This document summarizes Helen Henderson's presentation on institutional identifiers. It discusses existing standards like ONIX, COUNTER, and ISSN, as well as new standards being developed like KBART, Project TRANSFER, and CORE. It outlines several scenarios where institutional identifiers could be used, such as in the electronic resources supply chain, eLearning, research funding, and author registries. It describes the stakeholders involved in each scenario and key issues to address. Finally, it provides the timeline and work plan for the NISO working group developing a new institutional identifier standard.

1. Helen Henderson
Ringgold
Metadata in a Digital Age: New Models of Creation, Discovery, and Use
NISO Pre-conference at NASIG • June 4, 2008

2. Institutional Identifiers
- the story to date
o Location definitions
o Financial/business information
o Library registries
o Ringgold Identifier
o Journal Supply Chain Pilot

3. NISO Working Group on
Institutional Identifiers
o Stakeholders
o Scenarios
o Work Plan
o Timescale

4. Stakeholders
o Libraries
o Agents
o Publishers
o Aggregators
o Hosting services
o Fulfillment services
o Academics
o Institutional repositories
o Students
o Authors
o Editors
o Reviewers
o Manuscript systems
o Funding bodies
o Academic administrators
o Rights agencies
o Consortia
o eLearning
vendors/services
o Doctors
o Statewide/national
agencies

5. Scenarios - topics
o Electronic resources supply chain
o E-learning/courseware
o Research evaluation/funding
o Author registries
o Institutional repositories
o Licensing/Micro-licensing
o Usage metrics
o Collaboration
o Authentication

6. Scenarios - communities
o Higher education
o Research evaluation
o Public library
o Medical
o ???

7. Scenario A
Electronic Resources Supply Chain
Stakeholders
o Libraries
o Agents
o Publishers
o Aggregators
o Distributors
o Hosting Services
o Fulfilment services
Issues
o Granularity of
metadata
o Population of systems
o Systems capability

8. Scenario B
eLearning
Stakeholders
o Publishers
o Aggregators
o Academics
o Rights holders
o eLearning vendors
Issues
o Courseware
definitions
o Licensing
o Micro-licensing
o Copyright

9. Scenario C
Research Funding
Stakeholders
o Funding bodies
o Academics
o Publishers
Issues
o Research output
o Research profile
o Usage metrics

10. Scenario D
Author Registries
Issues
o Multiple affiliations
o Granularity
o Disambiguation
Stakeholders
o Publishers
o Editors
o Reviewers
o Authors
o Rights agencies

11. Scenario E
Institutional Repositories
Issues
o Linking
o Usage
o Population by publishers
o Rights
o International collaborations
Stakeholders
o Libraries
o Academics
o Funding bodies
o Publishers
o Consortia

12. Scenario F
Licensing/Micro-licensing
Issues
o Granularity
o Definition
o Licensing terms
Stakeholders
o Publishers
o Copyright holders
o Authors
o PLUS

13. Scenario G
Usage Metrics
Issues
o Definitions
o Compatibility
o Systems
implementation
Stakeholders
o Everyone

14. Scenario H
Collaboration
Issues
o Licensing
o Rights
o Geographical
definitions
Stakeholders
o Consortia
o State-wide systems
o Funding bodies
o National funding
bodies

15. Scenario I
Authentication
Issues
o IP addresses
o Shibboleth
o OpenID
o Proxy servers
o Cross-licensing
Stakeholders
o Everyone

16. Scenario M
Medical Community
Issues
o SERMO
o Resource sharing
Stakeholders
o Medical associations
o Medical practitioners
o Government
o Publishers
o Medical vendors
o Pharma research

17. Scenario P
Public Library Community
Issues
o Defining networks
o Defining groupings
o Resource sharing
Stakeholders
o Public libraries
o Funding bodies
o Local & national
government
o Advocate groups

18. Scenario R
Research Funding Community
Issues
o Evaluation
o Metrics
o Attribution
Stakeholders
o Research funding
bodies
o Research evaluation
bodies
o Academics
o Academic
administrators
o Publishers
o Institutional repositories

19. Work Plan
o Scenario Development
o Review current identifier standards and usage
o Determine metadata fields
o Working draft
o Trial use plan
o Test against scenarios
o Review by committees and advisory groups
o Identify maintenance organizations
o Determine tools for adoption
o Release for ballot

20. Timeline
o Final appointment of Work Group (Jun 10, 2008)
o Development of sample scenario (Jun 08)
o Data gathering (Jun-Dec 08)
o Test & finalize direction of identifier (Jan-Feb 09)
o Working draft (Mar-Oct 09)
o Submit for Public Review (Aug 09)
o Draft standard for trial Oct 09-Mar 10)
o Start trial use (Nov 09)
o Ballot released (Mar-May 10)

21. Existing standards
o ICEDIS
o Exchange of data between publishers and
agents
o ONIX
o Products & Subscriptions
o Online Holdings
o Release notification
o Linking ISSN
o COUNTER

22. New standards & guidelines
o KBART
o Project TRANSFER
o CORE
o Author Registries

23. KBART
o NISO/UKSG Working Group on
Knowledge Bases And Related Tools
o Content providers data for libraries
o Entitlements
o Exchange of metadata
o Link resolvers

24. Project TRANSFER
o UKSG Working Group preparing
recommendations for exchange of data
between publishers transferring titles
o Subscription lists
o Entitlements
o Consortia entitlements
o Data on hosting platforms

25. CORE
o NISO Working Group on Cost of Resource
Exchange
o standard to facilitate the exchange of cost,
fund, vendor, and invoice information between
Integrated Library Systems (ILS) and
Electronic Resource Management Systems
(ERMS).

26. Author Registries
o CrossReg
o DOI for authors with profile including
institutional affiliation(s)
o ResearcherID
o Identifier for disambiguation, linking to citation
data and possible use in Manuscript Central

27. Useful URLs
www.niso.org/workrooms/i2
www.journalsupplychain.org
www.openidentify.com
www.uksg.org/kbart
www.uksg.org/projects/linkfinal
www.uksg.org/transfer
www.projectcounter.org
www.editeur.org/onixserials.html

28. Thank you
Helen Henderson
helen@ringgold.com