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Descriptive Metadata

Code: CINF039     Acronym: MD

Classification Keyword
OFICIAL Information Science

Instance: 2021/2022 - 1S Ícone do Moodle

Active? Yes
Responsible unit: Department of Communication and Information Sciences
Course/CS Responsible: Bachelor of Arts in Information Science

Cycles of Study/Courses

Acronym No. of Students Study Plan Curricular Years Credits UCN Credits ECTS Contact hours Total Time
CINF 41 CINF - Study Plan 2 - 6 56 162

Teaching Staff - Responsibilities

Teacher Responsibility
Maria Elisa Ramos Morais Cerveira

Teaching - Hours

Theoretical classes: 2,00
Practical classes: 2,00
Type Teacher Classes Hour
Theoretical classes Totals 1 2,00
Maria Elisa Ramos Morais Cerveira 2,00
Practical classes Totals 2 4,00
Maria Elisa Ramos Morais Cerveira 4,00

Teaching language

Suitable for English-speaking students


This course teaches students the principles and techniques of information representation and will help them to demonstrate the ability and competence in applying techniques, standards and other instruments for organizing and representing information and database construction. Students should also understand the fundamental role of technology in sharing information stored in databases.

Learning outcomes and competences

 Understand the theoretical and methodological principles for the organization and representation of information.

Understand the structure of information retrieval tools.

Acquire the ability to use and apply standards of bibliographic and archival description.

Understand the structure of the metadata schemes commonly used in libraries and archives and know how to use them.

Working method


Pre-requirements (prior knowledge) and co-requirements (common knowledge)

Not applicable


1. Organizing and representing information: contextualization in both technical and morphological poles of the “quadripolar” method.

2. Information retriever tools: concepts, types and characteristics.

3. Metadata: characteristics, types and purpose.

   3.1 Principles and application of metadata for networked information-resource organization, representation, retrieval, and interoperability.

   3.2 Metadata models, schemes and standards.

4. Principles and standards of descriptive cataloguing.

   4.1 Standards for bibliographic description: ISBD (Consolidated).

      4.1.1 Outline of the ISBD (consolidated), punctuation data elements sets.

   4.2 Standards for archival description: ISAD(G).

      4.2.1 Outline of the ISAD(G), punctuation data elements sets.

    4.3 ICOM  ( International Council of Museums) standards and Guidelines.

      4.3.1 International Guidelines for Museum Object Information: The CIDOC Information Categories.

5. Use of automated systems.

   5.1. Bibliographic management systems in Unimarc format.

   5.2. Bibliographic references management systems.

   5.3. Archival description systems.

Mandatory literature

Anglo-American cataloguing rules. 2nd ed.,2002 rev., American Library Association, 2004. ISBN: 978-0-8389-3546-0
CONSELHO INTERNACIONAL DE ARQUIVOS ; ISAD(G) : norma geral internacional de descrição arquivística: adoptada pelo Comité de Normas de Descrição, Estocolmo, Suécia, 19-22 de Setembro de 1999 , IAN/TT, 2004. ISBN: 972-8107-69-2
CONSELHO INTERNACIONAL DE ARQUIVOS. Comité das Normas de Descrição. Sub-Comité sobre os Instrumentos de Descrição; Orientações para a preparação e apresentação de instrumentos de descrição : relatório do Sub-Comité sobre os Instrumentos de Descrição. Tradução portuguesa, 2001
DIRECÇÃO GERAL DE ARQUIVOS. Programa de Normalização da Descrição em Arquivo. Grupo de Trabalho de Normalização da Descrição em Arquivo; Orientações para a descrição arquivística, DGARQ, 2007. ISBN: 978-972-8107-91-8
Gonçalves, Maria da Conceição Osório Dias 730; Princípios para a aplicação das ISBDs à descrição das partes componentes
IFLA. Study Group on the Functional Requirements for Bibliographic Records ; Functional Requirements for Bibliographic Records : final report, Saur, 1998. ISBN: 978-3-598-11382-6.
IFLA. Cataloguing Section ; Statement of International Cataloguing Principles. Draft version, IFLA, 2008
INTERNATIONAL COUNCIL OF MUSEUMS. International Committee for Documentation ; International Guidelines for Museum Object Information: The CIDOC Information Categories, CIDOC, 1995
INTERNATIONAL COUNCIL OF MUSEUMS. International Committee for Documentation ; Definition of the CIDOC Conceptual Reference Model, CIDOC, 2010
Oliver, Chris; Introducing RDA : a guide to the basics , Facet Publishing, 2010. ISBN: 978-1-85604-732-6
RIBEIRO, Fernanda ; O Acesso à informação nos arquivos, Fundação Calouste Gulbenkian; Fundação para a Ciência e a Tecnologia, Ministério da Ciência e do Ensino Superior, 2002. ISBN: ISBN 972-31-1017-2
Seth van Hooland; Linked data for libraries, archives and museums. ISBN: 978-1-85604-964-1
Steve Krug; Don.t make me think!. ISBN: 0-321-34475-8
Sottomayor, José Carlos 340; Regras de catalogação. ISBN: 978-972-9067-38-9
Taylor, Arlene G.; Daniel N. Joudrey; The organization of information, Pearson Education, 2016. ISBN: 1-56308-498-8
Weber, Mary Beth; Describing electronic, digital, and other media using AACR2 and RDA. ISBN: 978-1-85604-684-8
Welsh, Anne; Batley, Sue; Practical cataloguing : AACR, RDA and MARC21, Facet Publishing, 2012. ISBN: 978-1-85604-695-4

Teaching methods and learning activities

Lessons will be both practical and theoretical, with emphasis on student involvement, and will consist of lecture, discussion and some in-class exercises of bibliographic description of all sorts of documents, using the international standards and software applications.


EndNote X7


Humanities > Information science > Library science
Humanities > Information science > Archivistics

Evaluation Type

Distributed evaluation with final exam

Assessment Components

Designation Weight (%)
Exame 60,00
Teste 20,00
Trabalho escrito 20,00
Total: 100,00

Amount of time allocated to each course unit

Designation Time (hours)
Estudo autónomo 46,00
Frequência das aulas 56,00
Trabalho escrito 60,00
Total: 162,00

Eligibility for exams

The attendance at 75% of the classes is required, except as required by regulation.

Calculation formula of final grade

The final evaluation will combine a test (20%) an assignment (20%) and a final exam (60%).

Examinations or Special Assignments

Not applicable

Internship work/project

Not applicable

Special assessment (TE, DA, ...)

Working students are not release of attending all components of evaluation.

Classification improvement

Classification improvement can be obtained by repeating the final exam.
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