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Rda Module 4: Navigating the RDA Toolkit
1. 1
MODULE 4 : NAVIGATING
THE RDA TOOLKIT
Adapted by: Rebecca Burbank,
Based on slides created by: Marcia Salmon
2. Outline of RDA Toolkit Training
2
Accessing the RDA Toolkit
Introduction to the RDA Toolkit
Navigating RDA Toolkit Documents
Searching the RDA Toolkit
User Contributed Workflows and Mappings
5. Logging into the RDA Toolkit
5
We will login to the RDA Toolkit in two ways
IP Recognition for McGill‟s Site Subscription
licence
1.
When using a computer on campus, or the McGill
VPN, you will be logged in automatically
Individual subscription login
2.
Logging in with username and password to access
your profile
8. Logging into the RDA Toolkit
IP Recognition for Site Subscription licence
8
McGill users are authenticated through the proxy server, logging
into RDA toolkit is automatic
Easy to tell that when logged into the McGill account, you should
see this in the top right hand corner of screen
11. About the RDA Toolkit
11
RDA has been created by a
collaboration of international libraries
lead by the Joint Steering
Committee
The Toolkit has been published by the
ALA, CLA and CILIP
The link to About the RDA Toolkit is
located at the bottom of the navigation
bar
13. Benefits of the RDA Toolkit
1
13
RDA content and RDA software are combined in the
RDA Toolkit
As a web tool – greater flexibility and versatility
Easier to integrate into your daily work
Can be used in many different ways, by many different
levels of staff
16. RDA Tab
16
The RDA Tab allows for browsing of the
RDA content
Starting point for browsing the Table of
Contents
17. RDA: Navigating RDA Using Table
of Contents
17
The content of RDA may be browsed in the RDA
Table of Contents
Click the plus sign to expand and browse the
RDA table of contents
19. Scavenger Hunt
19
From the RDA Table of Contents, locate 19.1.1
Sources of Information
Are there any LCPS associated with this
element?
20. RDA: Glossary
20
There are 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
22. RDA: Synchronize with Table of
Contents
22
Synch TOC Icon synchronizes the Table of Contents
with the section of RDA that is being displayed
Useful when scrolling or following links in the Toolkit
24. RDA: Viewing Options
24
The elements viewed in the RDA Toolkit can be filtered
From the View Text Menu you have the option of viewing:
•The Full text of RDA
•The Core Elements
•Elements without the examples
•Elements without personal
bookmarks
25. RDA: View Text
25
To hide examples in RDA click Hide Examples on View Text menu
The filtered icon indicates that the RDA document is filtered
Click Show Examples on View Text menu to undo the Hide Examples
display of RDA
26. Scavenger Hunt
26
Using the View Text Icon hide the examples in
the RDA Toolkit
Using the Table of Contents, locate element
19.2.1.3
Using the View Text Icon display the examples
in the RDA Toolkit
Who is the 3rd example shown?
28. RDA Element Set View
28
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 uses Functional Requirements for Bibliographic
Description (FRBR) and Functional Requirements for
Authority Data (FRAD) as a theoretical framework
29. RDA Element Set View: FRBR
29
This section can be used to explore RDA
through the FRBR Model and see how they
correlate to RDA
30. RDA Element Set View:
FRAD
30
FRAD Entities were created for relating
the data in library authority records to the
needs of the users
RDA can be explored via the FRAD
model Table of Contents
33. RDA Mappings
33
The Tools Tab contains documents that
assist in accessing RDA content.
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”
34. RDA Mappings:
MARC Bibliographic to RDA
34
MARC is the most popular encoding standard for encoding
bibliographic data for library catalogues.
The RDA Mappings tool maps RDA elements to
corresponding MARC bibliographic elements, in either
direction
36. RDA Mappings:
RDA to MARC Bibliographic
36
While there is often 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.
New MARC 21 bibliographic data fields created for the
implementation of RDA: 336, 337, 338
37. Scavenger Hunt
37
Locate the RDA to MARC Bibliographic
Mapping
Which MARC fields are mapped to RDA
Instruction Number 2.12.8?
38. RDA Mappings: RDA to MARC
Authority Mapping
38
RDA to MARC Authority Mapping can also be viewed in
either direction
39. RDA Mappings: RDA to MODS
Mapping
39
Metadata Object Description Schema (MODS) is a schema for a
bibliographic element set
MODS was designed as a compromise between the complexity of
the MARC format and the extreme simplicity of Dublin Core
metadata
42. Entity Relationship
Diagrams
42
The Tools Tab contains documents that
assist in accessing and understanding
RDA content
The Entity Relationship Diagram (ERD)
documents are located here
FRBR and FRAD are entity relationship
models
These entity relationship models may be
illustrated in diagrams
46. AACR2
46
The Resources Tab allows contains
documents related to RDA
One of these documents in the Resources
Tab is the Anglo-American Cataloguing
Rules Second Edition (AACR2) 2002
revision
It‟s key word searchable…
47. AACR2
47
The text of AACR2 may be browsed using the navigation bar
This symbol is used for internal links to various sections of the AACR2
AACR2
RDA
This symbol is used to link AACR2 to the corresponding guideline in
RDA
Synch TOC, Bookmark and Print Text functions are available
49. Library of Congress Policy
Statements
49
The Resources Tab contains documents
related to RDA
One of these documents is the Library of
Congress Policy Statements (LCPS)
50. Library of Congress Policy
Statements
50
The Library of Congress Policy Statements (LCPS) are
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 practice
It is hoped that the other National Libraries that
contributed to RDA will make their policy statements
available in the RDA toolkit
51. Library of Congress Policy
Statements
51
The LCPS is also embedded in the related sections of RDA
This symbol is used to link the RDA to the full text of LCPS
LCP
S
54. Other Resources
54
There are links to the following resources, these
resources open in a separate browser window:
FRBR
FRAD
FRSAD
MARC Standards
Dublin Core Meta Data Initiative
Open Archives Initiative
Open Metadata Registry
LC Cataloger's Desktop
XC Extensible Catalog
57. Quick Search
57
The RDA Quick Search box is located by the user menu
The RDA Quick Search allows for the searching of:
RDA Chapters, Appendices and Glossary for words or phrases
RDA instruction numbers
61. Advanced Search
61
Words or phrases may be searched
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
Searches may be saved when logged into your profile
63. Scavenger Hunt
63
Searching within RDA locate all instances of
the words Music Score
How many results are there outside of the
glossary?
Challenge: if you exclude the examples, how
many results do you get?
65. AACR2 Rule Number Search
65
RDA may be searched by AACR2 Rule Number in the Advanced
Search screen
Enter AACR2 rule number in the AACR2 Rule Number search box
66. AACR2 Rule Number Search
66
The following are the results for the AACR2 Rule Number Search
for AACR2 2.5B2
68. The User Profile
68
User profiles allow for the personalization of the RDA Toolkit by
giving users the ability to:
Create Bookmarks
Create Workflows
Save Searches
Create Mappings
The user profile maybe updated or reset
74. Logging into the RDA Toolkit
Individual Subscription Login
74
Institutional and single user‟s name are displayed when
logged in
The My Profile, Support and Log Out icons are
displayed
75. Creating A User Profile
75
Institutional and user’s name are displayed when
logged into the individual‟s profile
When logged into your profile these icons will display:
My Profile
Support
Log Out
76. The User Profile
76
Report technical issues via the RDA Toolkit Support Centre
Access this page with the Support Icon or Feedback Button
80. RDA: Bookmark
80
In the Add Bookmark box type Bookmark Name and
Bookmark Annotation box add annotation and click Set
81. RDA: Bookmark
81
The following icon denotes that a section of the RDA document has
been bookmarked
Bookmarks are saved in the My Profile – Managing
Personalizations section
82. RDA: View Text
82
To hide bookmarks in RDA click Hide Bookmarks on View Text menu
The Bookmark Icon will disappear
Click Show Bookmarks on View Text menu to undo the Hide
Bookmarks display of RDA
83. Scavenger Hunt
83
Using the table of contents, find section 17
Create a bookmark at the location assigned to
you
Use your name as the Bookmark Name
86. Creating a Workflow or
Mapping
86
The Tools Tab allows for the creation of
user contributed content that is used to
assist in accessing RDA
The two types of user contributed content
in the Tools Tab are the Workflows and
Mappings
87. Workflows or Mappings
87
Workflows may be used to:
Create customized, user created guides for RDA Toolkit
documents and external web resources
Share best practices for cataloguing types of materials or
local cataloguing agency policies
Workflows also may be shared
90. Creating Workflows
90
In the Name Your Workflow box. Enter the Workflow
title.
Use an existing workflow as a starting point by selecting
a work flow in the Copy Existing Field
Clicking on Go opens Workflow Editor
92. Scavenger Hunt
92
Looking within the Tools Tab, find the Shared
Workflows titled:
„LC
Staff: Simple Book‟, &
„LC Staff: Simple Book (MARC)‟
What is the organizational difference between
the two?
93. About Mappings
93
The RDA Mappings documents are the
official mappings
Customized mapping between RDA and a
metadata standard may be created and
shared
User generated and shared mappings are
located under the Mappings section
Click on Create Mapping to begin
94. Creating Mappings
94
Enter the Mapping title in the Name Your Mapping box
Use an existing mapping as a starting point by selecting
a work flow in the Copy Existing Field
Clicking on Go opens Mapping Editor
95. Creating Mappings: Mapping Editor
95
Add mapping content using the Mapping Editor click on the save
icon to save the mapping
97. Sharing Workflows or Mappings
97
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
98. Sharing Workflows
98
The level of access granted to
workflows may be changed via
the User Profile
Click on Change Sharing
Mode to change the level of
access granted to other users
Select the level of permission
and click Update
100. Sharing Mappings
100
The level of access
granted to mappings may
be changed via the User
Profile
Click on Change Sharing
Mode to change the level
of access granted to other
users
Select the level of
permission and click
102. Linking to Workflows or
Mappings
102
To link to a Workflow or Mapping from another location, first
display the correct web address
Right click on the body of the Workflow or Mapping you
want to link to
Select This Frame and Show only this Frame
103. Linking to Workflows or Mappings
103
After selecting show only this frame the web address
should change
The new address of this web page may be used to link to
the Workflow or Mapping
We are going to explore the toolkitThis is an introductory look at the tool kit, it is hoped that by the end of this module, trainees will be comfortable :Navigating the three tabs in the toolkit to find the information that they needUsing the search functionNavigating the toolkit using the internal linksKnow about mappings and workflows, but not necessarily how to create one
We will only log into the individual profile if we have time.***This training module has been organized so that logging in to the individual account is not necessary until trainees reach the section about setting bookmarks and creating workflows and mappings.
When finding the toolkit through a search engine this is the page that will usually be foundThe RDA toolkit is also in the McGill catalog, we can access it that way too!!From here we can access the toolkit by clicking on the ACCESS button
We have a good range of functionalities when just logged into the McGill account.We can:Browse RDAAACR2LCSPShared workflows and mappingsWe cannot:Create our own workflows and mappingsSee or create our personal bookmarksSave searches
Fancy way of saying that the site will recognize the machines at McGill and log us in automatically.This is what it will look like when you arrive at the toolkit when using a computer on the McGill network. This shot computer is logged into the McGill account but not into a individual account.Get everyone to get to this point and be sure that they are all recognized as McGill University library
Start here….
New editions of the elements are added seamlesslyThe toolkit is searchable which allows a new way to navigate this type of materialThe toolkit has an area which allows for user generated work tools to be stored: workflows and mappings. These can be linked to RDA content and external sites so that complete instructions for a procedure can be built within the toolkit.
We are logged in as McGill and are ready to look through the different content within the toolkit.The first tab we are going to look at is the RDA Tab
This is the first tab that we will explore
This way we can see all of the segments located within the RDA section of the ToolkitThe RDA table of contents can always be accessed by clicking on the RDA tab.When flipping between tabs your place will not be lost.
This shows how far into the RDA content you can browse through the table of contentsThis is also a great example of how the Toolkit links to resources within the toolkit The green LCPS icon indicates that there is a library of congress policy statement associated with this elementThis is one of several types of links that are made within the toolkit
There aren’t
If you scroll (or use the TOC to arrive at) to 5.7.1.1 Basic instructions on Recording Dimensions and look at the scope you will see the glossary hyperlinkGlossary hyperlinks are brown with a downward pointing triangle at the endThere is also a LCPS link in this screen shot, and the synch TOC button was used
Users can navigate to the glossary by using the search functions, the TOC, or via the links scattered throughout the RDA Toolkit
When browsing sometimes is can get confusing to determine where you are in relation to the larger organization of the Toolkit. To demonstrate this, direct trainees to go into the RDA tab and select any element, then scroll down so that the element that you chose is no longer visible.Users might also have navigated to the glossary during the last explanation, the TOC can be synched to the glossary as an example.To synchronize the table of contents with your location use the synch icon under the search boxYour location will be indicated in bold in the TOC
The pdf that is created is the entire section. For example if you were viewing 17.4, 17-17.12 would be in the pdf.
When viewing the RDA elements and sections with only the core elements visible the ‘Core’ icon will appear.**What are the core elements?Certain elements in RDA are identified as core elementsCore elements support user tasksAs a minimum, a resource description for a work, expression, manifestation, or item should include all the core elements that are applicable and readily ascertainable.When viewing the RDA Toolkit without the bookmarks or without the added examples it is indicated by the ‘filtered’ icon
Kermit
RDA content can be browsed here through they layout of theFRBR modelThis section is RDA content, it is simply organized in a different way Like other sections this area can be browsed using the table of contentsThis is a useful tool to show how RDA correlates with the FRBR and FRAD modelsLike the RDA section it is easy to flip between the sections, they have been broken down to represent pageFunctional 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 * ObtainIt represents a more holistic approach to retrieval and access as the relationships between the entities provide links to navigate through the hierarchy of relationships.1There are 3 groups of FRBR entitiesGroup 1 entities deal with the output of artistic or intellectual endeavours which are Work, Expression, Manifestation, and ItemGroup 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
Shown here is the MARC Bibliographic to RDA MappingBecause MARC is what we use at McGill this tool will be useful to cataloguers beginning to work using RDA. The mapping between MARC and RDA can be found easily, it is listed within the Tools tab, under Mappings in the TOC
There are many elements mapped to this field.A good example of how rich RDA is and how MARC is limiting the display of this collected information.
Shown here is the location of the RDA to MARC Bibliographic Mapping (within the Tools tab)Also this shot shows how a mapping looks when there is not a one to one correlation
490, 800, 810, 811, 830
The RDA mappings also include RDA to MARC Authorities
MODS was developed by Library of Congress' Network Development and Standards Office.
Workflows can be written to include links to all the resources used in the processing of certain materials. Links within the toolkit can be made as well as links to external sources.When logged into a personal account users can create workflows and share them with colleagues or the publicWhen logged into just the McGill account shared workflows can still be used
The Entity Relationship Diagram (ERD) tool includes :an overview of the relationship of FRBR and FRADdiagrams of Core, Enhanced and Specialized for each of the Attributes 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
Core RDA elements for describing a work displayed visuallyThis has embedded links that lead users to the RDA elements listed
Another example of this information displayed visually
When in AACR2 (or in other resources) you can toggle between tabs you can flip back to the RDA tab to compare content
AACR2 is linked to throughout the RDA Toolkit and can be accessed through any icon that looks like this.
2.8.2.411.13.1.319.2.1.3
12 outside of the glossary4 when limited
Searching in RDA documents one can find all instances of specific AACR2 rules
This section is not necessary for all training sessions, or for all users of the toolkit.If time allows, this section will cover the additional functionalities that users have access to when they create an individual profile.
Add the user profile icon to the upper right hand cornerBenefits
This was the login used for the March 22nd trial training session
The visual cues associated with being logging into a user profile are the institutional name, the full name of the single user. Also, the my profile , support and log out buttons.
This is a redo of slide #74The following visual cues are associated with being logged into a user profile: welcome user, institutional name, my profile , support and logout buttons
Click on Bookmark in the “Managing Personalizations” section of “My Profile” to link to the bookmarked section of RDAThe Bookmark maybe Deleted by clicking “Delete”
Assign each person a different number within section 17. 17.1, 17.2 etc…Section 17 goes up to 12.
Where can we find the workflows and mappings?
This is also available to see in the toolkit under tools
From this we can see that the workflows can be set up to accommodate a variety of styles.
Again, this is just an introduction to user generated mappings and workflows. Additional training or practice will be needed to learn to create high quality and useful mappings or workflows.
This is a screen shot to show what the mapping editor looks like
All workflows created by an individual are listed in their profile. They are the only user that can change the content of the original document.Access to the individual workflows or mappings can be changed from the user profile.