Post on 20-Dec-2015
Building and Contributing Collections
Aquatic Modeling Workshop Shelley OldsJuly 17 – 22, 2005 DLESE Program Center
UCAR(support@dlese.org)
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Primary Goal of DLESE
Facilitate learning about Earth at all Facilitate learning about Earth at all educational levels, formal and educational levels, formal and informalinformal
• Strategies to Achieve This Goal Develop high quality collections Provide access to Earth data, imagery & tools Create discovery and distribution systems Provide support services to create/use materials Facilitate communication across all interests of
Earth system education
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Scope of DLESE Collection
• Emphasizes Earth as a System Study of processes, states, cycles and interactions Global and local perspectives Interdisciplinary connections between atmosphere,
geosphere, hydrosphere, space and biosphere
• Emphasizes Education Learning and teaching for improved understanding
of Earth’s history, processes, and resources Supports research and assessment activities
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Materials in DLESE• Educational materials - homework exercises, tutorials, guided
inquiry sets, lesson plans, syllabi, classroom activities, curricula, modules, field trips, problem sets
• Assessment and pedagogical materials - exams, quizzes, self-assessments, learning/teaching techniques and educational research
• Research materials - journal articles, summaries, abstracts, case studies, arguments, theses, policies, indices, etc.
• Data - Earth and space data (imagery, numeric values, maps)
• Annotations - comments, reviews, teaching tips, additional content
• News and opportunities - information on grants, conferences, workshops, professional development, opportunities, etc.
• Tools - software or applications for interacting, accessing, manipulating or viewing, calculators and converters, models
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Part 1: Build & Contribute Collection Process
1. Is the collection theme within DLESE scope
2. Determine type and format of collection
3. Understand collection policies
4. Create a scope statement
• Determine collection building strategy
• Determine collection selection criteria
5. Create metadata records (catalog resources)
6. Send metadata records to DLESE
7. Approval - Collections Accessioning Taskforce
8. Maintain the collection
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Scope it Out - Mystery in a Bag - Activity
• Goal: To have another team understand what is in
your mystery bag without them having to open the bag
• Directions: In teams of 4, examine your mystery bag Create a collection with a theme Decide which things do or don’t meet your
theme. Those that do, put back in the bag Create a short document describing your
collection & info. needed to understand it
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Key Points of a Good Scope Statement• Collection builder describes who they are
Who is the person or organization (contact info too) What is the purpose of the organization
• Collection purpose and goals What is the purpose, goal or theme (overarching) Who is the intended audience How does collection fit with DLESE scope
• Collection policy How are resources chosen and what is their granularity What types of materials are included
• Terms of use Who owns the resources and metadata
• Quality assurance and persistence How are metadata records produced and maintained
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Questions to Initiate Collection Building
• Is the collection being newly created or does it already exist?
• Does the collection consist of learning resources or is it reviews of learning resources? Or news and opportunities?
• Does the collection have existing metadata?
• Do collection documents articulate what gets in and what doesn’t and how?
• What granularity will the collection have?
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Existing Collection Scenarios in DLESE
• Group of educators - gathers resources around a theme (DWEL, EET); uses DCS
• Single educator - makes their materials available (EMVC, AVC); uses DCS or cataloging template
• Organization - makes an existing repository available (NASA, NAP); uses metadata translation services
• Project - reviews or annotates resources (CRS, JESSE); uses own systems
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Collection Building Methods
• DCS (DLESE Collection System) Provides a user interface to generate metadata
and manage/search a collection
• Template or Own System Use a DLESE XML template as a guide to create
own metadata records using any method Do own collection management
• Translation Programmatically map existing metadata fields to
DLESE metadata fields Do own collection management
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Digital Water Education Library (DWEL)
• Collection builders: K-12 & informal educators
• Audience: K-12 & informal educational settings
• Focus: water in the Earth system
• How: gather 3rd party resources by distributed teams of educators
• DLESE status: reviewed collection
• Size: 380 resources
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DWEL Strategy for Defining Scope
• Concept webs developed for topical campaigns
Groundwater Surface water Oceans Water in the atmosphere Water use
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DWEL Collection Building Strategy
• Divided into grade-level groups
• Selected (voted on) the concepts most relevant to each grade-level group
• Used targeted resource gathering
• Searched web and other sources for exemplary learning objects
• Conducted structured & robust reviews
• Cataloged resources using skilled catalogers
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DWEL Work Hub
• Tracks workflows
• Organizes concepts,resources gathered
• Facilitates reviews
• Displays events &deliverables
• Catalogs using DCS
http://129.82.204.180/dwel/workhub.html
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Collection Accessioning Requirements
• Be within DLESE scope
• Have a scope statement
• Complete required metadata (afternoon)
• Meet or exceed resource quality and metadata quality guidelines (show in guide)
• Get records to DLESE (afternoon)
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DLESE Reviewed Collection (DRC)
• Meets collections accessioning criteria and documents a process for ensuring:
1. Scientific accuracy2. Importance or significance3. Pedagogical effectiveness4. Completeness of documentation5. Ease of use for teachers and learners6. Inspirational or motivational for learners7. Robustness as a digital resource
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Lessons Learned in Collection Building
• Ensure resources are within scope
• Presentation of the resource is just as important as the content
Educational context is understood Access to data/other materials works
• Metadata & resource quality are equally important
• Start with a small group of resources and metadata records; then build strategically
• Cataloging takes time so appropriate resource selection is critical
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Summary - Part 1
• Scope statements are the foundation of a collection
• Collection building methods differ
• Become familiar with the Collection Builder’s Guide
• Complete New Collection Survey
• Questions?
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Build & Contribute Collection Process1. Is the collection theme within DLESE scope
2. Determine type and format of collection
3. Understand collection policies
4. Create a scope statement
• Determine collection building strategy
• Determine collection selection criteria
5. Create metadata records (catalog resources)
6. Send metadata records to DLESE
7. Approval – Collections Accessioning Taskforce
8. Maintain the collection Part 1
Part 2
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Review of Part 1: Starting a Collection
• Kind of collection: Web resources or annotations Materials (lesson plans, images etc.)
• Scope statement: Collection purpose Selection criteria, contact info
• Collection building strategy: Who decides what gets in and how Who catalogs; who does quality assurance
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Part 2: Technical Aspects of Collection Building
• Collection types: Resource, annotation, news and opps
• Metadata formats: ADN, collection, annotation, news-opps
• Creating metadata records: Required fields & controlled vocabularies Cataloging best practices
• Sending metadata records to DLESE: OAI, email, FTP, hosted DCS instances
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DLESE Collection Types
Type of resource materials
Collection type
Metadata format
•Web-based educational resources•Datasets•Pedagogical materials•Research materials (articles)•Images, graphics, photos
Resource ADN
•Comments, reviews, annotations•Educational standards•Teaching tips•Additional content
Annotation Annotation
•Time-sensitive announcements•Fellowships, grants, jobs•Workshops, conferences News/Opps News/Opps
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Metadata Purpose & Principles
• Describe resources in a structured & consistent
• Help users find resources efficiently and understand their scope
• Metadata Principles: Required metadata (information that all
records contain)
Controlled vocabularies (terms used are the same and well defined)
Consistent cataloging
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DLESE Required Metadata
• ADN • News and Opportunities• Annotation
• Each framework has required metadata
• Will cover ADN required metadata
• Attend consult session to see required metadata for News-Opps or Annotation
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• Title - the name of the resource
• URL - the URL to an online resource
• Description - a narrative describing the content/purpose
• Subject - general topic areas that the resource is about
• Technical reqs - browser or platform requirements
• Resource type - type of educational resource (lab, photo)
• Audience - grade range of the resource
• Copyright - copyright statement
• Cost - yes/no/unknown cost to use or access resource
• Resource creator - author or publisher information
• Resource cataloger - cataloger information
DLESE Required Metadata - ADN Format(Cataloger Provided)
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DLESE Required Metadata - ADN Format
• Language - of the resource and metadata
• Copyright of the metadata - ownership of the metadata
• Terms of use - how the metadata may be used
• Metadata framework - catalog scheme (e.g. ADN)
• Creation date - creation date of metadata record
• Accession date - the accession date of the item in to the collection builder's collection
• Catalog name and number - name of collection and an id number for the metadata record like a library call #
• Record status - status of the metadata record within a collection (e.g.accessioned, working)
(Administrative)
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Methods for Creating Metadata - the how
All metadata records are XML files
• DCS (DLESE Collection System): Exploration activity
• Template or Own System: See sample record and complete required
metadata fields
• Translation: Talk to Katy
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Cataloging Activity (DCS demo)
• Goal: Explore generating metadata via the
DLESE Collection System (DCS)
• Directions: Go to http://dcs.dlese.org/preview
Explore controlled vocabularies Explore required metadata Explore validating metadata
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Cataloging Best Practices
• Tips about what to do and not do when creating metadata for DLESE
• Each field has examples
• Fields may provide additional tips in special situations
• Controlled vocabularies are defined too
• See example for title (in guide)
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DLESE Controlled Vocabularies
• To provide consistent search results
• Aid users in browsing the library
• Aids DLESE in assessing library content
• Each metadata framework has their own
• Used in the required ADN fields of:
Subject, resource type, grade range, cost Technical reqs, language, record status
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How to get records to DLESE
• OAI-PMH: A protocol for metadata harvesting by the Open Archives Initiative (DLESE has software to support it -See it at the Share Fair)
• Email: Send a zip or tar file of metadata records to support@dlese.org
• Ftp: Can send anonymously to DLESE; talk to Katy
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Collections Accessioning/Approval Process
• Ensures alignment to DLESE collection policies and guidelines
• Reviews scope statement to determine DLESE appropriateness
• Examines resources, metadata & collection reports to judge overall vitality
• Corresponds directly with collection builder in regards to approval
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Maintaining collections
• DLESE checks active collections: URL link checking Improper XML encoding Duplicates within a collection Required metadata Presence of new records in tar/zip files Resources are still within DLESE scope
• DLESE notifies collection builder and the collection builder is responsible for the actual updates and changes
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Tips for Collection Builders
• Perform internal and ongoing quality assurance and technical checks
• Update and respond to maintenance requests
• Involve the DPC early because technically there is a lot for a collection builder to do
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Questionnaire for DLESE
• Do you plan to create a DLESE collection?
• Do you have enough information to start collection work?
• What collection support or training do you anticipate needing?
• Complete New Collection Survey
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Contacts
• Email: support@dlese.org
• Web: http://www.dlese.org/Metadata
• ShareFair: See collection building table
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Definitions (1)• Metadata - structured descriptive information
about resources (e.g. info in a card catalog)
• Metadata Standard - a representation that is developed & available from a standards body or metadata organization (e.g Dublin Core)
• Metadata Framework - a representation that may or may not be based on or derived from a standard by a standards body (e.g. collection, annotation)
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Definitions (2)
• Resource - actual content - web based learning material, annotations, reviews, data, imagery, audio clips, code etc.
• Record - an XML file containing metadata describing a resource
• Collection - a group of metadata records organized around a theme
• Annotation - more content / metadata appropriate to associate with a resource