Presentations at the NISO Standards Update session during ALA Midwineter 2013 on January 27, 2013 in Seattle.

1. Standards Update
Nettie Lagace
NISO Associate Director for Programs
nlagace@niso.org
January 27, 2013
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2. Active Working Groups
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3. Today’s Slate
 PIE-J
 IOTA
 KBART
 Supplemental Journal Article Materials

4. KBART: A simple metadata exchange format

5. • More content visible to end users
• Content linking is more accurate for end users
• Increase in content usage
• Maximum reach for authors and editors
• Better return on investment for library
• Favourable renewal decision
• Protection of revenue for content providers

6. • Standards / industry • Rose Robinson, Publishing Technology
• Andreas Biedenbach, Independent
organisations
• Ruth Wells, Taylor & Francis
– UKSG and NISO
• Julie Zhu, AIP
• Working group members • AIP, T&F, Royal Society
(stakeholders): Publishing, Publishing
Technology, Cengage
– Knowledge base vendors & Gale, Swets, Springer
Subscription Agents
– Libraries & Consortia
• Ben Johnson, Serials Solutions
• Magaly Bascones, JISC
• Christine Stohn, Ex Libris
• Sarah Price, University of Birmingham
• Paul Moss, OCLC
• Louise Cole, Kingston University
• Sheri Meares, EBSCO
• Chad Hutchens, University of
• Marieke Heins, Swets
Wyoming
– Content Providers (Publisher & • Jason Price, Claremont
Aggregators) Colleges/SCELC
• Matthew Llewellin, The Royal Society • Liz Stephenson, University of
• Gary Pollack, Cengage Learning Edinburgh

7. KBART’s lifespan
Phase 1 – Universally accepted standardized publisher
metadata, regularly distributed AND available on
demand
Phase 2 – Broad adoption, Consortia, More content type
coverage (eBooks, conference proceedings), Open
Access materials
– Draft now in final stages
– Available for public review in Q1 2013
Phase 3? – Even more content types, automated delivery,
institutional metadata????

8. KBART Phase II
Adoption – KBART Registry:
https://sites.google.com/site/kbartregistry/
Recommendations: E-Books (Monographs) and Conference Proceedings
(Serials)
• 8 New monographic fields
• Book series: parent_publication_title_id/ preceding_publication_title_id
Recommendations: Consortia
• Recommendation for consortium-specific title lists when appropriate
• Addition of labels (region/consortium value) to file names
Recommendations: Open Access
• new field access_type
• “F” – title is mostly fee-based (subscription/purchase)
• “OA” – 50% or more of the title is OA/freely accessible.

9. Publisher Involvement
1. Everything can be found at
http://www.uksg.org/kbart/endorsement
2. Review the requirements (data samples available)
3. Format your title lists accordingly.
4. Self-check to ensure they conform to the
recommended practice
5. Ensure that you have a process in place for regular
data updates
6. Register your organization on the KBART registry
website: http://bit.ly/kbartregistry

10. Supplemental Journal Article Materials –
now published!
Business Working Group:
• Linda Beebe, Co-Chair, APA
• Marie McVeigh, Co-Chair, Thomson Reuters
• Annette Flanagin, JAMA
• Bonnie Lawlor, NFAIS
• David Gillikin, NLM
• Alison Loudon, AIP
• Bruce Kiesel, Thomson Reuters
• Skip Maier, APA
• Rachael Hu, California Digital Library
• Eefke Smit, STM
• Amy Kirchoff, JSTOR/Portico
• Scott Virkler, Elsevier
Technical Working Group:
• David Martinsen, Co-Chair, ACS
• Alexander (Sasha) Schwarzman, Co-Chair, AGU and OSA
• IJsbrand Jan Aalbersberg, Elsevier
• John Meyer, JSTOR/Portico
• Ken Beauchamp, American Society for Clinical Investigation
• Ira Polans, IEEE
• Jeffrey Beck, NLM
• Craig Rodkin, ACM
• Chuck Koscher, CrossRef
• Kathleen Sheedy, APA
• John Kunze, California Digital Library
• Keith Wollman, Elsevier
• Kathy Kwan, NLM
• Deborah Lapeyre, Mulberry Technologies, Inc.

11. Background
• Technology now enables authors to expand
or support published articles with
“Supplemental Materials”
• Multimedia
• Text
• Tables
• Figures
• Data, computer programs
• Some Supplemental materials may be useful
but not critical

12. Purpose
• Help the scholarly publishing community
develop a more standardized approach for
supplemental materials
• Rapidly changing technology environment
• Lessen burden on all parties in publishing
process
• Help materials add substance to scholarship
• Make these materials more discoverable
• Aid in preservation of these materials

13. General principles of RP (12)
• Respectful of variance in issues across
disciplines and types of content
• Determination of materials is responsibility of
journal
• Intended to address content owned, published
and hosted by journal publisher
• Data constitute a unique category of content – in
general management of data is out of scope

14. Part A: Policies
• Selection
• Editing
• Managing and Hosting
• Ensuring discoverability and fundability
(references, A&I, citations)
• Metadata and packaging
• Maintaining links,
• Providing context
• Preserving materials
• Rights management

15. Part B: Technical Considerations
• Metadata
• Elements
• Persistent identifiers
• Preservation
• Packaging and exchange
• Location of material
• supporting documentation
– non-normative DTD to express metadata recommendations
– a tag library to serve as an easy guide to the DTD - visual
schema representation of the DTD and an HTML representation
of the DTD
– examples of metadata markup

16. Working Group Connection
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17. Thank You!
nlagace@niso.org
nisohq@niso.org