Pattern Recognition in Action for Cataloging and Metadata

1. Pattern Recognition in Action for Cataloging and Metadata 2006 OLC Technical Services Retreat Chris Grabenstatter April 25, 2006

2. Agenda • OCLC Cataloging/Metadata strategic directions • Architecture to support strategy • Examples of projects

3. Cataloging Environment • Fewer catalogers, reduced budgets • Little growth in print materials acquisitions • E-resources increasing – cataloged?

4. Deliver more automatically • Build on PromptCat, Cataloging Partners program success • Partner with major materials providers • Cataloging tied to selection – possible new service

5. More Scripts/Language Support • Growing WorldCat • Supporting libraries’ diverse collections • Easier to get materials cataloged • Growing membership • One stop shopping • Both US and global libraries

6. Metadata support for e-content • Support automated metadata generation for e-resources • Facilitate storage and discovery of digital content • Support new metadata schemes - crosswalks • Enrich WorldCat with e-serials records and holdings

7. Continue to deliver value • Ongoing Connexion maintenance • Standards • Simplify pricing

8. “The Internet is entering its Lego era. Indeed, blocks of interchangeable software components are proliferating … and developers are joining them together to create a potentially infinite array of useful new programs.” --John Markoff, The New York Times, April 5, 2006 Lego Era

9. Library 2.0 “Library 2.0 is about small pieces of software loosely joined, … requires business models where multiple vendors bring value to consumers together … to reduce duplication of effort and reduce barriers to innovation…” --Paul Miller, “Library 2.0: the challenge of disruptive innovation.” http://www.talis.com/resources/documents/447_Library_2_prf1.pdf

10. OCLC Metadata Management Service Connexion Digital Archive Content Coop ILS PICA NetLibrary Material Vendors Publishers OAI Repositories Local DB’s Web Services/Portal/API Layer Local Holdings (MFHD) OAI Harvest Validate DA Ingest DA Extract DA Access Metadata Creation Z39.50 (authorities Non-roman Format Crosswalks Acquisitions/ Selection Terminologies Pan/Zoom Language Service SRW/Zing Update Shelf Ready Reports & Stats Profiling Metadata Capture Usage Stats Profiling Data Digital Archive

11. Projects Metadata support for e-content • Extraction/Creation Web Service • Crosswalk Web service • OCLC Terminologies Service • Content Cooperative Pilot • OCLC eSerials Holdings Service

12. Extraction/Creation Web Service Extract metadata from Web sites, PDF files, and Word files • Re-implementing and enhancing functionality currently available in Connexion browser • Connexion browser – May 2006 • Connexion client 1.60 – June 2006

13. Connexion extract metadata • Enter URL or path to extract metadata • Supported file types .htm, .doc, .pdf • Create multiple records from Web sites linked to the parent URL • Specify to display or save created workforms, apply default constant data, and define My Status value • Future – add tools to “create” metadata

19. Crosswalk Web Service • Batchload/PromptCat • ONIX to MARC • OAI harvesting – Dublin Core to MARC • Future • Import and export Dublin Core data from Connexion client • Support for other metadata schemes both browser and client interfaces

20. OCLC Terminologies service • Introduction, June 2006 • Add more access points using other controlled vocabularies, e.g., MeSH, GSAFD • Available to all OCLC Cataloging subscribers • Subscriptions available for non-Cataloging users • Use with a variety of metadata editors, e.g., Connexion browser and client

21. List of Terminologies in initial release • aat - Art & Architecture Thesaurus (J. Paul Getty Trust) • dct - Dublin Core Metadata Initiative Type Vocabulary (Dublin Core Metadata Initiative) • gmgpc - Thesaurus of Graphic Materials, TGM I (Library of Congress) • gsafd - Guidelines On Subject Access To Individual Works Of Fiction, Drama, Etc. (American Library Association) • lctgm - Thesaurus of Graphic Materials, TGM II (Library of Congress) • mesh - Medical Subject Headings (MeSH®) (National Library of Medicine) • ngl - Newspaper Genre List (University of Washington) • tgn - Thesaurus of Geographic Names (J. Paul Getty Trust) • ulan - Union List of Artists' Names (J. Paul Getty Trust

22. Terminology Pane A separate application 1 2

23. Content Cooperative Pilot • Upload content objects to the OCLC Digital Archive from Connexion browser and client interfaces • Digital image, thesis & dissertation, oral history, e-book, video, etc. • Replace WorldCat records to automatically add a URL pointing to the content object • Access digital content from FirstSearch, Group Catalogs, and OpenWorldCat

30. Planned Open WorldCat Page for Digital Image

31. Planned Zoom & Pan

32. OCLC eSerials Holdings service • Automatically updates eSerials holdings in WorldCat • Access to eSerials via WorldCat Resource Sharing • Access to eSerials through OCLC discovery platform • Compare electronic and print serials collections No additional work for the library!

33. P P P E E P E P P E E P E E E Digital Collections D P E P E P E Print Collections P P P E P E E Links to online Full Text Resource Sharing Services Links to OPACs P P E P E E OCLC Libraries Vendors OCLC OCLC FirstSearch WorldCat Resource Sharing WorldCat Collection Analysis Open WorldCat Resolver / A-Z serials list Resolver / A-Z serials list P E P P

34. Pilot Partners • 35 Pilot libraries • EBSCO • Ex Libris • Serials Solutions • TDNet • More to come

35. Benefits to the library • Increased operational efficiencies in ILL • Filling where possible • A revenue opportunity for some • You control requests via automatic deflection • Increased visibility at the point of need • Leverages investment in services

36. Progress • Initial production system available late June 2006 • Web-based registration form • No charge to participate in the eSerials holdings service • Future enhancements projected to include options for local holdings data, MARC record update service, and additional deflection choices

37. ProjectsDeliver more automatically • Improve shelf-ready cataloging • PromptCat/Cataloging Partners – 100% goal • Partner with major vendors • Selection • Possible future service • OCLC partnering with materials vendors to help with notification slip selection process • Cataloging a by product of selection • Watch for more information in the future!

38. Projects More Scripts/Language support • New scripts support • Cyrillic, Greek and Hebrew – July 2005 • Thai and Tamil scripts for use with Connexion client 1.50 (investigating Devanagari, Sinhala, and Bengali next) • Connexion interface translations • Client • Chinese (Traditional and Simplified) and Japanese – July 2005 • German and Korean – Nov. 2005 • CatExpress – French (Nov. 2006) • Unicode export – Nov. 2005 • Automatic transliteration Web service – June 2006

41. Questions, Answers & Sharing ? ? ?

42. Cataloging future directionsContact us • Eric Childress: eric_childress@oclc.org • Chris Grabenstatter: c_grabenstatter@oclc.org