Managing eBook Metadata in Academic Libraries: Taming the Tiger

Front Cover
Managing eBook Metadata in Academic Libraries: Taming the Tiger
Copyright
Dedication
Contents
List of Figures and Tables
About the author
Introduction
Chapter 1: Understanding eBooks, metadata, and managing metadata
	1.1  What is metadata?
	1.2  What are eBooks?
	1.3  What does it mean to manage eBook metadata?
	1.4  Assumptions about metadata
		1.4.1  Libraries collect and record metadata
		1.4.2  The quality and functionality of metadata recorded by libraries is uneven
		1.4.3  A large, complex collection requires well-managed metadata
		1.4.4  The academic and research library sector is highly diverse
	1.5  What does the nature of collections and metadata in academic and research libraries imply for the management of m ...
	1.6  Final introductory words
	Notes
Chapter 2: EBooks as a disruptive technology
	2.1  Why can it be challenging to manage eBooks and eBook metadata in academic libraries?
	2.2  Understanding eBooks as “disruptive” to academic libraries
		2.2.1  Sustaining technologies
		2.2.2  Disruptive technologies
		2.2.3  The nature of disruptive technologies
	2.3  Are eBooks truly a disruptive technology for libraries?
	2.4  EBook readers and eBook reading as disruptive
	2.5  How does managing metadata for eBooks relate to eBooks as a disruptive technology?
	2.6  Are eBooks really in a “wild west” phase?
	2.7  Taming the tiger
	2.8  Final words on the disruption caused by eBooks and taming the tiger
	Notes
Chapter 3: Designing a method for managing eBook metadata
	3.1  The difference between a vision and reality
	3.2  The job of the reader
	3.3  Explicit best practices for planning metadata
		3.3.1  A specific piece of metadata should be entered and updated once in one location
		3.3.2  Metadata should be compliant with the most relevant standard(s)
			3.3.2.1  Avoiding the “display problem” pitfall
			3.3.2.2  The “shiny new toy” pitfall
	3.4  Get the granularity right
	3.5  Process metadata in bulk
	3.6  Document and understand the functionality and limitations of systems used for the creation, processing, and shari ...
	3.7  Take a scientific approach
	3.8  Final words on the impact of disruptive innovation in eBook metadata management
	Notes
Chapter 4: Acquisitions: The often overlooked metadata
	4A  Understanding eBook acquisitions in academic libraries
	4.1  Introduction to acquisitions
	4.2  Understanding the practice of acquisitions
	4.3  EBook acquisitions
	4.4  How have eBooks been disruptive to library acquisitions?
		4.4.1  Access fees
		4.4.2  Licenses
		4.4.3  Renewals and cancelations
		4.4.4  Tentacles into the wider library and academic context
	4.5  Indirect implications of changes to eBook content access and the value of acquisitions metadata
	4.6  Consortia purchasing, DDA/PDA, and EBA/EBS
	4.7  Platform changes, vendor changes, and technology updates
	4.8  Introduction to questionnaires and tools sections
		4.8.1  Acquisitions metadata questionnaire (Part A)
		4.8.2  Toolbox tools
	Suggested reading
	Notes
	4B Acquisitions metadata: Tools and methods for eBook metadata management
	4.9  Beginning to document a library’s unmet needs for eBook-related metadata
	4.10  Acquisition metadata containers and management tools
		4.10.1  Integrated library systems and library management systems
		4.10.2  Electronic resource management systems (ERM)
		4.10.3  Spreadsheets and locally created databases
			4.10.3.1  “Good” spreadsheets
			4.10.3.2  “Bad” spreadsheets
			4.10.3.3  “Ugly” spreadsheets
	4.11  Concluding words on acquisitions metadata
	4.12  Toolkit for creating acquisitions metadata
		Principle #1
		Principle #2
		Principle #3
		Principle #4
		Principle #5
	Hints for applying the principles
		Principle #1
		Principle #2
		Principle #3
		Principle #4
		Principle #5
Chapter 5: Access and discovery: A focus on creating access metadata
	5.1  What does “access” mean?
	5.2  Restrictions on access as established by license agreements
	5.3  Technical contact information
	5.4  Technical access metadata
	5.5  The value of technical access metadata
	5.6  The impact of change and the role of technical access metadata
	5.7  Where to record access metadata?
	5.8  Final words on access metadata
	5.9  Access metadata questionnaire
	Notes
Chapter 6: EBook discovery metadata
	6A	Discovery metadata: An introduction
		6.1  Structure of the discovery metadata chapter and parts
		6.2  What is discovery metadata?
		Notes
	6B	MARC 21 discovery metadata
		6.3  Why MARC?
		6.4  What is the MARC 21 standard?
		6.5  Other eBook metadata containers
		6.6  Original and copy cataloguing
			6.6.1  The importance of training for cataloguers in academic and research libraries
			6.6.2  When to create an original catalogue record for an eBook and how to do it
			6.6.3  Standards and guidelines for original cataloguing
			6.6.4  Copy cataloguing
		6.7  Subject headings
		6.8  Classification
			Toolkit Survey
			Toolkit Tools
		Notes
	6C	Bulk processing: Working with record sets and updating metadata
		For those tempted to begin reading this book at this chapter
		6.9  What does bulk processing mean?
		6.10  What is a record set?
		6.11  Sources of record sets
			(1)  A vendor’s website where vendor-generated files can be directly downloaded into a local file location
			(2) A custom record set generator on the vendor’s website where library staff can configure the records they would like to download
			(3)  Direct provision of records from vendor or consortia via email
			(4)  Retrieval of record sets from an FTP site
			(5)  Customized delivery of records from a third party based on KB information
			(6)  Delivery of records from a third-party cataloguing vendor
			(7)  Record sets of harvested metadata
			(8)  Locally generated record sets
		6.12  Multiple modes for providing record sets
		6.13  When record sets aren’t available
		6.14  Collaboration between library functions
		6.15  KBART for eBooks
		6.16  Bulk processing of record sets
			6.16.1  Mediating record sets
			6.16.2  Creating record set profiles and workflows
			6.16.3  Record set editing
			6.16.4  MARC editors
				6.16.4.1  MARCEdit background
				6.16.4.2  MARCEdit general overview
		6.17  Record loading
		Questions to answer and documentation to include
		6.18  Updating record set metadata
			Toolkit survey: Bulk processing
			Toolkit tools
		Notes
Chapter 7: Maintenance of eBook metadata and troubleshooting
	7.1  EBook metadata maintenance and disruptive changes
	7.2  Platform changes
	7.3  Loss of rights
	7.4  Frontlist or in-advance purchases
	7.5  Subscription purchases
	7.6  Record enrichment or updates
	7.7  Methods and practices for maintaining eBook metadata
		7.7.1  Overlay files
		7.7.2  Delete file
		7.7.3  Bulk processing internal to the ILS/LMS
		7.7.4  Scripts and applications
		7.7.5  Troubleshooting
		7.7.6  Setting up and monitoring workflows
		7.7.7  Automated record update services
	7.8  Troubleshooting
	7.9  Metadata maintenance toolkit survey
	Notes
Chapter 8: Metadata for preservation and deselection
	8.1  What does preservation of eBooks mean?
	8.2  Preservation metadata for locally hosted digital monograph collections
	8.3  Note on dedicated preservation metadata
	8.4  Purchased resources with “archiving rights”
	8.5  Information sector archiving
	8.6  The meaning of perpetual access
	8.7  Subscriptions
	8.8  Caution about managing metadata for hybrid methods for getting eBook access
	8.9  Deselection of eBooks
		8.9.1  Literature on EBook deselection
		8.9.2  Package deselection: A case study
		8.9.3  The issue of duplication
	8.10  Toolkit survey: Preservation and deselection metadata
Chapter 9: Special topics in eBook metadata
	9.1  Demand-driven acquisitions or patron-driven acquisitions
		9.1.1  The mechanics of metadata in a DDA program
		9.1.2  Best practices for DDA metadata management
	9.2  Approval plans
	9.3  Hybrid acquisitions models
	9.4  EBook purchasing consortia and shared services
	9.5  Metadata flows diagrams
	9.6  BIBFRAME
		Toolkit: Supplementary reading and resources
	Notes
Conclusion
References
Index
Back Cover