1. 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

2. Sobek for Curators and Collection Managers Training Series 1.Introduction to SobekCM's Capabilities 2.Submitting and Editing Resource Files and Metadata 3.QC Online and Serial Hierarchy 4.Curator Tools and Outreach http://www.youtube.com/user/sobekcm http://ufdc.ufl.edu/IR00003545

3. Agenda 1)Metadata a)Metadata in SobekCM b)Metadata for projects ( existing v. new ) c)Importing records (MARC, Spreadsheets, etc..) d)Templates e)Default Metadata 2)Online submission a)Without files b)With files 3)Editing metadata 4)Uploading new images/files 5)Editing behaviors online 6)Adding new volumes online 7)Adding spatial information to your item and geo-placing a map online (beta)

4. Metadata

5. Metadata in SobekCM 1)Metadata Architecture 2)METS 3)MODS 4)Extension Schemas 5)VRACore Example

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

7. 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

8. 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

9. 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

10. Extension Metadata Modules Click Click to view full version

11. 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 )

12. 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..

13. VRACore Example

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

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

16. Metadata for Projects Existing v. New? Format of existing? How to get the data in? Pros and cons of each approach?

17. Metadata for Projects SobekCM Record Goal

18. Metadata for Projects Existing Record No / Poor Records Project Source

19. Metadata for Projects SobekCM Record Existing Record No / Poor Records ?

20. Metadata for Projects SobekCM Record Add Volume Web Submit MARC Import Spreadsheet Import Existing Record No / Poor Records

21. Metadata for Projects SobekCM Record Add Volume Web Submit MARC Import Spreadsheet Import Existing Record No / Poor Records

22. Bulk Importing Records Demos MARC Import Spreadsheet Import

23. 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 ) – Email addresses to receive notification of submissions – Include user as author? – Permissions statement – New BibID* root ( i.e., ‘IR’, ‘AA’, ‘CA’, etc.. ) – Custom help page URL Stored as XML files at the instance level * Jargon Alert!

24. 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

25. Setting Default Metadata / Templates

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

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

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

29. Editing Behaviors

30. Adding New Volumes

31. Spatial Information (beta)

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