Graham Bell, Executive Director of the global ONIX standards organization, EDItEUR, explains everything there is to know about transitioning from ONIX 2.1 to 3.0. This presentation was part of a webinar by BookNet Canada; a recording is also available. Please visit http://www.booknetcanada.ca/webinars for more details and links to other webinar materials.
2. Roots of ONIX
• 1997 EPICS and BIC Basic
• 1998 <indecs> project, W3C XML specification
• 1999 ‘Online Information Exchange’ initiative
from AAP Digital Issues working party
• ONIX developed by EDItEUR
• 2000 ONIX 1.0 and 1.1 – obsolete
• 2001 ONIX 2.0 – retired
• 2003 ONIX 2.1 – revision 02 in 2004
• 2009 ONIX 3.0 – version 3.0.2 in 2014
3. Roots of ONIX
• 1997 EPICS and BIC Basic
• 1998 <indecs> project, W3C XML specification
• 1999 ‘Online Information Exchange’ initiative
from AAP Digital Issues working party
• ONIX developed by EDItEUR
• 2000 ONIX 1.0 and 1.1 – obsolete
• 2001 ONIX 2.0 – retired
• 2003 ONIX 2.1 – revision 02 in 2004
• 2009 ONIX 3.0 – version 3.0.2 in 2014
4. Roots of ONIX
• 1997 EPICS and BIC Basic
• 1998 <indecs> project, W3C XML specification
• 1999 ‘Online Information Exchange’ initiative
from AAP Digital Issues working party
• ONIX developed by EDItEUR
• 2000 ONIX 1.0 and 1.1 – obsolete
• 2001 ONIX 2.0 – retired
• 2003 ONIX 2.1 – revision 02 in 2004
• 2009 ONIX 3.0 – version 3.0.2 in 2014
5. Roots of ONIX
• 1997 EPICS and BIC Basic
• 1998 <indecs> project, W3C XML specification
• 1999 ‘Online Information Exchange’ initiative
from AAP Digital Issues working party
• ONIX developed by EDItEUR
• 2000 ONIX 1.0 and 1.1 – obsolete
• 2001 ONIX 2.0 – retired
• 2003 ONIX 2.1 – revision 02 in 2004
• 2009 ONIX 3.0 – version 3.0.2 in 2014
6. Roots of ONIX
• widely used in North America, Western
Europe, Eastern Europe and Russia,
growing in Asia-Pacific
• current status
• ONIX v2.1 r02 – still most widely deployed in CA
• ONIX v3.0 – growing in importance
• used by small and large organisations alike
• included in many off-the-shelf IT systems, but
also plausible for in-house developers
7. ONIX governance
• standard is managed by EDItEUR
• documentation and tools available free of
charge, covered by permissive EDItEUR licence
• membership supports development, and
members help identify new requirements
• all changes discussed by National Groups to
ensure broad international applicability, and
ratified by International Steering Committee
to ensure stability
• BNC facilitates CA-en national group, and
BTLF provides CA-fr input to ISC
8. ONIX governance
• standard is managed by EDItEUR
• documentation and tools available free of
charge, covered by permissive EDItEUR licence
• membership supports development, and
members help identify new requirements
• all changes discussed by National Groups to
ensure broad international applicability, and
ratified by International Steering Committee
to ensure stability
• BNC facilitates CA-en national group, and
BTLF provides CA-fr input to ISC
support
for 2.1 was
reduced at
end of 2014
9. ONIX 2.1 vs ONIX 3.0
• two quite distinct messages
• block-level updates
• digital products
• sets and series
• sales rights
• marketing collateral
• parallel multi-lingual data
• related works
• international markets
10 years
accumulated
experience
extended
schema
support
global
best practice
guide
14. ONIX 2.0 vs ONIX 2.1
• not really distinct messages – ONIX 2.1 was
fully compatible with 2.0
• deprecations of dedicated elements,
egEAN13, BICMainSubject
• encouragement to use composites instead,
egProductIdentifier, MainSubject
• optional new functionality, eg in SalesRights,
ProductFormDetail, MarketRepresentation
• if your 2.1 has been brought ‘up-to-date’,
then migration to 3.0 is much simpler than
it is if you are still (in effect) using 2.0
15. ONIX 2.1 vs ONIX 3.0
• these are distinct messages – there is no
backwards compatibility
• removal of previously deprecated elements
(there are actually fewer tags in 3.0)
• continued development of composites, and the
introduction of blocks
• new functionality, eg usage constraints,
licensing, rentals, multi-lingual metadata,
though again this is mostly optional
• but huge amount of continuity
• at least half of the message remains unchanged
16. ONIX 3.0 data elements
• message details
• identity and authority
• record details
• product identifiers
• 1. descriptive details
• product form
• special features
• packaging
• physical size
• drm, usage constraints
• trade classification
• product parts
• collection titles
• titles
• contributors
• conference
• edition
• language
• extent
• subject
• audience
17. ONIX 3.0 data elements
• 2. collateral details
• supporting text
• cited material
• supporting resources
• prizes
• 3. content detail
• 4. publishing details
• imprint and publisher
• lifecycle dates
• copyright details
• territorial rights
• 5. related material
• related works
• related products
• 6. supply details
• markets
• market details
• suppliers
• discounts
• prices and tax
• reissue details
32. SalesRights
SalesRightsType01/SalesRightsType
RightsCountryAG AI AU BB BD BM BN BS BW
BZ CM CY DM EG FJ FK GB GD GH GI GM
GY HK IE IL IN IO JM JO KE KI KN KW KY
LC LK LS MT MU MV MW MY MZ NA NG
NR NZ PG PK PN SB SC SD SG SH SL SO SZ
TC TO TT TV TZ UG VC VG VU WS YE RS ME
ZA ZM ZW/RightsCountry
/SalesRights
2.1
40. Basic syntax updates
• no !DOCTYPE, recomendation to use
XSD schema for validation
• recommendation to use Unicode and
UTF-8, but can still use Latin-1 if required
• named character entities (eg ouml;) not
valid – use ö instead, or if not using a rich
character set, use #246; or #xf6;
• in line with broader XML developments
48. • two ways to provide collection details in
ONIX 3.0
• in P.5, as a title element in TitleDetail
withinCollection, or…
• in P.6, as just another title element
withinTitleDetail
• not always a simple choice
• depends on whether collection title is an
integral part of the identity of the product, or
whether the product has an identity separate
from the collection
49. • two ways to provide collection details in
ONIX 3.0
• in P.5, as a title element in TitleDetail
withinCollection, or…
• in P.6, as just another title element
withinTitleDetail
• not always a simple choice
• depends on whether collection title is an
integral part of the identity of the product, or
whether the product has an identity separate
from the collection
Focus on
Physics:
Workbook 6
The Lion,
the Witch and
the Wardrobe
51. Markets and suppliers
• ONIX 2.1 describes suppliers and the markets
they operate in
• SupplyDetail describes one supplier
• within SupplyDetail, SupplyToCountry describes
the geographical extent of the supplier’s market
• ONIX 3.0 describes markets and the suppliers
that operate there
• ProductSupply describes one market, including
MarketTerritory for the geographical extent
• within one market, multiple SupplyDetail
composites, for each of that market’s suppliers
53. 2.1 to 3.0 migration outline
• bring ONIX 2.1 ‘up to date’
• no deprecations
• use composites wherever possible
• delta updates, if you are not already using them
• add simple enhancements
• use a rich native character set like UTF-8
• add XHTML tagging in richer textual elements
• this is all possible in 2.1
54. 2.1 to 3.0 migration outline
• deal with tags that change names, position
or context
• eg PersonNameIdentifier to
NameIdentifier (but they’re not all that easy)
• tackle the tougher stuff
• Set and Series become Collection
• SalesRights
• ProductSupply and SupplyDetail
• get to 3.0 that conveys the same data as 2.1
55. 2.1 to 3.0 migration outline
• test and implement with initial recipients
• then add new functionality (maybe as ‘phase II’)
• e-book licensing and restrictions
• richer collateral material
• block updates are optional (for senders)
• further reduces amount of data to be processed
• can continue to produce 2.1 and 3.0 in parallel
from the same data
57. Consistency and simplicity
• greater consistency in the way data is
specified – eg with sales rights…
• Territory always has the same structure
• requirement for a ROW statement (even if it is
just ‘unknown’)
• sales restriction operates within a territory
• or with contributors…
• contributor identifiers aren’t limited to
personal names – can be used with corporate
authors too
58. Consistency and simplicity
• in turn, this means greater consistency in
the way data is interpreted
• one recommended way of doing things, not
three (eg 2.1 uses either AvailabilityCode or
ProductAvailability, 3.0 uses only the latter)
• helped by greater precision in the Specification
and advice in the Guide
• makes it simpler for recipients
59. Flexibility and extensibility
• consistent use of composites means new
types, roles, rights, restrictions etc can be
added via a codelist change, without adding
specialised tags
• eg added pre-order embargo to ONIX 3.0,
which would require new tags in ONIX 2.1
• less disruption as further functionality is added
in future
• most textual metadata can be multi-lingual
60. New functionality (e-books)
• e-book DRM (including watermarking)
• usage constraints, eg
• preview 10% before purchase
• print only 10% per month
• lend only 24 times
• rent for 3 months
• links to product licences
• vital for open access, useful for commercial
products too
61. New functionality (content)
• primary and secondary content types
• primary part in multi-component products
• multiple work relationships
62. New functionality (collections)
• collections remove anomalies
• series cannot be multi-level
• sets cannot have contributors, or carry
identifiers like ISSN
• collections can have multiple orders,
egpublication order, narrative order
63. New functionality (contributors)
• contributors can be associated with multiple
places
• place of birth / death
• place of current residence / citizenship
• to city or town detail, not just country
• corporate contributors can carry contributor
identifiers and dates
64. New functionality (collateral)
• content audience and ‘use from… until’
dates for descriptive text, cited content and
other supporting resources
• pixel size replaces resolution for images
• file size, MD5 hash to validate downloads
65. New functionality (publishers)
• multiple publisher and imprint identifiers
• multiple product contacts for different
purposes
• clarity on sales rights and restrictions
• clarity on product status and availability
• clear distinction between ‘publisher view’ and
‘distributor view’
66. New functionality (markets)
• more flexible market-specific publishing
details
• eg local market ‘pub date’
• was originally added to 2.1 rev.02 in 2004
(important for Australian exports, but very
rarely used because of patchy support)
67. New functionality (suppliers)
• multiple supplier’s own coding
• proximity and velocity for stock holdings
• gives ONIX compatibility with EDItX stock
report and X.12 / Tradacoms stock messages
• price identifiers
• price conditions (including rentals)
• coded / tiered prices
• comparison prices (strikethrough prices)
• price printed on product
68. • it’s not as difficult as most people assume
• improvements in the message – particularly for
e-books, internationalization, multi-lingualism
• some tricky areas
• improvements in the tools (eg Schematron)
• block-level updates (eventually)
• and
• loss of support from end of 2014
• risks of not upgrading
Why update?