1. Introduction to Metadata: Overview and Guidelines Using the Dublin Core Metadata Schema Amelia Breytenbach Metadata Specialist Amelia.breytenbach@up.ac.za Institutional Repository Workshop 1-3 April 2009

2. Overview What metadata is Types of metadata What does metadata do and why we use it Metadata standards Dublin Core Metadata Standard Encoding schemes Metadata creation Metadata documentation

3. Definition of Metadata Metadata describes other data. –It provides information about a certain item's content, i.e. an image may include metadata that describes the picture size, colour depth, image resolution and date created –A text document's metadata may contain information about the document’s length, the author, when the document was written and a short summary Source: The Tech Terms Computer Dictionary http://www.techterms.com/definition/metadata

4. What Is Metadata? Standardized descriptions of resources that aid in the discovery and retrieval of resources, particularly in reference to information about electronic, or digital, material Describing individual files, single objects or complete collections Traditional library cataloging is a form of metadata and MARC 21 and the AACR2 used with it are metadata standards

5. Types of Metadata Descriptive Structural Administrative or technical –Preservation –Rights management  title, author, extent, subject, keywords  unique identifiers, page numbers, special features (table of contents, indexes)  file formats, scanning dates, file compression format, image resolution  Archival information  Ownership, copyright, license information

6. What Does Metadata Do? Metadata is the key to ensuring that resources will survive and continue to be accessible into the future is searchable and aids the identification and retrieval of resources helps the end user to do accurate searching and to evaluate a resource types also assists in managing, maintaining and preserving digital collections facilitate interoperability supports archiving, security and authentication of digital resources

7. Why Use Metadata? Metadata provides the essential link between the information creator and the information user We can ensure that this objective is met by using metadata in accordance with international standards

8. Metadata Standards Data structure standards Standardized sets such as Dublin Core, VRA and MODS Data content standards Rules or guidelines for input Data value standards Lists of allowed values for an element Data format or encoding standards How to encode the metadata Data presentation standards Display of the metadata

9. Dublin Core as Structure Standard for DSpace Qualified Dublin Core Metadata Element Set Mandatory elements in DSpace Title, Language and Date element DSpace refinements Additional metadata qualifiers for some DC elements System generated metadata

10. Dublin Core Metadata Initiative (DCMI) An organization with the aim to promote more intelligent resource discovery through the widespread adoption of interoperable metadata standards and the development of specialized metadata vocabularies for describing resources DCMI provides an international forum for identifying problems, to develop understanding and proposing solutions Dublin Core website: http://dublincore.org/

12. Characteristics of Dublin Core The DC elements are –simple to understand and apply –subject independent with commonly understood terminology –optional and repeatable –international in scope –extensibility

13. Dublin Core Metadata Element Set Unqualified For coarse-grained discovery of resources Qualified –For richer descriptions to enable more refined resource discovery –Most digital library software uses qualified DC “Dumb-down” principle –Collapse a refinement back into a core element –Unqualified DC required for sharing metadata via the Open Archives Initiative

14. Dublin Core Metadata Element Set (Source: Miller, Steven J., 2007. Metadata for digital collections: an online workshop.

15. Qualified Dublin Core in DSpace

16. Dublin Core Qualifiers Two categories of qualifiers: Element refinement Make the meaning of an element narrower or more specific. A refined element shares the meaning of the unqualified element, but with a more restricted scope Encoding scheme Identify schemes that aid in the interpretation of an element value. These schemes include controlled vocabularies and formal notations

17. Dublin Core Element Refinements TitleAlternative Creator- Contributor- Publisher- DescriptionAbstract, Table of Contents Subject- CoverageSpatial, Temporal FormatExtent, Medium Type- DateCreated, Available, Modified, Valid, Issued Language- RelationIs Version of, Has Version, Is Replaced By, Replaces, Is Required By, Requires, Is Part Of, Has Part, Is Referenced By, References, Is Format Of, Has Format, Conforms To Source- Identifier- Rights-

18. Encoding scheme for a element value Qualifiers for dc.date element

19. Dublin Core Encoding Schemes Getty Thesaurus of Geographic Names Online (TGN) http://www.getty.edu/research/conducting_research/vocabularies/tgn/i ndex.html Art and Architecture Thesaurus Online (AAT) http://www.getty.edu/research/conducting_research/vocabularies/aat/ Library of Congress Name Authority File (LCNAF) http://authorities.loc.gov/ Library of Congress Thesaurus for Graphic Materials (LCTGM) http://www.loc.gov/rr/print/tgm1/

20. Creator, Publisher and Subject elements

21. Subject element

22. Coverage.spatial field

23. Subject element

24. Dublin Core Original vs Digital Resource 1 : 1 principle Single metadata record with mix elements for the original and digital object Use repeatable Dublin Core elements in the same metadata description Use locally-defined elements and map to a Dublin Core element Date Original Date Digital DC Date element

25. Example ElementOriginal Painting Digital Image TitleMona Lisa CreatorLeonardo da Vinci Date1500 2002-10-30 Format.mediumOil paintingImage/JPEG file TypeStill Image IdentifierNo. 779 [museum inventory number] 2002_0054.jpg Format.extent77 X 53 cm158KB RightsNot in copyright© [owner digital collection]

26. Metadata Creation Natural metadata is found in the source document and created by the researcher or submitter supports discovery of resources includes the author’s name, date, title Added metadata is added by an metadata editor or by software supports resource selection includes subject terms, abstracts and rights metadata

27. Metadata Creation (cont.) Metadata as a view of the resource There is no one-size-fits-all metadata record Metadata for the same thing is different depending on collection, use and audience

28. Metadata Creation (cont.) Rivers of Europe Elbe river with passenger boats, Dresden European Opera Houses “Semperoper” opera house in Dresden, Germany Cities of Europe River scene in Dresden, Germany Bridges of the World Augustus Bridge over the Elbe River, Dresden, Germany Construct a title for this image if the theme of the digital collection was:

29. Detailed vs Simple Metadata Descriptions Detailed metadata descriptions –may improve searching precision –require higher investment in creation of metadata –make it more difficult to promote consistency in creation of metadata Simple descriptions –are easier and less costly to generate –more effort on the part of searchers to identify most relevant results –improve probability of cross-disciplinary interoperability

30. Metadata Design and Documentation Metadata registry / Best practice guide / Data dictionary / Application profile provides standardized information for the definition, identification, and use of each data element ensure that a metadata schema and data elements in use by an organization can be applied consistently within the organization or community, reused by other communities, and interpreted by computer applications and human users

31. Value of Metadata Documentation Improve discovery of resources. Increase interoperability across all collections created by an institution Increase interoperability with other digital libraries participating in the Open Archives Initiative Inform users on the digital object structure and the software needed to view the digital resource Ensure quality control for metadata records Assist with management and long-term preservation of digital files

32. Data Dictionaries (DDs) A table with applications of the metadata standard applicable to a specific collection or digital project or type of material Lists of local metadata elements Mapping to Dublin Core Specifications such as the use of controlled vocabulary Examples and comments about the use of each element

33. Theses Books Images

34. Best Practice Guides Guidance and documentation to describe and standardize the use of metadata elements that best support a community's needs Provide guidelines and decisions for metadata creators Explanation of metadata elements, terms and concepts Examples of the use of the different elements CDP Metadata Working Group Dublin Core Metadata Best Practices, Version 2.1.1, Sept. 2006 http://www.cdpheritage.org/cdp/documents/cdpdcmbp.pdf

37. Metadata Registries A metadata registry is a central location in an organization where metadata definitions are stored and maintained in a controlled method (Wikipedia) Protected area Stores data elements Stores the meaning of a data element Defines how the metadata is represented

39. Closing Remarks “Metadata” means many different things: It involves applying traditional library principles to new environments Good metadata practitioners use fundamental cataloging principles in non-MARC environments Documentation is important Good metadata promotes good digital collections There is always more to learn

40. References Taylor, Chris. (2003) An Introduction to metadata http://www.library.uq.edu.au/iad/ctmeta4.html Technical Advisory Service for Images (TASI). Metadata and digital images. http://www.tasi.ac.uk/advice/delivering/metadata.html Technical Advisory Service for Images (TASI). Controlling your language – links to metadata vocabularies http://www.tasi.ac.uk/resources/vocabs.html Hodge, Gail. (2001) Metadata made simpler. Smith, MacKenzie. (2003) Dspace: an open source dynamic digital repository. D-Lib Magazine, January 2003. http://www.dlib.org/dlib/january03/smith/1smith.html Disa Workshop: Digital collections management, University of KwaZulu-Natal, 2004.

41. References (cont.) NISO Framework Advisory Group. A Framework of Guidance for Building Good Digital Collections. 2nd ed. Bethesda, MD: National Information Standards Organization, 2004. http://www.niso.org/framework/framework2.html Xia, Jingfeng. Personal name identification in the practice of digital repositories. Electronic library and information systems. Vol. 40, no. 3, 2006. pp. 256-267. Miller, Steven J. Metadata for digital collections: an online workshop. University of Wisconsin-Milwaukee, School of Information Studies, 2007. CDP Metadata Working Group. Dublin Core Metadata Best Practices, Version 2.1.1, Sept. 2006 http://www.cdpheritage.org/cdp/documents/cdpdcmbp.pdf

42. Thank you! Amelia Breytenbach Metadata specialist University of Pretoria amelia.breytenbach@up.ac.za