1. Jennifer Bowen, University of Rochester ALA Annual Conference 2009, Chicago, Illinois 1 The eXtensible Catalog's Metadata Services Toolkit Lowering the Bar for Automated Metadata Processing

2. Agenda What is the eXtensible Catalog (XC) Project? – How XC software works The XC Metadata Services Toolkit (MST) and Metadata Services: – How they work MST demo Advantages of XC for metadata management 2

3. The eXtensible Catalog (XC) Set of open-source software tools Facilitate resource discovery and metadata management Funding from Andrew W. Mellon Foundation and from XC partner institutions Software release: March 2009-January 2010 Coming soon: eXtensible Catalog Organization 3

4. XC software functionalities User Interface: Next-generation library website and search interface Metadata Tools: Aggregate metadata from various repositories to enable fast searching Connectivity: Create open standards interfaces to Integrated Library Systems 4

5. XC software overview User Interface: Metadata Tools: Connectivity: Drupal Toolkit OAI Toolkit Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation NCIP Toolkit LMS Toolkit 5

6. OAI-PMH ILS XC software overview Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: OAI ToolkitNCIP Toolkit Connectivity: Drupal Toolkit User Interface: Repository NCIP LMS Toolkit 6

7. XC Metadata Services Toolkit Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: New type of cataloging tool Services – Automated – Configurable – Pluggable User interface for library staff, not end users 7

8. XC Metadata Services Toolkit Based upon proposed NSDL metadata services hub (Hillmann, Sutton, Phipps) Enables libraries to aggregate metadata and run services on it User interface for managing metadata services NOT a metadata editor (but can eventually incorporate one) 8

9. How the XC MST works Moves metadata with OAI-PMH – Harvester, repository “Suck it in, clean it up, share it” – MARCXML, other XML schemas, user-generated metadata Share software – metadata services – Use an XC service “as is”, or modify it – Develop and share other services 9

10. XC metadata services Normalization – Transform metadata so that it can be displayed Schema transformation: – MARCXML to XC, DC to XC “FRBRization” Authority control matching Aggregation 10

11. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 11

12. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 12

13. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 13

14. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 14

15. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 15

16. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 16

17. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 17

18. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 18

19. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 19

20. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: Error Info 20

21. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 21

22. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 22

23. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: 23

24. XC advantages for metadata Enables automated handling of metadata changes: – New records, updates, deletes – Propagates changes throughout the system Web interfaces for trouble-shooting Low risk of data corruption (easy to fix) Ideal platform for experimentation 24

25. New roles for catalogers Design and test metadata services Manage flow of metadata System/application design User research 25

26. jbowen@library.rochester.edu eXtensibleCatalog.org 26