This presentation was given during the NISO Update session at ALA in Orlando Florida on June 26, 2016. The speaker was Elise Sassone of Springer-Nature.

1. ODI - Open Discovery Initiative
Elise Sassone
NISO Update at ALA Annual
26 June 2016

2. ODI Refresher
Launched after ALA Annual 2011
• Emergence of Library Discovery Services 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 impact millions of users
• Agreements between content providers and
discovery providers ad-hoc, not representative of
all content, and opaque to customers.
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3. Goals of Working Group (2011-2014)
• Define ways for libraries to assess the level of
content providers’ participation in discovery services
• 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
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4. ODI Standing Committee
2014-today
• Formed summer of 2014.
• Following the ODI Recommended Practice document as
our guide, this standing ODI committee has the following
responsibilities:
– to promote educational opportunities about adoption of these
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), and
– to determine timing for next steps for ongoing work
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5. ODI Standing Committee Roster
Libraries
Publishers
Service Providers
OpenDiscoveryInitiative(ODI)Recommendations
toContentProvidersandLibraryProfessionals
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Marshall Breeding, Independent Consultant
Ken Chad, Ken Chad Consulting, Ltd.
Laura Morse, Harvard University
Jason Price, SCELC
Ken Varnum, University of Michigan
Lettie Conrad, SAGE Publications
Susan Hillson, APA
Karen McKeown, Cengage Learning
Elise Sassone, Springer
Julie Zhu, IEEE
Scott Bernier, EBSCO Information Services
Rachel Kessler, Ex Libris/ProQuest
Mike Showalter, OCLC

6. Standing Committee Initiatives
• A&I Outreach
• Discovery Outreach
• Library Advocacy
• Conformance Statement Support
• Visibility

7. A&I Outreach
• A&I providers’ concerns differ from those of
other content providers.
• The goal of the initiative’s work is to:
– Understand their barriers to entry
– Create recommendations so that discovery service
providers can alleviate their concerns

8. Discovery Outreach
• Difficult for content providers and libraries to
understand which content included
• Speak with discovery service providers,
content providers and libraries
• Draft recommendations for tools to query
discovery service index

9. Library Advocacy
Q: What can libraries do to ensure that discovery
services meet user and institutional needs?
A: A lot!
Q: What can libraries do to ensure that Licensed
Content is available discovery systems?
A: A lot!
www.niso.org/workrooms/odi/library_talking_points/
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10. Conformance Statement Support
Developed checklists based on the
Recommended Practice for providers at
http://www.niso.org/workrooms/odi/conformance
• Checklists for
– Content Providers
– Discovery Providers
• Directory of Completed Checklists

11. Visibility
• Improve communication to stakeholders
• Increase the visibility of ODI

12. ODI Updates
New page with back issues of the ODI Newsletter

13. ODI Participation
• Review NISO RP-19-2014, Open Discovery Initiative: Promoting
Transparency in Discovery
Download NISO RP-19-2014 PDF
• On the web: http://www.niso.org/workrooms/odi
• Help with Conformance Checklist
http://www.niso.org/workrooms/odi/conformance
• Library Materials
http://www.niso.org/workrooms/odi/library_talking_points/
• Twitter: @NISO_ODI
• Via email, subscribe: http://www.niso.org/lists/opendiscovery/
Open Discovery Initiative
(ODI) Recommendations to
Content Providers and
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14. Upcoming ODI Events
• Ken Varnum. ALA Annual 2016. NISO Open Discovery
Initiative Update, sponsored by ALCTS.
Monday, June 27, 8:30-10:00 AM. Orange County Convention
Center, Room W203.
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15. Thank you! Questions?
http://www.niso.org/workrooms/odi/