ALCTS Metadata Interest Group meeting, Midwinter 2013

ALCTS Metadata Interest Group
ALA Midwinter 2013
Sunday, January 27th from 8:30 to 10:00 am
Washington State Convention Center, TCC 204
Add this event to your Midwinter schedule: http://alamw13.ala.org/node/9033
 
Please join us for the ALCTS Metadata Interest Group Program at the 2013 ALA Midwinter Meeting in Seattle, Washington. We will be featuring two presentations focused on preservation metadata:
Sandy Card –  Binghamton University Libraries
Creating a metadata portal and workflows for a digital preservation repository
Binghamton University Libraries became one of the first academic libraries to implement Ex Libris’ Rosetta digital preservation system. This presentation will provide an overview of the process used to create the dictionary of metadata fields and metadata templates and the role Binghamton’s metadata catalogers have as project managers for preservation projects. Examples from the metadata portal and metadata templates will be shared; and the role non‐librarians have in creating metadata for the preservation of the University’s research materials will be explained.
Aaron Collie and Lucas Mak — Michigan State University Libraries
Incompatible or Interoperable? A METS bridge for a small gap between two digital preservation software packages
Michigan State University Libraries is utilizing Archivematica, an open‐source digital preservation system, to extract preservation metadata and to prepare digital objects for long term preservation. The management of this metadata and objects will be handled by the Fedora Commons middleware application. There exists a small gap between these two software packages that when bridged can create a robust pipeline for generating, extracting and handing metadata. This presentation will discuss utilizing the METS standards as the bridge between these two software packages by noting the differences between the software packages’ two implementations of the METS standard, the transformation design and assumptions, and will propose a possible implementation and code contribution.
A business meeting open to all will follow the presentations.
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2012 DLF Fall Forum notes & slides

An incredibly successful Digital Library Federation fall forum has just concluded in Denver. As part of this conference, attendees collaboratively took notes in GoogleDocs, linked from the individual session description pages off the Schedule page (http://www.diglib.org/forums/2012forum/2012-dlf-forum-schedule/); slides are being added so check back if not yet available.

This conference was seriously great and included an update on the Bibliographic Framework Initiative; tons on digital scholarship, data curation and digital humanities; and plenty more metadata fun.

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Cataloging Theory Meets the Real World

In Cataloging Theory in Search of Graph Theory and Other Ivory Towers (Dec. 2011) Ronald Murray and Barbara Tillett  wrote about enhancing cataloging theory.   Murray and Tillett conclude that cataloging theory formation and practice can now be understood as a much more comprehensive, multilayered activity containing two distinct viewpoints : the cosmological view of the bibliographic universe – managing large scale resource descriptions , and the quantum level view – character sets, identifiers, RDF triples, etc.

At ALA Midwinter Diane Hillman also described cataloging practice as a more comprehensive, multilayered activity.  She found the cost of traditional cataloging far too high for increasingly dubious value. Librarians must think differently. We must assume new roles as aggregators of relevant metadata content, create methods for developing and sharing data in an uncentralized environment, model and document best practices and develop vocabularies. We must learn new skills to adapt.

For many, daily work includes transfers and rebarcoding.  A 2011 survey found 58 percent of professional catalogers performed copy cataloging.  This work structure does not require us to take the cosmological view or to learn new skills so even if we developed new skills no one would notice.   How do we bridge the gap between what we should be doing and what we are doing?  Even with the appropriate skills we will not automatically be invited to the table.  The University of Minnesota recently created a Data Management and Access Department, consisting of staff from systems and cataloging/metadata. This appears to be one attempt to bridge that gap.

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The Bibliographic Framework Initiative : Are We all Speaking the Same Language?

Information about the planning underway for the MARC replacement can be found in Sally McCallum’s slides from a talk given at IGeLU:   http://igelu.org/wp-content/uploads/2012/09/IGeLU-sally-McCallum.pptx.  These includes interesting glimpses into the future.  A timeline information on slide 29 predicts  Phase 1.5, early experimentation with a very small group, should take place October-November.

I recently published an article in the Journal of Library Metadata comparing MARC’s death with Language death  http://www.tandfonline.com/doi/abs/10.1080/19386389.2012.700604   and discussed what language planning and death could teach us about MARC’s replacement.  The most recent slideshow illustrates how essential it is to develop a common understanding of words.   When you use pre-existing words to convey specific concepts with a non-typical meaning, people are not going to realize that they don’t understand each other.

Word Ambiguity

Annotation is usually defined as a critical or explanatory note or body of notes added to a text.  Slide 24 uses the term Annotation as “a resource that decorates other MARCR resources like holdings, cover images and reviews”, thus changing the definition from explanation to decoration.

Slide 23 delineates four core classes. The Work class reflects the conceptual essence of the item “roughly equivalent to a FRBR work or expression”. Instance, a word usually defined as a case or occurrence,  now as a core class means  “a resource reflecting an individual, material embodiment of the Work” , a good definition, but also different.

Interesting wording on Slide 18 as both FRBR and RDA are called “previous efforts” implying they are in the past, when RDA is yet to be completely implemented.

Language also grows through the creation of totally new words.  In such cases definitions are created through context.  Eric Miller  (Zepheira)  tweeted  “these slides are high level MARCitecture in nature, details soon” See: https://twitter.com/erimille/status/250343696510353408.  At least it is easily discernible what that word means.

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ALA Annual 2012: MARBI (Machine-Readable Bibliographic Information) meetings

10:30am-12:00pm, Sat. June 23; 1:00pm-5:00pm, June, 24, 2012

Matthew Wise, the committee Chair, announced the statement from ALCTS. The ALCTS Board approved to dissolve MARBI as of the conclusion of Annual 2013 and create a joint ALCTS-LITA Metadata Standards Committee (MSC) with liaison from RUSA with the similar charge of MARBI: “The ALCTS/LITA Metadata Standards Committee will play a leadership role in the creation and development of metadata standards for bibliographic information.  The Committee will review and evaluate proposed standards; recommend approval of standards in conformity with ALA policy; establish a mechanism for the continuing review of standards (including the monitoring of further development); provide commentary on the content of various implementations of standards to concerned agencies; and maintain liaison with concerned units within ALA and relevant outside agencies.”

Sally McCallum from the Library of Congress stated that the Library of Congress would revisit the structure of MARC Advisory Committee to include the members of MARBI and national libraries representatives as voting members. The new MAC will be LC’s consultative national committee, just as the other national partners have their own committees. A separate group, the MARC Steering Group, will include the national library representatives from LC, BL, DNB and LAC, and will have the final approval on MAC decisions. The names of these two new committees are provisional until next year. LC is committed to maintaining the formats and the current system of proposals and discussion papers.

2012‐02 Identifying Titles Related to the Entity Represented by the Authority Record in the MARC 21 Authority Format

After discussion, the proposal was asked to be tabled since many important considerations have surfaced which cannot be dealt in a logical manner at the MARBI table. The group preferred simple coding (all title elements in one subfield) rather than complicated coding (mirroring the uniform title 130/240 or title statement 245 fields). It was suggested that the proposal only referred to entities in authority 100, 110 and 111 fields, not 148, 150, 151.

Proposal No. 2012-03: Data provenance in the MARC21 bibliographic format

Option two of this proposal was approved (defining field 883) with revisions to the definition of $u to use it for URIs only, using $c instead of $1 for the confidence level, and defining 883 in the authority and classification formats.

Proposal No. 2012-04: New data elements in the MARC 21 authority format for Other Designation Associated with the Person and Title of the Person

This proposal was approved with the addition of $s, $t, $u and $v. The existing field 368 will be renamed to simply “Other Attributes.”

2012‐05 Making 250 Field Repeatable in the MARC 21 Bibliographic Format

This proposal was not approved. It was suggested that Music Library Association took this paper and worked it into a discussion paper for
the midwinter meeting.

2012‐06 Defining Subfield $c (Qualifying Information) in Field 028 (Publisher Number) in the MARC 21 Bibliographic Format

This proposal was approved with revision to define $q instead of $c.

2012‐07 Defining New Code for Vocal Score in Field 008/20 (format of music) in the MARC 21 Bibliographic Format

This proposal was approved.

2012‐DP02 Authority Records for Medium of Performance Vocabulary for Music

This paper will come back to the midwinter meeting as a proposal.

2012‐DP03 Chronological Aspects in the MARC 21 Bibliographic and Authority Formats

It was agreed that MARC need a place to encode date or period of creation in particular for the content of published collections/aggregated works. This paper will come back as a proposal at midwinter meeting. The task group will write a best practices document which will substitute for a content standard for now.

2012‐DP04 Recording Audience Characteristics of Works and Expressions in the MARC 21 Bibliographic
and Authority Formats

It was agreed that audience characteristics of a work is one of the work’s attributes and should be recorded. Most people preferred 3XX block rather than 6XX block since 6XX is named “subject”.  It also was suggested to not make 008/22 codes obsolete. The content standard will need to be developed to decide whether the terms should include the double dash syntax in their content standard, or possibly allow separate subfields.

2012‐DP05 Recording Creator/Contributor Group Categorizations of Works, Expressions, and Persons in the MARC 21 Bibliographic and Authority Formats

It was agreed that it would continue to be necessary to record in bibliographic records group categories for creators/contributors of compilations/aggregate works who share a particular characteristic. It was also agreed that individual persons have attributes for categories of groups to which they belong and should be recorded in personal name authority records. The 3XX block was preferable for this data than 6XX and the tags used in the Bibliographic and Authority formats should be the same if possible.  Separate 3XX fields for creator/contributor group categorizations and for audience characteristics were preferable to a single field for both. Nationality is not a clear‐cut question and there will be some redundancy. No clear answer was obtained.

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ALA Annual 2012: Digital Special Collections Discussion Group

4:00pm to 5:30pm
Digital Special Collections Discussion Group
Location: Disneyland Hotel, Monorail A
Sponsor: ACRL/RBMS

Moderated by Jason Kovari, the Digital Special Collections Discussion Group met on Saturday afternoon in a standing-room only session.  The discussion addressed three major topics:

  • Updates
  • Born-digital acquisitions
  • Donor requirements for digitization

Updates

  • Jason reported on work at Cornell University Library relating to ancient coins and hip hop flyers
  • Erika Dowell of Indiana University announced a new exhibit related to the War of 1812
  • The Getty Research Institute reported on a new research portal that links to full-text art history books
  • The University of Houston relayed information on a new project tracking initiative to address communication problems related to digital projects
  • The University of Michigan’s Center for the History of Medicine announced a forthcoming exhibit, to be available in October 2012, related to the influenza epidemic of 1918-19
  • The New York Historical Society announced an initiative for digitizing photographs of New York City, with fifty-thousand images included for scanning
  • The Yale University Library described a linking effort to connect a batch of previously-restricted correspondence from Georgia O’Keefe to a finding aid
  • Ripley’s Believe It Or Not! reported on an effort to digitize 80 years’ worth of cartoons
  • The National Library of Medicine announced the completion of a two-year project to digitize Spanish-language medical books and pamphlets
  • The Duke University Library reported on the IMLS-funded project undertaken by Triangle Research Libraries Network to digitize manuscripts related to the civil rights movement
  • The University of Virginia Library announced the creation of a digital archive to collect materials related to the resignation of University President Teresa Sullivan

Born-digital Acquisitions

Following updates, the group briefly addressed the topic of born-digital acquisitions, touching on the following points:

  • Access rules – unpublished content may be treated differently, country-to-country
  • The Yale University Library has issued a series of guidelines for authors to keep their content safe and providing advice on how works might be arranged

Donor Requirements for Digitization

The majority of the session focused on what requirements donors might request or demand related to digitization of gifts made to the library.  Broadly, the discussion addressed three themes – curation, workflows and communication, and resources – with relevant points enumerated below.

Curation

  • A conversation between curators and the development office, if it is involved, is necessary to avoid gifts wherein all content, regardless of research value, must be accepted and digitized
  • At several institutions, loose committees are formed to review digital project proposals (which may be submitted by anyone)

Workflows and Communication

  • A large gift, without instructions or a discussion about the scope of digitization, can be frustrating and disruptive to multiple departments
  • Can there be a single workflow for receiving donations, or must the variables be re-negotiated every time?
  • How can we establish a feedback loop to reference staffs to enable them to know about the existence of donated collections?
  • One possible solution:  have separate digitization workflows – one patron-driven, one for curated digital projects
  • Bureaucracy not necessarily bad in some cases, especially where there is an institutional imperative for collaboration

Resources

  • Necessity of determining what it means to digitize:  does the donor expect a stand-alone exhibit, or is it acceptable to attach digitized materials to a finding aid?
  • The institution must be mindful of promises made regarding the date of availability, as speed and quality are difficult to achieve together
  • Scarcity:  is everyone’s digitization team too small?
  • Digitization requires more overhead – equipment, storage, description for every object

 

Throughout the conversation, the group made clear that establishing clear communication with donors and with other relevant departments within the library is a top priority.  Some institutions reported that they had made progress in this area and had developed documentation that they might be able to share the documents following the conference.

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