Rda Module 4: Navigating the RDA Toolkit

transcript

MODULE 4 : NAVIGATING THE RDA TOOLKITAdapted by: Rebecca Burbank,

Based on slides created by: Marcia Salmon

Outline of RDA Toolkit Training

Accessing the RDA Toolkit

Introduction to the RDA Toolkit

Navigating RDA Toolkit Documents

Searching the RDA Toolkit

User Contributed Workflows and Mappings

ACCESSING THE RDA TOOLKIT

Logging into RDA Toolkit

Logging into the RDA Toolkit

We will login to the RDA Toolkit in two ways

1. IP Recognition for McGill’s Site Subscription licence

When using a computer on campus, or the McGill VPN, you will be logged in automatically

2. Individual subscription login Logging in with username and password to

access your profile

Logging into the RDA ToolkitIP Recognition for Site Subscription licence

McGill users are authenticated through the proxy server, logging into RDA toolkit is automatic

Easy to tell that when logged into the McGill account, you should see this in the top right hand corner of screen

INTRODUCTION TO THE RDA TOOLKIT

About the RDA Toolkit

RDA has been created by a collaboration of international libraries lead by the Joint Steering Committee

The Toolkit has been published by the ALA, CLA and CILIP

The link to About the RDA Toolkit is located at the bottom of the navigation bar

Benefits of the RDA Toolkit

Benefits of the RDA Toolkit1

RDA content and RDA software are combined in the RDA Toolkit

As a web tool – greater flexibility and versatility

Easier to integrate into your daily work

Can be used in many different ways, by many different levels of staff

NAVIGATING RDA TOOLKIT DOCUMENTS

RDA Tab

The RDA Tab allows for browsing of the RDA content

Starting point for browsing the Table of Contents

RDA: Navigating RDA Using Table of Contents

The content of RDA may be browsed in the RDA Table of Contents

Click the plus sign to expand and browse the RDA table of contents

Scavenger Hunt

From the RDA Table of Contents, locate 19.1.1 Sources of Information

Are there any LCPS associated with this element?

RDA: Glossary

There are many new terms in RDA

Therefore there are hyperlinks in the text of RDA to glossary terms

Clicking on these hyperlinks leads to the definition of the term in the glossary

RDA: Glossary

Clicking Status of Identification brings us to the glossary

The glossary is also listed in the Table of Contents

RDA: Synchronize with Table of Contents

Synch TOC Icon synchronizes the Table of Contents with the section of RDA that is being displayed

Useful when scrolling or following links in the Toolkit

RDA: Print Text

Click the Print Text icon to create a PDF document which maybe printed

RDA: Viewing Options

The elements viewed in the RDA Toolkit can be filtered

From the View Text Menu you have the option of viewing:

•The Full text of RDA

•The Core Elements

•Elements without the examples

•Elements without personal bookmarks

RDA: View Text

To hide examples in RDA click Hide Examples on View Text menu

The filtered icon indicates that the RDA document is filtered

Click Show Examples on View Text menu to undo the Hide Examples display of RDA

Scavenger Hunt

Using the View Text Icon hide the examples in the RDA Toolkit

Using the Table of Contents, locate element 19.2.1.3

Using the View Text Icon display the examples in the RDA Toolkit

Who is the 3rd example shown?

RDA Element Set View

The Tools Tab has documents that assist in accessing RDA content

One of these documents in the Tools Tab is the RDA Element Set View

RDA uses Functional Requirements for Bibliographic Description (FRBR) and

Functional Requirements for Authority Data (FRAD) as a theoretical framework

RDA Element Set View: FRBR

This section can be used to explore RDA through the FRBR Model and see how they correlate to RDA

RDA Element Set View: FRAD

FRAD Entities were created for relating the data in library authority records to the needs of the users

RDA can be explored via the FRAD model Table of Contents

Scavenger Hunt:Where do the grey hyperlinks lead to?

RDA Mappings

The Tools Tab contains documents that assist in accessing RDA content.

One of these documents in the Tools Tab is the RDA Mappings

“RDA is a content standard meaning that it contains guidelines and instructions on recording bibliographic data that describes resources and the presentation or encoding

of data is not part of the main text of RDA”

RDA Mappings: MARC Bibliographic to RDA

MARC is the most popular encoding standard for encoding bibliographic data for library catalogues.

The RDA Mappings tool maps RDA elements to corresponding MARC bibliographic elements, in either direction

Scavenger Hunt

Locate the MARC Bibliographic to RDA Mapping

How many RDA elements are mapped to 300 $b ?

RDA Mappings: RDA to MARC Bibliographic

While there is often a one-to-one correspondence between RDA and MARC 21, there are cases where the level of granularity in the MARC 21 element set and RDA element set differs.

New MARC 21 bibliographic data fields created for the implementation of RDA: 336, 337, 338

Scavenger Hunt

Locate the RDA to MARC Bibliographic Mapping

Which MARC fields are mapped to RDA Instruction Number 2.12.8?

RDA Mappings: RDA to MARC Authority Mapping

RDA to MARC Authority Mapping can also be viewed in either direction

RDA Mappings: RDA to MODS Mapping

Metadata Object Description Schema (MODS) is a schema for a bibliographic element set

MODS was designed as a compromise between the complexity of the MARC format and the extreme simplicity of Dublin Core metadata

Workflows

Specific workflows can be designed to guide everyday procedures

Entity Relationship Diagrams

The Tools Tab contains documents that assist in accessing and understanding RDA content

The Entity Relationship Diagram (ERD) documents are located here

FRBR and FRAD are entity relationship models

These entity relationship models may be illustrated in diagrams

ERDs: Entity Relationship Diagrams

The Resources Tab allows contains documents related to RDA

One of these documents in the Resources Tab is the Anglo-American Cataloguing Rules Second Edition (AACR2) 2002 revision

It’s key word searchable…

The text of AACR2 may be browsed using the navigation bar

This symbol is used for internal links to various sections of the AACR2

This symbol is used to link AACR2 to the corresponding guideline in RDA

Synch TOC, Bookmark and Print Text functions are available

Library of Congress Policy Statements

The Resources Tab contains documents related to RDA

One of these documents is the Library of Congress Policy Statements (LCPS)

The Library of Congress Policy Statements (LCPS) are the equivalent of the Library of Congress Rule Interpretations (LCRI) for AACR2

Library of Congress Policy Statements (LCPS) covers pre-cataloguing decisions, LC and PCC practice

It is hoped that the other National Libraries that contributed to RDA will make their policy statements available in the RDA toolkit

The LCPS is also embedded in the related sections of RDA

This symbol is used to link the RDA to the full text of LCPSLCPS

Other Resources

The Resources Tab contains documents related to RDA

Within the Resources Tab are links to Other Resources

Other Resources

There are links to the following resources, these resources open in a separate browser window:

FRBR FRAD FRSAD MARC Standards Dublin Core Meta Data Initiative Open Archives Initiative Open Metadata Registry LC Cataloger's Desktop XC Extensible Catalog

SEARCHING THE RDA TOOLKIT

Quick Search

The RDA Quick Search box is located by the user menu

The RDA Quick Search allows for the searching of: RDA Chapters, Appendices and Glossary for words or phrases RDA instruction numbers

Scavenger Hunt

Using the quick search function, find three elements that contain the word Montreal.

Advance Search

Advanced Search

Click on the Advanced Search Icon in the user menu

Advanced Search

Words or phrases may be searched

The documents being searched may be selected

The search of RDA may be limited by: Instruction Number, Description Type, Content Type,

Media Type, Issuance Type and Work Type

Examples may be excluded from the search

There is a link to Search Tips from the RDA Toolkit Help

Searches may be saved when logged into your profile

Advanced Search

Scavenger Hunt

Searching within RDA locate all instances of the words Music Score

How many results are there outside of the glossary?

Challenge: if you exclude the examples, how many results do you get?

AACR2 Rule Number Search

RDA may be searched by AACR2 Rule Number in the Advanced Search screen

Enter AACR2 rule number in the AACR2 Rule Number search box

The following are the results for the AACR2 Rule Number Search for AACR2 2.5B2

Creating and Using User Profile

The User Profile

User profiles allow for the personalization of the RDA Toolkit by giving users the ability to: Save Searches Create Bookmarks Create Workflows Create Mappings

The user profile maybe updated or reset

Creating A User Profile

Click on Create Profile icon

Enter information needed to create a new profile such as full name, profile name, email address and password

Agree to the RDA Toolkit terms and conditions by checking the Agree box

Then click Create

The User Profile

Login to user profile by entering Profile Name and Password and pressing Enter, or by clicking the Login Icon

Login Icon

Training Profile

Profile Name: Training Session

Password: mcgill

Logging into the RDA ToolkitIndividual Subscription Login

Institutional and single user’s name are displayed when logged in

The My Profile, Support and Log Out icons are displayed

Institutional and user’s name are displayed when logged into the individual’s profile

When logged into your profile these icons will display:

My Profile

Support

Log Out

The User Profile

Report technical issues via the RDA Toolkit Support Centre

Access this page with the Support Icon or Feedback Button

RDA: Bookmark

Sections of RDA text maybe bookmarked by clicking on the Bookmark Icon

RDA: Bookmark

In the Managing Bookmarks box click on Add to add new bookmark

RDA: Bookmark

Click in the RDA document to set the location of the bookmark

RDA: Bookmark

In the Add Bookmark box type Bookmark Name and Bookmark Annotation box add annotation and click Set

RDA: Bookmark

The following icon denotes that a section of the RDA document has been bookmarked

Bookmarks are saved in the My Profile – Managing Personalizations section

RDA: View Text

To hide bookmarks in RDA click Hide Bookmarks on View Text menu

The Bookmark Icon will disappear

Click Show Bookmarks on View Text menu to undo the Hide Bookmarks display of RDA

Scavenger Hunt

Using the table of contents, find section 17

Create a bookmark at the location assigned to you

Use your name as the Bookmark Name

USER CONTRIBUTED WORKFLOWS AND MAPPINGS

Creating a Workflow or Mapping

The Tools Tab allows for the creation of user contributed content that is used to assist in accessing RDA

The two types of user contributed content in the Tools Tab are the Workflows and Mappings

Workflows or Mappings

Workflows may be used to:

Create customized, user created guides for RDA Toolkit documents and external web resources

Share best practices for cataloguing types of materials or local cataloguing agency policies

Workflows also may be shared

About Workflows

This is an example of Workflow for a Simple Book created by the Library of Congress

Creating Workflows

To create a workflow, click on Create Workflow

Creating Workflows

In the Name Your Workflow box. Enter the Workflow title.

Use an existing workflow as a starting point by selecting a work flow in the Copy Existing Field

Clicking on Go opens Workflow Editor

Creating Workflows

Add workflow content using the Workflow Editor Click on the save icon to save the workflow

Scavenger Hunt

Looking within the Tools Tab, find the Shared Workflows titled: ‘LC Staff: Simple Book’, & ‘LC Staff: Simple Book (MARC)’

What is the organizational difference between the two?

About Mappings

The RDA Mappings documents are the official mappings

Customized mapping between RDA and a metadata standard may be created and shared

User generated and shared mappings are located under the Mappings section

Click on Create Mapping to begin

Creating Mappings

Enter the Mapping title in the Name Your Mapping box

Use an existing mapping as a starting point by selecting a work flow in the Copy Existing Field

Clicking on Go opens Mapping Editor

Creating Mappings: Mapping Editor Add mapping content using the Mapping Editor click on

the save icon to save the mapping

Sharing and Linking to a Workflow or Mapping

Sharing Workflows or Mappings

There are three levels of permissions for sharing workflows and mappings:

Private: May only be viewed by the creator of the workflow and mapping

Subscription: May be viewed by all users with the same subscription

Public: May be viewed by everyone accessing RDA Toolkit

Sharing Workflows

The level of access granted to workflows may be changed via the User Profile

Click on Change Sharing Mode to change the level of access granted to other users

Select the level of permission and click Update

Sharing Workflows

Access may also be granted to shared Workflows by using the Share Mode within the Workflows Editor

Sharing Mappings

The level of access granted to mappings may be changed via the User Profile

Click on Change Sharing Mode to change the level of access granted to other users

Select the level of permission and click Update

Sharing Mappings

Access may also be granted to shared Workflows by using the Share Mode within the Mappings Editor

Linking to Workflows or MappingsTo link to a Workflow or Mapping from another location, first display the correct web address

Right click on the body of the Workflow or Mapping you want to link to

Select This Frame and Show only this Frame

Linking to Workflows or Mappings

After selecting show only this frame the web address should change

The new address of this web page may be used to link to the Workflow or Mapping

TIPS FOR NAVIGATING THE RDA TOOLKIT

RDA Toolkit Help

Tips for navigating the RDA Toolkit

RDA Toolkit Help

Link to the RDA Toolkit Help through the left navigation bar

RDA Toolkit Help

The RDA Toolkit Help has useful tips for navigating the RDA Toolkit

Rda Module 4: Navigating the RDA Toolkit

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