1. Acquisitions, Everywhere Modeling an acquisitions data standard to connect a distributed environment Eric Hanson, North Carolina State University Libraries Paul Lightcap, Florida State University Libraries Matthew Miguez, Florida State University Libraries Charleston Conference, 2015-11-07

2. Genesis of an acquisitions standard ▪Substantial work on standards development for: resource description e-resource management discovery …but where is acquisitions in the mix?* ▪Is acquisitions too complex? Too locally customized? Too ad hoc? * We’ll get to the NISO Cost of Resource Exchange (CORE) in just a moment! Solution: a lightweight standard composed of elements already in use in legacy acquisitions systems, modeled in multiple schema and systems

3. The legacy challenge, compounded ▪Expectation for legacy system migration: acquisitions data loss ▪New challenges: new systems and models (library services platforms) multiple systems and data maintenance (ILS, ERMS, DAMS) data-driven culture increasing scrutiny of expenditures, (esp. for public $) new content that just doesn’t fit within the ILS

4. A lightweight standard ▪Proposed: a core set of elements, already used within legacy systems to manage acquisitions Acquisitions Core ElementAuthority/SourceExample CustomerIDVIAFhttp://viaf.org/viaf/125490841 AccountNumber(vendor)123456 VendorIDVIAF or NCSU ONLDhttp://www.lib.ncsu.edu/ld/onld/00000728 InvoiceID(vendor)001A InvoiceDateISO 86012015-08-01 Invoiceline(vendor)001 OrderID(ILS/system or vendor)8675309-1 OrderFiscalCycleISO 86012015 MaterialTypeIANA Media Typesapplication/http OrderType(ILS/system)One-time FundID(ILS/system)FAKABTL InvoiceFiscalCycleISO 86012016 TotalPaidISO 4217127.50 ListPriceISO 4217150.00 CurrencyISO 4217USD Note: all examples are fabricated, excepting URIs; formatting adheres to indicated standard

5. A standard solution: solving problems ▪Solves problems of duplication in multiple systems and data drift ▪Allows for non-duplicative application of acquisitions data across all systems ▪Facilitates complex reporting within all of a library’s systems, as well as between multiple libraries (as within consortia) ▪Offers a tentative step forward to rethinking acquisitions workflows within a distributed environment

6. A standard solution to duplication and data drift SystemTitlePublisherVendorFundInvoice (year)TotalPaid ILSE-Journal AWiley-BlackwellWiley/BlackwellFAKEJTL20151500.00 ILSBook AWiley-BlackwellWiley/BlackwellFAKABTL2015150.00 ERMS E-Journal A(2) (title change) Wiley-Blackwell FAKEJTL20151500.00 Spreadsheet E-Journal A(3) (another title change) Wiley-BlackwellWileyFAKEJTL20151500.00 Note: all examples are fabricated Or, what if this (our current situation)…

7. SystemTitlePublisherVendorFundInvoice (year)TotalPaid ILSE-Journal AWiley-BlackwellWiley/BlackwellFAKEJTL20151500.00 ILSBook AWiley-BlackwellWiley/BlackwellFAKABTL2015150.00 ERMS E-Journal A(2) (title change) Wiley-Blackwell FAKEJTL20151500.00 Spreadsheet E-Journal A(3) (another title change) Wiley-BlackwellWileyFAKEJTL20151500.00 Note: all examples are fabricated …became this: A standard solution to duplication and data drift

8. SystemTitlePublisherVendorFundInvoice (year)TotalPaid ILSE-Journal AWiley-BlackwellWiley/BlackwellFAKEJTL20151500.00 ILSBook Ahttp://viaf.org/viaf/125715895 FAKABTL2015150.00 ERMS E-Journal A2 (title change) http://viaf.org/viaf/125715895 FAKEJTL20151500.00 Spreadsheet E-Journal A3 (another title change) Wiley-BlackwellWileyFAKEJTL20151500.00 Note: all examples are fabricated, except URIs …or even this:

9. A standard solution for new content types

11. A standard solution for complex reporting SystemTitlePublisher*CustomerIDVendorIDFundIDInvoiceFiscalCycleTotalPaid ILSPrint Journal AWiley-Blackwellhttp://viaf.org/viaf/125490841 http://www.lib.ncsu.edu/l d/onld/00000728 FAKEJTL2015800.00 ILSBook AWiley-Blackwellhttp://viaf.org/viaf/125490841 http://www.lib.ncsu.edu/l d/onld/00000728 FAKABTL2015150.00 ERMSE-Journal AWiley-Blackwellhttp://viaf.org/viaf/125490841 http://www.lib.ncsu.edu/l d/onld/00000728 FAKEJTL20151600.00 ILSPrint Journal AWiley-Blackwellhttp://viaf.org/viaf/131675600 http://www.lib.ncsu.edu/l d/onld/00000682 LDEJL-GHSS2015700.00 ERMSE-Journal AWiley-Blackwellhttp://viaf.org/viaf/131675600 http://www.lib.ncsu.edu/l d/onld/00000728 LDEJL-GHSS20151400.00 Digital LibraryData set AAfriGIShttp://viaf.org/viaf/125490841 http://www.lib.ncsu.edu/l d/onld/00000728 FAKEJTL2015500.00 Institutional Repository Scanned newspaper A SEP S.p.Ahttp://viaf.org/viaf/125490841 http://www.lib.ncsu.edu/l d/onld/00000728 FAKEJTL20151200.00

12. A tentative step forward ▪Acquisitions data bundled to resource description across varying schemas and within various systems ▪System-agnostic serialization technologies XML, JSON ▪Possibility to utilize OAI-PMH to harvest data across multiple systems, so that this request: fsu-test.digital.flvc.org/oai2?verb=GetRecord&metadata Prefix=mods&identifier=oai.fsu.digital.flvc.org:fsu_7970

13. Returns this:

14. Identity Management With Linked Data

15. ●Identity management becomes important as we seek interoperability between systems through this acquisitions metadata schema ●Different systems use different labels for the same organization Royal Society of Chemistry The Royal Society of Chemistry Royal Society of Chemistry Publishing Royal Society of Chemistry Pub Royal Society of Chemistry (RSC) Identity Management With Linked Data

16. ●Moving beyond labels and using Uniform Resource Identifiers (URIs) allows us to unambiguously identify organizations in various data sets URIs for the Royal Society of Chemistry Virtual International Authority File (VIAF) URI: http://viaf.org/viaf/128803576 Library of Congress Name Authority File (LCNAF) URI: http://id.loc.gov/authorities/names/n81122723 North Carolina State University Organization Name Linked Data (ONLD) URI: http://www.lib.ncsu.edu/ld/onld/00000010 Uniform Resource Identifiers (URIs)

17. ●NCSU Organization Name Linked Data (ONLD) is based on the NCSU Organization Name Authority, a tool used to manage the variant forms of name for serial and e-resource publishers, providers, and vendors in E-Matrix, our locally- developed electronic resource management system. ●Includes links to other data sets including VIAF, LCNAF, ISNI, DBpedia, and Freebase. ●ONLD served as the seed data for organizations in the Global Open Knowledgebase (GOKb) http://gokb.org/http://gokb.org/ ●Also used by AgriProfiles (formerly AgriVIVO) to help manage organization names http://www.agriprofiles.net/page/what-new-agriprofiles http://www.agriprofiles.net/page/what-new-agriprofiles Overview of NCSU ONLD

18. ●The NCSU ONLD can used to crosswalk multiple labels to a single URI URI http://www.lib.ncsu.edu/ld/onld/00000010 Preferred Label Royal Society of Chemistry Alternate Labels The Royal Society of Chemistry Royal Society of Chemistry Publishing Royal Society of Chemistry Pub Royal Society of Chemistry (RSC) Links to URIs From Other Data Sets http://viaf.org/viaf/128803576 http://id.loc.gov/authorities/names/n81122723 Crosswalking Labels to URIs ILS Title List ERMS Label: The Royal Society of Chemistry Label: Royal Society of Chemistry Publishing Label: Royal Society of Chemistry

19. ●The preferred and alternate labels NCSU ONLD can also be used to crosswalk local labels for a vendor to VIAF & LCNAF URIs ILS Vendor Title List Label: The Royal Society of Chemistry Label: Royal Society of Chemistry Publishing Label: Royal Society of Chemistry LCNAF VIAF NCSU ONLD Alternate Labels URIs Crosswalking Labels to URIs ERMS

20. ●Using URIs rather than labels allow for easier integration between multiple data sets Using URIs to link data sources ILS Vendor Title List URI: http://viaf.org/viaf/128803576http://viaf.org/viaf/128803576 Label: The Royal Society of Chemistry URI: http://viaf.org/viaf/128803576http://viaf.org/viaf/128803576 Label: Royal Society of Chemistry Publishing URI: http://viaf.org/viaf/128803576http://viaf.org/viaf/128803576 Label: Royal Society of Chemistry ERMS Data Elements: Title Call Number Purchase Date Amount Paid Data Elements: Title License Information Usage Data Elements: Title List Price Package Vendor Subject Classification

21. URI: http://viaf.org/viaf/128803576http://viaf.org/viaf/128803576 Label: The Royal Society of Chemistry ●Use case: building vendor-specific reports based on elements from multiple data sources ○Comparing vendor list price against the ILS payment data to calculate savings ○Calculating the money paid for titles covered by a particular vendor license ○Analyzing usage by subject area based on both ILS call number and vendor subject classification Using URIs to link data sources ILS Vendor Title List URI: http://viaf.org/viaf/128803576http://viaf.org/viaf/128803576 Label: Royal Society of Chemistry Publishing URI: http://viaf.org/viaf/128803576http://viaf.org/viaf/128803576 Label: Royal Society of Chemistry ERMS Data Elements: Title List Price Package Vendor Subject Classification Data Elements: Title Call Number Purchase Date Amount Paid Data Elements: Title License Information Usage

22. Acquisitions standards: next steps ▪Solicit feedback from community of practice for refined element set ▪Continue to develop proofs of concept and use cases ▪Consider moving ahead with actual standard development

23. Standards! Thank you! Paul Lightcap, plightcap@fsu.edu Matthew Miguez, mmiguez@fsu.edu Eric Hanson, emhanso2@ncsu.edu