included in the NISO Update at ALA Midwinter, January 21, 2017 http://www.niso.org/news/events/2017/ala_mid/

1. Open Discovery Initiative (ODI)
ALA Update
Laura Morse
January 21, 2017

2. Background
• Emergence of Library
Discovery Service
solutions
• Agreements between
content providers and
discovery providers ad-
hoc, not representative
of all content, and
opaque to customers.
2

3. Goals of Open Discovery Initiative
• Define ways for libraries to assess the level of
content provider participation and for discovery
services to affirm how they use that content
• Help streamline the process by which content
providers work with discovery service vendors
• Define models for “fair” linking from discovery
services to publishers’ content
• Determine what usage statistics should be collected
for libraries and for content providers
3

4. Recommended Practice
• A technical recommendation for data exchange
including data formats, method of delivery, usage
reporting, frequency of updates and rights of use
• A way for libraries to assess content providers’
participation in discovery services
• A model by which content providers work with
discovery service vendors via fair and unbiased
indexing and linking
4

5. ODI Standing Committee
2014-today
• To promote educational opportunities about
adoption of these recommended practices
• To provide support for content providers and
discovery providers during adoption
• To provide a forum for ongoing discussion related
to all aspects of discovery platforms for all
stakeholders (content providers, discovery
providers, libraries)
• To determine timing for next steps for ongoing
work
5

6. ODI Standing Committee Roster
Libraries
Publishers
Service Providers
6
Marshall Breeding, Independent Consultant
Ken Chad, Ken Chad Consulting, Ltd.
Laura Morse, Harvard University
Jason Price, SCELC
Ken Varnum, University of Michigan
Lettie Conrad, Independent Consultant
Susan Hillson, APA
Karen McKeown, Cengage Learning
Anne-Marie Viola, SAGE Publications
Julie Zhu, IEEE
Scott Bernier, EBSCO Information Services
Rachel Kessler, Ex Libris/ProQuest
Cathy King, OCLC

8. 2017 Priorities
• Increasing Content Provider participation in
discovery
• Analyzing and defining usage stats needed by
stakeholders
• Recommending methods for content coverage
disclosure for Content Providers and Discovery
Providers
8

9. 2017 Priorities
• Updating the Recommended Practice to
ensure it addresses needs and responsibilities
for all stakeholders (Libraries, Content
Providers, Discovery Providers) in line with
current technologies and library trends
• Continuing to educate stakeholders via a
variety of mechanisms
9

10. Value Proposition (Library)
Participation in Discovery
• Easier to find relevant content
when all resources are indexed
on one platform
Participation in ODI
• Allows libraries to compare
Discovery Services and Content
Providers with ease
• Makes the content included
clearer
• Ensures that content from all
sources is being treated equally
• Encourages content providers to
participate to make Discovery
Service truly a one-stop shop
• Recommends specific usage
statistics be provided to make
libraries better understand how
discovery services are used

11. Value Proposition (Content Provider)
Participation in Discovery
• Content is more discoverable
when indexed in a discovery
service, thus increasing usage
and decreasing the likelihood of
cancelations
• Content indexed in a discovery
service is more valuable to the
library
Participation in ODI
• Conforming to richer metadata
standards and making data
transfer straightforward ensure
more complete indexing and
more discoverable records
• Signals to customers that the
content provider is doing its
utmost to be straightforward
• Opportunity to voice concerns
in an environment that is open
and can work on change
through discussion with all
parties

12. Value Proposition (Discovery Provider)
Participation in Discovery
• Inherent as stakeholder
Participation in ODI
• Simplifying data exchange
reduces costs to ingest
metadata
• Transparency in processes (true
conformance with RP) increases
marketability with libraries
• True conformance with RP
increases opportunities to
partner with other stakeholders
in the information marketplace

13. Resources for CPs and DSPs
• Content Provider FAQ
http://www.niso.org/workrooms/odi/content_provider_
faq/
• Conformance Checklist Templates & Statements
– Goal is transparency, not perfection!
http://www.niso.org/workrooms/odi/conformance/
http://www.niso.org/workrooms/odi/conformance_stat
ements/

14. Resources for Librarians
• FAQ and talking points
http://www.niso.org/workrooms/odi/library_talking
_points/

15. General Resources
• Website
http://bit.ly/niso-odi
• Mailing list
http://www.niso.org/lists/opendiscovery/
• ODI Updates
http://www.niso.org/workrooms/odi/updates/
• Twitter
https://twitter.com/NISO_ODI

16. Thank you! Questions?
http://bit.ly/niso-odi