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2004 Texas Library Association Annual Conference, March 18, 2004, San Antonio, TX. Discovery Metadata for Special Collections Concepts, Considerations, Choices.

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2004 Texas Library Association Annual Conference, March 18, 2004, San Antonio, TX

Discovery Metadata for Special CollectionsConcepts, Considerations, Choices

William E. Moen<[email protected]>School of Library and Information SciencesTexas Center for Digital KnowledgeUniversity of North TexasDenton, TX 72603


Terminology metadata l.jpg
Terminology: 2004, San Antonio, TXMetadata

  • The result of processes (manual or automatic) performed on an object, where the result is a representation or derivative of salient features of the object

  • Structured data associated with an object that supports a variety of user tasks including:

    • Resource discovery

    • Information management

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Terminology: 2004, San Antonio, TXDiscovery

  • Functional Requirements for Bibliographic Records (FRBR) identified four tasks:

    • To find materials that correspond to the user's stated search criteria

    • To identify an entity

    • To select an entity that is appropriate to the user's needs

    • To acquire or obtain access to the entity described

  • How do we represent objects through metadata to help users discover resources?

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Users and their needs 2004, San Antonio, TX

  • Who are users of archives and special collection

    • End users

      • Researchers

      • Students

      • Local history aficionados

    • Staff

      • Metadata creators

      • Archivists

      • Librarians

      • Technologists

    • Software (e.g., search engines, metasearch applications, harvesters)

  • How will they interact with the metadata

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Conceptual & decision framework 2004, San Antonio, TX

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Metadata choices: 2004, San Antonio, TXEAD

  • Encoded Archival Description

  • Standard method for presenting archival finding aids

  • Includes two main parts:

    • Header – describes the finding aid

    • Archival description – describes the archival collection

  • Uses Extensible Markup Language (XML) to mark up the finding aid

  • Sample

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX



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Metadata choices: 2004, San Antonio, TXLibrary Catalog Record

  • Uses traditional library cataloging practices

  • Less detail than the finding aid approach

  • Represented in MARC syntax

  • Sample

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX



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Metadata choices: 2004, San Antonio, TXDublin Core

  • A simple resource description scheme geared towards discovery

  • Fifteen basic elements

  • Can be stored as metadata records in a database or embedded in HTML pages

  • Sample

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Considerations: 2004, San Antonio, TXStandards, Rules, Quality

  • Standard metadata schemes

    • Why invent your own?

  • Rules for creating metadata

    • Often the standards provide guidelines and rules

    • Consistent, complete, accurate metadata

  • How to assess quality? Diane Hillmann’s quality measures:

    • Completeness

    • Provenance

    • Accuracy

    • Conformance to expectations

    • Logical consistency or coherence

    • Timeliness

    • Accessibility

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Considerations: 2004, San Antonio, TXInteroperability

  • Use and reuse of metadata

  • Different applications may want to process the metadata

  • Adherence to standard metadata element sets

    • EAD

    • Library cataloging practices

    • Dublin Core

  • Adherence to standards for encoding

    • XML

    • MARC

    • HTML <Meta>

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Considerations: 2004, San Antonio, TXMaking objects visible

  • Metadata can make objects visible for discovery

  • Approaches

    • Native interface for searching (e.g., TARO, TSLAC catalog)

    • Web search engines

    • Open Archives Initiative Protocol for Metadata Harvesting

      • Exposing your metadata as Dublin Core records for harvesting via the OAI protocol

    • Library of Texas Resource Discovery Service

      • Metasearch application

      • Standards-based using Z39.50 information retrieval protocol

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX



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TARO? 2004, San Antonio, TX

Your Archives?

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Choices & Decisions 2004, San Antonio, TX

  • Who are your users and how will they discover your resources?

  • What standard metadata scheme best fits your objects and users?

  • How will you assure quality of your metadata?

  • How will you make your metadata visible?

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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Selected References 2004, San Antonio, TX

  • Dublin Core Metadata

    • http://www.dublincore.org/

  • Encoded Archival Description (EAD)

    • http://www.loc.gov/ead/

  • Functional Requirements for Bibliographic Records

    • http://www.ifla.org/VII/s13/frbr/frbr.pdf

    • http://www.ifla.org/VII/s13/frbr/frbr.htm

  • Library of Texas Resource Discovery Service

    • http://www.libraryoftexas.org/

  • Open Archives Initiative for Metadata Harvesting

    • http://www.openarchives.org/

  • Hillmann & Bruce. The Continuum of Quality: Defining, Expressing, Exploiting (Draft preprint)

    • http://content.nsdl.org/metadata_practice/hillmann_bruce_final.html

TLA Annual Conference -- March 18, 2004 -- San Antonio, TX


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