Open Discovery Initiative Successes - January 28, 2015

NISO Working Group Connections LIVE!
Collaborative Improvements:
ODI Success Stories
Wednesday, January 28, 2015
Speakers:
Laura Morse, Director, Library Systems, Library Technology Services, Harvard University
Lettie Conrad, Executive Manager, Product Analysis, SAGE Publications
Don Gilstrap, Dean of University Libraries, Wichita State University
Barbara Chen, Director of Bibliographic Information Services and Editor, MLA International
Bibliography, Modern Language Association
Rachel Kessler, Product Manager, Primo Central, Ex Libris Ltd.
Michal (Michelle) Gindi, Director of Publisher Relations, Ex Libris Ltd.
Angela D’Agnostino, Vice President, Business Development, ProQuest
http://www.niso.org/news/events/2015/wg_connections_live/

Collaborative Improvements:
ODI Success Stories
Agenda
1:00 p.m. Introduction: Nettie Lagace, Assistant Director for Programs, NISO
1:10 p.m. Brief background on role of discovery service in the library and ODI: Laura Morse, Director, Library Systems, Library
Technology Services, Harvard University & Lettie Conrad, Executive Manager, Product Analysis, SAGE Publications
Stakeholder Perspectives on Discovery Challenges
1:20 p.m. - 1:30 p.m. Discovery and Library Strategic Planning: Don Gilstrap, Dean of University Libraries, Wichita State University
1:30 p.m. - 1:40 p.m. MLA International Bibliography Challenges and Concerns in the Discovery Environment: Barbara Chen,
Director of Bibliographic Information Services and Editor, MLA International Bibliography, Modern Language Association
1:40 p.m. - 1:50 p.m. Stakeholder Perspectives on Discovery Challenges: Rachel Kessler, Product Manager, Primo Central, Ex Libris
Ltd.
ODI Success Stories
1:50 p.m. - 2:10 p.m. How Successful is the MLA International Bibliography in the Discovery Environment? Barbara Chen, Director
of Bibliographic Information Services and Editor, MLA International Bibliography, Modern Language Association & Lettie Conrad,
Executive Manager, Product Analysis, SAGE Publications
2:10 p.m. - 2:30 p.m. Overview of the recent ProQuest/Ex Libris collaboration: Michal Gindi, Director of Publisher Relations, Ex
Libris Ltd. & Angela D’Agnostino, Vice President, Business Development, ProQuest
2:30 - 3:00 p.m. Panel Discussion: Moderated by Laura Morse, Director, Library Systems, Library Technology Services, Harvard
University and Lettie Conrad, Executive Manager, Product Analysis, SAGE Publications

The Context for ODI
• Based on a meeting at ALA Annual Conference in New
Orleans on Sunday, June 26, 2011. Recognition of the
following trends and issues:
– 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.
3

Recommended Practice
• Open Discovery Initiative: Promoting Transparency in
Discovery (NISO RP-19-2014) - June 26th, 2014
– Vocabulary
– NISO Recommended Practice
– Mechanisms to evaluate conformance with recommended
practice
4

ODI Standing Committee
The Open Discovery Initiative Standing Committee was formed following
approval of the Recommended Practice published by NISO on June 25, 2014
We are charged with the following tasks:
• Promotion and education of ODI Recommended Practice for all stakeholders
• Support for content providers and discovery service providers during
adoption and completion of conformance checklists
• Provide a forum for ongoing discussion related to all aspects of discovery
platforms for all stakeholders
• Consider next steps for items deemed out scope from the original ODI Work
Group Recommended Practice
• Identify emerging needs in the open discovery space and determine
appropriate courses of action
• Make recommendations to the D2D topic committee on further work items
required to fulfill the goals of the Open Discovery Initiative
5

ODI Standing Committee Roster
Libraries
Publishers
Service Providers
6
Marshall Breeding, Independent Consultant
Laura Morse, Harvard University
Jason Price, SCELC
Ken Varnum, University of Michigan
Dave Whisenant, Florida Virtual Campus
Lettie Conrad, SAGE Publications
Michael McFarland, CredoReference
Jill O’Neill, NFAIS
Elise Sassone, Springer
Aaron Wood, Ingram Content Group
Julie Zhu, IEEE
Scott Bernier, EBSCO Information Services
Steven Guttman, Proquest
Rachel Kessler, Ex LIbris
John McCullough, OCLC

Current Initiatives
Current Focus Areas
• Education
• Conformance
• Technical
7

Education
Working to promote the Best Practice and ODI
initiatives for all stakeholder groups
– Conferences & Webinars – providing updates about ODI
activities and opportunities for dialog
– Communication streams
• Twitter – please follow NISO_ODI
• Regular email communications – sign up for ODI Discussion list
http://www.niso.org/lists/opendiscovery/
• Coming Soon – brochure summarizing the key points of the best
practice
8

Conformance
9
Working to provide support for content providers and
discovery providers during adoption
– Conformance Checklists, some soon to be published!
– Forums for questions / discussion
• Sign up for ODI Discussion list
http://www.niso.org/lists/opendiscovery/
• Email us on odi-sc@niso.org

Technical
Working to ensure that technology is not a
barrier to participation in ODI
– Focus on outstanding items outlined in the
recommended practice
• APIs
• Linking
• Usage reporting
10

Definitions of Success
• Good discovery is…finding!
• Effective search results
• Comprehensive
• Unified, simple
• Happy users!
11

DISCOVERY & THE LIBRARY’S
STRATEGIC PLAN
Donald L. Gilstrap, PhD
Dean and Professor of Libraries and Professor
of Educational Leadership
WICHITA STATE UNIVERSITY

GOAL #1
Promote a superior user
experience through the
development of
innovative services that
support the educational,
cultural, and research
needs of the university
and its community
partners.

USER EXPERIENCES -
CUSTOMER
LOYALTY
Showcasing the
value of the library;
Creating happy,
repeat customers

DISCOVERY IS A DRIVER
• Discovery services are becoming the
window to the world of our library
resources.
• Discovery layers are now the
centerpiece

THE REALITY
• Our catalog records are only a
SUBSET of the library’s collection;
Discovery is our entire collection
• Streamlining staff workflows is
important, but…

ODI - METADATA SHARING
AND TECHNOLOGY SHARING
• Metadata sharing is only part of the
equation
• Technology sharing may be even more
important for the success of ODI

INTEROPERABILITY
BETWEEN
SYSTEMS
Allowing for a “Best
of Breed” approach;
Evaluate & Choose
Each Component

LIMITATIONS TO PROGRESS
ON ODI
• Best of breed components should
be optimized and supported
through vendor
partnerships
• Example:
Apple and
Microsoft

EXAMPLE FOR WSU
• EBSCO Metadata available to all major
discovery services
• As an EDS customer
we already have
this data

EXAMPLE (CONT.)
• We chose EDS; evaluations showed it is
the best product for our users & our
environment
• But at present, it doesn’t seamlessly work
with our ILS, making a less-than-ideal
catalog experience for our end users

EXAMPLE: TECHNOLOGY
SHARING HAS A REAL IMPACT…
• So, for WSU, metadata sharing is important, but
technological interoperability is more important
• Examples
– EDS provides automated updates with Proquest workflows
– Gale content sharing
– D-space and ContentDM
– WMS: a great example of collaboration with ILS & Discovery

HOWEVER…
• Technology partnerships mean equal
opportunity for libraries
• Each library can optimize its choice of
services

WHAT DOES THE FUTURE HOLD
FOR US?
• We are at a crossroads of change – and the
traditional catalog is under scrutiny
• Our users are demanding more
• Vendors sometimes hasten the process of
change:
– In ways that force reactions from libraries

IN THE END…
It’s about our users, and our ability to
create their greatest possible experiences
with the library and its resources.

MLA International Bibliography
Challenges and Concerns in the
Discovery Environment
Barbara Chen
Director of Bibliographic Information
Services & Editor, MLA International
Bibliography

• Worldcat Local
• EBSCO EDS
• ProQuest Summon
• ExLibris Primo Central

Database producers need to
provide as many access points to
their data as possible

Discovery services need to
authenticate users before they
can view any MLA citations

Usage statistics numbers don’t
add up.

How does our database stack up
again the rest of the data included in
a library discovery service?

CHALLENGES FOR
DISCOVERY SYSTEMS
INTEGRATING METADATA FROM DISPARATE
SOURCES
Rachel Kessler, Product Manager

INTEGRATING METADATA FROM DISPARATE SOURCES
Primo CentralInformation Resources

1) Discoverable
2) Facilitates delivery
3) Visually appealing
Objectives when normalizing data

Example 1
“Microsoft's antitrust fine - Sin of omission”
Information in publication title field:
[t][The economsst]
Example 2
“Valuation of mangrove services of Andaman and Nicobar Islands, India”
Information in the date field:
date=1013
Example 3
“Book review corner”
Information in the resource type field:
<cto:doctype>cp</cto:doctype>
(“cp” stands for conference proceeding!)
Poor Quality metadata

Provider 1
Provider 2
CATALOGING PRACTICES

Citation data from Provider 1

URL sent to Provider 2
http://www.provider2.com/openurl?volume=6&date=2003&issn=1520-
5436&spage=457&issue=4&genre=article

URL sent to Provider 2
URL expected by Provider 2 based on their cataloging practices

“The Spread of Scientific Information: Insights from the Web Usage
Statistics in PLoS Article-Level Metrics (PLoS Information
Diffusion)”
Provider 1
<copyright-statement>
Yan, Gerstein. This is an open-access article distributed under the terms of the
Creative Commons Attribution License, which permits unrestricted use, distribution, and
reproduction in any medium, provided the original author and source are credited.
</copyright-statement>
Provider 2
No indicator
Provider 3
No indicator
Open Access

1) Rigid standards
2) Cooperation w/ providers
3) Technology
Persevering through challenges

THANK YOU!
Rachel Kessler, Product Manager
rachel.kessler@exlibrisgroup.com

Success? There’s a
yes but …

• Does lack of full text affect placement?
• Are Bibliography records found to be
most discoverable for language or
literary searches?
• How is indexing displayed? Are all
fields represented?
• What do platform designers and
database producers (i.e. the
Bibliography) agree on the most
important filters for discovery?
• Who is making decisions on how
databases are searched and displayed?

The MLA International Bibliography in Discovery Services
Questionnaire:
Name of library ________________________________________________
Name of discovery product (if known)______________________________________
Perform 3 searches:
· Lord Byron and gender # of results: _________
· Leo Tolstoy War and Peace # of results: _________
· Victorian melodrama # of results: _________
Reports on any additional searches you perform will be greatly appreciated!
What filters are available?
□ Topic
□ Subject headings
If subject headings are available as filters, do they include MLA subject headings (i.e. 1800-
1899)
□ Author/creator
□ Date of publication/creation date
□ Resource/content type
□ Language
□ Journal title

• Librarians were very positive about the
questionnaire and gave me much more
information than I requested.
• The Bibliography is discoverable in
language and literary searches
• The Bibliography can and does appear on
the first results screen
• Subject headings are available for search
and display to users.
• We know more about discovery than we
did before. i.e. what filters are being
applied in the platforms.

THANK YOU TO ALL LIBRARIANS
WHO PARTICIPATED IN THE
SURVEY!!
Barbara Chen
Director of Bibliographic Information
Services and Editor, MLA
International Bibliography
Modern Language Association
bchen@mla.org

Los Angeles | London | New Delhi
Singapore | Washington DC
ODI Success Stories
Lettie Conrad
Executive Manager of Product Analysis
Online Products, SAGE

● Evidence-based discovery strategies
● Metadata stewardship and distribution
● Participating and collaborating

Library discovery services
● 15-30% traffic from libraries
● Journals: 24% growth since 2012

SAGE Knowledge Case Study
Bounce rate Pages / visit Visit length
Open web 85% 1 0:40
Library 29% 4 4:88
Academic 26% 6 3:02

62
ProQuest / Ex Libris Collaboration
NISO Working Group Connections LIVE!| January 28, 2015
Angela D’Agostino, Vice President, Business Development, ProQuest
Michal (Michelle) Gindi, Director of Publisher Relations, Ex Libris

6363
Content Providers LibrariesSubscriptionDiscovery Providers
Industry Stakeholders & Goals
End-users

6464
Content Providers Libraries
Making scholarly content available through the library’s discovery
tool of choice while maximizing its discoverability and
accessibility to the library patrons
SubscriptionDiscovery Providers
Industry Stakeholders & Goals
End-users
Library Patrons

6565
• Long-term collaboration agreement
• ProQuest provides its data for Primo Central and
Alma Community Zone
• Ex Libris provides its APIs to ProQuest
The contract
Benefits for mutual customers
• ProQuest data adds hundreds of millions of high-quality
scholarly materials to Primo Central:
• ProQuest New Platform, Chadwyck-Healey, ProQuest Congressional,
and ebook content
• Enhanced metadata and full text
• 300 collections already released; more collections are coming
The Agreement

7070
Record
Duplication
Articles on the ProQuest platform are
carried in multiple products.
Taking the data as is will cause:
• Search results in Primo to display
duplicate ProQuest records
• Logistical issues to both parties
• High hosting and integration cost for
Ex Libris
Solution:
• ProQuest provides a de-duplicated
data feed containing only ONE copy of
each record appearing on the ProQuest
platform (for the products within our
agreement)
Technical Integration

7171
Record
Duplication
Excluded
Content
ProQuest platform includes content excluded
from the agreement:
• 3rd party content ProQuest has no right
to distribute
• Content agreed to be excluded by both
parties
Solution:
• ProQuest provides a data feed excluding
the above content

7272
Record
Duplication
Excluded
Content
ebrary
Current data feed doesn’t reflect all content
available on ebrary’s customer-facing
platform.
Solution:
• ProQuest is creating an improved set
of MARC records for nearly 100% of
the records available on the customer-
facing platform
• The new feed will suit the needs of
Alma, SFX, and PC resulting in:
• Consistency for customers
• Processing efficiencies for Ex
Libris and ProQuest

7373
Customer
Support
Addressing customer inquiries:
• Problems with ProQuest metadata
• Assistance in collection activations
• Additional databases
Solution:
• ProQuest and Ex Libris have created
mutual workflows and communication
channels between support teams
Post-Integration

PROQUEST AND EX LIBRIS
COLLABORATION
Michal (Michelle) Gindi, Director of Publisher Relations, Ex Libris
Angela D’Agostino, Vice President, Business Development, ProQuest
January 28, 2015

Why partner with a competitor?
One answer with tens of thousands of variations!

Why?
76
1. Make our customers happy
2. Enable end users to find our content at their point of search
3. Maximize our mutual customers’ investment in work flow
tools and content
4. Increase usage of ProQuest content

Why not?
77
1. It’s hard
 First and foremost we must both protect our mutual
customers’ best interests which means protecting confidential
and proprietary data while making sure they are getting what
they paid for
 In parallel we must protect our publisher partners’ best
interests and assets, in some cases respecting their wishes
not to be included even if we disagree
 Our data products were not built with other platforms in mind
2. We compete
 We are working through confidentiality issues but they do at
times present obstacles to smooth execution
 We have great mutual respect and are focusing on our
customers to bridge gaps

Success: Social media and blog engagement
78

Success: Customer satisfaction
79
“…not only does ProQuest
have great unique content,
I like… the fact that
ProQuest items recently
became discoverable
through Ex Libris.”
“…Integrating
your resources in
our discovery
tool [Primo], but
it's already on
the way to be
done.”
Academic Library Director in the United States
French librarian when asked “How can
ProQuest serve you better?”
“When [we] review
consortia products for
sponsorship or purchases,
[we] check the availability
of certain content in
various discovery tools and
rate the scores based on
that during the tender
process.”
Consortia committee member
“[We] appreciate
open collaboration
among vendors to
help [us] do [our]
job.”
“…[we] appreciate
the collaboration
between [ProQuest]
and Ex Libris…it
shows [ProQuest] is
considering our
needs and doing
something about it.”
Library Director in Italy
Library Director in Spain
“Some customers
have invested a lot
of time and money
into Primo/ALMA
and will be doing
so for 3 to 5 years
so to know that PQ
content is indexed
..was very
positive.”
Sales Manager from ProQuest

Future opportunities
• Additional content sets
• Integration between Summon and Alma
80

THANK YOU!
angela.dagostino@proquest.com

NISO Working Group Connections LIVE! • January 28, 2015
Questions?
All questions will be posted with presenter answers on
the NISO website following the webinar:
http://www.niso.org/news/events/2015/wg_connections_live/
Collaborative Improvements: ODI Success Stories

Thank you for joining us today.
Please take a moment to fill out the brief online survey.
We look forward to hearing from you!
THANK YOU

Open Discovery Initiative Successes - January 28, 2015

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Open Discovery Initiative Successes - January 28, 2015