Automated Metadata Harvests From the Institutional Repository into

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Automated Metadata Harvests: From the Institutional Repository into Encore AMANDA MAKULA and BEE BORNHEIMER,

Automated Metadata Harvests: From the Institutional Repository into Encore AMANDA MAKULA and BEE BORNHEIMER, UNIVERSITY OF SAN DIEGO

Institutional context

Institutional context

University of San Diego • College for Women (1952) merged with College for Men

University of San Diego • College for Women (1952) merged with College for Men (1954) in 1972 • Approximately 8900 undergraduates, graduate students, and law students; 900 full and part-time faculty members • Eight academic divisions • Copley Library is university library

Library and ITS Copley Library ◦ Collections, Access, and Discovery ◦ Reference ◦ Archives,

Library and ITS Copley Library ◦ Collections, Access, and Discovery ◦ Reference ◦ Archives, Special Collections, and Digital Initiatives ◦ Digital USD: Digital Commons (bepress) Information Technology Services ◦ Library and Web Services ◦ Library catalog: Encore & Encore Duet ◦ ILS: Sierra

Harvesting project team Copley Library • • • Diane Maher, Head of Archives, Special

Harvesting project team Copley Library • • • Diane Maher, Head of Archives, Special Collections and Digital Initiatives Amanda Makula, Digital Initiatives Librarian Laura Turner, Head of Collections, Access, and Discovery Information Technology Services • • Michael O’Brien, Senior Director of Library & Web Services Bee Bornheimer, Library System Administrator

Background

Background

Why Harvest our Digital Collections in to Encore? “Scholars are often frustrated with isolated

Why Harvest our Digital Collections in to Encore? “Scholars are often frustrated with isolated databases that require them to repeat their searches …The discovery tool…can include more than just articles with the addition of locally developed resources that are frequently hidden in repositories and disconnected from the catalog. ” Dee. Ann Allison, “OAI-PMH Harvested Collections & User Engagement, ” Journal of Web Librarianship 10, no. 1 (2016): 1 -14

Why Harvest our Digital Collections in to Encore? “The library catalog enhances access by

Why Harvest our Digital Collections in to Encore? “The library catalog enhances access by virtue of being one of any library’s most authoritative and widely available resources. In addition, it is more familiar to many researchers than the institutional repository. ” Andrew Wesolek, Jan Comfort, and Lisa Bodenheimer, “Collaborate to Innovate: Expanding Access to Faculty Patents through the Institutional Repository and the Library Catalog, ” Collection Management 40, no. 4 (2015): 219 -235, doi: 10. 1080/01462679. 2015. 1093986

Implementation

Implementation

Questionnaire from Innovative ∙ What is the repository base URL? ∙ Is this an

Questionnaire from Innovative ∙ What is the repository base URL? ∙ Is this an image repository? ∙ What is the name of the repository? ∙ What is the estimated number of records that will be harvested? ∙ How frequently is the repository updated? (daily/weekly/monthly) ∙ Please provide at least one staff email address to receive notifications.

Configuring harvests from Sierra Admin

Configuring harvests from Sierra Admin

Example: Harvested record in Encore

Example: Harvested record in Encore

Problems / Issues 1. The default harvesting protocol (OAI-DC) led to record “clutter” 2.

Problems / Issues 1. The default harvesting protocol (OAI-DC) led to record “clutter” 2. Loss of customized field names that had been set up in Be. Press 3. Multiple instances of fields (“description” , “contributor”, “date”) got dumped into a single instance of that field in Encore. 4. Back sides of postcards appeared as separate records in catalog

Partial Resolution 1. Be. Press able to remove certain records from a collection 2.

Partial Resolution 1. Be. Press able to remove certain records from a collection 2. Innovative experimented with harvesting our Be. Press content using “simple-dublin-core” - more flexibility a. Limit which fields display b. Customize field names 3. Team decided to focus instead on two different collections: Japanese Bookplate Collection and Leadership Studies Capstones

Harvested collections appear in the facet menu of the library catalog

Harvested collections appear in the facet menu of the library catalog

Problems / Issues - The Showstopper ● Current versions of Encore do not support

Problems / Issues - The Showstopper ● Current versions of Encore do not support harvesting from https sites. ● Support for https expected in Encore 4. 8, due out at the end of 2018

Reflection

Reflection

 • Assemble your team • Items to include? Exclude? • What’s working? What

• Assemble your team • Items to include? Exclude? • What’s working? What isn’t? • Challenge your vendors Identify Prepare Assess Share • Metadata mappings • Information and questions for vendors • Meet in person • E-mail and phone calls • Shared Google Doc

REFERENCES Kathleen Menzies, Duncan Birrell, and Gordon Dunsire, “An Investigation of Information Systems Interoperability

REFERENCES Kathleen Menzies, Duncan Birrell, and Gordon Dunsire, “An Investigation of Information Systems Interoperability in UK Universities: Findings and Recommendations, ” New Review of Information Networking 16, no. 2 (2011): 92 -140, doi: 10. 1080/13614576. 2011. 619917. Dee. Ann Allison, “OAI-PMH Harvested Collections & User Engagement, ” Journal of Web Librarianship 10, no. 1 (2016): 1 -14, doi: 10. 1080/19322909. 2015. 1128867. Andrew Wesolek, Jan Comfort, and Lisa Bodenheimer, “Collaborate to Innovate: Expanding Access to Faculty Patents through the Institutional Repository and the Library Catalog, ” Collection Management 40, no. 4 (2015): 219 -235, doi: 10. 1080/01462679. 2015. 1093986.

“Mission, Vision and Values, ” University of San Diego, accessed May 18, 2018, http:

“Mission, Vision and Values, ” University of San Diego, accessed May 18, 2018, http: //www. sandiego. edu/about/mission-vision-values. php. “Rankings and Recognition, ” University of San Diego, accessed May 18, 2018, http: //www. sandiego. edu/about/rankings-and-recognition. php. “Digital Commons and OAI-PMH: Harvesting Repository Records, ” bepress, accessed May 18, 2018, https: //www. bepress. com/reference_guide_dc/digital-commons-oai-harvesting.

Thank You!

Thank You!