for cross-posting Lynn Farkas Information Services is pleased to announce the first of a series of training sessions on the introduction of RDA (Resource Description and Access), the new cataloguing guidelines. Our first two offerings will centre around 'RDA Awareness' - getting staff at all levels to think about how RDA will affect their areas and their clients. Cataloguing is the engine that drives library services, so changes in how and what libraries catalogue will have a flow-on effect to all other parts of the organisation. The sessions we outline below address that impact. They are designed to help your staff think about, and begin planning for, appropriate change. Our RDA awareness courses are short 1-hour introductions to specific topics, targeting the needs of non-cataloguing staff, team leaders, section heads and library managers - as well as practicing cataloguers. Please note that we will be offering more intensive full-day training for cataloguers (focusing on the practical details of cataloguing with RDA) in the first quarter of 2013, closer to the time when many national services will be cataloguing with the new guidelines. Course Details Course title: Managing RDA Venue: Lynn Farkas Information Services, 18 Howchin Place, Torrens ACT Duration: 1 hour Presenters: Lynn Farkas, Helen Rowe Date: Thursday, 22nd November 2012 Time: 9am - 10am Cost: $88.00 per person, including GST Summary: This session introduces RDA and explains how it affects various aspects of libraries and their user services. We deal in turn with the implications for customer services staff, top management, and cataloguing managers and supervisors. This session is designed for supervisors and managers at all levels, who have practical concerns about whether and/or how their sections might need to adjust policies and procedures. The focus of the session is on change management, policy planning and awareness of implementation decisions. Note: although we will refer to some of the new RDA guidelines to illustrate areas which might be affected, this course will not cover the cataloguing differences between RDA and AACR2 in detail. Can't get away from your office? Why not join our Webinar on Tuesday 27th November 2012, from 2.30pm to 3.30pm. The cost is the same - $88.00 per person (including GST) Course title: Managing RDA Venue: interactive online Webinar session accessed from your desktop Duration: 1 hour Presenters: Lynn Farkas, Helen Rowe Date: Tuesday 27th November 2012 Time: 2.30pm - 3.30pm Cost: $88.00 per person, including GST Summary: as above. Course title: Demystifying FRBR and FRAD Venue: interactive online Webinar session accessed from your desktop Duration: 1 hour Presenters: Lynn Farkas, Helen Rowe Date: Thursday 29th November 2012 Time: 10am - 11am Cost: $88.00 per person, including GST Summary: If you're not even sure what FRBR or FRAD are, this session is for you! We will explain FRBR (Functional Requirements for Bibliographic Records) and FRAD (Functional Requirements for Authority Data) and how they underpin the new RDA cataloguing guidelines. More importantly, we will explain why you need to know about them and how this will help your cataloguing workflow. This session is designed to get staff used to new ways of thinking about cataloguing, in preparation for using the new RDA guidelines. The focus of the session is on understanding FRBR/FRAD concepts and terminology, with a practical interactive exercise to help consolidate these ideas. Cataloguers will find it particularly useful as a prequel to RDA training - and it will also help non-cataloguing staff understand this new initiative. This session is only offered as a Webinar at this stage. Note: Although we may refer to some of the new RDA guidelines to illustrate FRBR concepts, this course will not cover the cataloguing differences between RDA and AACR2 in detail. Never participated in a Webinar before? We'll send you details of how to 'attend' and what to expect. The Presenters Our presenters Lynn Farkas and Helen Rowe are experienced cataloguers, qualified trainers and designated RDA trainers. Both Helen and Lynn recently completed the National Library's intensive 'train-the-trainer' RDA course - so you'll be in good hands! Bookings Course sizes are limited for both face-to-face sessions and webinars. To book for either of these courses, please email Helen Rowe therowes3(a)bigpond.com<mailto:therowes3@bigpond.com>. If you are interested in 'Managing RDA', please ensure you state your preference for the face-to-face or Webinar option. We look forward to training you. Lynn Farkas Director, Lynn Farkas Information Services P/L PO Box 7068, Farrer, ACT 2607 Phone (02) 6286 4818 ==== CAUTION: This email message and any attachments contain information that may be confidential and may be LEGALLY PRIVILEGED. If you are not the intended recipient, any use, disclosure or copying of this message or attachments is strictly prohibited. If you have received this email message in error please notify us immediately and erase all copies of the message and attachments. Thank you. ====

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RDA records in Wellington City Libraries' catalogue
by Pauline Hayter 01 Nov '12

01 Nov '12

Hi All Thanks for that message Chris, WCL's catalogue currently includes about 130 RDA records residing (almost) happily alongside the AACR2 ones. In answer to your four questions: A) No reactions so far from staff outside cataloguing, or our patrons B) & C) As we can dictate (through the use of what are called "Bib forms") what tags/subfields can display in our OPAC (our in-house system is CARLX) there is no problem with display of the full record, although currently we do have a problem with the 264 tag, subfield "c" in the search results lists - our parameters generate publication date display in short title records (in all modules) from 260/c, so any RDA records with a 264 tag will not display a date - we have requested a change to our parameters from the CARL/TLC folk but I don't think that will happen in a hurry - therefore we have decided (for now) to change the 264 tag to a 260 tag in our own system after bringing the record in. D) We do not edit any RDA records on the NUC and do minimal editing on them in our own system - mainly because a little knowledge is a dangerous thing! - but sometimes add pagination, or fix the copyright date symbol. I have been looking at documentation on the internet which has been helpfully put up there by some caring cataloguers - there are some editing cheat sheets which may be useful on the Special Libraries Cataloguing site:- http://special-cataloguing.com/node/1408 & lately I have been looking at Yale University's documentation - an example here re the 264 tag:- http://www.library.yale.edu/cataloging/Orbis2Manual/CIP2RDA.htm & I have also gone through LC's "Using the RDA toolkit" document:- http://www.loc.gov/aba/rda/pdf/ToolkitCourse.pdf to help with navigating the RDA rules universe. We will have to develop, or are willing to work with others to develop, some kind of cheatsheet or a set of guidelines for how to deal with editing CIP RDA records - at the moment we are just letting sleeping dogs lie pretty much, but that can't last ... Regards Pauline Pauline Hayter Advanced Cataloguer Wellington City Libraries ph. 04-801-4094 Email: Pauline.hayter(a)wcc.govt.nz

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RDA Records in NZ library catalogues
by Chris Rae Todd 01 Nov '12

01 Nov '12

Hi All, Janess, Charlotte and I have been thinking about what might be helpful for people in dealing with RDA right now - with more records becoming available and while we're still in a pre-implementation period. Here are some thoughts that we hope might be useful 1. Looking at RDA records so that we gain some idea of their content and some of the differences between RDA and AACR2. The recent CatSIG RDA seminar included an activity looking at records. This is available on the DescribeNZ wiki at http://nznuc-cataloguing.pbworks.com/w/file/59465135/Identifying%20RDA%20Re… It is also possible to look for RDA records in the NUC, the New Zealand Libraries Catalogue and the National Library's own catalogue, by searching on the keyword "rdacarrier" 2. Assessing how RDA records function in our catalogues at the moment. Some libraries will already have quite a few RDA records in their catalogues and it would be useful share experiences of a) any reactions to the records from other staff and users b) how the records display in your OPAC and how the new fields are (or aren't) indexed c) anything about these records that you are having to change at the moment so that they work in your system d) anything about these records that you have questions about and are wondering how or whether to edit. National Library of New Zealand has about 100 RDA records in our catalogue at the moment. Our answers to the above questions are as follows: a) With so few records it's no surprise that we have had no comments from other staff about any changes (with the exception of one former cataloguer who noticed some differences in record content). b) At present our Voyager OPAC doesn't display the 336-338 fields (the content type, media type and carrier type fields) but these fields are indexed in the general keyword index. The new MARC 264 field covering publication/ distribution, copyright, etc. also doesn't display in the OPAC. We will look at getting this changed. Relationship designators (e.g. author, illustrator, librettist) display in the OPAC and are indexed in the general keyword index. c) With so few records coming in at this stage, we have done virtually no editing. The one change we made to a record was to get the copyright symbol to display correctly. d) We haven't had any RDA records come in that seemed to need lots of changes yet, although we realise that we will need to look at CiP records at some stage. I'm hoping the comments that come in for c) and d) will help us develop some kind of cheatsheet or set of guidelines to deal with RDA records in this transition period. If there are libraries that have already developed something of this sort, or found someone else's guidelines that you are following, it would be great if you were willing to share this with the rest of us. Have a good weekend Chris Chris (Christine) Todd Team Leader, Cataloguing Team 1 National Library of New Zealand The Department of Internal Affairs Te Tari Taiwhenua Direct Dial: +64 4 474 3093 email: chris.rae.todd(a)dia.govt.nz<mailto:chris.rae.todd@dia.govt.nz> The National Library is pleased to announce the official reopening on 27 November 2012 of its refurbished Wellington building. If you just can't wait come to our building on Molesworth Street between 10am - 5pm Monday - Saturday to find out more about what we have on offer - the Alexander Turnbull Reading Rooms and Turnbull Gallery are open now. ==== CAUTION: This email message and any attachments contain information that may be confidential and may be LEGALLY PRIVILEGED. If you are not the intended recipient, any use, disclosure or copying of this message or attachments is strictly prohibited. If you have received this email message in error please notify us immediately and erase all copies of the message and attachments. Thank you. ====

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