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Standards Goals for 2023
Tom Richardson
May 25, 2023
Standards and Certification
Land Acknowledgement
What’s with BiblioShare and ONIX 3.0?
Mea culpa
Retail
Database
ONIX
Record
ONIX 2.1
Record
ONIX 2.1
BiblioShare
API Output
ONIX 3.1
Record
ONIX 3.1
BiblioShare
API Output
ONIX 2.1
Record
ONIX 2.1
BiblioShare
API Output
ONIX 3.1
Record
ONIX 3.1
BiblioShare
API Output
BISG Statement
on
Misuse of the title and subtitle fields
https://www.bisg.org/statement-on-misuse-of-the-title-and-subtitle-fields
Released May 2023
Not following the definitions provided in
a standard defeats the purpose of having the
standard.
Senders need to create metadata before retail
use can happen
Retailers need to use the data they are sent –
following its named purpose
We have to admit that standards will change
and agree on how to communicate about that
so that implementation actually occurs in
a timely manner.
Introducing ONIX 3.1
&
Why it isn’t ONIX 3.0.9
It’s ONIX 3.1 because it is no longer
fully backwards compatible with 3.0
A full list of all deprecated elements can be found in an
appendix in the Specification:
A.4 List of elements removed from Release 3.1
It’s not a problem
because there’s almost no use of what’s
been removed. Mostly, just be sure you
update your documentation
AND
stop or don’t use anything that’s labeled
as
“Deprecated”
in the new documentation.
That is how
upcoming removals to ONIX
are marked.
ONIX for Books
version 3
is considered stable enough that it has
to support changes that affect version compatibility.
ONIX data senders and receivers need a stable
standard
– it’s cheaper – but in addition to supporting new
data with each version update they should consider
the need to plan for change
based on the standard’s requirements
if they want to remain within it.
EDItEUR is seeking input
about removing deprecations:
If 12 years is clearly too long
and
if version updates that are around
every second year seems too short:
How often and how should they manage this
kind of change?
The most common use of newly removed data in
BiblioShare’s ONIX 3.0 archive is “dual data” providing
the deprecated and expected presentation
<AudienceCode>03</AudienceCode>
<Audience>
<AudienceCodeType>01</AudienceCodeType>
<AudienceCodeValue>03</AudienceCodeValue>
</Audience>
The bit in red is the deprecated AudienceCode
Deprecated tags and composites
Example date composite – this is a birth year coded to
show the “date format” is atypical:
<ContributorDate>
<ContributorDateRole>50</ContributorDateRole>
<DateFormat>05</DateFormat>
<Date>1935</Date>
</ContributorDate>
What’s in red above is deprecated and should appear as
an attribute in the <Date> tag:
<ContributorDate>
<ContributorDateRole>50</ContributorDateRole>
<Date dateformat=“05”>1935</Date>
</ContributorDate>
Deprecated tags and composites
PromotionContact (k166) use <ProductContact>
Gender (x524) in the Contributor composite has been
removed and has no equivalent in release 3.1
Removed Conference & Reissue & their elements
Duplicated support removed for
-- Sales Restrictions only available within Sales Rights
-- P.7.47 Unnamed Persons (b249) use P.7.20a
Deprecated tags and composites
ALL default values in the Header
composite
• H.17 Default language of text
• H.18 Default price type
• H.19 Default currency
Newly deprecated in ONIX 3.1
P.5.10 / P.6.5 TitleText (b203)
Use TitleWithoutPrefix in all entries
<NoPrefix/>
<TitleWithoutPrefix>Book Title</TitleWithoutPrefix>
<TitlePrefix>The</TitlePrefix>
<TitleWithoutPrefix>Book Title</TitleWithoutPrefix>
Newly deprecated in ONIX 3.1
EDItEUR is seeking input
about removing deprecations:
If 12 years is clearly too long
and
if version updates that are around
every second year seems too short:
How often and how should they manage this
kind of change?
• Version changes are when new composites
and elements are added to support new data
and functionality
– Typically happens every 1 ½ to 2 years
– The current version is ONIX 3.1
• Issue Changes are when new codes are added
to existing code lists
– Typically happens 4 times a year
– The current issue is Issue 61
• Update your ONIX Specifications at least yearly
– It has minor corrections and tweaks made regularly
– Always update it after a version change
– Absolutely update it when there are newly
deprecated data points
• Understand how your software updates code
list issue changes
– Ensure that staff using the code lists has access to
“full” versions that include the explanatory Notes.
Use version updates to review ONIX for metadata that
might benefit your business
• ONIX 3 has had 9 version updates since 2009 and they
are summarized in the Specification’s Introduction
• Ask BookNet for help if you’re unsure:
– If any potential targets have use in BiblioShare,
– You’re unsure how to implement them,
– You’re unsure of the purpose of any metadata
structure or code,
– Your business has something to say, a
communication need and metadata might help.
Tell your trading partners (and BookNet) if you
add or need additional metadata support.
Don’t rely on them finding your changes.
• Added <SequenceNumber> to allow explicit
prioritization of Block 2 Collateral material
• Added <AwardingBody> within <Prize>
• Added <MarketReference> to enable market-
specific partial (‘Block’) updates
What’s New in ONIX 3.1
• Added <CollectionFrequency> to carry
frequency of publication of products in a
collection
• Added <CollectionElementLevel> to enable
linking of Collection identifiers to specific
collection title elements
What’s New in ONIX 3.1 for Collections
• Added a <AffiliationIdentifier> composite
within <ProfessionalAffiliation>
• Added <EpubUsageConstraint>, extended
<EpubLicense>, <Publisher> and
<CopyrightStatement> within Block 3
<ContentItem> to support hybrid open
access (ie per-chapter licensing)
What’s New in ONIX 3.1
Other additions and changes
• <EpubLicenseDate> in <EpubLicense> within
<DescriptiveDetail> (but not within <Price>), to
enable future licensing changes
• <Website> within <NewSupplier>
• Added <FaxNumber> within <ProductContact> &
<SupplyContact> and removed deprecation from
contact details within <PublisherRepresentative> &
<Supplier>, to improve consistency of various
composites
What’s New in ONIX 3.1
Newly added in 2023 for
the Issue 61 code list update
List 153 Text Type Code 37 “Cover line”
• (US) Reading line – line of usually explanatory copy
on cover, somewhat like a subtitle but not on the
title page and added by the publisher, eg ‘with 125
illustrated recipes’
Added in 2009 for the Issue 10 code list update
and supported by both ONIX 2.1 and 3.1
List 153 Text Type Code 10
“Promotional Headline”
• A promotional phrase which is intended to
headline a description of the product
Transparency by all players
Standards BNC is involved in
• EDI
• Subject Schemes
– BISAC
– Thema
• Identifiers
– ISBN/GTIN/ISNI
• Others...
– ISO/W3C
GDSN/SAN
• BISG (US)
– Metadata
– Subjects
– Supply-chain (EDI)
– Identifiers & Workflow
• EDItEUR
– ONIX Int Steering
Committee
– Thema Int Steering
Committee
• BTLF (Quebec)
BNC Bibliographic Committee
Canadian English Language
– National Group for ONIX
– National Group for Thema
Diversity Equity Inclusion
Identity Indigeneity & Justice
for book subjects & author promotion
A place for participation
Both BISAC and Thema are adding values to help buyers find books
that include various diversity related values.
Getting it right is hard as evidenced by the rapid decline in use of “own
voices” after it was found the association lead to potentially unsafe and
uncomfortable situations for book authors.
As much as we want a button that will make it easy to create a timely
list bird books by black authors, or just to promote well vetted list for
use during Indigenous or Black History months, getting it right takes
well thought out positions and choices.
Big problems are solved by participation
and sharing of information.
Thank you
trichardson@booknetcanada.ca
booknetcanada.ca/newsletter-sign-up
Slide Title
• slide text
– bullets
• lot of text
– more bullets

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#StandardsGoals for 2023 Standards & certification roundup - Tech Forum 2023

  • 1. Standards Goals for 2023 Tom Richardson May 25, 2023 Standards and Certification
  • 3. What’s with BiblioShare and ONIX 3.0? Mea culpa
  • 6. ONIX 3.1 Record ONIX 3.1 BiblioShare API Output ONIX 2.1 Record ONIX 2.1 BiblioShare API Output
  • 8. BISG Statement on Misuse of the title and subtitle fields https://www.bisg.org/statement-on-misuse-of-the-title-and-subtitle-fields Released May 2023
  • 9. Not following the definitions provided in a standard defeats the purpose of having the standard. Senders need to create metadata before retail use can happen Retailers need to use the data they are sent – following its named purpose
  • 10. We have to admit that standards will change and agree on how to communicate about that so that implementation actually occurs in a timely manner.
  • 11. Introducing ONIX 3.1 & Why it isn’t ONIX 3.0.9
  • 12. It’s ONIX 3.1 because it is no longer fully backwards compatible with 3.0 A full list of all deprecated elements can be found in an appendix in the Specification: A.4 List of elements removed from Release 3.1
  • 13. It’s not a problem because there’s almost no use of what’s been removed. Mostly, just be sure you update your documentation AND
  • 14. stop or don’t use anything that’s labeled as “Deprecated” in the new documentation. That is how upcoming removals to ONIX are marked.
  • 15. ONIX for Books version 3 is considered stable enough that it has to support changes that affect version compatibility. ONIX data senders and receivers need a stable standard – it’s cheaper – but in addition to supporting new data with each version update they should consider the need to plan for change based on the standard’s requirements if they want to remain within it.
  • 16. EDItEUR is seeking input about removing deprecations: If 12 years is clearly too long and if version updates that are around every second year seems too short: How often and how should they manage this kind of change?
  • 17. The most common use of newly removed data in BiblioShare’s ONIX 3.0 archive is “dual data” providing the deprecated and expected presentation <AudienceCode>03</AudienceCode> <Audience> <AudienceCodeType>01</AudienceCodeType> <AudienceCodeValue>03</AudienceCodeValue> </Audience> The bit in red is the deprecated AudienceCode Deprecated tags and composites
  • 18. Example date composite – this is a birth year coded to show the “date format” is atypical: <ContributorDate> <ContributorDateRole>50</ContributorDateRole> <DateFormat>05</DateFormat> <Date>1935</Date> </ContributorDate> What’s in red above is deprecated and should appear as an attribute in the <Date> tag: <ContributorDate> <ContributorDateRole>50</ContributorDateRole> <Date dateformat=“05”>1935</Date> </ContributorDate> Deprecated tags and composites
  • 19. PromotionContact (k166) use <ProductContact> Gender (x524) in the Contributor composite has been removed and has no equivalent in release 3.1 Removed Conference & Reissue & their elements Duplicated support removed for -- Sales Restrictions only available within Sales Rights -- P.7.47 Unnamed Persons (b249) use P.7.20a Deprecated tags and composites
  • 20. ALL default values in the Header composite • H.17 Default language of text • H.18 Default price type • H.19 Default currency Newly deprecated in ONIX 3.1
  • 21. P.5.10 / P.6.5 TitleText (b203) Use TitleWithoutPrefix in all entries <NoPrefix/> <TitleWithoutPrefix>Book Title</TitleWithoutPrefix> <TitlePrefix>The</TitlePrefix> <TitleWithoutPrefix>Book Title</TitleWithoutPrefix> Newly deprecated in ONIX 3.1
  • 22. EDItEUR is seeking input about removing deprecations: If 12 years is clearly too long and if version updates that are around every second year seems too short: How often and how should they manage this kind of change?
  • 23. • Version changes are when new composites and elements are added to support new data and functionality – Typically happens every 1 ½ to 2 years – The current version is ONIX 3.1 • Issue Changes are when new codes are added to existing code lists – Typically happens 4 times a year – The current issue is Issue 61
  • 24. • Update your ONIX Specifications at least yearly – It has minor corrections and tweaks made regularly – Always update it after a version change – Absolutely update it when there are newly deprecated data points • Understand how your software updates code list issue changes – Ensure that staff using the code lists has access to “full” versions that include the explanatory Notes.
  • 25. Use version updates to review ONIX for metadata that might benefit your business • ONIX 3 has had 9 version updates since 2009 and they are summarized in the Specification’s Introduction • Ask BookNet for help if you’re unsure: – If any potential targets have use in BiblioShare, – You’re unsure how to implement them, – You’re unsure of the purpose of any metadata structure or code, – Your business has something to say, a communication need and metadata might help.
  • 26. Tell your trading partners (and BookNet) if you add or need additional metadata support. Don’t rely on them finding your changes.
  • 27. • Added <SequenceNumber> to allow explicit prioritization of Block 2 Collateral material • Added <AwardingBody> within <Prize> • Added <MarketReference> to enable market- specific partial (‘Block’) updates What’s New in ONIX 3.1
  • 28. • Added <CollectionFrequency> to carry frequency of publication of products in a collection • Added <CollectionElementLevel> to enable linking of Collection identifiers to specific collection title elements What’s New in ONIX 3.1 for Collections
  • 29. • Added a <AffiliationIdentifier> composite within <ProfessionalAffiliation> • Added <EpubUsageConstraint>, extended <EpubLicense>, <Publisher> and <CopyrightStatement> within Block 3 <ContentItem> to support hybrid open access (ie per-chapter licensing) What’s New in ONIX 3.1
  • 30. Other additions and changes • <EpubLicenseDate> in <EpubLicense> within <DescriptiveDetail> (but not within <Price>), to enable future licensing changes • <Website> within <NewSupplier> • Added <FaxNumber> within <ProductContact> & <SupplyContact> and removed deprecation from contact details within <PublisherRepresentative> & <Supplier>, to improve consistency of various composites What’s New in ONIX 3.1
  • 31. Newly added in 2023 for the Issue 61 code list update List 153 Text Type Code 37 “Cover line” • (US) Reading line – line of usually explanatory copy on cover, somewhat like a subtitle but not on the title page and added by the publisher, eg ‘with 125 illustrated recipes’
  • 32. Added in 2009 for the Issue 10 code list update and supported by both ONIX 2.1 and 3.1 List 153 Text Type Code 10 “Promotional Headline” • A promotional phrase which is intended to headline a description of the product
  • 34. Standards BNC is involved in • EDI • Subject Schemes – BISAC – Thema • Identifiers – ISBN/GTIN/ISNI • Others... – ISO/W3C GDSN/SAN • BISG (US) – Metadata – Subjects – Supply-chain (EDI) – Identifiers & Workflow • EDItEUR – ONIX Int Steering Committee – Thema Int Steering Committee • BTLF (Quebec)
  • 35. BNC Bibliographic Committee Canadian English Language – National Group for ONIX – National Group for Thema
  • 36. Diversity Equity Inclusion Identity Indigeneity & Justice for book subjects & author promotion A place for participation Both BISAC and Thema are adding values to help buyers find books that include various diversity related values. Getting it right is hard as evidenced by the rapid decline in use of “own voices” after it was found the association lead to potentially unsafe and uncomfortable situations for book authors. As much as we want a button that will make it easy to create a timely list bird books by black authors, or just to promote well vetted list for use during Indigenous or Black History months, getting it right takes well thought out positions and choices. Big problems are solved by participation and sharing of information.
  • 38. Slide Title • slide text – bullets • lot of text – more bullets