sailing the digital serial seas: charting a new course with contentdm

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Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm Eve Grünberg Francesca Francis State Library of North Carolina NASIG 2013

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The State Library of North Carolina is legally mandated to facilitate public access to publications issued by State agencies and manage the depository system. With the increase of born digital documents and the demand for electronic access, the State Library needed to find a way to support the systematic collection, preservation, and access to state information in digital formats. Focusing on finding repository solutions for digital state publications and based on comparisons among leading products, the library found CONTENTdm to be the best overall fit. With the continuing need to create MARC records for digital documents, CONTENTdm offered functionality to create compound objects for single documents as well as structured serials, providing one permanent URL either way. Working with born digital and digitized serials still presents certain challenges with workflows, providing access, and compensating for the differences between born digital and digitized formats. This presentation discusses the ups and downs of managing digital serials in CONTENTdm, how we do it, and why we do it from the perspective of a mid-size state government library. Francesca Francis Assistant State Documents Cataloger, State Library of North Carolina Raleigh, NC I assist in the cataloging of original publications created by the state agencies of North Carolina, metadata/class schema/authority creation and management, and catalog problem-solving with a small side of reference desk work at the Government & Heritage Library. Prior to my time at the State Library, I worked part-time on a reference desk in the Cumberland County library system. While living in the DC area, I served as the catalog librarian for the U.S. Census Bureau and worked on a shelf list project with the U.S. GPO. I got my start in the library field when I was selected to work as the cataloging assistant at the law library of Catholic University while earning my MLS. As you may be able to guess, I kind of have a thing for cataloging and providing access to information, whether I'm on deck or in the control room...although I kind of have a penchant for playing the "[wo]man behind the curtain." Eve Grunberg Documents Cataloger, State Library of North Carolina I have been working at the State Library of North Carolina as a documents cataloger since 2006. I am responsible of cataloging everything published by state agencies regardless of the format. Working with differnet publications has given me a great deal of knowledge and experience with MARC cataloging rules and standards, different classification schemas, authority work, Library of Congress and OCLC cataloging tools, metadata standards, and the creation of controlled vocabularies.

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Page 1: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Eve GrünbergFrancesca Francis

State Library of North Carolina

NASIG 2013

Page 2: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Mandate of the Library and advent of digital publications

Finding a digital content (or asset) management system

Different types of digital serials and how we work with them

Challenges and expectations “Sailing” ahead

The Manifest

Page 3: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

The Library’s mandate: Manage and preserve state publications, respectively, in all formats for permanent public access and maintain a permanent depository collection of all printed state documents North Carolina State Documents Depository

System (est. 1987) = Clearinghouse + depository libraries

Identify, collect, process, distribute, provide access

Background

Page 4: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

2003 – 60%+ state government information born digital

Need a way to manage digital content Digital Management Program (DIMP) study

CONTENTdm Qualified Dublin Core Automated metadata crosswalking Customization Digital Archive for preservation

Digital pubs, ho!

Page 5: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Trial period: October 2006-February 2007 We bought and designed the ship

(but are renting the dock…)

The (pre-)maiden voyage

Page 6: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Readying the ship

Guidelines: Digital Collection Development Digitization Priorities General Metadata Metadata for Serials Preservation Metadata Preservation and File Format

http://digital.ncdcr.gov/cdm/about

Page 7: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Connexion Digital Import (i.e. CDI) = MARC (Connexion) Qualified Dublin Core (CONTENTdm)

Serials Multiple digital file upload Single reference URL Structure (“parent” & “children”)

Handling the cargo

Page 8: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

How received: PDF (from agencies or converted) Routine searching

How inventoried: Digital database PinPoint Hash

CINCH does both! http://cinch.nclive.org/Cinch/CINCHdocumentation.pdf

Final prep: Renaming (using guidelines; unique, for

preservation) Move to cataloging

Cargo type #1: Born digital

Page 9: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Start in MARC CDI feature – attach the digital object Crosswalk from MARC to Qualified Dublin

Core – digital object (w/ metadata) “drops” into CONTENTdm

Serials editing Edit metadata of parent approve index Edit metadata of children approve index

Transporting from Connexion to CONTENTdm

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CDI feature in Connexion

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Serial record (Project Client view)

Parent

Children

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Serial record (public view)

Parent

Children

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As compared to monographic record (public view)

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Library digitizes many of its own publications (including serials)

Identify publications digitized In house Internet Archive

Cargo type #2: Digitized serials

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DIMP/Internet Archive workflow

DIMP (Library)

Internet Archive

Digitization

Titles & MARC

records

Additional data (Z39.50 protocol

) Grab metadat

a & objects

Load object with metadata thru Project Client

Serial record

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Large serial files are treated as monographs (serial structure not created) Digitized files typically larger Some documents are thousands of pages long Loading times are too long, can freeze

Solution: Load as single items (individual compound objects w/ full

metadata) Add extra metadata field (serial title) to collocate Issue identifying information (i.e. year) added to title Special link to search results of all issues in serial title

Oversized cargo

Page 17: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Serials as monographs (public view)

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Serial structure (parent and children) also used for collection level records

Collections: Have collective research value, but may not be

worth cataloging alone (i.e. ephemeral) Share subject and/or agency information, other

natural relationships May or may not have a collective title

Miscellaneous cargo

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Collection level record

Page 20: Sailing the Digital Serial Seas: Charting a New Course with CONTENTdm

Anchoring serials during title changes

Digital materials tied to records Throwing traditional title changes overboard

New records for title changes as usual in MARC Single record approach in digital collection

Add all OCLC numbers, all titles (in other title field) on all records associated

Same link on all MARC records associated Exceptions: major changes to serial (i.e. title

merged/separated, agency shift, content/focus)

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Our experience and feedback has shown us that it is very difficult for the patrons to see the relationships and understand the records if we use a multiple records approach to show the serial title changes

When you think about your physical collection, the serials sit together seamlessly on the shelf regardless of the title change; and so by using a one-record approach, digital serials can “sit together” in the digital collection

WHY???

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Serial title changes

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Creating serial records is a multi-step and complex process

The index runs in the background…or does it? Approving large files (the sea monsters of the

collection) Coordinating workflows with others Deleting/replacing serial issues, or: whoops, we

broke the structure Turning monographs into serials

Riding the waves: Challenges with CONTENTdm

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Smoother-running approval and indexing Ability to handle secure and large files like

other files Better search engine: the white whale

Relevant results Alphabetical/chronological order

How much cargo can this ship hold? Finding the limits of an “unlimited” collection (and patching the leaks)

Sailing ahead: Our wish list

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http://ncgovdocs.org/

Sail to our port!

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Contact information

Eve Grünberg, State Documents Cataloger

[email protected]

Francesca Francis, Assistant State Documents Cataloger

[email protected]

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Questions? Comments?