OCLC and RDA Karen Calhoun Jean Godby Ted Fons Glenn Patton October 2009 Webinar

The Current Environment An increasingly diverse universe of bibliographic resources Cataloging practices that do not match users’ expectations Rules that are difficult to maintain Redundant efforts within the publisher – library supply chain

RDA: Resource Description and Access “RDA is being developed as a new standard for resource description and access designed for the digital world.” “Built on foundations of AACR2 …” “… developed for use primarily in libraries, but consultations are being undertaken with other communities (archives, museums, publishers, semantic web, etc.) in an effort to attain an effective level of alignment between RDA and the metadata standards used in those communities.” -- RDA Prospectus

What are the intended benefits of RDA for libraries and the communities they serve? Rules that are designed to be more flexible and more usable across information communities Rules that are a better fit with emerging technologies, especially sharing data with the publishing community Rules that can support an improved discovery experience

Your Opinions Please A = Strongly disagree B = Disagree C = Don’t know D = Agree E = Strongly Agree

Rate these statements from A = Strongly disagree, to C = Do not know, to E = Strongly agree… RDA will be simpler than AACR2 and cost effective for libraries to implement and use RDA is compatible with future library metadata approaches incorporating machine-created metadata and advanced machine manipulation of metadata RDA will make library metadata more interoperable and useful in a digital, Web-based world

Beyond the Record Jean Godby

The Crosswalk Web Service: Operational Goals Leverage the expertise of metadata standards experts as widely as possible. Maximize the reuse of software. Manage the translation of different versions of metadata standards.

OCLC MARC Common Data Format MARC OCLC MARC OCLC CDF MARC XML DC XML DC-Qualified MODS ONIX Books MARC DC XML OAI-DC XML OCLC CDF MARC XML MODS ONIX Books The translations DC-Qualified ONIX Serials OutputsInputs RDA

What’s missing: a data encoding standard Most applications of the Crosswalk Web Service have involved AACR2-encoded data. The adoption of RDA will: Simplify the mappings. Let more relationships be expressed.

Mapping physical formats from ONIX to MARC ONIX record ONIX ProductForm AA Audio AB Audio Cassette … BA Book BB Hardback BC Paperback … DA Digital DB CD-ROM.. ZZ Other Merchandise ONIX to MARC map Input MARC record Leader Type of record … 007 Category of material Specific material designation … 008 Type of computer file … 300 $a Output

Mapping formats with RDA ONIX to MARC mapping Format type Media type Carrier ONIX record MARC record Input Output MARC record ONIX to MARC map

MARC OCLC MARC OCLC CDF MARC XML DC XML DC-Qualified MODS ONIX Books MARC DC XML OAI-DC XML OCLC CDF MARC XML MODS ONIX Books The translations DC-Qualified ONIX Serials OutputsInputs RDA

Future priorities Work with standards committees to identify roadblocks in the implementation of RDA. Make all OCLC-developed mappings publicly available.

Some important links OCLC Metadata Schema Transformation Services OCLC Metadata Services for Publishers

Polling question 2 What, if any, information would you find most useful? a.A list of RDA resources to help a library prepare b.Periodic updates on RDA development, testing, and implementation around the world c.I have all the information I need

Beyond the Record, Part 2 Ted Fons With thanks to Diane Vizine-Goetz, OCLC Office of Research

FRBR Entity Levels Revisited Item Manifestation Expression Work The novelOriginal TextTranslation Critical Edition Paper Copy 1 Autographed Copy 2PDFHTML The movie Original Version Based on a graphic in Tillett, Barbara "AACR2's Strategic Plan and IFLA Work towards an International Cataloguing Code“ (2002)

Share data elements across a FRBR Work Set Manifestation Expression Work The novel Original Text SummaryTranslation Critical Edition Cover Art Subject Terms

Work pages beta Provides a rich context from cataloging data

Polling question 3 What, if any, steps are you or your library taking toward implementing RDA? a.Changing our cataloging practices b.Attending RDA sessions and reading RDA materials c.Participating in standards work d.Waiting to see how others proceed e.No plans for implementation

OCLC’s Involvement with RDA Development Glenn Patton

OCLC and RDA Involvement through ALA ex-officio membership in the ALA Committee on Cataloging: Description and Access MARC Advisory Committee Joint Steering Committee's two RDA Examples Groups RDA/MARC Working Group ALA ALCTS RDA Implementation Task Force Presentations at various program sessions

OCLC and RDA Involvement through IFLA Membership in the FRBR Review Group Leadership for the FRBR Review Group’s Working Group on Aggregates Leadership for the Working Group on Functional Requirements and Numbering of Authority Records Membership in the Working Group on Functional Requirements for Subject Authority Records Membership in the ISBD Review Group

U.S. National Libraries Testing Coordinated by LC, NAL and NLM Various types of organizations Academic libraries, public libraries, school libraries, special libraries, cataloging agencies Variety of cataloging systems, OPACs, types of material, formats and rules 6-month testing period beginning after the release of RDA Online Initially working with MARC 21 records

Testing Methodology Core set of 25 resources which each of the participants will catalog using AACR2 and RDA Other resources from the institutions’ usual materials Online survey forms to gather qualitative and quantitative feedback Review and analysis of the records

MARC 21 Changes Bibliographic records 040 ‡e code ‘rda’ to identify the rules used New fields for content type, media type and carrier type Field 336 – Content type Field 337 – Media type Field 338 – Carrier type Authority records 040 ‡e code ‘rda’ to identify the rules used Other fields for entity attributes OCLC implementation in time for use in the testing

Additional Resources The JSC web site The RDA Online web site MARC 21 changes LC/NAL/NLM testing

Additional Resources Resource Description and Access: Background/Overview. (May 14, minutes) Cataloging Principles and RDA: Resource Description and Access. (June 10, minutes) FRBR: Things You Should Know but Were Afraid to Ask. (March 4, minutes)

Additional Resources OCLC Training Portal

Questions?