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Electronic Resources and Libraries March 1, 2011 Austin, Texas Craig Harkema, Charlene Sorensen, Karim Tharani
Transcendental Metadata: A Collaborative Schema for eResource Description
Agenda What is the problem Benefits to dealing with the problem Guiding principles Methodology
• Information gathering• Metadata creation• Tool development
What we learned
University of Saskatchewan
~ 17 000 undergrads~ 3 000 grad students~ 1000 faculty including 44 librarians
~ $8.6M acquisitions budget
~ 800 electronic resources
Electronic resource: Anything digital available remotely via an electronic device But not individual e-books or e-journals
U of S librarians don’t feel like they have a handle on e-resources
Difficult for non-acquisitions librarians to understand the nature, extent and diversity of electronic resources
Not optimizing the potential of librarian expertise
What is the problem
Traffic Light Tree by Pierre VivantPhoto credit: http://www.flickr.com/photos/martinrp/376595731/in/photostream/
Supporting librarian collaboration Facilitating accountability
• Budget• Service
Improving decision making and assessment
Benefits
Photo credit: http://www.flickr.com/photos/28337743@N03/264
Guiding principles
Appreciating different perspectives
Developing discourse- Not a case study
Keeping it fast and flexible- Not replacing an ERMS
Needs gathering & analysis Held consultations with colleagues Analyzed results Identified themes:
• Need to be prepared for ongoing evaluation of e-resources• Need more information to make decisions• Need to be able to deal with new resource types• Need information to be accessible • Need to be self-sufficient
Transcendental metadata Provides the foundation for tools Is the link between librarian and technology Takes into account non-acquisition librarians’
needs Capitalizes on the strengths of multiple
databases Uses both social tagging and consultation-
derived attributes Is collaborative and distributed
Attributes:- Source type - Liaison cluster- Bib# - Format/Type- Title - Locally hosted- Subject - Mobile compatible - License digitized - Perpetual access- Date acquired - COUNTER compliant
Locally responsive, not predetermined
Transcendental metadata
Metadata sources
ILS
License database
Liaisons
Tags
A-Z listSubject pages
Web 2.0 Collective intelligence User-centered Continuous feedback “Data is the ‘Intel Inside’ the next generation of
computer applications” – O’Reilly
Web 2.0
Smaller, more agile tools Less threatened by
marketplace Focused target Quick to revise Open sharing of databases Problem solving over
marketability
Methodology – moving along…① Gather needs – Consultations② Analyze needs – Metadata creation③ Implementation – Tool development
a) Approach - How do we do this?• Web 2.0 ethic• Looking outside the library realm
b) Solution - What do we do?• Accessible• Self-Service
Business Intelligence approach Business Intelligence (BI): Solutions that assist
decision makers in understanding the current state of their organization (Buchanan and O’Connell, 2006)
Characteristics of BI approach:• User-centric, collaborative approach• Transcends departmental/operational boundaries• Gathers and integrates data from relevant internal
and external sources to fulfill users’ needs• Distinction of operational vs. reporting systems
BI solutions – components Source systems
• Operational systems that have the necessary data e.g. ILS, ERMS, etc.
Data repository• A database to store the
summarized data e.g. data warehouse
User interface• Tools for users to
interact with the data repository for analysis, reporting, or mining
Source: Oracle Database Concepts - Business Intelligence
BI components @ USASK
Data source Catalogue Subject pages License database A-Z list
Data repository Themes Attributes Tags Integrated Normalized
BI tool Self-service Drag and drop Drill in and out Visualization
Getting the answers…
Connect Tableau to Excel worksheet
Drag-and-drop, filter and arrange desired columns using Tableau interface
Use Tableau interface to visualize relevant data in different ways with various graphing options
What we learned There is value in the process – voicing needs,
gathering and organizing, prioritizing, acting We can use involvement and expertise of all
librarians Web 2.0 mindset is a benefit within the
organization – small, fast, iterative, responsive It’s okay to take initiative – we don’t always have
to wait for vendors
Questions??
Metadata [email protected]
Serials [email protected]
Thanks to University of Saskatchewan Archives for campus and city images.
