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Metadata: An Overview Katie Dunn Technology & Metadata Librarian

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1 Metadata: An Overview Katie Dunn Technology & Metadata Librarian
Rensselaer Polytechnic Institute Slides, links, handout: tinyurl.com/IIST602metadata

2 Metadata: An overview What is metadata?
Different standards for different types of resources and user groups Different types of metadata How is metadata implemented? What do metadata librarians do?

3 Metadata: An overview What is metadata?
Different standards for different types of resources and user groups Different types of metadata How is metadata implemented? What do metadata librarians do?

4 What is metadata? Definitions vary! Information about something
Usually digital resources Structured Fields, tags, etc. Simple or complex

5 Metadata: An overview What is metadata?
Different metadata standards for different types of resources and user groups Different types of metadata How is metadata implemented? What do metadata librarians do?

6 Different metadata standards for different types of resources and disciplines
General Dublin Core Specific EAD VRA Core ISO 19115: Geographic information – Metadata (These are all descriptive metadata)

7 Dublin Core: a general purpose descriptive metadata scheme
Originally: 15 elements Title Creator Subject Description Publisher Contributor Date Type Format Identifier Source Language Relation Coverage Rights

8 Dublin Core: a general purpose descriptive metadata scheme
Now: 55 terms Title - Alternative Title Creator Subject Description - Abstract - Table of Contents Publisher Contributor Date - Date Available - Date Created - Date Accepted - Date Copyrighted - Date Submitted - Date Issued - Date Valid - Date Modified Type Format - Extent - Medium Identifier - Bibliographic Citation Source Language Relation - Conforms To - Has Format / Is Format Of - Has Part / Is Part Of - Has Version / Is Version Of - References / Is Referenced By - Replaces / Is Replaced By - Requires / Is Required By Coverage - Spatial Coverage - Temporal Coverage Rights - Access Rights - License Rights Holder Accrual Method Accrual Periodicity Accrual Policy Audience - Audience Education Level - Mediator Instructional Method Provenance

9 Dublin Core: a general purpose descriptive metadata scheme
New terms refining Date Date A point or period of time associated with an event in the lifecycle of the resource. - Date Available Date (often a range) that the resource became or will become available. - Date Created - Date Accepted - Date Copyrighted - Date Submitted - Date Issued - Date Valid - Date Modified

10 Dublin Core: a general purpose descriptive metadata scheme
New terms refining Format Format The file format, physical medium, or dimensions of the resource. - Extent The size or duration of the resource. - Medium The material or physical carrier of the resource.

11 Dublin Core: a general purpose descriptive metadata scheme
New terms that didn’t refine any existing terms Rights Holder Accrual Method Accrual Periodicity Accrual Policy Audience - Audience Education Level - Mediator Instructional Method Provenance

12 Exercise: Autumn – On the Hudson River
Are you cataloging the work? The image? The webpage on which the image resides? tinyurl.com/autumn-on-the-hudson

13 Exercise: Autumn – On the Hudson River
tinyurl.com/autumn-on-the-hudson Create a Dublin Core description for this image using any of the 55 Dublin Core terms Term definitions here: tinyurl.com/dcmi-terms Elements may be repeated. You don’t need to use all the elements. Are you cataloging the work? The image? The webpage on which the image resides?

14 Dublin Core record for Autumn – On the Hudson

15 VRA Core description of this resource
tinyurl.com/vra-example (

16 Metadata: An overview What is metadata?
Different metadata standards for different types of resources and user groups Different types of metadata How is metadata implemented? What do metadata librarians do?

17 Different types of metadata
Descriptive Structural Administrative

18 Different types of metadata
Descriptive Structural: Gathers parts of a resource and its different types of metadata METS: A metadata wrapper Administrative

19 Different types of metadata
Descriptive Structural Administrative: Data management Preservation (Ex. PREMIS) Technical Rights Possibly Structural (depending on how you think about it)

20 Seeing Standards: A Visualization of the Metadata Universe
Groups standards by: Domain: what is described Community: who uses it Purpose: type of metadata (descriptive, preservation, etc.) Function: what does the standard specify?

21 Metadata: An overview What is metadata?
Different metadata standards for different types of resources and user groups Different types of metadata How is metadata implemented? What do metadata librarians do?

22 How is metadata implemented?
Standards and schemas Data formats (most often XML, MARC) Crosswalks Harvesting Best practices Linked data

23 XML Basic structure of XML: <book> <title>The very hungry caterpillar</title> <author>Eric Carle</author> </book>

24 XML XML Attributes: <book>
<title language=“en”>The very hungry caterpillar</title> <author id=“ Eric Carle </author> </book>

25 XML Transforming between MARC and XML

26 How is metadata implemented?
Standards and schemas Data formats (most often XML, MARC) Crosswalks Harvesting Best practices Linked data: an emerging technology

27 Linked Data: an emerging technology
“Linked Data is a method of exposing, sharing, and connecting data on the Semantic Web using URIs and RDF.” (Dublin Core User Guide) Dublin Core User Guide:

28 Linked Data: an emerging technology
Tim Berners-Lee’s 4 principles for linked data: Use URIs as names for things Use HTTP URIs so that people can look up those names. 3. When someone looks up a URI, provide useful information, using the standards (RDF, SPARQL) 4. Include links to other URIs so that they can discover more things.

29 How is linked data represented?
Each bit of description (statement) is a triple. The (predicate) of (subject) is (object) . Image:

30 How is linked data represented?
Each bit of description (statement) is a triple: The _________ of _________ is ________ . Image:

31 How is linked data represented?
Triple: The (predicate) of (subject) is (object). The title of this particular book is “A Christmas Carol”. Image:

32 Linked Data: What’s the point?
Better interoperability between systems More machine-actionable data More powerful applications based on data In the library world, there’s a lot of interest in linked data, but the applications and data formats are not quite there yet. Image:

33 Metadata: An overview What is metadata?
Different metadata standards for different types of resources and user groups Different types of metadata How is metadata implemented? What do metadata librarians do?

34 What do metadata librarians do?
Choosing, designing, applying metadata for local projects Maintaining existing metadata systems (incl. traditional cataloging, in some cases) Working with other librarians and content experts Repurposing data Keeping existing stuff working while getting new stuff off the ground – decision-making.

35 Day-to-day for me Investigating technology for the libraries
Discovery service implementation Metadata projects Rensselaer Digital Collections Discovery service metadata Cataloging Link resolver (Ex Libris SFX) Exploring: data curation, linked data

36 Metadata: An overview What is metadata?
Different metadata standards for different types of resources and user groups Different types of metadata How is metadata implemented? What do metadata librarians do? Case study: Thesis metadata

37 Case study: Thesis metadata
Student deposits thesis Grad school approves thesis Library processes / edits thesis and metadata Library ingests thesis into repository Library converts thesis metadata for catalog

38 Student deposits thesis
Rights chosen (Creative Commons or Standard) Determines rights statement, who can access Initial metadata entry Administrative metadata, rights metadata

39 Some fields are controlled.

40 Some fields are controlled.

41 Grad school approves thesis
Cleared to graduate? Documents correct?

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44 Library processes / edits thesis and metadata
File processing Apply correct IP restrictions for access rights Edit metadata to standards

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50 Faculty names Regularized – kind of like authority control
Use same name each time Maintain with export of existing thesis data, XSLT

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57 Library ingests thesis into repository
Thesis appears in live repository soon after

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60 Library converts thesis metadata for catalog
OAI-PMH harvest Conversion from Dublin Core to MARC MarcEdit and XSLT Load records into catalog

61 Library converts thesis metadata for catalog
OAI-PMH harvest verb= ListRecords &set= GEN01:ETD01 &metadataPrefix= oai_dc &from=

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72 Metadata for scanned theses: generated in reverse (MARC to DC)
Theses scanned Catalog records (MARC) exported Catalog records converted to DC Theses, DC metadata ingested into repository Library edits catalog data to show e-copy

73 How is metadata implemented? (RPI thesis workflow)
Standards and schemas Dublin Core, MARC, AACR2, ETD-MS (sort of) Data formats (most often XML) MARC, XML Crosswalks DC -> MARCXML, MARCXML (standard) -> MARC Harvesting OAI-PMH Best practices ETD-MS data elements (sort of)

74 Questions? Katie Dunn Technology & Metadata Librarian Rensselaer Polytechnic Institute This presentation, handout, and links available at: tinyurl.com/IIST602metadata Help me improve my teaching! Answer 3 quick questions: tinyurl.com/metadata2013


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