Opening Keynote: From where we are to where we want to be: The future of resource discovery from a UK perspective
Neil Grindley, Head of Resource Discovery, Jisc
A billion lessons learned on ways to make Discovery better: What has Gale learned about Discovery Services and how can we re-imagine Discovery together?
Karen McKeown, Director, Product Discovery, Usage and Analytics, Gale | Cengage Learning
Where Do We Go From Here? Assessing the Value and Impact of Discovery Systems
Michael Levine-Clark, Professor / Associate Dean for Scholarly Communication and Collections Services, University of Denver Libraries
Jason S Price, PhD, Director of Licensing Operations, SCELC Library Consortium
Opening Keynote: From where we are to where we want to be: The future of resource discovery from a UK perspective
Neil Grindley, Head of Resource Discovery, Jisc
A billion lessons learned on ways to make Discovery better: What has Gale learned about Discovery Services and how can we re-imagine Discovery together?
Karen McKeown, Director, Product Discovery, Usage and Analytics, Gale | Cengage Learning
Where Do We Go From Here? Assessing the Value and Impact of Discovery Systems
Michael Levine-Clark, Professor / Associate Dean for Scholarly Communication and Collections Services, University of Denver Libraries
Jason S Price, PhD, Director of Licensing Operations, SCELC Library Consortium
Presented at the OCLC Research Library Partnership meeting by Senior Program Officer, Karen Smith-Yoshimura and hosted by the University of Sydney in Sydney, NSW Australia, 17 February 2017. This meeting provided an opportunity for Research Library Partners to touch base with each other on issues of common concern and explore possible areas of future engagement with the OCLC Research Library Partnership and OCLC Research.
NISO Two Day Virtual Conference:
Using the Web as an E-Content Distribution Platform:
Challenges and Opportunities
Oct 21-22, 2014
Frances Pinter, Founder and Executive Director, Knowledge Unlatched
OA in the Library Collection: The Challenge of Identifying and Managing Open ...NASIG
Librarians, researchers, and the general public have largely embraced the concept of open access (OA). Yet, incorporating OA resources into existing discovery and tracking systems is often a complicated process. Open access material can be delivered through a variety of publishing or archival mechanisms, creating certain challenges, particularly for those managing e-resources. Although an increasing proportion of research output is becoming open access each year, organization and discovery of these resources remains imperfect.
The debate between the relative merits of Green and Gold OA is regularly discussed in academic circles but less attention is devoted towards Hybrid OA and the challenges inherent in this model. Most major publishers offer open access through one or more of these models, but open access metadata standards seem to be lacking among these content providers. The presenters will discuss some of these challenges identified in the literature and through other mechanisms, including data gathered by NISO and an original survey. By identifying these issues, the scholarly communication community can work together to improve discovery for end users.
Chris Bulock
Electronic Resources Librarian, SIUE Lovejoy Library
Chris is an Electronic Resources Librarian and NASIG member from the St. Louis area. His research and work are focused on improving the library user's experience. Chris is the recipient of the 2012 HARRASSOWITZ Charleston Conference Scholarship.
Nathan Hosburgh
Discovery & Systems Librarian, Rollins College
Nate Hosburgh is currently the Discovery & Systems Librarian at Rollins College in Winter Park, Florida as part of a revamped Collections & Systems department that includes ILL, collection development, acquisitions, systems, and technical services. Previously, he held positions managing e-resources at Montana State University and managing interlibrary loan & document delivery at Florida Institute of Technology in Melbourne
NISO Two Day Virtual Conference:
Using the Web as an E-Content Distribution Platform:
Challenges and Opportunities
Oct 21-22, 2014
Maryann Martone, Ph.D., Professor of Neuroscience, University of California, San Diego
Kimberly Silk, Data Librarian, Martin Prosperity Institute at
Rotman School of Management, University of Toronto, presented during the Nov. 13, 2014 Library Connect Webinar on the services she provides as an embedded data librarian for a research institute.
NISO Two Day Virtual Conference:
Using the Web as an E-Content Distribution Platform:
Challenges and Opportunities
Oct 21-22, 2014
John Mark Ockerbloom, Digital Library Architect and Planner, University of Pennsylvania
Library Assessment Toolkit & Dashboard Scoping Research Final Report and Path...Megan Hurst
Athenaeum21 is pleased to announce the public release of “Library Assessment Toolkit & Dashboard Scoping Research Final Report and Path Forward." The report is the culmination of a six-month research project in collaboration with the University Library of the University of California, Davis; the Bodleian Libraries of the University of Oxford; and the Staats und Universitätsbibliothek, Göttingen, Germany. The research project examined how libraries currently assess their resources and services, and areas of opportunity to streamline and visualize library performance through a common and customizable set of key performance indicators (KPIs) and dashboard modules. The research team interviewed library assessment leaders and practitioners across diverse institutions and geographies, and reviewed the current landscape of technology, tools, and services addressing their needs.
[Click and drag to move]
The report concludes that "the majority of library managers approach assessment and evaluation in an ad hoc and reactive manner as questions arise. Managers spend valuable time manually collecting, cleaning, and normalizing data from diverse systems, and then perform one-time or static interpretations. The library managers that we interviewed during our research felt that the availability of a toolkit and dashboard could free them to probe and interpret more data, think more strategically, and develop more meaningful questions about measuring and evaluating library performance. While the scoping research focused on the performance of research libraries, the proposed toolkit and dashboard framework could be adopted and customized by any type of library, including smaller college and university libraries, community college libraries, and public libraries. Institutionalizing the project through sponsorship by an appropriate body or syndicate of libraries would help assure its extensibility nationally and internationally."
What does success look like when it comes to library discoverability? Index based discovery systems have seen a dramatic rate of adoption since introduction to the research ecosystem in 2009, with more than 9,000 libraries relying on a discovery system to provide users with a comprehensive index to their offerings. Some issues bar the way to providing this comprehensive view, but many challenges have been overcome through collaboration between libraries, content providers and discovery partners. The NISO ODI initiative began to examine these issues in 2011, and released a best practice in June 2014.
Speakers will highlight examples of successful collaboration, note continued areas of challenge, and provide insight on how the Open Discovery Initiative Conformance Checklists can be used as a mechanism to evaluate content provider or discovery provider conformance with the best practice.
This presentation was provided by Jill Emery of Portland State University during a NISO webinar on the topic of OA and acquisitions, delivered on Sept 7, 2016
This presentation was given during the NISO Update session at ALA in Orlando Florida on June 26, 2016. The speaker was Elise Sassone of Springer-Nature.
This talk focused on the status of the NISO Link Origin Tracking Initiative, given at the NISO Standards Update at ALA Annual Conference 2016. The presenter was Nettie Lagace of NISO
Mike Mertens, Deputy Director and Data Services Manager, Research Libraries UK, presented during the Nov. 13, 2014 Library Connect Webinar on linked open data.
This presentation was given during the ALA 2016 NISO Standards Update on June 26, 2016. The presenter is Marlene Van Ballegoie of the University of Toronto
This session will comprise a talk with a panel of speakers
looking at KBART: seven years later (since the publication
of the first set of recommendations up to today). The panel
will discuss the changes on the e-resources metadata
landscape, the benefits of KBART and the challenges of
its implementation. Today poor metadata in the electronic
resources supply chain is still a problem. The panel will
use practical examples to explain how metadata creation,
consumption and usage are marked by the constant
requirement of finding the balance between available
resources (technical and human) and end user discoverability
needs. The KBART Standing Committee sees the
implementation of KBART recommendations as a community
effort from a range of stakeholders (content providers,
knowledge bases, link resolvers and librarians).
Closing Presentation: What Do YOU Think the Future of Library Resource Discovery will be?
Peter Murray, Library Technologist and blogger at the Disruptive Library Technology Jester
Presented at the OCLC Research Library Partnership meeting by Senior Program Officer, Karen Smith-Yoshimura and hosted by the University of Sydney in Sydney, NSW Australia, 17 February 2017. This meeting provided an opportunity for Research Library Partners to touch base with each other on issues of common concern and explore possible areas of future engagement with the OCLC Research Library Partnership and OCLC Research.
NISO Two Day Virtual Conference:
Using the Web as an E-Content Distribution Platform:
Challenges and Opportunities
Oct 21-22, 2014
Frances Pinter, Founder and Executive Director, Knowledge Unlatched
OA in the Library Collection: The Challenge of Identifying and Managing Open ...NASIG
Librarians, researchers, and the general public have largely embraced the concept of open access (OA). Yet, incorporating OA resources into existing discovery and tracking systems is often a complicated process. Open access material can be delivered through a variety of publishing or archival mechanisms, creating certain challenges, particularly for those managing e-resources. Although an increasing proportion of research output is becoming open access each year, organization and discovery of these resources remains imperfect.
The debate between the relative merits of Green and Gold OA is regularly discussed in academic circles but less attention is devoted towards Hybrid OA and the challenges inherent in this model. Most major publishers offer open access through one or more of these models, but open access metadata standards seem to be lacking among these content providers. The presenters will discuss some of these challenges identified in the literature and through other mechanisms, including data gathered by NISO and an original survey. By identifying these issues, the scholarly communication community can work together to improve discovery for end users.
Chris Bulock
Electronic Resources Librarian, SIUE Lovejoy Library
Chris is an Electronic Resources Librarian and NASIG member from the St. Louis area. His research and work are focused on improving the library user's experience. Chris is the recipient of the 2012 HARRASSOWITZ Charleston Conference Scholarship.
Nathan Hosburgh
Discovery & Systems Librarian, Rollins College
Nate Hosburgh is currently the Discovery & Systems Librarian at Rollins College in Winter Park, Florida as part of a revamped Collections & Systems department that includes ILL, collection development, acquisitions, systems, and technical services. Previously, he held positions managing e-resources at Montana State University and managing interlibrary loan & document delivery at Florida Institute of Technology in Melbourne
NISO Two Day Virtual Conference:
Using the Web as an E-Content Distribution Platform:
Challenges and Opportunities
Oct 21-22, 2014
Maryann Martone, Ph.D., Professor of Neuroscience, University of California, San Diego
Kimberly Silk, Data Librarian, Martin Prosperity Institute at
Rotman School of Management, University of Toronto, presented during the Nov. 13, 2014 Library Connect Webinar on the services she provides as an embedded data librarian for a research institute.
NISO Two Day Virtual Conference:
Using the Web as an E-Content Distribution Platform:
Challenges and Opportunities
Oct 21-22, 2014
John Mark Ockerbloom, Digital Library Architect and Planner, University of Pennsylvania
Library Assessment Toolkit & Dashboard Scoping Research Final Report and Path...Megan Hurst
Athenaeum21 is pleased to announce the public release of “Library Assessment Toolkit & Dashboard Scoping Research Final Report and Path Forward." The report is the culmination of a six-month research project in collaboration with the University Library of the University of California, Davis; the Bodleian Libraries of the University of Oxford; and the Staats und Universitätsbibliothek, Göttingen, Germany. The research project examined how libraries currently assess their resources and services, and areas of opportunity to streamline and visualize library performance through a common and customizable set of key performance indicators (KPIs) and dashboard modules. The research team interviewed library assessment leaders and practitioners across diverse institutions and geographies, and reviewed the current landscape of technology, tools, and services addressing their needs.
[Click and drag to move]
The report concludes that "the majority of library managers approach assessment and evaluation in an ad hoc and reactive manner as questions arise. Managers spend valuable time manually collecting, cleaning, and normalizing data from diverse systems, and then perform one-time or static interpretations. The library managers that we interviewed during our research felt that the availability of a toolkit and dashboard could free them to probe and interpret more data, think more strategically, and develop more meaningful questions about measuring and evaluating library performance. While the scoping research focused on the performance of research libraries, the proposed toolkit and dashboard framework could be adopted and customized by any type of library, including smaller college and university libraries, community college libraries, and public libraries. Institutionalizing the project through sponsorship by an appropriate body or syndicate of libraries would help assure its extensibility nationally and internationally."
What does success look like when it comes to library discoverability? Index based discovery systems have seen a dramatic rate of adoption since introduction to the research ecosystem in 2009, with more than 9,000 libraries relying on a discovery system to provide users with a comprehensive index to their offerings. Some issues bar the way to providing this comprehensive view, but many challenges have been overcome through collaboration between libraries, content providers and discovery partners. The NISO ODI initiative began to examine these issues in 2011, and released a best practice in June 2014.
Speakers will highlight examples of successful collaboration, note continued areas of challenge, and provide insight on how the Open Discovery Initiative Conformance Checklists can be used as a mechanism to evaluate content provider or discovery provider conformance with the best practice.
This presentation was provided by Jill Emery of Portland State University during a NISO webinar on the topic of OA and acquisitions, delivered on Sept 7, 2016
This presentation was given during the NISO Update session at ALA in Orlando Florida on June 26, 2016. The speaker was Elise Sassone of Springer-Nature.
This talk focused on the status of the NISO Link Origin Tracking Initiative, given at the NISO Standards Update at ALA Annual Conference 2016. The presenter was Nettie Lagace of NISO
Mike Mertens, Deputy Director and Data Services Manager, Research Libraries UK, presented during the Nov. 13, 2014 Library Connect Webinar on linked open data.
This presentation was given during the ALA 2016 NISO Standards Update on June 26, 2016. The presenter is Marlene Van Ballegoie of the University of Toronto
This session will comprise a talk with a panel of speakers
looking at KBART: seven years later (since the publication
of the first set of recommendations up to today). The panel
will discuss the changes on the e-resources metadata
landscape, the benefits of KBART and the challenges of
its implementation. Today poor metadata in the electronic
resources supply chain is still a problem. The panel will
use practical examples to explain how metadata creation,
consumption and usage are marked by the constant
requirement of finding the balance between available
resources (technical and human) and end user discoverability
needs. The KBART Standing Committee sees the
implementation of KBART recommendations as a community
effort from a range of stakeholders (content providers,
knowledge bases, link resolvers and librarians).
Closing Presentation: What Do YOU Think the Future of Library Resource Discovery will be?
Peter Murray, Library Technologist and blogger at the Disruptive Library Technology Jester
The good, the efficient and the open - changing research workflows and the ne...Bianca Kramer
presented at the Geneva Workshop on Innovations in Scholarly Communication (OAI9), Geneva, June 18, 2015
Science is in transition. If all goes well, the transition is towards more open, efficient and honest/reproducible practices. Libraries should move with this change by supporting open science instead of just open access. Building on their successful project "101 innovations in scholarly communication" Jeroen Bosman and Bianca Kramer present their interpretations of what is going on and can be expected in the six phases of the research cycle. They have tested their hypothetical workflows and show how real, day-to-day research workflows are changing from traditional to modern, innovative and experimental. These changes are reflected in tools and sites people use in various phases of that workflow. They might for example change from Web of Science → SPSS → Word+Endnote → Nature → ResearcherID → Impact Factors to Sparrho → ROpenScience+IPythonNotebooks → WriteLateX+Docear → The Winnower → Kudos → Publons+PubPeer. The way new generations of researchers work affects how information will be discovered, re-used, created, shared, communicated and assessed. There are huge opportunities for libraries and other stakeholders to contribute and work with the research community, but only if they are well prepared!
Small steps-big-opportunities-brussels-open-access-week-2015-kramer-bosman sl...Bianca Kramer
Presentation on 'Innovations in scholarly communication' for Open Access 2015 meeting, Brussels, October 21, 2015. Slides in pdf format.
See also http://101innovations.wordpress.com
Presentatie over Altmetrics & Mendeley voor AIOTHO's (artsen in opleiding tot huisarts en onderzoeker) 29 november 2012
NB. Mendeley wordt niet uitbebreid behandeld in slides (ivm live demonstratie)
Introduction series to Scholarly Communication (for Doctorate Support Group)Nurhazman Abdul Aziz
Presented at the DSG 1st Meet Up in University of Malaya, these are some of my workshop that I am proposing to the community in DSG. If you are interested, please do contact me.
March 18 NISO Two Part Webinar: Is Granularity the Next Discovery Frontier? Part 2: The Business Complexities of Granular Discovery
Introduction
Nettie Lagace, Associate Director for Programs, NISO
Granular Discovery: A Discipline-Based Approach
Andrea Eastman-Mullins, Chief Operating Officer, Alexander Street Press
Making Open Data Discoverable
Dan Valen, Product Specialist, figshare
When Granularity Met Discovery: The Complexities of Granular Content Discovery
Dave Hovenden, Content Operations Manager, the Summon® Service, ProQuest
Empirical librarianship - workshop KNVI congres 12 november 2015Bianca Kramer
De bibliotheek als onderzoeker - een actieve sessie waarin u aan het denken wordt gezet over het gebruik van onderzoek, hoe simpel of klein ook, bij het innoveren in bibliotheken.
Resultaten van de workshop zoals gehouden tijdens het KNVI congres op 12 november 2015 door Bianca Kramer en Jeroen Bosman.
Al het workshopmateriaal (handleiding en template kaartjes) is te downloaden via Figshare: http://dx.doi.org/10.6084/m9.figshare.1619731
Current trends in library management systems Morten Nielsen
Marshall Breeding will present his view of the current state of the art of library management systems, the role of discovery products to improve end-user experiences, and give some perspective on what's emerging in the near future in the technologies that libraries will need to manage their operations and to provide services to their users.
Descubrimiento, entrega de información y gestión: tendencias actuales de las ...innovatics
Explora el ámbito de los servicios de descubrimiento basados en índices, orientado al ámbito de las bibliotecas académicas, incluyendo Primo de Ex Libris, Summon de ProQuest, Discovery Service de Ebsco y Discovery Service de OCLC WorldCat.
Se aborda la Iniciativa Open Discovery y la reciente tendencia hacia una mayor participación por parte de los proveedores de contenidos. Se discute acerca de las tecnologías más adecuadas para las bibliotecas que tienen mayor preocupación por la participación del usuario, sobre el acceso a los libros impresos y electrónicos, con menos restricciones para los artículos académicos que se encuentran en Descubrimiento. Se presenta el papel de las interfaces de descubrimiento de código abierto tales como VuFind y Blacklight. Se aborda el estado de la nueva generación de plataformas de servicios de la biblioteca. La presentación ofrecerá los aspectos más destacados de la industria de automatización de la biblioteca global, con especial atención a los protagonistas y tendencias en América Latina. Basado en el "Informe 2014 de los Sistemas de Bibliotecas" http://www.americanlibrariesmagazine.org/article/library-systems-report-2014
Abstract
Discovery, delivery, and management: the current wave of new library technologies and industry trends
Explore the realm of index-based discovery services oriented more to academic libraries, including Ex Libris Primo, ProQuest Summon, EBSCO Discovery Service, and OCLC WorldCat Discovery Service. An update on the Open Discovery Initiative and the recent movement toward more participation by content providers. Discuss technologies better suited for public libraries that have more concerns for customer engagement, access to print and electronic books, with less stringent requirements for article-level discovery of scholarly resources. The role of open source discovery interfaces such as VuFind and Blacklight. The status of the new generation of library services platforms. The presentation will provide highlights of global library automation industry, with a focus on the players and trends in Latin America Based on “Library Systems Report 2014” http://www.americanlibrariesmagazine.org/article/library-systems-report-2014
An introduction to the background, history, scope, and activities of the NISO Open Discovery Initiative. Part of the "Everyone's a player: Creation of standards in a fast-paced shared world" session.
Presenter: Marshall Breeding
To appreciate the paradigm shift involved in the next generation search systems one needs to look back at the traditional approach to resource discovery and compare to the new trends. Here I focus on three aspects:
• Databases versus search engines
• Federated versus integrated search
• Integrated versus modular architecture.
Implementing web scale discovery services: special reference to Indian Librar...Nikesh Narayanan
Web scale Discovery services arebecoming the widely adopted Information Retrieval solution in libraries across the world to connect its patrons with the relevant information they seek. In lieu with the world trend, Resources Discovery Solution implementation is gathering momentum in Indian libraries also.
Considering the Indian Libraries scenario, this paper attempts to provide an overview of Library Web Scale Discovery solutions, its need in Indian Libraries, important parameters to be considered for evaluation of Discovery Services, essential factors to be considered prior to implementation, stages of implementation and finally some thoughts on post implementation analysis for measuring the success.
This presentation was provided by Marshall Breeding, Independent Consultant and Founder of Library Technology Guides; Co-Chair, ODI Working Group, at the
2012 NISO Standards Update at ALA.
PSP 2018 - The Changing discovery landscape: Tools and services from wileyMatthew Ragucci
This presentation covers the various methods in which Wiley is committed to enhancing discoverability of its content. This will cover the operational aspects of Wiley’s data sharing workflows and the perceived impact on libraries and their users. A special emphasis will be placed on the strategic partnerships with library solutions providers Wiley has developed and maintains in order to ensure robust product-level metadata is effectively distributed to optimize content discovery.
Libraries, RDM and e-infrastructure requirementsSusan Reilly
Presentation by S.K. Reilly on the e-infrastructure requirements of libraries and the LERU Roadmap for Research Data. Presented at the EIRG meeting, Athen, 10 June, 2014
Today’s library discovery services are primarily based upon indexes derived from journals, e-books and other electronic information of a scholarly nature. The content comes from a range of information providers and products--commercial, open access, institutional, etc. By indexing the content in advance, discovery services have the ability to deliver more sophisticated services with instant performance, compared to the federated search techniques used previously. Libraries increasingly rely on index-based discovery services as their strategic interfaces through which their patrons gain access to the rapidly growing breadth of information that may be available to them.
This webinar will discuss the challenges of operating a centralized index-based discovery system. Learn about their strengths, and their weaknesses, the needs for standards and best practices in this arena, how libraries and providers can assess the usage, and how libraries can satisfy audiences with different needs--ranging from undergraduates to faculty across every discipline.
IR Strangelove or: How I Learned to Stop Worrying and Love the Institutional ...OCLC Research
A view of the research support landscape and RLG partnership activities to help academic librarians provide better services. Given at the Spring CNI briefing in Minneapolis April 6, 2009.
By Ricky Erway, OCLC Research
This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.
This presentation was provided by William Mattingly of the Smithsonian Institution, during the closing segment of the NISO training series "AI & Prompt Design." Session Eight: Limitations and Potential Solutions, was held on May 23, 2024.
This presentation was provided by William Mattingly of the Smithsonian Institution, during the seventh segment of the NISO training series "AI & Prompt Design." Session 7: Open Source Language Models, was held on May 16, 2024.
This presentation was provided by William Mattingly of the Smithsonian Institution, during the sixth segment of the NISO training series "AI & Prompt Design." Session Six: Text Classification with LLMs, was held on May 9, 2024.
This presentation was provided by William Mattingly of the Smithsonian Institution, during the fifth segment of the NISO training series "AI & Prompt Design." Session Five: Named Entity Recognition with LLMs, was held on May 2, 2024.
This presentation was provided by William Mattingly of the Smithsonian Institution, during the fourth segment of the NISO training series "AI & Prompt Design." Session Four: Structured Data and Assistants, was held on April 25, 2024.
This presentation was provided by William Mattingly of the Smithsonian Institution, during the third segment of the NISO training series "AI & Prompt Design." Session Three: Beginning Conversations, was held on April 18, 2024.
This presentation was provided by Kaveh Bazargan of River Valley Technologies, during the NISO webinar "Sustainability in Publishing." The event was held April 17, 2024.
This presentation was provided by Dana Compton of the American Society of Civil Engineers (ASCE), during the NISO webinar "Sustainability in Publishing." The event was held April 17, 2024.
This presentation was provided by William Mattingly of the Smithsonian Institution, during the second segment of the NISO training series "AI & Prompt Design." Session Two: Large Language Models, was held on April 11, 2024.
This presentation was provided by Teresa Hazen of the University of Arizona, Geoff Morse of Northwestern University. and Ken Varnum of the University of Michigan, during the Spring ODI Conformance Statement Workshop for Libraries. This event was held on April 9, 2024
This presentation was provided by William Mattingly of the Smithsonian Institution, during the opening segment of the NISO training series "AI & Prompt Design." Session One: Introduction to Machine Learning, was held on April 4, 2024.
This presentation was provided by William Mattingly of the Smithsonian Institution, for the eight and final session of NISO's 2023 Training Series on Text and Data Mining. Session eight, "Building Data Driven Applications" was held on Thursday, December 7, 2023.
This presentation was provided by William Mattingly of the Smithsonian Institution, for the seventh session of NISO's 2023 Training Series on Text and Data Mining. Session seven, "Vector Databases and Semantic Searching" was held on Thursday, November 30, 2023.
This presentation was provided by William Mattingly of the Smithsonian Institution, for the sixth session of NISO's 2023 Training Series on Text and Data Mining. Session six, "Text Mining Techniques" was held on Thursday, November 16, 2023.
This presentation was provided by William Mattingly of the Smithsonian Institution, for the fifth session of NISO's 2023 Training Series on Text and Data Mining. Session five, "Text Processing for Library Data" was held on Thursday, November 9, 2023.
This presentation was provided by Todd Carpenter, Executive Director, during the NISO webinar on "Strategic Planning." The event was held virtually on November 8, 2023.
This presentation was provided by Rhonda Ross of CAS, a division of the American Chemical Society, and Jonathan Clark of the International DOI Foundation, during the NISO webinar on "Strategic Planning." The event was held virtually on November 8, 2023.
This presentation was provided by William Mattingly of the Smithsonian Institution, for the fourth session of NISO's 2023 Training Series on Text and Data Mining. Session four, "Data Mining Techniques" was held on Thursday, November 2, 2023.
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2015 NISO Forum: The Future of Library Resource Discovery
1. Working out the Future of
Library Resource
Discovery
Marshall Breeding
Independent Consultant,
Founder and Publisher,
Library Technology Guides
http://www.librarytechnology.org/
http://twitter.com/mbreeding
October 5, 2015 NISO Event: Future of Library Resource Discovery
http://www.niso.org/publications/white_papers/discovery
2. Description
Marshall Breeding will highlight some of the key
findings of the white paper he developed for the
NISO Discovery to Delivery topic committee. The
presentation will include some updated information
on the state of the current arena of commercial and
open source discovery services, including trends in
adoption and new technical and functional
capabilities. Looking forward, Breeding will mention
some longer-term possibilities and opportunities for
discovery services to move beyond the current
models of centralized indexes, including greater
reliance on semantic technologies and linked data.
8. Online Catalog
Books, Journals,
and Media at the
Title Level
Not in scope:
Articles
Book Chapters
Digital objects
Scope of Search
Search:
Search Results
ILS Data
9. NOTIS: MDAS
Multiple Database Access System
Released in 1989
Article-level indexing (Mostly Wilson
Databases)
Grant supported by Pew Charitable Trusts
Development Partners: NOTIS and Vanderbilt
University
See: Steffey, RJ. “NOTIS multiple database access
system: a look behind the scenes” Online , v14 n5 p46-49
Sep 1990
10. Next-gen Catalogs or Discovery
Interface
Single search box
Query tools
Did you mean
Type-ahead
Relevance ranked results
Faceted navigation
Enhanced visual displays
Cover art
Summaries, reviews,
Recommendation services
Books, Journals, and
Media at the Title
Level
Other local and open
access content
Not in scope:
Articles
Book Chapters
Digital objects
Scope of Search
11. Discovery Interface search model
Search:
Digital
Collections
ProQuest
EBSCOhost
…
MLA
Bibliography
ABC-CLIO
Search Results
Real-time query and
responses
ILS Data
Local
Index
MetaSearch
Engine
12. Web-scale Index-based Discovery
Search:
Digital
Collections
Web Site
Content
Institutional
Repositorie
s
…
E-Journals
Reference
Sources
Search Results
Pre-built harvesting
and indexing
ConsolidatedIndex
ILS Data
Aggregated
Content
packages
(2009- present)
Usage-
generated
Data
Customer
Profile
Open
Access
13. Evaluating the Performance of
Index-based Discovery Services
Intense competition: how well the index covers
the body of scholarly content stands as a key
differentiator
Difficult to evaluate based on numbers of items
indexed alone.
Important to ascertain how your library’s
content packages are represented by the
discovery service.
Important to know what items are indexed by
citation, which are full text, and how A&I
content is handled
14. Open Discovery Initiative
Libraries
Publishers
Service Providers
14
Marshall Breeding, Vanderbilt University
Jamene Brooks-Kieffer, Kansas State University
Laura Morse, Harvard University
Ken Varnum, University of Michigan
Sara Brownmiller, University of Oregon
Lucy Harrison, College Center for Library
Automation (D2D liaison/observer)
Michele Newberry
Lettie Conrad, SAGE Publications
Roger Schonfeld, ITHAKA/JSTOR/Portico
Jeff Lang, Thomson Reuters
Linda Beebe, American Psychological Assoc
Aaron Wood, Alexander Street Press
Jenny Walker, Ex Libris Group
John Law, Serials Solutions
Michael Gorrell, EBSCO Information Services
David Lindahl, University of Rochester (XC)
Jeff Penka, OCLC (D2D liaison/observer)
15. The Context for ODI
Based on a meeting at ALA Annual Conference in
New Orleans on Sunday, June 26, 2011.
Recognition of the following trends and issues:
Emergence of Library Discovery Services solutions
Based on index of a wide range of content
Commercial and open access
Primary journal literature, e-books, 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.
15
16. ODI deliverables
Standard vocabulary
NISO Recommended Practice:
Data format & transfer
Communicating content rights
Levels of indexing, content availability
Linking to content
Usage statistics
Evaluate compliance
Inform and Promote Adoption
16
17. ODI Recommended Practices
Published June 25, 2014
NISO RP-19-2014
http://www.niso.org/workrooms/odi/
http://www.niso.org/workrooms/odi/publications/rp/rp-19-2014
Metadata elements for content providers to contribute to
discovery service providers
Content providers disclose extent to which they participate
with each discovery service
Discovery Service providers disclose what content is
represented in index
Discovery services disclose any bias in search results or
relevancy relative to business relationships
Discovery services provide use statistics
18. NISO Discovery White Paper
Commissioned by NISO Discovery to Delivery
Topic Committee
First Draft Nov 2014
Revised based on feedback from D2D
Published Feb 20, 2015
Launched at ER&L
19. NISO Discovery Paper Outline
General Background
Integration between Discovery Services and
Management Systems
Linked Data
Gap Analysis
Opportunities for Future Enhancements in
discovery
Discovery Beyond Library-provided Interfaces
Open Discovery Initiative: recommendations for
Phase II
Longer term prospects
21. Library Perspective
Strategic investments in subscriptions
Strategic investments in Discovery Solutions to
provide access to their collections
Expect comprehensive representation of
resources in discovery indexes
Problem with access to resources not represented in
index
Encourage all publishers to participate and to lower
thresholds of technical involvement and clarify the
business rules associated with involvement
Need to be able to evaluate the coverage and
performance of competing index-based discovery
products
22. Value and Economy
Academic and research libraries spend far more
of their budgets on content than resource
management or discovery technologies
Discovery represents essential infrastructure to
maximize impact of library collections
Resource management represents essential
infrastructure to assemble and assess optimal
collection to support library mission
Ever increasing costs of content exert pressure on
budgets and demand more effective discovery
and more efficient management
23. Role of the library in discovery
Acquisition and Management of resources
Integrate content into campus enterprise
infrastructure and information architecture
Provide general and specialized interfaces
Participate in production and publication
Participate more deeply in research process
Manage content on behalf on the institution in
ways that optimize access and discovery.
24. Web-scale Index-based Discovery
Search:
Digital
Collections
Web Site
Content
Institutional
Repositorie
s
…
E-Journals
Reference
Sources
Search Results
Pre-built harvesting
and indexing
ConsolidatedIndex
ILS Data
Aggregated
Content
packages
(2009- present)
Usage-
generated
Data
Customer
Profile
Open
Access
25. Bento Box Discovery Model
Search:
Digital
Collections
Web Site
Content
Institutional
Repositorie
s
E-Journals
Search Results
Pre-built harvesting
and indexingConsolidatedIndex
ILS Data
Aggregated
Content
packages
Open
Access
VuFind /
Blacklight
26. State of Discovery indexes
Very strong coverage of primary publishers of
scholarly materials
Especially English and other Western Languages
Weaker coverage of scholarly content in other
international regions
Asian languages, Arabic, etc.
Mixed coverage of A&I resources
Mixed converge of non-textual resources
27. Some Key Areas for Publishers
1. Expose content appropriately
2. Trust that access to material will be
controlled consistent with subscription
terms
3. “Fair” Linking
4. Materials not disadvantaged or
underrepresented in library discovery
implementations
5. Usage reporting
28. Representation of A&I
Important to understand how a discovery
service incorporates A&I resources
Does it receive content from the A&I provider
directly and make use of value-added terminology
If not: citations or full-text indexing of some
portion of the titles represented in the A&I product
NOT the same, and possibly misleading
28
29. A&I Content in Discovery
Services
What is the place for A&I services in the
discovery ecosystem
Are there technology solutions capable of
substituting for A&I content?
Specialized and scoped search methodologies
Clustering, term extraction, etc.?
Specialized vocabulary and other metadata
make positive contributions to the discovery
process
Researchers value A&I tools
30. ODI Standing Committee
Libraries
Publishers
Service Providers
30
Marshall Breeding, Independent Consultant
Laura Morse, Harvard University
Jason Price, SCELC
Ken Varnum, University of Michigan
Dave Whisenant, Florida Virtual Campus
Lettie Conrad, SAGE Publications
Michael McFarland, CredoReference
Jill O’Neill, NFAIS
Elise Sassone, Springer
Aaron Wood, Ingram Content Group
Julie Zhu, IEEE
Scott Bernier, EBSCO Information Services
Steven Guttman, Proquest
Rachel Kessler, Ex LIbris
John McCullough, OCLC
31. ODI Standing Committee
The Open Discovery Initiative Standing Committee was formed
following approval of the Recommended Practice published by NISO
on June 25, 2014
We are charged with the following tasks:
• Promotion and education of ODI Recommended Practice for all
stakeholders
• Provide support for content providers and discovery service providers
during adoption and completion of conformance checklists
• Provide a forum for ongoing discussion related to all aspects of
discovery platforms for all stakeholders
• Consider next steps for items deemed out scope from the original ODI
Work Group Recommended Practice
• Identify emerging needs in the open discovery space and determine
appropriate courses of action
• Make recommendations to the D2D topic committee on further work
items required to fulfill the goals of the Open Discovery Initiative
31
33. Challenge for Relevancy
Technically feasible to index hundreds of
millions or billions of records through Lucene
or SOLR
Difficult to order records in ways that make
sense
Expectation that relevancy be neutral relative
to content source or publisher
Many fairly equivalent candidates returned for
any given query
Must rely on use-based and social factors to
improve relevancy rankings
34. Relevancy
Ever-improving, yet flaws remain
Increased use of use data and personalize
context to identify and order search results
State of the art improving via more
sophisticated search and retrieval technology,
increased use of aggregated contextualized
data, and other factors
35. Socially-powered discovery
Leverage use data to increase effectiveness of
discovery
Usage data can identify important or popular
materials to inform relevancy engines
Identify related materials that may not
otherwise be uncovered through keyword
matching
Be careful to avoid introducing bias loops
36. Externalizing functionality
Provide tools and widgets in course
management platforms
Reading list management
Improving presentation via mobile devices
37. Open access content
Only a minority of scholarly resources
available through open access licenses
Difficult to identify open access versions
available
Often presented proprietary content when
open access is also available
38. Interoperability of Discovery
Services and Management
Platforms
Discovery and Management solutions offered as matched
sets
Ex Libris: Primo / Alma
ProQuest: Summon / Intota
OCLC: WorldCat Discovery Service / WorldShare Platform
Independent Discovery and Management
Kuali OLE: no discovery component
EBSCO Discovery Service: Works with any Resource
management system
Both product categories depend on an ecosystem of
interrelated knowledge bases
API’s exposed to mix and match, but are efficiencies and
synergies are lost?
Recommendation to explore expectation regarding
interoperability between these two product categories
40. Gap Analysis
Many resources still not addressed in central
indexes
Especially A&I products
Better coverage of open access materials
Better support for internationalization and
multilingual search and retrieval
Improved capabilities for precise search, known
items, browsing
Improved and more transparent relevancy
rankings
Non-textual content and retrieval mechanisms
Better integration with learning management
41. Opportunities for Enhancements in
Discovery
Improved delivery of APIs
More coherent ecosystem of APIs among
discovery services and with resource
management systems
Social features and scholarly collaboration
Address research data
Special Collections and archival materials:
hierarchical discovery and browsing
Expanded Analytics and Altmetrics
43. The future of Resource
Discovery
More comprehensive discovery indexes
Stronger technologies for search and retrieval
Discovery beyond library-provided interfaces
Linked Data to supplement discovery indexes
44. Universal participation
Barriers to participation soften as mutual
interest prevails over competitive conditions
Advantage to content providers to maximize
exposure of resources
Discovery providers gain value in functionality
as metadata becomes increasingly
commoditized
Essential to preserve value of indexing and
abstracting services
Content providers see discovery as a essential
channel for distribution
45. More Distributed Discovery
Address the reality that discovery takes place
outside of library provided interfaces
Optimized exposure in the ecosystem of
search engine and social network
Not Concentrated on the Library web site
Expression of discovery services via other
campus tools and portals and beyond
46. Multi-layered discovery
Native interfaces of specialized content
services
Disciplinary aggregations
General library discovery tools
Global Internet-based discovery
47. Discovery beyond Library
Interfaces
Improved performance of library content
through Google Scholar
Same expectations for transparency?
Better exposure of library-oriented content
Schema.org or other microdata formats
Better exposure of scholarly resources
Open access & Proprietary
Embedded tools in other campus interfaces
48. Part of the General Internet
Infrastructure
Scholarly content will be promoted via similar
mechanisms as commercial content
Additional levels of infrastructure to protect
privacy
Resource management and/or discovery tools
expose content items as open linked data
49. Library opts out of Discovery
Utrecht University Library
Decision to not implement a discovery service but
to rely entirely on Google Scholar and other
general and scholarly search engines
http://www.uu.nl/en/university-library/searching-
for-literature/searching-for-articles-books-theses
Kortekaas , Simone. “Thinking the unthinkable: a library without
a catalogue — Reconsidering the future of discovery tools for
Utrecht University library.” LIBER General Annual Conference
2012
50. Linked Data
Major trend toward information systems based on
linked data
Many projects now based on linked data
Area of peak interest for Library of Congress, OCLC,
etc
BIBFRAME
Potential to transform how libraries approach
discovery
Likely interim hybrid models: central indexes +
Linked Data
Current opportunities in making library content
more discoverable
51. Library adoption of Linked data
architecture
Not yet a fully operational method for library-
oriented content
Increasing representation of bibliographic
resources
BIBFRAME stands to make great impact
Universe of scholarly resources not well
represented
Will current expectations for content providers
to make metadata or full text available for
discovery expand to exposure as open linked
data?
52. Hybrid models
Can index-based search tools be improved
through Linked Data
Browse to related resources
Add additional hierarchies of structure to search
results
53. Will linked data models prevail?
Possibility that open linked data may
eventually supplant index-based products?
Index technology supplements fundamental
architecture based on linked data
54. Possibilities for Open Access
discovery index
Open source tools exist for discovery
Interfaces:
VuFind
Blacklight
No open access discovery indexes
High threshold of expense and difficulty to build
index
Platform costs
Software development
Publisher relations
Billions of content items to index and maintain
55. Current model requires massive
resources
Threshold of resources required currently too
high for open access central discovery index
Assessment might change if options narrowed
Opportunities to lower barriers to entry?
More open model more likely to come through
linked data discovery model
56. Commoditization of Central
Indexes
Knowledgebases of e-resource coverage
commoditized via KBART and other factors
Central index content likewise will eventually
become commoditized
Limited number of discovery service
platforms?
Value found in the synergies between library
resource management and optimized
discovery and delivery
57. Value in open scholarship
Hopefully the future will be based on open
access to scholarly research
Mandates from funding organizations will
transform scholarly communications
Current discovery models based on
preponderance of proprietary content
Future discovery must assume dominance of
open access publishing and underlying data
sets
58. Future of discovery service
products
Remain one of the essential components of library
technology infrastructure
Loosely or tightly tied to resource management
Increased sophistication in direct discovery and
delivery functionality
Increased expectation to syndicate content to
local and global discovery context
Investments made in creation of discovery service
platforms will provide leverage into each next
phase of scholarly information infrastructure
Scholarly publishing arena may change
dramatically in next decade.
59. Open Discovery Initiative:
recommendations for Phase II
Address A&I concerns to improve participation
Data exchange mechanisms: metadata +
content
Lower threshold of participation
Interoperability with resource management
systems
60. Potential Opportunities for
NISO
Convene a second phase of the Open Discovery
Initiative
Launch research project on open linked data in
scholarly publishing sector to facilitate new
models of discovery and access
Expand scope of Altmetrics group to address their
integration in discovery service ecosystem
Possible new workgroup to explore recommended
practices for improving discoverability of
resources via open linked data, schema.org, and
other mechanisms.
61. Longer term prospects
Opportunities for discovery directly tied to
realities in scholarly publishing
Dominance of proprietary publishing requires
index-based discovery
Future to open access and exposure as open
linked data will enable additional models of
discovery
62. An ongoing conversation
Now in a critical point for discovery
Current products evolve
Reaching limits of the prevailing architecture?
Current set of products and services an interim
step
Important for stakeholders to engage in
defining the future of library resource discovery
Future products must address expected
changes in scholarly publishing, library
priorities, and institutional strategies.
Publishers must decide what content is appropriate and at what level.
respect the rights of the publisher and be sensitive to their business needs.
Trust by the information provider that the information indexed is correct and updated. Sharing of information on the use of the indexed content. Show users only what they are allowed to see.
Authority – indicate the source of the record.
3. Fair linking by discovery providers – typically in the hands of the library via OpenURL link resolvers.
4. How can publishers assess use of their content in Discovery Services
Cmplexity and uncertainty pose barriers to participation