Managing eBook Metadata in Academic Libraries

Managing eBook Metadata in Academic Libraries

Taming the Tiger

1st Edition - November 12, 2015

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  • Author: Donna E Frederick
  • Paperback ISBN: 9780081001516
  • eBook ISBN: 9780081002155

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Managing ebook Metadata in Academic Libraries: Taming the Tiger tackles the topic of ebooks in academic libraries, a trend that has been welcomed by students, faculty, researchers, and library staff. However, at the same time, the reality of acquiring ebooks, making them discoverable, and managing them presents library staff with many new challenges. Traditional methods of cataloging and managing library resources are no longer relevant where the purchasing of ebooks in packages and demand driven acquisitions are the predominant models for acquiring new content. Most academic libraries have a complex metadata environment wherein multiple systems draw upon the same metadata for different purposes. This complexity makes the need for standards-based interoperable metadata more important than ever. In addition to complexity, the nature of the metadata environment itself typically varies slightly from library to library making it difficult to recommend a single set of practices and procedures which would be relevant to, and effective in, all academic libraries. Considering all of these factors together, it is not surprising when academic libraries find it difficult to create and manage the metadata for their ebook collections. This book is written as a guide for metadata librarians, other technical services librarians, and ancillary library staff who manage ebook collections to help them understand the requirements for ebook metadata in their specific library context, to create a vision for ebook metadata management, and to develop a plan which addresses the relevant issues in metadata management at all stages of the lifecycle of ebooks in academic libraries from selection, to deselection or preservation.

Key Features

  • Explores the reasons behind creating records for our resources and challenges libraries to think about what that means for their context
  • Discusses the complex nature of academic libraries and the electronic resources they require
  • Encourages librarians to find their own way to manage metadata


Metadata and cataloging librarians in academic and research libraries, technical services librarians and managers and library managers.

Table of Contents

    • Dedication
    • List of Figures and Tables
    • About the author
    • Introduction
    • 1: Understanding eBooks, metadata, and managing metadata
      • Abstract
      • 1.1 What is metadata?
      • 1.2 What are eBooks?
      • 1.3 What does it mean to manage eBook metadata?
      • 1.4 Assumptions about metadata
      • 1.5 What does the nature of collections and metadata in academic and research libraries imply for the management of metadata?
      • 1.6 Final introductory words
    • 2: EBooks as a disruptive technology
      • Abstract
      • 2.1 Why can it be challenging to manage eBooks and eBook metadata in academic libraries?
      • 2.2 Understanding eBooks as “disruptive” to academic libraries
      • 2.3 Are eBooks truly a disruptive technology for libraries?
      • 2.4 EBook readers and eBook reading as disruptive
      • 2.5 How does managing metadata for eBooks relate to eBooks as a disruptive technology?
      • 2.6 Are eBooks really in a “wild west” phase?
      • 2.7 Taming the tiger
      • 2.8 Final words on the disruption caused by eBooks and taming the tiger
    • 3: Designing a method for managing eBook metadata
      • Abstract
      • 3.1 The difference between a vision and reality
      • 3.2 The job of the reader
      • 3.3 Explicit best practices for planning metadata
      • 3.4 Get the granularity right
      • 3.5 Process metadata in bulk
      • 3.6 Document and understand the functionality and limitations of systems used for the creation, processing, and sharing of metadata
      • 3.7 Take a scientific approach
      • 3.8 Final words on the impact of disruptive innovation in eBook metadata management
    • 4: Acquisitions: The often overlooked metadata
      • 4A Understanding eBook acquisitions in academic libraries
      • 4.1 Introduction to acquisitions
      • 4.2 Understanding the practice of acquisitions
      • 4.3 EBook acquisitions
      • 4.4 How have eBooks been disruptive to library acquisitions?
      • 4.5 Indirect implications of changes to eBook content access and the value of acquisitions metadata
      • 4.6 Consortia purchasing, DDA/PDA, and EBA/EBS
      • 4.7 Platform changes, vendor changes, and technology updates
      • 4.8 Introduction to questionnaires and tools sections
      • 4B Acquisitions metadata: Tools and methods for eBook metadata management
      • 4.9 Beginning to document a library’s unmet needs for eBook-related metadata
      • 4.10 Acquisition metadata containers and management tools
      • 4.11 Concluding words on acquisitions metadata
      • 4.12 Toolkit for creating acquisitions metadata
      • Hints for applying the principles
    • 5: Access and discovery: A focus on creating access metadata
      • Abstract
      • 5.1 What does “access” mean?
      • 5.2 Restrictions on access as established by license agreements
      • 5.3 Technical contact information
      • 5.4 Technical access metadata
      • 5.5 The value of technical access metadata
      • 5.6 The impact of change and the role of technical access metadata
      • 5.7 Where to record access metadata?
      • 5.8 Final words on access metadata
      • 5.9 Access metadata questionnaire
    • 6: EBook discovery metadata
      • 6A Discovery metadata: An introduction
      • 6.1 Structure of the discovery metadata chapter and parts
      • 6.2 What is discovery metadata?
      • 6B MARC 21 discovery metadata
      • 6.3 Why MARC?
      • 6.4 What is the MARC 21 standard?
      • 6.5 Other eBook metadata containers
      • 6.6 Original and copy cataloguing
      • 6.7 Subject headings
      • 6.8 Classification
      • 6C Bulk processing: Working with record sets and updating metadata
      • For those tempted to begin reading this book at this chapter
      • Questions to answer and documentation to include
    • 7: Maintenance of eBook metadata and troubleshooting
      • Abstract
      • 7.1 EBook metadata maintenance and disruptive changes
      • 7.2 Platform changes
      • 7.3 Loss of rights
      • 7.4 Frontlist or in-advance purchases
      • 7.5 Subscription purchases
      • 7.6 Record enrichment or updates
      • 7.7 Methods and practices for maintaining eBook metadata
      • 7.8 Troubleshooting
      • 7.9 Metadata maintenance toolkit survey
    • 8: Metadata for preservation and deselection
      • Abstract
      • 8.1 What does preservation of eBooks mean?
      • 8.2 Preservation metadata for locally hosted digital monograph collections
      • 8.3 Note on dedicated preservation metadata
      • 8.4 Purchased resources with “archiving rights”
      • 8.5 Information sector archiving
      • 8.6 The meaning of perpetual access
      • 8.7 Subscriptions
      • 8.8 Caution about managing metadata for hybrid methods for getting eBook access
      • 8.9 Deselection of eBooks
      • 8.10 Toolkit survey: Preservation and deselection metadata
    • 9: Special topics in eBook metadata
      • Abstract
      • 9.1 Demand-driven acquisitions or patron-driven acquisitions
      • 9.2 Approval plans
      • 9.3 Hybrid acquisitions models
      • 9.4 EBook purchasing consortia and shared services
      • 9.5 Metadata flows diagrams
      • 9.6 BIBFRAME
    • Conclusion
    • References
    • Index

Product details

  • No. of pages: 298
  • Language: English
  • Copyright: © Chandos Publishing 2015
  • Published: November 12, 2015
  • Imprint: Chandos Publishing
  • Paperback ISBN: 9780081001516
  • eBook ISBN: 9780081002155

About the Author

Donna E Frederick

Donna Frederick has worked in libraries since the mid-1980s and has seen the introduction of many new technologies over the years. Since 2010 she has been working actively with various aspects of eBooks in academic libraries and has held the position of Metadata Librarian at the University of Saskatchewan since 2011. Donna’s research interest is in studying how technological disruptions impact on libraries and how libraries and library employees adapt to those disruptions. The approach presented in this book reflects the author’s ongoing work in the area of assisting libraries to adapt to technological change.

Affiliations and Expertise

Metadata Librarian,University of Saskatchewan, Saskatoon, SK, Canada

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