April 2010

Welcome to the First Issue of Working Group Connection

Beginning with this issue, Newsline subscribers will receive the Working Group Connection quarterly supplement. Working Group Connection provides the latest news from NISO's working groups and committees. NISO currently has more active working groups than ever before in its history. NISO also has two standards in a continuous maintenance mode with standing committees and several published standards have designated maintenance agencies. Working Group Connection will keep you up-to-date on the progress of all of the standards and recommended practices in development and maintenance, letting you know both what is new and what is forthcoming.

Business Information Topic Committee

CORE (Cost of Resource Exchange) Working Group

Co-chairs: Ted Koppel, Ed Riding

The Z39.93-200x, Cost of Resource Exchange (CORE) Protocol was released in April 2009 as a draft standard for trial use. At this time, test implementations are still being planned. The trial period was originally planned to end on March 31, 2010; the working group is currently considering extending that trial to allow for further testing.

The purpose of this specification is to facilitate the transfer of cost and related financial information from an Integrated Library System (ILS) Acquisitions module (the source) to an Electronic Resource Management System (ERMS) (the requester). The population of ERMS financial data from the ILS Acquisitions system makes cost-per-click and other cost-related reports in the ERMS all the more possible.

E-journal Presentation Working Group

Chair: To be confirmed
www.niso.org/workrooms/ ejournalpresentation

This working group was approved by the Business Information Topic Committee in February 2010, and is charged with development of a NISO Recommended Practice for the presentation and identification of e-journals. Unless journal websites accurately and uniformly list all the titles under which content was published, user access to desired content is considerably diminished. This effort will focus on title changes and the supporting metadata that it would be helpful to provide on journal websites in order to alleviate this problem.

At this point, a roster for this working group is near completion. Work is expected to begin shortly.

ERM Data Standards & Best Practices Review Working Group

Co-Chairs: Ivy Anderson, Tim Jewell

This ERM Data Review Working Group is charged to undertake a gap analysis regarding electronic resource management (ERM) related data, standards and best practices. Following the analysis, the working group will make recommendations regarding the future of the ERMI data dictionary within that broader context, describe typical challenges libraries face in using currently available ERM systems and services, and identify gaps in interoperability and best practices.

The working group is currently mapping extant standards and best practices to ERMI terms to identify where the existing work meets the needs of ERMI, where related work exists, and what gaps there may be. In addition, a subgroup has been tasked with reviewing existing surveys of ERM use to identify what additional information — if any — may be needed from vendors, libraries using ERM systems, and other identified stakeholders concerning data requirements and ERM system implementation and management issues.

I2 (Institutional Identifiers) Working Group

Co-Chairs: Grace Agnew, Oliver Pesch

The charge to the I2 (Institutional Identifier) Working Group is to develop a standard that includes a globally unique institutional identifier string that is usable in the web environment, together with sufficient metadata to uniquely relate the institution to its identifier. The working group is also tasked with identifying a strategy for the implementation of the institutional identifier.

The I2 Working Group spent the first phase of its work surveying the environment and developing scenarios to represent the most compelling use cases for institutional identifiers that engage all relevant stakeholders and identify their institutional identifier needs. To do so, three subgroups were created, each including members of the working group as well as solicited experts to assist in this portion of the work. The subgroups focused on: e-resources, institutional repositories, and library resource management. The work of these subgroups was completed in late 2009; reports from the first phase of this work are being gathered into a first term report that is expected in May 2010.

In 2010, Phase 2 of the work began with a focus on development of the standard. At this time, Oliver Pesch assumed the role of co-chair, and Tina Feick stepped down from this role (though remains on the working group). The working group is now finalizing metadata that would be required by the I2 standard, and is also looking at how this standard would work with other related standards, such as the ISO work to develop the International Standard Name Identifier (ISNI).

OpenURL Quality Metrics Working Group

Chair: Adam Chandler

The OpenURL Quality Metrics Working Group is charged with investigating the feasibility of creating industry-wide, transparent and scalable metrics for evaluating and comparing the quality of OpenURL implementations across content. It builds off of work that Adam Chandler began as part of a 2008/2009 Mellon Planning Grant to Cornell University. At this time, a reporting system and resolver log data is being hosted at www.openurlquality.org, and the working group is working to include more resolver data in the system as well as focusing on additional questions around data (e.g., consistent, clear terminology), documentation, and analysis. In addition, efforts are currently being made on branding for this project.

SUSHI (Standardized Usage Statistics Harvesting Initiative) Standing Committee

Co-chairs: Hana Levay, Oliver Pesch

This standing committee provides maintenance and support for ANSI/NISO Z39.93-2007, The Standardized Usage Statistics Harvesiting Initiative (SUSHI) Protocol.

The committee has just added new content to its support site. If you are you just getting started with SUSHI, you can now visit the Getting Started portion of the SUSHI site for help. New to the site is "Getting Started with SUSHI: For Developers of SUSHI Client Applications." Also on the site is Getting Started for librarians and for developers of SUSHI server applications.

In addition, the committee has created a SUSHI Server Registry of available SUSHI servers. This registry is publicly available from the NISO website (or directly at http://sites.google.com/site/sushiserverregistry/) and can be used by libraries and usage consolidation system suppliers to aid them in setting up the harvesting of their COUNTER reports. At this time, information has been added by the following:

  • ACM (ACM Digital Library)
  • AIP (Scitation)
  • American Chemical Society (ACS Publications)
  • APA (APA PsycNET)
  • EBSCO Publishing (EBSCOhost)
  • EBSCO Subcription Services (EJS)
  • HighWire Press
  • IOP Publishing (IOP Electronic Journals)
  • IOP Publishing (IOP Science)
  • Karger Publishers
  • MetaPress
  • Oxford Journals
  • Physicians Postgraduate Press (PPP)
  • Project Euclid
  • ProQuest
  • Swets (Swetswise)
  • Thomson Reuters (Web of Knowledge)

In addition to working on growing the server registry, other work includes continued development of sample COUNTER reports, continued promotion of SUSHI, and support for SUSHI users and developers via the website and the SUSHI Developers mailing list.

Content & Collection Management Topic Committee

DAISY Standard Revision Working Group

Co-chairs: George Kerscher, Markus Gylling

The DAISY Standard, officially ANSI/NISO Z39.86-2005, Specifications for the Digital Talking Book, Is under revision. The specification will be divided into two parts: Part A, Authoring and Interchange, and Part B, Distribution. Both parts will be released as draft standards for trial use and will remain in these phases until both are ready for submission to NISO for formal approval.

Part A of the standard is expected to be made available as a draft for trial use in May 2010, with Part B to be released in December 2010. Part B distribution currently has a goal of harmonization with the EPUB suite of specifications maintained by the International Digital Publishing Forum (IDPF).

RFID in Libraries Revision Working Group

Co-chairs: Vinod Chachra, Paul Sevcik

The related ISO standard on RFID in libraries is in the final stages of development, with final publication expected in late 2010. In order to ensure that the NISO Recommended Practice on the same topic is up to date and provides United States implementers of RFID tags in libraries with sufficient guidance to conform with the ISO work, a revision of the NISO Recommended Practice is necessary. The Content & Collection Management Topic Committee approved in February 2010 the creation of a new working group to undertake this work; the final roster is near completion, with a kick-off call of the group being planned for mid-April. The original new work item proposal is available online.

Standardized Markup for Journal Articles Working Group

Co-chairs: Jeff Beck, B. Tommie Usdin

This working group aims to take the currently existing National Library of Medicine (NLM) Journal Archiving and Interchange Tag Suite version 3.0, the three journal article schemas, and the documentation and shepherd it through the NISO standardization process. The intent of this proposal is for the Tag Suite to be a NISO standard and each of the schemas to be a "sub-standard" or appendix to the Tag Suite standard.

Version 3.0 of the NLM Article DTDs was released in the fall of 2008. According to the original charge of the group, version 3.0 would be submitted as the first draft of the standard. However, because a good bit of time passed between the release of version 3.0 and when the working group started its work, the group has been collecting a number of requests from users for updates to the Tag Suite. At the first working group meeting, the group decided that it would be making a better product if each of these requests were addressed, and then enter into the draft phase with version 3.1 with no (or very few) outstanding requests. At this time, the working group expects to wrap up the outstanding requests by the end of April 2010 and then move to the writing phase.

As an outreach activity, NLM's National Center for Biotechnology Information (NCBI) will be hosting the Journal Article Tag Suite Conference (JATS-Con) on November 1-2, 2010 at the NIH campus in Bethesda, Maryland.

NISO/NFAIS Supplemental Journal Article Materials Project

Co-chairs: TBA

Although the ballot for this new item doesn't officially close until this Friday, April 16, 2010, at this time the Content & Collection Management Topic Committee has unanimously approved this new work item proposal.

This proposal follows the January 22, 2010 meeting on this topic, and acts on the recommendation of that group to move forward in this manner (as noted in the report from that meeting). The goal of the project is to create a Recommended Practice for publisher inclusion, handling, display, and preservation of supplemental journal article materials. To do so, three groups will be created:

  • Stakeholders Interest Group comprising stakeholders to be kept apprised of the development of the Recommended Practice. Members would serve as a source of feedback on document drafts, and they would provide community vetting of a final document.
  • Business Working Group: a small group (no more than 12-15 people) who would draft recommendations related to the semantic aspects of the topic for inclusion in the Recommended Practice. Questions include: What are the semantic aspects? What are the definitions? What are the recommended roles for the stakeholders in this arena? What are the business practices?
  • Technical Working Group: another small group that would look at the syntactic, structural issues related to supplemental materials in order to develop recommendations around these to be included in the final publication. Members would address issues such as syntax, linking, interoperability, markup, metadata, etc.

We welcome input from the community on this project. If you are interested in participating in this project or learning more about it, please contact Karen Wetzel, NISO Standards Program Manager.

Discovery to Delivery Topic Committee

NISO/UKSG KBART Phase 2 Working Group

Co-chairs: Sarah Pearson (UKSG), NISO chair TBA

In January 2010, the joint NISO/UKSG KBART (Knowledge Bases and Related Tools) Recommended Practice was published. This report recommends best practices for formatting and distributing title lists. By making some small adjustments to the format of their title lists, content providers can greatly increase the accessibility of their products. These recommendations are designed to be intuitive, easy for content providers to implement, and easy for knowledge base developers to process.

Following that report, a new proposal was submitted to and subsequently approved by NISO to begin work on KBART, Phase 2. This working group takes up the outstanding items that were identified in the January 2010 recommended practice as needed next steps. The group is charged to:

  1. Develop a second recommended practice to build on the initial recommendations delivered for Phase I of the KBART project in order to effect smoother interaction between members of the knowledge base supply chain. The Phase II report will focus on the more advanced, complex issues that cause problems in this area, as defined in the Next Steps portion of the Phase I report.

  2. Provide educational events that will address the roles of each (relevant) party in the supply chain, the functions each needs to carry out to improve supply of data to knowledge bases, and the value of doing so in each case. Content providers will benefit from a greater understanding of the needs and activities of those to whom they supply data; knowledge base providers and libraries will again benefit from improvements that can be expected when content providers are better educated.

  3. Deliver a centralized information portal, to support educational activities and provide a comprehensive resource for further learning.

The working group was formed in March 2010. At this time, additional members are being sought that represent the publishing industry in the United States. If you are interested in joining this group, please contact Karen Wetzel, NISO Standards Program Manager.

NCIP (NISO Circulation Interchange Protocol) Standing Committee

Chair: Gail Wanner
Maintenance Agency: EnvisionWare (contact: Rob Walsh)

This standing committee provides guidance to the published standard, ANSI/NISO Z39.83-2008 NISO Circulation Interchange Protocol (NCIP). In early 2010 this standard was shifted from a periodically maintained standard that undergoes a review every five years to a continuously maintained standard that allows for regular updating and changes through established procedures. The committee will be meeting in person April 27-29, 2010 to discuss proposed changes and make determinations on them, to discuss outreach efforts, international work, ties to related projects (e.g., RFID), implementation status updates, and more.

Physical Delivery of Library Resources Working Group

Co-chairs: Valerie Horton, Diane Sachs-Silveira

This working group first met in December 2009, and is tasked with developing a Recommended Practice for the delivery of physical library resources. Although e-resource numbers are substantial, the sharing and delivery of physical library items has also seen steady growth in recent years. Issues such as packaging, labeling, courier services, and more will benefit immensely from the development of best practices. At this time, the group has finalized the draft outline of content for the final report, and has begun work on writing. More information can be learned at the upcoming NISO Webinar on this topic, It's in the Mail: Improving the Physical Delivery of Library Resources, to be held May 12, 2010.

SSO (Single Sign-On) Authentication Working Group

Co-chairs: Harry Kaplanian, Steven Carmody

This effort, a Chair's Initiative project, aims to explore issues related to Web Single Sign-On (SSO) Authentication Optimization in order to create a Recommended Practice(s) that will improve the user experience across a set of distributed service providers with a consistent and easy-to-use single sign-on authentication. The working group originally focused on clarifying and structuring its charge and scope, and has now begun work. Four subgroups have been created within the working group, to focus on the four specific deliverables of the charge:

  • Deliverable 1: NISO Recommended Practice: standardizing terminology.
  • Deliverable 2: NISO Recommended Practice: standardizing user interface presentation for user authentication.
  • Deliverable 3: NISO Recommended Practice: Identify approaches (existing implementations?) that allow federated search technologies and portals to leverage existing web SSO authentication sessions of a user when contacting backend Service Provider sites.
  • Deliverable 4: NISO Recommended Practice: Provide plans for the promotion and adoption of these Recommended Practices to make the access improvements a reality.

Potential New Work

MESUR Project Grant

Along with the School of Informatics and Computing, Indiana University, NISO has submitted a grant to The Andrew W. Mellon Foundation titled Developing a Generalized and Sustainable Framework for a Public, Open, Scholarly Assessment Service Based on Aggregated Large-scale Usage Data. This grant proposes the support for a planning process that aims to define models for the expansion and generalization of the MESUR Project's operations to create a community-supported, sustainable effort that can bring about significant changes in the domain of scholarly assessment, while also supporting the current MESUR Project work in order to align it to that process at its end.