Course syllabus metadata systems for warsaw


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Course syllabus metadata systems for warsaw

  1. 1. Metadata for Description and Retrieval Of Online Resources Syllabus for Second Semester, 2013, University of Warsaw Richard Sapon-White, Instructor1 DescriptionThis course is designed for graduate students with an interest in the description andretrieval of online information resources using metadata. While integrating descriptivecataloging principles into the use of metadata schemes, students will explore a variety ofcommunication and content standards, including MARC, Dublin Core, EAD, TEI, andXML. The use of metadata in digital collections, including institutional repositories, willbe highlighted. Interoperability, metadata harvesting and repurposing, maintenance ofmetadata, and data dictionary construction will also be covered.2 ObjectivesBy the end of the course, students should be able to: Define the term “metadata” and discuss its role in the library and other communities Describe characteristics of several different metadata schemes, how they differ from each other, and the contexts in which they are used within their information communities Distinguish between communication and content standards Understand the issues involved in creating crosswalks between metadata schemes3 Topical Outline I. Introduction: Defining Metadata II. Types and Characteristics of Metadata III. Metadata and the Web IV. Metadata Harvesting, Federated Searching, Metasearching V. Metadata Mapping and Crosswalks VI. Administrative, Preservation, Rights and Structural Metadata VII. Bibliographic Metadata: MARC and AACR VIII. Electronic Resources and Libraries 1
  2. 2. IX. Digital Collections: Dublin Core X. Archival Resources: EAD and DACS XI. Electronic Texts and Textual Analysis; Text Encoding Initiative (TEI) XII. Markup Languages and Networked Resource Description: SGML & XML XIII. Authority Control and Metadata XIV. Metadata and Institutional Repositories4 Course WorkStudents will be expected to attend all lectures, participate in class discussions andexercises, and complete all assignments. Exercises to complement lectures willfamiliarize students with various metadata schemes and are a critical component of theclass. Students will also prepare an oral presentation and subsequent written report on atopic to be selected by the student and approved by the instructor. Two written exams(one midterm and one final), will also be used to assess students‟ comprehension of thematerial.5 GradingMidterm exam 20%Final exam 20%Exercises (4 @ 5% each) 20%Oral and written report (15% each) 30%Attendance and participation 10%EXERCISESDuring the course, there will be four exercises to be completed at home, each worth 5%of the final grade. These are designed to reinforce topics covered in class and provide anopportunity to demonstrate or apply what you have learned. Exercises are due the weekafter they are distributed to the class.REPORTEach student will be expected to give a 15 minute oral presentation using PowerPoint. Alist of topics will be distributed at the second class session. Please contact me by thethird class session to select your topic and sign up for a presentation date. The weekfollowing his/her presentation, each student will submit a 5-page report with referencesbased on the topic of the oral presentation.Resources for the topics are provided as starting points; students should find otherresources on their own. Suggested articles will be on reserve in the library or availablefrom the instructor. 2
  3. 3. The successful presentation and paper will go beyond simple recitation of facts. You areexpected to synthesize information from multiple sources and provide your own criticalassessment of the topic.REQUIRED TEXTSBaca, Murtha, ed. Introduction to Metadata. 2nd ed. Los Angeles: Getty ResearchInstitute, 2008.Hillmann, Diane, and Elaine L. Westbrooks, eds. Metadata in practice. Chicago:American Library Association, 2004.SUPPLEMENTARY TEXTSArticles and BooksCaplan, Priscilla. Metadata Fundamentals for All Librarians. Chicago: ALA Editions,2003.Caplan, Priscilla, and Rebecca Guenther. “Metadata for Internet Resources: The DublinCore Metadata Elements Set and Its Mapping to USMARC.” Cataloging andClassification Quarterly 22:3/4 (1996): 43-58.Desmarais, Norman. The ABCs of XML: The Librarian’s Guide to the eXtensibileMarkup Language. New Technology Press, 2000.Duval, Erik, Wayne Hodgins, Stuart Sutton, Stuart L. Weibel.“Metadata Principles andPracticalities.”D-Lib Magazine 8(4), 2000. Availableonline:, Rae, and John Vince, eds. Digital convergence: libraries of thefuture. London:Springer, 2007.Furrie, Betty. Understanding MARC Bibliographic: Machine-Readable Cataloging.7thed. (2003). Available online:, Diane. “Using Dublin Core.” 2001-04-12. Available online:, Gail. Metadata Made Simpler. Bethesda, MD: NISO Press, 2001. Availableonline:, Sheila S., Susan S. Lazinger, and Jean Weihs.Metadata and its impact onlibraries.Westport, Conn.: Libraries Unlimited, 2006. 3
  4. 4. Jones, Richard, Theo Andrew, and John MacColl.The institutional repository. Oxford:Chandos Publishing, 2006.Johnson, Bruce Chr. “XML and MARC: Which is „Right‟?” Cataloging &Classification Quarterly 32:1 (2001) 81-90.Miller,Steven J. Metadata for digital collections: a how-to-do-it manual. NewYork:Neal-Schuman Publishers, 2011.Reese, Terry, Jr., and Kyle Banerjee.Building digital libraries: a how-to-do-it manual.New York: Neal-Schuman Publishers, 2008.Rettig, Patricia J. “Administrative metadata for digital images: a real world applicationof the NISO standard.” Library Collections, Acquisitions, & Technical Services 26(2002) 173-179.Smiraglia, Richard P. ed.Metadata : a catalogers primer.Binghamton, NY: HaworthInformation Press, 2005.Sandberg-Fox,Ann M., ed. Proceedings of the Bicentennial Conference on BibliographicControl for the New Millennium: Confronting the Challenges of Networked Resourcesand the Web: Washington, D.C., November 15-17, 2000. Washington, DC: Library ofCongress, Cataloging Distribution Service, 2001. Available online: Pierre, Margaret, and William P. LaPlant. “Issues in Crosswalking: Content MetadataStandards.” NISO Standards White Paper, Released October 15, 1998. Available online:, Sherry L. “Metadata and Authority Control.” Library Resources and TechnicalServices 44:1 (1999): 33-43.Metadata ReferencesMARC 21 Formats: Core Metadata Initiative: http://dublincore.orgEncoded Archival Description: Encoding Initiative: http://www.tei-c.orgONIX: 4