Metadata talk at Sherif

1. THE EXISTING CHALLENGES AND OPPORTUNITIES IN THE
CATALOGUING AND METADATA FUNCTION OF SOUTHAMPTON SOLENT
G E T A N E H A L E M U , D A V I D W R I G H T , F O T I S M Y S T A K O P O U L O S & I A N M c C U L L O C H
Presented at SHERIF Event on “Save the time of the (e)reader: easier access for all?”
Monday 25th June 2018, JISC Collections, Brettenham House, London WC2E 7EN.

2. KEY OBJECTIVES• Cataloguing print and e-resources
 RDA, WebDewey
 FRBRised, De-duplicated
• Discovery services
 Primo
• Meeting users needs
 CSE (KPIs)

3. http://www.ifii.org.tw/focus_trend_login.php?num=68
“The convenience of the
public is always to be set
before the ease of the
cataloguer.” Cutter, 1904

4. WE’VE COME A LONG WAY…

5. ... AND THEN AACR2

6. 177,000
143,000
137,000
12,000
20,000
34,000
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
200,000
2014 2015 2016
Shifting patterns
Print Books Ebooks
•80% resources budget goes to
electronic (databases, e-journals,
e-books)
•Moved to electronic versions of
newspapers
•Shibboleth & WAYFless access
•Measuring usage

7. CHALLENGES
 Quality
 Completeness
 Timeliness
 Interoperability due to disparate systems
 Implications on users

8. LMS
8
Metadata
principles
Metadata
standards
Technical
formats

9. ENRICHING THROUGH
RESOURCE DESCRIPTION AND ACCESS (RDA)

10. BALANCING ACT: ENRICHING VERSUS
QUALITY
• ‘Useful’ rather than ‘perfect’ metadata
• Controlled vocabularies (subject headings and authorities)
• Local subjects
• Allowing multiple interpretations of things
• Incorporating multiple access points
• Ensuring metadata quality

11. A CATALOGUE
RECORD
D a t a - r i c h i n t e r f a c e

12. • A continuous process of
enhancement
• A behind the scenes (MARC)
• As many fields as possible
• Populate with data
• Stay true to cataloguing
• Index whatever is necessary
ENRICHING

13. • W h y l i m i t y o u r s e l f ?
• E v e r y w o r d c o u l d b e a n
i n d e x
ENRICHING…

14. ENRICHING ---

15. • Imported 15,000 LC subject headings (2016/17)
• Imported 65,000 LC authorities (2016/17)
• Embedded LC headings and authorities within LMS (automatic
updates) (2017/18)
• Metadata sharing with community (2018/19)
METADATA QUALITY

16. WEMI – AVOIDING DUPLICATION

17. SAME WORK, DIFFERENT EDITIONS,
CHANGING AUTHORS

18. SAME WORK, DIFFERENT EDITIONS, CHANGING
AUTHORS (CONT’D)

19. METADATA FOR LIBRARIES
“Metadata plays a critical role in the function of any
discovery service. Search, relevancy ranking, faceted
refinement, and recording grouping function (FRBR) all
respond to the metadata present.”
(Han & Weathers, 2016, p, 275 in Varnum, 2016).

20. FILTERING

21. • Resource Type
• Library
• Printed Collection
• Topic
• Author
• Publication Year
FACETS

22. COLLECTIONS

23. BROWSING

24. FRBRISATION
• Latest editions displayed first
• FRBR criteria – matching title and author
fields
• Authority headings – standardisation and
consistency in recording authors

25. FRBR REQUIRES
STRUCTURED
METADATA

26. FRBR REQUIRES CONSISTENT
METADATA
 Selwyn, Norman
 Selwyn, NM
 Selwyn, Norman M
Consistency
• We changed > 46,000 personal author names according to Library of Congress and
British Library name authority lists

27. SINGLE RECORD MULTIPLE EXPRESSIONS

28. INTEGRATED SYSTEMS - LMS
• A single platform
• Grouping related works together
• Metadata sharing
• Instantaneous feeding of bibliographic, holdings and items data to Primo discovery
• Supporting new standards (Linked Data, BIBFRAME)
• Subject headings and authorities

29. INDICATORS
• Quality
• Timeliness
• Enquiries answered
• Complaints resolved
• Improved discoverability
- urgent print and e-books ordered, receipted and catalogued within 24 hours

30. ... WE LIBRARIANS DO
CARE ABOUT METADATA
• Theory and principles (Paul Otlet, Ranganathan, Melville Dewey, Eugene
Garfield)
• Standards – ISBD, AACR2, RDA, FRBR, Dublin Core, MARC, BIBFRAME
• Tools – Taxonomies, thesauri, ontologies, classification schemes
• Principles of sufficiency and necessity, user convenience, representation and
standardisation (IFLA, 2009; Svenonius, 2000).
• S. R. Ranganathan’s five laws

31. THE FUTURE OF METADATA…

32. THE FUTURE OF METADATA:
E N R I C H E D , L I N K E D , O P E N A N D F I LT E R E D

33. THANK YOU!