Final Report of the SCT RDA Training Materials Task Group

This final report will address the main areas of the charge and include a list of recommended materials and 4 appendices: Appendix A: RDA implementation dependencies appendix Appendix B:

Report of the SCT RDA Training Materials Task Group

(Submitted to PCC Standing Committee on Training May 30th, 2012) _

The Task Group was charged with collecting existing RDA training materials to be used for PCC training This final report will address the main areas of the charge and include a list of recommended materials and 4 appendices:

Appendix A: RDA implementation dependencies appendix

Appendix B: Revision of PCC RDA Frequently Asked Questions

Appendix C: Sample of Permission Request Letter

Appendix D: Full list of RDA training materials gathered by the Task Group

including many items that were not included in our main list due to space constraints.

The group had four main elements in its charge, each is listed below and followed by comments.

1 Collect existing RDA training documentation from PCC and non-PCC sources

 Materials should cover the most relevant training needs (e.g FRBR, AACR2 vs RDA bibliographic and authority data, etc.) and address a variety of audiences (original and copy catalogers; BIBCO and CONSER; books, visual materials, music, law, etc.)

The initial list that helped to jump start the work of the group was based on the Columbia University list of RDA training materials First, the websites of the Library of Congress, Joint Steering Committee for Development of RDA (JSC) as well as major universities that had implemented RDA and/or participated in the test were consulted LC’s and JSC websites had the most number of relevant resources To add to the list, the group used the results of the PCC RDA survey conducted by Policy Committee in December 2011 (kindly forwarded by Les Hawkins) After that, the search was expanded to other countries: Canada, Australia, New Zealand, and Europe Out of these four, the Library and Archives Canada and its chapters in Ontario, Alberta and British Columbia had a significant number of excellent resources on RDA training The materials available at the national libraries of Australia and New Zealand, and British Library and EURIG (European RDA Interest Group) were primarily informational in nature and more concerned with implementing RDA locally For special formats we reached out to our

colleagues: music, map, law and rare book catalogers, who made valuable recommendations and later helped with the review

 Identify areas where recommendations listed under the “Training Issues” of the

“PCC Policy Statement on RDA Training” RDA-Training.html) can be addressed

(http://www.loc.gov/catdir/pcc/Policy-According to the PCC policy statement on RDA training it is important to include the

“underlying principles of RDA … [including] the idea that bibliographic description should

be regarded as a set of reusable relationship information packets, rather than a monolithic set

of individual and indivisible records.” The second section in the list of recommended

materials consists of theoretical foundations and there are notes throughout the list about which presentations are more theoretical and which are more practical.

The resources listed in our various categories include materials produced by a wide variety of libraries and organizations The availability of many Power Point and video presentations along with print materials allows the creation of a wide range of training plans

to meet the needs of institutions and of individuals

The Library of Congress plan emphasizes classroom training, with 40 classroom hours over a month’s time (http://www.loc.gov/aba/rda/pdf/RDA_Long-Range_Training_Plan.pdf) This is to be expected of a large library, committed to consistent work by hundreds of

catalogers, but other libraries will want more flexible plans For example, when NCSU trained for the RDA test, they had about 13 hours of instruction over four days

(https://staff.lib.ncsu.edu/confluence/display/MNC/RDA) Since videos and slide shows are adaptable to self-study, other institutions may choose to have even fewer classroom hours.

 Materials can include textual resources as well as non-textual resources (for

example, ALCTS webinars, LC videos, YouTube presentations, etc.)

PowerPoint presentations and webinars comprise the largest number of resources that were selected Others include documents in Word or PDF format and websites and YouTube videos

2 Request any necessary permission from creators or stakeholders to use the collected training documentation for PCC training

Creators and stakeholders of training materials are given appropriate credentials in citations They will be contacted to request a permission to use the desired materials at a later time, after materials have been approved by the SCT Draft of the Permission Request Letter is included in the Appendix C of this report

3 Working with the PCC Secretariat, who in turn will work with the Library of Congress’ Policy and Standards Division (PSD), review all collected RDA training documentation for accuracy and compliance with PCC policies, thereby designating a set of “PCC Approved” RDA training documentation

The gathered materials originally fell into twenty categories based on their content and intended audience They were posted on a wiki for preliminary review The process of review generated much discussion, and called for some consultation with the SCT In addition to PCC compliance, materials were evaluated for currency, presentability and for suitability to our

audience Some materials were rejected as being either introductions or reference materials rather than training resources Only freely available materials were considered for the final list After substantial review and re-arrangement of materials twenty categories were reduced to the following six:

1) General documentation, including cheat sheets, charts, etc., which individual libraries can adjust and use as needed for their particular situation We also included a subsection called

“Training plans” in the Full list, see Appendix D.

2) Theoretical Foundations (including FRBR and FRAD) It contains links to resources on the theoretical background and conceptual model of RDA

3) Introductions to the RDA toolkit.

4) RDA for general cataloging—those presentations (i.e., PPTs) directed toward books and/

or those which don’t specify a format

5) RDA for special formats—those presentations (i.e., PPTs) intended for videos, sound recordings, etc.

6) RDA and authority records

Although the group’s charge speaks of different needs for copy and original catalogers, the distinction between the two groups vary from institution to institution Many of the

materials in the “General documentation” category are appropriate to a wide range of staff, while the following categories are generally aimed at catalogers with responsibility for creating or editing records

We assume that most PCC libraries will be using the NACO training course for authority records However, we have included a section on authority records for the benefit of non- NACO libraries that may look to the PCC for some basic information on RDA implications for authority work Catalogers in NACO libraries may also benefit from alternative presentations But, neither authority nor bibliographic record examples were included, since we know other PCC and SCT groups are working on collecting examples of records.

At the time of preliminary report, the group had gathered more than one hundred

resources The Standing Committee on Training suggested that this number be pared down in order to minimize the amount of review involved in the “PCC approved” vetting period The SCT members helped in the reduction process by voting “Keep/Do not keep” on every resource, along with comments As a result the group agreed to keep all LC and ALCTS resources, which constituted the so called “Must Have List”, and chose others that were especially valuable and received majority of votes by the TF members and the SCT

A list of recommended resources is included in this report It includes 38 items

accompanied by annotations The list is current as of May 15th, 2012 As more training materials become available the group didn’t see it feasible to make further updates to the list However, a recommendation to have the list reviewed periodically to keep it up to date was included in Appendix A

The initial list of over a hundred resources is included as an Appendix D The task group members were surprised by the large number of good materials that are available, and wanted to share the full list as well as the edited final version.

4 Post to the PCC site and organize for easy navigability: Clearly state that the collected RDA training documentation will be reviewed and vetted for PCC training purposes; Clearly state that the collected RDA training documentation may be posted to the

Cataloger’s Learning Workshop (CLW) web site (http://www.loc.gov/catworkshop/) and shared publicly for PCC and non-PCC use, with proper attribution

After the review and approval of recommended materials by the SCT and PSD they will be posted on the CLW website

Task Group Members:

Larisa Walsh (University of Chicago, Chair)

Becky Uhl (Arizona State University)

Hien Nguyen ( PCC Secretariat)

Susan Summer (Columbia University)

Amy Turner (Duke University)

SCT RDA Training Materials Task Group’s List of Recommended Resources (submitted with final report May 30th, 2012)

Found on LC’s RDA website under “Documentation—Additional Information” <http://www.loc.gov/aba/rda/added_docs.html> along with:

 Where is it in RDA? (August 2011)

 RDA Alternatives and Options: LC's Policy Decisions (March 2012)

 Webliography (September 2011)

Core Elements for LC(December 2011) <http://www.loc.gov/aba/rda/pdf/core_elements.pdf>

Table listing all the elements in an LC RDA record, including those identified as “Core” and “Core if” in RDA, as well as additional elements LC considers core Includes RDA rule numbers, FRBR level, LC decisions and MARC tag Best for those with some exposure to RDA looking for LC policy decisions on core vs non-core

Where is it in RDA ? (August 2011) <http://www.loc.gov/aba/rda/source/where_is_it_in_RDA_rev.doc>

Table translating AACR2 terminology and concepts into RDA terminology and concepts, with RDA chapter references for each Good for those just starting out with RDA who want to understand how RDA relates to what they know

Found on LC’s RDA website under “Documentation—Additional Information” <http://www.loc.gov/aba/rda/added_docs.html> along with:

 RDA Bibliographic Record Checklist (July 2011)

 RDA Alternatives and Options: LC's Policy Decisions (March 2012)

 Webliography (September 2011)

RDA Alternatives and Options: LC's Policy Decisions (March 2012)

<http://www.loc.gov/aba/rda/source/alternatives.doc>

Table indicating LC decisions on RDA options, organized by rule number, with optional omissions and additions Best for those with some exposure to RDA wanting to know LC decisions regarding some RDA options.

Found on LC’s RDA website under “Documentation—Additional Information” <http://www.loc.gov/aba/rda/added_docs.html> along with:

 Where is it in RDA? (August 2011)

 RDA Bibliographic Record Checklist (July 2011)

LC exercises and answers, available at RDA Refresher Training at LC (October 2011)

THEORETICAL FOUNDATIONS

(including FRBR, FRAD)

These materials provide catalogers background information and training on FRBR, with introductions to FRAD and FRSAD The resources include PowerPoint presentations and links to freely available webinars In addititon to this list, some resources are available separately on the Catalogers Learning Workshop (CLW)

FRBR Overview and Application: Understanding Conceptual Relationships (revised Jan 2012)

<http://www.loc.gov/catworkshop/RDA%20training%20materials/index_PF.html>

This PPT presentation, with notes and quick quizzes, is module 1 of the series: Library of Congress Training for RDA, available through the Cataloger's Learning Workshop (CLW) RDA Training Materialspage Good for anyone interested in gaining a better understanding of FRBR and the differences

between works, expressions, manifestations and items

The module also includes:

 IFLA FRBR Report [PDF]

 IFLA FRBR Report: Section on Attributes [PDF]

 Test your knowledge of FRBR Terminology

 Test your knowledge of Attributes of FRBR Group One Entities

FRBR Terminology Quiz

<http://www.loc.gov/catworkshop/RDA%20training%20materials/FRBR_Quiz%201_Terminology/FRBR_Quiz 1_Terminology.htm>

This online quiz, part of Module 1 of LC’s Training for RDA, uses Adobe “Captivate” and requires Adobe Flash Player Prior to taking the quiz, catalogers should view the FRBR Overview and

Application module (described above) The quiz is available through the CLW RDA Training Materials page Good for anyone interested in testing their understanding of FRBR

The module also includes:

 FRBR Overview and Application: Understanding Conceptual Relationships

 IFLA FRBR Report [PDF]

 IFLA FRBR Report: Section on Attributes [PDF]

 Test your knowledge of Attributes of FRBR Group One Entities

FRBR - presented by Barbara Tillett (July 2009)

<http://presentations.ala.org/images/b/bd/FRBR_ALA_Preconf_2009Julyrev2.ppt>

Well-known PPT presentation by Barbara Tillett, at a preconference for ALA Annual, 2009, describing the FRBR entities (work, expression, manifestation, item) Good introduction for anyone interested in learning more about FRBR

FRBR as a Foundation for RDA presented by Robert Maxwell (Dec 2010)

<http://www.ala.org/ala/mgrps/divs/alcts/confevents/upcoming/webinar/cat/121510.cfm>

Free ALCTS webinar covering the basics of FRBR, including its development and contents Provides an understanding of the entity-relationship model at the base of FRBR, the FRBR entities and relationships, and the FRBR user tasks Good for anyone seeking to understand the theoretical foundations of RDA

The FRBR-RDA Puzzle: Putting the Pieces Together (2011) presented by Thomas Brenndorfer

<http://rdaincanada.wikispaces.com/file/view/ola_rda_brenndorfer_2011.pptx>

Very visual and clear PPT presentation with speaker notes and exercises Includes information on the history of FRBR and the organization of RDA The section “RDA in 10 easy steps” focuses on user tasks, FRBR entities and relationships Requires Office 2007 or later Good for anyone interested in a general overview of FRBR and RDA

With answers to exercises

FRBR Meets RDA presented by Jean M Pajerek (2011)

<https://confluence.cornell.edu/download/attachments/146903467/FRBR+Meets+RDA+May+2011.pptx

>

PPT presentation for Cornell University library describing the relationships between RDA and FRBR Includes examples and quiz at the end Requires Office 2007 or later Good for anyone interested in learning more about how FRBR relates to RDA

INTRODUCTION TO RDA TOOLKIT

Webinars and other training on using the RDA Toolkit

AACR2 to RDA: Using the RDA Toolkit presented by Troy Linker (Feb 2011)

<http://www.rdatoolkit.org/webinar/2011Feb>

Free ALCTS webinar recording (51:26 minutes) on how to use the RDA Toolkit Basic and clear, the webinar includes information on vocabulary and structure of RDA as well as orientation to the toolkit, with a short Q&A section at the end of the session Requires the most recent version of Adobe Flash Player, with javascript enabled Good for anyone looking for an introduction to the RDA Toolkit

Using the RDA Toolkit (revised 2012) <http://www.loc.gov/aba/rda/pdf/ToolkitCourse.pdf>

PDF course developed by LC on navigating, searching and personalizing the Toolkit, as well as use contributed content, and locate help and other resources Catalogers should expect to take approximately

user-3 hours to complete the entire course and have a subscription to the Toolkit Good for those looking for printable introduction and training on using the RDA Toolkit

RDA toolkit essentials presented by James Hennelly <http://www.rdatoolkit.org/essentials>

A free webinar, RDA Toolkit Essentials serves as an introduction and guide to using RDA Toolkit The webinar occurs every other month (typically on the third Wednesday), with each session focusing on the essentials of using RDA Toolkit The webinar reviews subscription options, logging in, navigating, creating Workflows, and setting bookmarks, as well as answering questions The site includes recordingsand slides from past webinars, as well as providing information on the next session Good for anyone getting started with the Toolkit

RDA FOR GENERAL CATALOGING

Presentations and webinars on cataloging using RDA, regardless of format

RDA Refresher Training at LC (October 2011)

<http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html>

PPT presentations, with speaker notes, exercises and answers, providing an overview of RDA, with reminders for LC cataloging staff who already had RDA training in 2010 Also covers LC’s changes in core elements and in policy decisions informed by the US RDA Test Site also includes a number of supplementary documents, some of which are listed separately in this document Best for those with somefamiliarity with RDA

 Module A: Introductory slides; Identifying manifestations

 Module B: Identifying works

 Module C: Identifying expressions

 Module D: Describing content of works and expressions

 Module E: Identifying persons, families, and corporate bodies

 Module F: Relationships: in bibliographic and authority records

RDA Refresher Training at LC: Special Topics (December 2011)

<http://www.loc.gov/aba/rda/Refresher_training_dec_2011.html>

Follow-up PPT sessions, with notes and examples, on a variety of special topics presented at the Library

of Congress for those LC catalogers who had returned to cataloging with RDA in November 2011 Best for those with some familiarity with RDA

 Art catalogs flowchart

 Art catalogs

 Compilations

 Conferences

 RDA Elements in NARs

 Relationship Designators in RDA NARs

 Revised editions

RDA Training presented by Christee Pascale and Jacquie Samples (Sept 2010)

Presentations given during 3 days of training at North Carolina State University, primarily about the bibliographic record, with some information on authority records as a resource (NCSU is not a NACO library) Requires Office 2007 or newer Good for those looking for a general introduction to RDA

Introduction to RDA presented by Robert Ellett (Sept 2010)

<http://www.ala.org/ala/mgrps/divs/alcts/confevents/upcoming/webinar/cat/092210rda.cfm>

Free ALCTS webinar highlighting the critical differences between the current cataloging rules (AACR2) and RDA The session is designed as a primer for both front-line catalogers and library administrators in all types of libraries who need to learn how bibliographic and authority records will change when RDA is implemented, with an introduction to record changes for both original catalogers and copy catalogers Good for anyone looking for an introduction to RDA

Preparing Copy Catalogers for RDA presented by Irina Kandarasheva and Mark Wilson (April 2011)

<http://www.ala.org/alcts/confevents/upcoming/webinar/cat/040611>

Free ALCTS webinar presenting the issue of training copy cataloging and acquisitions staff in the

fundamentals of RDA The session familiarizes technical services managers with the differences between AACR2 and RDA and facilitates teaching the basics of RDA to their staff, including providing guidance

in navigating the shared cataloging environments Best for technical services managers who need to train copy staff in using/identifying RDA records

LC RDA for Georgia Cataloging Summit August 2011

<http://www.loc.gov/aba/rda/Georgia_training_aug_2011.html>

PPT presentations including speaker notes, exercises and answers, designed for catalogers, particularly those who have primary responsibility for cataloging and cataloging training Similar to the LC Refresher training, but with clearer language Good for those looking for authoritative training for non-LC libraries.Introductory materials and modules:

 FRBR: Things You Should Know, But Were Afraid To Ask

 Looking to the Future with RDA

 Module 1: Background and structure of RDA

 Module 2 (part 1): Identifying manifestations and items

 Module 2 (part 2): Identifying manifestations and items

 Module 3: Identifying works and expressions

 Module 4: Persons, families, and corporate bodies

 Module 5: Relationships

 Module 6: Preparing for RDA

 Module 7: "Top Twelve"

RDA: a Quick Introduction presented by Chris Oliver (June 2011) <http://rdaincanada.wikispaces.com/

file/view/ola_rda_oliver_2011feb.pptx>

Thorough, well-organized and clear PPT introducing RDA, with an emphasis on its theory, organization and structure Describes the conceptual models of FRBR and their relationships to RDA, as well as the categorization of content and carrier Also includes points of comparison between AACR2 and RDA Requires Office 2007 or later Good for those with a basic understanding of RDA who want further information

In Depth: Difference Between RDA and AACR2 presented by Robert L Maxwell (2010)

<http://www.rda-jsc.org/docs/RDA_part_2_201005.pdf>

PDF of a presentation outlining the differences between RDA and AACR2 in descriptive cataloging and creation of access points, using one-to-one comparison Includes rule citations and examples, with a few notes Good for anyone interested in understanding the differences between AACR2 and RDA

Changes from AACR2 to RDA: A Comparison of Examples presented by Adam Schiff (April 2012)

PDF of a presentation documenting the differences between AACR2 and RDA In two parts covering description and access Good for anyone interested in learning more about the differences between AACR2 and RDA

 Part 1: Description

<http://faculty.washington.edu/aschiff/OLA2012Presentation-Part1-WithNotes.pdf>

 Part 2: Access points

<http://faculty.washington.edu/aschiff/OLA2012Presentation-Part2-WithNotes.pdf>

RDA FOR SPECIAL FORMATS

Presentations and webinars covering cataloging of specific formats and types of materials using RDA

Serials and RDA: An Ongoing Relationship presented by Judith A Kuhagen (June 2011)

Set of PPT presentation files with notes and reference handouts in Word Entire presentation consists of 9modules covering various aspects of RDA as it applies to cataloging serials, with a quiz and several handouts (The quiz and handouts are similar to those with the same title, found in the section on GeneralDocumentation.) Good for catalogers wanting to learn more about how to apply RDA to serials

 Module 1: Background and Structure of RDA module-1.pps>

<http://www.rda-jsc.org/docs/NASIG-RDA- Module 2: Identifying Manifestations <http://www.rda-jsc.org/docs/NASIG-RDA-module-2.ppt>

 Module 3: Identifying Works and Expressions module-3.ppt>

<http://www.rda-jsc.org/docs/NASIG-RDA- Module 4: Persons, Families and Corporate Bodies < module-4-rev10june.ppt>

http://www.rda-jsc.org/docs/NASIG-RDA- Module 5: Relationships <http://www.rda-jsc.org/docs/NASIG-RDA-module-5.ppt>

 Module 6: Preparing for RDA < http://www.rda-jsc.org/docs/NASIG-RDA-module-6.ppt>

 Module 7: RDA Toolkit Features <http://www.rda-jsc.org/docs/NASIG-RDA-module-7.ppt>

 Module 8: Changes to RDA <http://www.rda-jsc.org/docs/NASIG-RDA-module-8.ppt>

 Module 9: “Top Twelve” <http://www.rda-jsc.org/docs/NASIG-RDA-module-9.ppt>

 LC Core Elements <http://www.rda-jsc.org/docs/LC-core-elements-rev.doc>

 Where is it in RDA? <http://www.rda-jsc.org/docs/Where-is-it-in-RDA-rev.doc>

Sound Recording Cataloging in RDA presented by Peter Lisius (May 2011)

<https://www.library.kent.edu/files/Sound_Recording_Cataloging_in_RDA.pdf>

PDF of a presentation (no notes) providing a brief overview of sound recording cataloging using RDA, with plenty of examples Good for experienced music catalogers wanting to learn more about using RDAfor cataloging sound recordings

Score Cataloging in RDA presented by Peter Lisius (Aug 2011)

<https://www.library.kent.edu/files/Score_Cataloging_in_RDA.pdf>

PDF of a presentation (no notes) providing a brief overview of cataloging scores using RDA, with plenty

of examples Good for experienced music catalogers wanting to learn more about using RDA for scores cataloging

RDA: An Overview of Descriptive Elements presented by Kathy Glennan (Feb 2011)

PDF of a presentation (no notes) providing an overview of RDA, with examples for music catalogers Consists of 6 modules covering descriptive elements Good for music catalogers wanting to learn more about using RDA in general, but with specific application to music cataloging

Stanford University guidelines on video cataloging, with examples of records for DVDs and illustrations

of individual fields Needs some updates to include latest developments of RDA, for example, section on the 260 field, and includes some local policies Good for catalogers looking for more concrete examples

on applying RDA to videos

Online Monographs Cataloging (RDA) developed by Stanford University (revised 2012)

<http://lib.stanford.edu/rda-online-monograph-cataloging-guidelnes>

Stanford’s guidelines on applying RDA to monographic internet resources Primarily addresses online textual monographs, but also includes instructions for other types of online content Arranged in MARC tag order Includes some local policies Good for those looking for detailed, field by field examples

Collection-Level Cataloging (RDA) developed by Stanford University (2011)

<http://lib.stanford.edu/metadata-department/collection-level-cataloging-0>

Stanford University guidelines on cataloging collections using RDA; a cheat sheet for creating and coding

an RDA collection level record Some local policies mentioned, for example, for Bib Level and 042 field coding Good for those looking for detailed examples of applying RDA to collection level records

RDA AND AUTHORITY RECORDS

This section focuses on RDA as it applies to identifying relationships and creating authorized forms of headings

RDA in NACO Training (April 2012) <http://www.loc.gov/catworkshop/courses/rda_naco/index.html>

Online training for current PCC/NACO Program members making the transistion from AACR2 to RDA While freely available to all, NACO members must make formal training arrangements through the PCC Secretariat to ensure required post-training webinars and the mandatory review period Best for currently independent NACO members transitioning to RDA

Module E: Identifying persons, families, and corporate bodies (October 2011)

<http://www.loc.gov/aba/rda/Refresher_training_oct_2011.html>

Part of the LC RDA Refresher Training (full session in RDA for General Cataloging) focusing on Group

2 entities, persons, families, and corporate bodies PPT slides include speaker notes Best for those with some familiarity with RDA

Accompanying NAR examples

<http://www.loc.gov/aba/rda/pdf/name_authority_examples_oct2011.pdf>

Module 4: Persons, Families and Corporate Bodies (Aug 2011) <

http://www.rda-jsc.org/docs/Georgia-RDA-module-3-rev-17aug2011.ppt>

One module from the Georgia Cataloging Summit (full session in RDA for General Cataloging) focusing

on Group 2 entities, persons, families, and corporate bodies PPT slides include speaker notes Good for those looking for authoritative training for non-LC libraries

RDA: a Hands-on Interaction presented by John Attig (Feb 2011)

PDFs of presentations (with notes) from an RDA preconference at MLA 2011, showing how to constructpersonal and corporate names access points for music cataloging Best for experienced music catalogers wanting to learn more about constructing name access points and understanding relationships

 Personal names: an overview

Appendix A - RDA implementation dependencies appendix

Periodic review of the list to remove no longer valid links, keep version up to date, or add new materials

is recommended

Appendix B – Revision of PCC RDA Frequently Asked Questions

Add: 1) CLW website and 2) SCT RDA Training Materials Task Group’s List of Recommended Resources to 6.5:

- RDA: Resource Description & Access Training Materials

http://www.loc.gov/catworkshop/RDA%20training%20materials/index.html

- SCT RDA Training Materials Task Group’s List of Recommended Resources [URL not yet available, main page is at: http://www.loc.gov/catworkshop/RDA%20training

%20materials/index.html ]