RDA implementation in Canada

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RDA implementation in Canada

Trina Grover, Ryerson University LibrarySue Andrews, University of British Columbia LibraryPat Riva, Bibliothèque et Archives nationales du QuébecEmma Cross, Carleton University Library

Canadian Library Association Conference 2014Thursday 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.

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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

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Pan‐Canadian Working Group on Cataloguing with RDA

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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

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https://www.flickr.com/photos/clogsilk/174489593/

Creative Commons taster beers" by clogsilkl is licensed under CC BY 2.0

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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)

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Grand ideas

\

https://www.flickr.com/photos/sdasmarchives/9971203995/

San Diego Air & Space Museum Archives

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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

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Pan‐Canadian Working Group on Cataloguing with RDA

Developed training modules with exercisesContributed content to an open wikiDelivered workshops across the country

rdaincanada.wikispaces.com

“Our brief training was meant to open the door, staff then need to walk through the door themselves”

– survey respondent

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Implementation survey of English Canada

Investigators were granted research ethics board clearances at Carleton, Ryerson and UBC

Data collected: Sept. 1, 2013 ‐ Feb. 15, 2014

73 responses and 64.6% response rate

Thank you to participants who took the time to answer our questions so thoroughly

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Good times

•

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Experiences of Trainers and Trainees in English Canada

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Experiences of Trainers and Trainees in English Canada

• Pan‐Canadian modules• Content of training• Facilities and Local challenges• Phasing in RDA• RDA in context

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Sources of perspective

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• Giving workshops

• Taking workshops

• Survey comments

Opportunities and challenges

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Pan Canadian modules

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• 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 answerforum

– Cohort of trainers and trainees

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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

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Facilities

• Classrooms

– One machine per person

• Connectivity

– IP range access to Toolkit vs. Signon

– Firewalls, wireless/wired

• Projectors, microphones

• A place for breaks

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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!

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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

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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?

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RDA in French Canada

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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

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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

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RDA training in French Canadafall 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)

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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

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RDA training in French Canadaspring 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!

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RDA training in French Canadafall 2013‐spring 2014

• Demand for training continued• 10 more workshops (1 upcoming)• In 3 more cities, as well as Montreal

• Total attendees: over 600

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May 10 and June 6‐7, 2013

March 15, 2013…May 13‐14 2014 June 17‐18

April 15, 22‐23 June 17‐18, 2013

June 13‐14, 2013May 14 and 16, 2013

May 27‐28, 2013

Jan 21‐22, 27, 2014

RDA training in French Canadafall 2013‐spring 2014

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16

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43

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63

142

225

Government

Library Tech

Schools K‐11

CEGEPs

Other

Universities

Public libraries

Number of participants in French‐language RDA training by sector (to May 1, 2014)

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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

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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

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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?

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RDA survey of English Canada:analysis and conclusions

• Training

• Implementation rates

• Challenges reported by libraries

• Implementation tips and ideas

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65.8%

60.3%

56.2%

50.7%

46.6%

43.8%

Conference / precon

LC website

Books & articles

Webinar

Library assoc. session

Listservs & blogs

How did libraries provide RDA training in English Canada?

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Full adoption9.6%

Partial adoption54.8%

Non adoption35.6%

Overall implementation of RDA in English Canada

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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

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RDA adoption by region: full adoption

0%

16.6%

5.3%

6.7%

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RDA adoption by region: partial adoption

73.3%

11.1%

57.9%

40%

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RDA adoption by region: non adoption

10%

88.9%

36.8%

53.3%

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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

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70.8%

50%

57.1%

30%

50%


Partial RDA adoption is highest in university and public libraries

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16.7%

50%

38.1%

60%

50%


Non adoption of RDA is highest in government, college and special libraries.

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Challenges implementing RDA

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#1 Challenge

34.2% lack of time

“The time needed to spend on learning and practising while at the same time keeping up with day to day work”

“The time involved with preparing and organizing training even if much of the training material has been prepared by other groups”

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#2 Challenge

27.4% ILS issues

“Concerns over our vendor response (or lack of response) regarding RDA. Changes to the OPAC to maximize the RDA display are not expected until next year at the earliest”

“Vendor has not updated the ILS properly to distinguish formats without a GMD”

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#2 Challenge

27.4% ILS issues

“ILS vendors are not helpful!”

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#3 Challenge

24.6% training issues

“Many training session have focused so heavily on the theory that time usually runs out before very much practical application is covered”

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#4 Challenge

20.5% consortium issues

“Frustrating to have to wait for central policy and training from the consortium before we can catalogue with RDA”

“Our shared RDA records sometimes get “corrected” by smaller libraries who think we are missing GMDs, have funny fields, etc.”

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#5 Challenge

19.2% lack of buy‐in“Challenge to explain to staff why certain changes are necessary particularly as they can not see the full benefits of RDA/FRBR at this time”

“Some people feel RDA is very daunting … and the end result is not that different”

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Positive comments!

16.4% positive about RDA

“We’re excited! Lots of features to like since so many aspects of AACR people ask “why do you do that?”. Happy to be moving to a code where the focus is information retrieval”.

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Positive comments!

16.4% positive about RDA

“We love using RDA! It is much more intuitive, easier to teach new cataloguers than AACR2 and the records are much easier to read for our patrons”.

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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

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#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.

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#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

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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

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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

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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

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RDA implementation in Canada

Questions?

RDA implementation in Canada

Education

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