The RDA Workbook: Learning the Basics of Resource Description and Access
edited by Margaret Mering.
Reviewed by Benjamin Abrahamse
RDA, Resource Description & Access and Cartographic Resources
by Paige G. Andrew, Susan M. Moore, and Mary Larsgaard.
Reviewed by Cheri A. Folkner
Cataloging for School Librarians
by Marie Kelsey.
Reviewed by Daina Dickman
, Violet B. Fox, Editor
The Value of a Library Catalog for Selecting Children's Picture Books
Katarina Švab & Maja Žumer
ABSTRACT: The aim of this study was to determine how parents select picture books for their children and which bibliographic data are important as they choose between different versions of the same title. Thirty-six parents of preschool children aged one to six years were interviewed and observed as they chose one version of the picture book Cinderella from among six bibliographic records and then selected from among six physical versions. Parents described the criteria and the reasons for their selections. The results indicate that the parents experienced difficulties using the library catalog and that the current bibliographic elements are inadequate.
KEYWORDS: bibliographic data, library catalogs, picture books, parents, small children
OCLC's WorldShare Management Services: A Brave New World for Catalogers
Claire-Lise Bénaud & Sever Bordeianu
ABSTRACT: Like other recent library management systems, OCLC's WorldShare Management Services (WMS) is cloud-based. But unlike the others, WMS opens WorldCat for applications beyond its traditional role as a source of bibliographic records. It enables catalogers to work directly from the Master Record, which no longer needs to be exported to a local system. This article describes the impact of WMS on the roles and functions of cataloging departments, and asks if it is changing the meaning of cataloging. It concludes that while the workflows are changed dramatically, the profession of cataloging remains relevant.
KEYWORDS: OCLC WorldShare Management Services (WMS), library management systems, integrated library systems, cataloging workflows, OCLC Master record, acquisitions, receiving
A Comparison of Recorded Authority Data Elements and the RDA Framework in Chinese Character Cultures
ABSTRACT: To investigate which authority data elements are recorded by libraries in the Chinese character cultural sphere (e.g., Japan, Mainland China, Hong Kong, Taiwan, South Korea, and Vietnam), data elements recorded by each library were examined and compared to authority data elements defined in the standard Resource Description and Access (RDA) design. Recommendations were then made to libraries within this cultural sphere to improve and internationally standardize their authority data. In addition, suggestions are provided to modify RDA in an effort to increase compatibility with authority data in the Chinese character cultural sphere.
KEYWORDS: authority data elements, Chinese character cultures, interoperability, authority control, RResource Description and Access
Maker Metadata: Problems and Possibilities
Allison Jai O’Dell
ABSTRACT: Information about makers is critical to bibliographic research, and special collections cataloging norms provide maker metadata. Still, access to maker metadata is hampered in online library catalogs. This article investigates the betterment of maker metadata in (or alongside) library catalogs using existing content guidelines, encoding schemas, and data models. Discussion finds that libraries have appropriate tools for improving access to maker metadata. This article thus encourages the profession to coordinate access to maker metadata. Cooperative maker description and the merger and/or linking of datasets generated by the research community are suggested areas for future investigation.
KEYWORDS: cataloging, authority work, special collections, rare books, provenance, EAC-CPF
Assessing Metadata and Controlling Quality in Scholarly Ebooks
Ravit H. David & Dana Thomas
ABSTRACT: This article explores the development and automation of quality assurance procedures for locally loading electronic books (ebooks) on the Ontario Council of University Libraries’ Scholars Portal Platform. The authors conducted a two-phase study of MARC record fields indexed on the platform to detect errors and implement workflow changes to the quality control process. The authors report on this process and the costs involved and suggest that the challenges of ebook metadata are not met by MARC and a new metadata standard should be considered in the near future.
KEYWORDS: Ebooks, metadata, quality assurance, quality control, discovery, assessment, academic libraries
How Much Does It Cost to Catalog a Document? A Case Study in Estonian University Libraries
ABSTRACT: In the current socioeconomic climate, efficiency and performance have become very important in libraries. The need for library managers to justify their costs to their parent organizations has become particularly important. Time-driven activity-based costing (TDABC) helps libraries to get a better picture of the cataloging activities that they are actually engaged in, and their costs. This article reviews the relevant literature to provide an overview of different cost accounting methods suitable for the measurement of the cataloging process. Then, through a case study conducted among Estonian university libraries, the TDABC approach was used to analyze the activities of cataloging process in two university libraries.
KEYWORDS: costing analysis cataloging processes, time-driven activity-based costing, Estonian university libraries, Tallinn University of Technology Library, Estonian Academy of Music and Theatre Library
VIOLET B. FOX
Welcome to the news column. Its purpose is to disseminate information on any aspect of cataloging and classification that may be of interest to the cataloging community. This column is not just intended for news items, but serves to document discussions of interest as well as news concerning you, your research efforts, and your organization. Please send any pertinent materials, notes, minutes, or reports to: Violet Fox via email at, phone: 312-996-3040. News columns will typically be available prior to publication in print from the CCQ website at .
We would appreciate receiving items having to do with:
Research and Opinion
Fun with Dick and Jane (and RDA): Creating Linked Data for Jane Austen and Bladerunner,
Chicago, Illinois--January 30, 2015
The world's first full Jane-athon took place January 30, 2015 in Chicago during ALA [American Library Association] Midwinter. This hackathon for creating Resource Description and Access (RDA)–linked data about the works of Jane Austen and related resources was attended by over 60 delegates from 55 institutions. Individually, or in clusters led by experienced, knowledgeable volunteers, the delegates used RIMMF (RDA in Many Metadata Formats) to create RDA/FRBR (Resource Description and Access/Functional Requirements for Bibliographic Records) entity records from imported MARC 21 records or as born-RDA, and link them using RDA designators. RIMMF is an editor for data that conforms to RDA Toolkit and the RDA Registry.
From a starting base of 75 entities for Jane Austen and her best-known Works, and just a few of their Expressions and Manifestations, Jane-athon players spent two and a half hours RIMMFing to add 126 Works, 117 Expressions, 134 Manifestations, 240 Persons, and 64 Corporate bodies to the RIMMF-ball. Coaches were on hand to provide tactical support, settle professional differences of opinion, and record issues for later consideration by the Joint Steering Committee (JSC). They were kept busy. After the session and lunch, everyone took part in a de-briefing to reflect on the experience, review the results, and look at the bigger picture. The RIMMF-balls of data from each contributor were merged into a super ball, and that was converted into an RDF-ball suitable for open linked data. Discussion on issues of duplication of RIMMF records for the same entity and the need for a shared infrastructure for RDA data creation and maintenance segued into consideration of the context of linked data and its accommodation of multiple points of descriptive view.
A wide range of Jane-related resources was brought by participants, from Sense and Sensibility to seamonsters and zombies, from Jane dolls to tattoos and tea strainers, a small inkling of Austen's influence on cultural heritage and a real test of RDA's ability to describe all kinds of content and carrier.
During the pre-session warm-up, delegates were exhorted to have fun. They seem to have done just that: feedback included phrases such as "Awesome!"; "Like trying to think about time travel"; "We’ll need to talk more about relationships and where they belong"; "Cool and fun and niceyou had to be there!"
The JSC welcomes this demonstration of RDA's ability to describe a wide range of resources and produce well-formed linked data, and the opportunities a Jane-athon offers for discussion and feedback on ways of developing RDA.
For more information on the first and second Jane-athons, including slides, collected data, and links to social media, visit:
The 25th Meeting of the Permanent UNIMARC Committee,
Rome, ItalyMarch 30-31, 2015
Submitted by Jay Weitz, Vice Chair of the PUC, OCLC Online Computer Library Center, Dublin, Ohio, USA
On March 30-31, 2015, International Federation of Library Associations and Institutions (IFLA)'s Permanent UNIMARC (UNIversal MARC) Committee (PUC) gathered at the Istituto Centrale per il Catalogo Unico delle Biblioteche Italiane (ICCU) in Rome, Italy, for its twenty-fifth meeting. In attendance were Ms. Maria Inês Cordeiro (National Library of Portugal, Director of the UNIMARC Strategic Programme), Ms. Rosa Galvão (National Library of Portugal), Mr. Massimo Gentili-Tedeschi (Biblioteca Nazionale Braidense and ICCU), Mr. Philippe Le Pape (ABES, France), Ms. Gordana Mazić (IZUM, Slovenia), Ms. Olga Zhlobinskaya (National Library of Russia), and Mr. Jay Weitz (OCLC, USA, Vice Chair and Rapporteur). Also present for portions of the meeting were Ms. Patrizia Martini (ICCU, Italy) and via video conference call, Ms. Mirna Willer (University of Zadar, Croatia, Honorary Member and Special Consultant).
During the two days of meetings, the PUC discussed a total of fifteen UNIMARC/Bibliographic (U/B) and UNIMARC/Authority (U/A) change proposals, the draft of the UNIMARC Guidelines for Archives, and other topics. Minutes from the informal PUC meeting in Lyon, France (August 2014) were reviewed, updated, and corrected.
The UNIMARC change proposals were discussed mostly in numerical order. Unless otherwise noted, the proposals were accepted or accepted as amended. In some cases, these actions represent final approval of previously accepted proposals that were subsequently found to need additional work.
There will likely be an informal meeting of the PUC at the IFLA World Library and Information Congress in Cape Town, South Africa, in August 2015. There will also likely be an open UNIMARC session in Cape Town, scheduled for Monday, August 17, 2015. Details are yet to be determined, but it will probably consist of a basic, practical UNIMARC workshop followed by explanations and demonstrations of the UNIMARC Linked Data files available in the Open Metadata Registry (OMR), how the data can be used, future plans, the availability of other vocabularies in the OMR, mappings that have been completed, and so on.
Scheduling of the 26th meeting of the PUC for March/April 2016 is in progress.
The New England Technical Services Librarians Annual Spring Conference
Worcester, MassachusettsApril 10, 2015
Submitted by Elise Daniel, Cataloging/Metadata Unit Manager, University Library, University of New Hampshire; Tom McMurdo, Collections & Digital Initiatives Librarian, Vermont State Library; and Meghan Banach Bergin, Coordinator, Bibliographic Access and Metadata Unit Information Resources Management Dept., W.E.B. DuBois Library, University of Massachusetts.
The New England Technical Services Librarians (NETSL) Annual Spring Conference for 2015 was held at the College of the Holy Cross in Worcester, Massachusetts on April 10. It featured speakers discussing the latest issues facing librarians in cataloging and acquisitions. All presentations from the conference can be found on the NETSL website (.
Amber Billey, Catalog/Metadata Librarian at the University of Vermont, gave a lively presentation on Bibliographic Framework (BIBFRAME) Basics. She offered an introduction to the topic for those just beginning to learn about linked data but also gave enough information that was specifically about BIBFRAME to make this session have wider interest. Resource Description Framework (RDF) Triples were shown graphically and in XML, and the various methods of expressing linked data were reviewed. Amber, having been trained in Zepheira's BIBFRAME gave the attendees a balance of background information on the history of its development as well as a demonstration of what it does and how it is organized. Her use of examples using the freely available BIBFRAME editor made a topic that was new to some appear practical and exciting. Amber offered several ways for users to test it out, as well as how to stay connected with future developments.
Susan Stearns, Executive Director of the Boston Library Consortium, gave a presentation titled "Retaining and Preserving the Scholarly Record: An Update on the Eastern Academic Scholar's Trust [EAST]." The EAST project developed from a perceived need to offer access to the scholarly record of print monographs, journals, and serials through a multi-library collaboration that will ensure copies of materials are retained and available. Susan's presentation gave a historical overview as well as offering the short and long term goals of the project. She explained the various membership options and benefits, noting that there were 47 members at the time of the presentation. She shared the project's retention requirement commitments, as well as the plan for a large scale analysis to be performed on member collections. Plans for material access and delivery, project staffing, and the timeline for implementation were shared. This was a fascinating project presentation on a great collaboration in progress.
This year's lightning talks featured five speakers who each had seven minutes to enlighten the audience about a particular topic, a popular format with both audiences and speakers.
Diane Hillmann, Consultant at Metadata Management Associates, spoke about moving library data out of its closed silos into the world of linked open data on the web in a presentation titled "Moving to the Open World: It's Not as Scary as it Sounds." Diane explained that in the world of linked open data the data describing a resource could come from a number of different providers such as Wikipedia, IMDb, or Amazon, and that data could be combined with library metadata to form a more complete and useful description for the user. She warned that "linked data is inherently chaotic" and the "bottom-up chaos and uncertainty of the linked data world is possibly the hardest thing for catalogers to get their heads around." However, we cannot continue to do things the way we always have, because as she pointed out, the "cost of traditional cataloging is far too high, for increasingly dubious value." She went on to say that "we need to support efforts to invest in more distributed innovation and focused collaborationsharing the costs." She also discussed the importance of investing in our systems and advocating for more flexible systems that can support multiple standards and distribution streams for sharing our data in this new environment. This was a popular session once again at NELA, with a vibrant question and answer session following the talks.
The Hebraica Cataloging RDA: a Guide to ALA/LC Romanization and Descriptive Cataloging is now available. This online resource supplements and updates Hebraica Cataloging: A Guide to ALA/LC Romanization and Descriptive Cataloging by Paul Maher published in 1987. This new resource aims to serve as a published guide to the romanization and descriptive cataloging of Hebraica materials in RDA by the Library of Congress (LC) and the Program for Cooperative Cataloging (PCC).
This resource was created by Joan Biella (formerly of LC), Benjamin Fryser (LC), and Heidi Lerner (Stanford Libraries) and is available at the Research Libraries, Archives, and Special Collections (RAS) division of the Association of Jewish Libraries (AJL) Cataloging Committee Wiki:.
The Hebraica Cataloging RDA has been several years in the making and incorporates many comments made on the first draft. A second part containing annotated examples taken from a summer 2013 workshop-style e-forum for Hebraica catalogers (developed as a platform for discussing issues in RDA cataloging particular to Hebrew and Yiddish materials) will follow in the spring or summer of 2015.
Two New Best Practices Guides from OLAC CAPC
The Online Audiovisual Catalogers Cataloging and Policy Committee (OLAC CAPC) is pleased to announce the publication of two best practice guides"Best Practices for Streaming Media Using RDA and MARC21" and "Best Practices for Cataloging DVD-Video and Blu-ray Discs Using RDA and MARC21." In addition to best practices, both documents include many in-line and full MARC record examples illustrating the best practices. The documents are accessible at the OLAC website:.
Many thanks to the CAPC task forces that prepared these documents and to the task force advisors for their great assistance: Streaming Media Task Force: Erminia Chao, Rebecca Culbertson, Jennifer Eustis, Cyrus Ford, Annie Glerum, Ngoc-My Guidarelli, Mary Huismann, Stacie Traill, Donna Viscuglia, Jeannette Ho (chair), and Jay Weitz (advisor). DVD/Blu-ray Task Force: Marcia Barrett, Lloyd Chittenden, Julie Renee Moore, Laurie Neuerburg, Anchalee "Joy" Panigabutra-Roberts, Walter Walker, Iris Wolley, William Anderson, Cyrus Ford, Douglas King, John Lavalie, Peter LIsius, Nancy Lorimer, Lori Murphy, Scott Piepenburg, Diane Robson (chair, 2012–13), Mary Huismann (chair, 2013–15), Greta de Groat (advisor), Kelley McGrath (advisor), and Jay Weitz (advisor).
We hope these best practices will be helpful to catalogers working with these formats. Feedback is welcome, and may be directed to CAPC chair Mary Huismann ().
Name Authority Cooperative (NACO) Music Project
The Boards of the Music Library Association (MLA) and the Music OCLC Users Group (MOUG), together with members of the NACO-Music Project Advisory Committee and the MLA Cataloging and Metadata Committee, wish to announce the administrative move of the NACO-Music Project to the Music Library Association.
The NACO-Music Project (NMP) was established by Ralph Papakhian in 1988 as the first subject-oriented funnel project in NACO, enabling many institutions to contribute music authority records to the national file. Now in operation for over 25 years, NMP boasts more than 50 participating institutions and demonstrates a model of cooperation and efficiency. The current administrative move of the funnel from the oversight of MOUG to that of the MLA Cataloging and Metadata Committee (MLA-CMC) is intended to further strengthen the funnel through placement at the MLA cataloging table alongside the other music PCC funnels (BIBCO and SACO). MLA-CMC has liaisons who work with ALA policymaking bodies such as the Committee on Cataloging: Description and Access (CC:DA) and the MARC Advisory Committee (MAC). A closer connection between NMP and MLA-CMC will be helpful for music catalogers working on the same cataloging guidelines and policies.
The MLA Board and the MLA Cataloging and Metadata Committee deeply appreciate the work of MOUG in initiating, developing, and maintaining the NMP. We look forward to a productive future of cooperation and innovation.
Bruce Evans, Chair, Music OCLC Users Group
Alan Ringwood, Chair, NACO Music Project Advisory Committee
Mark Scharff, NACO Music Project Coordinator
Beth Iseminger, Chair, Music Library Association Cataloging and Metadata Committee
Michael Rogan, President, Music Library Association
Michael Colby, Past President, Music Library Association
Committee of Principals Affirms Commitment to the Internationalisation of RDA
The Committee of Principals for RDA has issued the following statement dated May 29, 2015:
RDA is a package of data elements, guidelines, and instructions for creating library and cultural heritage resource metadata that are well-formed according to international models for user-focused linked data applications.
RDA has always been a continually evolving standard that aims to reflect the requirements of the cataloguing, metadata and description community.
As we continue to develop the standard it is essential that we broaden the range of perspectives applied to the development of the standard to ensure that it reflects a wide range of different cultural perspectives. The benefit of doing this was envisioned as RDA was developed. As more organisations develop rich and compatible data sets about their holdings, these can be actively shared across the globe to open up and increase the discoverability of collections for the benefit of the users we serve.
RDA has now reached a critical point in this development and the key to its continued success is a firm commitment to further internationalisation and exploration of wider cultural heritage description communities. The Committee of Principals have agreed on a new governance model to which it will begin to move over the next 3–4 years that emphasises this need for wider representation.
In the first instance, stakeholders will see a rebranding of the infrastructure and changes to wording used to describe supporting structures. The Committee of Principals will become the RDA Board, the JSC will become the RDA Steering Committee and rather than constituencies, we will talk about communities.
The Committee of Principals assures current representatives that the new model continues to offer them multiple ways to remain influential in the development of RDA at Board, Steering Committee and working group levels. It is absolutely critical that current representatives continue to remain involved; their expertise in the development of RDA is essential for its continued success. Whilst there will be elements of structural and supporting infrastructure change ahead, current representatives will be a part of this development. Their active involvement will be vital in working with the new Board and Steering Committee to identify how they will be represented in the future.
The Committee of Principals will share a detailed transition plan with stakeholders prior to IFLA's World Library and Information Congress in 2015. The plan will identify how the Committee and Joint Steering Committee will engage communities and the key steps which that will be taken to incrementally evolve towards the new structure.
Myung-Ja (MJ) Han Receives Esther J. Piercy Award
The Association for Library Collections & Technical Services (ALCTS) has named Myung-Ja (MJ) Han, metadata librarian and associate professor of library administration at University of Illinois at Urbana-Champaign, as the recipient of the 2015 Esther J. Piercy Award.
Through her scholarship, her presentations, and her mentorship of a new generation of librarians, Han shares her profound expertise with our community. She exhibits all the qualities represented by the Esther J. Piercy Award. The Esther J. Piercy Award was established by ALCTS in 1968 in memory of Esther J. Piercy, editor of the Journal of Cataloging and Classification from 1950 to 1956 and of Library Resources & Technical Services from 1957 to 1967. The Piercy Award recognizes the contributions to those areas of librarianship included in library collections and technical services by a librarian with no more than 10 years of professional experience who has shown outstanding promise for continuing contribution and leadership.
Rebecca Culbertson Receives Ulrich's Serials Librarianship Award
Rebecca Culbertson, electronic resources cataloging librarian at the University of California San Diego, was named one of two recipients of the 2015 Ulrich's Serials Librarianship Award. Presented by the Continuing Resources Section (CRS) of ALCTS, this award is given for distinguished contributions to serial librarianship.
Culbertson is known as a champion for cataloging education. She has mentored a generation of catalogers and worked to develop and promote clear standards for the cataloging and communication of serials information. She has been an active contributor to the Cooperative Online Serials program (CONSER) and PCC task groups and has chaired the PCC Standing Committee on Standards since 2009. Through her work with the PCC, Culbertson has contributed to the development of such widely used standards as the PCC BIBCO Standard, PCC CONSER Standard, PCC Provider-Neutral Standard, LC-PCC Policy Statements, and PCC Vendor Records Guidelines. Culbertson played a key role in updating these and other standards to accommodate the new cataloging code, RDA. She also joined in the efforts to have these standards documented in the RDA Toolkit, the primary tool used internationally by communities that have implemented RDA. In addition, Culbertson has helped promote the effective presentation of journals though accepted standards such as Knowledge Bases and Related Tools (KBART) and recommended practices for the Presentation and Identification of E-Journals (PIE-J).
2015 ALA ALCTS Presidential Citations
The ALCTS Presidential Citations honor ALCTS members who have made significant and lasting contributions to the association and the profession. The 2015 recipients are:
Eden, Bradford Lee, ed. Leading the 21st-Century Academic Library: Successful Strategies for Envisioning and Realizing Preferred Futures. Lanham, MD: Rowman & Littlefield, 2015. ISBN 978-1-4422-4817-5. $45.00
Hart, Amy. RDA Made Simple: A Practical Guide to the New Cataloging Rules. Santa Barbara, CA: Libraries Unlimited, 2014. ISBN 978-1-61069-485-8. $45.00
Higgins, Colin. Cataloging and Managing Film and Video Collections: A Guide to Using RDA and MARC21. Chicago: ALA Editions. ISBN 978-0-8389-1299-7. $85.00
Hooland, Seth van, and Ruben Verborgh. Linked Data for Libraries, Archives and Museums: How to Clean, Link and Publish Your Metadata. Chicago: ALA Editions, 2014. ISBN 978-0-8389-1251-5. $88.00
Sicilia, Miguel-Angel, ed. Handbook of Metadata, Semantics and Ontologies. Singapore: World Scientific, 2014. ISBN 978-981-283-629-8. $188.00
Welsh, Anne. Cataloguing and Decision-making in a Hybrid Environment: The Transition from AACR2 to RDA. London: Facet Publishing, 2014. ISBN 978-1-85604-955-9. $95.00
Willer, Mirna, and Gordon Dunsire. Bibliographic Information Organization in the Semantic Web. Oxford: Chandos Publishing, 2013. IBSN 978-1-84334-731-6. $80.00
Brenndorfer, Thomas. RDA Essentials. Chicago: ALA Digital Reference, 2015. ISBN 978-0-8389-1328-4. $75.00 (Fall 2015)
Broughton, Vanda. Essential Classification. 2nd ed. London: Facet Publishing, 2015. ISBN 13: 978-1-78330-031-0. $95.00 (Summer 2015)
Foster, Allen, and Pauline Rafferty. 2014. Managing Digital Cultural Objects: Analysis, Discovery and Retrieval. London: Facet Publishing, 2015. ISBN 978-0-8389-1343-7. $95.00 (December 2015)