Name: NISO Annual Members Meeting and Standards Update 2020
Uploaded: 2023-02-13T00:00:00.0000000
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Description: NISO Annual Members Meeting and Standards Update 2020

Name: NISO Annual Members Meeting and Standards Update 2020

Description: NISO Annual Members Meeting and Standards Update 2020

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Upload Date: 2023-02-13T00:00:00.0000000

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Segment:0 .
Todd Carpenter Alright, good morning, everyone, and welcome to the nice SOS 2020 membership meeting. This is also our annual report of 2019 activities. My name is Todd Carpenter. I'm the executive director of nice. Oh, and I'm glad that you all could join us today. Todd Carpenter Will be going through a, at least for the first half hour the membership report, and then we'll get into a presentation of the Todd Carpenter Some of the nicer projects and an update of some nice so activities.
Todd Carpenter For the remaining hour of the program that will be led by Nettie legacy and I suppose associate executive director Todd Carpenter So let's dig in. Todd Carpenter 2019 was certainly your changes we're going to cover the merger between nice oh and face some changes resulting from that as well as walk through the outlines of Knossos new strategic plan. Todd Carpenter Will discuss the events that took place earlier this year at the nice plus 2020 conference, as well as the goals and outputs of that meeting and our plans for 2021 Todd Carpenter Will cover nice says membership and finances touch a little bit on the standards program will go into bit more detail. After that, and there'll be time for an open discussion of nice so activities. If anyone has any questions or comments.
Todd Carpenter So, Todd Carpenter Let's Todd Carpenter Face is another organization that had a long and storied tradition of bringing people together. Todd Carpenter Nice L also had a long history and tradition of getting down into the weeds and getting things done. Todd Carpenter And n face was no had a reputation of being a thought leadership meeting. Todd Carpenter Where nice Oh had a reputation as a kind of get it done organization.
Todd Carpenter So it made sense. And when the boards first started having conversations about what we tried to achieve with bringing the two organizations gather Todd Carpenter It made sense to bring the visionary with the practical together. And that was the rationale for the merger of the two organizations and bringing the two organizations together so nice. Oh, plus n face made perfect sense at the time. Todd Carpenter We had a vision of marrying this convening with the practical through this merger. We could engage and expand the participation and engagement in our activities we can invigorated our development work dedicate more resources to thought leadership.
Todd Carpenter rationalize the programming between the two organizations and reduce overhead and then pass some of those savings back to the membership, these elements of the vision of bringing the two organizations together and in Todd Carpenter We did that we brought those two organizations together and merged to a new new nice. Oh. Todd Carpenter I never thought that Todd Carpenter Mergers and acquisitions was part of the part of my life leading a nonprofit organization. It's more of a corporate activity.
Todd Carpenter We're expected some of the challenges and difficulties of bringing two organizations together. Todd Carpenter It's not quite as easy as putting two puzzle pieces together. It's more like finding the puzzle pieces and trying to put them together. When you sort of have some idea of what they might look like when they get together. Todd Carpenter Everything from insurance policies to bank accounts. Todd Carpenter It, it was a challenging and struggling year for all those engaged in nice though. Todd Carpenter But we came through the other side and we made a lot of progress, both internally structurally Todd Carpenter We've been able to do some things like add staff.
Todd Carpenter So I'm very pleased in 2019 to have added Jason GRIFFEY as Director of Strategic Initiatives and Alice meadows is director of community engagement to the staff, they are both amazing, amazing people. Todd Carpenter I'm often astounded that I look around the team that we have. And I'm astounded that these people are are committed to to participating in Nice. Oh, and willing to join us on our, on our merry way. Todd Carpenter Both have made terrific impact on our organization, and I expect we'll continue to do moving forward.
Todd Carpenter We also expanded our board of directors and we changed our bylaws, and did some kind of behind the scenes activities with regard to the leadership of nice. So as you can see, we have an amazing and engaged board of directors. Todd Carpenter The board grew from 13 to 15 members on July 1 of 2019. We also changed a requirement that board members should be affiliated with members of nice so moving forward. Todd Carpenter There's some grandfather and clauses in there about current members, but we want to make sure that the board is representative of nice. Oh.
Todd Carpenter We've also done some work over the past 912 months to focus on what our vision is and what our, our mission is as a combined organization. Todd Carpenter So we've adopted a vision statement in terms of where what we'd like to see the world become because of our efforts nice was vision is a world where all benefit from the end fettered exchange of information. Todd Carpenter Benefit Todd Carpenter From our activities from the activities of our members from even those outside of our membership community to make the exchange of information more seamless more unfettered and simpler.
Todd Carpenter And we do that through our mission. Our mission is kind of the, the, how we get to our vision and what we like to see the world's become Todd Carpenter And our mission is fairly simple. Although it's complicated in its activities. Todd Carpenter Our mission is to build nos build knowledge foster discussion and advanced authoritative standards development through collaboration amongst cultural scholarly scientific and professional communities.
Todd Carpenter We work with libraries. We work with publishers, we would work with systems vendors to educate the community to foster thought leadership as well as Todd Carpenter Get down in the weeds and find practical solutions to the problems of information exchange and we do that through collaboration. We do that through partnership. Todd Carpenter Of the various stakeholders in our community. Todd Carpenter The board is also set forward a set of nice Oh strategic goals. We're working on crafting this into kind of fancy Todd Carpenter Packaging but we've set forward and the board agreed that it's fall, spring board meeting, nice. Oh, strategic goals and I'm going to go through those at a high level. Now, Todd Carpenter Where we're focusing our attention in the next Todd Carpenter Three to five years.
Todd Carpenter The first theme of this strategic initiative is on diversity and inclusion. Todd Carpenter Nice. So wants to be recognized for connecting a diverse community of stakeholders. Todd Carpenter Diversity comes from various perspectives that is not only the individuals who are participating. We want diversity from, from the perspective of the individuals participating in a variety of ways. We want institutional and organizational diversity. We want geographic diversity.
Todd Carpenter And to do that we have set forward for specific goals related to the diversity of our community, the first of which is to increase participation of early career professionals. Todd Carpenter One of the challenges of our community is that oftentimes people think that they can't get engaged until you have Todd Carpenter Years and years or decades of experience in our community, which isn't exactly the case, there's a variety of ways in which early career professionals can engage and learn from participating in our work.
Todd Carpenter We also want to identify and develop new communities of stakeholders. Todd Carpenter People who are new to participating in nice of standards activities but also generally new to our community, which is not necessarily the most diverse Todd Carpenter Community in the space a concrete thing that we're working on is the development and implementation of a diversity, equity, and inclusion policy. Todd Carpenter We've been drafted that and the board is working towards pushing that out the door as well, which will cause a fire opinions and perspectives, with regard to diversity, equity, and inclusion.
Todd Carpenter We also particularly want to focus on the international engagement, participation in nice and the worldwide impact that the our work has Todd Carpenter You know, despite the name National Information standards organization, the participation, we have already Todd Carpenter Is generally diverse about 20% of our members are outside of the United States. We'd like to increase that we'd like to also increase the participation of those members outside of the traditional North American or Western European Community.
Todd Carpenter The second theme is trend setting, we want to be seen as an organization that drives thought leadership and innovation in our space, this kind of continues from the perspective that nice. Oh, the end face history, excuse me, the face history of trend setting and thought leadership. Todd Carpenter In this area, we're going to focus on again four different areas. The first of which is the nice L plus conference and we're trying to build that as an influential and impactful forum for thought leadership and discussion.
Todd Carpenter We want to also identify emerging trends and create forums either physical or virtual unfortunately more virtual today than physical in our current covert environment, but that we want to use those forums to anticipate future needs and directions. Todd Carpenter And drive actionable solutions and valuable outputs for the community. Todd Carpenter The third is to maintain and develop relevant activities for advanced management of information services, particularly in the humanities and government organizations who Todd Carpenter Maybe weren't US significantly served by. Nice. So in the past, in which and face did have a tradition of serving Todd Carpenter And the third is to focus. And the last is again to focus on how these issues impact the international community.
Todd Carpenter The third theme is focused on our core work which is standards development for content and technology. We want to make the standards and recommended practices that we produce Todd Carpenter We wants to continue to do that in a robust way and we also want to focus on making the information exchange more efficient through collaborative solutions core to what we do our mission. Todd Carpenter Is kind of stating the obvious, but these are the core of what we do. And this is a core of what we want to continue to do Todd Carpenter And we're going to continue to do that through a variety of ways to make our work make the community more efficient through standardization.
Todd Carpenter The first thing we're going to do here is to increase transparency, the standards process and nice those role in that process. Todd Carpenter What we also are going to do is review and update information about our website and how our website can be improved and how we can Todd Carpenter More Todd Carpenter Address and communicate information through our platform. Todd Carpenter We also want to increase the adoption of nice to have standards and recommended practices and focus on how do we build adoption.
Todd Carpenter Of our work. Todd Carpenter Which involves the building of awareness of standards and how people can adopt those works. Todd Carpenter The last theme is focused on community development. We want to nurture and engaged inclusive and sustainable community. Todd Carpenter We're going to do that through four Todd Carpenter Four different approaches.
Todd Carpenter We are going to build an engaged community and drive membership. Todd Carpenter To ensure sustainability through increased financial support and engagement. We're going to build our renewals process simplify that, as well as find ways to make it easier for organizations to join me so Todd Carpenter We're going to build community awareness and understanding of nice of standards and their value and Dr. Implementation adoption of those standards.
Todd Carpenter The we're going to further build our training resources and educational programs to address management train changes and trends in our community to more effectively engage and educate the community, not just about nice those work but technology trends, broadly speaking, in our community. Todd Carpenter And then finally we're going to continue to Todd Carpenter meaningfully and thoughtfully engage those members of the former and face community, particularly the him in humanities and government agencies that participated in that for that community to engage in that in our work.
Todd Carpenter As I mentioned, a key element of this thought leadership and driving activities in our space is the nice hopeless Conference, which was a continuation and kind of transformation of the former nice and face community conference. Todd Carpenter We got together in the end of February brought about 200 a little over 200 maybe 230 people to three days fantastic conversation in Baltimore.
Todd Carpenter The meeting was Todd Carpenter Supported by a fantastic number of community members and organizations in our space. Todd Carpenter Who came in to support what we were trying to do and the brain the breadth and depth of the sponsorships who came in to support us in this work. Todd Carpenter Was gratifying, even before we we even before we got together. It was a signal of what we were trying to achieve and how organizations got behind us in our, in our approach.
Todd Carpenter So what are we trying to do with a nice hopeless 2020 meeting. We wanted to get away from the stage, the sage on the stage approach to broadcasting people's ideas and thoughts about Todd Carpenter Where information exchange was headed, but instead kind of foster conversations generate ideas. We also wanted to focus on practical solutions to these problems, not just talk about how organizations or entities could Todd Carpenter Think about these activities. But how could we really make a difference in impacting them.
Todd Carpenter And the third thing we wanted to do was focus on value. We wanted to make sure that the things we're trying to do, or discussing or potentially doing were of real interest in of real value in the community. Todd Carpenter So we wanted to engage the community. And I think we did that. I think we did a fantastic job of not just listening but engaging the participants in the conversations Todd Carpenter We set the program up, not just around presentations but around forums where people could talk and engage in and debate where we could go as a community and what sort of activities we really wanted to, to push forward.
Todd Carpenter Because as I said, both at the meeting, and afterwards. It really wasn't about what happened on those three days at the end of February. Todd Carpenter It was about what we wanted to do and what we needed to do on Wednesday, the 26th after the meeting was over, and how we could drive those ideas forward into implementation. That was a critical feature of what we were trying to do. Todd Carpenter And while it might not seem like there's been a lot going on from the outside, again, maybe this is something that nice Oh needs to do more work on Todd Carpenter But we have done a lot to synthesize the ideas that were captured during those Todd Carpenter Those three days we're producing and outputs and next steps report which we hope to have released in the next couple days.
Todd Carpenter And the topic committees have gone through all of the notes the collaborative notes that we developed prioritize them. Todd Carpenter kind of assess them from the perspective of should nicer be doing this. Should we pass these ideas on to other organizations other groups within nice or outside of nice. Oh. Todd Carpenter how practical is this idea how achievable is this idea, because there were something like 60 different ideas coming out of this meeting, realistically, how could we do all of them.
Todd Carpenter So we're moving forward with that approach. We will be engaging the community over the next several months of getting some of these projects launched Todd Carpenter Both through the people who were there present who are brought these ideas to the table as well as the broader community who might find these ideas. Interesting. Todd Carpenter We also announced dates for nice Oh, plus 21 February 21 through the 23rd, of course, everything in the world kind of shifted off at the end of nice L plus 20 Todd Carpenter So we're moving to a virtual forward approach to the plus conference, the nicer team is thinking about deeply, how we can leverage the fact of Todd Carpenter It might not make the most sense to be bringing 300 350 people together in Baltimore next February, but how can we put forward and approach that is leading with virtual creating a virtual forward event.
Todd Carpenter So we'll be announcing more details about that and our approach and our thinking over the next several months and into the fall about how we're going to leverage the capabilities of n and Todd Carpenter unique features related to a virtual event and how we can make that virtual event a success and build on the success that we had in I said 21 of the other things that we mentioned Todd Carpenter Is communication as a key priority of the things that we're doing one element of that is nice. So information organized, which is nice. Those Todd Carpenter monthly newsletter and website which highlights some of the things that organizations within our community are doing things that nice so we're doing and technology trends in our space we update this regularly throughout the month and we Todd Carpenter can compile that into a monthly newsletter that we send out some of the things that we're thinking about a segmentation and how we can Todd Carpenter Create systems to segment and allow this this new information resource to be tailored to meet the needs of particular organizations in our community and we hope to be rolling some of that technology out later this year.
Todd Carpenter So very quickly, I'm going to touch on some things with regard to our membership and the trends within our membership. Todd Carpenter Nice. Oh, through the merger was able to bring in a number of new voting members we now stand it just about 230 members. Todd Carpenter So you'll see the voting members spike in in the last year of this graph in 2019 and LSA members have been on a little bit of a downward trend. Todd Carpenter We added 18 formerly nice though end face only members to the nicer roles as well as added for new voting members in 2019 voters Kluwer biblical labs CAD more media and the International isn center. We have three non renewals of nights of voting members and naira who was acquired Todd Carpenter Code ocean and the University of California Press with through their membership.
Todd Carpenter The library standards Alliance has been experienced a modest decline in Todd Carpenter Which is continuing something of a steady trend over the past few years. Todd Carpenter We brought into new members in 2020 but unfortunately six organizations primarily outside of the US were non renewals in in 2020 which is the net down of 2014 from Todd Carpenter amongst some of the challenges that we've experienced with regarding our membership and face was on a different calendar year different fiscal year one nice. It was on a calendar year and face was on a July or June here.
Todd Carpenter And while our member rates have been fairly of our membership rates have been stable in 2019 and 2020 as part of the merger we're considering what we'll do with those membership rates. Todd Carpenter The Members who had been members of both and face and nice. Oh, saw reductions in their overall combined membership dues in 2020 and we're looking at Todd Carpenter Moving forward, reviewing the membership and the inconsistency is of membership rates, both within the membership of n face and nice. Oh.
Todd Carpenter There was sort of a lack of continuity between the two organizations as well as plans to revise a new do structure to rationalize this we had plans to that in the spring and then Todd Carpenter Kind of through our plans into a bit of a challenge. Todd Carpenter Undertaking or rationalization of do structures is never easy in the best of times and unfortunately we aren't in the best of times Todd Carpenter Some organizations might see a members dues increase. Some might see a decrease, but in this environment that becomes much more challenging.
Todd Carpenter We do plan to continue to move forward with that work. Todd Carpenter But at a different at a slightly different time scale. Todd Carpenter So get very quickly into a report of nice as finances. Todd Carpenter Was a solid year for nicer. Todd Carpenter This is the Todd Carpenter The audited financial statement from Todd Carpenter We ended the year with a surplus of just under $50,000 in fiscal year 2018 Todd Carpenter We do our audits.
Todd Carpenter Our audits are finished, about halfway through the year. So we are still processing. We're still working on our audit for 2019 fiscal year, which ended December 31 Todd Carpenter But nicest finances were fairly strong on just under a million dollars of revenue in Todd Carpenter And Todd Carpenter Just over a million dollars but $1.68 million dollars in revenue and just over 1,000,001.0 to 3 million in Todd Carpenter In expenses.
Todd Carpenter As you'll see, this is our financial trends from Todd Carpenter You'll see the 40 just under $45,000 increase to our surplus in in Todd Carpenter The brown line is our Todd Carpenter Total assets and the red, orange lines are surpluses and deficits, I should note that the spikes in our Todd Carpenter The spikes in our reserves or surpluses generally are timed with multi year grants.
Todd Carpenter And the deficits, which follow those are bringing our spending through the surplus grants that we received in those years, but on an operating basis if you exclude those grants, we've been operating in a fairly consistent Todd Carpenter Plus or minus around breakeven for the last several years. The board is cognizant, though, that we need to be building our surpluses and are retained assets, particularly as a merged organization.
Todd Carpenter We need to have a bigger pool of surpluses. Todd Carpenter Then, then we have now, and the board is is moving in the direction of building on those surpluses. Todd Carpenter One thing. One other thing to note is the back in 2008 the rather large deficit that we saw. Todd Carpenter In that year, particularly as we're facing an economic downturn.
Todd Carpenter Some of that had to do with grants, but another large element of that was market depreciation of the assets that we held at the time and we no longer hold funds and in Todd Carpenter Equities or bonds. So we are no longer impacted by negative movements in the market. Todd Carpenter It does give us pause, though, particularly as we're entering this economic Todd Carpenter Environment of what's going to be happening. So very quickly, I'm going to bounce through some of the standards work that we completed in Todd Carpenter The transfer code of practice was published on April 8 version 1.2 of the Jets standard was published in April as well.
Todd Carpenter The automated KBR automation was published in June, as well as the ERA 21 resource access in the 21st century recommendations. We also adopted the Jets for our jets for reuse project and published that as a recommended practice. Todd Carpenter And future elements of the Jets for our suite of recommendations are also being published as nicer recommendations now.
Todd Carpenter We're looking at we've launched several new projects platform migrations was an important one. Taxonomy definitions and recommended Todd Carpenter badging schemes for Todd Carpenter Scientific output we launched a standard specific ontology standards work and find mobility discover ability of video and audio metadata, as well as a revision to the indexing standard see 39 doc for Todd Carpenter We have a lot of in front of us.
Todd Carpenter We have several projects underway. We have the 60 some ideas that came out of next hour plus 20 we have to focus groups that are looking at work necessary or needed in open related to open access and another I'm linked data. Todd Carpenter People have been talking to us about launching projects related to a revision of access and license indicators, the nice old library binding standard needs to be updated. Todd Carpenter The journal article versions needs to be updated from 2007 or eight, I think, is when it was published as well as a discussions underway about collaborative decision making and an interoperability Frank framework for that.
Todd Carpenter We've also made a lot of progress under launching joint initiatives with the seamless access initiative, which is an implementation of the RA 21 standard and the public library Data Alliance. Todd Carpenter Which is a continuation of the measures that matter work that Khosla led the coalition, the Council on of State Library administrators Todd Carpenter We finished work on project or to implement math ML in the chromium web browser that was in partnership with a galleon we completed that work in January.
Todd Carpenter And we've also received a grant related to nice helpless 20 to bring in diversity inclusion scholarship winners to participate in that that effort. Todd Carpenter And I'm going to end with two things kind of looking forward Todd Carpenter We've done a lot this spring we regarding the coven 29 pandemic and the situation regarding that we've been providing expanded web registrations to nice own members. Todd Carpenter We've hosted free webinars, we're on the topic of responding to the crisis and how institutions are dealing with it.
Todd Carpenter Unfortunately, we had to to cancel to spring in person events one we canceled in its entirety and the other, we moved to a virtual footing earlier this week that the is G form. Todd Carpenter In the fall, we are moving all of our events to a virtual footing, particularly for the Humanities roundtable we're considering whether or not to cancel a fourth event or hold it as a virtual event. Todd Carpenter And I mentioned we're moving to a virtual forward footing for nice Oh, plus 20. We've also cancelled all nice. Oh, travel for 2020 and expectation that it won't be safe for a nice Oh staff or for the people who are attending those meetings.
Todd Carpenter Looking into 2021 the pandemic is putting significant pressure in our community in the way that the 2828 29 financial crisis didn't Todd Carpenter We have already seen organizations, tell us that they won't be renewing their memberships and 2021 and the board is looking at what the impacts will be Todd Carpenter Both internally as well as externally for our member organizations and how we can drive and focus on value and efficiency to make them more efficient.
Todd Carpenter And the need for standards is certainly important. Todd Carpenter There is, as I mentioned, even though we're moving to a virtual footing for nice plus 21 Todd Carpenter We are contracted with a hotel for space there and how can we handle a, you know, maybe doing a smaller in person event or possibly discussing with the hotel adjusting our dates. Todd Carpenter But there is some uncertainty, but we are moving very aggressively into virtual footing and seeing where we can take that and be thought and provide thought leadership for that.
Todd Carpenter So I'm going to open up for any questions or comments. I know we're running a few minutes long Nettie I apologize, but if anyone has any questions or comments you can use the Q AMP a functionality, type in any questions or if there is anything in the chat. Todd Carpenter See, yes, we will share this this deck. This is our annual report we distributed to all of our next members. So we'll get that posted probably Todd Carpenter On Monday.
Todd Carpenter It will also be included in newsline um, there was a suggestion about excluding grants from our financials. Todd Carpenter The challenge with that is we try to keep them in line with generally accepted accounting practices of gap principles so Todd Carpenter We can internally we managed to Todd Carpenter Account for grants in a particular way, although we can't report them.
Todd Carpenter Without grants, I do, I would like to. But it's, it's something of an accounting challenge that I go back and forth with our auditors on I'm Todd Carpenter Yes. See Todd Carpenter If there. Any other questions. Todd Carpenter I think his credit on the list. Many Nettie Lagace I thought it was on the list. I sent to you, although I'd have to double check that. But it was not on your slide.
Todd Carpenter Okay, yes. It wasn't on my slide. It wasn't exhaustive. Todd Carpenter Yes, there are plans around credit Todd Carpenter And moving the credit taxonomy to a Nexus standard Todd Carpenter Nettie maybe you can can talk a little bit about that. Nettie Lagace Yeah, there's a lot of things going on with standards that are not we have a Nettie Lagace Project update that's going to be starting now. But there's a lot going on with standards that is not included in the project updating credit is one of those things.
Nettie Lagace So, Nettie Lagace Actually I don't have my list candy, but I could name a few things that are going on that are not part of the update. So we if that's okay. Nettie Lagace Sure. Okay. Nettie Lagace So credit the credit taxonomy has been accepted as a Nettie Lagace Project to standardize and there's a nice a working group that's working on the administrative areas associated with that standardization and that's considered to be an end of Phase one for credit Nettie Lagace Following standardization, which we're expecting will happen early later this summer, early fall, then there will be a new phase of credit that will Nettie Lagace Do a little engage more with the community and engage on different areas that could be expanded in credits so Nettie Lagace It's not the end of the line of credit getting it standardized back to the beginning of the line other projects that are notable Nettie Lagace Are the manuscript exchange common approach. This is Nettie Lagace Wrapping up in its publication, it's just getting approved by its topic committee this week and we are expecting to be able to publish it next week, so Nettie Lagace Look for an announcement on that. That is the work that has been done over the past year to make a recommended practice for the exchange of material across publishing platforms repositories.
Nettie Lagace And other kinds of resources to make it easy to transfer pre publication material. Nettie Lagace And then Nettie Lagace Also the projects that Todd mentioned video and audio metadata started up and criteria for indexes and library binding. Those are things that are now underway. Nettie Lagace So, but, and then the other things. There's other things that are going on that you'll be hearing about from the speakers who are Next on the agenda so Nettie Lagace If we're ready to roll with that we will move on to the project update section Todd, you could Nettie Lagace Oh, sorry. Go ahead, please.
Todd Carpenter One second. Sorry, I was talking in there. I was still on mute there that we have received. There was a question here about work types. There was a suggestion and we're looking for a proposal related to a project. Todd Carpenter I think that had gotten underway with same cast re Todd Carpenter About work types which is once we receive that proposal at be it'll go through the process of vetting Todd Carpenter If there are any other questions, you know, please feel free to type them into the Q AMP. A and if we have more time I'll answer them after the standards update Todd Carpenter One thing that I do want to highlight. This is a photo from the celebration, we had in the meeting.
Todd Carpenter At the end of nicer plus 20 Todd Carpenter We have an amazing team of people who who work at Nice. Oh, and particularly since you know when I joined. Nice. Oh, it was a staff of one Todd Carpenter And I am so pleased. How nice. Oh, has grown over the years and everything that happens within nice. Oh, it's because of the sick, the six other people that you see in this picture. Todd Carpenter It's an amazing team. I'm so grateful for all of them and also grateful to all of the volunteers to participate in our work. So with that, I want to thank everybody there is our contact information and I will now pass stop sharing and pass it on to Nettie Nettie Lagace Great, thanks. Todd. That was a great presentation. So moving on to the project update section. This is, as I mentioned just a selection of the projects that are going on at night. So now, Nettie Lagace We usually hold this session at a la and it says a result on I'm looking for people who are going to be at a la and I wasn't Nettie Lagace Restricted that way. This time, but I was restricted by time. So I hope that you will continue to keep up to date with nice. Oh, and as we move projects where we will be announcing them through our usual channels and Nettie Lagace Things are moving. So in today's update. We've got five projects. And the first one is Nettie Lagace Kimberly Stanley from the Duke University Press will be speaking about the content platform migrations work that's been underway for about a year, I think, and making good headway on addressing a problem that afflicts. A lot of people Nettie Lagace Kim. It's all yours. Thank you.
Kimberly Steinle Thank you. Kimberly Steinle Let me get my slides shared Kimberly Steinle Great. Okay. Kimberly Steinle Right. So yeah, so I am lucky to be Co chairing the content platform migration working group, along with Athena heppner from the University of Central Florida and want to just give you a little update on the status of where we are with that project work today. Kimberly Steinle Okay, so what's the problem. This is brief because I really feel like when we started talking about this originally and everybody knows what the problem is. Many people Kimberly Steinle Had stories. Most people have been a part of a migration, no matter what stakeholder group they're in and and most people their stories usually Kimberly Steinle Had a negative aspect to them, there was a lack of communication, something went wrong there was a challenge. And so we we absolutely saw an opportunity here.
Kimberly Steinle We've included multiple stakeholders. We saw one thing that I saw because Duke University Press went through a migration in 2017 Kimberly Steinle Was that there was a definite lack of communication between librarians and content platform providers specifically. And so that was an area that I was really interested in getting those groups to be able to talk with each other and not just have the publisher be the liaison.
Kimberly Steinle And. And as we know, and we did some research. I think there's some numbers later slides, but the number of platform migrations is increasing in such a way that Kimberly Steinle Some recommendations better communication is absolutely necessary, because especially on the librarian end of things, they're managing so many of these that we've got to get our act together to be able to do these in the numbers that we're seeing and have them go smoothly.
Kimberly Steinle Right, so. So this came out of Athena and I actually being a part of the information policy and analysis topic Committee and the Committee was looking for ideas and Kimberly Steinle This happened to be at the top of my mind because at that time, I think we were actually going through the migration. So that was all. I was thinking about Kimberly Steinle And then, you know, brought that to the table and immediately. So, you know, jumped in having to deal with so many on the library side and it just, it really just grew from a casual idea to everybody, jumping in and Kimberly Steinle having something to say, having some kind of experience or opinion.
Kimberly Steinle Right. So this is the how many migrations. You know, it depends on stakeholder group. I mean, publishers every five to 10 years nice if it was even less. Kimberly Steinle You know, when I think about. I mean, we've migrated a couple of times I've been at the press about 20 years now and we've been through two migrations. Kimberly Steinle And are going through a third with our math platform, but it's not something that you want to do all the time, that's for sure. Kimberly Steinle And then the content platform vendors, they're working with multiple migrations in a year and then librarians.
Kimberly Steinle Some research that Athena, actually. Did you know just sort of casual call for folks to add to a list of public List of how many migrations they've gone through in the past year or so. Kimberly Steinle Was in then the numbers made us really double down and feel very committed to this project because 30 migrations.
Kimberly Steinle Maybe that's 10 a year, maybe there's more than one year less than another. But when I think about from the publisher side how much work we had to do. Kimberly Steinle I really felt for librarians that, you know, everyone is adding this to the work that they're already doing so and having this many migrations and have that having them not go smoothly as smoothly as they call it. Kimberly Steinle Is pretty problematic for everyone, but especially for the library and stakeholder group.
Kimberly Steinle So here's our working group members and we didn't have. We didn't have a problem getting at members. Kimberly Steinle And there were when we put the call out there were a lot of folks that were interested in. And that was really encouraging. Kimberly Steinle And so this is our working group. But what I'll say is we have had a lot of interest outside of this group, and it's great because not every vendor or Kimberly Steinle You know stakeholder type is represented in the group. But we know that we can reach out to those folks.
Kimberly Steinle And get their opinions and feedback throughout the process. So we've been in touch with, you know, a variety of outside vendors like maybe like OCLC or across raft, etc. Kimberly Steinle To what what when we have a question where we want their expertise. So this is these are the folks that are really working hard to move the project forward or have been instrumental in the beginning of the project, but we are getting feedback and expertise from other areas as well.
Kimberly Steinle OK, so the work item. What are we trying to do what we're trying to do is we want to develop a recommended practice. Kimberly Steinle So that we can improve communication and throughout that throughout the migration process. So that's pre migration mid migration at launch post immediate post launch Kimberly Steinle Not immediate post launch throughout the whole process and you know we were talking just actually this week with our working group about Kimberly Steinle You know we we were trying not to overdo communication and our checklist, but it is so important that that folks are communicating, not just in the beginning, but throughout the whole process.
Kimberly Steinle Of a migration, it's just, it's so critical. And it's and that's where the breakdowns happen most often. So we're hoping that our recommended practice is going to is going to help with us. Kimberly Steinle So some of the things that we did in the beginning. Kimberly Steinle Which seems so long ago now, but maybe wasn't all that long ago when we were doing our information gathering stage. Kimberly Steinle We were talking with folks like I said outside of the working group, especially people that had recent experience with migration.
Kimberly Steinle And we were able to do some interviews we did. We did a casual survey to find out a little bit about what folks would like to see Kimberly Steinle Improved with migrations. There was a lot of feedback there. And that was really, really great to help us get started. Kimberly Steinle And then we also looked at some publishers or platforms that had done migrations recently were willing to share some of their communications with us.
Kimberly Steinle Some folks had websites up from their past migration some shared, you know, some email communications that they sent out and that was also helpful to see the variety in communication, but also the variety in the types of migrations. Kimberly Steinle And now where we're at, is Kimberly Steinle Creating a timeline and we'll look at that at the very end.
Kimberly Steinle So something else that we felt like I said, when we were talking with other other vendors Kimberly Steinle We realized pretty quickly because our working group. We were lucky enough to have some folks on the working group that have been a part of other Kimberly Steinle Other groups such as transfer k bar and realized that there was some overlap and so Kimberly Steinle Wanting to make sure that we are looking at these other recommendations or codes of practice and referring to them in Kimberly Steinle Our own recommendation, but we're not trying to rewrite, we can you know absolutely point to Kimberly Steinle Different. Different things like transfer light k bar, we can look at authentication methods and part of what will be in the recommendations is that they'll be Kimberly Steinle A glossary section as well as a reference section and so that we can point people to these these things that already exist, you know, really our recommendation might be, you know, if you're not Kimberly Steinle Preparing k bar files, you may want to. And by the way, here's a link to learn more about about that if you're if you're not aware Kimberly Steinle The same with counter absolutely is. There's already a very robust code of practice that we can point people to so Kimberly Steinle There's a lot of resources out there.
Kimberly Steinle Right, so our stakeholder groups. I mean, the main stakeholder groups are the publishers, the content platform providers and libraries. And then there's the other technology partners, of course, the link resolve or discovery services. Kimberly Steinle Folks like cross RAF just lots of other lots of other stakeholders. So that's why I said we couldn't get everybody on the working group and but we know that we've been in touch with Kimberly Steinle The this variety of folks and when the draft of the recommendation goes out. We definitely will go back to that group of people that have expressed interest or are involved in some way.
Kimberly Steinle And really invite them to please review the draft and provide their comments to make sure that we're being inclusive of all the different parties that are involved in a migration as there are a lot Kimberly Steinle And we want to make sure that the recommendation is covering everyone that needs to be covered. Kimberly Steinle So this is all we're trying to do. Kimberly Steinle The seamless transition minimal interruption interruption for our users.
Kimberly Steinle It would be. It's a wonderful thing, I think, to work towards. So we are we are hopeful and committed Kimberly Steinle So what we're hoping to deliver, like I said, is recommendations so so there'll be a recommendations document. Kimberly Steinle A communication plan a checklist. I think right now the group is really focused on the checklist and from what we have heard so far. Kimberly Steinle From previous presentations like at NASA was the most recent Kimberly Steinle The most recent one was that folks seem to be pretty excited about the checklist so we're putting a lot of work into that right now and trying to make it a resource that's going to be Kimberly Steinle You can see that the whole checklist you and but you can narrow it to your particular stakeholder group.
Kimberly Steinle Or another stakeholder group, you know, we heard from some librarians that they didn't really know during the migration and maybe what the Kimberly Steinle Activities were on the content platform vendor side so you know if there's interest there somebody can look at the other stakeholders checklist to just get a sense of what they are doing within, within a migration. Kimberly Steinle And then the glossary. Like I said some key terms and possibly linking to other things.
Kimberly Steinle That timeline. So you know Cove, it has thrown us off a little bit. So we're we're taking a little bit more time. Kimberly Steinle than we had hoped, but we're hoping, hoping that the initial draft is going to be done next month, and that we can open up our comment period in August, because we'd really like to get that wider feedback from the broader community, we've been looking at all of this. Kimberly Steinle So much that it feels like it's just about time to get that feedback so that we can refine the recommendations and the checklist and things so that it can be the most useful for the community.
Kimberly Steinle So absolutely. Once that comment period is open. There'll be publicity around that and like I said before, will absolutely go to Kimberly Steinle folks that have expressed interest specifically and invite them to please, please review the draft and and provide your comments so that we can make this the strongest recommendation that we can Kimberly Steinle Yeah. And if you have questions, and I don't know for holding those till the end.
Kimberly Steinle Or just putting them in the chat. Nettie Lagace Yeah, it might make sense to to put them in the chat and we can address them at the end so Kimberly Steinle Great. Great. Thank you. Nettie Lagace Appreciate that. Nettie Lagace So our next project presentation is on the E book metadata working group and our speakers will be Alister Morrison of Johns Hopkins University and Ravi David of the Nettie Lagace Scholars Portal at the University of Toronto and I'm going to be share I've sharing my screen so hope that Allister nervy. You can see this and you'll just tell me when to hit the Go button so Alistair Morrison Thank you.
Ravit David So hi, everyone. Ravit David Glad to be here today, especially because our long standing graph is out for comments and public review. Ravit David The proposal for this project was approved by an ISO content and Collection Management topic community committee story may 2016 Ravit David And approved by nicer voting members in July 2016 and then the goal began to work in early 2017 so quite a journey.
Ravit David And during the two and a half years, which we worked before the writing process started, how to how to come up with the metadata practice that will provide an answer to some of the hardest challenges with which the supply chain struggles constantly Ravit David At the same time, and something that will be easy to implement by everyone. We're also conscious of the fact that ebooks are still evolving as a technology as an artifact.
Ravit David And we lost and and most likely will continue to evolve as as workflow and data exchange are becoming even more automated and last, and so today we want to talk a little bit on what the draft includes and how to Ravit David Provide us comments that could help us improve it even more before the final draft and and make it even more relevant for our communities. Ravit David Next slide please.
Ravit David So the working group encompasses all agencies that exchange metadata related to ebooks. We wanted to examine all phases in the life cycle of the book titles from its pre publication stage to it statuses and archive or for preservation purposes. Ravit David To cover all phases. The working group was comprised of representatives from evil publishers aggregators vendors joggers distributors librarians digital digital preservation specialist and other involved in the management and transmission ebook met with Ravit David That with the limitation of not including outdoors editors researchers and readers are but we relied on the knowledge and the variety of Ravit David Representatives that that we have to represent the interests of of these most important users.
Ravit David We also Ravit David Aware that the library practice considered in this recommended Ravit David Practice unfortunately limited to the English speaking Anglo American point of view, but we hope others can can benefit from this as well. Next slide please. Ravit David So what type of a book environment we encountered when when we started and what we see now. So from the, from the get go. We learned it, although there are common operations or ebooks that we all familiar with.
Ravit David Elements that libraries care about are often different than elements that publishers or vendors care about Ravit David So one of the sections that we wanted to include in the draft is a list of use cases for each group of stakeholders and for each element, we wanted to discuss Ravit David And I'm going to show you an example. Later on, we also wanted to start a discussion on metadata for ebooks with a clear understanding of the conceptual framework for ebooks. Ravit David For our purposes, the essential distinction were made in the functional requirements for bibliographic records the former model.
Ravit David That was introduced by a fly in 1998 and we also looked at the library ref reference model. The LR n which is not out yet, but we included all of that in the introduction to the practice. Ravit David Sort of to frame the work Next slide please.
Alistair Morrison Part of the, one of the first discoveries that we sort of had to come to terms with with stuff the supply chain isn't really a chain. It's more of a network. Alistair Morrison There's, it's not a linear progression of meditator and there's some a lot of different players in that network publishers Mark record providers. Alistair Morrison Libraries jobbers who provide libraries with content meditate enrichment services content aggregators and then like cataloging needs had libraries and unique catalogs.
Alistair Morrison Present preservation organizations. Alistair Morrison And retailers. Alistair Morrison And other services such as knowledge bases for linking and for Alistair Morrison For other library purposes. So next, please. Alistair Morrison So having to come to terms with that. Alistair Morrison We looked at, we try to identify some of the things that are common across all those different stakeholders and the things that we all agreed were important, and Alistair Morrison Cons of operations that we had to do a lot of it had to do a lot of the things that were really important really common. We're about identifying the same book, which is why Alistair Morrison We had to deal with further issues that are springing up. Thank you. Appreciate degree what a book is to talk about what the same book is in the title list or Alistair Morrison In holdings records. So a lot of it. A lot of the tasks that nobody has to do Alistair Morrison Have our around identifying the same book or matching up list title. This is like that and also to distinguishing then he gets for the last bullet is really the more advanced kind of distinguishing Alistair Morrison Similar similar books that are sort of related to each other for maybe not the same. There may be different additions or different versions next Alistair Morrison The challenges included Alistair Morrison These common problems that most of us have experienced in our, our different organizations.
Alistair Morrison First one is that valid is necessarily true which the something can conform well to a meditative standard Alistair Morrison Information in that's contained in the record may not actually be accurate. So you can't just validate the record and be happy to. Everything's fine. You have to push a little bit harder to make sure the information is actually true not just well formed Alistair Morrison The different stakeholders came together and we found out that we came from a different perspective. Send that often we dealt with a books at different part of their life cycle, you know, for instance, publishers and Alistair Morrison retailers are often very focused on the beginning of lights, beginning of the book when it's can be published and come out and get the most attention focused on whereas libraries are into, you know, long term.
Alistair Morrison Stewardship of the content and the preservation agencies even more long you know even longer. Alistair Morrison Timeline so Alistair Morrison Not presently that there were concepts that had different language needs different stakeholders and different significance for them, just Alistair Morrison Off the top of the onyx standards would just use by publishers and retailers has a very, very elaborate set of dates that are around when most will be published. When can I start selling it is an embargo.
Alistair Morrison It's not something really libraries or preservation agencies care about too much. They have other needs predates but really focused on that, you know, sale date kind of focus. Alistair Morrison And then number three is sort of what I talked about already that the different purposes of metadata. Alistair Morrison Affect the part, the things that people are focused on and trying to get accurate and those can change over the lifecycle of the book. Alistair Morrison The most probably the biggest challenge. They're the most obvious challenge there is the front list or there's a big need and the part of the publishers and retailers and the purchasers of books to have curly information about Alistair Morrison Title lists that are forthcoming from a publisher, but it's impossible for the publisher to have the metadata completely accurate.
Alistair Morrison A year before the book is published. So there's this conflict of interest that Alistair Morrison Consumers down the chain. Want to have perfect metadata year before the books out but the publisher. The publisher once they have it but the publisher doesn't actually know that the books really going to come out or that the editor is not going to change that sort of thing. Alistair Morrison Texas. Alistair Morrison So these are the existing standards we the recommended practice is not a competitor to mark or onyx hurt. It's, it's Alistair Morrison A it's a practice this practice tries to address how to use existing standards and work together, you know, what are the things we all agree on.
Alistair Morrison Where are the places that we really need to communicate and you'll see more of that as ridiculous and examples. So these are some of the some of the work that we looked at, it's already been done and it was a guide. Alistair Morrison To to us. And I won't go through them all, but there's, you know, that sort of usual suspects. There is G. Alistair Morrison And the onyx standard Alistair Morrison And then down below. You see this sort of more library typical graphic standards and then the conceptual frameworks. Alistair Morrison And there's interesting. There's a bit of a disconnect in our group from the pub standard itself. So that was kind of interesting learning moment.
Alistair Morrison That's often the pub standard is often seen as more of a Alistair Morrison Computer technical standard and not really a bibliographic standard, but in fact it's bibliographic meditator Alistair Morrison recommendations in the Eco standard that should be reconciled to other other ones. Alistair Morrison Next slides for review. Think. Yep. Ravit David Okay, so Ravit David This is the structure of the recommended practice. Basically, and it includes we decided to focus on five bibliographic elements and he found or Jill O'Neill Maybe I'm sorry to interrupt you, but I could I ask you to just move a little bit closer to your microphone, please.
Ravit David Okay, is this better. Jill O'Neill Yes, I think so. Okay. Ravit David So we decided to focus on five elements that the members of the group were convinced are the most crucial for everyone to communicate better and to maintain the consistency when when we discussed metadata for ebooks. So we focused on titles names, dates book identifiers and subject. Ravit David For each element, we wanted to start with a definition we use several resources, but the main resource for the definition was the Library of Congress.
Ravit David We created some general recommendations. He was K cases and then specific recommendations for each element. And we also created some examples. Ravit David So for general recommendation for instance if we talked about titles. We said something like, it is and recommended to put in the subtitle anything that Ravit David Relates to promotion of the title, such as second edition is now available, things like that. So this is a general recommendation that is not Ravit David Any not specific to any metadata standards or any way we wanted to be the title. They a specific recommendation were very specific up to a point down to the level of Ravit David What what ISO standards we want to use when we specifying the value for say publication date. So this is how we wanted Ravit David Sort of the, the recommendation to go from from a very broad understanding of what's going on that, that we could see from examples that that we came across Ravit David To what we thought should be in the future. The way to communicate specific values, all the way to how to put them down in what order and in what format.
Ravit David Next, please. Ravit David So with use cases, we wanted to represent everyone's use cases for when Ravit David When, when we're dealing with, with ebook titles, so probably shares like variance preservation agencies library service providers retailers and readers. Ravit David We actually worked in subgroup for this part of the project, letting the representatives of each stakeholder group to lead the discussion and identify the most common use cases for each element we we discussed Ravit David For the librarians, for instance, we have need a name authority to distinguish contributors with similar names.
Ravit David This is a. As you can see, this is particularly problem for cooperate name so. So that was something that was raised by library community. Ravit David For retailers. We have something like we have, for instance, want to promote titles, based on your outers, especially for popular outwards. So this is an example of a table, we have for a names, but we have a table like that for each of the elements and Ravit David We try to list all the use cases that were significant for this element. This is apart from readers, where we all share it. Of course, the knowledge and experience and try to represent our reader community.
Ravit David To the best of our ability. Ravit David And Next please. Ravit David This is, this is an example of table where we put some examples for names. Ravit David We wanted to cover what is currently being used and what is available for anyone who's working with ebooks. So we had our experts in each metadata standard putting together examples for every element we were discussing and review it.
Ravit David So, so it's it's well represented. So we know onyx is being used wiling sales and distribution of eBooks. So we wanted to, to put an example for onyx Ravit David We know Mark records are still the most common standards in academic institutions, we could put it in a binary and XML format and we added example from the Ravit David Book interchange tags sweet since contains an XML model that is based on the journal article tag sweet jets, which is we know is also an ISO standard Ravit David But we also know it's widely used in the journal supply chain. And in case you don't know, beats is managed by the National Center for Ravit David Biotechnology Information at the US National Library of Medicine. The intent of the beats to provide a common format in which publishers and archives can exchange book content, including both parts such as chapters.
Ravit David So other than propriety XML schemas that are available as metadata for ebooks, which is basically starting to be the. Probably. Probably the most common model for professional and scholarly books in the same way that jets became extremely, extremely popular standard Ravit David Back to you, Mr. Alistair Morrison Yeah. Next, please. Yeah.
Alistair Morrison So it's a couple highlights. Oh, one thing that's sort of interesting as the strength of the print model that still has for ebooks mean ebooks, you can pretty much do anything you want with any work. Alistair Morrison But we don't. And really, a lot of the limits around the kinds of issues that we do within our committed practice to people, the stakeholders and supply chain don't really know what to do with it. If it doesn't act like a print Park. So one instance. So we have here is what happens if Alistair Morrison The text changes and publishers might want to make small improvements to an E book and you can't read the fine print here, but there's like been a correction in the text lower down.
Alistair Morrison So is there a good way of communicating that it's a new a new version of the text, but really a new edition of the text. Alistair Morrison You don't Alistair Morrison And, you know, to try to distribute the new version to all the people who purchase the old version, those sorts of things. Alistair Morrison It's really challenging if this kind of goes back to the further questions that we have the beginning so like this is Encyclopedia Britannica Online a book.
Alistair Morrison We all sort of think through our hands. Is it. No, it's a database. We can't really think of it as a book anymore. It's a database, but Alistair Morrison It's, it's really an E book. I mean, if you think about it hard. It's still a, you know, Alistair Morrison It's still the same kind of thing. It was when it was you know 30 volumes on your shelf, but now it updates all the time, and it doesn't really have a linear Alistair Morrison Layout anymore, but it's still an E book isn't it and calling it a database was probably the most practical and wise thing to do at the time, but Alistair Morrison I think it's a good edge case to think about, you know, if an E book was fully dynamic and took advantage of all the things that you can do with electronic formats. It would be like a database.
Alistair Morrison So that kind of messes up our whole purchasing and preservation model doesn't it anyway. Alistair Morrison So these are just want to highlight that we don't solve their problem. But that's the kind of thing that we're going to need to address with all the stakeholders in the years to calm his ebook start to live up to their full potential. Next. Alistair Morrison And then sort of along the same lines, repeat, I just kind of like this. This is sort of, you know, February hell. Alistair Morrison How do you assign an ISP and is something that could appear in all these different formats or my change or now might be. And one of these potential Alistair Morrison Future formats that are that are coming out so Alistair Morrison That's really it. So you put anything on average already wrap up here.
Ravit David Right, so Ravit David So this is it pretty much Ravit David To bring to bring a presentation to an end. We would like to thank Members of the working group for their amazing dedication and teamwork into Ravit David It was a great pleasure to work with everyone and really fruitful discussions and collaborations and we invite you to review the draft and send us your comments, so we can improve it before the final version and hear from you. What we missed out Ravit David What needs to be added. Anything you can think of that would make make it a better practice for community. So thank you.
Nettie Lagace Great, thank you. allaster and reveal. I'm going to stop sharing and now that I'm not sharing. I have a time check to see and I think we're running behind. I'm going to, I'm going to nab Todd for being the starter offer on the going over time, but Nettie Lagace We've got 15 minutes left in today's talk, and three more presentations. I'm Andre and Noah, can you Nettie Lagace Speak at twice the twice the speed Andrée Rathemacher I've already practice this super fast. It's Awesome.
Andrée Rathemacher I guarantee you might happen. Five minutes. Nettie Lagace Okay, so let me just find the Nettie Lagace Shoot. Here it is. Got it. Yeah, I'm gonna go back. Oops. Nettie Lagace Huh, why is this not you can see my slides right. Why is it. Yeah. Andrée Rathemacher We can see Jill O'Neill You can see your slides. Andrée Rathemacher Yeah, scroll, scroll, instead of clicking it looks like yours. Jill O'Neill You know, yeah. Nettie Lagace Okay, so Jill O'Neill Don't get Nettie Lagace This right Andrée Rathemacher You can start there. That's fine.
Nettie Lagace Okay, thanks. Andrée Rathemacher OK, so the title side just says I'm Andre radmacher from the University of Rhode Island. Andrée Rathemacher cave art standing committee co chair and I'm here today with Noah Levin. Andrée Rathemacher Who's the other co chair and I don't have a slide with all our members, I forgot that. But it turns out there's no time to that. Anyway, but Andrée Rathemacher Definitely want to echo that were hard working team with representation from content providers knowledge base suppliers and librarians. So what we're talking about today is just a brief overview of our efforts with k bar phase three, could you go back a slide that Nettie Lagace Yeah. Sorry, I'm using my map my trackpad for this scrolling and it's it's wasn't Andrée Rathemacher Really game work. Yeah, that's good. We began work in March, we have eight work items as part of a Phase three update for k Bart, we're, what we're doing is working on a couple at a time and we expect the whole thing to take 17 months possibly more with the CO been delays. Next slide please.
Andrée Rathemacher So what we're going to do is real briefly go through the different work items in the slides are way longer than then I'll say Nettie Lagace We're hosting them. So you'll Andrée Rathemacher Yeah. Andrée Rathemacher People will see them. So the first work item for a Kmart phase three is to clarify the current recommendations we imagine that many things from the current Kmart will come right over from Kmart phase two to Kmart phase three Andrée Rathemacher But over the years we've had questions are certain things that could be clearer. So we're just going through the current recommendation with a fine tooth comb clarifying things Andrée Rathemacher Definitely making more examples. And so we're hard at work at that now and then a part of this is also included and a couple things that weren't addressed.
Andrée Rathemacher Fully enough like what do you do when an item is withdrawn and some libraries still have access and other ones don't. So that's clarifying current recommendations. Next slide please. Andrée Rathemacher We're also going to look at the endorsement process right now k bar endorses content providers as being Kmart compliant. Andrée Rathemacher But we only have either compliant or non compliant and we're thinking if we have tears. For example, we would be able to say, hey, this cave art. Andrée Rathemacher This content providers like 100% compliant gold star standard and be able to recognize that will not discouraging maybe content providers who can't be 100% compliant from getting endorsed. They just might be at a lower tier. So we're going to look at that as well. Next slide.
Andrée Rathemacher One of the main things that kind of spurred us on to needing a Phase three for k bar is that there's really been an explosion of additional content types. Andrée Rathemacher Kmart right now only handles cereals and monographs but we've seen more audio and video and images in terms of non textual content. Andrée Rathemacher And also textual things like manuscripts and data sets that don't fit within the current framework. So we're going to figure out how to have get these things included in cave art files so that cave art can stay relevant in this new atmosphere. Next slide.
Andrée Rathemacher Also part of work item three is global content k bar phase two handles global content just fine. There's no Andrée Rathemacher Nothing that it doesn't handle, but we could do better. And we want to be able to do better. So we're going to look at things like should we have a field that says what language the content is in Andrée Rathemacher Or some indication, for example, that a title, maybe was transliterated some languages where we have editor and author fields have very common surnames, maybe we should expand the name field to include first name as as well. Those are some things we're thinking about. Next slide please.
Andrée Rathemacher The Kmart recommend and practice basically says the content providers for every package or offering that you offer every, you know, whether it's different places in the world or Andrée Rathemacher Different subsets by topic we want a separate Kmart file for that content that's great that makes Kmart work well. Andrée Rathemacher But it also makes lots and lots of Kmart files which can get confusing. So in Phase three we're going to look at a file guide, maybe something with a manifest that says Andrée Rathemacher Here's the file name. Here's the package, the fat corresponds to. Here's the abbreviation that we use for that package. Here's how many records are in that cave art file and maybe also here's what's changed since the last time the file was updated. Next slide please.
Andrée Rathemacher And as we looked around, we noticed that many of the model licenses that are out there. Andrée Rathemacher Do contain references to k bar which is great, but we've never suggested any model licensed language ourselves so we wanted to do that as well and put that in cave art. Andrée Rathemacher Phase three and also bring in cable automation, which did include model license language. So by offering suggested language which is optional. Of course, we hope that people will put that in their licenses and also that will help increase the uptake of k bar next slide on to Noah.
Noah Levin And thanks, Andre. So I'm going to go over a couple of our kind of trickier items and my trickier. Just need things like really we as a group want to think about as part of phase three Noah Levin So these are things that we're not necessarily going to come up with the solutions for as part of phase three so much as Noah Levin Recommendations moving forward as to how to approach these items. So the first is alternative formats. Um, so with the alternative formats. Um, we want to look at. So traditionally cave art looked at Noah Levin Only text, tap the limited files. A lot of that had to do with readability. But we also want to look at some alternative formats such as XML and Noah Levin JSON. And one of the things we really want to do with this is we're looking at what are the needs and what are the issues and kind of published those specific results. So that way we have kind of a bit of a roadmap moving forward. The next slide.
Noah Levin So the reasons for it. One of the major things is looking at things like multiple data elements and things like that. So a book. For example, you know, you might have a listing in the k bar by actually Noah Levin The, the, you might have alternate need for alternate ISP ends, such as paperbacks and hardcovers and then you need to also look at title histories cape. Our automation itself also you might start getting kind of more granular Noah Levin Style data and really one of the major things is also looking at text. It can be a you end up with huge huge files, whereas XML and things like that are really made for this stuff.
Noah Levin The downside of course is looking at the KP systems and trying to figure out if they need to. Noah Levin revamp to ingest these things. So you don't want to ask them to do unnecessary development work. Noah Levin And the other part is human readability also worth noting. If we're looking into alternative formats where know stage saying please replace your old texts. Noah Levin Tap the limited and no longer use that this would be just, kind of, in addition to the text have to limit is not going anywhere, could have the next slide.
Noah Levin So, Noah Levin Next one is article and chapter level data. Um, so of course cave art has been Noah Levin Title level to date. Um, and there. And that works really well, but there are some issues that that causes a one of the major part is new business models. Some publishers Noah Levin I can think of it started to move towards selling content on that kind of chapter and article level which title level cake artist doesn't support.
Noah Levin The other part is of course then users have access and to just specific titles and chapters, not necessarily the whole content and the final issue that comes up is, with hybrid open access, so some of it is paid. Some of it is free. Noah Levin And there's no way right now to indicate that so right now because it's title level, you really have to quickly say okay, unless it's like 100% free just say this is paid. Noah Levin Of the current results if you send out k bar right now saying a customer has access to specific articles or chapters and not the full content. What happens is is that you're reporting incorrect.
Noah Levin Information in the cave art so it'll actually show like okay they have access to this entire journal range. Noah Levin Um, but actually they don't. They only have certain certain articles that can also cause issues with access when the knowledge base beats up to the discovery layer, saying, hey, they have access to all of this. And actually, they don't. And it gives a false false hits Noah Levin We cannot have the next slide. Noah Levin So what we're looking at, again, is a roadmap. Um, so we're not going to be putting together necessarily the recommendation of how this would work.
Noah Levin So much is what would the next steps be also what other groups might need to be a part of those conversations and really kind of map out that roadmap, so that way. There's a nice foundation for next steps. And if I can have the next slide. Noah Levin So the other thing that we're looking at is our mission statement. So in the past, there really hasn't been Noah Levin Um, I think in phase two, there wasn't specifically a mission statement if you really go back to the beginnings of k bar 10 years ago. It talks a lot about moving URL linking Noah Levin As the main purpose. And the truth is, is that Cape arts been very successful. So as a side result has been used for more things than it was originally imagined back in 2010. Um, so what we really want to look at is kind of how that has its usage has been expanded, I can have the next slide.
Noah Levin I can get the next slide please. Nettie Lagace I'm sorry I Noah Levin Know there's actually one slide back though. Nettie Lagace Yeah, that Nettie Lagace will support you, that right Nettie Lagace Yep. Okay. Noah Levin So, uh, so what we're looking at is especially things like, excuse me, incorporating say the usage of Cape our automation. So that's now kind of very holding specific you also have Noah Levin You know libraries are also looking a lot in terms of holdings data and trying to figure out what it is that they purchased. The truth is, is publishers use that to to try and see what it is that we're offering. You'd be surprised how often Noah Levin Publishers are actually looking at the packages to see what is in those specific type of list. Um, so, you know, and at the same time I Noah Levin Libraries apprentice and er MC. There's really kind of an expanded usage and a lot of that is just because of how successful that says if I can get the next slide.
Noah Levin So for next steps with phase three, so as Andre said originally supposed to be 17 months of course we coated. We've got a little bit Noah Levin Will probably be going longer than that. But there's different ways. If you want to hear more. Be sure to sign up to our Noah Levin Interest mailing list, you can always contact us via email. We also have a survey. If you'd like to take part of that terms of what you're interested in. And then finally, of course, when we do post phase three, the traffic will be up for public comments, please do.
Great. Nettie Lagace Thank you know and Andre, thank you for this update on K Bart. So we still have two presentations to go. However, what we decided was that Jason GRIFFEY who would be speaking on seamless access has agreed to make a little video of his presentation. Nettie Lagace Soon today and will upload that asap today so that you can see Jason's talk Nettie Lagace A little later today. And that gives us our last presentation, which is Rachel Kessler have progressed, who will be talking about the open discovery initiative and Rachel. I've got your slides here.
Rachel Kessler unmute myself. Nettie Lagace They seem to have disappeared. So when so Rachel Kessler Awesome. I'm going to try to fly pretty quickly. Anyway, after people have places to be. Nettie Lagace Okay, so skip Along Nettie Lagace I think I'm sharing PowerPoint. And I'm going to just switch the you see open differentiated. Okay, great. Rachel Kessler Think we're good. Good. Rachel Kessler Okay. Hi, everyone. I'm Rachel Kessler, I'm a product manager at Pro quest and I am coach her along with Laura Morse of Harvard for the nice so ODI standing committee.
Rachel Kessler And I purposely deleted my slide that has everyone else in it, not because they're important, but just because I actually had a lot to cover. But I'm going to cover even less than I intended Rachel Kessler Next slide please. Nettie Lagace For it's my screen keeps changing. But next slide. Yes. All right. Okay. Rachel Kessler For those of you who haven't heard about the open discovery initiative before. And I'm going to speak quickly. Um, it's basically all about transparency. Rachel Kessler Making sure everyone is playing fairly within the discovery ecosystem. So that patrons can have the best possible user experiences and all of the various stakeholders can make responsible decisions because there's Rachel Kessler A weakness. I think within the discovery ecosystem and basically our remit is really broad it's anything having to do with discovery central indexes in general. I'm exciting for us. We and most important thing to note is we released a new a new recommended practice this week.
Rachel Kessler Oh yeah, I have Nettie Lagace Already if that's okay. Rachel Kessler No worries, we released a revised recommended practices. Our second one this week. Rachel Kessler So I wouldn't suggest all everyone go and take a look at it. We're quite excited about it. Rachel Kessler I was going to tell you all about why participating with our group is great, but I'm probably going to skip that and just let you know that you know there's something in it for everyone or something. Rachel Kessler It's important for libraries to participate. There's actually a new performance statement for libraries. So something for libraries to look into if you didn't think this was something that needed to be reviewing. Um. Next slide please.
Nettie Lagace Yeah I my mouth has I've lost my mouse. Hang on, I'm going to Nettie Lagace Yeah, my mouse is not Tom Jill O'Neill Petty. Give me a minute, I can pull them up. Nettie Lagace Yeah, thanks. Nettie Lagace I can't even stop sharing. Sorry. Jill O'Neill Okay, one minute. Jill O'Neill Pew could vamp Jill O'Neill Oh, Nettie Lagace There it goes. So let me try that again.
Rachel Kessler Okay, I might keep talking. In the meantime, yeah. Rachel Kessler Just a time if that's all right. Yeah. Nettie Lagace Try that. Now, Nettie Lagace No, it's it's going and keep just keep talking. Okay. Rachel Kessler Um content providers also should be participating. There have been some changes for them as well. If you're familiar with the old block the same thing for Rachel Kessler Discovery providers. So what I really wanted to talk about today. And again, apologies for going quickly as highlighting some of the changes that we made from the previous Rachel Kessler Recommended Practice. Um, I think I'm again going to skip a lot of them, but I'll highlight the, the biggest ones. One is Rachel Kessler That one of the focuses of this particular revision was the needs of abstracting and Rachel Kessler They have by and by and large, not participated very much in discovery. So what can Discovery Service providers do to encourage more participation and make them feel like their business models aren't being compromised.
Rachel Kessler So we, a lot of the changes they will see is really supposed to be. I'm on slide five. Um, if you can room. Nettie Lagace I can't move it. Rachel Kessler All good. So Jill O'Neill Admin if Nettie Lagace It chill can share that would Jill O'Neill Come in, as fast as I can. Nettie Lagace Okay. That's all right. Sherry. Rachel Kessler For me, yeah. Um, so one of the things that we, aside from, you know, throughout the recommendation. There are various items that we changed. Rachel Kessler Or updated with this topic in mind, but we also in the section where we talk about abstract and indexing resources changed how we speak about them instead of them having this sort of being a sort of separate stakeholder group.
Rachel Kessler That may or may not have had to participate in discovery we change the language to Rachel Kessler Basically acknowledge the fact that their business model differs from other content providers, but to not act, but they're still basically part of the content provider group. They don't have any sort of Rachel Kessler exemption from participation, we change some things with I'm on Slide five Now Joe we change things around. Rachel Kessler The metadata elements, a little bit just admit them a little bit on the most significant thing was that we added two new elements for what content providers should be giving to discovery services and those are author identifiers and language.
Rachel Kessler Aside from that, these two are not tremendously huge other that we want to make sure the open URL standard is continues to be supported that it's not Rachel Kessler Blinking going forward and Discovery Service. Oh, you're sorry you're still not on the Jill O'Neill Right. Which side is that Rachel Kessler What's that I'm on seven now. Rachel Kessler Oh, okay. Your changes to the ODI RP Rachel Kessler They're all called major changes to dr piece that's not helpful to give a name and Discovery Service content.
Rachel Kessler Listings is kind of a big one. We created more detailed specifications and it's to content listings. Now what the collection level. And one of the title level and has more metadata elements that need Rachel Kessler You provided like percentage of content with subject headings and abstracts so that Rachel Kessler So that libraries can really have a better understanding of what content is actually in their Discovery Service, and it also helps content providers as well make sure that their content is getting indexed. Once they provide it.
Rachel Kessler Again, more about the open URL standard and making sure that it's supported. And then we're also trying to align ourselves up with counter in terms of usage reports for discovery services. Rachel Kessler And they created a report, I think encounter for but it doesn't, it's not part of the required counter Rachel Kessler Reports. It's sort of a recommended report. So we've taken that on board is our recommended standard, but we're going to continue to work with counter to make sure it's fulfilling everybody's needs.
Rachel Kessler And treatment of open access content so Discovery Service Providers should use the access and license indicators standard, which is a standard that already exists. We don't want to reinvent the wheel here. But it's not just about free to read tags, but also Rachel Kessler About licensing terms of making sure people know the terms. Rachel Kessler Each writer authentication. This is something that we basically codify but everyone's doing it anyway. Rachel Kessler Just about our authentication mechanisms on Discovery services so that, and that was to encourage and I providers to to present to participate, so that they don't feel like their content is being given away.
Rachel Kessler Alternative coverage lists out to go into too much detail, but when Rachel Kessler When Is it Rachel Kessler Sorry distracted. If a Discovery Service. Rachel Kessler claims to have content. Rachel Kessler From not directly from a particular content provider for a database, but instead takes other records provided to them from other content providers and says, hey, we have this database basically Rachel Kessler They should make sure to state that it's not actually provided directly from that content provider that it's not going to be identical records as they would get if they said Rachel Kessler They were looking at, you know, the records from that conference fighter and that the coverage might even be slightly different in terms of dates and things like that.
Rachel Kessler Record display some rules around merged and Rachel Kessler With records, making sure that records if they want to come out and being able to display the source of provider so that Rachel Kessler Any content provider is getting the acknowledgement that they deserve, for having contributed to the Discovery Service. And same thing with the same idea with a backlink and make sure that the Rachel Kessler Original record on the Windows platform, if they so choose ranking algorithm disclosure really high level.
Rachel Kessler Just wanna know the very fundamentals. I think, again, most discovery services are already doing this but, which is why we felt like it was okay to make this public but nothing that would you know nothing. That's the secret sauce. Rachel Kessler And use of content provider metadata. Not a big deal, the content provider has to give you all those metadata elements, please try to use them as much as possible. So they're not wasting their time. Rachel Kessler And that everyone can have the best experience possible and support tools which everyone, most people probably already have just ensure there's clean, clear lines of communication.
Rachel Kessler Are reporting issues. The most important one of the most important things is that we have a brand new section, which I alluded to earlier on best practices for libraries and they now have their own conformance checklist. It's Rachel Kessler Too. It's basically around system maintenance advocacy with content providers and vendors training and communication really just stuff to make sure that you're also on top of things and giving patrons, the best Rachel Kessler The best experience possible. And also working with the content providers and discovery service providers.
Rachel Kessler You know, just to make everyone you know there's there's trends we feel that there could be more communication there. Also, it's not just the content providers and discovery services that need to be more transparent. Rachel Kessler So obviously we've updated all of our conformance checklists and they're linking which we discussed before, is no longer out of the scope of the recommended practice. Rachel Kessler So in terms of upcoming work we sort of are all just kind of breathing out right now, but we've already had a meeting picked it up again we're promoting a recommended practice and really our next items are for the Rachel Kessler Short term, I'd say around promotion and education and, you know, Rachel Kessler Not so much thinking about the next recommended practice quite yet. So that's it. And thank you guys for ever. For whoever is still around for for sticking around and letting me speak.
Nettie Lagace Thank you, Rachel, and congratulations on the Nettie Lagace Publication of the recommended practice that is Nettie Lagace A really great milestone and thanks everyone for for joining us. We i mean i for Q AMP a Nettie Lagace Please do feel if you've got questions, you could send them an email to n is oh hq@nasa.org Nettie Lagace We welcome questions and I can forward them to the panelists and they can respond and we'll post it on the event website, which is the a few questions came in during the the chat today and we will post those on the web page.
Nettie Lagace Along with the slides with Jason's seamless access presentation that he is going to make a video of pronto. You'll see that Nettie Lagace On this event page and we want to really thank everyone for joining us today and thank all of the presenters for all of their hard work and describing all of this. You can see there is a lot going on at night. So, and Nettie Lagace It's hard to pack it into a Nettie Lagace Presentation. So thanks everybody. And I hope everyone has a very good weekend.
Nettie Lagace If you have any final words. Todd Carpenter I don't have any well, apart from again I want to thank all of you for joining us. I want to thank all of you all of the speakers as well as all of our volunteers. I'm sure it's Todd Carpenter You know 75 people on the line today. So I'm sure there are volunteers amongst you. Todd Carpenter Thank you for engaging in nice so spending your time working on community efforts. This is really important to all of us and with that as as an Eddie said, Todd Carpenter Please, have a great weekend. Please be safe and we look forward to continuing on working with all of you into the future.
Todd Carpenter Thanks, everyone. Bye bye.

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