1. Metadata and Indicators for Open Access Nettie Lagace, NISO - @abugseye ALA Annual Conference, Las Vegas NV June 28, 2014

2. What’s NISO? Non-profit industry trade association accredited by ANSI with 150+ members Mission of developing and maintaining standards related to information, documentation, discovery and distribution of published materials and media Represent US interests to ISO TC46 (Information and Documentation) and also serve as Secretariat for ISO TC46/SC 9 (Identification and Description) Responsible for standards like ISSN, DOI, Dublin Core metadata, DAISY digital talking books, OpenURL, SIP, NCIP, MARC records and ISBN (indirectly) Volunteer driven organization: 400+ spread out across the world

3. Considerations Value to be gained Feasibility Community(ies) affected Stakeholders (Vested interests) Participants required/desired Timeframes 3

6. Why is This Necessary? Growth of OA + More Funder Mandates + Hybrids = Lots of OA papers with different associated rights and responsibilities = Confusion concerning who can do what when

7. Audience Segments Readers Authors Publishers Funders Search engines/discovery services Academic Libraries

8. Working Group’s Objectives 1.A specified format for bibliographic metadata and possibly, a set of visual signals, describing the readership rights associated with a single scholarly work 2.Recommended mechanisms for publishing and distributing this metadata 3.A report on the feasibility of including clear information on downstream re-use rights within the current project and, if judged feasible, inclusion of these elements in outputs 1 and 2 4.A report stating how the adoption of these outputs would answer (or not) specific use cases to be developed by the Working Group

9. Working Group Membership Co-chairs: Cameron Neylon, PLoS Ed Pentz, CrossRef Greg Tananbaum, Consultant (SPARC) Members: Tim Devenport, EDItEUR Gregg Gordon, Social Science Research Network (SSRN) Julie Hardesty, Indiana University Library Paul Keller, Europeana Licensing Framework Cecy Marden, The Wellcome Library Jack Ochs, American Chemical Society Heather Reid, Copyright Clearance Center Jill Russell, University of Birmingham Chris Shillum, Elsevier Ben Showers, JISC Eefke Smit, STM Association Christine Stohn, Ex Libris Timothy Vollmer, Creative Commons

10. “open access” politically fraught Won’t use this label Factual information: – Is a specified work free to read – can it be accessed by anyone who has access to the Web? – What re-use rights are granted to this reader? Minimal set of metadata needed Decided not to create/recommend a logo

11. Tag Indicates content can be read or viewed by any user without payment or authentication Simple attribute of “yes” or “no” Optional start and end dates to accommodate embargoes, special offers, etc.

12. Content of this tag would include a stable identifier expressed as an HTTP URI URI would point to license terms that are human and/or machine readable Multiple URIs can be listed if article exists under specific license for certain period of time and then changes http://www.psychoceramics.org/license_v1.html http://www.psychoceramics.org/open_license.html Tag

13. Distributing Metadata Who? Publishers, aggregators, content providers Include the metadata in all standard metadata sets – Intended that this population/distribution will become part of standard editorial and production workflows Could also include in alerts such as e-TOCs and RSS feeds and A&I feeds

14. What’s Next? Public Review and Comment period Working Group will address and potentially incorporate Comments NISO Approval NISO Publication as a Recommended Practice

15. Benefits of Successful Implementation Growth of OA + More Funder Mandates + Hybrids = Lots of OA papers with different associated rights and responsibilities = Confusion concerning who can do what when + OA Metadata Indicator = Transmittal of an article’s openness in a manner that makes discovery, tracking, readership, and (hopefully) reuse straightforward

16. “Remaining Agile” “It’s a brave person who claims to know the status of open access in five years or even three. Open access is still evolving and publishers need to remain agile in their ability to change workflows. Hand in hand with this way of thinking is the need for systems that are quickly reconfigurable…” - Simon Inger Consulting, Workflow Implications of Open Access Publishing, simoningerconsulting.com (2014)

17. Thank You! Questions? Thank you! Questions? Las Vegas Convention Center, 1970'sLas Vegas Convention Center, 1970's by roadsidepictures is licensed under CC-BY-NC 2.0