Workshop Background. Purpose. Context

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2 Wrkshp Backgrund Purpse Prvide yu with resurces and tls t help yu t create, stre, and use metadata t help extend the use f yur research utputs. Cntext Wrkshp Series: Preservatin and Curatin f ETD Research Data and Cmplex Digital Objects Other tpics: Cpyright, Data Organizatin, File Frmats, Strage, Versin Cntrl Pht by Erwan Hesry n Unsplash

3 Learning Objectives: Students Understand what metadata is and hw it can impact the future usefulness f yur research cntent. Learn what types f metadata yu can create (and what metadata is aut-created, and hw t check it fr crrectness). Learn hw t use a basic spreadsheet t build an inventry fr yur ETD package. Pht by Matt Brineyn Unsplash

4 Metadata Metadata is: infrmatin that is created and stred alngside cntent (such as a thesis r dissertatin) in rder t help users find and understand that cntent. Metadata describes: Wh created it? What is it? When, where, hw, and why was it created? Pht by Samuel Dean n Unsplash

5 Metadata and yur PDF submissin Cmmn Metadata Fields Title Authr/Creatr Advisr Resurce Type Date Language Descriptin/Abstract Subject Identifier Degree Infrmatin Rights management infrmatin Tips and pitfalls t avid The abstract yu supply will play a rle in hw thers can find yur wrk, s it is imprtant that it includes a clear descriptin and keywrds relevant t yur wrk. Use keywrds nt in yur title. This will increase the discverability f yur wrk. Define any acrnyms yu use (repeating them in bth letters and in natural language). Pht by Giammarc Bscar n Unsplash

6 Metadata and ETD research files Text-based PDF file(s) Metadata is generated via webfrm during submissin. Nn-text, nn-pdf cmpnents Metadata is nt actively cllected abut supplementary research files, even when thse actually cnstitute the cre f yur submissin. Pht by Samuel Dean n Unsplash

7 A file withut metadata is like a can with n label impssible t understand withut pening it. Pht byaleksander Naug n Unsplash

8 Metadata fr supplementary files Develp a simple spreadsheet-based inventry f these items: Hw many What are they Wh created them What rights/licensing infrmatin are they gverned by Submit this inventry spreadsheet as ne f yur supplementary files in yur ETD package Pht by Jessica Ruscell n Unsplash

9 Inventry Example

10 Autgenerated Metadata Metadata is nt always created intentinally; sme is autgenerated thrugh sftware prgrams (e.g., Micrsft Office, Adbe Phtshp, SPSS) and devices (e.g., scanners, digital cameras, digital recrders). Always check these metadata fields under Prperties in the navigatin windw fr accuracy. Example: Prperties windw, Micrsft Office (access via the File tab f the main navigatin menu in Office by selecting File Prperties.)

11 Metadata Metadata describes and dcuments research, data, and publicatins. Mre simply, it is infrmatin that is created and stred alngside cntent (such as a thesis r dissertatin) in rder t help users find and understand that cntent. The quality f the metadata yu prvide is key t ensuring the future accessibility and usability f yur wrk. Fr every research file yu create, yu shuld als prduce metadata describing: Wh created the cntent? What is it? When and Where was it created? Hw and Why was it develped? Why might yu need metadata? if yur research prduces images, audi, vide, sftware, datasets, r ther nn-text cmpnents, these may nt be encmpassed within the metadata cllected during the submissin prcess. In rder t make sure these files are discverable and usable in the future, yu will need t actively create metadata and stre it with the files. ETD metadata tips: 1. Yur abstract needs a clear descriptin and keywrds relevant t yur wrk. 2. Be careful with ver-reliance n spell-check functins. Fr example, Micrsft Office des nt spellcheck capital letters, which can impact titles. 3. Create keywrds that are nt in yur title. This will increase the discverability f yur wrk. 4. Define any acrnyms yu use (repeat them in bth letters and in natural language). 5. Prfread all f yur metadata, including department name and advisr name, prir t submissin. A file withut metadata is like a can with n label - impssible t understand withut pening it (and perhaps even then!) Typical metadata requested abut a pdf during the ETD submissin prcess: Title Authr/Creatr Advisr Resurce Type Date Language Descriptin/Abstract Subject Identifier Degree Infrmatin Rights management infrmatin Mst ETD submissin prcesses d nt cllect metadata abut the additinal files yu may submit (e.g., datasets, audi r vide files, image files, GIS files, CAD files, sftware cde, etc.). T help make sure that yu and yur readers will be able t understand what these additinal files are and hw they may be referenced, used, r built upn, yu can develp a simple spreadsheet-based inventry f these items. This inventry shuld clearly identify hw many additinal files yu are including, what they are, wh created them, and what rights and licensing infrmatin they are gverned by. Submit this inventry spreadsheet as part f yur ETD package.

12 Activity Chse three (3) dcuments yu are currently wrking n, preferably in different frmats (Wrd, Excel, etc.). Open the Prperties tab in the File menu and examine the data yu see under Summary. Are yu listed as the dcument s authr? If nt, this is a gd time t update it! Review the fields and update them as needed, making sure t insert the mst current infrmatin cncerning the prject title, categry, and keywrds.

13 ? Pht by Evan Dennis n Unsplash

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