Todd Carpenter presentation of NISO Open Discovery Initiative at NFAIS Seminar in Philadelphia, PA on June 20, 2014.

1. You
Can’t
Browse
The
Stacks
In
A
Digital
Library
An
Report
on
the
NISO
Open
Discovery
IniBaBve
Todd Carpenter
Executive Director, NISO
June 20, 2014

2. The
Future
of
Library
Discovery
in
20
minutes
A
bit
on
NISO
A
short
history
on
discovery
systems
&
standards
NISO
Open
Discovery
Ini9a9ve
Summary
of
recommenda9ons
The
future
of
discovery
June 20, 2014 2

3. ➢ Non-­‐profit
industry
trade
associa9on
accredited
by
ANSI
➢ Mission
of
developing
and
maintaining
technical
standards
related
to
informa9on,
documenta9on,
discovery
and
distribu9on
of
published
materials
and
media
➢ Volunteer
driven
organiza9on:
400+
contributors
spread
out
across
the
world
➢ Responsible
(directly
and
indirectly)
for
standards
like
ISSN,
DOI,
Dublin
Core
metadata,
DAISY
digital
talking
books,
OpenURL,
MARC
records,
and
ISBN
About
June 20, 2014 3

4. June 20, 2014
38% Publishers/Publishing
Organizations
27% Libraries/Library
Organizations
123 LSA Members
(non-voting)
35% Library Systems Suppliers,
Publishing Vendors & Intermediaries
ISO
ANSI
Other SDOs
National Information Standards Organization (NISO)
4

5. 5
Standards
are
familiar,
even
if
you
don’t
noBce
Image: DanTaylor Image: Joel Washing
June 20, 2014

6. 6
June 20, 2014
Short
History
of
Library
Discovery

7. Photo: Minneapolis College
of Art and Design Library
June 20, 2014 7

8. Photo: OSU Thompson Library Stacks” by Kristin Six
June 20, 2014
8

9. 9
June 20, 2014
Short
History
of
Library
Discovery

10. The
Context
for
Open
Discovery
• Emergence
of
Library
Discovery
Services
solu9ons
– Based
on
index
of
a
wide
range
of
content
– Commercial
and
open
access
content
– Primary
journal
literature,
ebooks,
as
well
as
more
general
web
content
• Adopted
by
thousands
of
libraries
around
the
world,
and
impact
millions
of
users
• Research
poin9ng
to
increased
library
usage
when
discovery
systems
are
implemented
10June 20, 2014

11. The
Context
for
Open
Discovery
It’s
all
great
except
for
….
lack
of
clarity
about
how
index
discovery
providers
and
content
providers
should
interact
data
exchange
and
copyright
concerns
concerns
about
ranking
algorithms
concerns
about
bias
of
various
sources
in
results
11
June 20, 2014

12. ODI
-­‐
Open
Discovery
IniBaBve

13. Balance
of
ConsBtuents
Libraries
Service
Providers
13
Marshall Breeding, Independent Consultant
Jamene Brooks-Kieffer, Kansas State University
Laura Morse, Harvard University
Ken Varnum, University of Michigan
Sara Brownmiller, University of Oregon
Lucy Harrison, Florida Virtual Campus (D2D
liaison/observer)
Michele Newberry, Independent
Publishers
Lettie Conrad, SAGE Publications
Jeff Lang, Thomson Reuters
Linda Beebe, American Psychological Assoc
Aaron Wood, Alexander Street Press
Roger Schonfeld, JSTOR, Ithaka
Jenny Walker, Independent Consultant
John Law, Proquest
Michael Gorrell, EBSCO Information Services
David Lindahl, University of Rochester (XC)
Jeff Penka, OCLC (D2D liaison/observer)
June 20, 2014

14. Subgroups
• Technical
recommenda9ons
for
data
format
and
data
transfer
• Communica9on
of
library’s
rights/descriptors
regarding
level
of
indexing
• Defini9on
of
fair
linking
• Exchange
of
usage
data
14June 20, 2014

15. Out
of
Scope
• ODI
does
not
address
issues
related
to
performance
or
features
of
the
discovery
services
• Inherently
business
and
design
decisions
guided
by
compe99ve
market
forces.
Including:
User
Interface
Relevancy
Ranking
APIs
exposed
by
discovery
services
Fair
Linking
Protocols
for
data
exchange
15

16. Deliverables
• Vocabulary
• NISO
Recommended
Prac9ce
for
Content
Providers:
– Metadata
elements
provide
to
Discovery
Services
– Metadata
Elements
provided
to
Libraries
– Disclosure
– Technical
Formats
• NISO
Recommended
Prac9ce
for
Discovery
Service
Providers:
– Discovery
Service
Content
Lis9ng
– Linking
– File
Formats
and
Methods
of
Transfer
– Usage
sta9s9cs
• Educa9on
Adop9on
• Conformance
Checklists
16June 20, 2014

17. ODI
Metadata
from
content
providers
to
library

18. ODI
Metadata
to
discovery
providers

19. ODI
Metadata
from
DSP
to
Library

20. Disclosure
Annual
repor9ng
requirements:
• Discovery
service
providers
should
offer
an
affirma9ve
statement
of
the
neutrality
of
their
algorithms
• Discovery
service
providers
should
explain
business
connec9ons
with
content
providers
Licenses
or
contracts
should
not
include
non-­‐
disclosure
agreements
and
similar
arrangements
in
order
to
enable
transparency
regarding
any
possible
bias
20

21. Recommended
Metrics
• Recommended
Metrics
Provided
to
Content
Providers
Total
number
of
searches
Result
clicks
Total
number
of
click-­‐throughs
• Recommended
Metrics
Provided
to
Libraries
Total
number
of
searches
per
month
Total
number
of
unique
visitors
per
month
Total
number
of
click-­‐throughs
per
month
Top
500
search
queries
for
the
last
period
Top
100
referring
URLs
to
the
discovery
service
for
the
last
period
21

22. Recommended
Next
Steps
• Applica9on
Programming
Interfaces
(APIs)
• Managing
“Restricted”
Content
in
Discovery
Services
• Aggrega9on
of
Repor9ng
(Content/Collec9on)
• On-­‐Demand
Lookup
by
Patrons
• Research
and
Analysi
of
Fair/Unbiased
Linking
• Con9nued
COUNTER
developments
22

23. How
things
have
progressed
• 30-­‐day
public
comment
period
October
18-­‐
November
18,
2013
• Working
Group
evalua9on
of
comments,
edits
to
RP,
responses
• Working
Group
approval
• Discovery
to
Delivery
Topic
CommiQee
approval
approval
(pending)
• NISO
PublicaBon
(pending)
23June 20, 2014

24. The
Future
of
Discovery

25. Discovery
of
Non-­‐Textual
Content

26. New
Forms
of
Science
Communica9on
Image: Domenico, Caron, Davis, et al.

27. Linked
Open
Data

28. Altmetrics
for
discovery

29. Coming
this
Fall!
The
Future
of
Library
Discovery
Systems
NISO
White
Paper
by
Marshall
Breeding

30. Other
related
acBviBes
• NFAIS
Recommended
Prac9ces:
Discovery
Services
info.nfais.org/info/Recommended_Prac9ces_Final_Aug_2013.pdf
• Digital
Library
Federa9on
ILS
Discovery
Interface
Task
Group
(ILS-­‐DI)
old.diglib.org/architectures/ilsdi/
•
JISC
Discovery
Programme
discovery.ac.uk/
• KBART–Knowledge
Base
And
Related
Tools
www.niso.org/workrooms/kbart
• Music
Discovery
Requirements
commikees.musiclibraryassoc.org/ETSC/MDR
30

31. We
all
want
our
own
June 20, 2014 31

32. Questions?
Todd Carpenter
Executive Director
tcarpenter@niso.org
@TAC_NISO
National Information Standards Organization (NISO)
3600 Clipper Mill Road, Suite 302
Baltimore, MD 21211 USA
+1 (301) 654-2512
www.niso.org
June 20, 2014 32