NISO Webinar: October Two-Part Webinar: Managing Data for Scholarly Communications


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There has been a significant rise in the inclusion of supplemental data and materials in the scholarly publication process over the last several years, creating challenges for publishers, libraries, repository managers, and users regarding the management, discovery, and use of these supplements. While online environments create new opportunities for sharing such data, the community must come to some agreement on how to balance the values and benefits behind the inclusion of supplemental data with the resources required for its management and use. This webinar, Part 1 of a two-part NISO series on data, will address the definition of supplemental data, discuss how it may affect the peer review and publication process, and show examples of how information services are handling their accessibility.

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NISO Webinar: October Two-Part Webinar: Managing Data for Scholarly Communications

  3. 3. COLLISION  OF  2  WORLDS   NISO  Webinar  October  12,  2011  
  4. 4. Explosion  of─  Research  Data  Accrued  Knowledge   Increased  Requirements   Funding  Bodies   NISO  Webinar  October  12,  2011   ReporCng  Standards  
  5. 5. Supplemental  Materials—it  sounded  like  such  a  good  idea!  •  Give  author  opportunity  to  expand  on  their   research.  •  Improve  science  by  giving  easy  access  to  data   needed  to  verify  or  replicate  study.  •  Enhance  reporCng  of  science  with  mulC-­‐ media.  •  And  do  it  all  at  liMle  or  no  addiConal  cost!   NISO  Webinar  October  12,  2011  
  6. 6. Outcome  for  the  user?   •  Lack  of  descripCve   metadata   •  Discoverability  issues   •  Lack  of  context   •  Concern  about   persistence   •  No  clarity  on  citaCons   •  Some  mystery  in  the   main  arCcle  about  what   is  supplemental   ─  a  maze,  maybe  not   value-­‐  add  taken  as  a  whole.   NISO  Webinar  October  12,  2011  
  7. 7. Outcome  for  the  publisher?  •  Direct  costs  •  Diverted  energies— already  crisis  in  peer   review  •  Tough  decisions─   •  What  is  value-­‐add?   •  Peer  review  dilemma,   quality  vs  workload?   •  Plan  for  migraCon?   NISO  Webinar  October  12,  2011  
  8. 8. Two  Indicators  of  the  Problems  •  Journal  of  Clinical  Inves1ga1on   –  2%  of  journal  arCcles  in  2000  had  supplemental   informaCon.   –  87%  in  2009,  then  93%  in  2010   –  ProjecCng  95%  in  2011.  •  Journal  of  Neuroscience   –  Stopped  accepCng  supplemental  in  August  2010.   –  Cited  severe  drain  on  peer  review  system.   –  Average  size  of  content  grown  from  under  .6  MB  in   2001  to  1.2  MB  in  2009.   NISO  Webinar  October  12,  2011  
  9. 9. NISO-­‐NFAIS  Working  Group   NISO  Webinar  October  12,  2011  
  10. 10. Actually  2  Working  Groups  •  Business  Working   •  Technical  Working   Group,  co-­‐chaired  by   Group,  co-­‐chaired  by   Marie  McVeigh  and   Dave  MarCnsen  and   Linda  Beebe   Sasha  Schwarzman  •  10  other  members   •  15  other  members   including  Bonnie  Lawler,   •  Task—the  “how”— ED  of  NFAIS   technical  aspects  of  •  Task—the  “what”— implementaCon   policies  and  pracCces   Plus  a  Stakeholders’  Group   NISO  Webinar  October  12,  2011  
  11. 11. The  Vision─   •  “Reader’s  Choice”  arCcle   •  Modular  with  what  is  now   supplemental  material  available   in  some  modules   •  Clearly  idenCfied  and  easy  to   select   •  Emilie  Marcus  of  Cell:    “a  more   modern  concept  of  a  hierarchical   or  layered  presentaCon  in  which   the  reader  can  define  which  level   of  detail  best  fits  their  interests   and  needs.”   NISO  Webinar  October  12,  2011  
  12. 12. The  Current  Reality  ─   •  That  maze  I   showed  you   earlier—   –  No  standards   –  Inconsistent   idenCfiers   –  Poor  metadata   –  Lack  of   discovery  tools   –  Abuse  of   readers  and   reviewers   NISO  Webinar  October  12,  2011  
  13. 13. Recommended  Prac[ces  •  Intended  to  help  scholarly  community   develop  more  standardized  approaches.  •  Lessen  the  burden  on  all  parCes.  •  Assure  that  Supplemental  Materials  add   substance  to  the  scholarship.  •  Make  them  more  discoverable.  •  Aid  in  preserving  Supplemental  Materials.   NISO  Webinar  October  12,  2011  
  14. 14. Challenges  &  Principles  •  Wide  variance  in  disciplines,  types  of  content,   citaCon  systems  •  EvoluConary  Cme—technology  changing  so   rapidly  that  this  must  be  a  living  document.  •  Readers  vary  in  need  for  informaCon.  •  Need  to  look  to  the  future,  not  limitaCons  of   the  past.  •  Recommended  pracCces,  not  rules.   NISO  Webinar  October  12,  2011  
  15. 15. First,  Defini[ons─   •  ArCcle   •  Data   •  Metadata   •  MulCmedia   •  Supplemental  Materials   –  Integral  Content   –  AddiConal  Content   •  In  addiCon,  Related   Content.   NISO  Webinar  October  12,  2011  
  16. 16. 1.    Integral  Content  •  Sounds  like  an  oxymoron—but  publishers   currently  treat  some  content  essenCal  to  the   understanding  of  the  arCcle  as  if  it  is   supplemental  for  technical  or  logisCcal  reasons.  •  Examples:    detailed  results  or  methods,   mulCmedia,  extensive  tables  or  figures.  •  “Pseudo-­‐Supplemental”  or  perhaps  a  transitory   phenomenon.  •  Generally  publisher  is  responsible  for  hosCng   and  curaCng  in  same  way  they  do  the  arCcle.   NISO  Webinar  October  12,  2011  
  17. 17. 2.    Addi[onal  Content  •  Provides  addiConal,relevant,  and  useful   expansion  of  arCcle,  but  not  necessary  to   understand  the  core  arCcle.  •  Examples:    expanded  methods  secCons,   bibliographies,  addiConal  supporCng  data  or   results,  copies  of  instruments,  mulCmedia,   interacCve  representaCons.  •  Author  has  created,  and  generally  publisher   hosts  or  places  on  open  web.   NISO  Webinar  October  12,  2011  
  18. 18. Related  Content  •  Ofen  there  is  other  work  author  wants  to  call   aMenCon  to,  but  is  not  the  typical  cited   reference.  •  Publishers  treat  differently—some  include  in   cited  references,  some  link  to  it  outside  the   citaCon  list.  •  Generally  content  in  a  repository  or  data  center.     Publisher  has  no  authority.  •  No  recommended  pracCces,  but  some   comments  on  preservaCon  and  linking.   NISO  Webinar  October  12,  2011  
  19. 19. Part  A,    The  Business  Prac[ces   Selec[ng  Content   Maintaining  Links   Edi[ng  Content   Providing  Context   Managing  &  Hos[ng   Preserving  Material   Assuring  Discoverability   Rights  Management   Referencing  Materials   Appendixes  A  &  B   NISO  Webinar  October  12,  2011  
  20. 20. Selec[ng  Supplemental  Materials  Cau[ons   Best  Prac[ces  •  Are  they  relevant?   •  Integral  content:    review  •  Are  they  useful   at  same  level  as  arCcle.     addiCons  to  the   Be  sure  reviewers  get  all   scholarly  record?   content.  •  Can  they  be  preserved?   •  AddiConal  content:  •  Consider  costs  of   ideally  the  same,  but   vehng,  delivery,  and   may  not  be  possible.   maintenance.   •  Provide  clear  guidelines.   NISO  Webinar  October  12,  2011  
  21. 21. Edi[ng  Supplemental  Materials  •  Technical  ediCng  is   determined  by  editor   and  publisher.  •  Integral  Content  should   be  edited  at  same  level   as  core  arCcle.  •  Ideally,  AddiConal   Content  also.    If  it  is  not,   indicate  it  is  as  author   provided  it.   NISO  Webinar  October  12,  2011  
  22. 22. Managing  and  Hos[ng  Materials  Who  does  it?   External  Repositories  •  Generally,  publishers   •  Data  hosted  by  an  external   manage  and  host  their   repository  may  be  deemed   content.   essenCal.    The  publisher  •  Some  outsource.    Contracts   must  preserve  the  link   should  be  crafed  to  assure   between  core  arCcle  and   the  level  of  protecCon   data  in  repository.   needed.   Warning!!•  Journal  content  hosted  by   •  Repositories  may  be   an  aggregator  or  other  host   unstable.   must  include  supplemental   •  Author  web  sites  are   material.   verboten  as  repository!   NISO  Webinar  October  12,  2011  
  23. 23. Assuring  Discoverabilty─Consistency     • Use  consistent  naming  convenCons  for  Supplemental  Materials  in  TOC   and  arCcle.   • Reference  the  core  arCcle  from  the  Supplemental  Materials   consistently.   • Locate  pointers  to  the  Supplemental  Materials  in  the  same  place   always.   • Streamline  navigaCon.   • PracCce  consistency  from  arCcle  to  arCcle  and  issue  to  issue.   NISO  Webinar  October  12,  2011  
  24. 24. Consistency,  Part  2  •  Tables  of  Contents—Indicate  clearly  presence  of   Supplemental  Materials  in  online  TOCs;  use  easy-­‐to-­‐ understand  and  consistent  naming  convenCon.  •  Display  in  Ar1cle—locate  links  upfront  on  first  page  of  arCcle   in  PDF  and  HTML.    Link  to  Integral  Content  from  within   arCcle.    Important  to  be  readable  by  machines  and  humans.  •  Display  in  Supplemental  Materials—match  navigaConal   elements  within  Supplemental  Materials  to  those  in  core   arCcle.    Use  consistent  locaCons  as  much  as  possible.   NISO  Webinar  October  12,  2011  
  25. 25. Discoverability  with  A&I  Services   Scholars   Assures   rely  on   Ongoing        Why?   A&Is   Use   Good   Purpose   How?       Meta-­‐ &  Format   data   Need   Difficult   to  Find   new   Obstacles   fields   NISO  Webinar  October  12,  2011  
  26. 26. Referencing  Supplemental  Materials  Within  the  Ar[cle   Describe  (cite  and  link)  at  the   same  level  as  table  or  figure  in   core  ar[cle.   Do  not  add  bibliographic  cita[on   for  Integral  Content,  as  it  is  part  of   the  ar[cle.   Provide  in-­‐text  cita[on  to   Addi[onal  Content  and  link  to  it  at   appropriate  point  in  text.   NISO  Webinar  October  12,  2011  
  27. 27. Reference  in  Other  Publica[ons   Integral  Content— cite  the  ar[cle  as   Addi0onal  Content— whole;  do  not  cite   may  cite  separately.     separately.    Assign   Some  style  systems   unique  DOI  to   advise  using  words   materials  or  use   “Supplemental   ar[cle  DOI  with  sub-­‐ Material”  in  cita[on.   suffix.   NISO  Webinar  October  12,  2011  
  28. 28. Maintaining  Links  •  Links  to  informaCon   •  BidirecConal  linking  for   owned,  published,  or   Integral  and  AddiConal   contracted  by  publisher   Content  is  essenCal.   must  be  maintained.   •  DOI  registraCon  assures  •  Broken  links  to  content   persistence  &  findability.   outside  their  control   •  Use  separate  DOIs  for   should  resolved  when   Integral  and  AddiConal   possible  or  deacCvated.   Content  to  enable  •  If  there  are  alternaCve   separate  linking.   access  points,  publisher   should  indicate.   Best  Prac[ce   NISO  Webinar  October  12,  2011  
  29. 29. Providing  Context  •  Among  the  most   •  Include  following  on   egregious  of  current   landing  page  or  in  content:   problems—what  am  I   –  ArCcle  citaCon  and  DOI   looking  at  and  why?   –  Title  and/or  succinct  •  Need  an  indicaCon  of  the   statement  about  content   nature  of  the  content  and   –  File  extension  and  indicaCon   of  size  for  mulCmedia   its  connecCon  to  the   arCcle.   –  If  mulCple  files,  a  list  is   helpful.  •  Need  reminder  of  what   –  Player  informaCon  for   they  are  seeing  or   mulCmedia   hearing.   –  If  separate  DOI,  list.   NISO  Webinar  October  12,  2011  
  30. 30. Preserving  Supplemental  Materials  Integral  Content   Addi1onal  Content  •  Preserve  same  standard  as   •  Consider  preservaCon  before   core  arCcle.   accepCng.  •  Give  same  metadata  markup.   •  If  unsure  of  ability  to  preserve,  •  Tag  text  accompanying   ask  author  to  put  in  trusted   mulCmedia  appropriately.   repository.   •  To  extent  possible,  tag  as  for   core  arCcle.   These  consCtute  an  important  part  of  the  scholarly   record.    Consider  distributed  repositories.    Specify   acceptable  repositories  or  outline  criteria  for   evaluaCng  them.    Ideas:    Accessibility,  perpetual   archiving,  and  bi-­‐direcConal  linking.   NISO  Webinar  October  12,  2011  
  31. 31. Rights  Management  Intellectual  Property   Access  •  Treat  rights  for  Integral   •  Anyone  with  rights  to   Content  same  as  for   core  arCcle  must  have   core  arCcle.   rights  to  Integral  •  Rights  for  AddiConal   Content.   Content  may  differ—but   •  ILL  is  a  parCcular   should  be  transparent   concern  for  librarians— to  users.   best  pracCce  is  to   provide  both  arCcle  and   Supplemental   Materials.   NISO  Webinar  October  12,  2011  
  32. 32. Some  Addi[ons  Roles  and  Responsibili[es   Linking  to  Related  Content  •  Maintaining  and   •  CiCng  pracCces  vary— delivering  the  record  of   some  link  from  within   scholarship  involves  many   text,  some  from  reference   parCes:     list.    LaMer  enables  easy   –  Publisher   export  to  manager.   –  Editor  &  Peer  Reviewer   •  Repositories  now   –  Author   enabling  specific  links.   –  Libraries   •  BidirecConal  links  are   –  A&I  Services   strongly  recommended.   –  Repository  Administrators     Best  Prac[ce   NISO  Webinar  October  12,  2011  
  33. 33. Part  B,  Technical  Considera[ons   Archiving Stronger for Integral Migration, not Packaging emulation   Model offered Format guides     Standardized format Linking—DOI!   Hierachical   Identifier Syntax Identifier System More  to  come!   Community NISO  Webinar  October  12,  2011  
  34. 34. Building  Blocks   •  Finish  draf  BWG   Recommended   PracCces.   •  TWG  on  packaging,   metadata,  etc.   •  Meld  the  two.   •  Open  Review   •  NISO  &  NFAIS  approve.   •  Circulate  for  other   approval.   NISO  Webinar  October  12,  2011  
  35. 35. THE  ARTICLE  OF  THE   FUTURE  MAY  SOLVE  SOME   OF  THE  PROBLEMS.   Linda  Beebe   Senior  Director,  PsycINFO   American  Psychological  AssociaCon  NISO  Webinar  October  12,  2011