1. Laura Morse & Amira Aaron ELUNA Steering Committee
Increasing Depth and Scope of Content in Discovery Library Advocacy Discussion
Laura Morse & Amira Aaron ELUNA Steering Committee

2. What are the major issues for libraries?
Libraries are traditionally neutral in presenting the best content to their users based on professional expertise and financial realities
Libraries are paying significant money to purchase or lease content from content providers
Libraries are also paying large amounts for discovery systems and investing in significant staff time
May 11, 2017

3. What are the major issues for libraries?
Libraries have always had choice in what content they purchase or lease and how they present this content to their patrons
This choice is being taken away by some content providers & vendors – especially those with their own discovery systems
Assertion – Libraries have the right to choose the system/platform by which their users discover licensed, paid content
May 11, 2017

4. What Else Affects “Content Neutrality”?
Extent and quality of metadata
Relevancy ranking – results can be skewed to a particular provider’s content – we need to ensure neutral treatment of content
Fair and accurate linking
May 11, 2017

5. What Else Affects “Content Neutrality”?
Libraries have a responsibility to understand and control as much as possible the content neutrality in the discovery system
Exclusive deals between content providers and vendors (e.g. Harvard Business Review)
Big money is involved… library needs are being ignored and scholarly research suffers on campus
May 11, 2017

6. A & I Indexes Valid concerns:
Metadata is their value; should they give it away?
Fear of cancellations due to discovery systems
Results merged with no “credit” given for citation & no usage stats.
Results not as targeted; metadata searching not as effective
May 11, 2017

7. A & I Indexes
A& I index providers being pressured for expensive, exclusive deals with aggregators and also being dissuaded from contributing to all discovery systems
Question: With the addition of most full-text content from publishers with accompanying metadata, what is the real impact of missing A&I content on success on discovery systems?
May 11, 2017

8. Your Advocacy Needed
Vendors are pressuring publishers, especially A&I index publishers (and Boards), to sign EXCLUSIVE deals for content in exchange for large sums of money.
Publishers of full-text sometimes put search of their content behind authentication in discovery systems. Many users do not sign-in. Restricts discovery (and therefore use of their content).
Libraries need to organize conversations among all parties and foster collaboration; libraries need to talk directly to A & I index providers
May 11, 2017

9. Sounds fine, but
Shouldn’t the vendors work this out for themselves?
Can’t ELUNA take care of this?
This is all very confusing, how do I keep it straight?
May 11, 2017

10. Open Discovery Initiative Can Help
Background of ODI
Emergence of Library Discovery Service solutions
Agreements between content providers and discovery providers ad-hoc, not representative of all content, and opaque to customers.
May 11, 2017

11. 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
May 11, 2017

12. 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.

13. Resources for Librarians
FAQ and talking points

14. What Practical Steps Can Libraries Take?
Learn more about the issues and the ongoing conversation, especially about the NISO Open Discovery Initiative.
Support vendors/publishers who collaborate and those who follow NISO ODI guidelines
Advocate in writing and at meetings for collaboration and following ODI standards
Educate the faculty and scholars about the issue
May 11, 2017

15. What Practical Steps Can Libraries Take?
Advocate for Open Access and participate in initiatives
Set up professional meetings with publishers and vendors to discuss the benefits of collaboration, the realities of discovery systems, and the needs of the scholarly communication chain
Participate in and follow standards activities, especially ODI, and their implementation
Put our money where it counts and advocate for our users!
May 11, 2017

16. Upcoming Ex Libris Focus Group
Analyze real significance of missing A&I content to the discovery process, as opposed to the perceived impact
Work to extend A&I content available through Summon and Primo through the following:
Map areas in which the missing A&I content has a greater impact
Find ways to collaborate with A&I providers and persuade them to enable their data
Recommend best practices and complementing tools that would encourage reference librarians and faculty to maximize the advantages of their discovery systems.
May 11, 2017

17. Discussion and Questions
Advocacy Ideas?
A&I Content Impact?
Other Concerns?
May 11, 2017