Page 1
9/9/2014
1
Mila!M.!RamosHead!Librarian,!Center!for!Agriculture!&!Rural!Development!MRI
Development!InstituteOnline!Research!Librarian,!Consumer!Centre!(Toronto)
RDA!Policy!Statement!!and!Guidelines!for!Philippine!Libraries!(RPSGPL)!:!an!
Introduction
Coverage
! The!RDA!Toolkit:!background!and!features! Adoption!of!RDA!in!Local!Libraries!! The!National!Committee!on!RDA!(NCRDA)! NCCA"NCLIS/PAARL/NCRDA!Collaboration!in!Capacity!Building!for!RDA!Readiness
! RDA!Policy!Statement!and!Guidelines!for!Philippine!Libraries!:!General!cataloging!policies
Page 2
9/9/2014
2
What is Resource Description and Access (RDA)?
! a!new!cataloging standard!to!replace!AACR2!(rev.!2005)
! designed!for!the!online!environment!!! provides!guidelines!on!cataloging formats!other!than!books,!especially!digital!resources
More about RDA
! supports!the!clustering!of!bibliographic!records!
! convenience!of!the!user!is!paramount!– helps!them!FIND,!IDENTIFY,!SELECT,!and OBTAIN!(FISO)!the!information!they!want
! for!more!information!on!RDA!see!the!JSC!website!http://www.rda"jsc.org/rda.html.
Page 3
9/9/2014
3
“The!RDA!Toolkit!is!the!resource!to!help!you!transition!from!AACR2!to!RDA—the!new,!unified!standard!for!resource!description!and!access,!designed!for!the!digital!world!and!an!expanding!
universe!of!metadata!users.!“
Source:!http://www.rdatoolkit.org/
RDA!is!a!content standard
AACR2!carries!appendix!D!for!ISBD!and!appendix!E!for!AACR2!style!for!access!point!
Source:!Tillett,!B.!Background!and!structure!of!RDA.!!Lecture!!Training!the!Trainors Workshop,!Manila,!2013
! RDA!allows!you!to!use!whatever!schema!you!prefer!(MARC!21,!Dublin!Core,!etc.)
! It!is!a!Bibliographic!Framework!Transition!Initiative
Not a!display standard!like!AACR2
Not an!encoding standard
Page 4
9/9/2014
4
RDA!!is!based!on!IFLA’s!international!models!and!principles
" Functional!Requirements!for!Bibliographic!Records (FRBR;!1998)
" Functional!Requirements!for!Authority!Data (FRAD; 2009)" Statement!of!International!Cataloguing!Principles (ICP;!2009)" International!!Standard!!for!Bibliographic!Description!(ISBD;!
2011!–consolidated!ed.)" Functional!Requirements!for!Subject!Authority!Data!(FRSAD
– 2010)!– will!be!added!to!RDA!in!the!future
RDA is broader in scope than AACR2
! bibliographic!data! authority!data!! more!international
! beyond!“Anglo"American”! instructions!made!consistent!and!easy!to!use!by!many!cultural,!religious,!national!communities!for!example,!options!for!the!use!of!other!languages,!scripts,!calendars,!numeric!systems
Source: RDA: a quick introduction / Chris Oliver
Page 5
9/9/2014
5
RDA is designed for Web
! RDA!data!is!appropriate!for!the!web!environment! visible!in!the!web! compatible!with!metadata!standards!of!other!resource!description!communities
! not!just!confined!to!library!databases!may!be!used!by!other!fields/databases!as!!well! for!example,!instructions!for!archival!resources
Source:!Oliver,!C.!2011.!!RDA:!a!quick!introduction.!!PowerPoint!presentation.!Feb!2.!http://rdaincanada.wikispaces.com/file/view/ola_rda_oliver_2011feb.pptx
Why do we need RDA?! With!the!evolution!of!IT,!library!catalogs!and!cataloging!are!major!areas!that!need!change
! AACR2’s!latest!ed.,!which!came!out!in!1978,!is!no!longer!able!to!deal!with!formats!other!than!books
! Users!have!different!expectations.!!They!prefer!search!engines!or!mobile!apps!rather!than!OPACs.
! Multiple!metadata!standards! Believed!to!position!libraries!!better!in!the!digital!age
Page 6
9/9/2014
6
RDA!!is!user" and!task"focused;!facilitates!resource!discovery!!!!!!!!
FindIdentifySelect and!Obtain!
Cataloger
User
Resource DiscoveryFind!– Get!hits!or!results!using!our!search!parametersIdentify!– Evaluate!search!results!to!confirm!that!hits!are!indeed!useful!in!order!to
Select!– opt!for!the!ones!that!best!meet!the!search!criteria!(e.g.!understandable!language!translation)!
Obtain!– Access!and!read/use!the!most!appropriate!materials!
Page 7
9/9/2014
7
Background!of!RDA1997!" International!Conference!on!the!Principles!&!Future!Development!of!AACR!held!in!Toronto!!
2002!" plan!to!produce!!3rd edition!of!AACR
April!2005!" The!JSC!for!Revision!of!AACRdecided!to!develop!RDA!instead
June!2010!
Who!is!responsible!for!RDA?" The!Joint!Steering!Committee!(JSC)!for!the!Development!of!RDA!is!
responsible!for!the!content!of!RDA.!!It!consists!of!representatives!from:!!The!American!Library!Association CILIP:!Chartered!Institute!!The!Australian!Committee!on! of!Library!and!InformationCataloguing! Professionals
The!British!Library! Deutsche!Nationalbibliothek (joined!!The!Canadian!Committee!on!Cataloguing in!2012)The!Library!of!Congress
! The!current!Chair!of!JSC!is!Dr.!Barbara!Tillett.!
Source:!http://www.rda"jsc.org/!
Page 8
9/9/2014
8
is!maintained!and!published!by:
!The!American!Library!Association,!Canadian!Library!Association,!and!Facet!Publishing,!the!publishing!arm!of!CILIP!(Chartered!Institute!of!Library!and!Information!Professionals)!
!ALA!Publishing!is!responsible!for!the!day"to"day!management!and!development!of!RDA!Toolkit.
Source:!!http://www.rdatoolkit.org/FAQ
RDA!comes!in!two!formats
Electronic or online format
Print format
Page 9
9/9/2014
9
http://www.rdatoolkit.org/pricing
Page 10
9/9/2014
10
Free Trial for 30 days
RDA!Structure!" arrangement!is!not!by!class!of!materials:!!no!separate!chapters!for!books,!printed!music,!etc.
" carries!principles!applicable!to!all!formats" organized!around!goals!or!tasks!to!help!users!!identify and!relate (from!FRBR/FRAD!user!tasks!and!ICP)
Page 11
9/9/2014
11
Outline of RDA ! General!Introduction! Two!Main!Parts!(10!sections):!
1.!Recording!attributes!(4!sections:!Chapters!1"16)2.!Recording!relationships!(6!sections!:!Chapters!17"37)
!There!are!General!instructions!for!every!section! Chapters!are!associated!with!a!user!task
RDA!is!not!to!be!read!line!by!line" It!is!an!online!tool,!which!allows:
! “Jumping!!in”!via!keyword!searches!Going!directly!to!elements!from!Table!of!Contents!(ToC)!pane
! Following!links" Duplication!of!content!(needed!for!context)!is!necessary!to!serve!catalogers!who!will!arrive!at!that!content!in!different!ways.
Page 12
9/9/2014
12
! RDA instructions that are searchable and browsable! AACR2 Rule Number Search (linkage) of RDA instructions
through the Advanced Search menu.! Workflows and other procedural documentation that is
created by subscribers and can be shared within an organization or with the entire community of subscribers.
! Mappings of RDA to different schemas, including MARC 21.
Contents of the RDA Toolkit(1)
Contents!of!the!RDA!Toolkit!(2)
" Mappings!of!RDA!to!different!schemas,!including!MARC!21.
" Two!views!of!RDA!content—by!table!of!contents!and!by!element!set
" Full!text!of!AACR2" Library!of!Congress!Policy!Statements!(LCPS)
Page 13
9/9/2014
13
AppendicesA: Capitalization B: Abbreviations C: Initial Articles D: Record Syntaxes for Descriptive Data E: Record Syntaxes for Access Point Control F: Additional Instructions on Names of Persons
Appendices!(2)G:!Titles!of!Nobility,!Terms!of!Rank,!Etc.!H:!Dates!in!the!Christian!Calendar!I!:!Relationship!Designators:!Relationships!between!a!Resource!and!Persons,!Families,!and!Corporate!Bodies!Associated!with!the!Resource!
J:!Relationship!Designators:!Relationships!between!Works,!Expressions,!Manifestations,!and!Items
Page 14
9/9/2014
14
Appendices (3)
K. Relationship Designators: Relationships between Persons, Families, and Corporate Bodies
L. Relationship Designators: Relationships Between Concepts, Objects, Events, and Places
GlossaryIndexRDA Update History
Sample!Page!from!the!RDA!Toolkit
Page 15
9/9/2014
15
Differences!between!AACR2!and!RDA!:!1.Terminology!
AACR2 RDACatalog!an!“item” Catalog a “resource”
Heading Access point
Main!entry Primary access point
Added!entry Secondary access point
Uniform!title Citation access point:-for a work-for an expression
- for a manifestation
Differences!between!AACR2!and!RDA!:!1.Terminology!(2)
AACR2 RDAauthor,!composer,!etc! Creator!uniform!title! 1)!preferred!title!(+!other!information!to!
differentiate);(2)!conventional!collective!title
See!reference! variant!access!point!See!also!reference! authorized!access!point!for!related!entity!
Physical!description! carrier!description!
Page 16
9/9/2014
16
Differences!…!2.!Transcription!of!mispelledwords
AACR!2!uses![sic]!to!signify!error!detected:!
245 $a Healthy vegtable [sic] recipes for your
heart / $c by Margaret Norton [et al.].
AACR2!and!RDA!both!record!mispelled terms!as!they!appear!on!the!material!being!cataloged
RDA!does!not!use![sic]!but!gives!a!note!showing!the!correct!term!to!use:
245!$a!Healthy!vegtable recipes!for!your!heart!…!/
246!$i Corrected!title:!$a!Healthy!vegetable!recipes!for!your!heart
Differences!…!3.!Statement!of!responsibility!– Multiple!Authors!(more!than!3)
AACR21st named author is given
followed by [et al.]
245 $a Healthy vegtable[sic] recipes for your heart / $c by Margaret Norton [et al.].
RDAAll!the!names!are!given!or!the!first!
named!author!plus![and!___!others]
245!$a!Healthy!vegtable recipes!for!your!heart!/!$c!by!Margaret!Norton,!Leslie!David,!Robert!McCloud,!and!Katherine!Boone!!!!!!!!!!!!!!!!!!or245!$a!Healthy!vegtable recipes!for!your!heart!/!$c!by!Margaret!Norton![and!three!others]
Page 17
9/9/2014
17
Differences…!!4.!!Abbreviations!!in!edition!statement;!imprint;!description
! AACR 2 record250!$a!1st!ed.,!rev.!and!enl.260!$a.!:!$b!Healthy!Living!
Pub.!Co.,!$c!2010.300!$a!188!p.!:!$b!ill.,!
photos.!(some!col.)!;!$c!26!cm.
! RDA record250!$a!First!edition,!revised!and!enlarged.260!$a!Pittsburgh,!Pennsylvania!:!$b!
Healthy!Living!Publishing!Company,!$c!2010.
300!$a!188!pages!:!$b!illustrations,!photographs!(some!color)!;!$c!26!cm
RDA!does!not!use!abbreviations!except!when!the!abbreviation!appears!on!the!main!source!of!information!then!we!copy!the!
abbreviation!as!written.
Differences!….(4a)!Latin!abbreviations
! AACR2 used Latin abbreviations which are not used in RDA.
! Example:AACR2: 260 |a [S.l. : |b s.n.], |c 1966.
RDA: 260 |a[Place of publication not identified] : |b [publisher not identified], |c 1966.
Page 18
9/9/2014
18
Differences!….!5.!Uniform!Title:!Example:!Book!of!Matthew!(Bible)
AACR2! 130 $a!Bible.!$p!N.T.!$p!Matthew.!$l!English.!$s!Authorized.!$f!1999.! 245 $a!The!Gospel!according!to!Matthew!:!$b!authorized!King!James!version!/!$c!
with!an!introduction!by!Francisco!Goldman.! 260 $a!New!York!:!$b!Grove!Press,!$c!c1999.! 300 $a!xvi,!78!p.!:!$c!15!cm.RDA! 130 $a!Bible.!$p!Matthew.!$l!English.!$s!Authorized.!$f!1999.! 245 $a!The!Gospel!according!to!Matthew!:!$b!authorized!King!James!version!/!$c!
with!an!introduction!by!Francisco!Goldman.! 260 $a!New!York!:!$b!Grove!Press,!$c![1999]!©1999.! 300 $a!xvi,!78!pages :!$c!15!cm.
Name!of!the!testament!is!no!longer!recorded!!in!RDA
The List!of!changes!to!AACR2!instructions!is!available!at!the!JSC!website:
http://www.rda"jsc.org/docs/5sec7rev.pdf
Page 19
9/9/2014
19
Examples of RDA records
! Examples of MARC RDA record (JSC) – authority records
! Examples of MARC RDA record (JSC) –bibliographic records
Visit this link: http://www.rdatoolkit.org/examples/MARC
To learn more about the RDA tool kit, go to URL:
http://www.loc.gov/aba/rda/pdf/ToolkitCourse.pdf
Page 20
9/9/2014
20
The!RDA!Policy!Statement!!and!Guidelines!for!Philippine!
Libraries!(RPSGPL)
What!led!to!the!adoption!of!RDA!in!local!libraries?!–BFL!Initiative
The!Professional!Regulatory!Board!for!Librarians!(BFL)issued!Resolution!no.!1,!Series!of!2012,!entitled:!“Prescription!and!Adoption!of!International!Cataloging!Principles!and!Resource!Description!and!Access!(RDA)!as!the!Technical!Standards!for!Organizing!Resources,!Items,!and!Objects!for!Philippine!Libraries”.!!This!paved!the!way!for!the!adoption!of!RDA!as!a!cataloging!standard!in!Philippine!libraries.
Page 21
9/9/2014
21
What!led!to!the!adoption!of!RDA!in!Local!Libraries?!" 1st Salon!on!RDA
! The!Director!of!the!National!Library!of!the!Philippines,!Atty.!Antonio!Santos,!!spearheaded!the!1st Salon!on!RDA,!which!was!held!on!July!23,!2012!at!the!National!Library.!
! The!general!objective!was!to!harmonize,!streamline,!and!simplify!knowledge!on!matters!pertaining!to!RDA.
What!led!to!the!Adoption!of!RDA!in!Local!Libraries?!" 1st Salon!on!RDA!(2)
The!specific!objectives!were:! to!!provide!a!venue!and!to!share!knowledge!on!RDA;!
! to!examine!the!impact!of!RDA!on!local!catalogers;
! to!come!up!with!a!timetable!for!the!implementation!of!RDA!in!the!Philippines
Page 22
9/9/2014
22
Composition!of!the!!National!Committee!on!RDA!(NCRDA)
The!NCRDA!was!created!during!the!1st Salon!on!RDA,!and!!is!composed!of!:!
Chair :!Prof.!Ruben!Marasigan,!PNUCo"Chairs :!Hon.!Corazon!M.!Nera,!former!BFL!Chair
Prof.!Rodolfo!Tarlit,!UP!Diliman
Members of the NCRDA! Helen!C.!De!Castro!!! Geraldine!De!Leon!!!!Adamson!U!!! Bernadette!Velasco! Ana!Maria!Fresnido DLSU! Annabelle!Aliwalas Manila! Sonia!M.!Gementiza " DLSU!
Dasmariñas! Estrella S.!Majuelo! Narcelita Lane!T.!Olamit UST! Susan!O.Pador – ADMU
! Teresita C.!Moran!!!!!!!!!!!FEU! Jacquelyn!Joy!L.!Llave! Mila!M.!Ramos!– Former!BFL!Member,!
Cataloging Consultant
Secretariat!(NLP!Staff)! Arlene S. de Castro! Chona F. San Pedro! Narissa C. Young! Romnick Henric Henry M. Gayanilo
Page 23
9/9/2014
23
NCCA"NCLIS/PAARL/NCRDA!!Collaboration!in!Capacity!Building!for!RDA!Readiness
! A!Training!the!Trainors Workshop!was!organized!at!the!De!La!Salle!University!Learning!Commons!on!!April!3"5,!2013!with!no!less!than!Dr.!Barbara!Tillett,!Chair!of!the!Joint!Steering!Committee!for!the!Development!of!RDA,!as!resource!person.!
! More!than!60!participants!committed!themselves!to!echo!the!RDA!training!in!their!respective!institutions!via!a!Memorandum!of!Agreement.
NCCA"NCLIS/PAARL/NCRDA!!Collaboration!in!Capacity!Building!for!RDA!Readiness!!(2)
! 3!Training!Workshops!on!RDA!were!conducted!to!reach!out!to!Librarians!in!the!3!major!islands!of!the!country:!!Lyceum!of!Cavite!in!Luzon,!Montebello!Villa!Hotel,!Cebu!City,!in!the!Visayas,!and!Grand!Men!Sheng Hotel,!Davao!City!in!Mindanao.
! NCRDA!experts!served!as!resource!persons!in!the!training!workshops!organized!by!PAARL.
! A!good!number!of!local!librarians!received!training!and!have!since!!started!using!RDA!in!mid"2013
Page 24
9/9/2014
24
RPSGPL:!Beginnings
! Aside!from!capacity!building,!one!of!the!major!objectives!of!the!NCRDA!is!to!come!up!with!a!Policy!Statement!on!Cataloging!and!the!Use!of!RDA!in!Philippine!Libraries.
! Policy!is!defined!as!“the!set!of!basic!principles!and associated guidelines,!formulated!and enforced by!the!governing!body!of!an organization,!to!direct!and!limit!its actions in!pursuit!of long"term goals.”(Source:!http://www.businessdictionary.com/definition/policy.html)
Why do we need to have policies and guidelines in cataloging?! Policies!embody!patterns!of!standard!and!good!practices!that!would!enhance!library!services
! Standard!practices!facilitate!exchange!of!data!(interoperability)!
! Moreover,!standards!would!enable!efficient!information!storage!and!retrieval
Page 25
9/9/2014
25
Why do we need to have policies and guidelines in cataloging? (2)
! RDA!offers!options!for!the!cataloger!and!the!policies!will!help!him/her!decide!which!to!choose,!i.e.!the!best!option!for!local!libraries!in!general
! Example:!Whether!to!record!all!authors!in!excess!of!3!or!just!to!use![and!four!others]
RPSGPL!Goal
! The!RPSGPL,!therefore,!aims!to!set!forth!!the!general!principles!!and!guidelines!to!help!(but!not!to!limit)!the!Filipino!cataloger in!achieving!his/her!goal!of!effectively!linking!information!with!users.! As!every!library!is!expected!to!formulate!its!own!cataloging policy,!a!certain!level!of!flexibility!!is!allowed,!depending!on!!specific!needs.!IN!DOUBTFUL!SITUATIONS,!THE!CATALOGER’S!JUDGMENT!WILL!PREVAIL.
Page 26
9/9/2014
26
Formulation of the RPSGPL ! NCRDA!members!looked!closely!into!the!various!RDA!elements!and!how!authoritative!libraries!deal!with!them
! The!benchmark!libraries!are!:!the!US!Library!of!Congress,!National!Library!of!Australia,!and!that!of!Library!and!Archives,!Canada
! After!examination!of!the!RDA!elements!and!!prolonged!discussion!and!brainstorming!the!RPSGP!came!to!be
RPSGPL Contents
! general!policies!and!guidelines!that!cover!basic!elements!in!the!bibliographic!record!to!be!adopted!in!local!libraries!!"specific!rules!are!found!in!the!RDA!Tool!Kit!or!
the!RDA!print.! Examples!of!RDA!elements;!!others!may!be!
consulted!at!the!RDA!web!site!at!this!link!!http://www.rdatoolkit.org/sites/default/files/6jsc_rda_complete_example_bibliographic_apr0913_rev.pdf!
Page 27
9/9/2014
27
The RDA Policy Statement and Guidelines for Philippine Libraries (RPSGPL): Text
Introduction! “Cataloging!is!a!very!vital!and!critical!aspect!of!Library!and!
Information!Science.!!This!highly!technical!operation!makes!the!life!of!an!information!seeker!easier!through!the!timely!production!of!effective!information!searching!and!retrieval!tools.
! Librarians!in!the!Philippines!are!committed!to!the!creation!and!management!of!searchable!and!reliable!electronic!databases/catalogs,!carrying!high!quality,!internationally!accepted!bibliographic!records,!through!systematic!and!effective!cataloging!and!classification.”
Page 28
9/9/2014
28
I.!General!CatalogingPolicies!
I.1. Policy Statement on CatalogersCatalogers!shall!possess!the!competencies!necessary!in!the!organization!of!print,!non"print!materials!and!multimedia.!!
I.1.a.!Paraprofessional!catalogers!shall!!be!skilled!in!searching,!selecting,!downloading,!or!copying!metadata!from!authoritative!sources!(databases!or!library!catalogs).!I.1.b.!Professional!catalogers!!are!licensed!librarians;!they!shall!be!capable!of!training!paraprofessional!catalogers!and!performing!original!cataloging!of!information!resources!in!a!wide!variety!of!formats.!!
Page 29
9/9/2014
29
I.1. Policy Statement on Catalogers (2)I.1.c.!All!catalogers!shall!engage!in!continuing!
professional!development!(CPD).I.1.d.!Libraries!shall!have!at!least!one!cataloger!on!
the!Library’s!staffI.1.e.!In!the!absence!of!a!full"time!cataloger,!
outsourcing!of!cataloging!jobs!shall!be!an!option.!
I.2.!Policy!Statement!on!StandardsI.2.a.!Catalogers!shall!be!familiar!with!and!shall!be!capable!of!utilizing!the!latest!internationally!accepted!standards!for!cataloging!such!as!Resource!Description!and!Access!(RDA),!Library!of!Congress!Subject!Headings!(LCSH),!!Sear’s!List!of!Subject!Headings,!Library!of!Congress!Classification,!Dewey!Decimal!Classification,!MARC21,!etc.
Page 30
9/9/2014
30
1.2.!!Policy!Statement!on!Standards!(2)I.2.b.!For!copy!cataloging,!!catalogers!shall!use!internationally"recognized!authoritative!Online!Public!Access!Catalogs!(OPACs),!such!as!those!of!the!Library!of!Congress,!the!British!Library,!National!Library!of!Australia,!Library!and!Archives!Canada,!OCLC!WorldCat,!the!online!catalogs!of!the!National!Library!of!the!Philippines,!Ateneo de!Manila!University,!De!La!Salle!University,!Far!Eastern!University,!!University!of!the!Philippines,!etc.!for!copying!metadata.
I.2.!!Policy!Statement!on!Standards!(3)I.2.c.!Consistent!access!for!users!shall!be!provided!through!authority!control.!!Catalogers shall!refer!to!standard!authority!files!such!as,!but!not!limited!to!the!Library!of!Congress!Authorities!(http://authorities.loc.gov/)!,!Corazon!Lim’s!!Filipino!authors'!name!in!AACR2!headings,to!establish!a!single!preferred!form!for!personal,!corporate!and!meeting!names,!uniform!and!series!titles,!and!subject!and!geographic!headings.
Page 31
9/9/2014
31
1.2.!Policy!Statement!on!Standards!(4)! I.2.d.!Each!Library!shall!develop!and!maintain!its!own!Authority!Files!which!embody!derived!authority!records!and!those!created!by!local!catalogers.!!!Content!of!authority!records!will!be!determined!by!policies!of!individual!libraries
I.3. Language
The!cataloger!shall!use!American!English!in!cataloging!library!resources.
Page 32
9/9/2014
32
Comments,!please.!!Thank!you.The!specific!RDA!guidelines!will!be!discussed!by!the!other!resource!persons.
ReferencesJoint!Steering!Committee!for!the!Development!of!RDA.!2012.!
http://www.rda"jsc.org/OCLC. 2012.!!About!RDA.!http://www.oclc.org/uk/en/rda/about.htmOliver,!C.!!2011.!RDA:!a!quick!introduction.!!PowerPoint!presentation.!Feb!2.!http://rdaincanada.wikispaces.com/file/view/ola_rda_oliver_2011feb.pptx
RDA!Tool!kit:!Resource!Description!and!Access.!2012.!http://www.rdatoolkit.org/
Tillett,!B.!!2013.!!RDA!background!and!structure.!!PowerPoint!presentation!RDA!Training!the!Trainors Workshop,!Manila.!