Lean and Mean: Publication Metadata to Enhance Discovery, Purchase and Use of Your Content

1. Lean and Mean: Publication Metadata to Enhance Discovery, Purchase and Use of Your Content Ringgold Webinar Series: Session 3 February 12, 2014

2. Today’s Agenda • The changing landscape of discovery and collection development & why it matters • Discovery platforms and discovery layers • Current industry initiatives surrounding publication metadata • Strategies, tactics and potential pitfalls • Ringgold's ProtoView service – using data to power discovery

3. The Changing Landscape of Discovery and Acquisition

4. What do we need to describe?

5. What do we need to describe?

6. Warning: Lack of high quality information reduces the likelihood of content to be discovered.

7. Content is King? • Metadata is the real ruler of the realm • “Good quality” data is the foundation of effective promotion • Using narrative descriptions of content has always been important, but is having a greater impact than ever

8. Lifecycle of Metadata Metrics D A T A Users Intermediaries Publisher T I M E

9. Evolution of Search & Discovery FUTURE Consumers Decide PAST Librarians Decide

10. Many terms tossed around… Federated search, Metasearch, NextGen catalogs, discovery layers --- and now “Web Scale Discovery Service” An improved search experience has always been the motivation behind innovation… The latest generation of tools are something different.

11. A Definition of Web Scale Discovery • A pre-harvested central index coupled with a richly featured discovery layer providing a single search across a library’s local, open access, and subscription collections.

12. The Black Box The people who know how these systems work aren’t telling ?

13. Next Generation Discovery Platforms

14. Not Just Another Search • PDA/DDA are purchasing models that were ahead of technology’s ability to properly accommodate. The acquisition systems developed in conjunction with WSD represent a logical progression of capabilities • Patron-driven acquisition, or PDA, is not new, but it is on the rise. Approximately 400 to 600 libraries worldwide have switched to a patron-driven system for purchasing new works, and that number is likely to double over the next year

15. The Basics (More Is Better) • Title • Author • Format • ISBN • Subject categories • Imprint • Link to publisher’s dedicated page • Publication Date • Price

16. Data = Sales • Titles that meet the BIC Basic standard see average sales 98% higher than those that don’t meet the standard • Records with complete BIC Basic data but no image have average sales…of 473% [higher] in comparison to those records which have neither the complete BIC Basic data elements or an image. • The difference in average sales between records which…don’t have enhanced metadata, and records which do…have enhanced metadata elements is on average over 2,600 units, which represents an increase of almost 700%

17. “Portland State is no longer using subject selectors to build print collections – we have moved to a pure Demand Driven Acquisitions model.” – Acquisitions Librarian, Portland State University We have heard similar statements from a range of libraries

18. Current Industry Initiatives Publication Metadata & Unique Identifiers

19. Content-related Identifiers • ISSN, eISSN • ISBN • DOI • LCCN • ISTC • ORCID • ISNI

20. Important Identifier Initiatives • ORCID • BISG – International taxonomy of subjects (Thema standard) • ISNI • CASRAI report – Consortia Advancing Standards in Research Administration Information (UK) • FundRef

21. Strategies and Pitfalls Practical advice about what to do… and not do with your data

22. Strategy Suggestions • Create the most complete metadata possible • Distribute widely and efficiently • Adhere to standards • Uniquely describe each manifestation of a work • Develop an internal policy to create uniform data across all published works

23. Practical Tactics • Require authors to establish an ORCID profile • Create links into content, the more specific the better • Develop concise descriptions of content (not jacket copy) • Include as much as practical – e.g. abstracts of chapters are often written by the authors themselves • Apply unique identifiers to establish longevity of the metadata (e.g. ORCID, ISBN, ISSN, DOIs Ringgold ID, ISNI) • Evaluate the benefits of working with outside partners to assist in metadata development, application and syndication

24. Pitfalls to Avoid Non-Standardized Naming Conventions Result: Poorly associated data in the supply chain. • Example 1: Inconsistent author listings, e.g. John Smith, J Smith, Smith J etc. Solution: use ORCID numbers • Example 2: Lack of affiliations between authors and institutional customers. Solution: use the Ringgold or ISNI number • Example 3: Inability to link author and customer data together. Solution: use the Ringgold or ISNI number

25. Pitfalls to Avoid (continued) Lack of or Inadequate Subject Classifications and Keywords: Result: Poor positioning in search results & missed sales • Example 1: Applying non-standard subject classifications causes a mismatch against what is expected by libraries or end-users Solution: Use standard classifications and best practices • Example 2: Subjects applied without an international standard - cross-discipline keywords lacking e.g. Football in the US does not mean the same as Football in Europe. Solution: Use standard classifications + rich keywords and abstracts

26. Pitfalls to Avoid (continued) Lack of clarity regarding format and versions: Result: Confusion within sales and distribution channels • Example 1: Users fail to find a compatible format for the title they want Solution: Apply ISBNs correctly – unique identifier for each e-edition • Example 2: Citations are incorrect or inconsistent Solution: Apply version-specific pagination if appropriate • Example 3: Links to content fail over time Solution: Apply DOIs to establish a persistent and reliable link • Example 4: Data is not fully utilized/indexed by discovery systems Solution: Output information in industry standard formats (ONIX)

27. Ringgold’s ProtoView: Using Data to Power Discovery

28. ProtoView – Not Just Books • A service that creates and disseminates publication metadata on behalf of scholarly publishers • Developed from a successful model as the next generation of services to meet the needs of an evolving market • Guided by industry best practices and standards • Built on the Book News, Inc. foundation and its 35 years of experience in providing promotional services for publishers

29. ProtoView in the supply chain

31. ProtoView

34. ProtoView bridges the gap between data and discovery • Ringgold has developed the first service that combines standard identifiers and descriptive metadata (title and optional chapter abstract summaries) • ProtoView is a publisher’s best route to establish an enhanced presence for publications within discovery and acquisition systems which are otherwise inaccessible

35. ProtoView offers: • Rapid, professional production of enhanced metadata for both print and e-books, journals and online content. • Link to the supply chain – Large scale dissemination • Custom data profiles to accommodate any publisher need. • Multi-channel approach to end users: • Prompt delivery to discovery services • Repackaged by library service companies • New web interface customized for buyers of scholarly works • Automatic alerts of new titles to end users of ProtoView.com

36. Some of the metadata included for books • About the Book • Book title • ProtoView Abstract • Table of Contents • Chapter Abstracts • Publication date • Series information • Price • Language • Number of pages • Alternate editions • LC Class and Subjects • Ringgold Subjects • Keywords • Webpage • DOIs • Supporting book information (e.g. Index, references, datasets, illustrations, etc.) • About the Publisher • Publisher name • Publisher Ringgold ID • Publisher ISNI • Publisher website • Imprint • Imprint Ringgold ID • Imprint ISNI • About Authors/Editors • Author and/or Editor name(s) • Author(s) ORCID number • Institutional affiliation and location • Affiliation Ringgold ID • Affiliation ISNI

37. Our current licensees (selected): As a group, these leading resources are used in over 75% of US college libraries: • Baker & Taylor • TitleSource 3 • Majors Education Solutions • Content Cafe • YBP • GOBI Selection Database • EBSCO • Book Index with Reviews • EBSCOhost databases • Gale – Cengage • Gale Book Review Index Online Plus • Ex Libris • Primo • ProQuest • vLex.com • Academic Research Library • Canadian Business and Current Affairs • ProQuest Central Research Library • ProQuest Health and Medical • ProQuest Humanities Module • Eastern Book Company • Book Lists • Title Selection Database

38. References and further reading: • JISC commissioned CASRAI Landscape study for the Organizational ID (UK) http://repository.jisc.ac.uk/5381/1/CC549D001-1.0_org_ID_landscape_study.pdf • The Ins and Outs of Evaluating Web-Scale Discovery Services by Athena Hoeppnerhttp://www.infotoday.com/cilmag/apr12/Hoeppner-Web-Scale-Discovery-Services.shtml • Stakeholders Strive to Define Standards for Web-Scale Discovery Systems By Michael Kelley on October 11, 2012 http://www.thedigitalshift.com/2012/10/discovery/coming-into-focus-web-scale-discovery-services-face-growing-need-for-best-practices/ • White Paper: The Link Between Metadata and Sales By Andre Breedt, Head of Publisher Account Management; David Walter, Research and Development Analyst, 2012 http://www.isbn.nielsenbook.co.uk/uploads/3971_Nielsen_Metadata_white_paper_A4(3).pdf • The BIC Basic standards for bibliographic data provision http://www.bic.org.uk/17/BIC-Basic/ • Web-Scale Discovery in an Academic Health Sciences Library: Development and Implementation of the EBSCO Discovery Service DOI:10.1080/02763869.2013.749111JoLinda L. Thompsona*, Kathe S. Obriga & Laura E. Abatea Medical Reference Services Quarterly Volume 32, Issue 1, 2013 http://www.tandfonline.com/doi/abs/10.1080/02763869.2013.749111 • Discoverability Challenges and Collaboration Opportunities within the Scholarly Communications Ecosystem: A SAGE White Paper Update by Mary M. Somerville, University of Colorado Denver;Lettie Y. Conrad, SAGE Collaborative Librarianship Vol 5, No 1 (2013) • Affection for PDA BySteve Kolowich 2012 Inside Higher Ed http://www.insidehighered.com/news/2012/06/20/research-foresees-demand-driven-book-acquisition-replacing-librarians-discretion#ixzz2VWOAqWoU • Personal Identifiers: • International Standard Name Identifier (ISNI) www.isni.org • Open Researcher and Contributor ID (ORCID) www.orcid.org • Scopus Author ID www.elsevier.com/online-tools/scopus • ResearcherID -http://wokinfo.com/researcherid www.ringgold.com www.protoview.com Useful Links

39. Upcoming Webinars Session 4: 30-Minute Workout: Quick Tips for Better Customer Data Health Wednesday February 26. 30 minutes. Visit www.ringgold.com to see full descriptions & to register.

40. Thank you Jay Henry Jean Brodahl Chief Marketing Officer Publisher Relations www.ringgold.com