ala bh-em-201424-9

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Reinventing Cataloging: Models for the Future of Library

Operations

ALA Midwinter 2014 Philadelphia, PA, USA

January 24, 2014 !

Eric Miller em@zepheira.com

!#bibflow

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BibFlow!

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The Question

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What does the adoption of BIBFRAME mean to technical services workflow in an

academic library?!

Challenges• Interdependency across library functions that is the

root of our difficulty with changing any part of our local environment for fear of disrupting others

• Initial benefits achieved by consolidation on a single data format and software system (i.e., an Integrated Library System) has become a constraint on our flexibility in rapidly changing times

• It require years of planning to replace a key software system or convert huge amounts of legacy data

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We can (have to) do better!

The Project• Libraries need to implement new standards and

technologies, but we cannot adopt them in an environment constrained by complex workflows and interdependencies on a large ecosystem of data, software and service providers that are change resistant and motivated to continue with the current library standards

• Research is required on how research libraries should adapt our practices, workflows, software systems and partnerships to support our evolution to new standards and technologies.

2 year Project

Goals• A research agenda and set of activities to advance our community’s

understanding of:

• today’s resource description landscape

• the current and desired future state of our environment

• Develop a roadmap from our research and experimenting that the library community can reference for planning investments and changes over the coming years.

• greatest focus on academic library technical services processes, including acquisitions, licensing, cataloging, processing, digitizing, and so on.

• But also look at the impact of the new standards and technologies on related operations that rely on the same library data, such as circulation, interlibrary loan, and public catalogs.

Rethinking the Library as a Web of Data

• We have an opportunity to deconstruct the full library ecosystem

• Leveraging web strategy combine with understanding of current landscape to rethinking:

• local metrics

• cooperative metrics

• relationship of Tech services to other departments, workflows

• relationships between libraries

• relationships with vendors

Methodology• Ask key questions of all stakeholders about the

benefit/challenges and concerns about current environment and workflows

• Assume that current practice is dictated by the legacy systems we have grown accustomed to, and can be changed

• Test some data, explore ideas about linking and sharing that we have been thinking about

Questions• How does existing software, systems and workflows inhibit

adoption of new standards?

• Need to recognize we may have unhelpful dependency on the systems and the workflow imposed on us by them

• Rethink how we can introduce new standards into the current workflows

• Or better, let go of workflows that are system dictated and decide what you want to do. With open data on the web, so many more options are available.

The Question

• What is the impact of conversion?

• MARC (or X, Y, Z …) to BIBFRAME

• Benefits and limitations

• New ways to support curation and connections (cataloging *and* catalinking)

The Question

• What can be achieved by a next generation library management system using new standards?

• Value proposition and return on investment

The Question

• How might next generation library management systems and workflows work in the wider library data ecosystem?

• Economies of scale, lessons learned from other communities / industries

Quick example of New kinds of “Workflows” on Web

RDF

BIBFRAME

isPartOf

Incoming Actions for Bluebeard: a novel

2007-02-03: New translation work created Barbablù would you like to update your resource to connect to it?

2007-02-03: New Collection created Bluebeard Collection would you like to update your resource to connect to it?

isPartOf

The Question

• Can libraries adopt at different times?

• Benefits and costs of bleeding edge, leading edge, fast followers and impact of long tail

The Question

• What investments should libraries make and when?

• Biggest bang for buck

The Process• Identify and collect test data

• Map test data

• Explore conversion and ingest of test data

• Develop and test prototype discovery and display system

• Develop and test BIBFRAME-based transfer and exchange system

VENDORS !

Other Libraries OCLC, YPB, others Library of Congress

WORKFLOWS !

Localized Vendor-Driven Standardized

!METADATA

!Dublin Core

!EAD, MODS

!DDI, FGDC. DFDL

!Custom Schemas

TOOLS !

OLE !

ViewShare !

VUFind !

Google Scholar

University of California, Davis

!MARC records

!Aleph, Worldcat, OCLC YBP, etc.

Project Schedule• Project formation, • Discovery phase • MARC data

collection • Communication

• Non-MARC data collection

• Discovery Pipeline • Data Conversion • Initial OLE integration • Outreach

• Develop OLE prototype • Workflows and

Interfaces • Test Data Exchange • Outreach • Continue Testing

• Development Wrapup • Roadmap

2 years

We are here

The Deliverables• Sample test data sets

• Prototype discovery and display system code

• Project reports

• Links to related projects

• Comment mechanisms

Anticipated Outcomes• A well vetted and researched roadmap

• And you can help - start now (education, experimentation, prototype, partner)

• Reduce “fear” of the unknown

• Clear understanding of impact of moving toward BIBFRAME and the Web as a Platform for supporting the future of library operations

Thank youIf you have any questions,

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or would like to learn more about BibFlow, BIBFRAME, or components of this work

!http://zepheira.com/alamw14

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