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Standards Update

Nettie LagaceNISO Associate Director for Programs

nlagace@niso.org

January 27, 2013

Active Working Groups

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PIE-J IOTA KBART Supplemental Journal Article Materials

Today’s Slate

KBART: A simple metadata exchange format

• 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

KBART Benefits

• Standards / industry organisations– UKSG and NISO

• Working group members (stakeholders):– Knowledge base vendors &

Subscription Agents• Ben Johnson, Serials Solutions• Christine Stohn, Ex Libris• Paul Moss, OCLC• Sheri Meares, EBSCO• Marieke Heins, Swets

– Content Providers (Publisher & Aggregators)• Matthew Llewellin, The Royal

Society• Gary Pollack, Cengage Learning

• Rose Robinson, Publishing Technology

• Andreas Biedenbach, Independent• Ruth Wells, Taylor & Francis• Julie Zhu, AIP• AIP, T&F, Royal Society Publishing,

Publishing Technology, Cengage Gale, Swets, Springer

– Libraries & Consortia• Magaly Bascones, JISC• Sarah Price, University of

Birmingham• Louise Cole, Kingston University• Chad Hutchens, University of

Wyoming• Jason Price, Claremont

Colleges/SCELC• Liz Stephenson, University of

Edinburgh

Who is behind KBART? Phase II

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????

KBART’s lifespan

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.

KBART Phase II

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 practice5. Ensure that you have a process in place for

regular data updates6. Register your organization on the KBART registry

website: http://bit.ly/kbartregistry

Publisher Involvement

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.

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

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

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

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

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

Working Group Connection

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nlagace@niso.org

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Thank You!