Janet Lees

1
Moving Metadata Upstream early outcomes from the
OCLC Next Generation Cataloging Pilot
LIBER Annual General Conference Istanbul
2nd July, 2008

• Janet Lees
• Community Liaison
• OCLC

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What Fred Saw
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What needs to be done?

• Specialist view
• conformance to specifications (rules)
• priorities fullness and detail
• Pragmatist view
• make as many materials as possible available as
  quickly as possible
• priorities speed and efficiency
• Users view
• Easy, fast and convenient
• Priorities just do it get it now

4
What is the conclusion?

• Growing realisation that the current model is
  unsustainable
• LC Working Group on the Future of Bibliographic
  Control
• Increase the efficiency of bibliographic
  production and maintenance
• Make more use of bibliographic data earlier in
  the supply chain
• Publishers are facing the same issues
• Metadata creation is expensive and labour
  intensive but no or incomplete metadata means
  no or lower sales

5
Exploring alternatives cooperatively

• Next Generation Cataloguing and Metadata Creation
  Pilot
• OCLC pilot program with publishers, vendors and
  libraries January June 2008 http//www.oclc.org/
  productworks/nextgencataloging.htm

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Whats the pilot about?

• Finding solutions that are interoperable and
  easily shared inside and outside the library
  community
• Working with partners outside the library
  (publishers, vendors etc) to acquire metadata and
  repurpose it centrally to fit into a new workflow
  / supply chain
• Exploring ways to create, ingest and share
  multiple types of metadata
• Libraries becoming more open to the use of
  non-MARC data, vocabularies etc
• Publishers finding ways to leverage library data
  including classification, terminologies and
  authorities
• Changing management workflows and practices
• Reduce practices that require manual manipulation
  of existing metadata
• Allow different levels of metadata based on
  material type, user needs
• Allow metadata for new titles to be enriched over
  time

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Whos participating?

• Libraries Phoenix Public, Ohio State
  University, Chicago Public, MIT
• Publishers/Vendors Ingram, Princeton University
  Press, Hachette Book Group, Taylor Francis
• Advisory Board Paul DeAnna, National Library of
  Medicine, Phil Schreur, Stanford University
  Libraries, David Williamson, LC, John Chapman,
  University of Minnesota Libraries, Michael
  Norman, University of Illionois,
  Urabana-Champaign, Laura Dawson, Consultant, Nora
  Rawlinson, Consultant, Kevin Clair, Barnes
  Noble, Marlene Harris, Chicago Public Library

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What is the pilot doing?

• Publisher and vendors provided title data in ONIX
• OCLC converted the data to MARC
• Metadata is enriched through data mining of
  WorldCat and data mapping from existing data
  elements
• Resulting MARC record added to WorldCat
• Libraries give feedback on the records in
  WorldCat
• Enhanced metadata is converted back to ONIX
• Publisher and vendors provide feedback

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What have we learnt so far?

• It took longer than we thought..
• ONIX to MARC crosswalk needed to be enhanced
• MARC to ONIX crosswalk was created and enhanced
• Define rules and hierarchies for data mining
  based on FRBR
• More mapping between DDC and BISAC subject
  headings
• Need several iterations of ingest, creation /
  enhancement, feedback .

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Work in progress..

• Pilot Advisory Board providing input on
  development of evaluative tools and measures
• Pilot partners to use evaluative tools to provide
  feedback on record quality and usefulness
• Create some case studies
• Report and recommend next steps
• Disseminate at appropriate venues

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Summary

• Libraries, OCLC, Publishers and Vendors working
  together to repurpose the supply chain
• Goal is reduction of effort and duplication
• Metadata should be acquired early and once .. And
  made to work harder / smarter
• Need to understand the required changes to
  workflows for all stakeholders in order to
  realise benefits

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Before we go

• Update on changes to OCLC Governance
• OCLC Board of Trustees and Members Council
  approved a new governance structure
• New structure will comprise a number of regional
  councils, a global council and Board of Trustees
• Global council will elect 6 members to (13 17
  member) Board of Trustees
• Definition of membership will be changed to
  encourage more participation
• Transition process over the next 12-18 months
  (input sought)
• Fuller description at www.oclc.org/uk/en/news/rele
  ases/200812.htm

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Thank you . and see you later