Manipulating Metadata
to Enhance Access
NISO Webinar
November 15, 2017
NIST Research Library
Katelynd Bucher – Metadata Librarian
Marilyn White – E-resources Librarian
Briget Wynne – ILL/Reference Librarian
Certain commercial equipment, instruments, or materials are identified in this presentation in order to specify the
experimental procedure adequately. Such identification is not intended to imply recommendation or endorsement
by the National Institute of Standards and Technology, nor is it intended to imply that the materials or equipment
identified are necessarily the best available for the purpose.
Agenda
• Background
– Hybrid environment
– ERMS to discovery layer
• Implementation
– Training and preparation
– Migrating content
– Fixing & enhancing metadata
• Lessons Learned
About NIST & the Research Library
• NIST's mission:
To promote U.S. innovation and industrial competitiveness by advancing
measurement science, standards, and technology in ways that enhance economic
security and improve our quality of life.
• Research Library:
• Small staff
• Specialized library environment
• Federal IT security rigors
Becoming a Hybrid Environment
• Multiple systems
–Sirsi-Dynix and ProQuest
• Adapting to the evolving technological landscape
–Moving from print to digital
–Selecting the ERMS
–Impacts on staff
–Impacts on users
From ERMS to Discovery Layer
• ERMS as e-resource management tool
– Pros & cons
• Multiple challenges
– Technical service workflows
– User experience
• Intota Library Platform Management System and
Summon Discovery Layer
The Discovery Layer Single Search
Discovery Layer
Online
catalog
ERMS
(holdings
information)
Journal
subscriptions
and
databases
Training Journey
Plan & document workflows Fix & Clean Up
Beginning Implementation
NIST Single Search: SUMMON and NIST Content
NIST Authors in
Proprietary
Journals
NIST’s
Research
Journal
NIST Technical
Publications
Photo
Collection
Metadata
source=
Proprietary
databases and
publisher sites
CrossRef CrossRef,
govinfo (Fdsys),
Sirsi, NIST
Editorial
Review System,
Google Scholar
NDA (NIST
Digital Archive)
Full text
source=
PMC,
proprietary
databases
PMC govinfo, NIST
publication
server
NDA
Proquest
options=
Summon
Index/PMC
Summon
Index/PMC
Summon
Index/Sirsi
Summon
Index/NDA
Our preferred
option=
Summon Index PMC &
Summon
Sirsi &
Summon
NDA &
Summon
Summon Content Type Mapping
NIST-Produced Content in the
Summon Knowledgebase
Metadata fixes and enhancements
• Optimizing display
• Ensuring consistency
• Enhancing searchability
Optimizing Display
Ensuring Consistency
Enhancing Searchability
Tools We Used
Lessons Learned
• Whether to evaluate metadata before
beginning implementation, or during the
implementation process?
• Murphy’s law applies
• Consistency, consistency, consistency
• Know when to cut your losses
• It’s an iterative process, not a one-time project

White Manipulating Metadata to Enhance Access

  • 1.
    Manipulating Metadata to EnhanceAccess NISO Webinar November 15, 2017 NIST Research Library Katelynd Bucher – Metadata Librarian Marilyn White – E-resources Librarian Briget Wynne – ILL/Reference Librarian
  • 2.
    Certain commercial equipment,instruments, or materials are identified in this presentation in order to specify the experimental procedure adequately. Such identification is not intended to imply recommendation or endorsement by the National Institute of Standards and Technology, nor is it intended to imply that the materials or equipment identified are necessarily the best available for the purpose.
  • 3.
    Agenda • Background – Hybridenvironment – ERMS to discovery layer • Implementation – Training and preparation – Migrating content – Fixing & enhancing metadata • Lessons Learned
  • 4.
    About NIST &the Research Library • NIST's mission: To promote U.S. innovation and industrial competitiveness by advancing measurement science, standards, and technology in ways that enhance economic security and improve our quality of life. • Research Library: • Small staff • Specialized library environment • Federal IT security rigors
  • 5.
    Becoming a HybridEnvironment • Multiple systems –Sirsi-Dynix and ProQuest • Adapting to the evolving technological landscape –Moving from print to digital –Selecting the ERMS –Impacts on staff –Impacts on users
  • 6.
    From ERMS toDiscovery Layer • ERMS as e-resource management tool – Pros & cons • Multiple challenges – Technical service workflows – User experience • Intota Library Platform Management System and Summon Discovery Layer
  • 7.
    The Discovery LayerSingle Search Discovery Layer Online catalog ERMS (holdings information) Journal subscriptions and databases
  • 8.
    Training Journey Plan &document workflows Fix & Clean Up Beginning Implementation
  • 9.
    NIST Single Search:SUMMON and NIST Content NIST Authors in Proprietary Journals NIST’s Research Journal NIST Technical Publications Photo Collection Metadata source= Proprietary databases and publisher sites CrossRef CrossRef, govinfo (Fdsys), Sirsi, NIST Editorial Review System, Google Scholar NDA (NIST Digital Archive) Full text source= PMC, proprietary databases PMC govinfo, NIST publication server NDA Proquest options= Summon Index/PMC Summon Index/PMC Summon Index/Sirsi Summon Index/NDA Our preferred option= Summon Index PMC & Summon Sirsi & Summon NDA & Summon
  • 10.
  • 11.
    NIST-Produced Content inthe Summon Knowledgebase
  • 12.
    Metadata fixes andenhancements • Optimizing display • Ensuring consistency • Enhancing searchability
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
    Lessons Learned • Whetherto evaluate metadata before beginning implementation, or during the implementation process? • Murphy’s law applies • Consistency, consistency, consistency • Know when to cut your losses • It’s an iterative process, not a one-time project