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New Capabilities of the DOI:
    a Win Knowledge
         4


(win/win/win/win for End Users, Librarians,
          Publishers & Vendors)
           Society for Scholarly Publishing
            June 2, 2004 – San Francisco
New Capabilities of the
           DOI
   A guided tour, with live examples, of the new
   capabilities of the Digital Object Identifier (DOI) –
   demonstrating its new value for:

1. End Users (Knowledge Workers, Students,
   Professors)
                    CrossRef now represents a whole ecosystem:
                    >10 million STM Journal Articles, >300 publishers
2. Librarians       internationally, other parties in value chain

                    But only the tip of the iceberg: new capabilities
3. Publishers       take the DOI another quantum leap in potential
                    See “Not Your Father’s DOI: New Applications
                    Show Wider Promise” – by Steve Sieck, EPS
4. Vendors
                                                   2
End Users (Knowledge Workers,
                            Students, Professors)
1. Content is richer, more functional, contextually interlinked

2. Content is easier to find:
        contextually (from other content)

        within search engine rankings

        via 3rd party websites (portals, news sites, reviews, author sites)

        on their own intranets

3. Content is easier to use and integrate into the work
   process
        Internal reports, footnotes, bibliographies

        Intranets, local Knowledge Mgmt systems, Collaboration systems, LMS

        Professors’ websites, online syllabus/req’d reading, assignments
                                                                                                            3
McGraw-Hill World Aviation Directory (+ Aviation Week, Business Week, S&P) - McGraw-Hill Access Science - DOI within email HBSP Textbook Map PDF –-
                                                                         SRI - WebMD
Librarians

1. Recapture your patrons from Google & other search
   engines

2. Drive up the utilization of the content you have paid for

3. Measure & document this higher utilization – better justify
   your content purchases & subscriptions; retain or increase
   your content budget

4. Deliver greater patron satisfaction via superior content

5. Enjoy improved functionality from your vendor systems
   (IOLS, ILL, LMS, Document Delivery, Subscription admin)

6. Reduce intranet-related costs, esp. in maintaining content
   access as integrated with internal intranet & navigation
                                              4
Evidence of Utilization : DOI traffic via Googl
   >3X greater than regular Web site traffic

                   DOI Traffic Report - Major Educational Publisher

                             7000
                             6000
                             5000
   Total Visits




                             4000
                             3000
                             2000
                             1000
                                0
                                       1      2         3         4    5
                  Total Visits from   1451   2329     2272      2081
                  Publisher's Web
                  site
                  Total Visits from   178    1079     5118      6469
                  DOIs
                                               January - April 2003
                                                                5
Publishers (incl. Aggregators)

1. Produce and deliver better/rich content: more functional,
   contextually interlinked
2. Interlinked content itself becomes a sales/marketing tool:
   exposes users to related offerings
3. Content is easier to find, therefore drives up utilization
    contextually (from other content)
    within search engine rankings
    via 3rd party websites (portals, news sites, reviews, author sites)
    on customers’ own intranets

4. Higher utilization means: higher renewal rates, more
   seats or concurrent users, more enterprise-level deals
5. Easier integration into the end-user work process means:
   greater customer lock-in, greater customer satisfaction
                                              6
          CDI Customer Examples - McGraw-Hill World Aviation Directory (+ Aviation Week, Business Week, S&P) - WebMD
Publishers (incl. Aggregators) – cont’d 1

       More EXTERNAL benefits – broader, more flexible, yet
       less expensive partnering, syndication, distribution:
1. Partner with complementary content providers – increasing
   distribution and exposure to new audiences – yet with zero
   technology investment or operational setup

2. Syndicate/distribute to new, highly-qualified audiences

3. Measure the success of new partnerships/syndication relationships

4. If not working, change “on the fly”

5. Implement new business models, bundlings/packagings, access
   control approaches – all “on the fly”

6. Enable superdistribution
                                                                                                                7
Greenwood (“Add this Link to Your Site”) - Syndication to fan sites (Warner Music) - Hoovers-Snapshots-Harvard Business Partnering demo – SRI PDF excerpt
Publishers (incl. Aggregators) – cont’d 2

     INTERNAL benefits – improve Content Mgmt/DAM to reduce costs,
     enable rapid/flexible product development, and integrate heterogeneous
     internal systems (not just multiple CMS/DAM, but others too):
1.   Identify and interlink all related content assets internally (no more “Silos”)

2.   Unify multiple asset repositories (across different systems, platforms,
     departments, management processes) – without modifying these other systems
     or disrupting staff

3.   Interlink content assets with related info in other systems never before
     interlinked: rights info, contracts, sales tracking, advertising…

4.   Create new or recombinant products more rapidly (incl. granular publishing,
     custom publishing)

5.   Bring them to market faster

6.   Transition seamlessly to the Web when the content is published externally
     (internal DOI migrates smoothly to external DOI)

7.   Accomplish all of the above via existing installed systems 8
                 SRI or M-H Aviation - Gale E-Docs - McGraw-Hill Access Science --- CDI IntraConnect/Canto Cumulus
Vendors

    All previous benefits can be delivered via existing installed
    vendor systems, with minimal modification
   CMS/DAM systems can migrate upstream from dept-level solution to
    “enterprise dashboard” interlinking multiple CMS/DAM systems,
    and/or linking related systems like Rights, Contracts, Sales Tracking,
    Advertising…

   Knowledge Management systems, Collaboration systems,
    Learning Mgmt systems can seamlessly, permanently & persistently
    interlink all related internal content, and/or related external content

   IOLS, ILL, DocDel,intranets – all can support local linking as
    customized to the needs of the local institution, while still benefiting
    from the permanence/persistence of the DOI and its infrastructure.
    They can also streamline/reduce their administrative costs & effort.
                                                         9

Win Knowledge
                     4



   Win/win/win/win (win4) for: End Users,
   Librarians, Publishers & Vendors
 Utilizes standards-based, robust, internationally-support
  DOI infrastructure

 Clear and well-documented business case

 Allows customization by all players in value-chain

 CDI Win4Knowledge program and suite of
  products/services
                                             10
What’s new here?
 DOI for internal use (content mgmt) as well as external (public) use

 Turnkey implementation (e.g. 2-5 hours of customer time)

 CDI has fully automated MultiLink creation & ongoing maintenance

 Business case now well-documented (both revenue and cost-savings)

 Works for Aggregators as well as primary Publishers

 CDI Win4Knowledge program and suite of products/services – now
  supports Libraries, Aggregators and Vendors in addition to Publishers

 Adoption has spread across media, across industries

 Syndication/Distribution/Partnering capability, w/no tech or operations

 More metadata standards: Dublin Core, ONIX, soon PRISM, SCORM
                                                     11
 No more per-DOI pricing
Further Drill-Down

• Content Management/DAM

• Syndication/Distribution/Partnering

• Digital Rights Management

• What is the DOI?

• Who is CDI?

                                 12
The Dilemma of Scalable DAM

• Single-vendor, centralized enterprise solutions
  don’t succeed
  – Seybold Report article, Jan 2002
  – Forrester Research report, Jan 2003
  – Jupiter Research report, Jan 2003
  – Our own real-world experience

• Workgroup-level solutions are problematic
  – Don’t scale or…
  – Are considered overkill for workgroups
                                             13
All the Experts Agree

“[DAM] has been a virtual Tower of Babel at large media companies. As they deploy
more and more [different] types of systems, they get further and further away from the
original concept of enterprise content management—the “anyone can do anything
with any content anytime” vision.
Publishing executives have recognized this problem and would like to solve it. But
until now, there have been two choices of solution: either scrap everything that has
been built in favor of yet another attempt at building the Grand Unified Content
Management & Distribution System, or build new technology around existing systems
that integrates them into a seamless whole. Both of these approaches require major
custom development and integration projects that tend to take well over a year to
complete and to have price tags hovering around the eight-figure mark.
Enterprise Content Integration (ECI) is a name we’re giving to a new technology
concept that makes the solution to the Tower of Babel problem considerably cheaper
and faster, while enabling easy expansion to new types of online product distribution
for media companies.”


Seybold Report article,
Enterprise Content Integration: Next Step Beyond DAM?
January 2002                                       14
All the Experts Agree - 2


“Enterprisewide digital asset management
(DAM) is a myth for media companies.
Publishers and networks should attack specific
workflows with open, cheap, modular tools –
not with galactic DAM deployments.”

Forrester Research report,
Don’t Go Broke Managing Digital Assets
January 2003
All the Experts Agree - 3

“Companies … can save months of development time and, in
some cases, millions of dollars by deploying federated content
management (FCM) in lieu of centralizing or taking on messy
point-to-point integrations.

While the ends of enterprise content management are admirable,
centralizing on a single solution is infeasible for most companies.
In some cases, consolidating on a single platform can prove
disastrous for a large company, even beyond the point of zero
return on investment.”


Jupiter Research report,
Federated Content Management
January 2003
Scaling DAM: Overcoming the
      Dilemma with a New Approach

• Leave departmental solutions in place
  – Protect recent investments

• Integrate them into an enterprise framework
  – Minimally disrupt current processes

• Adopt federated instead of one-size-fits-all approach
  – Accommodate new & different systems over time

• Provide most benefits of enterprise DAM at far less
  cost and deployment time
  – Achieve 80/20 rule

                                             17
ECI: a Practical Approach to
       Enterprise Content Management

ECI = Enterprise Content Integration:

• Build enterprise content catalog
  – Can be based on existing, installed commercial product

• Standardize on common metadata subset
  – Normalize individual metadata sets

• Integrate content catalog with workgroup &
  department level content systems
  – Use DOIs as integration mechanism
                                           18
Essential Benefits of ECI


1. Know what you have

2. Find what you want

3. Know where it lives

4. Know whether you have the rights to use it

5. Be able to get it

                                   19
Comparison of Effort*
            DOI-enabled ECI                                            Enterprise DAM
                                     Resource Cost                                              Resource Cost
        Create common layer of         people
                                                              Create metadata standards
                                                   L                                                people   H
           metadata standards                                        for entire enterprise
Acquire metadata creation skills       people      H     Acquire metadata creation skills           people   H
 Populate lightweight common           people
                                                                Populate large enterprise people
                                                   L                                                         H
 metadata set and create DOIs                                                metadata set
  Convert to XML on back end            tools
                                                           Migrate to XML-based content tools &
                                                   M                                                         VH
                    as needed                                 creation tools & processes people
     Build metadata catalog &           tools      M              Build central asset store         tools    H
       harvesting functionality
                                                                 Migrate content to central tools &
       Leave content where it is          -        -                                                         H
                                                                                asset store people
 Integrate with content creation        tools
                                                                     Integrate with content tools
                                                   M                                                         H
             & distribution tools                                         distribution tools


  *For more details, see white paper Enterprise Content Integration with the DOI: A Business Case
                                                                                      20
  for Information Publishers, by Bill Rosenblatt, DOI: http://dx.doi.org/10.1220/whitepaper5
Quantitative Benefits - Examples*

   • Cost avoidance of ~$120k for a vertical market information
     publisher building a new cross-brand Web portal.

   • Annual incremental revenue of $700k for a periodical
     publisher from being able to publish more books per year
     of repurposed periodical content.

   • A 94% reduction in staff effort, representing a potential
     savings of over $400k per year, for a textbook publisher
     building Web sites to accompany textbooks.

   • Over $1.2 Million in incremental revenue for a publisher of
     financial information from selling documents through third-
     party investment selection tools.
*For more details, see white paper Enterprise Content Integration with the DOI: A Business
                                                                           21
Case for Information Publishers, by Bill Rosenblatt, DOI:http://dx.doi.org/10.1220/whitepaper5
Example: CDI IntraConnect as
integrated with Canto Cumulus




                       22
Reduce/Avoid Costs by “Future-Proofing”


ECI - and the DOI generally - future-proofs
 all parties against…
…changes in external vendors

…changes in business models

…changes in technology

…changes in internal systems

…changes in external partners
                                23
Further Drill-Down



Syndication/Distribution/
       Partnering




                    24
Further Drill-Down:
       Syndication/Distribution/Partnering
• Distribute links instead of loading content!

• Never again have to police and maintain broken links

• Customize existing DOI functionality to needs
  throughout the value chain

• Easy to implement & customer

• CDI MultiLink Syndicator™
  –   live example (Greenwood Publishing “Add this Link to Your Site”)
  –   product description (http://doi.contentdirections.com/syndicator_bookdemo/letter.cgi)

• Partner rapidly/flexibly with zero cost/effort in
  technology development or operational setup
                                                         25
  (http://doi.contentdirections.com/hoovers_snapshots_hbsp/)
One Example of Cost Reduction:
Cost of Bilateral linking agreements




                               Publishers Agreements

                               5                10
                               25              300
                               50            1225
                               N           ½N(N-1)



          © International DOI Foundation
Centralized linking agreements



                             Common interchange

                             N publishers = N links




        © International DOI Foundation
Further Drill-Down


       DOI:
 The Keystone to
  Digital Rights
Management (DRM)


                28
Why the DOI is the Missing Link for
            Practical, Reliable, User-Friendly DRM
•   Enables interoperability between systems (like any other universal standard identifier)
•   Enables permanent links between all parties – links which never break, despite changes in
    DRM vendors, outsourcing/insourcing of various parts of the DRM chain,
    revamping/replacement of component systems in the chain, etc.
•   Permits links to be updated dynamically over time – to offer new services, redesign
    websites, change business partners, etc. (in addition to replacing or reconfiguring DRM
    systems) - all without affecting any other systems or having to re-master and re-distribute
    the content itself.
•   Can be assigned to non-content "objects", thus extending the same identification and linking
    benefits to all the other "objects“ involved in the DRM process: customer records, digital
    signatures, digital certificates, watermarks, artist records, contracts, licenses, access control
    records, etc.
•   ONLY practical method of enabling superdistribution (the "Holy Grail" of DRM) – no other
    way to ensure persistence and reliability after content gets shipped out the door and goes
    into P2P pass-along mode
•   Supports far more robust anti-piracy per se
•   Unlocks the full marketing potential of DRM by empowering "granular" or "recombinant"
    content – including free samples vs paid full-content, pay-as-you-go, rent temporarily,
    subscribe, etc.                                                     29
Drill-down on Interoperability
 throughout the DRM Value
            Chain
                             Secure
                           Wrapping/E
                           Wrapping/
                           ©
                           Encryption
                            ncryption


                                        Rights specification:
           Publisher         DRM
                                        -Read-only
                       ©   ©
                           Packaging    -Copy and Paste
                            Software    -Forward
                                        -Print




                                 30
Drill-down on Interoperability
 throughout the DRM Value
            Chain
                                   Secure
                                  Wrapping/
Content                           Encryption
Hosting
                                               Rights specification:
                  Publisher
  ©                                 DRM
                                               -Read-only
                              ©   Packaging    -Copy and Paste
          Meta-                    Software    -Forward
          data                                 -Print




                                        31
Drill-down on Interoperability
                throughout the DRM Value
                           Chain
                                                                          Secure
                                                                         Wrapping/
                                                                         Wrapping/
                                                                         ©
                Content                                                  Encryption
                                                                         Encryption
                Hosting
                                                                                      Rights specification:
                                                         Publisher
                    ©                                                      DRM
                                                                                      -Read-only
                                                                     ©   ©
                                                                         Packaging    -Copy and Paste
                                        Meta-                             Software    -Forward
                                        data                                          -Print




-Visited Publisher website, and been
referred to copy of encrypted content

-Linked to encrypted content from an
index or library catalog

-Received the encrypted file from a
friend or colleague (superdistribution)



                                              Customer
                                          ©
                                                                               32
Drill-down on Interoperability
 throughout the DRM Value
            Chain
                                                                Secure
                                                               Wrapping/
                                                               Wrapping/
                                                               ©
Content                                                        Encryption
                                                               Encryption
Hosting
                                                                                      Rights specification:
                             Publisher
  ©                                                               DRM
                                                                                       -Read-only
                                          ©                     ©
                                                                Packaging              -Copy and Paste
          Meta-                                                  Software              -Forward
          data                                                                         -Print




                                                                              • Credit card validation
                                                      E-Commerce
                             Rights                                           • Billing
                                                        Vendor                • Reporting
                         Clearinghouse
                         $

                             • Checks user ID
                             • Checks rights assigned (if any) to user by Publisher
                             • Takes payment
                                     • Issues key or Permit
                                     • Reports to Publisher (either aggregate sales
                                     numbers or individual customer information)



              Customer
          ©
          ©
                                                                          33
Drill-down on Interoperability
               throughout the DRM Value
                          Chain
                                                                                 Secure
                                                                                Wrapping/
               Content                                                          Encryption
               Hosting
                                                                                                      Rights specification:
                                            Publisher
                 ©                                                                DRM
                                                                                                       -Read-only
                                                                                Packaging              -Copy and Paste
                          Meta-                                                  Software              -Forward
                          data                                                                         -Print




                                                                                              • Credit card validation,
                                                                      E-Commerce
                                             Rights                                           • Billing
                                                                        Vendor                • Reporting
                                         Clearinghouse


            Content
          Distributors/                      • Checks user ID
                                             • Checks rights assigned (if any) to user by Publisher
          Syndicators/                       • Takes payment
          Aggregators                                • Issues key or Permit
                                                     • Reports to Publisher (either aggregate sales
                                                       numbers or individual customer information)

© Customer
      ©CustomerCustomer
   Customer ©                 Customer
©                         ©
                                                                                          34
Drill-down on Interoperability
               throughout the DRM Value
                 DOI
                          Chain DOI
                                                                               Secure
                                                                              Wrapping/
               Content                                                        Encryption
               Hosting
                                                              DOI       DOI
                            DOI                      Publisher
                 ©                                                              DRM
                                                                              Packaging
                                Meta-                                          Software
                                data



                                               DOI                  DOI
                                                                      E-Commerce
                                                     Rights
                                                                        Vendor
                                                 Clearinghouse

                          DOI
            Content
          Distributors/
          Syndicators/
          Aggregators                                                         How can all these
                                                                              transactions flow
© Customer
      ©CustomerCustomer                                                       successfully ???
   Customer ©                       Customer
©                               ©
                                                                                    35
Drill-down on Interoperability
               throughout the DRM Value
                 DOI
                          Chain DOI
                                                                               Secure
                                                                              Wrapping/
               Content                                                        Encryption
               Hosting
                                                              DOI       DOI
                            DOI                      Publisher
                 ©                                                              DRM
                                                                              Packaging
                                Meta-                                          Software
                                data



                                               DOI                  DOI
                                                                      E-Commerce
                                                     Rights
                                                                        Vendors
                                                 Clearinghouse

                          DOI
            Content
          Distributors/
          Syndicators/
          Aggregators


© Customer
      ©CustomerCustomer
   Customer ©                       Customer
©                               ©
                                                                                    36
Drill-down on Interoperability
               throughout the DRM Value
                          Chain
                                                               Secure
                                                              Wrapping/
               Content                                        Encryption
               Hosting

                                            Publisher
                 ©                                              DRM
                                                              Packaging
                          Meta-                                Software
                          data




                                                         E-Commerce
                                             Rights
                                                           Vendors
                                         Clearinghouse


            Content
          Distributors/
          Syndicators/
          Aggregators


© Customer
      ©CustomerCustomer
   Customer ©                 Customer
©                         ©
                                                                      37
Further Drill-down

 What is the
Digital Object
  Identifier
    (DOI)?

              38
What is the DOI?

• An identifier system with a linking system behind it
• Identifies any kind of “object” (music, film, book, article,
  database record, watermark, person…)
• Links based on the identifier are:
   – Permanent (routing is updated via one central record in a global directory)
   – MultiLinking (one-to-many linking, not just to a single page like a URL)

• The underlying routing system is:
   – Free to end-users
   – Minimum-cost to businesses (part of Internet infrastructure, like DNS)
   – Scaleable
   – Industry-standard                                      39
Origins & Pedigree
•   Invented by Internet Pioneer Dr. Robert Kahn (co-inventor of
    TCP/IP, packet switching, etc.)

•   Funded by DARPA (which also funded Dr. Kahn’s construction of the
    ARPAnet)

•   CNRI (Corporation for National Research Initiatives): Dr. Kahn’s
    non-profit research organization; runs IETF, IAB, XIWT, other bodies
    which manage Internet’s infrastructure

•   Motivation was to address the “fragility” of the Web

•   Identification and linking based on permanent IDs, not temporary
    locations

•   Unify heterogeneous information repositories at the “information”
    level, just as Internet did at the “data communications” level
                                                        40
Drill-down: “What is the DOI?”


1. As an identifier, the DOI is…

   “The UPC (Bar Code) for the Internet”


2. As a linking mechanism, the DOI is…

   “The Next-Generation URL”

                                   41
“The UPC (Bar Code) for the Internet”


• Any type of content: text, music, film, video,
  photographs, software…

• Any level of granularity: whole book, individual chapters,
  illustrations, data sets, tables, music tracks, versions (e.g.
  dif. resolutions)…

• Compatible with (superset of) any & all other numbering
  schemes (ISBN, ISSN, ISWC, UPC…)

• Once assigned, never changes (“A DOI is Forever”)

                                                42
DOI Number Format –
                 incorporates any existing
                    number or identifier
                               DOI


                                                Prefix          Suffix



               http://dx.doi.org/10.1036/0071362940

            (makes the DOI into a hyperlink)

                             10.1065/abc123defg = the whole DOI
                       10.1065 = Owner’s Prefix   abc123defg = Suffix
•   Suffix can be ISBN, UPC, CUSIP or any internal Access Number, proprietary number, or
    random number
•   any length; any combination of numbers, letters, or foreign character sets (supports Unicode)
•   A DOI is an opaque string (a “dumb number” - a good thing – essential to its permanence)
•   Expressed as a URL: http://dx.doi.org/doi_number - makes it backward-compatible with URLs
    and the Web, until we see doi://… instead of http://…
Why a “UPC (Bar Code) for the
                 Internet?”

•   Globally-unique ID: identifies the object uniquely,
    universally, unambiguously

•   Enables computers to talk to each other about it

•   Interoperate smoothly, eliminate errors, reduce costs

•   Across companies, across systems, across platforms

•   Across transactions of all kinds: sale, distribution,
    syndication, rights/permissions, access control,
    authentication, branding…
                                                44
Unifying the entire value chain
    Customer / End User Services                              Customers / End Users
                                  Search
                                DOI
 Subscription                   Technology                    DOI
   Agents                        Providers             Individuals
  DOI              Search
                       DOI
                   Engines
                                                                                Universities
 Abstracting and                                                                   DOI
  Indexing (A&I)           Library
 DOIServices             Automation                        Libraries
                          SystemDOI                           DOI                     Corporations
                          Vendors                                                         DOI
                                        Publishers/
                                         Publishers
                                        Aggregators
        DOI
    DRM
                      E-Commerce                        Editorial / Content
                                                               DOI                 Content
   Services                                                                      DOI
                     Vendors/ Service                    Prep Systems              Hosting
                               DOI
                        Providers                                                 Providers


DOI Rights                                          DOI                  Content
                                                                               DOI      DOI Web
                                                Typesetters                              Publishing
 Clearinghouses                Content DOI                             Management
                             Distributors/                              Systems           Systems
                             Aggregators/
          Online             Syndicators
                                                        DOIPrinters/                    Authors /
        Bookstores                                                                       DOI
                                                                                        Creators
           DOI                                          Manufacturers
                                                                           45
   Distribution and Sale of Content                   Content Creation/Supporting Services
“The Next-Generation URL”

• A central directory provides a level of indirection between the ID and
  its location(s) or services

• Analogous to DNS: a single directory logically, but distributed
  physically

• All broken links everywhere can be fixed via a single central update

• New destinations or services can be added at will

• Linking is now one-to-many (“MultiLinks”™)

• MultiLinks are always up-to-date; never stale

• Via CDI’s implementation, these links can serve needs locally as
  well as globally (e.g. linking within a university environment or
  corporate Intranet, or linking within a Media company for DAM/MAM
  purposes)
                                                     46
Why a “Next-Generation URL?”
         URLs are not sufficiently reliable



                 http       gopher         ftp        Total


  Number of
   journals       33          26           2

    URLs
    listed        81          36          29          148

      %
  functional     67%         28%         31%          50%

Data from Ford& Harter, College and Research Libraries, July 1998
Brewster Kahle (1997): half life of a URL = 44 days
OCLC (2002): 20% of public websites from 9 months ago are now gone
SnapNames (2002): # of expiring domains now exceeds those new/renewed
URLs point via a LOCATION
                     URL




URL




      URL                         Content
URL            URL




      URL
       URL
         URL
URL
               URL




URL


      URL

        URL URL
                                    48
Locations change!
                     URL




URL




      URL
                                     404
URL            URL              File not found

      URL
       URL
         URL
URL
               URL

                                   Content

URL


      URL

        URL URL
                                     49
DOIs point via a permanent,
                    object-level identifier…
                        URL
                       DOI




URL
 DOI

                                          Publisher

      URL
       DOI                                            Content
DOI
URL              DOI
                 URL



                                 DOI
       URL
       DOI                    directory
        DOI
        URL
           DOI
           URL
URL
DOI              URL
                 DOI
                                                      Content

DOI
URL


       DOI
       URL

         URLDOI
        DOI URL                                 50
…thru a central, distributed
                            directory (like DNS), but far
                           DOI
                                   more scalable
  DOI

                                                                             Publisher
                                           Internet


        DOI
DOI               DOI                     DOI                    DOI
                                         directory               directory

                                                     DOI
                                                     directory
                                   DOI
        DOI                        directory
         DOI
            DOI
                                                        DOI
                                                       directory
DOI
                     DOI
                                                                                         Content

 DOI



        DOI

         DOI
               DOI
                                                                                   51
DOIs also point “one-to-
                            many,” not just to a single
                                      page
                            DOI




  DOI


                                               Publisher

        DOI
                                                CDI Multi-Linking
DOI               DOI
                                                •purchase content
                                      DOI       •get metadata
                                   directory    •get price quote
        DOI                                     •request rights clearance
         DOI                                    •request permissions
            DOI

DOI
                      DOI                            Content

          DOI
 DOI



        DOI

         DOI
                DOI
                                                           52
…and can therefore be re-
                              directed as desired
                            DOI




  DOI


                                              Publisher

        DOI
                                               CDI Multi-Linking
DOI               DOI
                                               •purchase content
                                     DOI       •get metadata
                                  directory    •get price quote
        DOI                                    •request rights clearance
         DOI                                   •request permissions
            DOI

DOI
                      DOI


          DOI
 DOI



        DOI
                                               Bookstore             Bookstore
         DOI
                DOI
                                                     53
* * * Live Examples *
           * *
       (both large & small,
     commercial & non-profit)

             available on the Web at
       http://www.contentdirections.com
     For demos click links under “See the DOI in Action”
For live Customer Examples click “Live Customer Examples”
            or http://doi.contentdirections.com
                                         54
Further Drill-down


      Who is
Content Directions,
    Inc. (CDI)?



               55
Who is CDI?
• First business created specifically to help organizations
  implement the DOI standard

• Founded and led by DOI pioneers with unparallelled
  experience creating innovative DOI applications

   – Drove the universal adoption of the DOI within STM Journal
     Publishing (>300 international publishers, >10 million DOIs)

   – Entire sector has now made its content the center of an online
     “ecosystem” embracing readers, authors, libraries, distributors,
     other content partners

• Now driving adoption in several industries (publishing,
  healthcare, educational materials, still images, music…)

• Privately-owned company                          56
Selected Customers



Warner Music
Group




                  57
Study Documents 12-to-1 Payback
                                Available free via its DOI:
                               http://dx.doi.org/10.1220/eps1

•   Scenario: Book Publisher with 3,000 titles

•   Conducted by consulting firm EPS

•   Commissioned by CDI, but conducted via independent interviews with CDI customers,
    non-CDI customers, and other organizations that offer similar results via different (and more
    expensive) approaches

•   12-to-1 ROI is for only the first of four areas of DOI benefit (Content Marketing).

•   Three forthcoming papers to address other areas of DOI payback such as Better/Broader
    Syndication/Distribution, Faster/More Flexible Online Partnering, and Supply-Chain
    Efficiency. 2nd paper currently underway (Syndication/Distribution).
                 Source: EPS    Area of DOI Impact                Key Measures


                 Revenue       Discoverability       More e-store traffic from potential
                 Growth                              buyers
                               Site Usability        Higher conversion rates – turning
                                                     visitors into buyers

                               Merchandising         Selling more to each visitor to the site


                 Cost
                 Reduction
                               Web Content
                               Maintenance                                             58
                                                     Increased IT and editorial productivity
CDI Widely Recognized as the
                       Leader
                  in the DOI Space
•   Only company profiled extensively by tech guru Esther Dyson in
    Release 1.0. (See “Online Registries: The DNS & Beyond” – Sept 2003;
    DOI: http://dx.doi.org/10.1340/309registries). Dyson places CDI and the
    Handle System in context of the future of the entire Internet, and at the
    center of the major Registry initiatives on the Internet today, including
    RFID tags and even Internet telephony.

•   CDI’s internal enterprise product (CDI IntraConnect™) recognized in
    Seybold Reports (Bill Rosenblatt, "ECI Progress Report: More Solutions
    Arrive“ Aug 2003 http://www.seyboldreports.com/TSR/0310page1.html)

•   NYNMA Award as a “Top Technology Company of 2002”

•   Named one of the “Hot 10” emerging companies at RVC SoftEdge 2003
    Conference (Sept 2003)

•   Many testimonials to both CDI and the DOI, incl. Terry McGraw, Bob
    Bolick, Pat Schroeder, Robert Kahn and many others under “News –
                                                          59
    Testimonials” at http://www.contentdirections.com
Opinions from Industry Leaders

•   Patricia Seybold: “We predict that, within five years, the DOI standard will be used to tag
    any “published” material from any industry—that is, all content or information that is officially
    released for consumption, whether within or outside of your firewalls.”

•   Harold McGraw III: “The DOI is…a standard that will contribute strongly to the development
    of the e-book marketplace and the market for all digital content, and deserves the support of
    the publishing community."

•   Dr. Robert Kahn: “The applications…and related technology being brought to market by
    Content Directions and the other participants [Microsoft, Adobe, etc.]…represent the tip of
    the iceberg in terms of the economic value that will be unleashed by the widespread
    adoption of this new approach.”

•   Steve Sieck (EPS): “A unique aspect of CDI’s approach is a contextual multilinking
    capability… By developing software that essentially automates the registration of new
    content, inter-relates its associated metadata, and creates “purchasing links” to retailers,
    CDI has streamlined the implementation process to the point where a publisher’s primary
    task is identifying how DOIs can be deployed most strategically... [T]he vision of content IDs
    bringing order to a chaotic digital world seems a bit closer.”
                                                                           60
ONLY CDI Offers a Full Range of DOI
           Services Required for Customer
                      Success
•   Permanent Links
•   Improved discoverability supporting all business models
•   MultiLinks™ as well as UniLinks
•   Interlinking of related content:
         • Not just initially, but ongoing.
         • Not just within a business unit, but across business units.
         • Not just within a company but across companies
•   Continuous integrity-checking of all links. Repairs/alerts as nec.
•   All levels of “granularity”
•   Track traffic/sales for business case & ROI
•   Syndication & partnering capabilities, with no tech development or
    operational setup
•   Value-added tools for DOI registration, management, quality-assurance,
    look-ups                                              61
Strategy and Business Case                                                      CDI Consulting
• Education
   Overviews or intensive workshops tailored to Executives and/or Staff.
                                                                             Methodology (hi-level
• Business Case                                                                   summary)
   Identify increased revenues, cost savings, and implementation costs


             Business Planning
             • “State-of-Readiness” assessment of:
                Editorial, Marketing, and Production workflow; IT systems;
                E-commerce systems; Back-office systems
             • Develop DOI-based product strategy
             • Develop implementation recommendations


                            Implementation Planning
                            • Metadata assessment
                            • Detailed cost-benefit analysis
                            • Define implementation project


                                        Implementation
                                        • CDI will act as project manager and general contractor
                                           • Custom development or off-the-shelf package integration (Content
                                             Mgmt/Web Publishing Systems, Digital Rights Mgmt, E-Commerce...)


                                                           Post- Implementation Value-Added Services
                                                           • CDI will develop or consult on developing company- or industry-
                                                           specific value-added applications. E.g.:
                                                                    • Reference Linking
                                                                    • Automation of relationships with online bookstores/
                                                                      syndicators/aggregators
                                                                    • Advanced DRM solutions
                                                                                               62
                                                                    • “Multiple-resolution” applications
Or: JUST DOI-it
Two steps:
1)   Create your DOIs                             NOT a big IT Project!
2)   Use your DOIs
                                                       Hours, not days
•       To create DOIs:
    –      Specify the desired MultiLinks (a Marketing exercise: can be one mtg and/or a
           simple email response to a proposed standard menu)
    –      Export existing product metadata (from existing systems in existing form!)
    –      CDI does all the rest: creates the DOIs & MultiLinks, interlinks all related
           products, forever keeps the interlinking up-to-date, points to retailers for
           purchasing & other transactions, polices bad links, etc.
•       To use DOIs:
    –      Put them on your Web site, in PDF catalogs/brochures, etc. just like any other
           hyperlink, wherever you already refer to your products (example:
           http://books.mcgraw-hill.com)
    –      Syndicate them to other Web sites, portals, business partners, etc.
    –      Install CDI’s server code which displays the MultiLinks and also allows filtering
                                                                     63
           depending on who the audience is and where they are seeing your DOIs
CDI Contact Info
• David Sidman, CEO: (212) 792-1847
  dsidman@contentdirections.com
  IID (Internet ID - personal DOI): http://dx.doi.org/10.1570/dsidman


• Hal Espo, Consultant (Publishing & Information
  Industries): (917) 533-7375
  hespo@contentdirections.com


• Marty Kahn, Chairman: (212) 848-0401
  mkahn@rho.com

   CDI Web site: http://www.contentdirections.com
   Live Customer Examples: http://doi.contentdirections.com
65

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124 sidman

  • 1. New Capabilities of the DOI: a Win Knowledge 4 (win/win/win/win for End Users, Librarians, Publishers & Vendors) Society for Scholarly Publishing June 2, 2004 – San Francisco
  • 2. New Capabilities of the DOI A guided tour, with live examples, of the new capabilities of the Digital Object Identifier (DOI) – demonstrating its new value for: 1. End Users (Knowledge Workers, Students, Professors) CrossRef now represents a whole ecosystem: >10 million STM Journal Articles, >300 publishers 2. Librarians internationally, other parties in value chain But only the tip of the iceberg: new capabilities 3. Publishers take the DOI another quantum leap in potential See “Not Your Father’s DOI: New Applications Show Wider Promise” – by Steve Sieck, EPS 4. Vendors 2
  • 3. End Users (Knowledge Workers, Students, Professors) 1. Content is richer, more functional, contextually interlinked 2. Content is easier to find:  contextually (from other content)  within search engine rankings  via 3rd party websites (portals, news sites, reviews, author sites)  on their own intranets 3. Content is easier to use and integrate into the work process  Internal reports, footnotes, bibliographies  Intranets, local Knowledge Mgmt systems, Collaboration systems, LMS  Professors’ websites, online syllabus/req’d reading, assignments 3 McGraw-Hill World Aviation Directory (+ Aviation Week, Business Week, S&P) - McGraw-Hill Access Science - DOI within email HBSP Textbook Map PDF –- SRI - WebMD
  • 4. Librarians 1. Recapture your patrons from Google & other search engines 2. Drive up the utilization of the content you have paid for 3. Measure & document this higher utilization – better justify your content purchases & subscriptions; retain or increase your content budget 4. Deliver greater patron satisfaction via superior content 5. Enjoy improved functionality from your vendor systems (IOLS, ILL, LMS, Document Delivery, Subscription admin) 6. Reduce intranet-related costs, esp. in maintaining content access as integrated with internal intranet & navigation 4
  • 5. Evidence of Utilization : DOI traffic via Googl >3X greater than regular Web site traffic DOI Traffic Report - Major Educational Publisher 7000 6000 5000 Total Visits 4000 3000 2000 1000 0 1 2 3 4 5 Total Visits from 1451 2329 2272 2081 Publisher's Web site Total Visits from 178 1079 5118 6469 DOIs January - April 2003 5
  • 6. Publishers (incl. Aggregators) 1. Produce and deliver better/rich content: more functional, contextually interlinked 2. Interlinked content itself becomes a sales/marketing tool: exposes users to related offerings 3. Content is easier to find, therefore drives up utilization  contextually (from other content)  within search engine rankings  via 3rd party websites (portals, news sites, reviews, author sites)  on customers’ own intranets 4. Higher utilization means: higher renewal rates, more seats or concurrent users, more enterprise-level deals 5. Easier integration into the end-user work process means: greater customer lock-in, greater customer satisfaction 6 CDI Customer Examples - McGraw-Hill World Aviation Directory (+ Aviation Week, Business Week, S&P) - WebMD
  • 7. Publishers (incl. Aggregators) – cont’d 1 More EXTERNAL benefits – broader, more flexible, yet less expensive partnering, syndication, distribution: 1. Partner with complementary content providers – increasing distribution and exposure to new audiences – yet with zero technology investment or operational setup 2. Syndicate/distribute to new, highly-qualified audiences 3. Measure the success of new partnerships/syndication relationships 4. If not working, change “on the fly” 5. Implement new business models, bundlings/packagings, access control approaches – all “on the fly” 6. Enable superdistribution 7 Greenwood (“Add this Link to Your Site”) - Syndication to fan sites (Warner Music) - Hoovers-Snapshots-Harvard Business Partnering demo – SRI PDF excerpt
  • 8. Publishers (incl. Aggregators) – cont’d 2 INTERNAL benefits – improve Content Mgmt/DAM to reduce costs, enable rapid/flexible product development, and integrate heterogeneous internal systems (not just multiple CMS/DAM, but others too): 1. Identify and interlink all related content assets internally (no more “Silos”) 2. Unify multiple asset repositories (across different systems, platforms, departments, management processes) – without modifying these other systems or disrupting staff 3. Interlink content assets with related info in other systems never before interlinked: rights info, contracts, sales tracking, advertising… 4. Create new or recombinant products more rapidly (incl. granular publishing, custom publishing) 5. Bring them to market faster 6. Transition seamlessly to the Web when the content is published externally (internal DOI migrates smoothly to external DOI) 7. Accomplish all of the above via existing installed systems 8 SRI or M-H Aviation - Gale E-Docs - McGraw-Hill Access Science --- CDI IntraConnect/Canto Cumulus
  • 9. Vendors All previous benefits can be delivered via existing installed vendor systems, with minimal modification  CMS/DAM systems can migrate upstream from dept-level solution to “enterprise dashboard” interlinking multiple CMS/DAM systems, and/or linking related systems like Rights, Contracts, Sales Tracking, Advertising…  Knowledge Management systems, Collaboration systems, Learning Mgmt systems can seamlessly, permanently & persistently interlink all related internal content, and/or related external content  IOLS, ILL, DocDel,intranets – all can support local linking as customized to the needs of the local institution, while still benefiting from the permanence/persistence of the DOI and its infrastructure. They can also streamline/reduce their administrative costs & effort. 9 
  • 10. Win Knowledge 4 Win/win/win/win (win4) for: End Users, Librarians, Publishers & Vendors  Utilizes standards-based, robust, internationally-support DOI infrastructure  Clear and well-documented business case  Allows customization by all players in value-chain  CDI Win4Knowledge program and suite of products/services 10
  • 11. What’s new here?  DOI for internal use (content mgmt) as well as external (public) use  Turnkey implementation (e.g. 2-5 hours of customer time)  CDI has fully automated MultiLink creation & ongoing maintenance  Business case now well-documented (both revenue and cost-savings)  Works for Aggregators as well as primary Publishers  CDI Win4Knowledge program and suite of products/services – now supports Libraries, Aggregators and Vendors in addition to Publishers  Adoption has spread across media, across industries  Syndication/Distribution/Partnering capability, w/no tech or operations  More metadata standards: Dublin Core, ONIX, soon PRISM, SCORM 11  No more per-DOI pricing
  • 12. Further Drill-Down • Content Management/DAM • Syndication/Distribution/Partnering • Digital Rights Management • What is the DOI? • Who is CDI? 12
  • 13. The Dilemma of Scalable DAM • Single-vendor, centralized enterprise solutions don’t succeed – Seybold Report article, Jan 2002 – Forrester Research report, Jan 2003 – Jupiter Research report, Jan 2003 – Our own real-world experience • Workgroup-level solutions are problematic – Don’t scale or… – Are considered overkill for workgroups 13
  • 14. All the Experts Agree “[DAM] has been a virtual Tower of Babel at large media companies. As they deploy more and more [different] types of systems, they get further and further away from the original concept of enterprise content management—the “anyone can do anything with any content anytime” vision. Publishing executives have recognized this problem and would like to solve it. But until now, there have been two choices of solution: either scrap everything that has been built in favor of yet another attempt at building the Grand Unified Content Management & Distribution System, or build new technology around existing systems that integrates them into a seamless whole. Both of these approaches require major custom development and integration projects that tend to take well over a year to complete and to have price tags hovering around the eight-figure mark. Enterprise Content Integration (ECI) is a name we’re giving to a new technology concept that makes the solution to the Tower of Babel problem considerably cheaper and faster, while enabling easy expansion to new types of online product distribution for media companies.” Seybold Report article, Enterprise Content Integration: Next Step Beyond DAM? January 2002 14
  • 15. All the Experts Agree - 2 “Enterprisewide digital asset management (DAM) is a myth for media companies. Publishers and networks should attack specific workflows with open, cheap, modular tools – not with galactic DAM deployments.” Forrester Research report, Don’t Go Broke Managing Digital Assets January 2003
  • 16. All the Experts Agree - 3 “Companies … can save months of development time and, in some cases, millions of dollars by deploying federated content management (FCM) in lieu of centralizing or taking on messy point-to-point integrations. While the ends of enterprise content management are admirable, centralizing on a single solution is infeasible for most companies. In some cases, consolidating on a single platform can prove disastrous for a large company, even beyond the point of zero return on investment.” Jupiter Research report, Federated Content Management January 2003
  • 17. Scaling DAM: Overcoming the Dilemma with a New Approach • Leave departmental solutions in place – Protect recent investments • Integrate them into an enterprise framework – Minimally disrupt current processes • Adopt federated instead of one-size-fits-all approach – Accommodate new & different systems over time • Provide most benefits of enterprise DAM at far less cost and deployment time – Achieve 80/20 rule 17
  • 18. ECI: a Practical Approach to Enterprise Content Management ECI = Enterprise Content Integration: • Build enterprise content catalog – Can be based on existing, installed commercial product • Standardize on common metadata subset – Normalize individual metadata sets • Integrate content catalog with workgroup & department level content systems – Use DOIs as integration mechanism 18
  • 19. Essential Benefits of ECI 1. Know what you have 2. Find what you want 3. Know where it lives 4. Know whether you have the rights to use it 5. Be able to get it 19
  • 20. Comparison of Effort* DOI-enabled ECI Enterprise DAM Resource Cost Resource Cost Create common layer of people Create metadata standards L people H metadata standards for entire enterprise Acquire metadata creation skills people H Acquire metadata creation skills people H Populate lightweight common people Populate large enterprise people L H metadata set and create DOIs metadata set Convert to XML on back end tools Migrate to XML-based content tools & M VH as needed creation tools & processes people Build metadata catalog & tools M Build central asset store tools H harvesting functionality Migrate content to central tools & Leave content where it is - - H asset store people Integrate with content creation tools Integrate with content tools M H & distribution tools distribution tools *For more details, see white paper Enterprise Content Integration with the DOI: A Business Case 20 for Information Publishers, by Bill Rosenblatt, DOI: http://dx.doi.org/10.1220/whitepaper5
  • 21. Quantitative Benefits - Examples* • Cost avoidance of ~$120k for a vertical market information publisher building a new cross-brand Web portal. • Annual incremental revenue of $700k for a periodical publisher from being able to publish more books per year of repurposed periodical content. • A 94% reduction in staff effort, representing a potential savings of over $400k per year, for a textbook publisher building Web sites to accompany textbooks. • Over $1.2 Million in incremental revenue for a publisher of financial information from selling documents through third- party investment selection tools. *For more details, see white paper Enterprise Content Integration with the DOI: A Business 21 Case for Information Publishers, by Bill Rosenblatt, DOI:http://dx.doi.org/10.1220/whitepaper5
  • 22. Example: CDI IntraConnect as integrated with Canto Cumulus 22
  • 23. Reduce/Avoid Costs by “Future-Proofing” ECI - and the DOI generally - future-proofs all parties against… …changes in external vendors …changes in business models …changes in technology …changes in internal systems …changes in external partners 23
  • 25. Further Drill-Down: Syndication/Distribution/Partnering • Distribute links instead of loading content! • Never again have to police and maintain broken links • Customize existing DOI functionality to needs throughout the value chain • Easy to implement & customer • CDI MultiLink Syndicator™ – live example (Greenwood Publishing “Add this Link to Your Site”) – product description (http://doi.contentdirections.com/syndicator_bookdemo/letter.cgi) • Partner rapidly/flexibly with zero cost/effort in technology development or operational setup 25 (http://doi.contentdirections.com/hoovers_snapshots_hbsp/)
  • 26. One Example of Cost Reduction: Cost of Bilateral linking agreements Publishers Agreements 5 10 25 300 50 1225 N ½N(N-1) © International DOI Foundation
  • 27. Centralized linking agreements Common interchange N publishers = N links © International DOI Foundation
  • 28. Further Drill-Down DOI: The Keystone to Digital Rights Management (DRM) 28
  • 29. Why the DOI is the Missing Link for Practical, Reliable, User-Friendly DRM • Enables interoperability between systems (like any other universal standard identifier) • Enables permanent links between all parties – links which never break, despite changes in DRM vendors, outsourcing/insourcing of various parts of the DRM chain, revamping/replacement of component systems in the chain, etc. • Permits links to be updated dynamically over time – to offer new services, redesign websites, change business partners, etc. (in addition to replacing or reconfiguring DRM systems) - all without affecting any other systems or having to re-master and re-distribute the content itself. • Can be assigned to non-content "objects", thus extending the same identification and linking benefits to all the other "objects“ involved in the DRM process: customer records, digital signatures, digital certificates, watermarks, artist records, contracts, licenses, access control records, etc. • ONLY practical method of enabling superdistribution (the "Holy Grail" of DRM) – no other way to ensure persistence and reliability after content gets shipped out the door and goes into P2P pass-along mode • Supports far more robust anti-piracy per se • Unlocks the full marketing potential of DRM by empowering "granular" or "recombinant" content – including free samples vs paid full-content, pay-as-you-go, rent temporarily, subscribe, etc. 29
  • 30. Drill-down on Interoperability throughout the DRM Value Chain Secure Wrapping/E Wrapping/ © Encryption ncryption Rights specification: Publisher DRM -Read-only © © Packaging -Copy and Paste Software -Forward -Print 30
  • 31. Drill-down on Interoperability throughout the DRM Value Chain Secure Wrapping/ Content Encryption Hosting Rights specification: Publisher © DRM -Read-only © Packaging -Copy and Paste Meta- Software -Forward data -Print 31
  • 32. Drill-down on Interoperability throughout the DRM Value Chain Secure Wrapping/ Wrapping/ © Content Encryption Encryption Hosting Rights specification: Publisher © DRM -Read-only © © Packaging -Copy and Paste Meta- Software -Forward data -Print -Visited Publisher website, and been referred to copy of encrypted content -Linked to encrypted content from an index or library catalog -Received the encrypted file from a friend or colleague (superdistribution) Customer © 32
  • 33. Drill-down on Interoperability throughout the DRM Value Chain Secure Wrapping/ Wrapping/ © Content Encryption Encryption Hosting Rights specification: Publisher © DRM -Read-only © © Packaging -Copy and Paste Meta- Software -Forward data -Print • Credit card validation E-Commerce Rights • Billing Vendor • Reporting Clearinghouse $ • Checks user ID • Checks rights assigned (if any) to user by Publisher • Takes payment • Issues key or Permit • Reports to Publisher (either aggregate sales numbers or individual customer information) Customer © © 33
  • 34. Drill-down on Interoperability throughout the DRM Value Chain Secure Wrapping/ Content Encryption Hosting Rights specification: Publisher © DRM -Read-only Packaging -Copy and Paste Meta- Software -Forward data -Print • Credit card validation, E-Commerce Rights • Billing Vendor • Reporting Clearinghouse Content Distributors/ • Checks user ID • Checks rights assigned (if any) to user by Publisher Syndicators/ • Takes payment Aggregators • Issues key or Permit • Reports to Publisher (either aggregate sales numbers or individual customer information) © Customer ©CustomerCustomer Customer © Customer © © 34
  • 35. Drill-down on Interoperability throughout the DRM Value DOI Chain DOI Secure Wrapping/ Content Encryption Hosting DOI DOI DOI Publisher © DRM Packaging Meta- Software data DOI DOI E-Commerce Rights Vendor Clearinghouse DOI Content Distributors/ Syndicators/ Aggregators How can all these transactions flow © Customer ©CustomerCustomer successfully ??? Customer © Customer © © 35
  • 36. Drill-down on Interoperability throughout the DRM Value DOI Chain DOI Secure Wrapping/ Content Encryption Hosting DOI DOI DOI Publisher © DRM Packaging Meta- Software data DOI DOI E-Commerce Rights Vendors Clearinghouse DOI Content Distributors/ Syndicators/ Aggregators © Customer ©CustomerCustomer Customer © Customer © © 36
  • 37. Drill-down on Interoperability throughout the DRM Value Chain Secure Wrapping/ Content Encryption Hosting Publisher © DRM Packaging Meta- Software data E-Commerce Rights Vendors Clearinghouse Content Distributors/ Syndicators/ Aggregators © Customer ©CustomerCustomer Customer © Customer © © 37
  • 38. Further Drill-down What is the Digital Object Identifier (DOI)? 38
  • 39. What is the DOI? • An identifier system with a linking system behind it • Identifies any kind of “object” (music, film, book, article, database record, watermark, person…) • Links based on the identifier are: – Permanent (routing is updated via one central record in a global directory) – MultiLinking (one-to-many linking, not just to a single page like a URL) • The underlying routing system is: – Free to end-users – Minimum-cost to businesses (part of Internet infrastructure, like DNS) – Scaleable – Industry-standard 39
  • 40. Origins & Pedigree • Invented by Internet Pioneer Dr. Robert Kahn (co-inventor of TCP/IP, packet switching, etc.) • Funded by DARPA (which also funded Dr. Kahn’s construction of the ARPAnet) • CNRI (Corporation for National Research Initiatives): Dr. Kahn’s non-profit research organization; runs IETF, IAB, XIWT, other bodies which manage Internet’s infrastructure • Motivation was to address the “fragility” of the Web • Identification and linking based on permanent IDs, not temporary locations • Unify heterogeneous information repositories at the “information” level, just as Internet did at the “data communications” level 40
  • 41. Drill-down: “What is the DOI?” 1. As an identifier, the DOI is… “The UPC (Bar Code) for the Internet” 2. As a linking mechanism, the DOI is… “The Next-Generation URL” 41
  • 42. “The UPC (Bar Code) for the Internet” • Any type of content: text, music, film, video, photographs, software… • Any level of granularity: whole book, individual chapters, illustrations, data sets, tables, music tracks, versions (e.g. dif. resolutions)… • Compatible with (superset of) any & all other numbering schemes (ISBN, ISSN, ISWC, UPC…) • Once assigned, never changes (“A DOI is Forever”) 42
  • 43. DOI Number Format – incorporates any existing number or identifier DOI Prefix Suffix http://dx.doi.org/10.1036/0071362940 (makes the DOI into a hyperlink) 10.1065/abc123defg = the whole DOI 10.1065 = Owner’s Prefix abc123defg = Suffix • Suffix can be ISBN, UPC, CUSIP or any internal Access Number, proprietary number, or random number • any length; any combination of numbers, letters, or foreign character sets (supports Unicode) • A DOI is an opaque string (a “dumb number” - a good thing – essential to its permanence) • Expressed as a URL: http://dx.doi.org/doi_number - makes it backward-compatible with URLs and the Web, until we see doi://… instead of http://…
  • 44. Why a “UPC (Bar Code) for the Internet?” • Globally-unique ID: identifies the object uniquely, universally, unambiguously • Enables computers to talk to each other about it • Interoperate smoothly, eliminate errors, reduce costs • Across companies, across systems, across platforms • Across transactions of all kinds: sale, distribution, syndication, rights/permissions, access control, authentication, branding… 44
  • 45. Unifying the entire value chain Customer / End User Services Customers / End Users Search DOI Subscription Technology DOI Agents Providers Individuals DOI Search DOI Engines Universities Abstracting and DOI Indexing (A&I) Library DOIServices Automation Libraries SystemDOI DOI Corporations Vendors DOI Publishers/ Publishers Aggregators DOI DRM E-Commerce Editorial / Content DOI Content Services DOI Vendors/ Service Prep Systems Hosting DOI Providers Providers DOI Rights DOI Content DOI DOI Web Typesetters Publishing Clearinghouses Content DOI Management Distributors/ Systems Systems Aggregators/ Online Syndicators DOIPrinters/ Authors / Bookstores DOI Creators DOI Manufacturers 45 Distribution and Sale of Content Content Creation/Supporting Services
  • 46. “The Next-Generation URL” • A central directory provides a level of indirection between the ID and its location(s) or services • Analogous to DNS: a single directory logically, but distributed physically • All broken links everywhere can be fixed via a single central update • New destinations or services can be added at will • Linking is now one-to-many (“MultiLinks”™) • MultiLinks are always up-to-date; never stale • Via CDI’s implementation, these links can serve needs locally as well as globally (e.g. linking within a university environment or corporate Intranet, or linking within a Media company for DAM/MAM purposes) 46
  • 47. Why a “Next-Generation URL?” URLs are not sufficiently reliable http gopher ftp Total Number of journals 33 26 2 URLs listed 81 36 29 148 % functional 67% 28% 31% 50% Data from Ford& Harter, College and Research Libraries, July 1998 Brewster Kahle (1997): half life of a URL = 44 days OCLC (2002): 20% of public websites from 9 months ago are now gone SnapNames (2002): # of expiring domains now exceeds those new/renewed
  • 48. URLs point via a LOCATION URL URL URL Content URL URL URL URL URL URL URL URL URL URL URL 48
  • 49. Locations change! URL URL URL 404 URL URL File not found URL URL URL URL URL Content URL URL URL URL 49
  • 50. DOIs point via a permanent, object-level identifier… URL DOI URL DOI Publisher URL DOI Content DOI URL DOI URL DOI URL DOI directory DOI URL DOI URL URL DOI URL DOI Content DOI URL DOI URL URLDOI DOI URL 50
  • 51. …thru a central, distributed directory (like DNS), but far DOI more scalable DOI Publisher Internet DOI DOI DOI DOI DOI directory directory DOI directory DOI DOI directory DOI DOI DOI directory DOI DOI Content DOI DOI DOI DOI 51
  • 52. DOIs also point “one-to- many,” not just to a single page DOI DOI Publisher DOI CDI Multi-Linking DOI DOI •purchase content DOI •get metadata directory •get price quote DOI •request rights clearance DOI •request permissions DOI DOI DOI Content DOI DOI DOI DOI DOI 52
  • 53. …and can therefore be re- directed as desired DOI DOI Publisher DOI CDI Multi-Linking DOI DOI •purchase content DOI •get metadata directory •get price quote DOI •request rights clearance DOI •request permissions DOI DOI DOI DOI DOI DOI Bookstore Bookstore DOI DOI 53
  • 54. * * * Live Examples * * * (both large & small, commercial & non-profit) available on the Web at http://www.contentdirections.com For demos click links under “See the DOI in Action” For live Customer Examples click “Live Customer Examples” or http://doi.contentdirections.com 54
  • 55. Further Drill-down Who is Content Directions, Inc. (CDI)? 55
  • 56. Who is CDI? • First business created specifically to help organizations implement the DOI standard • Founded and led by DOI pioneers with unparallelled experience creating innovative DOI applications – Drove the universal adoption of the DOI within STM Journal Publishing (>300 international publishers, >10 million DOIs) – Entire sector has now made its content the center of an online “ecosystem” embracing readers, authors, libraries, distributors, other content partners • Now driving adoption in several industries (publishing, healthcare, educational materials, still images, music…) • Privately-owned company 56
  • 58. Study Documents 12-to-1 Payback Available free via its DOI: http://dx.doi.org/10.1220/eps1 • Scenario: Book Publisher with 3,000 titles • Conducted by consulting firm EPS • Commissioned by CDI, but conducted via independent interviews with CDI customers, non-CDI customers, and other organizations that offer similar results via different (and more expensive) approaches • 12-to-1 ROI is for only the first of four areas of DOI benefit (Content Marketing). • Three forthcoming papers to address other areas of DOI payback such as Better/Broader Syndication/Distribution, Faster/More Flexible Online Partnering, and Supply-Chain Efficiency. 2nd paper currently underway (Syndication/Distribution). Source: EPS Area of DOI Impact Key Measures Revenue Discoverability More e-store traffic from potential Growth buyers Site Usability Higher conversion rates – turning visitors into buyers Merchandising Selling more to each visitor to the site Cost Reduction Web Content Maintenance 58 Increased IT and editorial productivity
  • 59. CDI Widely Recognized as the Leader in the DOI Space • Only company profiled extensively by tech guru Esther Dyson in Release 1.0. (See “Online Registries: The DNS & Beyond” – Sept 2003; DOI: http://dx.doi.org/10.1340/309registries). Dyson places CDI and the Handle System in context of the future of the entire Internet, and at the center of the major Registry initiatives on the Internet today, including RFID tags and even Internet telephony. • CDI’s internal enterprise product (CDI IntraConnect™) recognized in Seybold Reports (Bill Rosenblatt, "ECI Progress Report: More Solutions Arrive“ Aug 2003 http://www.seyboldreports.com/TSR/0310page1.html) • NYNMA Award as a “Top Technology Company of 2002” • Named one of the “Hot 10” emerging companies at RVC SoftEdge 2003 Conference (Sept 2003) • Many testimonials to both CDI and the DOI, incl. Terry McGraw, Bob Bolick, Pat Schroeder, Robert Kahn and many others under “News – 59 Testimonials” at http://www.contentdirections.com
  • 60. Opinions from Industry Leaders • Patricia Seybold: “We predict that, within five years, the DOI standard will be used to tag any “published” material from any industry—that is, all content or information that is officially released for consumption, whether within or outside of your firewalls.” • Harold McGraw III: “The DOI is…a standard that will contribute strongly to the development of the e-book marketplace and the market for all digital content, and deserves the support of the publishing community." • Dr. Robert Kahn: “The applications…and related technology being brought to market by Content Directions and the other participants [Microsoft, Adobe, etc.]…represent the tip of the iceberg in terms of the economic value that will be unleashed by the widespread adoption of this new approach.” • Steve Sieck (EPS): “A unique aspect of CDI’s approach is a contextual multilinking capability… By developing software that essentially automates the registration of new content, inter-relates its associated metadata, and creates “purchasing links” to retailers, CDI has streamlined the implementation process to the point where a publisher’s primary task is identifying how DOIs can be deployed most strategically... [T]he vision of content IDs bringing order to a chaotic digital world seems a bit closer.” 60
  • 61. ONLY CDI Offers a Full Range of DOI Services Required for Customer Success • Permanent Links • Improved discoverability supporting all business models • MultiLinks™ as well as UniLinks • Interlinking of related content: • Not just initially, but ongoing. • Not just within a business unit, but across business units. • Not just within a company but across companies • Continuous integrity-checking of all links. Repairs/alerts as nec. • All levels of “granularity” • Track traffic/sales for business case & ROI • Syndication & partnering capabilities, with no tech development or operational setup • Value-added tools for DOI registration, management, quality-assurance, look-ups 61
  • 62. Strategy and Business Case CDI Consulting • Education Overviews or intensive workshops tailored to Executives and/or Staff. Methodology (hi-level • Business Case summary) Identify increased revenues, cost savings, and implementation costs Business Planning • “State-of-Readiness” assessment of: Editorial, Marketing, and Production workflow; IT systems; E-commerce systems; Back-office systems • Develop DOI-based product strategy • Develop implementation recommendations Implementation Planning • Metadata assessment • Detailed cost-benefit analysis • Define implementation project Implementation • CDI will act as project manager and general contractor • Custom development or off-the-shelf package integration (Content Mgmt/Web Publishing Systems, Digital Rights Mgmt, E-Commerce...) Post- Implementation Value-Added Services • CDI will develop or consult on developing company- or industry- specific value-added applications. E.g.: • Reference Linking • Automation of relationships with online bookstores/ syndicators/aggregators • Advanced DRM solutions 62 • “Multiple-resolution” applications
  • 63. Or: JUST DOI-it Two steps: 1) Create your DOIs NOT a big IT Project! 2) Use your DOIs Hours, not days • To create DOIs: – Specify the desired MultiLinks (a Marketing exercise: can be one mtg and/or a simple email response to a proposed standard menu) – Export existing product metadata (from existing systems in existing form!) – CDI does all the rest: creates the DOIs & MultiLinks, interlinks all related products, forever keeps the interlinking up-to-date, points to retailers for purchasing & other transactions, polices bad links, etc. • To use DOIs: – Put them on your Web site, in PDF catalogs/brochures, etc. just like any other hyperlink, wherever you already refer to your products (example: http://books.mcgraw-hill.com) – Syndicate them to other Web sites, portals, business partners, etc. – Install CDI’s server code which displays the MultiLinks and also allows filtering 63 depending on who the audience is and where they are seeing your DOIs
  • 64. CDI Contact Info • David Sidman, CEO: (212) 792-1847 dsidman@contentdirections.com IID (Internet ID - personal DOI): http://dx.doi.org/10.1570/dsidman • Hal Espo, Consultant (Publishing & Information Industries): (917) 533-7375 hespo@contentdirections.com • Marty Kahn, Chairman: (212) 848-0401 mkahn@rho.com CDI Web site: http://www.contentdirections.com Live Customer Examples: http://doi.contentdirections.com
  • 65. 65

Hinweis der Redaktion

  1. This slide shows the structure of the DOI identifier string