RDA implementation in Canada
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Presented by Susan Andrews at the Canadian Library Association Conference May 28 - 31. Part of the "Cataloguing Non-Print Materials in RDA" section
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RDA implementation in Canada
- 1. 6/4/2014 1 RDA implementation in Canada Trina Grover, Ryerson University Library Sue Andrews, University of British Columbia Library Pat Riva, Bibliothèque et Archives nationales du Québec Emma Cross, Carleton University Library Canadian Library Association Conference 2014 Thursday May 29, 2014 Acknowledgements Thanks to: • copyright holders of RDA Toolkit for permission to use the RDA logo for educational purposes. • The Data Centre, Carleton University Library for assistance with survey data and statistical analysis. • Rebecca Bartlett, GIS Librarian, Carleton University Library for assistance with data visualization. 2
- 2. 6/4/2014 2 Outline Four sections: 1. The Pan‐Canadian Working Group on Cataloguing with RDA 2. Experiences of trainers and trainees in English Canada 3. RDA training and implementation in French Canada 4. RDA survey results: analysis and conclusions 3 Pan‐Canadian Working Group on Cataloguing with RDA 4
- 3. 6/4/2014 3 It’s 2009 ... here comes RDA • Canadian librarians have contributed significantly to the development of this international standard via the IFLA FRBR Review Group, CCC, CCM • No one has an obvious mandate to provide training for Canadian library staff • The text of content standard, training materials and supporting documentation must be available in both French and English before LAC can implement • There are thousands of libraries in the 5000+ kms between Victoria and St. John’s 5 https://www.flickr.com/photos/clogsilk/174489593/ Creative Commons taster beers" by clogsilkl is licensed under CC BY 2.0
- 4. 6/4/2014 4 RDA Training Needs Assessment Working Group an online survey to determine Canadians’ highest priorities for RDA training and gather information about their experiences with different training methods “Canadian training plan needs to promote knowledge of RDA and ensure that information reaches all parts of the library community” – C. Oliver (2010) 7 Grand ideas https://www.flickr.com/photos/sdasmarchive s/9971203995/ San Diego Air & Space Museum Archives 8 Create set of modules with "chunks" of content for a comprehensive orientation to RDA Recruit cataloguers to deliver workshops, and maintain updated content in the modules Partner with associations and institutions to run workshops across the country
- 7. 6/4/2014 7 Experiences of Trainers and Trainees in English Canada • Pan‐Canadian modules • Content of training • Facilities and Local challenges • Phasing in RDA • RDA in context 13 Sources of perspective 14 • Giving workshops • Taking workshops • Survey comments Opportunities and challenges
- 8. 6/4/2014 8 Pan Canadian modules 15 • Canadian content • Chunks of 1 to 2 hours • Can be re‐ordered (or omitted) • Have exercises (never enough) • Some can be self study • Needed lots of updating as RDA changed with the months and weeks (2012‐2013) – Try not to schedule a workshop in April! Pan Canadian modules • Peer‐to‐peer advice: – Emails to/from trainers – Question and answer forum – Cohort of trainers and trainees 16
- 9. 6/4/2014 9 Content to be taught • RDA ! – Rules, Structure, Navigation • Need for FRBR • Vocabulary switch – Not always one‐to‐one correspondence • Need for explanations with and without MARC • Need for thinking in “principles” • Need for real life examples – Resources to describe, records to use as models 17 Facilities • Classrooms – One machine per person • Connectivity – IP range access to Toolkit vs. Signon – Firewalls, wireless/wired • Projectors, microphones • A place for breaks 18
- 10. 6/4/2014 10 Local challenges • Proximity to training • Cost of training or even Toolkit • Support from administrators • Membership in consortium • ILS limitations – store/display/control data • Staff skill limitations • Who needs to be taught? (PS, Admin, etc) • TIME! 19 Phasing it in … • Copy cataloguing – Accepting : learning from what you see – Error recognition • Original cataloguing – Books • Current publications vs. old/rare – Non‐book • Special groups for Music and Videos and Carto • Headings vs. bibliographic descriptions • Retrospective additions/changes to existing pre‐ RDA records 20
- 11. 6/4/2014 11 Putting it all in context • Best practices – LC‐PCC, British Library, others – Toolkit resources: workflows from others • RDA implementation scenarios Linked data • Bib framework • Future: what will it really look like? 21 RDA in French Canada 22
- 12. 6/4/2014 12 RDA in French Canada • Prerequisite for implementation: translate RDA into French! • We did it! On time (almost) • Published in RDA Toolkit May 14, 2013 • In print, June 2013 23 RDA training in French Canada • Issued from the RDA translation work • Delivered in partnership between • L’Association pour l’avancement des science et des techniques de la documentation (ASTED) • Bibliothèque et Archives nationales du Québec (BAnQ) Benefitted from Pan‐Canadian group 24
- 13. 6/4/2014 13 RDA training in French Canada fall 2012 • Half‐day "Preparation for RDA" workshop • For managers, systems, those responsible for making the transition happen • Covered: Background on RDA, FRBR/FRAD, MARC 21 updates, systems issues, planning • 3 sessions (Montréal and Québec City) 25 RDA training in French Canada • Full‐day or two‐day workshops • Transition, from AACR2 to RDA • Based on materials from LC and Pan‐Canadian • With quizzes, exercises, Toolkit demo • Translated and adapted by BAnQ and LAC members of the translation teams • Delivered by 4 BAnQ librarians (from translation team) teaching in pairs 26
- 14. 6/4/2014 14 RDA training in French Canada spring 2013 • Initial blitz: 17 workshops, 6 cities, 3 months (March 15‐June 18) • Almost 400 attendees • In‐house staff training at BAnQ • extended version in 6 half‐day sessions (March 19‐April 4) one‐day version (April 11) • 50 staff attended • April 4, 2013: Day 1 for RDA! 27 RDA training in French Canada fall 2013‐spring 2014 • Demand for training continued • 10 more workshops (1 upcoming) • In 3 more cities, as well as Montreal • Total attendees: over 600 28
- 16. 6/4/2014 16 The RDA training experience in French Canada • Centralized, thus consistent content • Authoritative, used translation files • Achievement! Implemented RDA at the same time as other North American libraries • Exhausting 31 Lessons learned from our RDA training experience Adaptability, no training room is perfect Variety in delivery methods helps Seek greater simplicity for organizers (handouts, exercises, solutions) Working together as a team Prepare and have contingency plans 32
- 17. 6/4/2014 17 Future challenges in French Canada • Going beyond the basics • Authority fields • Non‐book materials • Meeting post‐training support needs • In‐house • Training participants • Community role and involvement? 33 RDA survey of English Canada: analysis and conclusions • Training • Implementation rates • Challenges reported by libraries • Implementation tips and ideas 34
- 19. 6/4/2014 19 Use of RDA The most frequent use of RDA by libraries: – 26% monographs – 17.8% sound recordings – 16.4% serials – 37% for copy cataloguing not original – 19.2% creating hybrid records – 2.7% only content, media and carrier 37 38 RDA adoption by region: full adoption 0% 16.6% 5.3% 6.7%
- 21. 6/4/2014 21 41 12.5% 0% 4.8% 10% 0% University College Public Government Special Full RDA adoption is low across all sectors but highest in university and government 42 70.8% 50% 57.1% 30% 50% University College Public Government Special Partial RDA adoption is highest in university and public libraries
- 22. 6/4/2014 22 43 16.7% 50% 38.1% 60% 50% University College Public Government Special Non adoption of RDA is highest in government, college and special libraries. 44 Challenges implementing RDA
- 27. 6/4/2014 27 53 Implementation tips & ideas #1 RDA training was provided • Took advantage of wide variety of training options • Some provision for special formats • Training for non‐cataloguers #2 Team or committee to share workload for RDA training and implementation 54
- 28. 6/4/2014 28 Implementation tips & ideas #3 On‐going communication and support • RDA lunch“n”learn or “RDA Tuesday” #4 Consortiums: active RDA working group • help with implementation • develop policy across member libraries. 55 Implementation tips & ideas #5 Successful communication with ILS vendor • RDA fields display in public catalogue • Plan and date for next update to ILS #6 RDA champion • Someone who was excited about RDA • Understood the purpose and potential 56
- 29. 6/4/2014 29 57 Conclusions Conclusions #1 Difference in French language and English language cataloguing communities • Central source vs. group of peers #2 Rate of non adoption in the North • 88.9% of libraries in NWT, NVT and YK not adopted RDA #3 Increased importance of consortiums in cataloguing policy decisions 58
- 30. 6/4/2014 30 Conclusions #4 Partial adoption? • 54.8% of libraries have opted for a partial adoption of RDA • But what exactly does this mean? #5 Further development of training materials • Preference for in‐person training: demand outstrips supply → Need to develop more online learning options • Non book formats • Briefer training materials • Implementation guidelines 59 Conclusions #6 ILS vendors • Is it time to focus attention on the business relationship libraries have with the ILS vendor community? #7 It ‘aint over yet! • 35.6% of libraries have not adopted RDA • Focus on helping libraries who are struggling 60