canadian library association training documentation created by: marcia salmon, cataloguing...

Module 4 : Navigating the RDA ToolkitCanadian Library Association Training DocumentationCreated by: Marcia Salmon, Cataloguing Librarian, York University

Introduction to the RDA Toolkit◦ About the RDA Toolkit◦ Benefits of the RDA Toolkit

Accessing the RDA Toolkit◦ Logging into RDA Toolkit◦ Creating and Using User Profile

Navigating RDA Toolkit Documents◦ RDA◦ RDA Element Set View◦ RDA Mappings◦ ERDs and Schemas◦ AACR2◦ Library of Congress Policy Statements◦ Other Resources

Outline of RDA Toolkit Training Module

Searching the RDA Toolkit◦ Quick Search◦ Advance Search◦ AACR2 Rule Number Search

User Contributed Workflows and Mappings◦ Creating a Workflow or Mapping◦ Sharing and linking to a Workflow or Mapping

Tips for teaching the RDA Toolkit◦ RDA Toolkit Help

Outline of RDA Toolkit Training Module Continued

Introduction to the RDA Toolkit

About the RDA Toolkit

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

About the RDA Toolkit

About the RDA Toolkit The “About the RDA Toolkit” includes information regarding

the National Libraries responsible for the content, the publishers, copyright and licensing information

Introduction to the RDA Toolkit

Benefits of the RDA Toolkit

RDA content and RDA software are combine together to make the RDA toolkit

As a web tool – greater flexibility and versatility Easier to use Easier to integrate into your daily work Can be used in many different ways, by many

different levels of staff

Benefits of the RDA Toolkit1

1 RDA Toolkit Demo By Christine Oliver

Accessing the RDA Toolkit

Logging into RDA Toolkit

There are 3 way of logging into the RDA Toolkit

1. Institutional Site Subscription Login

2. Individual Subscription Login

3. IP Recognition for Site Subscription licence

Logging into the RDA Toolkit

Logging into the RDA Toolkit Institutional Site Subscription Login Enter user name and password for the institutional site

subscription

Logging into the RDA Toolkit Institutional Site Subscription Login

Institutional name is displayed when logged in Enter Profile Name and Password and click login if you have

a profile created Click on create profile to create a new profile

Institutional and single users name is displayed when logged in The individual or solo user subscriptions only allows for a single

profile to be created. Therefore users are logged into the site and profile at the same

time. The “My Profile”, “Support” and “Log out” of profile buttons are

displayed

Logging into the RDA ToolkitIndividual Subscription Login

Image from ALA RDA Toolkit Video Help

IP recognition for site subscription licence identifies when an institution has a site licence by recognizing the IP address of the computers in this institution

Using this system the RDA toolkit has an automatic login when using computers at this institution

In order to login from an external computer a proxy server will be used to authenticate users from the institution with the IP recognition site license

Logging into the RDA ToolkitIP Recognition for Site Subscription licence

Use the a proxy server to authenticate as a user from an institution with an IP recognition site subscription

Logging into the RDA ToolkitIP Recognition for Site Subscription licence

Logging into the RDA ToolkitIP Recognition for Site Subscription licence Once authenticated through the proxy server, then logging

into RDA toolkit is automatic Identified by the name of the institution with the licence in

top right hand corner of screen

Accessing the RDA Toolkit

Creating and Using User Profile

Click on “Create” button

Creating A User Profile

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

RDA Toolkit Terms and Conditions

Click on “Create”

Institutional and users name is displayed when logged into profile

The “My Profile”, “Support” and “Log out” of profile buttons are displayed

Login to user profile by entering “Profile Name” and “Password”

Click “Login” button

Using A 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

Clicking on “Support” or “Feedback” button allows for reporting of technical issues by the opening of a new ticket or checking on the status of a ticket in the RDA Toolkit Support Centre

Navigating RDA Toolkit Documents

The RDA tab allows for browsing of the RDA content.

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

On the RDA tab on the left navigation bar, click the plus sign to expand and browse the RDA table of contents

RDA: Navigating RDA Using Table of Contents

The Table of Contents may be used to navigate RDA For example if looking for the section on Basic Instructions

on Recording Dimensions Use the Table of Contents on the left navigation bar and

open Recording Attributes – Manifestations and Items - Describing Carriers – Dimensions - Basic Instructions on Recording Dimensions

RDA: Example of Navigating RDA Using Table of Contents

There is 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

“Synch TOC” button allows for the synchronization of the Table of Contents on the left navigation with section of RDA that is being displayed

RDA: Synchronize with Table of Contents

Sections of RDA text maybe bookmarked

RDA: Bookmark

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

RDA: Bookmark

Click in the RDA document for 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: Bookmark

Clicking on “Print Text” creates a PDF document that maybe printed

PDF document of RDA text for printing

RDA: Print Text

RDA Toolkit gives the option of different view of the RDA document, this is created by filtering the information in RDA

The “View Text” menu gives the option of viewing the “Full” text of RDA

RDA: View Text

The “View Text” menu gives the option of viewing only the parts of RDA that deal with “Core” elements

Certain elements in RDA are identified as core elements Core elements support user tasks As a minimum, a resource description for a work, expression, manifestation, or item

should include all the core elements that are applicable and readily ascertainable. To display only the RDA text for Core elements click “Core” on “View Text” menu The following icon indicates that only “Core” elements are being displayed The following icon indicates that the RDA document is filtered

RDA: View Text

The “View Text” menu also gives the option of hiding examples in RDA

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

The following icon indicates that the RDA document is filtered

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

RDA: View Text

The “View Text” menu also gives the option of hiding bookmarks in RDA

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

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

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

RDA: View Text

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 Element Set View

RDA uses Functional Requirements for Bibliographic Description (FRBR) and Functional Requirements for Authority Data (FRAD) as a theoretical framework

Functional Requirements for Bibliographic Records (FRBR) is a conceptual “entity-relationship” model created by IFLA that relates user tasks of retrieval and access in online library catalogues and bibliographic databases.1

The user tasks are:2

* Find * Identify

* Select* Obtain

It represents a more holistic approach to retrieval and access as the relationships between the entities provide links to navigate through the hierarchy of relationships.1

There are 3 groups of FRBR entities Group 1 entities deal with the output of artistic or intellectual endeavours which are

Work, Expression, Manifestation, and Item Group 2 entities deal with the person or corporate body responsible for the output

of artistic or intellectual endeavours (Group 1 entities) Group 3 entities deal with the subject of output of the artistic or intellectual

endeavour include concepts, objects, events, places

RDA Element Set View: FRBR

1 From Wikipedia2 From RDA 0.0

For each of the FRBR entities the Related Instructions and Related Encoding for each of the Core, Enhanced and Specialized for each of the Attributes and Primary, Core and Enhanced for the Relationships

RDA Element Set View: FRBR

RDA uses Functional Requirements for Bibliographic Description (FRBR) and Functional Requirements for Authority Data (FRAD) as a theoretical framework1

Functional Requirements for Authority Data (FRAD), formerly known as Functional Requirements for Authority Records (FRAR) is a conceptual entity-relationship model created by IFLA for relating the data that are recorded in library authority records to the needs of the users of those records and facilitate and sharing of that data.1

The conceptual work and future implementations are aimed at supporting four tasks, frequently executed by users in a library1

The four user tasks are:1

* Find * Identify

* Contextualize* Justify

RDA Element Set View: FRAD

1 From Wikipedia

For the FRAD entity -- Name the Related Instructions and Related Encoding for each of the Attributes for Name are available

RDA Element Set View: FRAD

RDA Mappings

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.1

RDA Mappings

1 RDA 0.1

Machine Readable Cataloguing (MARC) is the most popular encoding standard for encoding bibliographic data for library catalogues.

The RDA Mappings tool contains a maps RDA elements to corresponding MARC 21 bibliographic elements and a map from MARC 21 bibliographic elements to RDA elements1

While there are many instances where there is 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.1

There were some new MARC 21 bibliographic data fields that were created for the implementation of RDA

RDA Mappings: RDA to MARC Bibliographic Mapping

1 RDA to MARC Bibliographic Mapping

RDA to MARC Bibliographic Mapping

MARC Bibliographic to RDA Mapping

RDA Mappings: RDA to MARC Bibliographic Mapping

Machine Readable Cataloguing (MARC) is the most popular encoding standard for encoding authority data for library catalogues.

The RDA Mappings tool contains a maps RDA elements to corresponding MARC 21 authority elements and a map from MARC 21 authority elements to RDA elements1

While there are many instances where there is 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.1

There were some new MARC 21 authority data fields that were created for the implementation of RDA

RDA Mappings: RDA to MARC Authority Mapping

1 RDA to MARC Bibliographic Mapping

RDA to MARC Authority Mapping

MARC Authority to RDA Mapping

RDA Mappings: RDA to MARC Authority Mapping

Metadata Object Description Schema (MODS) is a schema for a bibliographic element set that may be used for a variety of purposes, and particularly for library applications.1

MODS was developed by Library of Congress' Network Development and Standards Office.2

MODS was designed as a compromise between the complexity of the MARC format used by libraries and the extreme simplicity of Dublin Core metadata.2

RDA Mappings: RDA to MODS Mapping

1MODS: Metadata Object Description Schema Official Web Site

2From Wikipedia

RDA to MODS Mapping

RDA Mappings: RDA to MODS Mapping

ERDS and Schemas

ERDs and Schemas

Entity Relationship Diagram (ERD) Schemas

Two of these documents in the “Tools” tab is the Entity Relationship Diagram (ERD) and Schemas

FRBR and FRAD are entity relationship models

These entity relationship models may be illustrated in diagrams

The Entity Relationship Diagram (ERD) tool includes an overview of the relationship of FRBR and FRAD, diagrams of Core, Enhanced and Specialized for each of the Attributes and Primary, Core and Enhanced for the Relationships for each of the FRBR entities and diagrams of Core, Enhanced and Specialized for the FRAD Attribute Name

ERDs and Schemas: Entity Relationship Diagram (ERD)

Entity Relationship Diagram (ERD): RDA Relationship Overview

ERDs and Schemas: Entity Relationship Diagram (ERD)

Most of the schemas that are available in the RDA toolkit are XML based schemas

XML schemas are a way to define the structure, content and, the semantics of XML documents in this case in relation to the RDA elements1

The schemas that are available are the Core, Enhanced, Specialized and Universal

The Core Schema as defined by the Joint Steering Committee (JSC), the core element set is a subset of the RDA element set that specifies the minimum set of data consistent with RDA compliance. Therefore, it reflects those attributes and relationships which attained a "high" rating for the user tasks defined by FRBR and FRAD and is a floor, not a ceiling.2

ERDs and Schemas: Schemas

1 From Wikipedia2 RDA Core Element Set Schema

The Enhanced Schema Enhanced schema contains elements present in basic schema, plus optional elements common to multiple types of resources' bibliographic records.1

The Specialized Schema are created for particular types of resources that include elements that are particular to that type of resource

The Specialized Schema which are available in the RDA toolkit are: Cartographic Schema, Cultural Object Schema, Music Schema and Serials Schema

Universal schema contains all elements present in any schema available in the RDA toolkit. It is the master set of elements.2

1 RDA Toolkit Enhanced Schema2 RDA Toolkit Universal Schema

Schemas available in the RDA toolkit may be downloaded to an XML or text editor.

RDA Core Element Set Schema

The RDA toolkit allows for the creation of a customized schema

Click on “Create Schema”

The definition of all of the FRBR entities, FRAD Name entity and FRBR relationships

For each of the FRBR entities, FRAD Name entity and FRBR relationships may be identified as Mandatory or Optional

The customized RDA schema may be previewed by clicking on the “Preview My Schema” button

The customized RDA schema may be downloaded by clicking on the “Download My Schema” button

ERDs and Schemas: Schemas Downloaded customized RDA schema

The “Resources” tab allows has documents related to RDA. One of these documents in the “Resources” tab is the

Anglo-American Cataloguing Rules Second Edition (AACR2) 2002 revision

The full text of the Anglo-American Cataloguing Rules Second Edition (AACR2) 2002 revision is included in the RDA Toolkit

The text of AACR2 may be browsed using the left navigation bar. The symbol is used for internal links that related various sections of

the AACR2 The symbol is used to link AACR2 to the corresponding guideline in

RDA The Synch TOC, Bookmark and Print Text functions are also available

Library of Congress Policy Statements

The “Resources” tab allows has documents related to RDA. One of these documents in the “Resources” tab is Library of

Congress Policy Statements (LCPS)

1 LCPS for RDA 0.0

The Library of Congress Policy Statements (LCPS) to RDA is 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 practice1

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

The full text of LCPS is available in the “Resources Tab” The LCPS is also embedded in the related sections of RDA The symbol is used to link the RDA to the full text of

Other Resources

The “Resources” tab allows has documents related to RDA. On the “Resources” tab is links to Other Resources

Other Resources

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

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

Other Resources

Searching the RDA Toolkit

Quick Search

The “RDA Quick Search” box is located on the user menu

Quick Search

Example of RDA Quick Search on the phrase “Extent”

Example of RDA Quick Search for the Rule RDA 3.4.5

The “RDA Quick Search” allows for the searching of RDA Chapters, Appendices and Glory for phrases and searching of RDA instruction by instruction number.1

1 RDA Toolkit Help: Search Tips

Advance Search

Click on “Advance Search” on the user menu

Advance Search

In the Advance Search there is a box for entering the search phrase or string

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

Previous searches may be cleared

Searches may be saved

Advance Search

The following is an example of the search for “Title Proper” for Integrating Resources in RDA

Advance Search

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”

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.

Two of these user contributed content in the “Tools” tab is the Workflows and Mappings

Creating a Workflow or Mapping

Workflows allow for the creation of customized, user created guides to RDA toolkit documents and external web resources.1

Workflows may be used to share best practices for cataloguing types of materials or local cataloguing agency policies.

Workflows are also may be shared.1

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

Creating a Workflow or Mapping: Creating Workflows

1 RDA Toolkit: What's New Since August By Troy Linker

To create a workflow, click on “Create Workflow”. In the “Name your Workflow” box. Enter the Workflow title. When creating a workflow an existing workflow may be

copied or a new workflow may be created When copying an existing workflow select the workflow to

be copied Clicking on “Go” opens Workflow Editor

Add workflow content using the Workflow Editor click on the symbol to save the workflow

The “RDA Mappings” documents are the official mappings Customized mapping between RDA and a metadata standard may be created and

shared To create a mapping, click on “Create Mapping”. In the “Name your Mapping” box. Enter the Mapping title. When creating a mapping an existing mapping may be copied or a new mapping may

be created When copying an existing mapping select the mapping to be copied Clicking on “Go” opens Mapping Editor

Creating a Workflow or Mapping: Creating Mappings

Add mapping content using the Mapping Editor click on the symbol to save the mapping

Creating a Workflow or Mapping: Creating Mappings

User Contributed Workflows and Mappings

Sharing and Linking to a Workflow or Mapping

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 and Linking to a Workflow or Mapping: Sharing Workflows and Mappings

The levels of permissions for sharing workflows may be changed by clicking on “My Profile” on the user menu

Click on the “Change Sharing Mode” for the any Workflows saved

Select the level of permission for sharing workflows and click “Update”

The levels of permissions for sharing workflows may also be changed by selecting level of permission in “Share Mode” in Workflows Editor

Sharing and Linking to a Workflow or Mapping: Sharing Workflows

The levels of permissions for sharing workflows may be changed by clicking on “My Profile” on the user menu

Click on the “Change Sharing Mode” for the any Mappings saved

Select the level of permission for sharing mappings and click “Update”

The levels of permissions for sharing mappings may also be changed by selecting level of permission in “Share Mode” in Mappings Editor

Sharing and Linking to a Workflow or Mapping: Sharing Mappings

Click on “Your Workflows” and right click on workflow Select “This Frame” and “Show only this Frame”

Sharing and Linking to a Workflow or Mapping: Linking Workflows

Sharing and Linking to a Workflow or Mapping: Linking Workflows The address of this web page may be used to link to

Workflow

Click on “Your Mappings” and right click on mapping Select “This Frame” and “Show only this Frame”

Sharing and Linking to a Workflow or Mapping: Linking Mappings

Sharing and Linking to a Workflow or Mapping: Linking Mapping The address of this web page may be used to link to

Mapping

Tips for teaching the RDA Toolkit

RDA Toolkit Help

The link the “RDA Toolkit Help” is located at the bottom of the left navigation bar

RDA Toolkit Help

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

RDA Toolkit Help

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