We Can Do It, You Can Too! Metadata Automation for Everyone

Tuesday, 6/7/2016 - Wednesday, 6/8/2016

an ALCTS Virtual Preconference  

This preconference was presented live on 06/07/16 and 6/08/16. The recordings will be available for free six months after these dates.                                  

This 2-part virtual preconference will feature presentations on workflows and automation tools to aid in metadata transformation, repurposing formats like EAD or MARC, reconciliation through Open Refine, or clean-up of legacy data.

As the pressure mounts to “digitize all the things!," the need to upload new digital material quickly, efficiently, and accurately while maintaining established standards for discovery and interoperability becomes essential. Methods for meeting these expectations include leveraging existing archival data, batch processing, vocabulary reconciliation, and other techniques. 

Session 1. Automating Descriptive Metadata Creation: Tools and Workflows

Date & Time: Tuesday, June 7 starting at 11 a.m. Pacific  |  12 p.m. Mountain  |  1 p.m. Central  |  2 p.m. Eastern
This 90-minute session will examine workflows for automating the creation of descriptive metadata. Presenters will demonstrate tools such as XSLT/XPath/XProc, JavaScript, and Open Refine for generating and refining metadata as well as Google Forms for collecting and identifying descriptive metadata elements.
Learning Objectives:
  • Understand best tools for gathering descriptive metadata content for your library 
  • Ability to implement workflows for metadata in digital files
Presentation Titles & Presenters:
Note: The presentation on Names to Faces: Automated Name Metadata Generation using Picasa, ExifTool, and the VRA Panel Export-Import Tool has been canceled.
Date & Time: Wednesday, June 8 starting at 11 a.m. Pacific  |  12 p.m. Mountain  |  1 p.m. Central  |  2 p.m. Eastern
This 90-minute session will demonstrate two case studies for automating clean-up processes for legacy data. Presenters will demonstrate workflows and use of tools such as MARCEdit, and Open Refine for batch editing large retrospective projects.  
Learning Objectives:
  • Ability to automate the cleanup of legacy metadata
  • Understand tools for metadata refinement and conversion 
Presentation Titles & Presenters:

This virtual preconference is generously sponsored by Springer Nature.

Springer Nature Logo

Learning Outcomes

At the end of this preconference participants will:
  • be able to identify ways to assess the impact and reuse of their metadata and maximize their efforts in the future;
  • gain knowledge of data conversion tools and processes (such as XSLT, OpenRefine, MarcEdit, and others) that can help automate metadata transformation and cleanup at their own institution; and
  • make decisions on workflows to create descriptive metadata with greater efficiency. 

Who Should Attend

Metadata Librarians, Institutional/Digital Repository Librarians, Preservation Librarians, Digital Initiatives Librarians, Data Curation Librarians/Specialists, Special Collections Librarians, Archivists 


Annie Glerum, Head of Complex Cataloging, Florida State University Libraries

Dominique Bortmas, Metadata Librarian, University of South Florida Libraries

Joseph R. Nicholson, Metadata Librarian, University of North Carolina-Charlotte

Marielle Veve, Metadata Librarian, University of North Florida

Maggie Dickson, Metadata Architect, Duke University



All webinars are recorded and the one-time fee includes unlimited access to the webinar recording. All registered attendees will receive the link to the recorded session so if you are unable to attend the webinar at the time it is presented, you will have the opportunity to listen to the recording at your convenience.

A recording of the webinars will be available at no charge six months from the date of the presentation.

How to Register

No registration required.


Technical Services Managers in Academic Libraries IG; Creative Ideas in Technical Services Interest Group


Tech Requirements

Computer with Internet access (high-speed connection is best) and media player software. Headphones recommended.

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For all other questions or comments related to the webinars, contact Julie Reese, ALCTS Events Manager at 1-800-545-2433, ext. 5034 or jreese@ala.org.