NISO Virtual Conference on E-Books • October 5, 2016

Making the Metadata Work

Vice President, Business DevelopmentChip Nilges

What is metadata?

Metadata is the language used to communicate information about a book or piece of content necessary for discovery, access and sales

METADATA FOR PRINT BOOKS

Metadata flow (P)

MARC Record

Publisher Library CatalogInformation about their content

ORIGINAL MARC RECORD

020 9781118644119 $q (electronic bk.)020 1118644115 $q (electronic bk.)037 C0AC7C06-053D-44DE-A6A8-2F2A99A811DE $b OverDrive, Inc.$n http://www.overdrive.com049 TEFO100 1 Rohde, Michael.245 10 Adobe Edge Animate CC for dummies / $c by Michael Rohde.260 Hoboken, NJ : $bJ. Wiley & Sons, $c 2013.300 1 online resource 336 text $b txt $2 rdacontent337 computer $b c $2 rdamedia338 online resource $b cr $2 rdacarrier520 The easy way to build HTML5 mobile and web apps using Adobe's new Edge Animate CC Edge Animate CC is an approachable WYSIWYG alternative for leveraging the power of languages like HTML5, CSS3, and JavaScript to design and develop for the web and mobile devices, even if you have no programming experience. Written by Michael Rohde, the book calls on this seasoned web developer's wealth of experience using Edge Animate CC, and a companion website includes all code from the book to help you apply what you learn as you go. Features an easy-to-use interface, with a propert.856 40 $3 OverDrive $u https://www.overdrive.com/search?qC0AC7C06-053D-44DE-A6A8-2F2A99A811DE856 4_ $3 Excerpt $u https://samples.overdrive.com/adobe-edge-animate-c0ac7c?epub-sample.overdrive.com856 4_ $3 Image $u http://images.contentreserve.com/ImageType-100/0128-1/C0AC7C06-053D-44DE-A6A8-2F2A99A811DEImg100.jpg

Value of a WorldCat record

Example of metadata provided to OCLC directly from publisher

ENHANCHED WORDCAT MARC RECORD

040 UMI $b eng $e pn $c UMI $d E7B $d OCLCO $d TEFOD $d YDXCP $d RECBK $d OCLCA $d OCLCO $d OCLCQ $d OCLCF $d OCLCO $d TEFOD

020 9781118462041020 1118462041020 9781118644119 $q (electronic bk.)020 1118644115 $q (electronic bk.)020 9781118644157 $q (electronic bk.)020 1118644158 $q (electronic bk.)020 $z 9781118335925020 $z 1118335929 $q (pbk. ; $q alk. paper)037 C0AC7C06-053D-44DE-A6A8-2F2A99A811DE $b OverDrive, Inc.$n http://www.overdrive.com050 _4 QA76.76.H94 $b R6434 2013eb072 _7 COM $x 071000 $2 bisacsh082 04 006.696 $2 23049 TEFO100 1_ Rohde, Michael.245 10 Adobe Edge Animate CC for dummies / $c by Michael Rohde.246 3_ Adobe Edge Animate Creative Cloud for dummies246 3_ Adobe Edge CC for dummies260 Hoboken, NJ :$b J. Wiley & Sons,$c 2013.300 1 online resource (1 volume) : $b illustrations.336 text $b txt $2 rdacontent337 computer $b c $2 rdamedia338 online resource $b cr $2 rdacarrier490 1_ For dummies588 0 Print version record.505 0_ pt. I. Getting started with Adobe Edge animate -- pt. II. Adopting tools and techniques -- pt. III. Formatting and

animating -- pt. IV. Putting your animation to use -- pt. V. Creating sample projects -- pt. VI. The part of tens.520 The easy way to build HTML5 mobile and web apps using Adobe's new Edge Animate CC Edge Animate CC

is an approachable WYSIWYG alternative for leveraging the power of languages like HTML5, CSS3, and JavaScript to design and develop for the web and mobile devices, even if you have no programming experience. Written by Michael Rohde, the book calls on this seasoned web developer's wealth of experience using Edge Animate CC, and a companion website includes all code from the book to help you apply what you learn as you go. Features an easy-to-use interface, with a propert.

630 00 Adobe Edge animate (Computer file)650 _0 HTML (Document markup language)650 _0 Web site development $x Computer programs.650 _0 Web sites $x Design.650 _0 Cascading style sheets.650 _0 JavaScript (Computer program language)650 _0 Computer graphics.650 _4 HTML (Document markup language)650 _4 Web site development $x Computer programs.650 4 Web sites $x Design.

Value of a WorldCat record

“I would definitely say they (WorldCat Records) are value added. The most important reason is that they drive usage, which is important in this industry.”

Educational Publisher

Sample workflow (P)

Vendor sends list of titles to OCLC

Library orders materials

OCLC finds matching records in WorldCat

& customizes (or creates new) & sets holdings

OCLC delivers records to library

Vendor delivers materials to library

Labels delivered to library or vendor

(optional)

“Shelf Ready”

234566

Finding a print selection

Clint: would like a picture here of someone browsing the shelves and pulling a book out.

METADATA FOR E-BOOKS

Metadata Flow (E)

Source: Renee Register: Creating Powerful Metadata

Metadata Flow (E) – RECORD CREATION

FTP

OCLC sends WorldCat MARCrecords

Wiley posts generic, proprietary MARC records

Wiley sends 3PLSP customer level metadata

3PLSPs post new custom MARC records to their proprietaryclouds/platforms

Customer retrieves generic MARC records

Customerretrieves custom MARC records from their provider of choosing

Sends genericMARC

records

Library

Customer support

Customersupport

3PLSPCloud

3rd Party Library Services Providers

WILEY sends OCLC pre and post publication product level metadata to create MARC records

Source: John Wiley & Sons

MARC Workflow (E) – Record Delivery

FTP

OCLC sends WorldCat MARC records

Wiley posts generic, proprietary MARC records

Wiley sends3PLSP customer level metadata

3PLSPs post new custom MARC records to their proprietaryclouds/platforms

Customer retrieves genericMARC records

Customerretrieves custom MARC records from their provider of choosing

Provides MARCrecords

Library

Customer support

Customersupport

3PLSPCloud

3rd Party Library Services Providers

WILEY sends OCLC pre- and post-publication product level metadata MARC record creation

Source: John Wiley & Sons

Richer metadata required for EMARC Record Enriched

Records • Enriched Content• Chapters and entries• Cover art• User reviews • Additional identifiers and

authority control

AccessInformation

• Link to book • KBART files• EZproxy stanzas• E-Holdings data• Licensing information

More than books ….

• Institutional information: Data required to unambiguously identify organizations that license content & the IP address ranges associated with those companies.

• Author/creator information: Publishers and service providers are beginning to adopt personal identifiers, for purposes of disambiguating researchers and authors –and for relating authors to their intellectual output.

Discovery happens everywhere

Library ServicesDiscovery Layer, Knowledgebase

CRM

CRIS/RIM

TRENDS

Recent Library Survey Results

Currently• 54% or respondents report more than 60% of their current materials

budget is allocated to electronic materials• Only 27% report more than 60% is allocated to print materials.

In the next 3 to 5 years• 60% estimate more than 60% of their future materials budget will be

allocated to electronic materials• Only 16% estimate more than 60% would be allocated to print materials.

Source: OCLC Global Library MARC Record Survey 08/2016

E-Book trends at OCLC

What libraries tell us

40%

59%

61%

80%

82%

96%

22%

15%

9%

8%

10%

21%

13%

14%

8%

4%

5%

4%

3%

2%

3%

5%

5%

5%

7%

4%

8%

0% 20% 40% 60% 80% 100%

Data sets/databases

E-journals

Streaming audio/video

Print journals

E-books

Print books

Importance of MARC Records by FormatBase: Total Respondents (n=164)

Very Important Somewhat Important Neutral

Until recently, MARC records for databases were not important to us. They are now because any holdings information we send to our Discovery Layer provider needs to be MARC.”

In general it's very important to have MARC records for anything that we

can't access metadata for in

some other way.”

MARC records for print materials (books and

journals), as well as e-books, remain our stock in

trade. After a decade of managing e-journals

outside the ILS, we are reexamining that decision.”

….by December, we will continue to add records for purchases of e-books, but will remove all records for subscription packages of e-books. We can no longer

handle maintenance of e-book records for large subscription sets. We will have to depend on our discovery

service to find the e-books in these collections.”

Sage research highlights

• Libraries encourage publishers to “get their metadata out there everywhere,” because there is so much at stake if a resource goes unused.

• The library catalog remains a priority discovery channel for librarians – publisher supplied MARC records are needed most for print books, e-books and videos.

• Least discoverable items include AV materials, e-books, archival material, open access content.

Improving the Discoverability of Scholarly Content: Academic Library Priorities and PerspectivesA SAGE White Paper, 2014

BEST PRACTICES

White Paper - Key Issues Addressed:

• Libraries need metadata and holdings data to provide patron access

• Data quality, the use of data standards and a consistent workflow are key

• Both the library and publisher ROI for eContent depends on improvements in the supply chain.

Success Strategies for E-Content

oc.lc/econtent and www.oclc.org/go/econtent-access.en.html

• Recommendation 1: – Improve bibliographic metadata and holdings data.

• Recommendation 2: – Synchronize bibliographic metadata and holdings data.

• Recommendation 3:– Use consistent data formats.

White Paper: Key Recommendations

oc.lc/econtent and www.oclc.org/go/econtent-access.en.html

Coordinate management of metadataBooks

Journals

Other

Protocols

Reference

VendorA

VendorB

VendorC

VendorD

Coordinate management of metadataBooks

Journals

Other

Protocols

Reference

VendorA

VendorB

VendorC

VendorD

Image Source: http://www.preferredstrategies.com/

Coordinate the metadata

Getting data into the flow

• Subject metadata matters … a lot

• Libraries don’t spend enough time configuring their system for implementation

• Publishers/content providers don’t spend enough time on their data syndication, including how that data is received and used 2013 Charleston Conference Plenary:

Re-visiting Plato’s Cavehttps://www.youtube.com/watch?v=ZkGSQlFZ0BI

Outcomes from a 2013 Deep Dive Study

JSTOR36%

Linking Partners& institutions

22%

google14%

google_scholar10%

self_referrer10%

other4%

academic_resource3%

linkresolver1%

social_media0%

What drives usage at JSTOR

Making the metadata work harder for E-Books

• Supply enriched metadata, including access data & change records

• Support metadata standards- KBART in NISO RP-9-2014 Knowledge Base And Related Tools (KBART)- MARC standards - Identifiers

• Provide direct/automated holdings feeds• Support the user at the point of need

Recommendations

Chip NilgesVice President, Business DevelopmentNilgesC@oclc.org