1. CLIR/DLF primer Metadata: practice and practice Lorcan Dempsey VP Research and Chief Strategist CLIR/DLF. Managing Digital Assets: A Primer for Library and Information Technology Administrators Charleston, SC February 4-6, 2005

2. CLIR/DLF primer Overview  Part 1  Part 2  Part 3  Part 4

3. CLIR/DLF primer Some themes  Consolidation: fragmentation gets in the way  Industrialization: much of our metadata creation is a cottage industry: current approaches will not scale  Cost: value  Intellectual and machine: need to work harder to programmatically create metadata  Institutions and service: move from projects to service

4. CLIR/DLF primer Example: Metasearch/portal Metadata is everywhere ;-)

5. CLIR/DLF primer A ‘portal’ turned inside out … Common services Content services Application services Presentation services I need a few references

6. CLIR/DLF primer Common services Content services Application services Presentation services authentication

7. CLIR/DLF primer Common services Content services Application services Presentation services Directory: user profile

8. CLIR/DLF primer Common services Content services Application services Presentation services Query broker

9. CLIR/DLF primer Common services Content services Application services Presentation services Directory: service/collection description

10. CLIR/DLF primer Common services Content services Application services Presentation services Content: results list

11. CLIR/DLF primer I’d like to get this book. Common services Content services Application services Presentation services Request broker

12. CLIR/DLF primer Common services Content services Application services Presentation services Directory: ILL policy

13. CLIR/DLF primer Common services Content services Application services Presentation services Directory: service/collection description

14. CLIR/DLF primer Common services Content services Application services Presentation services Content: circ/ILL system

15. CLIR/DLF primer I need this article too. Common services Content services Application services Presentation services Request broker

16. CLIR/DLF primer Common services Content services Application services Presentation services openURL resolver

17. CLIR/DLF primer Common services Content services Application services Presentation services Directory: local knowledge base

18. CLIR/DLF primer Nearly there … Common services Content services Application services Presentation services Directory: service/collection description

19. CLIR/DLF primer Common services Content services Application services Presentation services Content: article

20. CLIR/DLF primer Directory: ILL policy Common services Content services Application services Presentation services Authentication Directory: user profile Query broker Directory: service/collection description Reference db Request broker Circ/ILL system OpenURL resolver Directory: local knowledge base Article db Metadata for multiple entities required to support operations. This picture could be extended in multiple ways. Metadata for multiple entities required to support operations. This picture could be extended in multiple ways.

21. CLIR/DLF primer Metadata as intelligence …  Know what resources are available  Know how to play a resource  Know provenance of a resource  Know what use policy governs a resource  Know how to ingest a resource  Know how to interact with a resource  Know how to compose/decompose resources  …

22. CLIR/DLF primer … allows people and machines to work smarter … Metadata?

23. CLIR/DLF primer Metadata? Schematized … … statements about … … resources

24. CLIR/DLF primer Something about Resources

25. CLIR/DLF primer Resources: everything that moves  Multiple types of information Objects  Collections  Services  People  Organizations  Places  Terms  Formats  Rights  Business terms  License  … and will support multiple operations  Discovery to delivery  Digital asset management  Publishing interfaces: intersections between user information spaces and library information spaces

26. CLIR/DLF primer Different classes of metadata increasingly a part of complex object models  SCORM/Content package  METS  MPEG 21  …  Descriptive  Structural  Technical  Administrative  Rights  Preservation  Tracking  Provenance

27. CLIR/DLF primer Community? Cultural heritage Media industry Web/ Internet Library Instructional technology E-gov Research communities EAD, MARC AMC,.. MARC, MODS, DC, RSLP,.. Onix, … XML, RDF, OWL, … CSDGM, DDI, NBII, IVOA, … EGMS, AGLS, GILS, … GEM, DC-ED, IEEE-LOM, SCORM, … MPEG, JPEG, TIAA-CREF… * * * *

28. CLIR/DLF primer So …  More than discovery …  More than information objects …  More than library …

29. CLIR/DLF primer Something about schematized

30. CLIR/DLF primer Simple descriptive metadata!! ‘Element set’ Information model Encoding Values/content Application profile FRBR INDECS CIDOC … MARC21 DC VRA Core MODS Onix … Cataloging rules Controlled vocabs. … XML ISO2709 …

31. CLIR/DLF primer OAI

32. CLIR/DLF primer OAI-based mediation OAI Server#1 OAI Server#2 OAI Server#3 OAIHarvester WebBrowser Merged resource

33. CLIR/DLF primer OAI  A way of ‘publishing’ processable metadata on the network  A way of synchronizing databases  And …  The same for resources themselves?  A nice building block for other services

34. CLIR/DLF primer An example Following pages show some experimental services where OAI is used to ‘publish’ metadata. There is a WIKI interface to metadata stores managed under OAI. Following pages show some experimental services where OAI is used to ‘publish’ metadata. There is a WIKI interface to metadata stores managed under OAI.

35. CLIR/DLF primer

38. Edit Tools

39. CLIR/DLF primer

41. Interoperability  Recombinant potential  Economic and service issues  Cost

42. CLIR/DLF primer Interoperability a factor at all these levels.. For example..  Encoding  Element set  Content/values  Encoding  Element set  Content/values Examples: Z39.2/MARC/AACR DC OAI

43. CLIR/DLF primer Importance of agreements  DC profile  Vocabularies

44. CLIR/DLF primer This gives a context for discussing …  Traditional library practice  Strive for consistency at all three levels in the ISO 2709/MARC/AACR model  Institutionalised in standards, OCLC/RLG/LC, committees, …  Dublin Core  Consistency of element set  A small number of encodings  Content/values subject to separate agreement  OAI  A transport for resources.  No control over the transported resources  So …

45. CLIR/DLF primer Something about collections

46. CLIR/DLF primer

48. Collections grid highlow high Stewardship Uniqueness Books Journals Newspapers Gov. docs CD, DVD Maps Scores Special collections Archives Rare books Local history materials Archives & Manuscripts Theses & dissertations Freely-accessible web resources Research and learning materials ePrints/tech reports Learning objects Courseware E-portfolios Research data Untransferred records

49. CLIR/DLF primer Collections grid highlow high E-learning E-research Publishing Cultural heritage disclosure Reformatting Digital asset management Amazoogle D2D

50. Some observations  Bought materials  Licensed materials  Special collections/archives  Research and learning materials highlo w high Stewardship Uniqueness Metadata Cost/value Routine? Consolidated?

51. CLIR/DLF primer Making data work  Reading in the dark Reading in the dark

52. CLIR/DLF primer

57. Some thoughts …  Fragmentation  Fragmentation reduces gravitational pull  Fragmentation increases cost  Consolidation  Services  Processing  Mobilize collective capacity  Routinization/industrialization  Programmatic extraction of metadata from digital resources  Agreement  Plural disclosure  Want to make stuff available in lots of ways

58. Thank you! Lorcan Dempsey DempseyL@oclc.org