Category Archives: RDA

“RDA Toolkit Essentials” webinar

As you know, RDA is still in the works. The RDA Toolkit has undergone revisions. This January 18, 2012 at 9:30am (CST), there will begin a series of webinars on the essentials of the Toolkit. In fact, every other month or third Wednesday will be a webinar on the Toolkit.

Here’s the blurb, which includes a link to register for the 1/18/2012 webinar:

The webinar RDA Toolkit Essentials serves as an introduction and guide to using RDA Toolkit. Unlike past webinars, it is not a one-off event. Instead, it will return every other month (typically on the third Wednesday), and each occurrence of RDA Toolkit Essentials will focus on exactly that–the essentials of using RDA Toolkit. We’ll review subscription options, logging in, navigating, creating Workflows, and setting bookmarks. We’ll cover the variety of content available and offer tips for getting more from your account. And above all, we will answer your questions.

In the past RDA Toolkit has recorded all webinars and kept them in our training archive. The thought was that anyone who wanted to learn about RDA Toolkit could always access a past webinar. This remains a good idea, and we will continue to provide that service, including recordings of RDA Toolkit Essentials. But we strongly believe that a regular webinar dedicated to the needs of new users will facilitate more efficient and effective use of our product.

Every session of RDA Toolkit Essentials will be free and open to everyone. We hope the webinars become “must” for anyone who is new to cataloging or new to RDA: Resource Description and Access, or anyone needing a little refresher on one or two of RDA Toolkit’s many features. With RDA Toolkit Essentials, attendees will receive a tour of the latest and greatest version of RDA Toolkit and will be assured that their questions or comments will be addressed.

Next Meeting of RDA Toolkit Essentials:

January 18, 2012, at 9:30 am (CST; GMT -6) – REGISTER

RDA Toolkit Essentials Archive

November 16, 2011: Slides | Video


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NETSL At Burlington, VT

The New England Library Association recently held its annual conference in cooperation with the Vermont Library Association, entitled “Navigating the New Normal”, Oct. 2-3, 2011. NETSL, the New England Technical Services Librarians, sponsored three programs this year: Mysterius The Unfathomable: RDA Cataloging at the Clark, The Miscelleny Collection at Tufts, The Future is On Demand: Just In Time and Patron Driven. The materials can be found at NELA’s page for conference materials. All of NETSL’s programs took place on Monday at 8:30, 11:30, and 1:30.

  1. “Mysterius the Unfathomable: RDA Cataloging at the Clark”, Presented by Christopher Geissler and Penny Baker.
The Clark Art Institute was one of the formal test participants of the official RDA Test held by the 3 national libraries: the Library of Congress, the National Library of Medicine, National Agricultural Library. For a complete list of the participants, see During this presentation, the presenters shared their experience of the RDA test. The presentation began with a short introduction on the “birth” of RDA, which believe it or not has an article page on Wikipedia. Then, the presenters talked about how they prepared for and completed the test. It concluded with their general impressions on RDA. The Clark began preparing early for the test. Staff came together informally to work on the draft of RDA and get a sense of what would change or not. Then, staff meet formally at a one day formal training from the Library of Congress. Training continued informally and formally. As a test partner, Clark had access to “Basecamp”, a content management system that facilitated communication between formal testers. Not all the staff participated in the test. However, those that did found that many of the surrogates sent for the test were not the type of items that the Clark would normally catalog. It was really at the end of the test where staff played with RDA records for unusual items like a salami. Yes, that’s right, a salami! The record in RDA for this salami can be seen if you click here. Unfortunately, the presenters said that the salami itself has gone missing. In short, Clark staff involved in the formal RDA test noticed several things. There were more changes to authority records than bibliographic. Results from the surveys indicated that people found that the RDA records don’t look much different from the AACR2 ones. The lack of GMD didn’t seem to bother anyone. Consequently, the Clark continues to do originally cataloging in RDA and receive feedback from Judith Kuhagen on their authority records.
  1. “The Miscellany Collection”, Presented by Alex May and Alicia Morris.
The Miscellany Collecton at Tische Library, Tufts University, is a small digital collection built in part by Alex May, a recent graduate from Simmons College. Beginning with 3 records, Alex presented how he created a popular digital collection. With skills such as xml, RDF, xslt, HTML, CSS, he was able to get a small collection on the web and indexed through Google. As the project advanced, it was an opportunity for the department at Tische Library to re-evaluate the role of technical services. This is where Alicia Morris, the head of the department, presented that technical services can no longer be a “backroom operation”. Technical services needs to gains these skills like xml, xslt, html, metadata schemas, etc. Technical services also needs to collaborate with other units in the library and in their community. Otherwise Technical Services will die. This was one of the more interesting presentations thanks to Alicia’s comments and Alex’s detailed explanation on the Miscellany Collection.
  1. “The Future is On Demand: Just-in-Time and Patron Driven”, Presented by Laura Crain.
Laura presented St. Michael’s College experience with patron driven acquisitions. The PDA program was initiated in 2008. It was found that their users prefer print rather than eBooks. Laura added that this might be different now in 2011 if a new survey would be taken. The PDA program was started with a service called MyiLibrary. Recently, Ebrary’s eBook service was added. The advantage is that eBooks are either purchased or rented depending on the model of the services and the contract negotiated. The PDA program has definitely affected collection development, which is now based on circulation statistics. The advantages are that users can find more books, there’s more space, and the process is transparent. The disadvantages are that content doesn’t always stay in the library, not collecting materials for prosperity, no sharing of eBooks and econtent. Laura explained that even though their users prefer print materials, they are increasing the number of eBooks available through MyiLibrary and Ebrary. The focus is now oriented towards what patrons what and less on what the library feels these patrons want.
The most popular program was the one on PDA. The most interesting program was the presentation by Alicia Morris. Her comments on the need to revamp technical services from a backroom operation to one that collaborates with fellow colleagues and users was a positive and welcomed message.

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New Website for RDA

The PS Division at LC has launched a new website for RDA. Here you can find the latest news (or at least June as of today which includes a link to the Bibliographic Framework Transition initiative), information on the 2010 RDA test, training materials, Documentation and resources. Hopefully, LC will stay on top of this website and get it updated.

The Policy and Standards Division, part of the Acquisitions and Bibliographic Access Directorate at the Library of Congress, is launching a new website as the Library prepares for RDA.  The site is located at:  There are links to training documents, presentations, exercises, and examples of records as well as to other RDA related sites.  Many more links will be added as items are created, edited, and updated as preparations for RDA proceed.  The page originally created for LC documentation related to the US RDA Test will no longer be maintained.  Links from that site will be migrated to the new site over time as appropriate.

Questions may be sent to:

Policy and Standards Division


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Presentations on RDA

As many of you are already aware, there are a number of presentations on RDA scattered through the webverse. However, one good source is the Joint Steering Committee webpage for the develoment of RDA. Here you’ll find the latest presentations from 2011 and those going back to 2007. Not all presentations have a link to the slides, which is a shame. Note that not all presentations are in PPT format. Some are in WORD, PDF or HTM.

Here are some of the highlights of the 2011 presentations.

Occasion: Georgia Public Library Service’s “Georgia Cataloging Summit”
Location: Unicoi Lodge & Conference Center, Helen, GA USA
Date: August 9-10, 2011
Presenters: Barbara B. Tillett and Judith A. Kuhagen
Link: “FRBR: Things You Should Know, But Were Afraid to Ask” [PPT]
Link: “Looking to the future with RDA” [PPT]
Link: “Module 1: Background and Structure of RDA” [PPT]
Link: “Module 2: Identifying Manifestations Part 1 (Chapter 2)” [PPT]
Link: “Module 2: Identifying Manifestations Part 2 (Chapters 3,4,6, & 7)” [PPT]
Link: “Module 3: Identifying Works and Expressions” [PPT]
Link: “Module 4: Persons, Families and Corporate Bodies” [PPT]
Link: “Module 5: Relationships” [PPT]
Link: “Module 6: Preparing for RDA” [PPT]
Link: “Module 7: Top Twelve” [PPT]
Link: “Where is it in RDA” [WORD]
Link: “LC Core Elements” [WORD]
Link: “Checklist: Creating RDA records” [WORD]
Link: “Webliography” [WORD]
Link: “LC reference staff briefing” [WORD]
Link: “RDA bibliographic examples” [WORD]
Link: “RDA authority examples” [PPT]
Link: “Georgia Exercise Information” [WORD]
Link: “Georgia Exercise Worksheet” [WORD]
Link: “Georgia Exercise Answers” [WORD]

Occasion: Special Libraries Association “RDA Overview” session
Location: Philadelphia, PA, USA
Date: June 14, 2011
Presenters: Judith A. Kuhagen
Link: “The Content Standard, US RDA Test, Your preparations” [PPT]

Occasion: Deutsche Bibliothekartag “United States RDA Test” session
Location: Berlin, Germany
Date: June 8, 2011
Presenters: Barbara B. Tillett
Link: “United States RDA Test” [PPT]

Occasion: North American Serials Interest Group preconference: “Serials and RDA: An Ongoing Relationship”
Location: St Louis, MO, USA
Date: June 1, 2011
Presenters: Judith A. Kuhagen
Link: “Module 1: Background and Structure of RDA” [PPT]
Link: “Module 2: Identifying Manifestations” [PPT]
Link: “Module 3: Identifying Works and Expressions” [PPT]
Link: “Module 4: Persons, Families and Corporate Bodies” [PPT]
Link: “Module 5: Relationships” [PPT]
Link: “Module 6: Preparing for RDA” [PPT]
Link: “Module 7: RDA Toolkit Features” [PPT]
Link: “Module 8: Changes to RDA” [PPT]
Link: “Module 9: “Top Twelve”” [PPT]
Link: “LC Core Elements” [WORD]
Link: “Where is it in RDA?” [WORD]
Link: “FRBR Quiz” [PPT]
Link: “Webliography”” [WORD]

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ALCTS Webinar: “Recommendations from the RDA Test”

This webinar is part of a 5 part series from ALCTS on the topic of RDA. There is this webinar followed RDA and Cartographic materials, RDA and Music (2 webinars), then RDA and Law materials. It is necessary to register and pay either for an individual webinar or the series. You’ll find the information below if you’re interested.

Review of the findings and recommendations concerning the RDA implementation presented in the Report and Recommendations of the U.S. RDA Test Coordinating Committee that highlights key findings and the basis for those findings. Discussion of the rationale behind the specific recommendations and timelines and strategies for individuals and institutions preparing for the RDA implementation.
Who Should Attend?
Anyone wanting to learn about RDA.
Barbara Bushman is the Assistant Head, Cataloging Section, National Library of Medicine. Prior to coming to NLM in 2006 she held a variety of positions at UCLA including Special Projects Cataloger at the UCLA Law Library; Assistant Head, Catalog & Bindery Division, UCLA Biomedical Library; and Sciences and Hebrew/Judaica Cataloger, UCLA Cataloging & Metadata Center. Ms. Bushman serves as one of the NLM’s representatives on the U.S. RDA Test Coordinating Committee. In addition she is a member of the ALCTS CCS RDA Planning and Training Task Force and previously served as the PCC liaison to the ALCTS RDA Implementation Task Force. Ms. Bushman has previously presented on the U.S. RDA test for the Special Libraries Association, the American Library Association, and the Federal Library and Information Center Committee. . She received her MLIS from UCLA.

Regina Romano Reynolds is ISSN Coordinator at the Library of Congress and former head of the National Serials Data Program, now called the U.S. ISSN Center. She has been trying to tame various e-serials beasts since the late 1980’s when they first began to seek ISSN. She co-chairs an internal LC group coordinating the development of projects related to the recommendations of LC’s Working Group on the Future of Bibliographic Control and is a member of the U.S. National Libraries RDA Test Steering Committee. A frequent speaker at conferences and meetings held around the world, she is the incoming co-chair of the working group which will revise ISO 8:1977, the Presentation of Periodicals, and currently serves on NISO’s PIE-J Working Group, which is developing recommended practices for the presentation and identification of e-journals. Reynolds was the 1999 recipient of the Ulrich’s Serials Librarian Award and the 2004 winner of NASIG’s Marcia Tuttle International Grant. Reynolds has an A.M.L.S. (Beta Phi Mu) from the University of Michigan.

Wednesday, August 31, 2011

This session is intended to last an hour, starting:

11am Pacific | 12pm Mountain | 1pm Central | 2pm Eastern

Credits or CEUs
A series of 5 webinars on RDA will be offered between August and December 2011. They are:

August 31: Recommendations from the RDA Test: Where Do We Go from Here?
September 28: RDA and Cartographic Materials: Mapping a New Route
October 19: RDA and Music: Scores
October 26: RDA and Music: Sound Recordings
November 2: Cataloging Law Materials with RDA
You may purchase any one of the sessions or the series of sessions. If you purchase the series after some of the sessions have been presented live, you’ll be given the access information for the webcasts of those sessions in addition to the live access to future sessions.

(see website for fees)

All webinars are recorded and the one-time fee includes unlimited access to the webinar recording. All registered attendees will receive the link to the recorded session so if you are unable to attend the webinar at the time it is presented, you will have the opportunity to listen to the recording at your convenience.
Technical Requirements
Computer with Internet access (high-speed connection is best) and media player software. Headphones recommended.
If you receive a Codec error when playing the recorded file with Windows Media Player, download the gotowebinar codec file from: The Codec acts as a patch that allows the recording, which is created with a higher version of Media Player, to play in version 7. For more information on playing the recording, see the FAQ.

How to Register
To register, complete the online registration form or or register by mail for the session you would like to attend.
For questions about registration, contact ALA Registration: call 1-800-545-2433 and press 5 or email

For all other questions or comments related to the webinars, contact Julie Reese, ALCTS Events Manager at 1-800-545-2433, ext. 5034 or

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New Statement from OCLC on RDA

Thanks to Mike Reynolds who posted this to the RDA listserv.

OCLC has issued the following statement (from their news of the day on Connexion Client).

” With the release of the U.S. RDA test results, OCLC is beginning a process to
determine how best to proceed in the integration of RDA practices into WorldCat.
The current OCLC policy statement on RDA cataloging, which has been in effect
since the publication of RDA in June 2010, is located here:
Later this year, OCLC will issue a discussion paper regarding the possible
future of bibliographic records with mixed practices in WorldCat. The purpose
will be to generate the widest possible discussion among OCLC members in order
to work toward a consensus about policies that will work best for the cataloging
community and for library users. With a U.S. implementation date for RDA of no
sooner than January 2013, there is time to consider what best practices might
help to carry cooperative cataloging into the long term future. In the meantime,
OCLC requests that libraries continue to abide by the policies outlined in the
current policy statement. Please do not edit master records to change them from
RDA to AACR2 or from AACR2 to RDA unless permitted under the policies set forth.”

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ALCTS Webinar: RDA and “Robust Metadata Infrastructure”

Perhaps you thought that talk about RDA would be slowed until closer to 2013. Well you thought wrong. ALCTS is offering a FREE webinar called “Aiming for a robust metadata infrastructure for the future” on Monday August 1, 2011. To register, go to:

*Apologies in advance for duplicate postings*

 ALCTS webinar: Aiming for a Robust Metadata Infrastructure for the Future

 Date: Monday, August 1, 2011
This session is intended to last 90 minutes starting at: 11:30am Pacific, 12:30pm Mountain, 1:30pm Central, 2:30pm Eastern

 Description: The Library of Congress, the National Agricultural Library, and the National Library of Medicine have jointly determined that to achieve a viable and robust metadata infrastructure for the future, RDA–Resource Description & Access should be in that future. This decision was not made lightly, but based on a substantive test using RDA in which 23 libraries and the three U.S. national libraries participated. This webinar will share the thoughts of LC’s Associate Librarian for Library Services, Deanna Marcum, and its Director for Acquisitions & Bibliographic Access, Beacher Wiggins. Dr. Marcum will give her reactions to reviewing and accepting the recommendations of the U.S. RDA Test Coordinating Committee. Mr. Wiggins, a Coordinating Committee co-chair, will describe the test, findings, and analyses that led to the recommendation to implement RDA not sooner than January 2013.

 Presenters:  Deanna Marcum, Associate Librarian for Library Services, Library of Congress and Beacher Wiggins, Director for Acquisitions & Bibliographic Access, Library of Congress


Fees: There is no charge to attend this webinar but advance registration is required

 To register, complete the online registration form at

For questions about registration, contact ALA Registration by calling 1-800-545-2433 and press 5 or email

For all other questions or comments related to the webinars, contact Julie Reese, ALCTS Events Manager at 1-800-545-2433, ext. 5034 or

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