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Metadata Models and Modelling Methods Joanne Evans and Mirna Willer

Joanne Evans and Mirna Willer. Agenda o Introductions o Mirna’s story – Entity-Relationship Modeling Method: “Bibliographic Universe” o Joanne’s story

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Metadata Models and Modelling Methods

Joanne Evans and Mirna Willer

• Agenda

o Introductionso Mirna’s story

– Entity-Relationship Modeling Method: “Bibliographic Universe”

o Joanne’s story– Recordkeeping Metadata Models

o Metadata Modeling Exercise

• Introductions

o Where are you from?o Where are you at?o What kind of metadata are you

interested in?– What fascinates, frustrates or frightens

you about it?

Workshop SummaryBibliographic Resource

Discovery and Management

Recordkeeping

Why metadata matters?

Why metadata modelling matters?

What key things (entities)?

What key relationships or associations amongst entities?

Key models

Key modelling techniques

• Joanne’s Story - Beginnings

Entity-Relationship (ER) Model

Entity Relation-ship Attributes

• Archival Systems Development

• Archival Systems Development

• Records Continuum Model

Organise

Capture

Create

Recordkeeping Containers

Identity Transactional

Pluralise

Evidential

© Frank Upward

Do

Business

Do

RecordsCreate & manage

Are used by

RecordkeepingBusiness

Integrated

Record, Manage,

Enable Use

Is documented in

Mandate

Establish competencies of

Account for execution of

Govern

People

SPIRT Conceptual Models

Recordkeeping Business Transaction

Recordkeeping Business Activity

Recordkeeping Business Function

Business Transaction

Business Activity

Business Function

Ambient Function

BUSINESS

MANDATES

Figure 4: Coverage of Recordkeeping Metadata

Govern

EstablishCompetencies Account For

Rel

atio

n

Recordkeeping Ambient Function

RECORDKEEPINGBUSINESS

Person/Actor

Organisational Unit/Work Group

Organisation/Corporate Body

Social Institution

AGENTS/PEOPLE

Record Object

Record Aggregation

Corporate Archive/ RK System

Collective Archives

RECORDSRelation

Govern

Rel

atio

n

AS/NZS ISO 23081.2:2007 : Information and documentation - Records management processes - Metadata for records - Conceptual and implementation issues

AS/NZS ISO 23081.2:2007 : Information and documentation - Records management processes - Metadata for records - Conceptual and implementation issues

Figure 6 – Generic Metadata Model for Managing Records

Identity Event Plan

Event History

Description

Use

Relation

AS/NZS ISO 23081.2:2007 : Information and documentation - Records management processes - Metadata for records - Conceptual and implementation issues

Event History

Event Plan

PAST FUTURE

Cu

rre

ntS

tate

Ide

ntit

yD

esc

rip

tion

Use

Re

latio

n

Figure 7 – Dynamic Records Metadata

ISO 23081

AGRKMS

SA RKMS

NSWRKMS

VERSMetadataSchema

RKM Standard Schemas Application Profiles

ISO 23081

• Metadata Modeling Exercise

o Three groups working with either EAD or ISAD(G)1. ER Modelling2. SPIRT Conceptual Models3. Free Form

o Report back ona) Your modelsb) Your modelling

Workshop SummaryBibliographic Resource

Discovery and Management

Recordkeeping

Why metadata matters?

Why metadata modelling matters?

What key things (entities)?

What key relationships or associations amongst entities?

Key models

Key modelling techniques

• Future Agendas

o Research– the models – the metadata

o Teaching – the models – the metadata

o Issues– iSchools convergence and specialisation