RDA: Development, Implementation and Application

British Library Perspectives

Alan Danskin Metadata Standards Manager

OVERVIEW

• From AACR2 to RDA

• How RDA is managed

• International Perspectives

• BL Implementation

• Outcomes

• Links

From AACR2 to RDA

3

1978 1988 1998 2002

1997 Toronto

Conference

[AACR3]

2004 2010

Editor

appointed

Tom Delsey

2005

New Title FRBR

Published

RDA Constituencies

National Associations

American Library Association

Canadian Library Association

CILIP (Chartered Institute of Library & Information Professionals)

National Libraries

British Library

Deutsche Nationalbibliothek

Library & Archives Canada

Library of Congress

National Library of Australia

RDA Business Model and Management Structure

COP (Committee of Principals)

ALA,CLA,CILIP BL,DNB,LAC, LC, NLA

Co-publishers (ALA, CILIP, CLA)

JSC (Joint Steering Committee for Development of RDA)

ACOC, CCC, CILIP, BL, DNB, LC

Fund (Trustees)

(ALA, CILIP, CLA)

Australian Committee on Cataloguing

Canadian Committee on Cataloguing

Joint Steering Committee for Development of RDA

…with a virtual Gordon Dunsire

Revision Process

AUGUST Proposals by constituencies or RDA Community OCTOBER Responses by constituencies NOVEMBER JSC meets (annually) to approve (or not) APRIL Update published Discussion Papers: to build consensus Fast Track: low impact; full review not required.

INTERNATIONAL PERSPECTIVES

IMPLEMENTATIONS

British Library

Brigham Young University

Cambridge University Library

OLIS/Bodleian Library

Library of Congress

National Library of Australia

University of Chicago

National Library Board of Singapore

National Agricultural Library

National Library of Medicine

Trinity College Dublin

University of Warwick

Stanford University

Universidade de Caxias do Sul (Brazil)

2013 2014-

Koninklijke Bibliotheek

Library and Archives Canada

National Library of New Zealand

Philippines

Courtauld Institute of Art (UK)

London School of Economic

National Library of Scotland

German Speaking Library

Community (2013-2015)

Germany

Austria

Switzerland

National Library of Finland

(2015)

EURIG

• 2013 Survey

• 31 members (15 responses)

• 8 had made decision to implement RDA

• 4 more than last year

RDA TRANSLATIONS

May 14th Toolkit Release

• French translation

• German translation

Official translations in progress

• Chinese (print only) early 2014?

• Spanish (online and print)

RDA Updates

Annual Updates

• RDA first update April 2012

• RDA second update 9 July 2013

• Content history

Forthcoming changes listed on JSC Website

Implementation is only the beginning…

Regular toolkit releases

– 11 December 2012: rewording

– 14 May 2013 release: rewording

– 9 July 2013 release

– 12 November 2013 release

Fast track changes

Releases are announced in the Toolkit Development Blog

http://www.rdatoolkit.org/development

British Library Implementation

British Library is..

National Library of the United Kingdom

1,500 staff operating on two main sites

120 cataloguers (full and part time)

London

Boston Spa

British Library is..

One of 5 Legal Deposit libraries in UK

Legal Deposit Intake*

• 122,873 Monographs

• 35,516 Serial titles

• 1,652 Maps

• 917 Music Scores

*Annual Report 2012/13

RDA BUSINESS CASE: COSTS

Development (JSC)

Planning

Lost production (estimated 20,000 items)

Subscription

BUSINESS CASE: BENEFITS

Infrastructure

Strategic Continuity

International partners

Linked data

Better Cataloguing

– Consistency

– Authority Control

– Electronic resources

– Content / Carrier

SYSTEMS IMPACTED

• Aleph ILS: acquisition and cataloguing

• PRIMO: search interface

• Catalogue Bridge

– Computers and utilities

– Managing and manipulating MARC data

– Imports & exports

• MARC Report: Validation

SYSTEMS ISSUES

Import/Export profiles

Batch Upgrade (automatching)

MARC changes implemented on Aleph (95 change requests)

Most changes affect authority records

New indexes

Shared configurations with UK community

Templates / Macros

MARC Report

Very little change to PRIMO

LEGACY DATA

LC NACO re-distribution of authority data Additional clean-up

Metadata enhancement has other drivers Long term enhancement:

Identification of works and expression Enrichment of attributes

Hybrid records are a fact of life

TRAINING

• Training c. 227 staff

Train the trainer approach

Documentation based on LC modules

Cataloguers: (121)

Classroom + hands on practice + review period

Support staff: (106)

Job specific

TRAINING PROGRAMME: CATALOGUERS

Principles and changes from AACR2

Introductory FRBR/ RDA Seminar (2 hours)

Toolkit 2 hours

RDA Training: 6 modules over 5 days

classroom and hands on practice

RDA Review (5-10 days)

+ additional sessions for specialists

TRAINING MODULES: CATALOGUERS

• Mandatory – Identifying manifestations and items – Describing Carriers – Identifying Works – Identifying Expressions and describing content – Relationships – Authority Control

• Optional – FRBR for the Terrified – RIMMF

Training programme: other roles

• Acquisitions, Copy Cataloguing, Finishing

–Job focused

–Classroom (2 sessions)

–Team based training

–Managers attended cataloguer training and have toolkit access

RDA TRAINING 2012-13

Total RDA training days = 951.3

or

4.5 FTE (full time equivalent)

OUTCOMES

015 |a GBB328186 |2 bnb

040 |a Uk |b eng |c Uk |d Uk |e rda

08204 |a 001.4 |2 23

1102 |a Research Information Network (Organization), |e author.

24512 |a A new direction for the Research Information Network.

264 1 |a London : |b Research Information Network, |c December

2011.

300 |a 19 pages : |b illustrations (colour) ; |c 25 cm

336 |a text |2 rdacontent

337 |a unmediated |2 rdamedia

338 |a volume |2 rdacarrier

500 |a Title from cover.

61020 |a Research Information Network (Organization)

www.bl.uk 34

WORKFLOWS

Narrative for application

•Monographs

•Scores

•Serials

•Name Authorities

Links

RDA Records

RDA Bibliographic Records in

production Db (July 2013)

42,622

Created by BL 18,015

RDA Authority Records in

LC/NACO

467,085*

Created/amended BL 16,605

* Post RDA Phase II

headings update

PRODUCTIVITY

• Individual productivity targets suspended

• Production hit was 25k records

• Mitigation strategies kept output on target at end of year (31/3/2013)

PRODUCTIVITY

No impact on cataloguers’ productivity:

BUT

More names established for certain types of material:

– Conference proceedings

– Collaborations

– Compilations

Revised guidance issued to staff to limit impact

Cataloguing issues • High Level

– Change to well established policies and procedures

– Realising the benefits/deferral of gratification

– Quality Assurance

• Cataloguing

– Compilations / Collaborations

– Cataloguer Judgement – “unduly onerous”

– Authority Control productivity/demands

Questions?

THANK YOU

alan.danskin@bl.uk

Links • Joint Steering Committee for the

Development of RDA

• http://www.rda-jsc.org/

• RDA Toolkit http://www.rdatoolkit.org/

• Open Metadata Registry http://metadataregistry.org/

• RDA namespace http://rdvocab.info/

• Bibliographic Framework Transition Initiative

• http://www.loc.gov/marc/transition/