This document summarizes a webinar on discovery and collection development. It discusses the changing landscape of discovery with the rise of discovery platforms and layers. Current industry initiatives on publication metadata are also covered. Strategies for effective metadata are suggested, including adhering to standards and uniquely identifying works. Ringgold's ProtoView service is introduced as a way to power discovery by developing and disseminating high quality publication metadata to various channels. The benefits of identifiers and standards are emphasized for discoverability.

1. Ringgold Webinar Series: Session 3
February 12, 2014

2. Today’s Agenda
 The changing landscape of discovery and collection
development & why it matters
 Discovery platforms and discovery layers
 Current industry initiatives surrounding publication metadata
 Strategies, tactics and potential pitfalls
 Ringgold's ProtoView service – using data to power discovery

4. What do
we need to
describe?
People
Authors
Members
Editors & other contributors
Customers / subscribers
Places
Publications
Customers/Suppliers
Universities/libraries
Publishers / Agents
Funders
Books & ebooks
Journals
Articles
Chapters

5. What do
we need to
describe?
People
Authors
Members
Editors & other contributors
Customers / subscribers
Places
Publications
Customers/Suppliers
Universities/libraries
Publishers / Agents
Funders
Books & ebooks
Journals
Articles
Chapters

6. Warning:
Lack of high quality information reduces the likelihood of
content to be discovered.

7. Content is King?
 Metadata is the real ruler of the realm
 “Good quality” data is the foundation of effective promotion
 Using narrative descriptions of content has always been
important, but is having a greater impact than ever

8. Lifecycle of Metadata

9. Evolution of Search & Discovery
WSDS
Consortia
Improved online
access
Just in time
Demand Driven
Acquisition
Online OPACs
Web search
Instant
gratification
Partner holdings
Non-linear
lending
Metrics
ILL
Card Catalogs
Holdings
Print
Limited online
access
Knowledge bases
Remote patron
access
Online
journals, books,
databases
Supply chain
increasingly
complex.

10. Many terms tossed around…
Federated search, Metasearch, NextGen catalogs, discovery
layers --- and now “Web Scale Discovery Service”
An improved search experience has always been the motivation
behind innovation…
The latest generation of tools are something different.

11. A Definition of Web Scale Discovery
 A pre-harvested central index coupled with a richly featured
discovery layer providing a single search across a library’s
local, open access, and subscription collections.

12. The Black Box
The people who know how these systems work aren’t telling

13. Next Generation Discovery Platforms

14. Not Just Another Search
 PDA/DDA are purchasing models that were ahead of
technology’s ability to properly accommodate. The
acquisition systems developed in conjunction with WSD
represent a logical progression of capabilities
 Patron-driven acquisition, or PDA, is not new, but it is on the
rise. Approximately 400 to 600 libraries worldwide have
switched to a patron-driven system for purchasing new
works, and that number is likely to double over the next year

15. The Basics (More Is Better)
 Title
 Author
 Format
 ISBN
 Subject categories
 Imprint
 Link to publisher’s dedicated page
 Publication Date
 Price

16. Data = Sales
 Titles that meet the BIC Basic standard see average sales 98%
higher than those that don’t meet the standard
 Records with complete BIC Basic data but no image have
average sales…of 473% [higher] in comparison to those
records which have neither the complete BIC Basic data
elements or an image.
 The difference in average sales between records which…don’t
have enhanced metadata, and records which do…have
enhanced metadata elements is on average over 2,600
units, which represents an increase of almost 700%

17. “Portland State is no longer using subject selectors to
build print collections – we have moved to a pure
Demand Driven Acquisitions model.” – Acquisitions
Librarian, Portland State University
We have heard similar statements from a range of libraries

18. Publication Metadata & Unique Identifiers

19. Content-related Identifiers
 ISSN, eISSN
 ISBN
 DOI
 LCCN
 ISTC
 ORCID
 ISNI

20. Important Identifier Initiatives
 ORCID
 BISG – International taxonomy of subjects (Thema standard)
 ISNI
 CASRAI report – Consortia Advancing Standards in Research
Administration Information (UK)
 FundRef

21. Practical advice about what to do… and not do with your data

22. Strategy Suggestions
 Create the most complete metadata possible
 Distribute widely and efficiently
 Adhere to standards
 Uniquely describe each manifestation of a work
 Develop an internal policy to create uniform data across all
published works

23. Practical Tactics
 Require authors to establish an ORCID profile
 Create links into content, the more specific the better
 Develop concise descriptions of content (not jacket copy)
 Include as much as practical – e.g. abstracts of chapters are
often written by the authors themselves
 Apply unique identifiers to establish longevity of the
metadata (e.g. ORCID, ISBN, ISSN, DOIs Ringgold ID, ISNI)
 Evaluate the benefits of working with outside partners to
assist in metadata development, application and syndication

24. Pitfalls to Avoid
Non-Standardized Naming Conventions
Result: Poorly associated data in the supply chain.
 Example 1: Inconsistent author listings, e.g. John Smith, J
Smith, Smith J etc.
Solution: use ORCID numbers
 Example 2: Lack of affiliations between authors and institutional
customers.
Solution: use the Ringgold or ISNI number
 Example 3: Inability to link author and customer data together.
Solution: use the Ringgold or ISNI number

25. Pitfalls to Avoid (continued)
Lack of or Inadequate Subject Classifications and
Keywords:
Result: Poor positioning in search results & missed sales
 Example 1: Applying non-standard subject classifications causes a
mismatch against what is expected by libraries or end-users
Solution: Use standard classifications and best practices
 Example 2: Subjects applied without an international standard -
cross-discipline keywords lacking e.g. Football in the US does not
mean the same as Football in Europe.
Solution: Use standard classifications + rich keywords and abstracts

26. Pitfalls to Avoid (continued)
Lack of clarity regarding format and versions:
Result: Confusion within sales and distribution channels
 Example 1: Users fail to find a compatible format for the title they
want
Solution: Apply ISBNs correctly – unique identifier for each e-edition
 Example 2: Citations are incorrect or inconsistent
Solution: Apply version-specific pagination if appropriate
 Example 3: Links to content fail over time
Solution: Apply DOIs to establish a persistent and reliable link
 Example 4: Data is not fully utilized/indexed by discovery systems
Solution: Output information in industry standard formats (ONIX)

27. Using Data to Power Discovery

28. ProtoView – Not Just Books
 A service that creates and disseminates publication metadata
on behalf of scholarly publishers
 Developed from a successful model as the next generation of
services to meet the needs of an evolving market
 Guided by industry best practices and standards
Built on the Book News, Inc. foundation and its 35 years of
experience in providing promotional services for publishers

29. ProtoView in the supply chain

31. ProtoView

34. ProtoView bridges the gap between
data and discovery
 Ringgold has developed the first service that combines
standard identifiers and descriptive metadata (title and
optional chapter abstract summaries)
 ProtoView is a publisher’s best route to establish an enhanced
presence for publications within discovery and acquisition
systems which are otherwise inaccessible

35. ProtoView offers:
 Rapid, professional production of enhanced metadata for
both print and e-books, journals and online content.
 Link to the supply chain – Large scale dissemination
 Custom data profiles to accommodate any publisher need.
 Multi-channel approach to end users:
 Prompt delivery to discovery services
 Repackaged by library service companies
 New web interface customized for buyers of scholarly works
 Automatic alerts of new titles to end users of ProtoView.com

36. Some of the metadata included for books
 About the Book
 Keywords
 Book title
 Webpage
 ProtoView Abstract
 DOIs
 Table of Contents
 Supporting book
information (e.g. Index,
references, datasets,
illustrations, etc.)
 Chapter Abstracts
 Publication date
 Series information
 Price
 Language
 Number of pages
 Alternate editions
 LC Class and Subjects
 Ringgold Subjects
 About the Publisher
 Publisher name
 Publisher Ringgold ID
 Publisher ISNI
 Publisher website
 Imprint
 Imprint Ringgold ID
 Imprint ISNI
 About Authors/Editors
 Author and/or Editor




name(s)
Author(s) ORCID
number
Institutional affiliation
and location
Affiliation Ringgold ID
Affiliation ISNI

37. Our current licensees (selected):
As a group, these leading resources are used in over 75% of US college libraries:
 Baker & Taylor
 TitleSource 3
 Majors Education Solutions
 Content Cafe
 YBP
 GOBI Selection Database
 EBSCO
 Book Index with Reviews
 EBSCOhost databases
 Gale – Cengage
 Gale Book Review Index Online Plus
 Ex Libris
 Primo
 ProQuest
 vLex.com
 Academic Research Library
 Canadian Business and Current Affairs
 ProQuest Central Research Library
 ProQuest Health and Medical
 ProQuest Humanities Module
 Eastern Book Company
 Book Lists
 Title Selection Database

38. References and further reading:
•JISC commissioned CASRAI Landscape study for the Organizational ID (UK) http://repository.jisc.ac.uk/5381/1/CC549D0011.0_org_ID_landscape_study.pdf
•The Ins and Outs of Evaluating Web-Scale Discovery Services by Athena Hoeppner http://www.infotoday.com/cilmag/apr12/Hoeppner-Web-ScaleDiscovery-Services.shtml
•Stakeholders Strive to Define Standards for Web-Scale Discovery Systems By Michael Kelley on October 11, 2012
http://www.thedigitalshift.com/2012/10/discovery/coming-into-focus-web-scale-discovery-services-face-growing-need-for-best-practices/
•White Paper: The Link Between Metadata and Sales By Andre Breedt, Head of Publisher Account Management; David Walter, Research and Development
Analyst, 2012 http://www.isbn.nielsenbook.co.uk/uploads/3971_Nielsen_Metadata_white_paper_A4(3).pdf
•The BIC Basic standards for bibliographic data provision http://www.bic.org.uk/17/BIC-Basic/
•Web-Scale Discovery in an Academic Health Sciences Library: Development and Implementation of the EBSCO Discovery Service
DOI:10.1080/02763869.2013.749111JoLinda L. Thompsona*, Kathe S. Obriga & Laura E. Abatea Medical Reference Services Quarterly Volume 32, Issue 1,
2013 http://www.tandfonline.com/doi/abs/10.1080/02763869.2013.749111
•Discoverability Challenges and Collaboration Opportunities within the Scholarly Communications Ecosystem: A SAGE White Paper Update by Mary M.
Somerville, University of Colorado Denver;Lettie Y. Conrad, SAGE Collaborative Librarianship Vol 5, No 1 (2013)
•Affection for PDA By Steve Kolowich 2012 Inside Higher Ed http://www.insidehighered.com/news/2012/06/20/research-foresees-demand-driven-bookacquisition-replacing-librarians-discretion#ixzz2VWOAqWoU
Personal Identifiers:
International Standard Name Identifier (ISNI) www.isni.org
Open Researcher and Contributor ID (ORCID) www.orcid.org
Scopus Author ID www.elsevier.com/online-tools/scopus
ResearcherID -http://wokinfo.com/researcherid
www.ringgold.com
www.protoview.com

39. Upcoming Webinars
Session 4: 30-Minute Workout: Quick
Tips for Better Customer Data Health
Wednesday February 26. 30 minutes.
Visit www.ringgold.com to see full
descriptions & to register.

40. Jay Henry
Chief Marketing Officer
www.ringgold.com
Jean Brodahl
Publisher Relations