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Open Discovery Initiative

            Jenny Walker
          Co-chair NISO ODI

    Jenny.Walker@exlibrisgroup.com

               UKSG
              April 2013


                                     1
The context

• Emergence of library discovery service solutions
  – Based on index of a wide range of content
  – Commercial and open access
  – Primary journal literature, ebooks, and more
• Adopted by thousands of libraries around the
  world, and impacts millions of users




                                                   2
Need to bring order to chaos
• Discovery brings value to library
  collections; uncertainty to publishers
• Uneven participation diminishes impact
• Discovery ecosystem resembles pre-
  OpenURL days of linking
• Complexity and uncertainty poses barriers
  for participation


                                              3
Intended audience
• Libraries
• Content providers
• Discovery service providers




                                4
Balance(?!) of constituents
    Libraries
 Marshall Breeding, (prev) Vanderbilt University   David Lindahl, University of Missouri, Kansas City
 Jamene Brooks-Keiffer, Kansas State University    Sara Brownmiller, University of Oregon
 Laura Morse, Harvard University                   Lucy Harrison, CCLA (D2D liaison/observer)
 Ken Varnum, University of Michigan                Michelle Newberry (prev) FCLA



    Publishers
 Lettie Conrad, SAGE Publications                  Aaron Wood, Alexander Street Press
 Roger Schonfeld, ITHAKA/JSTOR/Portico             Jeff Lang, Thomson Reuters
                                                   Bonnie Lawlor, NFAIS



    Service Providers
 Jenny Walker, Ex Libris Group                     Michael Gorrell, EBSCO Information Services
 John Law, Serials Solutions                       Jeff Penka, OCLC (D2D liaison/observer)


                                                                                                  5
ODI Project Goals:
• Identify … needs and requirements of the
  three stakeholder groups in this area of work.
• Create recommendations and tools to
  streamline the process by which information
  providers, discovery service providers, and
  librarians work together to better serve
  libraries and their users.
• Provide effective means for librarians to
  assess the level of participation by
  information providers in discovery services.
ODI Subgroups
•   Level of indexing; content availability
•   Technical formats: data format and transfer
•   Usage reporting
•   ‘Fair’ linking to content




                                              7
Outcomes
• Best practice recommendations
• Recommendations for ways to inform and
  promote adoption
• Recommendations for future work




                                           8
Timeline

Milestone                                  Target Date     Status

Appointment of working group               December 2011

Approval of charge and initial work plan   March 2012

Agreement on process and tools             June 2012

Completion of information gathering        October 2012

Completion of initial draft                June 2013

Completion of final draft                  October 2013

                                                               9
Connect with ODI
• ODI Project website:
  http://www.niso.org/workrooms/odi/

• Interest group mailing list:
  http://www.niso.org/lists/opendiscovery/

• Email ODI:
  odi@niso.org




                                             10
Thank you!



Jenny.Walker@exlibrisgroup.com

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Walker odi -uksg_2013-jenny_walker

  • 1. Open Discovery Initiative Jenny Walker Co-chair NISO ODI Jenny.Walker@exlibrisgroup.com UKSG April 2013 1
  • 2. The context • Emergence of library discovery service solutions – Based on index of a wide range of content – Commercial and open access – Primary journal literature, ebooks, and more • Adopted by thousands of libraries around the world, and impacts millions of users 2
  • 3. Need to bring order to chaos • Discovery brings value to library collections; uncertainty to publishers • Uneven participation diminishes impact • Discovery ecosystem resembles pre- OpenURL days of linking • Complexity and uncertainty poses barriers for participation 3
  • 4. Intended audience • Libraries • Content providers • Discovery service providers 4
  • 5. Balance(?!) of constituents Libraries Marshall Breeding, (prev) Vanderbilt University David Lindahl, University of Missouri, Kansas City Jamene Brooks-Keiffer, Kansas State University Sara Brownmiller, University of Oregon Laura Morse, Harvard University Lucy Harrison, CCLA (D2D liaison/observer) Ken Varnum, University of Michigan Michelle Newberry (prev) FCLA Publishers Lettie Conrad, SAGE Publications Aaron Wood, Alexander Street Press Roger Schonfeld, ITHAKA/JSTOR/Portico Jeff Lang, Thomson Reuters Bonnie Lawlor, NFAIS Service Providers Jenny Walker, Ex Libris Group Michael Gorrell, EBSCO Information Services John Law, Serials Solutions Jeff Penka, OCLC (D2D liaison/observer) 5
  • 6. ODI Project Goals: • Identify … needs and requirements of the three stakeholder groups in this area of work. • Create recommendations and tools to streamline the process by which information providers, discovery service providers, and librarians work together to better serve libraries and their users. • Provide effective means for librarians to assess the level of participation by information providers in discovery services.
  • 7. ODI Subgroups • Level of indexing; content availability • Technical formats: data format and transfer • Usage reporting • ‘Fair’ linking to content 7
  • 8. Outcomes • Best practice recommendations • Recommendations for ways to inform and promote adoption • Recommendations for future work 8
  • 9. Timeline Milestone Target Date Status Appointment of working group December 2011 Approval of charge and initial work plan March 2012 Agreement on process and tools June 2012 Completion of information gathering October 2012 Completion of initial draft June 2013 Completion of final draft October 2013 9
  • 10. Connect with ODI • ODI Project website: http://www.niso.org/workrooms/odi/ • Interest group mailing list: http://www.niso.org/lists/opendiscovery/ • Email ODI: odi@niso.org 10