Nettie Lagace presentation Open Discovery Initiative April 5, 2016 http://erl2016.sched.org/event/5ZQ6/s36-01-open-discovery-initiative-priorities-and-directions

1. ODI - Open Discovery Initiative
Nettie Lagace
ER&L – April 5, 2016

2. ODI Refresher
Launched after ALA Annual 2011
• Emergence of Library Discovery Services solutions
– Based on index of a wide range of content
– Commercial and open access
– Primary journal literature, ebooks, and more
• Adopted by thousands of libraries around the
world, and impact millions of users
• Agreements between content providers and
discovery providers ad-hoc, not representative of
all content, and opaque to customers.
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3. ODI Working Group
2012-2014
Open Discovery Initiative: Promoting Transparency in
Discovery (NISO RP-19-2014) - June 26, 2014
• Vocabulary
• Shared definitions of terms & processes
• Metadata transfer guidelines
• Mechanisms to evaluate conformance with
recommended practice
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4. ODI Standing Committee
2014-today
• Formed summer of 2014.
• Following the ODI Recommended Practice document as
our guide, this standing ODI committee has the following
responsibilities:
– to promote educational opportunities about adoption of these
recommended practices
– to provide support for content providers and discovery
providers during adoption (including championship of self-check
conformance lists)
– to provide a forum for ongoing discussion related to all aspects
of discovery platforms for all stakeholders (content providers,
discovery providers, libraries), and
– to determine timing for next steps for ongoing work
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5. ODI Standing Committee Roster
Libraries
Publishers
Service Providers
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Marshall Breeding, Independent Consultant
Ken Chad, Ken Chad Consulting, Ltd.
Laura Morse, Harvard University
Jason Price, SCELC
Ken Varnum, University of Michigan
Dave Whisenant, Florida Virtual Campus
Lettie Conrad, SAGE Publications
Susan Hillson, APA
Elise Sassone, Springer
Karen McKeown, Gale/Cengage
Julie Zhu, IEEE
Scott Bernier, EBSCO Information Services Rachel Kessler, Ex Libris
Mike Showalter, OCLC

6. Standing Committee Progress
• Education & Publicity
• Guidance for Participants
– Content Providers
– Libraries
– Discovery Services
• Conformance Checklists

7. Education & Publicity
• Updated website with documentation and
other information resources
http://www.niso.org/workrooms/odi/
• Presentations at various library & vendor
conferences
• Articles in journals and trade magazines

8. Guidance for Participants
• One subgroup of ODI content provider
members is working with other providers to
answer questions and concerns about the
checklist
• One subgroup of ODI librarian members is
drafting information to help libraries
understand ODI
• Soon – a discovery service subgroup

9. Conformance Checklists
Developed checklists based on the
Recommended Practice for providers at
http://www.niso.org/workrooms/odi/conformance
• Checklists for
– Content Providers
– Discovery Providers
• Directory of Completed Checklists

10. Next Steps in Discovery
• Marshall Breeding white paper, February
2015: http://www.niso.org/publications/
white_papers/discovery/
• Discovery Forum, Baltimore, October 2015
• Task Force, ODI & D2D members
• … What Should NISO Do?

11. What Should NISO Do?
1. Openly Available Standardized KB Info
2. Pull off Meeting with Google & Vendors
3. Metadata Quality (at different levels)
4. Cross Language Search VIN ISO
5. Data Flows in Community
6. SUSHI for Holdings Data---Automated Exchange
7. Finding Missing Metadata
8. Multiple Data Entry. Data Exchange Between Systems
9. OP Status / Licensing & Supplement Material Metadata
10. Non-Traditional Content Handling
11. Scope Discovery Options to Match Holdings
12. Avoid Methodology for Access Rights ALA/IEEE
13. Configuration Guides – Things to Affect your Discovery Platform
14. Standard Vocabulary / Labeling Across Providers ---Build on
15. Information Sharing Platforms /Groups. Be Vehicle for Education “User Symposium” --- on Discovery
16. UX Testing and Generalizing Create Cross Institutional Testing and UX, Review Framework Testing
17. Helping to Evolve and Expand
18. Datafest –Modeling Exercise
19. Harness Linked Data in Implementing to Improve Consistency
20. Access Right Statements in BibFrame Environment
21. Holdings Availability Data Standards
22. Getting Direct Links to Content—OpenURL too Fragile --- Resource Type Definitions
23. Use Cases Gathering for Linked Data
24. Pin Point of Linking Data Reiterated
25. Lower Burdens of Personalization

12. Thank you! Questions?
http://www.niso.org/workrooms/odi/