1. Metadata for research outputs management
Anna Maria Tammaro
orcid.org/
University of Parma
Basic Training Workshop/ 6-8 September 2017

2. Learning objectives By the end of this session participants will:
Be better able to define minimum metadata requirements to support FAIR access to outputs (Findable, Accessible, Interoperable, Reusable)

3. What are metadata?
Documentation about data, which is not part of their content but plays the essential role to make them to be discoverable, accessed, re-used and manageable (if appropriate) over time

4. Metadata functions Search: Identify the existence of a document
Location: track down a particular occurrence of the
document
Selection: Analyze, evaluate, and filter a complex set of documents
Availability: Obtain information on the actual availability of the document (access rights and usage restrictions)
Management: manage document collections
Preservation: Manage a complex set of activities that will ensure access to documents over time

5. Metadata standard
The process of standardizing metadata (models, semantics and syntax) has generally begun within specific domains but over time, a strategy has been developed that, while respecting the specificities and taking into account existing descriptive standards and profiles, aims at sharing a minimum set of data.
In order to have integrated access to different resources, it has often become necessary to use multiple metadata schemas that are combined and optimized for a particular application
Select your standard according to your data type, guidance your organization, and your available resources

6. Metadata Schemas
Schemas are the description of a metadata element set, together with a description of how the elements are structured
Structured information about any kind of resource, which is used to identify, describe, manage or give access to that resource
com/TERM/m/ metadata.html

7. Metadata Schemas Digital Libraries Digital Heritage Libraries Archives
METS Metadata Encoding and Transmission Standard (2007, ver. 1.7) (DLF)
MODS Metadata Object Description Schema (2008, ver. 3.6) (LC)
EDM Europeana Data Model Europeana Foundation
Digital Heritage
CIDOC-CRM CIDOC Conceptual Reference Model (2006) ISO
TEI Guidelines for Electronic Text Encoding and Interchange (2007)
Libraries
FRBR Functional Requirements for Bibliographic Records (1998) IFLA
Archives
EAD – Encoded Archival Description (2002) Society of American Archivists
Museums
LIDO Categories for the Description of Works of Art (2010) ICOM

8. Dublin Core Metadata Schema
The minimum set proposed in December 1996 consists of 15 basic elements and has also extended to sub-elements or qualifiers.
Each element is defined using a set of 10 attributes derived from ISO (Specification and standardization of data elements).

9. Dublin Core in a nutshell

10. DataCite Metadata Schema
The DataCite is a list of core metadata properties chosen for an accurate and consistent identification of research data
The objective is to help the research community to locate, identify, and cite research data, along with DOI and recommended use instructions.
DataCite WG coordinates with community standards, such as ORCID, Open Funder Registry, IDF and DCMI.

11. DataCite in a nutshell: mandatory

12. DataCite in a nutshell: recommended & optional

13. Descriptive metadata
Descriptive metadata provides information about the content of a resource
They are used for identifying and retrieving digital objects
They are made up of resource descriptions, or born in a digital format
They can reside in information retrieval data bases outside the digital archive, or be embedded in the resources or even nestled in other metadata.

14. Administrative metadata
Metadata used for the management of digital resources (how to create, enter, store, access and maintain resources)
They are crucial for :
long-term accessibility of the digital documentary memory
information about rights and permissions (copyright status, use restrictions, and information about licensing agreements)
They may include:
Technical metadata, describing the technical features of the digital resources (text, images, audios, video, 3d, virtual reality, vector graphics)

15. Preservation metadata Premis
Metadata used for the preservation of digital resources.
They include:
metadata on the source, which describe the object from which the digital resource is derived
metadata on the liflecycle, which describe the operations carried out on a digital object

16. Discipline specific metadata
Discipline specific metadata are used to facilitate re-use

17. Metadata Schemas in IR

18. Persistent Identifier
A unique web-compatible alphanumeric code that points to a resource to be preserved for long time
DOI: Digital Object Idenfier
ARK: Archival Resource Key
UUID: Universally Unique Identifier
ORCID: Open Researcher & Contributor ID

19. Metadata for sharing and re-using Research outputs
Metadata are needed for sharing and re-using:
Create discoverable metadata
Include unique IDs & citation information
Have contributors review metadata for accuracy
Publish metadata via a portal or clearinghouse
Data quality (ISO 19157:2013)