Keynote: Two years at the British Library... and counting / Alan Danskin (British Library [retired]).

CILIP MDG
CILIP MDGCILIP MDG
Two years at the British
Library…
…and counting
Alan Danskin
(Formerly Collection Metadata Standards Manager)
CILIP Metadata & Discovery Group Conference 2023
#CILIPMDG2023
“[Collection metadata] is a key
organisational asset, representing
centuries of resource investment”
1987
The British Library was 14 years old
Hierarchical / Exclusive / Balkanised
• Multiple locations in London (St Pancras
was a building site) + Boston Spa
• No World Wide Web - BLAISE
• Few desktop computers – Typing
pool/pens & input sheets/Mainframe
• No British Library catalogue ….
Lunchtime drinking was considered normal…
St Pancras being constructed, 1987 © British Library
1987
The British Library was 14 years old
Hierarchical / Exclusive / Balkanised
• Multiple locations in London (St Pancras
was a building site) + Boston Spa
• No World Wide Web - BLAISE
• Few desktop computers – Typing
pool/pens & input sheets/Mainframe
• No British Library catalogue ….
Lunchtime drinking was considered normal…
BLCCP: British Library Catalogue Conversion Project team
1989. ©British Library
“The past isn’t dead. It isn’t even past.”
William Faulkner
6
British
Library
catalogue
of
printed
books.
K.G.
Saur
7
Heading
Sub-heading
Cross-reference
Sub-heading
Main Entry
Sufficiency
From
Panizzi’s
91
rules….
Sub-heading
8
100
240
700
240
245
087 [852]
From
Panizzi’s
91
rules….
240
9
Person (author of
The battle of life)
Attribute: language
of expression
Related Work (adaptation
of Work)
Dutch expression of The
Battle of Life
Work (by Charles
Dickens)
Related Works
…to
RDA’s
4,000+
options
Title Room British Museum pre-1914
“I. Titles to be written on slips, uniform in size.”
Rules for the compilation of the catalogue
FMT BK
LDR nam a22001573 4500
001 002614806
005 20201009183539.0
008 890802|1789||||||| || ||| ||fre
040 |a Uk |c Uk
1001 |a Necker, Jacques, |d 1732-1804.
24010 |a Appendix
24510
|a L'Opinion d'un citoyen indigène; ou suite des observations,
sur le discours de M. Necker.
264 1 |c [1789]
300 |a 31 pages ; |c (8º)
336 |a text |2 rdacontent
337 |a unmediated |2 rdamedia
338 |a volume |2 rdacarrier
340 |m 8vo |2 rdabf
85241 |a British Library |b HMNTS |j F.R.45.(12.)
SYS 002614806
FMT BK
LDR nam a22001573 4500
001 002614806
005 20201009183539.0
008 890802|1789||||||| || ||| ||fre
040 |a Uk |c Uk
1001 |a Necker, Jacques, |d 1732-1804.
24010 |a Appendix
24510 |a L'Opinion d'un citoyen indigène; ou suite des observations, sur le discours de M. Necker.
264 1 |c [1789]
300 |a 31 pages ; |c (8º)
336 |a text |2 rdacontent
337 |a unmediated |2 rdamedia
338 |a volume |2 rdacarrier
340 |m 8vo |2 rdabf
883
$aLanguage codes assigned by Bayesian analysis of words present in record$dd20200826$qUk
$c0.9919
85241 |a British Library |b HMNTS |j F.R.45.(12.)
SYS 002614806
KEY
Original
UKMARC/MARC 21
Enhancements
Transcribed from the
original and still
enabling discovery 150
years later
FMT BK
LDR nam a22001573 4500
001 002614806
005 20201009183539.0
008 890802|1789||||||| || ||| ||fre
040 |a Uk |c Uk
1001 |a Necker, Jacques, |d 1732-1804.
24010 |a Appendix
24510 |a L'Opinion d'un citoyen indigène; ou suite des observations, sur le discours de M. Necker.
264 1 |c [1789]
300 |a 31 pages ; |c (8º)
336 |a text |2 rdacontent
337 |a unmediated |2 rdamedia
338 |a volume |2 rdacarrier
340 |m 8vo |2 rdabf
883
$aLanguage codes assigned by Bayesian analysis of words present in record$dd20200826$qUk
$c0.9919
85241 |a British Library |b HMNTS |j F.R.45.(12.)
SYS 002614806
KEY
Original
UKMARC/MARC 21
Enhancements
Converted to UKMARC 1988-
1991
Converted to MARC 21, 2004
Enables exchange of data,
keyword searching
FMT BK
LDR nam a22001573 4500
001 002614806
005 20201009183539.0
008 890802|1789||||||| || ||| ||fre
040 |a Uk |c Uk
1001 |a Necker, Jacques, |d 1732-1804.
24010 |a Appendix
24510 |a L'Opinion d'un citoyen indigène; ou suite des observations, sur le discours de M. Necker.
264 1 |c [1789]
300 |a 31 pages ; |c (8º)
336 |a text |2 rdacontent
337 |a unmediated |2 rdamedia
338 |a volume |2 rdacarrier
340 |m 8vo |2 rdabf
883
$aLanguage codes assigned by Bayesian analysis of words present in record$dd20200826$qUk
$c0.9919
85241 |a British Library |b HMNTS |j F.R.45.(12.)
SYS 002614806
KEY
Original
UKMARC/MARC 21
Enhancements
Anglo-American Authority
File Project – alignment with
NACO 1993-2004
RDA Changes to improve
machine readability and
clarity, 2013-15
Languid project: to identify
language of content using
machine learning 2019-2022
Languid Project 2018-2022
This book is in French
• Implicit to humans
• Opaque to computers
• Estimated 4.5 million records
lacked MARC language codes
• Mostly pre-1975 collections
Languid Project 2018-2022
Dependencies
• Transcription of title
• Corpus of accurate metadata
• Expert professionals
• Capacity to try things out
Benefits:
• Improved knowledge of collections
• Better discoverability
• Inclusivity
“XVIII The title of the book next to be written,
and that expressed in as few words, and
those only of the author, as may be
necessary to exhibit to the reader all that the
author meant to convey in the titular
description of his work; the original
orthography to be preserved.” A Panizzi
Rules of the compilation of the catalogue.
Languid Project 2018-2022
Outcomes
Language gap closed:
• 5 million records enhanced
• 424 languages identified
• High confidence levels
• Identification more granular
than MARC 21/ISO 638-1
Graph of language codes pre-project
19
bl.uk
Improving the data will serve our users better
• Equity and inclusion - Enhanced language identification / Demonyms / Subject Terms /
Provenance
• FAST – doing more with less to increase subject coverage
• Georeferencer Project – visualisation / Locating a National Collection
• Embedding URIs – ISNI/FAST/Linked data/Share-VDE
The better our data the easier it will be to move to linked data in future
There’s always more to do
“The Share Family is a
suite of innovative tools
and services, developed
and driven by libraries, for
libraries, in an international
collaborative, consortial
effort.“
Casalini Libri
@Cult
Interoperate Bibframe and
LRM/RDA
Linked data: Share Family
Keynote: Two years at the British Library... and counting / Alan Danskin (British Library [retired]).
Benefits of Share-VDE collaboration
• Learn from practical experience our collaborators
have gained through other linked data initiatives
• Access to a state of the art, extensible infrastructure
designed for library data
• New channel for dissemination of the BNB, in
aggregation with other national bibliographies
• Re-tool our metadata for the 21st Century:
• Our data will be remodelled and clustered making it
more compatible with current data models, including
the IFLA Library Reference Model, RDA: Resource
Description and Access, and Bibframe
• Our data will be enriched with URIs that will make it
more effective in linked data environments
• An entity-centred view of the British National
Bibliography offers new perspectives for researchers
QAMM: Quality Assurance
Metadata Measure
24
bl.uk
Design principles
 A method that is extensible across all collections and workflows
 A method that enables valid comparisons between collections and workflows
 A method that enables quantification of the value added by the Library
 A method that accounts for stewardship of the Library’s metadata assets
 A method that identifies issues requiring remediation
Fitness for purpose
“Purpose and uses of the
catalogues” in section 6 of IFLA
International Cataloguing
Principles (ICP)
• to FIND bibliographic resources in a
collection as the result of a search using
attributes or relationships of the entities
• Single item (known item)
• Set of resources by shared criteria
• to IDENTIFY a bibliographic resource or
agent (that is, to confirm that the described
entity corresponds to the entity sought or to
distinguish between two or more entities with
similar characteristics)
• to SELECT a bibliographic resource that is
appropriate to the user’s needs (that is, to
choose a resource that meets the user’s
requirements with respect to medium, content,
carrier, etc., or to reject a resource as being
inappropriate to the user’s needs)
• to acquire or OBTAIN access to an
item described (that is, to provide information that
will enable the user to acquire an item through
purchase, loan, etc., or to access an item
electronically through an online connection to a
remote source); or to access, acquire, or obtain
authority data or bibliographic data;
• to navigate and EXPLORE
• within a catalogue, through the logical
arrangement of bibliographic and authority
data and the clear presentation of
relationships among entities
• beyond the catalogue, to other catalogues
and in non-library contexts
+
• to MANAGE the collection efficiently by
supporting automation of processes and provision
of management information
ID0 Use case Condition Encoding Status
B01 FIND by the title or name of the entity
described
MARC 2454a Mandatory
B02 OBTAIN the item or access to the content using
shelfmark or link
MARC 852;MARC
856
Mandatory
B03 SELECT in accordance with restrictions on
access or reuse
Carrier type=online (338) OR
Collection DSC (52$b)
MARC 506;MARC
540
Mandatory if applicable
B04 SELECT by content, media or carrier type MARC 336,337,338 Mandatory
B05 IDENTIFY or SELECT by attributes appropriate to
the type of resource
See specific tabs As specified Mandatory if applicable
B06 IDENTIFY the provenance of the item(s)
described
Copy specific policy applies MARC 541;MARC
561;MARC 700
Mandatory if applicable
B07 FIND using a standard identifier Monograph;Serial MARC 021;MARC
022
Mandatory if applicable
B08 IDENTIFY of SELECT by source of metadata MARC 040 Mandatory
B09 SELECT by content or carrier type MARC 336;337,338 Mandatory
B10 MANAGE routing to services Record is finished (FIN=Y); Digital:
859$a is valid
MARC FIN; 859 Mandatory if applicable
B11 MANAGE by date of publication 008/6-14 Mandatory
B12 MANAGE by country of publication 008/15-17 Mandatory
B13 MANAGE by language of content 008/35-37 Mandatory
B14 MANAGE by source of cataloguing MARC 040 Mandatory
B15 FIND by National Bibliography number Valid for BNB MARC 015 Mandatory if applicable
S01 IDENTIFY the intellectual content of the
resource
The Work or Expression
manifested needs to be
disambiguated or explicitly
identified
MARC 130, 1XX/240,
7XX $t
Mandatory if applicable
S02 IDENTIFY principle responsibility for the intellectual content of the resource
Creator of the work is known MARC 1XX, 7XX Mandatory if applicable
S03 IDENTIFY the subject of the Work The Work satisfies the criteria for assignment of subject terms according to the subject system(s) being applied
6XX Mandatory if applicable
S04 IDENTIFY or SELECT by attributes appropriate to the type of resource
See specific tabs As specified Mandatory if applicable
S05 IDENTIFY or SELECT by version or edition Edition statement or version MARC 250 Mandatory if applicable
S06 IDENTIFY or SELECT by production, publication, distribution or manufacture details
Publication statement MARC 264 or 260 Mandatory if applicable
S07 FIND by variant titles Manifestation has or is known by variant titles
MARC 246 Mandatory if applicable
S08 SELECT by aggregated works Contents are records MARC 505 Mandatory if applicable
S09 SELECT by extent Extent is complete MARC 300$a Mandatory if applicable
S10 MANAGE source of information Source is not title page or equivalent
MARC 588 Mandatory
E01 IDENTIFY Agents with responsibility for augmentations or other significant content, for example translators, illustrators, performers, etc.
Responsibility for augmentation, etc. can be determined
MARC 130, 240, 7XX $t
Mandatory if applicable
E02 NAVIGATE to/from an agent associated with the resource
Valid relationship identifier/URI MARC 1XX, 7XX Mandatory if applicable
E03 MANAGE collection by subject In scope for DDC MARC 082 Mandatory if applicable
E04 IDENTIFY former owners/custodians of the item described
Provenance is considered significant
MARC 7XX Mandatory if applicable
E05 NAVIGATE to related Works, Expressions or Manifestations
Derived works or expressions MARC 6XX, 7XX Mandatory if applicable
E06 IDENTIFY the nature of the relationship to an agent associated with the resource
The nature of the relationship can be determined
MARC 1XX, 7XX Mandatory if applicable
E06 FIND aggregated Works Manifestation embodies more than one Expression
MARC 700$t; 710$t; 730
Mandatory if applicable
Use cases for basic, satisfactory
and effective bands
Generic description tab
Bands are colour coded
Extensible
Must satisfy use cases for basic
description band in order to be
assessed for satisfactory
Additional tabs for serials,
cartographic, music etc.
27
bl.uk
Example of BASIC description use cases
Additional guidance
added in response to
issues raised in testing
Encoding examples are
illustrative rather than
comprehensive
Description must
satisfy the use case
28
bl.uk
Application
Corporate Quality Assurance measure
• Cataloguing on Aleph is sampled and evaluated by the QA team
• The intention is to roll it out to other systems and workflows over the next two years
Performance Management
• Teamleaders sample and evaluate cataloguers’ work
• Same methodology but different emphasis
Outsourcing
• QA team applies the measure to sample data provided by prospective suppliers
2023
One British Library
Two sites
• Major developments
Public engagement
• Inclusion
Collaboration
• Essential but constrained
• Complex systems architecture
Doing much more with far less
British Library Boston Spa aerial shot © British Library
Metadata is an institutional asset
• Good metadata repays the investment
over a long period of time
• Metadata loses value over time unless
maintained to:
• Adapt to changing user expectations
• Adapt to new technologies
Take aways
“Libraries provide access to the content of a collection in an organized
and systematic way…The items in the collection are not only the
organized output of human endeavour: the library also records and
arranges these items in such a way as to give a further structural and
organizational layer, which adds value to the whole and makes it far
greater than the sum of its parts. This is a very long way from the
provision of mere information and is at the heart of the professional
values of the cataloguer.”
Pat Oddy Future Libraries future catalogues p.11
London: Library Association Publishing, 1996.
References
British Library Collection Metadata Strategy
https://www.bl.uk/collection-metadata/strategy-and-standards
Alan Danskin (2020) ”The Anglo-American Authority File: A PCC Story”, Cataloging & Classification
Quarterly, 58:3-4, 221-229, DOI: 10.1080/01639374.2019.1705952
Preprint: British Library Research Repository https://bl.iro.bl.uk/concern/articles/0c3236f9-47d1-4d9b-bce9-
7e7b0303cdd6
Alan Danskin “Challenging legacies at the British Library” Art Libraries Journal: Cataloguing Ethics Volume 48
Special Issue 2, April 2023 , pp. 38 - 42 DOI: https://doi.org/10.1017/alj.2023.4
Preprint: British Library Research Repository https://bl.iro.bl.uk/concern/articles/66261da8-ccb6-4072-b8d1-
e48b96f67d1d
Victoria Morris (2020) ”Automated Language Identification of Bibliographic Resources”, Cataloging &
Classification Quarterly, 58:1, 1-27, DOI: 10.1080/01639374.2019.1700201
Preprint: British Library Research Repository https://bl.iro.bl.uk/concern/articles/6c99ffcb-0003-477d-8a58-
64cf8c45ecf5
Janet Ashton & Caroline Kent (2017) ”New Approaches to Subject Indexing at the British Library”, Cataloging &
Classification Quarterly, 55:7-8, 549-559, DOI: 10.1080/01639374.2017.1354345
Preprint: British Library Research Repository https://bl.iro.bl.uk/concern/articles/50a09642-7356-45de-b6c4-
5724fecbef7c
References
Janet Ashton & Caroline Kent (2023) FAST: A Journey Toward Sustainability in Subject Indexing at the British
Library, Cataloging & Classification Quarterly, 61:5-6, 525-534, DOI: 10.1080/01639374.2023.2238701
Pat Oddy Future Libraries future catalogues. London. Library Association. 1996 ISBN 1-85604-16-1
Sir Anthony Panizzi, Rules for the compilation of the catalogue. In: Catalogue of printed books in the British
Museum. London. British Museum, 1841
(Also available online at Jeremy Norman’s Historyofinformation website:
https://www.historyofinformation.com/detail.php?entryid=2426 (viewed 1/9/2023))
Rules for compiling the catalogues of printed books, maps and music in the British Museum. London: British
Museum, revised edition,1936.
“Purpose and uses of the catalogues” in section 6 of IFLA statement of international cataloguing principles,
2016 https://www.ifla.org/wp-content/uploads/2019/05/assets/cataloguing/icp/icp_2016-en.pdf
UCL Information through the ages https://www.ucl.ac.uk/module-catalogue/modules/information-through-
the-ages-BASC0033
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Keynote: Two years at the British Library... and counting / Alan Danskin (British Library [retired]).

  • 1. Two years at the British Library… …and counting Alan Danskin (Formerly Collection Metadata Standards Manager) CILIP Metadata & Discovery Group Conference 2023 #CILIPMDG2023
  • 2. “[Collection metadata] is a key organisational asset, representing centuries of resource investment”
  • 3. 1987 The British Library was 14 years old Hierarchical / Exclusive / Balkanised • Multiple locations in London (St Pancras was a building site) + Boston Spa • No World Wide Web - BLAISE • Few desktop computers – Typing pool/pens & input sheets/Mainframe • No British Library catalogue …. Lunchtime drinking was considered normal… St Pancras being constructed, 1987 © British Library
  • 4. 1987 The British Library was 14 years old Hierarchical / Exclusive / Balkanised • Multiple locations in London (St Pancras was a building site) + Boston Spa • No World Wide Web - BLAISE • Few desktop computers – Typing pool/pens & input sheets/Mainframe • No British Library catalogue …. Lunchtime drinking was considered normal… BLCCP: British Library Catalogue Conversion Project team 1989. ©British Library
  • 5. “The past isn’t dead. It isn’t even past.” William Faulkner
  • 9. 9 Person (author of The battle of life) Attribute: language of expression Related Work (adaptation of Work) Dutch expression of The Battle of Life Work (by Charles Dickens) Related Works …to RDA’s 4,000+ options
  • 10. Title Room British Museum pre-1914
  • 11. “I. Titles to be written on slips, uniform in size.” Rules for the compilation of the catalogue
  • 12. FMT BK LDR nam a22001573 4500 001 002614806 005 20201009183539.0 008 890802|1789||||||| || ||| ||fre 040 |a Uk |c Uk 1001 |a Necker, Jacques, |d 1732-1804. 24010 |a Appendix 24510 |a L'Opinion d'un citoyen indigène; ou suite des observations, sur le discours de M. Necker. 264 1 |c [1789] 300 |a 31 pages ; |c (8º) 336 |a text |2 rdacontent 337 |a unmediated |2 rdamedia 338 |a volume |2 rdacarrier 340 |m 8vo |2 rdabf 85241 |a British Library |b HMNTS |j F.R.45.(12.) SYS 002614806
  • 13. FMT BK LDR nam a22001573 4500 001 002614806 005 20201009183539.0 008 890802|1789||||||| || ||| ||fre 040 |a Uk |c Uk 1001 |a Necker, Jacques, |d 1732-1804. 24010 |a Appendix 24510 |a L'Opinion d'un citoyen indigène; ou suite des observations, sur le discours de M. Necker. 264 1 |c [1789] 300 |a 31 pages ; |c (8º) 336 |a text |2 rdacontent 337 |a unmediated |2 rdamedia 338 |a volume |2 rdacarrier 340 |m 8vo |2 rdabf 883 $aLanguage codes assigned by Bayesian analysis of words present in record$dd20200826$qUk $c0.9919 85241 |a British Library |b HMNTS |j F.R.45.(12.) SYS 002614806 KEY Original UKMARC/MARC 21 Enhancements Transcribed from the original and still enabling discovery 150 years later
  • 14. FMT BK LDR nam a22001573 4500 001 002614806 005 20201009183539.0 008 890802|1789||||||| || ||| ||fre 040 |a Uk |c Uk 1001 |a Necker, Jacques, |d 1732-1804. 24010 |a Appendix 24510 |a L'Opinion d'un citoyen indigène; ou suite des observations, sur le discours de M. Necker. 264 1 |c [1789] 300 |a 31 pages ; |c (8º) 336 |a text |2 rdacontent 337 |a unmediated |2 rdamedia 338 |a volume |2 rdacarrier 340 |m 8vo |2 rdabf 883 $aLanguage codes assigned by Bayesian analysis of words present in record$dd20200826$qUk $c0.9919 85241 |a British Library |b HMNTS |j F.R.45.(12.) SYS 002614806 KEY Original UKMARC/MARC 21 Enhancements Converted to UKMARC 1988- 1991 Converted to MARC 21, 2004 Enables exchange of data, keyword searching
  • 15. FMT BK LDR nam a22001573 4500 001 002614806 005 20201009183539.0 008 890802|1789||||||| || ||| ||fre 040 |a Uk |c Uk 1001 |a Necker, Jacques, |d 1732-1804. 24010 |a Appendix 24510 |a L'Opinion d'un citoyen indigène; ou suite des observations, sur le discours de M. Necker. 264 1 |c [1789] 300 |a 31 pages ; |c (8º) 336 |a text |2 rdacontent 337 |a unmediated |2 rdamedia 338 |a volume |2 rdacarrier 340 |m 8vo |2 rdabf 883 $aLanguage codes assigned by Bayesian analysis of words present in record$dd20200826$qUk $c0.9919 85241 |a British Library |b HMNTS |j F.R.45.(12.) SYS 002614806 KEY Original UKMARC/MARC 21 Enhancements Anglo-American Authority File Project – alignment with NACO 1993-2004 RDA Changes to improve machine readability and clarity, 2013-15 Languid project: to identify language of content using machine learning 2019-2022
  • 16. Languid Project 2018-2022 This book is in French • Implicit to humans • Opaque to computers • Estimated 4.5 million records lacked MARC language codes • Mostly pre-1975 collections
  • 17. Languid Project 2018-2022 Dependencies • Transcription of title • Corpus of accurate metadata • Expert professionals • Capacity to try things out Benefits: • Improved knowledge of collections • Better discoverability • Inclusivity “XVIII The title of the book next to be written, and that expressed in as few words, and those only of the author, as may be necessary to exhibit to the reader all that the author meant to convey in the titular description of his work; the original orthography to be preserved.” A Panizzi Rules of the compilation of the catalogue.
  • 18. Languid Project 2018-2022 Outcomes Language gap closed: • 5 million records enhanced • 424 languages identified • High confidence levels • Identification more granular than MARC 21/ISO 638-1 Graph of language codes pre-project
  • 19. 19 bl.uk Improving the data will serve our users better • Equity and inclusion - Enhanced language identification / Demonyms / Subject Terms / Provenance • FAST – doing more with less to increase subject coverage • Georeferencer Project – visualisation / Locating a National Collection • Embedding URIs – ISNI/FAST/Linked data/Share-VDE The better our data the easier it will be to move to linked data in future There’s always more to do
  • 20. “The Share Family is a suite of innovative tools and services, developed and driven by libraries, for libraries, in an international collaborative, consortial effort.“ Casalini Libri @Cult Interoperate Bibframe and LRM/RDA Linked data: Share Family
  • 22. Benefits of Share-VDE collaboration • Learn from practical experience our collaborators have gained through other linked data initiatives • Access to a state of the art, extensible infrastructure designed for library data • New channel for dissemination of the BNB, in aggregation with other national bibliographies • Re-tool our metadata for the 21st Century: • Our data will be remodelled and clustered making it more compatible with current data models, including the IFLA Library Reference Model, RDA: Resource Description and Access, and Bibframe • Our data will be enriched with URIs that will make it more effective in linked data environments • An entity-centred view of the British National Bibliography offers new perspectives for researchers
  • 24. 24 bl.uk Design principles  A method that is extensible across all collections and workflows  A method that enables valid comparisons between collections and workflows  A method that enables quantification of the value added by the Library  A method that accounts for stewardship of the Library’s metadata assets  A method that identifies issues requiring remediation
  • 25. Fitness for purpose “Purpose and uses of the catalogues” in section 6 of IFLA International Cataloguing Principles (ICP) • to FIND bibliographic resources in a collection as the result of a search using attributes or relationships of the entities • Single item (known item) • Set of resources by shared criteria • to IDENTIFY a bibliographic resource or agent (that is, to confirm that the described entity corresponds to the entity sought or to distinguish between two or more entities with similar characteristics) • to SELECT a bibliographic resource that is appropriate to the user’s needs (that is, to choose a resource that meets the user’s requirements with respect to medium, content, carrier, etc., or to reject a resource as being inappropriate to the user’s needs) • to acquire or OBTAIN access to an item described (that is, to provide information that will enable the user to acquire an item through purchase, loan, etc., or to access an item electronically through an online connection to a remote source); or to access, acquire, or obtain authority data or bibliographic data; • to navigate and EXPLORE • within a catalogue, through the logical arrangement of bibliographic and authority data and the clear presentation of relationships among entities • beyond the catalogue, to other catalogues and in non-library contexts + • to MANAGE the collection efficiently by supporting automation of processes and provision of management information
  • 26. ID0 Use case Condition Encoding Status B01 FIND by the title or name of the entity described MARC 2454a Mandatory B02 OBTAIN the item or access to the content using shelfmark or link MARC 852;MARC 856 Mandatory B03 SELECT in accordance with restrictions on access or reuse Carrier type=online (338) OR Collection DSC (52$b) MARC 506;MARC 540 Mandatory if applicable B04 SELECT by content, media or carrier type MARC 336,337,338 Mandatory B05 IDENTIFY or SELECT by attributes appropriate to the type of resource See specific tabs As specified Mandatory if applicable B06 IDENTIFY the provenance of the item(s) described Copy specific policy applies MARC 541;MARC 561;MARC 700 Mandatory if applicable B07 FIND using a standard identifier Monograph;Serial MARC 021;MARC 022 Mandatory if applicable B08 IDENTIFY of SELECT by source of metadata MARC 040 Mandatory B09 SELECT by content or carrier type MARC 336;337,338 Mandatory B10 MANAGE routing to services Record is finished (FIN=Y); Digital: 859$a is valid MARC FIN; 859 Mandatory if applicable B11 MANAGE by date of publication 008/6-14 Mandatory B12 MANAGE by country of publication 008/15-17 Mandatory B13 MANAGE by language of content 008/35-37 Mandatory B14 MANAGE by source of cataloguing MARC 040 Mandatory B15 FIND by National Bibliography number Valid for BNB MARC 015 Mandatory if applicable S01 IDENTIFY the intellectual content of the resource The Work or Expression manifested needs to be disambiguated or explicitly identified MARC 130, 1XX/240, 7XX $t Mandatory if applicable S02 IDENTIFY principle responsibility for the intellectual content of the resource Creator of the work is known MARC 1XX, 7XX Mandatory if applicable S03 IDENTIFY the subject of the Work The Work satisfies the criteria for assignment of subject terms according to the subject system(s) being applied 6XX Mandatory if applicable S04 IDENTIFY or SELECT by attributes appropriate to the type of resource See specific tabs As specified Mandatory if applicable S05 IDENTIFY or SELECT by version or edition Edition statement or version MARC 250 Mandatory if applicable S06 IDENTIFY or SELECT by production, publication, distribution or manufacture details Publication statement MARC 264 or 260 Mandatory if applicable S07 FIND by variant titles Manifestation has or is known by variant titles MARC 246 Mandatory if applicable S08 SELECT by aggregated works Contents are records MARC 505 Mandatory if applicable S09 SELECT by extent Extent is complete MARC 300$a Mandatory if applicable S10 MANAGE source of information Source is not title page or equivalent MARC 588 Mandatory E01 IDENTIFY Agents with responsibility for augmentations or other significant content, for example translators, illustrators, performers, etc. Responsibility for augmentation, etc. can be determined MARC 130, 240, 7XX $t Mandatory if applicable E02 NAVIGATE to/from an agent associated with the resource Valid relationship identifier/URI MARC 1XX, 7XX Mandatory if applicable E03 MANAGE collection by subject In scope for DDC MARC 082 Mandatory if applicable E04 IDENTIFY former owners/custodians of the item described Provenance is considered significant MARC 7XX Mandatory if applicable E05 NAVIGATE to related Works, Expressions or Manifestations Derived works or expressions MARC 6XX, 7XX Mandatory if applicable E06 IDENTIFY the nature of the relationship to an agent associated with the resource The nature of the relationship can be determined MARC 1XX, 7XX Mandatory if applicable E06 FIND aggregated Works Manifestation embodies more than one Expression MARC 700$t; 710$t; 730 Mandatory if applicable Use cases for basic, satisfactory and effective bands Generic description tab Bands are colour coded Extensible Must satisfy use cases for basic description band in order to be assessed for satisfactory Additional tabs for serials, cartographic, music etc.
  • 27. 27 bl.uk Example of BASIC description use cases Additional guidance added in response to issues raised in testing Encoding examples are illustrative rather than comprehensive Description must satisfy the use case
  • 28. 28 bl.uk Application Corporate Quality Assurance measure • Cataloguing on Aleph is sampled and evaluated by the QA team • The intention is to roll it out to other systems and workflows over the next two years Performance Management • Teamleaders sample and evaluate cataloguers’ work • Same methodology but different emphasis Outsourcing • QA team applies the measure to sample data provided by prospective suppliers
  • 29. 2023 One British Library Two sites • Major developments Public engagement • Inclusion Collaboration • Essential but constrained • Complex systems architecture Doing much more with far less British Library Boston Spa aerial shot © British Library
  • 30. Metadata is an institutional asset • Good metadata repays the investment over a long period of time • Metadata loses value over time unless maintained to: • Adapt to changing user expectations • Adapt to new technologies Take aways
  • 31. “Libraries provide access to the content of a collection in an organized and systematic way…The items in the collection are not only the organized output of human endeavour: the library also records and arranges these items in such a way as to give a further structural and organizational layer, which adds value to the whole and makes it far greater than the sum of its parts. This is a very long way from the provision of mere information and is at the heart of the professional values of the cataloguer.” Pat Oddy Future Libraries future catalogues p.11 London: Library Association Publishing, 1996.
  • 32. References British Library Collection Metadata Strategy https://www.bl.uk/collection-metadata/strategy-and-standards Alan Danskin (2020) ”The Anglo-American Authority File: A PCC Story”, Cataloging & Classification Quarterly, 58:3-4, 221-229, DOI: 10.1080/01639374.2019.1705952 Preprint: British Library Research Repository https://bl.iro.bl.uk/concern/articles/0c3236f9-47d1-4d9b-bce9- 7e7b0303cdd6 Alan Danskin “Challenging legacies at the British Library” Art Libraries Journal: Cataloguing Ethics Volume 48 Special Issue 2, April 2023 , pp. 38 - 42 DOI: https://doi.org/10.1017/alj.2023.4 Preprint: British Library Research Repository https://bl.iro.bl.uk/concern/articles/66261da8-ccb6-4072-b8d1- e48b96f67d1d Victoria Morris (2020) ”Automated Language Identification of Bibliographic Resources”, Cataloging & Classification Quarterly, 58:1, 1-27, DOI: 10.1080/01639374.2019.1700201 Preprint: British Library Research Repository https://bl.iro.bl.uk/concern/articles/6c99ffcb-0003-477d-8a58- 64cf8c45ecf5 Janet Ashton & Caroline Kent (2017) ”New Approaches to Subject Indexing at the British Library”, Cataloging & Classification Quarterly, 55:7-8, 549-559, DOI: 10.1080/01639374.2017.1354345 Preprint: British Library Research Repository https://bl.iro.bl.uk/concern/articles/50a09642-7356-45de-b6c4- 5724fecbef7c
  • 33. References Janet Ashton & Caroline Kent (2023) FAST: A Journey Toward Sustainability in Subject Indexing at the British Library, Cataloging & Classification Quarterly, 61:5-6, 525-534, DOI: 10.1080/01639374.2023.2238701 Pat Oddy Future Libraries future catalogues. London. Library Association. 1996 ISBN 1-85604-16-1 Sir Anthony Panizzi, Rules for the compilation of the catalogue. In: Catalogue of printed books in the British Museum. London. British Museum, 1841 (Also available online at Jeremy Norman’s Historyofinformation website: https://www.historyofinformation.com/detail.php?entryid=2426 (viewed 1/9/2023)) Rules for compiling the catalogues of printed books, maps and music in the British Museum. London: British Museum, revised edition,1936. “Purpose and uses of the catalogues” in section 6 of IFLA statement of international cataloguing principles, 2016 https://www.ifla.org/wp-content/uploads/2019/05/assets/cataloguing/icp/icp_2016-en.pdf UCL Information through the ages https://www.ucl.ac.uk/module-catalogue/modules/information-through- the-ages-BASC0033

Notas do Editor

  1. My first CIG conference was at Retford, about 30 years ago. I’m very honoured to have been asked to give the keynote today. As you’ve heard, I’ve recently retired from the British Library. Naturally, I’ve been reflecting on the past, but also looking forward to the future.
  2. If this presentation has a theme, it is the value of our collection metadata (and of those who create, procure or intervene in it). This has been a core message of the British Library’s Collection Metadata Strategies from 2015 to the present day. As was recently acknowledged by George Osborne, uncatalogued are collections are not secure. Obviously metadata is also essential for discovery and management of collections
  3. I joined the British Library in 1987. The British Library itself was still a relatively new institution. It was just 14 years old. The St Pancras site was still shrouded in hoardings and the London collections were distributed across an array of at least 10 sites spread across central London. I was based in Bibliographic Services Division at Novello House in Soho – virtually next door to the Private Eye offices. NEXT SLIDE
  4. The Library was very different then from the library today. The management style was very hierarchical. Information was shared very much on a need to know basis. At least in the old British Museum reading rooms, which was the main public face of the Library, it was very exclusive. It was difficult to get a readers ticket. Although some services, such as Science Reference were open access and more welcoming. This reflected the balkanisation of the Library around the founding institutions and their collections. Pat Oddy, whom you can see second from the left in the photograph was inclined to compare the Directors with unruly mediaeval barons, competing for resources. The world was very different then. There was no CILIP, it was still the Library Association. There was no World Wide Web, but we could look up catalogues for different collections and the British National Bibliography on BLAISE (the British Library Automated Information Service) – which you can see on the monitor in the photograph. It surprised me that cataloguers didn’t do direct data entry. My manager’s manager (Pat Oddy – second from the left) had a desktop computer for word processing. But the keyboard was lockable. Formal communications relied on the typing pool. Catalogue records were written by hand on UKMARC input sheets and sent to a keying bureau in Birmingham, before being dispatched on tape to the IBM mainframe in Harlow that the Library rented from Rank Hovis McDougall. The Library didn’t have a catalogue, it had multiple catalogues for its different collections – so some things haven’t changed… The photo was taken in the Novello Room, in Novello House on Sheraton Street in Soho, which was where the Bibliographic Services Division was based. As you can imagine Soho was quite an interesting and lively place to start working in London.– lunchtime drinking wasn’t compulsory, but it was considered a normal thing to do.
  5. The past may be another country and we did drink differently there, but William Faulkner’s words remind us that although 1987 may seem like a long time ago and much has changed since then, the legacy of the past lives on This is particularly true for an institution like the British Library which inherited multiple collections and multiple catalogues from its precursor institutions. Much of my career has been spent trying to address this legacy. So I want to start where I began, with the project to convert the British Museum catalogue of printed books into machine readable format – MARC.
  6. In the late 1980s the Library was planning for the move to St Pancras. However, there was no room at St Pancras for the General Catalogue whose guard books took pride of place in the centre of the round reading room at Bloomsbury. Therefore I was one of a group of cataloguers employed on the project to convert the printed catalogue into machine readable format. Here’s a page from the British Museum General Catalogue of Printed Books. It makes wonderfully effective use of the technology of its time to render the complexity of publications intelligible to its users. Entries are arranged by alphabetical sequence of authors and titles. Different editions of the same work are gathered together and translations and critical or other related works are also collocated. But the structure is implicit in the arrangement on the page. The structure was exploited to render the catalogue into UK MARC and later MARC 21. You can see some of our mark-up which identified the sequence, level and type of headings and entries on each page.
  7. The catalogue rules used here are those of the British Museum, developed from Panizzi’s 91 rules. If we put some labels on this we can see the structure more clearly at the top of each column is the heading. Followed by a series of main entries for publications in English of the Battle of life by Charles Dickens. Subheadings for other languages follow. Then another subheading for adaptations and abridgements, which we would think of as added entries pointing to the main entry under the name of the person who adapted it.
  8. A simplified form of UK MARC was used to encode the data. In 2004 BLC MARC was converted to MARC 21 during the migration to Aleph, which created an integrated catalogue of all the Library’s MARC records from about 20 separate files. The conversion to MARC was obviously essential, but in many ways MARC served data exchange better than catalogue users.
  9. .This structure can also be expressed in RDA. Charles Dickens is a Person; the Battle of Life is a Work. Dickens is the author of the battle of life is a relationship between a person and a work. There are multiple language expressions of the battle of life and each entry includes manifestation and item attributes. The subheadings also provide evidence for relationships., RDA and the underlying IFLA Library Reference Model, represent a return to a more user centred approach, with the separation of content and carrier and the emphasis given to relationships
  10. These gentlemen were the custodians of the Library’s metadata in the Edwardian era. On the shelves around them are millions of title slips, which are the British Museum’s original catalogue records. These have since been moved to Boston Spa and are still consulted regularly to answer queries from staff and the public.
  11. And here is an example. This is believed to be in Panizzi’s own hand. The shelfmark in the top left is in another hand and was added later, probably in February 1882. The entry is quite hard to read, so let’s look at a more recent expression of this metadata work
  12. Here’s the current MARC 21 record from Explore the British Library. As you can see, there is quite a lot more data here than on the original slip. So, what has changed, when did it change and why has it changed?
  13. Actually, most of the original data is still there, highlighted in green. This is because it was In accordance with Panizzi’s instructions, transcribed from the book in “as few words [as necessary] and those only of the author” What this shows us the transcribed data is still useful and in use today, 150+ years after its creation. That seems like quite a good investment.
  14. In converting the record to UK MARC and later to MARC 21, the encoding was added, as well as various data elements required for data exchange, such as system number, leader, latest transaction and source of metadata. A major component of the library’s cataloguing strategy in the 1990s was alignment with North American standards, particularly NACO. LCSH and MARC 21, which enable us to reuse records from Library of Congress and OCLC with much less intervention. It also essential for compatibility with the new Library Management Systems, which did not have native support for UKMARC.
  15. However, new technologies create new possibilities, so we have been able to maintain and enhance the metadata over time. The Anglo-American Authority File project aligned the old BM headings with NACO to improve collocation within the catalogue. Thurstan Young undertook a substantial project in 2014/15 to assign RDA content, media and carrier types to legacy records. Other RDA influenced changes can be seen in the expansion of abbreviations in the 300 field to make the catalogue more accessible, and the addition of a field to record book format in 340. The other major change is the assignment of language codes using statistical methodologies and machine learning, which I want to describe in a bit more detail. As well as the language code, we also added an 883 field to document the provenance of the work.
  16. All of these enhancement projects involved a mix of human analysis and machine processing. The most recent of these was the Languid project, which addresses the long standing problem of identifying the language of items in the collection. With the exception of canonical authors and the bible. the language of the expression was not recorded in legacy records because there was no way to search a name-title catalogue by language. I estimated that around 4.5 million records lacked this information. The project began at the end of 2018 and was the work of Victoria Morris – who will be speaking later today on another project. Victoria used a machine learning approach to identify the probability of words in the title belonging to a specific language. This was possible because we already had millions of records which contain accurate language codes with which the machine could be trained to recognise languages. Victoria was also able to engage the Library’s community of language experts to help with the resolution of ambiguous results. This proved to be a very popular activity during lock down, when curatorial staff were unable to access the collections.
  17. Our approach depended absolutely on the Anglo-American cataloguing tradition of accurate transcription from the title page, which certainly goes back to Panizzi’s codification of cataloguing rules in 1841. The availability of good quality metadata from which to create a language corpus was also vital. Nothing could have been achieved without the enthusiasm, technical competence and linguistic expertise of the staff involved were also essential. The timing meant that staff had more time to work on identification of languages. The benefits are substantial: the knowledge of our collections has been improved. Curators covering the African and Australian collections have commented that it has enabled them to get a much clearer picture of strengths and weaknesses of the collections for which they are responsible. Discoverability is improved, searches refined by language will achieve a much better recall and precision. Better understanding of the language content of the collection also enables us to serve different language communities more effectively. In particular, I hope the more granular identification of minority and endangered languages will allow us to reach out to audiences who may have felt excluded in the past.
  18. This graph illustrates the quantitative outcome from the project. The blue line along the top shows the % of MARC records produced each year which contain a valid language code. As you can see, more or less every record does. The green line at the bottom represents “foundation collections”, including the British Museum catalogues, only about a quarter of which contained language codes. The pale blue line in the middle is the overall percentage of records which contain a language code. The gap between language coverage for current material and the catalogue as a whole was 30% in 2013, when we started monitoring this. The gap between current practice the foundation collections was more than 70%. As you can see, by end of 2022 the gap closed to less than 10%. The contributions of staff helped to improve confidence levels in the outcomes. As a result, the project resulted in the assignment of million language codes to more than 5 million records, representing more than 400 different languages. We’d hoped that the methodology may be applicable to other catalogues and collections, including our sound recordings and our archives and manuscripts. However, in these catalogues title information is much less likely to have been transcribed (even where there is a formal title).
  19. There’s always more that could be done. It would be nice to make use of the more granular identification of languages by assigning codes form ISO 639-3 to supplement the MARC 21 codes for language groups and I hope it will be possible to take this forward through the work on equity and inclusion. We’ve made a modest start towards addressing outdated or inappropriate demonyms by updating LCSH headings containing the term blacks. There is much more to do but work is under way on evaluation of terminological and provenance issues in the Caribbean and South Asian collections. The introduction of FAST to replace LCSH was motivated in part by need for a more agile approach to subject indexing. Subject coverage across the catalogue is far from comprehensive, with the legacy data being particularly weak. This is unfortunately not easily addressed by artificial intelligence. During lockdown we were able to map FAST headings to the Watts Elastic Classification used by the British Museum and assign subject and genre terms to thousands of records. There are obviously limitations to how far contemporary terms can be mapped to 19th century classifications, but we discovered that by far the biggest problem, was that what was actually shelved at specific locations did not always correspond with the classification UCL students on the Information through the ages course are contributing thousands of subject, genre and geographical terms annually. But I hope that much more can be done by matching and merging legacy records with the richer records in the English Short Title Catalogue. Another project cobining the Georeferencer tool with the wisdom of a select crowd of enthusiasts has enabled us to add coordinates and geographic headings to cartographic materials to improve visualisation of the collection in future. One of the benefits of FAST is that each term has a unique identifier, which can be expressed as a URI. Encoding information as URI’s makes it machine actionable and provides new ways of linking and reusing metadata. In addition to FAST, we have also begun to embed ISNI’s in our bibliographic records, as a result of a successful collaboration between the Library, publishers and our Cataloguing in Publication agent, BDS.
  20. The Library began to explore linked data in 2010. The British National Bibliography was published as linked data the following year in collaboration with Talis and later TSO. However, the Library lacked the capacity to develop the service and in 2020 we took the decision to join the Share-Family. The Share Family is a collaborative enterprise led by Casalini Libri and @Cult to develop a shared virtual discovery platform for Libraries. The principal are based in Italy, but the family has global membership. Many of the members have been involved in Bibframe development, but Share-VDE’s data model is intended to interoperate between Bibframe and Library Reference Models Share Family: British National Bibliography (Beta) service is live - Digital scholarship blog
  21. The BNB data has now been loaded to Share-VDE and BNB is the first member of the National Bibliographies tenancy. The interface went live in June, just before I retired. The BNB has its own search page, but it is a part of the underlying knowledge base. The National Bibliographies tenancy provides the potential to aggregate the national bibliographies for the first time.
  22. Benefits of Share-VDE collaboration Learn from practical experience our collaborators have gained through other linked data initiatives Access to a state of the art, extensible infrastructure designed for library data New channel for dissemination of the BNB, in aggregation with other national bibliographies Re-tool our metadata for the 21st Century: Our data will be remodelled and clustered making it more compatible with current data models, including the IFLA Library Reference Model, RDA: Resource Description and Access, and Bibframe Our data will be enriched with URIs that will make it more effective in linked data environments An entity-centred view of the British National Bibliography offers new perspectives for researchers
  23. I’ve talked a lot about good metadata, but what is good metadata? This is another issue that we have had to address over the years. Cataloguing is often seen as a luxury that can be cut back or done without when times are hard. We are sometimes accused of gilding the lily or creating gold plated metadata. With this in mind, I worked with my Quality Assurance team to develop a new quality measure – QAMM.
  24. A method that is extensible across all collections and workflows: the method based on FRBR was too closely tied to MARC to be utilised by archives and MSS for example. A method that enables valid comparisons between collections and workflows: it’s difficult to compare inputs from different workflows and standards, so we decide to compare outcomes A method that enables quantification of the value added by the Library: what difference does our intervention make to discovery or collection management or efficiency A method that accounts for stewardship of the Library’s metadata assets: enables us to identify the impact of different interventions over time A method that identifies issues requiring remediation: is sufficiently granular to enable us to identify and intervene where metadata falls short of the requirement We looked at a number of existing methodologies, but they tended to be MARC based and aimed at identifying suitable candidates for copy cataloguing or deriving. So we came up with our own approach.
  25. We established a number of use cases, based on IFLA’s International Cataloguing Principles. It’s not a coincidence that these are close to the FRBR and RDA user tasks. I added an extra task, called Manage to cover metadata that we need for internal purposes, including data exchange and management information.
  26. We defined three description levels: BASIC, SATISFACTORY and EFFECTIVE. We deliberately avoided terms such as Minimal or Full. Either o which will cause alarm at different levels of the organization. The bands are colour coded here with basic in the grey-green, satisfactory in blue and effective in green. New use cases can be added or existing ones amended. A description can’t be satisfactory if it fails the criteria for basic.
  27. Here’s a zoomed in view of some basic use cases. A basic record should be sufficient to find a known item and obtain access to the content. The MARC coding is indicative and different encodings can be provided for other schemas. The QA team tested the basic concept and we added additional contextual guidance to clarify ambiguities.
  28. Corporate Quality Assurance measure Cataloguing on Aleph is sampled and evaluated by the QA team The intention is to roll it out to other systems and workflows over the next two years Performance Management Teamleaders sample and evaluate cataloguers’ work Same methodology but different emphasis Outsourcing QA team applies the measure to sample data provided by prospective suppliers
  29. So what has changed since 2023? There is “One British Library” on just two sites at St Pancras and Boston Spa. Part of the Boston Spa site is shrouded in hoardings, while a new bulk storage building is constructed. Much has been standardised. The collection is treated as a whole, in so far as possible. The Library has become a much more public facing institution. It holds major exhibitions and its services are far more accessible. The Library aims to be inclusive and to be relevant to diverse audiences in the UK and abroad. I’ve visited many national libraries over the years, but I’ve never seen anywhere that rivals St Pancras for public presence. In 1987 cataloguing was a self contained operation, even CIP was carried out in house. Since then the Library has collaborated widely on standards development and metadata creation. This has been essential to maintain (and increase) productivity in line with increasing legal deposit.
  30. The key message of the Collection Metadata Strategy, first published in 2015, is that Metadata is an intutional asset. Metadata is as important to the institution as its collection, estate and staff. The metadata represents the labour of many decades and even centuries of work by many hands both within the Library and beyond Creating accurate, timely metadata is an investment, which will repay itself over time. However, metadata does not mature over time. It needs to be refreshed and enhanced to stay useful. Responding to changing expectations and new technologies.
  31. I want to end with a quote from a former Head of Cataloguing at the British Library, Pat Oddy and my first manager there. In her book Future libraries future catalogues, she sums up the value professional cataloguers add to the collection and therefore the benefit they make to the Library user. The substance of this hasn’t changed but, as technological developments mean that the scope of our ambition in no longer limited to individual collections.