RDA Testing Comparison with AACR 2 session

RDA Testing & Comparison with AACR 2 (session 1) Charlene Chou Columbia University at the Peking University Library March 3, 2011 1

Agenda Background n Goals n RDA testing in US (Oct. -Dec. 2010) n Tester Group at Columbia (July 1, 2010 -) n What’s new in RDA: comparison with AACR 2 n MARC 21: new and updated tags n Summary: initial observations n 2

Background n n n In response to concerns about RDA raised by the Library of Congress Working Group on the Future of Bibliographic Control, the three U. S. national libraries—the Library of Congress, the National Library of Medicine and the National Agricultural Library—made a commitment to the further development and completion of RDA. The three libraries agreed to make a joint decision on whether or not to implement RDA, based on the results of a test of both RDA and the Web product. The goal of the test is to assure the operational, technical, and economic feasibility of RDA. Testers will include three national libraries and the broader U. S. library community. Columbia University is one of selected testing institutions. More information on LC WG website at: http: //www. loc. gov/bibliographic-future/rda/ 3

Goals n RDA (Resource Description & Access) ¨ The new, unified standard for resource description and access, designed for the digital world an expanding universe of metadata users. n n Approach: pros & cons Emphasis: ¨ Practical experiences and observations during testing process ¨ Comparison between RDA and AACR 2 ¨ CJK examples n This is not a training session but an informative session for the discussion of issues! 4

RDA Testing RDA Test “Train the Trainer” on 1/15/10 n RDA Basecamp (Testers’ website) with all related documents n Training manual and documents: n ¨ Comparison between AACR 2 & RDA n RDA core elements (core & core if…) ¨ Choices in RDA n LC proposed practice for the RDA test n 163 options and alternatives in RDA (alternative/optional omission/optional addition) ¨ Exercises 5

RDA Testing Official testing time is from Oct. 1 -Dec. 31, 2010 n RDA testing cataloging decisions n ¨ Common set titles n 25 titles (10 textual monographs; 5 audio-visual; 5 serials-print or other; 5 integrating resources) n All titles will be in English; items with parallel languages may be included n Each institution catalogs one common set by two different persons—one using RDA; another one using the current codes n Only descriptive elements; no subject analysis is to be done 6 n No searching of local or national database

RDA Testing—Extra set n RDA testing cataloging decisions ¨ Extra set for regular materials: n 25 titles using RDA n Catalog these materials using normal procedures, e. g. perform authority work if normally does so n Catalog these materials to accommodate MARC 21 changes related to RDA n If a testing institution is a PCC member, provide PCC coding ¨ Decisions: n LC will host the site containing all the test RDA records, and work with OCLC to resolve the technical issues for record transferring. n Submit records for common set and regular titles to LC for analysis by the Testing Coordinating Committee n Each institution must submit a survey response for each record n Via email, B. Tillett has agreed to include CJK titles for RDA training examples. 7

Tester Group at Columbia n n n Chaired by the Director of Original Cataloging Division Testers include Original Catalogers from Central Technical Services, one representative from East Asian Library and one representative from Law Library. In addition to MARC record creation, our Metadata Coordinator also creates non-MARC metadata records (MODS). 8

Tester Group: training period Almost weekly meeting from July 1 to Sept. 30, 2010 n Listened to RDA webinars n Reviewed the Powerpoint slides n Reviewed RDA Toolkit n ¨ Navigation ¨ Created workflows for rare books, metadata, etc. n Organized and reviewed related training documents for both bibliographic and authority records 9

Selected RDA resources n n n n RDA toolkit RDA Toolkit—a guided tour by Troy Linker (2/8&9/2010) Basecamp LC test site LC documentation: including examples compared to AACR 2 and LC Policy Statements University of Chicago documentation and examples Adam Schiff’s Comparison RDA Testing and PCC document 10

Tester Group: training period n Created test records individually and discussed with other testers during meeting ¨ Tried new RDA elements or rules if applicable ¨ Shared concerns for specific formats or rules Set up a Wiki page for testers’ communication and training documentation n Went over testing procedures for both common set and extra set n 11

Selected RDA resources on our wiki n n n n n JSC for the Development of RDA Working Documents (includes examples) NCSU RDA documentation & training materials RDA in depth: differences between RDA and AACR 2 (Robert Maxwell) RDA Changes for AACR 2 for Texts (Barbara Tillett) RDA Vocabularies: Process, Outcome, Use (D. Hillmann, et al. ) RDA vocabularies for a Twenty-First century data environment (Library Technology Reports, special issue, Feb. /Mar. 2010; Vol. 46, no. 2) Susan Summer's Selected RDA Resources DCRM-L thread on rare books cataloging US RDA Test and SACO RDA and the Semantic Web (Alexander Haffner, German National Library) 12

Tester Group: testing period n n n Oct. 1 -Dec. 31, 2010 Due to the complex testing procedures, do common set first, then extra set later. Do not meet regularly, but give testers more time to create records. The chair called for a meeting to collect testers’ comments for certain meetings/reports. For extra set, record all test record numbers on the Wiki. 13

What’s new in RDA? Selected examples for a comparison with AACR 2 14

Inaccuracies for monograph title Adam Schiff's slide 15

Adam Schiff's slide 16

Adam Schiff's slide 17

Adam Schiff's slide 18

Adam Schiff's slide 19

Rule of three Adam Schiff's slide 20

Adam Schiff's slide 21

Adam Schiff's slide 22

Adam Schiff's slide 23

Adam Schiff's slide 24

Adam Schiff's slide 25

Adam Schiff's slide 26

Adam Schiff's slide 27

Adam Schiff's slide 28

Adam Schiff's slide 29

New: identifying families (authority records) n n RDA 8. 1. 2=“two or more persons related by birth, marriage, adoption, etc. Scope: ¨ ¨ n Now considered creators, contributors, etc. Important for archives, museums, and special collections Examples: 100 3# Ingebretson (Family) 376 ## Family ¨ Date associated with the family (RDA 10. 4) 046 ## 1925 $t 1976 100 3# Pahlavi (Dynasty : $d 1925 -1979) 376 ## Dynasty ¨ Place associated with the family 046 ## 1529 $t 1739 100 3# Nayak (Dynasty : $d 1529 -1739 : Madurai, India) 370 ## Madurai, India 376 ## Dynasty ¨ 30

MARC 21 New and updated tags 31

MARC 21 new & updated tags n Bibliographic records ¨ Leader/18: “i” ¨ 033—Date/Time, and place of event [LC: TBD] ¨ 040 $e rda ¨ 260 $c—give “copyright date” after publication date ¨ 336 --content type; 337 --media type; 338 --carrier type ¨ 380 -384: Form of work, medium of performance & numeric designation, etc. [LC policy to be decided] ¨ 518—Date/Time and place of event note [LC: TBD] ¨ 533/776: LC decision on reproduction policy 32

MARC 21 new & updated tags n Authority records ¨ 008/10—Descriptive cataloging rules: use “z” (other) [A value is not defined for RDA] ¨ 040 $e rda ¨ 046 $k Beginning or single date created [TBD] ¨ 046 $l Ending date created [TBD] ¨ 370 --Associated place; 371—Address; 372—Field of activity; 373—Affiliation; 374—Occupation; 375— Gender; 376: Family information; 377—Associated languages [used to be 670; implementing the FRAD] ¨ 380 -384: Form of work; Other characteristics; Medium of performance; Numeric designation of a musical work; key [TBD] ¨ 500 -530: $4—relationship code; $w/0 “r”—control subfield 33

Summary: initial observations n Benefits: ¨ Authority record is much more strengthened with more information even though they are optional elements. ¨ If 336 -338 information will be processed well in discovery tool, it would be a great source for facet searching or collocating. ¨ Try to be more user-friendly, e. g. spell-out form ¨ Go beyond MARC community ¨ Outreach international community n Concerns: ¨ RDA Toolkit: no index n n Hard to search and navigate Top priority for the enhancement in the next release 34

Summary: initial observations n Concerns: ¨ RDA is not format-based, so harder to catalog specific type of resources. ¨ RDA does not have sufficient examples; therefore, other resources are extremely helpful for creating RDA records, e. g. n Workflows in Toolkit, LC examples, JSC examples, Adam Schiff’s slides, University of Chicago’s examples on website, esp. with OPAC view ¨ Repetitive information, esp. for AV materials ¨ It takes longer to catalog if more information added to bibliographic and authority records. 35

Thanks! Q & A 36

RDA Testing: Observations & Analysis (session 2) Charlene Chou Columbia University at the Peking University Mar. 3, 2011 37

Agenda Approach: pros & cons n Bibliographic record n Authority record n OPAC n Summary of my observations and analysis n My wish list n Post-testing updates n Q&A n 38

Bibliographic Record The length of record, esp. for CJK materials with parallel fields or AV materials 39

Chinese film record: part one 007 v ǂb d ǂd c ǂe v ǂf a ǂg i ǂh z ǂi u 040 NNC ǂb eng ǂc NNC ǂe rda 066 ǂc $1 020 9787885798161 020 788579816 X 0240 CNG 100800690 ǂd V. J 9 02842 DJ-09/01 -248 ǂb Hua yi xiong di 0411 chi ǂj chi 043 a-cc--050 4 PN 1997. 2 ǂb. F 45 2008 090 ǂb 049 ZCUA 24500非誠勿擾 / ǂc 华谊 兄弟传 媒股份有限公司, 寰亞电 影有限公司, 浙江影视 集团联 合出品 ; 出品人王中军 , 庄澄, 王同元 ; 故事冯 小刚 , 陈 国富 ; 编剧导 演冯 小刚 = If you are the one / Huayi Brothers Media Corporation, Media Asia Films Ltd. , Zhejiang Media Group & Co. , Ltd. present ; producer Wang Zhongjun, John Chong, Wang Tongyuan ; story by Feng Xiaogang, Chen Guofu ; written & directed by Feng Xiaogang. 24500 Fei cheng wu rao / ǂc Hua yi xiong di chuan mei gu fen you xian gong si, Huan ya dian ying you xian gong si, Zhejiang ying shi ji tuan lian he chu pin ; chu pin ren Wang Zhongjun, Zhuang Cheng, Wang Tongyuan ; gu shi Feng Xiaogang, Chen Guofu ; bian ju dao yan Feng Xiaogang = If you are the one / Huayi Brothers Media Corporation, Media Asia Films Ltd. , Zhejiang Media Group & Co. , Ltd. present ; producer Wang Zhongjun, John Chong, Wang Tongyuan ; story by Feng Xiaogang, Chen Guofu ; written & directed by Feng Xiaogang. 40

Chinese film record: part two 24631 If you are the one 260 [云南] : ǂb 云南音像出版社 : ǂb 華誼兄弟, ǂc 2008. 260 [Yunnan] : ǂb Yunnan yin xiang chu ban she : ǂb Hua yi xiong di, ǂc 2008. 300 1 videodisc (116 min. ) : ǂb sound, color ; ǂc 4 3/4 in. 336 two-dimensional moving image ǂ2 rdacontent 337 video ǂ2 rdamedia 338 videodisc ǂ2 rdacarrier 538 DVD, all regions; Dolby digital 5. 1; NTSC. 546 In Mandarin with simplifed Chinese subtitles. 500 Aspect ratio 1: 2. 35. 500 Includes special features. 508 Director of photography, 吕乐 ; editor, 刘淼淼; music, 刘沁, 刘锐 ; executive producer, 陈 国富. 508 Director of photography, Lu Yue; editor, Liu Miaomiao; music Liu Qin, Liu Rui; executive producer, Chen Guofu. 5111 葛优 , 舒淇. 5111 Ge You, Shu Qi. 520 Qin Fen, a funny, honest, single inventor, meets a girl called Smiley, who is in agony after being betrayed by her boyfriend. In an attempt to help Smiley get over her pain, the two of them travel to Hokkaido (Beihaidao). During the journey they 41 gradually develop a love for each other.

Chinese film record: part three 655 0 Fiction films. 655 0 Feature films. 7001 王中军 , ǂd 19607001 Wang, Zhongjun, ǂd 19607001 庄澄. 7001 Zhuang, Cheng. 7001 王同元. 7001 Wang, Tongyuan. 7001 馮小剛, ǂe director. 7001 Feng, Xiaogang, ǂe director. 7001 葛優, ǂd 1957 - ǂe actor. 7001 Ge, You, ǂd 1957 - ǂe actor. 7001 舒淇, ǂd 1976 - ǂe actor. 7001 Shu, Qi, ǂd 1976 - ǂe actor. 7102 华谊 兄弟传 媒股份有限公司. 7102 Hua yi xiong di chuan mei gu feng you xian gong si. 7102 Media Asia Films Limited. 7102 浙江影视 集团. 7102 Zhejiang ying shi ji tuan. 42

Bibliographic record Language of expression— multiple languages 43

Translation to Korean with original text in Chinese: part 1 040 ZCU ǂb eng ǂc ZCU ǂe rda ǂd ZCU 066 ǂc $1 020 9788932313498 020 8932313490 0411 kor ǂa chi ǂh chi 042 pcc 043 a-cc--050 4 DS 707 ǂb. S 4166 2005 090 ǂb 049 ZCUA 24500산해경 / ǂc 장 수철 옮김. 24500 Sanhaegyo ng / ǂc Chang Su-ch'o l omgim. 250 초판. 250 Ch'op'an. 260 서울시 : ǂb 현암사, ǂc 2005. 260 So ul-si : ǂb Hyo namsa, ǂc 2005. 300 392 pages : ǂb color illustrations ; ǂc 22 cm. 336 text ǂ2 rdacontent 337 unmediated ǂ2 rdamedia 338 volume ǂ2 rdacarrier 4901 우리 가 정말 알아야 할 동양 고전 4901 Uri ka cho ngmal araya hal Tongyang kojo n 44

Translation to Korean with original text in Chinese: part 2 500 Korean translation, with some original text in Chinese. 651 0 China ǂx Description and travel. 650 0 Mythology, Chinese. 650 0 Ethnology ǂz China. 650 0 Geographical myths. 63004山海經 (Chinese classic) 63000 Shan hai jing (Chinese classic) 7001 장 수철. 7001 Chang, Su-ch'o l. 73002山海經 (Chinese classic). ǂl Korean. 73002 Shan hai jing (Chinese classic). ǂl Korean. 73002山海經 (Chinese classic). ǂl Chinese. 73002 Shan hai jing (Chinese classic). ǂl Chinese. 830 0우리 가 정말 알아야 할 동양 고전. 830 0 Uri ka cho ngmal araya hal Tongyang kojo n. 45

Translation from Japanese to Chinese 040 ZCU ǂb eng ǂc ZCU ǂe rda ǂd ZCU 066 ǂc $1 020 9789866272141 020 9866272141 0411 chi ǂh jpn 042 pcc 050 4 BQ 7935. B 777 ǂb O 8312 2010 090 ǂb 049 ZCUA 1001 長田幸康, ǂd 1965 - ǂe author. 1001 Osada, Yukiyasu, ǂd 1965 - ǂe author. 24010知識ゼロからのダライ・ラマ入門. ǂl Chinese 24010 Chishiki zero kara no Darai Rama nyu mon. ǂl Chinese 24510從零開始認識達賴喇嘛 = ǂb 知識ゼロからのダライ・ラマ入門 / ǂc 長田幸康 (Yukiyasu Osada) 著 ; 趙韻毅譯. 24510 Cong ling kai shi ren shi Dalai Lama = ǂb Chishiki zero kara no Darai Rama nyu mon / ǂc Changtian Xingkang (Yukiyasu Osada) zhu ; Zhao Yunyi yi. 24630達賴喇嘛 24630 Dalai Lama 250 初版. 250 Chu ban. 260 台北市 : ǂb 漫遊者文化事業股份有限公司, ǂc 2010, © 2008. 260 Taibei Shi : ǂb Man you zhe wen hua shi ye gu fen you xian gong si, ǂc 2010, © 2008. 300 172 pages : ǂb illustrations, maps, portraits ; ǂc 21 cm 336 text ǂ2 rdacontent 337 unmediated ǂ2 rdamedia 338 volume ǂ2 rdacarrier 504 Includes bibliographical references (page 172). 60000 Bstan-ʼdzin-rgya-mtsho, ǂc Dalai Lama XIV, ǂd 1935650 0 Dalai lamas ǂv Biography. 7001 趙韻毅, ǂe translator. 7001 Zhao, Yunyi, ǂe translator. 46

Bibliographic record Monograph & serials 47

Bibliographic record--monograph 040 ZCU ǂb eng ǂc ZCU ǂe rda ǂd ZCU 066 ǂc $1 020 9787542014078 020 7542014072 042 pcc 043 a-cc-ti 050 4 PL 3721 ǂb. B 76 2009 090 ǂb 049 ZCUA 1000 Bsod-nams-tshe-rin , ǂc Dpaʼ-ris, ǂd 194224510话说 藏戏 / ǂc 华热 ·索南才让 著. 24510 Hua shuo Zang xi / ǂc Huare Suonancairang zhu. 250 第 1版. 250 Di 1 ban. 260 西宁 : ǂb 青海民族出版社, ǂc 2009. 260 Xining : ǂb Qinghai min zu chu ban she, ǂc 2009. 300 2, 2, 168 pages ; ǂc 19 cm. 336 text ǂ2 rdacontent 337 unmediated ǂ2 rdamedia 338 volume ǂ2 rdacarrier 4901 话说 藏族系列丛书 4901 Hua shuo Zang zu xi lie cong shu 504 Includes bibliographical references (page 167). 650 0 Folk drama, Tibetan ǂx History and criticism. 650 0 Tibetan drama ǂx History and criticism. 830 0话说 藏族系列丛书. 830 0 Hua shuo Zang zu xi lie cong shu. 48

Monograph record 040 ZCU ǂb eng ǂc ZCU ǂe rda ǂd ZCU 066 ǂc $1 020 9787544426985 020 754442698 X 042 pcc 043 a-cc--050 4 RC 451. 4. S 7 ǂb P 65 2010 090 ǂb 049 ZCUA 24500破茧 化蝶 : ǂb 来自大学心理咨询 的案例报 告 / ǂc 主编 李正云 ; 副主编 周圆 , 张华 , 吴燕霞, 徐欣颖. 24500 Po jian hua die : ǂb lai zi da xue xin li zi xun de an li bao gao / ǂc zhu bian Li Zhengyun ; fu zhu bian Zhou Yuan, Zhang Hua, Wu Yanxia, Xu Xinying. 24630来自大学心理咨询 的案例报 告 24630 Lai zi da xue xin li zi xun de an li bao gao 250 第一版. 250 Di yi ban. 260 上海 : ǂb 上海教育出版社, ǂc 2010. 260 Shanghai : ǂb Shanghai jiao yu chu ban she, ǂc 2010. 300 2, 4, 2, 271 pages ; ǂc 24 cm 336 text ǂ2 rdacontent 337 unmediated ǂ2 rdamedia 338 volume ǂ2 rdacarrier 500 "本书获 上海市重点学科"发 展与教育心理学"建筑项 目资 助 项 目编 号为 S 30401. " 520 本书 整理和总结 上海师 范大学大学生心理健康教育近年来在学生个案处 理方面的经验 , 每个案例由"案例起因/导 入", "案例基本情 况", "咨询处 理过 程", "咨询师 的思考"等部分组 成, 涉及的主题 有大学生的人际 关系, 情感问题 , 家庭关系, 职业发 展, 大学生活等问题. 650 0 College students ǂx Mental health ǂz China ǂv Case studies. 650 0 Mental health counseling ǂz China ǂv Case studies. 7001 李正云, ǂd 1966 - ǂe chief editor. 7001 Li, Zhengyun, ǂd 1966 - ǂe chief editor. 7001 周圆 ǂc (Counselor), ǂe joint editor. 7001 Zhou, Yuan ǂc (Counselor), ǂe joint editor. 936 PR 655006219 49

Bibliographic record--serials 010 2010255060 040 ZCU ǂb eng ǂc ZCU ǂe rda 066 ǂc $1 042 pcc 043 a-cc--05014 H 8. C 5 ǂb Q 531 090 ǂb 049 ZCUA 24500前沿报 告. 24500 Qian yan bao gao. 260 广州市 : ǂb 《前沿视 野》月刊编辑 部 260 Guangzhou Shi : ǂb "Qian yan shi ye" yue kan bian ji bu 300 ǂc 29 cm 310 Monthly 336 text ǂ2 rdacontent 337 unmediated ǂ2 rdamedia 338 volume ǂ2 rdacarrier 3621 Began in 2009. 515 Issues for <2010 nian di 1 qi-> called also 550 Issued by: Guangdong Sheng she hui ke xue yuan, Guangdong Sheng she hui ke xue xin xi zhong xin. 588 Description based on: 2010 nian di 1 qi; title from caption. 588 Latest issue consulted: 2010 nian di 1 qi. 650 0 Social sciences ǂv Periodicals. 651 0 China ǂx Social conditions ǂv Periodicals. 651 0 China ǂx Economic conditions ǂv Periodicals. 7102 广东 省社会科学院. 7102 Guangdong Sheng she hui ke xue yuan. 7102 广东 省社会科学院. ǂb 信息中心. 7102 Guangdong Sheng she hui ke xue yuan. ǂb Xin xi zhong xin. 78000ǂt 前沿视 野 ǂw (DLC) 2007255018 ǂw (OCo. LC)84912652 78000ǂt Qian yan shi ye ǂw (DLC) 2007255018 ǂw (OCo. LC)84912652 50

Authority Records RDA elements may be helpful for certain name authority records. 51

More info on name authority record 010 no 2010188610 040 NNC ǂb eng ǂc NNC ǂe rda 046 ǂf 1966 1001 Li, Zhengyun, ǂd 1966370 Hunan Sheng, China ǂc China ǂe Shanghai, China 372 psychology 373 Shanghai shi fan da xue ǂu http: //www. shnu. edu. cn/ 373 Shanghai Shi xin li xue hui ǂu http: //www. spsps. gov. cn/assn/13. html 374 professor ǂa counselor ǂa psychologist 375 female ǂ2 iso 5218 377 chi 4001 李正云, ǂd 1966667 Non-Latin script reference not evaluated 670 Po jian hua die, 2010: ǂb t. p. (李正云 = Li Zhengyun) 670 Baike. baidu. com, viewed Nov. 17, 2010 ǂb biography (李正云 = Li Zhengyun; b. 1966; Hunan native; Shanghai shi fan da xue ying yong xin li xue fu jiao shou; Phd in psychology; Shanghai Shi xin li xue hui li shi) ǂu http: //baike. baidu. com/view/2289750. htm 52

Authority Records Especially helpful for disambiguating Chinese undifferentiated names!!! 53

RDA 9. 1. 6—Profession or occupation as qualifier 010 no 2010188609 040 NNC ǂb eng ǂc NNC ǂe rda 1001 Zhou, Yuan ǂc (Counselor) 370 ǂc China ǂe Shanghai, China 372 psychology 373 Lin zi xin li zi xun zhong xin ǂu http: //www. xlzx. cn/html/center/zhaopin. html 374 counselor ǂa pyschologist 375 female ǂ2 iso 5218 377 chi 4001 周圆 ǂc (Counselor) 667 Non-Latin script reference not evaluated 670 Po jian hua die, 2010: ǂb t. p. (周圆 = Zhou Yuan) 670 Xlzx. cn, viewed Nov. 17, 2010 ǂb biography (周圆 = Zhou Yuan; senior counselor at Shanghai lin zi xin li zi xun zhong xin; master in psychology from Hua dong shi fan da xue) ǂu http: //www. xlzx. cn/html/zixunshi/shanghai/zishen/2007/0420/4954. html 54

Compared with existing undifferentiated name record 010 n 82252790 040 DLC ǂb eng ǂc DLC ǂd OCo. LC ǂd Wa. U 1001 Zhou, Yuan 4001 Chou, Yu an ǂw nne 4001 周元 4001 周原 4001 周园 4001 周園 4001 周宇安 4001 周渊 4001 周源 4001 周篔 4001 周育安 4001 周苑 4001 周远 667 Machine-derived non-Latin script reference project. 667 Non-Latin script references not evaluated. 670 [Joint authors of Yan yu xuan xu ji] 670 Chou, S. H. Yen yu hsu an hsu chi, 1982: ǂb t. p. (Chou Yu an) 670 [Editor of Nong min! Nong min] 670 Nong min! Nong min, 2004: ǂb t. p. (Zhou Yuan) 670 [Author of Hajłasz-Sobolev extension and imbedding] 670 Hajłasz-Sobolev extension and imbedding, 2010: ǂb t. p. (Yuan Zhou) 55

Authority Record More RDA elements are helpful for distinguishing identical Romanized forms 56

Identifying the right name: Li Feng 040 NNC ǂb eng ǂc NNC ǂe rda 046 ǂf 19620704 1001 Li, Feng, ǂd 1962 July 4370 ǂc United States ǂc China 374 historian ǂa archaeologist 375 male ǂ2 iso 5218 377 eng ǂa chi 4001 Feng, Li, ǂd 1962 July 44001 李峰, ǂd 1962 July 4667 RDA TEST RECORD 667 Non-Latin script reference not evaluated. 667 Do not confuse with Li Feng (李锋 ) who was probably born in 1962 and teaches archaeology at Zhengzhou University. 670 Xi Zhou de mie wang, 2007: ǂb t. p. (李峰 = Li Feng) 670 Landscape and power in early China, 2006: ǂb t. p. (Li Feng, Columbia University) jkt. (Assistant Professor of early Chinese cultural history, Department of East Asian Languages and Cultures) 670 E-mail from author, August 11, 2009 ǂb (Li was born on July 4, 1962) 6780 Li is currently Associate Professor of Early Chinese History and Archaeology, Department of East Asian Languages and Cultures, Columbia University. He is both a historian of Early China specializing in inscriptions of the Shang-Zhou period, and an active field archaeologist. Additonal biographical information may be found at ǂu http: //www. columbia. edu/cu/ealac/faculty_faculty. html 57

OPAC The display of new RDA elements 58

OPAC display n n Options for 336, 337, 338 To display or not ¨ Reference staff feeling: not to display since they are not useful and cluttered the records ¨ Testing: devising labels n If display, what’s the label? ¨ 3 xx displays as “Description”? ¨ Use RDA terminology (Content type, media type, carrier type)? ¨ Different labels: content, medium and format n n If not, still used as facets? Example: University of Chicago 59

U. of Chicago example: 336 -338 for video Author: Blight, David W. , author. Title: Civil War symposium. Imprint: West Lafayette, IN : C-Span Archives, 2001. Description: 1 videocassette (133 minutes) : sound, color ; 1/2 inch. Content type: two-dimensional moving image Medium: video Format: videocassette Notes: VHS format. David Blight, professor, Amherst College ; Edward Linenthal, professor, University of Wisconsin ; Richard Rabinowitz, president, American History Workshop. Recorded live at Ford's Theatre, Washington, D. C. May 8, 2000. 60

E-books: 336 -338 fields Author: Pellow, Thomas, b. 1704. author Title: The adventures of Thomas Pellow, of Penryn, mariner : three and twenty years in captivity among the Moors / Written by himself, and edited with an introduction and notes by Dr. Robert Brown. Web Access: Hathi. Trust Digital Library: http: //proxy. uchicago. edu/login? url=http: //catalog. hathitrust. org/api/volumes/oclc/3732348. html Imprint: Chicago : University of Chicago Library, [2009]. Description: 1 online resource (379 pages) frontispiece (portrait) 8 plates (2 folded) Content type: text Medium: computer Format: online resource 61

Print serials: 336 -338 fields Title: Filmfare annual. Imprint: Mumbai : Bennett Coleman & Co. LTD Description: colored illustrations, portraits (some fold-out) ; 28 cm Content type: text Medium: unmediated Format: volume Frequency: Annual Notes: Issues also have a distinctive theme title. Description based on: 1996; title from cover. Latest issue consulted: '97. 62

My observations and analysis n Pros n Cons ¨ Transcribe what it ¨ Much more spellings: appears on piece ¨ No more Latin abbreviations ¨ FRBRized structure— format-free approach ¨ More options macros to handle ¨ Technical difficulties n n n RDA Toolkit: no index & few CJK examples Hard to catalog without format-specific instructions More fields to code: really necessary ($0)? ¨ More local decisions? More training for copy catalogers? 63

My observations and analysis n Pros ¨ More detailed publishing information ¨ More fields for authority control and manipulation ¨ Many Chinese names can be pulled out of undifferentiated name record due to new qualifiers, e. g. occupations ¨ Flexible for other metadata (non-MARC) n Cons ¨ Confusing: makeup titles; publishing information, etc. ¨ More time-consuming to code optional fields in authority record ¨ Hard to map certain RDA elements with non-MARC metadata schemas ¨ Make cataloging process more efficient or harder? ¨ More messy database? ¨ How about legacy data? 64

Examples: n Easier for users: no more S. l. & s. n. ¨ 260 [Place of publication not identified] : $b [publisher not identified], $c [date of publication not identified] n Confusing for users: ¨ Copyright date n 260 [Des Moines? ] : $b Iowa Department of Transportation, $c [date of publication not identified], c 2009. ¨ Compilation of works by different creators n RDA with alternative for devised title 245 [Two political science studies] ¨ 245 [Two United States Midwest memoirs] 505 Community band concerts / Sharon Polk. Fall harvest festivals / Terri Swanson. ¨ n RDA without alternative for devised title ¨ 245 Community band concerts /$c Sharon Polk. Fall harvest festivals / Terri Swanson. 65

My wish list n A more simplified approach ¨ Compared with CSR experiences A flexible tagging and applicable for non. MARC data n No more punctuations n Are AACR 2 records with sufficient information for technology/discovery tool to harvest for facet searching, etc. ? n What’s the priority for the future of cataloging? n 66

Feedback from Hong Kong & Taiwan From my presentations at NCL (Taiwan) on 12/2/10 & at Lingnan University (academic librarians) on 12/6/10 67

NCL (Taiwan) n n n CMARC in Taiwan requires no punctuations. Did RDA consult other standards/rules outside MARC 21? Doubts in the functions of 336/337/338 Need special keys for copyright symbol, etc. ? If using profession as qualifier, it may change or be harder for multiple roles, e. g. Zhang Xiguo What’s the average cataloging time for RDA and AACR 2 records respectively? 68

Academic librarians from HK n n n What will happen after 12/31/10. Adopt it or not? Why kept Romanized form in record? For the example of Li Feng, it’s not a problem if heading in Chinese. What do you think regarding strong voice against RDA testing? Any survey from user’s points? Doubts in the change in bilingual uniform titles 69

Academic librarians from HK If removing $h [GMD], cannot tell its format from the first look. n Concerns with little impact on serials (CSR) n How to handle legacy data, e. g. the maintenance of GMD vs. new 336/337/338 fields? n More options for flexibility may cause difficulties for a shared catalog system. n 70

Post-testing updates Discussions at ALA Midwinter Conference, Interim policy of PCC and decisions to announce 71

RDA Update Forum at Midwinter n Christopher Cronin, University of Chicago Concerns: dismay at having to change established headings, distaste the method for recording copyright date, unrealized utility in the new 33 x fields, and poor navigation capabilities and lack of indexing in the Toolkit ¨ Strengths: new authority record structures, ability to express relationships between entities, and elimination of the rule of three. ¨ RDA is here to stay and catalogers voiced unanimous support for moving ahead with it. ¨ n Penny Baker, Clark Art Institute Library in Massachusetts ¨ ¨ n Language and terminology of RDA difficult to grasp Mapping DACS to RDA, will be contributed to the RDA Toolkit Ric H. , North East Independent School District in Texas ¨ ¨ ¨ The new 33 x fields posed the most challenging problem Overall feelings about RDA were mixed Implementation would largely depend on what their system and book vendors decide to do. 72

RDA Update Forum at Midwinter n Kathryn La Barre, Graduate School of Library and Information Science, Univ. of Illinois ¨ n Shawne Miksa, University of North Texas ¨ n RDA: MARC centric and incompatible with Dublin Core, instructions were non-linear, overly complex and not always clear; for educations, teach FRBR first and get a solid foundation in AACR 2 before tackling RDA Documentation: a lot to keep up with; for most part is a positive experience Maritta Coppieters from Backstage Library Works Concerns: RDA would make Backstage’s work more expensive; with so many options, clients might make unique local policy decisions, difficult for Backstage to manage ¨ Relaxed restrictions might mean more metadata; some clients might want their existing AACR 2 records upgraded to RDA. ¨ 73

PCC Post RDA Test Guidelines n n During the period from January 2, 2011 to the time an implementation decision is made, PCC catalogers creating RDA bibliographic records will use authorized forms of names and titles established in existing AACR 2 and RDA authority records. If no AACR 2 or RDA authority record exists, PCC catalogers continuing to use RDA will create RDA authority records. The resulting RDA authorized access points will be used as needed on RDA and AACR 2 bibliographic records. 74

PCC Post RDA Test Guidelines n "Future disposition of the authority record 7 XX fields ¨ In the event RDA is implemented by the Program for Cooperative Cataloging (PCC), the 7 XX fields added to the AACR 2 authority records will not just automatically be flipped to 1 XX fields. The differences between the 7 XX fields added to existing AACR 2 authority records will be evaluated to determine possible categories of “RDAcompatible” authorized access points. n Reminders: ¨ Do not change an AACR 2 authority record to be an RDA authority record; do not change an RDA authority record to be an AACR 2 authority record. ¨ Write to the LChelp 4 rda@loc. gov if any question about existing headings or assistance in creating a new RDA authority record 75

Existing AACR 2 authority record: n 100 1_ $a Brown, George, $c Rev. 700 14 $a Brown, George $c (Clergyman) (RDA form) ¨ 100 1_ $a Brown, George, $c Rev. $t Poems n 110 2_ $a Royal College of Physicians of London 710 24 $a Royal College of Physicians (London, England) (RDA form) ¨ 110 2_ $a Royal College of Physicians of London. $b Tobacco Advisory Group 76

Existing RDA authority record n 100 1_ $a Smith, Mary $c (Biologist) ¨ 100 1_ $a Smith, Mary $c (Biologist). $t Flora and fauna of Wisconsin. $l Norwegian [Note: giving an AACR 2 form for the RDA form may not be simple because the AACR 2 form for the author would be an undifferentiated form] n 110 1_ $a Nebraska. $b Department of the Environment ¨ 110 1_ $a Nebraska. $b Department of the Environment. $b Research Branch ¨ Optionally: give following AACR 2 form in the new RDA record as 710 14: $a Nebraska. $b Dept. of the Environment. $b Research Branch 77

The RDA test record files site: http: //www. loc. gov/catdir/cpso/RDAtest/rdatestrecords. html 78

Adoption decisions to be announced by Three national libraries respectively later spring 79

Thanks! Q & A 80