Open Discovery Initiative (ODI) NISO Update – ALA Midwinter January 21, 207 Laura Morse Director, Library System & Support Harvard University

Background Emergence of Library Discovery Service solutions Agreements between content providers and discovery providers ad-hoc, not representative of all content, and opaque to customers. Based on index of a wide range of content Commercial and open access Primary journal literature, ebooks, and more ODI WG launched after ALA 2011. Created a recommended practice

Goals of Open Discovery Initiative Define ways for libraries to assess the level of content provider participation and for discovery services to affirm how they use that content Help streamline the process by which content providers work with discovery service vendors Define models for “fair” linking from discovery services to publishers’ content Determine what usage statistics should be collected for libraries and for content providers From Library perspective: Web-scale discovery systems are increasingly important to the work of libraries in service of their users. As these discovery systems become more complex, librarians are less able to understand or explain to their users what content is included or how. The Open Discovery Initiative's recommended practice represents a significant opportunity to understand what is indexed, where it comes from, and how it is used.  Increasing need to ensure that the coverage meets our needs.

Recommended Practice A technical recommendation for data exchange including data formats, method of delivery, usage reporting, frequency of updates and rights of use A way for libraries to assess content providers’ participation in discovery services A model by which content providers work with discovery service vendors via fair and unbiased indexing and linking From Library perspective: Web-scale discovery systems are increasingly important to the work of libraries in service of their users. As these discovery systems become more complex, librarians are less able to understand or explain to their users what content is included or how. The Open Discovery Initiative's recommended practice represents a significant opportunity to understand what is indexed, where it comes from, and how it is used.  Increasing need to ensure that the coverage meets our needs.

ODI Standing Committee 2014-today To promote educational opportunities about adoption of these recommended practices To provide support for content providers and discovery providers during adoption To provide a forum for ongoing discussion related to all aspects of discovery platforms for all stakeholders (content providers, discovery providers, libraries) To determine timing for next steps for ongoing work

ODI Standing Committee Roster Libraries Publishers Service Providers Marshall Breeding, Independent Consultant Ken Chad, Ken Chad Consulting, Ltd. Jason Price, SCELC Ken Varnum, University of Michigan Laura Morse, Harvard University Lettie Conrad, Independent Consultant Susan Hillson, APA Anne-Marie Viola, SAGE Publications Julie Zhu, IEEE Karen McKeown, Cengage Learning Scott Bernier, EBSCO Information Services Cathy King, OCLC Rachel Kessler, Ex Libris/ProQuest

2017 Priorities Increasing Content Provider participation in discovery Analyzing and defining usage stats needed by stakeholders Recommending methods for content coverage disclosure for Content Providers and Discovery Providers

2017 Priorities Updating the Recommended Practice to ensure it addresses needs and responsibilities for all stakeholders (Libraries, Content Providers, Discovery Providers) in line with current technologies and library trends Continuing to educate stakeholders via a variety of mechanisms

Value Proposition (Library) Participation in Discovery Participation in ODI Easier to find relevant content when all resources are indexed on one platform Allows libraries to compare Discovery Services and Content Providers with ease Makes the content included clearer Ensures that content from all sources is being treated equally Encourages content providers to participate to make Discovery Service truly a one-stop shop Recommends specific usage statistics be provided to make libraries better understand how discovery services are used

Value Proposition (Content Provider) Participation in Discovery Participation in ODI Content is more discoverable when indexed in a discovery service, thus increasing usage and decreasing the likelihood of cancelations Conforming to richer metadata standards and making data transfer straightforward ensure more complete indexing and more discoverable records Content indexed in a discovery service is more valuable to the library Signals to customers that the content provider is doing its utmost to be straightforward Opportunity to voice concerns in an environment that is open and can work on change through discussion with all parties

Value Proposition (Discovery Provider) Participation in Discovery Participation in ODI Inherent as stakeholder Simplifying data exchange reduces costs to ingest metadata Transparency in processes (true conformance with RP) increases marketability with libraries True conformance with RP increases opportunities to partner with other stakeholders in the information marketplace

Resources for CPs and DSPs Content Provider FAQ http://www.niso.org/workrooms/odi/content_provider_faq/ Conformance Checklist Templates & Statements Goal is transparency, not perfection! http://www.niso.org/workrooms/odi/conformance/ http://www.niso.org/workrooms/odi/conformance_statements/

Resources for Librarians FAQ and talking points http://www.niso.org/workrooms/odi/library_talking_points/

General Resources Website Mailing list ODI Updates Twitter http://bit.ly/niso-odi Mailing list http://www.niso.org/lists/opendiscovery/ ODI Updates http://www.niso.org/workrooms/odi/updates/ Twitter https://twitter.com/NISO_ODI

Thank you! Questions? http://bit.ly/niso-odi