Headshot of NISO Eexecutive Director, Todd Carpenter

July 2014

Before we head off to the summer doldrums, it is nice to wrap up projects, put a bow on them, and send them out to the community. This month has seen a flurry of activity as we have completed and released three projects in the past month. During June, NISO published the draft for comments White Paper of Phase 1 of the NISO Alternative Metrics Initiative project, the recommended practice on Demand Driven Acquisitions (DDA), and another recommended practice on Promoting Transparency in Library Discovery Services. There has been a lot of interest in all three projects since the groups were launched and the immediate reception to all three projects has been positive.

Just eleven months after the NISO Alternative Metrics Initiative was launched, NISO is pleased to distribute a draft for comments white paper summarizing the brainstorming meetings on the potential needs for standards and best practices related to new techniques for assessing scholarly impact. The paper summarizes a consolidated list of 9 themes and 25 potential project ideas that NISO could undertake surrounding the topic of altmetrics. These themes range from definitions and aggregation methodologies to research on scholarly impact and training related to metrics. The scale of the potential work is daunting and we need your help to prioritize these ideas! Comments on the draft and the ideas contained therein can be submitted through July 18. This fall we will be putting forward new work items based on the priorities identified by the community. Please review the white paper and provide comments either in the online form on the paper download page or directly to the NISO office.

The second project on DDA resulted in a recommended practice related to engaging patrons in the acquisitions activities in the library. Over the past several years, more and more libraries are testing models for demand-driven acquisitions and community norms have developed related, but not limited, to decisons for purchase and pace of purchase, loading in records,and improving the overall workflow of DDA in one's institution. We are pleased that this new recommended practice is available and hope that it can lead to more efficient use of library funds in acquiring content that patrons need and will use.

The third project relates to the latest generation of indexed discovery services that are available in the community. These systems have seen rapid adoption and early studies of their impact show a positive increase in the use of library content, as well as improved user discovery experiences. The recommendations address such issues as how data is shared between content providers and discovery services, what data is provided to libraries, open disclosure, and metrics. Over the past year, there has been a lot of focus on the ways in which content providers, libraries, and discovery services interact. Our hope is that the community will quickly adopt the recommendations and put to use the tools and checklists included to advance an open environment for discovery of content.

We will now move forward to a period of promotion and fostering adoption for these two recommended practices, as well as the Resource Sync standard that was published in May. Please become familiar with both documents and begin to advance their adoption by highlighting their value in your future transactions with business partners. Adoption will require community acceptance and engagement, which relies on the individual actions of all of those who have a stake in information exchange.

It is important that we take a moment to acknowledge the tremendous number of people who have contributed to these three projects, either as committee members, survey respondents, commenters, reviewers, or ballot respondents. Everything NISO is able to publish is the result of volunteers who contribute their expertise and time to advancing community consensus standards. We owe them all a debt of gratitude for their work.

And finally, NISO's leadership position in the community is driven by a dedicated Board of Directors, who contribute significantly to NISO's organizational success. The NISO Voting Members have just selected a new slate of Directors and a new Vice Chair. Their terms officially began yesterday and I'd like to both welcome the new Directors and recognize the work of the entire Board. Running an organization like NISO is a complex process and we are a better organization because of the insight, strategic vision, and adept management provided by the Board.

All of the contributions at every level of our organization make NISO such a strong and growing community. It's moments like these when we can be most proud of our successes.

Todd Carpenter’s Signature

Todd Carpenter

Executive Director

NISO Reports

New Recommended Practice on Demand Driven Acquisition of Monographs

NISO has published a new recommended practice, Demand Driven Acquisition of Monographs (NISO RP-20-2014). Demand driven acquisition (DDA), also referred to as patron-driven acquisition, is a method used by libraries for collection development where monographs are purchased at their point of need when selected by users from a pool of potential titles. NISO's Recommended Practice discusses and makes recommendations for publishers, vendors, aggregators, and libraries about key aspects of DDA, goals and objectives of a DDA program, choosing parameters of the program, profiling options, managing MARC records for DDA, removing materials from the consideration pool, assessment of the program, providing long-term access to un-owned content, consortial considerations for DDA, and public library DDA. Although DDA is more commonly used for e-books, the method can also be applied to print publications and these recommendations provide a single set of best practices for both formats, with articulation of differences where they occur.

Demand Driven Acquisition of Monographs (NISO RP-20-2014) is available for free download from the Demand-Driven Acquisition Working Group webpage.

New Recommended Practice on Promoting Transparency in Library Discovery Services

NISO announces the publication of a new recommended practice, Open Discovery Initiative: Promoting Transparency in Discovery (NISO RP-19-2014), which provides specific guidelines on participation in the new generation of library discovery services. The NISO Open Discovery Initiative (ODI) began work in 2011 to develop recommendations that would increase transparency across all aspects of indexed discovery services. The group's final publication includes guidelines to content providers on disclosure of level of participation, the minimum set of metadata elements provided for indexing, linking practices, and technical formats. Recommendations for discovery service providers address content listings, linking practices, file formats and methods of transfer to be supported, and usage statistics. The document also provides background information on the evolution of discovery and delivery technology and a standard set of terminology and definitions for this technology area.

Open Discovery Initiative: Promoting Transparency in Discovery (NISO RP-19-2014) is available for free download from the ODI Working Group webpage.

NISO Members Elect New Vice Chair and Directors to Lead the Organization in 2014-2015

The voting membership of NISO has elected new leadership for the 2014-2015 term that began on July 1, 2014. Gerry Grenier, Senior Director, Publishing Technologies at IEEE, Inc. will become Chair of NISO for the 2014-15 term. Mike Teets, Vice President, Innovation, OCLC, Inc. has been elected to serve as Vice Chair of the NISO Board of Directors and will transition into the chairmanship in the 2015-16 term.

Also elected as Directors on the NISO Board for a three-year term are:

  • Oliver Pesch, Chief Strategist, E-resource Access and Management Services, EBSCO Information Services

  • Barbara Preece, Director, Loyola/Notre Dame Library

  • Jabin White, Vice President, Content Management, ITHAKA

The press release about the new Board and the full Board roster are available on the NISO website.

August Webinar: Streamlining and Simplifying: Advances in Consortial Licensing

The process of license negotiation has always been a tortuous one for both publishers and librarians. Librarians have begun to leverage their strength in numbers and to simplify the process of license negotiation through the use of consortial licenses that cover more than a single institution. The use of consortial licensing, the terms and conditions, and the ease in which they can be negotiated and implemented continue to evolve.

NISO's August webinar, Streamlining and Simplifying: Advances in Consortial Licensing—to be held August 13 from 1:00 - 2:30 p.m. EDT—will explore some of the developments in consortial licensing and will look at new directions and ways to improve the processes.

Speakers and topics are:

  • Starting Point: Using Model License Templates to Streamline License Negotiation and ContractingChristine Stamison, Director at Northeast Research Libraries Consortium

  • Using SERU (Shared Electronic Resources Understanding) in Lieu of a LicenseAnne E. McKee, M.L.S., Program Officer for Resource Sharing, Greater Western Library Alliance (GWLA); Co-chair of the NISO SERU (Shared Electronic Resource Understanding) Standing Committee

  • The Publisher-to-Consortia RelationshipDavid Celano, Vice President, Library Sales, Springer

For more information and to register, visit the event webpage.

September Two-Part Webinar: E-books for Education

NISO will be holding a two-part webinar in September on the topic of E-books for Education. In Part 1, to be held on September 10, speakers will address Electronic Textbooks: Plug in and Learn. In Part 2, to be held on September 17, the focus is on Open Textbook Initiatives.

Speakers for Part 1, Electronic Textbooks: Plug in and Learn, are:

  • Nicole Allen, Director of Open Education, Scholarly Publishing & Academic Resources Coalition (SPARC)

  • Reggie Cobb, Biology Instructor, Nash Community College (Rocky Mountain, NC)

Speakers for Part 2, Open Textbook Initiatives, are:

  • Faye Chadwell, Donald and Delpha Campbell University Librarian and Press Director, Oregon State University

  • Brian Lindshield, Associate Professor, Human Nutrition, Kansas State University and Beth Turtle, Associate Professor/Head, Scholarly Communications & Publishing, Kansas State University Libraries

You may register for one or both parts; registrants to both parts receive a 25% discount. For more information and to register, visit the event webpages: Part 1; Part 2.

September Virtual Conference: Library Data in the Cloud

Cloud computing seems to be a growing trend, no matter the industry or type of information system. Library systems are no stranger to this trend; just about every major systems provider has a cloud-based solution available. While many factors for selecting a cloud system are similar to those for any information system decision, there are some special issues and challenges for storing your data in the cloud, including security, privacy, ownership, interoperability, and transferability.

In NISO's September 24 virtual conference, Library Data in the Cloud—to be held from 11:00 am to 5:00 pm EDT—libraries that have explored the use of cloud systems will discuss their experiences, their concerns, issues encountered, and lessons learned.

Topics and speakers include:

  • Integrated Library Systems Moving to the Cloud

  • Big Data Processing in the Cloud: a Hydra/Sufia ExperienceZhiwu Xie, Ph.D., Associate Professor and Technology Development Librarian, Center for Digital Research and Scholarship University Libraries, Virginia Tech

  • Cloud Computing in Library InstructionLaura Fargo McKinnon, JD, MLIS, Department Head, Research & Instructional Services, University of North Texas Libraries and Kris Helge, Scholarly Communications Librarian, University of North Texas Libraries

  • Institutional Repositories in the CloudSteve Tuecke, Deputy Director, Computation Institute, University of Chicago; Co-Founder of the Globus Project

  • Resource Management in the CloudJeffrey D. Kuskie, Electronic Resource Manager, Dr. C.C. and Mabel L. Criss Library, University of Nebraska at Omaha

  • Privacy in the CloudMichael Zimmer, PhD, Assistant Professor, School of Information Studies, Director, Center for Information Policy Research, University of Wisconsin-Milwaukee

For more information and to register, visit the event webpage.

New Specs & Standards

ARMA International, Call for Participation: Secure Management of Private Information

ARMA International is seeking interested and knowledgeable participants for a new project to develop a technical report discussing issues related to the secure management of private data or information. It is intended to educate RIM professionals about information governance-related issues pertaining to protecting records with private, confidential, and/or proprietary data/information. It will fill a gap in the standards/best practices literature by addressing how organizations can more effectively comply with privacy laws and regulations (domestic and international) in the management of these records and how the organization's data/information security policies and procedures can better affect its ability to handle such records. New group members are being recruited for this project through July 31.

Book Industry Study Group, Recommendations for Citing Common Core State Standards in ONIX

Provides guidelines for using current ONIX fields to cite Common Core State Standards (CCSS) in your book metadata. It was designed to enhance discovery of Common Core-aligned content by teachers and educators. The education and library communities in particular need to know how well a book or product aligns with Common Core standards as they make acquisition or teaching material decisions. This guide will be useful if you work with metadata for a publisher or distributor serving this market. Trade publishers less familiar with common core standards but seeking to optimize the educational market and those in the educational sector will find the guidelines to be accessible and thorough enough be authoritative.

International Digital Publishing Forum, EPUB 3.0.1

Approved by the IDPF membership as a final Recommended Specification, superseding EPUB 3.0 to become the current version of the EPUB Standard, EPUB 3.0.1 is a minor revision, focusing primarily on bug fixes and errata for the 3.0 specification, together with several minor backwards-compatible additions. Also issued was EPUB 3.0.1 Changes from EPUB 3.0.

Library of Congress, Recommended Format Specifications 2014-2015

Recommended Format Specifications are hierarchies of the physical and technical characteristics of creative formats, both analog and digital, which will best meet the needs of all concerned, maximizing the chances for survival and continued accessibility of creative content well into the future. Six broad categories of creative output, and particular format specifications for each category are identified; the six are: Textual works and musical compositions, Still image works, Audio works, Moving image works, Software and electronic gaming and learning, and Datasets/Databases. Within each of these broad categories, there are further subdivisions, down to specific recommendations on various aspects of print books, digital photographs, motion picture films, and electronic datasets, for example.

Unicode Consortium, Unicode Standard, Version 7.0

Version 7.0 of the Unicode Standard is now available, adding 2,834 new characters. This latest version adds the new currency symbols for the Russian ruble and Azerbaijani manat, approximately 250 emoji (pictographic symbols), many other symbols, and 23 new lesser-used and historic scripts, as well as character additions to many existing scripts. These additions extend support for written languages of North America, China, India, other Asian countries, and Africa.

World Wide Web Consortium, Linked Data Platform 1.0 Primer Draft

The Linked Data Platform (LDP) Working Group has published a Working Draft of Linked Data Platform 1.0 Primer. This primer provides an introduction to the Linked Data Platform (LDP), with examples illustrating the principal concepts such as the notion of an LDP resource and the LDP container and how they can be used by Web clients. Two sample scenarios show how an LDP client can interact with a LDP server in the context of a read-write Linked Data application i.e. how to use HTTP for accessing, updating, creating and deleting resources from servers that expose their resources as Linked Data.

Media Stories

Action on Discoverability
JISC Blog, June 3, 2014; by David Prosser

"More and more frequently the web is the starting point for researchers when they begin a project. Research carried out among the UK's academic community during 2012 found that 40% of researchers kicked off their project with a trawl through the internet for material, while only 2% preferred to make a visit to a physical library space. That's a huge change in a relatively short period, fuelled by the sheer richness of the digital content that is now potentially available online. … For me, one of the most arresting facts that has come out of the recent Spotlight on the digital co-design project is this: nearly half of all items within digitised collections are not discoverable via major search engines by their name or title. That's significant, because researchers, teachers and students usually look for specific items, not whole collections. …Moreover, as the project's report and recommendations show, digitised collections become harder and harder to find over time, for a variety of complex reasons. All in all, the report makes interesting reading and identifies a number of key areas where additional work at national level will bring real improvements." (Read the full story).

NISO Note: NISO has recently published a new recommended practice on Open Discovery (NISO RP-19-2014). JISC Collections is a NISO Voting Member.

Dealing with Data: Science Librarians' Participation in Data Management at Association of Research Libraries Institutions
College & Research Libraries, July 2014, 75 (4): 557-574; by Karen Antell, Jody Bales Foote, Jaymie Turner and Brian Shults

"As long as empirical research has existed, researchers have been doing "data management" in one form or another. However, funding agency mandates for doing formal data management are relatively recent, and academic libraries' involvement has been concentrated mainly in the last few years. The National Science Foundation implemented a new mandate in January 2011, requiring researchers to include a data management plan with their proposals for funding. This has prompted many academic libraries to work more actively than before in data management, and science librarians in particular are uniquely poised to step into new roles to meet researchers' data management needs. This study, a survey of science librarians at institutions affiliated with the Association of Research Libraries, investigates science librarians' awareness of and involvement in institutional repositories, data repositories, and data management support services at their institutions. The study also explores the roles and responsibilities, both new and traditional, that science librarians have assumed related to data management, and the skills that science librarians believe are necessary to meet the demands of data management work. The results reveal themes of both uncertainty and optimism-uncertainty about the roles of librarians, libraries, and other campus entities; uncertainty about the skills that will be required; but also optimism about applying "traditional" librarian skills to this emerging field of academic librarianship." (Read the full story).

NISO Note: For more information on this topic, see the presentation slides from the April 2014 Virtual Conference Dealing with the Data Deluge: Successful Techniques for Scientific Data Management and the two-part September 2013 webinars on E-Science Librarianship and Libraries and Big Data. NISO members mentioned in this article are: Association of Research Libraries, California Digital Library, Cornell University Library, Georgia Institute of Technology Libraries, Johns Hopkins University Library, New York University Division of Libraries, Northeastern University Libraries, Purdue University Libraries, Stanford University Libraries, University of Michigan Library, and University of Oklahoma Libraries.

What Is schema.org?
Cetis Briefing Paper, June 5, 2014; by Phil Barker and Lorna M. Campbell

"Schema.org is a joint initiative of the search engines Google, Bing, Yahoo and Yandex aimed at making it easier to index web pages in such a way that facilitates the building of sophisticated search services. Schema.org metadata may also be used for other applications e.g. in eBooks and as stand-alone metadata records. This briefing describes schema.org for a technical audience. It is aimed at people who may want to implement schema.org markup in websites or other tools they build but who wish to know more about the technical approach behind schema.org and how to implement it. …This briefing has been produced as part of the Learning Resource Metadata Initiative (LRMI), which is concerned with extending and applying schema.org to the description of educationally relevant properties of resources." (Read the full story).

NISO Note: Microsoft is a NISO Voting Member.

Trends in Digital Scholarship Centers
EDUCAUSE Review Online, June 16, 2014; by Joan K. Lippincott, Harriette Hemmasi, and Vivian Marie Lewis

To accomplish their work, academic researchers increasingly rely on digital tools and large data sets, such as data visualization in the environmental sciences, data mining a large corpora of texts in the humanities, and developing GIS or other geolocation data representations in the social sciences. Librarians and information technologists often provide consultation or might even join the research team in these collaborative digital research projects. An increasing number of universities and colleges are establishing digital scholarship centers to support these high-end digital projects, which serve research, teaching, and learning. Digital scholarship centers focus on relationships, extending the ways in which librarians and academic computing professionals relate to and work with faculty (and often students) and their scholarly practices. …Here, we examine centers that go by a variety of names—including digital scholarship center, digital scholarship lab, and scholars' lab—but that nonetheless share common features. These centers are generally administered by a central unit, such as the library or IT organization; serve the entire campus community (including undergraduates, graduate students, and faculty); and address the needs of a range of academic departments and programs. (Read the full story).

NISO Note: The following NISO members are mentioned in this article: Brown University Library, Columbia University Libraries, Council on Library and Information Resources, and University of Notre Dame Libraries.

Ebook Discovery: The Library/Publisher "Sweet Spot"
American Libraries, June 16, 2014; by Larra Clark

"Libraries and publishers are in the business of connecting readers and authors. Bestsellers make up the majority of traffic in public libraries, but how can libraries, publishers, and others in the ecosystem team up to help readers discover the best fit for their tastes? This is the brass ring that supports a diversity of thought and reading experiences, creates markets for more authors to survive and thrive in their profession, and elicits the joy of finding a new title for a reader. It is also a clear way for librarians to further demonstrate their professional value in a world of information abundance. Ebook discovery through libraries was the theme of an American Library Association-sponsored workshop at Digital Book World (DBW) in New York City in January 2014. …We had two goals: increase awareness of how libraries support discovery and brainstorm new opportunities to enable discovery through libraries. It was a broad-ranging conversation about the physical and digital assets libraries can mobilize, and we flagged several issues for further consideration and development. Because the DBW session was geared to a nonlibrary audience, the following summary supplies arguments that librarians can use to demonstrate their value in the 21st-century reading ecosystem. It will also serve as a jumping-off point for exploring how libraries can enhance their resources and foster new partnerships. (Read the full story).

NISO Note: NISO's recently published recommended practice on Demand Driven Acquisition of E-books (NISO RP-20-2014) includes discussions for handling discovery as part of the DDA program design. New York Public Library is a NISO LSA member.