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Meeting the aims of Plan M and streamlining metadata workflows with the BDS Academic Library Licence

CILIP MDG
CILIP MDG

Presentation by Heather Sherman and Jenny May on the BDS Academic Library Licence

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BDS – Your metadata partner
Meeting the aims of Plan M and
streamlining metadata workflows with
the BDS Academic Library Licence
Heather Sherman
DIRECTOR OF ACADEMIC LIBRARY OPERATIONS
Bibliographic Data Services
heather.sherman@bdslive.com
METADATA SERVICES COORDINATOR
Imperial College, London
j.may@imperial.ac.uk
Jenny May
BDS – Your metadata partner
Who are BDS?
• Bibliographic Data Services Ltd
• Established in 1995
• Privately owned by original co-founders Lesley Whyte and Eric Green
• Employ over 60 staff
• Based in Dumfries, South-West Scotland
• Proud to be a Real Living Wage employer
• Provider of records to academic libraries, and for the BL CIP
programme, for over 25 years
BDS – Your metadata partner
https://www.crichton.co.uk/
BDS – Your metadata partner
Background
Converging factors
• NAG Quality of Shelf-Ready Metadata report
• Jisc Remodeling the UK Data Marketplace report
• RLUK Strategy 2022-2025
• Importance of sustainable procurement
• Plan M for metadata
BDS – Your metadata partner
Impact of poor metadata
Quality
• 2020 NAG Quality of Shelf Ready metadata report
o 25% dissatisfied with the quality of supplied shelf-ready records
o 88% perform quality control on shelf-ready records from suppliers
o 96% correct errors
Users
• Analysis from a UK HEI, responsible for 15% of Helpdesk enquiries
• Contributes to poor user experience
• Prevents users finding resources
• Can cause resources to be underutilised
BDS – Your metadata partner
Jisc Remodeling the UK Data Marketplace
Quality of metadata
• Libraries spend considerable amounts of money on acquiring metadata, too frequently it is not fit for
purpose.
• Librarians spend a great deal of effort correcting bibliographic metadata that they have purchased.
Metadata infrastructure
• Many channels through which metadata is made available, and none is viewed as entirely fit for
purpose.
• The landscape is messy, metadata flows from player to player, often being stripped of prior
intellectual input

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Meeting the aims of Plan M and streamlining metadata workflows with the BDS Academic Library Licence

  • 1. BDS – Your metadata partner Meeting the aims of Plan M and streamlining metadata workflows with the BDS Academic Library Licence Heather Sherman DIRECTOR OF ACADEMIC LIBRARY OPERATIONS Bibliographic Data Services heather.sherman@bdslive.com METADATA SERVICES COORDINATOR Imperial College, London j.may@imperial.ac.uk Jenny May
  • 2. BDS – Your metadata partner Who are BDS? • Bibliographic Data Services Ltd • Established in 1995 • Privately owned by original co-founders Lesley Whyte and Eric Green • Employ over 60 staff • Based in Dumfries, South-West Scotland • Proud to be a Real Living Wage employer • Provider of records to academic libraries, and for the BL CIP programme, for over 25 years
  • 3. BDS – Your metadata partner https://www.crichton.co.uk/
  • 4. BDS – Your metadata partner Background Converging factors • NAG Quality of Shelf-Ready Metadata report • Jisc Remodeling the UK Data Marketplace report • RLUK Strategy 2022-2025 • Importance of sustainable procurement • Plan M for metadata
  • 5. BDS – Your metadata partner Impact of poor metadata Quality • 2020 NAG Quality of Shelf Ready metadata report o 25% dissatisfied with the quality of supplied shelf-ready records o 88% perform quality control on shelf-ready records from suppliers o 96% correct errors Users • Analysis from a UK HEI, responsible for 15% of Helpdesk enquiries • Contributes to poor user experience • Prevents users finding resources • Can cause resources to be underutilised
  • 6. BDS – Your metadata partner Jisc Remodeling the UK Data Marketplace Quality of metadata • Libraries spend considerable amounts of money on acquiring metadata, too frequently it is not fit for purpose. • Librarians spend a great deal of effort correcting bibliographic metadata that they have purchased. Metadata infrastructure • Many channels through which metadata is made available, and none is viewed as entirely fit for purpose. • The landscape is messy, metadata flows from player to player, often being stripped of prior intellectual input
  • 7. BDS – Your metadata partner RLUK Strategy, 2022-2025 Collective Collections RLUK will work with its members to facilitate collaboration around: • Discovery - Promoting efficient and effective data flows to ensure that resources are discoverable to readers. What this means RLUK will: • Continue to work with Jisc and other partners on Plan M, to enhance bibliographic metadata, streamline cataloguing processes and improve discoverability. Investigate the most appropriate rights environment for metadata to encourage open sharing. • Work to ensure vibrant markets and sustainable community solutions for creating and managing collective collections.
  • 8. BDS – Your metadata partner Plan M Objectives 1. Establish a fair and sustainable ‘pay to share’ bibliographic data ecosystem 2. A data supply chain that delivers ‘fit-for-purpose’ records as early as possible 3. Streamline workflows for libraries and suppliers 4. Reduce duplication of effort across the community 5. Cut down the number of places from which libraries source their records 6. An infrastructure that allows easy acquisition & re-sharing of quality records 7. The metadata associated with ‘routine acquisition’ is regarded as a solved issue
  • 9. BDS – Your metadata partner What is the ALL? • Completely new service offering radical change • Created in close consultation with stock suppliers, system suppliers, publishers and SUPC • Designed to meet the specific requirements and buying patterns of UK and Irish academic libraries • No need to dedicate staff time to sourcing, creating or quality-checking records • Frees up expert staff to work on o DEI initiatives o Special Collections o Research Data Management o Reading Lists • Supports direct delivery
  • 10. BDS – Your metadata partner What is the ALL? • Jisc banded, annual subscription for the creation, curation, supply and sharing of metadata • For normal library purposes • To add your library holdings to a union catalogue • Made available to other libraries via z39.50 / API • Licence permits sharing and reuse of records, and contribution to agreed library sector database & knowledgebases o Alma Community Zone o Base o OCLC WorldCat o Jisc NBK Compare, Jisc NBK Discover
  • 11. BDS – Your metadata partner Coverage Orders • English language print, ebook or open access titles published after 1st January 2010 • Published anywhere, not just the UK • Older, or non-English language titles where BDS already hold a full record Existing holdings and donations • Access to the BDS database of book in hand and CIP records for upgrading o Existing holdings o Donations o Unpurchased PDA / EBA titles …
  • 12. BDS – Your metadata partner ALL Overview • Detailed specifications created with SUPC and NAG • Records meet SUPC essential / essential when applicable metadata requirements • eBook records meet NISO Metadata Recommended Practice • Publishers provide access to frontlist / backlist print, e-books & open access titles o Over 730,000 titles in the BDS Digital Repository • All records created by expert cataloguers • BDS hold a single record per title • Dedicated Helpdesk
  • 13. BDS – Your metadata partner Standards BDS metadata adheres to all current international cataloguing and classification standards. ✓ RDA ✓ UTF8 / MARC21 ✓ NACO authority control for contributors ✓ Classification • Dewey Decimal • Library of Congress • NLM ✓ Subject Headings • Library of Congress • MESH ✓ BIC and Thema ✓ Genre headings for fiction
  • 14. BDS – Your metadata partner Linked data Solid foundation for implementing linked data • High quality book in hand records with consistent and correct MARC encoding • Extensive use of controlled vocabularies and standard authorities • Records include ISNIs and FAST (from late 2022) Services to make the transition to linked data easier • Investigating options for adding ISNIs retrospectively • Planning cross-walk services between ISNI and NACO, ORCID and more BDS is an ISNI Registration Agency • Assign ISNIs to authors, contributors, researchers, publishers …
  • 15. BDS – Your metadata partner BDS Record creation process • Feeds from 15000+ publishers • ONIX mapped to MARC • Thema added Trade • DDC, LCC • Subject headings • NACO • Standardise CIP • Transcribe • Subject review • Check Confirmed
  • 16. BDS – Your metadata partner Upgrading from Trade to CIP • Feeds from 15000+ publishers • ONIX mapped to MARC • Thema added Trade • DDC, LCC • Subject headings • NACO • Standardise CIP
  • 17. BDS – Your metadata partner Upgrading from CIP to Confirmed • DDC, LCC • Subject headings • NACO • Standardise CIP • Transcribe • Subject review • Check
  • 18. BDS – Your metadata partner Process for ALL records ISBNs sent • Library sends daily spreadsheet of orders and invoices Supply existing • Existing MARC records sent back immediately Catalogue misses • Records needing upgrading sent to Cataloguing Complete • MARC file of remaining records within 2 working days
  • 19. BDS – Your metadata partner Process for ALL records ISBNs sent Supply available Catalogue misses Complete
  • 20. BDS – Your metadata partner Automated workflow • Vendor and format neutral • Request & delivery of high-quality customised records for orders / invoices • No staff intervention • Works with or without shelf ready
  • 21. BDS – Your metadata partner Alma automated workflow Purchase order is created and sent to supplier Daily report sends order and invoice details to BDS including unique id BDS process the report and provide book in hand MARC records* Import profile fetches the records and matches to resources in using unique id *Notification of hits, misses and out of scope ISBNs sent to library, and vendor neutral records sent to participating stock suppliers
  • 22. BDS – Your metadata partner Sustainability ALL helps libraries reduce their carbon footprint • Centralising cataloguing activities rather than dispersing across many institutions • Creating a record once, then reusing • Using digital surrogates for book in hand records • Efficiently creating metadata “Productivity levels were benchmarked against three leading Institutions in the production of English-language metadata. In each case BDS was found to be significantly more productive.” BDO LLP
  • 23. BDS – Your metadata partner Handover to Jenny May Your metadata partner