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Diversity and inclusion:
can metadata help discover diverse voices?
Chris Saynor
EDItEUR
Tech Forum, Toronto, March 20th 2019
About me
• joined EDItEUR as standards editor in November 2016, working on
ONIX, Thema, EDItX
• prior to EDItEUR, worked for the ONIX solutions provider
GiantChair–OnixSuite in Paris
• active member of the CLIL commission in France and the French
Thema group, and part of BISG Metadata Committee
• prior to that worked as a bookseller in Paris and in the UK
About EDItEUR
• a not-for-profit membership organisation
• develops, supports and promotes metadata and identification
standards for the global book, e-book and serials supply chains
• acknowledged centre of expertise on standards and metadata for the
industry
• based in London, but a global membership of publishers,
distributors, wholesalers, retailers, subscription agents, libraries,
system vendors, rights organizations and trade associations
About EDItEUR
• also provides management services to ISNI International Agency and
International DOI Foundation
• Executive Director of International ISNI Agency is member of EDItEUR
staff
• EDItEUR has two full-time staff, 1.6 FTE part-time staff, plus access
to world-class consultants in both book and serials sectors
• we work closely with other standards bodies, to ensure our standards
meet the needs of their stakeholders too
• member participation is vital, to ensure that standards keep pace with
evolving business requirements
EDItEUR family of standards
• ONIX – descriptive metadata
• ONIX for Books
• ONIX for Subscription Products (Serials)
• other ONIX-branded message standards
• Thema – subject classification
• EDItX – transactional messages
• EDItX Inventory and Sales Reporting, EDItX Stock enquiries, Trade orders,
Invoices etc
• older EDIFACT and ICEDIS EDI messaging
It can feel like diverse voices are given
only the slimmest chance of being heard
– they’re not easily discovered.

How can metadata help?
“ if only there was an easy way

for publishers to send us

this information ”
— a London children’s bookseller
Diversity and Inclusion
• “Diversity is the mix. Inclusion is making the mix work.”

— Andres Tapia
• “Diversity is being asked to the party. Inclusion is being asked to
dance.”

— Vernā Myers
“ the independent bookstore is by far

our best friend, and underused. It’s about
getting the book to the bookseller, putting it
on the staff recommended shelf ”
— Kima Jones of Jack Jones Literary Arts publicity company,

in an NPR interview titled ‘Diversity in book publishing isn’t just

about writers—marketing matters, too’
https://www.npr.org/sections/codeswitch/2016/08/09/483875698/diversity-in-book-publishing
http://www.willesdenbookshop.co.uk/
“ our choice of books includes many unusual and

imported titles, and has developed from our

long association with northwest London – one of the

most ethnically diverse areas of the city – and we strive

to provide books which reflect and celebrate the

rich cultures and languages of this community ”
— The Willesden Bookshop
It’s about giving booksellers, librarians,
educators, readers enough information

so they can make an informed choice
Why is metadata so vital?
• commercial value arises from ‘discoverability’
• making sure the potential reader can discover your book, and can decide
whether this is the right book they are looking for
• known-item search
• title, author, subject
• unknown item search
• subject categorisation (controlled vocabulary)
• keywords (uncontrolled vocabulary)
• descriptive text (eg table of contents, blurb)
not just
discovery –
conversion is
critical
What metadata?
• subject codes – Thema
• edition type – large print, Braille, bilingual, high-readability
• contributors (and associated places)
• language (especially original language of translated works)
• accessibility metadata (ONIX list 196) – is the format ‘born
accessible’? Are you excluding print-impaired readers?
• related products – what other formats exist? Is there an audio?
• supply information – can I order this title in my country? From which
supplier?
Subject categorisation
• subject classification of books, audio books and e-books is one of the
keys to improved merchandising, discoverability, sales and market
intelligence
• informs purchasing
• a key access point for search and discovery (alongside title and author)
• aims to increase sales by highlighting books most appropriate to what a
customer seeks
Thema is the subject category scheme

for a global book trade
https://ns.editeur.org/thema/
JBFA – Social discrimination & equal
treatment
JBFB – Social integration & assimilation
KJMV22 – Diversity, inclusivity in the
workplace
VSPM – Assertiveness, motivation, self-
esteem & positive mental attitude
JBSF1 – Gender studies: women & girls
VSC – Advice on careers and achieving
success
DNC – Memoirs
AK – Industrial / commercial art &
design
JBFM– Disability: social aspects
YXA – Children’s / Teenage personal &
social topics: body & health
YXP – Children’s / Teenage personal &
social topics: diversity / inclusivity
5AG – Interest age: from c 6 years
YBCS – Picture storybooks
YNRP – Children’s / Teenage general
interest: Islam
YNMF – Children’s / Teenage general
interest: Girls & women
5AD – Interest age: from c 4 years
YBCS – Picture storybooks
YXHP – Children’s / Teenage personal &
social topics: friends & friendship issue
YNRJ – Children’s / Teenage general interest:
Judaism
YNRP – Children’s / Teenage general
interest: Islam
5AD – Interest age: from c 4 years
5HPK – Ramadan
5HPW – Rosh Hashanah
YFS – Children’s / Teenage fiction: School
stories
YXZM – Children’s / Teenage personal &
social issues: Migration & refugees
YXHB – Children’s / Teenage personal &
social topics: friends & friendship issues
YXP – Children’s / Teenage personal &
social issues: Diversity & inclusivity
1DDU-GB-ESL – London, Greater London
5AH – Interest age: from c 7 years
YFS – Children’s / Teenage fiction: School
stories
YXHB – Children’s / Teenage personal &
social topics: friends & friendship issues
YXK – Children’s / Teenage personal &
social topics: disability & special needs
5AQ – Interest age: from c 14 years
YFM – Children’s / Teenage fiction:
Romance, love & relationships stories
YXLD – Children’s / Teenage personal &
social topics: mental health
YXHB – Children’s / Teenage personal &
social topics: friends & friendship issues
YNC – Children’s / Teenage general interest:
Music
5AQ – Interest age: from c 14 years
5LF – Relating to adolescence / teenage years
5PGP – Relating to Islamic people & groups
5PT – Relating to transgender people
YFM – Children’s / Teenage fiction:
Romance, love & relationships stories
YXB – Children’s / Teenage personal &
social issues: LGBT
YXG – Children’s / Teenage personal &
social issues: death & bereavement
YXHB – Children’s / Teenage personal &
social topics: friends & friendship issues
5AQ – Interest age: from c 14 years
5PS – Relating to gay, lesbian & bisexual
people
5PB-US-C – Relating to Latin / Hispanic
American people
FBA – Modern & contemporary fiction
FXS – Narrative theme: Social issues
FYT – Fiction in translation
JBFC – Poverty & precarity
JBFK – Violence & abuse in society
1DDF-FR-S – Picardy
3MPQZ – c 1990 to c 1999
3MRBA – c 2000 to c 2009
5PSG – Relating to Gay people
FLG – Science fiction: time travel
FXS – Narrative theme: Social issues
JBFA – Social discrimination & equal treatment
NHTS – Slavery & abolition of slavery
1KBB-US-WPCA – Los Angeles
1KBB-US-SEM – Maryland
3MNBF – c 1810 to c 1819
3MRPQV – c 1970 to c 1979
5PB-US-C – Relating to African American
people
FBA – Modern & contemporary fiction
FXR – Narrative theme: Sense of place
1MBF-AU-Q – Queensland
5PB-AU-A – Relating to Australian
Aboriginal & Torres Strait Islanders
YBCS – Picture storybooks
YNMC – Children’s / Teenage
general interest: Countries, cultures
& national identity
1KJWJ – Jamaica
<EditionType>BLL</EditionType> <!-- Bilingual -->
<Language>
<LanguageRole>01</LanguageRole>
<LanguageCode>eng</LanguageCode> <!-- English -->
</Language>
<Language>
<LanguageRole>01</LanguageRole> <!-- Somali -->
<LanguageCode>som</LanguageCode>
</Language>
YBCS – Picture storybooks
YNM – Children’s / Teenage general
interest: Places & people’s
1A – World
5AF – Interest age: from c 5 years
Sample of ONIX
<Language>
<LanguageRole>01</LanguageRole>
<LanguageCode>eng</LanguageCode> <!-- Language of text -->
</Language>
<Language>
<LanguageRole>02</LanguageRole> <!-- Original language -->
<LanguageCode>fre</LanguageCode>
</Language>
FBA – Modern and contemporary fiction
1HFMW-ZW-A – Harare
<Contributor>
<ContributorRole>A01</ContributorRole>
<PersonNameInverted>Huchu,
Tendai</PersonNameInverted>
<ContributorPlace>
<!-- Citizen of -->
<ContributorPlaceRelator>08<ContributorPlaceRelator>
<!-- Zimbabwe -->
<CountryCode>ZW<CountryCode>
</ContributorPlace>
</Contributor>
FBC – Classic fiction
FYT – Fiction in translation
NHTQ – Colonialism & imperialism
1HBL – Libya
1HFGE – Eritrea
Sample of ONIX
<Contributor>
<ContributorRole>A01</ContributorRole>
<PersonNameInverted>Hailu, Gebreyesus</PersonNameInverted>
<ContributorPlace>
<ContributorPlaceRelator>01<ContributorPlaceRelator>
<CountryCode>ER<CountryCode> <!-- Eritrea -->
</ContributorPlace>
</Contributor>
<Language>
<LanguageRole>01</LanguageRole>
<LanguageCode>eng</LanguageCode>
</Language>
<Language>
<LanguageRole>02</LanguageRole>
<LanguageCode>tir</LanguageCode> <!-- Tigrinya -->
</Language>
FBA – Modern & contemporary fiction
FYB – Short stories
<Prize>
<PrizeName>OCM Bocas Prize for

Caribbean Literature</PrizeName>
<PrizeYear>2016</PrizeYear>
<PrizeCode>01</PrizeCode> <!-- Winner -->
</Prize>
Stonewall Book Award
Arab American Book Award
Children’s Africana Book Awards New Voices Award
The Tomás Rivera Mexican American Children’s Book Award
Caine Prize for African Writing
Schneider Family Book Award
International Prize for Arabic Fiction
OCM Bocas Prize for Caribbean Literature
John Llewellyn Rhys Prize
European Union Prize for Literature
SI Leeds Literary Prize
9mobile Prize for Literature
Pura Belpré Award
Coretta Scott King Award
Lambda Literary Award
Ferro-Grumley Award
Blue Metropolis Violet Prize
Dayne Ogilvie Prize
EBRD Literature Prize
Sample of ONIX
<AudienceRange>
<AudienceRangeQualifier>17</AudienceRangeQualifier> <!-- Interest Age -->
<AudienceRangePrecision>03</AudienceRangePrecision>
<AudienceRangeValue>12</AudienceRangeValue>
<AudienceRangePrecision>04</AudienceRangePrecision>
<AudienceRangeValue>16</AudienceRangeValue>
</AudienceRange>
<AudienceRange>
<AudienceRangeQualifier>18</AudienceRangeQualifier><!-- Reading Age -->
<AudienceRangePrecision>01</AudienceRangePrecision>
<AudienceRangeValue>8</AudienceRangeValue>
</AudienceRange>
YFR – Children’s / Teenage fiction: Sporting stories
YNWD1 – Children’s / Teenage general interest: Ball games &
sports: Association football (Soccer)
5AR – For reluctant or struggling readers (children / teenagers)
5AN – Interest age: from c 12 years
<EditionType>BRL</EditionType> <!-- Braille -->
YBLC – Early years: numbers & counting
5AC – Interest age: from c 3 years
Sample of ONIX
<EditionType>LTE</EditionType> <!-- Large Print Edition —>
FBA – Modern & contemporary fiction
FQ – Contemporary lifestyle fiction
FYT– Fiction in translation
VFJB6 – Coping with Alzheimer’s &
dementia
WTM – Places & peoples: general &
pictorial works
5AZ – For people with learning /
communication difficulties
Sample of ONIX
<ProductFormFeature>
<ProductFormFeatureType>09</ProductFormFeatureType>
<ProductFormFeatureValue>10</ProductFormFeatureValue>
</ProductFormFeature>
<ProductFormFeature>
<ProductFormFeatureType>09</ProductFormFeatureType>
<ProductFormFeatureValue>01</ProductFormFeatureValue>
</ProductFormFeature>
<ProductFormFeature>
<ProductFormFeatureType>09</ProductFormFeatureType>
<ProductFormFeatureValue>14</ProductFormFeatureValue>
</ProductFormFeature>
chris@editeur.org
www.editeur.org

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Inclusivity, Diversity, and Harmonizing the Metadata Supply Chain: Standards at EDItEUR - Chris Saynor (EDItEUR) - Tech Forum 2019

  • 1. Diversity and inclusion: can metadata help discover diverse voices? Chris Saynor EDItEUR Tech Forum, Toronto, March 20th 2019
  • 2. About me • joined EDItEUR as standards editor in November 2016, working on ONIX, Thema, EDItX • prior to EDItEUR, worked for the ONIX solutions provider GiantChair–OnixSuite in Paris • active member of the CLIL commission in France and the French Thema group, and part of BISG Metadata Committee • prior to that worked as a bookseller in Paris and in the UK
  • 3. About EDItEUR • a not-for-profit membership organisation • develops, supports and promotes metadata and identification standards for the global book, e-book and serials supply chains • acknowledged centre of expertise on standards and metadata for the industry • based in London, but a global membership of publishers, distributors, wholesalers, retailers, subscription agents, libraries, system vendors, rights organizations and trade associations
  • 4. About EDItEUR • also provides management services to ISNI International Agency and International DOI Foundation • Executive Director of International ISNI Agency is member of EDItEUR staff • EDItEUR has two full-time staff, 1.6 FTE part-time staff, plus access to world-class consultants in both book and serials sectors • we work closely with other standards bodies, to ensure our standards meet the needs of their stakeholders too • member participation is vital, to ensure that standards keep pace with evolving business requirements
  • 5. EDItEUR family of standards • ONIX – descriptive metadata • ONIX for Books • ONIX for Subscription Products (Serials) • other ONIX-branded message standards • Thema – subject classification • EDItX – transactional messages • EDItX Inventory and Sales Reporting, EDItX Stock enquiries, Trade orders, Invoices etc • older EDIFACT and ICEDIS EDI messaging
  • 6. It can feel like diverse voices are given only the slimmest chance of being heard – they’re not easily discovered.
 How can metadata help?
  • 7. “ if only there was an easy way
 for publishers to send us
 this information ” — a London children’s bookseller
  • 8. Diversity and Inclusion • “Diversity is the mix. Inclusion is making the mix work.”
 — Andres Tapia • “Diversity is being asked to the party. Inclusion is being asked to dance.”
 — Vernā Myers
  • 9. “ the independent bookstore is by far
 our best friend, and underused. It’s about getting the book to the bookseller, putting it on the staff recommended shelf ” — Kima Jones of Jack Jones Literary Arts publicity company,
 in an NPR interview titled ‘Diversity in book publishing isn’t just
 about writers—marketing matters, too’ https://www.npr.org/sections/codeswitch/2016/08/09/483875698/diversity-in-book-publishing
  • 10. http://www.willesdenbookshop.co.uk/ “ our choice of books includes many unusual and
 imported titles, and has developed from our
 long association with northwest London – one of the
 most ethnically diverse areas of the city – and we strive
 to provide books which reflect and celebrate the
 rich cultures and languages of this community ” — The Willesden Bookshop
  • 11. It’s about giving booksellers, librarians, educators, readers enough information
 so they can make an informed choice
  • 12. Why is metadata so vital? • commercial value arises from ‘discoverability’ • making sure the potential reader can discover your book, and can decide whether this is the right book they are looking for • known-item search • title, author, subject • unknown item search • subject categorisation (controlled vocabulary) • keywords (uncontrolled vocabulary) • descriptive text (eg table of contents, blurb) not just discovery – conversion is critical
  • 13. What metadata? • subject codes – Thema • edition type – large print, Braille, bilingual, high-readability • contributors (and associated places) • language (especially original language of translated works) • accessibility metadata (ONIX list 196) – is the format ‘born accessible’? Are you excluding print-impaired readers? • related products – what other formats exist? Is there an audio? • supply information – can I order this title in my country? From which supplier?
  • 14. Subject categorisation • subject classification of books, audio books and e-books is one of the keys to improved merchandising, discoverability, sales and market intelligence • informs purchasing • a key access point for search and discovery (alongside title and author) • aims to increase sales by highlighting books most appropriate to what a customer seeks
  • 15. Thema is the subject category scheme
 for a global book trade https://ns.editeur.org/thema/
  • 16. JBFA – Social discrimination & equal treatment JBFB – Social integration & assimilation KJMV22 – Diversity, inclusivity in the workplace
  • 17. VSPM – Assertiveness, motivation, self- esteem & positive mental attitude JBSF1 – Gender studies: women & girls VSC – Advice on careers and achieving success DNC – Memoirs
  • 18. AK – Industrial / commercial art & design JBFM– Disability: social aspects
  • 19. YXA – Children’s / Teenage personal & social topics: body & health YXP – Children’s / Teenage personal & social topics: diversity / inclusivity 5AG – Interest age: from c 6 years
  • 20. YBCS – Picture storybooks YNRP – Children’s / Teenage general interest: Islam YNMF – Children’s / Teenage general interest: Girls & women 5AD – Interest age: from c 4 years
  • 21. YBCS – Picture storybooks YXHP – Children’s / Teenage personal & social topics: friends & friendship issue YNRJ – Children’s / Teenage general interest: Judaism YNRP – Children’s / Teenage general interest: Islam 5AD – Interest age: from c 4 years 5HPK – Ramadan 5HPW – Rosh Hashanah
  • 22. YFS – Children’s / Teenage fiction: School stories YXZM – Children’s / Teenage personal & social issues: Migration & refugees YXHB – Children’s / Teenage personal & social topics: friends & friendship issues YXP – Children’s / Teenage personal & social issues: Diversity & inclusivity 1DDU-GB-ESL – London, Greater London 5AH – Interest age: from c 7 years
  • 23. YFS – Children’s / Teenage fiction: School stories YXHB – Children’s / Teenage personal & social topics: friends & friendship issues YXK – Children’s / Teenage personal & social topics: disability & special needs 5AQ – Interest age: from c 14 years
  • 24. YFM – Children’s / Teenage fiction: Romance, love & relationships stories YXLD – Children’s / Teenage personal & social topics: mental health YXHB – Children’s / Teenage personal & social topics: friends & friendship issues YNC – Children’s / Teenage general interest: Music 5AQ – Interest age: from c 14 years 5LF – Relating to adolescence / teenage years 5PGP – Relating to Islamic people & groups 5PT – Relating to transgender people
  • 25. YFM – Children’s / Teenage fiction: Romance, love & relationships stories YXB – Children’s / Teenage personal & social issues: LGBT YXG – Children’s / Teenage personal & social issues: death & bereavement YXHB – Children’s / Teenage personal & social topics: friends & friendship issues 5AQ – Interest age: from c 14 years 5PS – Relating to gay, lesbian & bisexual people 5PB-US-C – Relating to Latin / Hispanic American people
  • 26. FBA – Modern & contemporary fiction FXS – Narrative theme: Social issues FYT – Fiction in translation JBFC – Poverty & precarity JBFK – Violence & abuse in society 1DDF-FR-S – Picardy 3MPQZ – c 1990 to c 1999 3MRBA – c 2000 to c 2009 5PSG – Relating to Gay people
  • 27. FLG – Science fiction: time travel FXS – Narrative theme: Social issues JBFA – Social discrimination & equal treatment NHTS – Slavery & abolition of slavery 1KBB-US-WPCA – Los Angeles 1KBB-US-SEM – Maryland 3MNBF – c 1810 to c 1819 3MRPQV – c 1970 to c 1979 5PB-US-C – Relating to African American people
  • 28. FBA – Modern & contemporary fiction FXR – Narrative theme: Sense of place 1MBF-AU-Q – Queensland 5PB-AU-A – Relating to Australian Aboriginal & Torres Strait Islanders
  • 29. YBCS – Picture storybooks YNMC – Children’s / Teenage general interest: Countries, cultures & national identity 1KJWJ – Jamaica <EditionType>BLL</EditionType> <!-- Bilingual --> <Language> <LanguageRole>01</LanguageRole> <LanguageCode>eng</LanguageCode> <!-- English --> </Language> <Language> <LanguageRole>01</LanguageRole> <!-- Somali --> <LanguageCode>som</LanguageCode> </Language>
  • 30. YBCS – Picture storybooks YNM – Children’s / Teenage general interest: Places & people’s 1A – World 5AF – Interest age: from c 5 years Sample of ONIX <Language> <LanguageRole>01</LanguageRole> <LanguageCode>eng</LanguageCode> <!-- Language of text --> </Language> <Language> <LanguageRole>02</LanguageRole> <!-- Original language --> <LanguageCode>fre</LanguageCode> </Language>
  • 31. FBA – Modern and contemporary fiction 1HFMW-ZW-A – Harare <Contributor> <ContributorRole>A01</ContributorRole> <PersonNameInverted>Huchu, Tendai</PersonNameInverted> <ContributorPlace> <!-- Citizen of --> <ContributorPlaceRelator>08<ContributorPlaceRelator> <!-- Zimbabwe --> <CountryCode>ZW<CountryCode> </ContributorPlace> </Contributor>
  • 32. FBC – Classic fiction FYT – Fiction in translation NHTQ – Colonialism & imperialism 1HBL – Libya 1HFGE – Eritrea Sample of ONIX <Contributor> <ContributorRole>A01</ContributorRole> <PersonNameInverted>Hailu, Gebreyesus</PersonNameInverted> <ContributorPlace> <ContributorPlaceRelator>01<ContributorPlaceRelator> <CountryCode>ER<CountryCode> <!-- Eritrea --> </ContributorPlace> </Contributor> <Language> <LanguageRole>01</LanguageRole> <LanguageCode>eng</LanguageCode> </Language> <Language> <LanguageRole>02</LanguageRole> <LanguageCode>tir</LanguageCode> <!-- Tigrinya --> </Language>
  • 33. FBA – Modern & contemporary fiction FYB – Short stories <Prize> <PrizeName>OCM Bocas Prize for
 Caribbean Literature</PrizeName> <PrizeYear>2016</PrizeYear> <PrizeCode>01</PrizeCode> <!-- Winner --> </Prize>
  • 34. Stonewall Book Award Arab American Book Award Children’s Africana Book Awards New Voices Award The Tomás Rivera Mexican American Children’s Book Award Caine Prize for African Writing Schneider Family Book Award International Prize for Arabic Fiction OCM Bocas Prize for Caribbean Literature John Llewellyn Rhys Prize European Union Prize for Literature SI Leeds Literary Prize 9mobile Prize for Literature Pura Belpré Award Coretta Scott King Award Lambda Literary Award Ferro-Grumley Award Blue Metropolis Violet Prize Dayne Ogilvie Prize EBRD Literature Prize
  • 35. Sample of ONIX <AudienceRange> <AudienceRangeQualifier>17</AudienceRangeQualifier> <!-- Interest Age --> <AudienceRangePrecision>03</AudienceRangePrecision> <AudienceRangeValue>12</AudienceRangeValue> <AudienceRangePrecision>04</AudienceRangePrecision> <AudienceRangeValue>16</AudienceRangeValue> </AudienceRange> <AudienceRange> <AudienceRangeQualifier>18</AudienceRangeQualifier><!-- Reading Age --> <AudienceRangePrecision>01</AudienceRangePrecision> <AudienceRangeValue>8</AudienceRangeValue> </AudienceRange> YFR – Children’s / Teenage fiction: Sporting stories YNWD1 – Children’s / Teenage general interest: Ball games & sports: Association football (Soccer) 5AR – For reluctant or struggling readers (children / teenagers) 5AN – Interest age: from c 12 years
  • 36. <EditionType>BRL</EditionType> <!-- Braille --> YBLC – Early years: numbers & counting 5AC – Interest age: from c 3 years
  • 37. Sample of ONIX <EditionType>LTE</EditionType> <!-- Large Print Edition —> FBA – Modern & contemporary fiction FQ – Contemporary lifestyle fiction FYT– Fiction in translation
  • 38. VFJB6 – Coping with Alzheimer’s & dementia WTM – Places & peoples: general & pictorial works 5AZ – For people with learning / communication difficulties
  • 40.