Integrating and Leveraging Metadata in a Shared Environment : the University of Macau Library Experience Priscilla Pun Head of Technical Process University of Macau Library 29 June 2021 Libraries store the energy that fuels the imagination. They open up windows to the world and inspire us to explore and achieve, and contribute to improving our quality of life. -- Sidney Sheldon  (1917-2007 American writer and producer) Table of Contents Background The UM Library Development & Metadata Standards Library Metadata in a Shared Environment Future Challenges Background Macao Macao Special Administrative Region Area: ~33 km2 Population: 682,500 Economy: Tourism Density: 21,000 ppl/km2 Language: Chinese (96%), Portuguese (2%), English University of Macau The only internationalized public comprehensive university in Macao Main medium of instruction: English; Some programs in Chinese or Portuguese 80% of its faculty members from outside Macao University of Macau Mainland China Portugal U.S.A. Canada Australia Singapore Others 60.8% 15.2% 8.2% 3.2% 2.0% 1.5% 9.1% Total stocks of 12.6 million items/vols Print Books 790,000 eBooks Print Journals E-Journals Databases E-theses 760,000 6,000 100,000 260 11,100,000 Volumes Volumes Titles Titles Items Titles Open Access Resources UM Library resources at a Glance The UM Library Development & Metadata Standards Transition of Libraries as Enterprises Early 1990 Enterprises Libraries Early 2000 Mid 1990s Prior to 1990 Information management focused on stand-alone isolated functions Individual solutions for common problems Early & Middle 1990s Business Process Reengineering focused on improving processes within functions or business units Cross-functional process integration, but the organizational boundaries were firm Late 1990s to Early 2000 Cross-functional process integration Dependencies Inter-relationship Information system formally linked to cross-functional process Early 2000 -- Computerized Catalog adoption Integrated and automated library systems Formally Integrated Library Systems (ILSs) User-oriented electronic libraries Abundant electronic resources and ICT technolgoy enhanced Gulledge, T. et al. (2003) The Information Technology Enabled Organization : A Major Social Transformation in the U . S . A . Management of Social Transformation: Discussion Paper Series, no.14. Pradhan, Pallab. (2019). Library Services Platform (LSP): An Overview. 26. 12-22. Cloud-based Enterprise Resource Planning (ERP) began in 1998 Cloud ERP develops and collects real time data, with AI enhancements, to empower better decision-making Cloud-based Library Services Platforms (LSPs) in 2010s, commercial or open source The next generation of library management systems that has beyond all inbuilt features of an ILS, built on multi-tenant SaaS platform, taking advantage of cloud computing, web technologies and discovery service to provide capabilities to manage physical, digital & electronic materials, and other services in a single unified system. Traditional Smart Transition of the UM Library in 5 Phases Prior to 1990 Early & Middle 1990s 2004 – 2010s Early 1990 In 1982, equipped with a mainframe computer and converted most of its English card catalog into computerized data, which is the first computeriezed library catalog in Macao. Phase 1 Mid 1990s In 1993, adoped Dynix as its initial automatic library system. In 1994, connected to the Internet and started to surf websites. Started to access the bibliographic data from libraries in Hong Kong. Phase 2 Early 2000 Late 1990s to Early 2000 During late 1990s, the Internet, search engines, paperless prediction, etc. In 1996, introduced CD-ROM tower. Then commenced subscribing to e-journals on CD-ROM and web-based resources. Phase 3 2010s-- In 2004, adopted Innovative Millennium, a highly integrated library system, which made an one-stop-search hybrid library for UM. Integrated and redesigned the business processes of acquisition and cataloging. Phase 4 Adopted Discovery Service EDS 2013-2019 Primo(VE) 2019- current In 2020, migrated to the LSP Alma. Phase 5 Bibliographic data of a library’s collection is the legacy of a library 2010s - current Growth Through Creativity Growth Through Direction Growth Through Delegation Growth Through Coordination Growth Through Collaboration Growth Through Alliances Greiner’s Organization Growth Model Macau Academic Library Alliance (MALA) since 2014e 4M1E Analysis Staff professional knowledge and workplace training Staff work attitude, adaptability, shared values Work motivation and job engagement Organizational culture and ways of communication Library Services Platforms (commercial vs open sources; flexible vs lock-ins) LSPs to integrate with other cataloging platforms, cataloging data sources, data processing software and tools, etc. Library cataloging data sources (OCLC, regional union catalogs, identity management records, etc.) Metadata from commercial or non-commercial digital content providers, including OER/OA resources Local and in-house metadata International and local cataloging standards documents and guidelines Apply international standards and guidelines, best practices, shared experiences, etc. Workflows optimization and cost-effectiveness Collaboration within and beyond the organization (library) Related emerging technologies: 5G, 6G, AI, Extended Reality (XR), big data, semantic web, knowledge graphs, linked data, & etc. International and local concerns and influences User Demand-Oriented Interactive UX Library Metadata Creation, Integration and Management Man Machine Material Method Environment Think Globally, Act Locally Global/country development, standards and policies to be translated into policies and practices at the city/library levels. Country/city/library level projects and initiatives to drive development and policy changes at the city/country/global levels. The IFLA Cataloguing Section has published a list including conventions for 105 countries in 1996. Work to update the Names of Persons document has been carried out  in 2009 and 2010. https://www.ifla.org/node/4953 UM Library’s Cataloging Policies and Procedures https://library.um.edu.mo/lib_services/catalog/cat_procedures_en Globe Country City Library Consider to update the file for Kazakhstan? Emerging Metadata Standards and Guidelines Current Action Plan of CATS Section The current action plan covers the span 2019-2021, with 4 focus areas: Maintaining consistency between standards (Structural revision of ICP) Identify key-competences for metadata librarians Promoting section’s key-documents in a international scale A focus on authority control and ID management Action Plan: https://www.ifla.org/cataloguing/action-plan (chaired by Vincent Boulet) Recent Virtual Event: New horizons: emerging metadata standards and practices in the 21st century https://www.youtube.com/channel/UCUrrt_nxhc4rYlDYfkO93-Q Sponsored by the IFLA Bibliography, Cataloguing, and Subject Analysis & Access Sections. Emerging Metadata Standards and Guidelines Library Reference Model is IFLA’s conceptual model/data model; ISBD is IFLA’s content standard UNIMARC is IFLA’s encoding format --By Gordon Dunsire, Chair of RDA Steering Committee IFLA generally uses the term 'standards' to refer to the following types of documents: Conceptual models Rules for resource description Digital format codes Guidelines (documents consisting of instructions, advice and models of preferred practices) Best practice (documents consisting of procedures and techniques based on experience and research) IFLA Standards: https://www.ifla.org/node/8750 Library Metadata in a Shared Environment MALA Hub Project A region-wide academic resource-sharing project initiated in 2019, with the sponsorship of Education and Youth Development Bureau, Macau SAR Government (merged with Higher Education Bureau in 2021) Benefits: Library resources sharing among members To promote the usage of library resources (by providing discovery platforms via this projects) To support and enhance teaching, learning and research activities at city level Increase collaborations among members MALA Hub Project MALA Hub (Central Portal) + 7 Discovery Portals for Individual Institutions + Subject Portals 1 + 7 + N ## 2 members are small in scale and request for no individual portals System Framework of MALA Hub Project Central Portal Individual Portals Different library systems MALA Hub as Central Portal Central Portal of the 9 MALA members MALA Hub as a Union Catalog (completed Jan 2020) MALA Hub as an ILL Platform (completed Jun 2020) MALA Hub as Subject Portals 澳門文獻港 MALA Hub (Union Catalog + ILL Platform) MALA Hub provides one stop search from the nine academic libraries in Macau for all of their academic resources, as well as for raising book loans and article requests. Over 200,000 PNX records MALA Hub – Portuguese Portal Derived from the Hub, several topic-specific resource portals are suggested by the Government and the community. The first topic-specific portal, Portuguese Portal, launched at the end of 2019. Future Challenges Future Challenges Impact of emerging technologies on library metadata creation and management, data analytics, indexing and discovery, and so forth. Changing roles of metadata librarians -- Identity Management, Research Information System, Open Data, etc. Integrating across various sectors, such as archives, museums, cultural/memory projects, digital humanities projects, etc. Do Curriculum designs and development of the library information schools meet the potential needs of libraries and users’ growing expectations? Continuing education and professional skill development for staff – get ready to LEARN and CHANGE June 29-30, 2021 Eurasian Academic Libraries Conference – 2021 “Contemporary Trends in Information Organization in the Academic Library Environment”  THANK YOU FOR LISTENING! Contact information: Priscilla Pun Head of Technical Process, University of Macau CATS Corresponding Member, IFLA E-mail: nipun@um.edu.mo image5.jpg media1.m4a image11.jpeg image12.png media2.m4a media3.m4a image1.jpg media4.m4a image13.jpeg media5.m4a image14.png image15.png image16.jpeg image17.jpeg image18.jpeg media6.m4a image19.png image20.png media7.m4a image21.png image22.jpeg image23.png image24.png image25.png image26.png media8.m4a image27.jpeg media9.m4a image28.png image29.png image30.png media10.m4a media11.m4a image31.png image32.png image33.png image34.png media12.m4a media13.m4a image35.png image36.png image40.png media14.m4a image37.png image38.png image39.png media15.m4a image41.png media16.m4a media17.m4a image42.png media18.m4a image43.jpeg media19.m4a image48.png image44.png image45.png image46.png image47.jpeg media20.m4a media21.m4a image49.png media22.m4a media23.m4a image50.png image51.png media24.m4a image52.png media25.m4a image53.png media26.m4a image54.png media27.m4a media28.m4a image61.png image62.png image63.png image55.png image56.png image57.png image58.png image59.png image60.png image10.jpg