Sobek for Curators and Collection Managers Training Two: Submitting and Editing Resource Files and Metadata Mark Sullivan November 2013 University of Florida George A. Smathers Libraries Sobek image created by Jeff Dahl and is shared under the GNU Public License

Sobek for Curators and Collection Managers Training Series 1. Introduction to SobekCM's Capabilities Webinar recording available soon 2. Submitting and Editing Resource Files and Metadata Webinars Wednesday, November 27th, 2013, 10:00 AM - 12:00 PM Monday, December 2nd, 10:00 AM – 12:00 PM

Sobek for Curators and Collection Managers Training Series 3. QC Online Tuesday, December 3rd, 10:30 AM - 12:30 PM, LW 211 Webinars Thursday, December 5th, 10:00 AM - 12:00 PM Friday, December 13th, 10:00 AM – 12:00 PM 4. Curator Tools Thursday, December 12th, 10:00 AM - 12:00 PM, LW 211 Tuesday, December 17th, 10:00 AM - 12:00 PM Thursday, December 19th, 10:00 AM – 12:00 PM

Agenda Metadata Upcoming changes Online submission Editing metadata Metadata in SobekCM Metadata for projects ( existing v. new ) Importing records (MARC, Spreadsheets, etc..) Templates Default Metadata Upcoming changes Online submission Without files With files Editing metadata Uploading new images/files Editing behaviors online Adding new volumes online Adding spatial information to your item and geo-placing a map online (beta)

Metadata

Metadata in SobekCM Metadata Architecture METS MODS Extension Schemas VRACore Example

Metadata Architecture METS Wrapper MODS (or MARC, DC) VRA Core Darwin Core etc.. Additional custom metadata

METS Metadata Encoding & Transmission Standard Standard by Library of Congress (2001) Wrapper standard that accepts any XML schemas Contains Information about the METS file in the metsHeader Bibliographic data in the dmdSec section(s) Administrative information (technical, rights, etc..) in the amdSec section(s) List of all files grouped by type in the fileSec section Divisions/pages (i.e., table of contents) in the structMap section

MODS Metadata Object Description Standard Standard by Library of Congress (2002) De facto standard for digital libraries (METS/MODS) Positives Can handle a (large) subset of MARC tags Handles complex objects and can easily be extended Negatives Hard round trip portability from MARC  MODS  MARC without losing some refinements

Extension Metadata Modules Core “brain” of SobekCM with main metadata elements represented (based on MODS originally) Satellite extension metadata modules to add functionality Out of the “box” SobekCM supports 10 extension metadata modules

Extension Metadata Modules Click to view full version

Extension Metadata Modules DAITSS ( Archiving schema from FLVC ) DarwinCore (Zoological taxonomy) EAD ( Finding guides ) ETD ( Electronic theses and dissertations ) GML ( Geo-spatial metadata ) IEEE-LOM (Learning objects metadata) Oral history (custom) PALMM (deprecating) Performing arts RightsMD ( detailed access rights or embargo information ) VRACore ( visual/museum materials )

VRACore Example Visual Resource Association Core Metadata Developed in 1996 by Visual Resource Association Used for describing visual/cultural materials Includes standard DC tags Date, title, description, rights, subjects, etc.. Also more unique tags Cultural context Style Technique Measurements (detailed) Etc..

VRACore Example

VRACore Example Pre-existing fields not duplicated Date, title, description, rights, subjects, etc.. New objects / fields added Cultural context Style Technique Measurements (detailed) etc..

Custom Extension Modules System supports ability to add new metadata reader/writers to add new extension schemas

Metadata for Projects Existing v. New? Format of existing? Decision Tree Pros and cons of each approach?

Importing Records Demos MARC report Spreadsheet

Templates Contain the fields (and format) to be provided for online submission (or editing) broken into pages/panels Options related to online submission Can submit files(s), url? MUST submit file(s), url? Item visibility ( private v. public ) Include user as author? Email addresses to receive notification of submissions Permissions statement New BibID* root ( i.e., ‘IR’, ‘AA’, ‘CA’, etc.. ) Stored as XML files at the instance level * Jargon Alert!

Default Metadata Default metadata (or behaviors) to be applied whenever a new item is submitted through the online interface Currently stored as METS files at the instance level. Plan for user-specific default metadata in the near future Previously called projects

Upcoming Changes

Upcoming Changes “Finish” help pages (start some) Ability to upload multiple files Merge uploading files and images (usability problem) Ability to upload existing metadata Reference MARC records in the OPAC / OCLC (Z39.50) User-specific file holding location

Adding a new item through the online web interface Online Submission Adding a new item through the online web interface

Editing the metadata for an online item through the web interface Metadata Editing Editing the metadata for an online item through the web interface

Uploading New Images/Files Adding new images or files to an existing item through the web interface

Editing Behaviors

Adding New Volumes

Spatial Information (beta)

FOR MORE INFO: Mark Sullivan marsull@uflib. ufl FOR MORE INFO: Mark Sullivan marsull@uflib.ufl.edu SobekCM Discussion Group: https://groups.google.com/forum/ #!forum/sobekcm-discuss