This presentation served as the full slide deck for the NISO Annual Members Meeting, which took place virtually on June 29, 2023. Contents were provided by Mary Beth Barilla, Todd Carpenter, Kimberly Gladfelter Graham, Jason Griffey, and Nettie Lagace, all of NISO.
This presentation was given by Todd Carpenter, Executive Director of NISO, during the "NISO Annual Members Meeting." The event was held virtually on June 30, 2022.
This presentation was given by Todd Carpenter of NISO, at the NISO Annual Meeting and Standards Update on June 25. The event was held as a part of ALA Annual 2021.
This presentation was provided by Todd Carpenter at the NISO Annual Members Meeting and Standards Update," held on June 26, 2020. It provides an overview of NISO activities during the calendar year of 2019.
Progress_Update_and_BoardOfDirectors_Call
January 31, 2024
Michele Carroll, ISSIP Executive Director
Deb Stokes, ISSIP President
ISSIP Leadership - https://issip.org/issip-leadership/
Agenda
Welcome - Michele Carroll
President’s Welcome - Deb Stokes
-Recognize Outgoing President
-Vision for 2024
ISSIP 2023 in Review
Overall - key metrics - Michele Carroll
Events, Publishing - Jim Spohrer
Awards - Haroon Abbu
Ambassadors - Christine Ouyang
AI Collab Pilot - Debra Satterfield
New in 2024 - Vaishali Mane
- Give. Get. Grow! 2024!
ISSIP Community: Why I Joined, Best in 2023, Priority 2024
Institutional, BOD Members
Closing - Deb Stokes
Recording: https://youtu.be/QH80aMx2kJA
Slides: https://www.slideshare.net/slideshows/20240131-progressupdateboardofdirectorspptx/266018822
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.
ISSIP Progress Update and BOD Call - Jan 25, 2023 (recording will be posted to ISSIP YouTube)
Will be linked to from ISSIP Website here:
https://issip.org/progress_bod_calls/
This presentation was given by Todd Carpenter, Executive Director of NISO, during the "NISO Annual Members Meeting." The event was held virtually on June 30, 2022.
This presentation was given by Todd Carpenter of NISO, at the NISO Annual Meeting and Standards Update on June 25. The event was held as a part of ALA Annual 2021.
This presentation was provided by Todd Carpenter at the NISO Annual Members Meeting and Standards Update," held on June 26, 2020. It provides an overview of NISO activities during the calendar year of 2019.
Progress_Update_and_BoardOfDirectors_Call
January 31, 2024
Michele Carroll, ISSIP Executive Director
Deb Stokes, ISSIP President
ISSIP Leadership - https://issip.org/issip-leadership/
Agenda
Welcome - Michele Carroll
President’s Welcome - Deb Stokes
-Recognize Outgoing President
-Vision for 2024
ISSIP 2023 in Review
Overall - key metrics - Michele Carroll
Events, Publishing - Jim Spohrer
Awards - Haroon Abbu
Ambassadors - Christine Ouyang
AI Collab Pilot - Debra Satterfield
New in 2024 - Vaishali Mane
- Give. Get. Grow! 2024!
ISSIP Community: Why I Joined, Best in 2023, Priority 2024
Institutional, BOD Members
Closing - Deb Stokes
Recording: https://youtu.be/QH80aMx2kJA
Slides: https://www.slideshare.net/slideshows/20240131-progressupdateboardofdirectorspptx/266018822
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.
ISSIP Progress Update and BOD Call - Jan 25, 2023 (recording will be posted to ISSIP YouTube)
Will be linked to from ISSIP Website here:
https://issip.org/progress_bod_calls/
What should future objectives and priorities for ICDE be? This presentation invite participants at the 2016 ICDE Presidents Summit to discuss the ICDE Strategic Plan 2017-2020.
Cristina Baciu Women in PMI Germany How to create a safe harbor and share kno...PMIUKChapter
Every two months, PMI Germany organizes a virtual round table for women with the main purpose to create a safe place where to support each other by sharing common concerns, experiences and learnings. There is no need to have a premium online subscription in order to set-up and successfully run this kind of initiative. We would like to share with you how we did it and our success story.
ISSIP Progress Update and Board of Directors (BOD)call
July 27, 2022
https://issip.org/progress_bod_calls/
Terri Griffith, ISSIP President
https://www.linkedin.com/in/terrigriffith/
Michele Carroll, ISSIP Executive Director
https://www.linkedin.com/in/mmcarroll/
Recording: https://youtu.be/LUBORYJz5mw
EUNIS-euroCRIS initiative for analysing the role of CRISs within the Higher E...Lígia Maria Ribeiro
Presentation of current EUNIS activities and proposal to follow-up the joint EUNIS-euroCRIS survey aiming to collect data on the information systems currently in use in Europe to support the Research Area.
This presentation was provided at the NISO Annual Membership meeting during the 2018 ALA Annual Conference, held in June 2018 in New Orleans. It provides an overview of NISO activities during the calendar year of 2017.
This presentation served as the welcome and introduction during the 13th Annual NISO-BISG forum "Interoperability: From Silos to An Ecosystem," held on June 24, 2020.
The UCISA Annual Review highlights the progress we have made as a community in the last year, as we work to achieve the ambitions set out in our Strategic Plan 2022-27 – Building on Success, published in January this year.
This is 22-page portfolio from BDPA Chicago chapter. It describes the chapter's history, programs, services and corporate sponsorship opportunities.
SOURCE: http://www.bdpa-chicago.org/BDPA_202010_20Portfolio2.ppt
This is a document that should be used as a 'best practice' by all other BDPA chapters!
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.
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The UCISA Annual Review highlights the progress we have made as a community in the last year, as we work to achieve the ambitions set out in our Strategic Plan 2022-27 – Building on Success, published in January this year.
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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.
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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.
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2. 2023 Membership Meeting Overview
► NISO’s Vision, Mission and Strategic Priorities
► 2022/23 Reflections
► NISO 2022 Membership – Mary Beth Barilla
► NISO 2022 Education & DEIA Initiatives – Kimberly Graham
► NISO Standards Program – Nettie Lagace
► NISO Plus – Jason Griffey
► NISO 2022 Finances
► Looking Forward 2023-24
► Open discussion of NISO activities
June 29, 2023
2023 NISO Annual Membership Meeting
3
3. June 29, 2023
2023 NISO Annual Membership Meeting 4
NISO acknowledges that
the land on which our office sits in Baltimore is
rooted in the unceded, traditional territories of the
Piscataway, Susquehannock, and Nanticoke peoples,
as well as being the contemporary home to a living
community of Lumbee people.
For more information, please visit: https://native-land.ca
7. 8
June 29,
2023
2023 NISO Annual Membership Meeting
The mission of NISO is to build knowledge,
foster discussion, and advance
authoritative standards development
through collaboration among the cultural,
scholarly, scientific, and professional
communities.
14. Developing New Strategy
Throughout 2023 a subcommittee of the
Board has been meeting to discussion a
revised strategic direction document.
While still a work in progress it is coalescing
around two general themes and three key
actions areas.
NISO is committed to diversity and providing
high-quality guidance (standards/best
practices) for the community.
In service of these two outcomes, we seek to
build a stronger community, that provides
leadership and thoughtful support, while
seeking to grow strategically to enhance our
capacity and sustainability.
15
2023 NISO Annual Membership Meeting
16. 2022 What is “normal” anymore?
► The pandemic receded, and most of the restrictions have been lifted, with
work, travel and project activities all at or beyond 2019 levels.
► NISO Plus Conference is continues to drive worldwide engagement and
excitement, with more ideas that NISO could possibly pursue
► The “Great Resignation” hit NISO, with two team members departing, one for
retirement, another for their own startup.
► NISO hired three new team members, with another shifting staff roles, so
essentially 50% turnover in who was doing what at NISO.
► Secured two new grants in 2022, bringing in more resources than we had ever
received, but also larger efforts
► Launched a new type of in-person event in the fall of 2022 expanding the
NISO Plus brand
June 29,
2023
2023 NISO Annual Membership Meeting 17
17. Welcome NEW NISO Staff
Welcome to:
Keondra Bailey started in October 2022 as NISO’s Assistant
Standards Manager
Lisa Jackson started in December 2022 as NISO’s Office Manager
Mary Beth Barilla started in January 2023 as NISO’s Director of
Business Development and Communications
18
19. 2022-23 Running to keep up with demand
► NISO now has 28 active working groups and maintenance
committees
► By comparison, in 2009, NISO had 13 active projects
► NISO hosted 47 virtual events, two in-person events, and the NISO
Plus Virtual Conference, or an average more than 4 per month
► By comparison in 2009, NISO hosted 13 virtual events and 3 in-person
► NISO membership is now more than 1,000 organizations
► By comparison in 2009, NISO had 109 members
► NISO Plus 22 generated more than 40 potential project ideas of
varying quality.
June 29,
2023
2023 NISO Annual Membership Meeting 20
20. NISO Standards Development work in 2022
June 29,
2023
2023 NISO Annual Membership Meeting 21
6 Newly Published RP or Standards
2 Drafts for public comment issued
4 New Projects Launched
2 New Projects Funded with $847,000 in Grant
Support
21. NISO Engagement in 2022 ..
22
769 New Members in NISO
600+
615 Information Organized stories
1,452 Event Attendee Logins
NISO Plus Registrants in 2023
June 29, 2023 2023 NISO Annual Membership Meeting
23. Migration to new
Community
Platform
In March of 2022, NISO
migrated its back-end to a
newer version of the
document management
and balloting system.
24
2023 NISO Annual Membership Meeting
24. Seeking to improve library collaborative
collections efforts with IMLS support
25
The CCLP project was made possible in part by the Institute of Museum and Library Services (IMLS)
Grant #: LG-252384-OLS-22. For more information about this grant: https://www.imls.gov/grants/awarded/lg-252384-ols-22
June 29, 2023 2023 NISO Annual Membership Meeting
25. It’s a big world and it needs standards
26
June 29, 2023 2023 NISO Annual Membership Meeting
26. NISO’s Role in ISO, representing US interests
NISO is the US Technical Advisory Group
determining US positions on ISO work in
ISO TC 46 Information and Documentation
• Technical interoperability (SC 4)
• Statistics and performance evaluation (SC 8)
• Identification and description (SC 9)
• Document storage and preservation (SC 10)
• Archives/records management (SC 11)
NISO and its members participated in 5
ISO plenary meetings, and engage on 30+
ISO working groups in 2022
27
June 29, 2023 2023 NISO Annual Membership Meeting
27. 28
NISO Serves as Secretariat for ISO TC 46/SC 9 Identification & Description
ISO TC 46/SC 9 Published:
ISO/TS 22943 – Principles of identification
ISO 23527 – Research activity identifier (RAiD)
and has begun work to revise/develop:
ISO 25964-1, Thesauri and interoperability with other vocabularies
ISO 999, Guidelines for the content, organization and presentation of indexes
ISO CD 24138 International Standard Content Code
NISO and its members participated in 5 ISO plenary meetings, and engage on
30+ ISO working groups
NISO Supports International Standards Development
29. Positive
Membership
Trends
Five new NISO Voting Members in 2022/23
American Mathematical Society
Amigos Library Services
Copyright Clearance Center
USMAI
PALNI
Six Non-Renewals of NISO Voting Members
June 29,
2023
2023 NISO Annual Membership Meeting 30
30. Positive
Membership
Trends
Three New LSA members
Dartmouth College Library
Stony Brook University Libraries
University of California, Berkeley
Six Non-Renewals of NISO LSA Members
Amigos Library Services added ~700 new
LSA members as a group
June 29,
2023
2023 NISO Annual Membership Meeting 31
33. Educational programs in 2022…
June 29,
2023
2023 NISO Annual Membership Meeting 34
13 Monthly webinars
2 8-part training series
3 6-hour virtual conferences
6 Training events on NISO projects
9 Open teleconferences
2 In-person events (NISO Plus Forum &
NISO-BISG Changing Landscape Forum)
34. 2022 NISO Education Program
13 monthly webinars
• Webinars – benefit of membership
• Do You Know Who Your Organization Webinar Contact Is?
• Get notices of upcoming educational programs
• Join your organization’s group viewing
• Get program recording if you can’t make live or want to revisit content
• kgraham@niso.org OR sgroveman@niso.org
• Poll – How long should webinars be?
• 55 minutes
• 60 minutes
• 90 minutes
• Members Rates for Virtual Conferences & Training Series
35
June 29, 2023 2023 NISO Annual Membership Meeting
35. EDUCATION
• Programs survey results: “ Excellent/Very Good”
• Webinars – benefit of membership
• Do You Know Who Your Organization Webinar Contact Is?
• Get notices of upcoming educational programs
• Join your organization’s group viewing
• Get program recording if you can’t make live or want to revisit content
• kgraham@niso.org OR sgroveman@niso.org
• Poll –
• 55 minutes
• 60 minutes
• 90 minutes
• Members Rates for Virtual Conferences & Training Series
36
June 29, 2023 2023 NISO Annual Membership Meeting
36. Upcoming Educational Programs
• WEBINARS
• August 2-Part
Lead: Beth German, Asst. Dir. for Library Assessment
and User Experience, Princeton University
• 8/9 - Metrics: Assessing Usage
• 8/16 - Metrics: What Additional Metrics Are
Needed?
• September
Lead: Greg Grazevich, Assoc. Dir, Bibliographic Info
Services and editor MLA International Bibliography,
Modern Language Association
• 9/13 - Multilingual Content and its Use
• And More…
• VIRTUAL CONFERENCE
• Tech Summit October 25 – 26
• FALL TRAINING SERIES
• Text & Data Mining
37
June 29, 2023 2023 NISO Annual Membership Meeting
37. Education Committee
• Help Plan 2024 Program Topics &
Schedule
• Help Lead One Webinar or Virtual
Conference Program to Fruition
• Contribute to Speaker Candidate
List
• Contact: kgraham@niso.org
38
June 29, 2023 2023 NISO Annual Membership Meeting
38. Diversity, Equity, Inclusion & Accessibility
• DEIA Committee is a sub-committee of the NISO Board of Directors
• Efforts & Charges are defined by the NISO Strategic Priorities
• Goal & Priority
• To ensure that everything diversity & inclusion is integrated in all NISO efforts, work,
and programming
• Co-Chairs
• Salwa Ismail
Associate University Librarian for Digital Initiatives & Information Technology
University of California, Berkeley, Berkeley Library
• Bahar Mehmani
Peer Review Innovation Lead
Elsevier
39
June 29, 2023 2023 NISO Annual Membership Meeting
39. Efforts
• DEIA Education & Events Sub-committee combined with NISO Education
Committee
• Implementing Inclusive Metadata
• NISO-BISG Changing Standards Landscape 16th Annual Forum @ ALA: Diverse &
Sustainable: How the Publishing Industry Evolves
• Diverse Speaker Pool
• DEIA Standards Sub-committee meeting with NISO Architecture Committee
• C4DISC Toolkit for Disability Equity
• NISO Plus Scholarship Awardees
40
June 29, 2023 2023 NISO Annual Membership Meeting
42. 2022-23 Standards Completed
ANSI/NISO Z39.102-2022, STS: Standards Tag Suite (v 1.2)
Publication Date: November 14, 2022
NISO RP-41-2023, Video and Audio Metadata Guidelines
Publication Date: February 13, 2023
ANSI/NISO Z39.106-2023, Peer Review Terminology
[Expected] Publication Date: July 5, 2023
43. 2022-23 Standards Progressing
NISO Z39.103-202x, SSOS: Standards-Specific Ontology Standard
Finalizing Draft and Supporting Materials after Voting Pool approval -> submit to ANSI
NISO Z39.105-202x, Content Profile/Linked Document
Draft completed; Call to join Voting Pool opening soon
Revision of ANSI/NISO Z39.7-2013 Information Services and Use: Metrics & Statistics for Libraries
and Information Providers Data Dictionary
Draft completed; Call to join Voting Pool opening soon
44. 2022-23 Standards Progressing
NISO RP-44-202x, Interoperable System of Controlled Digital Lending
Draft for public comment expected in Summer
NISO RP-45-202x, Communication of Retractions, Removals, and Expressions of Concern
Draft for public comment expected in Summer
JATS4R – Authors and Affiliations
Draft for public comment expected in Summer
JATS4R – Accessibility
Draft for public comment expected in Summer
Revision of NISO RP-9-2014, KBART: Knowledge Bases and Related Tools Recommended Practice
Draft for public comment expected by early 2024
Revision of NISO RP-24-2019 Transfer Code of Practice (Version 4.0)
Draft for public comment expected by late 2023
45. 2022-23 New Standards Projects
Collaborative Collections Lifecycle Infrastructure Project (CCLIP)
Collections Development and Selection
Infrastructure
Organizational Strategy and Governance
Develop Standard Metadata for Remediation of Content for Accessibility (ARM)
Operationalizing Open Access Business Processes
In the wings…
u Further WGs for Collaborative Collections Lifecycle Infrastructure Project (CCLIP)
u Recommended Practice for Integrating Publisher and Repository Workflows to Improve
Research Data-Article Links
u Recommended Practice for Unique Electronic Resource Package Identifiers
u Recommended Practice to Update Author Name Changes in the Academic Publication
Record after Publication as a Result of Identity Change
46. New Standards Ideas Under Discussion
NISO PLUS 23 Outputs Ideas
Open access usage data / workflow
User access reporting to libraries by publishers
Improvements in humanities
Multilingual metadata
Open Education resources identification
Other Ideas
Open ILS Initiative (OII) ILS/ISP Ecosystem
Interconnectivity
United States PID Strategy
SMART Standards
47.
48. A new type of event, focused on
conversation and community, with the
goal of identifying needs in the
information ecosystem and helping to
shepherd those needs into projects and
ultimately solutions.
51. 2020
2021
2022
• Package ID
• Communication of Retractions, Removals,
and Expressions of Concern (CORREC)
• Publisher-Repository Interoperability
• Interoperable System of
Controlled Digital Lending
• Multilingual/Multicultural issues (metadata
and more)
• User Interface in Persistent ID
Transactions
52. • More than 600 Attendees
• 30 Countries
• 26% from Outside US
• More than 50 ideas generated for
possible future NISO work
70. Welcome New
NISO Directors
(2023-26)
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June 29,
2023 2023 NISO Annual Membership Meeting
Robert Wheeler, Director, Publishing Technologies
American Society of Mechanical Engineers (ASME)
elected Vice Chair of the NISO Board.
Rebecca McLeod, Managing Director, Harvard Data Science
Review, Harvard University (re-elected)
Mary Sauer-Games, Vice President, Product Management
OCLC, Inc. (re-elected)
Andrew Pace, Executive Director, University System of
Maryland and Affiliated Institutions
71. Strategies for Growth
► Continue to build NISO’s membership & engagement
► Engaging new market segments for Voting Membership
► Engaging internationally
► Engaging with more libraries directly through consortial partnerships
► Focus on integration of DEIA throughout our work
► Continue to develop grant funding pipeline
► Exploring several new ideas for grant proposals
► Extending NISO Plus Conference model by alternating in-person/virtual
► Returning to an in-person annual conference
► Continue NISO Plus Conference as virtual event in Fall 2024
► Extending partnerships with other organizations, such as ORFG
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72. Other fun things on the horizon
► NISO Unfettered Access interview series
► Testing Generative AI tools in standards processes to make NISO
more efficient
► NISO Office Lease is up in 2024
► NISO Value Study on the economic impact of NISO standards
► Integration of CARE principles for indigenous knowledge in the
publication workflow
► US National persistent identifier strategy
► Continued development and integration of NISO back-end systems
► Continued development of NISO Plus Scholarship Program
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73. To all those who engage in our work
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2023
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74. June 29,
2023
2023 NISO Annual Membership Meeting 75
Please reach out!
3600 Clipper Mill Road
Suite 302
Baltimore, MD 21211 USA
Tel.: (301) 654-2512
www.niso.org
@NISOinfo
Todd Carpenter
Executive Director
tcarpenter@niso.org
Nettie Lagace
Associate Executive Director
nlagace@niso.org
Keondra Bailey
Assistant Standards Program Manager
kbailey@niso.org
Mary Beth Barilla
Director of Business Development &
Communications
mbarilla@niso.org
Kimberly Graham
Educational Programs Manager and
DEIA Advocate
kgraham@niso.org
Jason Griffey
Director of Strategic Initiatives
griffey@niso.org
Sara Groveman
Educational and Communications
Coordinator
sgroveman@niso.org
Lisa Jackson
Office Manager
ljackson@niso.org
75. New to NISO?
Let us help!
Just click the QR Code to tell us
what types of NISO information
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► NISO Announcements/Press Releases
► NISO Information Organized (I/O)
► Educational Programs
► NISO Standards and Working Group
Updates
► NISO Plus
Or Visit: https://confirmsubscription.com/h/j/16B94AB10EFACDB2
June 29,
2023
2023 NISO Annual Membership Meeting 76
76. Share your feedback
► Our 2023 community survey closes tomorrow, June 30
► Tell us what you know about NISO and our work
► Share your thoughts on the challenges that lie ahead for our community
surveymonkey.com/r/AMM23
77
June 29, 2023 2023 NISO Annual Membership Meeting
77. THANK YOU
Thank you to all of our attendees
for engaging with NISO and the community in our work and for joining us
today!
Please stay in touch!
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