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Slide 1:Metadata: practice and practice

Lorcan Dempsey VP Research and Chief Strategist CLIR/DLF. Managing Digital Assets: A Primer for Library and Information Technology Administrators   Charleston, SC February 4-6, 2005   Welcome. My name is Jay Jordan and I am President and CEO of OCLC. I am joined today by Cathy De Rosa, Vice President of Corporate Marketing for OCLC. We are pleased to be able to discuss with you today a report that we recently completed for the OCLC Membership – The 2002 OCLC Environmental Scan – Pattern Recognition. Welcome. My name is Jay Jordan and I am President and CEO of OCLC. I am joined today by Cathy De Rosa, Vice President of Corporate Marketing for OCLC. We are pleased to be able to discuss with you today a report that we recently completed for the OCLC Membership – The 2002 OCLC Environmental Scan – Pattern Recognition.

Slide 2:Overview

Part 1 Part 2 Part 3 Part 4

Slide 3:Some themes

Consolidation: fragmentation gets in the way Industrialization: much of our metadata creation is a cottage industry: current approaches will not scale Cost: value Intellectual and machine: need to work harder to programmatically create metadata Institutions and service: move from projects to service

Slide 4:Example: Metasearch/portal

Metadata is everywhere ;-)

Slide 5:A ‘portal’ turned inside out …

Common services Content services Application services Presentation services I need a few references

Common services Content services Application services Presentation services authentication

Common services Content services Application services Presentation services Directory: user profile

Common services Content services Application services Presentation services Query broker

Common services Content services Application services Presentation services Directory: service/collection description

Common services Content services Application services Presentation services Content: results list I’d like to get this book.

Common services Content services Application services Presentation services Request broker

Common services Content services Application services Presentation services Directory: ILL policy

Common services Content services Application services Presentation services Directory: service/collection description

Common services Content services Application services Presentation services Content: circ/ILL system I need this article too. Common services Content services Application services Presentation services Request broker

Common services Content services Application services Presentation services openURL resolver

Common services Content services Application services Presentation services Directory: local knowledge base

Slide 18:Nearly there …

Common services Content services Application services Presentation services Directory: service/collection description

Common services Content services Application services Presentation services Content: article Directory: ILL policy

Common services Content services Application services Presentation services Authentication Directory: user profile Query broker Directory: service/collection description Reference db Request broker Circ/ILL system OpenURL resolver Directory: local knowledge base Article db Metadata for multiple entities required to support operations. This picture could be extended in multiple ways.

Slide 21:Metadata as intelligence …

Know what resources are available Know how to play a resource Know provenance of a resource Know what use policy governs a resource Know how to ingest a resource Know how to interact with a resource Know how to compose/decompose resources …

… allows people and machines to work smarter …

Slide 22:Metadata?

Slide 23:Metadata?

Schematized … … statements about … … resources

Something about Resources

Slide 25:Resources: everything that moves

Multiple types of information Objects Collections Services People Organizations Places Terms Formats Rights Business terms License … and will support multiple operations Discovery to delivery Digital asset management Publishing interfaces: intersections between user information spaces and library information spaces

Slide 26:Different classes of metadata increasingly a part of complex object models

SCORM/Content package METS MPEG 21 … Descriptive Structural Technical Administrative Rights Preservation Tracking Provenance

Slide 27:Community?

* * * *

Slide 28:So …

More than discovery … More than information objects … More than library …

Something about schematized

Slide 30:Simple descriptive metadata!!

FRBR INDECS CIDOC … MARC21 DC VRA Core MODS Onix … Cataloging rules Controlled vocabs. … XML ISO2709 …

OAI

Slide 32:OAI-based mediation

Slide 33:OAI

A way of ‘publishing’ processable metadata on the network A way of synchronizing databases And … The same for resources themselves? A nice building block for other services

Slide 34:An example

Following pages show some experimental services where OAI is used to ‘publish’ metadata. There is a WIKI interface to metadata stores managed under OAI.

Slide 35:Front page to Jeff Young’s Wiki registries and services (OCLC internal)Front page to Jeff Young’s Wiki registries and services (OCLC internal)

Slide 37:1 of 31 of 3

Edit Tools

Slide 39:(1 of 3) Wiki editing view of METS record – user can input/modify metadata and references (future enhancement planned: drop-downs for schema – we’ll keep instances of the schema in an OAI file, and build a registry of schema)(1 of 3) Wiki editing view of METS record – user can input/modify metadata and references (future enhancement planned: drop-downs for schema – we’ll keep instances of the schema in an OAI file, and build a registry of schema)

Slide 40:3 of 3 User completes process, update will automatically update METS record3 of 3 User completes process, update will automatically update METS record

Slide 41:Interoperability

Recombinant potential Economic and service issues Cost

Slide 42:Interoperability a factor at all these levels .. For example ..

Encoding Element set Content/values Encoding Element set Content/values Examples: Z39.2/MARC/AACR DC OAI

Slide 43:Importance of agreements

DC profile Vocabularies

Slide 44:This gives a context for discussing …

Traditional library practice Strive for consistency at all three levels in the ISO 2709/MARC/AACR model Institutionalised in standards, OCLC/RLG/LC, committees, … Dublin Core Consistency of element set A small number of encodings Content/values subject to separate agreement OAI A transport for resources. No control over the transported resources So …

Something about collections

Slide 48:Collections grid

high low low high Stewardship Uniqueness

Slide 49:Collections grid

high low low high E-learning E-research Publishing Cultural heritage disclosure Reformatting Digital asset management Amazoogle D2D

Slide 50:Some observations

Bought materials Licensed materials Special collections/archives Research and learning materials Metadata Cost/value Routine? Consolidated?

Slide 51:Making data work

Reading in the dark

Slide 57:Some thoughts …

Fragmentation Fragmentation reduces gravitational pull Fragmentation increases cost Consolidation Services Processing Mobilize collective capacity Routinization/industrialization Programmatic extraction of metadata from digital resources Agreement Plural disclosure Want to make stuff available in lots of ways

Thank you! Lorcan Dempsey [email protected]
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