LIS 60637
Kent State University iSchool

Metadata Architectures and Implementations

Instructor: Marcia Lei Zeng, Ph.D., Professor

Textbook's Open Website (off Blackboard): http://metadataetc.org/book-website2nd/

Updated: 2016-09-02

Course Description

Metadata is a critical mechanism in digital information management and services. Metadata has broad applications in many domains hence numerous international and community standards have been developed and implemented.This course introduces concepts, principles, functional requirements, and practices of metadata, with the emphasis on the metadata implementations in the library, archive, and museum (LAM) communities. Combining with extensive hands-on practices, the course covers the application as well as the design of metadata element sets and schemas, data exchange formats, and value vocabularies. It examines the practices and issues of metadata services, interoperability, quality control and evaluation, as well as trends and practices in Linked Data development.

Objectives

After completing the course, students will be able to:

  1. describe the principles, concepts, and types of metadata;
  2. self-explore various metadata standards in specific domains and write professional level fact sheets to introduce and explain these standards;
  3. apply selected metadata standards to the creation of metadata descriptions, with or without computer programs;
  4. develop metadata element sets or application profiles through designing, evaluating, and modifying metadata elements according to local needs;
  5. create and implement controlled vocabularies for metadata value spaces;
  6. analyze and discuss different issues in the applications of metadata standards in a larger context of a project, a community, and society; reflecting these understandings in the group project and the individual's final project.

Textbook:

Zeng, Marcia Lei and Jian Qin. 2016. Metadata. 2nd.
Chicago: ALA & Neal-Schuman. ISBN: 978-1-55570-965-5;
London: FACET Publishing ISBN:978-1-78330-052-5

Sample text (including Chapter 1's major portion) is available online.

Textbook Reference Website: http://metadataetc.org/book-website2nd/
Or go to:  http://www.metadataetc.org  for Text book 2nd. ed.

 

Course Outline and Materials

15 Leaning Modules

COURSE OUTLINE/SCHEDULE
Tentative Learning Modules (Please check each learning module on BL for the details)

Date

Topics

Readings;
 [Standards];
Additional Refs.

Assignments
& tools

Pre-class

 About the course

 

0a. Introduce yourself to the class  
What to do: Post your intro at class’ General Discussion Board.

0b. Sign-in sheet 
What to submit:  Sign-in sheet.

Wk 1

Introduction

Metadata basics
Metadata types and functions

A typology of metadata standards

Metadata descriptions - examples

Reading: Chapter 1
 
-------------------------------
Additional Refs:
. Chapter 1 on website
. Appendixes on website
Try Tool: FOAF-a-Matic.

1a. Quiz for Chapter 1 (open book)

1c. Group discussions:
What to do: Compare and analyze a variety of metadata instances; Post your findings in group’s discussion space.

Wk 2

Metadata vocabularies

Overview

  • Standards for data structures
  • Components and structure

Element Sets

  • Case: Dublin Core

Reading: Chapter 2.1

Standard: [Dublin Core (DC) ]

Additional Refs:

  • Darwin Core schema [XML] & p.439, Chapter 10.3.3.
  • Value vocabularies for date, language, media type [Appendixes]

2a: DC fact sheet
What to submit: a fact sheet.

2b: Creating metadata descriptions using DC 1.1
What to submit: 2 records.
 Tool: DC template.

2c.  Group discussions:
What to do:  Exam the output formats: (text; HTML; XML; RDF TTL) and share your notes.  

Wk 3

(cont.) Metadata vocabularies  

Element Sets

  • Case: VRA Core 4.0
  • Examples of metadata descriptions using VRA Core

XML coding tutorial

Reading: Chapter 2.2

Standard: [VRA Core 4.0]

Additional Refs:

3a. VRA Core 4.0 fact sheet & examples
What to submit:  a fact sheet.

3b.  Creating metadata descriptions using VRA Core 4.0 
What to submit: 2 records.
Tool: a VRA template (WORD file).
Tool: Oxygen XML Editor .

3c. Group discussions
What to post:  Your experience with VRA Core.

Wk  4

(cont.) Metadata vocabularies

Application Profiles (AP)

  • Concept of AP
  • Examples

Ontologies as metadata vocabularies

Case: Schema.org

A vocabulary that you choose to study

Reading: Chapter 2.2; 2.3

Standards:
  • [AVEL] & p.56
  • [FOAF]  & p.62-64
  • [Schema.org] & p.64-66

--------------------------

Additional Refs:

4a. Fact sheet & example(s) of a selected standard (Pick one standard from Chapter 10.3-10.8)
What to submit:  a fact sheet, one example of a metadata description record with the explanations.

4c. Group discussions
What to post: The fact sheet with examples (same as 4b).

Wk 5

(cont.) Metadata vocabularies  

RDF Vocabularies for Metadata Terms 

  • RDF Primer
  • RDFa Basics
    • RDFa embedded in a webpage



Case: DCMI Metadata Terms

Reading: Chapter 2.4

Standard: [DCMI Terms] & User Guide

--------------------------
Additional Refs:

Try tools:

5a. Set up your WorldCat account follow the instruction (for next week’s ContentDM use)
What to submit: Your WorldCat account name, if it is different from what I set up for you.

5b.  Create structured data for an online biography in RDFa

5c. Group discussions
Study one of the fact sheets shared by a group member last week, and post your study notes.

Wk 6

Metadata Descriptions (“records”)

Basic units

Knowing the difference

Level of granularity

Sources of metadata

Case: METS

Reading: Chapter 3.1-3.6

Standard:  [METS]
------------------------------
Additional Refs:

  • Chapter 3 References
  • Cataloging Cultural Objects [Lectures from CHI course]
  • How CONTENTdm works: A detailed demo Webinar

6a. Using ContentDM
Tool: ContentDM
What to submit:  2 records.

6c. Group discussions
What to post: Introduce one of the ContentDM collections.

Wk 7

(cont.)  Metadata Descriptions
Metadata Storage and Expression

  • Internal storage
  • Case: IBM websites
  • External storage
  • Case: DBpedia 
  •  
  • Expression Metadata --Encoding formats
  • HTML
  • XML
  • RDF/XML
  • and other RDF Serialization Formats

Reading: Chapter 3.7

Standards: Chapter 10.1.2
[MODS, MARC family]

W3C Standards: [HTML5; XML; RDF concepts and Abstract Syntax ; RDF/XML syntax]

----------------------------
Additional Refs:

  • Try: W3C Markup Validation Service
  • Tutorial: Introducing RDF/XML

7a. Using Oxygen XML Editor
Tool: Oxygen XML Editor

7c. Group discussions
What to post: My experience with XML so far.

Wk 8

  • Metadata Structures and Semantics
  • Modeling metadata
  •  

Developing a Metadata Element Set
and/or an Application Profile

Case:  International Image Interoperability Framework (IIIF)

Reading: Chapter 4.1-4.3

Standard: International Image Interoperability Framework (IIIF) APIs 
-----------------------------
Additional Refs:

  • Guidelines for Dublin Core Application Profiles

8a. Developing an element set/ Application Profile (part I)
What to submit: Draft of desired metadata elements for the collection 

8c. Group discussions
What to post: My tips and questions.

Wk 9

(cont.) Metadata Structures and Semantics

Value spaces and value vocabularies

  •  
  • Crosswalks
  •  
  • Best practice guides

Reading: Chapter 4.4—4.7

Standards of value vocabs
-see Appendixes on textbook’s website
----------------------------
Crosswalks:
. Metadata Standards Crosswalks (Getty)
. MARC to DC crosswalk
. LODE-BD to Schema.org mapping

9a. Developing an element set / Application Profile (part II)
What to submit: Final specification.
Tool: ContentDM

9b.  Creating metadata descriptions using your own AP
What to submit: 2 records

9c. Group discussions
What to post: Share your final specification and 2 records (same as 9a and 9b).

Wk 10

  • Metadata Schemas
  •  
  • Background
  • Schema encoding
  • Examples of XML schemas for metadata standards / application profiles

Reading: Chapter 5
 
Standards:

  • [EAD 3 Schema] (WEBSITE lead to formats available as DTD, RNG, & XSD]
  • CopyrightMD Schema [XSD] ; Schema diagram [JPG image]
  • vCard Ontology [WEBSITE]

------------------------
Additional Refs:
Readings: Chapter 10.

10.a. A metadata schema ready for implementation
Option 1: Create an XML schema using oXygen and test it.
What to submit: (1) The XML schema you created (xml file or screenshots)
(2) A metadata XML record you created (file or screenshots)

Option 2: Implement your AP on ContentDM and test it.
What to submit: (1) A link to, or screenshots of, your ContentDM Field properties page.  (2) Link(s) to your ContentDM record(s).

Option 3: Create an ontology using Protégé and test it.
What to submit: (1) The ontology you created (zip file or screenshots)
(2) An instance you created (include in the zip file or give screenshots)

10c. Group discussions
What to post: My experience of developing a metadata schema.

Wk 11

Metadata Services

  • Overview
  • Registries
  • Repositories
  • Ensuring optimal metadata discovery
  •  

Case: : Linked Open Vocabularies (LOV)

Reading: Chapters 6.

------------------------

Additional Refs:

Try tool: Open Calais' RDF/XML output
Try tool: OpenRefine

  • Watch: Introduction toOpenRefine [go to WEBSITE]

11a. Explore metadata services, including a registry, two repositories, and a portal.
What to submit: Your report.

11c.  Group discussions
What to post: How I queried DBpedia and what I found.

Wk 11 

Metadata Services 
Overview
Registries
Repositories
Ensuring optimal metadata discovery

Case: Linked Open Vocabularies (LOV)

Reading: Chapter 6.

Community standard: OAI-PMH

------------------------

Additional Refs:

  • Readings of Chapter 6       

11a. Explore metadata services, including a registry, two repositories, and a portal. 
What to submit: Your report   

11c.  Group discussions  
What to post: My observations of the metadata services that I explored.  

Wk 12

Metadata as Linked data

Linked Data in the practices of LAMs

What is Linked Data?

W3C Library Linked Data Incubator Group Final Report 

[Your Final project starts]

Reading: Chapter 6.4 & 6.5.2.4

----------------------------
Additional Refs:

12b. Query DBpedia
 Tool: DBpedia query forming template; DBpedia Sparql Endpoint; Gephi visualization platform.
What to submit: Your report.  

12c.  Group discussions
What to post: My thought of metadata as LOD.

Wk 13
11/21-27

(cont.) Metadata as Linked data 

Case:   -- Online Coins of the Roman Empire (OCRE)   

Metadata Quality

  •  
  • Criteria for measuring quality
  •  
  • Evaluation methodology
  •  

Reading: Chapter 7

W3C standard: [SPARQL]

--------------------------
Additional Refs:

  • Learning Sparql

Try tool:  

  • Google Fusion Table

13a. Analyzing: Crosswalking and data converting

13c. Group discussions
What to post: (1) Your final project plan; (2) Give comments and suggestions to classmates' plan.

Wk 14

Metadata Interoperability

  • Schema level
  • Description/record level
  • Repository level

Alignment approaches for LOD

Reading: Chapter 8

---------------------------
Additional Refs:

  • Europeana Data Model

14a. A practice on a real case.
Analyze: Europeana or DPLA
What to submit: A brief report about your findings; and a well-structured plan.

14c.  Group discussions
What to post: My thought after the analysis.

Wk 15

Metadata Research Landscape, Activities, & Trends

Summary and Conclusion

[Final project completes]

Reading: Chapter 9

-------------------------------
Additional Refs:

15a. Final project
What to submit: Final project.

15b. Project showcase
What to post: A presentation of your final project. Post in the class’ General Discussion Board.

15c.  Group discussions
What to post:  Ten things I have learned in this course.





Notes:

Readings for each chapter: find on each chapter's page at textbook's website http://metadataetc.org/book-website2nd/

Appendix A. Metadata Standards -- Metadata schemas, application profiles, and registries
Appendix B. Value Encoding Schemes and Content Standards
Glossary (see textbook, also available on Blackboard Learn)
Bibliography (see textbook)

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To fellow professional instructors: If you would like to check my course materials, please contact me. The publisher also have access to a whole set of practices and assignments we designed for instructors. Contact ALA Publishing (USA) or Facet Publishing (UK & outside of USA)