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Navigating the transition from ONIX 2.1 to 3.0

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Graham Bell, Executive Director of the global ONIX standards organization, EDItEUR, explains everything there is to know about transitioning from ONIX 2.1 to 3.0. This presentation was part of a webinar by BookNet Canada; a recording is also available. Please visit http://www.booknetcanada.ca/webinars for more details and links to other webinar materials.

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Navigating the transition from ONIX 2.1 to 3.0

  1. 1. Navigating the transition from ONIX 2.1 to 3.0 Graham Bell EDItEUR BNC Webcast 26th January 2015
  2. 2. Roots of ONIX • 1997 EPICS and BIC Basic • 1998 <indecs> project, W3C XML specification • 1999 ‘Online Information Exchange’ initiative from AAP Digital Issues working party • ONIX developed by EDItEUR • 2000 ONIX 1.0 and 1.1 – obsolete • 2001 ONIX 2.0 – retired • 2003 ONIX 2.1 – revision 02 in 2004 • 2009 ONIX 3.0 – version 3.0.2 in 2014
  3. 3. Roots of ONIX • 1997 EPICS and BIC Basic • 1998 <indecs> project, W3C XML specification • 1999 ‘Online Information Exchange’ initiative from AAP Digital Issues working party • ONIX developed by EDItEUR • 2000 ONIX 1.0 and 1.1 – obsolete • 2001 ONIX 2.0 – retired • 2003 ONIX 2.1 – revision 02 in 2004 • 2009 ONIX 3.0 – version 3.0.2 in 2014
  4. 4. Roots of ONIX • 1997 EPICS and BIC Basic • 1998 <indecs> project, W3C XML specification • 1999 ‘Online Information Exchange’ initiative from AAP Digital Issues working party • ONIX developed by EDItEUR • 2000 ONIX 1.0 and 1.1 – obsolete • 2001 ONIX 2.0 – retired • 2003 ONIX 2.1 – revision 02 in 2004 • 2009 ONIX 3.0 – version 3.0.2 in 2014
  5. 5. Roots of ONIX • 1997 EPICS and BIC Basic • 1998 <indecs> project, W3C XML specification • 1999 ‘Online Information Exchange’ initiative from AAP Digital Issues working party • ONIX developed by EDItEUR • 2000 ONIX 1.0 and 1.1 – obsolete • 2001 ONIX 2.0 – retired • 2003 ONIX 2.1 – revision 02 in 2004 • 2009 ONIX 3.0 – version 3.0.2 in 2014
  6. 6. Roots of ONIX • widely used in North America, Western Europe, Eastern Europe and Russia, growing in Asia-Pacific • current status • ONIX v2.1 r02 – still most widely deployed in CA • ONIX v3.0 – growing in importance • used by small and large organisations alike • included in many off-the-shelf IT systems, but also plausible for in-house developers
  7. 7. ONIX governance • standard is managed by EDItEUR • documentation and tools available free of charge, covered by permissive EDItEUR licence • membership supports development, and members help identify new requirements • all changes discussed by National Groups to ensure broad international applicability, and ratified by International Steering Committee to ensure stability • BNC facilitates CA-en national group, and BTLF provides CA-fr input to ISC
  8. 8. ONIX governance • standard is managed by EDItEUR • documentation and tools available free of charge, covered by permissive EDItEUR licence • membership supports development, and members help identify new requirements • all changes discussed by National Groups to ensure broad international applicability, and ratified by International Steering Committee to ensure stability • BNC facilitates CA-en national group, and BTLF provides CA-fr input to ISC support for 2.1 was reduced at end of 2014
  9. 9. ONIX 2.1 vs ONIX 3.0 • two quite distinct messages • block-level updates • digital products • sets and series • sales rights • marketing collateral • parallel multi-lingual data • related works • international markets 10 years accumulated experience extended schema support global best practice guide
  10. 10. so how do we go from 2.1 to 3.0 ?
  11. 11. ONIX 2.0 vs ONIX 2.1 • not really distinct messages – ONIX 2.1 was fully compatible with 2.0 • deprecations of dedicated elements, egEAN13, BICMainSubject • encouragement to use composites instead, egProductIdentifier, MainSubject • optional new functionality, eg in SalesRights, ProductFormDetail, MarketRepresentation • if your 2.1 has been brought ‘up-to-date’, then migration to 3.0 is much simpler than it is if you are still (in effect) using 2.0
  12. 12. ONIX 2.1 vs ONIX 3.0 • these are distinct messages – there is no backwards compatibility • removal of previously deprecated elements (there are actually fewer tags in 3.0) • continued development of composites, and the introduction of blocks • new functionality, eg usage constraints, licensing, rentals, multi-lingual metadata, though again this is mostly optional • but huge amount of continuity • at least half of the message remains unchanged
  13. 13. ONIX 3.0 data elements • message details • identity and authority • record details • product identifiers • 1. descriptive details • product form • special features • packaging • physical size • drm, usage constraints • trade classification • product parts • collection titles • titles • contributors • conference • edition • language • extent • subject • audience
  14. 14. ONIX 3.0 data elements • 2. collateral details • supporting text • cited material • supporting resources • prizes • 3. content detail • 4. publishing details • imprint and publisher • lifecycle dates • copyright details • territorial rights • 5. related material • related works • related products • 6. supply details • markets • market details • suppliers • discounts • prices and tax • reissue details
  15. 15. 1. spring cleaning
  16. 16. ISBN0007232837/ISBN EAN139780007232833/EAN13 1.0 1.1 2.12.01.2
  17. 17. ISBN0007232837/ISBN EAN139780007232833/EAN13 ProductIdentifier ProductIDType01/ProductIDType IDTypeNameHCP PID/IDTypeName IDValue32032-4/IDValue /ProductIdentifier 2.12.0
  18. 18. ProductIdentifier ProductIDType01/ProductIDType IDTypeNameHCP PID/IDTypeName IDValue32032-4/IDValue /ProductIdentifier 3.0 ProductIdentifier ProductIDType03/ProductIDType IDValue9780007232833/IDValue /ProductIdentifier ProductIdentifier ProductIDType15/ProductIDType IDValue9780007232833/IDValue /ProductIdentifier 2.12.0
  19. 19. AudienceCode03/AudienceCode Audience AudienceCodeType01/AudienceCodeType AudienceCodeValue03/AudienceCodeValue /Audience 3.02.12.0
  20. 20. 2.1 PublishingStatus04/PublishingStatus ... ProductAvailability20/ProductAvailability AvailabilityCodeIP/AvailabilityCode
  21. 21. 2.1 3.0 PublishingStatus04/PublishingStatus ... ProductAvailability20/ProductAvailability
  22. 22. 2. renaming and reordering
  23. 23. Contributor SequenceNumber1/SequenceNumber ContributorRoleA01/ContributorRole PersonNameMaj Sjouml;wall/PersonName PersonNameIdentifier PersonNameIDType01/PersonNameIDType IDTypeNameHCP Author ID/IDTypeName IDValue7421/IDValue /PersonNameIdentifier BiographicalNote textformat=05pMaj Sjouml;wall is a poet. She lives in Sweden./p /BiographicalNote /Contributor 2.1
  24. 24. Contributor SequenceNumber1/SequenceNumber ContributorRoleA01/ContributorRole NameIdentifier NameIDType01/NameIDType IDTypeNameHCP Author ID/IDTypeName IDValue7421/IDValue /NameIdentifier PersonNameMaj Sjöwall/PersonName BiographicalNote textformat=05pMaj Sjöwall is a poet. She lives in Sweden./p /BiographicalNote /Contributor 3.0
  25. 25. 3. restructuring for greater consistency and flexibility
  26. 26. PublicationDate20110428/PublicationDate YearFirstPublished1811/YearFirstPublished OnSaleDate20110428/OnSaleDate 2.1
  27. 27. PublishingDate PublishingDateRole11/PublishingDateRole Date dateformat=051811/Date /PublishingDate PublishingDate PublishingDateRole19/PublishingDateRole Date dateformat=01198510/Date /PublishingDate PublishingDate PublishingDateRole01/PublishingDateRole Date20110428/Date /PublishingDate PublishingDate PublishingDateRole02/PublishingDateRole Date20110428/Date /PublishingDate 3.0
  28. 28. SalesRights SalesRightsType01/SalesRightsType RightsCountryAG AI AU BB BD BM BN BS BW BZ CM CY DM EG FJ FK GB GD GH GI GM GY HK IE IL IN IO JM JO KE KI KN KW KY LC LK LS MT MU MV MW MY MZ NA NG NR NZ PG PK PN SB SC SD SG SH SL SO SZ TC TO TT TV TZ UG VC VG VU WS YE RS ME ZA ZM ZW/RightsCountry /SalesRights 2.1
  29. 29. SalesRights SalesRightsType01/SalesRightsType RightsCountryCA US/RightsCountry /SalesRights SalesRights SalesRightsType03/SalesRightsType RightsCountryGB IE AU NZ/RightsCountry /SalesRight 2.1
  30. 30. SalesRights RightsCountry * RightsTerritory * RightsRegion (dep) NotForSale RightsCountry * RightsTerritory * 2.1 MarketRepresentation MarketCountry * MarketTerritory * MarketCountryExcluded * SupplyDetail SupplyToCountry * SupplyToTerritory * SupplyToRegion (dep) SupplyToCountryExcluded * Price CountryCode Territory * CountryExcluded * TerritoryExcluded *
  31. 31. SalesRights Territory CountriesIncluded * RegionsIncluded * CountriesExcluded * RegionsExcluded * 3.0
  32. 32. SalesRights SalesRightsType01/SalesRightsType Territory CountriesIncludedCA US/CountriesIncluded Territory /SalesRights SalesRights SalesRightsType03/SalesRightsType Territory CountriesIncludedGB IE AU NZ/CountriesIncluded Territory /SalesRights ROWSalesRightsType02/ROWSalesRightsType 3.0
  33. 33. SalesRights SalesRightsType01/SalesRightsType Territory CountriesIncludedUS/CountriesIncluded RegionsExcludedUS-HI US-AK/RegionsExcluded /Territory /SalesRights ROWSalesRightsType03/ROWSalesRightsType 3.0
  34. 34. SalesRights SalesRightsType01/SalesRightsType Territory RegionsIncludedWORLD/RegionsIncluded /Territory /SalesRights 3.0
  35. 35. 4. syntax updates
  36. 36. Basic syntax updates • no !DOCTYPE, recomendation to use XSD schema for validation • recommendation to use Unicode and UTF-8, but can still use Latin-1 if required • named character entities (eg ouml;) not valid – use ö instead, or if not using a rich character set, use #246; or #xf6; • in line with broader XML developments
  37. 37. 5. structural changes
  38. 38. 5. structural changes …set, series and main titles, and markets and suppliers
  39. 39. sets, series and main titles
  40. 40. Series Title TitleType01/TitleType TitleText textcase=02The Chronicles of Narnia/TitleText /Title /Series 2.1
  41. 41. Collection CollectionType10/CollectionType TitleDetail TitleType01/TitleType TitleElement TitleElementLevel02/TitleElementLevel TitlePrefixThe/TitlePrefix TitleWithoutPrefix textcase=02Chronicles of Narnia/TitleWithoutPrefix /TitleElement /TitleDetail /Collection 3.0
  42. 42. TitleElementLevel02/TitleElementLevel TitlePrefixThe/TitlePrefix TitleWithoutPrefix textcase=02Chronicles of Narnia/TitleWithoutPrefix /TitleElement /TitleDetail /Collection 3.0 TitleDetail TitleType01/TitleType TitleElement TitleElementLevel01/TitleElementLevel TitlePrefixThe/TitlePrefix TitleWithoutPrefix textcase=02Lion, the Witch and the Wardrobe/TitleWithoutPrefix /TitleElement /TitleDetail
  43. 43. TitleDetail TitleType01/TitleType TitleElement TitleElementLevel02/TitleElementLevel NoPrefix/ TitleWithoutPrefix textcase=02Focus on Maths/TitleWithoutPrefix /TitleElement TitleElement TitleElementLevel01/TitleElementLevel NoPrefix/ TitleWithoutPrefix textcase=02Workbook 6/TitleWithoutPrefix /TitleElement /TitleDetail 3.0.2
  44. 44. • two ways to provide collection details in ONIX 3.0 • in P.5, as a title element in TitleDetail withinCollection, or… • in P.6, as just another title element withinTitleDetail • not always a simple choice • depends on whether collection title is an integral part of the identity of the product, or whether the product has an identity separate from the collection
  45. 45. • two ways to provide collection details in ONIX 3.0 • in P.5, as a title element in TitleDetail withinCollection, or… • in P.6, as just another title element withinTitleDetail • not always a simple choice • depends on whether collection title is an integral part of the identity of the product, or whether the product has an identity separate from the collection Focus on Physics: Workbook 6 The Lion, the Witch and the Wardrobe
  46. 46. markets and prices
  47. 47. Markets and suppliers • ONIX 2.1 describes suppliers and the markets they operate in • SupplyDetail describes one supplier • within SupplyDetail, SupplyToCountry describes the geographical extent of the supplier’s market • ONIX 3.0 describes markets and the suppliers that operate there • ProductSupply describes one market, including MarketTerritory for the geographical extent • within one market, multiple SupplyDetail composites, for each of that market’s suppliers
  48. 48. migration project outline
  49. 49. 2.1 to 3.0 migration outline • bring ONIX 2.1 ‘up to date’ • no deprecations • use composites wherever possible • delta updates, if you are not already using them • add simple enhancements • use a rich native character set like UTF-8 • add XHTML tagging in richer textual elements • this is all possible in 2.1
  50. 50. 2.1 to 3.0 migration outline • deal with tags that change names, position or context • eg PersonNameIdentifier to NameIdentifier (but they’re not all that easy) • tackle the tougher stuff • Set and Series become Collection • SalesRights • ProductSupply and SupplyDetail • get to 3.0 that conveys the same data as 2.1
  51. 51. 2.1 to 3.0 migration outline • test and implement with initial recipients • then add new functionality (maybe as ‘phase II’) • e-book licensing and restrictions • richer collateral material • block updates are optional (for senders) • further reduces amount of data to be processed • can continue to produce 2.1 and 3.0 in parallel from the same data
  52. 52. but what does migration get me?
  53. 53. Consistency and simplicity • greater consistency in the way data is specified – eg with sales rights… • Territory always has the same structure • requirement for a ROW statement (even if it is just ‘unknown’) • sales restriction operates within a territory • or with contributors… • contributor identifiers aren’t limited to personal names – can be used with corporate authors too
  54. 54. Consistency and simplicity • in turn, this means greater consistency in the way data is interpreted • one recommended way of doing things, not three (eg 2.1 uses either AvailabilityCode or ProductAvailability, 3.0 uses only the latter) • helped by greater precision in the Specification and advice in the Guide • makes it simpler for recipients
  55. 55. Flexibility and extensibility • consistent use of composites means new types, roles, rights, restrictions etc can be added via a codelist change, without adding specialised tags • eg added pre-order embargo to ONIX 3.0, which would require new tags in ONIX 2.1 • less disruption as further functionality is added in future • most textual metadata can be multi-lingual
  56. 56. New functionality (e-books) • e-book DRM (including watermarking) • usage constraints, eg • preview 10% before purchase • print only 10% per month • lend only 24 times • rent for 3 months • links to product licences • vital for open access, useful for commercial products too
  57. 57. New functionality (content) • primary and secondary content types • primary part in multi-component products • multiple work relationships
  58. 58. New functionality (collections) • collections remove anomalies • series cannot be multi-level • sets cannot have contributors, or carry identifiers like ISSN • collections can have multiple orders, egpublication order, narrative order
  59. 59. New functionality (contributors) • contributors can be associated with multiple places • place of birth / death • place of current residence / citizenship • to city or town detail, not just country • corporate contributors can carry contributor identifiers and dates
  60. 60. New functionality (collateral) • content audience and ‘use from… until’ dates for descriptive text, cited content and other supporting resources • pixel size replaces resolution for images • file size, MD5 hash to validate downloads
  61. 61. New functionality (publishers) • multiple publisher and imprint identifiers • multiple product contacts for different purposes • clarity on sales rights and restrictions • clarity on product status and availability • clear distinction between ‘publisher view’ and ‘distributor view’
  62. 62. New functionality (markets) • more flexible market-specific publishing details • eg local market ‘pub date’ • was originally added to 2.1 rev.02 in 2004 (important for Australian exports, but very rarely used because of patchy support)
  63. 63. New functionality (suppliers) • multiple supplier’s own coding • proximity and velocity for stock holdings • gives ONIX compatibility with EDItX stock report and X.12 / Tradacoms stock messages • price identifiers • price conditions (including rentals) • coded / tiered prices • comparison prices (strikethrough prices) • price printed on product
  64. 64. • it’s not as difficult as most people assume • improvements in the message – particularly for e-books, internationalization, multi-lingualism • some tricky areas • improvements in the tools (eg Schematron) • block-level updates (eventually) • and • loss of support from end of 2014 • risks of not upgrading Why update?
  65. 65. graham@editeur.org http://www.editeur.org

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