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Access All Around: A NISO Update
On Open Access Discovery &
Access-Related Projects
Pascal Calarco, Christine Stohn, John ...
Agenda for Today
• NISO brief summary: who, what, why
• NISO Discovery to Delivery Topic Committee
• Recent NISO D2D proje...
National Information Standards
Organization (NISO)
• Leadership: organization for designing
standards for information (Z39...
Topic Committees
• Business Information
• Content & Collection Management
• Discovery to Delivery
• Architecture Committee...
Discovery to Delivery
• Track standards development within NISO and in
other standards organizations related to the
topic....
Discovery to Delivery Committee
Roster
• Pascal Calarco, University of Windsor, co-Chair
• Peter Murray, Index Data, co-Ch...
D2D Recent work
• Improving Discoverability of OA Content (work item
proposal)
• Tracking Link Origins (Working Group appr...
ResourceSync Framework Specification
(ANSI/NISO Z39.99-2014)
• OAI-PMH wasn’t designed for large scale repository
replicat...
ResourceSync capabilities
• Resource List: inventory of site content
• Resource Dump: snapshot of ZIPed packaged
content f...
ResourceSync via SiteMaps
• SiteMaps are common means of exposing
content in a web site to search engines
• Web content ma...
Additional Specifications
• Change Notification
• Framework Notification
• Archives
• Relation Types used with ResourceSyn...
Further Resources
• W3C XML Schema for validating ResourceSync
extensions to SiteMap document formats
• Python and Ruby li...
ResourceSync Framework
Specification home
• http://www.niso.org/workrooms/resourcesync/
• http://www.openarchives.org/rs/t...
Questions?
Access all around: improving discovery and access to
material with recommendations and standards
Institution
Title lists,
...
From discovery to delivery: A complex landscape with
many tasks
• Information providers
– Provide metadata for discovery t...
Institution
Title lists,
packages
Content
providers
Article (and other)
metadata and full text
Holdings
Entitlements
Knowl...
Institution
Title lists,
packages
Content
providers
Article (and other)
metadata and full text
Holdings
Entitlements
Knowl...
NISO KBART recommendations
Goal: Increase accuracy of KnowledgeBase content (title lists and packages)
Recommendations
• G...
New NISO initiative: KBART automation
Goal and tasks:
Produce a recommended practice that
– Optimizes the KBART format for...
Institution
Title lists,
packages
Content
providers
Article (and other)
metadata and full text
Holdings
Entitlements
Knowl...
NISO ODI – Open Discovery Initiative
Goal: Create better understanding and define and improve
processes between the stakeh...
Institution
Title lists,
packages
Content
providers
Article (and other)
metadata and full text
Holdings
Entitlements
Knowl...
Ongoing NISO initiative: Link origin tracking
Focus:
Ability to track platform usage by the source of incoming links
Goal:...
Institution
Title lists,
packages
Content
providers
Article (and other)
metadata and full text
Holdings
Entitlements
Knowl...
ALI – Access and License indicators
Goal:
To standardize bibliographic metadata to describe the accessibility
of journal a...
Questions?
Location
Discovery
Pathway
Gold OA
Journals
Hybrid “Open”
Articles
Submitted
manuscript in
an I.R.
Article shared in
Acade...
Thank you!
• Pascal Calarco: pcalarco@uwindsor.ca
• Christine Stohn:
Christine.stohn@exlibrisgroup.com
• John G. Dove: joh...
NISO access related projects (presented at the Charleston conference 2016)
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NISO access related projects (presented at the Charleston conference 2016)

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Presentation by Pascal Calarco (University of Windsor), Christine Stohn (Ex Libris/ProQuest), John G. Dove (Paloma Associates), covering NISO D2D work, ResourceSync, KBART and KBART automation, ODI (Open Discovery Initiative), Link origin tracking, ALI (Access and License Indicators), and a discussion around improvements and challenges for open access discovery

Published in: Technology

NISO access related projects (presented at the Charleston conference 2016)

  1. 1. Access All Around: A NISO Update On Open Access Discovery & Access-Related Projects Pascal Calarco, Christine Stohn, John G. Dove Charleston Conference 2016 November 4, 2016
  2. 2. Agenda for Today • NISO brief summary: who, what, why • NISO Discovery to Delivery Topic Committee • Recent NISO D2D projects and work • ResourceSync Framework Specification • KBART Automation • Open Discovery Initiative update • Link origin tracking • Access & License Indicators • Improving Discoverability of OA Content
  3. 3. National Information Standards Organization (NISO) • Leadership: organization for designing standards for information (Z39.X) since 1935 • Collaboration: Professionals from information industry – publishers, content aggregators, libraries, software developers • Neutral: a forum where parties can work together on polemicized information issues • Standards and Recommended Practices • Education
  4. 4. Topic Committees • Business Information • Content & Collection Management • Discovery to Delivery • Architecture Committee • Thought Leader Meetings
  5. 5. Discovery to Delivery • Track standards development within NISO and in other standards organizations related to the topic. • Identify where new standards may provide solutions in their specific area. • Convene Thought Leader meetings to incubate new standards activities. • Create and provide guidance and oversight to standards working groups under their purview. • Manage the five-year reaffirmation process for approved standards.
  6. 6. Discovery to Delivery Committee Roster • Pascal Calarco, University of Windsor, co-Chair • Peter Murray, Index Data, co-Chair • Kristin Antelman, California Institute of Technology • Scott Bernier, EBSCO Information Systems • John Dove, Paloma & Associates • Lucy Harrison, Florida Virtual Campus • Christine Stohn, Ex Libris, A ProQuest Company • Julie Zhu, IEEE
  7. 7. D2D Recent work • Improving Discoverability of OA Content (work item proposal) • Tracking Link Origins (Working Group approved 2016- 09-21) • KBART Automation (NISO RP-9-2014 & Phase II) • ResourceSync (NISO Z39.99-2014 & draft revision) • Access License & Indicators (NISO RP-22-2015) • White paper: Future of Library Resource Discovery • Open Discovery Initiative (NISO RP-19-2014)
  8. 8. ResourceSync Framework Specification (ANSI/NISO Z39.99-2014) • OAI-PMH wasn’t designed for large scale repository replication of content between repositories • Use case examples: – Mirroring a small static museum website – Mirroring Linked Data services; HTTP GET requests slow – Mirror replication of arXiv.org: 2.6 million items, 1,600 changes daily: HTTP, rsync; not modular or open to third party replication – Aggregating many Institutional Repositories into mega- aggregator discovery services or dark archiving needs such as Thesis Canada
  9. 9. ResourceSync capabilities • Resource List: inventory of site content • Resource Dump: snapshot of ZIPed packaged content from a site • Change List: for continued synchronization of changes to lists and dumps • Change Dump: for multiple snapshots of packaged bitstreams and metadata
  10. 10. ResourceSync via SiteMaps • SiteMaps are common means of exposing content in a web site to search engines • Web content made available as SiteMaps can be easily transformed into Resource Lists/Dumps, Change Lists/Dumps with extensions to SiteMaps • SiteMaps are a great entry to using ResourceSync
  11. 11. Additional Specifications • Change Notification • Framework Notification • Archives • Relation Types used with ResourceSync Framework
  12. 12. Further Resources • W3C XML Schema for validating ResourceSync extensions to SiteMap document formats • Python and Ruby libraries for core functionality • Google Group • Extensive free ResourceSync Tutorial Slides • Additional published papers, blog posts, developer notes
  13. 13. ResourceSync Framework Specification home • http://www.niso.org/workrooms/resourcesync/ • http://www.openarchives.org/rs/toc • Also see draft revision that addresses some <lastmod> implementation hurdles • Please consider adopting ResourceSync if this addresses some of your content replication and synchronization challenges!
  14. 14. Questions?
  15. 15. Access all around: improving discovery and access to material with recommendations and standards Institution Title lists, packages Content providers Article (and other) metadata and full text Holdings Entitlements KnowledgeBase Linkresolver Discovery Databases Websites Full text (appropriate copy) Different users, different entry points Direct links OpenURLs
  16. 16. From discovery to delivery: A complex landscape with many tasks • Information providers – Provide metadata for discovery to discovery system vendors – Provide title lists for Link resolvers to track their global offerings – Provide entitlement lists to institutions for their subscriptions • Institutions – Localize their KnowledgeBases with their holdings – Use the KnowledgeBases to compare and manager package deals and consortia entitlements • Discovery and Linkresolver vendors – Index metadata for discovery from multiple information providers – Index title lists for linkresolvers for multiple providers – Provide institutions with tools to localize KnowledgeBases and discovery indexes • All – Collect and provide usage statistics
  17. 17. Institution Title lists, packages Content providers Article (and other) metadata and full text Holdings Entitlements KnowledgeBase Linkresolver Discovery Databases Websites Full text (appropriate copy) Different users, different entry points Direct links OpenURLs NISO KBART - OpenURL link resolvers and their KnowledgeBases
  18. 18. Institution Title lists, packages Content providers Article (and other) metadata and full text Holdings Entitlements KnowledgeBase Linkresolver Discovery Databases Websites Full text (appropriate copy) Different users, different entry points Direct links OpenURLs New NISO initiative: KBART automation
  19. 19. NISO KBART recommendations Goal: Increase accuracy of KnowledgeBase content (title lists and packages) Recommendations • Guidelines for best practice • Easy to implement format for files to enable transfer of title lists between information and KB providers – Phase I – file formats and mandatory fields – Phase II – enhancements with specific requirements for ebooks and open access material Status – Phase II recommendations published in 2014 – Standing committee at NISO for • Endorsements of information providers for KBART phase II • Education
  20. 20. New NISO initiative: KBART automation Goal and tasks: Produce a recommended practice that – Optimizes the KBART format for automation – Defines automation processes for title lists for example with a recommended protocol – Defines automation processes for transfer of institutional entitlements (holdings lists)
  21. 21. Institution Title lists, packages Content providers Article (and other) metadata and full text Holdings Entitlements KnowledgeBase Linkresolver Discovery Databases Websites Full text (appropriate copy) Different users, different entry points Direct links OpenURLs NISO ODI – Open Discovery Initiative
  22. 22. NISO ODI – Open Discovery Initiative Goal: Create better understanding and define and improve processes between the stakeholders Recommended practices published in 2014 include – Metadata included in data feeds – Models for “fair” linking – Usage statistics provided by and to the stakeholders Current status: Standing committee is tasked with stakeholder education and support, and evaluation of next steps
  23. 23. Institution Title lists, packages Content providers Article (and other) metadata and full text Holdings Entitlements KnowledgeBase Linkresolver Discovery Databases Websites Full text (appropriate copy) Different users, different entry points Direct links OpenURLs Ongoing NISO initiative: Link origin tracking
  24. 24. Ongoing NISO initiative: Link origin tracking Focus: Ability to track platform usage by the source of incoming links Goal: Recommendations for a format and method for passing and using link origin information and its implementation
  25. 25. Institution Title lists, packages Content providers Article (and other) metadata and full text Holdings Entitlements KnowledgeBase Linkresolver Discovery Databases Websites Full text (appropriate copy) Different users, different entry points Direct links OpenURLs NISO ALI – Access and License Indicators
  26. 26. ALI – Access and License indicators Goal: To standardize bibliographic metadata to describe the accessibility of journal articles as well as communicate the item's license details - specifically , track open and free access Recommendations (published 2015) • free_to_read tag (optional with a time indication, e.g. for embargoes) • license_reference tag referencing a URL to the license terms
  27. 27. Questions?
  28. 28. Location Discovery Pathway Gold OA Journals Hybrid “Open” Articles Submitted manuscript in an I.R. Article shared in Academic.edu Article shared on Research Gate Article shared on a dept website Open Monographs Open Educational Resources General Web Search Engine Academic Search Engine Library Webscale Discovery Service Link Resolvers Publisher Provided Links Specialized Bibliographic Databases Journal Aggregations Library Catalog Open Content Discovery Grid
  29. 29. Thank you! • Pascal Calarco: pcalarco@uwindsor.ca • Christine Stohn: Christine.stohn@exlibrisgroup.com • John G. Dove: johngdove@gmail.com

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