Sobek for Curators and Collection Managers

Training Two: Submitting and Editing Resource Files and Metadata

Mark SullivanNovember 2013

University of Florida George A. Smathers Libraries

Sobek image created by Jeff Dahl and is shared under the GNU Public License

Sobek for Curators and Collection Managers Training Series

1. Introduction to SobekCM's Capabilities2. Submitting and Editing Resource Files and Metadata3. QC Online and Serial Hierarchy4. Curator Tools and Outreach

http://www.youtube.com/user/sobekcmhttp://ufdc.ufl.edu/IR00003545

Agenda1) Metadata

a) Metadata in SobekCMb) Metadata for projects ( existing v. new )c) Importing records (MARC, Spreadsheets, etc..)d) Templates e) Default Metadata

2) Online submissiona) Without filesb) With files

3) Editing metadata4) Uploading new images/files5) Editing behaviors online6) Adding new volumes online7) Adding spatial information to your item and geo-placing a map online

(beta)

Metadata

Metadata in SobekCM

1) Metadata Architecture2) METS3) MODS4) Extension Schemas5) VRACore Example

Metadata Architecture

METS Wrapper

MODS (or MARC, DC)

Additional custom metadata

VRA Core Darwin Core etc..

METS• Metadata Encoding & Transmission Standard• Standard by Library of Congress (2001)• Wrapper standard that accepts any XML schemas• Contains

– Information about the METS file in the metsHeader – Bibliographic data in the dmdSec section(s)– Administrative information (technical, rights, etc..) in the amdSec section(s)

– List of all files grouped by type in the fileSec section– Divisions/pages (i.e., table of contents) in the structMap section

MODS• Metadata Object Description Standard• Standard by Library of Congress (2002)• De facto standard for digital libraries (METS/MODS)• Positives

– Can handle a (large) subset of MARC tags– Handles complex objects and can easily be extended

• Negatives– Hard round trip portability from MARC MODS MARC

without losing some refinements

Extension Metadata Modules

• Core “brain” of SobekCM with main metadata elements represented (based on MODS originally)

• Satellite extension metadata modules to add functionality

• Out of the “box” SobekCM supports 10 extension metadata modules

Extension Metadata Modules

Click to view full version

Extension Metadata Modules• DAITSS ( Archiving schema from FLVC ) • DarwinCore (Zoological taxonomy)• EAD ( Finding guides )• ETD ( Electronic theses and dissertations )• GML ( Geo-spatial metadata )• IEEE-LOM (Learning objects metadata)• Oral history (custom)• PALMM (deprecating)• Performing arts • RightsMD ( detailed access rights or embargo information )• VRACore ( visual/museum materials )

VRACore Example• Visual Resource Association Core Metadata• Developed in 1996 by Visual Resource Association• Used for describing visual/cultural materials• Includes standard DC tags– Date, title, description, rights, subjects, etc..

• Also more unique tags– Cultural context– Style– Technique– Measurements (detailed)– Etc..

VRACore Example

VRACore Example

• Pre-existing fields not duplicated– Date, title, description, rights, subjects, etc..

• New objects / fields added– Cultural context– Style– Technique– Measurements (detailed)– etc..

Custom Extension Modules

• System supports ability to add new metadata reader/writers to add new extension schemas

Metadata for Projects

• Existing v. New?• Format of existing?• How to get the data in?• Pros and cons of each approach?

Metadata for Projects

SobekCM Record

Goal

Metadata for Projects

Existing Record No / Poor Records

Project Source

Metadata for Projects

SobekCM Record

Existing Record No / Poor Records

?

Metadata for Projects

SobekCM Record

Add Volume Web SubmitMARC Import Spreadsheet Import

Existing Record No / Poor Records

Metadata for Projects

SobekCM Record

Add Volume Web SubmitMARC Import Spreadsheet Import

Existing Record No / Poor Records

Bulk Importing Records Demos

• MARC Import

• Spreadsheet Import

Templates• Contain the fields (and format) to be provided for online submission (or editing)

broken into pages/panels

• Options related to online submission– Can submit files(s), url?– MUST submit file(s), url?– Item visibility ( private v. public )– Email addresses to receive notification of submissions– Include user as author?– Permissions statement– New BibID* root ( i.e., ‘IR’, ‘AA’, ‘CA’, etc.. )– Custom help page URL

• Stored as XML files at the instance level

*

Jargon Alert!

Default Metadata

• Default metadata (or behaviors) to be applied whenever a new item is submitted through the online interface

• Currently stored as METS files at the instance level.

• Plan for user-specific default metadata in the near future

• Previously called projects

Setting Default Metadata / Templates

Online Submission

Adding a new item through the online web interface

Metadata Editing

Editing the metadata for an online item through the web interface

Uploading New Images/Files

Adding new images or files to an existing item through the web interface

Editing Behaviors

Adding New Volumes

Spatial Information (beta)

FOR MORE INFO:

Mark Sullivanmarsull@uflib.ufl.edu

SobekCM Discussion Group:https://groups.google.com/forum/#!forum/sobekcm-discuss