Understanding Cataloging with DLESE Metadata : Understanding Cataloging with DLESE Metadata Katy Ginger (ginger@ucar.edu)
Holly Devaul (devaul@ucar.edu)
Karon Kelly (kkelly@ucar.edu)
Tammy Sumner (sumner@colorado.edu)
Melissa Dawe (meliss@colorado.edu)
http://www.dlese.org/Metadata
Workshop Goals : Workshop Goals Become familiar with the DLESE metadata structure
Catalog a resource with “required metadata” & be able to catalog at this level (and more?) at home
Receive feedback on the MECCA tool
Increase awareness of critical metadata, cataloging and collection issues:
Design process including collection efforts
Variability and consistency
Controlled vocabularies and applying filters
Collection assessment and scope
Presentation Outline : Presentation Outline 1. Metadata: Who, What, Why
Metadata Partnerships
Key Tasks of Metadata Working Group
Metadata Group Design Collection
Operational Collection Efforts
2. Metadata: The How
DPC Cataloging Process
1. Discover Resources
2. Become Familiar with Resource
3. Apply Filters
4. Prepare to Catalog
5. Catalog Resources
6. Quality Review and Inventory
7. Ingest Metadata Records
MECCA-Lite Will Support
MECCA-Lite Won’t Support
3. Metadata Framework
Community Desired Metadata
IMS Standard
DLESE Metadata Framework
Proposed Metadata Levels
Metadata Fields for the Levels
Metadata Defined Categories
Metadata Tree Structure
Metadata and the Computer
Metadata in XML
Metadata Within the Library
Next Framework Developments
Cataloging at Home
4. Individual Fields Described
Cataloging Mantra
Sending XML Records to DPC
Metadata Partnerships : Metadata Partnerships
Design:
Framework development
and interpretation
Proposed levels
of cataloging (3 R’s)
MECCA development
Authority and controlled
vocabularies
Research on community
generated metadata
Production:
Creating Metadata for
Operational Collections
Collections - Kastens
WES - Geary
NASA - Olds
COMET
DPC
UCAR
.
.
.
Community contributors
Connections:
Informing the design and
production processes
Characteristics of collections
and user needs
Standards
and best practices
Key Tasks of Metadata Group : Key Tasks of Metadata Group
Metadata Group Design Collection : Metadata Group Design Collection
Operational Collection Efforts : Operational Collection Efforts Collections Proposal (Kim)
NASA Educational Materials (Shelley)
DLESE Geo Proposal (Dave)
K-12 Water in the Earth System Group (Ed)
COMET Multimedia Elements (Katy)
JESSE (Martin)
COMET Multimedia Collection : COMET Multimedia Collection COMET (Cooperative Program for Operational Meteorology, Education and Training) is a UCAR program like DLESE
Creating their own library possibly with SCORM metadata (Sharable Courseware Object Reference Model)
COMET plans on using SDLIP; so DLESE will be able to search their collection
Contains about 10,000 elements, most of which have some metadata information (Dublin Core type fields)
Mostly multimedia elements used in graduate instruction of operational weather forecasters in the National Weather Service
Universities LOVE and USE COMET stuff
COMET Sample: Bow Echoes : COMET Sample: Bow Echoes
DPC Cataloging Process : DPC Cataloging Process Discover resources
Become familiar with the resource to catalog
Apply filters
Prepare to catalog
Catalog resource
Quality review and inventory controls
Ingest metadata record
This represents a point in time of an evolving process.
1. Discover Resources : 1. Discover Resources Use resources from Metadata Working Group Design Collection
Use community suggested URLs from
http://www.dlese.org/cgi-bin/captureURL.pl
http://www.dlese.org/cgi-bin/readURLs.pl
Check for duplicate and similar URLs
2. Apply Filters : 2. Apply Filters 2a. Relevance Filter:
Professional expertise in K-12 arena
Staff and organization science expertise
2b. Integrity Filter:
Personal knowledge (use or creation of resource)
Correspondence with resource providers
Reliance on review by trusted organizations
Resource works (i.e. links work, applets run)
2c. Access (Copyright) Filter:
Freely available or at very low cost
Digitally available with a web-based presence
No copyright and use restrictions in an educational setting
3. Become Familiar with Resource : 3. Become Familiar with Resource Decide what to catalog and how (granularity)
Create single records for resources as a whole
Create additional records if individual parts of resource differ substantially in technical requirements, descriptions and educational data
Create relationships between resources using the fields of description, learning resource type and relation
Strikes a balance between supporting resource discovery with reasonable user effort yet avoids potential user frustration with retrieving to many redundant records
Community developed collections may have varying levels of granularity
4. Prepare to Catalog : 4. Prepare to Catalog Browse the resource noting required metadata information (plus more)
Multiple windows open
Browser open to the resource
XML editor open to metadata record
Browser open to the best practices (or hardcopy)
5. Catalog Resources : 5. Catalog Resources Make informed decisions about content, pedagogy, and computer requirements based on best practices and cataloger expertise
From experience, spend 30 to 60 minutes to generate required metadata for unfamiliar resources
Manually catalog by cutting, pasting, and typing
6. Quality Review & Inventory : 6. Quality Review & Inventory Original cataloger reviews all fields
A second cataloger review all fields
Updates and changes are made and if necessary a third review is done by the original or second cataloger
Assign inventory controls:
DLESE Catalog Record Number
Collection level (Broad or Reviewed)
Collection group (e.g MWG)
7. Ingest Metadata Records : 7. Ingest Metadata Records Records are ingested into the library database
Cataloger verifies new record is searchable
MECCA-Lite Will Support : MECCA-Lite Will Support Distributed cataloging
Duplication and similarity checks
Access filter by completing the cost and copyright metadata fields
Community completion of required metadata
Generation of the record in XML
Assigning the DLESE Catalog Record Number
MECCA-Lite Won’t Support : MECCA-Lite Won’t Support Application of the Relevance and Integrity filters since no metadata field is completed
Redistribution of record to gain more metadata past the required set
Quality review by additional catalogers
Ingest of the record into the library database
Re-edit of the metadata record within the tool.
Community Desired Metadata : Community Desired Metadata Incorporate the National Science Education Standards
Indicate level of peer review and classroom testing
Reference related resources (e.g. evaluation reports, other exercises or labs)
Include instructor comments as annotations
Slide21 : IMS Standard Was a starting point from which to work
Describes educational learning objects
Permits multiple levels of granularity
Supports extensibility
Uses XML as a standard for portable data exchange in both content and structure
DLESE Metadata Framework : DLESE Metadata Framework Based on IMS
Incorporates specific DLESE community requirements
Is developing as a metadata standard for the Earth system and related sciences that could be used in NSDL
Proposed levels of Required, Recommended and Robust metadata
Proposed Metadata Levels : Proposed Metadata Levels Required Metadata:
Minimal metadata set to to identify the resource
Provides some descriptive, educational and computer information.
All resources would include this information
Recommended Metadata:
Includes all of the required metadata plus more fields that make the resource searchable both spatially and temporally
Provides more technical, educational, and descriptive information for searching
Robust Metadata:
Includes required, recommended fields plus all other fields.
Allows for DLESE community specific searches
Metadata Fields for the Levels : Metadata Fields for the Levels Required Metadata:
URL, copyright information
Resource origin and cataloger information
Learning resource type, learning context
Cost, computer requirements
Title, description
Recommended Metadata:
Includes coverage, keywords, more educational information
Robust Metadata:
Includes the National Science Education Standards, peer review, related resources, annotations and difficulty by grade level
Metadata Defined Categories : Metadata Defined Categories General: Context-independent features (e.g title)
LifeCycle: Features related to resource creators, publishers etc.
MetaMetaData: Who is the cataloger
Technical: Computer requirements
Educational: Educational or pedagogic features
Rights: Conditions of use
Relation: Relationships to other resources.
Annotation: Comments on the educational use
Classification: Specific characteristics that aid resource discovery. The characteristics may be features of existing classification schemes (e.g. National Science Education Standards) or may be defined by the user community (e.g. level of review, grade level, and learning styles).
Metadata Tree Structure : Metadata Tree Structure
Metadata and the Computer : Metadata and the Computer Metadata must be in XML (eXtensible Markup Language)
XML is a markup language like HTML but designed to express tree structures
XML is made of user defined tags (the metadata scheme) specified in a DTD file (Document Type Definition)
Metadata records must validate against the DTD (this tests technical validity but not for metadata framework interpretation errors)
Metadata in XML : Metadata in XML
Metadata Within the Library : Metadata Within the Library Gather metadata records from other libraries
Use SDLIP (Simple Digital Library Interoperability Protocol) to communicate
Use SDLIP to search other libraries and for other libraries to search us (1st cut)
Next Framework Developments : Next Framework Developments MECCA-Lite gathers required metadata from community
Controlled vocabularies for subject keywords
Vocabulary definitions
Pedagogical information structures
Cataloging at Home : Cataloging at Home To catalog Required metadata:
Before 12/1/00: Use editor & send record to MWG
After 12/1/00: Use MECCA (URL TBD)
To catalog Recommended or Robust
Contact MWG for further information about the DLESE metadata framework
Before 12/1/00: Use editor & send record to MWG
After 12/1/00: Use MECCA for required metadata; retrieve record from the MWG; use editor to add more information; send record back to MWG
Individual Fields Described : Individual Fields Described Title
Description
Resource Origin
Cataloger
Location (URL)
Requirements Type
Requirements Name
Learning Resource Type
Learning Context
Cost
Copyright
Title Field : Title Field Definition: The name given to the resource by a creator, publisher or cataloger.
XML Tags:
<langstring>English Title Goes Here</langstring>
<langstring lang="fr">French Title Goes Here</langstring>
<title>
Metadata Level: Required, Recommended and Robust
Vocabulary: None<br /><br /><br /><b>Title Field</b> : Title Field Technical Tips:
The Title tag set can occur 1 time within the General tag set.
Title has a Langstring element of 1024 characters max.
Langstring can occur 8 times within each Title tag set to indicate 8 different languages for the metadata (not resource).
Langstring can occur only once for the English value. Since Langstring is defaulted to English, do not use the attribute lang="en". To specify other languages, use Langstring with the attribute lang="fr" etc.<br /><br /><br /><b>Title Field</b> : Title Field Creation Tips:
Use the title displayed on screen to the user, not the title in a browser's title bar. Capitalize first letter of each word.
Specify subtitles within Title. Spell out acronyms in titles.
If the creator or publisher does not supply a title, the cataloger can add a title to describe the overall content of the resource.
Indicate when a cataloger has added a Title or enhanced an existing Title. Do this by including the following in Title: "(title provided or enhanced by cataloger)".
If a resource has a version number as part of the title, include it in Title and then enter it in category LifeCycle, field Version.
<br /><br /><br /><b>Description Field</b> : Description Field Definition: Narrative describing the content, purpose, organization, or goal of a resource.
XML Tags:
<description>
<langstring>First English Description Goes Here</langstring>
<langstring lang="fr">First French Description Here</langstring>
</description>
<description>
<langstring>Second English Description Goes Here</langstring>
<langstring lang="fr">Second French Description Here</langstring>
</description>
Metadata Level: Required, Recommended and Robust
Vocabulary: None<br /><br /><br /><b>Description Field</b> : Description Field Technical Tips:
Description tag set can occur 8 times within the General tag set.
Description has a Langstring element of 2048 characters max.
Langstring can occur 8 times within each Description tag set to indicate 8 different languages for the metadata (not resource).
Langstring can occur only once for the English value. Since Langstring is defaulted to English, do not use the attribute lang="en". To specify other languages, use Langstring with the attribute lang="fr" etc.
Use a new tag set to specify additional English Descriptions. <br /><br /><br /><b>Description Field</b> : Description Field Creation Tips:
Use resource provided tables of contents, abstracts, outlines, indices and descriptions (re-format to reduce white space).
When you are describing a model or simulation, include information about the input and output variables of the model or simulation.
Emphasize contextual information and popular associations (people, places, events) of the resource. Use a creator's words if possible.
Do not include resource version numbers.
Do not describe techniques, materials, or media used in the creation of the resource. <br /><br /><br /><b>Resource Origin & Cataloger</b> : Resource Origin & Cataloger Definition: The last name, first name, organization and email of a person involved in creating, publishing, implementing, or cataloging the resource.
XML Tags: Origin of the resource is entered in the <lifecycle> tag set while the cataloger of the resource is entered in <metametadata>.
<lifecycle> OR <metametadata>
<contribute>
<role> Creator for Metametadata; see Vocab for Lifecycle</role>
<centity>
<extension>
<firstname>English First Name Goes Here</firstname>
<lastname>English Last Name Goes Here</lastname>
<org>English Orginization Name Goes Here</org>
<email>Email Goes Here</email>
</extension>
</centity>
</contribute>
</lifecycle> OR </metametadata><br /><br /><br /><b>Resource Origin & Cataloger</b> : Resource Origin & Cataloger Technical Tips:
The Contribute tag set can occur 32 times within the Lifecycle tag set and 8 times within the Metametadata tag set.
The Centity tag set can occur 8 times within the Contribute tag set for both Lifecycle and Metametadata.
Centity has extensions (i.e. DLESE additions). The Extension sub-tag contains the extensions.
The Centity tags themselves do not have any values; rather the sub-tags of Extension hold the values.
The Extension tag set can occur 1 time within the Centity.
Extension has sub-tags. The Extension tags themselves do not have any values; rather the sub-tags, FirstName, LastName, and Org hold the values. Each tag can occur 1 time.<br /><br /><br /><b>Resource Origin & Cataloger</b> : Resource Origin & Cataloger Creation Tips:
First Name is 32 characters max.
First Name should be the formal name that a person uses when publishing rather than nicknames.
If a formal name cannot be determined, the use the name provided by the resource.
Last Name is 32 characters max.
Last Name should be the formal surname that a person uses when publishing.
Org is 256 characters max.
Org should be the formal name of an entity like an organization or business and not a person.
Org should have acronyms spelled out.<br /><br /><br /><b>Resource Origin & Cataloger</b> : Resource Origin & Cataloger Vocabulary: Restricted<br /><br /><br /><b>Location (URL) Field</b> : Location (URL) Field Definition: The URL that resolves to the resource.
Metadata Level: Required, Recommended and Robust
XML Tags:
<technical>
<location type=“URI”>First URL Goes Here</location>
<location type=“URI”>Second URL Goes Here</location>
</technical>
Vocabulary: None
<br /><br /><br /><b>Location (URL) Field</b> : Location (URL) Field Technical Tips:
The Location tag set can occur 8 times
Location is a string of 1024 characters max
Location does not have a Langstring element
Creation Tips:
List the most preferable location first
Include http:// portion of the URL
Indicate the URL down to a file name like index.htm<br /><br /><br /><b>Requirements Type Field</b> : Requirements Type Field Definition: Type of requirement needed to access, interact with or execute the resource.
XML Tags:
<technical>
<requirements>
<type>
<langstring>English Type Goes Here</langstring>
</type>
<name>
<langstring>English Name Goes Here</langstring>
</name
</requirements>
</technical>
Metadata Level: Required, Recommended and Robust
<br /><br /><br /><b>Requirement Type Field</b> : Requirement Type Field Technical Tips:
The Type tag set can occur 1 time within Requirements tag set.
Type has a Langstring element of 32 characters max.
Langstring can occur only 1 time within the Type tag set.
Use Langstring only once for the English value. Since Langstring is defaulted to English, do not use the attribute lang="en". To specify other languages, use Langstring with the attribute lang="fr" etc.<br /><br /><br /><b>Requirement Type Field</b> : Requirement Type Field Creation Tips:
Type generally refers to operating systems, browsers, plug-ins, subscriptions or memberships.
If a resource can run on multiple platforms (e.g. Web, Windows or Unix), use the Requirements tag set multiple times to indicate that it works on multiple platforms.
Vocabulary: Restricted: Operating System, Browser, Plug-in, Software, Subscription, Membership, Unknown<br /><br /><br /><b>Requirements Name Field</b> : Requirements Name Field Definition: Name of the required item needed to access, interact with or execute the resource.
XML Tags:
<technical>
<requirements>
<type>
<langstring>English Type Goes Here</langstring>
</type>
<name>
<langstring>English Name Goes Here</langstring>
</name
</requirements>
</technical>
Metadata Level: Required, Recommended and Robust
<br /><br /><br /><b>Requirement Name Field</b> : Requirement Name Field Technical Tips:
The Name tag set can occur 1 time within Requirements tag set.
Name has a Langstring element of 1024 characters max.
Langstring can occur only 1 time within the Name tag set.
Use Langstring only once for the English value. Since Langstring is defaulted to English, do not use the attribute lang="en". To specify other languages, use Langstring with the attribute lang="fr" etc.<br /><br /><br /><b>Requirement Name Field</b> : Requirement Name Field Creation Tips:
Name generally refers to the name of the operating systems, browser, plug-in, subscription or membership.
If a resource can run on multiple platforms (e.g. Web, Windows or Unix), use the Requirements tag set multiple times to indicate that it works on multiple platforms.
Vocabulary: Expandable: PC-DOS, MS-Windows, MacOS, Unix, etc. (see handout).<br /><br /><br /><b>Learning Resource Type Field</b> : Learning Resource Type Field Definition: The educational type of the resource with regard to how the resource may be used in the classroom or professional development.
XML Tags:
<learningresourcetype>
<langstring>First English Resource Type Goes Here</langstring>
</learningresourcetype>
<learningresourcetype>
<langstring>Second English Resource Type Here</langstring>
</learningresourcetype>
<learningresourcetype>
<langstring lang="fr">1st French Resource Type Here</langstring>
</learningresourcetype>
Metadata Level: Required, Recommended and Robust
Vocabulary: Restricted. See list on handout.<br /><br /><br /><b>Learning Resource Type Field</b> : Learning Resource Type Field Technical Tips:
The Learning Resource Type tag set can occur 8 times within the Educational tag set.
Learning Resource Type has a Langstring element of 1024 characters max.
Langstring can occur 1 time within the Learning Resource Type.
Use Langstring only once for the English value. Since Langstring is defaulted to English, do not use the attribute lang="en". To specify other languages, use Langstring with the attribute lang="fr" etc.<br /><br /><br /><b>Learning Resource Type Field</b> : Learning Resource Type Field Creation Tips:
Controlled vocabulary facilitates search & retrieval.
Use Learning Resource Type as many times as needed (up to 8) to specify multiple instructional types like activity, simulation, or answer key.<br /><br /><br /><b>Learning Context Field</b> : Learning Context Field Definition: The typical kind of learner(s) or audience for whom the resource is intended.
XML Tags:
<learningcontext>
<langstring>First English Context Goes Here</langstring>
</learningcontext>
<learningcontext>
<langstring>Second English Context Goes Here</langstring>
</learningcontext>
<learningcontext>
<langstring lang="fr">First French Context Goes Here</langstring>
</learningcontext>
Metadata Level: Required, Recommended and Robust<br /><br /><br /><b>Learning Context Field</b> : Learning Context Field Technical Tips:
The Learning Context tag set can occur 8 times within the Educational tag set.
Learning Context has a Langstring element of 128 characters max.
Langstring can occur 1 time within the Learning Context tag set.
Use Langstring only once for the English value. Since Langstring is defaulted to English, do not use the attribute lang="en". To specify other languages, use Langstring with the attribute lang="fr" etc.<br /><br /><br /><b>Learning Context Field</b> : Learning Context Field Creation Tips:
Use the controlled vocabulary.
Use a new tag set for each new context.
Vocabulary:
Primary School (K-5)
Middle School (6-8)
High School (9-12)
Undergraduate Lower Division (13-14)
Undergraduate Upper Division (15-16)
Graduate – Professional
Informal Education
Any Level NOTE: Robust metadata fine tunes to specific grade level<br /><br /><br /><b>Cost Field</b> : Cost Field Definition: Whether use of the resource requires payment.
XML Tags:
<cost>
<langstring>Yes, No, or Unknown Goes Here</langstring>
<langstring lang="fr">French Yes, No, Unknown Here</langstring>
<cost>
Metadata Level: Required, Recommended and Robust
Vocabulary: Restricted: Yes, No, or Unknown<br /><br /><br /><b>Cost Field</b> : Cost Field Technical Tips:
The Cost tag set can occur 1 time within the Rights tag set.
Cost has a Langstring element of 8 characters max.
Langstring can occur 8 times within the Cost tag set to indicate 8 different languages for the metadata not the resource.
Langstring can occur only once for the English value. Since Langstring is defaulted to English, do not use the attribute lang="en". To specify other languages, use Langstring with the attribute lang="fr" etc.<br /><br /><br /><b>Copyright Field</b> : Copyright Field Definition: Conditions of use for the resource in a learning setting
XML Tags:
<rights>
<description>
<langstring>English Description Goes Here</langstring>
<langstring lang="fr">French Description Here</langstring>
<description>
</rights>
Metadata Level: Required, Recommended and Robust
Vocabulary: None<br /><br /><br /><b>Copyright Field</b> : Copyright Field Technical Tips:
The Description tag set can occur 1 time within Rights tag set.
Description has a Langstring element of 1048 characters max.
Langstring can occur 8 times within each Description tag set to indicate 8 different languages for the metadata not the resource.
Langstring can occur only once for the English value. Since Langstring is defaulted to English, do not use the attribute lang="en". To specify other languages, use Langstring with the attribute lang="fr" etc.
<br /><br /><br /><b>Copyright Field</b> : Copyright Field Creation Tips:
An example is "May be used in an educational setting as long as credit to NASA is given"
Value of field should come directly from the resource, if possible
Indicate copyright restrictions or lack thereof and/or whether the resource is free and clear for general use
If the value of this field cannot be determined easily, enter "Copyright and Other Restrictions Information is Unknown" as the field value
Do not include the URL that links to the resource’s copyright information because this URL may change and we do not want to have to update it <br /><br /><br /><b>Cataloging Mantra</b> : Cataloging Mantra
Cataloging is FUN!<br /><br /><br /><b>Sending XML Records to DPC</b> : Sending XML Records to DPC Send completed XML file to Holly or Katy as an email attachment
Holly or Katy will respond to you
One of us with then become the contact person for that record
The contact person will vary from record to record depending on the resource<br /><br /><br /></span>
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