NISO Open Discovery Initiative
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Geoffrey Morse (Northwestern) presentation at NISO Update, ALA Midwinter 2018, Denver CO
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NISO Open Discovery Initiative
- 1. Open Discovery Initiative (ODI) NISO Update – ALA Midwinter February 10, 2017 Geoffrey Morse Research Services Manager Northwestern University Libraries
- 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 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 Noah Brubaker, PALNI Teresa Hazen, University of Arizona Geoffrey Morse, Northwestern University Laura Morse, Harvard University Sarah Stang, Okanagan College Ken Varnum, University of Michigan Karen McKeown, Cengage Learning Bobbi Patham, Springer Nature Maria Stanton, ATLA Anne-Marie Viola, SAGE Publications Julie Zhu, IEEE Scott Bernier, EBSCO Information Services Jay Holloway, OCLC Rachel Kessler, Ex Libris/ProQuest
- 8. Value Propositions Libraries/Users. Finding relevant content is simpler when more resources are indexed on one platform. ODI makes it easier to understand which resources are included in discovery services and assess their impact.
- 9. Value Propositions Content Providers. Participation in discovery services makes content more valuable and discoverable, thus, increasing usage and decreasing the likelihood of cancellations. ODI makes participation in discovery more straightforward by simplifying the data transfer process and encouraging discovery services to provide usage statistics that enable better decision making.
- 10. Value Propositions Discovery Providers. Participation in ODI increases transparency, improving customer satisfaction and increasing retention.
- 11. 2018 Priorities • Increasing Content Provider participation in discovery and conformance with the Open Discovery Initiative RP • Analyzing and defining usage stats needed by stakeholders • Recommending methods for content coverage disclosure for Content Providers and Discovery Providers 11
- 12. 2018 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 12
- 13. Current Initiatives • Information Gathering – Library Survey. Survey libraries to identify current challenges in discovery https://www.surveymonkey.com/r/LGBPX8K – Discovery Service Provider Survey. Using input from A&I providers, determine how discovery systems are able to meet the most important concerns from content providers 13
- 14. Current Initiatives • Planning for Recommended Practice Revisions – Incorporate survey responses from 2017 into a recommendation for inclusion in revisions to the RP – Review current needs for usage statistics • Outreach – Create Stakeholder Specific Brochures 14
- 15. Resources for CPs and DSPs • Content Provider FAQ http://www.niso.org/standards- committees/odi/content-provider-faq • Conformance Checklist Templates & Statements – Goal is transparency, not perfection! http://www.niso.org/standards- committees/odi/conformance http://www.niso.org/standards- committees/odi/completed-statements
- 16. Resources for Librarians • FAQ and talking points http://www.niso.org/standards- committees/odi/library-talking-points
- 17. General Resources • Website http://bit.ly/niso-odi • Mailing list http://groups.niso.org/lists/opendiscovery/ • ODI Updates http://www.niso.org/standards- committees/odi/updates Twitter https://twitter.com/NISO_ODI
Editor's Notes
- Since early 2009 there have been a number of major discovery products released Based on index of a wide range of content that included commercial and open access materials, Primary journal literature, ebooks, and more these are largely influenced by Google search model and user’s expectations of a unified search To work effectively discovery services need to be as comprehensive as possible. Content items not included in discovery services present a challenge to library’s in terms of how they will ensure that these materials are delivered to their users when needed. In conjunction with this there also needs to be a transparency in what is included in a discovery service and what is not included. The ODI WG launched after ALA 2011 to facilitate increased transparency in content converge of index based discovery services and to recommend consistent methods of content exchange or other mechanisms. ODI has created recommended a set of recommended practices for content providers and discovery service providers.
- From Library perspective: Web-scale discovery systems are increasingly important to the work of libraries in service of their users. As these discovery systems become more complex, librarians are less able to understand or explain to their users what content is included or how. The Open Discovery Initiative's recommended practice represents a significant opportunity to understand what is indexed, where it comes from, and how it is used. Increasing need to ensure that the coverage meets our needs.
- From Library perspective: Web-scale discovery systems are increasingly important to the work of libraries in service of their users. As these discovery systems become more complex, librarians are less able to understand or explain to their users what content is included or how. The Open Discovery Initiative's recommended practice represents a significant opportunity to understand what is indexed, where it comes from, and how it is used. Increasing need to ensure that the coverage meets our needs.
- ODI has worked on the following initiatives: to promote educational opportunities about adoption of recommended practices to provide support for content providers and discovery providers during adoption (including championship of self-check conformance lists) To provide a forum for ongoing discussion related to all aspects of discovery platforms for all stakeholders (content providers, discovery providers, libraries), ALSO To become clearinghouse for any new issues that arise, taking them through work item process if needed Participated in NISO webinar November 2014 NISO Open Telecon 2016, 2017 SUBCOMMITTEES Starting in 2014 a number of subcommittees started to focus on various areas: Conformance: Looking at what is needed from dsps in terms of A&Is allowing content to be used. Created template checklist for discovery providers to use with publishers and content providers Education: Did NFAIS webinar in January 2015. Presented at SSP Pre-conference for early professionals in publishing; Laura will present in early 2015. Technical: started activity grid and started looking at issues related to fair linking and counter statistics; met with dsps in January 2015 to work on library related issues. Surveyed A&Is on what was most important to them concerning content in DSPs. Using the responses to this survey, ODI group members identified various potential barriers that discovery services present to A&I providers. A follow up survey of narrative questions has been developed that will be sent to representatives from DSP. This survey will inquire how DSPs are able to meet the most important concerns of A&I services. A survey has also been recently sent out to librarians which I will speak more about in a few minutes.
- The committee is made up of representatives from Discovery Service Providers, Abstract & Indexing services (publishers), and Academic Libraries.
- So, why are we doing this?
- While discovery systems make it easy to retrieve a large amount of content they do not contain ‘everything’. A key for librarians is understanding what resources are included in the discovery system so they can better assist users in the best searching technique.
- With more researchers and libraries using discovery systems as their first stop (after Google?) it is beneficial for content providers to have their information where it is most easily discoverable. Making usage statistics easier to retrieve from dsps will be of assistance to libraries in terms of their decision making, and content providers as there is a good chance a content provide who puts content in a discovery system will see higher statistics.
- Anything that assists the librarian (and library user) in understanding what is in the discovery service will be beneficial for reasons mentioned earlier. It is much easier to provide assistance with a discovery tool when you know what is in it.
- In the coming year we will be working with content providers and discovery providers to facilitate smoother interactions and, hopefully, greater participation in discovery service platforms. You can see in the bullet points the main areas of focus for the coming year.
- We will also be working on the continual process of updating the Recommended Practices and continuing to educate stakeholders.
- As I mentioned a few minutes ago a survey has been released that is seeking broad input from librarians about their experiences with web-scale discovery and any concerns that might be addressed through future recommendations by the Open Discovery Initiative. The results of this survey will help inform the future recommend practices put forth by ODI.
- We are excited about the work we have in front of us this year!