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

2. 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 Created a recommended practice

3. 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.

4. 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.

5. 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

6. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. Resources for CPs and DSPs
Content Provider FAQ
Conformance Checklist Templates & Statements
Goal is transparency, not perfection!

14. Resources for Librarians
FAQ and talking points

15. General Resources Website Mailing list ODI Updates Twitter
Mailing list
ODI Updates
Twitter

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