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MODULE 4 : NAVIGATING THE RDA TOOLKITAdapted by: Rebecca Burbank,
Based on slides created by: Marcia Salmon
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Outline of RDA Toolkit Training
Accessing the RDA Toolkit
Introduction to the RDA Toolkit
Navigating RDA Toolkit Documents
Searching the RDA Toolkit
User Contributed Workflows and Mappings
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ACCESSING THE RDA TOOLKIT
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Logging into RDA Toolkit
Accessing the RDA Toolkit
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Logging into the RDA Toolkit
We will login to the RDA Toolkit in two ways
1. IP Recognition for McGill’s Site Subscription licence
When using a computer on campus, or the McGill VPN, you will be logged in automatically
2. Individual subscription login Logging in with username and password to
access your profile
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Logging into the RDA ToolkitIP Recognition for Site Subscription licence
McGill users are authenticated through the proxy server, logging into RDA toolkit is automatic
Easy to tell that when logged into the McGill account, you should see this in the top right hand corner of screen
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INTRODUCTION TO THE RDA TOOLKIT
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About the RDA Toolkit
Introduction to the RDA Toolkit
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About the RDA Toolkit
RDA has been created by a collaboration of international libraries lead by the Joint Steering Committee
The Toolkit has been published by the ALA, CLA and CILIP
The link to About the RDA Toolkit is located at the bottom of the navigation bar
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Benefits of the RDA Toolkit
Introduction to the RDA Toolkit
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Benefits of the RDA Toolkit1
RDA content and RDA software are combined in the RDA Toolkit
As a web tool – greater flexibility and versatility
Easier to integrate into your daily work
Can be used in many different ways, by many different levels of staff
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NAVIGATING RDA TOOLKIT DOCUMENTS
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RDA Tab
Navigating RDA Toolkit Documents
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RDA Tab
The RDA Tab allows for browsing of the RDA content
Starting point for browsing the Table of Contents
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RDA: Navigating RDA Using Table of Contents
The content of RDA may be browsed in the RDA Table of Contents
Click the plus sign to expand and browse the RDA table of contents
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Scavenger Hunt
From the RDA Table of Contents, locate 19.1.1 Sources of Information
Are there any LCPS associated with this element?
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RDA: Glossary
There are many new terms in RDA
Therefore there are hyperlinks in the text of RDA to glossary terms
Clicking on these hyperlinks leads to the definition of the term in the glossary
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RDA: Glossary
Clicking Status of Identification brings us to the glossary
The glossary is also listed in the Table of Contents
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RDA: Synchronize with Table of Contents
Synch TOC Icon synchronizes the Table of Contents with the section of RDA that is being displayed
Useful when scrolling or following links in the Toolkit
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RDA: Print Text
Click the Print Text icon to create a PDF document which maybe printed
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RDA: Viewing Options
The elements viewed in the RDA Toolkit can be filtered
From the View Text Menu you have the option of viewing:
•The Full text of RDA
•The Core Elements
•Elements without the examples
•Elements without personal bookmarks
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RDA: View Text
To hide examples in RDA click Hide Examples on View Text menu
The filtered icon indicates that the RDA document is filtered
Click Show Examples on View Text menu to undo the Hide Examples display of RDA
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Scavenger Hunt
Using the View Text Icon hide the examples in the RDA Toolkit
Using the Table of Contents, locate element 19.2.1.3
Using the View Text Icon display the examples in the RDA Toolkit
Who is the 3rd example shown?
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RDA Element Set View
Navigating RDA Toolkit Documents
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RDA Element Set View
The Tools Tab has documents that assist in accessing RDA content
One of these documents in the Tools Tab is the RDA Element Set View
RDA uses Functional Requirements for Bibliographic Description (FRBR) and
Functional Requirements for Authority Data (FRAD) as a theoretical framework
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RDA Element Set View: FRBR
This section can be used to explore RDA through the FRBR Model and see how they correlate to RDA
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RDA Element Set View: FRAD
FRAD Entities were created for relating the data in library authority records to the needs of the users
RDA can be explored via the FRAD model Table of Contents
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Scavenger Hunt:Where do the grey hyperlinks lead to?
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RDA Mappings
Navigating RDA Toolkit Documents
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RDA Mappings
The Tools Tab contains documents that assist in accessing RDA content.
One of these documents in the Tools Tab is the RDA Mappings
“RDA is a content standard meaning that it contains guidelines and instructions on recording bibliographic data that describes resources and the presentation or encoding
of data is not part of the main text of RDA”
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RDA Mappings: MARC Bibliographic to RDA
MARC is the most popular encoding standard for encoding bibliographic data for library catalogues.
The RDA Mappings tool maps RDA elements to corresponding MARC bibliographic elements, in either direction
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Scavenger Hunt
Locate the MARC Bibliographic to RDA Mapping
How many RDA elements are mapped to 300 $b ?
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RDA Mappings: RDA to MARC Bibliographic
While there is often a one-to-one correspondence between RDA and MARC 21, there are cases where the level of granularity in the MARC 21 element set and RDA element set differs.
New MARC 21 bibliographic data fields created for the implementation of RDA: 336, 337, 338
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Scavenger Hunt
Locate the RDA to MARC Bibliographic Mapping
Which MARC fields are mapped to RDA Instruction Number 2.12.8?
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RDA Mappings: RDA to MARC Authority Mapping
RDA to MARC Authority Mapping can also be viewed in either direction
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RDA Mappings: RDA to MODS Mapping
Metadata Object Description Schema (MODS) is a schema for a bibliographic element set
MODS was designed as a compromise between the complexity of the MARC format and the extreme simplicity of Dublin Core metadata
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Workflows
Specific workflows can be designed to guide everyday procedures
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ERDS
Navigating RDA Toolkit Documents
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Entity Relationship Diagrams
The Tools Tab contains documents that assist in accessing and understanding RDA content
The Entity Relationship Diagram (ERD) documents are located here
FRBR and FRAD are entity relationship models
These entity relationship models may be illustrated in diagrams
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ERDs: Entity Relationship Diagrams
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AACR2
Navigating RDA Toolkit Documents
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AACR2
The Resources Tab allows contains documents related to RDA
One of these documents in the Resources Tab is the Anglo-American Cataloguing Rules Second Edition (AACR2) 2002 revision
It’s key word searchable…
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AACR2
The text of AACR2 may be browsed using the navigation bar
This symbol is used for internal links to various sections of the AACR2
This symbol is used to link AACR2 to the corresponding guideline in RDA
Synch TOC, Bookmark and Print Text functions are available
RDA
AACR2
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Library of Congress Policy Statements
Navigating RDA Toolkit Documents
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Library of Congress Policy Statements
The Resources Tab contains documents related to RDA
One of these documents is the Library of Congress Policy Statements (LCPS)
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Library of Congress Policy Statements
The Library of Congress Policy Statements (LCPS) are the equivalent of the Library of Congress Rule Interpretations (LCRI) for AACR2
Library of Congress Policy Statements (LCPS) covers pre-cataloguing decisions, LC and PCC practice
It is hoped that the other National Libraries that contributed to RDA will make their policy statements available in the RDA toolkit
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Library of Congress Policy Statements
The LCPS is also embedded in the related sections of RDA
This symbol is used to link the RDA to the full text of LCPSLCPS
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Other Resources
Navigating RDA Toolkit Documents
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Other Resources
The Resources Tab contains documents related to RDA
Within the Resources Tab are links to Other Resources
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Other Resources
There are links to the following resources, these resources open in a separate browser window:
FRBR FRAD FRSAD MARC Standards Dublin Core Meta Data Initiative Open Archives Initiative Open Metadata Registry LC Cataloger's Desktop XC Extensible Catalog
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SEARCHING THE RDA TOOLKIT
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Quick Search
Searching the RDA Toolkit
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Quick Search
The RDA Quick Search box is located by the user menu
The RDA Quick Search allows for the searching of: RDA Chapters, Appendices and Glossary for words or phrases RDA instruction numbers
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Scavenger Hunt
Using the quick search function, find three elements that contain the word Montreal.
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Advance Search
Searching the RDA Toolkit
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Advanced Search
Click on the Advanced Search Icon in the user menu
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Advanced Search
Words or phrases may be searched
The documents being searched may be selected
The search of RDA may be limited by: Instruction Number, Description Type, Content Type,
Media Type, Issuance Type and Work Type
Examples may be excluded from the search
There is a link to Search Tips from the RDA Toolkit Help
Searches may be saved when logged into your profile
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Advanced Search
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Scavenger Hunt
Searching within RDA locate all instances of the words Music Score
How many results are there outside of the glossary?
Challenge: if you exclude the examples, how many results do you get?
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AACR2 Rule Number Search
Searching the RDA Toolkit
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AACR2 Rule Number Search
RDA may be searched by AACR2 Rule Number in the Advanced Search screen
Enter AACR2 rule number in the AACR2 Rule Number search box
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AACR2 Rule Number Search
The following are the results for the AACR2 Rule Number Search for AACR2 2.5B2
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Creating and Using User Profile
Accessing the RDA Toolkit
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The User Profile
User profiles allow for the personalization of the RDA Toolkit by giving users the ability to: Save Searches Create Bookmarks Create Workflows Create Mappings
The user profile maybe updated or reset
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Creating A User Profile
Click on Create Profile icon
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Creating A User Profile
Enter information needed to create a new profile such as full name, profile name, email address and password
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Creating A User Profile
Agree to the RDA Toolkit terms and conditions by checking the Agree box
Then click Create
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The User Profile
Login to user profile by entering Profile Name and Password and pressing Enter, or by clicking the Login Icon
Login Icon
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Training Profile
Profile Name: Training Session
Password: mcgill
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Logging into the RDA ToolkitIndividual Subscription Login
Institutional and single user’s name are displayed when logged in
The My Profile, Support and Log Out icons are displayed
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Creating A User Profile
Institutional and user’s name are displayed when logged into the individual’s profile
When logged into your profile these icons will display:
My Profile
Support
Log Out
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The User Profile
Report technical issues via the RDA Toolkit Support Centre
Access this page with the Support Icon or Feedback Button
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RDA: Bookmark
Sections of RDA text maybe bookmarked by clicking on the Bookmark Icon
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RDA: Bookmark
In the Managing Bookmarks box click on Add to add new bookmark
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RDA: Bookmark
Click in the RDA document to set the location of the bookmark
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RDA: Bookmark
In the Add Bookmark box type Bookmark Name and Bookmark Annotation box add annotation and click Set
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RDA: Bookmark
The following icon denotes that a section of the RDA document has been bookmarked
Bookmarks are saved in the My Profile – Managing Personalizations section
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RDA: View Text
To hide bookmarks in RDA click Hide Bookmarks on View Text menu
The Bookmark Icon will disappear
Click Show Bookmarks on View Text menu to undo the Hide Bookmarks display of RDA
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Scavenger Hunt
Using the table of contents, find section 17
Create a bookmark at the location assigned to you
Use your name as the Bookmark Name
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USER CONTRIBUTED WORKFLOWS AND MAPPINGS
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Creating a Workflow or Mapping
User Contributed Workflows and Mappings
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Creating a Workflow or Mapping
The Tools Tab allows for the creation of user contributed content that is used to assist in accessing RDA
The two types of user contributed content in the Tools Tab are the Workflows and Mappings
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Workflows or Mappings
Workflows may be used to:
Create customized, user created guides for RDA Toolkit documents and external web resources
Share best practices for cataloguing types of materials or local cataloguing agency policies
Workflows also may be shared
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About Workflows
This is an example of Workflow for a Simple Book created by the Library of Congress
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Creating Workflows
To create a workflow, click on Create Workflow
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Creating Workflows
In the Name Your Workflow box. Enter the Workflow title.
Use an existing workflow as a starting point by selecting a work flow in the Copy Existing Field
Clicking on Go opens Workflow Editor
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Creating Workflows
Add workflow content using the Workflow Editor Click on the save icon to save the workflow
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Scavenger Hunt
Looking within the Tools Tab, find the Shared Workflows titled: ‘LC Staff: Simple Book’, & ‘LC Staff: Simple Book (MARC)’
What is the organizational difference between the two?
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About Mappings
The RDA Mappings documents are the official mappings
Customized mapping between RDA and a metadata standard may be created and shared
User generated and shared mappings are located under the Mappings section
Click on Create Mapping to begin
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Creating Mappings
Enter the Mapping title in the Name Your Mapping box
Use an existing mapping as a starting point by selecting a work flow in the Copy Existing Field
Clicking on Go opens Mapping Editor
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Creating Mappings: Mapping Editor Add mapping content using the Mapping Editor click on
the save icon to save the mapping
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Sharing and Linking to a Workflow or Mapping
User Contributed Workflows and Mappings
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Sharing Workflows or Mappings
There are three levels of permissions for sharing workflows and mappings:
Private: May only be viewed by the creator of the workflow and mapping
Subscription: May be viewed by all users with the same subscription
Public: May be viewed by everyone accessing RDA Toolkit
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Sharing Workflows
The level of access granted to workflows may be changed via the User Profile
Click on Change Sharing Mode to change the level of access granted to other users
Select the level of permission and click Update
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Sharing Workflows
Access may also be granted to shared Workflows by using the Share Mode within the Workflows Editor
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Sharing Mappings
The level of access granted to mappings may be changed via the User Profile
Click on Change Sharing Mode to change the level of access granted to other users
Select the level of permission and click Update
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Sharing Mappings
Access may also be granted to shared Workflows by using the Share Mode within the Mappings Editor
Linking to Workflows or MappingsTo link to a Workflow or Mapping from another location, first display the correct web address
Right click on the body of the Workflow or Mapping you want to link to
Select This Frame and Show only this Frame
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Linking to Workflows or Mappings
After selecting show only this frame the web address should change
The new address of this web page may be used to link to the Workflow or Mapping
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TIPS FOR NAVIGATING THE RDA TOOLKIT
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RDA Toolkit Help
Tips for navigating the RDA Toolkit
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RDA Toolkit Help
Link to the RDA Toolkit Help through the left navigation bar
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RDA Toolkit Help
The RDA Toolkit Help has useful tips for navigating the RDA Toolkit