Contact Us | Members Only | Site Map

Association of Research Libraries (ARL®)

  Statistics & Assessment Contact:
Martha Kyrillidou

METS Workshop: The Basics and Beyond

Share Share   Print

Workshop Description

The Association of Research Libraries (ARL) Statistics and Assessment Program and the Digital Library Federation, a program of the Council on Library and Information Resources, offers a five-day METS Workshop: The Basics and Beyond to be held with Nancy J. Hoebelheinrich of the METS Editorial Board. This workshop is aimed at people who work in digital and physical libraries and would like to gain knowledge and skills for organizing the many and disparate component parts of individual digital resources.

The Metadata Encoding and Transmission Standard (METS) is a data-encoding and transmission specification, expressed in XML, that provides a means for conveying the structural, descriptive, and administrative metadata necessary for both the management of digital objects within a repository and the exchange of such objects between repositories (or between repositories and their users). This common digital-object format was designed to facilitate both the exchange of digital materials among institutions and vendors and the shared development of supporting tools. METS is currently used by libraries and cultural heritage institutions worldwide including the Library of Congress, the British Library, the German National Library, the Ministry of Culture Spain, the National Diet Library Japan, the National Library of Finland, Bibliothèque nationale de France, the National Library of Portugal, the National Library of Wales, the Getty Research Institute, and numerous research libraries and archives across the globe.

Although continuous, this hands-on workshop consists of three modules, any of which may be taken independently.

  • Module 1: An Overview of METS—offers a thorough introduction to METS including an overview of all of its high level features. (Duration: 1 day).
  • Module 2: Encoding various content types in METS: Strategies and tools—delves deeply into the heart of METS: the flexible mechanisms it provides for encoding, organizing and representing digital content of various kinds and for different purposes. It also looks at tools that can facilitate the implementation of METS and how their use may affect encoding decisions. (Duration: 2 days).
  • Module 3: Strategies for implementing METS in a production environment—explores strategies for implementing METS in a production environment, and provides participants with the opportunity to strategize about the implementation of METS within their own environments. Several in-depth case studies from institutions using METS in production environments will be presented. (Duration: 1.5 days).

Workshop Instructor

Nancy J. Hoebelheinrich, Metadata Specialist/Digital Library Consultant

Nancy J. Hoebelheinrich is a digital library consultant specializing in metadata and content management for Knowledge Motifs LLC. She is currently working on projects with the Library of Congress, the Federation of Earth Science Information Partners, and the San Francisco Estuary Institute. She worked as metadata coordinator for Stanford University Libraries/Academic Information Resources for 10 years, focusing upon digitization, preservation, and retrieval of cultural heritage resources, government documents, geospatial, and teaching and learning resources. Nancy has been active in a number of information and educational technology specification efforts, including those of PREMIS (for preservation metadata), IMS Global specifications related to packaging, repository and resource list interoperability, digital rights expression and management, and the IEEE Learning Technology Standards Committee's RAMLET project. She has been a member of the METS Editorial Board since 2002 and has served as its administrative co-chair since 2005. In this capacity she co-authored the METS Primer and Reference Manual.

Who Should Attend

The first module assumes a basic familiarity with XML, but no prior experience with METS. The second module assumes a basic familiarity with XML and a familiarity with the main features of METS. For the third module, knowledge of XML is not required for this module, but would be very useful; participants should have at least a basic understanding of METS, such as could be acquired through module 1 of this workshop. All modules are suitable for both programming and non-programming librarians, for digital library managers and for technical staff.


Nancy J. Hoebelheinrich

The data and location of the next offering are TBA. The workshop runs from 9:00 a.m. to 5:00 p.m. Monday through Thursday and 9:00 a.m. to 1:00 p.m. on Friday with breaks in the morning and afternoon and for lunch.


The participation fee depends on how many of the modules you wish to attend. There are six different options: you may register for any one of the three modules or any one of three combinations of the modules. Please choose only one:

  • Option A: Module 1—$300 (June 27) "An Overview of METS"
  • Option B: Module 2—$600 (June 28–29) "Encoding various content types in METS: Strategies and tools"
  • Option C: Module 3—$600 (June 30–July 1) "Strategies for implementing METS in a production environment"
  • Option D: Module 1 & 2—$750
  • Option E: Module 2 & 3—$1,050
  • Option F: All Modules—$1,275

Beverages, coffee, and snacks provided for morning and afternoon breaks. Lunches will be on your own.


Registration is not open.

Contact Information

David Green
Library Relations Coordinator
Association of Research Libraries
Statistics and Assessment Program
21 Dupont Circle, NW, Suite 800
Washington DC 20036-1543
202-296-2296 x136

Cancellation Policy

ARL reserves the right to cancel any event. An e-mail announcement will be sent to registrants in the event of a cancellation. Registrants will receive a full refund.

Participant Cancellations: Written requests for cancellation will be honored up to a month prior to the start of the event, with a $150 cancellation fee. After that date, no refund will be given. Registration and payment may be transferred to another individual at your institution. If you wish to cancel or transfer, please send an e-mail with your request to Yolanda Glass at