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Metadata Normalization

Metadata Normalization. A Case Study in Primo -- and -- Linked Open Data In Libraries. Topical Overview. Non-OPAC Discovery Systems ILS - Discovery System Interoperability SFX Optimization Metadata Normalization Ex Libris’ Primo - A Case Study Front end and System Overview

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Metadata Normalization

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  1. Metadata Normalization A Case Study in Primo-- and --Linked Open DataIn Libraries Metadata Working Group Forum Cornell 2008-05-16

  2. Topical Overview • Non-OPAC Discovery Systems • ILS - Discovery System Interoperability • SFX Optimization • Metadata Normalization • Ex Libris’ Primo - A Case Study • Front end and System Overview • Primo - System Demo • Primo - NYU’s Implementation Metadata Working Group Forum Cornell 2008-05-16

  3. Topical Overview • Primo (Cont) • Metadata and Data Analysis • Challenges and Possibilities • Common Models and Linked Open Data • An Alternative Approach • Data Harmonization Benefits • Authority Control • Application Profiles • A possible future for Bibliographic Data Metadata Working Group Forum Cornell 2008-05-16

  4. Not an OPAC Replacement • Primo, Endeca, Encore, AquaBrowser, Library Find, VUFind, WorldCat Local • Not OPAC Replacements • More seamless discovery • “Web 2.0” • Fewer Clicks - ease of use • Cross-depository discovery Metadata Working Group Forum Cornell 2008-05-16

  5. Encore by III “Encore goes beyond the online-catalog model to provide a better patron experience that leverages library content and patron-contributed information. Key features include: • Faceted search by multiple parameters • RightResult™ relevance-ranking • Real-time holdings and status information • Suggested links to content related to the user's search” http://www.iii.com/encore/main_index2.html Metadata Working Group Forum Cornell 2008-05-16

  6. AquaBrowser “Whatever it is, wherever it is, patrons can quickly and easily find it using a single interface for all types and formats of content. Visually represented and faceted search results allow your patrons to search and discover information faster and more effectively. Relevant search results help them find answers fast. Word clouds encourage exploration and discovery. Facets help to quickly focus the results.” http://www.aquabrowser.com/products/academic/ Metadata Working Group Forum Cornell 2008-05-16

  7. Endeca “Endeca for Libraries is the most effective way for members of the library community to find the book or resource they need and to discover new information they didn't even know the library owned, which drives increased usage of the library's resources, usage of legacy library collections, and re-circulation.” http://endeca.com/byIndustry/media/index.html Metadata Working Group Forum Cornell 2008-05-16

  8. Primo “Interfacing seamlessly with library applications from Ex Libris and other vendors … management of all types of library resources, regardless of format and location.” “Find it all. Find it Easily. Get it” http://www.exlibrisgroup.com/category/PrimoOverview Metadata Working Group Forum Cornell 2008-05-16

  9. WorldCat Local • “A localized version of WorldCat with custom branding and relevancy ranking • … interoperates with your existing ILS and fulfillment systems … • Single-search, multilingual interface for all physical and electronic content held locally or in remote locations • Integrated access to the most appropriate delivery options” http://www.oclc.org/worldcatlocal/default.htm Metadata Working Group Forum Cornell 2008-05-16

  10. One Problem, Many Solutions • Users want a more seamless discovery experience • Libraries get locked on the 2.0 buzz • Tagging, Reviews, Recommendations • Improved Relevancy Ranking • Other goals may be more important • Fewer clicks to fulfillment • Cross-Depository Discovery Metadata Working Group Forum Cornell 2008-05-16

  11. More Intuitive Searching • Less complicated initial searches • Less pre-search limiting • More post-search limits via faceting • Appropriate Delivery bubbles up • Trade-offs… Metadata Working Group Forum Cornell 2008-05-16

  12. Not in your OPAC • DLF ILS Discovery Interface Task Force • From the “Berkeley Accords”: • “participants agreed to support a set of essential functions through open protocols and technologies by deploying specific recommended standards” • Harvesting, Availability, Linking Metadata Working Group Forum Cornell 2008-05-16

  13. Availability and Access • Links to full resource at the front • Carefully considered SFX options • Record FRBRization and Dedup • Availibility Statements real time(or as close as possible) Metadata Working Group Forum Cornell 2008-05-16

  14. Open URL From Primo Other Data Source Aleph Record Aleph Record(s) and/orother data deduped • Query: • Other NYU Cat • WorldCat • Link both toISBN/ISSN • Search • Query: • Aleph (link to Holdings) • Other NYU Cat • WorldCat • Link Others to ISBN/ISSN • Search • Query: • Aleph (link to Holdings) • Other NYU Cat • WorldCat • Link Others to ISBN/ISSN • Search Metadata Working Group Forum Cornell 2008-05-16

  15. Primo: A Case Study • Normalization Rules • Delivery templates • Tight SFX and MetaLib Integration • “Pipes” for different data sources • Hourly Availability Checking • (Real Time in Version 2.0) Metadata Working Group Forum Cornell 2008-05-16

  16. Harvesting • Different Data Sources • Different Normalization Rules • All standardized on Primo Normalized XML (PNX) Record • Very Flat, sections corresponding to Primo Functionality Metadata Working Group Forum Cornell 2008-05-16

  17. Display Section Links Section Search Section Sort Section Facets Section Dedup Section FRBR Section Delivery Section The PNX Record Metadata Working Group Forum Cornell 2008-05-16

  18. BobCat (Aleph) MarcIt! EAD Records (Archivists Toolkit) Preservation Repository Faculty Digital Archive (IR) Art Images (Luna Insight) MetaLib Resources Data in SOLR Newspaper Index Data Sets Data Sources at NYU Metadata Working Group Forum Cornell 2008-05-16

  19. Issues and Challenges • Managing Deduplication • Dedup Data only out of box for MARC • Writing for OAI-PMH sources (EAD) • Consortial Environment(s) • Appropriate Delivery Options • “Interpreting” Metadata Metadata Working Group Forum Cornell 2008-05-16

  20. EAD Records • Archivists Toolkit • Previously in Access, Notepad, Excel • Authority Control (sort of) • OAI-PMH Overlay • Multiple layers of Crosswalking • Deduping Metadata Working Group Forum Cornell 2008-05-16

  21. EAD / Aleph Dedup • Aleph Title: • James E. Jackson and Esther Cooper Jackson papers • EAD Title: • Guide to the James E. Jackson and Esther Cooper Jackson papers 1917-2004 (Bulk 1937-1992) Tamiment 347 Metadata Working Group Forum Cornell 2008-05-16

  22. MARC + EAD EAD Record EAD PNX OAI-DC Recordw/ FT of EAD Dedup PNX Aleph Record MARC Recordw/ Auth Data Aleph PNX Authority Records Metadata Working Group Forum Cornell 2008-05-16

  23. Value of Dedup • Indexing the Best of Both Worlds • EAD Records: • Inventory • Long Biographical / Historical Notes • MARC Data: • Cross References for Access Points Metadata Working Group Forum Cornell 2008-05-16

  24. Why is it so hard? • Continually Repetition of Effort Metadata Working Group Forum Cornell 2008-05-16

  25. Metadata Working Group Forum Cornell 2008-05-16

  26. A Distinction • Metadata Harmonization: • the “ability to use serveral different metadata standards in a single software system.” • Metadata Normalization: • mapping serveral different metadata standards to a single schema or structure for use in a single software system. Metadata Working Group Forum Cornell 2008-05-16

  27. MARC + EAD EAD Record EAD PNX OAI-DC Recordw/ FT of EAD Dedup PNX Aleph Record MARC Recordw/ Auth Data Aleph PNX Authority Records Metadata Working Group Forum Cornell 2008-05-16

  28. Linked Open Data • Use URIs as names for things • Use HTTP URIs so that people can look up those names. • When someone looks up a URI, provide useful information. • Include links to other URIs. so that they can discover more things. http://www.w3.org/DesignIssues/LinkedData.html Metadata Working Group Forum Cornell 2008-05-16

  29. Primo is NOT Linked Data • List of nearly a dozen sources, some “normalized” more than once • “Normalized” into another proprietary format, used by one system • Additional Resources require additional pipes Metadata Working Group Forum Cornell 2008-05-16

  30. Linked Library Data • Resources get URI’s early in lifecycle • Properties get URI’s • Vocabularies get URI’s • Everything is dereferenceable as to it’s meaning Metadata Working Group Forum Cornell 2008-05-16

  31. Conclusions • DCMI/RDA Work • NSDL Registry Work • LC Registry Work • MODs as RDF (Simile & LC) • OAI-ORE • OAI2LOD Metadata Working Group Forum Cornell 2008-05-16

  32. Conclusions • This stuff is happening • We need to be playing with it • We need to be applying lessons from projects like Primo to it • Library Data is a key component! Metadata Working Group Forum Cornell 2008-05-16

  33. …and Librarydata is extremely complicated Metadata Working Group Forum Cornell 2008-05-16

  34. MARC Record Graph • Does not include authority data • Coins new URI’s any non-literal value • Contains a few minor modeling errors <modsrdf:Publisher modsrdf:value="Crowell" rdf:about="http://simile.mit.edu/2006/01/publisher/Crowell"> <modsrdf:location> <modsrdf:Place modsrdf:name="New York“ rdf:about="http://simile.mit.edu/2006/01/place/marccountry/nyu"/> </modsrdf:location> </modsrdf:Publisher> Metadata Working Group Forum Cornell 2008-05-16

  35. Thanks! Questions? corey.harper@nyu.edu 212.998.2479 Metadata Working Group Forum Cornell 2008-05-16

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