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Introduction

The management of metadata, within a Knowledge Base (KB, or more than one), is an important aspect of the early work of FOLIO. This living document presents our current thinking and proposed plan for ongoing development.

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Appendices

1. Terminology

 

 
TermDefinition
Usage 
AuthorityThe organisation (e.g. Library of Congress) responsible for an established particular form of a concept (e.g. subject or person)
Bibliographic MetadataMetadata describing a bibliographic resource such as title, author(s), publisher, date and place of publication, edition, standard numbers (identifiers?), subjects, format[1]
Electronic Entitlement

The access granted to an organisation, allowing it An entitlement to an electronic resource

EntitlementThe access granted to an organisationorganization, allowing it to a resource
External InstanceAn instance whose authoritative representation is owned by an external bibliographic metadata knowledge base
HoldingsAll resources contained within or accessible via a given library
Knowledge BaseAn external source of metadata related to resources
Identifier (standard number?)A alphanumeric string used as a unique identifier for a resource. Some identifier types have established validation rules (e.g. ISBN and ISSN)[1]
Ingest / ImportThe act of importing, or ingesting, and processing information from an external vendor[1]
InstanceA material embodiment of a resource, e.g. a particular published form[2]
Internal InstanceAn instance whose authoritative representation is locally scoped to the organisation whose holdings/catalog contains one or more copies. May be derived from an External Instance.
Inventory 
Physical ItemAn physical item is an physical copy of an Instance[2] Ownership of which effectively entitles an organisation to use it
Loan 
Management Metadata 
Metadata 
Package 
Platform 
ResourceThe process by which the system: (1) validates whether or not a library user can borrow a library item based on defined attributes and (2) if a loan is permitted, links the item with the patron and applies certain conditions based on policies.
Management Metadata (or Administrative Metadata)

Data about an information resource primarily intended to facilitate its management[1]

Metadatadata that provides information about other data[3]
PackageA grouping of instances on a platform offered by a supplier under particular terms[1]
PlatformAn interface that administers or delivers electronic resources content, or provides a route to the content, to the user[1]
Resourcean item that may be collected and/or made available by an organization[1]

Resource Management

 
Source Record 
Subscription 

 

2. References

  1. FOLIO Product Council, Glossary of Terms, Available at https://wiki.folio.org/display/PC/Glossary+of+Terms (accessed 2016-1112-0915)

  2. Library of Congress, Overview of the BIBFRAME 2.0 model, Available at https://www.loc.gov/bibframe/docs/bibframe2-model.html (accessed 2016-11-09)

  3. Merriam Webster Dictionary, available at https://www.merriam-webster.com/dictionary/metadata (accessed 2016-12-15, via Wikipedia)

3. Assumptions

 

4. Kabalog

Kabalog (n): Unified data model and infrastructure for conventional bibliographic metadata and E-resource Knowledge Bases.

I generally extend this definition mean an expression of the tension between a desire for the fusion of knowledge base and catalog contexts whilst keeping some of the concepts in those worlds distinct and loosely coupled.