Welcome presentation during NISO Bibliographic Roadmap meeting, April 15-16 in Baltimore, MD. This meeting was supported by a grant from the Andrew W. Mellon Foundation.

1. Welcome to NISO’s
Bibliographic
Roadmap Meeting
This project is generously supported
by a grant from the
Andrew W. Mellon Foundation.
Todd A. Carpenter, NISO Executive Director
April 15, 2013 - Baltimore, MD
Monday, April 15, 13

2. Why are we here
today?
Monday, April 15, 13

3. The expected outcomes
of this meeting will be:
Monday, April 15, 13

4. 1) Identify and prioritize
topics for further
exploration
Monday, April 15, 13

5. 2)Identify gaps
in our collective
understanding of the future
of bibliographic exchange
Monday, April 15, 13

6. 3) Provide a forum for
sharing data exchange
efforts and in turn, expose
them to a broader
international community
Monday, April 15, 13

7. 4) Organize next steps
to advance
understanding of these
issues
Monday, April 15, 13

8. A very rough Agenda
(subject to change!)
Monday, April 15, 13

9. Day 1 – Monday, April 15
10:00
Welcome
Round the Room Introductions
10:30
Background and what we hope to achieve
Todd Carpenter
11:00
Brainstorming: Identification of topics for discussion
Participation of all attendees including virtual attendees
Exercise to include noting topics of interest from attendees and posting problems/issues/
gaps/challenges/themes on post-it notes followed by collective grouping and prioritizing of
themes. Initial themes will be surfaced in the discussion paper shared with the group prior
to the event.
12:00
Creation of first round of discussion groups based on prioritized brainstorming
themes
12:15
Lunch
Tables organized by discussion groups
Monday, April 15, 13

10. 13:00
Breakout of first round of discussion groups
The groups will have an open discussion of their selected topic and how it plays into a future ecosystem.
Depending on the topic, this could include identification of related projects, potential solutions, ongoing pilot
projects and gaps in community activity related to the theme. Each group will come up with 3-6 action items
related to the topic for prioritization later.
14:00
Reporting out of first round of discussion groups & all-attendee discussion of reports
Each group will report on its discussions, highlighting necessary actions, gaps, or areas where more
information is needed.
14:45 -- Break
15:00
First Round of Lightning Talks on related projects
Speakers invited, but also in-advance signup and impromptu 6+/- projects of 5-10 minutes each.
16:00
Discussion of Lightning talk activities, implications
16:30
Second round of brainstorming to add new themes, discuss Day 1 outcomes, action items and
suggestions
Prioritize topics for second round of discussion groups.
16:45
Summary discussion of Day 1 activities
Tweaks necessary for Day 2 agenda?
17:00
Day 1 adjournment
17:30
Reception/Happy Hour
18:30
Group dinners (Dutch)
Monday, April 15, 13

11. Day 2 – Tuesday, April 16
8:00
Continental Breakfast
9:00
Meeting reconvenes, welcome back
9:15
Second round of Lightning Talks on related projects
Speakers invited, but also in-advance signup and impromptu 6+/- projects of 5-10 minutes each.
10:00
Discussion of Lightning talk activities, implications
10:15
Revisiting the second round of brainstorming topics
10:30 -- Break
10:45
Creation of second round of discussion groups based on prioritized brainstorming themes
Same process as Day 1.
11:00
Breakout of second round of discussion groups
12:00
Reporting out of second round of discussion groups and group discussion of results
12:30 -- Lunch
Monday, April 15, 13

12. 13:15
Gathering of and description of community engagement points/action items from Day 1
& 2 breakout discussions
13:30
Group prioritization exercise
Discussion of prioritization results.
14:00
Brainstorming: Identification of potential next steps and who should be engaged
The goal is to identify 3-5 work stream ideas for follow-up after the meeting. These work streams
will meet a few times over the ensuing months to provide more detail and context to each of
those themes? What exactly needs to be accomplished? Who should participate in them? Who are
the key players? What additional research needs to be done? Can coordination be achieved?
15:30
Wrap up & reporting next steps
16:00
Meeting adjourns
Monday, April 15, 13

13. So let’s get started....
Monday, April 15, 13

14. Bibliographic Infrastructure
Moving toward an interoperable
bibliographic ecosystem
Todd A. Carpenter, NISO Executive Director
Bibliographic Roadmap Meeting
April 15, 2013 - Baltimore, MD
Monday, April 15, 13

15. 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)
Monday, April 15, 13

16. The NISO Community
Monday, April 15, 13

17. 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
Monday, April 15, 13

18. NISO Internationally
Actively participate internationally with ISO, EDItEUR,
IFLA, ICSTI, International STM Association, CODATA,
UK Serials Group, LIBER, Standards Australia, IETF,
ISO Registration Authorities
Monday, April 15, 13

19. 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
Monday, April 15, 13

20. Our Dear Old Friend, MARC
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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
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Monday, April 15, 13

21. Our Dear Old Friend, MARC
(formatted for your viewing pleasure)
Monday, April 15, 13

22. 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
Monday, April 15, 13

23. Photo: Minneapolis College
of Art and Design Library
Monday, April 15, 13

24. Why is MARC so efficient? It had to be.
Photo: Computer History Museum Data: Memory Prices (1957-2013)
Monday, April 15, 13

25. Why is MARC so efficient? It had to be.
1 2
,4
2 B
, 4
6 M
2 r
$ e
p
Photo: Computer History Museum Data: Memory Prices (1957-2013)
Monday, April 15, 13

26. How much computer technology pre-dates this?
Monday, April 15, 13

27. Unfortunately, quite a bit...
Monday, April 15, 13

28. Monday, April 15, 13

29. Why?
Monday, April 15, 13

30. We avoid improving infrastructure
Monday, April 15, 13

31. Billions and billions of records
Photo: dfulmer
Monday, April 15, 13

32. Massive installed base
Photo:from I Love Libraries
Monday, April 15, 13

33. If you were building a network today
would you string copper everywhere?
Monday, April 15, 13

34. 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
Monday, April 15, 13

35. “MARC Must Die!”
-Roy Tennant (2002)
Monday, April 15, 13

36. Monday, April 15, 13

37. Monday, April 15, 13

38. Movement toward
linked data
datahub.io - 5107 data stores
id.loc.gov
British National Bibliography (BNB)
VIAF
OCLC WorldCat Linked Data Store
Deutsche Nationalbibliografie (DNB) (Germany)
datos.bne.es (Spain)
W3C Library Linked Data Incubator Group
Many, many more...
Monday, April 15, 13

39. But is it sufficient?
Monday, April 15, 13

40. 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
Monday, April 15, 13

41. Can we say a new
metadata management system
based on linked data
will be/do one of those things?
Monday, April 15, 13

42. What can we learn from IETF?
Monday, April 15, 13

43. 2001 : 0db8 : 3333 : 4444 : ccc : 0ab9 : c0a8 : 9898
Monday, April 15, 13

44. Monday, April 15, 13

45. A good specification is
necessary
Monday, April 15, 13

46. A good specification is
necessary
but it is not sufficient
Monday, April 15, 13

47. Monday, April 15, 13

48. The point at which most standards
fail is not prior to consensus
It
is
in….
Adop%on
(or
rather,
in
its
absence)
Monday, April 15, 13

49. Monday, April 15, 13

50. How can we assure that we
are doing the right things?
For everyone?
That will save resources?
That will improve services?
That will be adopted?
Monday, April 15, 13

51. NISO’s Bibliographic
Roadmap Initiative
With gracious thanks to the Andrew W. Mellon Foundation
Monday, April 15, 13

52. Meeting Goals:
Identify/Discuss active projects
Brainstorm existing gaps
Prioritize 3-6 subtopics
Plan deeper exploration of issues
Diversify players in discussion
Monday, April 15, 13

53. Initiative coordination
Gap identification
Economic analysis
Engage diverse players
Open process
Monday, April 15, 13

54. Defining what you are
by what you are not
Not designing a spec
Not picking winners/losers
Not advancing any “agenda”
Monday, April 15, 13

55. What we are trying to avoid
Monday, April 15, 13

56. The world
makes way for
the man who
knows where
he is going.
- Ralph Waldo Emerson
Monday, April 15, 13

57. “If you don't know where
you're going, you might not
get there.”
- Yogi Berra
Monday, April 15, 13

58. Questions?
Comments?
Thoughts?
Discussion
Monday, April 15, 13

59. Thank you!
Todd Carpenter, Executive Director
Nettie Lagace, Associate Director, Programs
Juliana Wood, Educational Programs Manager
nisohq@niso.org
National Information Standards Organization (NISO)
3600 Clipper Mill Road, Suite 302
Baltimore, MD 21211 USA
+1 (301) 654-2512
www.niso.org
Monday, April 15, 13