1 Introducing the Open Discovery Initiative North American Serials Interest Group June 9, 2012 Marshall Breeding

BACKGROUND AND ISSUES Library search and discovery 2

Evolution of library search Card Catalogs Online Catalogs Federated search tools Next-generation library catalogs Index-based discovery services 3

Online Catalog Books, Journals, and Media at the Title Level Not in scope: –Articles –Book Chapters –Digital objects Scope of Search Search: Search Results ILS Data

Discovery Interfaces Search: Digital Collections ProQuest EBSCOhost … MLA Bibliography ABC-CLIO Search Results Real-time query and responses ILS Data Local Index Federated Search Engine

Index-based Discovery Search: Digital Collections ProQuest EBSCOhost … MLA Bibliography ABC-CLIO Search Results Harvesting and indexing performed in advance Consolidated Index ILS Data

Citations > Full Text Citations or structured metadata provide key data to power search & retrieval and faceted navigation Indexing full-text of content amplifies access Important to understand depth indexing –Currency, dates covered, full-text or citation –Many other factors

Need to bring Order to Chaos Important space for libraries and publishers Discovery brings value to library collections Discovery brings uncertainty to publishers Uneven participation diminishes impact Ecosystem dominated by private agreements Complexity and uncertainty poses barriers for participation 8

Library Perspective Strategic investments in subscriptions Strategic investments in Discovery Solutions to provide access to their collections, including access to electronic resources Require comprehensive representation of resources in discovery indexes –Problem with access to resources not represented in index –Encourage all publishers to participate and to lower thresholds of technical involvement and clarify the business rules associated with involvement Need to be able to evaluate the depth and quality of these index-based discovery products Facilitate a healthy ecosystem among publishers, discovery service providers, and libraries

Collection Coverage? To work effectively, discovery services need to cover comprehensively the body of content represented in library collections Why do some publishers not participate? Is content indexed at the citation or full-text level? What are the restrictions for non-authenticated users? How can libraries understand the differences in coverage among competing services?

Evaluating the Coverage of Index-based Discovery Services Intense competition: how well the index covers the body of scholarly content stands as a key differentiator Difficult to evaluate based on numbers of items indexed alone. Important to ascertain how your library’s content packages are represented by the discovery service. Important to know what items are indexed by citation and which are full text

OPEN DISCOVERY INITIATIVE 12

ODI Pre-History June 26, 2011: Exploratory ALA Annual July 2011: NISO expresses interest Aug 7, 2011: Proposal drafted by participants submitted to NISO Aug 2011: Proposal accepted by D2D Vote of approval by NISO membership Oct 2011: ODI launched Feb 2012: ODI Workgroup Formed 13

Organization Reports in NISO through Document to Delivery topic committee (D2D) Staff support from NISO through Nettie Lagace Co-Chairs –Jenny Walker (Ex Libris) –Marshall Breeding (Library Consultant) D2D Observer: Jeff Penka (OCLC) 14

Balance of Constituents LibrariesPublishersService Providers 15 Marshall Breeding, Vanderbilt University Jamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard University Ken Varnum, University of Michigan Anya Arnold, Orbis Cascade Alliance Sara Brownmiller, University of Oregon Lucy Harrison, College Center for Library Automation (D2D liaison/observer) Lettie Conrad, SAGE Publications Beth LaPensee, ITHAKA/JSTOR/Portico Jeff Lang, Thomson Reuters Linda Beebe, American Psychological Assoc Aaron Wood, Alexander Street Press Jenny Walker, Ex Libris Group John Law, Serials Solutions Michael Gorrell, EBSCO Information Services David Lindahl, University of Rochester (XC) Jeff Penka, OCLC (D2D liaison/observer)

ODI Project Goals: Identify … needs and requirements of the three stakeholder groups in this area of work. Create recommendations and tools to streamline the process by which information providers, discovery service providers, and librarians work together to better serve libraries and their users. Provide effective means for librarians to assess the level of participation by information providers in discovery services, to evaluate the breadth and depth of content indexed and the degree to which this content is made available to the user.

Subgroups for Info Gathering Level of Indexing Library Rights Technical formats Usage Statistics Fair Linking 17

Specific deliverables Standard vocabulary NISO Recommended Practice: –Data format & transfer –Communicating content rights –Levels of indexing, content availability –Linking to content –Usage statistics –Evaluate compliance Inform and Promote Adoption 18

Timeline MilestoneTarget DateStatus Appointment of working groupDecember 2011 Approval of charge and initial work planMarch 2012 Agreement on process and toolsJune 2012 Completion of information gatheringOctober 2012 Completion of initial draftJanuary 2013 Completion of final draftMay

Next steps Summer-Fall 2012: Determine processes & tools Gather information from stakeholders 20

Connect with ODI ODI Project website: Interest group mailing list: ODI: 21