1. Developing interoperability and collection strategies for ROADS gateways Michael Day UKOLN: The UK Office for Library and Information Networking, University of Bath http://www.ukoln.ac.uk/ m.day@ukoln.ac.uk

2. Developing interoperability and collection strategies for ROADS gateways Michael Day UKOLN: The UK Office for Library and Information Networking, University of Bath ROADS Newbies Workshop, Edward Boyle Library, University of Leeds, 25 November 1998.

3. 3 Presentation Outline Metadata issues in ROADS ROADS Templates Template Registry Cataloguing Guidelines RECCI Collection strategies for ROADS gateways DESIRE quality selection criteria

4. 4 ROADS templates (1) ROADS templates Based on IAFA templates ASCII text based Attribute-value pairs Number of different Template-Types: – e.g. DOCUMENT and SERVICE (most widely used Template-Types) Cross-searching and interoperability is important

5. 5 ROADS templates (2) Template-Type: SERVICE Handle: 871473886-23884 Title: Wellcome Unit for the History of Medicine URI-v1: http://units.ox.ac.uk/cgi-bin/safeperl/wuhminfo/p?home.html Admin-Email-v1: wuhmo@wuhmo.ox.ac.uk Publisher-Name-v1: Wellcome Unit for the History of Medicine Publisher-Postal-v1: 45-47 Banbury Road, Oxford, OX2 6PE Publisher-City-v1: Oxford Description: The home page of the Wellcome Unit for the History of Medicine, a sub-department of the Modern History Faculty of the University of Oxford, this site provides information on the Unit, seminars, conferences and workshops, research interests, staff, current projects, and the graduate programmes. Keywords: History of Medicine; Medicine Language-v1: English Subject-Descriptor-v1: WZ40 History of Medicine Subject-Descriptor-Scheme-v1: NLM Record-Last-Modified-Date: Fri, 10 Oct 1997 19:09:16 +0000 Record-Last-Modified-Email: cataloguer@omni.ac.uk Record-Created-Date: Fri, 10 Oct 1997 19:09:16 +0000 Record-Created-Email: cataloguer@omni.ac.uk

6. 6 Template registry Purpose: –To aid cross-searching and interoperability Nature: –A human-readable list of all Template- Types and data elements –New Template-Types and data elements can be added when necessary –Helps prevent proliferation of Template- Types and data element http://www.ukoln.ac.uk/metadata/roads/templates/

7. 7 Cataloguing guidelines Purpose: –To aid cross-searching and interoperability –To provide data element semantics - where necessary Draft guidelines, v. 1 (July 1998): –Based on existing rules developed by ADAM and SOSIG –Compared with ISBD(ER), AACR2 and Olsons guide for InterCat (OCLC) http://www.ukoln.ac.uk/metadata/roads/cataloguing/

8. 8 Cataloguing issues (1) Chief Sources of information Use of specific formats for: Dates: –RFC 822: 25 Nov 1998 12:00 GMT –ISO 8601: 1998-11-24 Languages: –Z39.53 (used in USMARC): eng –ISO 639: en –Natural language: English (Anglais)

9. 9 Cataloguing issues (2) Formats for names: Direct order: –C.H. Dodd –Charles Dodd –Charles H. Dodd Inverted: –Dodd, C.H. –Dodd, Charles –Dodd, Charles H. AACR2: –Dodd, C.H., (Charles Harold), 1884-1973

10. 10 RECCI (1) ROADS Evaluation of Cataloguing with Connection to Interoperability Preliminary Report (August 1998) –Review of templates from selected eLib gateways: –ADAM –History –OMNI –SOSIG http://www.ukoln.ac.uk/metadata/roads/recci/

11. 11 RECCI (2) Quality issues: –Typographic errors, etc. Interoperability issues: –Internal Inconsistencies –Sub-field dividers –Formats for names Further work planned: –Template usage –Interoperability Guidelines

12. 12 Collection strategies (1) DESIRE Report: Selection Criteria for Quality Controlled Information Gateways (May 1997): Scope policy: –The aims of the service and the target audience Information Coverage Access Cataloguing Policy Geographical Issues http://www.ukoln.ac.uk/metadata/desire/quality/

13. 13 Collection strategies (2) Content criteria: –Evaluating the information Validity Authority Substantiveness Accuracy Comprehensiveness Uniqueness Composition and Organisation Currency, and adequacy of Maintenance

14. 14 Collection strategies (3) Form criteria: –Evaluating the medium Ease of Navigation Provision of User Support Use of Recognised Standards Appropriate use of Technology Aesthetics Process criteria: –Evaluating the system Information Integrity Site Integrity System Integrity

15. 15 Collection strategies (4) Collection management policies: – Considering your gateway Collection Coverage and Balance Availability of Internet Resources Availability of Library Resources DESIRE: Internet Detective: –An interactive, online tutorial on evaluating the quality of Internet resources http://www.sosig.ac.uk/desire/internet-detective.html

16. 16 ROADS ROADS is funded by the Joint Information Systems Committee (JISC) of the UK Higher Education Funding Councils under its Electronic Libraries (eLib) Programme. Partners: –ILRT, University of Bristol –Department of Computer Studies, Loughborough University –UKOLN, University of Bath http://www.ilrt.bris.ac.uk/roads/

17. 17 UKOLN UKOLN is funded by the British Library Research and Innovation Centre (BLRIC), the Joint Information Systems Committee (JISC) of the UK Higher Education Funding Councils, as well as by project funding from the JISCs Electronic Libraries (eLib) Programme and the European Union. UKOLN also receives support from the University of Bath, where it is based. http://www.ukoln.ac.uk/