Role of Cataloger in the 21st Century Academic Library

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Published on March 5, 2014

Author: elephantsmith

Source: slideshare.net

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Professional catalogers in an academic library have professional responsibilities in librarianship, scholarship, and services to the library, institute, and professional organizations. However, whatever the catalogers do have to be in alignment with strategic directions of the academic library, and contribute to its institutional effectiveness. This presentation uses several projects from Georgia Tech Library as examples to illuminate the subject matter on the role cataloger in the 21st century academic library. It first discusses the role of cataloger in assisting the removal of print collections out of GT Library building and creating a seamless collection with Emory resources in EmTech Library Services Center (LSC). It then discusses the role of cataloger in cataloging and metadata management from the perspectives of resource discovery, data curation, repository services, eResearch archive, and digitization.

The Role of the Cataloger in the Twenty-First-Century Academic Library Amanda Xu Candidate for Metadata Librarian and Cataloging Unit Head At Georgia Tech Library Feb. 12, 2014 1

The Role of Cataloger in the Academic Library (1) 2

Role of Cataloger in an Academic Library (2) Source: GT Library’s job posting for Metadata Librarian & Cataloging Unit Head http://www.library.gatech.edu/about/jobs.php#meta 3

Twenty-First-Century Academic Library Defined (1) GT Library defines the technological research library of the 21st century as the “gathering place” that cultivates “students’ intellectual inquiry,” develops their “critical thinking skills, promotes academic discourse, and fosters lifelong learning and knowledge enhancement“. “The Library is integral to the retention and overall success of Georgia Tech students.” “For faculty and researchers, the Library’s priority is to enrich their teaching, research and learning, and contribute to their knowledge advancement and research output by providing resources and services that meet their needs.” Source: Georgia Tech Library Strategic Plan 2013-2016 https://smartech.gatech.edu/bitstream/handle/1853/49353/Library%20and%20Information%20Center%20Strategic%20Plan%2c%2020 13-2016.pdf?sequence=1 4

Twenty-First-Century Academic Library Defined (2) Source: http://renewal.library.gatech.edu/ 5

The Role of Cataloger in the 21st Century Academic Library CATALOGING FOR MOVING PRINT COLLECTIONS INTO OFFSITE SERVICE FACILITY 6

Cataloging for Moving Print Collections Into Offsite Service Facility Defined Cataloging for Moving Print Collections into Offsite Service Facility requires to track the physical item from the time the item being identified, labeled, and removed out of the library building to the time the item being shipped, shelved, and maintained in offsite service facility. At the same time, it requires to update the item’s associated cataloging records in various library online catalogs in collaboration with stake holders of the project. 7

Various Online Catalogs Source: Research Guides. College of Computing. Books and eBooks. Available: http://libguides.gatech.edu/content.php?pid=78752&sid=1172509 8

Collection Retention Agreement (1) Source: http://www.aserl.org/wp-content/uploads/2012/01/ASERL_TRLN_Create_Archiving_Partnership.pdf 9

Collection Retention Agreement (2) 10

Collection Retention Agreement (3) Source: http://www.aserl.org/programs/gov-doc/program-overview/ 11

Retrospective conversion of non-RDA records 12

Example of Bib/Hld/Item Record Display in Classic GT Catalog 13

Example of Bib/Hld/Item Record Display in GT VuFind Catalog (1) 14

Example of Bib/Hld/Item Record Display in GT VuFind Catalog (2) 15

Example of Bib/Hld/Item Record Display in GT VuFind Catalog (3) 16

Example of Bib/Hld/Item Record Display in Classic GIL Universal Catalog 17

Example of Bib/Hld/Item Record Display in GIL-Find Universal Catalog (1) 18

Example of Bib/Hld/Item Record Display in GIL-Find Universal Catalog (2) 19

Example of Bib/Hld/Item Record Display in Quick Search 20

Cataloging for Moving Print Collections Into Offsite Service Facility (1) 21

Cataloging for Moving Print Collections Into Offsite Service Facility (2) 22

Cataloging for Moving Print Collections Into Offsite Service Facility – The Role of Cataloger in the 21st Century Academic Library    Develop and implement procedures for moving print collections into Offsite Service Facility; Supervise staff and manage the work for cataloging, physical processing, batch loading, and database maintenance for print collections relocated to Offsite Service Facility and integrated with Emory Libraries’ collections; Serve as the lead in exploring innovative tools and methods in streamlining the processes for the project;     Provide leadership, training, and expertise in cataloging resources in all formats; Prepare records for i) Offsite Service Facility, ii) Inhouse digitization, iii) ASERL Cooperative Journal Retention Project, iv)ASERL Collaborative Federal Depository Program, v) Retrospective conversion, vi) Withdrawn materials, etc.; Solve cataloging problems; Collaborate with stakeholders of the joint projects. 23

The Role of Cataloger as Metadata Librarian in the 21st Century Academic Library METADATA IN RESOURCE DISCOVERY 24

Resource Discovery – Typical Search Interface Source: http://www.library.gatech.edu/ A single search box for searching, browsing, discovery and delivery of all kinds of library resources in multiple arrays of formats, e.g. books, articles, media, etc. through a unified index associated with Web-scale discovery service 25

Resource Discovery – Content Sources (1) Discovery 26

Resource Discovery – Content Sources (2) 27

Resource Discovery – Content Sources (3) 28

Resource Discovery – Stakeholders (NISO RP-19-201x) 29

Resource Discovery – Metadata Schema (NISO RP-19-201x) 30

Resource Discovery – Metadata Elements(NISO RP-19-201x) 31

Resource Discovery – Metadata Elements(NISO RP-19-201x) 32

Resource Discovery – Content Coverage (NISO RP-19-201x) 33

Metadata in Resource Discovery – The Role of Cataloger as Metadata Librarian in the 21st Academic Library 1. Understand what content sources and coverage are, and how metadata aggregated from multiple sources impacts i) collocation of resources by facets; ii) user interface interactions; iii) fairness of linking; iv) relevancy ranking of the discovery service and other discovery tools. 2. Define metadata strategy and collaborate with stakeholders of the discovery service and other discovery tools to i) conform to metadata standards and ii) ensure metadata quality and consistency for search result processing , query processing, linking resolutions, metric reporting, views and other features. 3. Provide leadership in pursuing new opportunities for resource management, access and discovery. 34

Metadata Issues in Resource Discovery (1)  Search results refinement and display ◦ Limit to scholarly (peerreviewed) journals ◦ Limit to catalog only ◦ Limit by publication date ◦ Filter by type ◦ Subject ◦ Language ◦ Publisher ◦ Library location ◦ Collection ◦ Filter by Database       Sort by date and relevance ranking Links to full-text articles, citations, holdin g libraries, etc. via OpenURL and linking resolution services, etc. Automatic query expansion Permalink and bookmark Citation management Reporting (e.g. usage statistics) 35

Metadata Issues in Resource Discovery (2) Does the query expansion expand your query term with other words that best capture your search intent? 36

Metadata Issues in Resource Discovery (3) 37

Metadata Issues in Resource Discovery (4) No full text? 38

Metadata Issues in Resource Discovery (5) Initiate OpenURL Link Resolver for full text linking in library catalog 39

Metadata Issues in Resource Discovery (6) How labeling, mapping, merging, indexing, configuring, and testing are done for content types by the discovery service? Which content type is done better, e.g. journal articles vs. conference proceedings for result set rendering, linking resolution, etc.? Need testing by each type? 40

Metadata Issues in Resource Discovery (7) Computer software -> hit count 1,215,613 Software ->hit count 165,041 41

Metadata Issues in Resource Discovery (8) Richness in LCSH searchable in Quick Search Advanced Search Mode 42

Metadata Issues in Resource Discovery (9) Browse top LC subject headings using Filter by subject? 43

Metadata Issues in Resource Discovery (10) Does the record count make sense in the discovery service and local library systems using title search “Computer”? 44

Metadata Issues in Resource Discovery (11) Does the record count make sense in the discovery service for collections using title search “Computer”? Test by collection? 45

Metadata Issues in Resource Discovery (12) Option to exclude a few databases from the db list 46

Metadata Issues in Resource Discovery (13) Duplicate Duplicate 47

Metadata Issues in Resource Discovery (14) Duplicate Duplicate 48

Metadata Issues in Resource Discovery (15) 49

Metadata Issues in Resource Discovery (16) 50

Metadata Issues in Resource Discovery (17) 51

Metadata Issues in Resource Discovery (18) From a researcher’s perspective, what the discovery service renders and delivers ultimately is the appropriate copies of library content resources that tie with researcher’s task completion assistant. 52

Metadata Issues in Resource Discovery (19) isPartOf 53

Metadata Issues in Resource Discovery (20) Source: http://datalib.library.ualberta.ca/~humphrey/lifecycle-science060308.doc 54

The Role of Cataloger as Metadata Librarian in the 21st Century Academic Library METADATA IN DATA CURATION, INSTITUTIONAL REPOSITORY, AND ERESEARCH ARCHIVE 55

Data Curation Definition “Data curation is the active and ongoing management of data through its lifecycle of interest and usefulness to scholarship, science, and education. Data curation enables data discovery and retrieval, maintains data quality, adds value, and provides for re-use over time through activities including authentication, archiving, management, preservation, and representation.” Source: University of Illinois at Urbana-Champaign. Graduate School of Library and Information Science. Specialization in Data Curation. Retrieved from http://www.lis.illinois.edu/academics/programs/specializations/data_c uration 56

Data Curation Model Source: DataONE’s Data Life Cycle Model 57

Data Curation Model Source: Strasser, C., Cook, R., Michener, W., & Budden, A. Primer on data management: what you always wanted to know. Retrieved from http://www.dataone.org/sites/all/documents/DataONE_BP_Primer_020212.pdf 58

Scholarly Communication & Digital Curation at GT Library Source: http://www.library.gatech.edu/scdc/data_curation_services 59

Assessing Data Curation Needs and Practices at GT Library 1: Research Data Source: https://smartech.gatech.edu/handle/1853/48188 60

Assessing Data Curation Needs and Practices at GT Library 2 – Research Data  “Georgia Tech researchers lack the guidelines, resources, standards, and policies to properly care for their research data“ Source: https://smartech.gate ch.edu/handle/1853/ 48188  “Researchers recognize the importance of documentation and metadata, but few capture this information adequately“ (Rolando, L., Doty, C., Hagenmaier, W., Valk, A., & Parham, S. W., 2013, abstract) 61

Assessing Data Curation Needs and Practices at GT Library 3 – Research Data  “GT Library established the Research Data Project Team to investigate, evaluate, assess, and communicate Georgia Tech researchers' data practices, processes, and outputs.” (Rolando, L., Doty, C., Hagenmaier, W., Valk, A., & Parham, S. W. , 2013, p. 5) “Curation of research data was a natural extension of Library curation services and data curation was designated as [library’s] strategic direction.”  GT Library established SMARTech, a GT institutional repository to support data curation Source: https://smartech.gatech. edu/handle/1853/48188  62

Assessing Data Curation Needs and Practices at GT Library 4 – Research Data “While librarians and repository staff can create metadata to support the discoverability of the datasets and can help normalize the metadata to conform to community standards, researchers themselves must create much of the usability metadata necessary for future reuse – they alone have the knowledge and information that needs to be documented.” (p. 17) “Georgia Tech should invest in the development of a repository for research data, both to facilitate wider access to the data and for preservation. “ (p. 24) “…compliance with institute policies, legal requirements, and ethical standards ” (p. 25) (Rolando, L., Doty, C., Hagenmaier, W., Valk, A., & Parham, S. W. , 2013) Source: https://smartech.gatech.edu/handle/1853/48188 63

Institutional Repository Service Source: https://smartech.gatech.edu/ 64

Content Sources: Disciplinary Metadata for Research Data Source: http://www.dcc.ac.uk/resources/standards 65

Content Sources: Research Data Formats Research data can be in physical and digital formats. The types of research data produced during each stage of research processes can be observational, experimental, simulation, derived or compiled. These data can come in many forms: numerical, text, multimedia, Excel spreadsheet, SPSS, Matlab (.mat) files, websites, datasets, databases, manuscripts, computer software, and simulation models that can be at the size of gigabytes to terabytes of data. The data can be in discipline, instrument and device specific formats. Source: http://dmconsult.library.virginia.edu/plan/format-types/ 66

Purdue Univ. Libraries’ Data Curation Profiles Toolkit Source: http://datacurationprofiles.org/ 67

Purdue Univ. Libraries’ Data Curation Profiles Toolkit Carlson, J. (2010). The Data Curation Profiles Toolkit. User Guide. Purdue University Libraries / Distributed Data Curation Center. 68

Purdue Univ. Libraries’ Data Curation Profiles Toolkit Source: http://datacurationprofiles.org/download 69

Purdue Univ. Libraries’ Data Curation Profiles Toolkit Carlson, J. (2010). The Data Curation Profiles Toolkit. User Guide. Purdue University Libraries / Distributed Data Curation Center. 70

Metadata in Data Curation, Institutional Repository & eResearch Archive – The Role of Cataloger as a Metadata Librarian in the 21st Century Academic Library Learn and lead effort in representation of data such as metadata, data dictionaries, ontologies, and metadata schemas being managed and repurposed  Serve as metadata consultant on research data management initiatives, including collaborating with Data Curation Services and others to evaluate, develop and implement metadata strategy   Develop systems to ensure the quality and consistency of metadata in the discovery service, institutional repository, eReserch Archive, and other core library systems, including authority control and management of controlled vocabularies 71

Metadata Issues in Data Curation & Institutional Repository 1 72

Metadata Issues in Data Curation & Institutional Repository 2 73

Metadata Issues in Data Curation & Institutional Repository 3 74

The Role of Cataloger as a Metadata Librarian in the 21st Century Academic Library METADATA IN DIGITIZATION 75

GT Archives’ Digital Collections Source: http://history.library.gatech.edu/ 76

Images and Description of the Images using DC Metadata in Digital Portal (1) 77

Images and Description of the Images using DC Metadata in Digital Portal (2) 78

Images and Description of the Images using DC Metadata in Digital Portal (3) 79

Images and Description of the Images using DC Metadata in Digital Portal (4) 80

The Description of the Lecture and its Associate Files in SMARTech (1) 81

The Description of the Lecture and its Associate Files in SMARTech (2) 82

The Description of the Lecture and its Associate Files in SMARTech (3) 83

The Description of the Lecture in GT Catalog (VuFind Front End) (1) 84

The Description of the Lecture in GT Catalog (VuFind Front End) (2) 85

Metadata in Digitization – Role of Cataloger as a Metadata Librarian in the 21st Century Academic Library   Collaborate with partners from Archives, Digitization Team, Scholarly Communication & Data Curation Services, and other units to streamline and enhance metadata production Evaluate, adopt and implement appropriate metadata standards and schemas for multiple digital resources of various types and uses residing in disparate systems  Ensure metadata interoperability across digital resources through 1) conforming to metadata standards used in libraries, and 2) implementing systems for metadata quality control consistently across core library systems 86

Digitized Collections – Metadata Issues for a Metadata Librarian in an Academic Library 1 87

Digitized Collections – Metadata Issues for a Metadata Librarian in an Academic Library 2 88

Digitized Collections – Metadata Issues for a Metadata Librarian in an Academic Library 3 89

Digitized Collections – Metadata Issues for a Metadata Librarian in an Academic Library 4 90

91

References Association of Southeastern Research Libraries. ASERL and TRLN create archiving partnership [Press release]. (2012, January 9). Retrieved from http://www.aserl.org/wpcontent/uploads/2012/01/ASERL_TRLN_Create_Archiving_Partnership.pdf Association of Southeastern Research Libraries. Overview of ASERL’s collaborative Federal Depository Program. Retrieved from http://www.aserl.org/programs/govdoc/program-overview/ Blomer, J. and Ginger, K. (2013). NSDL_DC metadata guidelines. Retrieved from https://wiki.ucar.edu/display/nsdldocs/nsdl_dc Carlson, J. (2010). The Data Curation Profiles Toolkit. User guide. Purdue University Libraries / Distributed Data Curation Center. Carpineto, C., & Romano, G. (2012). A survey of automatic query in information retrieval. ACM Computing Surveys, 1-50. doi:10.1145/2071389.2071390 Data Management Consulting Group, University of Virginia Library. File formats and data types. Retrieved from http://dmconsult.library.virginia.edu/plan/format-types/ DCC (Data Curation Center (U.K.)). Disciplinary metadata. Retrieved from http://www.dcc.ac.uk/resources/standards Deng, S. (2010). Optimizing workflow through metadata repurposing and batch processing. Journal of Library Metadata, 10 (4). doi:10.1080/19386389.2010.524862 92

References (Continued) Dietrich, D. (2010). Metadata management in a data staging repository. Journal of Library Metadata, 10(2-3), 79-98. doi: 10.1080/19386389.2010.506376 Eklund, J. (2012). Cultural objects digitization planning: metadata overview. VRA Bulletin 38(1), A4. Georgia Institute of Technology. Library and Information Center. Collection Acquisitions and Management. (2010). Annual report 2009/2010. Retrieved from http://hdl.handle.net/1853/45440 Georgia Institute of Technology. Library and Information Center. Archives Digital Portal. Retrieved from http://history.library.gatech.edu/ Georgia Institute of Technology. Library and Information Center. Data Curation Services. (2014). Retrieved from http://www.library.gatech.edu/scdc/data_curation_services Georgia Institute of Technology. Library and Information Center. Library fact sheet 2009. Retrieved from http://library.gatech.edu/about/FactSheet2009.pdf Georgia Institute of Technology. Library and Information Center. (2014). Research Guides. College of Computing. Books and eBooks. Retrieved from http://libguides.gatech.edu/content.php?pid=78752&sid=1172509 93

References (Continued) Georgia Institute of Technology. Library and Information Center. (2014). Job opportunities: metadata librarian & cataloging unit head. Retrieved from http://www.library.gatech.edu/about/jobs.php#meta Georgia Institute of Technology. Library and Information Center. (2014). Georgia Tech Library Renewal Project. Retrieved from http://renewal.library.gatech.edu/ Georgia Institute of Technology. Library and Information Center. (2014). SMARTech: Scholarly Materials and Research at Tech. Retrieved from https://smartech.gatech.edu/ Humphrey, C. (2006). E-Science and the life cycle of research. Retrieved from http://datalib.library.ualberta.ca/~humphrey/lifecycle-science060308.doc KBART Phase II Working Group. (2013). Knowledge bases and related tools (KBART): recommended practice (NISO RP-9-201x). Meyer, E. T., Madson, C., & Fry, J. (2010). Digital resources and the future of libraries. In W. H. Dutton & P. W. Jeffreys (Eds.), World wide research: Reshaping the sciences and humanities, (pp. 83-97). Cambridge, MA: The MIT Press. Minervaeurope, T.G. (2008, Sept.). MINERVA technical guidelines for digital cultural content creation programmes: version 2.0. Retrieved from http://www.minervaeurope.org/publications/MINERVA%20TG%202.0.pdf 94

References (Continued) Myntti, J., & Cothran, N. (2013). Authority control in a digital repository: preparing for linked data. Journal of Library Metadata, 13(2-3), 95-113. doi: 10.1080/19386389.2013.826061 NISO. (2004). Understanding metadata. Retrieved from http://www.niso.org/publications/press/UnderstandingMetadata.pdf Open Discovery Initiative Working Group. (2013). Open discovery initiative: promoting transparency in discovery (NISO RP-19-201x). Retrieved from NISO Website: http://www.niso.org/apps/group_public/download.php/11606/rp-19201x_ODI_draft_for_comments_final.pdf OCLC. (2013, June 20). Best practice for CONTENTdm and other OAI-PMH compliant repositories: creating sharable metadata. Version 3.1. Retrieved from http://www.oclc.org/content/dam/support/wcdigitalcollectiongateway/MetadataBest Practices.pdf Rolando, L., Doty, C., Hagenmaier, W., Valk, A., & Parham, S. W. (2013). Institutional readiness for data stewardship: Findings and recommendations from the Georgia Tech research data assessment (Technical report). Retrieved from https://smartech.gatech.edu/handle/1853/48188 95

References (Continued) Purdue University Libraries. Data Curation Profiles Toolkit. Retrieved from http://datacurationprofiles.org/ Ritze, D., & Boland, K. (2013). Integration of research data and research data links into library catalogues. Proceedings of International Conference on Dublin Core and Metadata Applications. Retrieved from http://dcevents.dublincore.org/IntConf/dc2013/paper/view/156/74 Strasser, C., Cook, R., Michener, W., & Budden, A. Primer on data management: what you always wanted to know. Retrieved from http://www.dataone.org/sites/all/documents/DataONE_BP_Primer_0 20212.pdf University of Illinois at Urbana-Champaign. Graduate School of Library and Information Science. Specialization in Data Curation. Retrieved from http://www.lis.illinois.edu/academics/programs/specializations/data_c uration 96

References (Continued) Waard, A. (2013, May 16). The evolution of research data: some thoughts, and a few pilots in data curation. In The evolution of research data: strategies for curation and data management. Meeting conducted at University of Virginia, Charlottesville, Virginia. Retrieved from http://dmconsult.library.virginia.edu/SciDaC/files/2013/03/Charlottesville2013Final.pptx Xu, A. (1997). Metadata conversion and the library OPAC. Serials Librarian, v. 33 (1-4). Retrieved from http://archive.ifla.org/documents/libraries/cataloging/metadata/xu.pdf Xu, A. (2009, March 11). Subject access enhancement via FocusOn Search and CategoryMap: an integrated approach for discovery of university resources and libraries on the Web. PowerPoint Presentation at 2009 Serials Solutions Workshop, Seattle, WA. Retrieved from http://www.slideshare.net/elephantsmith/subject-accessenhancement-focuson-search-and-categorymap-an-integrated-approach-for-discoveryof-university-resources-and-library-on-the-web-7211376 Yasser, C. (2011). An analysis of problems in metadata records. Journal of Library Metadata, 11, 51-62. Zeng, M. L., Lee, J. & Hayes, A.F. (2009). Metadata decisions for digital libraries: a survey report. Journal of Library Metadata, 9, 173-193. doi:10.108/19386380903405074 97

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