You  Can’t  Browse  The  Stacks    In  A  Digital  Library  

 An  Report  on  the    

NISO  Open  Discovery  IniBaBve    

Todd Carpenter  Executive Director, NISO

June 20, 2014

The  Future  of  Library  Discovery  in  20  minutes  

A  bit  on  NISO    A  short  history  on  discovery  systems  &  standards  NISO  Open  Discovery  Ini9a9ve    Summary  of  recommenda9ons  

The  future  of  discovery  

June 20, 2014� 2�

➢ Non-­‐profit  industry  trade  associa9on  accredited    by  ANSI  

➢ Mission  of  developing  and  maintaining  technical  standards  related  to  informa9on,  documenta9on,  discovery  and  distribu9on  of  published  materials  and  media  

➢ Volunteer  driven  organiza9on:  400+  contributors  spread  out  across  the  world  

➢ Responsible  (directly  and  indirectly)  for  standards  like  ISSN,  DOI,  Dublin  Core  metadata,  DAISY  digital  talking  books,  OpenURL,  MARC  records,  and  ISBN  

About    

June 20, 2014� 3�

June 20, 2014�

38% Publishers/Publishing Organizations �

27% Libraries/Library Organizations �

123 LSA Members �(non-voting) �

35% Library Systems Suppliers, Publishing Vendors & Intermediaries �

ISO �

ANSI �

Other SDOs �

National Information Standards Organization (NISO)

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Standards  are  familiar,  even  if  you  don’t  noBce  

Image: DanTaylor Image: Joel Washing

June 20, 2014�

6�June 20, 2014�

Short  History  of  Library  Discovery  

Photo: Minneapolis College���of Art and Design Library

June 20, 2014� 7�

Photo: OSU Thompson Library Stacks” by Kristin Six

June 20, 2014�8�

9�June 20, 2014�

Short  History  of  Library  Discovery  

The  Context  for  Open  Discovery    •  Emergence  of  Library  Discovery  Services  solu9ons    

– Based  on  index  of  a  wide  range  of  content  – Commercial  and  open  access  content  – Primary  journal  literature,  ebooks,  as  well  as  more  general  web  content  

•  Adopted  by  thousands  of  libraries  around  the  world,  and  impact  millions  of  users  

•  Research  poin9ng  to  increased  library  usage  when  discovery  systems  are  implemented  

10�June 20, 2014�

The  Context  for  Open  Discovery    It’s  all  great  except  for  ….  

lack  of  clarity  about  how  index  discovery  providers          and  content  providers  should  interact  

data  exchange  and  copyright  concerns  

concerns  about  ranking  algorithms  

concerns  about  bias  of  various  sources  in  results  

11�June 20, 2014�

ODI  -­‐  Open  Discovery  IniBaBve      

Balance  of  ConsBtuents  Libraries  

Service  Providers  

13�

Marshall Breeding, Independent Consultant �Jamene Brooks-Kieffer, Kansas State University �Laura Morse, Harvard University�Ken Varnum, University of Michigan���

Sara Brownmiller, University of Oregon�Lucy Harrison, Florida Virtual Campus (D2D liaison/observer) �

Michele Newberry, Independent �

Publishers  Lettie Conrad, SAGE Publications �Jeff Lang, Thomson Reuters �Linda Beebe, American Psychological Assoc ��

Aaron Wood, Alexander Street Press �Roger Schonfeld, JSTOR, Ithaka�

Jenny Walker, Independent Consultant �John Law, Proquest �Michael Gorrell, EBSCO Information Services ��

David Lindahl, University of Rochester (XC) �Jeff Penka, OCLC (D2D liaison/observer) �

June 20, 2014�

Subgroups  

•  Technical  recommenda9ons  for  data  format  and  data  transfer  

•  Communica9on  of  library’s  rights/descriptors  regarding  level  of  indexing  

•  Defini9on  of  fair  linking  •  Exchange  of  usage  data  

14�June 20, 2014�

Out  of  Scope  

•  ODI  does  not  address  issues  related  to  performance  or  features  of  the  discovery  services  

•  Inherently  business  and  design  decisions  guided  by  compe99ve  market  forces.  Including:  

User  Interface  Relevancy  Ranking  APIs  exposed  by  discovery  services  Fair  Linking    Protocols  for  data  exchange  

15�

Deliverables  •  Vocabulary  •  NISO  Recommended  Prac9ce  for  Content  Providers:  – Metadata  elements  provide  to  Discovery  Services  – Metadata  Elements  provided  to  Libraries  – Disclosure  – Technical  Formats  

•  NISO  Recommended  Prac9ce  for  Discovery  Service  Providers:  – Discovery  Service  Content  Lis9ng  – Linking  – File  Formats  and  Methods  of  Transfer  – Usage  sta9s9cs  

•  Educa9on  &  Adop9on  •  Conformance  Checklists  

16�June 20, 2014�

ODI  Metadata  from  content  providers  to  library  

ODI  Metadata  to  discovery  providers  

ODI  Metadata  from  DSP  to  Library  

Disclosure  

Annual  repor9ng  requirements:  •  Discovery  service  providers  should  offer  an  affirma9ve  statement  of  the  neutrality  of  their  algorithms    

•  Discovery  service  providers  should  explain  business  connec9ons  with  content  providers    

Licenses  or  contracts  should  not  include  non-­‐  disclosure  agreements  and  similar  arrangements  in  order  to  enable  transparency  regarding  any  possible  bias  

20�

Recommended  Metrics  

•  Recommended  Metrics  Provided  to  Content  Providers  Total  number  of  searches  

Result  clicks  Total  number  of  click-­‐throughs    

•  Recommended  Metrics  Provided  to  Libraries  Total  number  of  searches  per  month  

Total  number  of  unique  visitors  per  month  Total  number  of  click-­‐throughs  per  month  Top  500  search  queries  for  the  last  period  Top  100  referring  URLs  to  the  discovery  service  for  the  last  period     21�

Recommended  Next  Steps  

•  Applica9on  Programming  Interfaces  (APIs)  •  Managing  “Restricted”  Content  in  Discovery  Services  

•  Aggrega9on  of  Repor9ng  (Content/Collec9on)  •  On-­‐Demand  Lookup  by  Patrons  •  Research  and  Analysi  of  Fair/Unbiased  Linking  •  Con9nued  COUNTER  developments  

22�

How  things  have  progressed  

•  30-­‐day  public  comment  period  October  18-­‐November  18,  2013  

•  Working  Group  evalua9on  of  comments,  edits  to  RP,  responses  

•  Working  Group  approval  •  Discovery  to  Delivery  Topic  CommiQee  approval  approval  (pending)  

•  NISO  PublicaBon  (pending)  

23�June 20, 2014�

The  Future  of  Discovery  

Discovery  of  Non-­‐Textual  Content  

New  Forms  of  Science  Communica9on  

Image: Domenico, Caron, Davis, et al.

Linked  Open  Data  

Altmetrics  for  discovery  

Coming  this  Fall!    

The  Future  of  Library  Discovery  Systems  NISO  White  Paper  

by  Marshall  Breeding  

Other  related  acBviBes  

•  NFAIS  Recommended  Prac9ces:  Discovery  Services  info.nfais.org/info/Recommended_Prac9ces_Final_Aug_2013.pdf  

•  Digital  Library  Federa9on  ILS  Discovery  Interface  Task  Group  (ILS-­‐DI)  old.diglib.org/architectures/ilsdi/      

•    JISC  Discovery  Programme    discovery.ac.uk/    

•  KBART–Knowledge  Base  And  Related  Tools  www.niso.org/workrooms/kbart    

•  Music  Discovery  Requirements  commikees.musiclibraryassoc.org/ETSC/MDR    

30�

We  all  want  our  own  

June 20, 2014� 31�

Questions?

Todd Carpenter

Executive Director tcarpenter@niso.org

@TAC_NISO

National Information Standards Organization (NISO)  3600 Clipper Mill Road, Suite 302 Baltimore, MD 21211 USA  +1 (301) 654-2512  www.niso.org  

June 20, 2014� 32�