1. 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

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

3. Henry Madden Library
One of the largest libraries in Central California
Find the Library on
Homepage (
Youtube
Google
Social media: Facebook, Twitter, etc.

4. 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

5. 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

6. 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?

7. 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?

8. 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

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

10. 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

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

12. In-person/Email Submission

13. 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

14. 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

16. 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)

18. 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

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

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