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What I’ll be covering today:
The Author Names project and development of the OAQ platform
Why did we undertake the project...
Author Names Project ~ background & goals:
Innovation project conducted through the Harvard Library Lab
through the genero...
Where library Metadata Creation departments have
come from:
Enormous cataloging backlogs were common and expected
within l...
To meet the challenge of scaling metadata creation, we
currently…
Never rekey data if we can cut & paste, preferably with ...
What library issues are we trying to address?
Backlogs are no longer viable strategies to gain time for
processing
Shorten...
What publisher issues are we trying to address?
Creating & sending an Author Questionnaire (AQ) is a low-tech
process at m...
You may ask… what IS an Author Questionnaire?
A form sent by publishers to their authors to obtain essential
information a...
What is OAQ?
OAQ is an open source, web-based tool for publishers that is easy
to use, flexible, brandable and supports pu...
What questions do Publishers ask their Authors?
variant name forms
list of author’s prior works

educational background
ge...
Why libraries would benefit from AQ data?
No rekeying information from book covers if a data stream is
established from pu...
Features of OAQ that benefit Publishers:
Secure publisher & author accounts with dedicated space in the tool
that is not s...
Charleston Conference
11/9/2013

Michelle Durocher
michelle_durocher@harvard.edu
DEMO SCREEN SHOT 1:
showing menu bar layout &
basic navigation
Charleston Conference
11/9/2013

Michelle Durocher
michelle...
DEMO SCREEN SHOT 2:
showing interface to create
questionnaire elements

Charleston Conference
11/9/2013

Michelle Durocher...
DEMO SCREEN SHOT 3:
showing sample scrolling
questionnaire w/ section
breaks and logo
Michelle Durocher
michelle_durocher@...
OAQ development partners with Harvard Library:
Tupelo Press, a small literary press
Harvard University Press

a PCC-contri...
Opportunities for interoperability & collaboration :

Charleston Conference
11/9/2013

Michelle Durocher
michelle_durocher...
In-process developments:
Integration via APIs of taxonomies, publisher schemas, and
identity registries, such as ORCID

Mo...
Thank You!
Questions?
Publishers and Libraries: Sharing Metadata Between Communities
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Publishers and Libraries: Sharing Metadata Between Communities

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Transcript of "Publishers and Libraries: Sharing Metadata Between Communities"

  1. 1. What I’ll be covering today: The Author Names project and development of the OAQ platform Why did we undertake the project?... some background What problems are we trying to solve & what benefits do we hope to gain … for libraries? … for publishers? Who are the project partners? What is OAQ and what features does it currently have? What is planned for the future? How can you participate? Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  2. 2. Author Names Project ~ background & goals: Innovation project conducted through the Harvard Library Lab through the generous support of the Arcadia Fund Conceived as a WIN-WIN for both publishers and libraries Leverages technology to create convenience for authors and automate how publishers and libraries work with author data Share author data in support of earlier creation of rich discovery metadata, first about authors themselves but also their works Form publisher/library partnerships that serve as a foundation for other mutually beneficial initiatives Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  3. 3. Where library Metadata Creation departments have come from: Enormous cataloging backlogs were common and expected within large research libraries … still true in the very recent past. User expectations for timely discovery and access were not the central drivers they are today. Library cataloging has been a largely manual process … one title at a time. Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  4. 4. To meet the challenge of scaling metadata creation, we currently… Never rekey data if we can cut & paste, preferably with a macro Now, as information sources used by catalogers are increasingly electronic and available to be shared in a networked environment… We want never to cut & paste if we can establish a reliable data feed Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  5. 5. What library issues are we trying to address? Backlogs are no longer viable strategies to gain time for processing Shorten “time to shelf” for new titles Transform information into data so that expertise outside the library can contribute to rich discovery metadata Collaborate beyond the library to identify and connect authoritative metadata sources with discovery tools Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  6. 6. What publisher issues are we trying to address? Creating & sending an Author Questionnaire (AQ) is a low-tech process at many publishers. Emailing Word docs or PDFs is common. The AQ process could be made more convenient for Authors. Unstructured AQ submissions can be unwieldy to work with, cutting & pasting into other formats to serve the business purposes that publishers have, e.g. marketing plans. Rich discovery metadata could be created with author information already being gathered by publishers but currently not leveraged Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  7. 7. You may ask… what IS an Author Questionnaire? A form sent by publishers to their authors to obtain essential information about the author & their works Common business practice across publishers of all sizes and types Sent to an author well before a title is published Used for core publisher activities, such as effective design, promotion and distribution of new titles Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  8. 8. What is OAQ? OAQ is an open source, web-based tool for publishers that is easy to use, flexible, brandable and supports publisher workflows to: Create & distribute online questionnaires securely to authors Package author data in custom formats that meets publisher internal business needs Enable creation of robust discovery metadata about authors & their works much earlier in the publication process Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  9. 9. What questions do Publishers ask their Authors? variant name forms list of author’s prior works educational background geographic affiliations professional associations biographical information Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  10. 10. Why libraries would benefit from AQ data? No rekeying information from book covers if a data stream is established from publishers No guessing about differentiating authors with similar names when author-supplied data can establish author identities with certainty Data is available well in advance of publication Richer data than libraries could ever sustainably gather on their own Reliable information comes from authors & their publishers directly Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  11. 11. Features of OAQ that benefit Publishers: Secure publisher & author accounts with dedicated space in the tool that is not seen by other participating publishers Publishers assign user roles to their staff as their needs dictate Interface similar to Word Processing for creating publisher-specific questionnaires with branding (publisher logo, font, colors) Simple sign-on for Authors completing publisher questionnaires Upload files, such as author photos and CVs Email notifications to authors & publishers’ staff triggered by specific processes Customized outputs in multiple formats with selected data elements to create function-specific reports, such as marketing reports, in addition to seeing answers to all questions Exportable data for flexible uses, e.g. ingest into other systems Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  12. 12. Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  13. 13. DEMO SCREEN SHOT 1: showing menu bar layout & basic navigation Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  14. 14. DEMO SCREEN SHOT 2: showing interface to create questionnaire elements Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  15. 15. DEMO SCREEN SHOT 3: showing sample scrolling questionnaire w/ section breaks and logo Michelle Durocher michelle_durocher@harvard.edu
  16. 16. OAQ development partners with Harvard Library: Tupelo Press, a small literary press Harvard University Press a PCC-contributing librarian from MIT Libraries Additional advisors have included: ORCID board member MIT Press staff member Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  17. 17. Opportunities for interoperability & collaboration : Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  18. 18. In-process developments: Integration via APIs of taxonomies, publisher schemas, and identity registries, such as ORCID More branding capabilities Online Help & Documentation Library-side outputs to automatically generate discovery metadata (Name Authority Records for authors) Outreach to additional partners for testing phase… like you! Charleston Conference 11/9/2013 Michelle Durocher michelle_durocher@harvard.edu
  19. 19. Thank You! Questions?
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