Metadata and Indicators for Open Access

Saturday, June 28, 2014 – 10:30-11:30am
Las Vegas Convention Center, N253

Vocabularies for Open Access
Ben Showers, Head of Scholarly and Library Futures, Brettenham House

Open Access (OA) is an essential part of the scholarly communications ecosystem: From government mandates for publicly funded research through to the increasing reliance on open web searches to find and access scholarly content for students and researchers. For institutions and funding bodies, being able to track these research outputs is increasingly important, for institutional reputation, research enhancement and ensuring compliance with funding mandates. For students, researchers and the general public, it is important they are able to tell whether an article is available to read immediately, and, increasingly, what they can do with that article or content. The Jisc funded Vocabularies for Open Access (V4OA) project has been working with a wide variety of stakeholders such as NISO (National Information Standards Organisation), Open Access Scholarly Publishers Association (OASPA), Society of College and National University Libraries (SCONUL) and United Kingdom Council of Research Repositories (UKCoRR) to try and achieve a consensus on key vocabularies related to OA. The intention is firstly that V4OA to be, or form part of a standard or recognised international best practice on the description of open access research outputs and secondly that that these agreed vocabularies will be incorporated into key information systems thus allowing institutions and funders to capture and assess the nature and scale of Open Access ‘transactions’ across the scholarly landscape.

Update on NISO’s Open Access Metadata and Indicators Working Group
Nettie Legace, Associate Director for Programs, National Information Standards Organization (NISO)

The National Information Standards Organization (NISO) Open Access Metadata and Indicators Working Group was chartered in March 2013 to develop protocols and mechanisms for transmitting the access status of scholarly works, such as individual articles. The intent of the group has been to develop a standardized set of metadata elements in order to share accessibility and potential re-use rights, to clarify an environment where it is currently very difficult for stakeholders (funders, authors, librarians and users) to determine whether a given article is compliant with conditions and policies. The area in which it has worked is a contentious one, with many differing opinions among stakeholders on what constitutes “open access.” These elements developed as part of the group’s recommendations that the elements be machine readable to enable systems to intake the data and re-use it in whatever form is appropriate for its own context. The Working Group’s specification is expected to be finished with its public comment period and formally published in early 2014.

Posted in ALA Annual 2014, Conferences | Leave a comment

Metadata Beyond the Library: Consultation and Collaboration with Faculty, Staff and Students

Saturday, June 28, 2014 – 4:30-5:30pm
Las Vegas Convention Center, N253

Moving Beyond the “Back Room”: The Expanded Role for Metadata and Catalog Librarians On Campus
Lisa McFall, Metadata and Catalog Librarian, Hamilton College

Catalog and metadata librarians have traditionally been housed in a back room of the library, leaving many people to ponder what exactly the “technical services department” does. The variety of skills needed to bring digital humanities projects to fruition presents the perfect opportunity for catalog and metadata librarians to show exactly what they do and how faculty and students can benefit from their skills.

Hamilton College formed the Digital Humanities Initiative in 2010 after receiving a three-year Mellon Grant. The “collection development team” that was formed as a part of this initiative included members of both the library and the information technology department and was conceived to build collaborations around supporting faculty research and the resulting data collections. One of the primary responsibilities that developed was the metadata and catalog librarian’s role in assisting faculty in thinking about how they envisioned interacting with their information in the digital archive and how that would be reflected in the associated metadata. As each faculty member worked closely with student fellows on their projects, metadata-specific training sessions for students were incorporated into a two-week training program on digital humanities and into the Introduction to Digital Humanities class.

This presentation will provide examples and highlight materials and methods that can be used by metadata and catalog librarians to share their metadata expertise with a broader campus community.

Consultative Metadata Services at Cornell University Library
Jason Kovari, Head of Metadata Services and Web Archivist, Cornell University

Abstract: The complexity of digital research projects and growing interest in making content accessible online has brought an increasing number of consultation requests and collaborative projects to Cornell University Library’s (CUL) Metadata Services unit ( Though faculty and graduate student attention to metadata and the library’s role as a collaborator has been on-the-rise, this is not a new phenomenon; since its founding, non-MARC metadata services at CUL have been chiefly consultative, facilitated by embedding metadata librarians within outward-facing virtual service units, such as DCAPS ( and RDMSG (

During the presentation, I will discuss staffing, services and governance structures as well as outreach methods to encourage non-library consultations and collaborations. I will strongly reference a number of projects where CUL’s Metadata Services provided consultative services and collaborative development with non-library groups, likely including “Freedom on the Move”, an in-development digital humanities project concerning runaway slave advertisements; consultation with researchers in Earth and Atmospheric Sciences working to make accessible images and research logs concerning early 20th century Alaskan glacial activity; and more.

Posted in ALA Annual 2014, Conferences | Leave a comment

ALCTS Metadata IG ALA Annual 2014 Meeting Program

Sunday, June 29, 2014 – 8:30 am to 10:00 am
Las Vegas Convention Center, room N263

We will feature two presentations followed by a business meeting during which new officers will be elected.

Metadata Migration to Islandora: Is There An Easy Way?
Sai Deng, Metadata Librarian and Associate Librarian, University of Central Florida Libraries

Presentation abstract:

This presentation will introduce UCF’s digital collection migration from DigiTool to Islandora, the new content management system for the state universities in Florida. It discusses the issues in DublinCore (DC) to MODS transformation, explores the possible options, the approach adopted and the tool used for MODS metadata editing.

As part of the state-wide Islandora implementation, UCF has been migrating its collections in DigiTool to MODS records for Islandora to ingest. In migrating from a less granular metadata schema to a more granular one, many issues are involved such as data ambiguity, overly generic data representation, the markup inadequacy in describing sub-elements and element relationships, and a less intricate data structure. Two options were explored: a. revamp the Library of Congress’s DC-MODS stylesheet to produce more desirable MODS metadata, b. edit the MODS records generated from a more generic stylesheet conversion. Due to the fact that the consensus needs to be reached among the state universities for any change, only some adjustments such as adding local subjects and online thesauri were made to the LC stylesheet state-wide, and the major work of MODS metadata editing fell on the individual university libraries. At UCF Libraries, Notepad++ was used to edit the MODS records, such as the first set of 847 records in the Political & Rights Issues & Social Movements (PRISM) collection. In batch editing the MODS metadata and dealing with the DC-MODS transformation problems, data patterns in author year, author role terms, publication places, corporate and conference names were identified, data normalization and cleaning was executed, and several types of mark up and editing were performed: authors were marked up to distinguish author year and role from name; personal, corporate and conference names were differentiated; the main entry and added entries were distinguished; subtitle was separated from the main title; publication place was distinguished from publisher; topical, temporal, geographic, genre subdivisions were marked up for subjects; and series name and other common fields were added for the collection.

This presentation addresses the common issues in DC-MODS metadata mapping and transformation, discusses possible solutions of customizing the XSLT stylesheet and editing the MODS XML records, and the balance that needs to be sought in pre- and post-transformation. It also raises some interesting questions in machine vs. human labor and utilizing the computer’s analytical power. It invites audience to participate in a wider discussion.

Discovering Isaac Leeser: Improving access to text collections with TEI markup
Nicole Arbuckle, Vice President, Metadata Services, Backstage Library Works
David McKnight, Director, Rare Book & Manuscript Library, University of Pennsylvania

Presentation abstract:

In 2013, the University of Pennsylvania Libraries completed its Gershwind-Bennett Isaac Leeser Digital Repository project, which features access to the personal papers and publications of Isaac Leeser, one of the foremost American Jewish figures of the 19th century.

Penn Libraries established a template for collecting metadata from Leeser’s correspondence, teamed up with Backstage Library Works to complete TEI markup, and developed an online digital repository. The metadata files and the repository structure provide users with sophisticated tools for full-text search and discovery, with filters for details such as document type, date range, language, author and addressee.

In the presentation, David McKnight, Director of the Rare Book and Manuscript Library at Penn, will discuss the background of the collection and the library’s preparation of transcriptions and descriptive metadata for the project. Nicole Arbuckle, Vice President of Metadata Services for Backstage Library Works, will discuss the use of that metadata in the TEI markup process.

Posted in ALA Annual 2014, Conferences | Leave a comment

Midwinter 2014: Large-Scale Metadata Aggregation Strategies and Workflows

ALCTS Metadata Interest Group at ALA Midwinter 2014
Date: Sunday, January 26, 2014
Time: 8:30am to 10am
Location: Pennsylvania Convention Center, 102A

Add this meeting to your schedule:

We have two exciting programs that will discuss strategies and workflows for and challenges associated with large-scale metadata aggregation.

“The Other Side of Linked Data: Managing Metadata Aggregation,” presented by Diane Hillman.

Most of the current activity in the library LOD world has been on publishing library data out of current silos. But part of the point of linked data for libraries is that it opens up data built by others for use within libraries, and has the potential for greater integration of library data within the larger data world. The sticking point for most librarians is that data building and distribution outside the familiar world of MARC seems like a black box, the key held by others.  Traditionally, libraries have relied on specialized system vendors to build the functionality they needed to manage their data. But the discussions I’ve heard too often result in librarians wanting vendors to tell them what they’re planning, and vendors asking librarians what they need and want. In the context of this stalemate, it behooves both library system vendors and librarians to explore the issues around management of more fine-grained metadata so that an informed dialogue around requirements can begin. As part of this dialogue, there are a number of questions about goals that could be addressed:

* Will expression in MARC (and/or RDA and/or BibFrame) be part of the requirements?
* How does non-library data fit in (dbpedia, nytimes, amazon, onix)?
* How does and RDFa fit into the picture?
* Will some data be indexed and not displayed, and vice-versa?
* Who will decide what pieces of available data will be valued and what pieces required?
* Will there need to be an aggregation workflow in addition to a cataloging workflow, or are they best integrated?

To assist in discussion about what happens after those basic decisions, Diane will discuss a framework for managing aggregation of atomic level (fine grained) metadata. Drawing on experience aggregating metadata for the National Science Digital Library, she will describe specific tasks, workflow, data improvement strategies and other issues.


“Harvesting and Normalization at the Digital Public Library of America: Lessons from a Diverse Aggregation,” presented by Kristy Berry Dixon (Digital Library of Georgia), Sandra McIntyre (Mountain West Digital Library) and Amy Rudersdorf (Digital Public Library of America).

The Digital Public Library of America currently works with more than 21 digital collections hubs to crosswalk, enrich, and normalize their metadata to align with the DPLA Metadata Application Profile ( Metadata is shared in a variety of formats, standards, and readiness and is ingested and made available through the DPLA JSON-LD API ( In developing the DPLA data model, DPLA staff worked closely with metadata designers from the Europeana Digital Library and from leading U.S. institutions, and has refined the model since launch in April 2013 in response to the experience of working with diverse hubs.

This talk will introduce and outline the challenges of aggregating disparate metadata flavors from the perspective of both DPLA staff and representative hubs. We will review next steps and emerging frontiers as well, including improvements to normalization at the hub level and wider adoption of controlled vocabularies and formats for geospatial metadata and usage rights statements. Finally, we will share plans for implementing Linked Data throughout the aggregated national network and discuss how that will expand opportunities for DPLA and its partners.

We hope to see you in Philadelphia!

On behalf of the Metadata IG,
Ivey Glendon, Program Co-Chair
Santi Thompson, Program Co-Chair

Posted in ALA Midwinter 2014, Conferences | Leave a comment

CFP: Metadata Beyond the Library: Consultation and Collaboration with Faculty, Staff and Students (2014 Annual – LV, NV)

The ALCTS Metadata Interest Group seeks proposals for presentations for the program “Metadata Beyond the Library: Consultation and Collaboration with Faculty, Staff and Students” at the ALA Annual Meeting 2014 in Las Vegas, NV. This program is scheduled on Saturday, June 28, 2014 from 4:30 p.m. to 5:30 p.m. Presentations are 30 minutes in total — 20 minutes for the presentation, 10 minutes for questions.

This program will discuss ways in which metadata experts can share expertise beyond traditional library settings.

Presenters may discuss:

  • Examples of successful metadata consulting initiatives with their constituent communities
  • Examples of training sessions, workshops, boot camps to share metadata expertise
  • Other venues for deploying metadata expertise outside the library

All presentations at ALA Annual Las Vegas 2014 will be recorded. Speaker agreements will be forwarded to all speakers and will require consent for video recording.

The deadline for proposals is December 9, 2013.  Proposals may be submitted through this form:

If you have any difficulties with this form, please feel free to submit your proposals directly by email to

Thank you!

ALCTS Metadata Interest Group Programming Chairs:
Ivey Glendon, University of Virginia
Santi Thompson, University of Houston

Posted in ALA Annual 2014, Conferences | Leave a comment

CFP: Metadata and Indicators for Open Access (2014 Annual – LV, NV)

The ALCTS Metadata Interest Group seeks proposals for presentations for the program “Metadata and Indicators for Open Access” at the ALA Annual Meeting 2014 in Las Vegas, NV. This program is scheduled on Saturday, June 28, 2014 from 10:30 a.m. to 11:30 a.m. Presentations are 30 minutes in total — 20 minutes for the presentation, 10 minutes for questions.

This program addresses metadata needs of open access (OA) materials and the use of visual indicators to help users determine their access rights.

Presenters may discuss:

  • use of existing or new vocabularies, schema, and other projects, such as Crossmark, JISC/UKOLN’s Vocabularies for OA, and ONIX-PL in library systems
  • use of OA vocabularies and schema for faculty consultation and education related to scholarly communication, author’s rights, and open access
  • studies of OA indicator use and successes/failures

All presentations at ALA Annual Las Vegas 2014 will be recorded. Speaker agreements will be forwarded to all speakers and will require consent for video recording.

The deadline for proposals is December 9, 2013.  Proposals may be submitted through this form:

If you have any difficulties with this form, please feel free to submit your proposals directly by email to<>

Thank you!

ALCTS Metadata Interest Group Programming Chairs:
Ivey Glendon, University of Virginia
Santi Thompson, University of Houston

Posted in ALA Annual 2014, Conferences | 1 Comment

CFP: MIG Midwinter 2014 Presentations

The ALCTS Metadata Interest Group invites speakers to present at the ALA Midwinter meeting in Philadelphia on Sunday, January 26, 2014 from 8:30 to 10am. Presentations will be approximately 30 minutes, including Q&A.

Our charge is to provide a broad framework for information exchange on current research developments, tools, and activities affecting networked information resources and metadata; coordinates and actively participate in the development and review of standards concerning networked resources and metadata in conjunction with the divisions’ committees and sections, other units within ALA, and relevant outside agencies; and develops programs and fosters and sponsors education and training opportunities that contribute to and enhance an understanding of networked resources and metadata, their identity, content, technology, access, control, and use.

Suggested topics include but are not limited to:

*Tools for metadata librarians, including those for creation and/or transformation
*Demos or light tutorials on tools
*Top-level overviews of tools/mechanisms for use in managing metadata
*Innovative workflow design focusing on the intersection of tools/mechanisms and staff education and training

Please email proposal abstracts to program co-chairs by Wednesday, October 30th, 2013.  Please contact us with questions.  Thank you!

Program co-chairs,
Ivey Glendon
Metadata Librarian
University of Virginia Library
(434) 243-0634 |

Santi Thompson
Metadata & Digitization Operations Coordinator
University of Houston Library
(713) 743-9685 |

Posted in ALA Midwinter 2014, Conferences | Leave a comment

MIG Officer Elections, 2013-2014

New officers were elected during the 2013 ALA Annual ACLTS Metadata Interest Group business meeting; they join the returning officers for the coming year. The MIG officers for 2013-2014 are:
Chair : Maureen Walsh, The Ohio State University
Vice-Chair : Jennifer Miller, Rice University
Secretary : Steven Folsom, Cornell University
Program Co-Chair : Santi Thompson, University of Houston
Program Co-Chair : Ivey Glendon, University of Virginia
Blog Coordinator : Jason Kovari, Cornell University
Posted in ALA Annual 2013 | Leave a comment

MIG Annual 2013 Meeting & Elections

The Metadata Interest Group would like to invite you to join us in Chicago.  The group’s program/meeting will take place on June 30, 2013 in the McCormick Place Convention Center room N137 from 8:30am – 10:00am.

Erik Mitchell will start the program with “Library Linked Data: Research and Adoption” where he will present the results of a content-analysis study of metadata services within LOD systems being developed or in use in LAM settings. He will focus on highlights of the findings; give participants a tour of a collection of data and tools that can be used for independent exploration of LOD metadata, and point participants to other resources for continued study.

A business meeting will follow the program, during which elections for 2013-2014 officers will be held.

The following offices are open for election:

Vice Chair/Chair Elect (who will serve as Chair 2014-2015)
Programming Co-Chair (2013-2015)

They will join the other officers: Maureen Walsh (chair), Ivey Glendon (program co-chair, and Jason Kovari (blog coordinator)

Anyone who is interested in standing for election to one of these offices is invited to get in touch with Teressa Keenan at by June 25.

Posted in ALA Annual 2013, Conferences | Leave a comment