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Equity, Diversity & Inclusion in
Metadata Working Group
Tech Forum 2021
Tech Forum 2021 #TechForum
About Me
• She/her
• Responsible for marketing and metadata at Lorimer
– Our kids imprint is driven by diverse books and voices
• Was researching codelists and best practices for contributor-level
information only to find out…not much exists
• Informal discussions with BookNet let to the formation of a working
group to address the topic of contributor-level information
• Now chair of the Equity, Diversity & Inclusion in Metadata Working
Group!
Tech Forum 2021 #TechForum
Definitions
Diversity
• Blanket term used to inadequately represent marginalized groups,
attributes, etc.
e/d/i
• Equity, diversity, and inclusion
• Known as EDI outside of publishing, but abbreviated as above to
avoid confusion
Tech Forum 2021 #TechForum
About the Working Group
• Formed on Sep 17, 2020, by the Canadian Bibliographic Committee
• All activities are approached with the intent of being inclusive,
purposeful, and respectful
• Group members speak as individuals, not as representatives of their
organization, special interest group, or community
• Intentionally diverse
– Job departments, titles and tenureSupply chain position
– Race and ethnicity
– Gender and sexuality
• Includes people not traditionally engaged in standards work
Tech Forum 2021 #TechForum
Current Practices
• Industry already collects, stores & shares sensitive contributor
information as it relates to so-called “diversity” attributes
– I.e., places, dates, gender (although rarely used)
• This process is not transparent and is not standardized in any way
– Varies from company to company
– Contributors often get very little input on what’s being said about
them
Tech Forum 2021 #TechForum
The Big Question
• Should the Canadian book industry actively collect, store, and share
so-called “diverse” attributes about contributors?
– How can this information best be communicated amongst relevant
stakeholders?
– What are best practices for current and future collection and use of
this data?
Tech Forum 2021 #TechForum
Goals
• Advise the Canadian Bibliographic Committee in selecting the
wisest course of action to communicate e/d/i information about
products and contributors
• Proposal, guidelines, or best practices
• Consider various stakeholder goals, issues, environmental factors
and concerns, and find the appropriate balance among competing
interests
– Contributors (authors, illustrators, etc.)
– Publishers
– Retailers (including libraries)
– Book buyers / readers
Tech Forum 2021 #TechForum
Group Charter
1. Conduct a thorough landscape review of current standards
available to communicate e/d/i information
2. Establish the distinction between communicating e/d/i
information about the product vs contributor
3. Identify e/d/i attributes that could be applied to contributors
in product metadata
Tech Forum 2021 #TechForum
Process
• Invite-only sessions — not recorded
• Minutes shared with confidentiality watermarking
• “Substitutions” and “observers” not allowed
• Anonymous feedback form sent to Chair and lead BookNet
organizer
• Everything (meeting dates, discussion points) polled with
transparent responses
Tech Forum 2021 #TechForum
Early Takeaways
• Need to communicate best practices to industry on existing
handling of information about contributors regardless if the
industry increases this practice going forward
• OwnVoices BISAC categories (introduced Dec 2020) take a similar
approach of classifying data related to contributors
– Limitations considering intersectionality necessitates defined best
practice / usage notes
– E.g., when Own Voices is used as a subject, the data sender should
reduce ambiguity and specify how the book is Own Voices in
descriptive text
Tech Forum 2021 #TechForum
Early Takeaways
Initial discussions framed by two scenarios:
1. Where the contributor’s identity relates to the book’s content
– E.g., a book about LGBTQ content in comic books written by a queer
author
– In practice, very similar to Own Voices
2. Where the contributor’s identity does not relate directly to the book’s
content
– E.g., a book about the comic book industry written by a queer author
– When is lived experience irrelevant?
Tech Forum 2021 #TechForum
Case Study
Canadian author indicator
• Implemented to meet the needs of the Canadian industry, distinct from
worldwide needs
• A piece of contributor-level data
• Canadians want to read books written by other Canadians, even if the
content is unrelated to Canada itself
Tech Forum 2021 #TechForum
Coming Soon
• Public webinar
– To inform the people who are impacted by this kind of data collection
(contributors) about current practices as well as our new concepts
– To serve as a method of gathering information from Canadian
contributors to see if their needs and concerns are being met
– Mid-May to allow adequate time for registration
– Will be followed by a questionnaire to gather feedback from attendees
and other industry people, especially contributors
• First white paper (post-webinar) summarizing responses from
contributors and marginalized community members
Tech Forum 2021 #TechForum
Coming Soon
• Identify a consultant / community organizer to weigh in on the
issues of privacy, protection, consent, trauma, and harm that our
conversations have brought up
• Address gaps in current working group membership
– Contributors
– Disability representation
– Independent bookstores
• Evaluation of next steps
– The future of the project looks different depending on what we learn
from community engagement
– Benefits vs risks for involved parties
Tech Forum 2021 #TechForum
Possible Future Work
• Discuss existing vs. new structure to support this kind of metadata
– Thema / other ONIX-based / non-ONIX entirely?
• Engage community groups to ensure that potential categorization is
respectful, accurate, and collaborative
Tech Forum 2021 #TechForum
Thank you!
Tech Forum 2021 #TechForum

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Moving pieces: Industry initiatives you don’t want to miss - Equity, Diversity & Inclusion in Metadata Working Group

  • 1. Equity, Diversity & Inclusion in Metadata Working Group Tech Forum 2021 Tech Forum 2021 #TechForum
  • 2. About Me • She/her • Responsible for marketing and metadata at Lorimer – Our kids imprint is driven by diverse books and voices • Was researching codelists and best practices for contributor-level information only to find out…not much exists • Informal discussions with BookNet let to the formation of a working group to address the topic of contributor-level information • Now chair of the Equity, Diversity & Inclusion in Metadata Working Group! Tech Forum 2021 #TechForum
  • 3. Definitions Diversity • Blanket term used to inadequately represent marginalized groups, attributes, etc. e/d/i • Equity, diversity, and inclusion • Known as EDI outside of publishing, but abbreviated as above to avoid confusion Tech Forum 2021 #TechForum
  • 4. About the Working Group • Formed on Sep 17, 2020, by the Canadian Bibliographic Committee • All activities are approached with the intent of being inclusive, purposeful, and respectful • Group members speak as individuals, not as representatives of their organization, special interest group, or community • Intentionally diverse – Job departments, titles and tenureSupply chain position – Race and ethnicity – Gender and sexuality • Includes people not traditionally engaged in standards work Tech Forum 2021 #TechForum
  • 5. Current Practices • Industry already collects, stores & shares sensitive contributor information as it relates to so-called “diversity” attributes – I.e., places, dates, gender (although rarely used) • This process is not transparent and is not standardized in any way – Varies from company to company – Contributors often get very little input on what’s being said about them Tech Forum 2021 #TechForum
  • 6. The Big Question • Should the Canadian book industry actively collect, store, and share so-called “diverse” attributes about contributors? – How can this information best be communicated amongst relevant stakeholders? – What are best practices for current and future collection and use of this data? Tech Forum 2021 #TechForum
  • 7. Goals • Advise the Canadian Bibliographic Committee in selecting the wisest course of action to communicate e/d/i information about products and contributors • Proposal, guidelines, or best practices • Consider various stakeholder goals, issues, environmental factors and concerns, and find the appropriate balance among competing interests – Contributors (authors, illustrators, etc.) – Publishers – Retailers (including libraries) – Book buyers / readers Tech Forum 2021 #TechForum
  • 8. Group Charter 1. Conduct a thorough landscape review of current standards available to communicate e/d/i information 2. Establish the distinction between communicating e/d/i information about the product vs contributor 3. Identify e/d/i attributes that could be applied to contributors in product metadata Tech Forum 2021 #TechForum
  • 9. Process • Invite-only sessions — not recorded • Minutes shared with confidentiality watermarking • “Substitutions” and “observers” not allowed • Anonymous feedback form sent to Chair and lead BookNet organizer • Everything (meeting dates, discussion points) polled with transparent responses Tech Forum 2021 #TechForum
  • 10. Early Takeaways • Need to communicate best practices to industry on existing handling of information about contributors regardless if the industry increases this practice going forward • OwnVoices BISAC categories (introduced Dec 2020) take a similar approach of classifying data related to contributors – Limitations considering intersectionality necessitates defined best practice / usage notes – E.g., when Own Voices is used as a subject, the data sender should reduce ambiguity and specify how the book is Own Voices in descriptive text Tech Forum 2021 #TechForum
  • 11. Early Takeaways Initial discussions framed by two scenarios: 1. Where the contributor’s identity relates to the book’s content – E.g., a book about LGBTQ content in comic books written by a queer author – In practice, very similar to Own Voices 2. Where the contributor’s identity does not relate directly to the book’s content – E.g., a book about the comic book industry written by a queer author – When is lived experience irrelevant? Tech Forum 2021 #TechForum
  • 12. Case Study Canadian author indicator • Implemented to meet the needs of the Canadian industry, distinct from worldwide needs • A piece of contributor-level data • Canadians want to read books written by other Canadians, even if the content is unrelated to Canada itself Tech Forum 2021 #TechForum
  • 13. Coming Soon • Public webinar – To inform the people who are impacted by this kind of data collection (contributors) about current practices as well as our new concepts – To serve as a method of gathering information from Canadian contributors to see if their needs and concerns are being met – Mid-May to allow adequate time for registration – Will be followed by a questionnaire to gather feedback from attendees and other industry people, especially contributors • First white paper (post-webinar) summarizing responses from contributors and marginalized community members Tech Forum 2021 #TechForum
  • 14. Coming Soon • Identify a consultant / community organizer to weigh in on the issues of privacy, protection, consent, trauma, and harm that our conversations have brought up • Address gaps in current working group membership – Contributors – Disability representation – Independent bookstores • Evaluation of next steps – The future of the project looks different depending on what we learn from community engagement – Benefits vs risks for involved parties Tech Forum 2021 #TechForum
  • 15. Possible Future Work • Discuss existing vs. new structure to support this kind of metadata – Thema / other ONIX-based / non-ONIX entirely? • Engage community groups to ensure that potential categorization is respectful, accurate, and collaborative Tech Forum 2021 #TechForum
  • 16. Thank you! Tech Forum 2021 #TechForum