VII. Transitioning Workflows

Cataloging is the process of creating metadata for libraries collections, whether owned or accessed. Workflows associated with cataloging largely depend on the ecosystem in which cataloging activities take place. The BIBFLOW project examined the effects and opportunities created by transitioning cataloging to a native Linked Data ecosystem by examining the following workflows:

1. Copy cataloging of a non-rare book
2. Original non-rare book cataloging
3. Original cataloging of a print serial
4. Original cataloging of a print map
5. Personal and corporate name authority creation

The study method employed was to document the current workflows in place at the UC Davis library, followed by testing of various approaches to the same cataloging tasks using native Linked Data cataloging workbenches. In each case, an eye was directed toward efficiency, accuracy, and the training required for catalogers to work in the new ecosystem. The workflows tested were chosen because they are representative of the range of cataloging practice employed in the library.
Workflows for authority creation and management are covered in the Section VIII of this report below. The remaining tested workflows are discussed in this section. Generally speaking, it was found that catalogers had little difficulty transitioning to a Linked Data ecosystem. The amount of training required was equivalent to that of transitioning from one MARC-based interface to another. With the exception of serials cataloging, discussed below, either a comprehensive knowledge of the technical details of Linked Data nor of the BIBFRAME model were required for catalogers to work successfully in the new environment. Additionally, cataloging in the Linked Data ecosystem offered various efficiencies in some workflows.

While completing Step One and Step Two of the transition plan outlined in this report, the Linked Data ecosystem consists of the following six components:

Figure 18: Six components of Linked Data ecosystem

At the center of this ecosystem is the Triplestore: the database management system for data in BIBFRAME format (RDF triples).

Human Discovery is comprised of application(s) that facilitate the transactions between patrons and the library’s triplestore. It should also support the retrieval of additional information from external resources pointed to by the URIs recorded in the local triplestore.

The Integrated Library System (ILS) is an inventory control tool used to manage library’s internal operations only, such as ordering and payment, collection management, and circulation. In this model, it also serves as a stand-in for all external systems that communicate with the library’s catalog data. At the conclusion of Phase One of the transition plan, it will comprise a collection of applications that perform various functions such as acquisition, circulation, bibliometrics, etc. These systems may evolve to work directly with the triplestore, or they will continue to communicate with the triplestore through an API.

The Linked Data Editor is a tool that supports cataloging activities (metadata creation and management). At a minimum, an editor should have: 1) a user-friendly interface that does not require the cataloger to have a deep knowledge of the BIBFRAME data model or vocabularies; and 2) lookup services that can be configured to search, retrieve, and display Linked Data from external resources automatically.

Data Sources are resource locations available over the internet with which a Linked Data Editor can communicate in order to exchange data. These include endpoints such as OCLC WorldCat for bibliographic data and Library of Congress’s Linked Data services for subject and name headings. To increase the likelihood of finding authoritative URIs and to make library data more interoperable, the community should also explore the use of non-library data and identifiers, such as ORCID, publisher’s data, Wikidata, LinkedBrainz, etc.

Machine Discovery is a SPARQL endpoint that enables an external machine to query the library triplestore.
Figure 19 below illustrates the interactions among the six conceptual categories (OCLC and Authorities are used to represent “Data Sources”):

Figure 19: Interaction between the components of a Linked Data ecosystem

As can be seen, the information flows involved in a Linked Data ecosystem are more complex than in a MARC ecosystem. In the current MARC ecosystem, the Integrated Library System (ILS) acts as centralized information exchange point wherein external data is ingested and served through a single point of access. The Linked Data ecosystem dis-integrates the ILS. The triplestore serves as a partial, centralized data store, but graphs stored locally in the triplestore are supplemented on-the-fly by information provided by other Linked Data services and can be interacted with by a flexible suite of applications. The net result is a more complex data ecosystem, but one in which the workflows surrounding the data remain unchanged or are actually simplified.

Below we discuss the impacts of Linked Data adoption on three main types of cataloging workflows – copy, original, and serials cataloging. In each case we present proposed Linked Data native workflows and discuss how they relate to traditional MARC-based cataloging workflows. Readers will note that the two workflows presented are quite similar to their MARC ecosystem counterparts; however, each still presents its own issues and challenges. Some of the identified challenges may require further research and experimentation to address. Some may require the library community to rethink its cataloging rules and practices.

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