BEA 2013 who updates publisher_metadata_and_why


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Who Updates Publisher Metadata & Why? Downstream Vendors On What Happens To Publisher Metadata In The Supply Chain
Good metadata is the first step to populating industry databases and online sites. Good metadata leads to higher sales! Participate in this session and get critical answers on who updates publisher metadata and why. Barnes & Noble, will share insight into examples of metadata feeds received, and how incomplete or inaccurate information can lead to reduced sales! By using real world examples, speakers from Ingram Content Group, Bowker and Baker & Taylor will explore: Which metadata elements are often changed why are they changed? Which metadata elements are often added and why? How are needed changes or additions identified? What processes are involved in changing or adding metadata? Where does the vendor metadata go after changes and enhancements are made? What are the benefits of changing or enhancing publisher metadata?

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BEA 2013 who updates publisher_metadata_and_why

  1. 1. Who Updates PublisherMetadata and Why?Downstream Vendors on What Happens toPublisher Metadata in the Supply Chain
  2. 2. Moderator and PanelistsModerator• Renée Register, DataCurate LLCPanelists• Sam Dempsey, VP of Data Management, Baker & Taylor• Patricia Payton, Senior Manager, Publisher Relations andContent Development, Bowker• Richard Stark, Director, Product Data, Barnes & Noble• George Tattersfield, VP of Merchandising, Ingram Book Group
  3. 3. Downstream Metadata Survey1. Which metadata elements are often changed and whyare they changed?2. Which metadata elements are often added and why?3. How are needed changes or additions identified?4. What processes are involved in adding or changingmetadata?5. Where does vendor metadata go after changes andenhancements are made?6. What are the benefits of changing or enhancingpublisher metadata?
  4. 4. Most Common Changes• Title/Subtitle• Contributor• Series• Subject• Publication Data• Status/Availability
  5. 5. Why Change Title/Subtitle?• Non-title information included in the titlefield is moved to correct fields to improvedisplay and search– Common examples:• Edition• Binding• Series• Translated title• Capitalization is standardized
  6. 6. Why Change Contributor?• Make names consistent across titles byusing a name authority file– Standardize variations in names– Ensure that titles are associated with the correctcontributor name– Some contributor work is automated but somemust be reviewed manually
  7. 7. Why Change Contributor?• Move Information included in thecontributor field to correct fields tocorrect fields to optimize search, sorting,and display– Examples:• Degrees (PhD, etc.)• Titles (Dr., Pope, etc.)• Birth/death dates.
  8. 8. Why Change Series?• Move series names from incorrect fields to theseries field– Allows search by series• Regularly review books in series– Ensure they are connected to the correct series– Ensure consistent information across titles
  9. 9. Why Change Subject?• Replace general subjects with more specificsubjects• Replace sent subjects with clearly moreaccurate subjects– Examples:• Title is coded with both JNF (Juvenile non-fiction) andJUV (Juvenile fiction) BISAC codes• Title is coded with both HIS (History) and FIC (Fiction)BISAC codes
  10. 10. Why Change Publication Date?• Vendors work closely with publishers onpublication date changes• May update a publication date to reflect theactual date that the book is available toconsumers
  11. 11. Why Change Status/Availability?• Vendors regularly compare prices received inmetadata files to actual invoiced pricesWhy Change Price?• Updated based on purchase orderacknowledgements and other supply chainmessages• For example, physical receipt of a productmay cause a change in status/availability
  12. 12. Common reasons for changes• Standard quality checks identify changes needed– Vendors routinely confirm metadata received againstthe published book– Publisher metadata moved to correct ONIX field– Periodic data reviews are also common and attemptto ensure:• Consistency across different formats of the same title• Consistency within a series• Consistency and standardization of contributor names
  13. 13. Metadata most often added• Edition• Series• Contributor Biography• Awards• Media mentions• Bestseller mentions• Title linking acrossformats• Age and grade level• Metadata licensed or• Reviews• Tables of contents• Descriptions• Covers• Proprietary subjectsand descriptors• Dewey DecimalClassification or otherlibrary metadata
  14. 14. Common reasons for adding metadata• Known information about the book is not suppliedby publisher• Elements are added to enhance user experienceand increase discovery and sales• Proprietary data for the vendor is added• Additional metadata is needed for the librarymarket• Formatting is added to allow titles to linkautomatically
  15. 15. Ingram Book in Hand changes made (1600 titles tested)Changes made # Changes %Features Added 1389 86.8%Illustrations Added 960 60.0%Page Count 917 57.3%Image Scanned 623 38.9%Country of Manufacture Added 474 29.6%Contributor Changed 374 23.4%Contributor Added 329 20.6%Series Added 261 16.3%Title Changed 237 14.8%Contributor Deleted 237 14.8%Subtitle 205 12.8%Series Changed 166 10.4%Edition 161 10.1%
  16. 16. ExamplesTitle and SubtitleSam DempseyVice President of Data Management
  17. 17. <title><b202>01</b202><b203>The First Phone Call From Heaven CD</b203><b029>TheFirst Phone Call From Heaven CD</b029></title>ONIX- Format in Title field; use <b012>- Title repeated, with Format, in Subtitle fieldTitle and Subtitle
  18. 18. <title><b202>01</b202><b203><![CDATA[This Heart Within Me Burns – FromBedlam to Benidorm (Revised & Updated)]]></b203><b030><![CDATA[This]]></b030><b031><![CDATA[Heart Within Me Burns - From Bedlamto Benidorm (Revised & Updated)]]></b031></title>ONIX- Subtitle included in Title field, no Subtitle field included;use <b029>- Edition values included in Title field; use <b056><b058>
  19. 19. <title><b202>01</b202><b203>Introduction to Documentary,Second Edition</b203></title>ONIX- Edition Number in Title field; use <b057>
  20. 20. <Title>How Ottawa Spends Series,Volume 33</Title><Sub_Title>HowOttawa Spends, 2012-2013 : The HarperMajority, Budget Cuts, and the New Opposition</Sub_Title>Proprietary XML format, not ONIX- Title includes Series Name, Volume Number; use<b018><b019>- Subtitle repeats Series Name, includes distinctive titleelements
  21. 21. Excel- Series and Series Number in Title fieldISBN Title Series Title9781622861132Losing Hope: BookOne of the Sienna St.James Series Sienna St. James
  22. 22. Excel- Series Number in Title field, not in Series NumberISBN Title Series Title9780761368175#06 Sherlock Holmesand the Adventure ofthe Sussex VampireOn the Case withHolmes andWatson
  23. 23. <title><b202>01</b202><b203>Brief Guide - Global Warming, A</b203></title>ONIX- Lead article appended; use <b030><b031>
  24. 24. <title><b202>01</b202><b203>Mas Alla Del Escandalo</b203><b029>(Beyond the Scandal)</b029></title>ONIX- Translation within Subtitle tag; use <b203>with <b202>06
  25. 25. Metadatainconsistent withTitle pageMetadata Title:Dive-Bomber &Ground-AttackUnits of theLuftwaffe
  26. 26. Metadatainconsistent withTitle pageMetadata Title:An IllustratedHistory of IndiaEnterprise
  27. 27. Best Practices for Title- Properly field elements:- Subtitle, Series, Series #, Edition, Edition #, Volume,Formats, lead articles, etc.- Match product’s Title page- Make consistent across formats, editions, series- Watch for misspellings, capitalization, abbreviations,truncations, special characters, etc.- Send “consumer/patron” ready
  28. 28. ExamplesContributorsReview QuotesRichard Stark, Director Product Data
  29. 29. Good practice: Contributor names• As distinct fields, the least you can do is:– First name – all names preceding the indexingname of a person (include a middle name here)– Last name – the key or indexing name of a personOR• Corporate Contributor – if it’s not a person,don’t use the fields for people, use thisinstead.
  30. 30. Good practice: Contributor names Titles before names or prefixes to entire names Pope John Paul II Names before key name (includes given names as appropriate) Robert Louis Stevenson Prefixes to key name(s) Simone de Beauvoir Key name(s) (usually the family name) Gabriel García Márquez Names after key name(s) (including given names where appropriate) Mao Zedong Suffix after key name(s) Reverend Adam Clayton Powell, Jr. Qualifications and honors after name(s) Stephen LaBerge, Ph.D. Titles after name(s) Sarah Ferguson, Duchess of York
  31. 31. Good practice: Multiple contributors• Support for three to five contributors is aminimum in trade retail records, butaccurately listing everyone associated with thebook is best.• Support sequence numbering:– Author order is important and metadata recordsshould give a clear order for display.
  32. 32. Good practice: Contributor role(s)• You need to specify who did what– “author” is code “A01”– “editor” is “B01”– “illustrator” is “A12”• If one contributor fulfilled two roles, repeatthe contributor and assign each entry its ownrole code.
  33. 33. Contributor NameMapping all variants to an authority controlled form of the name ensures thatall titles by Leo Tolstoy will be grouped together rather than scattered acrossmultiple versions of his name.
  34. 34. Contributor Authority ControlTolstoi , Count LevTolstoi , Graf Leo N.Tolstoi , LeónTolstoi , Lev NicolaeviciTolstoi , Lew NikolajewitschTolstoi , Liev NikolaievichTolstoi , Count Lvof N.Tolstoj , Lev NikolaevitchTolstoy, Count Lev N.Tolstoy, Graf LeoTolstoy, Leo NikolayvichTolstoy, Leo NikolaevichTolstoy, Graf LevTolstoy, Lyof N.Leo TolstoyISNI: 0000 0004 0006 2877
  35. 35. • Each Public identity of a given Party gets its own ISNI:• Lewis Carroll & Charles Lutwidge Dodgson get separateISNIs• Separate identities that are the same person can belinked• Authors of the same name get distinct ISNIs:• Thomas Wolfe• Tom Wolfe, author of The Bonfire of the Vanities• Tom Wolfe, author of numerous books onwoodcarvingISNI: International StandardName Identifier
  36. 36. • Günter Graß, Guenter Grass and GuenterGraßarecharacter set variances of the same Public Identity• Ciaikovsky, PjotrIljcand ПётрИльичЧайковскийaretransliteration variances of the same public identityand also receive the same ISNI.• Pyotr Tchaikovsky and Peter Tchaikovsky arelinguistic variances of the same public identity andagain receive the same ISNICharacter-Set & SpellingDifferences Don’t Change the ISNI
  37. 37. Good practice: Review quotes<productidentifier><b221>03</b221><b244>9780520262508</b244></productidentifier><othertext><d102>08</d102><d104>A gorgeously produced collection of maps and essays.</d104><d107>NikilSaval</d107><d108>The Los Angeles Review of Books</d108><d109>20101103</d109></othertext><othertext><d102>08</d102><d104>Inventive and affectionate.</d104><d107>LiseFunderburg</d107><d108>The New York Times Book Review</d108><d109>20101205</d109></othertext><othertext><d102>08</d102><d104>A many-layered treat for any San Franciscan who thinks she knows hercity.</d104><d107>Danielle Sommer</d107><d108>KQED</d108><d109>20101018</d109></othertext>Infinite City:A San Francisco Atlasby Rebecca SolnitISBN: 9780520262508<d102>tag identifies the typeof text provided. Value 08indicates that the text is areview quote.<d107>tag identifies the author ofthe provided text. This tag is onlyused when there is a namedauthor/reviewer.<d108>tag identifies the corporate source ofthe provided text. The publication where areview appeared would be placed here.<d109>tag identifies the publication date ofthe provided text (review).<d104>tag identifies the actual text of thereview.
  38. 38. Bad practice: Review quotes<othertext><d102>18</d102><d104><![CDATA[<DIV><P>What makes a place? <I>Infinite City</I>,Rebecca Solnit’s brilliant reinvention of the traditional atlas, searches outthe answer by examining the many layers of meaning in one place, the SanFrancisco Bay Area. Aided by artists, writers, cartographers, and twenty-two gorgeous color maps, each of which illuminates the city and itssurroundings as experienced by different inhabitants, Solnit takes us on atour that will forever change the way we think about place. She exploresthe area thematically—connecting, for example, Eadweard Muybridge’sfoundation of motion-picture technology with Alfred Hitchcock’s filming ofVertigo. Across an urban grid of just seven by seven miles, she findsseemingly unlimited landmarks and treasures—butterfly habitats, queersites, murders, World War II shipyards, blues clubs, Zen Buddhist centers.She roams the political terrain, both progressive and conservative, anddetails the cultural geographies of the Mission District, the culture wars ofthe Fillmore, the South of Market world being devoured byredevelopment, and much, much more. Breathtakingly original, this atlasof the imagination invites us to search out the layers of San Francisco thatcarry meaning for us—or to discover our own infinite city, be it Cleveland,Toulouse, or Shanghai. </P><P> “A gorgeously produced collection of mapsand essays.” —Nikil Saval, <I>Los Angeles Review of Books</I></P><P>“Inventive and affectionate.” —Lise Funderburg, <I>New York Times BookReview</I></P><P> “A many-layered treat for any San Franciscan whothinks she knows her city.” —Danielle Sommer,<I>KQED</I></P></DIV>]]></d104></othertext>Infinite City:A San Francisco Atlasby Rebecca SolnitISBN: 9780520262508Using CDATA tags is badpractice. Data providersshould use XHTML toprovide information onformatting the text.Using <DIV> tags is bad isbad practice. Separatinga section of text can behandled using a <P> tag.Concatenating reviewquotes at the end of thejacket copy or maindescription is BADpractice.
  39. 39. ExamplesEditionSeriesPatricia Payton, Senior ManagerPublisher Relations and Content Development
  40. 40. First Edition<b058><![CDATA[First Edition]]></b058>
  41. 41. Numbered Edition<title><b202>01</b202><b203>Bartending 101</b203><b029>The Basics of Mixology, 4thEdition</b029></title><title><b202>05</b202><b276>40</b276><b203>Bartending 101 (4E)</b203></title><b057>4</b057><b058><![CDATA[Fourth Edition]]></b058>
  42. 42. BISG Best Practices
  43. 43. Foreign Language Edition<title><b202>01</b202><b203><![CDATA[Quiero a mipapa Porque (I Love My DaddyBecause English /Spanishedition)]]></b203></title><language><b253>01</b253><b252>spa</b252>
  44. 44. Special Edition<title><b202>01</b202><b203>Harold and the PurpleCrayon 50th AnniversaryEdition</b203></title>
  45. 45. BISG Best Practices
  46. 46. Series
  47. 47. Standardization of Series Name<series><b018>TheHaruhiSuzumiya Series</b018></series><title textcase="02" refname="Title" ><b202>01</b202><b203>The Dissociation of HaruhiSuzumiya</b203></title><series><b018>Immortal Beloved</b018><b019>3</b019></series><title textcase="02" refname="Title" ><b202>01</b202><b203>Eternally Yours</b203></title>
  48. 48. Bowker Best Practice
  49. 49. Series Subtitle<series><b018>Lets-Read-and-Find-Out Science 1</b018></series><title><b202>01</b202><b203>How a Seed Grows</b203></title>
  50. 50. First Book in Series<othertext><d102>08</d102><d103>02</d103><d104><![CDATA["A fantastic new dystopian series...Littlefields compelling writing will keepreaders turning pages late into the night to find out what happens next.Outstanding!" Top Pick, 4 1/2 stars<P> -RT Book Reviews]]></d104></othertext><othertext><d102>08</d102><d103>02</d103><d104><![CDATA[<P>"A series starter that will appeal to fans of Jeff Kinney and DavPilkey . . . Atreat for all . . . And guess what? It makes for good tree house reading." --<I>Booklist</I><P>"Fans of Jeff Kinney’s “Diary of a WimpyKid”(Abrams) and Lincoln Peirce’s “Big Nate”series (HarperCollins) will be drawn to this book, while parents will enjoy theabsence of snarky humor." -- <I>School Library Journal</I>]]></d104></othertext>
  51. 51. International Titles in USA Feeds<title><b202>01</b202><b203>The Science of Discworld IV</b203><b029>Judgement Day: Its Wizards Vs Priets in a Battlefor the Future of Roundworld</b029></title>
  52. 52. ExamplesSubjectGeorge TattersfieldVice President of Merchandising
  53. 53. • As a general rule a title cannot have both the parent and childof a specific subject tree• We aim for consistency across formats• We try to assign categories based on content, not on themerchandising plans of the publisher• Juvenile and YA books both get JUV or JNF subject headings,but not adult headings• A book cannot be both fiction and nonfiction• The three “ media tie-in” subjects (FIC, JNF, and JUV)should never be in first position• We try to avoid the General subjectsMain reasons for changing subjects
  54. 54. A deep, thought-provoking novel of love, loss, civilunrest, and basketball. It is 1989, and JimKeating has hit absolute rock bottom. He’slost his wife to cancer, his house tobankruptcy, and his job as a collegebasketball coach to what many outsidersbelieved to be a racially insensitive career-ending decision. He has also just about losthis mind, having slipped into a bout ofserious depression. Attempting to pick upthe pieces and start life over, Jim returnshome to Worcester and rents a smallapartment.… Soon, Jim finds himself in Burundi, Africa,where he is to create a basketball league thatwill bring two warring tribes—the Hutus andExample 1An African Rebound: A Novel by Dan DoyleFiction coded as non-fiction
  55. 55. Hardcover IngramBISAC changeIngramRegional ThemeaddedHIS001010History-Africa-CentralFIC038000Fiction – SportsAfricaSPO004000Sports - BasketballExample 1Fiction coded as non-fiction
  56. 56. A local guide leads adventurers on safaris intothree surprisingly varied worlds: thebushveld, a river and a desert. Eachenvironment brings its unique flavor to theadventure; multiple images (both photos andillustrations) and interesting text introducethe regions fascinating wildlife with itsintriguing habits and lifestyles. Readers areencouraged to play along by means ofengaging activities, games and quizzes, withanswers at the end of each section. Naturesedible treats and useful props are ...Example 2Getting Bushwise on Safari: A Young Explorer’s Guideby Nadine ClarkJuvenile coded as adult
  57. 57. Publisher BISAC IngramBISAC changeTRV002000 - Travel-Africa-GeneralJNF051100 – JuvenileNonfiction –Science and nature –EnvironmentNAT027000 – Nature-ReferenceJNF051150 – JuvenileNonfiction – ZoologyNAT037000 – Nature- WildlifeJNF003000 – JuvenileNonfiction – Animals– GeneralExample 2Juvenile as Adult
  58. 58. DAVID BUSCHS CANON POWERSHOT G15 GUIDETO DIGITAL PHOTOGRAPHY shows you how,when, and why to use all the features,controls, and functions of the G15 to takegreat photographs and movies. Introductorychapters will help you get comfortable withthe basics of your camera before you diveright into exploring creative ways to apply fileformats, resolution, and exposure. Beautiful,full-color images illustrate where theessential buttons and dials are, so youllquickly learn how to use the CanonPowerShot G15, and use it like a pro!Example 3David Busch’s Canon Powershot G15Incorrect BISAC subject
  59. 59. Publisher BISAC IngramBISAC changeBUS001000Accounting – GeneralPHO024000Photography –Techniques – DigitalPHO007000Photography –Techniques –Equipment3Incorrect BISAC subject
  60. 60. Jerry Harris was a self-made Californiamillionaire who, at age forty-four, had itall: booming businesses, yachts, amansion, a beautiful wife, and a voice torival Elvis. No one who knew this well-liked, generous man could make sense ofhis sudden disappearance one autumnnight. …Example 4In the Name of Love by Ann RuleIncorrect BISAC subject
  61. 61. Publisher BISACMass marketpaperbackPublisher BISACTrade paperbackPublisher BISACAudioIngram BISACChangeTRU002000True Crime – Murder– GeneralTRU002000True Crime – Murder– GeneralTRU003000True Crime –Organized CrimeTRU002000True Crime –Murder –GeneralLIT000000Literary Criticism –GeneralLIT000000Literary Criticism –GeneralExample 4Incorrect BISAC (Literary Criticism)Audio version different
  62. 62. Detailed travel map, scale 1:250,000, with aninset of central Mbabane, a distance chartand text information for visitors.Example 5International Travel Maps SwazilandAdult with juvenile BISAC subject
  63. 63. Publisher BISAC Ingram BISAC ChangeJUV000000 Juvenilefiction – GeneralTRV002000 Travel –Africa – GeneralTRV027000 Travel –Maps & Road AtlasesExample 5Adult with juvenile fiction BISAC subject
  64. 64. Identifying Needed Changes• Strongly tied to processes developed for evaluationand manipulation of inbound metadata• Routinely administered audits of the entiredatabase• All the vendors maintain specialists for file reviewand manual metadata activities
  65. 65. Automated Processes• Audits of inbound or recently added metadata todetect missing metadata, formatting problems, andother errors• Metadata correction, normalization, addition ofproprietary data, and data mapping• Linking to name authority files• Establishing links and checking for consistencyacross titles, e.g. the same title in different formats,titles belonging to the same series• Addition of licensed metadata, e.g. reviews, tablesof contents, etc
  66. 66. Staff Processes• Book-in-hand review of metadata (for thebookselling vendors)• Close review of high-demand and high-profile titles• Manual changes and additions based on auditreports• Changes and additions in response to internal staff(buyers, store personnel, etc.), consumer, andpublisher reports• Communication with publishers to resolve issuesdiscovered through automated or manual processes
  67. 67. Where Changes GoProprietary databases used for:1. To support internal processes such as ordering,invoicing, etc2. To populate consumer-facing websites3. To create licensed data products and servicessuch as Books in Print and ongoing data feeds tosubscribing customers
  68. 68. Benefits of Changing Metadata• Vendor panelists invest significant financial,technical, and staff resources on metadata to:– Increase sales– Improve search engine discoverability and customerexperience– Create efficiencies in• Internal processes• Supply chain communication• TransactionsGood metadata = better sales and reducedcosts
  69. 69. Questions?This presentation will be available from the BEAwebsite after the conference.Or contact Renée Register for a PDF of