Tiewei (Lucy) Liu Metadata Librarian June 26, 2016 Creating Inclusive and Discoverable Metadata for the IR: Practices at the Henry Madden Library California State University, Fresno Tiewei (Lucy) Liu Metadata Librarian June 26, 2016

California State University, Fresno California State University, Fresno (Fresno State) One of the 23 branches of the CSU system Diverse students and faculty

Henry Madden Library One of the largest libraries in Central California Find the Library on Homepage (https://library.fresnostate.edu/) Youtube Google Social media: Facebook, Twitter, etc.

Institutional Repository at California State University Hosted centrally by the Chancellor’s Office System settings: IR specialist Workflow and metadata: individual campuses Platform Currently DSpace Metadata Schema Currently DC

Fresno State Digital Repository (FSDR) Serves as the Institutional Repository of Fresno State Soft launch started spring 2016 What does the IR collect? Faculty scholarly/creative/instructional work Student theses/dissertations Datasets University archives/publications

IR Metadata What kinds of metadata do we want to create? Metadata Complete Accurate Consistent Flexible Inclusive Discoverable Customizable IR Metadata What kinds of metadata do we want to create?

Flexible IR Metadata Flexible Extensible Easy crosswalk to MODS Extensible metadata elements dc.contributor.author/department/speaker/presenter/player/advisor/committeemember… dc.date.published/issued/copyright/… dc.relation.journal/version/format/reference… dc.subject.lcc/lcsh/category/other… … Easy crosswalk to MODS Author -> Affiliation?

Inclusive IR Variety of people involved in the IR Decision-making IR committee Faculty IR specialist from Chancellor’s office Promotion & Outreach Metadata librarian IR marketing subcommittee Subject librarians Library communication specialist Copyright clearance

Inclusive IR - Communication & Promotion In-person Phone Email Flyers Information sessions Training sessions Events FSDR Website

In-person Discussion What is covered in the discussion? introduce the IR discuss data to be shared learn metadata needs get feedback to the Content Use Agreement learn cc license preference explain workflow verify personal information work at Fresno State since________ authority record LC authority name variants

Inclusive IR - Submission In-person Email Online Library submission form Faculty submission form Metadata creation Metadata librarian Faculty Student

In-person/Email Submission

Library: Online Submission Process Basic Information Identifier Title Contributor Date Publisher Type Genre Format Language Description Etc. Content Information Coverage Classification Subject Abstract Relationship Version Files and Rights Upload files Copyright Creative Commons License

Library: Batch Processing Faculty published works Workflow VBA, script language, xml Student theses and dissertations Students -> Graduate Division -> Library Library spreadsheet Macro Controlled vocabulary Author-supplied keywords University publications and archives Fresno State Organizational Unit -> Library

Faculty Online Submission Faculty-friendly workflow Simplified submission form Few mandatory fields Faculty may supply abstracts and keywords Library’s role Review online submission Create full records for each submitted item Contact faculty for clarification (if needed)

Discoverable Metadata Consumable by search engines Indexed by Google Scholar OAI-PMH Sharable with other data providers Good user experience User-friendly interface No dead-end search Cross-cultural discoverability Functionality Usability Aesthetics

Challenges Authority control Technical barriers Centralized management Migration to new platform Link maintenance Copyright permissions Faculty participation and buy-in More

Tiewei (Lucy) Liu Metadata librarian tieweil@csufresno.edu Thank you! Tiewei (Lucy) Liu Metadata librarian tieweil@csufresno.edu