You Can’t Browse The Stacks In A Digital Library: Indexed Discovery, Fair Linking & NISO’s Open Discovery Initiative. A presentation by Todd Carpenter at the 2014 Charleston Library Conference #CHS14 on November 6, 2014.

1. You
Can’t
Browse
The
Stacks
In
A
Digital
Library
Indexed
Discovery,
Fair
Linking
&
NISO’s
Open
Discovery
IniFaFve
Todd Carpenter
Executive Director, NISO
November 6, 2014

2. About
➢ Non-­‐profit
industry
trade
associa2on
accredited
by
ANSI
➢ Mission
of
developing
and
maintaining
technical
standards
related
to
informa2on,
documenta2on,
discovery
and
distribu2on
of
published
materials
and
media
➢ Volunteer
driven
organiza2on:
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
2

3. 3
Short
History
of
Library
Discovery

4. Photo: Minneapolis College
of Art and Design Library
4

5. Photo: OSU Thompson Library Stacks” by Kristin Six
5

6. 6
Short
History
of
Library
Discovery

7. The
Context
for
Open
Discovery
• Emergence
of
Library
Discovery
Services
solu2ons
– 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
poin2ng
to
increased
library
usage
when
discovery
systems
are
implemented
7

8. 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
8

9. TRUST
Any
good
business
rela2onship
is
based
upon
trust
9

10. TRUST…
But
Verify
• hUp://xkcd.com/285/
10

11. Standards
for
Community
PracFce
• Standards
can
be
used
to:
– Make
sure
things
work
together
– Ensure
things
are
done
the
same
way
– Help
people
understand
what/how
to
do
something
– Understand
what
consumers
are
geng
– Build
trust
among
suppliers
and
consumers
11

12. ODI
-­‐
Open
Disc
overy
IniFaFve

13. Balance
of
ConsFtuents
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)

14. Subgroups
• Technical
recommenda2ons
for
data
format
and
data
transfer
• Communica2on
of
library’s
rights/descriptors
regarding
level
of
indexing
• Defini2on
of
fair
linking
• Exchange
of
usage
data
14

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
compe22ve
market
forces.
Including:
User
Interface
Relevancy
Ranking
APIs
exposed
by
discovery
services
Protocols
for
data
exchange
15

16. Deliverables
• Vocabulary
• NISO
Recommended
Prac2ce
for
Content
Providers:
– Metadata
elements
provide
to
Discovery
Services
– Metadata
Elements
provided
to
Libraries
– Disclosure
– Technical
Formats
• NISO
Recommended
Prac2ce
for
Discovery
Service
Providers:
– Discovery
Service
Content
Lis2ng
– Linking
– File
Formats
and
Methods
of
Transfer
– Usage
sta2s2cs
• Educa2on
Adop2on
• Conformance
Checklists
16

17. www.niso.org/workrooms/odi/publica2ons/rp/rp-­‐19-­‐2014
17

18. ODI
Metadata
from
content
providers
to
library

19. ODI
Metadata
to
discovery
providers

20. ODI
Metadata
from
DSP
to
Library

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
discovery
service
in
last
period
21

22. Disclosure
Annual
repor2ng
requirements:
• Discovery
service
providers
should
offer
an
affirma2ve
statement
of
the
neutrality
of
their
algorithms
• Discovery
service
providers
should
explain
business
connec2ons
with
content
providers
Licenses
or
contracts
should
not
include
non-­‐
disclosure
agreements
and
similar
arrangements
in
order
to
enable
transparency
regarding
any
possible
bias
22

23. Awareness
Some
of
the
issues
with
indexed
discovery
systems
are
technical,
some
are
social,
some
are
simply
setup
issues.
But
not
every
problem
is
technical.
23

24. More
informaFon
NISO
just
formed
the
Open
Discovery
Ini2a2ve
Standing
CommiUee
www.niso.org/workrooms/odi/
24

25. Thank you!
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
November 6, 2014 25