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Hosted by ALCTS, The Association for Library Collections and Technical Services Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic Workflow Stephen Smith University of Illinois at Chicago March 19, 2014
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Page 1: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

Hosted by ALCTS, The Association for Library Collections and Technical Services

Up, Up, and Away with

RDA! Staff Training, Implementation, and

Monographic Workflow

Stephen Smith University of Illinois at Chicago

March 19, 2014

Page 2: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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What We Won’t Cover Today

This will not be an RDA training session

We will not be explaining every FRBR

concept and nuance

We will not be handling serial cataloging

issues, nor special categories of materials

We will not be reviewing the RDA Toolkit

Page 3: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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What We Will Cover Today

Practical Pointers for Training Staff in RDA

and FRBR Foundational Concepts

An RDA Implementation Strategy that

Works

A Monographic Workflow that Gets Your

Institution Up and Running for the Critical

Mass of Materials That You Deal With

Page 4: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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The Heart of It

Policy and Strategy Considerations

Training Strategy and Techniques

Monographic Workflow and Procedures

Results, Assessment, & Future Directions

Page 5: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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“The catalogue has to tell you more than what you ask for.”

Seymour Lubetzky (1977)

Page 6: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Policy and Strategy Considerations

© 2014 Stephen Smith

Page 7: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Nervous?

© 2014 Stephen Smith

Page 8: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Overwhelmed?

© 2014 Stephen Smith

Page 9: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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UIC Strategy

Enhance access for our users

Begin with monographic workflows

Start with copy cataloging implementation

May 1st; original cataloging Sept. 1st

Create hybrid records for incoming AACR2

records via selective element additions

Page 10: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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External Factors to Consider

ILS vendor accommodations

Consortium requirements

Local, national, and international impact of

migration

Impact on authority control

Page 11: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Library Factors to Consider

Impact on manual, automated, and

outsourced workflows

Impact on local library policy, such as

authority control

Costs involved: up front and hidden

Available staffing resources

Appropriate levels of staff training

Support of the library administration

Page 12: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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UIC Policy Decisions

Implement RDA in a timely manner

Provide some immediate value-added

capacity for our users

Copy catalogers verify LC core RDA

elements per format for RDA constructions

Copy catalogers create hybrid records for

AACR2 and pre-AACR2 constructions

Page 13: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

Hosted by ALCTS, The Association for Library Collections and Technical Services

Training Strategy & Techniques

© 2014 Stephen Smith

Page 14: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Training Strategy

Focus on copy cataloging staff needs

Emphasis on User Needs

Interact and discuss: peer to peer

Repeat until common understanding

Bring day to saturation point and end

Page 15: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Practicalities and Tactics

Pair veteran copy catalogers with

beginners: peer to peer

Explain one concept from multiple angles

of view

Repeat in ever greater detail

Begin with FRBR foundational concepts;

promote user tasks

Page 16: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Effective Training Techniques

Establish ground rules

Assume no previous knowledge

Provide enough training to get going

Avoid getting entangled in “edge” or

“fringe” issues

Use concrete examples from your catalog

Page 17: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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How many FRBR entity relationships can you identify?

© 2014 Stephen Smith

Page 18: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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An expression realizes only one work.

But an expression can be embodied in many different manifestations.

© 2014 Stephen Smith

Page 19: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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FRBR Concepts

Start and end with the user: User Tasks

Emphasize the various entity relationships

Describe the 4 Group 1 Entities in an

understandable way: Work, Expression,

Manifestation, Item

Page 20: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Foundational RDA

If RDA record construction…

If AACR2 or Pre-AACR2 record

construction…

Page 21: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Monographic Workflow & Procedures

© 2014 Stephen Smith

Page 22: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Moving Forward Together

Synchronize procedures for monographic

formats

Follow LC Core recommendations

Create hybrid records for pre-RDA record

constructions

Maintain general material designation per

consortium request

Page 23: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Variable Fields Reviewed

for RDA Elements

245 field

250 field

260/264 fields

300 field

336 field #a #2

337 field #a #2

338 field #a #2

Page 24: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

Hosted by ALCTS, The Association for Library Collections and Technical Services

Ho

sted b

y ALC

TS, The A

ssociatio

n fo

r Lib

rary Co

llection

s and

Techn

ical Services

Page 25: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Batch Processing Workflows

Print firm orders

Approval slip orders

Approval book direct shipments

Most records are now scrutinized:

Adding RDA elements

Authority heading verification

Page 26: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Manual Monographic

Workflows

Rush and special handling materials

Government documents

Tangible electronic formats

Page 27: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Electronic Books

Packages

Individual titles

Page 28: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Results, Assessment, & Future Directions

© 2014 Stephen Smith © 2014 Stephen Smith

Page 29: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

Hosted by ALCTS, The Association for Library Collections and Technical Services

What Works

Borrow training materials selectively and

tailor to your institutional needs

Repeat concepts, again and again

Emphasize FRBR user tasks

Demonstrate continuity with legacy

records

Analyze RDA records from your own

catalog and consider hybrid constructions

Page 30: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

Hosted by ALCTS, The Association for Library Collections and Technical Services

Page 31: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Number of Titles Cataloged Within the 1st 6 weeks in

2013, Parsed by Complexity (Total Titles: 1908)

89

678

412

729

Monographic Copy Cataloging Totals May through mid June 2013

Hybrid AACR - 3 RDA Elements Added

Hybrid AACR - 4 to 5 RDA Elements Added

Hybrid AACR - More than 5 RDA Elements Added

RDA Records

Page 32: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Where We Are Headed

Cataloger training is ongoing

Consider macros in your workflows

Introduce all library staff to the new

culture

Stay attuned to annual changes with

RDA

Focus on durable and sustainable

access for the users

Page 33: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

Hosted by ALCTS, The Association for Library Collections and Technical Services

URL for Google Box Docs

https://uofi.box.com/rdawebinar

Page 34: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

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Selected Resources

Chris Oliver, Introducing RDA: A Guide to the Basics (Chicago: American Library Association, 2010).

Joy Anholt, and Richard Stewart, “RDA Simplified,” Cataloging & Classification Quarterly 50, no. 1 (2012): 33-42.

Magda El-Sherbini, RDA Resource Description & Access: Strategies for Implementation (Chicago: ALA Editions, 2013).

North Carolina State University Libraries, RDA Training website ( Raleigh: NCSU Libraries), https://staff.lib.ncsu.edu/confluence/display/MNC/RDA (accessed Feb. 25, 2014).

OCLC website, About RDA section (Dublin, Ohio: OCLC), http://oclc.org/rda/about.en.html (accessed Feb. 25, 2014).

Robert L. Maxwell, RDA Training website (Provo, Utah: Brigham Young University Library, 2013), http://net.lib.byu.edu/~catalog/people/rlm/RDAReno201302/ (accessed Feb. 25, 2014).

Sevim McCutcheon, “Designing Policy for Copy Cataloging in RDA,” Library Collections, Acquisitions, & Technical Services 36, nos. 3-4 (Jan. 2012): 69-78.

Page 35: Up, Up, and Away with RDA! - American Library Associationdownloads.alcts.ala.org/ce/20140319RDA...2014/03/19  · Up, Up, and Away with RDA! Staff Training, Implementation, and Monographic

Hosted by ALCTS, The Association for Library Collections and Technical Services

Questions?

© 2014 Stephen Smith


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