The document summarizes the 2018 NISO Annual Membership Meeting. It discusses NISO's activities in 2017 including restructuring topic committees, developing new standards, educational programs, financial status, and international activities. It provides an overview of the agenda which focuses on NISO's value, strategic directions, and an open discussion of activities.

1. 2018 Membership Meeting
NISO Annual Report
of 2017 Activities
Todd Carpenter
Executive Director, NISO
June 23, 2018

2. 2018 Membership Meeting Overview
• Focusing on NISO’s Value-add to the community
• Restructuring NISO Topic Committee & Standards Portfolio
• NISO Strategic Directions 2018
• New NISO website
• NISO Information Organized - NISO i/o
• NISO Training and educational activities
• 2017 Financial update
• NISO Training and educational activities
• NISO Standards Program
• International Activities
• Open discussion of NISO activities
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3. What value does NISO add?
Engagement
Interoperability
Education
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4. Re-organize
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5. Topic Committee Sorting Exercise
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6. Reorganized NISO’s Topic Committees
• Information Creation & Curation (ICC)
• Information Discovery and Interchange (IDI)
• Information Policy & Assessment (IPA)
• All coordinated and overseen by
NISO Architecture Committee
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7. Setting a vision
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8. Improve
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9. New NISO.org!
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10. Thank you to EBSCO
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11. Iterate
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12. NISO Information Organized
NISO i/o
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13. Very Positive Membership Trends
Currently 83 voting members - Net (+19) from 2014
Nine new Voting Members in 2017
Apex CoVantage, LLC
ASTM International
Cabell's
Code Ocean
Duke University Press
Hypothes.is
Meta
SpringerNature
Taylor & Francis
Three new so far in 2018
Typefi
International Electrotechnical Commission (IEC)
eLife Sciences Publications
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14. Continuing Positive Membership Trends
Moderating growth in LSA Membership in 2017
Currently 141 LSA Members
5 new in 2017
2 new in 2018 so far
4 non-renewals in 2017/18
Up from only 31 LSA members in 2011!
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15. Membership trends 1998-2017
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0
50
100
150
200
250
19981999200020012002200320042005200620072008200920102011201220132014201520162017
NISO MEMBERSHIP 1998-2017
LSA
Members
Voting
Members

16. NISO Financial Report
(Audited Financial Statements & IRS 990 available upon request)
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17. Financial Update - Income
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$(200,000)
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016
NISO REVENUES 1998-2017
Sublease Income
Investment Income
Workshops/other
Revenues
Publications
Revenue/Subscriptions
Grants
Dues

18. Financial Update - Expenses
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$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016
NISO EXPENSES 1998-2018
Fundraising
General &
Administrative
Goverance
Membership Services
Education Services
International
Standards
Development
Publications

19. Financial Update – Surplus/Loss
$(400,000)
$(300,000)
$(200,000)
$(100,000)
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
19981999200020012002200320042005200620072008200920102011201220132014201520162017
NISO NET ASSETS & ANNUAL SURPLUS/LOSS 1998-2017
Note: Significant swings in deficits/surpluses shown represent the receipt of
multiple-year grants, which are received as cash & held as restricted assets.June 23, 2018
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20. NISO Standards Work
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21. Standards Completed
• STS: Standards Tag Suite – PUBLISHED
• Technical Report, Issues in Vocabulary Management –
Published
• Understanding Metadata Primer – Published
• Draft Framework on Data and Privacy in partnership with
Research Data Alliance - Released
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22. 2017/18 - New standards projects
LAUNCHED:
• Resource Access in the 21st Century (joint project with STM)
• Manuscript Exchange Common Approach (MECA)
• E-Book Metadata Working Group
• Open Source Implementation of MathML in Chromium
Revisions of ANSI/NISO Z39.18, .19, and .29
• ANSI/NISO Z39.18-2005 (R2010) Scientific and Technical
Reports - Preparation, Presentation, and Preservation
• ANSI/NISO Z39.19-2005 (R2010) Guidelines for the
Construction, Format, and Management of Monolingual
Controlled Vocabularies
• ANSI/NISO Z39.29-2005 (R2010) Bibliographic References
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23. Into 2019 - New standards projects
• PROJECTS UNDER DISCUSSION:
– Recommended Practice for Text & Data Mining Services
– Discovery of Video/AV content for scholarly publishing
– Preservation of Augmented Reality
– Packaging identifiers
– Badging of privacy support rules for RA21
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24. Educational Programs for 2017/18
• Monthly webinar series - 16 events
– 1,000+ sites registered in 2017, down slightly
– Average of nearly 4 people per site
• 6 Virtual Conferences
• In person meeting in Baltimore in May 2018
• Sold Out 2 XML standards for Standards Publishers
– First NISO meeting outside the USA in Geneva
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25. New Educational Program in 2017
• New program: NISO In-depth training
• An eight week online course providing information on
how to appropriately use APIs in the library and
publishing community.
• Ran from September through November
SOLD OUT!
• Fall of 2018 – Training on Technical Project Management
– Idea for 2019 – Training on Analytical Analysis
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26. Inter-National Information Standards
Organization (i-NISO)
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27. NISO & ISO in 2017/18
NISO continues to represent US interests to
ISO Technical Committee on Information & Documentation
(ISO TC46 & its 5 subcommittees)
Serve ISO as Secretariat for ISO TC46/SC 9 – Identification &
Description
New Projects:
Revision of ISO 690 – Bibliographic References
ISO 15836-2 – Dublin Core (Part 2) – Application Profiles
Revision of ISO 3166 - Country Codes
Creation of Principles of Identification
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28. New International Program in 2018
• As of January 1, 2018 NISO has assumed the ANSI
Technical Advisory Group (TAG) responsibilities for
ISO/IEC JTC 1/SC 34 -- Document description
and processing languages
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29. June 23, 2018
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30. ISO/IEC JTC 1/SC 34 Standards
• XML Schematron
• Open Document Format
• Office Open XML
• ISO EPUB
• Font-related Identification
• New Work Item: EPUB DRM (at ballot)
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31. Open Discussion
Questions / Comments
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32. Thank you!
Todd Carpenter
Executive Director
tcarpenter@niso.org
Nettie Lagace
Associate Director, Programs
nlagace@niso.org
Jill O’Neil
Director of Content
joneill@niso.org
Kimberly Graham
Office Manager
kgraham@niso.org
June 23, 2018
2018 NISO Annual Membership
Meeting
3600 Clipper Mill Road
Suite 302
Baltimore, MD 21211 USA
Tel.: (301) 654-2512
Fax: (410) 685-5278
www.niso.org
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