Serials Standards: Envision a Solution to the Serials Management Mess

1
Serials Standards Envision a Solution to the
Serials Management Mess

• Ted Fons, Innovative Interfaces Inc. (III)
• Regina Reynolds, U.S. ISSN center (LC)

2
Serials Standards Update

• New standards for exchanging coverage data for
  electronic resources (JWP)
• Major developments in the ISSN revision process
• Your input and questions

3
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?

4
Serials Management MessIts 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
• ???O
• ?????

5
The Players
Libraries
Publishers
Publications Access Management Services (PAMS) /
Subscription Agents
6
Transactions

• Titles held by publisher

• A-Z lists
• Print Holdings

• Price lists
• List of titles by publisher

• Electronic holdings

7
Serials Management Mess Today
???O
?????
?????
Hello
8
Serials Management Mess Tomorrow
Hello
Greetings
Hello
Hello
Greetings
9
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

10
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

11
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

12
New Formats

• SOH -- Serial Online Holdings
• Used for
• Librarys online coverage managed by PAMS
• Basis for A-Z List
• Populates Resolution Server coverage database

13
New Formats

• SPS -- Serial Products and Subscriptions
• Used for
• Publishers catalog/offerings
• Librarys holdings from publisher
• Sources
• Publishers
• Subscription agents

14
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 2004 so it can review and
  enhance SRN

15
Real-life Examples

• SOH
• Do-It-Yourself A-Z List
• Populating Resolution Server Coverage Database
  (SFX, WebBridge)
• Population Electronic Resource Management system

16
Results of Pilots

• SOH
• LC Serials Solutions
• A-Z List tested
• Link Resolver and ERM Database in pilot

Examples of the SOH in action
17
Results of PilotsSOH Creates an A-Z List
A-Z List courtesy of Nate Trail, Library of
Congress
18
Results of PilotsSOH Populates a Link Resolver
Database
19
Identifier Issues(JWP Subgroup on Identifiers)

• Determine what IDs to use for
• organizations
• packages
• journal titles (ISSN currently identifies
  manifestations)
• Obtaining ISSN
• Looking up ISSN
• Clarifying what level ISSN identifies

20
ISSN Revision
21
Background

• ISO 3297s 5-year review
• ISO Working Group formed (broad-based
  participation)
• First meeting resulted in 4 scenarios
• A. status quo
• B. change ISSN to title-level identifier
• C. use one base ISSN suffix
• D. choose a master (title) ISSN accompanied
  by manifestation ISSN
• Survey conducted April 2004

22
Amsterdam Meeting
23
Survey Results
None of the 4 proposed scenarios were acceptable
to or implementable by all user communities.
24
Action Plan

• Three-pronged approach
• Functional granularity principle for ISSN
  assignments
• Title-level identifier to be developed using ISSN
  as a component
• ISSN Register (international ISSN database) to be
  studied for wider distribution, better
  accessibility

25
Functional Granularity
Publisher A
Publisher B
26
Greater publisher ownershipof ISSN

• ISSN centers will mentor larger publishers who
  will get blocks of ISSN
• Strict requirement to supply metadata
• All publishers will assign or obtain only as many
  ISSN as neededfewer orphan ISSN
• Better comprehension by publishers of how to use
  ISSN fewer errors
• Publishers could check their own ISSN

27
Functional Granularity Issues

• To what will publishers want to assign ISSN?
• scope of ISSN coverage to be studied
• bibliographic resources vs. products
• guidelines to be developed
• ISSN and library catalog records
• creation of records by ISSN centers
• use on records by other libraries

28
Title-Level Identifier
Embed one ISSN in another identifier
?
URN ISSN1234-567X
DOI XXXXXXXXXXXX or DOI TitleISSNXXXXXXXX IST
C XXXXXXXXX
29
Title-Level Identification

• For linking to content
• For use in OpenURL resolution
• For collocation in catalogs and lists
• Issues
• include only physical formats or other editions
  (geographic, language, etc.)?
• which identifier system to use
• how to distinguish title-level ISSN from
  manifestation level within chosen structure

30
The ISSN Register

• International database of ISSN assignments
  worldwide
• ISSN centers create and send records
• ISSN International Centre (Paris) maintains and
  controls access
• Subscription products ISSN Compact, ISSN Online,
  data files

31
(No Transcript)
32
ISSN Register Issues

• ACCESS!!
• Revenue issues for ISSN Network
• Functionality and usablity of ISSN products
• Alternative access and/or pricing models
• Timeliness, coverage

33
ISSN Revision Next Steps

• Subgroups preparing reports
• Meeting, Washington, D.C., end of Oct.
• Preparation of draft standard
• ISO process draft, comments, revisions, etc.
• Final draft and worldwide review
• Possibility of some implementation before final
  standard is approved?

34
Where is the JWP Work Going?

• Next steps for the JWP
• Complete pilot tests
• Propose draft standard for comment
• Approval of standard version 1.0
• Solutions your library can use
• Source for do-it yourself A-Z list
• Source for coverage data for link resolver/ERM
  system
• Exchange title lists with publishers
• What you can do
• Advocate for the standard

35
Your Input/Questions