Social Metadata for Libraries, Archives, and Museums Part 3: Recommendations and Readings Karen Smith-Yoshimura OCLC Research Rose Holley National Library of Australia A publication of OCLC Research Social Metadata for Libraries, Archives, and Museums. Part 3: Recommendations and Readings Karen Smith-Yoshimura and Rose Holley, for OCLC Research © 2012 OCLC Online Computer Library Center, Inc. Reuse of this document is permitted as long as it is consistent with the terms of the Creative Commons Attribution-Noncommercial-Share Alike 3.0 (USA) license (CC-BY-NC-SA): http://creativecommons.org/licenses/by-nc-sa/3.0/. March 2012 OCLC Research Dublin, Ohio 43017 USA www.oclc.org ISBN: 1-55653-441-8 (978-1-55653-441-6) OCLC (WorldCat): 778785997 Please direct correspondence to: Karen Smith-Yoshimura Program Officer [email protected] Suggested citation: Smith-Yoshimura, Karen and Rose Holley. 2012. Social Metadata for Libraries, Archives, and Museums. Part 3: Recommendations and Readings. Dublin, Ohio: OCLC Research. http://www.oclc.org/research/publications/library/2012/2012-01.pdf. Social Metadata for Libraries, Archives, and Museums. Part 3: Recommendations and Readings Contents Acknowledgements ......................................................................................... 5 Introduction ................................................................................................. 6 Recommendations .......................................................................................... 9 References ............................................................................................... 18 Issues for Future Research ............................................................................... 19 What Did We Read? by Rose Holley ..................................................................... 20 New Initiatives .......................................................................................... 21 Open Data ................................................................................................ 37 Social Engagement...................................................................................... 38 Social Media ............................................................................................. 57 Tagging ................................................................................................... 66 Training .................................................................................................. 74 Usage Statistics ......................................................................................... 76 http://www.oclc.org/research/publications/library/2012/2012-01.pdf March 2012 Karen Smith-Yoshimura and Rose Holley, for OCLC Research Page 3 Social Metadata for Libraries, Archives, and Museums. Part 3: Recommendations and Readings Tables Table 1. Sample goals and metrics ..................................................................... 13 Table 2. Trade-offs in using third-party hosted social media sites ................................ 14 http://www.oclc.org/research/publications/library/2012/2012-01.pdf March 2012 Karen Smith-Yoshimura and Rose Holley, for OCLC Research Page 4 Social Metadata for Libraries, Archives, and Museums. Part 3: Recommendations and Readings Acknowledgements This report was created in collaboration with the following members of the RLG Partners Social Metadata Working Group (for short biographies, see “Who Are We?” at www.oclc.org/research/activities/aggregating/group.htm). Drew Bourn, Stanford University Douglas Campbell, National Library of New Zealand Kevin Clair, Pennsylvania State University Christopher Cronin, University of Chicago Christine DeZelar-Tiedman, University of Minnesota Mary Elings, University of California, Berkeley Steven Galbraith, Folger Shakespeare Library Carol Jean Godby, OCLC Cheryl Gowing, University of Miami Rose Holley, National Library of Australia Rebekah Irwin, Yale University Lesley Kadish, Minnesota Historical Society Helice Koffler, University of Washington Daniel Lovins, Yale University John Lowery, British Library John MacColl, OCLC Marja Musson, International Institute of Social History (Amsterdam) Henry Raine, New-York Historical Society Cyndi Shein, Getty Research Institute Ken Varnum, University of Michigan Melanie Wacker, Columbia University Kayla Willey, Brigham Young University Elizabeth Yakel, University of Michigan, School of Information http://www.oclc.org/research/publications/library/2012/2012-01.pdf March 2012 Karen Smith-Yoshimura and Rose Holley, for OCLC Research Page 5 Social Metadata for Libraries, Archives, and Museums. Part 3: Recommendations and Readings Introduction The cultural heritage organizations in the RLG Partnership were eager to take advantage of user contributions to enrich the descriptive metadata created by libraries, archives, and museums (LAMs)1 and expand their reach into user communities. Enriching LAM metadata improves the quality and relevancy of users’ search results and helps people to understand and to evaluate the content better. User contributions can also augment and provide additional context to LAM resources. In 2009-2010, a 21-member RLG Partner Social Metadata Working Group from five countries investigated how to take full advantage of the array of potential user contributions that would improve and deepen their sites’ user experiences. The working group considered issues related to assessment, content, policies, technology, and vocabularies. In our first report, Social Metadata for Libraries, Archives, and Museums, Part 1: Site Reviews (Smith-Yoshimura and Shein 2011b), we synthesized our reviews of 76 sites that support social media features and that were most relevant to libraries, archives, and museums. Our second report, Social Metadata for Libraries, Archives, and Museums, Part 2: Survey Analysis (Smith- Yoshimura, et al. 2011), summarized our analysis of survey responses from 42 site managers. The survey focused on the motivations for creating a site, moderation policies, staffing and site management, technologies used, and criteria for assessing success. In addition, the working group conducted interviews and did extensive reading of the professional literature, represented in the annotated “What did we read?” section of this report. From this research and our discussions, we derived the following recommendations for LAMs considering or implementing social media features to attract user-generated content. Social media tools are needed to generate user-contributed content, which includes “social metadata”— information from users that helps people find, understand, or evaluate a site’s content. Social media and social metadata overlap; you cannot have social metadata without the social media functions that create it. Your objectives will determine which of the following recommendations apply. What’s needed to support a Facebook presence differs 1 Some countries use the term “GLAM” for galleries, libraries, archives, and museums. http://www.oclc.org/research/publications/library/2012/2012-01.pdf March 2012 Karen Smith-Yoshimura and Rose Holley, for OCLC Research Page 6 Social Metadata for Libraries, Archives, and Museums. Part 3: Recommendations and Readings from what you’ll need to integrate social metadata and other user-generated content into your own site. We believe it is riskier to do nothing and become irrelevant to your user communities than to start using social media features. Given the wide variety of cultural heritage organizations, and the range of objectives and resources available, there is no one recommendation that would fit all types of institutions. Factors that everyone should consider: What are your objectives? Are there existing sites to which you could contribute content that would meet those objectives? What social media features should you add to your own site to meet these objectives? What metrics do you need to gather to determine whether you are meeting those objectives? What policies do you need to develop? What training is needed for your staff to use the social media features you’ll be using? How much time and resources can you commit to this effort? If you are adding social media features to an existing site rather than using third-party hosted sites, make sure you add them where they are useful and can help your users or community accomplish something. We are approaching the end of the “wild west” of Web 2.0 when LAMs simply experimented with new features—throwing a lot of tools and services at the virtual wall to see what might stick. Now that we have some experience and data, we are collectively making data-driven decisions about launching, expanding, or ending our social media experiments. We are learning where users can effectively contribute content that LAMs want to receive. Social engagement has always been part of the activities of libraries, archives, and museums. Social media provides a means to expand on our usual methods of engagement with—and well beyond—our traditional core communities. As Rose Holley, manager of the National Library of Australia’s Trove service, noted in her November 2009 presentation on crowdsourcing at the Pacific Rim Digital Library Alliance Annual Meeting in Auckland: http://www.oclc.org/research/publications/library/2012/2012-01.pdf March 2012 Karen Smith-Yoshimura and Rose Holley, for OCLC Research Page 7 Social Metadata for Libraries, Archives, and Museums. Part 3: Recommendations and Readings In the ‘pre- digital library days’ a user did not expect