Why wait? Convert your e-resource bibliographic records to RDA. Library vendors can help convert your existing catalog records. In-house options are also available. The Library of Congress has updated thousands of authority records to RDA headings. Combine your RDA conversion project with authority control processing to maximize your effort. Some additional steps for the project may include use of ILS global update functions and load table profiles. Presenter Richard Guajardo Head of Resource Discovery Systems, University of Houston

1. Converting Your e-Resource
Records to RDA
Richard Guajardo, University of Houston
NASIG 29th Annual Conference
Taking Stock and Taming New Frontiers
Ft. Worth, May 1-4, 2014

2. University of Houston Libraries

3. RDA Conversion - Benefits
• Refreshed and
converted RDA
database
• More user-friendly
catalog:
• updated material types
• more consistent authority
headings
• fewer abbreviations image source: http://www.123rf.com

5. RDA Implementation - Conversion
Bib Records Conversion Strategies:
• MARCIVE RDA Conversion Process – records for physical
items, databases, electronic government
documents, electronic music scores (2 million records)
• In-house RDA Conversion Process – ebooks/ejournals records
(1 million records)

6. RDA Conversion
• MARCIVE RDA Conversion Process:
• Send files to MARCIVE
• MARCIVE test RDA conversion – 1 week
• MARCIVE send test file to us for approval
• Final conversion (7-10 days)
• Load converted record back to III
• In-house RDA Conversion Process:
• Global RDA Update of E-books/E-journals

7. RDA Conversion Planning
• Revise Material Types
• Updated Catalog Search
• RDA Content, media, & Carrier Types
• RDA Implementation Preparation
• RDA Conversion
• Conversion Timeline
• Post-RDA Conversion Practice

8. Material Type (BCode2)
Upgrade
• Why upgrade the Material Types?
• The General Material Designation [GMD] in the title is
replaced with more specific CMC fields in RDA
Content type
Media type
Carrier type
• We need to revise our material types to be more
specific to match CMC fields
• Ensure the insertion of appropriate CMC fields in the
RDA records conversion process

9. RDA Implementation - Preparation
Material Type Code/BCODE2 Upgrade: How?
• Created more specific material types under:
-E-resources
-Video
-Audio
• Created new icons for new material types
• Updated constant data records in OCLC
Connexion

10. Revised Material Types

12. RDA Implementation – Preparation
• Configure Load Tables for New RDA Bib. and Authority
Fields
• Install AACP for RDA Authority Headings Change
• Launch BCODE2 (material type) Changes for RDA GMD
Replacement

13. Load Tables
• Request a Service Commitment (CSDIRECT) for an RDA load table
update
• UH has 60 load tables for bibliographic and authority records (some
not active)
• Revise the load tables as additional RDA updates are adopted
• Used daily for batch load work in acquisitions and cataloging
functions (including reloading of records processed by Marcive for
authority control and RDA conversion)
• Reloading of one time projects (OCLC reclamation project)

14. RDA Implementation - Preparation
Configured Load Tables to Incorporate RDA
Fields!
For Bib. and Authority Records

15. RDA Implementation - Preparation
Automatic Authority Control Processing (AACP) Installed!
• Automatically converts heading in existing bib records
when a new authority record is added to the system
• Preparation for loading a large volume of revised LC
converted RDA authority records
• Reduces our incoming authority maintenance work

16. AACP for RDA Authority Heading
Changes
• Automatically updates headings in a bibliographic record
• Requires a 4XX reference in the authority record
• Triggered by a change in the authority record
• Heading in bib record must match 4XX exactly

17. AACP Installation – Automated
Authority Control Process
Courtesy: csdirect.iii.com

19. Content, Media, & Carrier Types
e-Resource
(Category)
Code Content type Media
type
Carrier type
E-GOV DOCUMENT m Text computer online resource
CD-ROM 5 computer program computer Computer disc
WEB RESOURCE 6 text computer online resource
DATABASE 4 text computer online resource
E-BOOK 2 text computer online resource
E-JOURNAL 3 text computer online resource
DATASET 7 computer dataset computer online resource
E-MUSIC SCORE 8 notated music computer online resource

21. B
C
O
D
E
2

22. NO
[GMD]
CMC fields
suppressed

23. Content, Media and Carrier
information in MARC record

26. RDA Implementation - Conversion
In-house RDA Conversion Process:

27. Post-RDA Conversion Practice
• Physical items + (databases, electronic government
documents, electronic music scores)
• Continue accepting best available (RDA or AACR2) records from OCLC
or other vendors
• Revised local OCLC constant data records to accommodate new
material types
• Weekly, pull together new bib. records for authority processing and
send to Marcive for RDA conversion
• E-books/E-journals
• Receive Serials Solution ebook and ejournal records bi-monthly
• Configured load table to insert RDA fields to records
• Convert these in-house because of fluidity of records

28. Post-RDA Conversion Practice
Ebooks/Ejournals:
A load table was created to:
• Insert 040 $e field
• Insert RDA CMC fields
• Change [s.l.] [s.n.] to [Place of publication not identified]
[publisher not identified]

29. Post-RDA Conversion Practice
Physical Items:
• Continue to bring in full records from OCLC and other vendors
• Continue to have MARCIVE convert bibliographic
records to RDA as part of the overnight authority
processing (weekly)
• Add to
catalog if
available
RDA
• Add to
catalog if
no RDA
AACR
• Mixed
results?
Hybrid

30. RDA Implementation – Local Guidelines
• Accept AACR2 records or RDA
records from OCLC and third-
party vendors
• Apply the specifications we set
with MARCIVE for our RDA
conversion when an original RDA
record is created in-house
• MARCIVE converts our bib.
records into RDA records with
overnight authorities processing
(weekly @ UH)
Image source:
http://contemporaryhandmadealliance.blogspot.com

31. RDA Implementation – Challenges
• Technical Delays:
- update discovery system profile
required 4-6 weeks
- updated bib. records were
reloaded into discovery system
- ILS backup file transaction
space was limited
• Group Consensus:
- reaching decisions on
Material Types codes and
vocabularies
Image source: http://splitpease.ordpress.com

32. Thank you
NASIG 29th Annual Conference
Taking Stock and Taming New Frontiers
May 1-4, 2014
Ft. Worth, Texas
--Richard Guajardo, University of Houston
guajardo@uh.edu
ConvertingYour e-Resource Records to RDA