Metadata Infrastructure for OA:The Need for Article-LevelOpen-Access Metadata presentation at the CENDI May meeting in Alexandria, VA.

1. Metadata
Infrastructure
for
OA:
The
Need
for
Ar+cle-­‐Level
Open-­‐Access
Metadata
Todd
A.
Carpenter,
NISO
Execu7ve
Director
CENDI
Mee7ng
May
9,
2013
-­‐
Alexandria,
VA

2. About
• Non-­‐profit
industry
trade
associa7on
accredited
by
ANSI
with
150+
members
• Mission
of
developing
and
maintaining
technical
standards
related
to
informa7on,
documenta7on,
discovery
and
distribu7on
of
published
materials
and
media
• Volunteer
driven
organiza7on:
400+
spread
out
across
the
world
• Represent
US
interests
to
ISO
TC
46
&
also
serve
as
Secretariat
for
ISO
TC46/SC9
-­‐
Iden7fica7on
&
Descrip7on
• Responsible
for
standards
like
ISSN,
DOI,
Dublin
Core
metadata,
DAISY
digital
talking
books,
OpenURL,
MARC
records,
and
ISBN
(indirectly)

3. Percentage
of
ar7cles
published
as
OA
(Graph reprinted from R. Poynder, “Open Access by
Numbers,” Open and Shut, June 19, 2011.

4. More
Mandates

5. Implica7ons?

6. Poten7al
Use
Cases
-­‐
Users
• Discovery
of
and
access
to
OA
material
via
a
MetaIndex
• Reader
understanding
of
access
status
• General
public/non-­‐professional
researcher
understanding
of
access
status
• Researcher
understanding
of
re-­‐use
permissions
• Ci7ng
version
of
OA
item

7. Poten7al
Use
Cases
-­‐
Content
Providers/Aggregators
• Use
of
content,
for
repositories
• Text-­‐mining
content
• Conflic7ng
OA
licensing
statements
made
when
ar7cle
metadata
supplied
to
repositories
• Poten7al
discovery
of
and
access
to
OA
ar7cles
in
hybrid
journals
• Deposi7ng
research/ar7cles
in
IR
• Producing
DOI/cita7on
for
OA
items

8. Poten7al
Use
Cases
-­‐
Funder,
government,
and
ins7tu7ons
• Funders
tracking
policy
compliance
• Repor7ng
on
policy
compliance
or
performance

9. <CAVEAT>
I
am
not
(nor
is
NISO)
advoca7ng
for
Open
Access
Not
for
more,
greater,
freer,
or
cheaper
Open
Access

10. But if publishers are going to
adopt Open Access
the community needs
to be able to machine process
that fact

12. CC-0
CC-BY
CC-BY-NC
CC-BY-SA
<ONIX-PL>

13. Working Group Members
Note: Logos represent WG members. It does not imply institutional support for the project or its output.

14. A Bit More Information
• NISO Workroom:
www.niso.org/workrooms/OAmetadata
• Scholarly Kitchen:
hep://scholarlykitchen.sspnet.org/2012/12/05/as-­‐hybrid-­‐
open-­‐access-­‐grows-­‐the-­‐scholarly-­‐community-­‐needs-­‐ar7cle-­‐
level-­‐oa-­‐metadata/
• Serials Review:
hep://dx.doi.org/10.1016/j.serrev.2013.02.001
(subs
Req’d)

15. Thank you!
Todd Carpenter, Executive Director
tcarpenter@niso.org
National Information Standards Organization (NISO)
3600 Clipper Mill Road, Suite 302
Baltimore, MD 21211 USA
+1 (301) 654-2512
www.niso.org