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Innovation and the STM publisher of
the future
Bradley P. Allen, Elsevier Labs
Innovation Session, SSP IN Conference 2011
Arlington, VA, USA
2011-09-19
Peak physical media




              •   “Music Sales”, New York Times, 1 August 2009.
                  http://www.nytimes.com/imagepages/2009/08/01/opinion/01blow.ready.html
              •   “Initial Circs per student”, William Denton, 31 January 2011.
                  http://www.miskatonic.org/2011/01/31/initial-circs-student
              •   “Rise of e-book Readers to Result in Decline of Book Publishing Business”, Steven
                  Mather, iSuppli, 28 April 2011. http://www.isuppli.com/Home-and-Consumer-
                  Electronics/News/Pages/Rise-of-e-book-Readers-to-Result-in-Decline-of-Book-
                  Publishing-Business.aspx                                                            2
A simple model of the evolution of publishing




 Print era: 1600s -   Digital Library era:    Platform-as-a-
 1980                 1980 – 2010s            Service era: 2010s

      • Packaged as        • Packaged as          • Packaged as
        books and            books and              apps and APIs
        articles             articles             • Digitally
      • Physically         • Digitally              distributed
        distributed          distributed          • Access and
      • Access and         • Access and             discovery
        discovery            discovery              through social
        through              through search         networks
        libraries            engines


                                                                     3
Facets of STM publishing in the PaaS era

                                                      Process Type

                        Extract, Load
                                                                        Discovery and
    Acquisition              and        Enhancement      Indexing                            Composition       Delivery
                                                                            Access
                         Transform




                        Entity                                        Activity                             Content Type
                                                          Submitting           Entity extraction
Author                     Product catalog                                                             Article
                                                          Crawling             Fact extraction
Supplier                   Editor                                                                      Book
                                                          Syndicating          Clustering
Web site                   Reviewer                                                                    Media object
                                                          Formatting           Aggregating
Typesetter                 User                                                                        Entity record
                                                          Mapping              Ordering
Automated process          Designer                                                                    Asset metadata
                                                          Cleansing            Summarizing
Subject matter expert      Developer                                                                   Relational metadata
                                                          Indexing             Filtering
Search engine              E-book                                                                      Provenance metadata
                                                          Querying             Analysis
Content repository         Mobile app                                                                  Usage metadata
                                                          Updating             Data science
Entity registry            Mobile-enhanced Web site                                                    Taxonomy
                                                          Storing              Rendering
                           API                                                                         Ontology
                                                          Annotating           Design
                                                                                                       User-generated content
                                                          Subject tagging      Publishing
                                                          Classification       Accessing
                                                          Entity recognition   Retrieving
                                                                               Deleting

                                                                                                                          4
STM publishing as business intelligence




    Surajit Chaudhuri, Umeshwar Dayal, and Vivek Narasayya. 2011. An overview of business intelligence technology. Commun.
    ACM 54, 8 (August 2011), 88-98. http://doi.acm.org/10.1145/1978542.1978562




                                                                                                                             5
Some scenarios to compare the two digital eras
Scenario                                         Digital Library era                            Platform-as-a-service era
A new medical term relevant to an emerging       Organizational governance issues about how     A single, automated and standardized
healthcare issue (e.g. a new type of avian flu   taxonomies are be updated, coupled with        taxonomy management and content
virus) needs to be incorporated into a search    manually-intensive workflows and ad-hoc        enhancement workflow allows rapid and
index immediately                                approaches to content tagging, inhibit rapid   timely update of search applications
                                                 response
Application developers want to mash up           Data silos without easy means of               Content API and single-point-of-access
epidemiological data with medical journal        programmatic access by developers, coupled     repository allow data and content to be
articles to create topic-specific Web resource   with governance and business model             accessed, discovered and reused across
                                                 questions , inhibit data reuse                 multiple applications
Digital library developers want to stage         Duplication of core content leads to           Consolidation of duplicate repositories into a
content into single repository for unified       synchronization, quality control issues        single point of truth across all content
search index generation                                                                         accessible and discoverable through a
                                                                                                Content API eliminates the need for
                                                                                                duplication and synchronization
Third party solutions providers want to          No standards, no APIs for point-of-care        Standards and APIs that scale across multiple
integrate content (e.g. tagged medical journal   content integration across all content and     partners, for all content types, for all delivery
articles, medical taxonomies) into point-of-     data                                           formats
care solutions
Publishers want to deliver their content to      No clear standard or approach for targeting    Web- and industry-standards for eReader,
tablets and e-readers in delivery formats that   emerging eReader, tablet devices, multiple     tablet devices supported as part of standard
take advantage of the displays and interaction   and divergent approaches leading to siloed     automated processing into delivery channel-
modalities on those devices                      solutions, duplication of effort               specific formats, regularly updated and
                                                                                                exposed through a Content API
Journal publisher wants to integrate content     No single point of access to content           Easy access to multiple opportunities for
enhancements across multiple subject matter      enhancements, no standards for content         content enhancements embedded in
areas to add value to products leveraging        enhancement suppliers and partners to          standard next-generation article formats and
Article of the Future technology                 deliver enhancements for integration           provided using standard content
                                                                                                enhancement formats
                                                                                                                                              6
Goals for the publisher of the future

 • Craft content acquisition, production and management
   systems that support with equal capability and flexibility a
   broad range of content types and delivery channels
 • Make it easy for authors, editors and reviewers to work
   with bundles of content and data in the aggregate
 • Make it easy to discover and access, across all content
   assets, information in fragments smaller than the unit of
   publication
 • Then make it easy to aggregate and compose these
   fragments into new products and services
 • Leverage the tremendous power of Web architectural
   standards and formats to increase the ease of content
   integration and interoperability

                                                                  7
New requirements for content management

 •   Broad range of content types                            •   Accessible
      –   Must treat as first-class objects video, audio,         –   Must be easily accessed through content
          images, datasets, metadata and knowledge                    creation, retrieval, update and deletion (CRUD)
          organization systems in addition to articles and            services
          books
                                                             •   Flexible
 •   Standards-based                                              –   New content types and associated schemas
      –   Web-standard formats to support ease of                     must be easily added through configuration
          integration and interoperability
                                                             •   Reusable
 •   Fine-grained                                                 –   It must be efficient for product developers to
      –   Must be decomposable into and addressable in                aggregate and compose content fragments into
          fragments smaller than the unit of publication;             new products
          e.g., down to the level of specific words,
          phrases, images, table cells in articles or book
                                                             •   Modifiable
          chapters, key frames and segments in videos             –   Support the enhancement and correction of
                                                                      content at any time following creation
 •   Discoverable
      –   Must be easily located across all levels of
                                                             •   Broad range of delivery formats
          granularity,                                            –   Content standards and services must support
                                                                      fulfillment, delivery and presentation across
                                                                      desktop, notebook, tablet and mobile
                                                                      computing devices



                                                                                                                      8
Leveraging Web standards for sharing
 1. Use URIs to name things
 2. Use HTTP URIs so they can
    be looked up
 3. Return useful data when
    things are looked up
 4. Include links to other things
    in the returned data
  “Linked data is just a term for how to publish
       data on the web while working with the
       web. And the web is the best
       architecture we know for publishing
       information in a hugely diverse and
       distributed environment, in a gradual
       and sustainable way.”

           Tennison J, 2010. Why Linked Data for data.gov.uk?
                   http://www.jenitennison.com/blog/node/140


                                                                Shotton D, Portwin K, Klyne G, Miles A, 2009. Adventures in Semantic Publishing:
                                                                Exemplar Semantic Enhancements of a Research Article. PLoS Comput Biol 5(4):
                                                                                                     e1000361. doi:10.1371/journal.pcbi.1000361
                                                                                                                                                   9
From books and articles to evolving research objects

                                 Linked data


                                                            Relational
                                                            metadata
                                           Entity record
                          Relational
                          Metadata
                Article                                        Relational
                                                               metadata




                              Relational
      Acquire                 Metadata                     Relational       Deliver
                                                           metadata
                                           Media object


                          Relational                          Relational
                                                              metadata
                          Metadata




                                  Transform,
                               Enhance, Compose


                                                                                      10
Leveraging consumer Web innovations

 • Emergent technologies driven by consumer Web applications
   emphasize design choices that focus on delivering cheap, robust
   and scalable Web applications
    – Schemaless document stores provide read/write at Web scale with
      support for analytics
        • For more dynamic, fine-grained content and linked data
        • For easier usage and citation analysis, bibliometrics and scientometrics
    – Web application development frameworks that leverage HTML5/CSS/JS
      to deliver across desktops, notebooks, tablets and smartphones
    – Deploying in the cloud and moving scale-out from development to
      operations to reduce time-to-market, cost of failure for emerging, niche
      publishing opportunities
 • As we shift to the Platform-as-a-Service era, these features
   become an important part of the STM publishing technology stack



                                                                                     11
Examples from Elsevier: Linked Data Repository




                                            12
Examples from Elsevier: SciVal




                                 13
Examples from Elsevier: SciVerse




                                   14
The publisher of the future as lean startup


 • This stuff is not just for big publishers
 • These are the tools that new consumer
   Internet businesses are using to create new
   products and services today… quickly and on
   the cheap
 • Smaller publishers and societies can use lean
   startup techniques to drive app and API
   design and development starting from
   existing web presences and third-party APIs

                                                   15
Example: Impact metrics in Klout




                                   16
Example: Content acquisition using Github




                                            17
Example: SciVerse/Mendeley integration




                                         18
Challenges for the publisher of the future


 • When content can be mashed up at a fine-level
   of granularity using multiple third-party APIs,
   what are the rights associated with the resulting
   product? What are the appropriate business
   models?
 • What standards should there be for research
   objects?
 • Who gets credit for research objects? How is
   impact determined and reputation managed?
 • What is an acceptable trade off between content
   flexibility and high-touch presentation design?
                                                   19
In summary


 • STM publishing is only beginning the transition
   from print to online
 • Articles and books are no longer sufficient
   containers for scholarly communication
 • Tools to effect this change come from the
   consumer Internet and the business intelligence
   worlds
 • Publishers of the future will leverage the best
   practices emerging around these tools to create
   innovative new products to serve their
   communities
                                                     20

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Innovation and the STM publisher of the future (SSP IN Conference 2011)

  • 1. Innovation and the STM publisher of the future Bradley P. Allen, Elsevier Labs Innovation Session, SSP IN Conference 2011 Arlington, VA, USA 2011-09-19
  • 2. Peak physical media • “Music Sales”, New York Times, 1 August 2009. http://www.nytimes.com/imagepages/2009/08/01/opinion/01blow.ready.html • “Initial Circs per student”, William Denton, 31 January 2011. http://www.miskatonic.org/2011/01/31/initial-circs-student • “Rise of e-book Readers to Result in Decline of Book Publishing Business”, Steven Mather, iSuppli, 28 April 2011. http://www.isuppli.com/Home-and-Consumer- Electronics/News/Pages/Rise-of-e-book-Readers-to-Result-in-Decline-of-Book- Publishing-Business.aspx 2
  • 3. A simple model of the evolution of publishing Print era: 1600s - Digital Library era: Platform-as-a- 1980 1980 – 2010s Service era: 2010s • Packaged as • Packaged as • Packaged as books and books and apps and APIs articles articles • Digitally • Physically • Digitally distributed distributed distributed • Access and • Access and • Access and discovery discovery discovery through social through through search networks libraries engines 3
  • 4. Facets of STM publishing in the PaaS era Process Type Extract, Load Discovery and Acquisition and Enhancement Indexing Composition Delivery Access Transform Entity Activity Content Type Submitting Entity extraction Author Product catalog Article Crawling Fact extraction Supplier Editor Book Syndicating Clustering Web site Reviewer Media object Formatting Aggregating Typesetter User Entity record Mapping Ordering Automated process Designer Asset metadata Cleansing Summarizing Subject matter expert Developer Relational metadata Indexing Filtering Search engine E-book Provenance metadata Querying Analysis Content repository Mobile app Usage metadata Updating Data science Entity registry Mobile-enhanced Web site Taxonomy Storing Rendering API Ontology Annotating Design User-generated content Subject tagging Publishing Classification Accessing Entity recognition Retrieving Deleting 4
  • 5. STM publishing as business intelligence Surajit Chaudhuri, Umeshwar Dayal, and Vivek Narasayya. 2011. An overview of business intelligence technology. Commun. ACM 54, 8 (August 2011), 88-98. http://doi.acm.org/10.1145/1978542.1978562 5
  • 6. Some scenarios to compare the two digital eras Scenario Digital Library era Platform-as-a-service era A new medical term relevant to an emerging Organizational governance issues about how A single, automated and standardized healthcare issue (e.g. a new type of avian flu taxonomies are be updated, coupled with taxonomy management and content virus) needs to be incorporated into a search manually-intensive workflows and ad-hoc enhancement workflow allows rapid and index immediately approaches to content tagging, inhibit rapid timely update of search applications response Application developers want to mash up Data silos without easy means of Content API and single-point-of-access epidemiological data with medical journal programmatic access by developers, coupled repository allow data and content to be articles to create topic-specific Web resource with governance and business model accessed, discovered and reused across questions , inhibit data reuse multiple applications Digital library developers want to stage Duplication of core content leads to Consolidation of duplicate repositories into a content into single repository for unified synchronization, quality control issues single point of truth across all content search index generation accessible and discoverable through a Content API eliminates the need for duplication and synchronization Third party solutions providers want to No standards, no APIs for point-of-care Standards and APIs that scale across multiple integrate content (e.g. tagged medical journal content integration across all content and partners, for all content types, for all delivery articles, medical taxonomies) into point-of- data formats care solutions Publishers want to deliver their content to No clear standard or approach for targeting Web- and industry-standards for eReader, tablets and e-readers in delivery formats that emerging eReader, tablet devices, multiple tablet devices supported as part of standard take advantage of the displays and interaction and divergent approaches leading to siloed automated processing into delivery channel- modalities on those devices solutions, duplication of effort specific formats, regularly updated and exposed through a Content API Journal publisher wants to integrate content No single point of access to content Easy access to multiple opportunities for enhancements across multiple subject matter enhancements, no standards for content content enhancements embedded in areas to add value to products leveraging enhancement suppliers and partners to standard next-generation article formats and Article of the Future technology deliver enhancements for integration provided using standard content enhancement formats 6
  • 7. Goals for the publisher of the future • Craft content acquisition, production and management systems that support with equal capability and flexibility a broad range of content types and delivery channels • Make it easy for authors, editors and reviewers to work with bundles of content and data in the aggregate • Make it easy to discover and access, across all content assets, information in fragments smaller than the unit of publication • Then make it easy to aggregate and compose these fragments into new products and services • Leverage the tremendous power of Web architectural standards and formats to increase the ease of content integration and interoperability 7
  • 8. New requirements for content management • Broad range of content types • Accessible – Must treat as first-class objects video, audio, – Must be easily accessed through content images, datasets, metadata and knowledge creation, retrieval, update and deletion (CRUD) organization systems in addition to articles and services books • Flexible • Standards-based – New content types and associated schemas – Web-standard formats to support ease of must be easily added through configuration integration and interoperability • Reusable • Fine-grained – It must be efficient for product developers to – Must be decomposable into and addressable in aggregate and compose content fragments into fragments smaller than the unit of publication; new products e.g., down to the level of specific words, phrases, images, table cells in articles or book • Modifiable chapters, key frames and segments in videos – Support the enhancement and correction of content at any time following creation • Discoverable – Must be easily located across all levels of • Broad range of delivery formats granularity, – Content standards and services must support fulfillment, delivery and presentation across desktop, notebook, tablet and mobile computing devices 8
  • 9. Leveraging Web standards for sharing 1. Use URIs to name things 2. Use HTTP URIs so they can be looked up 3. Return useful data when things are looked up 4. Include links to other things in the returned data “Linked data is just a term for how to publish data on the web while working with the web. And the web is the best architecture we know for publishing information in a hugely diverse and distributed environment, in a gradual and sustainable way.” Tennison J, 2010. Why Linked Data for data.gov.uk? http://www.jenitennison.com/blog/node/140 Shotton D, Portwin K, Klyne G, Miles A, 2009. Adventures in Semantic Publishing: Exemplar Semantic Enhancements of a Research Article. PLoS Comput Biol 5(4): e1000361. doi:10.1371/journal.pcbi.1000361 9
  • 10. From books and articles to evolving research objects Linked data Relational metadata Entity record Relational Metadata Article Relational metadata Relational Acquire Metadata Relational Deliver metadata Media object Relational Relational metadata Metadata Transform, Enhance, Compose 10
  • 11. Leveraging consumer Web innovations • Emergent technologies driven by consumer Web applications emphasize design choices that focus on delivering cheap, robust and scalable Web applications – Schemaless document stores provide read/write at Web scale with support for analytics • For more dynamic, fine-grained content and linked data • For easier usage and citation analysis, bibliometrics and scientometrics – Web application development frameworks that leverage HTML5/CSS/JS to deliver across desktops, notebooks, tablets and smartphones – Deploying in the cloud and moving scale-out from development to operations to reduce time-to-market, cost of failure for emerging, niche publishing opportunities • As we shift to the Platform-as-a-Service era, these features become an important part of the STM publishing technology stack 11
  • 12. Examples from Elsevier: Linked Data Repository 12
  • 14. Examples from Elsevier: SciVerse 14
  • 15. The publisher of the future as lean startup • This stuff is not just for big publishers • These are the tools that new consumer Internet businesses are using to create new products and services today… quickly and on the cheap • Smaller publishers and societies can use lean startup techniques to drive app and API design and development starting from existing web presences and third-party APIs 15
  • 16. Example: Impact metrics in Klout 16
  • 17. Example: Content acquisition using Github 17
  • 19. Challenges for the publisher of the future • When content can be mashed up at a fine-level of granularity using multiple third-party APIs, what are the rights associated with the resulting product? What are the appropriate business models? • What standards should there be for research objects? • Who gets credit for research objects? How is impact determined and reputation managed? • What is an acceptable trade off between content flexibility and high-touch presentation design? 19
  • 20. In summary • STM publishing is only beginning the transition from print to online • Articles and books are no longer sufficient containers for scholarly communication • Tools to effect this change come from the consumer Internet and the business intelligence worlds • Publishers of the future will leverage the best practices emerging around these tools to create innovative new products to serve their communities 20