Report of the SCT RDA Training Materials Task Group



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” () can be addressed

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 (). 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 (). 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 () 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)

GENERAL DOCUMENTATION

This section includes reference materials in Word or PDF format for use by catalogers during and after training in RDA. Documents may need to be adapted to conform to individual library policies.

RDA Bibliographic Record Checklist (July 2011)

LC’s detailed checklist developed to assist catalogers in creating a catalog record using RDA, from decisions needed to identifying relationships, with references to rule numbers. Includes indications of where libraries may want to make additional local decisions. Best for those with some exposure to RDA and its structure looking for a concise source on creating bibliographic records.

Found on LC’s RDA website under “Documentation—Additional Information” 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)

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)

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” 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)

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” along with:

• Where is it in RDA? (August 2011)

• RDA Bibliographic Record Checklist (July 2011)

• Webliography (September 2011)

R-5: MARC 21 encoding to accommodate RDA elements: LC practice for November 2011+

One of the supplementary documents for LC’s RDA refresher training in October 2011. Very detailed table listing MARC fields, the related FRBR attribute and LC’s practice regarding the attribute. Found on LC’s RDA Refresher Training page, which includes links to training modules listed elsewhere in this document. Best for those with considerable exposure to RDA looking for MARC to RDA correlations and LC’s decisions.

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

The RDA Refresher Training page includes links to various training modules (listed elsewhere in this document). The training includes practical exercises, showing both LC practice and what would be OK on copy or as judgement, listed at the bottom. The answers are available both as Word documents and PPT slides. Good for various levels, providing opportunities for discussion.

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)

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 Materials page. 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

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)

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)

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.

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.

IFLA's Conceptual Models and RDA presented by Pat Riva. (June 2010)

PPT presentation for the Canadian Library Association Technical Services Interest Group describing the conceptual models of FRBR and their relationships to RDA. Includes slides only, no notes. Good for anyone interested in learning more about FRBR.

FRBR Meets RDA presented by Jean M. Pajerek. (2011)

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)

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)

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

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 recordings and 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)

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 some familiarity 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)

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.

• Day 1

• Day 2

• Day 3

RDA Ask-the-Experts Webinar (Feb. 2011)

Free ALCTS webinar with RDA testers and experts, intended to answer participants’ questions about RDA. Good for anyone interested in learning more about RDA.

RDA: Benefits for Users and Cataloguers presented by Chris Oliver (Nov. 2010)

Free ALCTS webinar exploring the benefits of RDA, starting with how it evolved from AACR2 and discussing how the new direction is advantageous for both users and cataloguers. Good for anyone interested in learning more about RDA.

Introduction to RDA presented by Robert Ellett (Sept. 2010)

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)

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

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)

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)

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

• Part 2: Access points

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 9 modules 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 General Documentation.) Good for catalogers wanting to learn more about how to apply RDA to serials.

• Module 1: Background and Structure of RDA

• Module 2: Identifying Manifestations

• Module 3: Identifying Works and Expressions

• Module 4: Persons, Families and Corporate Bodies < >

• Module 5: Relationships

• Module 6: Preparing for RDA < >

• Module 7: RDA Toolkit Features

• Module 8: Changes to RDA

• Module 9: “Top Twelve”

• LC Core Elements

• Where is it in RDA?

• FRBR Quiz

• Webliography

RDA and Cartographic Materials: Mapping a New Route presented by Paige G. Andrew. (September 2011)

Free ALCTS webinar on cataloging cartographic materials using RDA. This session helps attendees in relearning the intricacies of mathematical data areas, learning how to apply the new 3XX fields, and understanding the “take what you see” principle. Good for experienced map catalogers wanting to learn more about using RDA.

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

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 RDA for cataloging sound recordings.

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

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.

• Introduction

• Title and statement of responsibility

• Edition statement

• Publication statement

• Extent, carrier, Media, Content, Series

• Descriptive elements and notes

Videos--Cataloging (RDA) developed by Stanford University (revised Feb. 2012)

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)

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)

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)

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)

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.

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

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 construct personal 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

• Corporate names: an overview

• Relationships: Putting it all together

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



- SCT RDA Training Materials Task Group’s List of Recommended Resources [URL not yet available, main page is at: ]

Appendix C: Permission Request Letter

Subject: Permission to post

Dear _____________:

I am _____________ [chair of the PCC SCT RDA Training Materials Task Group]. Our Task Group is in the process of collecting existing RDA training documentation for training use and has determined your material is very relevant for PCC audiences. I am writing to request permission to post the following material on the Cataloger’s Learning Workshop (CLW) website.

[Title of the material publication, publication type, date of publication, etc.] The material is located at [URL]

"The [material] will be shared publicly for PCC and non-PCC use with proper attribution, and may be edited in the vetting process to conform to PCC policies. Please let us know if there is a specific way you wish to be acknowledged. We hope by posting the above-described material on the CLW website, more catalogers will benefit from your [document.]"

Please reply to this email indicating your approval of this request by [date.] Your email will also confirm you hold the right to grant this permission.

Sincerely,

[Name, title]

[Contact information]

Appendix D:

Full list of RDA training materials recommended for PCC training

(including those omitted from the Task Group's main list due to space constraints)

(submitted with preliminary report Apr. 1st, 2012)

I. General documentation

1. Changing AACR2 records to RDA records - compiled by Renette Davis (2010)

Includes warning that it was written without reference to "the final RDA product" in order to convert AACR2 records to RDA to start a dialog about the differences. Detailed and clear.

2. Blade Runner Cheat Sheet.docx: Attributes of group 1 entities (WEMI) for books and videos relating to Blade runner and Do androids dream of electric sheep? Created by Cornell University

[public access temporarily limited]

Work/expression/manifestation/item breakdown of six records in Cornell catalog. Useful FRBR illustration.

3. LC Bibliographic Record Checklist -- document available on LC RDA website in section

Additional Information. 8 p.

Dense with references to rule nos., etc. Authoritative by definition, but not for beginners.

4. LC RDA core elements for November 2011

5. Where is it in RDA? In LC's section on Additional Information: 2 p. chart.

Points from general topics to RDA chapters. Good for beginners.

6. RDA Alternatives and options - LC's policy decisions for November 2011-; in LC's section on Additional Information. 16 p.

Chart. Highly detailed.

7. MARC 21 encoding to accommodate RDA elements -- LC practice for November 2011 - in section RDA Supplementary Documents. 7 p. chart.

Highly detailed. Not for beginners.

8. LC exercises and answers: Practical exercises, showing both LC practice and what would be OK on copy or as judgment.

Good for various levels, provides opportunities for discussion.

9. RDA/AACR2 Changes--from Special Cataloging website

2 1/2 pages. Organized as headings, choice of entry, description (by field). Clear, concise, good summary for anyone wanting a brief overview of the major changes.

10. Describing electronic, digital, and other media using AACR2 and RDA : a how-to-do-it manual and CD-ROM for librarians (2011) by Mary Beth Weber, Fay Angela Austin. New York : Neal-Schuman Publishers, 2011.

Checklists for creating RDA records for various formats of materials (cartographic, sound recordings, videos, electronic resources, microforms, etc.) and various schemas (MARC, MODS, FISO)

11. Art catalogs flowchart (December 2011) - Word, 32 KB part of RDA Refresher Training at LC: Special Topics

Training plans

12. The Library of Congress has posted a plan for training about 420 catalogers over seven months. Each month, three groups of 20 trainees will attend approximately 40 hours of class room training, spread over four weeks. A chart showing how much time will be spent on what topics is included. The training is based on that done at the Georgia Public Library Cataloging Summit.

13. North Carolina State University was a test institution and took a very pragmatic approach to RDA implementation. Their website includes information about their experiences in the test, training materials and presentations given at various venues. They have been proactive about getting everything on the web so that others can benefit from their experience in the test. Their basic program consisted of a 1 hour presentation on FRBR and 12 hours of RDA instruction spread over 3 days.

14. Duke University has been taking a wait-and-see approach to RDA. Duke values NACO participation, and RDA NACO training will be the first priority. A brief introduction to RDA is part of the monographic cataloging documentation.

15. Preparing School Library Media Specialists for RDA - PPT presentation by Shawne Miksa, co-presenter with Dr. Barbara Schultz-Jones) American Association of School Librarians, 14th Annual Conference and Exhibition, Charlotte, NC (Nov. 7, 2009).

Quite extensive, 5.42 MB (60 slides). Covers basics, differences and similarities between the two standards, addresses how school libraries can prepare. Slides 12 through 52 are taken from B. Tillett's presentation on FRBR.

16. RDA for Administrators: Managing the Transition in Your Library – ALCTS webinar by Chris Cronin

Addresses, from the perspective of the manager, some of the major issues related to adopting RDA.

II. Theoretical foundations (including FRBR, FRAD)

(Contains PowerPoint presentations, webinars, and videos on principles of FRBR, examples of FRBRized records, exercises, etc.)

1. FRBR Overview and Application: Understanding Conceptual Relationships (revised Jan. 2012) - PPT presentation: with notes and quick quizzes. In the series: Library of Congress Training for RDA; available through the Cataloger's Learning Workshop (CLW) RDA Training Materials page.

2. FRBR Terminology Quiz: online self-test quiz; available through the Cataloger's Learning Workshop (CLW) RDA Training Material page.

3. FRBR - presentation by Barbara Tillett at the ALA 2009 Annual Preconference

4. Módulos para la enseñanza y difusión de los modelos conceptuales FRBR y FRAD (PPT and PDF) – presentation by Barbara Tillett.

Include PPT presentation, instructor manual, and trainee manual in PDF; in Spanish.

5. FRBR Meets RDA - (2011) PPT presentation by Jean Pajerek, Cornell University, May 24, 2011.

[public access temporarily limited]

Extensive material, with notes, good examples, quiz at the end.

6. FRBR - PPT presentation by Tracey Snyder, Cornell University (April 26, 2011).

[public access temporarily limited]

PowerPoint presentation (44 slides), that includes explanation of FRBR with examples and notes for slides. Part of the presentation uses some of the B. Tillett's slides but in general is self-sufficient and interesting.

7. IFLA's Conceptual Models and RDA (or, What you need to know about FRBR and FRAD when reading RDA, followed by an introduction to FRSAD and an update on future developments in the FRBR family of conceptual models) (2010) - PPT presentation by Pat Riva (Technical Services Interest Group of the Canadian Library Association).

8. The FRBR-RDA puzzle: putting the pieces together (2011) - PPT presentation by Thomas Brenndorfer at the Ontario Library Association Conference 2011.

49 slides, with extensive notes. Visual and clear.

With: Answers to exercises – PPT presentation:

Detailed discussion of choices in cataloging of 2 works given at the end of the previous presentation.

9. Bram Stoker’s Dracula in FRBR terms - YouTube video by Librarygeeky.

Explains FRBR concept using the B. Stoker's Dracula book example.

10. FRBR: Functional Requirements for Bibliographic Records - PPT presentation by Janess Stewart and Charlotte Stretton, National Library of New Zealand.

11. FRBR as a Foundation for RDA - ALCTS webinar by Robert Maxwell, originally given Dec. 15, 2010.

III. Introductions to the RDA Toolkit

1. RDA Toolkit: introductory tour – PPT presentation by Sarah Ross for Cornell University Library (June 21, 2011) : presentation was compiled based on resources available from the RDA Toolkit Teaching and Training website; includes speaker's notes. (4.49MB, 62 slides) Screen images are from earlier release of the RDA toolkit so they are outdated.

[public access temporarily limited]

2. Toolkit Training Handout: with Answers, with files of images of surrogate examples - (PPT, 1.49MB, 29 slides): handout for presentation listed in 1 above; speaker's notes not included.

[public access temporarily limited]

3. AACR2 to RDA: Using the RDA Toolkit - Webinar recording (51:26 minutes) by Troy Linker for ALA Digital Reference at the RDA@Your Library online conference (Feb. 2011)

Webinar on how to use the RDA Toolkit. Includes information on vocabulary and structure of RDA as well as orientation to the toolkit. Basic and clear. Session includes a short Q&A section at the end of the session.

Slides for this webinar are also available here:

4. Touring the RDA Toolkit (2010) – PPT: 18 slides (John Hopkins University).

A PowerPoint presentation documenting the major changes from AACR2 to RDA with example records, with accompanying outline notes.

5. RDA Toolkit trial period demonstration (revised February 2011) – PPT presentation (51 slides) by Jenny Stephens, National Library of Australia.

Explains how to use the free trial period, how to familiarize with basic features of the toolkit. Does not cover structure of RDA or how to catalog using RDA

6. Using the RDA Toolkit - (revised 2012) PDF manual: In this course, participants will learn how to navigate and search in the RDA Toolkit, personalize the Toolkit, utilize user-contributed content, and locate help and additional resources.

7. RDA toolkit essentials - Video (1 hour 1 minute): March 21, 2012 presentation by James Hennelly.

This is the latest / most up to date presentation available on the toolkit in this group.

Slides:

IV. RDA for general cataloging

(presentations (i.e., PPTs) directed toward books and/or those which don’t specify a format)

1. RDA Refresher Training at LC (October 2011) - PPT presentation: includes speaker notes, exercises and answers.

2. RDA Refresher Training at LC: Special Topics (December 2011) - PPT presentations: includes speaker's notes and examples.

With follow-up sessions on: Art catalogs; Compilations; Conferences; and Revised editions.

Too detailed to be called "basics,” intended for those who have already used RDA, not for training "RDA newbie.”

3. LC RDA for Georgia Cataloging Summit (Aug. 9-10, 2011) - PPT presentation.

Includes speaker’s notes, exercises, and answers; designed for catalogers, particularly those who have primary responsibility for cataloging and cataloging training.

4. Introduction to RDA for books (Nov. 23, 2010) - PPT presentation by Sevim McCutcheon: 39 slides.

Basic, clear, and visual. May need some updating.

5. Glen Wiley on RDA for Cornell staff at MWG Forum (March 18, 2011) – PDF : 35 slides.

[public access temporarily limited]

Theoretical orientation, with discussion of benefits of FRBR and RDA. A fair amount of dated and local material. Clear and useful, with information about FRBR and the similarities and differences between RDA and AACR2. Could be useful to help some libraries develop their own training without having to reinvent the wheel.

6. RDA: What We Need to Know - PPT presentation at the Johns Hopkins University : 79 slides.

Many examples attributed to Adam Schiff. Documents the major changes from AACR2 to RDA with a plethora of example records.

7. RDA training (Sept. 2010) - PPT presentations by Christee Pascale and Jacquie Samples 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), borrowings from others’ presentations

8. Visualizing RDA (2011) - PPT presentation by Thomas Brenndorfer at the Canadian Library Association conference.

9. Cataloguing on the edge (2011) - PPT presentation by Trina Grover at the Atlantic Provinces Library Association.

10. RDA: a quick introduction (2011) - PPT presentation by Chris Oliver at the Ontario Library Association conference.

11. Recording attributes of manifestations, items, works & expressions (2011) - PPT presentation by Marcia Salmon, Ontario Library Association conference.

Presentation:

Exercises:

Answers:

12. Introduction to RDA (March 2011)- PPT presentation by Alison Hitchens.

Mash-up of three Chris Oliver’s presentations.

13. RDA 101: getting to know Resource, Description and Access (March 2010) – PDF of presentation by Alison Hitchens, Canadian Library Association June 2010.

14. The framework: structure, principles, basic concepts - PPT presentation by Chris Oliver, Canadian Library Association, June 2010.

15. Cataloguing with RDA (Mar. 2011) – PPT presentation by Trina Grover: session sponsored by Canadian Library Association, Mar. 2011.

16. Mapping RDA to MARC 21 (June 2009) - PDF of presentation by Margaret Stewart: presented at the German Symposium on MARC 2, June 2009.

17. RDA draft - PPT presentation by Chris Todd, Janess Stewart, and Charlotte Stretton (National Library of New Zealand).

18. R-4: Importing records for textual monographs (2011) - Word document.

To be used by RDA-trained catalogers to identify when it is appropriate to convert an imported AACR2 record to RDA; for LC RDA catalogers and technicians. Too LC-specific for general use. Designed for catalogers already familiar with RDA.

19. Changes from AACR2 to RDA: A Comparison of Examples (May 2011) – PDF of presentation by Adam Schiff, originally presented at BC Library Conference, April 2010, revised May 2011: 104 p.

20. Changes from AACR2 to RDA: A Comparison of Examples (2010) – PDF of presentation by Adam Schiff, originally presented in 2010; revised for the Association of Jewish Libraries; with Hebrew/Yiddish examples.

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21. Changes from AACR2 to RDA (2011) – PDF of presentations by Adam Schiff.

• Part 1: Description / OCLC webinar, July 13, 2011

• Part 2: Access Points / OCLC webinar, July 14, 2011

22. Changes from AACR2 to RDA: A Comparison of Examples – PDF of presentations by Adam Schiff. (April 2012).

• Part 1: Description

• Part 2: Access Points

23. RDA: Mapping the Fields (2012) – PDF of presentations by Adam Schiff:

• Part 1: Description / LACONI Technical Services Section, Feb. 3, 2012

• Part 2: Access Points / LACONI Technical Services Section, Feb. 3, 2012

24. RDA Testing & Comparison with AACR2 (2011) - PPT presentation by Charlene Chou, Columbia University, at the Peking University Library, March 3, 2011: 80 slides for Chinese audience.

25. RDA Changes in MARC Records - Blog post: Karen Anderson's summary of changes posted on the MARS Authority Control site.

26. MARC 21 Changes for RDA (2009): PPT presentation by Laura May and Bill Leonard presented at Canadian Library Association conference, May 29, 2009.

27. Changements au MARC 21 relativement à la RDA (2009) - PPT presentation by Laura May and Bill Leonard presented at Canadian Library Association conference, May 29, 2009. French version of the #25 above.

28. Demystifying RDA: Similarities and differences between AACR and RDA (2010) – PPT presentation by Chris Oliver, at the Canadian Library Association conference 2010: 67 slides.

29. Changes from AACR2 to RDA: Access Points, Rule of 3 Change - by Carl Horne, Indiana University: 5 p.

Word document available to the TF group.

30. In Depth: Difference Between RDA and AACR2 (2010) – PDF of presentation by Robert L. Maxwell, presented to Utah Library Association May 14, 2010; 124 pages.

Some of the slides are based on presentations by Barbara Tillett and Adam Schiff.

31. Resource Description and Access Happy Fun Time Companion – website

Website full of pictures, videos, etc. as a fun introduction to RDA.

32. RDA Ask-the-Experts webinar--ALCTS webinar originally presented Feb. 17, 2011

33. RDA: Benefits for Users and Cataloguers - ALCTS webinar by Chris Oliver, originally presented Nov. 3, 2010.

34. Introduction to RDA - ALCTS webinar by Robert Ellett, originally presented Sept. 22, 2010.

35. Preparing Copy Catalogers for RDA - ALCTS webinar by Irina Kandarasheva and Mark Wilson. (April 2011).

One of eight RDA supplementary documents posted at the RDA Refresher Training at LC website. This document records the recommended MARC 21 encoding LC practice when giving the information in LC records. Includes changes from LC practice during the US RDA Test. Authority format: p. 3-7. This might be useful as an authority record checklist/cheat sheet, but it does represent LC policy, not PCC policy.

5. Document R6: examples of RDA authority records (10/26/2011) – PDF (14 pages)

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