The PCC Standing Committee on Training (SCT) RDA Training Materials Task Group was convened in January 2012 under the chairmanship of Larisa Walsh, University of Chicago. The task group was charged to collect existing RDA training materials to be used for PCC training. With the permission of the creators, the collected materials were reviewed for accuracy and compliance with PCC policies, thereby designating a set of "PCC Approved" RDA training documentation.
This page contains all of the collected materials, organized in six broad categories identified by the task group.
The task group completed its charge admirably, and with impressive results. There is a wealth of valuable RDA training materials collected on this page, in six broad categories:
- GENERAL DOCUMENTATION
- THEORETICAL FOUNDATIONS (Including FRBR and FRAD)
- INTRODUCTION TO RDA TOOLKIT
- RDA FOR GENERAL CATALOGING
- RDA FOR SPECIAL FORMATS
- RDA AND AUTHORITY RECORDS
The materials have been reviewed for accuracy and compliance to PCC policies. Due to the constantly changing environment during the PCC RDA transition, some of the materials may reflect PCC policies that were in place at the time the materials were created, but that may have changed since that time. Please note the date of creation that has been included with each of the resources below.
The posted RDA training documentation is considered "PCC-Approved," but is not required PCC training documentation.
RDA: GENERAL DOCUMENTATION
This section includes reference materials in Word or PDF format for use by catalogers during and after training in RDA. Documents may need to be adapted to conform to individual library policies.
- RDA Bibliographic Record Checklist (Word, 103 KB) (July 2011)
LC’s detailed checklist developed to assist catalogers in creating a catalog record using RDA, from decisions needed to identifying relationships, with references to rule numbers. Includes indications of where libraries may want to make additional local decisions. Best for those with some exposure to RDA and its structure looking for a concise source on creating bibliographic records.
- Core Elements for LC (PDF, 202 KB) (July 2011)
Table listing all the elements in an LC RDA record, including those identified as “Core” and “Core if” in RDA, as well as additional elements LC considers core. Includes RDA rule numbers, FRBR level, LC decisions and MARC tag. Best for those with some exposure to RDA looking for LC policy decisions on core vs. non-core.
- Where is it in RDA? (Word, 172 KB) (August 2011)
Table translating AACR2 terminology and concepts into RDA terminology and concepts, with RDA chapter references for each. Good for those just starting out with RDA who want to understand how RDA relates to what they know.
- RDA Alternatives and Options: LC's Policy Decisions (Word, 188 KB) (March 2012)
Table indicating LC decisions on RDA options, organized by rule number, with optional omissions and additions. Best for those with some exposure to RDA wanting to know LC decisions regarding some RDA options.
- R-5: MARC 21 encoding to accommodate RDA elements: LC practice for November 2011+ (Word, 130 KB) (November 2011)
One of the supplementary documents for LC’s RDA refresher training in October 2011. Very detailed table listing MARC fields, the related FRBR attribute and LC’s practice regarding the attribute. Found on LC’s RDA Refresher Training page, which includes links to training modules listed elsewhere in this document. Best for those with considerable exposure to RDA looking for MARC to RDA correlations and LC’s decisions.
- LC exercises and answers, available at RDA Refresher Training at LC (October 2011)
The RDA Refresher Training page includes links to various training modules (listed elsewhere in this document). The training includes practical exercises, showing both LC practice and what would be OK on copy or as judgment, listed at the bottom. The answers are available both as Word documents and PPT slides. Good for various levels, providing opportunities for discussion.
RDA: THEORETICAL FOUNDATIONS (Including FRBR and FRAD)
These materials provide catalogers background information and training on FRBR, with introductions to FRAD and FRSAD. The resources include PowerPoint presentations and links to freely available webinars. In addition to this list, some resources are available separately on the Catalogers Learning Workshop (CLW).
- FRBR Overview and Application: Understanding Conceptual Relationships (PPT, 1.36 MB) (rev. Jan. 2012)
This PPT presentation, with notes and quick quizzes, is module 1 of the series: Library of Congress Training for RDA, available through the Cataloger's Learning Workshop (CLW) RDA Training Materials page. Good for anyone interested in gaining a better understanding of FRBR and the differences between works, expressions, manifestations and items.
- FRBR Terminology Quiz (September 2011)
This online quiz, part of Module 1 of LC’s Training for RDA, uses Adobe “Captivate” and requires Adobe Flash Player. Prior to taking the quiz, catalogers should view the FRBR Overview and Application module (described above). The quiz is available through the CLW RDA Training Materials page. Good for anyone interested in testing their understanding of FRBR.
- FRBR - presented by Barbara Tillett (PPT, 5.1 MB) (July 2009)
Well-known PPT presentation by Barbara Tillett, at a preconference for ALA Annual, 2009, describing the FRBR entities (work, expression, manifestation, item). Good introduction for anyone interested in learning more about FRBR.
- FRBR as a Foundation for RDA
- presented by Robert Maxwell (December 2010)
Free ALCTS webinar covering the basics of FRBR, including its development and contents. Provides an understanding of the entity-relationship model at the base of FRBR, the FRBR entities and relationships, and the FRBR user tasks. Good for anyone seeking to understand the theoretical foundations of RDA.
- The FRBR-RDA Puzzle: Putting the Pieces Together - presented by Thomas Brenndorfer (PPT, 1.77 MB) (2011)
Very visual and clear PPT presentation with speaker notes and exercises. Includes information on the history of FRBR and the organization of RDA. The section “RDA in 10 easy steps” focuses on user tasks, FRBR entities and relationships. Requires Office 2007 or later. Good for anyone interested in a general overview of FRBR and RDA.
Answers to exercises (PPT, 127 KB)
- IFLA's Conceptual Models and RDA - presented by Pat Riva (PPT, 0.98 MB) (June 2010)
PPT presentation for the Canadian Library Association Technical Services Interest Group describing the conceptual models of FRBR and their relationships to RDA. Includes slides only, no notes. Good for anyone interested in learning more about FRBR.
- FRBR Meets RDA - presented by Jean M. Pajerek (PPT, 4.93 MB) (2011)
PPT presentation for Cornell University library describing the relationships between RDA and FRBR. Includes examples and quiz at the end. Requires Office 2007 or later. Good for anyone interested in learning more about how FRBR relates to RDA.
- presented by Robert MaxwellINTRODUCTION TO RDA TOOLKIT
Webinars and other training on using the RDA Toolkit.
- AACR2 to RDA: Using the RDA Toolkit - presented by Troy Linker (February 2011)
Free ALCTS webinar recording (51:26 minutes) on how to use the RDA Toolkit. Basic and clear, the webinar includes information on vocabulary and structure of RDA as well as orientation to the toolkit, with a short Q&A section at the end of the session. Requires the most recent version of Adobe Flash Player, with javascript enabled. Good for anyone looking for an introduction to the RDA Toolkit.
- Using the RDA Toolkit (rev. 2012)
PDF course developed by LC on navigating, searching and personalizing the Toolkit, as well as use user-contributed content, and locate help and other resources. Catalogers should expect to take approximately 3 hours to complete the entire course and have a subscription to the Toolkit. Good for those looking for printable introduction and training on using the RDA Toolkit.
- RDA toolkit essentials - presented by James Hennelly (Ongoing)
A free webinar, RDA Toolkit Essentials serves as an introduction and guide to using RDA Toolkit. The webinar occurs every other month (typically on the third Wednesday), with each session focusing on the essentials of using RDA Toolkit. The webinar reviews subscription options, logging in, navigating, creating Workflows, and setting bookmarks, as well as answering questions. The site includes recordings and slides from past webinars, as well as providing information on the next session. Good for anyone getting started with the Toolkit.
RDA FOR GENERAL CATALOGING
Presentations and webinars on cataloging using RDA, regardless of format.
- RDA Refresher Training at LC (October 2011)
PPT presentations, with speaker notes, exercises and answers, providing an overview of RDA, with reminders for LC cataloging staff who already had RDA training in 2010. Also covers LC’s changes in core elements and in policy decisions informed by the US RDA Test. Site also includes a number of supplementary documents, some of which are listed separately in this document. Best for those with some familiarity with RDA.
- RDA Refresher Training at LC: Special Topics (December 2011)
Follow-up PPT sessions, with notes and examples, on a variety of special topics presented at the Library of Congress for those LC catalogers who had returned to cataloging with RDA in November 2011. Best for those with some familiarity with RDA.
- RDA Training - presented by Christee Pascale and Jacquie Samples (September 2010)
Presentations given during 3 days of training at North Carolina State University, primarily about the bibliographic record, with some information on authority records as a resource (NCSU is not a NACO library). Requires Office 2007 or newer. Good for those looking for a general introduction to RDA.
Day 1 (PPT, 340 KB)
Day 2 (PPT, 589 KB)
Day 3 (PPT, 289 KB)
- RDA Ask-the-Experts Webinar (February 2011)
Free ALCTS webinar with RDA testers and experts, intended to answer participants’ questions about RDA. Good for anyone interested in learning more about RDA.
- RDA: Benefits for Users and Cataloguers - presented by Chris Oliver (November 2010)
Free ALCTS webinar exploring the benefits of RDA, starting with how it evolved from AACR2 and discussing how the new direction is advantageous for both users and cataloguers. Good for anyone interested in learning more about RDA.
- Introduction to RDA - presented by Robert Ellett (September 2010)
Free ALCTS webinar highlighting the critical differences between the current cataloging rules (AACR2) and RDA. The session is designed as a primer for both front-line catalogers and library administrators in all types of libraries who need to learn how bibliographic and authority records will change when RDA is implemented, with an introduction to record changes for both original catalogers and copy catalogers. Good for anyone looking for an introduction to RDA.
- Preparing Copy Catalogers for RDA - presented by Irina Kandarasheva and Mark Wilson (April 2011)
Free ALCTS webinar presenting the issue of training copy cataloging and acquisitions staff in the fundamentals of RDA. The session familiarizes technical services managers with the differences between AACR2 and RDA and facilitates teaching the basics of RDA to their staff, including providing guidance in navigating the shared cataloging environments. Best for technical services managers who need to train copy staff in using/identifying RDA records.
- LC RDA for Georgia Cataloging Summit (August 2011)
PPT presentations including speaker notes, exercises and answers, designed for catalogers, particularly those who have primary responsibility for cataloging and cataloging training. Similar to the LC Refresher training, but with clearer language. Good for those looking for authoritative training for non-LC libraries.
- RDA: a Quick Introduction - presented by Chris Oliver (PPT, 1.71 MB) (June 2011)
Thorough, well-organized and clear PPT introducing RDA, with an emphasis on its theory, organization and structure. Describes the conceptual models of FRBR and their relationships to RDA, as well as the categorization of content and carrier. Also includes points of comparison between AACR2 and RDA. Requires Office 2007 or later. Good for those with a basic understanding of RDA who want further information.
- In Depth: Difference Between RDA and AACR2 - presented by Robert L. Maxwell (PDF, 3.13 MB) (2010)
PDF of a presentation outlining the differences between RDA and AACR2 in descriptive cataloging and creation of access points, using one-to-one comparison. Includes rule citations and examples, with a few notes. Good for anyone interested in understanding the differences between AACR2 and RDA.
- Changes from AACR2 to RDA: A Comparison of Examples - presented by Adam Schiff (April 2012)
PDF of a presentation documenting the differences between AACR2 and RDA. In two parts covering description and access. Good for anyone interested in learning more about the differences between AACR2 and RDA.
Part 1: Description
(PDF, 10.10 MB)Part 2: Access points
(PDF, 11.16 MB)
RDA FOR SPECIAL FORMATS
Presentations and webinars covering cataloging of specific formats and types of materials using RDA.
- Serials and RDA: An Ongoing Relationship - presented by Judith A. Kuhagen (June 2011)
Set of PPT presentation files with notes and reference handouts in Word. Entire presentation consists of 9 modules covering various aspects of RDA as it applies to cataloging serials, with a quiz and several handouts. (The quiz and handouts are similar to those with the same title, found in the section on General Documentation.) Good for catalogers wanting to learn more about how to apply RDA to serials.
Module 1: Background and Structure of RDA (PPT, 1.0 KB)
Module 2: Identifying Manifestations (PPT, 654 KB)
Module 3: Identifying Works and Expressions (PPT, 460 KB)
Module 4: Persons, Families and Corporate Bodies (PPT, 301 KB)
Module 5: Relationships (PPT, 1.0 KB)
Module 6: Preparing for RDA (PPT, 1.33 MB)
Module 7: RDA Toolkit Features (PPT, 1.53 MB)
Module 8: Changes to RDA (PPT, 201 KB)
Module 9: “Top Twelve” (PPT, 176 KB)
LC Core Elements (Word, 225 KB)
Where is it in RDA? (Word, 87 KB)
FRBR Quiz (PPT, 308 KB KB)
Webliography (Word, 50 KB)
- RDA and Cartographic Materials: Mapping a New Route - presented by Paige G. Andrew (September 2011)
Free ALCTS webinar on cataloging cartographic materials using RDA. This session helps attendees in relearning the intricacies of mathematical data areas, learning how to apply the new 3XX fields, and understanding the “take what you see” principle. Good for experienced map catalogers wanting to learn more about using RDA.
- Sound Recording Cataloging in RDA - presented by Peter Lisius (PDF, 2.29 MB) (May 2011)
PDF of a presentation (no notes) providing a brief overview of sound recording cataloging using RDA, with plenty of examples. Good for experienced music catalogers wanting to learn more about using RDA for cataloging sound recordings.
- Score Cataloging in RDA - presented by Peter Lisius (PDF, 1.69 MB) (August 2011)
PDF of a presentation (no notes) providing a brief overview of cataloging scores using RDA, with plenty of examples. Good for experienced music catalogers wanting to learn more about using RDA for scores cataloging.
- RDA: An Overview of Descriptive Elements presented by Kathy Glennan (February 2011)
PDF of a presentation (no notes) providing an overview of RDA, with examples for music catalogers. Consists of 6 modules covering descriptive elements. Good for music catalogers wanting to learn more about using RDA in general, but with specific application to music cataloging.
Introduction
(PDF, 5.74 MB)Title and statement of responsibility
(PDF, 8.92 MB)Edition statement
(PDF, 5.06 MB)Publication statement
(PDF, 8.34 MB)Extent, Carrier, Media, Content, Series
(PDF, 12.27 MB)Descriptive elements and notes
(PDF, 10.04 MB) - Videos--Cataloging (RDA) - developed by Stanford University (rev. February 2012)
Stanford University guidelines on video cataloging, with examples of records for DVDs and illustrations of individual fields. Needs some updates to include latest developments of RDA, for example, section on the 260 field, and includes some local policies. Good for catalogers looking for more concrete examples on applying RDA to videos.
- Online Monographs--Cataloging (RDA) - developed by Stanford University (rev. 2012)
Stanford’s guidelines on applying RDA to monographic internet resources. Primarily addresses online textual monographs, but also includes instructions for other types of online content. Arranged in MARC tag order. Includes some local policies. Good for those looking for detailed, field by field examples.
- Collection-Level Cataloging (RDA) - developed by Stanford University (2011)
Stanford University guidelines on cataloging collections using RDA; a cheat sheet for creating and coding an RDA collection level record. Some local policies mentioned, for example, for Bib. Level and 042 field coding. Good for those looking for detailed examples of applying RDA to collection level records.
RDA AND AUTHORITY RECORDS
This section focuses on RDA as it applies to identifying relationships and creating authorized forms of headings.
- RDA in NACO Training (April 2012)
Online training for current PCC/NACO Program members making the transition from AACR2 to RDA. While freely available to all, NACO members must make formal training arrangements through the PCC Secretariat to ensure required post-training webinars and the mandatory review period. Best for currently independent NACO members transitioning to RDA.
- Module E: Identifying persons, families, and corporate bodies (PPT, 953 KB) (October 2011)
Part of the LC RDA Refresher Training (full session in RDA for General Cataloging) focusing on Group 2 entities, persons, families, and corporate bodies. PPT slides include speaker notes. Best for those with some familiarity with RDA.
- Module 4: Persons, Families and Corporate Bodies (PPT, 361 KB) (August 2011)
One module from the Georgia Cataloging Summit (full session in RDA for General Cataloging) focusing on Group 2 entities, persons, families, and corporate bodies. PPT slides include speaker notes. Good for those looking for authoritative training for non-LC libraries.
RDA: a Hands-on Interaction - presented by John Attig
(February 2011)PDFs of presentations (with notes) from an RDA preconference at MLA 2011, showing how to construct personal and corporate names access points for music cataloging. Best for experienced music catalogers wanting to learn more about constructing name access points and understanding relationships.
Personal names: an overview
(PDF, 1.58 MB)Corporate names: an overview
(PDF, 1013.8 KB)Relationships: Putting it all together
(PDF, 1.18 MB)
