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Metadata Sharing Beyond Your
Institution
JENN RILEY
METADATA LIBRARIAN
INDIANA UNIVERSITY DIGITAL LIBRARY PROGRAM
Northern California Technical Processes Group

4/11/2008
Northern California Technical Processes Group

4/11/2008
Northern California Technical Processes Group

4/11/2008
Northern California Technical Processes Group

4/11/2008
Northern California Technical Processes Group

4/11/2008
What does this record describe?
<dc:title>Bowie County Texas (County Number 19,
Supplementary Sheet D)</dc:title>
<dc:creator>Texas Transportation Planning and Programming
Division.</dc:creator>
<dc:subject>Texarkana</dc:subject>
<dc:subject>Kennedy Lake</dc:subject>
<dc:subject>Coca Cola Lake</dc:subject>
<dc:subject>Hobo Jungle Park</dc:subject>
<dc:publisher>The General Libraries, University of
State</dc:publisher>
<dc:identifier>http://library.university.edu/raw/tcbowid1.html
</dc:identifier>
Record harvested via OAI PMH 2-26-2007
Northern California Technical Processes Group

4/11/2008
Northern California Technical Processes Group

4/11/2008
And this one?
<dc:identifier>http://museum.university.edu/unique identifier</dc:identifier>
<dc:publisher>State University Museum of Ichthyology, Fish Field
Notes</dc:publisher>
<dc:format>jpeg</dc:format>
<dc:rights>These pages may be freely searched and displayed. Permission must be
received for subsequent distribution in print or electronically. Please go to
http://museum,univeristy,edu/ for more information.</dc:rights>
<dc:type>image</dc:type>
<dc:description>1926; 0070; 06; Little S. Br. Pere Marquette R.; THL26-68; 71300;
71301; 71302; 71303; 71304; 71305; 71306; 71307; 71308; 71309; 07; 1926/07/06;
R12W; S09; Second collector Moody; T16N</dc:description>
<dc:subject>Cottus bairdi; Esox lucius; Cottus cognatus; Etheostoma nigrum; Salmo
trutta; Oncorhynchus mykiss; Catostomus commersoni; Pimephales notatus;
Margariscus margarita; Rhinichthys atratulus; mottled sculpin; northern pike; slimy
sculpin; johnny darter; brown trout; rainbow trout; white sucker; bluntnose minnow…
</dc:subject>
Record harvested via OAI PMH 2-27-2007
<dc:language>UND</dc:language>
<dc:source>Michigan 1926 Langlois, v. 1 1926--1926; </dc:source>
Northern California Technical Processes Group

4/11/2008
Northern California Technical Processes Group

4/11/2008
Why Share?
Sharing benefits users




One-stop searching (maybe)
Ability to create customized searches of specific domains
Brings together distributed collections

Sharing benefits your institution





Increases exposure of collections
Broadens user base
Potentially adds collaboration opportunities
We can no longer assume that users will come through the
front door—sharing metadata gets us “in the flow”

Northern California Technical Processes Group

4/11/2008
Sharing better allows our users to help us

Northern California Technical Processes Group

4/11/2008
Sharing metadata: Federated search
The distributed databases are searched directly.
<title>My
resource</
title>
<date>04

Mill?

<title>My
resource</
title>
<date>04

<title>My
resource</
title>
<date>04

For Example:
Z39.50, SRU

Northern California Technical Processes Group

4/11/2008
Sharing metadata: Data aggregation
The user searches a pre-aggregated database of metadata
from diverse sources.
Mill?
<title>My
resource</
title>
<date>04

Northern California Technical Processes Group

For Example: Search engines,
union catalogs, OAI PMH,
RSS
4/11/2008
?????

Collection
Registries

Photograph from
Indiana University
Charles W. Cushman
Collection
Northern California Technical Processes Group

GEM

4/11/2008
Today’s metadata aggregation environment
Users often discover material through shared

records, not through your front door
Users don’t know about your collection or won’t
remember it
Shared records lead users to local environment
where full context is available
Because users enter through “deep” links, they
may bypass introductory information that provides
the larger context for a collection
Northern California Technical Processes Group

4/11/2008
Finding the right balance
Metadata providers know the materials



Document encoding schemes, controlled vocabularies,
and metadata creation practices
Ensure record validity

Aggregators have the processing power





Format conversion
Reconcile known vocabularies
Normalize data
Batch metadata enhancement

Northern California Technical Processes Group

4/11/2008
Shareable Metadata…
Is quality metadata
Promotes search interoperability - “the ability

to perform a search over diverse sets of
metadata records and obtain meaningful
results” (Priscilla Caplan)
Is human understandable outside of its local
context
Is useful outside of its local context
Preferably is machine processable
Northern California Technical Processes Group

4/11/2008
Shareable Metadata as a View
Metadata is not monolithic
Metadata should be a view projected from a single

information object
Create multiple views appropriate for groups of
important sharing venues
Depends on:
Use
 Audience


Northern California Technical Processes Group

4/11/2008
The Cs & Ss of Shareable Metadata
Content
Coherence
Context
Communication
Consistency
Conformance to
Standards
Northern California Technical Processes Group

4/11/2008
Albany Library historic photo DC record

Northern California Technical Processes Group

4/11/2008
Basic metadata sharing workflow
Transform

Plan
Choose
standards
for native
metadata

Who to
share
with?

Create

Create metadata
(thinking about
shareability)

Choose
shared
metadata
formats

Write metadata
creation guidelines

Northern California Technical Processes Group

Perform conceptual
mapping

Perform technical
mapping

Validate
transformed
metadata

Share

Assess

Implement sharing
protocol

See who is
collecting your
metadata

Communicate with
aggregators

Review your
metadata in
aggregations

Test shared
metadata with
protocol
conformance tools

4/11/2008
Three possible OAI-PMH workflows

Northern California Technical Processes Group

MODS

OAI data
provider
module
MARCXML

QDC

OAI Harvester

DC

Transformation

Metadata
creation
system

QDC

Static
Repository
Gateway

Metadata
creation
module

Transformation

Metadata
creation
module

Transformation

Digital asset management system

MODS

Stand-alone
OAI data
provider
DC

MARCXML

4/11/2008
Crosswalking – conceptual mapping
Pathways to Digital Information - Crosswalks

Northern California Technical Processes Group

4/11/2008
Crosswalking - XSLT

Northern California Technical Processes Group

4/11/2008
Working around system limitations
Many digital asset management systems don’t

support a second shareable copy of records
Do your best to split the difference with system
records
Use creative interface design for your local system
Use extra-protocol documentation for
communicating with aggregators
Lobby your vendor!

Northern California Technical Processes Group

4/11/2008
Before you share…
Look at the record as the aggregator will see it






Appropriate view?
Consistent?
Context provided?
Does the aggregator have what they need?
Documented?

Can a stranger tell you what the record describes?

Northern California Technical Processes Group

4/11/2008
Thank you!
Questions?
For more information:





jenlrile@indiana.edu
These presentation slides:
<http://www.dlib.indiana.edu/~jenlrile/presentations/
nctpg2008/metadataSharing.ppt>
Shreeves, Sarah L., Jenn Riley, and Liz Milewicz. "Moving
towards shareable metadata." First Monday 11, no. 8 (7 August
2006).
<http://www.firstmonday.org/issues/issue11_8/shreeves/
index.html>

Northern California Technical Processes Group

4/11/2008

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Metadata Sharing Beyond Your Institution

  • 1. Metadata Sharing Beyond Your Institution JENN RILEY METADATA LIBRARIAN INDIANA UNIVERSITY DIGITAL LIBRARY PROGRAM
  • 2. Northern California Technical Processes Group 4/11/2008
  • 3. Northern California Technical Processes Group 4/11/2008
  • 4. Northern California Technical Processes Group 4/11/2008
  • 5. Northern California Technical Processes Group 4/11/2008
  • 6. Northern California Technical Processes Group 4/11/2008
  • 7. What does this record describe? <dc:title>Bowie County Texas (County Number 19, Supplementary Sheet D)</dc:title> <dc:creator>Texas Transportation Planning and Programming Division.</dc:creator> <dc:subject>Texarkana</dc:subject> <dc:subject>Kennedy Lake</dc:subject> <dc:subject>Coca Cola Lake</dc:subject> <dc:subject>Hobo Jungle Park</dc:subject> <dc:publisher>The General Libraries, University of State</dc:publisher> <dc:identifier>http://library.university.edu/raw/tcbowid1.html </dc:identifier> Record harvested via OAI PMH 2-26-2007 Northern California Technical Processes Group 4/11/2008
  • 8. Northern California Technical Processes Group 4/11/2008
  • 9. And this one? <dc:identifier>http://museum.university.edu/unique identifier</dc:identifier> <dc:publisher>State University Museum of Ichthyology, Fish Field Notes</dc:publisher> <dc:format>jpeg</dc:format> <dc:rights>These pages may be freely searched and displayed. Permission must be received for subsequent distribution in print or electronically. Please go to http://museum,univeristy,edu/ for more information.</dc:rights> <dc:type>image</dc:type> <dc:description>1926; 0070; 06; Little S. Br. Pere Marquette R.; THL26-68; 71300; 71301; 71302; 71303; 71304; 71305; 71306; 71307; 71308; 71309; 07; 1926/07/06; R12W; S09; Second collector Moody; T16N</dc:description> <dc:subject>Cottus bairdi; Esox lucius; Cottus cognatus; Etheostoma nigrum; Salmo trutta; Oncorhynchus mykiss; Catostomus commersoni; Pimephales notatus; Margariscus margarita; Rhinichthys atratulus; mottled sculpin; northern pike; slimy sculpin; johnny darter; brown trout; rainbow trout; white sucker; bluntnose minnow… </dc:subject> Record harvested via OAI PMH 2-27-2007 <dc:language>UND</dc:language> <dc:source>Michigan 1926 Langlois, v. 1 1926--1926; </dc:source> Northern California Technical Processes Group 4/11/2008
  • 10. Northern California Technical Processes Group 4/11/2008
  • 11. Why Share? Sharing benefits users    One-stop searching (maybe) Ability to create customized searches of specific domains Brings together distributed collections Sharing benefits your institution     Increases exposure of collections Broadens user base Potentially adds collaboration opportunities We can no longer assume that users will come through the front door—sharing metadata gets us “in the flow” Northern California Technical Processes Group 4/11/2008
  • 12. Sharing better allows our users to help us Northern California Technical Processes Group 4/11/2008
  • 13. Sharing metadata: Federated search The distributed databases are searched directly. <title>My resource</ title> <date>04 Mill? <title>My resource</ title> <date>04 <title>My resource</ title> <date>04 For Example: Z39.50, SRU Northern California Technical Processes Group 4/11/2008
  • 14. Sharing metadata: Data aggregation The user searches a pre-aggregated database of metadata from diverse sources. Mill? <title>My resource</ title> <date>04 Northern California Technical Processes Group For Example: Search engines, union catalogs, OAI PMH, RSS 4/11/2008
  • 15. ????? Collection Registries Photograph from Indiana University Charles W. Cushman Collection Northern California Technical Processes Group GEM 4/11/2008
  • 16. Today’s metadata aggregation environment Users often discover material through shared records, not through your front door Users don’t know about your collection or won’t remember it Shared records lead users to local environment where full context is available Because users enter through “deep” links, they may bypass introductory information that provides the larger context for a collection Northern California Technical Processes Group 4/11/2008
  • 17. Finding the right balance Metadata providers know the materials   Document encoding schemes, controlled vocabularies, and metadata creation practices Ensure record validity Aggregators have the processing power     Format conversion Reconcile known vocabularies Normalize data Batch metadata enhancement Northern California Technical Processes Group 4/11/2008
  • 18. Shareable Metadata… Is quality metadata Promotes search interoperability - “the ability to perform a search over diverse sets of metadata records and obtain meaningful results” (Priscilla Caplan) Is human understandable outside of its local context Is useful outside of its local context Preferably is machine processable Northern California Technical Processes Group 4/11/2008
  • 19. Shareable Metadata as a View Metadata is not monolithic Metadata should be a view projected from a single information object Create multiple views appropriate for groups of important sharing venues Depends on: Use  Audience  Northern California Technical Processes Group 4/11/2008
  • 20. The Cs & Ss of Shareable Metadata Content Coherence Context Communication Consistency Conformance to Standards Northern California Technical Processes Group 4/11/2008
  • 21. Albany Library historic photo DC record Northern California Technical Processes Group 4/11/2008
  • 22. Basic metadata sharing workflow Transform Plan Choose standards for native metadata Who to share with? Create Create metadata (thinking about shareability) Choose shared metadata formats Write metadata creation guidelines Northern California Technical Processes Group Perform conceptual mapping Perform technical mapping Validate transformed metadata Share Assess Implement sharing protocol See who is collecting your metadata Communicate with aggregators Review your metadata in aggregations Test shared metadata with protocol conformance tools 4/11/2008
  • 23. Three possible OAI-PMH workflows Northern California Technical Processes Group MODS OAI data provider module MARCXML QDC OAI Harvester DC Transformation Metadata creation system QDC Static Repository Gateway Metadata creation module Transformation Metadata creation module Transformation Digital asset management system MODS Stand-alone OAI data provider DC MARCXML 4/11/2008
  • 24. Crosswalking – conceptual mapping Pathways to Digital Information - Crosswalks Northern California Technical Processes Group 4/11/2008
  • 25. Crosswalking - XSLT Northern California Technical Processes Group 4/11/2008
  • 26. Working around system limitations Many digital asset management systems don’t support a second shareable copy of records Do your best to split the difference with system records Use creative interface design for your local system Use extra-protocol documentation for communicating with aggregators Lobby your vendor! Northern California Technical Processes Group 4/11/2008
  • 27. Before you share… Look at the record as the aggregator will see it      Appropriate view? Consistent? Context provided? Does the aggregator have what they need? Documented? Can a stranger tell you what the record describes? Northern California Technical Processes Group 4/11/2008
  • 28. Thank you! Questions? For more information:    jenlrile@indiana.edu These presentation slides: <http://www.dlib.indiana.edu/~jenlrile/presentations/ nctpg2008/metadataSharing.ppt> Shreeves, Sarah L., Jenn Riley, and Liz Milewicz. "Moving towards shareable metadata." First Monday 11, no. 8 (7 August 2006). <http://www.firstmonday.org/issues/issue11_8/shreeves/ index.html> Northern California Technical Processes Group 4/11/2008