Slides from the July 12, 2011 presentation by Troy Linker, Publisher of ALA Digital Reference

1. RDA Checkpoint -- Where We Are and Where We're Heading Presented byTroy LinkerPublisher, ALA Digital Reference American Library Association

2. Poll Questions During the webinar you will have the chance to participate in several poll questions. You should see a poll question appear on the right near the chat box. The poll will be active for five minutes. The presentation will move on, but you will have access to the live results as they come in.

3. Poll Question #1 How many people are watching the webinar at your location?

4. Session Agenda U.S. RDA Test Announcement Virtual User Group Recent RDA Toolkit Enhancements Getting Access to RDA Toolkit Questions

5. U. S. RDA Test Announcement Reports Overall recommendations Specific recommendations to ALA Publishing regarding RDA Toolkit

6. U.S. RDA Test Reports Statement from the Executives of the Three National Libraries -- released June 13, 2011 Executive Summary of the Report and Recommendations of Committee -- released June 13, 2011 Full report -- released June 20, 2011 http://www.loc.gov/bibliographic-future/rda/

8. Overall Recommendations Test Committee made nine recommendations to the following groups: LC / NAL / NLM Joint Steering Committee for Development of RDA (JSC) ALA Publishing (Co-Publishers) Cataloging Community (including PCC) Vendor Community

9. Overall Recommendations 1. Rewrite the RDA instructions in clear, unambiguous, plain English. Work with JSC to prioritize which chapters should be addressed and completed first. Prioritization should be based on comments gleaned during the U.S. RDA Test as identified by the U.S. RDA Test Coordinating Committee.

10. Overall Recommendations Identify and engage, in collaboration with JSC and the Committee of Principals, a writer to undertake rewrites. Rewrite chapters identified as priorities. Confirm readability of initial chapter rewrites. Timeframe for completion: within 18 months.

11. Overall Recommendations Define process for updating RDA in the online environment. Timeframe for completion: within three months.

12. Overall Recommendations 3. Improve functionality of the RDA Toolkit. Forward to ALA Publishing enhancements needed as gleaned during the U.S. RDA Test and work with ALA Publishing on a timeline for changes.

13. Overall Recommendations Working with ALA Publishing, identify a process for ongoing usability testing of RDA Toolkit enhancements. Timeframe for completion: within three months.

14. Overall Recommendations Develop full RDA record examples in MARC and other encoding schemas. Work with ALA Publishing to integrate examples into the RDA Toolkit. Include examples for special communities (e.g., serials, rare books, music). Timeframe for completion: within six months.

15. Overall Recommendations 5. Announce completion of the Registered RDA Element Sets and Vocabularies. Ensure the registry is well described and in synchronization with RDA rules. Timeframe for completion: within six months.

16. Overall Recommendations 6. Demonstrate credible progress towards a replacement for MARC. Announce planning statement. (Done; see Appendix M.) Identify the stakeholders, key players and experts needed.

17. Overall Recommendations Identify tasks and timeline for development. Ensure development is underway. Timeframe for completion: within 18‐24 months.

18. Overall Recommendations 7. Ensure and facilitate community involvement. Prioritize needed updates to practices, decisions, and documentation. Prioritize and submit changes to JSC for RDA content.

19. Overall Recommendations Determine community involvement in the process, e.g., the role of Program for Cooperative Cataloging (PCC), OCLC, special interest communities, etc. Determine best method(s) to share decisions with community. Timeframe for completion: within 12 months.

20. Overall Recommendations 8. Lead and coordinate RDA training. Prioritize training focus and schedule led by LC. Engage PCC, Association for Library Collections and Technical Services (ALCTS), and other bodies. Timeframe for completion: within 18 months.

21. Overall Recommendations 9. Solicit demonstrations of prototype input and discovery systems that use the RDA element set (including relationships). Identify groups/organizations/vendors that could provide models. Determine availability of funding to support prototype efforts. Engage and produce initial prototypes.

22. Overall Recommendations Utilize demonstrations in education and training efforts about the library community’s new metadata infrastructure. Timeframe for completion: within 18 months.

23. Recommendations to ALA Publishing Full report details four recommendations to ALA Publishing regarding RDA Toolkit.

24. Recommendations to ALA Publishing Enhance and further develop the functionality of RDA Toolkit. Workflows Search Performance

25. Workflows Develop an interactive wizard to assist with the creation of workflows. Allow for users/institutions to suppress certain workflows even if made public by the creators (e.g., only show PCC workflows). Allow for workflows and other tools to be open simultaneously through the use of separate windows.

26. Workflows Develop an interactive wizard to assist with the creation of workflows. Allow for users/institutions to suppress certain workflows even if made public by the creators (e.g., only show PCC workflows). Allow for workflows and other tools to be open simultaneously through the use of separate windows.

28. Workflows Develop an interactive wizard to assist with the creation of workflows. Allow for users/institutions to suppress certain workflows even if made public by the creators (e.g., only show PCC workflows). Allow for workflows and other tools to be open simultaneously through the use of separate windows.

35. Search Allow for use of wildcards in searching. Allow for searching of resources in the Tools section. Arrange the search results by RDA number.

38. Search Allow for use of wildcards in searching. Allow for searching of resources in the Tools section. Arrange the search results by RDA number.

43. Search Allow for use of wildcards in searching. Allow for searching of resources in the Tools section. Arrange the search results by RDA number.

48. Search Normalize search terms and results. Resolve the problem that the existing search labeled as “Core” retrieves instructions beyond “Core” and “Core Plus” elements.

57. Search Normalize search terms and results. Resolve the problem that the existing search labeled as “Core” retrieves instructions beyond “Core” and “Core Plus” elements.

58. RDA Toolkit Performance Further improve the table of contents features. Refine/enhance the local annotations and bookmark features to allow for updating and sharing. Increase the time allowed before the system times out; leave users on their current page after timing out rather than returning to the introductory screen.

61. RDA Toolkit Performance Further improve the table of contents features. Refine/enhance the local annotations and bookmark features to allow for updating and sharing. Increase the time allowed before the system times out; leave users on their current page after timing out rather than returning to the introductory screen.

62. RDA Toolkit Performance Further improve the table of contents features. Refine/enhance the local annotations and bookmark features to allow for updating and sharing. Increase the time allowed before the system times out; leave users on their current page after timing out rather than returning to the introductory screen.

64. RDA Toolkit Performance Improve response time possibly by not loading entire chapters each time a link is selected. Resolve connectivity issues related to institutional firewalls and network security.

65. Loading Full Chapters Loading entire chapter was requested by users during focus groups; they wanted more context in an online environment. Users didn’t like the way AACR2 displayed in small sections 1.1, 1.2, 1.3, etc. Unfortunately the size and complexity of many of the full chapters caused slow loading speeds.

66. Paging Chapters We are testing a solution that breaks each chapter into chapter pages, at the X.X level but not every X.X level. Each chapter will be broken into manageable sections based on the size of the particular chapter page. For example Chapter 1 is broken into two pages 1.1 – 1.6 on page one and 1.7 – 1.11 on page two.

67. RDA Toolkit Performance Improve response time possibly by not loading entire chapters each time a link is selected. Resolve connectivity issues related to institutional firewalls and network security.

68. Recommendations to ALA Publishing 2. Work with JSC to add additional features to RDA Toolkit.

69. Additional Content & Features Develop a single search for only “Core” and “Core if” elements. Integrate full examples into RDA Toolkit, including examples for special communities (e.g., serials, rare books, music resources). Provide mapping of RDA elements to other metadata schemes, e.g., MODS, MADS, METS, Dublin Core.

70. Additional Content & Features Develop a single search for only “Core” and “Core if” elements. Integrate full examples into RDA Toolkit, including examples for special communities (e.g., serials, rare books, music resources). Provide mapping of RDA elements to other metadata schemes, e.g., MODS, MADS, METS, Dublin Core.

71. Additional Content & Features Develop a single search for only “Core” and “Core if” elements. Integrate full examples into RDA Toolkit, including examples for special communities (e.g., serials, rare books, music resources). Provide mapping of RDA elements to other metadata schemes, e.g., MODS, MADS, METS, Dublin Core.

72. Recommendations to ALA Publishing Develop mechanism for updating the text of RDA in a timely manner including notification to users as to which chapters/rules have been updated. Include a mechanism for updating the print version.

73. Recommendations to ALA Publishing 4. Publicize and continue to develop free training on various aspects of RDA Toolkit that were underutilized during the test including RDA: Element Set View and show/hide examples.

74. Session Agenda U.S. RDA Test Announcement Virtual User Group Recent RDA Toolkit Enhancements Getting Access to RDA Toolkit Questions

75. Virtual User Group The U.S. Test process has been invaluable to us. We did beta testing and other testing, but it wasn’t until users actually tried to use RDA Toolkit in their everyday work that some really useful comments emerged.

76. Virtual User Group Certainly the U.S. community is very important to us, but the U.S. community is not the only user community of RDA Toolkit. We need a virtual forum to get feedback that helps us set our priorities, to communicate our development plans out to RDA Toolkit users, and to demo recent changes.

77. Virtual User Group Format – webinar format but with smaller groups and more bidirectional communication. Audience – National Libraries and power users in many countries. Open meeting, everyone is invited. Agenda – demo recent release(s), describe plans for next release(s), and brainstorm ideas for future releases.

78. Virtual User Group Frequency – to be determined; please answer the post-webinar poll question about frequency. Time zone – offered in rotating time zones so users outside the U.S. also have a chance to participate live (considering three rotating times zones: 9:30 AM CST, 3:30 PM CST, and 8:00 PM CST)

79. Poll Question #2 To the best of your knowledge, what is your institution’s plan for RDA implementation?

80. Session Agenda U.S. RDA Test Announcement Virtual User Group Recent RDA Toolkit Enhancements Getting Access to RDA Toolkit Questions

81. Recent RDA Toolkit Enhancements Index Table of Contents MARC Linking Service RDA Instruction Linking RDA Toolkit Blog

82. RDA Index Book-style index added to RDA Toolkit Included in search to supplement full-text search by including additional terms not in RDA Printable PDF for offline use Free to everyone

85. Recent RDA Toolkit Enhancements Index Table of Contents MARC Linking Service RDA Instruction Linking RDA Toolkit Blog

86. Table of Contents Book-style RDA TOC added to RDA Toolkit Each entry is hyperlinked to RDA Printable PDF for offline use Not included in search Free to everyone

88. Recent RDA Toolkit Enhancements Index Table of Contents MARC Linking Service RDA Instruction Linking RDA Toolkit Blog

89. MARC Linking Service Create links based on specific MARC information to the relevant instruction(s) in RDA: Element Set. Links are based on MARC-to-RDA Mappings of RDA Toolkit. Link URLs contain only MARC information so they will not need updating if MARC Mappings change in RDA Toolkit.

90. MARC Variables Users can link to relevant instruction(s) in RDA: Element Set based on: Record Type – either Authority or a Bibliographic record MARC Field - (e.g., “100”) Indicator - (e.g., “1st” or “2nd”) Subfield – (e.g., $c)

91. MARC Based URL The syntax to create a link to the relevant RDA instructions for MARCBibliographic1001# $C http://access.rdatoolkit.org/?encode=marc&rec=Bib&tag=100&indpos=1st&ind=1&subfld=c

93. Recent RDA Toolkit Enhancements Index Table of Contents MARC Linking Service RDA Instruction Linking RDA Toolkit Blog

94. Direct Links to RDA Instructions In addition to the MARC links there may be times when users want to simply link to an RDA instruction. To create these links use the following syntax:

95. Direct Links to RDA Instructions Begin with the root URL of http://access.rdatoolkit.org/ Add the RDA number e.g., for RDA 3.1.4, add the 3.1.4 to the root URL http://access.rdatoolkit.org/3.1.4 Finally, add “.html” to the end http://access.rdatoolkit.org/3.1.4.html

97. Recent RDA Toolkit Enhancements Index Table of Contents MARC Linking Service RDA Instruction Linking RDA Toolkit Blog

99. Session Agenda U.S. RDA Test Announcement Virtual User Group Recent RDA Toolkit Enhancements Getting Access to RDA Toolkit Questions

100. Getting Access to RDA Toolkit 30-day Free Trial Post-Event Access Double-User offer extended Subscribe or renew online

101. 30-day Free Trial Solo or Institutional trials Full access to RDA Toolkit to evaluate and try out the software (printing is disabled) Open to anyone who has not already had a free trial. June 2010’s open access and post-event access are not considered a free trial Sign up online at www.rdatoolkit.org/trial

102. Post-Event Access Provides free 30-day solo-user access to anyone attending an RDA training event RDA training instructors apply for access and give attendees a PDF (supplied to them by ALA Publishing) containing a special offer code and information on activating the offer. www.rdatoolkit.org/posteventaccess

103. Double-User Offer Extended All new and renewing institutional subscribers (does not apply to solo–user subscriptions) before August 31, 2012 will receive double the requested users at no additional charge.

107. Poll Question #3 Has anyone watching the webinar at your location accessed RDA Toolkit through one or more of the following methods? (Check all that apply.)

108. Session Agenda U.S. RDA Test Announcement Virtual User Group Recent RDA Toolkit Enhancements Getting Access to RDA Toolkit Questions

109. Questions? With the time left during this live event, we will answer as many questions as possible.

110. Thank You! After the webinar ends, you will be redirected to a post-webinar survey. We appreciate any feedback you can give us. For more information please visit www.rdatoolkit.org .