IST600: Metadata

Fall 2007

Instructor: Jian Qin
Office: 235 Hinds Hall
Phone: 3-5642
Email: jqin@syr.edu

Course Description

Metadata has broad applications in many domains that deal with digital information management and services. This course introduces concepts, principles, and practices of metadata. Topics covered include the design of metadata schemes, data binding formats, interoperability, metadata administration, tools, vocabulary for metadata elements and values, and quality control and evaluation. Students will have opportunities to examine international metadata standards, activities, and projects through case studies. The course will discuss metadata’s role in digital information search and display, and provide extensive opportunities for hand-on experience with metadata management systems. Students’ performance will be assessed by a series of exercises and presentation as well as a final group project.

Course Objectives

At the end of this course, students are expected to be able to:

·        Have a good understanding of metadata concepts and the roles of metadata standards

·        Become familiar with various metadata schemas and standards

·        Design and implement a metadata scheme for an application domain by using standards or developing application profiles

·        Understand metadata interoperability and develop mechanisms for metadata transformation and communication between systems

·        Conceptually design the search and navigation architecture based on metadata elements

Statement on Academic Integrity

Graduate and doctoral students enrolled in IST courses are required to follow the guidelines for academic honesty described in the School of Information Studies Statement on Academic Integrity, available in any IST Student Handbook, on the Web at  http://istweb.syr.edu/design/academic/courses/administrative/integrity.html or on request at the IST Student Services Office in 4-206 Center for Science and Technology.

 

Academic dishonesty includes but is not limited to plagiarism, cheating on examinations, unauthorized collaboration, multiple submission of work, misusing resources for teaching and learning, falsifying information, forgery, bribery, and any other acts that deceive others about one's academic work or record. Students should be aware that standards for documentation and intellectual contribution may depend on the course content and method of teaching, and should consult instructors for guidance.

Required readings:

Baca, Murtha. (Ed.) (2000). Introduction to Metadata, Pathway to Digital Information. Getty Information Institute. URL: http://www.getty.edu/research/conducting_research/standards/intrometadata/index.html

Caplan, P. (2000). International metadata initiatives: lessons in bibliographic control. Paper presented at: Conference on Bibliographic Control in the New Millennium, Library of Congress, November, 2000. URL: http://lcweb.loc.gov/catdir/bibcontrol/caplan_paper.html 

Duval, E., Hodgins, W., Sutton, S., Weibel, S. L. (2002). Metadata principles and practicalities. D-Lib Magazine 8(4) URL: http://www.dlib.org/dlib/april02/weibel/04weibel.html

Hodge, Gail (2001). Metadata Made Simpler. Bethesda, MD: NISO Press. ISBN: 1-880124-50-5. URL: http://www.niso.org/news/Metadata_simpler.pdf

Metadata Basics (2005). http://www.loc.gov/catworkshop/readings/metadatabasics/index.html

Assessment

The purpose of grading is to evaluate your performance and your ability to develop, utilize, and articulate your ideas concerning the topics covered in the course.

Individual work:

·        Practical assignments: 40% (5 x 8%)

·        Group Presentation (standards and/or cases): 10%

·        Final project: 30 % 

 

Class participation (20%) will be evaluated by: 

a.      evidence of having read assigned readings;

b.      asking meaningful and relevant questions;

c.      volunteering answers and ideas; and

d.      active involvement in group activities and in-class exercises. 

 

Schedule of Class Activities

Date

Topic and Lecture Notes

Readings and Standards

Activities and tools

8/27

Metadata development overview (html)

  • Metadata concepts

  • Pre-Internet era of metadata

  • The Internet arena and evolving metadata landscape

Metadata records (html)

  • Embedded in a digital object

  • Stand-alone records in databases

Metadata types and functions (html)

  • Metadata type taxonomies

  • Functions   

Gail, 2001; NISO, 2004.

 

 

Lab: XML encoding basics

 

Tool: XML Spy software

9/3

Dublin Core (ppt)

  • The Dublin Core Metadata Element Set

  • Other Elements and Element Refinements, Encoding Schemes

  • The DCMI Type Vocabulary

Dublin Core (DC) and DC-related element sets

Tool: Template for generating DC records: DOT

 

9/10

Bibliographic description metadata sets (ppt)

  • MARC (MAchine-Readable Cataloging)

  • MODS (Metadata Object Description Schema)

  • MARCXML

Others:

  • Text Encoding Initiative (TEI)

  • TEI Header

  • GILS (Government Information Locator Service/Global Information Locator Service)

MODS

 

MARCXML Encoding Schemes

 

Exercise 1

9/17

Education (ppt)

  • IEEE Learning Object Metadata (LOM)

Others:

  • GEM Element Set, The Gateway to Educational Materials

  • DC-Ed (Dublin Core Education Working Group) Extensions

  • The Sharable Content Object Reference Model (SCORM)

IEEE LOM

 

GEM

 

DC-Ed

 

 

 

 

 

Tools:

Learning object metadata editor: LOMPad  

 

eduSource Repository-In-A-Box (eRIB)

 

 

9/24

Visual Objects (ppt)

  • Categories for the Description of Works of Art (CDWA)

  • VRA Core Categories version 3.0 and 4.0 Beta

CDWA

VRA

Exercise 2:

 

Tool: XML Spy

 

10/1

Visual Objects (continued) (ppt)

  • Cataloging Cultural Objects (CCO)

  • NISO Metadata for Images in XML Schema (MIX)

  • Object ID

Others:

  • MPEG-4

  • MPEG-7

CCO

 

10/8

Archives and digital preservation (ppt)

  • EAD (Encoded Archival Description) DTD

  • OAIS (Reference Model for an Open Archival Information System: http://ssdoo.gsfc.nasa.gov/nost/isoas/ref_model.html)

EAD

 

Exercise 3

 

Tool: EAD templates

10/15

Metadata schemas for scientific data (ppt)

  • ISO 19115

  • Content Standards for Digital Geospatial Metadata (CSDGM)

  • NBII Biological Metadata Standard

ISO19115

CSDGM

 

CSDGM workbook

 

Tool: Metavist 2005

10/22

 

Working with metadata for your digital collection (ppt)

  • Initial decisions 

  • Developing a metadata element set

  • Selecting a system: proprietary vs. open source

Case: Government application profile

 

 

 

 

Exercise 4

 

10/29

Metadata profiles (ppt)

  • Analysis and creation of profiles based on existing standards

  • Introduction to metadata management systems

 

IMS Application Profile Guidelines Overview

 

11/5

Metadata interoperability (ppt)

  • Mapping between different metadata schemes

  • Metadata registries

  • Discussions and summary: Metadata Interoperability approaches

 

ISO 11179

 

Exercise 5

11/12

Metadata repositories for Interoperable/Shareable Metadata (ppt)

  • Metadata Repositories

    • The Open Archives Initiative Protocol for Metadata Harvesting

  • Quality Enhancement in Metadata Repositories

  • Policies, procedures, and best practices

  • Data import/export, transformation, display, and navigation

  • METS -- Metadata Encoding and Transmission Scheme

OAI-PMH

 

Best Practice Guides

 

METS

 

 

Demo: data import/export via Greenstone software

11/19

Thanksgiving holiday. No Class.  

 

11/26

Evaluation, quality analysis and control

Metadata activities and trends

  • Dublin Core Abstract Model
  • RDF -- Resource Description Framework (RDF) Model and Syntax Specification
  • International projects

Dushay & Hillmann, (2003), Stvilia et al, 2002

 

12/3

Wrap-up and project showcase