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NISO/BISG 11th Annual Forum:
The Changing Standards Landscape: Delivering the Integrated Information Experience


Friday, June 23, 2017

12:00 p.m. - 4:00 p.m.
ALA Annual Conference
McCormick Place Convention Center
Chicago, Illinois
Location: McCormick Place West Room: W183b

The NISO-BISG Forum is free to registered attendees of the ALA Annual Meeting; however, we would like to get a sense of who will be in the audience. Please RSVP your intention to be with us on-site through this brief form.

 Sponsored by:



Event Description and Agenda

Metadata: How can the information community function effectively without it? High-quality metadata drives publishers’ marketing efforts and enables libraries’ support for discovery. Whether one is operating in the publisher’s supply chain or in the library’s tech services, distribution and ingestion of complete, accurate and explicit metadata is key to success. It fuels every patron’s information activity and subsequent assessment of satisfaction and usage.

But, best practices for creating and delivering metadata across the varied spectrum of those who use it are not always followed. And it’s not just about books. Metadata must be applied to the full range of content formats – research data, recordings, and more. In a variety of settings and systems, it sustains the information needs of an increasingly mobile population!

During the NISO-BISG Changing Standards Landscape Forum, attendees will hear from industry professionals working elbow-deep in identifiers, subject classification, rights and other metadata that drive an integrated user experience. What steps are content providers taking to ensure that:

• They provide high-quality metadata?
• Feeds are appropriately ingested when transferred between systems?
• Usage will be maximized and licensed rights observed?

Only through the development, adoption, and use of community standards can we be assured that the information flow to the user is all that it should be.

Make yourself part of that conversation. Attending the 11th Annual NISO-BISG Changing Standards Landscape Forum will bring you up to date about on-going efforts by librarians, publishers and system providers to deliver a fully integrated information experience.


12:00noon – 12:15p.m. Welcome

Todd Carpenter, Exec Dir, NISO, and Brian O’Leary, Exec Dir, BISG

12:15pm – 12:45pm Understanding Metadata: Looking Forward 
Jenn Riley, Associate Dean, Digital Initiatives, McGill University Library,  McGill University

The emergence of Linked Data technologies is sparking some fundamental rethinking of how metadata for information resources is created and shared. Indeed, even the very notions of what “good” metadata is are evolving. The opening session of the BISG-NISO Forum will examine how increased metadata sharing, the scaling up of data for discovery and research, and more automation are impacting metadata pipelines and workflows, and imagine the possible impact of these trends into the future.

Jenn Riley is Associate Dean, Digital Initiatives at McGill University Library in Montréal, where she leads library technology efforts including scholarly communication, digital scholarship, application development and management, resource discovery systems, digitization, and online user experience. Jenn is interested in how technology is expanding and changing scholarship, advancing preservation and discovery of digital content, and expanding access to research. Her perspective on these issues is grounded in a strong history of working with library metadata. She holds an MLS from Indiana University, an MA in Musicology from Indiana University, and a BM in Music Education from the University of Miami (FL). Prior to arriving at McGill in 2013, she held positions in digital libraries and metadata at the University of North Carolina at Chapel Hill and Indiana University.

12:45pm – 1:15pm Identifiers as Metadata
Laura Dawson, Metadata Analyst, HBO

In a digital environment, a unique object must be identifiable. This segment will provide an update on existing identifiers and focus on their role in ensuring successful integration into a variety of traditional and emerging information systems.

Laura Dawson is currently a Metadata Analyst at HBO, as well as the founder and principal of Numerical Gurus, a company that consults to numerous organizations in information, media, and publishing verticals - primarily focusing on solving problems related to metadata, identifiers, Linked Data, semantic web applications, and structured content. She also facilitates Metadata Boot Camp, an occasional webinar series tackling metadata issues related to publishing.

1:15pm – 2:00pm Metadata as Applied to Books, Newly Enriched Content and Emerging Formats
Confirmed Speakers: Rebecca Culbertson, Shared Cataloging Program, California Digital Library; Charles Watkinson, Associate University Librarian for Publishing / Director, University of Michigan Press, University of Michigan, Brian O'Leary, Executive Director, BISG.

As technology provides new means for the presentation and delivery of content, the information community must create and apply metadata that will adequately describe that material, whether it be an e-book, a functioning application or some innovative combination of elements. What collaborations are happening to improve the quality, adaptability, and use of such metadata ?

Metadata as Applied to Books, Newly Enriched Content and Emerging Formats
Rebecca Culbertson, Serials Cataloging Librarian, California Digital Library

Rebecca Culbertson is the Serials Cataloging Librarian for the California Digital Library, managing serial records for the ten University of California campuses. She has been active in the Program for Cooperative Cataloging first developing the PCC Provider Neutral guidelines and then as the chair of the PCC Standing Committee on Standards. Her current interests are being a member of the NISO PIE-J Working Group and the NISO E-Book Metadata Working Group. For fun she is a member of the HathiTrust Catalog Support Team.

Open and Enhanced Monographs: The Discovery Gap
Charles Watkinson
, Associate University Librarian and Director, University of Michigan Press

Charles Watkinson is Associate University Librarian for Publishing at University of Michigan Library and Director of University of Michigan Press. Prior to moving to Michigan in 2014, Charles was Director of Purdue University Press and Head of Scholarly Publishing Services in Purdue Libraries for five years, and Director of Publications at the American School of Classical Studies at Athens for five years. He has been a board member of the Association of American University Presses and the Society for Scholarly Publishing, and was an initiator of the Library Publishing Coalition. Twitter Handle: @charleswatkinso

Metadata Challenges in the Publishing Supply Chain
Brian O'Leary,  Executive Director, BISG

Brian O’Leary is executive director of the Book Industry Study Group, a U.S.-based trade association that works to create a more informed, effective and efficient book industry supply chain. He oversees the work BISG does to disseminate information, create and implement standards, conduct research and grow membership from companies working throughout the supply chain

Before being named to this role in 2016, O'Leary was founder and principal of Magellan Media Consulting, which worked with magazine, book and association publishers to improve how they create, manage and distribute content. In that role, O’Leary wrote extensively about issues affecting the publishing industry. With Hugh McGuire, he has edited Book: A Futurist's Manifesto, a collection of forward-looking essays on publishing (O'Reilly Media, 2012).

2:00pm – 2: 15pm Break

2:15pm – 3:00pm Ingesting Metadata By Existing & Emerging Systems
Confirmed Speakers: Tim Auger, Director, Resource-Sharing and E-Content, Innovative Interfaces, Inc.; Pat Payton, Sr. Manager, Provider Relations for ProQuest/Bowker; Diana Brooking, Catalog/Germanics Librarian, University of Washington Libraries

Once aggregated, metadata must be integrated appropriately into a wide variety of inventory systems, whether the inventory be of available editions, a collection of scholarly output or roster of human expertise. Producers, vendors and librarians discuss the current challenges and potential hurdles to be overcome when integrating metadata from a variety of sources into an even broader variety of systems.

MARC-Stayin' Alive
Tim Augur,
Director, Resource-Sharing and E-Content, Innovative Interfaces, Inc. 


Tim Auger oversees development of Innovative’s eContent and Resource Sharing solutions. Tim has spent much of his career streamlining workflows and systems integrations to increase efficiency and reduce costs for libraries, particularly with respect to resource sharing. Most recently, he has applied that same orientation to address the challenges of eContent management.

Metadata and Discoverability: Key Data and Common Problems
Pat Payton
, Senior Manager Provider Relations, Proquest

Patricia Payton, Senior Manager Provider Relations for ProQuest and Bowker is responsible communicating book and journal metadata requirements and best practices to publishers of all sizes. Patricia has experience in retail bookstores as well as international markets. She also holds a Master’s degree in Library Information Science specializing in Digital Libraries as well as an MBA. She actively contributes to the Book Industry Study Group, the Association of American Publishers, and other industry committees. You can find her on twitter @Metadata24X7.

Ingesting Metadata: Some Informal Remarks From the Library Perspective
Diana Brooking,
 Cataloging/Germanic Languages Librarian, University of Washington


Diana Brooking has been a librarian at the University of Washington for 20 years. She is the Slavic and Scandinavian cataloger and the bibliographer for Germanics. Her involvement with ebooks began innocently enough. She began by filling in for someone who had been loading record sets for microform collections. Later the UW Libraries started to buy ebook packages. At first this didn't seem all that different. But like a science fiction movie monster, the task kept growing in size and complexity, slowly taking over Diana's working life... Today she will be presenting a practiioner's view from the ground level.

3:00pm – 3:30pm Metadata and Discovery
Confirmed Speakers: Tim Spalding, LibraryThing; Ranti Junus, Michigan State University

This segment will focus on the problem of discovery for service provider, librarian, and user.  Once the metadata has been integrated into catalogs and discovery tools, what do users expect to see and/or understand about the particular item. Speakers will explore user expectations of whether the metadata adequately conveys information as to description, format, accessibility and increasingly, the parameters of permitted use?

Metadata: The Three Legged Dance
Tim Spalding, Founder and President, LibraryThing

Tim Spalding is the founder and president of LibraryThing. LibraryThing, a "social cataloging" site for book lovers, was founded back in 2005. The site combines library and publisher metadata, and the passion of book lovers (including many librarians), to create a living metadata playground.

Since 2005, LibraryThing has branched into services for libraries, including TinyCat (an OPAC for small libraries), LibraryThing for Libraries, and now Syndetics Unbound, a catalog enhancement service co-developed with ProQuest. He lives in Portland, Maine with his wife, author Lisa Carey, and their bookish son, Liam.

Metadata and Discovery: Pull Them All In and Hope for the Best?
Ranti Junus, Systems Librarian for Electronic Resources, Michigan State University

Ranti Junus works at Michigan State University as Systems Librarian for Electronic Resources. She provides support for technical and access issues related to electronic resources including electronic resource management, discovery tool, and openURL resolver. Her work on electronic resources also touches usability and accessibility, especially for persons with disabilities. She is also the library liaison for the Museum Studies program at MSU.

3:30 – 4:00pm Moderated Roundtable Discussion

As noted above, this event is free of charge to registered attendees of the ALA Annual Meeting in Chicago; however, we would like to get a sense of attendance. Please RSVP via this brief form .


 Sponsored by: