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RDA: Strategies for Implementation

Jul 2013 | 408pp

Paperback
9781856048347
Price: £59.95
CILIP members price: £47.95


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RDA: Strategies for Implementation

Magda El-Sherbini

In this important book El-Sherbini tackles key questions about how the new cataloguing standard will be implemented by cataloguing professionals, offering an orientation in the conceptual background and the structure of RDA: Resource Description and Access from a practical and technical perspective, including a detailed comparison with AACR2. Firmly rooted in the concrete application of RDA, with numerous sample records, this book:

  • Covers FRBR-driven tasks, FRBR-Group relationships, and principles of FRAD, including how FRAD impacts the RDA application
  • Analyzes the roles of manifestations and items, such as pre-cataloguing decisions, preferred sources of information, and mandatory elements of description
  • Discusses works and expressions for specific library materials, from methods of recording primary relationships to constructing the authorized access point and recording relationships
  • Offers advice for using RDA Toolkit, with tips for efficient navigation in RDA Toolkit using workflows and searching techniques
  • Digs deeply into a variety of technical issues, including RDA’s effect on OPAC displays, implementation of the new RDA fields that represent adding new elements, adjusting systems to accommodate the new MARC21 fields, integrating new records using RDA with older records, when to re-catalogue a set of manifestations, exporting an RDA-based bibliographic record from OCLC into the OPAC, choosing RDA elements to describe your library materials (core vs. full elements), upgrading OCLC records to RDA, and many more.  

Readership: Cataloguers, LIS students, archivists and any cataloguing professional wanting to gain a better understanding of the new cataloguing standard.

1. From AACR2 to RDA

  • Introduction
  • History and Background
  • The Need for a New Cataloging Code
  • RDA Objectives
  • RDA Principles
  • RDA’s Impact on Cataloging
  • References  

2. Differences between AACR2 and RDA 

  • Introduction 
  • General Differences 
  • Differences in Description 
  • Differences in Access Points 
  • Recording the Preferred Title for a Compilation of Works 
  • References 
  • Acknowledgments 
  • Additional Resources   

3. RDA implementation strategies

  • Introduction 
  • General Training Tips for Catalogers 
  • Decision-Making by Cataloging Agency 
  • Integrating the New RDA Records with Legacy Records and Deciding to Re-Catalog a Set of Manifestations (Locally or Through OCLC) 
  • Exporting RDA-Based Bibliographic Records from OCLC into Your OPAC 
  • RDA and PCC Participants
  • RDA’s Effect on OPAC Displays
  • Strategy for Implementing the New MARC 21 Fields to Accommodate RDA Elements
  • Adjusting the Online System to Accommodate the New MARC 21 Fields
  • Vendor Services and RDA
  • How to Access RDA from LC and OCLC 
  • Conclusion
  • References
  • Additional Resources  

4. Functional requirements for bibliographic records

  • Introduction
  • What is FRBR? 
  • How the FRBR Model Affects the Cataloging Display 
  • Conclusion 
  • References 
  • Additional Resources 
  • Contents   

5. Identifying manifestations and items

  • Introduction 
  • General Principles 
  • Pre-Cataloging Decisions—Identification of the Resource Being Cataloged 
  • Recording Elements of Description of the Manifestation 
  • Specific Instructions for Special Materials 
  • Related Manifestations (RDA 27) [MARC 21 Tags 5xx and 76x–787] and Related Items (RDA 28.1) [MARC 21 Tags 5xx and 76x–787] 
  • Related Items (RDA 28.1) [MARC 21 Tags 5xx and 76x–787] 
  • References 
  • Additional Resources   

6. Identifying works and expressions and the entity responsible for creating them

  • Introduction 
  • Identifying the Work 
  • Identifying Expressions 
  • Relationships 
  • Additional Resources   

7.  RDA Toolkit

  • Introduction 
  • How to Browse and Search RDA Toolkit 
  • Accessing RDA Toolkit 
  • Browsing RDA Toolkit 
  • RDA Quick and Advanced Search 
  • References   

8. Examples of RDA records

  • Bibliographic Records
  • Authority Records   

9. Checklists 

  • Checklist for Copy Catalogers 
  • Checklist for Original Catalogers 
  • Checklist for Authority Control 
  • Reference

"...an excellent resource for cataloguers who are in the midst of implementing RDA. It will also be useful for managers and trainers, who can use the many tips for implementation and the checklists. Libraries that have already implemented RDA would also find this book useful to have in their cataloguing reference collections...This book would be an excellent addition to personal or professional collections in any library."
- Library Resources and Technical Services

"This handbook provides practical and technical background on the new cataloguing standard, Resource Description and Access (RDA), a set of guidelines that provide instructions for descriptive cataloguing. Techniques are illustrated with b&w screen shots throughout. The book begins with material on the rationale for a new cataloguing code and looks at the differences between AACR2 and the new standard. The handbook then presents implementation strategies, delving into functional requirements for bibliographic records and providing details on how to identify manifestations and items, and works and their creators. There is also a section on how to browse and search the RDA Toolkit, which is an online product that allows users to interact with a collection of documents and resources related to cataloguing. The handbook closes with detailed checklists for copy cataloguers, original cataloguers, and authority control."
- Reference and Research Book News

"This book on strategies for implementation of RDA is a practical guide. It provides useful information at a foundation level and will be useful for LIS teachers as well as for LIS students."
- IFLA Education and Training Section Newsletter

"This book provides a good explanation of RDA… It should help cataloguers understand the new rules and how they differ from the old ones."
- OLAC Newsletter

"...worthwhile as background reading for cataloguers and cataloguing departments moving into the adoption of RDA."
- Australian Academic and Research Libraries

Magda El-Sherbini is Head of The Ohio State University Libraries' Cataloging Department. In this capacity, she oversees the Department’s cataloging activities. She supervises the department's four cataloging units as well as four faculty members and their respective staffs. In addition to her administrative duties, El-Sherbini serves on numerous library committees and is the author of numerous library publications. She served as a member of the ALA RDA Advisory Board, which addresses issues related to the online publishing of RDA, tests the product online, and provides feedback to the publisher.

1. From AACR2 to RDA

Chapter 1 is an introduction that discusses the history and background of AACR2, the need for a new cataloguing code, the objectives and principles of RDA, the benefits of users and catloguers, and collaboration with other communities and standards.

2. Differences between AACR2 and RDA

Chapter provides a detailed comparison between RDA and AACR2 in order to illustrate the similarities and differences between the two standards.

3. RDA implementation strategies

Chapter 3 discusses RDA implementation strategies and includes the following topics:

  • General tips for cataloguers
  • Selecting the type of RDA description
  • Transcribing data elements from the source
  • Decision-making by cataloguers
  • Integrating new RDA records with the legacy records and making a decision to re-catalogue a set of manifestations
  • Exporting RDA-based bibliographic records from the Online Computer Library Catalog (OCLC) into your
  • Opinion Public Access Catalog (OPAC)
  • RDA and the PCC participants
  • RDA’s effect on OPAC displays
  • Strategy for implementing the new MARC 21 fields to accommodate the new RDA elements
  • Adjusting the online system to accommodate the new MARC 21 fields
  • Authority processing using vendor services and RDA
  • Accessing RDA records from OCLC and LC.   

4. Functional requirements for bibliographic records

Chapter 4 offers an explanation of the Functional Requirements for Bibliographic Records (FRBR) and Functional Requirements for Authority Data (FRAD). In this chapter, the reader will find an explanation of FRBR Group 1, Group 2 and Group 3 entities. A section is devoted to the FRBR user’s tasks, FRBR-group relationships, basic principles of FRAD, FRAD’s impact on RDA application, and RDA structure.

5. Identifying manifestations and items

Chapter 5 provides descriptions of manifestation and item. It includes discussions about pre-cataloguing decisions, language and script, transcription, preferred source of information, and mandatory elements of description.

6. Identifying works and expressions and the entity responsible for creating them

Chapter 6 discusses works and expressions for specific library materials. This includes recording the primary relationship between manifestation and work embodied in the manifestation, constructing the authorized access point, and recording relationships.

7.  RDA Toolkit

Chapter 7 provides tips for using RDA Toolkit, and includes instructions on how to search and browse RDA Toolkit, how to create a workflow, how to use AACR2 rule numbers to search RDA, and howto search using RDA elements versus the table of contents.

8. Examples of RDA records

Chapter 8 provides RDA examples of specific types of library materials. Most of the examples are taken from the Library of Congress catalogue, The Ohio State University catalogue, and the University of Chicago catalogue. Some examples were created to illustrate specific situations in cataloguing.

9. Checklists

Chapter 9 includes three checklists: a copy cataloguing checklist, an original cataloguing checklist, and an authority records checklist. These are based on checklists created by several libraries, with some modifications and additions that are appropriate for a more general discussion.

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