1) The document discusses standards for content production, discovery, delivery, and privacy set by the National Information Standards Organization (NISO). 2) NISO is a non-profit trade association that develops technical standards related to publishing and information distribution through volunteer committees. 3) The document outlines various metadata and identifier standards developed by NISO to improve discovery of content across platforms, including the Journal Article Tag Suite, KBART and ResourceSync.

1. An
alphabet
soup
of
acronyms

2. June 18, 2015 NFAIS: Platforms that Perform 2
Overview
Standards for:
content production & presentation
discovery & metadata
delivery & authentication
assessment & privacy

3. 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

4. Four
approaches
to
produc.on
of
content
4
June
18,
2015
NFAIS:
PlaAorms
that
Perform

5. Four
approaches
to
produc.on
of
content
5
FIVE
June
18,
2015
NFAIS:
PlaAorms
that
Perform

9. Journal
ArBcle
Tag
Suite
(JATS)

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

11. For
the
web,
then
begin
with
the
web

12. The
problem
is…

13. 1
ProducBon
Process
to
Many
Devices
13
June
18,
2015
NFAIS:
PlaAorms
that
Perform

14. Metadata,
metadata
everywhere
14
June
18,
2015
NFAIS:
PlaAorms
that
Perform

15. June 18, 2015 15
NFAIS:
PlaAorms
that
Perform

16. June 18, 2015 16
Function
NFAIS:
PlaAorms
that
Perform

17. June 18, 2015 17
I don’t have this long to talk
NFAIS:
PlaAorms
that
Perform

18. You
can’t
walk
the
stacks
in
a
digital
library
or
browse
an
online
bookstore
18
June
18,
2015
NFAIS:
PlaAorms
that
Perform

19. June 18, 2015 NFAIS: Platforms that Perform 19
Managing metadata and
identifiers well
is difficult and expensive

20. 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.

21. June 18, 2015 NFAIS: Platforms that Perform 21
Can we find ways to reduce
the costs of managing
metadata well?

22. June 18, 2015 22
Linking
Open
Data
cloud
diagram
2014,
by
Max
Schmachtenberg,
ChrisBan
Bizer,
Anja
The Semantic Web
NFAIS:
PlaAorms
that
Perform

28. From
metadata
to
discovery
to
delivery
to
measurement
28
June
18,
2015
NFAIS:
PlaAorms
that
Perform

29. ODI
-­‐
Open
Discovery
Ini.a.ve

30. 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

31. How
the
OpenUrl
System
Works

32. 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

33. 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”

34. ResourceSync

35. ResourceSync
Use
Cases

36. Authen.ca.on
36
June
18,
2015
NFAIS:
PlaAorms
that
Perform

37. IP
Authen.ca.on
IPv6
EZProxy
Issues
37
June
18,
2015
NFAIS:
PlaAorms
that
Perform

38. Digital systems are
constantly tracking
interaction behavior

39. 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

41. 41
Patron
Privacy
June
18,
2015
NFAIS:
PlaAorms
that
Perform

42. “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

43. 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

44. 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

45. 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
tcarpenter@niso.org
tc46sc9@niso.org
www.niso.org
June
18,
2015
NFAIS:
PlaAorms
that
Perform
45