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.
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
3.
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
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
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
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)
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
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.