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Ringgold Webinar Series: Session 3 February 12, 2014 Slide 2 Todays Agenda The changing landscape of discovery and collection development & why it matters Discovery platforms and discovery layers Current industry initiatives surrounding publication metadata Strategies, tactics and potential pitfalls Ringgold's ProtoView service using data to power discovery Slide 3 Slide 4 What do we need to describe? People Authors Members Editors & other contributors Customers / subscribers Publications Books & ebooks Journals Articles Chapters Places Customers/Suppliers Universities/libraries Publishers / Agents Funders Slide 5 What do we need to describe? People Authors Members Editors & other contributors Customers / subscribers Publications Books & ebooks Journals Articles Chapters Places Customers/Suppliers Universities/libraries Publishers / Agents Funders Slide 6 Warning: Lack of high quality information reduces the likelihood of content to be discovered. Slide 7 Content is King? Metadata is the real ruler of the realm Good quality data is the foundation of effective promotion Using narrative descriptions of content has always been important, but is having a greater impact than ever Slide 8 Lifecycle of Metadata Slide 9 Card Catalogs Holdings Print Online OPACs Partner holdings ILL Limited online access Consortia Improved online access Web search Non-linear lending Knowledge bases Remote patron access Online journals, books, databases WSDS Just in time Demand Driven Acquisition Instant gratification Metrics Supply chain increasingly complex. Evolution of Search & Discovery Slide 10 Many terms tossed around Federated search, Metasearch, NextGen catalogs, discovery layers --- and now Web Scale Discovery Service An improved search experience has always been the motivation behind innovation The latest generation of tools are something different. Slide 11 A Definition of Web Scale Discovery A pre-harvested central index coupled with a richly featured discovery layer providing a single search across a librarys local, open access, and subscription collections. Slide 12 The Black Box The people who know how these systems work arent telling Slide 13 Next Generation Discovery Platforms Slide 14 Not Just Another Search PDA/DDA are purchasing models that were ahead of technologys ability to properly accommodate. The acquisition systems developed in conjunction with WSD represent a logical progression of capabilities Patron-driven acquisition, or PDA, is not new, but it is on the rise. Approximately 400 to 600 libraries worldwide have switched to a patron-driven system for purchasing new works, and that number is likely to double over the next year Slide 15 The Basics (More Is Better) Title Author Format ISBN Subject categories Imprint Link to publishers dedicated page Publication Date Price Slide 16 Data = Sales Titles that meet the BIC Basic standard see average sales 98% higher than those that dont meet the standard Records with complete BIC Basic data but no image have average salesof 473% [higher] in comparison to those records which have neither the complete BIC Basic data elements or an image. The difference in average sales between records whichdont have enhanced metadata, and records which dohave enhanced metadata elements is on average over 2,600 units, which represents an increase of almost 700% Slide 17 Portland State is no longer using subject selectors to build print collections we have moved to a pure Demand Driven Acquisitions model. Acquisitions Librarian, Portland State University We have heard similar statements from a range of libraries Slide 18 Publication Metadata & Unique Identifiers Slide 19 Content-related Identifiers ISSN, eISSN ISBN DOI LCCN ISTC ORCID ISNI Slide 20 Important Identifier Initiatives ORCID BISG International taxonomy of subjects (Thema standard) ISNI CASRAI report Consortia Advancing Standards in Research Administration Information (UK) FundRef Slide 21 Practical advice about what to do and not do with your data Slide 22 Strategy Suggestions Create the most complete metadata possible Distribute widely and efficiently Adhere to standards Uniquely describe each manifestation of a work Develop an internal policy to create uniform data across all published works Slide 23 Practical Tactics Require authors to establish an ORCID profile Create links into content, the more specific the better Develop concise descriptions of content (not jacket copy) Include as much as practical e.g. abstracts of chapters are often written by the authors themselves Apply unique identifiers to establish longevity of the metadata (e.g. ORCID, ISBN, ISSN, DOIs Ringgold ID, ISNI) Evaluate the benefits of working with outside partners to assist in metadata development, application and syndication Slide 24 Pitfalls to Avoid Non-Standardized Naming Conventions Result: Poorly associated data in the supply chain. Example 1: Inconsistent author listings, e.g. John Smith, J Smith, Smith J etc. Solution: use ORCID numbers Example 2: Lack of affiliations between authors and institutional customers. Solution: use the Ringgold or ISNI number Example 3: Inability to link author and customer data together. Solution: use the Ringgold or ISNI number Slide 25 Pitfalls to Avoid (continued) Lack of or Inadequate Subject Classifications and Keywords: Result: Poor positioning in search results & missed sales Example 1: Applying non-standard subject classifications causes a mismatch against what is expected by libraries or end-users Solution: Use standard classifications and best practices Example 2: Subjects applied without an international standard - cross-discipline keywords lacking e.g. Football in the US does not mean the same as Football in Europe. Solution: Use standard classifications + rich keywords and abstracts Slide 26 Pitfalls to Avoid (continued) Lack of clarity regarding format and versions: Result: Confusion within sales and distribution channels Example 1: Users fail to find a compatible format for the title they want Solution: Apply ISBNs correctly unique identifier for each e-edition Example 2: Citations are incorrect or inconsistent Solution: Apply version-specific pagination if appropriate Example 3: Links to content fail over time Solution: Apply DOIs to establish a persistent and reliable link Example 4: Data is not fully utilized/indexed by discovery systems Solution: Output information in industry standard formats (ONIX) Slide 27 Using Data to Power Discovery Slide 28 ProtoView Not Just Books A service that creates and disseminates publication metadata on behalf of scholarly publishers Developed from a successful model as the next generation of services to meet the needs of an evolving market Guided by industry best practices and standards Built on the Book News, Inc. foundation and its 35 years of experience in providing promotional services for publishers Slide 29 ProtoView in the supply chain Slide 30 Slide 31 ProtoView Slide 32 Slide 33 Slide 34 ProtoView bridges the gap between data and discovery Ringgold has developed the first service that combines standard identifiers and descriptive metadata (title and optional chapter abstract summaries) ProtoView is a publishers best route to establish an enhanced presence for publications within discovery and acquisition systems which are otherwise inaccessible Slide 35 ProtoView offers: Rapid, professional production of enhanced metadata for both print and e-books, journals and online content. Link to the supply chain Large scale dissemination Custom data profiles to accommodate any publisher need. Multi-channel approach to end users: Prompt delivery to discovery services Repackaged by library service companies New web interface customized for buyers of scholarly works Automatic alerts of new titles to end users of ProtoView.com Slide 36 Some of the metadata included for books About the Book Book title ProtoView Abstract Table of Contents Chapter Abstracts Publication date Series information Price Language Number of pages Alternate editions LC Class and Subjects Ringgold Subjects Keywords Webpage DOIs Supporting book information (e.g. Index, references, datasets, illustrations, etc.) About the Publisher Publisher name Publisher Ringgold ID Publisher ISNI Publisher website Imprint Imprint Ringgold ID Imprint ISNI About Authors/Editors Author and/or Editor name(s) Author(s) ORCID number Institutional affiliation and location Affiliation Ringgold ID Affiliation ISNI Slide 37 Our current licensees (selected): As a group, these leading resources are used in over 75% of US college libraries: Baker & Taylor TitleSource 3 Majors Education Solutions Content Cafe YBP GOBI Selection Database EBSCO Book Index with Reviews EBSCOhost databases Gale Cengage Gale Book Review Index Online Plus Ex Libris Primo ProQuest vLex.com Academic Research Library Canadian Business and Current Affairs ProQuest Central Research Library ProQuest Health and Medical ProQuest Humanities Module Eastern Book Company Book Lists Title Selection Database Slide 38 References and further reading: JISC commissioned CASRAI Landscape study for the Organizational ID (UK) http://repository.jisc.ac.uk/5381/1/CC549D001- 1.0_org_ID_landscape_study.pdfhttp://repository.jisc.ac.uk/5381/1/CC549D001- 1.0_org_ID_landscape_study.pdf The Ins and Outs of Evaluating Web-Scale Discovery Services by Athena Hoeppner http://www.infotoday.com/cilmag/apr12/Hoeppner-Web-Scale- Discovery-Services.shtmlhttp://www.infotoday.com/cilmag/apr12/Hoeppner-Web-Scale- Discovery-Services.shtml Stakeholders Strive to Define Standards for Web-Scale Discovery Systems By Michael Kelley on October 11, 2012 http://www.thedigitalshift.com/2012/10/discovery/coming-into-focus-web-scale-discovery-services-face-growing-need-for-best-practices/Michael Kelley http://www.thedigitalshift.com/2012/10/discovery/coming-into-focus-web-scale-discovery-services-face-growing-need-for-best-practices/ White Paper: The Link Between Metadata and Sales By Andre Breedt, Head of Publisher Account Management; David Walter, Research and Development Analyst, 2012 http://www.isbn.nielsenbook.co.uk/uploads/3971_Nielsen_Metadata_white_paper_A4(3).pdfhttp://www.isbn.nielsenbook.co.uk/uploads/3971_Nielsen_Metadata_white_paper_A4(3).pdf The BIC Basic standards for bibliographic data provision http://www.bic.org.uk/17/BIC-Basic/http://www.bic.org.uk/17/BIC-Basic/ Web-Scale Discovery in an Academic Health Sciences Library: Development and Implementation of the EBSCO Discovery Service DOI:10.1080/02763869.2013.749111JoLinda L. Thompson a*, Kathe S. Obrig a & Laura E. Abate a Medical Reference Services Quarterly Volume 32, Issue 1, 2013 http://www.tandfonline.com/doi/abs/10.1080/02763869.2013.749111JoLinda L. ThompsonKathe S. ObrigLaura E. AbateVolume 32Issue 1http://www.tandfonline.com/doi/abs/10.1080/02763869.2013.749111 Discoverability Challenges and Collaboration Opportunities within the Scholarly Communications Ecosystem: A SAGE White Paper Update by Mary M. Somerville, University of Colorado Denver;Lettie Y. Conrad, SAGE Collaborative Librarianship Vol 5, No 1 (2013)Vol 5, No 1 (2013) Affection for PDA By Steve Kolowich 2012 Inside Higher Ed http://www.insidehighered.com/news/2012/06/20/research-foresees-demand-driven-book- acquisition-replacing-librarians-discretion#ixzz2VWOAqWoUSteve Kolowichhttp://www.insidehighered.com/news/2012/06/20/research-foresees-demand-driven-book- acquisition-replacing-librarians-discretion#ixzz2VWOAqWoU Personal Identifiers: International Standard Name Identifier (ISNI) www.isni.orgwww.isni.org Open Researcher and Contributor ID (ORCID) www.orcid.orgwww.orcid.org Scopus Author ID www.elsevier.com/online-tools/scopuswww.elsevier.com/online-tools/scopus ResearcherID -http://wokinfo.com/researcheridhttp://wokinfo.com/researcherid www.ringgold.com www.protoview.com Slide 39 Upcoming Webinars Session 4: 30-Minute Workout: Quick Tips for Better Customer Data Health Wednesday February 26. 30 minutes. Visit www.ringgold.com to see full descriptions & to register. Slide 40 Jay Henry Jean Brodahl Chief Marketing OfficerPublisher Relations www.ringgold.com