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Metadata for
Visual Resources
Jenn Riley
Head, Carolina Digital Library and Archives
The University of North Carolina at Chapel Hill
SEI 2011

6/9/2011

How in the world am I
supposed to deal with this?!?

2
6/9/2011
SEI 2011

Don’t panic. You can make
good decisions with the right
information.
We’ll begin with some theory,
and then move on to practice.

3
SEI 2011

• “Data about data”
• “Structured information about an information
resource of any media type or format.” (Caplan)
• “Structured information that describes, explains,
locates, or otherwise makes it easier to retrieve,
use, or manage an information resource.” (NISO)
• “Metadata is constructed, constructive, and
actionable.” (Coyle)
•…

6/9/2011

Many definitions of metadata

4
SEI 2011

• Other characteristics
• Structure
• Control
• Origin
• Machine-generated
• Human-generated
• The difference between data, metadata, and
meta-metadata is often one of perspective

6/9/2011

Refining a definition

5
Slide labels
Online catalogs

Finding aids
R
e
g
i

V
R
d
Inventories
a
t
a
b
a
s

SEI 2011

Catalog cards

6/9/2011

Some uses of metadata in
cultural heritage institutions

6
Some types of metadata
Type

Use

Technical metadata

Interoperability
Digital object management
Preservation

Preservation metadata

Interoperability
Preservation

Rights metadata

Interoperability
Digital object management

Structural metadata

Navigation

6/9/2011

Searching
Browsing
Display
Interoperability

SEI 2011

Descriptive metadata

7
SEI 2011

6/9/2011

Metadata in action

Descriptive metadata
Technical metadata

Rights metadata

Navigating between
multiple views of the
same image would be
structural metadata.

8
We’ll primarily talk
about descriptive
metadata today

SEI 2011

The lines between these
types are rarely clear

6/9/2011

But…

9
SEI 2011

6/9/2011

And you also need to know about…

10

Chart by Elings & Waibel, “Metadata for All” <http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/1628/1543>
General principles to apply

• Look to the community for best practices
• Know why you’re doing something a certain way
• Display, search, browse
• Current and reasonable future discovery needs
• If it’s not immediately justifiable, ask the hard questions

• Avoid the temptation to over-describe
• Document your decisions
• Consider uses of your metadata beyond your local system

SEI 2011

• Art images vs. documentary images
• Pedagogical vs. museum object management vs. archival

6/9/2011

• Tie your choice of standards to your purpose

11
Let’s look at some options.

6/9/2011
SEI 2011

So now what?

12
•
•
•
•
•
•

VRA Core
CDWA
CDWA Lite
MARC
MODS
Dublin Core

• Data structure
(technical)
• MIX

SEI 2011

• Data structure
(descriptive)

6/9/2011

Some metadata standards of
use to VR professionals

• Data content
• CCO
• AACR2/RDA
• DACS
13
SEI 2011

6/9/2011

MIX technical metadata

14
Caveat: this example is MIX 1.0, and the current version is 2.0.
SEI 2011

• Not many do, actually
• Most of it should be automatically generated
• Few if any systems the VR community uses
support it
• Much more common in the “digital library”
world, for long-term preservation purposes

6/9/2011

Using MIX

15
SEI 2011

6/9/2011

CCO content standard

16
From http://cco.vrafoundation.org/
• Try to constrain the full standard for your local implementation
• Don’t fret too much if your case isn’t covered or you find it
ambiguous

SEI 2011

• It’s OK to pick and choose when to apply it
• It’s just a set of rules (that humans wrote) and therefore is
wide open to interpretation

6/9/2011

Using a content standard

• Provided examples are useful, but they’re not the rules
• Alternatives to CCO
• AACR2/RDA if you want a more “bibliographic” approach
• DACS if you want a more archival approach, focusing on the
description of whole collections rather than individual items
17
SEI 2011

• THIS is the metadata structure standard that you really
need to know
• Designed by visual resources specialists
• Distinguishes between collection, work, and image
• Schemas for “unrestricted” and “restricted” versions
• Provides for values for both display and indexing
• This isn’t common in other metadata standards
• Focus on creation, style, culture
• Best used on collections of reproductions of works of art
& architecture

6/9/2011

Visual Resources Association
Core Categories (VRA Core)

18
6/9/2011
SEI 2011

19
This record
in XML
Let’s practice!

Author: Ange Francois

SEI 2011

Date: Unknown but not later than
1867

6/9/2011

Description: "Good memories" by
Ange Francois, Belgian painter (18001867)

Don’t worry about data
values for now; we’ll get
to that in a bit.
20
http://commons.wikimedia.org/wiki/
File:MemoriesAngeFrancois.jpeg
SEI 2011

• Strong museum, curatorial focus
• Strong on culture, physical location
• Meant to describe original works, not surrogates or
reproductions
• Best used for unique materials owned and managed by your
institution
• Base metadata format for many museum collection
management systems
• No formally specified encoding, but recommends storing data
in a relational structure
• Guidelines are nearly as prescriptive as a content standard

6/9/2011

Categories for the Description
of Works of Art (CDWA)

21
22

SEI 2011

6/9/2011
And again…

Author: Ange Francois

SEI 2011

Date: Unknown but not later than
1867

6/9/2011

Description: "Good memories" by
Ange Francois, Belgian painter (18001867)

Don’t worry about data
values for now; we’ll get
to that in a bit.
23
http://commons.wikimedia.org/wiki/
File:MemoriesAngeFrancois.jpeg
CDWA Derivatives

• Light Information Describing Object (LIDO)
• Expansion of CDWA Lite
• Combined with museumdat

SEI 2011

• In XML
• For data sharing

6/9/2011

• CDWA Lite = Simplified version of the full CDWA

24
• You wanted discovery through the library catalog
• Your unit is an integral part of an academic library system and
does not invest in an image database for teaching

• You can do it, but it’s not a great fit
• MARCXML sometimes used when MARC exists but an XML
form is needed
• I won’t suggest that we do a MARC exercise here. (Woohoo!)

SEI 2011

• Used in library catalogs
• Might use if

6/9/2011

MARC

25
SEI 2011

• Still “bibliographic” in nature
• No natural places for some data elements, such as cultural
origin of an object
• Doesn’t make work vs. image distinction
• Might use if:

6/9/2011

Metadata Object Description
Schema (MODS)

• You’re integrating your VR material material into a wider digital
library context
• You are describing documentary images rather than art images
• You already have a system that can handle it
26
And again…

Author: Ange Francois

SEI 2011

Date: Unknown but not later than
1867

6/9/2011

Description: "Good memories" by
Ange Francois, Belgian painter (18001867)

Don’t worry about data
values for now; we’ll get
to that in a bit.
27
http://commons.wikimedia.org/wiki/
File:MemoriesAngeFrancois.jpeg
SEI 2011

• An extremely basic metadata structure standard, originally
developed for documents on the web
• Intended to be core across all resource domains
• This is the format used for the OAI-PMH metadata sharing
protocol
• Rarely if ever used as a native metadata format in the cultural
heritage sector

6/9/2011

Simple Dublin Core

28
Qualified Dublin Core

• Native format in some digital library systems
• DSpace
• CONTENTdm

SEI 2011

• Additional elements
• Element qualifiers
• Syntax encoding schemes

6/9/2011

• A more robust version of simple Dublin Core

• Might use if:
• You’re integrating your VR material material into a wider digital
library context
• You are describing documentary images rather than art images
• You already have a system that can handle it

29
And again…

Author: Ange Francois

SEI 2011

Date: Unknown but not later than
1867

6/9/2011

Description: "Good memories" by
Ange Francois, Belgian painter (18001867)

Don’t worry about data
values for now; we’ll get
to that in a bit.
30
http://commons.wikimedia.org/wiki/
File:MemoriesAngeFrancois.jpeg
Let’s think more carefully about
what goes in those fields.

6/9/2011
SEI 2011

But that’s only
the first step.

Content standards + vocabulary control
31
SEI 2011

• Also known as:
• Controlled vocabularies
• Authority control
• Use it for fields where:
• You want browseability
• Many different resources will have the same value in a
field
• One thing might be known by different names and it
would be useful to discover those things together

6/9/2011

Vocabulary control

32
6/9/2011
SEI 2011

Which fields in VRA core would
benefit from vocabulary control?

33
SEI 2011

Most have a mechanism for new terms to
be proposed

6/9/2011

Controlled vocabularies are highly
specialized – other communities may have
some that are useful for you

Let’s look at some
controlled vocabularies
useful for VR collections
34
SEI 2011

6/9/2011

Art & Architecture Thesaurus
(AAT)

35
SEI 2011

6/9/2011

Thesaurus for Geographic
Names (TGN)

36
SEI 2011

6/9/2011

Union List of Artists’ Names
(ULAN)

37
•
•
•
•
•
•

Creator
Creation date
Measurements
Materials
Current location
Etc.

SEI 2011

• Forthcoming 2012 from Getty vocabularies
• Will include records at several different levels: item, group,
collection, etc
• Accepting contributions now
• Records may include:

6/9/2011

Cultural Objects Name
Authority (CONA)

38
SEI 2011

6/9/2011

Thesaurus for Graphic
Materials (TGM) I & II

39
VRA Work Title ≈ CDWA Title Text ≈ MODS <titleInfo><title>

A documented crosswalk lays the
groundwork for automatically
transforming metadata from one
structure standard into another.

SEI 2011

Surprise! You’ve done some
of this already today.

6/9/2011

Metadata mapping

40
SEI 2011

6/9/2011

Much mapping work pre-exists
for you

How does our work matching
up data between metadata
41
formats compare to this?
http://www.getty.edu/research/publications/electronic_publications/intrometadata/crosswalks.html
SEI 2011

• Let’s think about some additional implementation issues:
• Store metadata internal to an image file or externally?
• Store natively in XML or in a relational database or
some other way?
• How widely can/will you share your metadata?
• What will your workflow look like?

6/9/2011

And that’s not all!

• Description vs. authority control
• Digitize first or describe first?
• Is there any pre-existing metadata you can reuse?

• What can you to in today’s implementation to make
migration to future systems easier?

42
SEI 2011

• All of the systems you heard about earlier this week have
limitations. (Sorry.)
• Be informed so you can push where reasonable, and
contribute effectively to system selection and
implementation process
• Be careful about hacking your data to accommodate a
local system quirk

6/9/2011

Your interaction with the
system

43
SEI 2011

• There’s an active metadata community to talk with
• Increasingly catalogers are working closely with technical
staff
• Get some hands on practice!
• I’d be happy to talk further: jennriley@unc.edu

6/9/2011

What’s next?

44
This work by Jenn Riley is licensed under a Creative Commons Attribution-NonCommercialShareAlike 3.0 Unported License.

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Metadata for Visual Resources

  • 1. Metadata for Visual Resources Jenn Riley Head, Carolina Digital Library and Archives The University of North Carolina at Chapel Hill
  • 2. SEI 2011 6/9/2011 How in the world am I supposed to deal with this?!? 2
  • 3. 6/9/2011 SEI 2011 Don’t panic. You can make good decisions with the right information. We’ll begin with some theory, and then move on to practice. 3
  • 4. SEI 2011 • “Data about data” • “Structured information about an information resource of any media type or format.” (Caplan) • “Structured information that describes, explains, locates, or otherwise makes it easier to retrieve, use, or manage an information resource.” (NISO) • “Metadata is constructed, constructive, and actionable.” (Coyle) •… 6/9/2011 Many definitions of metadata 4
  • 5. SEI 2011 • Other characteristics • Structure • Control • Origin • Machine-generated • Human-generated • The difference between data, metadata, and meta-metadata is often one of perspective 6/9/2011 Refining a definition 5
  • 6. Slide labels Online catalogs Finding aids R e g i V R d Inventories a t a b a s SEI 2011 Catalog cards 6/9/2011 Some uses of metadata in cultural heritage institutions 6
  • 7. Some types of metadata Type Use Technical metadata Interoperability Digital object management Preservation Preservation metadata Interoperability Preservation Rights metadata Interoperability Digital object management Structural metadata Navigation 6/9/2011 Searching Browsing Display Interoperability SEI 2011 Descriptive metadata 7
  • 8. SEI 2011 6/9/2011 Metadata in action Descriptive metadata Technical metadata Rights metadata Navigating between multiple views of the same image would be structural metadata. 8
  • 9. We’ll primarily talk about descriptive metadata today SEI 2011 The lines between these types are rarely clear 6/9/2011 But… 9
  • 10. SEI 2011 6/9/2011 And you also need to know about… 10 Chart by Elings & Waibel, “Metadata for All” <http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/1628/1543>
  • 11. General principles to apply • Look to the community for best practices • Know why you’re doing something a certain way • Display, search, browse • Current and reasonable future discovery needs • If it’s not immediately justifiable, ask the hard questions • Avoid the temptation to over-describe • Document your decisions • Consider uses of your metadata beyond your local system SEI 2011 • Art images vs. documentary images • Pedagogical vs. museum object management vs. archival 6/9/2011 • Tie your choice of standards to your purpose 11
  • 12. Let’s look at some options. 6/9/2011 SEI 2011 So now what? 12
  • 13. • • • • • • VRA Core CDWA CDWA Lite MARC MODS Dublin Core • Data structure (technical) • MIX SEI 2011 • Data structure (descriptive) 6/9/2011 Some metadata standards of use to VR professionals • Data content • CCO • AACR2/RDA • DACS 13
  • 14. SEI 2011 6/9/2011 MIX technical metadata 14 Caveat: this example is MIX 1.0, and the current version is 2.0.
  • 15. SEI 2011 • Not many do, actually • Most of it should be automatically generated • Few if any systems the VR community uses support it • Much more common in the “digital library” world, for long-term preservation purposes 6/9/2011 Using MIX 15
  • 16. SEI 2011 6/9/2011 CCO content standard 16 From http://cco.vrafoundation.org/
  • 17. • Try to constrain the full standard for your local implementation • Don’t fret too much if your case isn’t covered or you find it ambiguous SEI 2011 • It’s OK to pick and choose when to apply it • It’s just a set of rules (that humans wrote) and therefore is wide open to interpretation 6/9/2011 Using a content standard • Provided examples are useful, but they’re not the rules • Alternatives to CCO • AACR2/RDA if you want a more “bibliographic” approach • DACS if you want a more archival approach, focusing on the description of whole collections rather than individual items 17
  • 18. SEI 2011 • THIS is the metadata structure standard that you really need to know • Designed by visual resources specialists • Distinguishes between collection, work, and image • Schemas for “unrestricted” and “restricted” versions • Provides for values for both display and indexing • This isn’t common in other metadata standards • Focus on creation, style, culture • Best used on collections of reproductions of works of art & architecture 6/9/2011 Visual Resources Association Core Categories (VRA Core) 18
  • 20. Let’s practice! Author: Ange Francois SEI 2011 Date: Unknown but not later than 1867 6/9/2011 Description: "Good memories" by Ange Francois, Belgian painter (18001867) Don’t worry about data values for now; we’ll get to that in a bit. 20 http://commons.wikimedia.org/wiki/ File:MemoriesAngeFrancois.jpeg
  • 21. SEI 2011 • Strong museum, curatorial focus • Strong on culture, physical location • Meant to describe original works, not surrogates or reproductions • Best used for unique materials owned and managed by your institution • Base metadata format for many museum collection management systems • No formally specified encoding, but recommends storing data in a relational structure • Guidelines are nearly as prescriptive as a content standard 6/9/2011 Categories for the Description of Works of Art (CDWA) 21
  • 23. And again… Author: Ange Francois SEI 2011 Date: Unknown but not later than 1867 6/9/2011 Description: "Good memories" by Ange Francois, Belgian painter (18001867) Don’t worry about data values for now; we’ll get to that in a bit. 23 http://commons.wikimedia.org/wiki/ File:MemoriesAngeFrancois.jpeg
  • 24. CDWA Derivatives • Light Information Describing Object (LIDO) • Expansion of CDWA Lite • Combined with museumdat SEI 2011 • In XML • For data sharing 6/9/2011 • CDWA Lite = Simplified version of the full CDWA 24
  • 25. • You wanted discovery through the library catalog • Your unit is an integral part of an academic library system and does not invest in an image database for teaching • You can do it, but it’s not a great fit • MARCXML sometimes used when MARC exists but an XML form is needed • I won’t suggest that we do a MARC exercise here. (Woohoo!) SEI 2011 • Used in library catalogs • Might use if 6/9/2011 MARC 25
  • 26. SEI 2011 • Still “bibliographic” in nature • No natural places for some data elements, such as cultural origin of an object • Doesn’t make work vs. image distinction • Might use if: 6/9/2011 Metadata Object Description Schema (MODS) • You’re integrating your VR material material into a wider digital library context • You are describing documentary images rather than art images • You already have a system that can handle it 26
  • 27. And again… Author: Ange Francois SEI 2011 Date: Unknown but not later than 1867 6/9/2011 Description: "Good memories" by Ange Francois, Belgian painter (18001867) Don’t worry about data values for now; we’ll get to that in a bit. 27 http://commons.wikimedia.org/wiki/ File:MemoriesAngeFrancois.jpeg
  • 28. SEI 2011 • An extremely basic metadata structure standard, originally developed for documents on the web • Intended to be core across all resource domains • This is the format used for the OAI-PMH metadata sharing protocol • Rarely if ever used as a native metadata format in the cultural heritage sector 6/9/2011 Simple Dublin Core 28
  • 29. Qualified Dublin Core • Native format in some digital library systems • DSpace • CONTENTdm SEI 2011 • Additional elements • Element qualifiers • Syntax encoding schemes 6/9/2011 • A more robust version of simple Dublin Core • Might use if: • You’re integrating your VR material material into a wider digital library context • You are describing documentary images rather than art images • You already have a system that can handle it 29
  • 30. And again… Author: Ange Francois SEI 2011 Date: Unknown but not later than 1867 6/9/2011 Description: "Good memories" by Ange Francois, Belgian painter (18001867) Don’t worry about data values for now; we’ll get to that in a bit. 30 http://commons.wikimedia.org/wiki/ File:MemoriesAngeFrancois.jpeg
  • 31. Let’s think more carefully about what goes in those fields. 6/9/2011 SEI 2011 But that’s only the first step. Content standards + vocabulary control 31
  • 32. SEI 2011 • Also known as: • Controlled vocabularies • Authority control • Use it for fields where: • You want browseability • Many different resources will have the same value in a field • One thing might be known by different names and it would be useful to discover those things together 6/9/2011 Vocabulary control 32
  • 33. 6/9/2011 SEI 2011 Which fields in VRA core would benefit from vocabulary control? 33
  • 34. SEI 2011 Most have a mechanism for new terms to be proposed 6/9/2011 Controlled vocabularies are highly specialized – other communities may have some that are useful for you Let’s look at some controlled vocabularies useful for VR collections 34
  • 35. SEI 2011 6/9/2011 Art & Architecture Thesaurus (AAT) 35
  • 36. SEI 2011 6/9/2011 Thesaurus for Geographic Names (TGN) 36
  • 37. SEI 2011 6/9/2011 Union List of Artists’ Names (ULAN) 37
  • 38. • • • • • • Creator Creation date Measurements Materials Current location Etc. SEI 2011 • Forthcoming 2012 from Getty vocabularies • Will include records at several different levels: item, group, collection, etc • Accepting contributions now • Records may include: 6/9/2011 Cultural Objects Name Authority (CONA) 38
  • 39. SEI 2011 6/9/2011 Thesaurus for Graphic Materials (TGM) I & II 39
  • 40. VRA Work Title ≈ CDWA Title Text ≈ MODS <titleInfo><title> A documented crosswalk lays the groundwork for automatically transforming metadata from one structure standard into another. SEI 2011 Surprise! You’ve done some of this already today. 6/9/2011 Metadata mapping 40
  • 41. SEI 2011 6/9/2011 Much mapping work pre-exists for you How does our work matching up data between metadata 41 formats compare to this? http://www.getty.edu/research/publications/electronic_publications/intrometadata/crosswalks.html
  • 42. SEI 2011 • Let’s think about some additional implementation issues: • Store metadata internal to an image file or externally? • Store natively in XML or in a relational database or some other way? • How widely can/will you share your metadata? • What will your workflow look like? 6/9/2011 And that’s not all! • Description vs. authority control • Digitize first or describe first? • Is there any pre-existing metadata you can reuse? • What can you to in today’s implementation to make migration to future systems easier? 42
  • 43. SEI 2011 • All of the systems you heard about earlier this week have limitations. (Sorry.) • Be informed so you can push where reasonable, and contribute effectively to system selection and implementation process • Be careful about hacking your data to accommodate a local system quirk 6/9/2011 Your interaction with the system 43
  • 44. SEI 2011 • There’s an active metadata community to talk with • Increasingly catalogers are working closely with technical staff • Get some hands on practice! • I’d be happy to talk further: jennriley@unc.edu 6/9/2011 What’s next? 44 This work by Jenn Riley is licensed under a Creative Commons Attribution-NonCommercialShareAlike 3.0 Unported License.

Editor's Notes

  • #20: Things to point out:* Work and image in separate records*Separate elements for display and indexing values*Use of controlled vocabularies*Connections to research relevant to the work
  • #41: Mappings performed via XSLT, or a full programming language.
  • #43: Have a group discussion about these issues.