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Designing a Roadmap to a
                 New Bibliographic Information
                          Ecosystem

                           Understanding a complex
                                environment
                            Todd A. Carpenter, NISO Executive Director
                           eBooks: Great Expectations for Web Standards
                                February 12, 2013 - New York, NY
Tuesday, February 12, 13
About
                     •     Non-profit industry trade association accredited by ANSI
                           with 150+ members

                     •     Mission of developing and maintaining technical standards
                           related to information, documentation, discovery and
                           distribution of published materials and media

                     •     Volunteer driven organization: 400+ spread out across
                           the world

                     •     Represent US interests to ISO TC 46 & also serve as
                           Secretariat for ISO TC46/SC9 - Identification &
                           Description

                     •     Responsible for standards like ISSN, DOI, Dublin Core
                           metadata, DAISY digital talking books, OpenURL, MARC
                           records, and ISBN (indirectly)
Tuesday, February 12, 13
The NISO Community



Tuesday, February 12, 13
32% Libraries/Library                 35 % Publishers/Publishing
                              Organizations                            Organizations

          36 LSA Members
         72 LSA Members
                (non-voting)


                                                                                  ANSI


                       ISO
                                                                                  Other SDOs
                                          33% Library Systems Suppliers,
                                        Publishing Vendors & Intermediaries




                             NISO’s Community
Tuesday, February 12, 13
NISO Internationally
                   Actively participate internationally with ISO, EDItEUR,
                   IFLA, ICSTI, International STM Association, CODATA,
                     UK Serials Group, LIBER, Standards Australia, IETF,
                                ISO Registration Authorities
Tuesday, February 12, 13
Technical Committee (TC) 46
                           Information & Documentation
                                    Subcommittees (SC):
                                 4 – Systems Interoperability
                               8 – Performance Measurement
                               9 – Identification & Description
                                 11 – Records Management

           NISO manages the Secretariat of ISO TC 46, SC 9


Tuesday, February 12, 13
If you’ve never met MARC before...


                                                                  01386cam 2200301 a
                 45000010008000000050017000080080041000250350021000669060045000879550027001320100017001590200015
                 00176040001800191043001200209050002200221082002100243110005500264245030800319260006700627300002
                 50069444000540071950000290077365000600080265000580086265000730092071000430099399100480103638568
                     5319951219150001.4881118s1989 nju               000 0 eng 9(DLC) 88029610 a7bcbccorignewd1eocipf19gy-
                       gencatlg aCIP ver. pv04 12-06-95 a 88029610 a0887389538 aDLCcDLCdDLC an-us---00aZ674.8b.N44
                   198900a021.6/5/09732192 aNational Information Standards Organization (U.S.)10aInformation retrieval service and
                     protocol :bAmerican national standard for information retrieval service definition and protocol specification for
                 library applications /capproved January 15, 1988 by American National Standards Institute ; developed by the National
                    Information Standards Organization. aNew Brunswick, N.J., U.S.A. :bTransaction Publishers,cc1989. axii, 50 p. ;c26
                       cm. 0aNational information standards series,x1041-5653 a"ANSI/NISO Z39.50-1988." 0aLibrary information
                  networksxStandardszUnited States. 0aComputer network protocolsxStandardszUnited States. 0aInformation storage
                   and retrieval systemsxStandardszUnited States.2 aAmerican National Standards Institute. bc-GenCollhZ674.8i.N44
                                                                 1989tCopy 1wBOOKS




Tuesday, February 12, 13
If you’ve never met MARC before...
     (formatted for your viewing pleasure)




Tuesday, February 12, 13
MARC Components
                          Encoding Structure
                                 Z39.2
            ISO 2709:2008 -- Format for information exchange

                     Format structure
     Anglo-American Cataloging Rules (2nd Edition) AACR2
                Resource Description & Access

                               Exchange System
                                   Z39.50
                                  SRU/SRW
Tuesday, February 12, 13
Photo: Minneapolis College
                   of Art and Design Library



Tuesday, February 12, 13
How much computer technology pre-dates this?




Tuesday, February 12, 13
Unfortunately, quite a bit...




Tuesday, February 12, 13
Why?

Tuesday, February 12, 13
We avoid improving infrastructure




Tuesday, February 12, 13
Billions and billions of records




                           Photo: dfulmer

Tuesday, February 12, 13
Massive installed base




                           Photo:from I Love Libraries
Tuesday, February 12, 13
If you were building a network today
               would you string copper everywhere?




Tuesday, February 12, 13
If you building a metadata ecosystem,
                  would you start here?

                                                                  01386cam 2200301 a
                 45000010008000000050017000080080041000250350021000669060045000879550027001320100017001590200015
                 00176040001800191043001200209050002200221082002100243110005500264245030800319260006700627300002
                 50069444000540071950000290077365000600080265000580086265000730092071000430099399100480103638568
                     5319951219150001.4881118s1989 nju               000 0 eng 9(DLC) 88029610 a7bcbccorignewd1eocipf19gy-
                       gencatlg aCIP ver. pv04 12-06-95 a 88029610 a0887389538 aDLCcDLCdDLC an-us---00aZ674.8b.N44
                   198900a021.6/5/09732192 aNational Information Standards Organization (U.S.)10aInformation retrieval service and
                     protocol :bAmerican national standard for information retrieval service definition and protocol specification for
                 library applications /capproved January 15, 1988 by American National Standards Institute ; developed by the National
                    Information Standards Organization. aNew Brunswick, N.J., U.S.A. :bTransaction Publishers,cc1989. axii, 50 p. ;c26
                       cm. 0aNational information standards series,x1041-5653 a"ANSI/NISO Z39.50-1988." 0aLibrary information
                  networksxStandardszUnited States. 0aComputer network protocolsxStandardszUnited States. 0aInformation storage
                   and retrieval systemsxStandardszUnited States.2 aAmerican National Standards Institute. bc-GenCollhZ674.8i.N44
                                                                 1989tCopy 1wBOOKS




Tuesday, February 12, 13
“MARC Must Die!”
                             -Roy Tennant (2002)




Tuesday, February 12, 13
Tuesday, February 12, 13
Tuesday, February 12, 13
Movement toward
                              linked data
                            datahub.io - 5107 data stores
                                      id.loc.gov
                                         VIAF
                         OCLC WorldCat Linked Data Store
                       W3C Library Linked Data Incubator Group




Tuesday, February 12, 13
Organizations will not move away from a legacy system
   unless the new system:

   a) Is demonstrably cheaper
   b) Is demonstrably more effective in producing results
   (discovery, use, etc.)
   c) Will make the organization demonstrably more
   efficient (staff, management, sales, etc.)
   OR
   d) The legacy system becomes entirely
   non-interoperable with other, more important systems
   OR
   e) The legacy system breaks and cannot be repaired


Tuesday, February 12, 13
Can we say a new
             metadata management system
             will be/do one of those things?



Tuesday, February 12, 13
NISO’s Bibliographic
                            Roadmap Initiative


Tuesday, February 12, 13
Initiative coordination
                         Gap identification
                         Economic analysis
                       Engage diverse players
                            Open process

Tuesday, February 12, 13
Defining what you are by
                  what you are not

            Not desinging a spec
          Not picking winners/losers

Tuesday, February 12, 13
Open Community
                               Meeting
                           April 15-16, 2013

                     Baltimore/Washington
                             area
Tuesday, February 12, 13
Meeting Goals:
                    Identify/Discuss active projects
                       Brainstorm existing gaps
                        Prioritize 3-6 subtopics
                   Plan deeper exploration of issues

                           Diversify players in discussion

Tuesday, February 12, 13
What we are trying to avoid




Tuesday, February 12, 13
The world
               makes way for
               the man who
               knows where
                he is going.
                    - Ralph Waldo Emerson


Tuesday, February 12, 13
“If you don't know where
                  you're going, you might not
                           get there.”
                            - Yogi Berra

Tuesday, February 12, 13
Thank you!
                           Todd Carpenter, Executive Director
                                 tcarpenter@niso.org
                    National Information Standards Organization (NISO)
                          One North Charles Street, Suite 1905
                                 Baltimore, MD 21201 USA
                                     +1 (301) 654-2512
                                       www.niso.org


Tuesday, February 12, 13

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13 0213 w3c - carpenter - Designing a Roadmap to a New Bibliographic Information Ecosystem

  • 1. Designing a Roadmap to a New Bibliographic Information Ecosystem Understanding a complex environment Todd A. Carpenter, NISO Executive Director eBooks: Great Expectations for Web Standards February 12, 2013 - New York, NY Tuesday, February 12, 13
  • 2. About • Non-profit industry trade association accredited by ANSI with 150+ members • Mission of developing and maintaining technical standards related to information, documentation, discovery and distribution of published materials and media • Volunteer driven organization: 400+ spread out across the world • Represent US interests to ISO TC 46 & also serve as Secretariat for ISO TC46/SC9 - Identification & Description • Responsible for standards like ISSN, DOI, Dublin Core metadata, DAISY digital talking books, OpenURL, MARC records, and ISBN (indirectly) Tuesday, February 12, 13
  • 3. The NISO Community Tuesday, February 12, 13
  • 4. 32% Libraries/Library 35 % Publishers/Publishing Organizations Organizations 36 LSA Members 72 LSA Members (non-voting) ANSI ISO Other SDOs 33% Library Systems Suppliers, Publishing Vendors & Intermediaries NISO’s Community Tuesday, February 12, 13
  • 5. NISO Internationally Actively participate internationally with ISO, EDItEUR, IFLA, ICSTI, International STM Association, CODATA, UK Serials Group, LIBER, Standards Australia, IETF, ISO Registration Authorities Tuesday, February 12, 13
  • 6. Technical Committee (TC) 46 Information & Documentation Subcommittees (SC): 4 – Systems Interoperability 8 – Performance Measurement 9 – Identification & Description 11 – Records Management NISO manages the Secretariat of ISO TC 46, SC 9 Tuesday, February 12, 13
  • 7. If you’ve never met MARC before... 01386cam 2200301 a 45000010008000000050017000080080041000250350021000669060045000879550027001320100017001590200015 00176040001800191043001200209050002200221082002100243110005500264245030800319260006700627300002 50069444000540071950000290077365000600080265000580086265000730092071000430099399100480103638568 5319951219150001.4881118s1989 nju 000 0 eng 9(DLC) 88029610 a7bcbccorignewd1eocipf19gy- gencatlg aCIP ver. pv04 12-06-95 a 88029610 a0887389538 aDLCcDLCdDLC an-us---00aZ674.8b.N44 198900a021.6/5/09732192 aNational Information Standards Organization (U.S.)10aInformation retrieval service and protocol :bAmerican national standard for information retrieval service definition and protocol specification for library applications /capproved January 15, 1988 by American National Standards Institute ; developed by the National Information Standards Organization. aNew Brunswick, N.J., U.S.A. :bTransaction Publishers,cc1989. axii, 50 p. ;c26 cm. 0aNational information standards series,x1041-5653 a"ANSI/NISO Z39.50-1988." 0aLibrary information networksxStandardszUnited States. 0aComputer network protocolsxStandardszUnited States. 0aInformation storage and retrieval systemsxStandardszUnited States.2 aAmerican National Standards Institute. bc-GenCollhZ674.8i.N44 1989tCopy 1wBOOKS Tuesday, February 12, 13
  • 8. If you’ve never met MARC before... (formatted for your viewing pleasure) Tuesday, February 12, 13
  • 9. MARC Components Encoding Structure Z39.2 ISO 2709:2008 -- Format for information exchange Format structure Anglo-American Cataloging Rules (2nd Edition) AACR2 Resource Description & Access Exchange System Z39.50 SRU/SRW Tuesday, February 12, 13
  • 10. Photo: Minneapolis College of Art and Design Library Tuesday, February 12, 13
  • 11. How much computer technology pre-dates this? Tuesday, February 12, 13
  • 12. Unfortunately, quite a bit... Tuesday, February 12, 13
  • 14. We avoid improving infrastructure Tuesday, February 12, 13
  • 15. Billions and billions of records Photo: dfulmer Tuesday, February 12, 13
  • 16. Massive installed base Photo:from I Love Libraries Tuesday, February 12, 13
  • 17. If you were building a network today would you string copper everywhere? Tuesday, February 12, 13
  • 18. If you building a metadata ecosystem, would you start here? 01386cam 2200301 a 45000010008000000050017000080080041000250350021000669060045000879550027001320100017001590200015 00176040001800191043001200209050002200221082002100243110005500264245030800319260006700627300002 50069444000540071950000290077365000600080265000580086265000730092071000430099399100480103638568 5319951219150001.4881118s1989 nju 000 0 eng 9(DLC) 88029610 a7bcbccorignewd1eocipf19gy- gencatlg aCIP ver. pv04 12-06-95 a 88029610 a0887389538 aDLCcDLCdDLC an-us---00aZ674.8b.N44 198900a021.6/5/09732192 aNational Information Standards Organization (U.S.)10aInformation retrieval service and protocol :bAmerican national standard for information retrieval service definition and protocol specification for library applications /capproved January 15, 1988 by American National Standards Institute ; developed by the National Information Standards Organization. aNew Brunswick, N.J., U.S.A. :bTransaction Publishers,cc1989. axii, 50 p. ;c26 cm. 0aNational information standards series,x1041-5653 a"ANSI/NISO Z39.50-1988." 0aLibrary information networksxStandardszUnited States. 0aComputer network protocolsxStandardszUnited States. 0aInformation storage and retrieval systemsxStandardszUnited States.2 aAmerican National Standards Institute. bc-GenCollhZ674.8i.N44 1989tCopy 1wBOOKS Tuesday, February 12, 13
  • 19. “MARC Must Die!” -Roy Tennant (2002) Tuesday, February 12, 13
  • 22. Movement toward linked data datahub.io - 5107 data stores id.loc.gov VIAF OCLC WorldCat Linked Data Store W3C Library Linked Data Incubator Group Tuesday, February 12, 13
  • 23. Organizations will not move away from a legacy system unless the new system: a) Is demonstrably cheaper b) Is demonstrably more effective in producing results (discovery, use, etc.) c) Will make the organization demonstrably more efficient (staff, management, sales, etc.) OR d) The legacy system becomes entirely non-interoperable with other, more important systems OR e) The legacy system breaks and cannot be repaired Tuesday, February 12, 13
  • 24. Can we say a new metadata management system will be/do one of those things? Tuesday, February 12, 13
  • 25. NISO’s Bibliographic Roadmap Initiative Tuesday, February 12, 13
  • 26. Initiative coordination Gap identification Economic analysis Engage diverse players Open process Tuesday, February 12, 13
  • 27. Defining what you are by what you are not Not desinging a spec Not picking winners/losers Tuesday, February 12, 13
  • 28. Open Community Meeting April 15-16, 2013 Baltimore/Washington area Tuesday, February 12, 13
  • 29. Meeting Goals: Identify/Discuss active projects Brainstorm existing gaps Prioritize 3-6 subtopics Plan deeper exploration of issues Diversify players in discussion Tuesday, February 12, 13
  • 30. What we are trying to avoid Tuesday, February 12, 13
  • 31. The world makes way for the man who knows where he is going. - Ralph Waldo Emerson Tuesday, February 12, 13
  • 32. “If you don't know where you're going, you might not get there.” - Yogi Berra Tuesday, February 12, 13
  • 33. Thank you! Todd Carpenter, Executive Director tcarpenter@niso.org National Information Standards Organization (NISO) One North Charles Street, Suite 1905 Baltimore, MD 21201 USA +1 (301) 654-2512 www.niso.org Tuesday, February 12, 13