1. Recommended Practices for Journal Article Supplemental Material Highlights of the Sub-Session Background Basic Principles Definitions Status of Recommendations Presented by Bonnie Lawlor Executive Director National Federation of Advanced Information Services (NFAIS)

2. Recommended Practices for Journal Article Supplemental Material Background  Marcus, Emilie, “Taming Editorial Material,” Cell, 139 (1):11(2009)  Schwarzman, Alexander, Supporting Materials, November 2, 2009  NISO/NFAIS Roundtable Discussion: January 22, 2010  Business and Technical Working Groups Established  Kick-off Meetings: August 2010  Business Group: 19 teleconferences to date

3. Recommended Practices for Journal Article Supplemental Material Business Working Group Charge  Development of definitions  Recommendations for referencing and linking to/from supplemental material and for providing context  Recommendations around metadata, persistent identifiers, and citations  Recommendations for peer review, production, and curation  Rights management  Recommended roles and responsibilities

4. Recommended Practices for Journal Article Supplemental Material  Recommendations are guidelines, not rules  Recommendations are “best” practices and look to the future  Practices must ensure future access to essential information  Practices are for supplemental material at the article level  Practices are for content owned, published and hosted by the publisher  Supplemental materials should be tightly pertinent to the article  Business Models are beyond the scope of this initiative

5. Recommended Practices for Journal Article Supplemental Material Definition of an Article : An article is an original publication that appears in a scholarly journal. It is a complete, coherent work that provides all the information necessary for a reader to comprehend the scholarly work described.

6. Recommended Practices for Journal Article Supplemental Material Definition of Supplemental Material ??????? Wide variety of content Diverse relationships to the work described in the article “ Limitless repository for additional “stuff”

7. Three Types of Supplemental Material

8. Recommended Practices for Journal Article Supplemental Material Integral Content  Should be reviewed at the same level as the article  Publisher/Editor determine the editing policy  Should be cited and linked at the same level as a table or figure that is contained within the article framework  Citations from other publications should cite the article as a whole, not the integral supplemental material  May be assigned a unique DOI to support linking from the article to the supplemental material  Bi-directional linking is required for navigation to/from the article  Publisher is responsible for preservation

9. Recommended Practices for Journal Article Supplemental Material Additional Content  Should be reviewed at the same level as the article  Publisher/Editor determine the editing policy  Should be cited and linked at the same level as a table or figure that is contained within the article framework  Citations from other publications may directly cite the additional supplemental material  Bi-directional linking is recommended  Publisher preservation recommended

10. Recommended Practices for Journal Article Supplemental Material Other Related Content  Level of review depends upon editorial policy  Publisher/Editor not responsible for editing  Content is separate from the article and is referenced in the text similar to other cited references  Bi-directional linking is recommended  Encourage authors to deposit content in reliable archives for preservation and linking

11. Recommended Practices for Journal Article Supplemental Material Other Issues  Context  Sharing of data  Metadata and packaging  Discoverability/findability  Roles and responsibilities  Rights management

12. Recommended Practices for Journal Article Supplemental Material For More Information: NISO Website: http://www.niso.org/workrooms/supplemental  Sign-up as a stakeholder  Access minutes of Round table discussion  List of Working Group members and e-mail addresses