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ODI - Open Discovery Initiative
Marshall Breeding
ALA Midwinter NISO Update – January 26, 2014
The context for ODI
• Emergence of Library Discovery Services solutions
– Based on index of a wide range of content
– Commercial and open access
– Primary journal literature, ebooks, and more

• Adopted by thousands of libraries around the world,
and impact millions of users

2
General Goals
• Define ways for libraries to assess the level of
content providers’ participation in discovery services
• Help streamline the process by which content
providers work with discovery service vendors
• Define models for “fair” linking from discovery
services to publishers’ content
• Determine what usage statistics should be collected
for libraries and for content
providers
3
Balance of Constituents
Libraries
Marshall Breeding, Independent Consultant
Jamene Brooks-Kieffer, Kansas State University
Laura Morse, Harvard University
Ken Varnum, University of Michigan

Sara Brownmiller, University of Oregon
Lucy Harrison, Florida Virtual Campus (D2D
liaison/observer)
Michele Newberry, Independent

Publishers
Lettie Conrad, SAGE Publications
Jeff Lang, Thomson Reuters
Linda Beebe, American Psychological Assoc

Aaron Wood, Alexander Street Press
Roger Schonfeld, JSTOR, Ithaka

Service Providers
Jenny Walker, Independent Consultant
John Law, Proquest
Michael Gorrell, EBSCO Information Services

David Lindahl, University of Rochester (XC)
Jeff Penka, OCLC (D2D liaison/observer)

4
Subgroups
• Technical recommendations for data format
and data transfer
• Communication of library’s rights/Descriptors
regarding level of indexing
• Definition of fair linking
• Exchange of usage data

5
Deliverables
• Vocabulary
• NISO Recommended Practice
–
–
–
–
–

Data format and data transfer
Library rights to specific content
Level of indexing
Fair linking
Usage statistics

• Mechanisms to evaluate conformance with
recommended practice
6
Next steps
• 30-day public comment period October 18November 18, 2013
• Working Group evaluation of comments,
edits to RP, responses
• Working Group approval
• Discovery to Delivery Topic Committee
approval
• NISO Publication
7
Thank you! Questions?

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Open Discovery Initiative - NISO Update Jan 2014

  • 1. ODI - Open Discovery Initiative Marshall Breeding ALA Midwinter NISO Update – January 26, 2014
  • 2. The context for ODI • Emergence of Library Discovery Services solutions – Based on index of a wide range of content – Commercial and open access – Primary journal literature, ebooks, and more • Adopted by thousands of libraries around the world, and impact millions of users 2
  • 3. General Goals • Define ways for libraries to assess the level of content providers’ participation in discovery services • Help streamline the process by which content providers work with discovery service vendors • Define models for “fair” linking from discovery services to publishers’ content • Determine what usage statistics should be collected for libraries and for content providers 3
  • 4. Balance of Constituents Libraries Marshall Breeding, Independent Consultant Jamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard University Ken Varnum, University of Michigan Sara Brownmiller, University of Oregon Lucy Harrison, Florida Virtual Campus (D2D liaison/observer) Michele Newberry, Independent Publishers Lettie Conrad, SAGE Publications Jeff Lang, Thomson Reuters Linda Beebe, American Psychological Assoc Aaron Wood, Alexander Street Press Roger Schonfeld, JSTOR, Ithaka Service Providers Jenny Walker, Independent Consultant John Law, Proquest Michael Gorrell, EBSCO Information Services David Lindahl, University of Rochester (XC) Jeff Penka, OCLC (D2D liaison/observer) 4
  • 5. Subgroups • Technical recommendations for data format and data transfer • Communication of library’s rights/Descriptors regarding level of indexing • Definition of fair linking • Exchange of usage data 5
  • 6. Deliverables • Vocabulary • NISO Recommended Practice – – – – – Data format and data transfer Library rights to specific content Level of indexing Fair linking Usage statistics • Mechanisms to evaluate conformance with recommended practice 6
  • 7. Next steps • 30-day public comment period October 18November 18, 2013 • Working Group evaluation of comments, edits to RP, responses • Working Group approval • Discovery to Delivery Topic Committee approval • NISO Publication 7