who updates publisher metadata and why? downstream vendors on what happens to metadata in the supply...

Who Updates Publisher Metadata and Why?

Downstream Vendors on What Happens to Publisher Metadata in the Supply Chain

Moderator and Panelists Moderator •  Renée Register, DataCurate LLC

Panelists •  Sam Dempsey, VP of Data Management, Baker & Taylor •  Patricia Payton, Senior Manager, Publisher RelaHons and

Content Development, Bowker

•  Richard Stark, Director, Product Data, Barnes & Noble •  George TaLersfield, VP of Merchandising, Ingram Book Group

Downstream Metadata Survey

1.  Which metadata elements are oQen changed and why are they changed?

2.  Which metadata elements are oQen added and why?

3.  How are needed changes or addiHons idenHfied? 4.  What processes are involved in adding or changing

metadata? 5.  Where does vendor metadata go aQer changes and

enhancements are made?

6.  What are the benefits of changing or enhancing publisher metadata?

Most Common Changes

•  Title/SubHtle •  Contributor •  Series

•  Subject •  PublicaHon Data

•  Status/Availability

Why Change Title/SubHtle? •  Non-‐Htle informaHon included in the Htle

field is moved to correct fields to improve display and search

–  Common examples: •  EdiHon •  Binding

•  Series •  Translated Htle

•  CapitalizaHon is standardized

Why Change Contributor?

•  Make names consistent across Htles by using a name authority file

–  Standardize variaHons in names –  Ensure that Htles are associated with the correct

contributor name –  Some contributor work is automated but some

must be reviewed manually

Why Change Contributor?

•  Move InformaHon included in the contributor field to correct fields to correct fields to opHmize search, sorHng, and display

–  Examples: •  Degrees (PhD, etc.) •  Titles (Dr., Pope, etc.) •  Birth/death dates.

Why Change Series? •  Move series names from incorrect fields to the

series field –  Allows search by series

•  Regularly review books in series –  Ensure they are connected to the correct series

–  Ensure consistent informaHon across Htles

Why Change Subject? •  Replace general subjects with more specific

subjects

•  Replace sent subjects with clearly more accurate subjects

–  Examples: •  Title is coded with both JNF (Juvenile non-‐ficHon) and

JUV (Juvenile ficHon) BISAC codes

•  Title is coded with both HIS (History) and FIC (FicHon) BISAC codes

Why Change PublicaHon Date? •  Vendors work closely with publishers on

publicaHon date changes

•  May update a publicaHon date to reflect the actual date that the book is available to consumers

Why Change Status/Availability?

•  Vendors regularly compare prices received in metadata files to actual invoiced prices

Why Change Price?

•  Updated based on purchase order acknowledgements and other supply chain messages •  For example, physical receipt of a product

may cause a change in status/availability

Common reasons for changes

•  Standard quality checks idenHfy changes needed –  Vendors rouHnely confirm metadata received against

the published book

–  Publisher metadata moved to correct ONIX field –  Periodic data reviews are also common and aLempt

to ensure: •  Consistency across different formats of the same Htle •  Consistency within a series

•  Consistency and standardizaHon of contributor names

Metadata most oQen added

•  EdiHon

•  Series •  Contributor Biography •  Awards

•  Media menHons •  Bestseller menHons •  Title linking across

formats •  Age and grade level

•  Metadata licensed or created in-‐house

•  Reviews

•  Tables of contents

•  DescripHons

•  Covers

•  Proprietary subjects and descriptors

•  Dewey Decimal ClassificaHon or other library metadata

Common reasons for adding metadata

•  Known informaHon about the book is not supplied by publisher

•  Elements are added to enhance user experience and increase discovery and sales

•  Proprietary data for the vendor is added •  AddiHonal metadata is needed for the library

market •  Formaing is added to allow Htles to link

automaHcally

Ingram Book in Hand changes made (1600 Htles tested)

Changes made # Changes % Features Added 1389 86.8%

Illustrations Added 960 60.0% Page Count 917 57.3%

Image Scanned 623 38.9% Country of Manufacture Added 474 29.6%

Contributor Changed 374 23.4% Contributor Added 329 20.6%

Series Added 261 16.3% Title Changed 237 14.8%

Contributor Deleted 237 14.8% Subtitle 205 12.8%

Series Changed 166 10.4% Edition 161 10.1%

Examples

Title and SubHtle

Sam Dempsey

Vice President of Data Management

<Htle>

<b202>01</b202>

<b203>The First Phone Call From Heaven CD</b203>

<b029>The First Phone Call From Heaven CD</b029>

</Htle>

ONIX -‐ Format in Title field; use <b012> -‐ Title repeated, with Format, in SubHtle field

Title and Sub8tle

<Htle> <b202>01</b202> <b203><![CDATA[This Heart Within Me Burns – From Bedlam to Benidorm (Revised & Updated)]]></b203> <b030><![CDATA[This]]></b030> <b031><![CDATA[Heart Within Me Burns -‐ From Bedlam to Benidorm (Revised & Updated)]]></b031> </Htle>

ONIX -‐  SubHtle included in Title field, no SubHtle field included;

use <b029> -‐  EdiHon values included in Title field; use <b056> <b058>

<Htle>

<b202>01</b202>

<b203>IntroducHon to Documentary,

Second Edi8on</b203>

</Htle>

ONIX -‐  EdiHon Number in Title field; use <b057>

<Title>How ODawa Spends Series, Volume 33</Title>

<Sub_Title>How ODawa Spends, 2012-‐2013 : The Harper

Majority, Budget Cuts, and the New OpposiHon</Sub_Title>

Proprietary XML format, not ONIX -‐  Title includes Series Name, Volume Number; use

<b018> <b019> -‐  SubHtle repeats Series Name, includes disHncHve Htle

elements

Excel -‐  Series and Series Number in Title field

ISBN Title Series Title

9781622861132

Losing Hope: Book One of the Sienna St. James Series Sienna St. James

Excel -‐  Series Number in Title field, not in Series Number

ISBN Title Series Title

9780761368175

#06 Sherlock Holmes and the Adventure of the Sussex Vampire

On the Case with Holmes and Watson

<Htle>

<b202>01</b202>

<b203>Brief Guide -‐ Global Warming, A</b203>

</Htle>

ONIX -‐  Lead arHcle appended; use <b030> <b031>

<Htle>

<b202>01</b202>

<b203>Mas Alla Del Escandalo</b203>

<b029>(Beyond the Scandal)</b029>

</Htle>

ONIX -‐  TranslaHon within SubHtle tag; use <b203>

with <b202>06

Metadata inconsistent with Title page

Metadata Title: Dive-‐Bomber & Ground-‐ALack Units of the LuQwaffe

Metadata inconsistent with Title page

Metadata Title: An Illustrated History of India Enterprise

Best PracHces for Title

-‐  Properly field elements:

-‐  SubHtle, Series, Series #, EdiHon, EdiHon #, Volume, Formats, lead arHcles, etc.

-‐  Match product’s Title page -‐  Make consistent across formats, ediHons, series -‐  Watch for misspellings, capitalizaHon, abbreviaHons,

truncaHons, special characters, etc.

-‐  Send “consumer/patron” ready

Examples

Contributors

Review Quotes

Richard Stark, Director Product Data

Good pracHce: Contributor names

•  As disHnct fields, the least you can do is: – First name – all names preceding the indexing name of a person (include a middle name here)

– Last name – the key or indexing name of a person

OR

•  Corporate Contributor – if it’s not a person, don’t use the fields for people, use this instead.

Good pracHce: Contributor names   Titles before names or prefixes to en8re names

  Pope John Paul II   Names before key name (includes given names as appropriate)

  Robert Louis Stevenson   Prefixes to key name(s)

  Simone de Beauvoir

  Key name(s) (usually the family name)   Gabriel García Márquez

  Names aêr key name(s) (including given names where appropriate)   Mao Zedong

  Suffix aêr key name(s)   Reverend Adam Clayton Powell, Jr.

  Qualifica8ons and honors aêr name(s)   Stephen LaBerge, Ph.D.

  Titles aêr name(s)   Sarah Ferguson, Duchess of York

Good pracHce: MulHple contributors

•  Support for three to five contributors is a minimum in trade retail records, but accurately lisHng everyone associated with the book is best.

•  Support sequence numbering: – Author order is important and metadata records should give a clear order for display.

Good pracHce: Contributor role(s)

•  You need to specify who did what – “author” is code “A01” – “editor” is “B01” – “illustrator” is “A12”

•  If one contributor fulfilled two roles, repeat the contributor and assign each entry its own role code.

Contributor Name Mapping all variants to an authority controlled form of the name ensures that all Htles by Leo Tolstoy will be grouped together rather than scaLered across

mulHple versions of his name.

Contributor Authority Control

Tolstoi , Count Lev

Tolstoi , Graf Leo N.

Tolstoi , León Tolstoi , Lev Nicolaevici

Tolstoi , Lew Nikolajewitsch

Tolstoi , Liev Nikolaievich

Tolstoi , Count Lvof N.

Tolstoj , Lev Nikolaevitch

Tolstoy, Count Lev N.

Tolstoy, Graf Leo

Tolstoy, Leo Nikolayvich

Tolstoy, Leo Nikolaevich

Tolstoy, Graf Lev

Tolstoy, Lyof N.

Leo Tolstoy ISNI: 0000 0004 0006 2877

•  Each Public iden8ty of a given Party gets its own ISNI: •  Lewis Carroll & Charles Lutwidge Dodgson get separate

ISNIs

•  Separate iden88es that are the same person can be linked

•  Authors of the same name get dis8nct ISNIs:

•  Thomas Wolfe

•  Tom Wolfe, author of The Bonfire of the Vani/es

•  Tom Wolfe, author of numerous books on woodcarving

ISNI: Interna8onal Standard Name Iden8fier

•  Günter Graß, Guenter Grass and Guenter Graß are character set variances of the same Public Iden8ty

•  Ciaikovsky, Pjotr Iljc and Пётр Ильич Чайковский are translitera8on variances of the same public iden8ty and also receive the same ISNI.

•  Pyotr Tchaikovsky and Peter Tchaikovsky are linguis8c variances of the same public iden8ty and again receive the same ISNI

Character-‐Set & Spelling Differences Don’t Change the ISNI

Good pracHce: Review quotes <produc8den8fier> <b221>03</b221>

<b244>9780520262508</b244>

</produc8den8fier>

<othertext>

<d102>08</d102> <d104>A gorgeously produced collec8on of maps and essays.</d104>

<d107>Nikil Saval</d107>

<d108>The Los Angeles Review of Books</d108>

<d109>20101103</d109>

</othertext>

<othertext> <d102>08</d102>

<d104>Inven8ve and affec8onate.</d104>

<d107>Lise Funderburg</d107>

<d108>The New York Times Book Review</d108>

<d109>20101205</d109>

</othertext> <othertext>

<d102>08</d102>

<d104>A many-‐layered treat for any San Franciscan who thinks she knows her city.</d104>

<d107>Danielle Sommer</d107>

<d108>KQED</d108>

<d109>20101018</d109>

</othertext>

Infinite City: A San Francisco Atlas

by Rebecca Solnit ISBN: 9780520262508

<d102> tag idenHfies the type of text provided. Value 08 indicates that the text is a review quote.

<d107> tag idenHfies the author of the provided text. This tag is only used when there is a named author/reviewer.

<d108> tag idenHfies the corporate source of the provided text. The publicaHon where a review appeared would be placed here.

<d109> tag idenHfies the publicaHon date of the provided text (review).

<d104> tag idenHfies the actual text of the review.

Bad pracHce: Review quotes <othertext> <d102>18</d102>

<d104><![CDATA[<DIV>What makes a place? Infinite City, Rebecca Solnit’s brilliant reinven8on of the tradi8onal atlas, searches out the answer by examining the many layers of meaning in one place, the San Francisco Bay Area. Aided by ar8sts, writers, cartographers, and twenty-‐two gorgeous color maps, each of which illuminates the city and its surroundings as experienced by different inhabitants, Solnit takes us on a tour that will forever change the way we think about place. She explores the area thema8cally—connec8ng, for example, Eadweard Muybridge’s founda8on of mo8on-‐picture technology with Alfred Hitchcock’s filming of Ver8go. Across an urban grid of just seven by seven miles, she finds seemingly unlimited landmarks and treasures—buDerfly habitats, queer sites, murders, World War II shipyards, blues clubs, Zen Buddhist centers. She roams the poli8cal terrain, both progressive and conserva8ve, and details the cultural geographies of the Mission District, the culture wars of the Fillmore, the South of Market world being devoured by redevelopment, and much, much more. Breathtakingly original, this atlas of the imagina8on invites us to search out the layers of San Francisco that carry meaning for us—or to discover our own infinite city, be it Cleveland, Toulouse, or Shanghai. “A gorgeously produced collec8on of maps and essays.” —Nikil Saval, Los Angeles Review of Books “Inven8ve and affec8onate.” —Lise Funderburg, New York Times Book Review “A many-‐layered treat for any San Franciscan who thinks she knows her city.” —Danielle Sommer, KQED</DIV>]]></d104>

</othertext>

Infinite City: A San Francisco Atlas

by Rebecca Solnit ISBN: 9780520262508

Using CDATA tags is bad pracHce. Data providers should use XHTML to provide informaHon on formaing the text.

Using <DIV> tags is bad is bad pracHce. SeparaHng a secHon of text can be handled using a tag.

ConcatenaHng review quotes at the end of the jacket copy or main descripHon is BAD pracHce.

Examples

EdiHon

Series

Patricia Payton, Senior Manager

Publisher RelaHons and Content Development

First EdiHon

<b058><![CDATA[First EdiHon]]> </b058>

Numbered EdiHon

<Htle> <b202>01</b202> <b203>Bartending 101</b203> <b029>The Basics of Mixology, 4th EdiHon</b029> </Htle> <Htle> <b202>05</b202> <b276>40</b276> <b203>Bartending 101 (4E)</b203> </Htle>

<b057>4</b057> <b058><![CDATA[Fourth EdiHon]]></b058>

BISG Best PracHces

Foreign Language EdiHon

<Htle> <b202>01</b202> <b203><![CDATA[Quiero a mi papa Porque (I Love My Daddy Because English / SpanishediHon)]]></b203> </Htle> <language> <b253>01</b253> <b252>spa</b252>

Special EdiHon

<Htle> <b202>01</b202> <b203>Harold and the Purple Crayon 50th Anniversary EdiHon</b203> </Htle>

BISG Best PracHces

Series

StandardizaHon of Series Name <series> <b018>The Haruhi Suzumiya Series</b018> </series> <Htle textcase="02" refname="Title" > <b202>01</b202> <b203>The DissociaHon of Haruhi Suzumiya</b203> </Htle>

<series>

<b018>Immortal Beloved</b018>

<b019>3</b019> </series>

<Htle textcase="02" refname="Title" >

<b202>01</b202>

<b203>Eternally Yours</b203>

</Htle>

Bowker Best PracHce

Series SubHtle <series> <b018>Let's-‐Read-‐and-‐Find-‐Out Science 1</b018>

</series>

<Htle>

<b202>01</b202>

<b203>How a Seed Grows</b203>

</Htle>

First Book in Series <othertext> <d102>08</d102> <d103>02</d103> <d104><![CDATA[ "A fantasHc new dystopian series...LiLlefield's compelling wriHng will keep

readers turning pages late into the night to find out what happens next. Outstanding!" Top Pick, 4 1/2 stars -‐RT Book Reviews]]>

</d104> </othertext>

<othertext> <d102>08</d102> <d103>02</d103> <d104><![CDATA[ "A series starter that will appeal to fans of Jeff Kinney and Dav Pilkey . . . A treat for all . . . And guess what? It makes for good tree house reading." -‐-‐ Booklist"Fans of Jeff Kinney’s “Diary of a Wimpy Kid”(Abrams) and Lincoln Peirce’s “Big Nate” series (HarperCollins) will be drawn to this book, while parents will enjoy the absence of snarky humor." -‐-‐ School Library Journal]]> </d104> </othertext>

InternaHonal Titles in USA Feeds

<Htle>

<b202>01</b202>

<b203>The Science of Discworld IV</b203> <b029>Judgement Day: It's Wizards Vs Priets in a BaLle

for the Future of Roundworld</b029>

</Htle>

Examples

Subject

George TaLersfield

Vice President of Merchandising

•  As a general rule a Htle cannot have both the parent and child of a specific subject tree

•  We aim for consistency across formats •  We try to assign categories based on content, not on the

merchandising plans of the publisher

•  Juvenile and YA books both get JUV or JNF subject headings, but not adult headings

•  A book cannot be both ficHon and nonficHon •  The three “ media He-‐in” subjects (FIC, JNF, and JUV) should

never be in first posiHon

•  We try to avoid the General subjects

Main reasons for changing subjects

A deep, thought-‐provoking novel of love, loss, civil unrest, and basketball. It is 1989, and Jim KeaHng has hit absolute rock boLom. He’s lost his wife to cancer, his house to bankruptcy, and his job as a college basketball coach to what many outsiders believed to be a racially insensiHve career-‐ending decision. He has also just about lost his mind, having slipped into a bout of serious depression. ALempHng to pick up the pieces and start life over, Jim returns home to Worcester and rents a small apartment.

… Soon, Jim finds himself in Burundi, Africa, where he is to create a basketball league that will bring two warring tribes—the Hutus and the Tutsis—together peacefully.

Example 1 An African Rebound: A Novel by Dan Doyle

FicHon coded as non-‐ficHon

Hardcover Ingram BISAC change

Ingram Regional Theme added

HIS001010 History-‐Africa-‐Central

FIC038000 FicHon – Sports

Africa

SPO004000 Sports -‐ Basketball

Example 1 FicHon coded as non-‐ficHon

A local guide leads adventurers on safaris into three surprisingly varied worlds: the bushveld, a river and a desert. Each environment brings its unique flavor to the adventure; mulHple images (both photos and illustraHons) and interesHng text introduce the region's fascinaHng wildlife with its intriguing habits and lifestyles. Readers are encouraged to play along by means of engaging acHviHes, games and quizzes, with answers at the end of each secHon. Nature's edible treats and useful props are ...

Example 2 Ge<ng Bushwise on Safari: A Young Explorer’s Guide

by Nadine Clark Juvenile coded as adult

Publisher BISAC Ingram BISAC change

TRV002000 -‐ Travel-‐Africa-‐General

JNF051100 – Juvenile NonficHon – Science and nature – Environment

NAT027000 – Nature -‐Reference

JNF051150 – Juvenile NonficHon – Zoology

NAT037000 – Nature -‐ Wildlife

JNF003000 – Juvenile NonficHon – Animals – General

Example 2 Juvenile as Adult

DAVID BUSCH'S CANON POWERSHOT G15 GUIDE TO DIGITAL PHOTOGRAPHY shows you how, when, and why to use all the features, controls, and funcHons of the G15 to take great photographs and movies. Introductory chapters will help you get comfortable with the basics of your camera before you dive right into exploring creaHve ways to apply file formats, resoluHon, and exposure. BeauHful, full-‐color images illustrate where the essenHal buLons and dials are, so you'll quickly learn how to use the Canon PowerShot G15, and use it like a pro!

Example 3 David Busch’s Canon Powershot G15

Incorrect BISAC subject

Publisher BISAC Ingram BISAC change

BUS001000 AccounHng – General

PHO024000 Photography – Techniques – Digital

PHO007000 Photography – Techniques – Equipment

3 Incorrect BISAC subject

Jerry Harris was a self-‐made California millionaire who, at age forty-‐four, had it all: booming businesses, yachts, a mansion, a beauHful wife, and a voice to rival Elvis. No one who knew this well-‐liked, generous man could make sense of his sudden disappearance one autumn night. …

Example 4 In the Name of Love by Ann Rule

Incorrect BISAC subject

Publisher BISAC Mass market paperback

Publisher BISAC Trade paperback

Publisher BISAC Audio

Ingram BISAC Change

TRU002000 True Crime – Murder – General


TRU003000 True Crime – Organized Crime


LIT000000 Literary CriHcism – General

LIT000000 Literary CriHcism – General

Example 4 Incorrect BISAC (Literary CriHcism)

Audio version different

Detailed travel map, scale 1:250,000, with an inset of central Mbabane, a distance chart and text informaHon for visitors.

Example 5 InternaLonal Travel Maps Swaziland Adult with juvenile BISAC subject

Publisher BISAC Ingram BISAC Change

JUV000000 Juvenile ficHon – General

TRV002000 Travel – Africa – General

TRV027000 Travel –Maps & Road Atlases

Example 5 Adult with juvenile ficHon BISAC subject

IdenHfying Needed Changes

•  Strongly Hed to processes developed for evaluaHon and manipulaHon of inbound metadata

•  RouHnely administered audits of the enHre database

•  All the vendors maintain specialists for file review and manual metadata acHviHes

Automated Processes •  Audits of inbound or recently added metadata to

detect missing metadata, formaing problems, and other errors

•  Metadata correcHon, normalizaHon, addiHon of proprietary data, and data mapping

•  Linking to name authority files •  Establishing links and checking for consistency

across Htles, e.g. the same Htle in different formats, Htles belonging to the same series

•  AddiHon of licensed metadata, e.g. reviews, tables of contents, etc

Staff Processes •  Book-‐in-‐hand review of metadata (for the

bookselling vendors) •  Close review of high-‐demand and high-‐profile Htles

•  Manual changes and addiHons based on audit reports

•  Changes and addiHons in response to internal staff (buyers, store personnel, etc.), consumer, and publisher reports

•  CommunicaHon with publishers to resolve issues discovered through automated or manual processes

Where Changes Go

Proprietary databases used for: 1.  To support internal processes such as ordering,

invoicing, etc

2.  To populate consumer-‐facing websites 3. To create licensed data products and services

such as Books in Print and ongoing data feeds to subscribing customers

Benefits of Changing Metadata •  Vendor panelists invest significant financial,

technical, and staff resources on metadata to: –  Increase sales

–  Improve search engine discoverability and customer experience

–  Create efficiencies in

•  Internal processes •  Supply chain communicaHon

•  TransacHons

Good metadata = beLer sales and reduced costs

QuesHons?

This presentaHon will be available from the BEA website aQer the conference.

Or contact Renée Register for a PDF of the presentaHon.

[email protected]

who updates publisher metadata and why? downstream vendors on what happens to metadata in the supply...

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