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Bibliography in a Digital Age
  Report of the Satellite Meeting
  Warsaw, 9th August 2012


Neil Wilson
Information Coordinator
IFLA Bibliography Section




                                    1
National Bibliographies in the Digital Age:
               Guidance & New Directions (2009)



“The changes brought about
by the World Wide Web & the
explosion of electronic media
have called into question
many of the assumptions on
which national bibliographies
have been founded…”




                                         2
National Bibliographies in the Digital Age
                                    2010-


“Considering that the
environment is evolving fast,
this document is expected to be
revised periodically … to reflect
the changes “


Libraries now require a more
flexible, open, & dynamic
solution than traditional
printed text



                                            3
Warsaw Meeting
                    Purpose

To share:
• Experiences
• Techniques
• Challenges
…& begin to identify new themes & best practice




                                 4
Bibliography in the Digital Age
                         Guidelines & Examples


•   Neil Wilson: Guidelines for the future: sharing best practice
    for national bibliographies in the digital era

•   Aniko Dudás: Who are the users and what are their
    expectations?

•   Marcin Roszkowski: Integration of Polish National
    Bibliography within repository platform for science and
    humanities




                                                  5
National Bibliographies Around the
                 World Handling Online Materials
                        Practices, Challenges & Plans

•   Karin Kleiber: Online materials published in Austria - collecting,
    archiving and metadata

•   Tuula Haapamäki and Sinikka Luukkanen: Cataloguing Policy in
    the National Library of Finland - strategies and practices for the
    metadata of digital resources

•   Pat Riva: National Bibliography in Canada: Two national
    bibliographic agencies, two approaches

•   Anke Meyer: The management of a digital national bibliography
    at the Deutsche Nationalbibliothek

•   Hanne Hørl Hansen: Online materials in The Danish National
    Bibliography

                                                    6
For Those Who Couldn’t Be There…

      Presentations are now available from:

www.bn.org.pl/ifla-2012/presentations-and-videos




                                       7
Outcomes
                          Emerging Themes

•   A need for pragmatic selection policies
•   Open services to wider user groups
•   Acquisition & application of new skills
•   Linking & use of persistent identifiers
•   Definition of ‘published’ digital material
•   Targeted metadata transformation & crosswalks
•   Requirement for multiple forms of metadata

                                              8
Evolving Data Requirements

                                                           Evolving Market Requirement

    National                                       Printed works + e-books, chapters, articles etc.

    Bibliographic                                  Multimedia (video, audio, software games etc.)




                           Depth of description
    Agencies:                                      Additional content (contents, reviews, book jacket
                                                  images etc.)


   Operate in a global
                                                      Traditional Library
    market                                                Coverage
                                                   Core descriptive
   Create & supply                               information
                                                   Authors, titles, ISBN,
    metadata for a                                subjects etc.
                                                   Printed books, serials
    wider range of                                etc.


    resources than ever                               Range of resources requiring description

    before
                                                                         9                               9
Bibliographic Metadata
                       More Than Physical Description…

•   Metadata can record
    multiple properties:
          Licensing terms &
           conditions
          Technical &
           preservation data
          Structural
           information

•   To support:
          Collection
           management
          Discovery
          Access to content                    10
Pragmatism & Selection

No universal solution exists & national
variation exists between:

• Coverage of print, digital and multimedia

• Breadth & depth of descriptions applied

• Definition & treatment of materials




                                        11
Pragmatism & Selection

But agreement that:

  • We can’t be exhaustive but we can be representative

  • Should balance effort in creation of quality description &
    access points

  • ‘Minimal’ must still be accurate

  • Must be selective in harvesting & enhancement
    techniques

  • Advance (e.g. CIP) data is still valued

                                               12
Changing Environment
                    Who Are Our Users?

Library users were once
lone researchers but
may now include:

 • Collaborative Learners

 • Developers
 • Machines
What Do They Need?

New user types require greater flexibility in:

 • Support skills (e.g. IT, legal, library)

 • Access options including connection to content

 • Output formats & standards

 • Personalisation of data and services

 But all value consistency, authority &
  persistence of services offered…

                                              14
Open…

‘Open’ is becoming the
norm via:
• Open licensing models
• Open access routes
                                        Free
• Open standards                       Offering



Charging is a ‘MARC’ or
‘premium service‘ issue
Increasing data re-use
requires proactive licensing

                                        15
Growth Areas 1


•   Automated data
    creation - and
    enhancement

•   Web harvesting –
    selection/domain/event

•   Large scale processing
    of e-publications – via
    new workflows



                                         16
Growth Areas 2


•   Growth in the use of
    ontologies and
    controlled vocabularies

•   Semantic approaches
    – from ‘tags to triples’

•   Development and
    maintenance of
    persistent links & IDs

•   Linking - to and from
    resources
                                          17
Guidance?

    In such an era of
    disruptive change
    libraries need open
    access to best
    practice on:
•   Service delivery & lifecycle
•   Resource description &
    standards
•   Business models &
    administration

              And much more…


                                               18
2012 Guidelines Proposal

•   Create a new web
    resource describing best
    practice
•   Organise by theme
•   Provide links to back   up
    sources to ensure
    continuing relevance    &
    currency
•   Supplement with real
    world examples when
    possible


                                         19
Proposed Themes 1
                                  Context


    The Value of
    National
    Bibliographies

•   The mission of the national
    bibliography
•   Users & stakeholders
•   International
    recommendations
•   The changing operational
    context




                                            20
Proposed Themes 2
                           Organisation & Administration

Organisation
•   Responsibilities of a national
    bibliographic agency
•   Legal deposit legislation
•   National bibliographic control
•   Cooperative options for data
    creation

Administration
•   Resource issues & business
    models
•   Measuring the effectiveness of the
    national bibliography
•   Service lifecycle

•   Intellectual property & rights
    issues                                          21
Proposed Themes 3
                          Scope, Selection & Standards


Scoping & Selection
•   General selection criteria
•   Resource format
•   Exclusions policies


Resource Description & Standards
•   Bibliographic control principles & content
    standards
•   Identifiers
•   Metadata formats
•   Character encoding standards
•   Semantic web standards
                                                  22
Proposed Themes 4
                                    Delivery

Service Delivery
•   Global context of national
    services

•   Common requirements e.g.
    currency

•   Management &
    dissemination of changes to
    metadata

•   Delivery options e.g. online,
    linked data, PDF etc

•
    User support


                                               23
Timeline


At IFLA 2012 SC meetings:
•   Discussed Conference outcomes
•   Agreed methodology

Autumn 2012 – Summer
  2013
•   Allocate work for sections &
    invite expert contributions
•   Create site structure & begin to
    populate sample sections
•   Create initial text with links
•   Offer sample pages for feedback

                                                  24
New Best Practice Guidelines
                     How Can You Help?



•   Web site: http://www.ifla.org/en/bibliography


•   Blog: http://blogs.ifla.org/bibliography/




                                            25      Images
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Presentation on the Warsaw Conference on National Bibliographies August 2012

  • 1. Bibliography in a Digital Age Report of the Satellite Meeting Warsaw, 9th August 2012 Neil Wilson Information Coordinator IFLA Bibliography Section 1
  • 2. National Bibliographies in the Digital Age: Guidance & New Directions (2009) “The changes brought about by the World Wide Web & the explosion of electronic media have called into question many of the assumptions on which national bibliographies have been founded…” 2
  • 3. National Bibliographies in the Digital Age 2010- “Considering that the environment is evolving fast, this document is expected to be revised periodically … to reflect the changes “ Libraries now require a more flexible, open, & dynamic solution than traditional printed text 3
  • 4. Warsaw Meeting Purpose To share: • Experiences • Techniques • Challenges …& begin to identify new themes & best practice 4
  • 5. Bibliography in the Digital Age Guidelines & Examples • Neil Wilson: Guidelines for the future: sharing best practice for national bibliographies in the digital era • Aniko Dudás: Who are the users and what are their expectations? • Marcin Roszkowski: Integration of Polish National Bibliography within repository platform for science and humanities 5
  • 6. National Bibliographies Around the World Handling Online Materials Practices, Challenges & Plans • Karin Kleiber: Online materials published in Austria - collecting, archiving and metadata • Tuula Haapamäki and Sinikka Luukkanen: Cataloguing Policy in the National Library of Finland - strategies and practices for the metadata of digital resources • Pat Riva: National Bibliography in Canada: Two national bibliographic agencies, two approaches • Anke Meyer: The management of a digital national bibliography at the Deutsche Nationalbibliothek • Hanne Hørl Hansen: Online materials in The Danish National Bibliography 6
  • 7. For Those Who Couldn’t Be There… Presentations are now available from: www.bn.org.pl/ifla-2012/presentations-and-videos 7
  • 8. Outcomes Emerging Themes • A need for pragmatic selection policies • Open services to wider user groups • Acquisition & application of new skills • Linking & use of persistent identifiers • Definition of ‘published’ digital material • Targeted metadata transformation & crosswalks • Requirement for multiple forms of metadata 8
  • 9. Evolving Data Requirements Evolving Market Requirement National  Printed works + e-books, chapters, articles etc. Bibliographic  Multimedia (video, audio, software games etc.) Depth of description Agencies:  Additional content (contents, reviews, book jacket images etc.)  Operate in a global Traditional Library market Coverage  Core descriptive  Create & supply information  Authors, titles, ISBN, metadata for a subjects etc.  Printed books, serials wider range of etc. resources than ever Range of resources requiring description before 9 9
  • 10. Bibliographic Metadata More Than Physical Description… • Metadata can record multiple properties:  Licensing terms & conditions  Technical & preservation data  Structural information • To support:  Collection management  Discovery  Access to content 10
  • 11. Pragmatism & Selection No universal solution exists & national variation exists between: • Coverage of print, digital and multimedia • Breadth & depth of descriptions applied • Definition & treatment of materials 11
  • 12. Pragmatism & Selection But agreement that: • We can’t be exhaustive but we can be representative • Should balance effort in creation of quality description & access points • ‘Minimal’ must still be accurate • Must be selective in harvesting & enhancement techniques • Advance (e.g. CIP) data is still valued 12
  • 13. Changing Environment Who Are Our Users? Library users were once lone researchers but may now include: • Collaborative Learners • Developers • Machines
  • 14. What Do They Need? New user types require greater flexibility in: • Support skills (e.g. IT, legal, library) • Access options including connection to content • Output formats & standards • Personalisation of data and services But all value consistency, authority & persistence of services offered… 14
  • 15. Open… ‘Open’ is becoming the norm via: • Open licensing models • Open access routes Free • Open standards Offering Charging is a ‘MARC’ or ‘premium service‘ issue Increasing data re-use requires proactive licensing 15
  • 16. Growth Areas 1 • Automated data creation - and enhancement • Web harvesting – selection/domain/event • Large scale processing of e-publications – via new workflows 16
  • 17. Growth Areas 2 • Growth in the use of ontologies and controlled vocabularies • Semantic approaches – from ‘tags to triples’ • Development and maintenance of persistent links & IDs • Linking - to and from resources 17
  • 18. Guidance? In such an era of disruptive change libraries need open access to best practice on: • Service delivery & lifecycle • Resource description & standards • Business models & administration And much more… 18
  • 19. 2012 Guidelines Proposal • Create a new web resource describing best practice • Organise by theme • Provide links to back up sources to ensure continuing relevance & currency • Supplement with real world examples when possible 19
  • 20. Proposed Themes 1 Context The Value of National Bibliographies • The mission of the national bibliography • Users & stakeholders • International recommendations • The changing operational context 20
  • 21. Proposed Themes 2 Organisation & Administration Organisation • Responsibilities of a national bibliographic agency • Legal deposit legislation • National bibliographic control • Cooperative options for data creation Administration • Resource issues & business models • Measuring the effectiveness of the national bibliography • Service lifecycle • Intellectual property & rights issues 21
  • 22. Proposed Themes 3 Scope, Selection & Standards Scoping & Selection • General selection criteria • Resource format • Exclusions policies Resource Description & Standards • Bibliographic control principles & content standards • Identifiers • Metadata formats • Character encoding standards • Semantic web standards 22
  • 23. Proposed Themes 4 Delivery Service Delivery • Global context of national services • Common requirements e.g. currency • Management & dissemination of changes to metadata • Delivery options e.g. online, linked data, PDF etc • User support 23
  • 24. Timeline At IFLA 2012 SC meetings: • Discussed Conference outcomes • Agreed methodology Autumn 2012 – Summer 2013 • Allocate work for sections & invite expert contributions • Create site structure & begin to populate sample sections • Create initial text with links • Offer sample pages for feedback 24
  • 25. New Best Practice Guidelines How Can You Help? • Web site: http://www.ifla.org/en/bibliography • Blog: http://blogs.ifla.org/bibliography/ 25 Images from