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Auger MARC - Stayin' Alive


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This talk was provided by Tim Augur of Innovative during the 11th Annual NISO-BISG Forum, Ensuring the Integrated Information Experience, held on June 23, 2017 during ALA in Chicago.

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Auger MARC - Stayin' Alive

  1. 1. innovative MARC — Stayin’ Alive June  24,  2017   BISG – NISO Forum Innova0ve  
  2. 2. Your  Partner  for  Library  Success   innovativeCONFIDENTIAL   §  2:15pm  –  3:00pm    Inges0ng  Metadata  By  Exis0ng  &  Emerging  Systems     §  Once  aggregated,  metadata  must  be  integrated  appropriately  into  a  wide   variety  of  inventory  systems,  whether  the  inventory  be  of  available  edi0ons,  a   collec0on  of  scholarly  output  or  roster  of  human  exper0se.  Producers,  vendors   and  librarians  discuss  the  current  challenges  and  poten0al  hurdles  to  be   overcome  when  integra0ng  metadata  from  a  variety  of  sources  into  an  even   broader  variety  of  systems.     Program
  3. 3. Your  Partner  for  Library  Success   innovativeCONFIDENTIAL   §  Love/hate  rela0onship  inges0ng  MARC  metadata  from  a  variety  of  catalogs   ⎻  Union  Catalog  building   ⎻  Bibliographic  u0lity   §  Our  goal  was  to  build  algorithms  to  automate  the  matching  of  the  same   manifesta0on  of  the  same  work  from  1000s  of  libraries.   §  For  all  of  the  detailed  defini0on  of  cataloging  rules  and  MARC  standards…     ⎻  There  is  a  lot  of  varia0on  in  prac0ce   ⎻  (But,  you  knew  that…but  what  you  may  not  know  is  just  how  expensive  it  is  to  get  it  right…)     For better or worse
  4. 4. CONFIDENTIAL   Your  Partner  for  Library  Success   innovative §  In  development,  the  80/20  rule   applies...kinda…   ⎻  Iden0fica0on  of  paZerns  and  crea0on  of   algorithms  for  that  80%  is  easy  (for  matching)   ⎻  Then,  you  have  the  20%  and  that  takes  a  very   long  0me  and  many  experts  to  make  any   progress…   ⎻  Then  you  move  onto  quality  and,  again,  the   80/20  rule  applies  and  then…   ⎻  The  20%  takes  very  large  magnitudes  effort  to   iden0fy  algorithms  that  result  in  small  gains   ⎻  WHY?   Development considerations
  5. 5. CONFIDENTIAL   Your  Partner  for  Library  Success   innovative §  GIGO  principle   §  Everyone  has  a  local  copy  of  a  single   bibliographic  work   ⎻  That  is  the  way  it  is  now.  Legacy  persists   ⎻  Moving  forward,  with  Linked  Data,  what  will  happen  in   prac0ce?   §  Don’t  get  me  started  on  the  vendors… Innova0ve  included…     ⎻  Suppor0ng  GIGO,  say  what?!   ⎻  ocm  stripping  is  a  good  example   ⎻  Doing  “just  enough”  (and  not  doing  enough)   §  Derived  records  from  SkyRiver…we  could  have  done  beZer  to   prevent  prolifera0on  of  dups   ⎻  Mash  ups  and  not  persis0ng  local  metadata   There are always challenges
  6. 6. Your  Partner  for  Library  Success   innovativeCONFIDENTIAL   §  If  building  a  merged  catalog,     ⎻  Try  to  not  make  a  franken-­‐record.  Keep  different  manifesta0ons  apart.     ⎻  Try  to  be  discerning  at  the  database  level  and  let  other  sohware  layers  connect  up  and  express  the   rela0onships   ⎻  Apply  quality  controls  everywhere  (ingest  and  export)   ⎻  Pre-­‐process  as  much  as  possible   ⎻  Mapping  mapping  mapping   ⎻  Report  regularly  and  iden0fy  irregulari0es  and  share  your  insights…   ⎻  Accommodate  different  sources;  design  for  different  formats   ⎻  Use  more  than  encoding  level  to  determine  quality   ⎻  Use  fuzzy  logic  (it’s  needed)   ⎻  Make  it  configurable  for  all  sorts  of  reasons…formats  and  string  replacements  are  a  few  examples…   ⎻  Be  strict  and  lenient  for  different  cases   ⎻  Give  users  op0ons   ⎻  Don’t  worry  about  making  “mistakes”;  they  can  be  fixed  with  later  itera0ons.   Rather safe than sorry, regardless of the use
  7. 7. Your  Partner  for  Library  Success   innovativeCONFIDENTIAL   §  Vendors—offer  solu0ons     ⎻  While  not  monetarily  advantageous,  we  took  0me  to  design  a  “format  family”  algorithm  for  our  mobile  (our   solu0on  ISN’T  perfect)   ⎻  But  we  can  combine  different  solu0ons  to  remedy…   ⎻  And  we  can  envision  together  a  beZer  future…   ⎻  What’s  our  goal?   ⎻  Who  do  we  serve?   ⎻  What  does  our  work  do  to  aid  those  we  serve?   ⎻  Are  we  ques0oning  our  mo0ves?  Are  we  reflec0ng  on  our  own  ac0ons?   Don’t trade in one problem for another
  8. 8. CONFIDENTIAL   Your  Partner  for  Library  Success   innovative §  Can  we  work  more  closely  with  publishers/content   providers  to  solve  our  problems?   ⎻  ONIX  &  MARC—can  they  dance  together?   ⎻  Grouping  families  of  works   ⎻  Subject  mappings   ⎻  Publishers  and  imprints   ⎻  Pre-­‐ISBN  publica0ons   ⎻  Adop0on  of  new  standards   ⎻  How  does  this  all  fit  together  in  a  BIBFRAME  world?   §  How  do  we  transi0on?   ⎻  Is  there  an  evolu0onary  path?  A  unified  API,  perhaps?   ⎻  How  efficient  can  it  be?  Another  case  of  the  20%?   §  Evolving  standards  to  meet  our  collec0ve  business   needs  is  a  great  approach     A new dance step?
  9. 9. innovative THANK  YOU!     Tim Auger 06.23.2017 | NISO-BISG Forum | ALA 2017 Chicago