Introducing the          Open Discovery Initiative             North American Serials Interest Group                      ...
Library search and discoveryBACKGROUND AND ISSUES                               2
Evolution of library search•   Card Catalogs•   Online Catalogs•   Federated search tools•   Next-generation library catal...
ILS DataOnline Catalog Search:                   Scope of Search                   • Books, Journals, and  Search Results ...
Discovery Interfaces                   ILS Data                                        Digital   Search:            Local ...
Index-based Discovery                                ILS Data                                                      Digital...
Citations > Full Text• Citations or structured metadata provide  key data to power search & retrieval and  faceted navigat...
Need to bring Order to Chaos• Important space for libraries and  publishers• Discovery brings value to library collections...
Library Perspective• Strategic investments in subscriptions• Strategic investments in Discovery Solutions to provide acces...
Collection Coverage?• To work effectively, discovery services need to  cover comprehensively the body of content  represen...
Evaluating the Coverage ofIndex-based Discovery Services• Intense competition: how well the index  covers the body of scho...
OPEN DISCOVERY INITIATIVE                            12
ODI Pre-History• June 26, 2011: Exploratory meeting @  ALA Annual• July 2011: NISO expresses interest• Aug 7, 2011: Propos...
Organization• Reports in NISO through Document to  Delivery topic committee (D2D)• Staff support from NISO through Nettie ...
Balance of Constituents  Libraries Marshall Breeding, Vanderbilt University         Anya Arnold, Orbis Cascade Alliance Ja...
ODI Project Goals:• Identify … needs and requirements of the three  stakeholder groups in this area of work.• Create recom...
Subgroups for Info Gathering•   Level of Indexing•   Library Rights•   Technical formats•   Usage Statistics•   Fair Linki...
Specific deliverables• Standard vocabulary• NISO Recommended Practice:  – Data format & transfer  – Communicating content ...
TimelineMilestone                                  Target Date     StatusAppointment of working group               Decemb...
Next stepsSummer-Fall 2012:• Determine processes & tools• Gather information from stakeholders                            ...
Connect with ODI• ODI Project website:  http://www.niso.org/workrooms/odi/• Interest group mailing list:  http://www.niso....
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Introducing the Open Discovery Initiative

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An introduction to the background, history, scope, and activities of the NISO Open Discovery Initiative. Part of the "Everyone's a player: Creation of standards in a fast-paced shared world" session.
Presenter: Marshall Breeding

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Introducing the Open Discovery Initiative

  1. 1. Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012Marshall Breedinghttp://www.librarytechnology.org/http://twitter.com/mbreeding 1
  2. 2. Library search and discoveryBACKGROUND AND ISSUES 2
  3. 3. Evolution of library search• Card Catalogs• Online Catalogs• Federated search tools• Next-generation library catalogs• Index-based discovery services 3
  4. 4. ILS DataOnline Catalog Search: Scope of Search • Books, Journals, and Search Results Media at the Title Level • Not in scope: – Articles – Book Chapters – Digital objects
  5. 5. Discovery Interfaces ILS Data Digital Search: Local Collections Index ProQuest Search Results EBSCOhost Federated Search Engine … MLA Bibliography ABC-CLIO Real-time query and responses
  6. 6. Index-based Discovery ILS Data Digital Search: Collections Consolidated Index ProQuest Search Results EBSCOhost … MLA Bibliography ABC-CLIO Harvesting and indexing performed in advance
  7. 7. Citations > Full Text• Citations or structured metadata provide key data to power search & retrieval and faceted navigation• Indexing full-text of content amplifies access• Important to understand depth indexing – Currency, dates covered, full-text or citation – Many other factors
  8. 8. Need to bring Order to Chaos• Important space for libraries and publishers• Discovery brings value to library collections• Discovery brings uncertainty to publishers• Uneven participation diminishes impact• Ecosystem dominated by private agreements• Complexity and uncertainty poses barriers for participation 8
  9. 9. Library Perspective• Strategic investments in subscriptions• Strategic investments in Discovery Solutions to provide access to their collections, including access to electronic resources• Require comprehensive representation of resources in discovery indexes – Problem with access to resources not represented in index – Encourage all publishers to participate and to lower thresholds of technical involvement and clarify the business rules associated with involvement• Need to be able to evaluate the depth and quality of these index-based discovery products• Facilitate a healthy ecosystem among publishers, discovery service providers, and libraries
  10. 10. Collection Coverage?• To work effectively, discovery services need to cover comprehensively the body of content represented in library collections• Why do some publishers not participate?• Is content indexed at the citation or full-text level?• What are the restrictions for non-authenticated users?• How can libraries understand the differences in coverage among competing services?
  11. 11. Evaluating the Coverage ofIndex-based Discovery Services• Intense competition: how well the index covers the body of scholarly content stands as a key differentiator• Difficult to evaluate based on numbers of items indexed alone.• Important to ascertain how your library’s content packages are represented by the discovery service.• Important to know what items are indexed by citation and which are full text
  12. 12. OPEN DISCOVERY INITIATIVE 12
  13. 13. ODI Pre-History• June 26, 2011: Exploratory meeting @ ALA Annual• July 2011: NISO expresses interest• Aug 7, 2011: Proposal drafted by participants submitted to NISO• Aug 2011: Proposal accepted by D2D• Vote of approval by NISO membership• Oct 2011: ODI launched• Feb 2012: ODI Workgroup Formed 13
  14. 14. Organization• Reports in NISO through Document to Delivery topic committee (D2D)• Staff support from NISO through Nettie Lagace• Co-Chairs – Jenny Walker (Ex Libris) – Marshall Breeding (Library Consultant)• D2D Observer: Jeff Penka (OCLC) 14
  15. 15. Balance of Constituents Libraries Marshall Breeding, Vanderbilt University Anya Arnold, Orbis Cascade Alliance Jamene Brooks-Kieffer, Kansas State University Sara Brownmiller, University of Oregon Laura Morse, Harvard University Lucy Harrison, College Center for Library Ken Varnum, University of Michigan Automation (D2D liaison/observer) Publishers Lettie Conrad, SAGE Publications Linda Beebe, American Psychological Assoc Beth LaPensee, ITHAKA/JSTOR/Portico Aaron Wood, Alexander Street Press Jeff Lang, Thomson Reuters Service Providers Jenny Walker, Ex Libris Group David Lindahl, University of Rochester (XC) John Law, Serials Solutions Jeff Penka, OCLC (D2D liaison/observer) Michael Gorrell, EBSCO Information Services 15
  16. 16. ODI Project Goals:• Identify … needs and requirements of the three stakeholder groups in this area of work.• Create recommendations and tools to streamline the process by which information providers, discovery service providers, and librarians work together to better serve libraries and their users.• Provide effective means for librarians to assess the level of participation by information providers in discovery services, to evaluate the breadth and depth of content indexed and the degree to which this content is made available to the user.
  17. 17. Subgroups for Info Gathering• Level of Indexing• Library Rights• Technical formats• Usage Statistics• Fair Linking 17
  18. 18. Specific deliverables• Standard vocabulary• NISO Recommended Practice: – Data format & transfer – Communicating content rights – Levels of indexing, content availability – Linking to content – Usage statistics – Evaluate compliance• Inform and Promote Adoption 18
  19. 19. TimelineMilestone Target Date StatusAppointment of working group December 2011Approval of charge and initial work plan March 2012Agreement on process and tools June 2012Completion of information gathering October 2012Completion of initial draft January 2013Completion of final draft May 2013 19
  20. 20. Next stepsSummer-Fall 2012:• Determine processes & tools• Gather information from stakeholders 20
  21. 21. Connect with ODI• ODI Project website: http://www.niso.org/workrooms/odi/• Interest group mailing list: http://www.niso.org/lists/opendiscovery/• Email ODI: odi@niso.org 21
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