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Expanding the Possible: What’s New and Upcoming in Standards and Technologies for Publishing

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Expanding the Possible: What’s New and Upcoming in Standards and Technologies for Publishing
Nettie Lagace, Associate Director of Programs, NISO

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  • 1. Expanding the Possible: What’s New and Upcoming in Standards and Technologies for Publishing Nettie Lagace, NISO (@abugseye) SSP 36th Annual Meeting, Boston May 29, 2014
  • 2. What’s NISO? • Non-profit industry trade association accredited by ANSI with 150+ members • Mission of developing and maintaining standards related to information, documentation, discovery and distribution of published materials and media • Represent US interests to ISO TC46 (Information and Documentation) and also serve as Secretariat for ISO TC46/SC 9 (Identification and Description) • Volunteer driven organization: 400+ spread out across the world
  • 3. Holdings Statements for Bibliographic Items Printed Information on Spines Single-Tier Steel Bracket Library Shelving Data Elements for Binding Library Materials Information Interchange Format (basis for MARC) The U.S. National Z39.50 Profile for Library Applications International Standard Serial Numbering (ISSN) Dublin Core Metadata Element Set Syntax for the Digital Object Identifier The OpenURL Framework for Context-Sensitive Services Ranking of Authentication and Access Methods Available to the Metasearch Environment NISO Metasearch XML Gateway Implementers Guide NISO is the force behind
  • 4. Definitions and Principles Balance: no single interest category constitutes a majority of the membership / voting pool / working group: producer, user, general interest 4 Recommended PracticeStandard Consensus: respond to all comments and make efforts to resolve negative votes, even if proposal is approved Open process: allowing members and the community to have confidence in NISO standards. OA MI
  • 5. Considerations • Value to be gained • Feasibility • Community(ies) affected • Stakeholders (Vested interests) • Participants required/desired • Timeframes 5
  • 6. Typical RP Working Group phases • Project is approved by Topic Committee & NISO Voting Members • Group is assembled • Research/assembly period • Initial RP draft written • Public Review and Comment period • Working Group will address and potentially incorporate Comments • NISO Approval • NISO Publication as a Recommended Practice
  • 7. Today • Presentation and Identification of E-Journals (PIE-J) • Open Discovery Initiative (ODI) • Demand Driven Acquisition (DDA) • Open Access Metadata and Indicators (OAMI)
  • 8. PIE-J RP NOW AVAILABLE! http://www.niso.org/workrooms/piej Full 67 page Recommended Practice includes positive examples of each point listed and additional related Appendix materials.
  • 9. PIE-J Recommended Practice • Developed in order to provide guidance on the presentation of e-journals, • particularly in the areas of title presentation, accurate use of ISSN, and citation practices, • to publishers and platform providers to help end users accurately locate cited material as well as to solve some long-standing concerns of serials librarians
  • 10. PIE-J Highlights The recommended practice guidelines address the following: • Retention of title and citation information under which articles were originally published • Display of title histories, including information relating to title changes and related metadata • Display of correct ISSN for different formats and for changed titles • Retention and display of vital publication information across the history of a journal, • including publisher names; clear numbering and dates; editors, editorial boards, and sponsoring organizations; and frequency of publication • Graphic design and inclusion of information that allows easy access to • all content • Special considerations for retroactive digitization
  • 11. Tri-fold Print Version: Electronic Version: These are both two page brochures focused on the main points in the recommended practice
  • 12. Representative Example • One examples from the Appendix • Clearly indicates the point being illustrated • Links in the caption point to the relevant recommendation(s)
  • 13. The Open Discovery Initiative
  • 14. The context for ODI • Emergence of Library Discovery Services solutions – Based on index of a wide range of content – Commercial and open access – Primary journal literature, ebooks, and more • Adopted by thousands of libraries around the world, and impact millions of users 14
  • 15. General Goals • Define ways for libraries to assess the level of content providers’ participation in discovery services • Help streamline the process by which content providers work with discovery service vendors • Define models for “fair” linking from discovery services to publishers’ content • Determine what usage statistics should be collected for libraries and for content providers 15
  • 16. Subgroups • Technical recommendations for data format and data transfer • Communication of library’s rights/Descriptors regarding level of indexing • Definition of fair linking • Exchange of usage data 16
  • 17. Deliverables • Vocabulary • NISO Recommended Practice – Data format and data transfer – Library rights to specific content – Level of indexing – Fair linking – Usage statistics • Mechanisms to evaluate conformance with recommended practice 17
  • 18. Demand-Driven Acquisition of Monographs
  • 19. Working Group Goals • Develop a flexible model for DDA that works for publishers, vendors, aggregators, and libraries • Model should allow for DDA programs that: – Meet local budget and collection needs – Allow for consortial participation – Support cross-aggregator implementation – Account for how DDA impacts all functional areas of the library
  • 20. Recommendations 1. Establishing Goals 2. Choosing Content to Make Available 3. Choosing DDA Models 4. Profiling 5. Loading records 6. Removing content 7. Assessment 8. Preservation 9. Consortial DDA 10. Public library DDA
  • 21. Open Access Metadata and Indicators
  • 22. Why is This Necessary? Growth of OA + More Funder Mandates + Hybrids = Lots of OA papers with different associated rights and responsibilities = Confusion concerning who can do what when
  • 23. Audience Segments • Readers • Authors • Publishers • Funders • Search engines/discovery services • Academic Libraries
  • 24. Working Group’s Objectives 1. A specified format for bibliographic metadata and possibly, a set of visual signals, describing the readership rights associated with a single scholarly work 2. Recommended mechanisms for publishing and distributing this metadata 3. A report on the feasibility of including clear information on downstream re-use rights within the current project and, if judged feasible, inclusion of these elements in outputs 1 and 2 4. A report stating how the adoption of these outputs would answer (or not) specific use cases to be developed by the Working Group
  • 25. “open access” politically fraught • Won’t use this label Factual information: – Is a specified work free to read – can it be accessed by anyone who has access to the Web? – What re-use rights are granted to this reader? • Minimal set of metadata needed • Decided not to create/recommend a logo
  • 26. <free_to_read> Tag • Indicates content can be read or viewed by any user without payment or authentication • Simple attribute of “yes” or “no” • Optional start and end dates to accommodate embargoes, special offers, etc. <free_to_read="no" start_date="2014-02-3” end_date=”2015-02-03"/> <free_to_read="yes" start_date="2015-02-3”/>
  • 27. • Content of this tag would include a stable identifier expressed as an HTTP URI • URI would point to license terms that are human and/or machine readable • Multiple URIs can be listed if article exists under specific license for certain period of time and then changes <license_ref start_date="2014-02- 03">http://www.psychoceramics.org/license_v1.html</li cense_ref> <license_ref start_date="2015-02- 03">http://www.psychoceramics.org/open_license.html</ license_ref> <license_ref> Tag
  • 28. Distributing Metadata • Who? Publishers, aggregators, content providers • Include the metadata in all standard metadata sets – Intended that this population/distribution will become part of standard editorial and production workflows • Could also include in alerts such as e-TOCs and RSS feeds and A&I feeds
  • 29. Get involved! • Subscribe to NISO Newsline Send an e-mail to newsline-subscribe@list.niso.org - put “Subscribe Newsline” in the subject line. – see announcements of new efforts – read Working Group Connection • Volunteer for Working Groups & Committees; Education Committee • NISO Website • NISO Webinars, in-person Forums, & Open Teleconferences – every month! • Standards Updates @ industry conferences 30
  • 30. Thank you! Questions?