1 introducing the open discovery initiative north american serials interest group june 9, 2012...
TRANSCRIPT
![Page 1: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/1.jpg)
1
Introducing theOpen Discovery
InitiativeNorth American Serials Interest Group
June 9, 2012
Marshall Breedinghttp://www.librarytechnology.org/http://twitter.com/mbreeding
![Page 2: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/2.jpg)
BACKGROUND AND ISSUES
Library search and discovery
2
![Page 3: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/3.jpg)
Evolution of library search• Card Catalogs• Online Catalogs• Federated search tools• Next-generation library catalogs• Index-based discovery services
3
![Page 4: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/4.jpg)
Online Catalog
• Books, Journals, and Media at the Title Level
• Not in scope:– Articles– Book Chapters– Digital objects
Scope of SearchSearch:
Search Results
ILS Data
![Page 5: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/5.jpg)
Discovery Interfaces
Search: Digital Collections
ProQuest
EBSCOhost
…MLA
Bibliography
ABC-CLIO
Search Results
Real-time query and responses
ILS Data
Local Index
Federated S
earch E
ngine
![Page 6: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/6.jpg)
Index-based Discovery
Search: Digital
Collections
ProQuest
EBSCOhost
…MLA
Bibliography
ABC-CLIO
Search Results
Harvesting and indexing performed in advance
Consolidated Index
ILS Data
![Page 7: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/7.jpg)
Citations > Full Text
• Citations or structured metadata provide key data to power search & retrieval and faceted navigation
• Indexing full-text of content amplifies access
• Important to understand depth indexing– Currency, dates covered, full-text or
citation– Many other factors
![Page 8: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/8.jpg)
Need to bring Order to Chaos• Important space for libraries and
publishers• Discovery brings value to library
collections• Discovery brings uncertainty to
publishers• Uneven participation diminishes
impact• Ecosystem dominated by private
agreements • Complexity and uncertainty poses
barriers for participation
8
![Page 9: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/9.jpg)
Library Perspective
• Strategic investments in subscriptions• Strategic investments in Discovery Solutions to provide
access to their collections, including access to electronic resources
• Require comprehensive representation of resources in discovery indexes– Problem with access to resources not represented in index– Encourage all publishers to participate and to lower thresholds
of technical involvement and clarify the business rules associated with involvement
• Need to be able to evaluate the depth and quality of these index-based discovery products
• Facilitate a healthy ecosystem among publishers, discovery service providers, and libraries
![Page 10: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/10.jpg)
Collection Coverage?
• To work effectively, discovery services need to cover comprehensively the body of content represented in library collections
• Why do some publishers not participate?• Is content indexed at the citation or full-
text level?• What are the restrictions for non-
authenticated users?• How can libraries understand the
differences in coverage among competing services?
![Page 11: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/11.jpg)
Evaluating the Coverage of Index-based Discovery Services
• Intense competition: how well the index covers the body of scholarly content stands as a key differentiator
• Difficult to evaluate based on numbers of items indexed alone.
• Important to ascertain how your library’s content packages are represented by the discovery service.
• Important to know what items are indexed by citation and which are full text
![Page 12: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/12.jpg)
OPEN DISCOVERY INITIATIVE
12
![Page 13: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/13.jpg)
ODI Pre-History
• June 26, 2011: Exploratory meeting @ ALA Annual
• July 2011: NISO expresses interest• Aug 7, 2011: Proposal drafted by
participants submitted to NISO• Aug 2011: Proposal accepted by D2D• Vote of approval by NISO
membership• Oct 2011: ODI launched• Feb 2012: ODI Workgroup Formed
13
![Page 14: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/14.jpg)
Organization
• Reports in NISO through Document to Delivery topic committee (D2D)
• Staff support from NISO through Nettie Lagace
• Co-Chairs– Jenny Walker (Ex Libris)– Marshall Breeding (Library Consultant)
• D2D Observer: Jeff Penka (OCLC)
14
![Page 15: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/15.jpg)
Balance of Constituents
Libraries
Publishers
Service Providers
15
Marshall Breeding, Vanderbilt UniversityJamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard UniversityKen Varnum, University of Michigan
Anya Arnold, Orbis Cascade Alliance
Sara Brownmiller, University of OregonLucy Harrison, College Center for Library Automation (D2D liaison/observer)
Lettie Conrad, SAGE PublicationsBeth LaPensee, ITHAKA/JSTOR/PorticoJeff Lang, Thomson Reuters
Linda Beebe, American Psychological Assoc
Aaron Wood, Alexander Street Press
Jenny Walker, Ex Libris GroupJohn Law, Serials SolutionsMichael Gorrell, EBSCO Information ServicesDavid Lindahl, University of Rochester (XC)
Jeff Penka, OCLC (D2D liaison/observer)
![Page 16: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/16.jpg)
ODI Project Goals:
• Identify … needs and requirements of the three stakeholder groups in this area of work.
• Create recommendations and tools to streamline the process by which information providers, discovery service providers, and librarians work together to better serve libraries and their users.
• Provide effective means for librarians to assess the level of participation by information providers in discovery services, to evaluate the breadth and depth of content indexed and the degree to which this content is made available to the user.
![Page 17: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/17.jpg)
Subgroups for Info Gathering• Level of Indexing• Library Rights• Technical formats• Usage Statistics• Fair Linking
17
![Page 18: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/18.jpg)
Specific deliverables
• Standard vocabulary• NISO Recommended Practice:
– Data format & transfer– Communicating content rights– Levels of indexing, content availability– Linking to content– Usage statistics– Evaluate compliance
• Inform and Promote Adoption18
![Page 19: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/19.jpg)
Timeline
Milestone Target Date
Status
Appointment of working group December 2011
Approval of charge and initial work plan March 2012
Agreement on process and tools June 2012
Completion of information gathering October 2012
Completion of initial draft January 2013
Completion of final draft May 2013
19
![Page 20: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/20.jpg)
Next steps
Summer-Fall 2012:
• Determine processes & tools
• Gather information from stakeholders
20
![Page 21: 1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding](https://reader034.vdocuments.site/reader034/viewer/2022042718/56649ec75503460f94bd30b9/html5/thumbnails/21.jpg)
Connect with ODI
• ODI Project website:http://www.niso.org/workrooms/odi/
• Interest group mailing list:http://www.niso.org/lists/opendiscovery/
• Email ODI:[email protected]
21