Partnering to Improve Library Discovery Services: A Publisher’s Long-Term Commitment Julie Zhu IEEE Discovery Service Relations Manager NISO Forum on the Future of Discovery Services October 5th, 2015

Agenda IEEE Discovery Services Goals Ongoing Discovery Services Initiatives -Architecture, routine, culture Internal process improvements Collaboration & Partnerships with DS Providers Library Service & Support Industry Activities Auditing IEEE Content in Library Discovery Implementations IEEE Future Plans for Discovery Services

About the IEEE A not-for-profit society World’s largest technical membership association with over 415,000 members in 160 countries Five core areas of activity Publishing Conferences Standards Membership E-learning IEEE’s Mission IEEE's core purpose is to foster technological innovation and excellence for the benefit of humanity

Technology leaders rely on IEEE publications and tutorials IEEE Journals & Magazines—Top-cited in the fields of electrical engineering and computing—174 in all. IEEE Conference Proceedings—Cutting-edge papers presented at IEEE conferences globally. IEEE Standards—Quality product and technology standards used by worldwide industries and companies to ensure safety, drive technology, and develop markets. IEEE Educational Courses—Over 300 IEEE educational online learning courses, plus IEEE English for Engineering. eBooks Collections— Three eBook collections now available, IEEE-Wiley eBooks Library, MIT Press eBooks Library and Morgan & Claypool eBooks Eight New in 2015 Now 1,400+ Annual titles! Smart Grid, NESC®, 802 More Courses, New Series IEEE-Wiley, MIT Press and Morgan & Claypool

IEEE Among First 4 Publishers to be ODI Conformant IEEE Xplore Collection Coverage Start Coverage End Content Provided to DSP for Indexing Content Provider Type Content Provided to IEEE Journals 1884 Present Full text Publisher Available to all Discovery Service Providers IEEE Conference Proceedings 1951 IEEE Standards 1949 IEEE Wiley eBooks 1974 Publisher / Aggregator (IEEE) MIT Press eBooks 1943 Aggregator (IEEE) Morgan & Claypool eBooks 2006

Challenges Indexing Searching and Ranking Linking Missing IEEE content in discovery services Discovery Services use and index records differently Discovery services pull IEEE records from unfamiliar databases IEEE provided metadata not indexed Searching and Ranking IEEE search ranking often lower than expected Literal string search yielded zero results Discovery search results different from Xplore search results using same subjects Linking Linking to full text sometimes not working Knowledge base targets not up-to-date Search results linked to multiple databases other than Xplore Library discovery interfaces set up differently Usage Tracking Track-able traffic from discovery services to IEEE Xplore low Lack of consistency of library URLs

Discovery Service Goals Make IEEE content more discoverable in all library discovery services Improve linking to full-text articles in IEEE Xplore Troubleshoot library discovery services implementations Conform to industry standards Maximize IEEE content visibility and usage Advocate IEEE interests in discovery services Deepen relationships with libraries and DS providers

Discovery Services Data Flows Standards IEEE DSP Libraries Users IEEE Xplore Create & Deliver Full Text Feeds Repositories CrossRef DB Central Indexing Select IEEE Collections Select/Limit Search DBs DOI Resolution Abstract Ranking Prioritize Ranking Set Ranking Preference Publisher DB DOI Configure DOI Linking Select DOI Linking Authentication: IP, UP, SSO Linking Options Direct Configure Direct Linking Select Direct Linking Authenticated OpenURL Configure OpenURL Linking Select OpenURL Linking Login / Denial Full Text Link Resolver Select IEEE Targets Usage – Un-track-able Usage trackabe from discovery service Create & Deliver Title Lists K Base

Architecture, Routine, Culture Improve Internal Processes Content Delivery DOI Depositing Metadata & Title Lists Analyze Usage Communication Discovery Service Relations Manager Client Service Manager Product Manager Marketing Manager Web Metrics Manager Software Release Manager Indexing & Database Production Manager Content Engineering Manager Content Operations Managers Participate in Industry Activities ODI KBART D2D Conferences Serve Libraries Troubleshoot Guide Identify Site Visits Survey Audit Workshops Collaborate with DS Providers Indexing Linking Searching User Guides Analyzing Usage

Improving Internal Processes Re-delivered complete IEEE content (3.4 million records) to four discovery service providers to help filling in content gaps Re-deposited 6,000+ missing DOIs for proceedings and standards Released 31 KBART II compliant title lists Cleaning up ISBNs and ISSNs for proceedings, standards and periodicals Analyzing referrers and usages

KBART II Compliant Lists Released http://ieeexplore.ieee.org/Xplorehelp/#/tools/toolsForAllUsers/titleLists

Collaborating with Discovery Service Providers   EBSCO Proquest OCLC Ex Libris DS Provider Visit Jan 2015 July 2015 2016 TBD Monthly Meetings Y Fill in Missing Content & Re-index In Progress Completed Improve Linking and Knowledge Base Collections Ongoing Improving Create/Update Reference Guides Expanded Created Track Usage

Library Service & Support Visit libraries in UK, New York and Seattle to learn more about the problems Survey libraries and identify several thousand of our library customers with discovery services Create a discovery service Salesforce dashboard Audit several hundred library discovery implementations and find many miss significant chunks of IEEE content Conduct 3 discovery service workshops in UK Collaborate with libraries and DS providers for research

Research Paper on Content Gaps in Library Discovery Interfaces IEEE Records In Full Text Records Conference Papers Journal Papers Standards IEEE Xplore X IEEE Syndication to DS Providers IEEE Articles in Discovery Service Indexes 6 Libraries Using A 6 Libraries Using B 6 Libraries Using C 6 Libraries Using D Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

Zhu & Kelley.. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

Zhu & Kelley “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

IEEE Future Plans for Discovery Deepen relationships with discovery service providers Develop Discovery Coverage Analysis Tools Track Usage Result Ranking Internal initiatives Metadata improvements Content delivery Deepen relationships with libraries More systematic auditing, outreach workshops and webinars in more territories Collaborative research projects

Discovery Service Relations Manager Questions? Contact: Julie Zhu Discovery Service Relations Manager IEEE 501 Hoes Lane Piscataway, NJ 08854 zhu.j@ieee.org