May 23, 2022

Report and Annotated Bibliography: “Transitioning to the Next Generation of Metadata”

A new report and annotated bibliography by Karen Smith-Yoshimura at OCLC Research.

From the Description:

Transitioning to the Next Generation of Metadata synthesizes six years (2015-2020) of OCLC Research Library Partners Metadata Managers Focus Group discussions and what they may foretell for the “next generation of metadata.” The firm belief that metadata underlies all discovery regardless of format, now and in the future, permeates all Focus Group discussions.

Yet metadata is changing. Innovations in librarianship are exerting pressure on metadata management practices to evolve as librarians are required to provide metadata for far more resources of various types and to collaborate on institutional or multi-institutional projects with fewer staff.

This report considers:

  • Why is metadata changing?
  • How is the creation process changing?
  • How is the metadata itself changing?
  • What impact will these changes have on future staffing requirements, and how can libraries prepare?

This report proposes that transitioning to the next generation of metadata is an evolving process, intertwined with changing standards, infrastructures, and tools. Together, Focus Group members came to a common understanding of the challenges, shared possible approaches to address them, and inoculated these ideas into other communities that they interact with.

Direct to Full Text Report
56 pages; PDF.

Annotated Bibliography

This annotated bibliography provides details on blog posts from Hanging Together: The OCLC Research Blog referenced in the Transitioning to the Next Generation of Metadata report.

Direct to Annotated Bibliography
14 pages; PDF.

About Gary Price

Gary Price ( is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area. Before launching INFOdocket, Price and Shirl Kennedy were the founders and senior editors at ResourceShelf and DocuTicker for 10 years. From 2006-2009 he was Director of Online Information Services at, and is currently a contributing editor at Search Engine Land.