1. Ringgold Webinar Series: Session 3 February 12, 2014

2. Todays Agenda The changing landscape of discovery and collectiondevelopment & why it matters Discovery platforms and discovery layers Current industry initiatives surrounding publication metadata Strategies, tactics and potential pitfalls Ringgold's ProtoView service using data to power discovery 3. What do we need to describe?People Authors Members Editors & other contributors Customers / subscribersPlacesPublicationsCustomers/Suppliers Universities/libraries Publishers / Agents FundersBooks & ebooks Journals Articles Chapters 4. What do we need to describe?People Authors Members Editors & other contributors Customers / subscribersPlacesPublicationsCustomers/Suppliers Universities/libraries Publishers / Agents FundersBooks & ebooks Journals Articles Chapters 5. Warning: Lack of high quality information reduces the likelihood of content to be discovered. 6. Content is King? Metadata is the real ruler of the realm Good quality data is the foundation of effective promotion Using narrative descriptions of content has always beenimportant, but is having a greater impact than ever 7. Lifecycle of Metadata 8. Evolution of Search & Discovery WSDS Consortia Improved online accessJust in time Demand Driven AcquisitionOnline OPACsWeb searchInstant gratificationPartner holdingsNon-linear lendingMetricsILL Card Catalogs HoldingsPrintLimited online accessKnowledge bases Remote patron access Online journals, books, databasesSupply chain increasingly complex. 9. Many terms tossed around Federated search, Metasearch, NextGen catalogs, discovery layers --- and now Web Scale Discovery Service An improved search experience has always been the motivation behind innovationThe latest generation of tools are something different. 10. A Definition of Web Scale Discovery A pre-harvested central index coupled with a richly featureddiscovery layer providing a single search across a librarys local, open access, and subscription collections. 11. The Black Box The people who know how these systems work arent telling 12. Next Generation Discovery Platforms 13. Not Just Another Search PDA/DDA are purchasing models that were ahead oftechnologys ability to properly accommodate. The acquisition systems developed in conjunction with WSD represent a logical progression of capabilities Patron-driven acquisition, or PDA, is not new, but it is on the rise. Approximately 400 to 600 libraries worldwide have switched to a patron-driven system for purchasing new works, and that number is likely to double over the next year 14. The Basics (More Is Better) Title Author Format ISBN Subject categories Imprint Link to publishers dedicated page Publication Date Price 15. Data = Sales Titles that meet the BIC Basic standard see average sales 98%higher than those that dont meet the standard Records with complete BIC Basic data but no image have average salesof 473% [higher] in comparison to those records which have neither the complete BIC Basic data elements or an image. The difference in average sales between records whichdont have enhanced metadata, and records which dohave enhanced metadata elements is on average over 2,600 units, which represents an increase of almost 700% 16. Portland State is no longer using subject selectors to build print collections we have moved to a pure Demand Driven Acquisitions model. Acquisitions Librarian, Portland State UniversityWe have heard similar statements from a range of libraries 17. Publication Metadata & Unique Identifiers 18. Content-related Identifiers ISSN, eISSN ISBN DOI LCCN ISTC ORCID ISNI 19. Important Identifier Initiatives ORCID BISG International taxonomy of subjects (Thema standard) ISNI CASRAI report Consortia Advancing Standards in ResearchAdministration Information (UK) FundRef 20. Practical advice about what to do and not do with your data 21. Strategy Suggestions Create the most complete metadata possible Distribute widely and efficiently Adhere to standards Uniquely describe each manifestation of a work Develop an internal policy to create uniform data across allpublished works 22. Practical Tactics Require authors to establish an ORCID profile Create links into content, the more specific the better Develop concise descriptions of content (not jacket copy) Include as much as practical e.g. abstracts of chapters areoften written by the authors themselves Apply unique identifiers to establish longevity of the metadata (e.g. ORCID, ISBN, ISSN, DOIs Ringgold ID, ISNI) Evaluate the benefits of working with outside partners to assist in metadata development, application and syndication 23. Pitfalls to Avoid Non-Standardized Naming Conventions Result: Poorly associated data in the supply chain. Example 1: Inconsistent author listings, e.g. John Smith, JSmith, Smith J etc. Solution: use ORCID numbers Example 2: Lack of affiliations between authors and institutionalcustomers. Solution: use the Ringgold or ISNI number Example 3: Inability to link author and customer data together.Solution: use the Ringgold or ISNI number 24. Pitfalls to Avoid (continued) Lack of or Inadequate Subject Classifications and Keywords: Result: Poor positioning in search results & missed sales Example 1: Applying non-standard subject classifications causes amismatch against what is expected by libraries or end-users Solution: Use standard classifications and best practices Example 2: Subjects applied without an international standard -cross-discipline keywords lacking e.g. Football in the US does not mean the same as Football in Europe. Solution: Use standard classifications + rich keywords and abstracts 25. Pitfalls to Avoid (continued) Lack of clarity regarding format and versions: Result: Confusion within sales and distribution channels Example 1: Users fail to find a compatible format for the title theywant Solution: Apply ISBNs correctly unique identifier for each e-edition Example 2: Citations are incorrect or inconsistent Solution: Apply version-specific pagination if appropriate Example 3: Links to content fail over time Solution: Apply DOIs to establish a persistent and reliable link Example 4: Data is not fully utilized/indexed by discovery systems Solution: Output information in industry standard formats (ONIX) 26. Using Data to Power Discovery 27. ProtoView Not Just Books A service that creates and disseminates publication metadataon behalf of scholarly publishers Developed from a successful model as the next generation of services to meet the needs of an evolving market Guided by industry best practices and standardsBuilt on the Book News, Inc. foundation and its 35 years of experience in providing promotional services for publishers 28. ProtoView in the supply chain 29. ProtoView 30. ProtoView bridges the gap between data and discovery Ringgold has developed the first service that combinesstandard identifiers and descriptive metadata (title and optional chapter abstract summaries) ProtoView is a publishers best route to establish an enhanced presence for publications within discovery and acquisition systems which are otherwise inaccessible 31. ProtoView offers: Rapid, professional production of enhanced metadata forboth print and e-books, journals and online content. Link to the supply chain Large scale dissemination Custom data profiles to accommodate any publisher need. Multi-channel approach to end users: Prompt delivery to discovery services Repackaged by library service companies New web interface customized for buyers of scholarly works Automatic alerts of new titles to end users of ProtoView.com 32. Some of the metadata included for books About the Book Keywords Book title Webpage ProtoView Abstract DOIs Table of Contents Supporting book information (e.g. Index, references, datasets, illustrations, etc.) Chapter Abstracts Publication date Series information Price Language Number of pages Alternate editions LC Class and Subjects Ringgold Subjects About the Publisher Publisher name Publisher Ringgold ID Publisher ISNI Publisher website Imprint Imprint Ringgold ID Imprint ISNI About Authors/Editors Author and/or Editor name(s) Author(s) ORCID number Institutional affiliation and location Affiliation Ringgold ID Affiliation ISNI 33. Our current licensees (selected): As a group, these leading resources are used in over 75% of US college libraries: Baker & Taylor TitleSource 3 Majors Education Solutions Content Cafe YBP GOBI Selection Database EBSCO Book Index with Reviews EBSCOhost databases Gale Cengage Gale Book Review Index Online Plus Ex Libris Primo ProQuest vLex.com Academic Research Library Canadian Business and Current Affairs ProQuest Central Research Library ProQuest Health and Medical ProQuest Humanities Module Eastern Book Company Book Lists Title Selection Database 34. References and further reading: JISC commissioned CASRAI Landscape study for the Organizational ID (UK) http://repository.jisc.ac.uk/5381/1/CC549D0011.0_org_ID_landscape_study.pdf The Ins and Outs of Evaluating Web-Scale Discovery Services by Athena Hoeppner http://www.infotoday.com/cilmag/apr12/Hoeppner-Web-ScaleDiscovery-Services.shtml Stakeholders Strive to Define Standards for Web-Scale Discovery Systems By Michael Kelley on October 11, 2012 http://www.thedigitalshift.com/2012/10/discovery/coming-into-focus-web-scale-discovery-services-face-growing-need-for-best-practices/White Paper: The Link Between Metadata and Sales By Andre Breedt, Head of Publisher Account Management; David Walter, Research and Development Analyst, 2012 http://www.isbn.nielsenbook.co.uk/uploads/3971_Nielsen_Metadata_white_paper_A4(3).pdf The BIC Basic standards for bibliographic data provision http://www.bic.org.uk/17/BIC-Basic/ Web-Scale Discovery in an Academic Health Sciences Library: Development and Implementation of the EBSCO Discovery Service DOI:10.1080/02763869.2013.749111JoLinda L. Thompsona*, Kathe S. Obriga & Laura E. Abatea Medical Reference Services Quarterly Volume 32, Issue 1, 2013 http://www.tandfonline.com/doi/abs/10.1080/02763869.2013.749111 Discoverability Challenges and Collaboration Opportunities within the Scholarly Communications Ecosystem: A SAGE White Paper Update by Mary M. Somerville, University of Colorado Denver;Lettie Y. Conrad, SAGE Collaborative Librarianship Vol 5, No 1 (2013) Affection for PDA By Steve Kolowich 2012 Inside Higher Ed http://www.insidehighered.com/news/2012/06/20/research-foresees-demand-driven-bookacquisition-replacing-librarians-discretion#ixzz2VWOAqWoUPersonal Identifiers: International Standard Name Identifier (ISNI) www.isni.org Open Researcher and Contributor ID (ORCID) www.orcid.org Scopus Author ID www.elsevier.com/online-tools/scopus ResearcherID -http://wokinfo.com/researcheridwww.ringgold.com www.protoview.com 35. Upcoming Webinars Session 4: 30-Minute Workout: Quick Tips for Better Customer Data Health Wednesday February 26. 30 minutes. Visit www.ringgold.com to see full descriptions & to register. 36. Jay Henry Chief Marketing Officerwww.ringgold.comJean Brodahl Publisher Relations