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An alphabet soup of acronyms

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Page 1: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

An  alphabet  soup  of  acronyms  

Page 2: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

June 18, 2015 NFAIS: Platforms that Perform 2

Overview

Standards for:

content production & presentation

discovery & metadata

delivery & authentication

assessment & privacy

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June 18, 2015 NFAIS: Platforms that Perform 3

National Information Standards Organization (NISO)

Independent non-profit industry trade association accredited by American National Standards Institute (ANSI)

Mission of developing and maintaining technical standards related to information, documentation, discovery and distribution of published materials and media

More than 200 members worldwide

40% publishers and publishing organizations

35% systems suppliers, software companies and other intermediaries

25% libraries and library organizations

Staff led but work is done by 500+ Volunteers spread across the world

Page 4: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

Four  approaches  to    produc.on  of  content  

4  June  18,  2015   NFAIS:  PlaAorms  that  Perform  

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Four  approaches  to    produc.on  of  content  

5  

FIVE

June  18,  2015   NFAIS:  PlaAorms  that  Perform  

Page 6: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem
Page 7: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem
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Journal  ArBcle  Tag  Suite  (JATS)    

Page 10: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

XML  Workflow  

Image:  Cenveo  Publisher  Services  hQp://cenveopublisherservices.com/xml-­‐services/      

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For  the  web,  then  begin  with  the  web  

Page 12: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

The  problem  is…  

Page 13: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

1  ProducBon  Process  to  Many  Devices  

13  June  18,  2015   NFAIS:  PlaAorms  that  Perform  

Page 14: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

Metadata,  metadata  everywhere  

14  June  18,  2015   NFAIS:  PlaAorms  that  Perform  

Page 15: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

June 18, 2015 15  NFAIS:  PlaAorms  that  Perform  

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June 18, 2015 16  

Function

NFAIS:  PlaAorms  that  Perform  

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June 18, 2015 17  

I don’t have this long to talk

NFAIS:  PlaAorms  that  Perform  

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You  can’t  walk  the  stacks    in  a  digital  library    

or  browse  an  online  bookstore  

18  June  18,  2015   NFAIS:  PlaAorms  that  Perform  

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June 18, 2015 NFAIS: Platforms that Perform 19

Managing metadata and identifiers well

is difficult and expensive

Page 20: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

June 18, 2015 NFAIS: Platforms that Perform 20

Managing metadata and identifiers poorly

can be more expensive and probably in ways you

can’t track.

Page 21: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

June 18, 2015 NFAIS: Platforms that Perform 21

Can we find ways to reduce the costs of managing

metadata well?

Page 22: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

June 18, 2015 22  Linking  Open  Data  cloud  diagram  2014,  by  Max  Schmachtenberg,  ChrisBan  Bizer,  Anja  Jentzsch  and  Richard  Cyganiak.  hQp://lod-­‐cloud.net/  

The Semantic Web

NFAIS:  PlaAorms  that  Perform  

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From  metadata  to  discovery  to  delivery  to  measurement  

28  June  18,  2015   NFAIS:  PlaAorms  that  Perform  

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ODI  -­‐  Open  Discovery  Ini.a.ve      

Page 30: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

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

•  NISO  Recommended  PracBce  for  Discovery  Service  Providers:  – Discovery  Service  Content  LisBng  – Linking  – File  Formats  and  Methods  of  Transfer  – Usage  staBsBcs  

•  EducaBon  &  AdopBon  •  Conformance  Checklists  

30  June  18,  2015   NFAIS:  PlaAorms  that  Perform  

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How  the  OpenUrl  System  Works  

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KBART  I  &  II  

Knowledge  Base  And  Related  Tools  (KBART)  Phase  I  Report  issued  in  January  2010  (NISO  RP-­‐7-­‐2010)  Phase  II  KBART  Recommended  PracBce  published  in  fall  2014    Project  goal  is  to  effect  smoother  interacBon  between  members  of  the  knowledge  base  supply  chain.      Issues:  Understanding  of  the  supply  chain  of  informaBon  Uniform  terminology  File  structure  for  knowldege  base  informaBon  Issues  of  data  quality  and  complex  content  forms  

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OAI-­‐PMH  Protocol        

–  Developed  in  2001  (v  1.1,  v  2.0  -­‐  2002)    –  Developed  by  Herbert  van  de  Sompel,  Carl  Lagoze,  

Michael  Nelson,  and  Simeon  Warner    –  Fairly  wide  adopBon  in  scholarly  community    

 In  spring  2011,  NISO  approached  OAI  to  discuss    

updaBng  PMH  Protocol      

Response  was  “Let’s  try  something  else  more  inline  with  more  modern  technology”  

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ResourceSync  

Page 35: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

ResourceSync  Use  Cases  

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Authen.ca.on  

36  June  18,  2015   NFAIS:  PlaAorms  that  Perform  

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IP  Authen.ca.on    IPv6    

EZProxy  Issues  

37  June  18,  2015   NFAIS:  PlaAorms  that  Perform  

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Digital systems are constantly tracking interaction behavior  

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Each  system,  each  data  stream  •  Discovery  systems  •  CirculaBon  systems  •  Catalog  browsing  •  Ebook  reading  behavior  •  Online  reading/download  acBvity  •  OpenURL  resoluBons  •  AuthenBcaBon  systems  •  Repositories  •  Bibliographic  reference  managers  •  Research  support  services  •  Network  backbone  traffic  

May  22,  2015  

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Patron  Privacy    

June  18,  2015   NFAIS:  PlaAorms  that  Perform  

Page 42: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

“III.  We  protect  each  library  user's  right  to  privacy  and  confiden<ality  with  respect  to  informa<on  sought  or  received  and  resources  consulted,  borrowed,  acquired  or  transmiBed.”    Code  of  Ethics  of  the  American  Library  Associa5on  

June  18,  2015   NFAIS:  PlaAorms  that  Perform   42  

Page 43: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

But  publishers  and  content  providers  are  not  librarians.  

   They  serve  library  patrons,  but  

they  also  serve  other  communi<es  in  other  ways.  

June  18,  2015   NFAIS:  PlaAorms  that  Perform   43  

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NISO  Patron  Privacy  Ini5a5ve  Goal  is  to  develop  a  consensus  framework  to  protect  patron  privacy  in  publisher,  library  and  

intermediary  systems.    

In  person  meeBng  in  San  Francisco,  June  29-­‐30,  2015  

June  18,  2015   NFAIS:  PlaAorms  that  Perform   44  

Page 45: Carpenter: Standards, standards everywhere: Ensuring the platform you build will work in a digital ecosystem

Thank  you!    

Todd  A.  Carpenter  ExecuBve  Director  

NaBonal  InformaBon  Standards  OrganizaBon  (NISO)    

3600  Clipper  Mill  Road,  Suite  302  BalBmore,  MD  21211-­‐1950  U.S.A.  

 (301)  654-­‐2512  [email protected]  [email protected]  www.niso.org  

 

June  18,  2015   NFAIS:  PlaAorms  that  Perform   45