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Today’s Workshop
What is metadata?
Book metadata in product information files
Book metadata in digital content files
Book metadata carriers

Who creates and uses metadata?
The metadata lifecycle
What makes metadata powerful?

What makes metadata powerful?
What are the most important metadata elements?
Core metadata elements
Enhanced metadata elements

Exercises
Finding the right information
Capturing the core metadata elements
Adding enhanced metadata
Creating ONIX metadata
Distributing and updating metadata
What is metadata?
Metadata describes a product or a piece of content. It is the
“language” used to communicate information needed for commerce.

Book metadata in product information files
•

Is shared with trading partners (wholesalers, distributors
retailers, etc.)

•

Is usually first distributed in advance of publication

•

Is updated as needed pre- and post-publication

•

Is used to populate bookseller sites and drives behind-thescenes commerce and transactional activities
What is metadata?
Metadata describes a product or a piece of content. It is the
“language” used to communicate information needed for commerce.

Product metadata includes:
•

Information about a book’s packaging and format
•

•

Information about a book’s content
•

•

Hardcover, paperback, digital …

Title, contributor, summary

Information needed to buy and sell the book
•

Price, distribution details, rights information …
Book metadata in digital content files
•

Is embedded in files carrying the actual content

•

Should be fully leveraged but doesn’t replace the need for
product information records and files

•

Is used by reading devices to display information about
content on “bookshelves”

•

Has potential to carry much richer metadata due to the
work of IDPF on the EPUB standard
The metadata carrier is not the metadata!
ONIX for Books is the international standard for sending
and receiving book product metadata.
But ONIX isn’t metadata – it carries metadata just as a
print catalog “carries” information about books.
EPUB is a free and open standard for carrying digital
content (the product itself) and accompanying
metadata.
Metadata Standards, Best Practices, and
Controlled Vocabularies
•Languages have grammar (structure), style rules (best
practices), and vocabularies.
•As a form of communication, metadata does too.
•In the exercises, we’ll talk about when information is taken
directly from the content and when it is communicated using
codes or vocabularies to make sure it’s correctly interpreted
by receiving systems.
•The carrier (ONIX) dictates some metadata elements that must
be present for the file to be valid.
•National and international industry organizations help define
the best practices for effective communication and
bookselling.
Who creates and uses metadata?
The Metadata
Lifecycle
What makes metadata powerful?
Powerful metadata provides a rich description of the product and
meets business needs.

Powerful metadata supports:
What readers need
•A compelling search and discovery experience
•User engagement, evaluation, and sales through content-rich
information
•Recommendation algorithms and website sort options (by
subject, genre, audience, age level, format, etc.) by providing
full and accurate information
What makes metadata powerful?
Powerful metadata provides a rich description of the product and
meets business needs.

Powerful metadata supports:
The business needs of publishers and their trading
partners
•A compelling experience for potential readers leading to more
sales
•Communication between publisher and bookseller
•Business transactions
•Publicity and marketing activities
•Sales tracking and market analysis
•Business intelligence
Metadata in Publishing Workflow
Metadata, Search Engines, and
Search Engine Optimization
Bookseller search engines
(Publisher websites, Amazon, Barnes & Noble ...)

These search engines are directed at bookseller databases
populated by product metadata. Publishers contribute directly
to this data.

General search engines
(Google, Yahoo, Bing …)

General search engines websites over the entire Web. The
completeness and quality of metadata sent to bookseller sites
contributes to search results but so do many other factors
relating to the website.
Search Engine Optimization
What’s within your control?
•Some things are beyond your control but the quality of your
metadata shouldn’t be one of them.
•Make sure that metadata supplied to all trading partners is as
rich, complete, and accurate as possible.
•While there’s no guarantee that quality metadata will result in
a best seller, its absence will almost certainly guarantee its
obscurity.

SEO and Keywords
•Good descriptive metadata is the best way to optimize for
search.
•Keyword stuffing and other tricks and routinely discovered
and punished by search engines.
•Keywords and phrases are still important but don’t write
marketing content around them.
•Write with the intended audience in mind, considering the
most compelling way to describe the book
What are the most important metadata
elements?
Metadata for search, discovery, and commerce
•Content description (Title, Author, Summary, Subjects …)
•Product description (Format, Number of items …)
•Commerce (ISBN, Price, On-Sale Date, Territorial Rights …)

Metadata to stand out in the marketplace
•Evaluative metadata (Reviews, Awards …)
•Author information (Author biographies, Author Awards ...)
•Any other information that adds value or supports search
Book Industry Study Group (BISG) Product Metadata Best Practices
Core Metadata Elements
Recommended for all titles and mandatory for BISG Certification

•Identifier
•Product Form/Format
•Title/Subtitle
•Contributor(s)
•Language of Product Content
•Extent (Page count, Run time, File size …)
•Publisher/Imprint/Brand Name
•Subject(s)
•Intended Audience
•Textual Description
•Publisher/Imprint/Brand Name
•Publisher Status Code
•Publication Date
•Return Code
•Product Availability Code
•Price
•Digital Image of Product
•Territorial Rights
Book Industry Study Group (BISG) Product Metadata Best Practices
Core Plus Metadata Elements
Highly recommended when applicable. Mandatory if applicable for BISG Certification

All products
•Edition
•Country of Publication
•Series/Set Information
•Strict on sale date
•Age range (for juvenile and young adult)
•Distributor/Vendor of record
•Related products

Physical products
•Bar Code indicator
•Country of manufacture
•Case pack/Carton quantity
•Weight and Dimensions
•Number of Pieces
Digital products
•DRM/Usage Constraints
•Software/hardware requirements
Book Industry Study Group (BISG) Product Metadata Best Practices

Enhanced Metadata Elements
Optional but strongly recommended

All formats
•Author/Contributor Biography
•Illustration Details
•Book Excerpt
•Prizes and Awards
•Reviews
•Original Publication Date
•Reading Age (for juvenile titles)
•Grade Range (for juvenile titles)
•Keywords
Digital formats
Digital Product Form (EPUB, Mobi …)
Digital Product Description
Exercises
Find the right information
Title page

Title page verso/Copyright page
Exercises

Capture core metadata elements
Exercises

Capture core metadata elements
Exercises
Add enhanced metadata elements
Exercises
Enter records into the ONIXEDIT system
Exercises
Enter records into the ONIXEDIT system
Validate records
Export to ONIX
Metadata in ONIX
Metadata Handbook Paperback
The Metadata Handbook:
A Book Publisher’s Guide to Creating And Distributing Metadata for Print and Ebooks

$50 discount on digital formats for Workshop
participants!
•PDF
•EPUB
•Kindle
See me for a discount code now
Or email me:
reneeregister@datacurate.com
Order from:
themetadatahandbook.com

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Creating powerful metadata. Workshop. Tools of Change for Publishers (TOC) 2013 presentation

  • 1.
  • 2. Today’s Workshop What is metadata? Book metadata in product information files Book metadata in digital content files Book metadata carriers Who creates and uses metadata? The metadata lifecycle What makes metadata powerful? What makes metadata powerful? What are the most important metadata elements? Core metadata elements Enhanced metadata elements Exercises Finding the right information Capturing the core metadata elements Adding enhanced metadata Creating ONIX metadata Distributing and updating metadata
  • 3. What is metadata? Metadata describes a product or a piece of content. It is the “language” used to communicate information needed for commerce. Book metadata in product information files • Is shared with trading partners (wholesalers, distributors retailers, etc.) • Is usually first distributed in advance of publication • Is updated as needed pre- and post-publication • Is used to populate bookseller sites and drives behind-thescenes commerce and transactional activities
  • 4. What is metadata? Metadata describes a product or a piece of content. It is the “language” used to communicate information needed for commerce. Product metadata includes: • Information about a book’s packaging and format • • Information about a book’s content • • Hardcover, paperback, digital … Title, contributor, summary Information needed to buy and sell the book • Price, distribution details, rights information …
  • 5. Book metadata in digital content files • Is embedded in files carrying the actual content • Should be fully leveraged but doesn’t replace the need for product information records and files • Is used by reading devices to display information about content on “bookshelves” • Has potential to carry much richer metadata due to the work of IDPF on the EPUB standard
  • 6. The metadata carrier is not the metadata! ONIX for Books is the international standard for sending and receiving book product metadata. But ONIX isn’t metadata – it carries metadata just as a print catalog “carries” information about books. EPUB is a free and open standard for carrying digital content (the product itself) and accompanying metadata.
  • 7. Metadata Standards, Best Practices, and Controlled Vocabularies •Languages have grammar (structure), style rules (best practices), and vocabularies. •As a form of communication, metadata does too. •In the exercises, we’ll talk about when information is taken directly from the content and when it is communicated using codes or vocabularies to make sure it’s correctly interpreted by receiving systems. •The carrier (ONIX) dictates some metadata elements that must be present for the file to be valid. •National and international industry organizations help define the best practices for effective communication and bookselling.
  • 8. Who creates and uses metadata? The Metadata Lifecycle
  • 9. What makes metadata powerful? Powerful metadata provides a rich description of the product and meets business needs. Powerful metadata supports: What readers need •A compelling search and discovery experience •User engagement, evaluation, and sales through content-rich information •Recommendation algorithms and website sort options (by subject, genre, audience, age level, format, etc.) by providing full and accurate information
  • 10. What makes metadata powerful? Powerful metadata provides a rich description of the product and meets business needs. Powerful metadata supports: The business needs of publishers and their trading partners •A compelling experience for potential readers leading to more sales •Communication between publisher and bookseller •Business transactions •Publicity and marketing activities •Sales tracking and market analysis •Business intelligence
  • 12. Metadata, Search Engines, and Search Engine Optimization Bookseller search engines (Publisher websites, Amazon, Barnes & Noble ...) These search engines are directed at bookseller databases populated by product metadata. Publishers contribute directly to this data. General search engines (Google, Yahoo, Bing …) General search engines websites over the entire Web. The completeness and quality of metadata sent to bookseller sites contributes to search results but so do many other factors relating to the website.
  • 13. Search Engine Optimization What’s within your control? •Some things are beyond your control but the quality of your metadata shouldn’t be one of them. •Make sure that metadata supplied to all trading partners is as rich, complete, and accurate as possible. •While there’s no guarantee that quality metadata will result in a best seller, its absence will almost certainly guarantee its obscurity. SEO and Keywords •Good descriptive metadata is the best way to optimize for search. •Keyword stuffing and other tricks and routinely discovered and punished by search engines. •Keywords and phrases are still important but don’t write marketing content around them. •Write with the intended audience in mind, considering the most compelling way to describe the book
  • 14. What are the most important metadata elements? Metadata for search, discovery, and commerce •Content description (Title, Author, Summary, Subjects …) •Product description (Format, Number of items …) •Commerce (ISBN, Price, On-Sale Date, Territorial Rights …) Metadata to stand out in the marketplace •Evaluative metadata (Reviews, Awards …) •Author information (Author biographies, Author Awards ...) •Any other information that adds value or supports search
  • 15. Book Industry Study Group (BISG) Product Metadata Best Practices Core Metadata Elements Recommended for all titles and mandatory for BISG Certification •Identifier •Product Form/Format •Title/Subtitle •Contributor(s) •Language of Product Content •Extent (Page count, Run time, File size …) •Publisher/Imprint/Brand Name •Subject(s) •Intended Audience •Textual Description •Publisher/Imprint/Brand Name •Publisher Status Code •Publication Date •Return Code •Product Availability Code •Price •Digital Image of Product •Territorial Rights
  • 16. Book Industry Study Group (BISG) Product Metadata Best Practices Core Plus Metadata Elements Highly recommended when applicable. Mandatory if applicable for BISG Certification All products •Edition •Country of Publication •Series/Set Information •Strict on sale date •Age range (for juvenile and young adult) •Distributor/Vendor of record •Related products Physical products •Bar Code indicator •Country of manufacture •Case pack/Carton quantity •Weight and Dimensions •Number of Pieces Digital products •DRM/Usage Constraints •Software/hardware requirements
  • 17. Book Industry Study Group (BISG) Product Metadata Best Practices Enhanced Metadata Elements Optional but strongly recommended All formats •Author/Contributor Biography •Illustration Details •Book Excerpt •Prizes and Awards •Reviews •Original Publication Date •Reading Age (for juvenile titles) •Grade Range (for juvenile titles) •Keywords Digital formats Digital Product Form (EPUB, Mobi …) Digital Product Description
  • 18. Exercises Find the right information Title page Title page verso/Copyright page
  • 22. Exercises Enter records into the ONIXEDIT system
  • 23. Exercises Enter records into the ONIXEDIT system
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  • 28. Metadata in ONIX Metadata Handbook Paperback
  • 29. The Metadata Handbook: A Book Publisher’s Guide to Creating And Distributing Metadata for Print and Ebooks $50 discount on digital formats for Workshop participants! •PDF •EPUB •Kindle See me for a discount code now Or email me: reneeregister@datacurate.com Order from: themetadatahandbook.com