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Cutting Through the Hype
About Metadata
Jenn Riley
Metadata Librarian, Indiana University
Indiana Online Users Group
November 18, 2005
Everything you need to know about
metadata on one slide









It’s more than cataloging
It’s an essential part of any digital library
project
The planning is as important as the
implementation
Must choose the right tool for the job
Always plan for interoperability
There are lots of acronyms 

11/18/2005

Indiana Online Users Group

2
Well, not really…










“Metadata” means many different things
It involves applying traditional library
principles to new environments
These new environments are diverse
Many of them have been developed for
specific knowledge domains
Metadata planning requires thinking
abstractly
There is always more to learn

11/18/2005

Indiana Online Users Group

3
Getting started with metadata






Types of metadata
Levels of control
Methods of creating metadata
A sample of other things to think about
Some hot topics to watch

11/18/2005

Indiana Online Users Group

4
Some types of metadata
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

Descriptive metadata
Administrative metadata






Technical metadata
Preservation metadata
Rights metadata

Structural metadata

11/18/2005

Indiana Online Users Group

5
How metadata is used

11/18/2005

Indiana Online Users Group

6
Levels of control




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Data structure standards, a.k.a “metadata
schemas”
Data content standards
There are others as well
Standards don’t always fall neatly into one
category

11/18/2005

Indiana Online Users Group

7
When there’s no data content standard…

11/18/2005

Indiana Online Users Group

8
Creating metadata


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HTML <meta> tags
Spreadsheets
Databases
XML
Library catalogs
Digital library content management systems



ContentDM
Greenstone

11/18/2005

Indiana Online Users Group

9
A sample of other things to think about



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



XML technologies (XML, DTDs, XML
Schema, XSLT, XPath, etc.)
Unique identifiers
Linking between records
Writing procedures
Mapping between metadata schemas, a.k.a
“crosswalking”
Metadata shareability

11/18/2005

Indiana Online Users Group

10
Some hot topics to watch


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


MODS
METS
VRA Core/CCO
OAI
FRBR
RDA

11/18/2005

Indiana Online Users Group

11
Metadata Object Description Schema
(MODS)









Bibliographic element set
Developed and maintained by the Library of
Congress
Expressed in XML
Heavily influenced by MARC, but tag names
are words rather than numbers
Not necessarily tied to AACR2
Allows for specification of controlled
vocabularies and encoding schemes used

11/18/2005

Indiana Online Users Group

12
Metadata Encoding and Transmission
Standard (METS)









“Wrapper” schema for descriptive,
administrative, and structural metadata
Descriptive and administrative metadata can
be in any format
Developed in the digital library community,
maintained by the Library of Congress
Expressed in XML
Often used for “preservation packages”

11/18/2005

Indiana Online Users Group

13
VRA Core/Cataloging Cultural Objects
(CCO)











Initiatives of the Visual Resources Association
Intended for the description for art & architecture
VRA Core is a structure standard, CCO is a content
standard
Both currently in draft; VRA Core 4.0 and first
version of CCO will be released early next year
VRA Core takes some inspiration from Dublin Core
VRA Core has separate records for Works and
Images (and probably Collections in version 4)
Together represent a major step forward for art
image description

11/18/2005

Indiana Online Users Group

14
Open Archives Initiative (OAI)


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

Protocol for metadata harvesting
Began in the eprint community and expanded out
“Data providers” expose metadata
“Service providers” harvest metadata and pool it
with metadata from other data providers
Requires simple Dublin Core, but allows other
supplementary formats
Some OAI service providers





OAIster
Arc
UIUC Digital Gateway to Cultural Heritage Materials
OLAC

11/18/2005

Indiana Online Users Group

15
Functional Requirements for Bibliographic
Records (FRBR)
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1998 report from IFLA
Purpose: “to provide a clearly defined, structured
framework for relating the data that are recorded in
bibliographic records to the needs of the users of
those records.”
User tasks: find, identify, select, obtain
Entity-relationship analysis employed
3 groups of entities defined (see handout)
Ideas starting to be extended to authority records

11/18/2005

Indiana Online Users Group

16
Resource Description and Access (RDA)

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

Name for the forthcoming revision of AACR
Will incorporate FRBR principles and terminology
Structure






Development has been controversial





Part I — Resource Description
Part II — Relationships
Part III — Access Point Control
Changes too extreme for some
Changes not extreme enough for others

Scheduled for publication in 2008

11/18/2005

Indiana Online Users Group

17
For more information


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





Priscilla Caplan: Metadata Fundamentals for
all Librarians, 2003
These presentation slides and handouts:
<http://www.dlib.indiana.edu/~jenlrile/presentations/iolug2005/>



jenlrile@indiana.edu

11/18/2005

Indiana Online Users Group

18

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Cutting Through the Hype about Metadata

  • 1. Cutting Through the Hype About Metadata Jenn Riley Metadata Librarian, Indiana University Indiana Online Users Group November 18, 2005
  • 2. Everything you need to know about metadata on one slide       It’s more than cataloging It’s an essential part of any digital library project The planning is as important as the implementation Must choose the right tool for the job Always plan for interoperability There are lots of acronyms  11/18/2005 Indiana Online Users Group 2
  • 3. Well, not really…       “Metadata” means many different things It involves applying traditional library principles to new environments These new environments are diverse Many of them have been developed for specific knowledge domains Metadata planning requires thinking abstractly There is always more to learn 11/18/2005 Indiana Online Users Group 3
  • 4. Getting started with metadata      Types of metadata Levels of control Methods of creating metadata A sample of other things to think about Some hot topics to watch 11/18/2005 Indiana Online Users Group 4
  • 5. Some types of metadata   Descriptive metadata Administrative metadata     Technical metadata Preservation metadata Rights metadata Structural metadata 11/18/2005 Indiana Online Users Group 5
  • 6. How metadata is used 11/18/2005 Indiana Online Users Group 6
  • 7. Levels of control     Data structure standards, a.k.a “metadata schemas” Data content standards There are others as well Standards don’t always fall neatly into one category 11/18/2005 Indiana Online Users Group 7
  • 8. When there’s no data content standard… 11/18/2005 Indiana Online Users Group 8
  • 9. Creating metadata       HTML <meta> tags Spreadsheets Databases XML Library catalogs Digital library content management systems   ContentDM Greenstone 11/18/2005 Indiana Online Users Group 9
  • 10. A sample of other things to think about       XML technologies (XML, DTDs, XML Schema, XSLT, XPath, etc.) Unique identifiers Linking between records Writing procedures Mapping between metadata schemas, a.k.a “crosswalking” Metadata shareability 11/18/2005 Indiana Online Users Group 10
  • 11. Some hot topics to watch       MODS METS VRA Core/CCO OAI FRBR RDA 11/18/2005 Indiana Online Users Group 11
  • 12. Metadata Object Description Schema (MODS)       Bibliographic element set Developed and maintained by the Library of Congress Expressed in XML Heavily influenced by MARC, but tag names are words rather than numbers Not necessarily tied to AACR2 Allows for specification of controlled vocabularies and encoding schemes used 11/18/2005 Indiana Online Users Group 12
  • 13. Metadata Encoding and Transmission Standard (METS)      “Wrapper” schema for descriptive, administrative, and structural metadata Descriptive and administrative metadata can be in any format Developed in the digital library community, maintained by the Library of Congress Expressed in XML Often used for “preservation packages” 11/18/2005 Indiana Online Users Group 13
  • 14. VRA Core/Cataloging Cultural Objects (CCO)        Initiatives of the Visual Resources Association Intended for the description for art & architecture VRA Core is a structure standard, CCO is a content standard Both currently in draft; VRA Core 4.0 and first version of CCO will be released early next year VRA Core takes some inspiration from Dublin Core VRA Core has separate records for Works and Images (and probably Collections in version 4) Together represent a major step forward for art image description 11/18/2005 Indiana Online Users Group 14
  • 15. Open Archives Initiative (OAI)       Protocol for metadata harvesting Began in the eprint community and expanded out “Data providers” expose metadata “Service providers” harvest metadata and pool it with metadata from other data providers Requires simple Dublin Core, but allows other supplementary formats Some OAI service providers     OAIster Arc UIUC Digital Gateway to Cultural Heritage Materials OLAC 11/18/2005 Indiana Online Users Group 15
  • 16. Functional Requirements for Bibliographic Records (FRBR)       1998 report from IFLA Purpose: “to provide a clearly defined, structured framework for relating the data that are recorded in bibliographic records to the needs of the users of those records.” User tasks: find, identify, select, obtain Entity-relationship analysis employed 3 groups of entities defined (see handout) Ideas starting to be extended to authority records 11/18/2005 Indiana Online Users Group 16
  • 17. Resource Description and Access (RDA)    Name for the forthcoming revision of AACR Will incorporate FRBR principles and terminology Structure     Development has been controversial    Part I — Resource Description Part II — Relationships Part III — Access Point Control Changes too extreme for some Changes not extreme enough for others Scheduled for publication in 2008 11/18/2005 Indiana Online Users Group 17
  • 18. For more information  Metadata librarians listserv: <http://metadatalibrarians.monarchos.com>   Priscilla Caplan: Metadata Fundamentals for all Librarians, 2003 These presentation slides and handouts: <http://www.dlib.indiana.edu/~jenlrile/presentations/iolug2005/>  jenlrile@indiana.edu 11/18/2005 Indiana Online Users Group 18