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WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data about Data Dot Porter, DHO Metadata Manager 10 March 2009

WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

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Page 1: WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 1

A project of the

Introduction to Metadata

Working with Data about DataDot Porter, DHO Metadata Manager

10 March 2009

Page 2: WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 2

What is metadata?

Metadata is… data about data!(from the Greek preposition μετά meaning "after” or "with”)

Basically, metadata is any kind of information that describes something else.

In the context of today’s workshop, Metadata is descriptive information about digital resources: • individual files• collections of files (or: relationships among files)• complete projects (or: relationships among files and collections)

Page 3: WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 3

What is metadata?In the context of today’s workshop, Metadata is descriptive information about digital resources: • individual files• collections of files• complete projects

Metadata may describe (e.g.)• the content of a photograph• the photograph itself• the digital version of that same photograph• the relationship between that photograph and other photographs or texts, etc.

We’ll come back to this!

Page 4: WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 4

Why metadata?

Digitization does not equal access. The mere act of creating digital copies of collection materials does not make those materials findable, understandable, or utilizable to our ever-expanding audience of online users. But digitization combined with the creation of carefully crafted metadata can significantly enhance end-user access; and our users are the primary reason that we create digital resources.”

“Hardware and software come and go—sometimes becoming obsolete with alarming rapidity—but high-quality, standards-based, system-independent metadata can be used, reused, migrated, and disseminated in any number of ways, even in ways that we cannot anticipate at this moment.

Digitization does not equal access. The mere act of creating digital copies of collection materials does not make those materials findable, understandable, or utilizable to our ever-expanding audience of online users. But digitization combined with the creation of carefully crafted metadata can significantly enhance end-user access; and our users are the primary reason that we create digital resources.”

From the “Introduction” to Introduction to Metadata, Online Edition, Version 3.0 <http://www.getty.edu/research/conducting_research/standards/intrometadata>

“Hardware and software come and go—sometimes becoming obsolete with alarming rapidity—but high-quality, standards-based, system-independent metadata can be used, reused, migrated, and disseminated in any number of ways, even in ways that we cannot anticipate at this moment.

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 5

Different ways of thinking about metadata

• Authoritative vs. user-created• Different types of metadata to describe

various aspects of the same thing• Ontologies, taxonomies, vocabularies• Metadata standards and formats

More about DHO recommendations this afternoon!

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Authoritative metadata

• AKA ‘top-down’• Created by project team• Formalized; focus on control• Specialists in (at least one aspect of) the

field• Focus and coverage will depend on the

requirements of the project and repository

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 7

User-created metadata

• AKA ‘bottom-up’• Social tagging• May be open or within a community• Less focused; what the “tagging public”

sees• Generally less structured, not

prescriptive7 April 2009: Introduction to Semantic Web

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 8

Types of metadata• Descriptive: Facilitates discovery and describes

intellectual content• Administrative: Facilitates management of digital

and analog resources• Technical: Describes the technical aspects of the

digital object• Structural: Describes the relationships within a

digital object• Preservation: Supports long-term retention of the

digital object and may overlap with technical, administrative, and structural metadata

From Best Practice Guidelines for Digital Collections at University of Maryland Libraries, edited by Susan Schreibman <http://www.lib.umd.edu/dcr/publications/best_practice.pdf>

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 9

Types of metadata• Descriptive: Facilitates discovery and describes

intellectual content• Administrative: Facilitates management of digital

and analog resources• Technical: Describes the technical aspects of the

digital object• Structural: Describes the relationships within a

digital object• Preservation: Supports long-term retention of the

digital object and may overlap with technical, administrative, and structural metadata

From Best Practice Guidelines for Digital Collections at University of Maryland Libraries, edited by Susan Schreibman <http://www.lib.umd.edu/dcr/publications/best_practice.pdf>

Page 10: WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 10

Descriptive metadata

It is always necessary to differentiate between the description of…

• Content• Source (if there is one!)• Digital file/object For born-digital

objects, the digital object is the source

Page 11: WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 11

Content:• a painting• a sculpture• a text• a building

Source:• paper photograph of a painting or a building• sketch of a sculpture• a manuscript, containing a text

Digital file/object:• scan or digital photo of a paper photograph• scan or digital photo of a sketch of a sculpture• scan or digital photo of a manuscript• born-digital photo of a building

microfilm of a manuscript that is itself scanned… both manuscript and microfilm are “source”

No “source” – digital image is taken directly

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 12

Administrative metadata

• Facilitates management of files• Describes the creation/derivation of files– Responsible Individuals and institutions– Dates– Locations

• Technical specifications (e.g., file size, file format)

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 13

Structural metadata

• Describes/defines relationships between and among files

• AKA describing collections• AKA describing projects

Identifying what collection or project a file belongs to

Identifying what files belong to which collection or project

Identifying what project a collection belongs to

Relationships are usually, but need not be, 1:1

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 14

Ontologies, taxonomies, controlled vocabularies

• Controlled vocabulary: a list of terms• Taxonomy: a collection of controlled

vocabulary terms organized into a hierarchical structure

• Ontology: a formal representation of a set of concepts within a domain, and the relationships between these concepts

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Ontologies, taxonomies, controlled vocabularies

• Concepts separate from format• Created by scholarly communities,

learned bodies, projects, etc.• Whenever possible, use what is available

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 16

Controlled vocabulary

• Controlled list of explicitly enumerated terms

• Unambiguous definitions for each term1. If the same term is commonly used to mean

different concepts in different contexts, then its name is explicitly qualified to resolve this ambiguity.

2. If multiple terms are used to mean the same thing, one of the terms is identified as the preferred term in the controlled vocabulary and the other terms are listed as synonyms or aliases.

Internet Assigned Numbers Authority Language Subtag Registry (http://www.iana.org/assignments/language-subtag-registry)

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Taxonomy

• Controlled vocabulary, hierarchical structure

• Terms in parent-child relationships with one another

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 18

Ontology

Similar to a taxonomy (terms are sometimes interchanged), the difference is philosophical

An Ontology is developed to reason about a domain, and may be used to define a domain

CIDOC Conceptual Reference Model (http://cidoc.ics.forth.gr/)

• Represents the concepts that make up a domain

• Controlled vocabulary• Hierarchical

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 19

Metadata standards and formats

The first questions of metadata:• What do we want to describe?• How to we want to describe it?

Using accepted standards, expressed in widely-used or easily mapped formats, will ensure that our metadata is accessible.

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 20

Metadata standards

• Standards are widely-used (hence standard) prescriptive recommendations guiding– Defining fields: “name” “title” “identifier”

“subject” “physicalDescription” “location”– Structure and hierarchy within the

metadata itself– Controlled vocabularies

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 21

Metadata formats

• Extensible Markup Language (XML)– Allows for combining and interoperability– XML flexibility

• Any other conceivable format– MS Word? PDF? Post-it notes?

– Excel, FileMaker Pro, Access DB, CSV

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 22

In some but not all cases, the semantics of metadata is separate from the format of metadata

Identifier: 0-89236-361-4Creator: Howard BesserCreator: Jennifer TrantTitle: Introduction to Imaging: Issues in Constructing an Image DatabasePublisher: The Getty Art History Information ProgramDate: 1995Subject: Image processing—Digital techniques

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WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 23

Metadata mapping

• Moving metadata from one standard/format to another standard/format

• Not always pretty…

Page 24: WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 24

Metadata mapping

• Moving metadata from one standard/format to another standard/format

• Not always pretty…

• Important: base the design of your project metadata on an existing standard, and plan it out ahead of time!

Page 25: WORKING WITH DATA ABOUT DATA: Introduction to Metadata 10.03.2009 | Ms Dot Porter| slide 1 A project of the Introduction to Metadata Working with Data

WORKING WITH DATA ABOUT DATA: Introduction to Metadata10.03.2009 | Ms Dot Porter| slide 25

How much is enough?

Just because it’s there doesn’t mean you have to use it!

Standards are great!

Open Access (not magic, a bit scary, but very useful)

ROBUSTROBUST

YOUR NEEDS ARE NOT NECESSARILY EVERYONE ELSE’S – AND THAT IS OKAY!