ODI - Open Discovery Initiative

Elise SassoneNISO Update at ALA Annual

26 June 2016

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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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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ODI Standing Committee2014-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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ODI Standing Committee RosterLibraries

Publishers

Service Providers Ope

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Initi

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(ODI

) Rec

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to

Con

tent

Pro

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rs a

nd Li

brar

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Marshall Breeding, Independent ConsultantKen Chad, Ken Chad Consulting, Ltd.Laura Morse, Harvard University

Jason Price, SCELC

Ken Varnum, University of Michigan

Lettie Conrad, SAGE PublicationsSusan Hillson, APAKaren McKeown, Cengage Learning

Elise Sassone, Springer

Julie Zhu, IEEE

Scott Bernier, EBSCO Information ServicesRachel Kessler, Ex Libris/ProQuest

Mike Showalter, OCLC

Standing Committee Initiatives

• A&I Outreach• Discovery Outreach• Library Advocacy• Conformance Statement Support• Visibility

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

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

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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/

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

Visibility

• Improve communication to stakeholders• Increase the visibility of ODI

ODI Updates

New page with back issues of the ODI Newsletter

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ODI Participation• Review NISO RP-19-2014, Open Discovery Initiative: Promoting Transparency in

DiscoveryDownload NISO RP-19-2014 PDF

• On the web: http://www.niso.org/workrooms/odi

• Help with Conformance Checklisthttp://www.niso.org/workrooms/odi/conformance

• Library Materialshttp://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 Library Professionals

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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Thank you! Questions?

http://www.niso.org/workrooms/odi/