NACO Lite? -- reimagining name authority work as identity management - PowerPoint Presentation

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NACO Lite? -- reimagining name authority work as identity management

ALA Midwinter, PCC Participants Meeting, January 10, 2016Michelle DurocherMary Jane CuneoSteven RielHonor MoodyChristine Fernsebner EslaoSlide2

Inspiration from PCC Mission StatementFrom the Strategic Directions report:Enabling the extension, iterative enhancement

, reuse, and open exchange of metadataEncouraging work at the network level, i.e. sharing data Use of emerging technologies, such as linked data, i.e. a focus on unique identifiersFacilitating the automated generation of metadataSlide3

From Strategic Direction #3: Provide leadership for the shift in authority control

from an approach primarily based on creating text strings to one focused on managing identities and entitiesSD 3.4: Investigate options and develop a plan to expand community participation in the creation of identifiers and authority data.Slide4

Motivations and values (internal):Cease local name authority work in favor of a workflow that

shares data outside of HarvardShare benefit of intellectual work performed, even when output is not NACO compliantDevelop an efficient workflow to share data without requiring duplicated work in multiple systems Slide5

Motivations and values (external) :Utilize data created in non-library, expert communities, whose data can be rich and well suited to identity management, e.g. publishers, authors, domain experts, etc.Establish a metadata lifecycle that is valued by the community and supports iterative enhancement

Support discovery on the open webSlide6

Framed conceptual discussion in context of tools, sequence of steps & intellectual activities

What platform is useful for which purposes?How can data exchange and data coding ensure efficient workflow without duplicated effort?Slide7

There Must Be Another WayMary Jane CuneoSlide8

Status Quo: NACONACO Training and Review: major commitment for Trainer and TraineeCreates barrier to participationBarrier can create bottlenecksResult: Fewer NACO contributors and contributions than we wishResult: Some authority data is only created locally, not sharedResult: Quality?Slide9

Why so time-consuming?Most of time/effort is devoted to learning how to construct text strings according to cataloging rules (Authorized Access Points; Name Authorities)Because Name Authority work requires uniquenessWhich is demonstrated by the matching (or not-matching) of text stringsSlide10

The AHA MomentLooking at VIAF, ISNI (and other transformative experiences):Demonstrates that not everyone follows the same cataloging rules (or any at all);Not everyone brings the same language, script, and cultural assumptions to authority workThe data environment our patrons inhabit is global, web-based; we can leave the library catalog and join them there

Identities can be defined and disambiguated by means other than string matchingSlide11

AHA continuedIf there is no longer a need for rigorous training in text string construction,A major barrier to participation fallsTime & energy are freed up to focus on core tasks: disambiguation and the documentation thereofSlide12

The Paradigm ShiftAuthority Work becomes Identity ManagementIdentity Management brings in more, varied communities for data sharing; allows multiple optionsIn a Linked Data environment, corroborating data is pulled from external sources on the web, automatically enriching contributionsMore data, more connections, wider exposureSlide13

What’s in a Name?We have called our initiative “NACO Lite,” because it needs a name;But we hope to replace it with a better oneChoosing a name helps us define our goalsA name tells others (and reminds us) what we intendSlide14

NACO: Name Authorities vs Identity ManagementLite: Unintended references? Something less than NACO? OR:Slide15

Identity Management: identities not names identifiers not strings focus on disambiguation and documentationLower threshhold for cooperative contribution

Quality data: create, ingest, maintain, linkSlide16

Special Challenges of Corporate BodiesSteven RielSlide17

Special challenges of corporate bodiesIf we assume paradigm shift from authority work to identity managementHow best to define entities?On legal and/or financial basis? On basis of preferred name?A combination?

Definition affects “boundaries” of an entity’s identity—when does one body become another?Slide18

Special challenges of corporate bodiesDifferent stakeholders and communities may need different definitions (e.g., for rights management)Linked data could accommodate differences, but definitions need to be clearWise to assess landscape now and make informed decisions that maximize interoperabilityJisc

CASRAI-UK Organisational Identifiers Working Group (2013-2015)Organizations in ISNI Task Group (OCLC Research Library Partnership) (awaiting report and recommendations)Slide19

Special challenges of corporate bodiesMoving away from creating data only when justified by literary warrant (goal was to avoid blind references in library catalogs)NACO approach sometimes creates only an incomplete diagram of a corporate body’s real history, depending on which publications are held (“no

publs. in LC database”) and whether the related body was likely to be needed on a bibliographic record (cf. LCRI 26.3B-C and LC-PCC PS 32.1.1.3) Slide20

Special challenges of corporate bodiesNeed to develop data model that includes:Changes over time (both at entity level and attribute level--simultaneous, consecutive, non-precise beginnings and endings)

Nature of relationships between entities (predecessor/successor, merger between/mergee, absorbed by/absorbed, superordinate/subordinate, host/hosted by, etc.), combined with time elementQuestion: could some of the modeling included in PRESSoo be useful in developing a model for corporate bodies?Slide21

Mutual Metadata: a NACO Lite Proposal for ZinesHonor MoodySlide22

Sample User Experience in Harvard's Discovery

SystemChristine Fernsebner EslaoSlide23

The Hindus : an alternative history (monograph) → “Doniger, Wendy”

“The Case for the History of Religions” (conference keynote) → “O'Flaherty, Wendy Doniger”“The ‘Kamasutra’: It isn't all about sex” (article) → “Doniger, W”

Known item search

 author searchSlide24
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“Doniger, Wendy” “O’Flaherty, Wendy Doniger” 100 titles“Doniger, W”

Potential results of author searchSlide26

The Hindus : an alternative history :“Doniger, Wendy” 98 titles

Results of lateral links to author searchSlide27

“Doniger, Wendy” 98 titles“The ‘Kamasutra’: It isn't all about sex”: “O’Flaherty, Wendy

Doniger” 5 titlesResults of lateral links to author searchSlide28

“Doniger, Wendy” 98 titles“O’Flaherty, Wendy Doniger” 5 titles

“The Case for the History of Religions”:“Doniger, W” 11 titles

Results of lateral links to author searchSlide29

“Author/Creator” facetSeptember: 3,488October: 3,350

November: 3,223Facet clicks in HOLLIS+ search resultsSlide30

“Author/Creator” facet “Subject” facetSeptember: 3,488 2,970October:

3,350 2,939November: 3,223 2,995

Facet clicks in HOLLIS+ search resultsSlide31

“Author” September: 4,345 October: 4,756

November: 4,146 Record-level clicks in HOLLIS+Slide32

“Author” “Subject”September: 4,345 4,405October

: 4,756 4,897November: 4,146 5,154

Record-level clicks in HOLLIS+Slide33

CC BY-NC 2.5 https://xkcd.com/927/Slide34

“We need radical collaboration in libraries, far beyond what happens today. […] Librarians need to measure their success not as individual institutions, or people, but rather as collaborators working together to build a new ecosystem of information” --John Palfrey in BiblioTECH

: why libraries matter more than ever in the age of Google. New York: Basic Books, 2015. p. 125Slide35

Thank you!Michelle DurocherMary Jane Cuneo

Steven RielHonor MoodyChristine Fernsebner Eslao