Discovery and Access: Standards and the Information Chain A JISC seminar co-sponsored by the Association of Learned and Professional Society Publishers (ALPSP), the Publishers Association, and CrossRef Bonhill House, London; 7 December 2006 Moderator: Mark Bide, Rightscom

Objectives 1. Explore how publishers, libraries, and other participants in the information chain are using standards to enable discovery and access 2. Identify any action needed to move things forward – fill gaps, identify and resolve issues

Programme 10:00 – 11:40: Key Standards and the Information Chain Welcome and Introduction [Mark Bide] Vision for academic information environments [Catherine Grout, JISC] A library perspective [Chris Awre, University of Hull] A publisher Perspective [Cliff Morgan, John Wiley] 12:00 – 13:00: New Developments ONIX for Licensing Terms [Brian Green, BIC/EDItEUR] OpenURLs [James Culling, Scholarly Information Strategies] Versions of Journal articles [Frances Shipsey, LSE] 13:00 – 14:00 Lunch

Programme 14:00 – 15:15 Innovative Applications Improving usage statistics [Peter Shepherd, COUNTER] Innovative uses of RSS [Tony Hammond, Nature & Paul Evans, Emerald] OAI [John Robertson, University of Strathclyde] eBooks [Hugh Look, Rightscom] 15:40 – 16:30: The Future - What needs to happen? An open discussion, led by the panel: Ed Pentz, Cross Ref Ramon Schrama, Swets Information Services Hazel Woodward, Cranfield University Robert Bley, Ex Libris 16:30 Close

An introduction: PALS Metadata Sharing issues: the metadata interface between publishers and libraries: some thoughts from the chair Mark Bide, Rightscom December 2006

Publishers sharing data with libraries Acquisition Cataloguing Resource Mgmt Price & availability Commercial (Invoice etc) Product information Product description Resource Identification Resource Location Product Identification Resource description Library data acquisition Publisher data supply* Licence terms *Note this data may flow through intermediaries Usage All types of resources Digital resources Disclosure

Libraries sharing data with publishers Acquisition Commercial (Order etc) Library data supply* Publisher data acquisition *Note this data may flow through intermediaries All types of resources Digital resources Fulfilment Access Mngmt Access & authorization Price & availability Product information Product description Resource Location Resource description Licence terms Usage Cataloguing Resource Mgmt Disclosure Search

Standards that (some) publishers use Commercial (Order etc) Price & availability Product information Product description Product Identification BooksJournals ISBNISSN +volume/date [SICI] ONIX for Books ONIX – SPS ONIX for Books ICEDIS StandardsEDI (inc EDItX) ONIX – SPS Institutional identifier Product description RSS, OAI Disclosure

Standards that (some) publishers use Access & authorization Resource Location Resource description Licence terms Usage Resource Identification BooksJournals ISBN/DOIDOI COUNTER? COUNTER ISBN/DOI/URL ONIX-PL ONIX SRN [article or issue] DOI/URL ONIX-PL ICEDIS proposal? Open URL ??? ONIX for Books Institutional identifier

Standards that (some) libraries use Acquisition Cataloguing ISBN, ISSN + volume/date [SICI] Commercial (Order etc) Price & availability Product information Product Identification ONIX for Books, ONIX – SPS EDI (inc EDItX), ICEDIS Standards Product description MARC Resource Location Resource description Resource Identification ISBN/ISSN/DOI DOI/URL MARC Resource Mgmt Resource description Licence terms ODRL/MPEG-21?? DLF ERMI

Standards that (some) libraries use Search Access Mngmt Disclosure Product description RSS, OAI Access & authorization ATHENS, Shibboleth (SAML) OpenURL (appropriate copy) Product description Resource Location Resource description Z39.50 (Bath Profile), SRW/U, OpenSearch

Some complicating factors Content hosting/access management intermediaries Require information from publisher fulfilment systems Appropriate copy OpenURL ONIX-SOH [populating resolution servers] Different standards used by publishers and libraries eg ONIX/MARC Preservation A topic on which data sharing issues seem to have been little explored

Where some gaps may be (courtesy Ted Koppel, Ex Libris) Publisher to Library usage statistics (already beginning through the nascent SUSHI project) downtime (and uptime) alerts for automated processing by ERM, Link Resolvers, etc. suspected breach communications to Library interaction with library financial systems on pay-per-use titles non-e-journal and non-e-book identification and electronic delivery (for instance, patents, technical reports, digital objects) license expression delivery and receipt (format already being discussed, but not functional exchange rules or mode of exchange) Library to Publisher IP address change automated notification to publisher Customer incident reporting to publisher when resource misbehaves License expression delivery/receipt with library-based changes (versioning) In general standard format for sharing acquisitions data between libraries (EDI is not adequate) globally unique identifiers for libraries down to the branch or sub-library level (the SAN is excellent, but limited to North America) globally unique identifiers for collections/databases/aggregations, etc.

An introduction: PALS Metadata Sharing issues: the metadata interface between publishers and libraries: some thoughts from the chair Thanks a lot