1. Metadata Working Group Forum Cornell 2008-05-16 1 Metadata Normalization A Case Study in Primo -- and -- Linked Open Data In Libraries

2. Metadata Working Group Forum Cornell 2008-05-16 2 Topical Overview Non-OPAC Discovery Systems ILS - Discovery System Interoperability SFX Optimization Metadata Normalization Ex Libris’ Primo - A Case Study –Front end and System Overview –Primo - System Demo –Primo - NYU’s Implementation

3. Metadata Working Group Forum Cornell 2008-05-16 3 Topical Overview Primo (Cont) –Metadata and Data Analysis –Challenges and Possibilities Common Models and Linked Open Data – An Alternative Approach Data Harmonization Benefits –Authority Control –Application Profiles –A possible future for Bibliographic Data

4. Metadata Working Group Forum Cornell 2008-05-16 4 Not an OPAC Replacement Primo, Endeca, Encore, AquaBrowser, Library Find, VUFind, WorldCat Local Not OPAC Replacements –More seamless discovery –“Web 2.0” –Fewer Clicks - ease of use –Cross-depository discovery

5. Metadata Working Group Forum Cornell 2008-05-16 5 Encore by III “Encore goes beyond the online-catalog model to provide a better patron experience that leverages library content and patron- contributed information. Key features include: –Faceted search by multiple parameters –RightResult™ relevance-ranking –Real-time holdings and status information –Suggested links to content related to the user's search” http://www.iii.com/encore/main_index2.html

6. Metadata Working Group Forum Cornell 2008-05-16 6 AquaBrowser “Whatever it is, wherever it is, patrons can quickly and easily find it using a single interface for all types and formats of content. Visually represented and faceted search results allow your patrons to search and discover information faster and more effectively. Relevant search results help them find answers fast. Word clouds encourage exploration and discovery. Facets help to quickly focus the results.” http://www.aquabrowser.com/products/academic/

7. Metadata Working Group Forum Cornell 2008-05-16 7 Endeca “Endeca for Libraries is the most effective way for members of the library community to find the book or resource they need and to discover new information they didn't even know the library owned, which drives increased usage of the library's resources, usage of legacy library collections, and re- circulation.” http://endeca.com/byIndustry/media/index.html

8. Metadata Working Group Forum Cornell 2008-05-16 8 Primo “Interfacing seamlessly with library applications from Ex Libris and other vendors … management of all types of library resources, regardless of format and location.” “Find it all. Find it Easily. Get it” http://www.exlibrisgroup.com/category/PrimoOverview

9. Metadata Working Group Forum Cornell 2008-05-16 9 WorldCat Local “A localized version of WorldCat with custom branding and relevancy ranking … interoperates with your existing ILS and fulfillment systems … Single-search, multilingual interface for all physical and electronic content held locally or in remote locations Integrated access to the most appropriate delivery options” http://www.oclc.org/worldcatlocal/default.htm

10. Metadata Working Group Forum Cornell 2008-05-16 10 One Problem, Many Solutions Users want a more seamless discovery experience Libraries get locked on the 2.0 buzz –Tagging, Reviews, Recommendations –Improved Relevancy Ranking Other goals may be more important –Fewer clicks to fulfillment –Cross-Depository Discovery

11. Metadata Working Group Forum Cornell 2008-05-16 11 More Intuitive Searching Less complicated initial searches Less pre-search limiting More post-search limits via faceting Appropriate Delivery bubbles up Trade-offs…

12. Metadata Working Group Forum Cornell 2008-05-16 12 Not in your OPAC DLF ILS Discovery Interface Task Force From the “Berkeley Accords”: –“participants agreed to support a set of essential functions through open protocols and technologies by deploying specific recommended standards” –Harvesting, Availability, Linking

13. Metadata Working Group Forum Cornell 2008-05-16 13 Availability and Access Links to full resource at the front Carefully considered SFX options Record FRBRization and Dedup Availibility Statements real time (or as close as possible)

14. Metadata Working Group Forum Cornell 2008-05-16 14 Open URL From Primo Aleph Record Aleph Record(s) and/or other data deduped Other Data Source Query: Other NYU Cat WorldCat Link both to ISBN/ISSN Search Query: Aleph (link to Holdings) Other NYU Cat WorldCat Link Others to ISBN/ISSN Search Query: Aleph (link to Holdings) Other NYU Cat WorldCat Link Others to ISBN/ISSN Search

15. Metadata Working Group Forum Cornell 2008-05-16 15 Primo: A Case Study Normalization Rules Delivery templates Tight SFX and MetaLib Integration “Pipes” for different data sources Hourly Availability Checking –(Real Time in Version 2.0)

16. Metadata Working Group Forum Cornell 2008-05-16 16 Harvesting Different Data Sources Different Normalization Rules All standardized on Primo Normalized XML (PNX) Record –Very Flat, sections corresponding to Primo Functionality

17. Metadata Working Group Forum Cornell 2008-05-16 17 The PNX Record Display Section Links Section Search Section Sort Section Facets Section Dedup Section FRBR Section Delivery Section

18. Metadata Working Group Forum Cornell 2008-05-16 18 Data Sources at NYU BobCat (Aleph) MarcIt! EAD Records (Archivists Toolkit) Preservation Repository Faculty Digital Archive (IR) Art Images (Luna Insight) MetaLib Resources Data in SOLR –Newspaper Index –Data Sets

19. Metadata Working Group Forum Cornell 2008-05-16 19 Issues and Challenges Managing Deduplication –Dedup Data only out of box for MARC –Writing for OAI-PMH sources (EAD) Consortial Environment(s) Appropriate Delivery Options “Interpreting” Metadata

20. Metadata Working Group Forum Cornell 2008-05-16 20 EAD Records Archivists Toolkit –Previously in Access, Notepad, Excel –Authority Control (sort of) OAI-PMH Overlay Multiple layers of Crosswalking Deduping

21. Metadata Working Group Forum Cornell 2008-05-16 21 EAD / Aleph Dedup Aleph Title: –James E. Jackson and Esther Cooper Jackson papers EAD Title: –Guide to the James E. Jackson and Esther Cooper Jackson papers 1917-2004 (Bulk 1937-1992) Tamiment 347

22. Metadata Working Group Forum Cornell 2008-05-16 22 MARC + EAD EAD Record Aleph Record Authority Records MARC Record w/ Auth Data OAI-DC Record w/ FT of EAD EAD PNX Aleph PNX Dedup PNX

23. Metadata Working Group Forum Cornell 2008-05-16 23 Value of Dedup Indexing the Best of Both Worlds EAD Records: –Inventory –Long Biographical / Historical Notes MARC Data: –Cross References for Access Points

24. Metadata Working Group Forum Cornell 2008-05-16 24 Why is it so hard? Continually Repetition of Effort

25. Metadata Working Group Forum Cornell 2008-05-16 25

26. Metadata Working Group Forum Cornell 2008-05-16 26 A Distinction Metadata Harmonization: –the “ability to use serveral different metadata standards in a single software system.” Metadata Normalization: –mapping serveral different metadata standards to a single schema or structure for use in a single software system.

27. Metadata Working Group Forum Cornell 2008-05-16 27 MARC + EAD EAD Record Aleph Record Authority Records MARC Record w/ Auth Data OAI-DC Record w/ FT of EAD EAD PNX Aleph PNX Dedup PNX

28. Metadata Working Group Forum Cornell 2008-05-16 28 Linked Open Data Use URIs as names for things Use HTTP URIs so that people can look up those names. When someone looks up a URI, provide useful information. Include links to other URIs. so that they can discover more things. http://www.w3.org/DesignIssues/LinkedData.html

29. Metadata Working Group Forum Cornell 2008-05-16 29 Primo is NOT Linked Data List of nearly a dozen sources, some “normalized” more than once “Normalized” into another proprietary format, used by one system Additional Resources require additional pipes

30. Metadata Working Group Forum Cornell 2008-05-16 30 Linked Library Data Resources get URI’s early in lifecycle Properties get URI’s Vocabularies get URI’s Everything is dereferenceable as to it’s meaning

31. Metadata Working Group Forum Cornell 2008-05-16 31 Conclusions DCMI/RDA Work NSDL Registry Work LC Registry Work MODs as RDF (Simile & LC) OAI-ORE OAI2LOD

32. Metadata Working Group Forum Cornell 2008-05-16 32 Conclusions This stuff is happening We need to be playing with it We need to be applying lessons from projects like Primo to it Library Data is a key component!

33. Metadata Working Group Forum Cornell 2008-05-16 33 …and Library data is extremely complicated

34. Metadata Working Group Forum Cornell 2008-05-16 34 MARC Record Graph Does not include authority data Coins new URI’s any non-literal value Contains a few minor modeling errors <modsrdf:Place modsrdf:name="New York“ rdf:about="http://simile.mit.edu/2006/01/place/mar ccountry/nyu"/>

35. Metadata Working Group Forum Cornell 2008-05-16 35 Thanks! Questions? corey.harper@nyu.edu 212.998.2479