SSP Annual Conference June 2013 Jay Henry

Introduction Web Scale Discovery in brief & why it matters Metadata – new ruler of the realm Life Cycle of Metadata – Publisher as Parent Evangelic Appeal for Standards Strategies, Tactics & Pitfalls to Avoid

Many terms tossed around… Federated search, Metasearch, NextGen catalogs, discovery layers --- and now Web Scale Discovery Service An improved search experience has always been the motivation behind innovation… The latest generation of tools are something different.

A Definition A pre-harvested central index coupled with a richly featured discovery layer providing a single search across a librarys local, open access, and subscription collections. …but its more than that

Not Just Another Search PDA/DDA are purchasing models that were ahead of technologies ability to properly accommodate. The acquisition systems developed in conjunction with WSD represent a logical progression of capabilities Patron-driven acquisition, or PDA, is not new, but it is on the rise. Approximately 400 to 600 libraries worldwide have switched to a patron-driven system for purchasing new works, and that number is likely to double over the next year and a half (2012)

Simple Logical Progression Card Catalogs Holdings Print Online OPACs Partner holdings ILL Limited online access Consortia Improved online access Web search Non-linear lending Knowledge bases Remote patron access Online journals, books, databases WSDS Just in time Demand Driven Acquisition Instant gratification Metrics Supply chain increasingly complex.

The Players

Content is King? Metadata is the real ruler of the realm Using descriptions of content to generate purchase and use is more important now than ever So, if we know what the target is, how do we create the best possible metadata?

The Black Box The people who know how these systems work arent telling

Lifecycle of Metadata

The Basics (More Is Better) Title Author Format ISBN Subject categories Imprint Link to publishers dedicated page Publication Date Price

Data = Sales Titles that meet the BIC Basic standard see average sales 98% higher than those that dont meet the standard Records with complete BIC Basic data but no image have average sales…of 473% [higher] in comparison to those records which have neither the complete BIC Basic data elements or an image. The difference in average sales between records which…dont have enhanced metadata, and records which do…have enhanced metadata elements is on average over2,600 units, which represents an increase of almost 700%

Standard Identifiers… please.

How identifiers help Proper understanding of the customer, whether author, reader or institution Provides a simple basis for wider data governance: Data governance, as defined at Ringgold, is the processes, policies, standards, organization, and technologies required to manage and ensure the availability, accessibility, quality, consistency, auditability, and security of data.

The supply chain Consortium Author Submission and Peer Review System Publisher Technology Partner Subscription Agent or Sales Agent Fulfilment House or System Library Discovery Service WSDs End User Data Syndication Targets ConsortiumSocietiesFunders Citation

The supply chain Consortium Author Submission and Peer Review System Publisher Technology Partner Subscription Agent or Sales Agent Fulfilment House or System Library Discovery Service WSDs End User Data Syndication Targets ConsortiumSocietiesFunders Citation

The supply chain using identifiers Consortium

The supply chain using identifiers Consortium

The supply chain using identifiers Consortium

Strategy Suggestions Create the most complete metadata possible Distribute widely and efficiently Adhere to standards Uniquely describe each manifestation of a work Develop an internal policy to create uniform data across all published works

Practical Tactics Require Authors to establish an ORCID profile Create links into content, the more specific the better Develop concise descriptions of content (not jacket copy) Include as much as practical – e.g. abstracts of chapters are often written by the authors themselves Apply unique identifiers to establish longevity of the metadata (e.g. ORCID, ISBN, ISSN, DOIs Ringgold ID, ISNI) Evaluate the benefits of working with outside partners to assist in metadata development, application and syndication

Pitfalls to Avoid Non-Standardised Naming Conventions Result: Poorly associated data in the supply chain. Example 1: Inconsistent author listings, e.g. John Smith, J Smith, Smith J etc. Solution: use ORCID numbers Example 2: Lack of affiliations between authors and institutional customers. Solution: use the Ringgold or ISNI number Example 3: Inability to link author and customer data together. Solution: use the Ringgold or ISNI number

Pitfalls to Avoid (continued) Lack of or Inadequate Subject Classifications and Keywords: Result: Dramatic negative effect the positioning of content in relevancy rankings in discovery or search services Example 1: Applying non-standard subject classifications causes a mismatch against what is expected by libraries or end-users Solution: Understand the standards and best practices being applied by current systems and similar publishers; provide information in a form that will most easily utilized by the systems presenting your data Example 2: DDA sales are lost because subjects were applied without using an international standard resulting in poor search results among international users; cross-discipline keywords lacking entirely e.g. Football in the US does not mean the same as Football in Europe. Solution: Adopt an internal policy to adhere to an accepted standard at the core of subject description, and then expand the description using keywords in the abstract/summary copy.

Pitfalls to Avoid (continued) Format and versions: Result: Confusion within sales and distribution channels Example 1: Users fail to find a compatible format for the title they want Solution: Apply ISBNs correctly – unique identifier for each e-edition Example 2: Citations are incorrect or inconsistent Solution: Apply version-specific pagination if appropriate Example 3: Links to content fail over time Solution: Apply DOIs to establish a persistent and reliable link Example 4: Data is not fully utilized/indexed by discovery systems Solution: Output information in industry standard formats (ONIX)

Pitfalls Lack of high quality information reduces the likelihood of content to be discovered.

References The Ins and Outs of Evaluating Web-Scale Discovery Services by Athena Hoeppner Stakeholders Strive to Define Standards for Web-Scale Discovery Systems By Michael Kelley on October 11, best-practices/Michael Kelley best-practices/ White Paper: The Link Between Metadata and Sales By Andre Breedt, Head of Publisher Account Management; David Walter, Research and Development Analyst, The BIC Basic standards for bibliographic data provision Web-Scale Discovery in an Academic Health Sciences Library: Development and Implementation of the EBSCO Discovery Service DOI: / JoLinda L. Thompson a*, Kathe S. Obrig a & Laura E. Abate a Medical Reference Services Quarterly Volume 32, Issue 1, 2013JoLinda L. ThompsonKathe S. ObrigLaura E. AbateVolume 32Issue 1 Discoverability Challenges and Collaboration Opportunities within the Scholarly Communications Ecosystem: A SAGE White Paper Update by Mary M. Somerville, University of Colorado Denver;Lettie Y. Conrad, SAGE Collaborative Librarianship Vol 5, No 1 (2013)Vol 5, No 1 (2013) Affection for PDA By Steve Kolowich 2012 Inside Higher EdSteve Kolowich discretion#ixzz2VWOAqWoU

Jay Henry Vice President Ringgold Inc.