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  1. Tools for the evaluation and decision-making process
    1. Google Docs and Sheets 
    2. Trello, GitHub ProjectsGitHub pages
    3. Islandora Metadata Interest Group Documentation
    4. Protege
    5. Desktop notepad application (e.g. Notepad++)
  2. Tools to perform the remediation work
    1. Google Docs and Sheets
    2. Microsoft Excel
    3. OpenRefine

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For an example of a metadata remediation process, including links to historical documents and spreadsheets, please see the Whitman College case study (link to Appendix - Metadata remediation and the MODS to RDF mapping process at Whitman College).


Information Management

A lot of documentation will be generated during the remediation process, so a good information management strategy is important. We recommend establishing a shared location for all documentation (e.g. Google Drive) along with a clear structure based on your needs. This may include folders for each collection along with field-specific documentation and a record of all decisions that were made.

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The following templates have been adapted from the Whitman College metadata remediation project. For more information on their process and examples of specific spreadsheets and documents they used please see the case study (link to Appendix - Metadata remediation and the MODS to RDF mapping process at Whitman College).

  1. IMI_template_use: This document can be copied and associated with each field or cluster of related fields to be remediated. It allows field usage to be compared across collections.
  2. IMI_template card: This document can be copied and associated with each field or cluster of related fields to be remediated. This document can be copied and associated with each field or cluster of related fields to be remediated. After evaluating a field, this document can be used to describe what it should look like moving forward.
  3. Repository Fields Template: This spreadsheet keeps track of which fields are used in which collection. If no collection uses a field, that field may be a candidate to be removed upon discussion. 
  4. Field Maintenance Template: This spreadsheet can be used to track required maintenance for fields.
  5. Field Card Information Template: This spreadsheet can be used to document decisions that were made for future reference.

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