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Metadata Jenn Riley Metadata Librarian IU Digital Library Program

Jenn Riley Metadata Librarian IU Digital Library Program

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What is metadata? “Data about data” “The term 'metadata' commonly refers to any data that aids in the identification, description and location of networked electronic resources.”* *Hudgins, Jean, Grace Agnew, and Elizabeth Brown. 1999. Getting mileage out of metadata: Applications for the library. Chicago: American Library Association. p. 1. 12/16/04-12/17/04 L520 Fall 2004

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Page 1: Jenn Riley Metadata Librarian IU Digital Library Program

Metadata

Jenn RileyMetadata Librarian

IU Digital Library Program

Page 2: Jenn Riley Metadata Librarian IU Digital Library Program

12/16/04-12/17/04 L520 Fall 2004 2

What is metadata?

“Data about data” “The term 'metadata' commonly refers to any

data that aids in the identification, description and location of networked electronic resources.”*

*Hudgins, Jean, Grace Agnew, and Elizabeth Brown. 1999. Getting mileage out of metadata: Applications for the library. Chicago: American Library Association. p. 1.

Page 3: Jenn Riley Metadata Librarian IU Digital Library Program

12/16/04-12/17/04 L520 Fall 2004 3

More definition

Other characteristics Structure Control

Origin Machine-generated Human-generated

In practice, the term often covers data and meta-metadata

Used in many different environments

Page 4: Jenn Riley Metadata Librarian IU Digital Library Program

12/16/04-12/17/04 L520 Fall 2004 4

What is a metadata schema?

A formally-defined set of data elements

Page 5: Jenn Riley Metadata Librarian IU Digital Library Program

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Some uses of metadata By information specialists

Describing non-traditional materials Cataloging Web sites Navigating digital objects Managing digital objects long-term Managing corporate assets

By novices Preparing Web sites for search engines Eprints Managing personal CD collections

Page 6: Jenn Riley Metadata Librarian IU Digital Library Program

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Metadata and cataloging Depends on what you mean by:

metadata, and cataloging!

But, in general: Metadata is broader in scope than cataloging Much metadata creation takes place outside of libraries Good metadata practitioners use fundamental

cataloging principles in non-MARC environments Metadata created in many different environments

Page 7: Jenn Riley Metadata Librarian IU Digital Library Program

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Creating metadata

HTML <meta> tags Spreadsheets Databases XML Digital library content management systems

ContentDM Greenstone

Page 8: Jenn Riley Metadata Librarian IU Digital Library Program

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Levels of control

Data structure standards (e.g., MARC) Data content standards (e.g., AACR2r) Very few metadata standards include

information analogue to specifying “chief source of information”

Page 10: Jenn Riley Metadata Librarian IU Digital Library Program

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Types of metadata

Descriptive metadata Administrative metadata

Technical metadata Preservation metadata Rights metadata

Structural metadata

Page 11: Jenn Riley Metadata Librarian IU Digital Library Program

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How metadata is used

Page 12: Jenn Riley Metadata Librarian IU Digital Library Program

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Descriptive metadata

Purpose Description Discovery

Some common general schemas MARC MARCXML MODS Dublin Core

LOTS of domain-specific schemas

Page 13: Jenn Riley Metadata Librarian IU Digital Library Program

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Three similar descriptive metadata formats

MARC[example]

MARCXML[example]

MODS[example]

Record format Binary XML XML

Field labels Numeric Numeric Text

Reliance on AACR Strong Strong Implied

Common method of

creationBy specialists By derivation

By specialists and by

derivation

Page 14: Jenn Riley Metadata Librarian IU Digital Library Program

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Dublin Core (1)

15-element set “Core” across all knowledge domains No element required All elements repeatable Extensible 1:1 principle

Page 15: Jenn Riley Metadata Librarian IU Digital Library Program

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Dublin Core (2) Two “flavors”

Unqualified Qualified

Additional elements Element refinements Encoding schemes (vocabulary and syntax) All qualifiers must follow “dumb-down” principle

Unqualified DC required for sharing metadata via the Open Archives Initiative

Sample record

Page 17: Jenn Riley Metadata Librarian IU Digital Library Program

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Syntax encoding schemes

AACR2r ISO8601 W3CDTF URI …etc.

Page 18: Jenn Riley Metadata Librarian IU Digital Library Program

12/16/04-12/17/04 L520 Fall 2004 18

Technical metadata

One type of administrative metadata For recording technical aspects of digital

objects Of use for long-term maintenance of data Some examples:

NISO Z39.87: Data Dictionary – Technical Metadata for Digital Still Images & MIX

Schema for Technical Metadata for Text

Page 19: Jenn Riley Metadata Librarian IU Digital Library Program

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Structural metadata

For creating a logical structure between digital objects Multiple copies of same bibliographic item Multiple pages within item Grouping of pages into sections Multiple sizes of each page

METS is the current primary schema

Page 20: Jenn Riley Metadata Librarian IU Digital Library Program

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Crosswalks (1) For transforming between metadata formats Usually refers to transforming between

content standards rather than structure standards, but not always

Mapping from more robust format to less robust format effective; mapping from simpler format to more robust format less so

Good practice to create and store most robust metadata format possible, then create other views for specific needs

Page 21: Jenn Riley Metadata Librarian IU Digital Library Program

12/16/04-12/17/04 L520 Fall 2004 21

Crosswalks (2)

Can be in many formats Logical sets of rules [example] Actual code [example]

Cornell working on registry See: Kurth, Martin, David Ruddy and Nathan Rupp. (2004)

“Repurposing MARC metadata: using digital project experience to develop a metadata management design.” Library Hi Tech 22/2 (2004): 153 - 165

Often need to tweak a generic crosswalk for a specific implementation

Page 22: Jenn Riley Metadata Librarian IU Digital Library Program

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How do I pick a metadata format?

Genre of materials being described Format of materials being described Nature of holding institution Robustness needed for the given materials and users What others in the community are doing Describing original vs. digitized item Relationships between records Plan for interoperability, including repeatability of

elements More information on handout

Page 23: Jenn Riley Metadata Librarian IU Digital Library Program

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So why should I care? Because metadata issues are right now an essential part of

librarianship Cataloging librarians – it’s increasingly becoming your job Reference librarians – metadata schema affect search

strategies, and you’ll have patrons who want to know about metadata

Collection development librarians – we’re increasingly purchasing data rather than physical objects, and this data needs to be managed

Administrators – your staff are going to be increasingly interested in metadata issues, and they’ll need training

Public librarians – you are very Internet-focused Corporate librarians– you often deal with non-MARC

environments School librarians – integration of library materials into

instructional environments

Page 24: Jenn Riley Metadata Librarian IU Digital Library Program

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What does a metadata librarian do? Create metadata (including in MARC) Write procedures, policy, and templates for others creating

metadata Develop long-term metadata strategy Write rules/code for mapping between metadata formats Technical support for metadata creation tools Represent metadata issues on group projects/committees Learn more about everything Teach others about metadata Librarian stuff!

Professional development Service Faculty governance

…etc.!

Page 25: Jenn Riley Metadata Librarian IU Digital Library Program

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Qualifications of a metadata librarian

Experience with many different metadata standards Thorough knowledge of cataloging practice, including subject

analysis Can use various XML technologies: XSLT, XPath, DTDs, XML

Schema Likes to learn on the job Excellent communication skills Good at writing detailed documentation Experience with file formats for still images, audio, and video Familiarity with one or more scripting/programming languages;

Perl is useful Subject expertise where required Understanding of RDF (maybe)

Page 26: Jenn Riley Metadata Librarian IU Digital Library Program

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Continuing education Professional literature in many areas

Digital libraries Cataloging Subject-specific

Mailing lists in these same areas Conferences

Digital Library Federation JCDL ALA (LITA, ALCTS)

Talk to people!

Page 27: Jenn Riley Metadata Librarian IU Digital Library Program

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Further information

[email protected] These presentation slides:

http://www.dlib.indiana.edu/~jenlrile/presentations/slis/04fall/l520/l520.ppt

Metadata librarians listserv: <http://metadatalibrarians.monarchos.com>

Priscilla Caplan: Metadata Fundamentals for all Librarians, 2003