BEA 2017 Case studies in ebook metadata

Case Studies in eBook Metadata BEA 2017

SpeakersPat Payton, Senior Manager Provider Relations

Margaret Harrison, Director, Product Metadata

Allyson Groves, Manager, Publisher Operations

Alexis Petric-Black, Manager, Publisher Account Services

Ralph D. Coviello, Engagement Manager

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Metadata IRLExclusive research & case studies to help you prioritize

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Ebook Metadata: What Matters?

Thema

BISAC subject codes

product form code

product form detail

language reading level age range series

keywords

price effective date

illustrator

country of origin

contributor

contributor biographyterritory restrictions

related product

grade level

prize type

edition number

titleISNI

features

on-sale date

collections

ISBN

description

BIC subject codes

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Discovery: What Matters?

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Ingram Metadata Survey

Exclusive BEA Preview

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US metadata survey complete

Audience: booksellers, print & ebook

Focus on discoverability

Full results to be published in Metadata Essentials book, Aug. 2017

Survey sent to 650+ booksellers

Exclusive BEA Preview: Ingram Metadata Survey

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Ingram Metadata Survey: Key Findings

Platform Index

Contributor 100

Description 96

Series name & number 85

Subject code 81

Age range 79

Related product 69

Product form 68

Keywords 35

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P A

TT

RIB

UT

ES

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Ingram Metadata Survey: Key Findings

A B C D E

Description Yes Yes Yes Yes Yes

Series name Yes Yes Yes Yes Yes

Series number Yes Yes Yes Yes Yes

Subject code Yes Yes Yes Yes Yes

Age range Yes Yes Yes No Yes

HTML markup Yes Yes Yes Yes Yes

Related product Yes Yes Yes Yes Yes

Territory rights Yes Yes Yes Yes Yes

Product form Yes Yes Yes No Yes

Audience code Yes Yes Yes No Yes

Product form detail Yes Yes Yes No Yes

Contributor bio Yes Yes No No Yes

Keywords Yes No No No No

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CoreSourceMetadata Essentials

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Metadata Essentials – Best in Class

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Metadata Essentials: Keyword-Rich Descriptions

Keywords: words & phrases customers use to find your book

Choose 3-5 keywords to use throughout your marketing

Keywords for

________

Characters

Themes

Story type or

style

Audience notes

Awards

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Book Discovery: Keyword Selection

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Book Discovery: Keywords for Umami

Umami

Translations

Debut author

Coming of age novel

Mexican fiction

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Book Discovery: Keyword Selection

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Book Discovery: Keywords for The Wayfinders

The Wayfinders

CBC Massey Lectures

Anthropology

Ancient wisdom

Cultural diversity

Samuel Johnson

Prize

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Keywords & Metadata

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Descriptions

• Begin with a 25-50 word headline, bolded & followed by a break

• Weave in your keywords

• At least 150-200 words

• Use HTML markup, especially to create paragraph breaks andbold & italic fonts

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Descriptions

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Descriptions

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Descriptions

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Metadata Essentials: Series

• Do use consistent series name and numbering convention

• Don’t put the series name or number in your title

• Do include the series name in your description and author bio

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Series

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Metadata Essentials: Genre

• Consider your audience

• Doesn’t have to be 100% accurate – but fulfill on your promise to retain customers

• Be specific!

• Choose 2-4, but focus on your primary subject

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Genre: Be Specific

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Genre: Be Specific

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Genre: Be Specific

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Genre & Age Range

• Genre and age range should work together

• Juvenile: 0-11

• YA: 12-17

• Adult/general trade: 18+

• Avoid spanning multiple audiences

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Metadata Essentials: Format

Select a primary product form AND details

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Metadata Essentials: Related Product

Lucky numbers 13 and 27: codes to link print & digital formats

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Finally

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Metadata Essentials

http://ingramcontent.com/ingramdataservices

http://ingramcontent.com/ingramdataservices

Allyson GrovesManager, Publisher Operations

It’s All About the Customers

Customers come to Kobo a number of ways:● email marketing & recommendations● promotions● search results● browsing● publishers linking to Kobo

Metadata is the driving force behind:● recommendations● end-of-book experiences● themed lists and promotions● next-in-series prompts● automation

It all starts with good metadata….

1. Know your Rights & Prices

2. Know your Markets

3. Be Complete and Consistent

4. Update!

5.Use ONIX

Five Easy Steps to Optimize Your eBook Metadata

1. Know Your Rights

Kobo sells books in 190 countries and with 30+ retail partners

Without proper territorial rights metadata, you’re losing sales● Know who is selling your titles & where! ● Be mindful of duplication

Be Careful: Don’t Limit Yourself!

<SalesRights><SalesRightsType>02</SalesRightsType>

<RightsTerritory>WORLD</RightsTerritory></SalesRights>

<Price><PriceTypeCode>41</PriceTypeCode><PriceAmount>6.99</PriceAmount><CurrencyCode>USD</CurrencyCode><Territory>US</Territory>

</Price>

Send Specific PricesA single title can have many rights, but are you sending enough prices?

● especially important for publishers with agency agreements● Don’t forget about price types!

This title will only be available in the US

2. Know Your Markets

Currency Conversion ● Exchange rates fluctuate● Exchange can vary from retailer to retailer● How will the retailer know which price to convert

from?● Converted prices look weird to customers● You may end up over or under charging

Each geo has different price thresholds● Send as many specific prices as possible● Especially important in large markets

<SalesRights><SalesRightsType>02</SalesRightsType>

<RightsTerritory>US CA GB AU NZ</RightsTerritory></SalesRights>

<Price><PriceTypeCode>01</PriceTypeCode><PriceAmount>6.99</PriceAmount><CurrencyCode>USD</CurrencyCode><Territory>US CA</Territory>

</Price>

<Price><PriceTypeCode>02</PriceTypeCode><PriceAmount>3.99</PriceAmount><CurrencyCode>GBP</CurrencyCode><Territory>GB AU NZ</Territory>

</Price>

International Pricing

USD AUD

CAD NZD

Conversion from USD: $19.08



Conversion from CAD: $7.32



3. Send all your data!

Series Information is incredibly valuable! ● One of our biggest sales drivers● One of the things customers notice the most when

it’s done poorly

Valuable & Often Overlooked

Related Product• Kobo might not be able to use it, but many of our partners rely on it

Valuable & Often Overlooked

Age RangesCategorization codes

It’s not just about “enhancements” - consistency with regular data is important too!

George R.R. MartinGeorge RR MartinG.R.R. MartinGRR MartinGeorge Raymond Richard MartinGeorge Martin

Consistency is Key

All the same man!

Data should be machine readable

● Everything is parsed by automated systems

● If it isn’t easily sortable in excel, it isn’t good metadata

● Nothing should be invisible

● If you want the customer to find it, make sure the customer can see it

A Rule of Thumb:

4. Update! Update! Update!

Metadata is not static.

You should update it often to reflect market fluctuations or respond to topical or social changes:● Book nominated for an award?● Suddenly relevant?● Becoming a movie or TV series?

You can also experiment:● Try different category codes● Test out pricing strategy● Schedule price drops● Flash sales● SEO

5. Use Onix!

Onix is created specifically for book metadata and is the most reliable and thorough method!● Multiple prices in multiple currencies, for multiple territories● Price effective dates!● One feed can be sent to multiple retailers● Consistent across entire industry● Automated and bulk updates● Scalable, adaptable● Less manual intervention

Onix 3.0 has specific enhancements for ebook and global retail. You should be using it!● Specifically addresses challenges of global distribution● Tags specifically for eBooks (DRM, epub usage, master brand, etc.)● Block updates● The only version still supported!

1. Know your Rights & Prices

2. Know your Markets

3. Be Complete and Consistent

4. Update!

5.Use ONIX

To Summarize

Allyson GrovesManager, Publisher Operations

[email protected]

mailto:[email protected]

SMART!BEA Workshop: Case studies in ebook metadata

June 1, 2017

© OverDrive, Inc. All Rights Reserved. 49

Alexis Petric-BlackManager, Publisher Account ServicesOverDrive, Inc.

BEA Workshop: Case studies in ebook metadata - Jun 1, 2017

smart systems rely on SMART data

Structured

Meaningful

Accurate

Rigorous

Timely

© OverDrive, Inc. All Rights Reserved. BEA Workshop: Case studies in ebook metadata - Jun 1, 2017 50

How would a reader try to find this book?

How does the metadata facilitate discovery?

Is the metadata “enough” to spur action?


I heard about this book on biology, it was on The Daily Show… What was it? Mind Your Manners? Hmmm…

SMART metadata allows a reader to:

Search on a keyword Sort the results by

publication date Quickly scan the

description for key information

Make a “this is the book” decision


Oooh, I’ve been meaning to read that new James Patterson…

James Patterson has written over 200 books and releases multiple best sellers each year, for kids and adults.

Machines can list every one but they can’t know the book stuck in the reader’s mind… SMART metadata helps readers quickly make decisions.

Yes! That’s it! I think…?


Where did I leave off the Women’s Murder Club?

James Patterson in his Women’s Murder Club series makes it easy (smart author!).

SMART metadata makes it easy when the author makes it hard.

Structured: Is the author’s name formatted the same across all instances in your catalog?

Meaningful: Is Series data included? What about reading order?

Accurate: Is the publication date correct? What about the BISAC(s)?

Rigorous: Has the metadata record undergone thorough review? When? Next review?

Timely: Does the metadata include/exclude contemporary info?

© OverDrive, Inc. All Rights Reserved. BEA Workshop: Case studies in ebook metadata - Jun 1, 2017 54P

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SMART Metadata for All!

While ONiX and its standards can make SMART metadata easier it’s not the only way - Excel based metadata transmission can be just as robust!

In either case SMART metadata is people powered from system design to data entry and management.

Children’s titles need SMART metadata too!

Include age group, reading level, page count, and descriptive copy for parents and kids.

But what about the children?

SMART metadata drives sales!


EXTRA! EXTRA! Due to limited supply many books are not available for immediate checkout .

SMART metadata allows readers to find the book they want, locate similar reads, and find what to read next!

Sales happen when readers can find the right book quickly and with ease.

Metadata professionals are part of the sales team.

Case Studies in Ebook MetadataJune 1, 2017

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Agenda Overview

• Customer Impact

• Sales Impact

• Revenue Impact

Customer Impact

Collections

• Academic Complete™ is a collection of scholarly ebooks from leading

publishers with coverage in all academic disciplines.

• College Complete™ is a collection trusted by community, technical and

vocational colleges around the world.

• Schools and Educators Complete™ meets diverse needs of K-12

students and aligns with national, state and provincial curriculum

standards.

• Public Library Complete™ helps libraries augment nonfiction collections

to meet needs of students, professionals and other information seekers.

Collections Title Example

Professor Assigns Collections Title for Class

Publisher Removal Request To Collections Title

DDA Explained

• Demand Driven Acquisition, AKA PDA

• Integrate user involvement in the process of building library collections

– Patrons or students participate in building a library collection

• Provides the ability to offer access through the use of profiles

– Library determines inclusion and exclusion criteria such as such as

subject, publisher, publication date, author, pricing, etc.

– Can be adjusted at any time

DDA Profiles

Subjects

Publisher and Imprint Variations

Pricing

Multiple

business

model/price

options

Single business

model/price

options

Sales Impact

Incomplete ISBN Cross References

File Submissions Not Matching Guidelines

Revenue Impact

STL Explained

• Short Term Loans

• Provide a cost-effective way to offer users access to a wide range of titles for

short periods of time

• Often combined with DDA

• Flexible

– Libraries to choose the number and duration based on parameters of their

choice

– Examples: ebook price, publication date, and subject

– Can be mediated or unmediated

Removals

Sales Rights Publishing</PublisherName><SalesRights><Sales

RightsType>01</SalesRightsType><RightsCountry

>US CA</RightsCountry></SalesRights>

Publishing</PublisherName><SalesRights><SalesRightsType>01</SalesRightsType><RightsCountry>AE AF AL

AM AN AO AQ AT AU BA BD BE BG BH BN BO BW BY CF CH CK CN CX CY CZ DE DK DZ EG EH ES ET FI FJ

FK FR GB GI GL GM GN GR HK HR HU ID IE IL IN IO IQ IR IS IT JO JP KE KP KR KW LA LB LI LK LT LU LV LY

MC MN MO MY MZ NC NF NG NL NO NP NR NZ PF PG PH PK PL RO RS RU RW SA SE SG SI SK SL SO SY

SZ TC TF TH TN TO TR TW UA UG VA VG VN WS YE ZA ZM ZW</RightsCountry></SalesRights>

Conflicting Sales Rights

Scenario 1– Contract indicates North America only

– ONIX metadata indicates worldwide rights

Scenario 2– Two parties send single title with worldwide

rights/overlapping market rights

Scenario 3– Publisher signs with aggregator to deliver content

without notifying us on disposition of existing titles

Publisher Takeaways

• Title availability affects library customers differently than retail customers

• Participating in a broad range of business models provides more

opportunities for revenue

• Consistency in metadata (subjects, imprints, authors) offers the broadest

discoverability

• Validating files and ensuring metadata is complete will safeguard your speed

to market

• Your metadata is part of a larger metadata universe often for the exact same

ISBN

Resources

• Learn more about ProQuest Ebook Central

• ProQuest Ebook Central Preview

• ProQuest Ebook Central Submission Guidelines for Content Providers

• [email protected]

http://www.proquest.com/products-services/ebooks/ebooks-main.html

http://public.ebookcentral.proquest.com/choice/Login.aspx?r=needlogin

https://www.slideshare.net/discoverbowker/proquest-ebook-central-submission-guide-for-content-providers?qid=d4193545-bf57-414d-a8e2-fa9558e9f097&v=&b=&from_search=1


Thank You

Ralph D. Coviello, Engagement Manager

[email protected]


BEA 2017 Case studies in ebook metadata

Data & Analytics

Transcript of BEA 2017 Case studies in ebook metadata