BEA 2017 Case studies in ebook metadata
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Transcript of BEA 2017 Case studies in ebook metadata
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Case Studies in eBook Metadata BEA 2017
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SpeakersPat Payton, Senior Manager Provider Relations
Margaret Harrison, Director, Product Metadata
Allyson Groves, Manager, Publisher Operations
Alexis Petric-Black, Manager, Publisher Account Services
Ralph D. Coviello, Engagement Manager
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Metadata IRLExclusive research & case studies to help you prioritize
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Ebook Metadata: What Matters?
Thema
BISAC subject codes
product form code
product form detail
language reading level age range series
keywords
price effective date
illustrator
country of origin
contributor
contributor biographyterritory restrictions
related product
grade level
prize type
edition number
titleISNI
features
on-sale date
collections
ISBN
description
BIC subject codes
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Discovery: What Matters?
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Ingram Metadata Survey
Exclusive BEA Preview
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US metadata survey complete
Audience: booksellers, print & ebook
Focus on discoverability
Full results to be published in Metadata Essentials book, Aug. 2017
Survey sent to 650+ booksellers
Exclusive BEA Preview: Ingram Metadata Survey
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Ingram Metadata Survey: Key Findings
Platform Index
Contributor 100
Description 96
Series name & number 85
Subject code 81
Age range 79
Related product 69
Product form 68
Keywords 35
TO
P A
TT
RIB
UT
ES
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Ingram Metadata Survey: Key Findings
A B C D E
Description Yes Yes Yes Yes Yes
Series name Yes Yes Yes Yes Yes
Series number Yes Yes Yes Yes Yes
Subject code Yes Yes Yes Yes Yes
Age range Yes Yes Yes No Yes
HTML markup Yes Yes Yes Yes Yes
Related product Yes Yes Yes Yes Yes
Territory rights Yes Yes Yes Yes Yes
Product form Yes Yes Yes No Yes
Audience code Yes Yes Yes No Yes
Product form detail Yes Yes Yes No Yes
Contributor bio Yes Yes No No Yes
Keywords Yes No No No No
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CoreSourceMetadata Essentials
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Metadata Essentials – Best in Class
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Metadata Essentials: Keyword-Rich Descriptions
Keywords: words & phrases customers use to find your book
Choose 3-5 keywords to use throughout your marketing
Keywords for
________
Characters
Themes
Story type or
style
Audience notes
Awards
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Book Discovery: Keyword Selection
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Book Discovery: Keywords for Umami
Umami
Translations
Debut author
Coming of age novel
Mexican fiction
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Book Discovery: Keyword Selection
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Book Discovery: Keywords for The Wayfinders
The Wayfinders
CBC Massey Lectures
Anthropology
Ancient wisdom
Cultural diversity
Samuel Johnson
Prize
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Keywords & Metadata
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Descriptions
• Begin with a 25-50 word headline, bolded & followed by a break
• Weave in your keywords
• At least 150-200 words
• Use HTML markup, especially to create paragraph breaks andbold & italic fonts
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Descriptions
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Descriptions
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Descriptions
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Metadata Essentials: Series
• Do use consistent series name and numbering convention
• Don’t put the series name or number in your title
• Do include the series name in your description and author bio
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Series
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Metadata Essentials: Genre
• Consider your audience
• Doesn’t have to be 100% accurate – but fulfill on your promise to retain customers
• Be specific!
• Choose 2-4, but focus on your primary subject
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Genre: Be Specific
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Genre: Be Specific
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Genre: Be Specific
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Genre & Age Range
• Genre and age range should work together
• Juvenile: 0-11
• YA: 12-17
• Adult/general trade: 18+
• Avoid spanning multiple audiences
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Metadata Essentials: Format
Select a primary product form AND details
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Metadata Essentials: Related Product
Lucky numbers 13 and 27: codes to link print & digital formats
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Finally
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Metadata Essentials
http://ingramcontent.com/ingramdataservices
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Allyson GrovesManager, Publisher Operations
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It’s All About the Customers
Customers come to Kobo a number of ways:● email marketing & recommendations● promotions● search results● browsing● publishers linking to Kobo
Metadata is the driving force behind:● recommendations● end-of-book experiences● themed lists and promotions● next-in-series prompts● automation
It all starts with good metadata….
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1. Know your Rights & Prices
2. Know your Markets
3. Be Complete and Consistent
4. Update!
5.Use ONIX
Five Easy Steps to Optimize Your eBook Metadata
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1. Know Your Rights
Kobo sells books in 190 countries and with 30+ retail partners
Without proper territorial rights metadata, you’re losing sales● Know who is selling your titles & where! ● Be mindful of duplication
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Be Careful: Don’t Limit Yourself!
<SalesRights><SalesRightsType>02</SalesRightsType>
<RightsTerritory>WORLD</RightsTerritory></SalesRights>
<Price><PriceTypeCode>41</PriceTypeCode><PriceAmount>6.99</PriceAmount><CurrencyCode>USD</CurrencyCode><Territory>US</Territory>
</Price>
Send Specific PricesA single title can have many rights, but are you sending enough prices?
● especially important for publishers with agency agreements● Don’t forget about price types!
This title will only be available in the US
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2. Know Your Markets
Currency Conversion ● Exchange rates fluctuate● Exchange can vary from retailer to retailer● How will the retailer know which price to convert
from?● Converted prices look weird to customers● You may end up over or under charging
Each geo has different price thresholds● Send as many specific prices as possible● Especially important in large markets
<SalesRights><SalesRightsType>02</SalesRightsType>
<RightsTerritory>US CA GB AU NZ</RightsTerritory></SalesRights>
<Price><PriceTypeCode>01</PriceTypeCode><PriceAmount>6.99</PriceAmount><CurrencyCode>USD</CurrencyCode><Territory>US CA</Territory>
</Price>
<Price><PriceTypeCode>02</PriceTypeCode><PriceAmount>3.99</PriceAmount><CurrencyCode>GBP</CurrencyCode><Territory>GB AU NZ</Territory>
</Price>
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International Pricing
USD AUD
CAD NZD
Conversion from USD: $19.08
Conversion from USD: $18.86
Conversion from USD: $20.34
Conversion from CAD: $7.32
Conversion from CAD: $10.64
Conversion from CAD: $9.87
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3. Send all your data!
Series Information is incredibly valuable! ● One of our biggest sales drivers● One of the things customers notice the most when
it’s done poorly
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Valuable & Often Overlooked
Related Product• Kobo might not be able to use it, but many of our partners rely on it
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Valuable & Often Overlooked
Age RangesCategorization codes
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It’s not just about “enhancements” - consistency with regular data is important too!
George R.R. MartinGeorge RR MartinG.R.R. MartinGRR MartinGeorge Raymond Richard MartinGeorge Martin
Consistency is Key
All the same man!
Data should be machine readable
● Everything is parsed by automated systems
● If it isn’t easily sortable in excel, it isn’t good metadata
● Nothing should be invisible
● If you want the customer to find it, make sure the customer can see it
A Rule of Thumb:
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4. Update! Update! Update!
Metadata is not static.
You should update it often to reflect market fluctuations or respond to topical or social changes:● Book nominated for an award?● Suddenly relevant?● Becoming a movie or TV series?
You can also experiment:● Try different category codes● Test out pricing strategy● Schedule price drops● Flash sales● SEO
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5. Use Onix!
Onix is created specifically for book metadata and is the most reliable and thorough method!● Multiple prices in multiple currencies, for multiple territories● Price effective dates!● One feed can be sent to multiple retailers● Consistent across entire industry● Automated and bulk updates● Scalable, adaptable● Less manual intervention
Onix 3.0 has specific enhancements for ebook and global retail. You should be using it!● Specifically addresses challenges of global distribution● Tags specifically for eBooks (DRM, epub usage, master brand, etc.)● Block updates● The only version still supported!
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1. Know your Rights & Prices
2. Know your Markets
3. Be Complete and Consistent
4. Update!
5.Use ONIX
To Summarize
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SMART!BEA Workshop: Case studies in ebook metadata
June 1, 2017
© OverDrive, Inc. All Rights Reserved. 49
Alexis Petric-BlackManager, Publisher Account ServicesOverDrive, Inc.
BEA Workshop: Case studies in ebook metadata - Jun 1, 2017
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smart systems rely on SMART data
Structured
Meaningful
Accurate
Rigorous
Timely
© OverDrive, Inc. All Rights Reserved. BEA Workshop: Case studies in ebook metadata - Jun 1, 2017 50
How would a reader try to find this book?
How does the metadata facilitate discovery?
Is the metadata “enough” to spur action?
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I heard about this book on biology, it was on The Daily Show… What was it? Mind Your Manners? Hmmm…
SMART metadata allows a reader to:
Search on a keyword Sort the results by
publication date Quickly scan the
description for key information
Make a “this is the book” decision
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Oooh, I’ve been meaning to read that new James Patterson…
James Patterson has written over 200 books and releases multiple best sellers each year, for kids and adults.
Machines can list every one but they can’t know the book stuck in the reader’s mind… SMART metadata helps readers quickly make decisions.
Yes! That’s it! I think…?
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Where did I leave off the Women’s Murder Club?
James Patterson in his Women’s Murder Club series makes it easy (smart author!).
SMART metadata makes it easy when the author makes it hard.
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Structured: Is the author’s name formatted the same across all instances in your catalog?
Meaningful: Is Series data included? What about reading order?
Accurate: Is the publication date correct? What about the BISAC(s)?
Rigorous: Has the metadata record undergone thorough review? When? Next review?
Timely: Does the metadata include/exclude contemporary info?
© OverDrive, Inc. All Rights Reserved. BEA Workshop: Case studies in ebook metadata - Jun 1, 2017 54P
ho
ne
Tablet
Co
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uter
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SMART Metadata for All!
While ONiX and its standards can make SMART metadata easier it’s not the only way - Excel based metadata transmission can be just as robust!
In either case SMART metadata is people powered from system design to data entry and management.
Children’s titles need SMART metadata too!
Include age group, reading level, page count, and descriptive copy for parents and kids.
But what about the children?
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SMART metadata drives sales!
© OverDrive, Inc. All Rights Reserved. BEA Workshop: Case studies in ebook metadata - Jun 1, 2017 56
EXTRA! EXTRA! Due to limited supply many books are not available for immediate checkout .
SMART metadata allows readers to find the book they want, locate similar reads, and find what to read next!
Sales happen when readers can find the right book quickly and with ease.
Metadata professionals are part of the sales team.
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Case Studies in Ebook MetadataJune 1, 2017
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Agenda Overview
• Customer Impact
• Sales Impact
• Revenue Impact
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Customer Impact
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Collections
• Academic Complete™ is a collection of scholarly ebooks from leading
publishers with coverage in all academic disciplines.
• College Complete™ is a collection trusted by community, technical and
vocational colleges around the world.
• Schools and Educators Complete™ meets diverse needs of K-12
students and aligns with national, state and provincial curriculum
standards.
• Public Library Complete™ helps libraries augment nonfiction collections
to meet needs of students, professionals and other information seekers.
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Collections Title Example
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Professor Assigns Collections Title for Class
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Publisher Removal Request To Collections Title
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DDA Explained
• Demand Driven Acquisition, AKA PDA
• Integrate user involvement in the process of building library collections
– Patrons or students participate in building a library collection
• Provides the ability to offer access through the use of profiles
– Library determines inclusion and exclusion criteria such as such as
subject, publisher, publication date, author, pricing, etc.
– Can be adjusted at any time
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DDA Profiles
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Subjects
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Publisher and Imprint Variations
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Pricing
Multiple
business
model/price
options
Single business
model/price
options
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Sales Impact
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Incomplete ISBN Cross References
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File Submissions Not Matching Guidelines
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Revenue Impact
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STL Explained
• Short Term Loans
• Provide a cost-effective way to offer users access to a wide range of titles for
short periods of time
• Often combined with DDA
• Flexible
– Libraries to choose the number and duration based on parameters of their
choice
– Examples: ebook price, publication date, and subject
– Can be mediated or unmediated
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Removals
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Sales Rights Publishing</PublisherName><SalesRights><Sales
RightsType>01</SalesRightsType><RightsCountry
>US CA</RightsCountry></SalesRights>
Publishing</PublisherName><SalesRights><SalesRightsType>01</SalesRightsType><RightsCountry>AE AF AL
AM AN AO AQ AT AU BA BD BE BG BH BN BO BW BY CF CH CK CN CX CY CZ DE DK DZ EG EH ES ET FI FJ
FK FR GB GI GL GM GN GR HK HR HU ID IE IL IN IO IQ IR IS IT JO JP KE KP KR KW LA LB LI LK LT LU LV LY
MC MN MO MY MZ NC NF NG NL NO NP NR NZ PF PG PH PK PL RO RS RU RW SA SE SG SI SK SL SO SY
SZ TC TF TH TN TO TR TW UA UG VA VG VN WS YE ZA ZM ZW</RightsCountry></SalesRights>
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Conflicting Sales Rights
Scenario 1– Contract indicates North America only
– ONIX metadata indicates worldwide rights
Scenario 2– Two parties send single title with worldwide
rights/overlapping market rights
Scenario 3– Publisher signs with aggregator to deliver content
without notifying us on disposition of existing titles
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Publisher Takeaways
• Title availability affects library customers differently than retail customers
• Participating in a broad range of business models provides more
opportunities for revenue
• Consistency in metadata (subjects, imprints, authors) offers the broadest
discoverability
• Validating files and ensuring metadata is complete will safeguard your speed
to market
• Your metadata is part of a larger metadata universe often for the exact same
ISBN
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Resources
• Learn more about ProQuest Ebook Central
• ProQuest Ebook Central Preview
• ProQuest Ebook Central Submission Guidelines for Content Providers