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Special topics workshop series: Application Profiles August 12, 20191
Application profiles
Gordon Dunsire, RDA Technical Team Liaison Officer
Special topics workshop series: Application Profiles August 12, 20192
Learning objectives
1. Understanding of the general purpose, components,
and utility of an application profile.
2. Practical knowledge of methods for implementing
and using an application profile with RDA Toolkit.
3. Appreciation of issues in the development and
management of RDA application profiles for
institutions and communities
Special topics workshop series: Application Profiles August 12, 20193
Overview
1. Choice in RDA Toolkit.
2. Application profile characteristics.
3. Documentation, management, development
Special topics workshop series: Application Profiles
…
…
August 12, 20194
Choice in original RDA:
Access point components
Special topics workshop series: Application Profiles August 12, 20195
Choice in original RDA:
Recording methods
Special topics workshop series: Application Profiles
…
August 12, 20196
Choice in original RDA:
Relationship granularity
Special topics workshop series: Application Profiles August 12, 20197
Choice in original RDA:
Embedded options
Special topics workshop series: Application Profiles August 12, 20198
Choice in original RDA:
Explicit options
Special topics workshop series: Application Profiles August 12, 20199
Choice in original RDA:
Alternative instructions
Special topics workshop series: Application Profiles August 12, 201910
Drivers of choice
International governance structure
RDA Board strategic markets:
• International communities
• Cultural heritage communities
• Linked data communities
2011:
DNB joins RDA
governance
structure
2019:
3R says (nearly)
every instruction
is an alternative
(optional)
Special topics workshop series: Application Profiles August 12, 201911
Choice in new Toolkit
Several levels of modularization
Entities
Elements
Recording methods
Optional instructions
Judgement
Specification
Context
Special topics workshop series: Application Profiles August 12, 201912
Choice and consistency
RDA entities and elements are consistent with the IFLA Library
Reference Model, with coherent semantics
Local values of an element vary naturally (e.g. source),
culturally (e.g. language, naming conventions), by
policy (e.g. audience), etc.
There is no one-size-fits-all
Assured levels of global interoperability of RDA metadata
Element hierarchies, reciprocals, equal prominence
Global things described with local strings
Special topics workshop series: Application Profiles August 12, 201913
Pause
Questions?
Special topics workshop series: Application Profiles August 12, 201914
Application profile
And more!
Originally developed by Dublin Core Metadata Initiative
Special topics workshop series: Application Profiles January 24, 201915
Front-end to RDA Toolkit
What elements, etc. to use
Data input form
e.g. ALA preconference workshop, RIMMF
Data validation
Metadata conformance, quality control, etc.
Data extraction
What to select from external metadata sources
Utility of profile
Special topics workshop series: Application Profiles August 12, 201916
Profile characteristics
An application profile typically specifies:
• The elements to be recorded as a metadata
description set for an entity
• The mandatory and repeatability status of each
element
• The vocabulary encoding scheme to be used as a
source of data for an element
• The string encoding scheme to be used to assemble
the data for an element
Special topics workshop series: Application Profiles August 12, 201917
RDA application profile
Selects only RDA elements
Additional parameters that are unique to RDA:
• Links to RDA instructions at multiple levels
• The recording method to be used for an element,
where a choice is available
• The optional instruction to be applied to an
element
• The policy statement to be applied to an element
Special topics workshop series: Application Profiles August 12, 201918
Specifying an RDA element
An RDA element is referenced by its Toolkit
label, Registry label, identifier, or IRI
Each is unique
Reference
RDA Toolkit label content type
RDA Registry label has content type
Identifier (compact URI) rdae:P20001
IRI http://rdaregistry.info/Elements/e/P20001
Special topics workshop series: Application Profiles August 12, 201919
Specifying mandatory
status
Mandatory status of element is indicated
by the minimum number of occurrences
0 = optional
1 (or more) = mandatory
Element Minimum occurrence
content type 1
Special topics workshop series: Application Profiles August 12, 201920
Specifying repeatability
status
Repeatability status of element is indicated
by the maximum number of occurrences
unspecified = repeatable
1 = not repeatable
Element Maximum occurrence
content type 1
Special topics workshop series: Application Profiles August 12, 201921
VES
Provides:
Controlled values of attributes
Access points, identifiers, and IRIs of instances
of entities
Special topics workshop series: Application Profiles August 12, 201922
Specifying a VES
Element Vocabulary encoding scheme
content type RDA Content Type
Special topics workshop series: Application Profiles August 12, 201923
Specifying a non-RDA VES
Element Vocabulary encoding scheme
content type LC Content Types Scheme
Special topics workshop series: Application Profiles August 12, 201924
SES
Specifies:
Values that are included in a compound string
Elements
Fixed text
Sequence and punctuation
Special topics workshop series: Application Profiles August 12, 201925
SES example
Element String encoding scheme
content type RDA SES name/label?
Special topics workshop series: Application Profiles August 12, 201926
Link to element instructions
Element Link to instructions
content type https://beta.rdatoolkit.org/en-US_ala-
1a6a5219-2cd5-3762-87e8-6ee28e327b8b
Special topics workshop series: Application Profiles August 12, 201927
Recording method
Element Recording method
content type IRI
Special topics workshop series: Application Profiles August 12, 201928
Link to recording method
Element Link to recording method
content type https://beta.rdatoolkit.org/en-US_ala-
1a6a5219-2cd5-3762-87e8-
6ee28e327b8b/21909860-842e-4203-9b3b-
3a0ad496bcab
Special topics workshop series: Application Profiles August 12, 201929
Link to optional instruction
Element Link to option
content type https://beta.rdatoolkit.org/en-US_ala-
1a6a5219-2cd5-3762-87e8-
6ee28e327b8b/div_lvw_mkr_p2b
Special topics workshop series: Application Profiles August 12, 201930
Pause
Questions?
Special topics workshop series: Application Profiles August 12, 201931
Profile documentation
Profile may be documented in various formats
From Narrative (unstructured):
“Record at least one content type taken from
the RDA Content Type vocabulary.”
To Machine-readable: Several linked data
vocabularies available
Special topics workshop series: Application Profiles August 12, 201932
Toolkit notes
Simple, unstructured, personal application profile
Special topics workshop series: Application Profiles August 12, 201933
Policy statements
Institutional/international profile
Special topics workshop series: Application Profiles August 12, 201934
Tabular layout
Element pA pB pC pD pE pF pG Application notes
Element 1
Element 2
Element 3
…
Each row specifies a separate element
Each column specifies a profile parameter for
the element
Spreadsheet, word-processor, database
Special topics workshop series: Application Profiles August 12, 201935
Application categories
Resource type
Audio-visual; Rare materials; Manuscripts; etc.
Sector
Public; Academic; School; etc.
Community
Geographic; Cultural; Language; etc.
Special topics workshop series: Application Profiles January 24, 201936
Coherent description: “primary” relationship elements
Minimum description: appellation elements
Effective description:
general and specialized elements
Layered/nested profile
Special topics workshop series: Application Profiles August 12, 201937
Special topics workshop series: Application Profiles August 12, 201938
Special topics workshop series: Application Profiles August 12, 201939
RSC Application Profiles
Working Group
Task-and-finish group; start in Fall 2019?
• Profile architectures (nested, combined, etc.)
• Profile management
• Guidance and documentation
• Technical issues in liaison with RSC Technical
Working Group
• Encoding formats
Special topics workshop series: Application Profiles August 12, 201940
Thank you!
Questions?

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Special Topics: Application Profiles

  • 1. Special topics workshop series: Application Profiles August 12, 20191 Application profiles Gordon Dunsire, RDA Technical Team Liaison Officer
  • 2. Special topics workshop series: Application Profiles August 12, 20192 Learning objectives 1. Understanding of the general purpose, components, and utility of an application profile. 2. Practical knowledge of methods for implementing and using an application profile with RDA Toolkit. 3. Appreciation of issues in the development and management of RDA application profiles for institutions and communities
  • 3. Special topics workshop series: Application Profiles August 12, 20193 Overview 1. Choice in RDA Toolkit. 2. Application profile characteristics. 3. Documentation, management, development
  • 4. Special topics workshop series: Application Profiles … … August 12, 20194 Choice in original RDA: Access point components
  • 5. Special topics workshop series: Application Profiles August 12, 20195 Choice in original RDA: Recording methods
  • 6. Special topics workshop series: Application Profiles … August 12, 20196 Choice in original RDA: Relationship granularity
  • 7. Special topics workshop series: Application Profiles August 12, 20197 Choice in original RDA: Embedded options
  • 8. Special topics workshop series: Application Profiles August 12, 20198 Choice in original RDA: Explicit options
  • 9. Special topics workshop series: Application Profiles August 12, 20199 Choice in original RDA: Alternative instructions
  • 10. Special topics workshop series: Application Profiles August 12, 201910 Drivers of choice International governance structure RDA Board strategic markets: • International communities • Cultural heritage communities • Linked data communities 2011: DNB joins RDA governance structure 2019: 3R says (nearly) every instruction is an alternative (optional)
  • 11. Special topics workshop series: Application Profiles August 12, 201911 Choice in new Toolkit Several levels of modularization Entities Elements Recording methods Optional instructions Judgement Specification Context
  • 12. Special topics workshop series: Application Profiles August 12, 201912 Choice and consistency RDA entities and elements are consistent with the IFLA Library Reference Model, with coherent semantics Local values of an element vary naturally (e.g. source), culturally (e.g. language, naming conventions), by policy (e.g. audience), etc. There is no one-size-fits-all Assured levels of global interoperability of RDA metadata Element hierarchies, reciprocals, equal prominence Global things described with local strings
  • 13. Special topics workshop series: Application Profiles August 12, 201913 Pause Questions?
  • 14. Special topics workshop series: Application Profiles August 12, 201914 Application profile And more! Originally developed by Dublin Core Metadata Initiative
  • 15. Special topics workshop series: Application Profiles January 24, 201915 Front-end to RDA Toolkit What elements, etc. to use Data input form e.g. ALA preconference workshop, RIMMF Data validation Metadata conformance, quality control, etc. Data extraction What to select from external metadata sources Utility of profile
  • 16. Special topics workshop series: Application Profiles August 12, 201916 Profile characteristics An application profile typically specifies: • The elements to be recorded as a metadata description set for an entity • The mandatory and repeatability status of each element • The vocabulary encoding scheme to be used as a source of data for an element • The string encoding scheme to be used to assemble the data for an element
  • 17. Special topics workshop series: Application Profiles August 12, 201917 RDA application profile Selects only RDA elements Additional parameters that are unique to RDA: • Links to RDA instructions at multiple levels • The recording method to be used for an element, where a choice is available • The optional instruction to be applied to an element • The policy statement to be applied to an element
  • 18. Special topics workshop series: Application Profiles August 12, 201918 Specifying an RDA element An RDA element is referenced by its Toolkit label, Registry label, identifier, or IRI Each is unique Reference RDA Toolkit label content type RDA Registry label has content type Identifier (compact URI) rdae:P20001 IRI http://rdaregistry.info/Elements/e/P20001
  • 19. Special topics workshop series: Application Profiles August 12, 201919 Specifying mandatory status Mandatory status of element is indicated by the minimum number of occurrences 0 = optional 1 (or more) = mandatory Element Minimum occurrence content type 1
  • 20. Special topics workshop series: Application Profiles August 12, 201920 Specifying repeatability status Repeatability status of element is indicated by the maximum number of occurrences unspecified = repeatable 1 = not repeatable Element Maximum occurrence content type 1
  • 21. Special topics workshop series: Application Profiles August 12, 201921 VES Provides: Controlled values of attributes Access points, identifiers, and IRIs of instances of entities
  • 22. Special topics workshop series: Application Profiles August 12, 201922 Specifying a VES Element Vocabulary encoding scheme content type RDA Content Type
  • 23. Special topics workshop series: Application Profiles August 12, 201923 Specifying a non-RDA VES Element Vocabulary encoding scheme content type LC Content Types Scheme
  • 24. Special topics workshop series: Application Profiles August 12, 201924 SES Specifies: Values that are included in a compound string Elements Fixed text Sequence and punctuation
  • 25. Special topics workshop series: Application Profiles August 12, 201925 SES example Element String encoding scheme content type RDA SES name/label?
  • 26. Special topics workshop series: Application Profiles August 12, 201926 Link to element instructions Element Link to instructions content type https://beta.rdatoolkit.org/en-US_ala- 1a6a5219-2cd5-3762-87e8-6ee28e327b8b
  • 27. Special topics workshop series: Application Profiles August 12, 201927 Recording method Element Recording method content type IRI
  • 28. Special topics workshop series: Application Profiles August 12, 201928 Link to recording method Element Link to recording method content type https://beta.rdatoolkit.org/en-US_ala- 1a6a5219-2cd5-3762-87e8- 6ee28e327b8b/21909860-842e-4203-9b3b- 3a0ad496bcab
  • 29. Special topics workshop series: Application Profiles August 12, 201929 Link to optional instruction Element Link to option content type https://beta.rdatoolkit.org/en-US_ala- 1a6a5219-2cd5-3762-87e8- 6ee28e327b8b/div_lvw_mkr_p2b
  • 30. Special topics workshop series: Application Profiles August 12, 201930 Pause Questions?
  • 31. Special topics workshop series: Application Profiles August 12, 201931 Profile documentation Profile may be documented in various formats From Narrative (unstructured): “Record at least one content type taken from the RDA Content Type vocabulary.” To Machine-readable: Several linked data vocabularies available
  • 32. Special topics workshop series: Application Profiles August 12, 201932 Toolkit notes Simple, unstructured, personal application profile
  • 33. Special topics workshop series: Application Profiles August 12, 201933 Policy statements Institutional/international profile
  • 34. Special topics workshop series: Application Profiles August 12, 201934 Tabular layout Element pA pB pC pD pE pF pG Application notes Element 1 Element 2 Element 3 … Each row specifies a separate element Each column specifies a profile parameter for the element Spreadsheet, word-processor, database
  • 35. Special topics workshop series: Application Profiles August 12, 201935 Application categories Resource type Audio-visual; Rare materials; Manuscripts; etc. Sector Public; Academic; School; etc. Community Geographic; Cultural; Language; etc.
  • 36. Special topics workshop series: Application Profiles January 24, 201936 Coherent description: “primary” relationship elements Minimum description: appellation elements Effective description: general and specialized elements Layered/nested profile
  • 37. Special topics workshop series: Application Profiles August 12, 201937
  • 38. Special topics workshop series: Application Profiles August 12, 201938
  • 39. Special topics workshop series: Application Profiles August 12, 201939 RSC Application Profiles Working Group Task-and-finish group; start in Fall 2019? • Profile architectures (nested, combined, etc.) • Profile management • Guidance and documentation • Technical issues in liaison with RSC Technical Working Group • Encoding formats
  • 40. Special topics workshop series: Application Profiles August 12, 201940 Thank you! Questions?