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NEWS FROM THE FIELD
Gerry McKiernan, Editor
PROGRAMS
Conferences
“DC2002:
Metadata for e-Communities: Supporting Diversity and Convergence”
October 13-17, 2002
Convitto della Calza, Oltramo Meeting Center
Florence, Italy
http://www.bncf.net/dc2002/
The convergence of resource description standards and development
of an ‘enabling infrastructure’ promises to improve the discovery and
management of information across and within disciplines.
For DC-2002, the program committee invites papers in the following
categories:
• E-Government
• Search engines and metadata
• Educational metadata
• Knowledge management
• Use of Dublin Core metadata for commerce and intranets
Gerry McKiernan is Coordinator, Science and Technology Department, 152 Parks Li-
brary, Iowa State University, Ames, IA 50011 (E-mail: gerrymck@gwgate.lib.iastate.edu)
(http://www.public.iastate.edu/~CYBERSTACKS/).
Journal of Internet Cataloging, Vol. 6(1) 2003
http://www.haworthpressinc.com/store/product.asp?sku=J141
 2003 by The Haworth Press, Inc. All rights reserved. 55
• Roles of standard cataloging, indexing, metadata, and ontologies
in the Semantic Web
• Tools and protocols for metadata interoperability
• Cultural heritage metadata
Papers should be submitted using a Web form in PDF or MS Word
(www.bncf.net/dc2002/papers). All submissions will be peer-reviewed
by the program committee and published online and in print.
DC 2002 will include the tenth Dublin Core workshop in the series,
and will be the second international program to include a conference
track and a tutorial track, as well as the workshop event.
Training
“ISDL 2002:
DELOS International Summer School on Digital Library Technologies”
July 8-12, 2002
Santa Croce in Fossabanda Conference Centre
Pisa, Italy
http://delos-noe.iei.pi.cnr.it/activities/trainingforum/SummerSchool/
school2002.html
The second International Summer School on Digital Library Tech-
nologies was held July 8-12, 2002 in Pisa, Italy. The general purpose of
the School is “to foster research and understanding in the fundamental
technologies underlying the Digital Libraries field.”
This year’s program focused on digital library applications in a variety
of subject domains, with sessions taught by leading researchers and prac-
titioners from the United States and Europe. The one-week intensive pro-
gram included presentations and discussions on the following topics:
• Introduction to Digital Libraries (Gary Marchionini, University of
North Carolina at Chapel Hill)
• Metadata (Thomas Baker, Fraunhofer-Gesellschaft, Germany)
• Geospatial Digital Libraries (Terry Smith, University of Califor-
nia at Santa Barbara)
• Digital Libraries with Health Applications (Judith Klavans, Co-
lumbia University)
• Digital Music Libraries (Jon Dunn, Indiana University)
• Digital Libraries in the Humanities (Gregory Crane, Tuft University)
56 JOURNAL OF INTERNET CATALOGING
• Digital Libraries of Spoken Documents (Dean Rehberger, Michi-
gan State University)
• Preservation (Seamus Ross, University of Glasgow)
• Video Digital Libraries (Scott Stevens, Carnegie Mellon University)
The International Summer School on Digital Library Technologies
presented under the auspices of the DELOS Network of Excellence on
Digital Libraries, an initiative funded by the Fifth Framework
Programme of the European Commission, within the Key Action on
Multimedia Contents and Tools of the Information Society Technol-
ogies Programme.
Copies of the lectures from ISDL 2001, the first DELOS Interna-
tional Summer School on Digital Library Technologies, are available
(www.ercim.org/publication/workshop_reports.html).
Videoconferences
“Steering by Standards”
Spring 2002
OCLC Institute
http://www.oclc.org/institute/events/sbs.htm
This past spring, the OCLC Institute offered three satellite
videoconferences devoted to established and emerging metadata stan-
dards, and related projects:
• A New Harvest: Revealing Hidden Resources with the Open Ar-
chives Metadata Harvesting Protocol (March 26, 2002)
• The OAIS Imperative: Enduring Record or Digital Dust? (April 19,
2002)
• Paper Past, Digital Future: Managing Metadata Standards in
Transition (May 29, 2002)
A New Harvest: Revealing Hidden Resources with the Open Ar-
chives Metadata Harvesting Protocol was hosted by Lorcan Dempsey
(Director, OCLC Office of Research) and featured a keynote presenta-
tion by Herbert Van de Sompel (formerly Director, e-Strategy &
Programmes, The British Library). The Open Archives Initiative
Metadata Harvesting Protocol is a mechanism that facilitates the collec-
News from the Field 57
tion or ‘harvest’ of metadata from different servers, which in turn can be
aggregated and reconfigured to provide general and distributed access
to the collective content of compliant servers. Joann Kaczmarek, Proj-
ect Coordinator, Illinois Open Archives Initiative Metadata Protocol
Harvesting Project, and Visiting Assistant Professor, Library Adminis-
tration, University of Illinois at Urbana-Champaign; and Stephen
Pinfield, Academic Services Librarian, University of Nottingham,
United Kingdom, participated as ‘expert practitioners.’
The OAIS Imperative: Enduring Record or Digital Dust? was hosted
by Meg Bellinger (Vice President, OCLC Digital and Preservation Re-
sources) and featured a keynote presentation by Donald M. Sawyer
(Lead, National Aeronautics and Space Administration (NASA), Sci-
ence Office of Standards and Technology).
An Open Archival Information System (OAIS) “is an archive, consist-
ing of an organization of people and systems, that has accepted the re-
sponsibility to preserve information and make it available for a
designated community” [www.ccsds.org/documents/word.bin/CCSDS-
650.0-R-2.doc]. Bruce Ambacher, (then Special Assistant to the Director,
Electronic and Special Media Records Services Division, U.S. National
Archives and Records Administration) and MacKenzie Smith (Associate
Director for Technology, MIT Libraries) participated as practitioners.
Paper Past, Digital Future: Managing Metadata Standards in Tran-
sition was hosted by Gary Houk (Vice President, OCLC Cataloging and
Metadata Services) and featured a keynote presentation by Barbara
Tillett (Director, Integrated Library System Program Office, Library of
Congress).
As they seek to integrate electronic resources into their collections
and deliver these resources to users, librarians and libraries are facing
new challenges. In an effort to control and manage digital resources,
new information standards such as Dublin Core, ONline Information
exchange (ONIX), Encoded Archival Description (EAD), and Text En-
coding Initiative (TEI) have emerged. Some complement established li-
brary standards, while others have received consideration as alternatives
or substitutes. In this presentation, the value and benefit of traditional
and emerging standards for facilitating access and use of print and digi-
tal resources were reviewed.
Liz Bishoff (Project Director, Colorado Digitization Project) and
Sam Dempsey (Director, Data Development, Informata.com (Baker &
Taylor)) were practitioner participants.
58 JOURNAL OF INTERNET CATALOGING
Workshop
“NISSAT-NCSI Workshop
on Developing Digital Libraries Using Open Source Software
(E-Prints Archive Software
and Greenstone Digital Library Software)”
April 15-20, 2002
National Centre for Science Information, Indian Institute of Science
Bangalore, India
http://144.16.72.189/opendl/
In mid-April 2002, twenty-seven individuals affiliated with a variety
of organizations and institutions across India participated in a series of
workshop sessions focused on developing practical skills in using two
major Open Source software packages–Eprints Archive Software
(EAS) and Greenstone Digital Library software (GSDL)–to create and
manage digital collections.
The workshop was divided into three parts:
• Part 1. Concepts and technologies (Day 1 and 2)
• Part 2. Eprints Archive Software (EAS) (Day 3 and 4)
• Part 3. Greenstone Digital Library (GSDL) (Day 5 and 6)
The workshop culminated with a demonstration of the proceedings
of the International Conference of Asian Digital Libraries (ICADL
2001), which was published using GSDL. The publication offers inte-
grated CD-based multi-media access to all papers (Word, PDF, PPT,
MP3 audio clips) and provides browse and search features.
The materials and associated documentation developed for the work-
shop are available from the workshop Web site, and cover the following
general and specific topics and issues:
• Digital Libraries: Workflows, processes and software
• Document formats and their characteristics
• Scanning and OCR
• Acrobat and PDF
• Metadata and digital libraries
• XML–concept, applications, case studies
• Digitization: workflows, costing and management
• E-Print Archives Software (EAS): Overview
News from the Field 59
• EAS: Installation and configuration
• EAS: Collection building and searching
• EAS: Interoperability and cross searching
• GSDL: Overview
• GSDL: Installation
• GSDL: Collection Building
• GSDL: Search and browse
• GSDL: Collection Configuration
• GSDL: Collection Organizer
• ICADL: 2001 CD demonstration
In addition, the presentation slides for the associated labs for most of the
sessions are included, as are links to the EAS (eprints.org) and the GSDL
software (greenstone.org), as well as test collections. The workshop site in-
cludes a list of participants and their addresses, as well as workshop photo-
graphs. A directory of free or Open Source software is also provided.
The workshop was organized and conducted by The National Centre
for Science Information (NCSI), Indian Institute of Science, Bangalore,
and sponsored by National Information System for Science and Tech-
nology (NISSAT), Department of Scientific and Industrial Research
(DSIR), India. Dr. T. B. Rajashekar, Principal Research Scientist and
Associate Chairman, NCSI, served as the workshop coordinator.
PROJECTS
MARC XML: MARC 21 XML Schema
http://www.loc.gov/standards/marcxml/
The Library of Congress Network Development and MARC Stan-
dards Office recently announced the completion of a schema for MARC
21 records in an XML structure for use in communicating MARC 21 rec-
ords. This framework is intended to be flexible and extensible as to allow
users to utilize MARC data in ways specific to their needs. The frame-
work will contain many components such as schemas, stylesheets, and
software tools.
The core of the MARC XML framework is a simple XML schema that
contains MARC data. In the framework, all control fields, including the
leader, are treated as a data string; fields are treated as elements with the
tag as an attribute and indicators also treated as attributes. Subfields are
treated as sub-elements with the subfield code as an attribute. This base
schema can be used for the creation of full MARC records or permit
60 JOURNAL OF INTERNET CATALOGING
MARC data records to be converted into other metadata formats, such
as the Dublin Core (DC) or the Metadata Object Description Schema
(MODS), a new schema for a bibliographic element set expressed in
XML with language-based rather than numeric tags. The MARC XML
schema retains the semantics of MARC and will not need to be edited to
reflect minor changes to MARC21. A single schema serves the five
MARC 21 formats (bibliographic data, holdings data, authority data,
classification data, and community information).
In addition to access to the MARC XML schema, the project site in-
cludes a detailed graphic illustration of the schema, as well as sample
MARC XML documents. Various tools and utilities are also available,
notably a MARC 21 to MARC XML conversion tool for reading and
writing MARC 21 records, and various conversion stylesheets (e.g.,
MARC XML to Dublin Core Stylesheet; Dublin Core to MARC XML
Stylesheet). Three brief overviews of the architecture, design consider-
ations, and uses and features are also provided.
The MARC XML schema will be maintained by the Library of Con-
gress as will software that enables ‘lossless’ conversion to and from
MARC21 records in the ISO 2709 structure (Format for Information
Exchange). The METS schema was developed in collaboration with
OCLC and the Research Libraries Group (RLG), and was reviewed by
the National Library of Canada and the National Library of Medicine
(NLM).
METS: Metadata Encoding & Transmission Standard
http://www.loc.gov/standards/mets/
The METS (Metadata Encoding & Transmission Standard) schema is a
standard for encoding descriptive, administrative, and structural metadata
for textual and image-based works within a digital library, expressed using
XML schema. The standard is maintained by the Network Development
and MARC Standards Office of the Library of Congress, and is being de-
veloped as an initiative of the Digital Library Federation (DLF).
The METS schema attempts to build upon the Making of the America
II project (moa.umdl.umich.edu) (cdl.library.cornell.edu/moa/) and seeks
to provide an XML document format for encoding metadata necessary
for both the management of digital library objects within a repository
and exchange of such objects between repositories or between reposi-
tories and their users. Depending on the application, a METS docu-
ment could be used in the role of Submission Information Package
News from the Field 61
(SIP), Archival Information (AIP), or Dissemination Information Pack-
age (DIP) within the Open Archival Information System (OAIS) Refer-
ence Model (see above).
A METS document consists of four major sections:
• Descriptive metadata. The descriptive metadata section may link
to descriptive metadata external to the METS document (e.g., a
MARC record in an online catalog (OPAC) or an Encoded Archi-
val Description (EAD) finding aid maintained on a server or con-
tain internally embedded descriptive metadata, or both).
• Administrative metadata. The administrative metadata section
provides information on the manner in which files were created
and stored, intellectual property rights, metadata regarding the
original source object from which the digital library objects de-
rives, and information regarding the provenance of the files com-
prising the digital library object.
• File groups. The file groups section lists all files comprising all
electronic versions of the digital objects. File group elements may
be nested to provide for subdividing the files by object version.
• Structural map. The structural map is the heart of a METS document.
It outlines a hierarchical structure for the digital library object, and
links the elements of that structure to content files and metadata that
pertain to each element.
A more detailed explanation of each section and their interrelationships
is available from the METS overview and tutorial page (www.loc.gov/
standards/mets/METSOverview.html).
Access is provided to the METS Schema 1.0 (zeta) as well as to rele-
vant documentation and the associated Xlink Schema. In addition, access
is provided to a proposed revision of the METS Schema (METS Schema
1.1). Two METS example documents are available, notably a METS
XML document set for a serial publication prepared by MacKenzie
Smith of the Harvard University Library Office for Information Systems.
The METS site also provides access to various METS ‘extenders,’
and include ‘extension schema’ for descriptive metadata and adminis-
trative metadata. The administrative metadata category provides entries
and links to schemas proposed for use in the Library of Congress Au-
dio-Visual Prototyping Project and the NISO Technical Metadata for
Digital Still Images Standards Committee (NISO MIX), while the de-
scriptive metadata category includes access to the Generic Descriptive
Metadata (GDM) scheme and the Metadata Object Description Schema
(MODS).
62 JOURNAL OF INTERNET CATALOGING
A METS Java Toolkit (Draft Version 1.0 (alpha)) (hul.harvard.edu/mets/)
for the procedural construction, validation, and “marshalling and unmarsha-
lling” for METS has been developed and is linked from the METS page.
In late May 2002, the METS editorial board was formed. Members
include Jerome McDonough (New York University (Chair)), Rick
Beubien (University of California), Morgan Cundiff (Library of Con-
gress), Nancy Hoebelheirich (Stanford University), Mark Kornbluh
(Michigan State University), Cecilia Preston (Preston & Lynch),
Merrilee Proffitt (Research Libraries Group), Richard Rinehart (Berke-
ley Art Museum/Pacific Film Archive), Mackenzie Smith (Massachu-
setts Institute of Technology), Taylor Surface (OCLC), and Robin
Wendler (Harvard University).
An unmoderated electronic discussion list, the METS forum
(METS@loc.gov), is open to members of the METS development com-
munity and to interested individuals. A subscription may be placed by
sending an e-mail message to the Library of Congress listserv (listserv@
loc.gov) with the message ‘subscribe METS.’
NESSTAR: Networked Social Science Tools and Resources
http://www.nesstar.org
NESSTAR (Networked European Social Science Tools and Re-
sources) is an integrated suite of software that facilitates the identifica-
tion and use of socio-economic and similarly structured, data. It enables
users to:
• browse distributed data catalogs over the Web,
• examine associated metadata,
• execute simple data analysis (e.g., cross tabulations, regressions,
and graphical displays), and
• download entire datasets or data subsets in one of a number of
common formats.
The system contains registration and authentication facilities to filter
access to certain datasets as well as a suite of data publishing and server
management tools. NESSTAR exists as four discrete products: the
NESSTAR Explorer, NESSTAR Light, NESSTAR Server, and NESSTAR
Publisher.
News from the Field 63
NESSTAR Explorer is a Java application client that permits interaction
with server-stored data from the user’s desktop. It has three main stages
of operation: a search feature; a results screen in which datasets can be
listed and sorted by select metadata; and a retrieval function that allows
the user to explore and manipulate dataset metadata and the associated
dataset itself. In the latter, the user has the option to display data in tabular
or graphical form. NESSTAR Light (nesstar.nsd.uib.no/nesstarlight/index.
jsp) enables the user to perform most of the functions of the NESSTAR
Explorer with a Web browser. NESSTAR Publisher consists of a set of
tools that enable the user to convert, append and manage data. It allows
the user to specify the manner in which data are described and provides a
facility to add catalog descriptions.
NESSTAR was funded by DGXIII of the European Commission un-
der the Fourth Framework Telematics Applications Programme.
OAIster
http://oaister.umdl.umich.edu/
OAIster is a project of the University of Michigan Digital Library
Production Services that seeks to “create a wide-ranging collection of
free, useful, previously difficult-to-access digital resources that are eas-
ily searchable by anyone.” It is intended to be global in scope, providing
cross-repository searching of metadata describing publicly-available dig-
ital objects, such as electronic books, online journals, audio files (e.g.,
wav, mp3), images (e.g., tiff, gif), video (e.g., mpeg, QuickTime™), and
reference texts (e.g., dictionaries, directories). Its focus is to provide
ready access to digital resources that reside in the ‘hidden Web,’ the re-
gion of the Web that is typically not indexed by most search engines (e.g.,
Google and Alta Vista), and hence is inaccessible for most users.
The project will use of the Open Archives Initiative Metadata Har-
vesting Protocol (OAI-MHP) (www.openarchives.org/OAI/openarchives
protocol.htm) as the framework for retrieving digital resources. The Uni-
versity of Illinois at Urbana-Champaign (UIUC) has been contracted to
develop and provide the ‘harvester’ mechanism that will collect, aggre-
gate, and update the metadata from cooperating compliant repositories,
while the University of Michigan will construct the indexing and presen-
tation tools for organizing the harvested data, and develop and provide an
associated search engine service (oai.grainger.uiuc.edu/michigan.htm).
The search interface formally became available in late June 2002 with a
collection of nearly 275,000 records harvested from more than 50 institu-
64 JOURNAL OF INTERNET CATALOGING
tional sites. Users may search all record fields concurrently, or limit a
search to keyword, title, author, and/or subject. Search request may be lim-
ited by resource type (i.e., text, image, audio, video). An annotated list of
harvested collections is available (oaister.umdl.umich.edu/viewcolls.html).
Planned system enhancements include the ability to search using Boolean
and proximity operators, fine tuning of title, author, and date sorting, single
date and date range searching, downloading and e-mailing of records, and
collection selection and specification.
Kat Hagedorn is the Metadata Harvesting Librarian and project man-
ager and Michael Burek serves as the OAIster programmer. Institutions
interested in participating in OAIster are welcome to contact the project
director (khage@umich.edu).
The OAIster project is one of seven OAI Metadata Harvesting Proto-
col projects granted funding by the Andrew W. Mellon Foundation in
summer 2001. The Research Libraries Group (RLG), Emory Univer-
sity, the Woodrow Wilson International Center for Scholar in Washing-
ton, D.C., the University of Virginia, and the Southeastern Library
Network, Inc. (SOLINET), were the other institutions that received
support from the foundation (www.arl.org/newsltr/217/waters.html).
PUBLICATIONS
Action Plan
“ Bibliographic Control of Web Resources:
A Library of Congress Action Plan”
Library of Congress Cataloging Directorate
http://lcweb.loc.gov/catdir/bibcontrol/actionplan.html
From November 12-15, 2000, the Cataloging Directorate of the Li-
brary of Congress convened the Bicentennial Conference on Biblio-
graphic Control for the New Millennium: Confronting the Challenge of
Networked Resources and the Web (lcweb.loc.gov/catdir/bibcontrol/)
as a working meeting of experts to generate recommendations for the
Library of Congress to improve bibliographic control of Web resources.
Six major overarching objectives and themes emerged:
• increased availability of standard records for Web resources
• enhanced record display and access across multiple systems
• collaboration among metadata standards communities for better
bibliographic control of Web resources
News from the Field 65
• development of automated tools for harvesting and maintaining
metadata
• provision of appropriate training for the Web environment
• support of research and development to enhance bibliographic
control of Web resources.
Specific recommendations and their associated priorities were re-
cently announced in the directorate’s Bibliographic Control of Web Re-
sources: A Library of Congress Action Plan. Among the noteworthy
recommendations within these objectives are the following:
Increase the availability of standard records for selected Web resources
• Develop a plan to increase the creation and availability of standard
records for electronic resources to include authority control and
subject analysis
• Explore ways to re-purpose/reuse metadata received under pro-
grams for registration, acquisitions, cataloging, copyright, and re-
lated activities
• Compile/review/disseminate selection criteria for electronic re-
sources to supplement traditional selection criteria
Enhance the access to and display of records for selected Web re-
sources across multiple systems
• Define requirements for a common interface for searching, retrieving,
and sorting across a range of discovery tools, such as: abstracting and
indexing services; other content databases; and other catalogs
• Explore ways to enrich metadata records by focusing on providing
additional subject and other access mechanisms and increasing
granularity of access and display
• Investigate making Library of Congress Classification and Subject
Headings available at no cost on the Internet
Work collaboratively with metadata standards communities to im-
prove bibliographic control of selected Web resources
• Identify and publicize existing registries of metadata schemes to
establish points of convergence among them, to promote the con-
sistent labeling of fields, and to facilitate mapping of fields
• Enhance MARC21 to support display of hierarchical relationships
among records for a work, its expressions and its manifestations
66 JOURNAL OF INTERNET CATALOGING
(based on the IFLA Functional Requirements for Bibliographic Rec-
ords (FRBR))
• Convey and reiterate the need for the continuing development of
AACR2 to provide principles and practices for bibliographic access
to and control of the full array of electronic resources on a timely ba-
sis and in harmony with other descriptive cataloging standards
Develop automated tools for extracting, creating, harvesting and main-
taining metadata to improve bibliographic control of selected Web
• Develop specifications for a tool that will enable libraries to ex-
tract metadata from Web-based resources in order to create catalog
records, and that will detect and report changes in resource content
and bibliographic data in order to maintain those records
• Develop specifications for embedded metadata that can be used by
software developers to incorporate usable metadata into the output
of their products. Target industries include developers of word pro-
cessors, HTML editing tools, Website development tools, image
creation and manipulation tools, and multimedia production tools
• Promote convergence of standards for harvesting metadata
Provide appropriate training/continuing education to improve bib-
liographic control of selected Web resources
• Address educational needs through improved curricula in library
and information science schools and through continuing education
for cataloging practitioners by: promoting consensus on determi-
nation of core competencies
• Sponsor a series of open forums on metadata needs to support ref-
erence service in conjunction with various professional associa-
tion meetings to include catalogers, reference librarians, vendors,
systems developers, publishers, and administrators
• Promote the use and understanding of standards for describing
Web resources through education, targeted outreach, etc.
Support research and development on emerging metadata standards
and address the challenges of interoperability to improved biblio-
graphic control of selected Web resources
• Research user needs and approaches in accessing the catalog and
other discovery tools in a networked environment to develop user
tools for customization
News from the Field 67
• Support research and development to improve controlled vocabu-
lary mediating tools, including a simplified LCSH
• Support research and development on the changing nature of the
catalog to include consideration of a framework for its integration
with other discovery tools
Framework
“A Framework of Guidance for Building Good Digital Collections”
Institute of Museum and Library Services
November 2001
http://www.imls.gov/pubs/forumframework.htm
The Institute of Museum and Library Services (IMLS) recently re-
leased a report intended to serve as a ‘framework’ for “identifying, or-
ganizing, and applying existing knowledge and resources that can be
used as an aid in the development of local guidelines and procedures.”
The framework has been developed in the context of ‘indicators of
goodness’ for four types of entities, notably collections, objects,
metadata, and projects. ‘Indicators of goodness’ include factors that
contribute to interoperability, reusability, persistence, verification, and
documentation, as well as usability, accessibility, and fitness for use ap-
propriate to the anticipated user group. The framework is intended for
two audiences: individuals and organizations that seek to develop good
digital collections, and funding agencies and organizations that wish to
encourage the creation of quality collections.
For each category with the framework, general principles relating to
quality are defined and discussed. In addition, supporting resources
such as standards, guidelines, best practices, explanations, discussions,
clearinghouses, case studies, or examples, are provided.
The report was prepared by members of the Digital Library Forum, a
group convened by the IMLS to discuss issues relating to the implemen-
tation and management of networked digital libraries. Members of the
forum who contributed to the report include Liz Bishoff, Colorado
Digitization Alliance; Priscilla Caplan (chair), Florida Center for Li-
brary Automation; Tim Cole, University of Illinois Urbana-Cham-
paign; Anne Craig, Illinois State Library; Daniel Greenstein, Digital
Library Federation; Doug Holland, Missouri Botanical Garden; Ellen
Kabat-Lensch, Eastern Iowa Community College; Tom Moritz, Ameri-
can Museum of Natural History; and John Saylor, Cornell University.
68 JOURNAL OF INTERNET CATALOGING
Journal Issue
“E-Serials Cataloging: Access to Continuing and Integrating
Resources via the Catalog and the Web”
The Serials Librarian 41 (nos. 3 and 4) 2002
Edited by Jim E. Cole and Wayne Jones
http://www.ameshomeschool.org/serialslibrarian/sl_41n3-4.htm
Access to continuing and integrating resources via the catalog and the
Web is the theme of the recently published issue of The Serials Librarian,
the international journal for the management of serials and other continu-
ing resources published by The Haworth Press, Inc. Contributions for this
special volume are organized into several broad categories: General,
Standards, Education and Training, Policies and Procedures, National
projects and Local Applications, and Books, Serials and the Future.
Among the representative articles in this double issue are:
• “E-Serials Cataloging in the 1990’s: A Review of the Literature”
by Ann Copeland
• “ISBD(ER) and Its Role in the Management of Electronic Re-
sources” by Sten Hedberg
• “The Integration of Electronic Resources into Cataloging Instruc-
tion in the LIS Curriculum” by Taemin Kim Park
• “Teaching Seriality: A Major Education Challenge” by Arlene G.
Taylor
• “Web Resources for Cataloging Electronic Serials and Continuing
Resources: An Annotated Bibliography” by John Blosser, Tim
Hagan, and Yvonne W. Zhang
• “Internet Resources Cataloging in ARL Libraries: Staffing and
Access Issues” by Jeanne M. K. Boydston and Joan M. Leysen
• “Notes for Remote Access Computer File Serials” by Beatrice L.
Caraway
• “NESLI MARC Records: An Experiment in Creating MARC Rec-
ords for E-Journals” by Ross MacIntyre
• “Improving Access to E-Journals and Databases at the MIT Li-
braries: Building a Database-Backed Web Site Called ‘Vera’ ” by
Nicole Hennig
• “The Elektronische Zeitschriftenbibliothek: A Successful Library
Service for Electronic Journals in Germany” by Evelinde Hutzler
and Gerald Schupfner
• “E Is for Everything: The Extra-Ordinary, Evolutionary [e-]Journal”
by Gerry McKiernan
News from the Field 69
Syllabus
“Metadata: Organizing Online Information”
University of Wisconsin-Milwaukee School of Information Studies
540-691: Special Topics in Information Science
Steven J. Miller, Instructor
http://www.uwm.edu/~mll/691.html
Course Description
Principles and current applications of descriptive metadata for orga-
nizing online information. Explores methods for enabling users to find,
identify, select, obtain, and use digital networked resources by means of
a variety of metadata content standards and encoding schemes. Includes
issues of interoperability and mapping among diverse standards and
schemes and issues of navigation, collocation, bibliographic relation-
ships, and linkages within online information retrieval systems.
Course Objectives
• Be able to define the following terms and to discuss the major is-
sues relating to them in the context of organizing online informa-
tion resources:
• metadata, semantics/content standard, syntax/encoding stan-
dard, digitization project, SGML, HTML, XML, DTD, parser,
Web directory, search engine, HTML meta tag, attribute/value
pair, spamming, TEI, EAD, FGDC, IMS, VRA, CIMI, GILS,
ONIX, Dublin Core, DCMI, DCMES, DC qualifiers, element
refinement, encoding scheme, controlled vocabulary, formal
notation, ISO, NISO, IFLA, FRBR, work/expression/manifes-
tation/item, finite and continuing resources, content and carrier,
resource type and format, multiple versions, granularity, biblio-
graphic relationships, bibliographic linkages, AACR, MARC,
cataloging, OPAC, e-book, e-journal, interoperability, element
mapping, crosswalk, RDF, XML namespace, metadata registry
• Be aware of and able to discuss how different kinds of metadata
schemes and standards are currently being used to organize differ-
ent kinds of online resources within different information commu-
nities and contexts.
70 JOURNAL OF INTERNET CATALOGING
• Appreciate and be able to discuss and provide concrete examples
of the complex characteristics of online resources and the major is-
sues involved in organizing, describing, and providing access to
them, including fixity and fluidity, finite and continuing resources,
content and carrier, resource type and format, multiple versions,
granularity, bibliographic relationships, linkages, controlled vo-
cabularies and formal notations.
• Gain experience in doing actual resource description using Dublin
Core metadata elements and use this hands-on experience to en-
hance achievement of the objectives stated above.
Select Course Topics
• Introduction to metadata
• Metadata and the Web
• Markup languages
• Diverse metadata schemes
• Metadata and specialized resources
• Dublin Core
• Functions and descriptive metadata
• Users and searching needs
• Controlled vocabularies, standardized notations, and ontologies
• Metadata and library resources
• AACR and MARC for remote-access electronic resources
• Issues in cataloging and managing Internet resources
• OCLC CORC Metadata interoperability and cross-domain searching
• Metadata mapping and crosswalks
• Semantic Web
This syllabus and its associated required and supplemental readings
are an excellent resource for the novice or veteran seeking to learn or re-
inforce knowledge of various metadata initiatives and applications. The
selected readings are written by leaders in the field and include the key
and core literature.
The author is grateful to Steven J. Miller for permission to excerpt
and cite this syllabus. Mr. Miller notes that the syllabus is a fluid docu-
ment which he periodically updates.
News from the Field 71

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Ji cv6n1

  • 1. NEWS FROM THE FIELD Gerry McKiernan, Editor PROGRAMS Conferences “DC2002: Metadata for e-Communities: Supporting Diversity and Convergence” October 13-17, 2002 Convitto della Calza, Oltramo Meeting Center Florence, Italy http://www.bncf.net/dc2002/ The convergence of resource description standards and development of an ‘enabling infrastructure’ promises to improve the discovery and management of information across and within disciplines. For DC-2002, the program committee invites papers in the following categories: • E-Government • Search engines and metadata • Educational metadata • Knowledge management • Use of Dublin Core metadata for commerce and intranets Gerry McKiernan is Coordinator, Science and Technology Department, 152 Parks Li- brary, Iowa State University, Ames, IA 50011 (E-mail: gerrymck@gwgate.lib.iastate.edu) (http://www.public.iastate.edu/~CYBERSTACKS/). Journal of Internet Cataloging, Vol. 6(1) 2003 http://www.haworthpressinc.com/store/product.asp?sku=J141  2003 by The Haworth Press, Inc. All rights reserved. 55
  • 2. • Roles of standard cataloging, indexing, metadata, and ontologies in the Semantic Web • Tools and protocols for metadata interoperability • Cultural heritage metadata Papers should be submitted using a Web form in PDF or MS Word (www.bncf.net/dc2002/papers). All submissions will be peer-reviewed by the program committee and published online and in print. DC 2002 will include the tenth Dublin Core workshop in the series, and will be the second international program to include a conference track and a tutorial track, as well as the workshop event. Training “ISDL 2002: DELOS International Summer School on Digital Library Technologies” July 8-12, 2002 Santa Croce in Fossabanda Conference Centre Pisa, Italy http://delos-noe.iei.pi.cnr.it/activities/trainingforum/SummerSchool/ school2002.html The second International Summer School on Digital Library Tech- nologies was held July 8-12, 2002 in Pisa, Italy. The general purpose of the School is “to foster research and understanding in the fundamental technologies underlying the Digital Libraries field.” This year’s program focused on digital library applications in a variety of subject domains, with sessions taught by leading researchers and prac- titioners from the United States and Europe. The one-week intensive pro- gram included presentations and discussions on the following topics: • Introduction to Digital Libraries (Gary Marchionini, University of North Carolina at Chapel Hill) • Metadata (Thomas Baker, Fraunhofer-Gesellschaft, Germany) • Geospatial Digital Libraries (Terry Smith, University of Califor- nia at Santa Barbara) • Digital Libraries with Health Applications (Judith Klavans, Co- lumbia University) • Digital Music Libraries (Jon Dunn, Indiana University) • Digital Libraries in the Humanities (Gregory Crane, Tuft University) 56 JOURNAL OF INTERNET CATALOGING
  • 3. • Digital Libraries of Spoken Documents (Dean Rehberger, Michi- gan State University) • Preservation (Seamus Ross, University of Glasgow) • Video Digital Libraries (Scott Stevens, Carnegie Mellon University) The International Summer School on Digital Library Technologies presented under the auspices of the DELOS Network of Excellence on Digital Libraries, an initiative funded by the Fifth Framework Programme of the European Commission, within the Key Action on Multimedia Contents and Tools of the Information Society Technol- ogies Programme. Copies of the lectures from ISDL 2001, the first DELOS Interna- tional Summer School on Digital Library Technologies, are available (www.ercim.org/publication/workshop_reports.html). Videoconferences “Steering by Standards” Spring 2002 OCLC Institute http://www.oclc.org/institute/events/sbs.htm This past spring, the OCLC Institute offered three satellite videoconferences devoted to established and emerging metadata stan- dards, and related projects: • A New Harvest: Revealing Hidden Resources with the Open Ar- chives Metadata Harvesting Protocol (March 26, 2002) • The OAIS Imperative: Enduring Record or Digital Dust? (April 19, 2002) • Paper Past, Digital Future: Managing Metadata Standards in Transition (May 29, 2002) A New Harvest: Revealing Hidden Resources with the Open Ar- chives Metadata Harvesting Protocol was hosted by Lorcan Dempsey (Director, OCLC Office of Research) and featured a keynote presenta- tion by Herbert Van de Sompel (formerly Director, e-Strategy & Programmes, The British Library). The Open Archives Initiative Metadata Harvesting Protocol is a mechanism that facilitates the collec- News from the Field 57
  • 4. tion or ‘harvest’ of metadata from different servers, which in turn can be aggregated and reconfigured to provide general and distributed access to the collective content of compliant servers. Joann Kaczmarek, Proj- ect Coordinator, Illinois Open Archives Initiative Metadata Protocol Harvesting Project, and Visiting Assistant Professor, Library Adminis- tration, University of Illinois at Urbana-Champaign; and Stephen Pinfield, Academic Services Librarian, University of Nottingham, United Kingdom, participated as ‘expert practitioners.’ The OAIS Imperative: Enduring Record or Digital Dust? was hosted by Meg Bellinger (Vice President, OCLC Digital and Preservation Re- sources) and featured a keynote presentation by Donald M. Sawyer (Lead, National Aeronautics and Space Administration (NASA), Sci- ence Office of Standards and Technology). An Open Archival Information System (OAIS) “is an archive, consist- ing of an organization of people and systems, that has accepted the re- sponsibility to preserve information and make it available for a designated community” [www.ccsds.org/documents/word.bin/CCSDS- 650.0-R-2.doc]. Bruce Ambacher, (then Special Assistant to the Director, Electronic and Special Media Records Services Division, U.S. National Archives and Records Administration) and MacKenzie Smith (Associate Director for Technology, MIT Libraries) participated as practitioners. Paper Past, Digital Future: Managing Metadata Standards in Tran- sition was hosted by Gary Houk (Vice President, OCLC Cataloging and Metadata Services) and featured a keynote presentation by Barbara Tillett (Director, Integrated Library System Program Office, Library of Congress). As they seek to integrate electronic resources into their collections and deliver these resources to users, librarians and libraries are facing new challenges. In an effort to control and manage digital resources, new information standards such as Dublin Core, ONline Information exchange (ONIX), Encoded Archival Description (EAD), and Text En- coding Initiative (TEI) have emerged. Some complement established li- brary standards, while others have received consideration as alternatives or substitutes. In this presentation, the value and benefit of traditional and emerging standards for facilitating access and use of print and digi- tal resources were reviewed. Liz Bishoff (Project Director, Colorado Digitization Project) and Sam Dempsey (Director, Data Development, Informata.com (Baker & Taylor)) were practitioner participants. 58 JOURNAL OF INTERNET CATALOGING
  • 5. Workshop “NISSAT-NCSI Workshop on Developing Digital Libraries Using Open Source Software (E-Prints Archive Software and Greenstone Digital Library Software)” April 15-20, 2002 National Centre for Science Information, Indian Institute of Science Bangalore, India http://144.16.72.189/opendl/ In mid-April 2002, twenty-seven individuals affiliated with a variety of organizations and institutions across India participated in a series of workshop sessions focused on developing practical skills in using two major Open Source software packages–Eprints Archive Software (EAS) and Greenstone Digital Library software (GSDL)–to create and manage digital collections. The workshop was divided into three parts: • Part 1. Concepts and technologies (Day 1 and 2) • Part 2. Eprints Archive Software (EAS) (Day 3 and 4) • Part 3. Greenstone Digital Library (GSDL) (Day 5 and 6) The workshop culminated with a demonstration of the proceedings of the International Conference of Asian Digital Libraries (ICADL 2001), which was published using GSDL. The publication offers inte- grated CD-based multi-media access to all papers (Word, PDF, PPT, MP3 audio clips) and provides browse and search features. The materials and associated documentation developed for the work- shop are available from the workshop Web site, and cover the following general and specific topics and issues: • Digital Libraries: Workflows, processes and software • Document formats and their characteristics • Scanning and OCR • Acrobat and PDF • Metadata and digital libraries • XML–concept, applications, case studies • Digitization: workflows, costing and management • E-Print Archives Software (EAS): Overview News from the Field 59
  • 6. • EAS: Installation and configuration • EAS: Collection building and searching • EAS: Interoperability and cross searching • GSDL: Overview • GSDL: Installation • GSDL: Collection Building • GSDL: Search and browse • GSDL: Collection Configuration • GSDL: Collection Organizer • ICADL: 2001 CD demonstration In addition, the presentation slides for the associated labs for most of the sessions are included, as are links to the EAS (eprints.org) and the GSDL software (greenstone.org), as well as test collections. The workshop site in- cludes a list of participants and their addresses, as well as workshop photo- graphs. A directory of free or Open Source software is also provided. The workshop was organized and conducted by The National Centre for Science Information (NCSI), Indian Institute of Science, Bangalore, and sponsored by National Information System for Science and Tech- nology (NISSAT), Department of Scientific and Industrial Research (DSIR), India. Dr. T. B. Rajashekar, Principal Research Scientist and Associate Chairman, NCSI, served as the workshop coordinator. PROJECTS MARC XML: MARC 21 XML Schema http://www.loc.gov/standards/marcxml/ The Library of Congress Network Development and MARC Stan- dards Office recently announced the completion of a schema for MARC 21 records in an XML structure for use in communicating MARC 21 rec- ords. This framework is intended to be flexible and extensible as to allow users to utilize MARC data in ways specific to their needs. The frame- work will contain many components such as schemas, stylesheets, and software tools. The core of the MARC XML framework is a simple XML schema that contains MARC data. In the framework, all control fields, including the leader, are treated as a data string; fields are treated as elements with the tag as an attribute and indicators also treated as attributes. Subfields are treated as sub-elements with the subfield code as an attribute. This base schema can be used for the creation of full MARC records or permit 60 JOURNAL OF INTERNET CATALOGING
  • 7. MARC data records to be converted into other metadata formats, such as the Dublin Core (DC) or the Metadata Object Description Schema (MODS), a new schema for a bibliographic element set expressed in XML with language-based rather than numeric tags. The MARC XML schema retains the semantics of MARC and will not need to be edited to reflect minor changes to MARC21. A single schema serves the five MARC 21 formats (bibliographic data, holdings data, authority data, classification data, and community information). In addition to access to the MARC XML schema, the project site in- cludes a detailed graphic illustration of the schema, as well as sample MARC XML documents. Various tools and utilities are also available, notably a MARC 21 to MARC XML conversion tool for reading and writing MARC 21 records, and various conversion stylesheets (e.g., MARC XML to Dublin Core Stylesheet; Dublin Core to MARC XML Stylesheet). Three brief overviews of the architecture, design consider- ations, and uses and features are also provided. The MARC XML schema will be maintained by the Library of Con- gress as will software that enables ‘lossless’ conversion to and from MARC21 records in the ISO 2709 structure (Format for Information Exchange). The METS schema was developed in collaboration with OCLC and the Research Libraries Group (RLG), and was reviewed by the National Library of Canada and the National Library of Medicine (NLM). METS: Metadata Encoding & Transmission Standard http://www.loc.gov/standards/mets/ The METS (Metadata Encoding & Transmission Standard) schema is a standard for encoding descriptive, administrative, and structural metadata for textual and image-based works within a digital library, expressed using XML schema. The standard is maintained by the Network Development and MARC Standards Office of the Library of Congress, and is being de- veloped as an initiative of the Digital Library Federation (DLF). The METS schema attempts to build upon the Making of the America II project (moa.umdl.umich.edu) (cdl.library.cornell.edu/moa/) and seeks to provide an XML document format for encoding metadata necessary for both the management of digital library objects within a repository and exchange of such objects between repositories or between reposi- tories and their users. Depending on the application, a METS docu- ment could be used in the role of Submission Information Package News from the Field 61
  • 8. (SIP), Archival Information (AIP), or Dissemination Information Pack- age (DIP) within the Open Archival Information System (OAIS) Refer- ence Model (see above). A METS document consists of four major sections: • Descriptive metadata. The descriptive metadata section may link to descriptive metadata external to the METS document (e.g., a MARC record in an online catalog (OPAC) or an Encoded Archi- val Description (EAD) finding aid maintained on a server or con- tain internally embedded descriptive metadata, or both). • Administrative metadata. The administrative metadata section provides information on the manner in which files were created and stored, intellectual property rights, metadata regarding the original source object from which the digital library objects de- rives, and information regarding the provenance of the files com- prising the digital library object. • File groups. The file groups section lists all files comprising all electronic versions of the digital objects. File group elements may be nested to provide for subdividing the files by object version. • Structural map. The structural map is the heart of a METS document. It outlines a hierarchical structure for the digital library object, and links the elements of that structure to content files and metadata that pertain to each element. A more detailed explanation of each section and their interrelationships is available from the METS overview and tutorial page (www.loc.gov/ standards/mets/METSOverview.html). Access is provided to the METS Schema 1.0 (zeta) as well as to rele- vant documentation and the associated Xlink Schema. In addition, access is provided to a proposed revision of the METS Schema (METS Schema 1.1). Two METS example documents are available, notably a METS XML document set for a serial publication prepared by MacKenzie Smith of the Harvard University Library Office for Information Systems. The METS site also provides access to various METS ‘extenders,’ and include ‘extension schema’ for descriptive metadata and adminis- trative metadata. The administrative metadata category provides entries and links to schemas proposed for use in the Library of Congress Au- dio-Visual Prototyping Project and the NISO Technical Metadata for Digital Still Images Standards Committee (NISO MIX), while the de- scriptive metadata category includes access to the Generic Descriptive Metadata (GDM) scheme and the Metadata Object Description Schema (MODS). 62 JOURNAL OF INTERNET CATALOGING
  • 9. A METS Java Toolkit (Draft Version 1.0 (alpha)) (hul.harvard.edu/mets/) for the procedural construction, validation, and “marshalling and unmarsha- lling” for METS has been developed and is linked from the METS page. In late May 2002, the METS editorial board was formed. Members include Jerome McDonough (New York University (Chair)), Rick Beubien (University of California), Morgan Cundiff (Library of Con- gress), Nancy Hoebelheirich (Stanford University), Mark Kornbluh (Michigan State University), Cecilia Preston (Preston & Lynch), Merrilee Proffitt (Research Libraries Group), Richard Rinehart (Berke- ley Art Museum/Pacific Film Archive), Mackenzie Smith (Massachu- setts Institute of Technology), Taylor Surface (OCLC), and Robin Wendler (Harvard University). An unmoderated electronic discussion list, the METS forum (METS@loc.gov), is open to members of the METS development com- munity and to interested individuals. A subscription may be placed by sending an e-mail message to the Library of Congress listserv (listserv@ loc.gov) with the message ‘subscribe METS.’ NESSTAR: Networked Social Science Tools and Resources http://www.nesstar.org NESSTAR (Networked European Social Science Tools and Re- sources) is an integrated suite of software that facilitates the identifica- tion and use of socio-economic and similarly structured, data. It enables users to: • browse distributed data catalogs over the Web, • examine associated metadata, • execute simple data analysis (e.g., cross tabulations, regressions, and graphical displays), and • download entire datasets or data subsets in one of a number of common formats. The system contains registration and authentication facilities to filter access to certain datasets as well as a suite of data publishing and server management tools. NESSTAR exists as four discrete products: the NESSTAR Explorer, NESSTAR Light, NESSTAR Server, and NESSTAR Publisher. News from the Field 63
  • 10. NESSTAR Explorer is a Java application client that permits interaction with server-stored data from the user’s desktop. It has three main stages of operation: a search feature; a results screen in which datasets can be listed and sorted by select metadata; and a retrieval function that allows the user to explore and manipulate dataset metadata and the associated dataset itself. In the latter, the user has the option to display data in tabular or graphical form. NESSTAR Light (nesstar.nsd.uib.no/nesstarlight/index. jsp) enables the user to perform most of the functions of the NESSTAR Explorer with a Web browser. NESSTAR Publisher consists of a set of tools that enable the user to convert, append and manage data. It allows the user to specify the manner in which data are described and provides a facility to add catalog descriptions. NESSTAR was funded by DGXIII of the European Commission un- der the Fourth Framework Telematics Applications Programme. OAIster http://oaister.umdl.umich.edu/ OAIster is a project of the University of Michigan Digital Library Production Services that seeks to “create a wide-ranging collection of free, useful, previously difficult-to-access digital resources that are eas- ily searchable by anyone.” It is intended to be global in scope, providing cross-repository searching of metadata describing publicly-available dig- ital objects, such as electronic books, online journals, audio files (e.g., wav, mp3), images (e.g., tiff, gif), video (e.g., mpeg, QuickTime™), and reference texts (e.g., dictionaries, directories). Its focus is to provide ready access to digital resources that reside in the ‘hidden Web,’ the re- gion of the Web that is typically not indexed by most search engines (e.g., Google and Alta Vista), and hence is inaccessible for most users. The project will use of the Open Archives Initiative Metadata Har- vesting Protocol (OAI-MHP) (www.openarchives.org/OAI/openarchives protocol.htm) as the framework for retrieving digital resources. The Uni- versity of Illinois at Urbana-Champaign (UIUC) has been contracted to develop and provide the ‘harvester’ mechanism that will collect, aggre- gate, and update the metadata from cooperating compliant repositories, while the University of Michigan will construct the indexing and presen- tation tools for organizing the harvested data, and develop and provide an associated search engine service (oai.grainger.uiuc.edu/michigan.htm). The search interface formally became available in late June 2002 with a collection of nearly 275,000 records harvested from more than 50 institu- 64 JOURNAL OF INTERNET CATALOGING
  • 11. tional sites. Users may search all record fields concurrently, or limit a search to keyword, title, author, and/or subject. Search request may be lim- ited by resource type (i.e., text, image, audio, video). An annotated list of harvested collections is available (oaister.umdl.umich.edu/viewcolls.html). Planned system enhancements include the ability to search using Boolean and proximity operators, fine tuning of title, author, and date sorting, single date and date range searching, downloading and e-mailing of records, and collection selection and specification. Kat Hagedorn is the Metadata Harvesting Librarian and project man- ager and Michael Burek serves as the OAIster programmer. Institutions interested in participating in OAIster are welcome to contact the project director (khage@umich.edu). The OAIster project is one of seven OAI Metadata Harvesting Proto- col projects granted funding by the Andrew W. Mellon Foundation in summer 2001. The Research Libraries Group (RLG), Emory Univer- sity, the Woodrow Wilson International Center for Scholar in Washing- ton, D.C., the University of Virginia, and the Southeastern Library Network, Inc. (SOLINET), were the other institutions that received support from the foundation (www.arl.org/newsltr/217/waters.html). PUBLICATIONS Action Plan “ Bibliographic Control of Web Resources: A Library of Congress Action Plan” Library of Congress Cataloging Directorate http://lcweb.loc.gov/catdir/bibcontrol/actionplan.html From November 12-15, 2000, the Cataloging Directorate of the Li- brary of Congress convened the Bicentennial Conference on Biblio- graphic Control for the New Millennium: Confronting the Challenge of Networked Resources and the Web (lcweb.loc.gov/catdir/bibcontrol/) as a working meeting of experts to generate recommendations for the Library of Congress to improve bibliographic control of Web resources. Six major overarching objectives and themes emerged: • increased availability of standard records for Web resources • enhanced record display and access across multiple systems • collaboration among metadata standards communities for better bibliographic control of Web resources News from the Field 65
  • 12. • development of automated tools for harvesting and maintaining metadata • provision of appropriate training for the Web environment • support of research and development to enhance bibliographic control of Web resources. Specific recommendations and their associated priorities were re- cently announced in the directorate’s Bibliographic Control of Web Re- sources: A Library of Congress Action Plan. Among the noteworthy recommendations within these objectives are the following: Increase the availability of standard records for selected Web resources • Develop a plan to increase the creation and availability of standard records for electronic resources to include authority control and subject analysis • Explore ways to re-purpose/reuse metadata received under pro- grams for registration, acquisitions, cataloging, copyright, and re- lated activities • Compile/review/disseminate selection criteria for electronic re- sources to supplement traditional selection criteria Enhance the access to and display of records for selected Web re- sources across multiple systems • Define requirements for a common interface for searching, retrieving, and sorting across a range of discovery tools, such as: abstracting and indexing services; other content databases; and other catalogs • Explore ways to enrich metadata records by focusing on providing additional subject and other access mechanisms and increasing granularity of access and display • Investigate making Library of Congress Classification and Subject Headings available at no cost on the Internet Work collaboratively with metadata standards communities to im- prove bibliographic control of selected Web resources • Identify and publicize existing registries of metadata schemes to establish points of convergence among them, to promote the con- sistent labeling of fields, and to facilitate mapping of fields • Enhance MARC21 to support display of hierarchical relationships among records for a work, its expressions and its manifestations 66 JOURNAL OF INTERNET CATALOGING
  • 13. (based on the IFLA Functional Requirements for Bibliographic Rec- ords (FRBR)) • Convey and reiterate the need for the continuing development of AACR2 to provide principles and practices for bibliographic access to and control of the full array of electronic resources on a timely ba- sis and in harmony with other descriptive cataloging standards Develop automated tools for extracting, creating, harvesting and main- taining metadata to improve bibliographic control of selected Web • Develop specifications for a tool that will enable libraries to ex- tract metadata from Web-based resources in order to create catalog records, and that will detect and report changes in resource content and bibliographic data in order to maintain those records • Develop specifications for embedded metadata that can be used by software developers to incorporate usable metadata into the output of their products. Target industries include developers of word pro- cessors, HTML editing tools, Website development tools, image creation and manipulation tools, and multimedia production tools • Promote convergence of standards for harvesting metadata Provide appropriate training/continuing education to improve bib- liographic control of selected Web resources • Address educational needs through improved curricula in library and information science schools and through continuing education for cataloging practitioners by: promoting consensus on determi- nation of core competencies • Sponsor a series of open forums on metadata needs to support ref- erence service in conjunction with various professional associa- tion meetings to include catalogers, reference librarians, vendors, systems developers, publishers, and administrators • Promote the use and understanding of standards for describing Web resources through education, targeted outreach, etc. Support research and development on emerging metadata standards and address the challenges of interoperability to improved biblio- graphic control of selected Web resources • Research user needs and approaches in accessing the catalog and other discovery tools in a networked environment to develop user tools for customization News from the Field 67
  • 14. • Support research and development to improve controlled vocabu- lary mediating tools, including a simplified LCSH • Support research and development on the changing nature of the catalog to include consideration of a framework for its integration with other discovery tools Framework “A Framework of Guidance for Building Good Digital Collections” Institute of Museum and Library Services November 2001 http://www.imls.gov/pubs/forumframework.htm The Institute of Museum and Library Services (IMLS) recently re- leased a report intended to serve as a ‘framework’ for “identifying, or- ganizing, and applying existing knowledge and resources that can be used as an aid in the development of local guidelines and procedures.” The framework has been developed in the context of ‘indicators of goodness’ for four types of entities, notably collections, objects, metadata, and projects. ‘Indicators of goodness’ include factors that contribute to interoperability, reusability, persistence, verification, and documentation, as well as usability, accessibility, and fitness for use ap- propriate to the anticipated user group. The framework is intended for two audiences: individuals and organizations that seek to develop good digital collections, and funding agencies and organizations that wish to encourage the creation of quality collections. For each category with the framework, general principles relating to quality are defined and discussed. In addition, supporting resources such as standards, guidelines, best practices, explanations, discussions, clearinghouses, case studies, or examples, are provided. The report was prepared by members of the Digital Library Forum, a group convened by the IMLS to discuss issues relating to the implemen- tation and management of networked digital libraries. Members of the forum who contributed to the report include Liz Bishoff, Colorado Digitization Alliance; Priscilla Caplan (chair), Florida Center for Li- brary Automation; Tim Cole, University of Illinois Urbana-Cham- paign; Anne Craig, Illinois State Library; Daniel Greenstein, Digital Library Federation; Doug Holland, Missouri Botanical Garden; Ellen Kabat-Lensch, Eastern Iowa Community College; Tom Moritz, Ameri- can Museum of Natural History; and John Saylor, Cornell University. 68 JOURNAL OF INTERNET CATALOGING
  • 15. Journal Issue “E-Serials Cataloging: Access to Continuing and Integrating Resources via the Catalog and the Web” The Serials Librarian 41 (nos. 3 and 4) 2002 Edited by Jim E. Cole and Wayne Jones http://www.ameshomeschool.org/serialslibrarian/sl_41n3-4.htm Access to continuing and integrating resources via the catalog and the Web is the theme of the recently published issue of The Serials Librarian, the international journal for the management of serials and other continu- ing resources published by The Haworth Press, Inc. Contributions for this special volume are organized into several broad categories: General, Standards, Education and Training, Policies and Procedures, National projects and Local Applications, and Books, Serials and the Future. Among the representative articles in this double issue are: • “E-Serials Cataloging in the 1990’s: A Review of the Literature” by Ann Copeland • “ISBD(ER) and Its Role in the Management of Electronic Re- sources” by Sten Hedberg • “The Integration of Electronic Resources into Cataloging Instruc- tion in the LIS Curriculum” by Taemin Kim Park • “Teaching Seriality: A Major Education Challenge” by Arlene G. Taylor • “Web Resources for Cataloging Electronic Serials and Continuing Resources: An Annotated Bibliography” by John Blosser, Tim Hagan, and Yvonne W. Zhang • “Internet Resources Cataloging in ARL Libraries: Staffing and Access Issues” by Jeanne M. K. Boydston and Joan M. Leysen • “Notes for Remote Access Computer File Serials” by Beatrice L. Caraway • “NESLI MARC Records: An Experiment in Creating MARC Rec- ords for E-Journals” by Ross MacIntyre • “Improving Access to E-Journals and Databases at the MIT Li- braries: Building a Database-Backed Web Site Called ‘Vera’ ” by Nicole Hennig • “The Elektronische Zeitschriftenbibliothek: A Successful Library Service for Electronic Journals in Germany” by Evelinde Hutzler and Gerald Schupfner • “E Is for Everything: The Extra-Ordinary, Evolutionary [e-]Journal” by Gerry McKiernan News from the Field 69
  • 16. Syllabus “Metadata: Organizing Online Information” University of Wisconsin-Milwaukee School of Information Studies 540-691: Special Topics in Information Science Steven J. Miller, Instructor http://www.uwm.edu/~mll/691.html Course Description Principles and current applications of descriptive metadata for orga- nizing online information. Explores methods for enabling users to find, identify, select, obtain, and use digital networked resources by means of a variety of metadata content standards and encoding schemes. Includes issues of interoperability and mapping among diverse standards and schemes and issues of navigation, collocation, bibliographic relation- ships, and linkages within online information retrieval systems. Course Objectives • Be able to define the following terms and to discuss the major is- sues relating to them in the context of organizing online informa- tion resources: • metadata, semantics/content standard, syntax/encoding stan- dard, digitization project, SGML, HTML, XML, DTD, parser, Web directory, search engine, HTML meta tag, attribute/value pair, spamming, TEI, EAD, FGDC, IMS, VRA, CIMI, GILS, ONIX, Dublin Core, DCMI, DCMES, DC qualifiers, element refinement, encoding scheme, controlled vocabulary, formal notation, ISO, NISO, IFLA, FRBR, work/expression/manifes- tation/item, finite and continuing resources, content and carrier, resource type and format, multiple versions, granularity, biblio- graphic relationships, bibliographic linkages, AACR, MARC, cataloging, OPAC, e-book, e-journal, interoperability, element mapping, crosswalk, RDF, XML namespace, metadata registry • Be aware of and able to discuss how different kinds of metadata schemes and standards are currently being used to organize differ- ent kinds of online resources within different information commu- nities and contexts. 70 JOURNAL OF INTERNET CATALOGING
  • 17. • Appreciate and be able to discuss and provide concrete examples of the complex characteristics of online resources and the major is- sues involved in organizing, describing, and providing access to them, including fixity and fluidity, finite and continuing resources, content and carrier, resource type and format, multiple versions, granularity, bibliographic relationships, linkages, controlled vo- cabularies and formal notations. • Gain experience in doing actual resource description using Dublin Core metadata elements and use this hands-on experience to en- hance achievement of the objectives stated above. Select Course Topics • Introduction to metadata • Metadata and the Web • Markup languages • Diverse metadata schemes • Metadata and specialized resources • Dublin Core • Functions and descriptive metadata • Users and searching needs • Controlled vocabularies, standardized notations, and ontologies • Metadata and library resources • AACR and MARC for remote-access electronic resources • Issues in cataloging and managing Internet resources • OCLC CORC Metadata interoperability and cross-domain searching • Metadata mapping and crosswalks • Semantic Web This syllabus and its associated required and supplemental readings are an excellent resource for the novice or veteran seeking to learn or re- inforce knowledge of various metadata initiatives and applications. The selected readings are written by leaders in the field and include the key and core literature. The author is grateful to Steven J. Miller for permission to excerpt and cite this syllabus. Mr. Miller notes that the syllabus is a fluid docu- ment which he periodically updates. News from the Field 71