June 2008 Archives

"It's All About Access"

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Last Thursday June 26 I gave a talk at the 49th Annual RBMS Preconference in Los Angeles. The presentation was part of a plenary session called "It's All About Access."  Tom Scheinfeldt, managing director of the Center for History and New Media, also spoke during this session.  The CHNM is doing impressive work with digital object repositories.

By request I've made my presentation available in SlideShare. It's called "Metadata 2.0, Glocalization, and Being Where Their Eyes Are: What's So Special About Special Collections?"  The RBMS organizers recorded the session and I believe it's their intention to make as many presentations as possible available from the RBMS/ALA site.

Metadata: Context Matters

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I often think about my former colleague Tom Turner, who died four years ago, in his mid-thirties. In 1997 when I joined Cornell, he was the first true metadata librarian I'd met. From working on various early metadata projects like CUGIR and the USDA Economics and Statistics System, Tom had learned--and taught me--that with metadata, context matters.  Tom's article in the February 2002 issue of Kaleidoscope (the library's staff newsletter) included a number of thoughts I continually return to, like:

Organizing your checking account is not the same as organizing your kitchen cabinet. The same differences apply to metadata; context matters... The use of metadata [is] its fundamental aspect. So we can say that metadata helps you find and/or manage information, serves particular purposes, can be used by people and/or machines, often has structure and/or content rules, and can be created by people or by machines... When beginning a project that involves metadata, the first issue you have to address is what the metadata should accomplish. This will influence what information gets recorded and how it is stored.

So what constitutes quality in metadata can be quite different depending on the communit(ies) being served, the requirements for processing or data exchange, or other factors. Cataloguing is that subset of metadata that serves the communities for which libraries exist.  In addition, cataloguing serves a variety of other audiences internal and external to libraries--and increasingly machines, for system to system exchange, linking, and mashups. 

Last weekend's activities reinforced what Tom taught me about metadata, as I worked with my husband--an independent maker of neon signs and artwork--to set up and "stock" his eBay store. eBay, naturally, runs on metadata; it's the engine that brings buyers and sellers together in a vast, Web-scale network supporting the exchange of goods among ordinary people.  While eBay has set up an impressive framework to house and deploy metadata, the sellers supply the metadata content, and the whole system works quite well.

eBay item listings* and stores have their own sets of metadata elements--all in the context of the metadata's purpose, to bring sellers and buyers together.  In the help pages, eBay emphasizes to its sellers (that is, its metadata creators) the importance of using keywords that will increase the likelihood of an item's appearing in search engine results and 'custom categories' (which support what we would call faceted searching). The categories, a controlled vocabulary set up by the store owner, helps prospective buyers browse the store's virtual shelves.  In less than 24 hours, the individual items in my husband's store were findable in Google, and probably other places I didn't think to look. (Thanks, eBay.)

A seller's purpose is to attract a buyer and close a sale, and that is what eBay metadata is intended to do. This is similar to what library metadata is intended to do--create awareness of an item in a library collection and enable the interested party to get hold of it.  Yet it seems to me that on eBay, the context of metadata use drives what the metadata looks like and how it functions, more than it does in libraries. eBay's contextual deployment of metadata simply works better in the Web 2.0 world that e-commerce sellers and buyers inhabit, where coverage is global; the network is the platform; and metadata is re-mixed, re-used, and syndicated.

In my presentations, I often argue that library metadata practices need to change to put the emphasis on the needs that library metadata meets, rather than the methods used to produce it.  At the present time, too much attention is absorbed by the library metadata framework--that is, the particular methods (AACR2, MARC, the standards for full-minimal-abbreviated records, etc.) we have historically used.  We are paying insufficient attention to the context in which our cataloguing metadata is now deployed, with the result that the libraries' classical metadata framework is losing traction and relevance. 

Of course the library world needs both a rigorous metadata framework and agile responsiveness to the contexts in which our user communities encounter library metdata. It's not my intention to dismiss, minimize, or belittle the importance of a framework for putting library metadata together, but it is a mistake to make the framework an end in itself.  Restoring balance requires a widely-understood, frequently updated understanding of the context--the needs and behaviors and preferences--in which a variety of end user communities use the results of cataloguers' efforts.  What will matter most to the future of libraries is library metadata's suitability in the context of real world use, and not the degree of a cataloguing record's adherence to the specifications of our traditional metadata framework. 

The jury is still out on what "suitability in the context of use" means. There are certainly a lot of opinions and lots of anecdotes to back them up.  Of late, I've been working with a team that is studying the question of what "quality" means for those who use library metadata (including machines). Our team is gaining some surprising  insights into the context of library metadata use on the Web.  Watch for more to come later this summer on our research results.

*eBay Metadata - Item Listings

The metadata elements are (roughly) as follows:
• Title
• Description
• Price (five or more flavors: auction starting price, Buy It Now price, reserve price, shipping costs, tax ...)
• Auction start and ending times
• Shipping details
• Payment method (a controlled vocabulary)
• Item specifics (categories for type of material--another controlled vocabulary)
• Return policy
• A variety of links to related information

This information is remixed with other things, like a digital image of the object for sale.

 

Hello, and On Small Libraries

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Hello

 

I'm Karen Calhoun, Vice President of WorldCat and Metadata Services at OCLC.  Some OCLC colleagues and I have joined together to launch Metalogue, a new blog devoted to cataloguing and metadata topics around the world. 

 

On Small Libraries

 

I often hear it said that OCLC doesn't serve small libraries; that small libraries can't afford OCLC.  Recently, Deanna Marcum, in her response to the LC Working Group's report and recommendations, remarked that the Working Group "worried about small and often underfunded institutions that are unable to participate in the OCLC collaborative." 

 

Well, I believe it is true that OCLC has historically underserved smaller libraries, so with some help from OCLC staff members I dug through a number of sources to get a clearer picture of where we are.  In the process I learned that the picture is not as bleak as some who comment on the U.S. library scene have stated.

 

Two relatively unknown (in academic library circles) services--CatExpress and Group Services--enable access to WorldCat cataloging services at affordable levels for smaller U.S. libraries.  A few facts about these two programs:

 

·        35% of all 9,000-plus U.S. public libraries are served by either CatExpress* or OCLC Group Services**.

 

·        OCLC Group Services reach over 2,300 U.S. public libraries--a quarter of all U.S. publics.  Of these 2,300-plus libraries, 47% fall into the small or medium size category. Using 2008 statistics from Market Data Retrieval (a provider of information about K-12, library, and related educational organizations), OCLC has defined small U.S. independent public libraries (that is, not branches) as owning less than 18,000 volumes; an annual budget below $79,000; and population served less than 4,500 people.  Medium U.S. public libraries are defined as owning less than 46,000 volumes; a budget below $380,000; and population served less than 16,269. 

 

·        OCLC Group Services reach around 1,750 U.S. school libraries; of these 29% or more falls into the small or medium size category (there is a lot of missing data in the data set we are using, so 29% is a conservative estimate). Again using statistics from Market Data Retrieval, OCLC has defined small U.S. school libraries as spending $210 or less per pupil and serving school enrollments less than 316 students. Medium school libraries are defined as spending $260 or less per pupil and serving school enrollments less than 618 students.

 

·         Through CatExpress, OCLC is serving the cataloging needs of 1,533 U.S. public and school libraries. Public and school libraries represent the majority (72%) of the CatExpress libraries.

 

·        At the May 2008 Members Council meeting, a new initiative for small and rural libraries was announced.   The Small Libraries Advisory Group, sponsored by George Needham and chaired by George Bishop, the library director for the Ovid-Elsie Schools in Michigan, will have its first meeting in July. The goal of the group is to recommend to OCLC new ways to package current services for the small library market, regardless of library type.

 

·        The forthcoming OCLC membership report, From Awareness to Funding, is an example of OCLC's efforts to advocate for libraries of all sizes.  The intent of this Gates Foundation-supported research report is to evaluate the potential of a national marketing campaign to increase public library funding in the U.S.  At the May Members Council meeting, Cathy De Rosa presented an overview of the research findings, viewable by clicking on the "OCLC Study Report on Library Advocacy" link on the OCLC Members Council meeting documentation page.

 

Clearly, OCLC needs to make much more progress in figuring out ways to affordably serve smaller libraries in the U.S., but its accomplishments so far are not insignificant. 

 

Even more progress needs to be made outside the U.S.   A look into Outsell's "2008 Library Market Size, Share and Forecast Report" suggests that smaller libraries--especially school libraries--are important globally due to their sheer numbers.  Outsell's report estimates there are 334,480 school libraries worldwide, and 67,765 public library systems.  In the trends section of the report, the Outsell report's authors identified the following as one of a number of key drivers:

 

Multi-type library cooperation is on the rise (corporate/academic, corporate/public, school/public, etc.) ... National libraries are also expanding the scope of their missions, to include direct services to other types of libraries and to the private sector.

 

Along these lines, OCLC has been offering support to national libraries outside the U.S.  The National Library Service of Barbados, a recent example, has a mandated responsibility to coordinate and advise the country's libraries and to produce a Barbados National Bibliography.  Introduced quite recently, the Barbados Group Catalog, built by OCLC for the National Library Service, combines records from a number of Barbados' libraries.  Watch for more about Barbados in a later post to this blog.

 

* CatExpress supports simple, inexpensive access to WorldCat MARC records for libraries needing basic copy cataloging and MARC record delivery for 250-7,000 titles per year.  OCLC's annual subscription price for a small library is between $125 and $200.

 

**Group Services offers a single subscription price for all of a library group's desired OCLC services--including group participants with no OCLC affiliation. Any type of library group, from small cooperatives to statewide consortia, can pick and choose what they want--a group online catalog, unlimited use of OCLC resource sharing and cataloging, as well as other services like CONTENTdm or ebooks.  In one group in Wisconsin, a single library's share of the subscription fee for all Wisconsin Group Services is in the neighborhood of $500 to $600 a year.

 

 

 

 

 

About this blog

Metalogue is a forum for sharing thoughts on all things related to knowledge organization by and for libraries, hosted by Karen Calhoun, Vice President, WorldCat and Metadata Services for OCLC. Karen is joined often by friends and colleagues from all over the globe, who contribute perspectives and experiences about the current and future state of cataloguing and metadata.

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