THE NISO E-BOOKS SIG CORE & MONITORING GROUP UPDATE WEBINAR August 30, 2011 Todd Carpenter & Nettie Lagace

What are we trying to achieve? Areas of development Creation of “specialized” subgroups How are we making this happen Next steps

Goals of the E-BOOKS SIG

Coordination AND Collaboration

Research

Incubation

Prioritization

Education

Organization of Theme-based Subgroups (Survey)

Subgroup calls In August

What will the subgroups do?

COORDINATE/COLLAB ORATE RESEARCH INCUBATE PRIORITIZE EDUCATE

E-Book SIG Initial Areas of Focus Accessibility Issues Discovery tools & Linking Distribution (EPUB, PDF, Web + others) Metadata General (ONIX, MARC, PREMIS, METS, Dublin Dore, PMH, etc)

Accessibility Subgroup o PDF not really accessible – not a good solution o EDItEUR work on metadata for accessibility o EPUB3 near approval vote DAISY endorses EPUB3 – where accessibility and mainstream standards can converge Any XML workflow should support EPUB3 production EPUB3 supports audio, video, special markup like MathML o Prediction: Support will roll out over next 18 months o Need more advocacy/consciousness-raising Semantics need to be implemented in EPUB3 Still need content and reading systems to “handshake” – have accessible reading systems Improvement of the EPUB Check validation tool o Local projects making E-books available and accessible – looking at available standards

Discovery Subgroup o Surfacing E-books in discovery, what level of granularity/indexing – chapter? Challenge of intermingling articles and books Ongoing updates of book content - citation DOIs can be applied to book content / CrossMark o Real-time circulation data for E-books – use NCIP How can libraries work with data from many E-book providers? (most libraries work with >1) o Identifiers for E-books are tied to manifestation on a particular provider Currently no good way to collocate print w/ e, or multiple versions of e … creates issues for OpenURL resolver (ISTC a possibility but not widely applied) o Relationship between Metadata and Discovery topics

Metadata Subgroup o Accurate/sufficient metadata is the only way a person can find an E-book – auxiliary metadata often more important than in print world Subject categorization changes can affect sales – how to use keywords? Publishers often can’t create enough metadata themselves o Hard to say what is “good enough” metadata - what do publishers need/what do libraries need Different uses of metadata – discovery/preservation/administrative Core metadata / Secondary but useful metadata (some metadata may be volatile) Flexible – much specific metadata is not required ONIX 3.0 best practices / Metadata for EPUB 3 o Sharing metadata across publishers/libraries Publishers may not see value in providing MARC records; outsource the process Wide difference between MARC records across publishers Use of print ISBNs for E-Book; wrong page numbers Wrong leaders; problems with diacritics, encoding

Distribution Subgroup o Distribution is all about metadata! o Lack of commonality across publishing systems – example one publisher using hardcover ISBN as identifier for filename because of their own system Chapter level identifiers Some EPUB metadata should be required Disaggregation of books? Course packs? Monographs value is in entire work Not all publishers using XML workflow yet o DRM – not to protect content but to keep customers in your service. Library context provides books from a variety of platforms. Loan limits are a useful function. o Web-scale discovery – overlap of material; how to identify these

Content Structures (Production file structures) Multi-media integration Identification (ISBN, ISNI, ISTC, DOI, Images, Work IDs, Audio-Visuals) Supply Chain (OpenURL, Discovery tools, ILS integration, Patron-Driven Acquisition) Rights Management Preservation Additional topics for Discussion

Some Initial Work DAISY Revision ISBN for Ebooks Metadata synchronization Annotation Sharing Patron-Driven Acquisition Int’l standardization of EPUB3

What are your needs?

Other Parties? Partners?

NEXT STEPS

NISO ORGANIZATION

Business Information Topic Committee Cost of Resource Exchange (CORE) Standing Committee E-journal Presentation Working Group ERM Data Review Working Group I 2 (Institutional Identifiers) Working Group Presentation and Identification of E-Journals (PIE-J) Working Group Shared E-Resource Understanding Standing Committee SUSHI (Standardized Usage Statistics Harvesting Initiative Standing Committee Z39.7 (Data Dictionary) Standing Committee Content & Collection Management Topic Committee DAISY Standard Revision Working Group RFID in Libraries Revision Working Group Standardized Markup for Journal Articles Working Group (AKA: JATS) NISO/NFAIS Supplemental Journal Article Materials Project Discovery to Delivery Topic Committee IOTA – Improving OpenURL Through Analytics Working Group NISO/UKSG KBART Phase 2 Working Group NCIP (NISO Circulation Interchange Protocol) Standing Committee Physical Delivery of Library Resources Working Group ESPReSSO (Single Sign-On Authentication) Working Group

Thank You! Todd A. Carpenter Managing Director, NISO