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Navigating the RDA Toolkit

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Navigating the RDA Toolkit Powered By Docstoc
					Canadian Library Association Training
Documentation
Created 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
   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
About the RDA
 Toolkit
   The link to the “About the RDA Toolkit” is located at the
    bottom of the left navigation bar
   The “About the RDA Toolkit” includes information regarding
    the National Libraries responsible for the content, the
    publishers, copyright and licensing information
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
                                             1 RDA Toolkit Demo By Christine
                                             Oliver
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
   Enter user name and password for the institutional site
    subscription
   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




                                             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
   Use the a proxy server to authenticate as a user from an
    institution with an IP recognition site subscription
   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
Creating and Using
User Profile
   Click on “Create” button
   Enter information needed to create a new profile such as full
    name, profile name, email address and password
   Agree to the RDA toolkit      RDA Toolkit Terms and
    terms and conditions by        Conditions
    checking the “Agree” box
   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
   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
RDA
   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
   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
   There is many new terms in RDA         Clicking on these hyperlinks leads
   Therefore there are hyperlinks in       to the definition of the term in the
    the text of RDA to glossary terms       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
   Sections of RDA text maybe bookmarked
   In the “Managing Bookmarks” box click on “Add” to add new
    bookmark
   Click in the RDA document for the location of the bookmark
   In the “Add Bookmark” box type “Bookmark Name” and
    “Bookmark Annotation” box add annotation and click “Set”
   The following icon denotes that a section of the RDA
    document has been bookmarked

   Bookmarks are saved in the “My Profile – Managing
    Personalizations” section
   Clicking on “Print Text”      PDF document of RDA text
    creates a PDF document         for printing
    that maybe printed
   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
   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
   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
   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 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 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



                                                                            1 From Wikipedia
                                                                            2 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 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

                                                        1 From Wikipedia
   For the FRAD entity -- Name the Related Instructions and
    Related Encoding for each of the Attributes for Name are
    available
RDA Mappings
   The “Tools” tab has 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.1

















                                                              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




                                                    1 RDA to MARC Bibliographic
                                                    Mapping
   RDA to MARC Bibliographic      MARC Bibliographic to RDA
    Mapping                         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




                                                    1 RDA to MARC Bibliographic
                                                    Mapping
   RDA to MARC Authority      MARC Authority to RDA
    Mapping                     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




                                                1MODS: Metadata Object Description
                                                Schema Official Web Site

                                                2From Wikipedia
   RDA to MODS Mapping
ERDS and Schemas
   The “Tools” tab has documents
    that assist in accessing RDA
    content.
   Two of these documents in the
    “Tools” tab is the Entity
    Relationship Diagram (ERD) and
    Schemas




Entity Relationship Diagram (ERD)    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
   Entity Relationship Diagram (ERD): RDA Relationship
    Overview
   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




                                                  1 From Wikipedia
                                                  2 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 Schema
                                                  2 RDA Toolkit Universal Schema
   Schemas available in the RDA toolkit may be downloaded to
    an XML or text editor.
   RDA Core Element Set Schema
   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
   Downloaded customized RDA schema
AACR2
   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)
   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 LCPS




                                           1 LCPS for RDA 0.0
Other Resources
   The “Resources” tab allows has documents related to RDA.
   On the “Resources” tab is links to 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
Quick Search
   The “RDA Quick Search” box is located on the user menu
   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




    Example of RDA Quick Search               Example of RDA Quick Search
    on the phrase “Extent”                    for the Rule RDA 3.4.5


                                                             1 RDA Toolkit Help: Search
                                                             Tips
Advance Search
   Click on “Advance Search” on the user menu
   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
   The following is an example of the
    search for “Title Proper” for
    Integrating Resources in RDA
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”
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
   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




                                                                  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
   Add mapping content using the Mapping Editor click on the
    symbol    to save the mapping
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
   The levels of permissions for sharing            The levels of permissions for sharing
    workflows may be changed by clicking on “My       workflows may also be changed by selecting
    Profile” on the user menu                         level of permission in “Share Mode” in
   Click on the “Change Sharing Mode” for the        Workflows Editor
    any Workflows saved
   Select the level of permission for sharing
    workflows and click “Update”
   The levels of permissions for sharing            The levels of permissions for sharing
    workflows may be changed by clicking on “My       mappings may also be changed by selecting
    Profile” on the user menu                         level of permission in “Share Mode” in
   Click on the “Change Sharing Mode” for the        Mappings Editor
    any Mappings saved
   Select the level of permission for sharing
    mappings and click “Update”
   Click on “Your Workflows” and right click on workflow
   Select “This Frame” and “Show only this Frame”
   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”
   The address of this web page may be used to link to Mapping
RDA Toolkit Help
   The link the “RDA Toolkit Help” is located at the bottom of
    the left navigation bar
   The RDA Toolkit Help has useful tips for teaching the RDA
    Toolkit

				
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