Access All Around: A NISO Update On Open Access Discovery & Access-Related Projects Pascal Calarco, Christine Stohn, John G. Dove Charleston Conference 2016 November 4, 2016
Apr 15, 2017
Access All Around: A NISO Update On Open Access Discovery & Access-Related Projects
Pascal Calarco, Christine Stohn, John G. DoveCharleston Conference 2016
November 4, 2016
Agenda for Today
• NISO brief summary: who, what, why• NISO Discovery to Delivery Topic Committee• Recent NISO D2D projects and work• ResourceSync Framework Specification• KBART Automation• Open Discovery Initiative update• Link origin tracking• Access & License Indicators• Improving Discoverability of OA Content
National Information Standards Organization (NISO)
• Leadership: organization for designing standards for information (Z39.X) since 1935
• Collaboration: Professionals from information industry – publishers, content aggregators, libraries, software developers
• Neutral: a forum where parties can work together on polemicized information issues
• Standards and Recommended Practices• Education
Topic Committees
• Business Information• Content & Collection Management• Discovery to Delivery• Architecture Committee
• Thought Leader Meetings
Discovery to Delivery
• Track standards development within NISO and in other standards organizations related to the topic.
• Identify where new standards may provide solutions in their specific area.
• Convene Thought Leader meetings to incubate new standards activities.
• Create and provide guidance and oversight to standards working groups under their purview.
• Manage the five-year reaffirmation process for approved standards.
Discovery to Delivery Committee Roster
• Pascal Calarco, University of Windsor, co-Chair• Peter Murray, Index Data, co-Chair• Kristin Antelman, California Institute of Technology• Scott Bernier, EBSCO Information Systems• John Dove, Paloma & Associates• Lucy Harrison, Florida Virtual Campus• Christine Stohn, Ex Libris, A ProQuest Company• Julie Zhu, IEEE
D2D Recent work
• Improving Discoverability of OA Content (work item proposal)
• Tracking Link Origins (Working Group approved 2016-09-21)
• KBART Automation (NISO RP-9-2014 & Phase II)• ResourceSync (NISO Z39.99-2014 & draft revision)• Access License & Indicators (NISO RP-22-2015)• White paper: Future of Library Resource Discovery• Open Discovery Initiative (NISO RP-19-2014)
ResourceSync Framework Specification (ANSI/NISO Z39.99-2014)
• OAI-PMH wasn’t designed for large scale repository replication of content between repositories
• Use case examples:– Mirroring a small static museum website– Mirroring Linked Data services; HTTP GET requests slow– Mirror replication of arXiv.org: 2.6 million items, 1,600
changes daily: HTTP, rsync; not modular or open to third party replication
– Aggregating many Institutional Repositories into mega-aggregator discovery services or dark archiving needs such as Thesis Canada
ResourceSync capabilities
• Resource List: inventory of site content• Resource Dump: snapshot of ZIPed packaged
content from a site• Change List: for continued synchronization of
changes to lists and dumps• Change Dump: for multiple snapshots of
packaged bitstreams and metadata
ResourceSync via SiteMaps
• SiteMaps are common means of exposing content in a web site to search engines
• Web content made available as SiteMaps can be easily transformed into Resource Lists/Dumps, Change Lists/Dumps with extensions to SiteMaps
• SiteMaps are a great entry to using ResourceSync
Additional Specifications
• Change Notification• Framework Notification• Archives• Relation Types used with ResourceSync
Framework
Further Resources
• W3C XML Schema for validating ResourceSync extensions to SiteMap document formats
• Python and Ruby libraries for core functionality
• Google Group• Extensive free ResourceSync Tutorial Slides• Additional published papers, blog posts,
developer notes
ResourceSync Framework Specification home
• http://www.niso.org/workrooms/resourcesync/• http://www.openarchives.org/rs/toc • Also see draft revision that addresses some
<lastmod> implementation hurdles
• Please consider adopting ResourceSync if this addresses some of your content replication and synchronization challenges!
Questions?
Access all around: improving discovery and access to material with recommendations and standards
Institution
Title lists,packages
Content providers
Article (and other) metadata and full text
Holdings
Entitlements
KnowledgeBase
LinkresolverDiscovery
Databases
Websites
Full text (appropriate
copy)
Different users, different entry points
Direct links
OpenURLs
From discovery to delivery: A complex landscape with many tasks
• Information providers– Provide metadata for discovery to discovery system vendors – Provide title lists for Link resolvers to track their global offerings– Provide entitlement lists to institutions for their subscriptions
• Institutions– Localize their KnowledgeBases with their holdings– Use the KnowledgeBases to compare and manager package deals and consortia
entitlements• Discovery and Linkresolver vendors
– Index metadata for discovery from multiple information providers– Index title lists for linkresolvers for multiple providers– Provide institutions with tools to localize KnowledgeBases and discovery indexes
• All– Collect and provide usage statistics
Institution
Title lists,packages
Content providers
Article (and other) metadata and full text
Holdings
Entitlements
KnowledgeBase
LinkresolverDiscovery
Databases
Websites
Full text (appropriate
copy)
Different users, different entry points
Direct links
OpenURLs
NISO KBART - OpenURL link resolvers and their KnowledgeBases
Institution
Title lists,packages
Content providers
Article (and other) metadata and full text
Holdings
Entitlements
KnowledgeBase
LinkresolverDiscovery
Databases
Websites
Full text (appropriate
copy)
Different users, different entry points
Direct links
OpenURLs
New NISO initiative: KBART automation
NISO KBART recommendations
Goal: Increase accuracy of KnowledgeBase content (title lists and packages)
Recommendations
• Guidelines for best practice
• Easy to implement format for files to enable transfer of title lists between information and KB providers– Phase I – file formats and mandatory fields– Phase II – enhancements with specific requirements for ebooks and open access
material
Status – Phase II recommendations published in 2014– Standing committee at NISO for
• Endorsements of information providers for KBART phase II• Education
New NISO initiative: KBART automation
Goal and tasks: Produce a recommended practice that
– Optimizes the KBART format for automation– Defines automation processes for title lists for example with a
recommended protocol– Defines automation processes for transfer of institutional entitlements
(holdings lists)
Institution
Title lists,packages
Content providers
Article (and other) metadata and full text
Holdings
Entitlements
KnowledgeBase
LinkresolverDiscovery
Databases
Websites
Full text (appropriate
copy)
Different users, different entry points
Direct links
OpenURLs
NISO ODI – Open Discovery Initiative
NISO ODI – Open Discovery Initiative
Goal: Create better understanding and define and improve processes between the stakeholders
Recommended practices published in 2014 include– Metadata included in data feeds– Models for “fair” linking– Usage statistics provided by and to the stakeholders
Current status: Standing committee is tasked with stakeholder education and support, and evaluation of next steps
Institution
Title lists,packages
Content providers
Article (and other) metadata and full text
Holdings
Entitlements
KnowledgeBase
LinkresolverDiscovery
Databases
Websites
Full text (appropriate
copy)
Different users, different entry points
Direct links
OpenURLs
Ongoing NISO initiative: Link origin tracking
Ongoing NISO initiative: Link origin tracking
Focus: Ability to track platform usage by the source of incoming links
Goal: Recommendations for a format and method for passing and using link origin information and its implementation
Institution
Title lists,packages
Content providers
Article (and other) metadata and full text
Holdings
Entitlements
KnowledgeBase
LinkresolverDiscovery
Databases
Websites
Full text (appropriate
copy)
Different users, different entry points
Direct links
OpenURLs
NISO ALI – Access and License Indicators
ALI – Access and License indicators
Goal: To standardize bibliographic metadata to describe the accessibility of journal articles as well as communicate the item's license details - specifically , track open and free access
Recommendations (published 2015)
• free_to_read tag (optional with a time indication, e.g. for embargoes)
• license_reference tag referencing a URL to the license terms
Questions?
Location
Discovery Pathway
Gold OA Journals
Hybrid “Open” Articles
Submitted manuscript in
an I.R.
Article shared in Academic.edu
Article shared on Research
Gate
Article shared on a dept website
Open Monographs
Open Educational Resources
General Web Search Engine
Academic Search Engine
Library Webscale Discovery Service
Link Resolvers
Publisher Provided Links
Specialized Bibliographic Databases
Journal Aggregations
Library Catalog
Open Content Discovery Grid
Thank you!
• Pascal Calarco: [email protected]• Christine Stohn:
[email protected] • John G. Dove: [email protected]