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BDS – Your metadata partner
Streamlining Metadata Workflows with the ALL
Heather Sherman
DIRECTOR OF ACADEMIC LIBRARY OPERATIONS
Bibliographic Data Services
heather.sherman@bdslive.com
BDS – Your metadata partner
Who are BDS?
• Bibliographic Data Services Ltd
• Privately owned, British company, established in 1995
• Employ over 60 staff
• Based in Dumfries, South-West Scotland
• A Living Wage employer
• Provider of records to academic libraries for over 25 years
BDS – Your metadata partner
Background
Converging factors
• Jisc Remodeling the UK Data Marketplace report
• NAG Quality of Shelf-Ready Metadata report
• Plan M for metadata
• Launch of the National Bibliographic Knowledgebase
• Growing recognition of the value & cost of high-quality metadata
• Demographic issues around the recruitment of cataloguers
• Move to linked data
• Importance of sustainable procurement
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
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
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
BDS – Your metadata partner
What is the ALL?
• Completely new service offering radical change
• Created in close consultation with stock suppliers and SUPC
• Designed to meet the specific requirements and buying patterns of UK and Irish academic libraries
• Jisc banded, annual subscription for the creation, curation, & supply of data direct from BDS or via stock suppliers
• 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
BDS – Your metadata partner
Coverage
Orders
• English language print, ebook or open access titles
• Published after 1st January 2010 or before 2010 for existing records
• All records are RDA compliant and created with the book in hand
Existing holdings and donations
• Access to the BDS database of book in hand and CIP records for upgrading existing holdings, donations, unpurchased
PDA / EBA titles etc
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
• All records created by expert cataloguers
• BDS hold a single record per title
• Dedicated Helpdesk
• Customer User Group
BDS – Your metadata partner
Participating stock suppliers
BDS – Your metadata partner
Automated workflow
Hands-off workflow for the requesting and delivery of high-quality customised records for orders
BDS – Your metadata partner
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
provide book in hand
MARC records*
Import profile fetches the
records and matches to
resources in using unique
*Notification of hits, misses and out of scope ISBNs sent to library, and vendor neutral records sent to
participating stock suppliers
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 will include ISNIs and FAST, and are compatible with BibFrame
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 …
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
BDS – Your metadata partner
Plan M
1. Establish a fair and sustainable ‘pay to share’ bibliographic data ecosystem 
• Pricing based on Jisc banding
• ALL price replaces current payments stock suppliers
• BDS has provided the Public Library Licence for over 20 years
2. A data supply chain that delivers ‘fit-for-purpose’ records as early as possible 
• Records meet SUPC, NAG and NISO standards
• Existing records sent immediately, upgraded records within 2 working days
• Records created ahead of publication for core titles
BDS – Your metadata partner
Plan M
3. Streamline workflows for libraries and suppliers 
• Suppliers no longer need to catalogue titles
• Works seamlessly with existing shelf ready setups
• Option for completely automated workflow
• Facilitates direct delivery
4. Reduce duplication of effort across the community 
• BDS takes responsibility for the creation, curation and supply of records
• A single record is created and used multiple times
• Licence allows records to be reused, shared & added to union catalogues and knowledgebases
BDS – Your metadata partner
Plan M
5. Cut down the number of places from which libraries source their records 
• Records come from one source, BDS
• No need to spend time searching for records
6. An infrastructure that allows easy acquisition & re-sharing of quality records 
• Automated workflow for the hands-off requesting & ingesting of records
• Licence allows records to be reused, shared & added to union catalogues and knowledgebases
BDS – Your metadata partner
Plan M
7. The metadata associated with ‘routine acquisition’ is regarded as a solved issue 
• SUPC, NAG & NISO compliant records for English language, print, ebooks and open access titles
• No need to spend time searching for records
• Free up expert resources to focus on Special Collections, Research Metadata, Reading Lists etc
BDS – Your metadata partner
Andrew Knight, Acquisitions and Content Services Manager
“The issue of poor or variable quality bibliographic metadata has been ongoing in the sector for a
number of years, we see the BDS Academic Library Licence as a way of consolidating our supply,
ensuring predictable costs, and guaranteeing a level of consistency."

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Streamlining Metadata Supply for ALL - Heather Sherman (BDS)

  • 1. BDS – Your metadata partner Streamlining Metadata Workflows with the ALL Heather Sherman DIRECTOR OF ACADEMIC LIBRARY OPERATIONS Bibliographic Data Services heather.sherman@bdslive.com
  • 2. BDS – Your metadata partner Who are BDS? • Bibliographic Data Services Ltd • Privately owned, British company, established in 1995 • Employ over 60 staff • Based in Dumfries, South-West Scotland • A Living Wage employer • Provider of records to academic libraries for over 25 years
  • 3. BDS – Your metadata partner Background Converging factors • Jisc Remodeling the UK Data Marketplace report • NAG Quality of Shelf-Ready Metadata report • Plan M for metadata • Launch of the National Bibliographic Knowledgebase • Growing recognition of the value & cost of high-quality metadata • Demographic issues around the recruitment of cataloguers • Move to linked data • Importance of sustainable procurement
  • 4. 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
  • 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 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
  • 7. BDS – Your metadata partner What is the ALL? • Completely new service offering radical change • Created in close consultation with stock suppliers and SUPC • Designed to meet the specific requirements and buying patterns of UK and Irish academic libraries • Jisc banded, annual subscription for the creation, curation, & supply of data direct from BDS or via stock suppliers • 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
  • 8. BDS – Your metadata partner Coverage Orders • English language print, ebook or open access titles • Published after 1st January 2010 or before 2010 for existing records • All records are RDA compliant and created with the book in hand Existing holdings and donations • Access to the BDS database of book in hand and CIP records for upgrading existing holdings, donations, unpurchased PDA / EBA titles etc
  • 9. 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 • All records created by expert cataloguers • BDS hold a single record per title • Dedicated Helpdesk • Customer User Group
  • 10. BDS – Your metadata partner Participating stock suppliers
  • 11. BDS – Your metadata partner Automated workflow Hands-off workflow for the requesting and delivery of high-quality customised records for orders
  • 12. BDS – Your metadata partner 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 provide book in hand MARC records* Import profile fetches the records and matches to resources in using unique *Notification of hits, misses and out of scope ISBNs sent to library, and vendor neutral records sent to participating stock suppliers
  • 13. 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 will include ISNIs and FAST, and are compatible with BibFrame 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 …
  • 14. 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
  • 15. BDS – Your metadata partner Plan M 1. Establish a fair and sustainable ‘pay to share’ bibliographic data ecosystem  • Pricing based on Jisc banding • ALL price replaces current payments stock suppliers • BDS has provided the Public Library Licence for over 20 years 2. A data supply chain that delivers ‘fit-for-purpose’ records as early as possible  • Records meet SUPC, NAG and NISO standards • Existing records sent immediately, upgraded records within 2 working days • Records created ahead of publication for core titles
  • 16. BDS – Your metadata partner Plan M 3. Streamline workflows for libraries and suppliers  • Suppliers no longer need to catalogue titles • Works seamlessly with existing shelf ready setups • Option for completely automated workflow • Facilitates direct delivery 4. Reduce duplication of effort across the community  • BDS takes responsibility for the creation, curation and supply of records • A single record is created and used multiple times • Licence allows records to be reused, shared & added to union catalogues and knowledgebases
  • 17. BDS – Your metadata partner Plan M 5. Cut down the number of places from which libraries source their records  • Records come from one source, BDS • No need to spend time searching for records 6. An infrastructure that allows easy acquisition & re-sharing of quality records  • Automated workflow for the hands-off requesting & ingesting of records • Licence allows records to be reused, shared & added to union catalogues and knowledgebases
  • 18. BDS – Your metadata partner Plan M 7. The metadata associated with ‘routine acquisition’ is regarded as a solved issue  • SUPC, NAG & NISO compliant records for English language, print, ebooks and open access titles • No need to spend time searching for records • Free up expert resources to focus on Special Collections, Research Metadata, Reading Lists etc
  • 19. BDS – Your metadata partner Andrew Knight, Acquisitions and Content Services Manager “The issue of poor or variable quality bibliographic metadata has been ongoing in the sector for a number of years, we see the BDS Academic Library Licence as a way of consolidating our supply, ensuring predictable costs, and guaranteeing a level of consistency."