Metadata practice and direction: a community perspective

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A review of metadata issues, practices, standards and directions in the library and related space.

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  • Welcome. My name is Jay Jordan and I am President and CEO of OCLC. I am joined today by Cathy De Rosa, Vice President of Corporate Marketing for OCLC. We are pleased to be able to discuss with you today a report that we recently completed for the OCLC Membership – The 2002 OCLC Environmental Scan – Pattern Recognition.
  • Metadata practice and direction: a community perspective

    1. 1. Metadata practice and direction: a community perspective Lorcan Dempsey VP Research and Chief Strategist CLIR/DLF. Managing Digital Assets: A Primer for Library and Information Technology Administrators   Charleston, SC February 4-6, 2005  
    2. 2. Overview Metadata Community Practice Directions
    3. 3. Metadata
    4. 4. Metadata? Schematized … … statements about … … resources
    5. 5. Metadata supports operations on resources …. … and relieves the user of having to have advance knowledge of the characteristics or existence of the resource. <ul><ul><li>Know what resources are available </li></ul></ul><ul><ul><li>Know how to play a resource </li></ul></ul><ul><ul><li>Know provenance of a resource </li></ul></ul><ul><ul><li>Know what use policy governs a resource </li></ul></ul><ul><ul><li>Know how to ingest a resource </li></ul></ul><ul><ul><li>Know how to interact with a resource </li></ul></ul><ul><ul><li>Know how to compose/decompose resources </li></ul></ul><ul><ul><li>… </li></ul></ul>
    6. 6. Metadata? … allows people and machines to work smarter …
    7. 7. In network space metadata will be associated with everything that moves <ul><li>Multiple types of information Objects </li></ul><ul><li>Collections </li></ul><ul><li>Services </li></ul><ul><li>People </li></ul><ul><li>Organizations </li></ul><ul><li>Places </li></ul><ul><li>Terms </li></ul><ul><li>Formats </li></ul><ul><li>Rights </li></ul><ul><li>… and will support multiple operations </li></ul><ul><li>An example: a library portal  </li></ul>
    8. 9. A ‘portal’ turned inside out … Common services Content services Application services Presentation services I need a few references
    9. 10. Common services Content services Application services Presentation services authentication
    10. 11. Common services Content services Application services Presentation services Directory: user profile
    11. 12. Common services Content services Application services Presentation services Query broker
    12. 13. Common services Content services Application services Presentation services Directory: service description
    13. 14. Common services Content services Application services Presentation services Content: results list
    14. 15. I’d like to get this book. Common services Content services Application services Presentation services Request broker
    15. 16. Common services Content services Application services Presentation services Directory: ILL policy
    16. 17. Common services Content services Application services Presentation services Directory: service description
    17. 18. Common services Content services Application services Presentation services Content: circ/ILL system
    18. 19. I need this article too. Common services Content services Application services Presentation services Request broker
    19. 20. Common services Content services Application services Presentation services openURL resolver
    20. 21. Common services Content services Application services Presentation services Directory: local knowledge base
    21. 22. Nearly there … Common services Content services Application services Presentation services Directory: service description
    22. 23. Common services Content services Application services Presentation services Content: article
    23. 24. Directory: ILL policy Common services Content services Application services Presentation services Authentication Directory: user profile Query broker Directory: service description Reference db Request broker Circ/ILL system OpenURL resolver Directory: local knowledge base Article db <ul><li>Metadata for multiple entities required to support operations. </li></ul><ul><li>This picture could be extended in multiple ways. </li></ul>
    24. 25. Community
    25. 26. Community? * * * * Cultural heritage Media industry Web/ Internet Library Instructional technology E-gov Research communities Book industry EAD, MARC AMC, .. MARC, MODS, DC, RSLP, .. Onix, … XML, RDF, OWL, … CSDGM, DDI, NBII, IVOA, … EGMS, AGLS, GILS, … GEM, DC-ED, IEEE-LOM, SCORM, … MPEG, JPEG, …
    26. 27. Community politics <ul><li>‘ Techeology’ </li></ul><ul><ul><li>Technology as ideology </li></ul></ul><ul><ul><li>Communities coming together in new shared space </li></ul></ul><ul><ul><li>Boundary confusion </li></ul></ul><ul><ul><li>‘ Mergers and acquisitions’ </li></ul></ul><ul><ul><li>Political and commercial skin at risk </li></ul></ul><ul><li>Different </li></ul><ul><ul><li>World views </li></ul></ul><ul><ul><li>Requirements </li></ul></ul><ul><ul><li>Traditions </li></ul></ul><ul><ul><li>Legacies </li></ul></ul><ul><ul><li>Experience </li></ul></ul>Ontology recapitulates ideology
    27. 28. Practice
    28. 29. Simple descriptive metadata!! FRBR INDECS CIDOC … MARC21 DC VRA Core MODS Onix … Cataloging rules Controlled vocabs. … XML ISO2709 … RDF ‘ Element set’ Information model Encoding Values/content Application profile
    29. 30. Interoperability a factor at all these levels .. For example .. <ul><li>Encoding </li></ul><ul><li>Element set </li></ul><ul><li>Content/values </li></ul><ul><li>Encoding </li></ul><ul><li>Element set </li></ul><ul><li>Content/values </li></ul>
    30. 31. This gives a context for discussing … <ul><li>Traditional library practice </li></ul><ul><ul><li>Strive for consistency at all three levels in the ISO 2709/MARC/AACR model </li></ul></ul><ul><ul><li>Institutionalised in standards, OCLC/RLG/LC, committees, … </li></ul></ul><ul><li>Dublin Core </li></ul><ul><ul><li>Consistency of element set </li></ul></ul><ul><ul><li>A small number of encodings </li></ul></ul><ul><ul><li>Content/values subject to separate agreement </li></ul></ul><ul><li>OAI </li></ul><ul><ul><li>A transport for resources. </li></ul></ul><ul><ul><li>No control over the transported resources </li></ul></ul><ul><ul><li>So … </li></ul></ul>
    31. 32. The interoperable core and communities of practice? MARC XML MARC 21 ONIX Dublin Core MODS Dublin Core GEM SCORM DC-Ed LOM Godby, Smith and Childress
    32. 33. Different classes of metadata increasingly a part of complex object models <ul><li>SCORM </li></ul><ul><li>METS </li></ul><ul><li>MPEG 21 </li></ul><ul><li>… </li></ul><ul><li>Descriptive </li></ul><ul><li>Structural </li></ul><ul><li>Technical </li></ul><ul><li>Administrative </li></ul><ul><ul><li>Rights </li></ul></ul><ul><ul><li>Preservation </li></ul></ul><ul><ul><li>Tracking </li></ul></ul><ul><li>Provenance </li></ul>
    33. 34. Directions
    34. 35. Makers and takers in a time of rapid development <ul><li>Makers </li></ul><ul><ul><li>Looking over the horizon </li></ul></ul><ul><ul><li>A clean slate </li></ul></ul><ul><ul><li>At the center of their world </li></ul></ul><ul><ul><li>A moving target </li></ul></ul><ul><ul><li>Religious differences </li></ul></ul><ul><li>Takers </li></ul><ul><ul><li>Focus on here and now </li></ul></ul><ul><ul><li>Manage legacy environments </li></ul></ul><ul><ul><li>Multiple systems and services and priorities </li></ul></ul><ul><ul><li>Want stability </li></ul></ul><ul><ul><li>Secular pragmatism </li></ul></ul>
    35. 36. Interoperability is an economic and service issue <ul><li>Extract maximum value from investment in </li></ul><ul><ul><li>Data (metadata and content) </li></ul></ul><ul><ul><li>Services </li></ul></ul><ul><li>By ensuring that they are </li></ul><ul><ul><li>Sharable </li></ul></ul><ul><ul><li>Reusable </li></ul></ul><ul><ul><li>Recombinable </li></ul></ul><ul><li>Remember: </li></ul><ul><ul><li>Element set </li></ul></ul><ul><ul><li>Encoding </li></ul></ul><ul><ul><li>Value spaces </li></ul></ul>
    36. 37. Cost <ul><li>Pressures: </li></ul><ul><ul><li>Manage in a world of resource abundance </li></ul></ul><ul><ul><li>Demonstrate value </li></ul></ul><ul><li>Issues </li></ul><ul><ul><li>Programmatically promote metadata from resources where possible </li></ul></ul><ul><ul><li>Assess where intellectual contribution justified </li></ul></ul><ul><ul><li>Increasingly complex relationships between resources </li></ul></ul><ul><ul><li>Bringing together metadata from different policy regimes </li></ul></ul>Fragmentation of community agreements and standards activities?
    37. 38. Statements <ul><li>Trust </li></ul><ul><li>Inference </li></ul><ul><li>Annotation, review, commentary </li></ul>So what about the Semantic Web then?
    38. 39. Metadata <ul><li>Schematized statements about resources </li></ul><ul><li>Historically independent communities of interest overlapping in a network space </li></ul><ul><li>Practitioners faced with high acronymic density, many choices, and often a moving target </li></ul><ul><li>Kaleidoscopic perspective .. May fall into pattern at any minute … </li></ul>
    39. 40. Over to you … Thank you! Lorcan Dempsey [email_address]
    40. 41. The pattern is new … The knowledge imposes a pattern and falsifies For the pattern is new in every moment

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