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Reinventing Cataloging:
Models for the Future of Library
Operations
ALA Midwinter 2014
Philadelphia, PA, USA
January 24, 2014
!

Eric Miller
em@zepheira.com
!

#bibflow

!1
!

BibFlow!

!2
The Question
!

What does the adoption of BIBFRAME
mean to technical services workflow in an
academic library?!
Challenges
•

Interdependency across library functions that is the
root of our difficulty with changing any part of our
local environment for fear of disrupting others

•

Initial benefits achieved by consolidation on a single
data format and software system (i.e., an Integrated
Library System) has become a constraint on our
flexibility in rapidly changing times

•

It require years of planning to replace a key software
system or convert huge amounts of legacy data
!

We can (have to) do better!
The Project
•

Libraries need to implement new standards and
technologies, but we cannot adopt them in an
environment constrained by complex workflows and
interdependencies on a large ecosystem of data,
software and service providers that are change resistant
and motivated to continue with the current library
standards

•

Research is required on how research libraries should
adapt our practices, workflows, software systems and
partnerships to support our evolution to new standards
and technologies.
2 year Project
Goals
•

A research agenda and set of activities to advance our community’s
understanding of:
•

today’s resource description landscape

•

the current and desired future state of our environment

•

Develop a roadmap from our research and experimenting that the library
community can reference for planning investments and changes over the
coming years.

•

greatest focus on academic library technical services processes, including
acquisitions, licensing, cataloging, processing, digitizing, and so on.

•

But also look at the impact of the new standards and technologies on related
operations that rely on the same library data, such as circulation, interlibrary
loan, and public catalogs.
Rethinking the Library as a
Web of Data
•

We have an opportunity to deconstruct the full library ecosystem

•

Leveraging web strategy combine with understanding of current
landscape to rethinking:
•

local metrics

•

cooperative metrics

•

relationship of Tech services to other departments, workflows

•

relationships between libraries

•

relationships with vendors
Methodology
•

Ask key questions of all stakeholders about the
benefit/challenges and concerns about current
environment and workflows

•

Assume that current practice is dictated by the
legacy systems we have grown accustomed to,
and can be changed

•

Test some data, explore ideas about linking and
sharing that we have been thinking about
Questions
•

How does existing software, systems and workflows inhibit
adoption of new standards?
•

Need to recognize we may have unhelpful dependency
on the systems and the workflow imposed on us by
them

•

Rethink how we can introduce new standards into the
current workflows

•

Or better, let go of workflows that are system dictated
and decide what you want to do. With open data on the
web, so many more options are available.
The Question
•

What is the impact of conversion?
•

MARC (or X, Y, Z …) to BIBFRAME

•

Benefits and limitations

•

New ways to support curation and connections
(cataloging *and* catalinking)
The Question

•

What can be achieved by a next generation library
management system using new standards?
•

Value proposition and return on investment
The Question
•

How might next generation library management
systems and workflows work in the wider library
data ecosystem?
•

Economies of scale, lessons learned from other
communities / industries
Quick example of
New kinds of “Workflows” on Web
RDF
BIBFRAME
isPartOf

isPartOf

Incoming Actions for Bluebeard: a novel
2007-02-03: New translation work created Barbablù
would you like to update your resource to connect to it?
2007-02-03: New Collection created Bluebeard Collection
would you like to update your resource to connect to it?
The Question

•

Can libraries adopt at different times?
•

Benefits and costs of bleeding edge, leading
edge, fast followers and impact of long tail
The Question

•

What investments should libraries make and when?
•

Biggest bang for buck
The Process
•

Identify and collect test data

•

Map test data

•

Explore conversion and ingest of test data

•

Develop and test prototype discovery and display
system

•

Develop and test BIBFRAME-based transfer and
exchange system
VENDORS

!

Other Libraries
OCLC, YPB, others
Library of Congress

TOOLS

!

!

OLE

University of
California, Davis

ViewShare

MARC records

VUFind

Aleph, Worldcat,
OCLC YBP, etc.

!
!
!

METADATA

!

!

Dublin Core

!

EAD, MODS

Google Scholar

!
!

DDI, FGDC. DFDL

!

Custom Schemas

WORKFLOWS

!

Localized
Vendor-Driven
Standardized
Project Schedule
•
•
•

•

Project formation,
Discovery phase
•
MARC data Non-MARC data
collection
collection
• Discovery Pipeline
Communication
• Develop OLE prototype
• Data Conversion •
Workflows and
• Initial OLE integration
Interfaces
• Outreach
• Test Data Exchange
•

Outreach

•
•
•

We are here
2 years

Continue Testing
Development Wrapup
Roadmap
The Deliverables
•

Sample test data sets

•

Prototype discovery and display system code

•

Project reports

•

Links to related projects

•

Comment mechanisms
Anticipated Outcomes
•

A well vetted and researched roadmap
•

And you can help - start now (education,
experimentation, prototype, partner)

•

Reduce “fear” of the unknown

•

Clear understanding of impact of moving toward
BIBFRAME and the Web as a Platform for
supporting the future of library operations
Thank you
If you have any questions,
!
!

or would like to learn more about BibFlow, BIBFRAME, or
components of this work
!

http://zepheira.com/alamw14
!

!26
Time Permitting
!28
!29
author

Book
hasInstance
subject

publisher

!30
author

Book
hasInstance
subject

publisher

!31
author

Book

author

Book

isVariantOf

hasVariant
hasInstance

hasInstance
subject

subject

publisher

publisher

!32
demo!

!33
!34
!35
!36

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Ala bh-em-201424-9

  • 1. ! Reinventing Cataloging: Models for the Future of Library Operations ALA Midwinter 2014 Philadelphia, PA, USA January 24, 2014 ! Eric Miller em@zepheira.com ! #bibflow !1
  • 3. The Question ! What does the adoption of BIBFRAME mean to technical services workflow in an academic library?!
  • 4. Challenges • Interdependency across library functions that is the root of our difficulty with changing any part of our local environment for fear of disrupting others • Initial benefits achieved by consolidation on a single data format and software system (i.e., an Integrated Library System) has become a constraint on our flexibility in rapidly changing times • It require years of planning to replace a key software system or convert huge amounts of legacy data
  • 5. ! We can (have to) do better!
  • 6. The Project • Libraries need to implement new standards and technologies, but we cannot adopt them in an environment constrained by complex workflows and interdependencies on a large ecosystem of data, software and service providers that are change resistant and motivated to continue with the current library standards • Research is required on how research libraries should adapt our practices, workflows, software systems and partnerships to support our evolution to new standards and technologies.
  • 8. Goals • A research agenda and set of activities to advance our community’s understanding of: • today’s resource description landscape • the current and desired future state of our environment • Develop a roadmap from our research and experimenting that the library community can reference for planning investments and changes over the coming years. • greatest focus on academic library technical services processes, including acquisitions, licensing, cataloging, processing, digitizing, and so on. • But also look at the impact of the new standards and technologies on related operations that rely on the same library data, such as circulation, interlibrary loan, and public catalogs.
  • 9. Rethinking the Library as a Web of Data • We have an opportunity to deconstruct the full library ecosystem • Leveraging web strategy combine with understanding of current landscape to rethinking: • local metrics • cooperative metrics • relationship of Tech services to other departments, workflows • relationships between libraries • relationships with vendors
  • 10. Methodology • Ask key questions of all stakeholders about the benefit/challenges and concerns about current environment and workflows • Assume that current practice is dictated by the legacy systems we have grown accustomed to, and can be changed • Test some data, explore ideas about linking and sharing that we have been thinking about
  • 11. Questions • How does existing software, systems and workflows inhibit adoption of new standards? • Need to recognize we may have unhelpful dependency on the systems and the workflow imposed on us by them • Rethink how we can introduce new standards into the current workflows • Or better, let go of workflows that are system dictated and decide what you want to do. With open data on the web, so many more options are available.
  • 12. The Question • What is the impact of conversion? • MARC (or X, Y, Z …) to BIBFRAME • Benefits and limitations • New ways to support curation and connections (cataloging *and* catalinking)
  • 13. The Question • What can be achieved by a next generation library management system using new standards? • Value proposition and return on investment
  • 14. The Question • How might next generation library management systems and workflows work in the wider library data ecosystem? • Economies of scale, lessons learned from other communities / industries
  • 15. Quick example of New kinds of “Workflows” on Web
  • 16. RDF
  • 18. isPartOf isPartOf Incoming Actions for Bluebeard: a novel 2007-02-03: New translation work created Barbablù would you like to update your resource to connect to it? 2007-02-03: New Collection created Bluebeard Collection would you like to update your resource to connect to it?
  • 19. The Question • Can libraries adopt at different times? • Benefits and costs of bleeding edge, leading edge, fast followers and impact of long tail
  • 20. The Question • What investments should libraries make and when? • Biggest bang for buck
  • 21. The Process • Identify and collect test data • Map test data • Explore conversion and ingest of test data • Develop and test prototype discovery and display system • Develop and test BIBFRAME-based transfer and exchange system
  • 22. VENDORS ! Other Libraries OCLC, YPB, others Library of Congress TOOLS ! ! OLE University of California, Davis ViewShare MARC records VUFind Aleph, Worldcat, OCLC YBP, etc. ! ! ! METADATA ! ! Dublin Core ! EAD, MODS Google Scholar ! ! DDI, FGDC. DFDL ! Custom Schemas WORKFLOWS ! Localized Vendor-Driven Standardized
  • 23. Project Schedule • • • • Project formation, Discovery phase • MARC data Non-MARC data collection collection • Discovery Pipeline Communication • Develop OLE prototype • Data Conversion • Workflows and • Initial OLE integration Interfaces • Outreach • Test Data Exchange • Outreach • • • We are here 2 years Continue Testing Development Wrapup Roadmap
  • 24. The Deliverables • Sample test data sets • Prototype discovery and display system code • Project reports • Links to related projects • Comment mechanisms
  • 25. Anticipated Outcomes • A well vetted and researched roadmap • And you can help - start now (education, experimentation, prototype, partner) • Reduce “fear” of the unknown • Clear understanding of impact of moving toward BIBFRAME and the Web as a Platform for supporting the future of library operations
  • 26. Thank you If you have any questions, ! ! or would like to learn more about BibFlow, BIBFRAME, or components of this work ! http://zepheira.com/alamw14 ! !26
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