Scholarly ecosystem collaboration potentialities: a SAGE white paper update

1. Scholarly ecosystem collaboration potentialities: a SAGE white paper update • ISKO UK Biennial Conference • Knowledge Organization – Pushing the Boundaries • July 8, 2013 • Mary M. Somerville, MLS, MA, PhD • University of Colorado Denver, USA • Lettie Y. Conrad, MA • SAGE Publications

2. Session Outline • SAGE discoverability white paper • Boundary-crossing discovery initiatives • Web-scale discovery in libraries • Research workflow and the “jobs to be done” • Search quality essentials • Discussion

3. SAGE Discoverability White Paper • Best practices for access and discovery of content in libraries • Big problems that publishers, vendors, and libraries need to solve • Real solutions that librarians and publishers can implement • Further observations for improving discoverability and visibility Source: Somerville, M. M., Schader, B. J., and Sack, J. R. Improving Discoverability of Scholarly Content in the Twenty-First Century: Collaboration Opportunities for Librarians, Publishers, and Vendors. A White Paper commissioned by SAGE.Thousand Oaks, CA: SAGE, 2012. http://www.sagepub.com/repository/binaries/librarian/DiscoverabilityWhitePaper/

4. Symbiotic (but disrupted and fragmented) Scholarly Ecosystem In the symbiotic (but fragmented and disrupted) scholarly ecosystem: • Librarians manage systems for institutional collection, dissemination, and retrieval of scholarly corpus • Publishers produce and promote authors’ work through indexing formats findable on the open web and in library catalogs • Publishers’ technology vendors supply e-pub platforms and strategic SEO advice • Libraries’ technology vendors connect publishers’ digital content to OPACs through ERMs and web-scale discovery services Photo credit: Globe<http://www.flickr.com/photos/mirkogarufi/514406103/> by _fLeMmA_

5. Conversation Starters“…to improve discoverability and visibility, access and discovery, and usage and creation of the scholarly corpus:” • Establish common standards for structured metadata, information organization, resource presentation, and usage statistics • Explore and implement cross-platform and cross-publisher industry best practices and shared standards • Create online product interfaces and publisher website designs that conform to (yet to be determined) standards and functionalities • Monitor (changing) researcher behaviors and apply findings to publisher and library educational tools and system and interface redesigns

6. Collaboration -- technologies, standards, and practices • Open URL (link resolver) navigation technology that shows options for obtaining target content and shows ‘best’ version of scholarly content for which users have ‘rights’ through academic affiliation validated by institutional authentication (National Information Standards Organization/NISO and Knowledge Bases and Related Tools/KBART). • Open Researcher and Contributor ID/ORCID assigns unique identifiers to associate researches and entities with research outputs, identifies version of record and most recent or authoritative version of given work through its life publication cycle (NISO has also recommended standard version terms and CrossRefhas released a new feature for version validation, CrossMark). • Scholarly Articleoffers structured data schema to enable improved discovery of appropriate content through consideration of a variety of unique properties, including publisher, editor, reviewer, genre, reviews, ratings, institution, location, creation date, and modification date, as well as author, title, and source – all value added signifiers of provenance and authority.

7. Boundary-crossing discovery initiatives Web-scale discovery in libraries

8. Web-scale discovery in libraries • NISO Open Discovery Initiative (ODI) • standards and/or best practices for pre-indexed library discovery services • “set of practices for the ways that content is represented in discovery services and for the interactions between the creators of these services and the information providers whose resources they represent” • ODI survey: intellectual property concerns from A&I database providers

9. National Federation of Advanced Information Service (NFAIS) Discovery Service Code of Practice Draft “…discovery services have the potential to provide ease of information discovery, access, and use, benefitting not only its member organizations, but also the global community of information seekers. However, the relative newness of these services has generated questions and concerns among information providers and librarians as to how these services meet expectations with regard to issues related to traditional search and retrieval services…this document has been developed to assist those who choose to use this new distribution channel through the provision of guidelines that will help avoid the disruption of the delicate balance of interests involved.” (released to NISO, Feb 1, 2012)

10. Question for you! Will compliance with technical and / or business practice standards for pre-indexed library search services improve discovery?

11. Knowledge Bases And Related Tools working group • NISO / UKSG initiative “exploring data problems within the OpenURL supply chain”, launched 2008 • Phase II recommendations published 2012

12. NISO IOTA projectRecommendations for Link Resolver Providers • Context-sensitive URLs widely used • Detect OpenURL errors via analytics • Complement to the KBART

13. Question for you! Will compliance with technical standards for library e-resource fulfillment and access improve discovery?

14. Mobile discovery • Apps for library discovery tools and databases • “Vouchers” for off-campus reading • COUNTER 4 includes mobile usage standards

15. Question for you! Will new mobile solutions for access to library-supplied resources improve discovery?

16. Boundary-crossing discovery initiatives Research workflows and “jobs to be done”

17. Understanding the Discovery Experience • User-centered design tactics • Adam Schmidt, Library Journal http://lj.libraryjournal.com/author/aschmidt/ • Jobs To Be Done (JTBD)

18. Question for you! Do you / does your organization take a user-centered or jobs to be done approach to improving discovery?

19. Discovery studies in the literature • Paths of Discovery, Asher, et al. • How users search the library from a single search box, Lown, et al. • Both found at http://crl.acrl.org/ • Blazing New Paths, Conrad and Somerville

20. “Blazing New Paths: Charting Advanced Researcher Patterns” • Purpose: graphic for social science scholar workflow • Methods: observation, interview, data analysis • Findings: new insights into web navigation patterns and recommendations

21. Mike Bostok, “Sanky Diagrams from Excel,” accessed on February 9, 2013: http://ramblings.mcpher.com/Home/excelquirks/d3/sankey.

22. New JTBD Products • Publisher as service provider • Workflow tools leverage state-of-the-art

24. Boundary-crossing discovery initiatives Search quality essentials

25. Structured data z • SEO – mainstream and academic • Data standards

26. Linked Data / Open Data

27. Question for you! Will compliance with further standards for linked open metadata improve discovery?

28. Recent Developments in Cross Sector Communication and Collaboration • JISC / BL: Discovery Summit 2013 • SCONUL Discovery Business Case & Landscape Workshops (Spring 2012) • The Discovery Project

29. Question for you! Are we doing enough boundary crossing to improve discovery?

30. For more information… • ACRL 2013 Conference: Conrad, L. Y., & Somerville, M. M. (2013). Blazing new paths: Charting advanced researcher patterns. Proceedings of the Association of College & Research Libraries Conference (ACRL 2013), Indianapolis, Indiana, in press. • Somerville, M. M., Schader, B. J., & Sack, J. R. (2012). Improving the discoverability of scholarly content in the Twenty-First Century: Collaboration opportunities for librarians, publishers, and vendors. White Paper commissioned by SAGE. Available: http://www.sagepub.com/repository/binaries/librarian/DiscoverabilityWhitePaper/ • Somerville, M. M., & Conrad, L. Y. (2013). Discoverability challenges and collaboration opportunities within the scholarly communications ecosystem: A SAGE white paper update. Collaborative Librarianship, 5(2, Spring), in press. http://www.collaborativelibrarianship.org/