RDA Toolkit User Guide: Navigating Module Features
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Module 5
1
•
Understand the basic organization of the RDA Toolkit
•
Identify the basic structure of entity and element pages
•
Browse for RDA elements by entity
•
Use various Toolkit features, such as creating links and viewing
citation numbers
•
View LC-PCC Policy Statements (LC-PCC PSs) and Metadata Guidance
Documentation (MGDs)
2
Outline
•
Home Page
•
Profile Toolbar
•
Content Tabs
•
Navigation Tips
•
Special Features
•
Entity Pages
•
Element Pages
•
Examples
•
Conditions and Options
•
Policies
•
Metadata Guidance
Documentation
•
Guidance
•
Resources
•
Summary
3
Home Page
After logging in with institution login
After logging in with profile login
4
Home Page
5
After logging in with profile login
Profile Toolbar
Content tabs
RDA Toolkit logo
Search box
Main pane
with info
boxes
Welcome message
Recently Viewed
Profile Toolbar
6
Not logged into your profile
Logged into your profile
Profile Toolbar
Original Toolkit
•
Links to original RDA Toolkit
at original.rdatoolkit.org
•
Requires a separate login
from official RDA Toolkit
•
IP authentication
•
Account ID login
7
Profile Toolbar
Help
•
Contains documents for:
•
Accessibility of RDA Toolkit
•
Getting Started
•
Navigating RDA Toolkit
•
Searching RDA Toolkit
•
Personalizing RDA Toolkit
•
Using the Administration
Services
•
RDA Toolkit Support
•
Note: Some sections are still
being developed.
8
Profile Toolbar
Preferred Language
•
Site Language
•
Language of user interface
•
RDA Language
•
Language of RDA content
•
Font Size
•
Select
Normal
or
Large
font
size
9
Profile Toolbar
Submit Feedback
•
Links to RDA Toolkit
Feedback form
•
Use to submit:
•
Typos or errors in the RDA
text
•
Suggested changes to the
RDA text
•
Bad links
•
Display issues
•
Complaints about existing
Toolkit features
•
Suggestions for new or
improved features
10
Proposals to Revise RDA
•
Discussion papers
•
Raise topics for RSC consideration before formal proposals are prepared
•
Submitted via regional representative
•
Proposals
•
Formal recommendations to add, amend, or delete RDA content
•
Submitted via regional representative
•
Fast track changes
•
Editorial inconsistencies
•
Submitted through “Submit Feedback” button
•
More information:
http://www.rda-rsc.org/submitting-proposals
11
Submitting Feedback to PCC
PCC RDA Communications
Committee Feedback Form
https://bit.ly/PCC-RDA-Feedback-Form
•
Use to submit:
•
LC-PCC Policy Statement revisions
•
Metadata Guidance Document
(MGD) revisions
•
Questions
•
Feedback
12
Profile Toolbar
Bookmarks and Notes
•
Bookmark
•
Provides a link to a place in
the RDA Toolkit
•
Marks that place with the
bookmark symbol ( )
•
For your use only
•
Note
•
Similar to a bookmark, but
allows you to write text that
displays when you hover
over the note icon ( )
•
May be shared locally
13
Profile Toolbar
Documents
•
Allows users to create
documents that can be
used privately or shared
locally, globally, or publicly
•
Provides access to:
•
User-supplied documents
•
Managing your own
documents and preferences
14
Profile Toolbar
Views
•
Personalizations associated
with your profile
•
Language
•
Policies
•
Examples
•
Allows you to:
•
Switch views
•
Manage views
15
Content Tabs
16
Institution name
Content tabs
Profile name
Content Tabs
Entities
•
Lists all 13 RDA entities
•
First entity is RDA Entity
•
Remaining entities in IFLA
LRM order
•
Elements used to describe
an entity are listed on its
entity page
17
Content Tabs
Guidance
•
Lists guidance chapters,
which contain general
information and instructions
•
First guidance chapter is
Introduction to RDA
•
Subsequent guidance
chapters listed in alphabetical
order
18
Content Tabs
Guidance
•
Orientation Guidance
Menu
•
Alternative view released in
September 2023
•
Topics arranged under
thematic groups:
•
About RDA
•
Implementation
Considerations
•
Additional guidelines
•
Can be set from
Views >
Manage Views
19
Content Tabs
Policies
•
Lists all policy statements
•
Displays in main pane of
the Toolkit
•
Recommendation:
View
policy statements from
element, entity, guidance,
or resource pages instead
20
Content Tabs
Resources
•
Contains:
•
Glossary
•
VES Vocabularies
•
Community Resources
•
Revision History
•
Also includes links to:
•
Original Toolkit
•
AACR2
21
Navigation Tips &
Special Features
22
Navigation Tips
Breadcrumbs
•
Appear above the title of
most pages
•
Shows the hierarchy of the
current page to provide
context as to its subject
•
Blue labels are hyperlinked
23
Navigation Tips
Frozen Header
•
The page title, navigation
breadcrumbs, and Policy
Statements drop-down menu
freeze when you scroll down
from the top of the page
•
Helps to:
•
Keep bearings when viewing
longer pages
•
Switch between policy
statements
24
Navigation Tips
Top Arrow
•
Appears in the lower right
corner when you scroll
down from the top of the
page
•
To return to the top of the
page, click the arrow ( )
25
Navigation Tips
Preview Icon
•
To preview linked content
on the current page, click
the preview icon ( )
following the hyperlinked
text
•
Preview content appears in
the right column
•
To close the preview, click
the preview icon ( )
again, or click the in the
preview pane
26
Preview pane
Navigation Tips
Expand/Collapse Boxes
•
Boxes containing an eyeball
can be expanded or
collapsed
•
To expand or collapse the
box, click in the box
•
Expanded boxes display
more information
27
Navigation Tips
Pop-Up Definitions for RDA Terms
•
Lists of RDA terms with a
dotted orange underline
•
To view the pop-up
definition, click the term
•
To close the pop-up
definition, click the term
again
28
Navigation Tips
Controlled Terms
•
Words or phrases with a
specific meaning in RDA are
in
italic font
•
Terms in a language that is
not the base language are
also in
italic font
•
Terms in
italic font
are
defined in the RDA
Glossary
29
Special Features
Pop-Up Toolbar
•
Use to:
•
Create bookmarks
•
Create notes
•
Create links
•
View citation numbers
•
Appears when you select
text on most pages
30
Pop-up toolbar with institutional login
Pop-up toolbar with profile login
Special Features
Create a Link
1.
Highlight the text to
which you want to link.
2.
In the pop-up toolbar,
select the link icon ( ).
3.
In the Create Link box,
click
Copy
to copy the
URL.
31
https://access.rdatoolkit.org/en-US_ala-26b84eaa-054e-3c8c-8933-
8760b9b2046f/div_zws_tkh_c2b
Special Features
Citation Numbers
•
Permanent identifiers
•
Use for referencing RDA
instructions when linking
is not practical (e.g., print)
•
Formatted as xx.xx.xx.xx
(e.g., 28.53.17.25)
•
Randomly generated
•
Searchable
32
Special Features
Citation Numbers
1.
Highlight the text you
want to reference.
2.
In the pop-up toolbar,
select the number sign
icon ( ).
3.
In the View Citation box,
click
Copy
to copy the
citation number.
33
89.39.84.94
Entity Pages
34
Entity Pages
Structure of Entity Pages
•
Definition and Scope
•
Prerecording
•
Minimum description
•
Effective description
•
Entity boundary
•
Recording
•
Recording an unstructured description
•
Recording a structured description
•
Recording an identifier
•
Recording an IRI
•
Elements
35
Entity Pages
Definition and Scope
•
The Glossary definition for
the entity
36
Entity Pages
Prerecording
•
Provides general information for
describing an instance of an
entity
•
LC-PCC PS may include links to
relevant Metadata Guidance
Documentation
•
Identifies any entity subtypes
for more specific descriptions
•
Identifies any entity supertypes
for more general descriptions
37
Entity Pages
Prerecording: Minimum description
•
The elements that are
required
for a well-formed
description of an entity
•
For more information, see
Guidance: Resource
description.
Minimum
description of a resource
entity
38
Entity Pages
Prerecording: Effective description
•
Other elements deemed
useful for identification or
access
•
For PCC, these elements are
identified as Core in the LC-
PCC Policy Statements
•
For more information, see
Guidance: Resource
description.
Effective
description
39
Entity Pages
Prerecording: Entity boundary
•
Criteria for determining if a
new description of an RDA
entity is required
•
Criteria are specified as a
difference in the values of
one or more elements
•
For more information, see
Guidance:
Entity
boundaries
40
Entity Pages
Recording
•
Provides information for
recording an element to
describe the RDA entity
•
Sections for recording:
•
An unstructured description
•
A structured description
•
An identifier
•
An IRI
•
For more information, see
Guidance:
Recording
methods
41
Entity Pages
Elements
•
Alphabetical list of all elements
to describe the entity
•
Radio buttons allow filtering by:
•
Attribute Elements
•
Relationship Elements
•
Drop-down menu to filter
relationship elements by range
(i.e., the related RDA entity)
•
Type-ahead search box
42
Entity Pages
Elements
Attribute Elements
•
An element that is an
inherent or externally
imputed characteristic of
an RDA entity
OR
•
An element that does not
relate two RDA entities
43
Entity Pages
Elements
Relationship Elements
•
An element that relates
two RDA entities
•
Most elements in RDA are
relationship elements
•
Includes relationship
designators from original
RDA Toolkit
44
Entity Pages
Elements
Relationship Elements
•
To filter elements to only
those related to a
particular RDA entity, select
the related RDA entity from
the drop-down menu
45
Entity Pages
Elements
Type-ahead search box
•
If part of the RDA element
name is known, enter it in
the search box
•
Do not need to enter
complete words
•
Elements are filtered as
more letters are added
46
Entity Pages
Elements
Type-ahead search box
•
Can be used in
combination with the radio
buttons
47
Preview Icon
•
To view Definition and Scope
on the current page, click the
preview icon ( ) following
the hyperlinked text
•
Definition appears in the
right column
•
To close the preview, click the
preview icon ( ) again, or
click the in the preview
pane
Entity Pages
Elements
48
Element Pages
49
Element Pages
Structure of Element Pages
•
Definition and Scope
•
Element Reference
•
Prerecording
•
Recording
•
Recording an unstructured description
•
Recording a structured description
•
Recording an identifier
•
Recording an IRI
•
Related Elements
50
Element Pages
Definition and Scope
•
The Glossary definition for
the element
51
Element Pages
Element Reference
•
Expand/collapse box
IRI
•
The IRI of the element itself
52
Element Pages
Element Reference
Domain
•
The RDA entity that is
described by the element
Range
•
For relationship elements
only
•
The RDA entity that is the
value of the relationship
element
53
Element Pages
Element Reference
Alternate labels
•
Includes:
•
Former element names
•
Verbalized labels from the
RDA Registry
54
Element Pages
Element Reference
•
Alignments and mappings
to standards related to RDA
•
Dublin Core Terms
•
IFLA LRM
•
MARC 21 Authority
•
MARC 21 Bibliographic
•
To view alignments or
mapping, click plus sign ( )
55
RDA Alignments in RDA Registry
•
RDA Registry provides
alignments from RDA to
other standards in table
form
•
Available as comma-
separated variable (csv)
downloads
•
http://www.rdaregistry.info
/Aligns/
56
Element Pages
Prerecording
•
Provides information to
decide if:
•
The element is appropriate
•
Another element could or
should be used instead
•
LC-PCC PS
•
Indicates if element is Core
for LC/PCC
•
May include links to relevant
Metadata Guidance
Documentation
57
Element Pages
Recording
•
Provides information on
how to record a value for
the element
•
General instructions are
followed by sections for
recording:
•
An unstructured description
•
A structured description
•
An identifier
•
An IRI
58
Element Pages
Recording
•
Instructions specifically
indicate if a recording
method is not applicable
•
For more information, see
Guidance:
Recording
methods
59
Element Pages
Related Elements
Broader element
•
Elements that are one level
above the element
Narrower element
•
Elements that are one level
below the element
Inverse element
•
The inverse if the element
is a relationship element
60
Examples
61
Examples
•
Appear in expand/collapse boxes
•
Illustrate elements appropriate for
the selected language version of
RDA
•
Correct in the context of the
instruction
•
May not reflect forms found in
databases (e.g., WorldCat, LC/NACO
Authority File)
•
May not reflect PCC practice
62
Examples
Basic Examples
•
Illustrate an element using an
applicable recording method
•
May contain explanatory notes
63
Examples
Recording Methods Examples
•
Show multiple recording
methods applied to the same
instance of an element
64
Examples
View as Relationship Examples
•
Provide a linked data
visualization of an element using
RDA Registry labels and IRIs
65
Examples
View in Context Examples
•
Contain a set of elements repeated
throughout RDA
•
Demonstrate how elements
identify an entity
•
Element being demonstrated
appears in bold
•
Use verbalized labels from RDA
Registry
66
Conditions and Options
67
Conditions
•
Displayed in yellow boxes with
caption CONDITION
•
Specify circumstances when a
CONDITION OPTION applies
•
All conditions must be satisfied
to apply a CONDITION OPTION
68
Condition Options
•
Follow a yellow CONDITION box
•
Displayed in indented grey boxes
with the caption CONDITION
OPTION
•
Can only be applied if the
preceding conditions are met
69
Options
•
Independent of conditions
•
Displayed in grey boxes without
indentation and with the caption
OPTION
70
Options and Condition Options
•
Provide choices
•
Apply according to LC-PCC Policy
Statements
•
May not be mutually exclusive
•
If applicable, more than one
Option or Condition Option may
be applied when recording a single
value
71
Other Options
•
Choice of elements
•
Unless specified, the use of any element to describe and relate an entity is
optional
•
Choice of recording method
•
RDA only specifies when a recording method is not applicable
•
Entity supertype instead of entity subtype
•
May describe an entity subtype using the broader entity if a more general
description is required (e.g., Agent instead of Person)
72
RDA Instructions
•
Not all RDA instructions are
optional
•
RDA instructions also appear as
regular text
73
Policies
74
Policy Statements
•
Provide information about the
options that a cataloging
community has decided to apply or
not apply
•
As of March 2024, polices are
available for:
•
British Library (BLPS)
•
Library and Archives Canada (LAC
PS)
•
Library of Congress and Program for
Cooperative Cataloging (LC-PCC PS)
•
Music Library Association (MLA BP)
•
National Library of New Zealand
(NLNZ PS)
75
Viewing Policy Statements
•
Viewing policy statements
is optional
•
To view LC-PCC PSs, select
LC-PCC PS
from the Select
Policy Statement Set drop-
down menu
•
Only one set of policy
statements can be viewed
at a time
76
Viewing Policy Statements
•
Policy statements appear in
the right column alongside
RDA instructions
77
LC-PCC PS
Viewing Policy Statements
•
Solid line ( ) extends to the
RDA instruction and
indicates the passage or
option to which the policy
statement applies
•
Dashed line ( ) indicates
the end of a policy
statement
78
Viewing Policy Statements
•
Longer policy statements
have a scroll bar
•
Always look for the dashed
line to indicate the end of
the policy statement
79
Viewing Policy Statements
•
To view long policy
statements in the main
pane, click
LC-PCC
at the
top of the policy statement
80
Viewing Policy Statements
•
To view the RDA instruction
to which the policy
statement applies, click the
link at the top of the policy
statement
81
Viewing Policy Statements
•
Policy statements may cover
up other policy statements
•
Always look for the dashed
line to indicate the end of the
policy statement
•
To view a complete policy
statement, click
Send to Back
in the policy that is covering
up another policy
82
Viewing Policy Statements
•
To view policy statements under
the option or section to which it
applies, resize your browser
window to be narrower
83
Metadata Guidance
Documentation
84
Metadata Guidance Documentation
•
Available outside of RDA Toolkit:
https://loc.gov/aba/rda/mgd/
•
Must be used in conjunction
with official RDA Toolkit and LC-
PCC PSs
•
MGDs are linked from LC-PCC
PSs
85
Metadata Guidance Documentation
MG: Introduction
•
Background on creation of MGDs
•
Vocabulary and terminology used
in the MGDs
•
Using the MGDs
•
Structure of the MGDs
•
MARC and BIBFRAME examples
86
Metadata Guidance Documentation
Narrative MGDs and 1:1 MGDs
Narrative MGDs
•
Instructions for describing a specific
RDA entity
•
e.g.,
MG: Works
and
MG: Places
•
Instructions for new entities and
concepts
•
e.g.,
MG: Timespan
and
MG: Aggregates
•
Instructions for policies, concepts, and
practices used in PCC work but not
addressed in the official RDA Toolkit
•
e.g.,
MG: Basic Cataloging Decisions
1:1 MGDs
•
Map to a specific LC-PCC PS
•
Generally tied to a specific option or
element subsection
87
Metadata Guidance Documentation
Narrative MGDs and 1:1 MGDs
MGD Home Page
MGD Page for Person Entity
88
All narrative MGDs
Entity pages
for 1:1 MGDs
Narrative MGD
1:1 MGDs
Metadata Guidance Documentation
Narrative MGDs
•
Basic structure
•
Overview
•
Changes from Original RDA
•
Implementation with Metadata
Examples
•
Guidance
•
MARC Examples
•
BIBFRAME Examples
•
Cataloger Judgment Areas
89
Metadata Guidance Documentation
1:1 MGDs
•
Basic structure
•
Header with link to RDA element
or subelement
•
Guidance
•
MARC Examples
•
BIBFRAME Examples
•
Reference and Notes
•
Update History
90
Metadata Guidance Documentation
Index
•
Provides a list of elements,
entities, and concepts and the
associated MGDs
91
Guidance
92
Guidance
Introduction to RDA
•
Introduction to RDA
•
Objectives and principles
governing RDA
•
Standards related to RDA
•
Data elements
•
Recording RDA data
•
RDA entities
•
RDA elements
•
RDA relationship data
•
Data values
93
Guidance
User tasks
•
RDA data supports the
information-seeking needs of
a wide range of users
•
Provides information about
the user tasks that RDA
supports
•
Find
•
Identify
•
Select
•
Obtain
•
Explore
94
Guidance
Terminology
•
Provides information about
the terminology used
throughout RDA, including
•
Basis of terminology
•
Entity labels
•
Element labels
•
Value labels
•
Tense
•
Definite and indefinite articles
•
Plural nouns
•
Combinations and alternatives
95
Guidance
Resource description
•
General guidance and
instructions for describing
an information resource
•
Coherent description
•
Minimum description
•
Effective description
•
Describing a work
•
Describing an expression
•
Describing a manifestation
•
Describing an item
96
Guidance
Entity boundaries
•
General guidance and
instructions about entity
boundaries
•
Entity boundary
•
A set of criteria used to
determine if a description of
a new entity is required
•
For specific information,
see relevant entity page
97
Guidance
Recording methods
•
General guidance and
instructions about the
methods used to record
RDA elements
•
Includes recording:
•
An unstructured description
•
A structured description
•
An identifier
•
An IRI
98
Guidance
Nomens and appellations
•
General guidance and
instructions about nomens
and appellations
•
Nomen
•
A label for any RDA entity
except a nomen
•
Includes a name, title,
access point, or identifier
99
Guidance
Transcription guidelines
•
Guidelines for transcribing
unstructured descriptions
•
PCC applies the Guidelines on
normalized transcription
•
Capitalization
•
Diacritical marks
•
Language and scripts
•
Letters or words intended to
be read two or more times
•
Numbers
•
Punctuation
•
Spacing of initials and
acronyms
•
Symbols
100
Guidance
Data provenance
•
General guidance and
instructions for recording
data provenance
•
Data provenance
•
Information about the
metadata recorded in an
element or set of elements
•
Metadata about metadata, or
metametadata
•
Includes sources of
information
101
Guidance
Aggregates
•
General guidance and
instructions for describing
aggregates
•
Aggregate
•
A manifestation embodying
multiple expressions
•
New modeling of
compilations introduced in
LRM
102
Guidance
Diachronic works
•
General guidance and
instructions for describing a
diachronic work
•
Diachronic work
•
A work that is planned to be
embodied over time, rather
than a single act of
publication
•
New terminology for serials
and integrating resources
103
Resources
104
Resources
Glossary
•
Label, definition, and scope notes
of an RDA element, entity, or term
•
See
cross-references to preferred
label from:
•
Synonyms, acronyms, and other
alternative forms
•
Former labels amended for
consistency
•
Labels for merged elements or
terms
•
Use for
cross-references for non-
preferred labels under preferred
label
•
Inverse
cross-references for
relationship elements
105
Resources
VES Vocabularies
•
Lists all RDA vocabulary
encoding schemes
•
vocabulary encoding
scheme (VES):
•
List of controlled values for
elements
106
Resources
VES Vocabularies
•
Each RDA vocabulary
encoding scheme includes:
•
Term
•
IRI
•
Notation (identifier)
•
Definition
•
Scope Note
107
Resources
VES Vocabularies
•
Each list of RDA terms is
also an option for recording
a structured description for
the corresponding element
108
Resources
Community Resources
•
Content that conforms to
the RDA standard
•
Specific to language,
cultural, or specialist
communities
•
Not international in scope
109
Resources
Legacy RDA Community resources
•
Original RDA instructions
that were later determined
to be outside the scope of
RDA
•
Arranged into two areas:
•
Community refinements
•
Community vocabularies
110
Resources
Community refinements
•
Provide additional
guidance and instructions
for existing RDA elements
•
Applicable to specific
communities
•
Support string encoding
schemes, transcription
rules, and other string
processing functions
111
Resources
Community refinements
•
Anglo-American legacy
instructions for:
•
Access points
•
Authorized access points
•
Preferred titles
•
Variant access points
•
etc.
112
Resources
Community vocabularies
•
Provide controlled terms
using specialized
community-based
vocabularies or language-
based vocabularies
•
Includes guidance for:
•
Abbreviations
•
Capitalization
•
Initial articles
113
Resources
Revision History
•
Use to:
•
Track changes to RDA
•
Access earlier versions of
the instructions
•
Two sections:
•
Release Notes
•
Instruction Archive
114
Resources
Original Toolkit
•
Links to original RDA Toolkit
at original.rdatoolkit.org
•
Requires a separate login
from official RDA Toolkit
•
IP authentication
•
Account ID login
115
Resources
AACR2
•
Links to Anglo-American
Cataloging Rules, Second
Edition
•
Requires a separate login
from official RDA Toolkit
•
IP authentication
•
Institution login
116
•
Navigation features include breadcrumbs, frozen header, top arrow,
preview icon, expand/collapse boxes, pop-up definitions for RDA terms,
italicized controlled terms, and pop-up toolbar for creating links and
viewing citation numbers.
•
There are four types of examples: basic, recording method, view as
relationship, and view in context.
•
A yellow CONDITION box specifies the circumstances when a CONDITION
OPTION in an indented grey box can be applied. An OPTION in a grey box
without indentation can be applied independently of any conditions.
117
•
The drop-down menus from the content tabs are the primary method
for browsing RDA content.
•
The
Entities
menu lists the 13 RDA entities.
•
A list of elements is found at the bottom of each entity page.
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Each entity and element page has the same basic structure.
•
The
Guidance
menu lists guidance chapters, which contain general
information and instructions.
118
•
The
Policies
menu lists all policy statements.
•
It is best to view the policy statements (PSs) next to the RDA instructions.
•
A solid line indicates the option to which the PS applies and the start of the PS.
•
A dashed line indicates the end of the PS.
•
Click “Send to Back” in the PS that is covering up another PS.
•
Metadata Guidance Documentation (MGDs) provide additional guidance
and examples in MARC and BIBFRAME.
•
The
Resources
menu includes the Glossary, RDA vocabulary encoding
schemes, and Community Resources.
119
Resources
•
RDA Toolkit Help
•
Navigating RDA Toolkit
•
RDA Toolkit Support
•
RDA Toolkit YouTube Videos
•
RDA Toolkit Demonstration
(September 30, 2022)
120
Last updated: March 26, 2024
This module is based on the September 2023 release of the RDA Toolkit.
Explore the comprehensive RDA Toolkit user guide to understand the basic organization, entity and element pages structure, and various features available for navigating the RDA Toolkit effectively. Learn to access and utilize Policy Statements and Metadata Guidance Documentation effortlessly.
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Presentation Transcript
Module 5 Navigating RDA Toolkit Navigating RDA Toolkit RDA Training Task Group: Monographs Standing Committee on Training December 2023 This work is licensed under CC BY 4.0. To view a copy of this license, visit: http://creativecommons.org/licenses/by/4.0/ 1
Learning Outcomes At the end of this module, you will be able to: Understand the basic organization of the RDA Toolkit Identify the basic structure of entity and element pages Browse for RDA elements by entity Use various Toolkit features, such as creating links and viewing citation numbers View LC-PCC Policy Statements (LC-PCC PSs) and Metadata Guidance Documentation (MGDs) 2
Outline Home Page Profile Toolbar Content Tabs Navigation Tips Special Features Entity Pages Element Pages Examples Conditions and Options Policies Metadata Guidance Documentation Guidance Resources Summary 3
Home Page After logging in with institution login After logging in with profile login 4
Home Page RDA Toolkit logo Profile Toolbar Content tabs Search box Welcome message Main pane with info boxes Recently Viewed After logging in with profile login 5
Profile Toolbar Not logged into your profile Logged into your profile 6
Profile Toolbar Original Toolkit Links to original RDA Toolkit at original.rdatoolkit.org Requires a separate login from official RDA Toolkit IP authentication Account ID login 7
Profile Toolbar Help Contains documents for: Accessibility of RDA Toolkit Getting Started Navigating RDA Toolkit Searching RDA Toolkit Personalizing RDA Toolkit Using the Administration Services RDA Toolkit Support Note: Some sections are still being developed. 8
Profile Toolbar Preferred Language Site Language Language of user interface RDA Language Language of RDA content Font Size Select Normal or Large font size 9
Profile Toolbar Submit Feedback Links to RDA Toolkit Feedback form Use to submit: Typos or errors in the RDA text Suggested changes to the RDA text Bad links Display issues Complaints about existing Toolkit features Suggestions for new or improved features 10
Proposals to Revise RDA Discussion papers Raise topics for RSC consideration before formal proposals are prepared Submitted via regional representative Proposals Formal recommendations to add, amend, or delete RDA content Submitted via regional representative Fast track changes Editorial inconsistencies Submitted through Submit Feedback button More information: http://www.rda-rsc.org/submitting-proposals 11
Submitting Feedback to PCC PCC RDA Communications Committee Feedback Form https://bit.ly/PCC-RDA-Feedback-Form Use to submit: LC-PCC Policy Statement revisions Metadata Guidance Document (MGD) revisions Questions Feedback 12
Profile Toolbar Bookmarks and Notes Bookmark Provides a link to a place in the RDA Toolkit Marks that place with the bookmark symbol ( ) For your use only Note Similar to a bookmark, but allows you to write text that displays when you hover over the note icon ( ) May be shared locally 13
Profile Toolbar Documents Allows users to create documents that can be used privately or shared locally, globally, or publicly Provides access to: User-supplied documents Managing your own documents and preferences 14
Profile Toolbar Views Personalizations associated with your profile Language Policies Examples Allows you to: Switch views Manage views 15
Content Tabs Institution name Profile name Content tabs 16
Content Tabs Entities Lists all 13 RDA entities First entity is RDA Entity Remaining entities in IFLA LRM order Elements used to describe an entity are listed on its entity page 17
Content Tabs Guidance Lists guidance chapters, which contain general information and instructions First guidance chapter is Introduction to RDA Subsequent guidance chapters listed in alphabetical order 18
Content Tabs Guidance Orientation Guidance Menu Alternative view released in September 2023 Topics arranged under thematic groups: About RDA Implementation Considerations Additional guidelines Can be set from Views > Manage Views 19
Content Tabs Policies Lists all policy statements Displays in main pane of the Toolkit Recommendation: View policy statements from element, entity, guidance, or resource pages instead 20
Content Tabs Resources Contains: Glossary VES Vocabularies Community Resources Revision History Also includes links to: Original Toolkit AACR2 21
Navigation Tips & Special Features 22
Navigation Tips Breadcrumbs Appear above the title of most pages Shows the hierarchy of the current page to provide context as to its subject Blue labels are hyperlinked 23
Navigation Tips Frozen Header The page title, navigation breadcrumbs, and Policy Statements drop-down menu freeze when you scroll down from the top of the page Helps to: Keep bearings when viewing longer pages Switch between policy statements 24
Navigation Tips Top Arrow Appears in the lower right corner when you scroll down from the top of the page To return to the top of the page, click the arrow ( ) 25
Navigation Tips Preview Icon To preview linked content on the current page, click the preview icon ( ) following the hyperlinked text Preview content appears in the right column To close the preview, click the preview icon ( ) again, or click the in the preview pane Preview pane 26
Navigation Tips Expand/Collapse Boxes Boxes containing an eyeball can be expanded or collapsed To expand or collapse the box, click in the box Expanded boxes display more information 27
Navigation Tips Pop-Up Definitions for RDA Terms Lists of RDA terms with a dotted orange underline To view the pop-up definition, click the term To close the pop-up definition, click the term again 28
Navigation Tips Controlled Terms Words or phrases with a specific meaning in RDA are in italic font Terms in a language that is not the base language are also in italic font Terms in italic font are defined in the RDA Glossary 29
Special Features Pop-Up Toolbar Use to: Create bookmarks Create notes Create links View citation numbers Pop-up toolbar with institutional login Appears when you select text on most pages Pop-up toolbar with profile login 30
Special Features Create a Link 1. Highlight the text to which you want to link. 2. In the pop-up toolbar, select the link icon ( ). 3. In the Create Link box, click Copy to copy the URL. https://access.rdatoolkit.org/en-US_ala-26b84eaa-054e-3c8c-8933- 8760b9b2046f/div_zws_tkh_c2b 31
Special Features Citation Numbers Permanent identifiers Use for referencing RDA instructions when linking is not practical (e.g., print) Formatted as xx.xx.xx.xx (e.g., 28.53.17.25) Randomly generated Searchable 32
Special Features Citation Numbers 1. Highlight the text you want to reference. 2. In the pop-up toolbar, select the number sign icon ( ). 3. In the View Citation box, click Copy to copy the citation number. 89.39.84.94 33
Entity Pages 34
Entity Pages Structure of Entity Pages Definition and Scope Prerecording Minimum description Effective description Entity boundary Recording Recording an unstructured description Recording a structured description Recording an identifier Recording an IRI Elements 35
Entity Pages Definition and Scope The Glossary definition for the entity 36
Entity Pages Prerecording Provides general information for describing an instance of an entity LC-PCC PS may include links to relevant Metadata Guidance Documentation Identifies any entity subtypes for more specific descriptions Identifies any entity supertypes for more general descriptions 37
Entity Pages Prerecording: Minimum description The elements that are required for a well-formed description of an entity For more information, see Guidance: Resource description. Minimum description of a resource entity 38
Entity Pages Prerecording: Effective description Other elements deemed useful for identification or access For PCC, these elements are identified as Core in the LC- PCC Policy Statements For more information, see Guidance: Resource description. Effective description 39
Entity Pages Prerecording: Entity boundary Criteria for determining if a new description of an RDA entity is required Criteria are specified as a difference in the values of one or more elements For more information, see Guidance: Entity boundaries 40
Entity Pages Recording Provides information for recording an element to describe the RDA entity Sections for recording: An unstructured description A structured description An identifier An IRI For more information, see Guidance: Recording methods 41
Entity Pages Elements Alphabetical list of all elements to describe the entity Radio buttons allow filtering by: Attribute Elements Relationship Elements Drop-down menu to filter relationship elements by range (i.e., the related RDA entity) Type-ahead search box 42
Entity Pages Elements Attribute Elements An element that is an inherent or externally imputed characteristic of an RDA entity OR An element that does not relate two RDA entities 43
Entity Pages Elements Relationship Elements An element that relates two RDA entities Most elements in RDA are relationship elements Includes relationship designators from original RDA Toolkit 44
Entity Pages Elements Relationship Elements To filter elements to only those related to a particular RDA entity, select the related RDA entity from the drop-down menu 45
Entity Pages Elements Type-ahead search box If part of the RDA element name is known, enter it in the search box Do not need to enter complete words Elements are filtered as more letters are added 46
Entity Pages Elements Type-ahead search box Can be used in combination with the radio buttons 47
Entity Pages Elements Preview Icon To view Definition and Scope on the current page, click the preview icon ( ) following the hyperlinked text Definition appears in the right column To close the preview, click the preview icon ( ) again, or click the in the preview pane 48
Element Pages Structure of Element Pages Definition and Scope Element Reference Prerecording Recording Recording an unstructured description Recording a structured description Recording an identifier Recording an IRI Related Elements 50
