From the webinar by Emma Booth, given on 23rd November 2022.

1. Emma Booth
(she/her)
@EmmaE_B
Metadata Manager for Content Management
University of Manchester Library
Improving the Discoverability of
Open Access Books:
Metadata Challenges and Opportunities
CILIP Metadata & Discovery Group
Autumn Webinar Series 2022

2. Open Access publications are
not restricted by licence,
digital rights (DRM) or
payment barriers.
They are available to read free
of charge, and can be
distributed freely online.
Immediately upon
publication, the outputs of
research become accessible
and reusable for the long
term.

3. (CC BY-NC-SA 2.0) Ken Lane (2016) Flickr
https://www.ukri.org/publications/ukri-open-access-policy/

4. Open Access Books in Library Discovery Layers

5. ‘OA monographs create challenges for the supply chain in both
directions of travel.
One direction is “downstream” as metadata flows from the
publisher through a supply chain that is not designed for OA
titles.
The other direction of travel is the flow of usage data back
“upstream” to the publisher (and ultimately to authors and
funders) – a flow that is increasingly important but for which
there is insufficient infrastructure and standards.’
Clarke, M., & Ricci, L. (2020).

6. Metadata Pipeline for Open Access Books
Bibliographic Data
Aggregator
System-Provider
Knowledgebase
Content
Aggregator
OA Book
Publisher

7. • Metadata missing key
descriptive elements
• Inaccurate or incorrect
metadata
• Metadata requiring
conversion
• Matching metadata
from multiple sources
• Version control
• Metadata that does not
follow FAIR principles
• Metadata that cannot be
shared or reused
Metadata Openness
Metadata Ingestion
and Deduplication
Metadata Quality
Leaks in the Metadata Pipeline

8. • Poor searching or discovery experience
• Incomplete understanding of library
collections
• Poor user-opinion of library holdings,
including Open Access resources
• Inaccurate usage metrics:
‘can’t find it = can’t use it’
• Negative impact upon collection
management & development activities
• Hidden costs for library staff:
─ Correcting/upgrading metadata
─ Providing extra support to library-
users when searching for resources
Challenge 1:
Metadata Quality

9. Titles:
Names:
Dates:
Identifiers:
Subject Terms:
Content Type & Format Data:
(Open Access) Rights or Restrictions:
Electronic Access Management:
• Main title, Series title, Collection title
• Author(s)/Creator(s), Publisher(s), Funder(s)
• Publication, Distribution, Availability
• ISBNs, URIs, DOIs, Series ISSN
• Keyword terms or headings (LCSH, BISAC, FAST)
Classification, Abstracts, Contents lists
• Pagination, File type(s)
• Copyright statement, CC Licence
• URL(s) for E-book Platform provider(s)
(2016)

10. Challenge 2: Metadata Ingestion
and Deduplication
Academic Library
System-Provider
Knowledgebase
Content
Aggregator
OA Book
Publisher
Bibliographic Data
Aggregator

12. Metadata
Researchers or
Analysts
Collaborative
Cataloguing
Programme or Linked
Data Service
Academic Library
Challenge 3: Metadata Openness

13. • Support a University Press; help them to improve their metadata
with advice or practical/technical support
(e.g. about metadata quality, interoperability, and openness)
• Join or support community initiatives that facilitate sustainable
Open Access publishing (including metadata provision)
Open Access Books Metadata Opportunities:
1. Partnerships and Communities

14. • Support the development of technology and infrastructure for Open
Access Books and their associated metadata
• e.g. COPIM Project & THOTH
• Use existing open infrastructure or mechanisms for metadata supply
or harvesting
• e.g. OAI-PMH
Open Access Books Metadata Opportunities:
2. Infrastructure and Technology

15. Questions ?
Emma Booth
(she/her)
@EmmaE_B
Metadata Manager for Content Management
University of Manchester Library