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Welcome to NISO’s Bibliographic Roadmap Meeting Todd A. Carpenter, NISO Executive Director April 15, 2013 - Baltimore, MD This project is generously supported by a grant from the Andrew W. Mellon Foundation. Monday, April 15, 13

NISO Bibliographic Roadmap Meeting - Carpenter welcome and overview of bibliographic infrastructure copy

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Welcome presentation during NISO Bibliographic Roadmap meeting, April 15-16 in Baltimore, MD. This meeting was supported by a grant from the Andrew W. Mellon Foundation.

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Page 1: NISO Bibliographic Roadmap Meeting - Carpenter welcome and overview of bibliographic infrastructure copy

Welcome to NISO’s Bibliographic

Roadmap Meeting

Todd A. Carpenter, NISO Executive DirectorApril 15, 2013 - Baltimore, MD

This project is generously supported by a grant from the

Andrew W. Mellon Foundation.

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Page 2: NISO Bibliographic Roadmap Meeting - Carpenter welcome and overview of bibliographic infrastructure copy

Why are we here today?

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The expected outcomes of this meeting will be:

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1) Identify and prioritize topics for further

exploration

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2)Identify gaps in our collective

understanding of the futureof bibliographic exchange

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3) Provide a forum for sharing data exchange

efforts and in turn, expose them to a broader

international community

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4) Organize next steps to advance

understanding of these issues

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A very rough Agenda (subject to change!)

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Day 1 – Monday, April 15

10:00Welcome

Round the Room Introductions10:30 Background and what we hope to achieveTodd Carpenter

11:00Brainstorming: Identification of topics for discussionParticipation of all attendees including virtual attendees Exercise to include noting topics of interest from attendees and posting problems/issues/gaps/challenges/themes on post-it notes followed by collective grouping and prioritizing of themes. Initial themes will be surfaced in the discussion paper shared with the group prior to the event.

12:00Creation of first round of discussion groups based on prioritized brainstorming themes

12:15LunchTables organized by discussion groups

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13:00Breakout of first round of discussion groupsThe groups will have an open discussion of their selected topic and how it plays into a future ecosystem. Depending on the topic, this could include identification of related projects, potential solutions, ongoing pilot projects and gaps in community activity related to the theme. Each group will come up with 3-6 action items related to the topic for prioritization later.

14:00Reporting out of first round of discussion groups & all-attendee discussion of reportsEach group will report on its discussions, highlighting necessary actions, gaps, or areas where more information is needed.

14:45 -- Break

15:00First Round of Lightning Talks on related projectsSpeakers invited, but also in-advance signup and impromptu 6+/- projects of 5-10 minutes each.

16:00Discussion of Lightning talk activities, implications

16:30Second round of brainstorming to add new themes, discuss Day 1 outcomes, action items and suggestionsPrioritize topics for second round of discussion groups.

16:45Summary discussion of Day 1 activitiesTweaks necessary for Day 2 agenda?

17:00Day 1 adjournment

17:30Reception/Happy Hour

18:30Group dinners (Dutch)

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Day 2 – Tuesday, April 16

8:00Continental Breakfast

9:00Meeting reconvenes, welcome back

9:15Second round of Lightning Talks on related projectsSpeakers invited, but also in-advance signup and impromptu 6+/- projects of 5-10 minutes each.

10:00Discussion of Lightning talk activities, implications

10:15Revisiting the second round of brainstorming topics

10:30 -- Break

10:45Creation of second round of discussion groups based on prioritized brainstorming themesSame process as Day 1.

11:00Breakout of second round of discussion groups

12:00Reporting out of second round of discussion groups and group discussion of results

12:30 -- Lunch

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13:15Gathering of and description of community engagement points/action items from Day 1 & 2 breakout discussions

13:30Group prioritization exerciseDiscussion of prioritization results.

14:00Brainstorming: Identification of potential next steps and who should be engagedThe goal is to identify 3-5 work stream ideas for follow-up after the meeting. These work streams will meet a few times over the ensuing months to provide more detail and context to each of those themes? What exactly needs to be accomplished? Who should participate in them? Who are the key players? What additional research needs to be done? Can coordination be achieved?

15:30Wrap up & reporting next steps

16:00Meeting adjourns

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So let’s get started....

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Bibliographic Infrastructure

Moving toward an interoperable bibliographic ecosystem

Todd A. Carpenter, NISO Executive DirectorBibliographic Roadmap MeetingApril 15, 2013 - Baltimore, MD

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Page 15: NISO Bibliographic Roadmap Meeting - Carpenter welcome and overview of bibliographic infrastructure copy

• Non-profit industry trade association accredited by ANSI with 150+ members

• Mission of developing and maintaining technical standards related to information, documentation, discovery and distribution of published materials and media

• Volunteer driven organization: 400+ spread out across the world

• Represent US interests to ISO TC 46 & also serve as Secretariat for ISO TC46/SC9 - Identification & Description

• Responsible for standards like ISSN, DOI, Dublin Core metadata, DAISY digital talking books, OpenURL, MARC records, and ISBN (indirectly)

About

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The NISO Community

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NISO’s Community

35 % Publishers/Publishing Organizations �

32% Libraries/Library Organizations �

36 LSA Members �(non-voting) �

33% Library Systems Suppliers, Publishing Vendors & Intermediaries �

ISO �

ANSI �

Other SDOs �

72 LSA Members

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Actively participate internationally with ISO, EDItEUR, IFLA, ICSTI, International STM Association, CODATA,

UK Serials Group, LIBER, Standards Australia, IETF, ISO Registration Authorities

NISO Internationally

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Technical Committee (TC) 46 Information & Documentation

Subcommittees (SC): 4 – Systems Interoperability

8 – Performance Measurement 9 – Identification & Description

11 – Records Management

NISO manages the Secretariat of ISO TC 46, SC 9

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Our Dear Old Friend, MARC

01386cam 2200301 a 450000100080000000500170000800800410002503500210006690600450008795500270013201000170015902000150017604000180019104300120020905000220022108200210024311000550026424503080031926000670062730000250069444000540071950000290077365000600080265000580086265000730092071000430099399100480103638568

5319951219150001.4881118s1989 nju 000 0 eng 9(DLC) 88029610 a7bcbccorignewd1eocipf19gy-gencatlg aCIP ver. pv04 12-06-95 a 88029610 a0887389538 aDLCcDLCdDLC an-us---00aZ674.8b.N44

198900a021.6/5/09732192 aNational Information Standards Organization (U.S.)10aInformation retrieval service and protocol :bAmerican national standard for information retrieval service definition and protocol specification for

library applications /capproved January 15, 1988 by American National Standards Institute ; developed by the National Information Standards Organization. aNew Brunswick, N.J., U.S.A. :bTransaction Publishers,cc1989. axii, 50 p. ;c26

cm. 0aNational information standards series,x1041-5653 a"ANSI/NISO Z39.50-1988." 0aLibrary information networksxStandardszUnited States. 0aComputer network protocolsxStandardszUnited States. 0aInformation storage and retrieval systemsxStandardszUnited States.2 aAmerican National Standards Institute. bc-GenCollhZ674.8i.N44

1989tCopy 1wBOOKS

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Our Dear Old Friend, MARC (formatted for your viewing pleasure)

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MARC ComponentsEncoding Structure

Z39.2ISO 2709:2008 -- Format for information exchange

Format structure

Anglo-American Cataloging Rules (2nd Edition) AACR2 Resource Description & Access

Exchange SystemZ39.50

SRU/SRW

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Why is MARC so efficient? It had to be.

Photo: Computer History Museum Data: Memory Prices (1957-2013)

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Why is MARC so efficient? It had to be.

$2,642,412

per MB

Photo: Computer History Museum Data: Memory Prices (1957-2013)

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How much computer technology pre-dates this?

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Unfortunately, quite a bit...

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Why?

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We avoid improving infrastructure

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Billions and billions of records

Photo: dfulmer

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Photo:from I Love Libraries

Massive installed base

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If you were building a network todaywould you string copper everywhere?

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If you building a metadata ecosystem,would you start here?

01386cam 2200301 a 450000100080000000500170000800800410002503500210006690600450008795500270013201000170015902000150017604000180019104300120020905000220022108200210024311000550026424503080031926000670062730000250069444000540071950000290077365000600080265000580086265000730092071000430099399100480103638568

5319951219150001.4881118s1989 nju 000 0 eng 9(DLC) 88029610 a7bcbccorignewd1eocipf19gy-gencatlg aCIP ver. pv04 12-06-95 a 88029610 a0887389538 aDLCcDLCdDLC an-us---00aZ674.8b.N44

198900a021.6/5/09732192 aNational Information Standards Organization (U.S.)10aInformation retrieval service and protocol :bAmerican national standard for information retrieval service definition and protocol specification for

library applications /capproved January 15, 1988 by American National Standards Institute ; developed by the National Information Standards Organization. aNew Brunswick, N.J., U.S.A. :bTransaction Publishers,cc1989. axii, 50 p. ;c26

cm. 0aNational information standards series,x1041-5653 a"ANSI/NISO Z39.50-1988." 0aLibrary information networksxStandardszUnited States. 0aComputer network protocolsxStandardszUnited States. 0aInformation storage and retrieval systemsxStandardszUnited States.2 aAmerican National Standards Institute. bc-GenCollhZ674.8i.N44

1989tCopy 1wBOOKS

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“MARC Must Die!”-Roy Tennant (2002)

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But is it sufficient?

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Organizations will not move away from a legacy system unless the new system:

a) Is demonstrably cheaperb) Is demonstrably more effective in producing results (discovery, use, etc.)c) Will make the organization demonstrably more efficient (staff, management, sales, etc.) ORd) The legacy system becomes entirely non-interoperable with other, more important systems ORe) The legacy system breaks and cannot be repaired

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Can we say a new metadata management system

based on linked data will be/do one of those things?

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What can we learn from IETF?

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2001 : 0db8 : 3333 : 4444 : ccc : 0ab9 : c0a8 : 9898

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A good specification is necessary

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A good specification is necessary

but it is not sufficient

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  It  is  in….              Adop%on                 (or  rather,  in  its  absence)

The point at which most standards fail is not prior to consensus

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How can we assure that we are doing the right things?

For everyone?That will save resources?

That will improve services?That will be adopted?

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NISO’s Bibliographic Roadmap Initiative

With gracious thanks to the Andrew W. Mellon Foundation

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Meeting Goals:Identify/Discuss active projects

Brainstorm existing gapsPrioritize 3-6 subtopics

Plan deeper exploration of issues

Diversify players in discussion

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Initiative coordinationGap identificationEconomic analysis

Engage diverse players Open process

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Defining what you are by what you are not

Not designing a specNot picking winners/losersNot advancing any “agenda”

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What we are trying to avoid

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The world makes way for the man who knows where he is going.

- Ralph Waldo Emerson

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“If you don't know where you're going, you might not

get there.”- Yogi Berra

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Questions?Comments?Thoughts?Discussion

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Thank you!

Todd Carpenter, Executive DirectorNettie Lagace, Associate Director, ProgramsJuliana Wood, Educational Programs Manager

[email protected] Information Standards Organization (NISO)

3600 Clipper Mill Road, Suite 302Baltimore, MD 21211 USA

+1 (301) 654-2512www.niso.org

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