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Todd Carpenter presentation of NISO Open Discovery Initiative at NFAIS Seminar


Todd Carpenter presentation of NISO Open Discovery Initiative at NFAIS Seminar in Philadelphia, PA on June 20, 2014.

Todd Carpenter presentation of NISO Open Discovery Initiative at NFAIS Seminar in Philadelphia, PA on June 20, 2014.

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  • 1. You  Can’t  Browse  The  Stacks     In  A  Digital  Library     An  Report  on  the     NISO  Open  Discovery  IniBaBve     Todd Carpenter   Executive Director, NISO June 20, 2014
  • 2. The  Future  of  Library  Discovery  in  20  minutes   A  bit  on  NISO     A  short  history  on  discovery  systems  &  standards   NISO  Open  Discovery  Ini9a9ve    Summary  of  recommenda9ons   The  future  of  discovery   June 20, 2014 2
  • 3. ➢ Non-­‐profit  industry  trade  associa9on  accredited     by  ANSI   ➢ Mission  of  developing  and  maintaining  technical   standards  related  to  informa9on,  documenta9on,   discovery  and  distribu9on  of  published  materials  and   media   ➢ Volunteer  driven  organiza9on:  400+  contributors   spread  out  across  the  world   ➢ Responsible  (directly  and  indirectly)  for  standards  like   ISSN,  DOI,  Dublin  Core  metadata,  DAISY  digital  talking   books,  OpenURL,  MARC  records,  and  ISBN   About     June 20, 2014 3
  • 4. June 20, 2014 38% Publishers/Publishing Organizations 27% Libraries/Library Organizations 123 LSA Members (non-voting) 35% Library Systems Suppliers, Publishing Vendors & Intermediaries ISO ANSI Other SDOs National Information Standards Organization (NISO) 4
  • 5. 5 Standards  are  familiar,  even  if  you  don’t  noBce   Image: DanTaylor Image: Joel Washing June 20, 2014
  • 6. 6 June 20, 2014 Short  History  of  Library  Discovery  
  • 7. Photo: Minneapolis College of Art and Design Library June 20, 2014 7
  • 8. Photo: OSU Thompson Library Stacks” by Kristin Six June 20, 2014 8
  • 9. 9 June 20, 2014 Short  History  of  Library  Discovery  
  • 10. The  Context  for  Open  Discovery     •  Emergence  of  Library  Discovery  Services  solu9ons     – Based  on  index  of  a  wide  range  of  content   – Commercial  and  open  access  content   – Primary  journal  literature,  ebooks,  as  well  as  more  general  web  content   •  Adopted  by  thousands  of  libraries  around  the  world,   and  impact  millions  of  users   •  Research  poin9ng  to  increased  library  usage  when   discovery  systems  are  implemented   10June 20, 2014
  • 11. The  Context  for  Open  Discovery     It’s  all  great  except  for  ….   lack  of  clarity  about  how  index  discovery  providers          and  content  providers  should  interact   data  exchange  and  copyright  concerns   concerns  about  ranking  algorithms   concerns  about  bias  of  various  sources  in  results   11 June 20, 2014
  • 12. ODI  -­‐  Open  Discovery  IniBaBve      
  • 13. Balance  of  ConsBtuents   Libraries   Service  Providers   13 Marshall Breeding, Independent Consultant Jamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard University Ken Varnum, University of Michigan Sara Brownmiller, University of Oregon Lucy Harrison, Florida Virtual Campus (D2D liaison/observer) Michele Newberry, Independent Publishers   Lettie Conrad, SAGE Publications Jeff Lang, Thomson Reuters Linda Beebe, American Psychological Assoc Aaron Wood, Alexander Street Press Roger Schonfeld, JSTOR, Ithaka Jenny Walker, Independent Consultant John Law, Proquest Michael Gorrell, EBSCO Information Services David Lindahl, University of Rochester (XC) Jeff Penka, OCLC (D2D liaison/observer) June 20, 2014
  • 14. Subgroups   •  Technical  recommenda9ons  for  data  format   and  data  transfer   •  Communica9on  of  library’s  rights/descriptors   regarding  level  of  indexing   •  Defini9on  of  fair  linking   •  Exchange  of  usage  data   14June 20, 2014
  • 15. Out  of  Scope   •  ODI  does  not  address  issues  related  to   performance  or  features  of  the  discovery  services   •  Inherently  business  and  design  decisions  guided   by  compe99ve  market  forces.  Including:   User  Interface   Relevancy  Ranking   APIs  exposed  by  discovery  services   Fair  Linking     Protocols  for  data  exchange   15
  • 16. Deliverables   •  Vocabulary   •  NISO  Recommended  Prac9ce  for  Content  Providers:   – Metadata  elements  provide  to  Discovery  Services   – Metadata  Elements  provided  to  Libraries   – Disclosure   – Technical  Formats   •  NISO  Recommended  Prac9ce  for  Discovery  Service  Providers:   – Discovery  Service  Content  Lis9ng   – Linking   – File  Formats  and  Methods  of  Transfer   – Usage  sta9s9cs   •  Educa9on  &  Adop9on   •  Conformance  Checklists   16June 20, 2014
  • 17. ODI  Metadata  from  content  providers  to  library  
  • 18. ODI  Metadata  to  discovery  providers  
  • 19. ODI  Metadata  from  DSP  to  Library  
  • 20. Disclosure   Annual  repor9ng  requirements:   •  Discovery  service  providers  should  offer  an   affirma9ve  statement  of  the  neutrality  of  their   algorithms     •  Discovery  service  providers  should  explain  business   connec9ons  with  content  providers     Licenses  or  contracts  should  not  include  non-­‐  disclosure   agreements  and  similar  arrangements  in  order  to  enable   transparency  regarding  any  possible  bias   20
  • 21. Recommended  Metrics   •  Recommended  Metrics  Provided  to  Content  Providers   Total  number  of  searches   Result  clicks   Total  number  of  click-­‐throughs     •  Recommended  Metrics  Provided  to  Libraries   Total  number  of  searches  per  month   Total  number  of  unique  visitors  per  month   Total  number  of  click-­‐throughs  per  month   Top  500  search  queries  for  the  last  period   Top  100  referring  URLs  to  the  discovery  service  for  the  last   period     21
  • 22. Recommended  Next  Steps   •  Applica9on  Programming  Interfaces  (APIs)   •  Managing  “Restricted”  Content  in  Discovery   Services   •  Aggrega9on  of  Repor9ng  (Content/Collec9on)   •  On-­‐Demand  Lookup  by  Patrons   •  Research  and  Analysi  of  Fair/Unbiased  Linking   •  Con9nued  COUNTER  developments   22
  • 23. How  things  have  progressed   •  30-­‐day  public  comment  period  October  18-­‐ November  18,  2013   •  Working  Group  evalua9on  of  comments,  edits   to  RP,  responses   •  Working  Group  approval   •  Discovery  to  Delivery  Topic  CommiQee   approval  approval  (pending)   •  NISO  PublicaBon  (pending)   23June 20, 2014
  • 24. The  Future  of  Discovery  
  • 25. Discovery  of  Non-­‐Textual  Content  
  • 26. New  Forms  of  Science  Communica9on   Image: Domenico, Caron, Davis, et al.
  • 27. Linked  Open  Data  
  • 28. Altmetrics  for  discovery  
  • 29. Coming  this  Fall!     The  Future  of  Library  Discovery  Systems   NISO  White  Paper   by  Marshall  Breeding  
  • 30. Other  related  acBviBes   •  NFAIS  Recommended  Prac9ces:  Discovery  Services   info.nfais.org/info/Recommended_Prac9ces_Final_Aug_2013.pdf   •  Digital  Library  Federa9on  ILS  Discovery  Interface  Task   Group  (ILS-­‐DI)  old.diglib.org/architectures/ilsdi/       •    JISC  Discovery  Programme     discovery.ac.uk/     •  KBART–Knowledge  Base  And  Related  Tools   www.niso.org/workrooms/kbart     •  Music  Discovery  Requirements   commikees.musiclibraryassoc.org/ETSC/MDR     30
  • 31. We  all  want  our  own   June 20, 2014 31
  • 32. Questions? Todd Carpenter Executive Director tcarpenter@niso.org @TAC_NISO National Information Standards Organization (NISO)   3600 Clipper Mill Road, Suite 302 Baltimore, MD 21211 USA   +1 (301) 654-2512   www.niso.org   June 20, 2014 32