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Evolving Standards for Serials in the Electronic Resources Era

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

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Evolving Standards for Serials in the Electronic Resources Era

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  1. Evolving Standards for Serials in the Electronic Resources Era Ted Fons Product Manager Innovative Interfaces

  2. Evolving Standards • The Landscape • Challenges • ONIX for Serials / JWP • The Future

  3. The Landscape • Serials Data Containers: • Online Public Access Catalogs • Bibliographic Utilities • Union Databases • Publisher Databases • Subscription Agent Databases • Link Resolver/ERMS Coverage Databases

  4. The Landscape • Common Serials Transactions:

  5. The Landscape: Challenges

  6. The Landscape: Challenges

  7. Solutions • NISO/EDItEUR Joint Working Party (JWP)

  8. 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?

  9. 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

  10. 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

  11. The Players Libraries Publishers Publications Access Management Services (PAMS) / Subscription Agents

  12. Transactions • Titles held by publisher • A-Z lists • Print Holdings • Price lists • List of titles by publisher • Electronic holdings

  13. Serials Management Mess Today ΈΛΛΩ ЖЕЛЛО ЖЕЛЛО Hello

  14. Serials Management Mess Tomorrow Hello Greetings Hello Hello Greetings

  15. 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

  16. 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

  17. 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…

  18. 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

  19. New Formats • SPS -- Serial Products and Subscriptions • Used for: • Publisher’s catalog/offerings • Library’s holdings from publisher • Sources: • Publishers • Subscription agents

  20. 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

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

  22. Results of Pilots • SOH • LC & Serials Solutions • A-Z List tested • Link Resolver and ERM Database in pilot Examples of the SOH in action…

  23. Results of Pilots:SOH Creates an A-Z List A-Z List courtesy of Nate Trail, Library of Congress

  24. Results of Pilots:SOH Populates a Link Resolver Database

  25. Searching • Bibliographic-level searching • Nothing new here

  26. 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

  27. Practical Successes • Pilots • SOH nearly complete • PAMS Commitment • Serials Solutions • Ebsco

  28. New Initiatives • COUNTER • Promoting XML implementation among publishers

  29. The Future • More cooperation • More solutions

  30. Ted Fons tfons@iii.com Thank you

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