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Evolving Standards for Serials in the Electronic Resources Era
Ted Fons
Product Manager
Innovative Interfaces
Evolving Standards
• The Landscape• Challenges• ONIX for Serials / JWP• The Future
The Landscape
• Serials Data Containers:– Online Public Access Catalogs– Bibliographic Utilities– Union Databases– Publisher Databases– Subscription Agent Databases– Link Resolver/ERMS Coverage Databases
The Landscape
• Common Serials Transactions:
Transaction Format
Claims X12, EDIFACT, Proprietary
System migration MARC21, varied text
Holdings Reporting MARC21, varied text
Subscription Lists Varied text
A-Z Lists Varied text (mostly spreadsheets)
User Statistics Spreadsheets, XML
The Landscape: Challenges
Transaction Format Challenges
Claims X12, EDIFACT, Proprietary
Variety of formats
System migration MARC21, varied text Lack of standardization of format/data (text), lack of MARC21 implementation
Holdings Reporting MARC21, varied text Lack of standardization of format/data (text), lack of MARC21 implementation
Subscription Lists Varied text Lack of standardization of format
A-Z Lists Varied text (mostly spreadsheets)
Lack of standardization of format
User Statistics Spreadsheets, XML Lack of implementation of XML
The Landscape: Challenges
Transaction Format Challenges
Claims X12, EDIFACT, Proprietary
Variety of formats
System migration MARC21, varied text Lack of standardization of format/data (text), lack of MARC21 implementation
Holdings Reporting MARC21, varied text Lack of standardization of format/data (text), lack of MARC21 implementation
Subscription Lists Varied text Lack of standardization of format
A-Z Lists Varied text (mostly spreadsheets)
Lack of standardization of format
User Statistics Spreadsheets, XML Lack of implementation of XML
Solutions
• NISO/EDItEUR Joint Working Party (JWP)
JWP Overview
• What? – Proposed standard for exchange of online serials subscription
data• Who?
– NISO/EDItEUR Joint Working Party (JWP)• Why?
– Standardized transactions are more efficient• What else?
– Identifier issues• Where is this all going?
Serials Management Mess:It’s All Greek
• The problem: – Libraries, Publishers, and Publication
Access Management Services (PAMS) all exchange coverage data in different formats
– It is like saying the same thing in different alphabets: Hello ΈΛΛΩ
ЖЕЛЛО
Serials Management Mess:Transactions
• The problem: – Huge variety of business cases– See: The Exchange of Serials
Subscription Information by Ed Jones–http://
www.niso.org/standards/resources/SerialsWP.html
The Players
Libraries
Publishers
Publications AccessManagement Services (PAMS) / Subscription Agents
Transactions
• Titles held by publisher
•A-Z lists•Print Holdings
•Price lists•List of titles by publisher
•Electronic holdings
Serials Management Mess Today
ЖЕЛЛО
ΈΛΛΩ
Hello ЖЕЛ
ЛО
Serials Management Mess Tomorrow
Hello
Greetings
HelloGreetingsHel
lo
NISO/EDItEUR JWP Tasks
• Propose enhancements to ONIX for Serials to support exchange of serials subscription information
• Conduct pilot projects involving publishers, intermediaries, and libraries to demo ONIX for Serials as an exchange format for serials subscription information
Sample of NISO/EDItEUR JWP Contributors
• CrossRef• Ebsco• EDItEUR• Fretwell-Downing• Glasgow University• Innovative Interfaces• Johns Hopkins University• Library of Congress
• North Carolina State University
• OCLC• Otto Harrassowitz• Oxford University Press• Serials Solutions• University of Chicago
ONIX for Serials
• A family of standards for describing serials metadata:– Serial Title Record– Serial Item Record– Subscription Package Record
http://www.editeur.org/onixserials.html
• The new standards…
New Formats
• SOH -- Serial Online Holdings– Used for:
• Library’s online coverage managed by PAMS– Basis for A-Z List– Populates Resolution Server coverage database
New Formats
• SPS -- Serial Products and Subscriptions– Used for:
• Publisher’s catalog/offerings• Library’s holdings from publisher
– Sources:• Publishers• Subscription agents
New Formats
• SRN -- Serial Release Notification– Provides an alert that specific journal issues or
articles have been published
– Used for (possibly):• Automated serials check-in
• JWP is extended thru 2005 so it can review and enhance SRN
Real-life Examples
• SOH– Do-It-Yourself A-Z List– Populating Resolution Server Coverage Database
(SFX, WebBridge) – Population Electronic Resource Management system
Results of Pilots
• SOH– LC & Serials Solutions
• A-Z List tested• Link Resolver and ERM Database in pilot
Examples of the SOH in action…
Results of Pilots:SOH Creates an A-Z List
A-Z List courtesy of Nate Trail, Library of
Congress
Results of Pilots:SOH Populates a Link Resolver Database
Searching
• Bibliographic-level searching– Nothing new here
Practical Challenges
• Identifiers– Title identifiers:
• ISSN applied inconsistently• Poor cataloging: “this data is dirtier than I thought”)
– Package identifiers:• CONSER Summit topic• Needs serious attention!
• Lack of enriched data– Chronology: yes– Enumeration: no
• Publisher commitment
Practical Successes
• Pilots– SOH nearly complete
• PAMS Commitment– Serials Solutions– Ebsco
New Initiatives
• COUNTER• Promoting XML implementation among
publishers
The Future
• More cooperation• More solutions
