Envision a Solution to the Online Serials Management Mess

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Envision a Solution to the Online Serials
Management Mess
NISO/EDItEURs Development of an International
Standard for Online Serials Subscription Data
David Goldsmith Head, Acquisitions NCSU
Libraries david_goldsmith_at_ncsu.edu
April 15th, 2004 NC Serials Conference
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BACKGROUND

• 2002 NISO White Paper - The Exchange of Serials
  Subscription Information by Ed Jones
• Fall 2002 NISO/EDItEUR Joint Working Party
  established.
• Tim Davenport and David Martin describe project
  in their Initial Input from the EDItEUR ONIX for
  Serials Team document
• Documents available _at_ www.fcla.edu/pcaplan/jwp

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BACKGROUND CONT.

• 2003 Created 3 subgroups
• Indentifiers
• Publishers-to-Libraries
• PAMS (Publication Access Management
  Services)-to-Libraries

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IDENTIFIERS

• Determine and document procedures for obtaining
  ISSNs for titles that do not have them
• Determine and document one or more ways of
  disseminating information about the existence of
  new ISSNs, especially when the publisher does
  does not carry the ISSN on the title
• Investigate the use of International Standard
  Textual Work Code (ISTC) registration as a way to
  bring together all versions (ISSNs) of a serial
  Investigate uses of DOIs that resolve to title
  level information

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BACKGROUND CONT.

• 2003 Created 3 subgroups
• Indentifiers
• Publishers-to-Libraries
• PAMS (Publication Access Management
  Services)-to-Libraries

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XML SCHEMA

• Library to Publisher ONIX Serials Products and
  Subscriptions (SPS) format
• Publisher to Library SPS format
• PAMS to Library Serials Online Holding (SOH)
  format

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SOH Message

• Primary Uses
• Create A-Z holding lists of electronic journals
• Update data for link resolvers
• How do you do it?

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What does that mean?

• The ONIX SOH format is used for two different
  message types
• The ONIX Serials Online Holdings AtoZ message
  carries a flat title-by-title list of the serial
  versions held by a particular customer, with
  details of the online service provider(s)
  involved in each case.
• The ONIX Serials Online Holdings By Host message
  carries a hierarchically structured list of
  serial versions grouped under the hosts through
  which the library is licensed to access them.

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Data Elements- AtoZ

ltONIXSerialsOnlineHoldingsAtoZgt is the first and
mandatory element in the opening "wrapper" of a
message, specifying in this case an ONIX SOH
format applied to a "flat" or A-Z listing of
transactions. Used in this way, the SOH format
details, one by one, the serials holdings of a
particular customer. Alongside other metadata
describing the serial title and versions to which
they relate, there is information regarding the
online service that hosts the serial resource.
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Data Elements-Header

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Data Elements-Holdings List

ltHoldingsListgt comprises a mandatory group of
elements that describes the serials holdings of a
particular customer and the serial titles and
versions to which they relate. In the A-Z
listing, this composite is limited to one
occurrence per message.
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Data Elements-Online Service

ltOnlineServicegt comprises a mandatory and
repeatable group of elements that identifies and
provides URLs for a host, gateway or other
supplier of online resources. In the A-Z
listing, there is one occurrence of this
composite for each of the online services
declared at the start of the message.
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Data Elements-Holdings Record

ltHoldingsRecordgt comprises a group of elements
that describes the online holdings of a specified
serial version for a particular customer.
ltHoldingsRecordgt is mandatory and repeatable.
The holdings record carries the majority of the
information within an ONIX SOH format, including
metadata at the work, title and version level,
links to the online service providers, and
detailed specifications of the holdings ranges,
formats and content.
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Data Elements-Serials Version

ltSerialVersiongt comprises a group of elements
that identifies and describes a particular
version of a serial publication. ltSerialVersiongt
is mandatory in each ltOnlineHoldingsRecordgt it
is not repeatable in this context, since each
holdings record can apply only to one serial
version.
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Data Elements-Online Package

ltOnlinePackagegt comprises a group of elements
that describes a serial version holdings package
accessible either at a specified host service or
at an independent site specific to that serial
resource. This composite is mandatory in each
occurrence of ltSerialVersiongt. It is repeatable
if the customer has access to the same serial via
more than one site.
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Data Elements-Holdings Detail

ltHoldingsDetailsgt comprises a group of elements
that specifies the range, format and level of
completeness of a specified serial version held
by a particular customer. This is mandatory
unless the empty element ltNoHoldingsDetail/gt is
present. The composite is repeatable if the
holdings include ranges with different content
levels and/or formats.
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Data Elements-Journal Issue

The ltJournalIssuegt composite comprises a group of
elements identifying a serial issue by number
and/or date. The composite is used to specify the
start or end of a range of issues, for example
those defining the range of holdings of a
particular ltSerialVersiongt held by a library. If
both the start and end of a range are defined,
then two occurrences of the composite are
required, one for the start and the other for the
end.
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Whats Next?

• Pilot Projects
• Publicity
• Feedback
• Push for a standard?

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FIN
QUESTIONS? PowerPoint available after
4/16/04 http//www.lib.ncsu.edu/presentations