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Key Data & Common Problems
Payton Metadata and Discoverability
Product Metadata Best Practices
• Improve accuracy of product data
• Increase efficiency between trading
partners
• Make content more discoverable
Benefits for Industry
• Proliferation of use
– Beyond ONIX
– Quoted by senders/recipients
– Internally at publishers
• Next generation of document being built
now
Top 5 fields
Best Practices:
• From the Title page; do not include format, edition,
other values
• Properly field lead articles
• Series/Sets & volume numbers in their specifically
defined fields
Why: Critical for discovery, marketing
What we see:
• Inappropriate fielding of subtitle, series, formats, vol.
numbers, etc.
• Improper formatting: lead articles, abbreviations, truncations,
translations
180
days
Issue Title Subtitle Series/Collection
Format The	First	Phone	Call	From	
Heaven	CD
Trailing	Lead	
Article
Brief	Guide	- Global	
Warming,	A
Translation	as	
Subtitle
Mas	Alla Del	Escandalo (Beyond	the	Scandal)
Subtitle,	Edition This	Heart	Within	Me	Burns	
– From	Bedlam	to	Benidorm
(Revised	&	Updated)
Edition	Number Introduction	to	
Documentary,	Second	
Edition
Series,	Subtitle Sherlock	Holmes	
Investigates
The	Lascar's	Fate Sherlock	Holmes	
Investigates
Series	Number #06	Sherlock	Holmes	and	
the	Adventure	of	the	Sussex	
Vampire
Best Practices:
• Use specific name components: Key Name, Name
Before Key, Suffix, Prefix, Title, etc.
• Specify if contributors are not named
Why: Critical for discovery, marketing
What we see:
• Inconsistent names between titles, formats, editions
• Improper fielding of names
• Unnamed, Anonymous, Various used incorrectly
180
days
Same title, incomplete authors provided
Improper formatting
(no comma)
Last name only
Correctly formatted
Best Practices:
• Send subjects in the order of importance
• Supply at least 3 BISAC codes per title
• Maintain the latest version of any given subject scheme
• Digital & physical products should have same subjects
Why:
• Critical for retailer budgeting, merchandising, & marketing plans
• Drives consumer discovery of content
• Crucial for library approval plans
What we see:
• General subject codes
• Conflicting or incorrect subjects
• Assigning ISBNs within a series or new editions with different codes
• Inconsistent with age/audience
180
days
Sample	Search	Results Titles Pages
general	fiction 63126 2254
Asian	American	fiction 412 15
What audience is this
title most relevant to?
Are subjects
consistently
applied across
products?
Where would title be
more easily discovered?
Best Practices:
• Include technical requirements (hardware or software)
• Include every item supplied with ISBN
Why: Primary means of distinguishing between different
versions of the same intellectual work
What we see:
• Unclear product form details
• Unclear or missing contained item details
180
days
Do trading partners
have to research/guess
to locate information
that should be in ONIX?
PARENTISBN RELATEDISBN RELATEDTYPE RELATEDFORMAT TITLE	of	Parent	ISBN
9781846319686 9781781385722 Alternative	Format Digital Remembering	the	South	African	War
9781846319686 9781781389621 Alternative	Format Other	digital Remembering	the	South	African	War
Will the consumer have
enough info to choose
the product they want?
Best Practices:
• Update as necessary
• Be concise, using territory values World, ROW as
appropriate
• Be explicit, do not expect correct assumptions
Why: Communicates where products can be permissibly sold
What we see:
• Sales rights that are contradictory
• Incomplete or truncated
• Key territories omitted, i.e. US, or are otherwise incomplete
• Incompatible with Price Countries/Territories
180
days
Issue SalesPermitted SalesExclusive NotForSale
Not specific ROW
Conflict World AD;AE;AF;AG;AI;AL;
AM;AN;AO;AQ;AR;A
S;AT;AW;AX;AZ;BA;B
B;BD;BE;BF;BG;BH;B
N;BL;BM;BO;BS;BT;
Conflict AE;AF;AG;AI;AL;AM;
AO;AQ;AR;AW;AZ;B
A;BB;BC;BE;BL;BT;
ROW AE;AF;AG;AI;AL;AM;
AO;AQ;AR;AW;AZ;B
A;BB;BC;BE;BL;BT;
Truncated AD;AE;AF;AI; AS;CA;GU;MP;PH;PR
;US
ROW
What about US? CA;MX DE;FR;GB
Best Practices:
• Audience
• Textual Description
• Related Products & Works
• Territorial
• Digital Image
• Publication Date/On Sale Date
• Physical Dimensions & Weight
• Author Country Code
• Identifier
• Edition
• Text Complexity
https://tinyurl.com/y7srpw26
https://www.bisg.org/publications/best-
practices-product-metadata
Patricia.Payton@bowker.com

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Payton Metadata and Discoverability

  • 1. Key Data & Common Problems
  • 3. Product Metadata Best Practices • Improve accuracy of product data • Increase efficiency between trading partners • Make content more discoverable
  • 4. Benefits for Industry • Proliferation of use – Beyond ONIX – Quoted by senders/recipients – Internally at publishers • Next generation of document being built now
  • 6. Best Practices: • From the Title page; do not include format, edition, other values • Properly field lead articles • Series/Sets & volume numbers in their specifically defined fields Why: Critical for discovery, marketing What we see: • Inappropriate fielding of subtitle, series, formats, vol. numbers, etc. • Improper formatting: lead articles, abbreviations, truncations, translations 180 days
  • 7. Issue Title Subtitle Series/Collection Format The First Phone Call From Heaven CD Trailing Lead Article Brief Guide - Global Warming, A Translation as Subtitle Mas Alla Del Escandalo (Beyond the Scandal) Subtitle, Edition This Heart Within Me Burns – From Bedlam to Benidorm (Revised & Updated) Edition Number Introduction to Documentary, Second Edition Series, Subtitle Sherlock Holmes Investigates The Lascar's Fate Sherlock Holmes Investigates Series Number #06 Sherlock Holmes and the Adventure of the Sussex Vampire
  • 8. Best Practices: • Use specific name components: Key Name, Name Before Key, Suffix, Prefix, Title, etc. • Specify if contributors are not named Why: Critical for discovery, marketing What we see: • Inconsistent names between titles, formats, editions • Improper fielding of names • Unnamed, Anonymous, Various used incorrectly 180 days
  • 9. Same title, incomplete authors provided Improper formatting (no comma) Last name only Correctly formatted
  • 10. Best Practices: • Send subjects in the order of importance • Supply at least 3 BISAC codes per title • Maintain the latest version of any given subject scheme • Digital & physical products should have same subjects Why: • Critical for retailer budgeting, merchandising, & marketing plans • Drives consumer discovery of content • Crucial for library approval plans What we see: • General subject codes • Conflicting or incorrect subjects • Assigning ISBNs within a series or new editions with different codes • Inconsistent with age/audience 180 days
  • 11. Sample Search Results Titles Pages general fiction 63126 2254 Asian American fiction 412 15 What audience is this title most relevant to? Are subjects consistently applied across products? Where would title be more easily discovered?
  • 12. Best Practices: • Include technical requirements (hardware or software) • Include every item supplied with ISBN Why: Primary means of distinguishing between different versions of the same intellectual work What we see: • Unclear product form details • Unclear or missing contained item details 180 days
  • 13. Do trading partners have to research/guess to locate information that should be in ONIX? PARENTISBN RELATEDISBN RELATEDTYPE RELATEDFORMAT TITLE of Parent ISBN 9781846319686 9781781385722 Alternative Format Digital Remembering the South African War 9781846319686 9781781389621 Alternative Format Other digital Remembering the South African War Will the consumer have enough info to choose the product they want?
  • 14. Best Practices: • Update as necessary • Be concise, using territory values World, ROW as appropriate • Be explicit, do not expect correct assumptions Why: Communicates where products can be permissibly sold What we see: • Sales rights that are contradictory • Incomplete or truncated • Key territories omitted, i.e. US, or are otherwise incomplete • Incompatible with Price Countries/Territories 180 days
  • 15. Issue SalesPermitted SalesExclusive NotForSale Not specific ROW Conflict World AD;AE;AF;AG;AI;AL; AM;AN;AO;AQ;AR;A S;AT;AW;AX;AZ;BA;B B;BD;BE;BF;BG;BH;B N;BL;BM;BO;BS;BT; Conflict AE;AF;AG;AI;AL;AM; AO;AQ;AR;AW;AZ;B A;BB;BC;BE;BL;BT; ROW AE;AF;AG;AI;AL;AM; AO;AQ;AR;AW;AZ;B A;BB;BC;BE;BL;BT; Truncated AD;AE;AF;AI; AS;CA;GU;MP;PH;PR ;US ROW What about US? CA;MX DE;FR;GB
  • 16. Best Practices: • Audience • Textual Description • Related Products & Works • Territorial • Digital Image • Publication Date/On Sale Date • Physical Dimensions & Weight • Author Country Code • Identifier • Edition • Text Complexity