RDA Implementation:What, Why, and How in One Hour

Richard Guajardo & Stephanie RodriguezUniversity of Houston

University of Houston Libraries

RDA Conversion & Authorities Project

• What – Bibliographic database Has not been output for a complete authority control project since the mid 90’s

• Why – A hybrid catalog This could prove difficult to manage and result in some confusion with inconsistent access points

RDA Conversion & Authorities Project

• [ Who – Four libraries: UH, UHD, UHCL, UH LAW ]

• How – Creating a new set of Material Type codes, outputing bibliographic records for print and media materials for RDA conversion & authority control, developing an in-house process for e-resource records

RDA Conversion Planning

• Revise Material Types• Updated Catalog Search• RDA Content, Media, & Carrier Types• RDA Implementation Preparation• RDA Conversion • Conversion Timeline• Post-RDA Conversion Practice

Material Type (BCode2) Revision

• Why revise the Material Types?• The General Material Designation [GMD] in the title field

is replaced in RDA with more specific CMC fieldsContent type Media typeCarrier type

• We need to revise our material types to be more specific to match CMC fields

• Ensure the insertion of appropriate CMC fields in the RDA records conversion process

REVISED Material Types

BC

OD

E1

RDA CMC Mapping

Content, Media & Carrier TypesVideo (Category) Code Content type Media type Carrier type

ONLINE VIDEO n two-dimensional moving image

video Online resource

DVD d two-dimensional moving image

video videodisc

BLU-RAY b two-dimensional moving image

video videodisc

FILM f two-dimensional moving image

projected film reel

VHS CASSETTE v two-dimensional moving image

video videocassette

Content, Media & Carrier TypesAudio (Category) Code Content type Media type Carrier type

AUDIO CASSETTE j performed music audio audiocassette

ONLINE AUDIO h performed music audio Online resource

AUDIO CD q performed music audio audio disc

LP/VINYL p performed music audio audio disc

Content, Media & Carrier Typese-Resource (Category)

Code Content type Media type Carrier type

E-GOV DOCUMENT m Text computer online resource

CD-ROM 5 computer program computer Computer disc

WEB RESOURCE 6 text computer online resource

DATABASE 4 text computer online resource

E-BOOK 2 text computer online resource

E-JOURNAL 3 text computer online resource

DATASET 7 computer dataset computer online resource

E-MUSIC SCORE 8 notated music computer online resource

RDA Implementation – Preparation • Database Clean Up - OCLC Number Match Project

• Configure Load Tables for New RDA Bib. and Authority Fields

• Install AACP for RDA Authority Headings Change

• Launch BCODE2 (material type) Changes for RDA GMD Replacement

OCLC Number Match Project

• PRODUCT SUMMARYProduct Code: TAP3989 135,674Product Code: CTR3750 127,286

• BIB PROCESSINGRecords processed: 135,673 Duplicates dropped: 1,251 Records rejected: 1 Unresolved records: 5,075 Records merged: 2,061

LOAD TABLES

• Request a Service Commitment (CSDIRECT) for an RDA load table update

• UH has 60 load tables for bibliographic and authority records (some not active)

• Revise the load tables as additional RDA updates are adopted

• Used daily for batch load work in acquisitions and cataloging functions (including reloading of records processed by Marcive for authority control and RDA conversion)

• Reloading of one time projects (OCLC reclamation project)

AACP for RDA Authority Headings Change

• Automatically updates headings in a bibliographic record

• Requires a 4XX reference in the authority record

• Triggered by a change in the authority record

• Heading in bib. record must match 4XX exactly

AACP Installation – Automated Authority Control Process

Courtesy: csdirect.iii.com

Strategies for Review Files

• Build lists from current BCODE2sExample:

• Bcode 2 = j• Exclude BCODE3 = d

• Break lists down by specific formats Example:

• Identify marc characteristics

• Rapid update

BCODE2

ICON

NO [GMD]

Content, Media and Carrier information in MARC record

RDA Conversion

• MARCIVE RDA Conversion Process:• Send files to MARCIVE• MARCIVE test RDA conversion – 1 week• MARCIVE send test file to us for approval • Final conversion (7-10 days)• Load converted record back to III

• Internal Conversion Process:• Global RDA Update of E-books/E-journals

RDA Conversion Timeline

2013• 04/01- 04/03 Update load table to accommodate new RDA fields

• 04/15 - 04/19 Export Bib-records and send them to MARCIVE– Created 10 files of 50,000 records

• 04/22 - 04/26 MARCIVE test conversion

RDA Conversion Timeline

2013• 04/29 - 05/10

Approve test conversion and begin MARCIVE final conversion

• 05/13 – 06/12 Load converted records back into III

Post-RDA Conversion Practice

• Physical items• Continue accepting best available (RDA or AACR2) records from OCLC• Revised local OCLC constant data records to accommodate new

material types• Weekly, pull together new bib. records for authority process and send

to Marcive for RDA conversion

• E-books/E-journals• Receive Serials Solution ebook and ejournal records bi-monthly• Configured load table to insert RDA fields to records• Decided to convert these in-house because of fluidity of records

Post-RDA Conversion Practice

• Add to catalog if available

RDA

• Add to catalog if no RDA

AACR

• Mixed results?

Hybrid

• Bringing in updated records from OCLC and other vendors

Post-RDA Conversion PracticeHybrid -> RDA

AACR record brought into

system

In system 1-6 days

Send to MARCIVE

Conversion takes place

Reload back into our catalog

Overlay previous AACR record

New RDA record!

Thank You!Richard Guajardo & Stephanie RodriguezUniversity of Houston