Headshot of NISO Eexecutive Director, Todd Carpenter

September 2015

Data are everywhere in our current information environment. The sources of data have expanded both through the miniaturization of sensors and the interconnectivity of electronic devices. Simultaneously, computing power has grown exponentially and the costs of data storage have dropped at a similarly spectacular pace. Combined, these four factors have transformed how we gather, analyze and combine data to address analytical problems or approach research questions. These changes are reverberating throughout the research, library, and publisher communities, as each group adjusts its practices to adapt to this new content from. Yet, significant questions remain about how information professionals should manage this information, curate it, or support its use. Even a task such as citation—something relatively simple in a print environment—can be significantly more challenging as it applies to data and its use. More complex data issues such as discovery, interchange, and reuse are on the horizon. Exploratory and research work is beginning to address some of these questions.

One such area where data provides interesting perspectives is that of privacy. NISO has been working on a project on patron privacy in library, publisher and systems-provider systems since this spring. That project is working toward a set of consensus principles to guide the community as more and more content and library systems are managed outside the physical confines of the library. Much as the information management issues related to data vary from traditional content forms, so too do the privacy implications of the curation, management, and reuse of data. Evaluation of those issues is a potential area of work that NISO is considering. There are many other areas of focus in this very complex set of issues. We will continue to engage diverse community members on these issues, including discussions later this month at the Research Data Alliance plenary meeting.

The rapid changes affecting the entire landscape of scholarly communications is something NISO will be considering as well in September, during NISO's next Virtual Conference on the Scholarly Communications landscape. This terrific program will kick off with a thought-providing keynote from Phil Bourne. Additional information, including the entire program and registration information, is available here.

As an organization, NISO often engages experts with deep technical skills and tremendous industry experience to work on our projects. But that doesn't mean that NISO's work is focused only on those persons with years of experience or deep technological expertise. Core to our organizational mission is educating the community on technological tools, services, and trends. We support this mission through our robust educational programs and our publications, such as ISQ and this online newsletter.

To help support a foundational level of knowledge for the information management community, NISO is very pleased to present the first publication of a new NISO Primer Series, a primer on Research Data Management. This primer, freely available to the community, was written by Carly Strasser, now Program Manager at the Gordon and Betty Moore Foundation. Carly is an experienced practitioner with a distinguished track record of engagement in—and support of the community around—data management issues. A free download of this primer is available here. Additional primers on the topics of metadata and linked data will be published later this fall and into the coming year.

Fall is usually one of our busiest times of the year and this fall will be similar. The pipeline of upcoming activities is robust and fascinating. Like the new standards project that NISO announced last month to develop a technical markup for producing standards, there are also many opportunities for community members to engage with NISO. We'll be making a steady stream of announcements in the coming months about new projects, both revisions of existing standards, as well as new initiatives, or drafts for public comment or trial. We hope you all will seize on these opportunities to work with us.


Todd Carpenter’s Signature

Todd Carpenter

Executive Director

NISO Reports

NISO Publishes New Primer on Scientific Data Management

NISO has launched a new Primer Series on information management technology issues with the publication of the first primer on the topic of Research Data Management. The primer on Research Data Management provides an overview of how data management has changed in recent years, and outlines best practices for the collection, documentation, and preservation of research data. Creating research data that is easily reproducible and transparent is the ultimate goal, and following the guidelines in this primer can help educate researchers to ensure their data is available for others. The differences between publishing papers and publishing datasets and the citation challenges the data community are working on solving are also discussed.

Carly Strasser, Program Manager at the Gordon and Betty Moore Foundation and author of the Primer said, "Data management is therefore an emerging concern for researchers. This primer provides a high-level overview of research data management, and is intended to be useful across domains."

This Primer on Research Data Management and forthcoming primers on Understanding Metadata and Linked Data for Cultural Institutions are introductory documents on these important topics relating to information management for those new to our community, or for those who just need a summary understanding of these issues. The NISO Primer series will be freely available and licensed for reuse under a Creative Commons-BY-NC 4.0 license. The NISO Primer on Research Data Management is available as a free download from the NISO website at:

Working Group Forming to Develop Interoperable Tag Suite for Standards Markup

The NISO voting members have approved a new project to standardize the ISO Standard Tag Set (ISOSTS) in line with JATS (ANSI/NISO Z39.96-2012 JATS/ Journal Article Tag Suite) for application by standards development organizations (SDOs) and use in the standards ecosystem. In the process of formalizing ISO STS—a variant of JATS—as an ANSI/NISO standard, this new NISO initiative will support input from many organizations who have begun to use it in their own publication production processes. Interested participants from digital publishing and standards development and publishing support organizations are encouraged to contact NISO.

Final Program Confirmed for NISO In-Person Forum on the Future of Library Resource Discovery

NISO will host a two-day meeting to take place in Baltimore, Maryland on October 5 & 6, 2015 on The Future of Library Discovery. In February 2015, NISO published a white paper commissioned from library consultant Marshall Breeding by NISO's Discovery to Delivery Topic Committee. The in-person meeting will be an extension of the white paper with a series of presenters and panels offering an overview of the current resource discovery environment. Attendees will then participate in several conversations that will examine possibilities regarding how these technologies, methodologies, and products might be able to adapt to changes in the evolving information landscape in scholarly communications. The goal will be to craft a way the community can take advantage of new technologies, metadata models, or linking environments to better accomplish the needs of libraries to provide access to resources.

Confirmed speakers include:

  • Opening Keynote: Marshall Breeding, Independent Library Consultant,
  • Scott Bernier, Senior Vice President, Marketing, EBSCO
  • Gregg Gordon, President, Social Science Research Network (SSRN)
  • Michael Levine-Clark, Professor / Associate Dean for Scholarly Communication and Collections Services, University of Denver Libraries
  • Neil Grindley, Head of Resource Discovery, Jisc
  • Karen Resch McKeown, Director, Product Discovery, Usage and Analytics, Gale | Cengage Learning
  • Ido Peled, Vice President, Solutions & Marketing, Ex Libris North America
  • Jason S. Price, PhD, Director of Licensing Operations, SCELC Library Consortium
  • Mike Showalter, Executive Director, End-User Services, OCLC
  • Julie Zhu, Manager, Discovery Service Relations, Marketing, Sales & Design, IEEE
  • Closing Keynote: Peter Murray, Library Technologist and blogger at the Disruptive Library Technology Jester

Thanks to the generous sponsorship commitments from EBSCO, Sage Publications, Ex Libris, Proquest, and Elsevier, we are able to hold the registration costs at a modest level. The cost to attend the two-day seminar in-person for NISO Members (Voting or LSA) is only $250.00; Nonmember: $300.00; and for Students: $150.00. If you are not available to join us in Baltimore, you may also attend remotely through a Live Streaming registration for $175.00 or if unavailable on the day of the forum, receive access to the recorded version of the forum. All in-person attendees will also receive access to the recording.

The early bird deadline is fast approaching and space is limited, so register soon! Please visit the event page for the most up-to-date information on the agenda, speakers and registration information.

A Deep Dive into KBART: KBART Standing Committee organizes Charleston Preconference

Join members of the KBART (Knowledge Bases and Related Tools) Standing Committee at the Charleston Library Conference as they guide you through the ins and outs of the KBART Phase II Recommended Practice. Through classroom instruction and hands-on experience, the workshop will provide in-depth coverage of all KBART data elements, with special focus on many of the most frequently asked questions about the recommended practice. The session will also outline the steps in the KBART adoption process and highlight the benefits of endorsement. Participants will also gain insight into how the provision of standardized metadata can increase exposure of their electronic content, ensure smoother interoperability with knowledge base and link resolver vendors, and ultimately improve end user access.

This Charleston Library Preconference will be held Wednesday, November 4 from 1:00 - 5:00 p.m. EDT. Registration for the preconference is an additional $110.00 above the conference registration fee. More information about attending the Charleston Conference is available here and the registration form is here.

Confirmed speakers include:

  • Marlene van Ballegooie, University of Toronto Libraries
  • Benjamin Johnson, ProQuest
  • Sheri Meares, EBSCO Information Services
  • Nettie Lagace, NISO
  • Noah Levin, Springer
  • Gary Pollack, Cengage Learning
  • Julie Zhu, IEEE
  • Kristen Wilson, North Carolina State University Libraries

September Two-Part Webinar: The Practicality of Managing "E"

NISO will be holding a two-part webinar in September on the topic of The Practicality of Managing "E". In Part 1 of this two-part webinar, to be held on September 9, speakers will address a variety of licensing issues. A key component to the discussion will be a focus on the critical pieces of a license, including privacy, accessibility, preservation, migration, and the negotiation process between a library and a vendor.

In Part 2, to be held on September 16, speakers will focus on staffing issues at different types of libraries and how staff manages integration of e-resources into workflows, as well as a discussion about whether or not to execute a reorganization.

Topics and speakers are:

PART 1: Licensing

  • Preparing your organization to negotiate license agreementsTracy L. Thompson, Executive Director, NELLCO Law Library Consortium
  • Licenses and Author Rights Model from the publisher perspectiveStacy V. Sieck, Library Communications Manager, Americas Region, Taylor & Francis Group
  • Strategies and Resources for Assertive NegotiationAbbie Brown, Head, Consortial Resources, University of Missouri System

PART 2: Staffing

  • Lessons Learned by Rethinking E-resource Management in Academic LibrariesMeg Manahan, Associate Director for Collection Management and Services, University of St. Thomas, St. Paul, Minnesota and Nathan Putnam, Head, Metadata Services, McKeldin Library, University of Maryland College Park
  • Try, Try AgainJennifer J. Leffler, Technical Services Manager, University Libraries, University of Northern Colorado

You may register for one or both parts; registrants to both parts receive a 25% discount. For more information and to register, visit the event webpages:

September Virtual Conference: Scholarly Communication Models: Evolution or Revolution?

Scholarly communication deals with the systems and processes involved in the creation and dissemination of knowledge. Scholars can't help but have to navigate the complex issues around author rights, access, costs, new models of publishing, peer–review, and compliance with research funder policies. These scholarly communication components are continually evolving along with changes in technical infrastructure, the economics of publishing, knowledge preservation, and social practice. Learn how scholarly communication models are evolving from the authors', publishers', and libraries' perspectives. The presenters will share and discuss their approach in adapting and navigating the issues surrounding this topic.

NISO Virtual conferences are 6 hours in length and held online in webinar-like formats, with occasional breaks in the schedule for participants. The longer length allows the depth of coverage of a conference coupled with the convenience of a webinar. This September Virtual Conference will be held on September 23, 2015 from 11:00 am – 5:00 pm Eastern Time.


  • Keynote Address: Ten Simple Rules for Changing how Scholars Communicate - Philip E. Bourne, Ph.D., FACMI, Associate Director for Data Science (ADDS), Founding Editor in Chief PLOS Computational Biology, National Institutes of Health
  • Open: Much more than a different business model - Lars Bjørnshauge, Managing Director, DOAJ (Directory of Open Access Journals) and SPARC Europe Director of European Library Relations
  • Whose job is it anyway? Changing roles and responsibilities for research communication - Melinda Kenneway, Executive Director, Kudos
  • The role of annotations in scholarly communications - Dan Whaley, Founder,
  • The role of repositories and non–traditional outputs - Gregg Gordon, President and CEO, Social Sciences Research Network (SSRN)
  • Libraries as Partners in Sustainable Campus-Based Publishing and Scholarly Communications - Sarah Kalikman Lippincott, Program Director, Educopia Institute, Library Publishing Coalition
  • Use Modern Metrics to Tell the Stories of Your Research - Andrea Michalek, Plum Analytics
  • So Now What? Some Concluding Thoughts on Takeaways and Themes - Charles Watkinson, Associate University Librarian, Publishing; Director, University of Michigan Press, University of Michigan Library
  • Roundtable Discussion

NEW: Training Thursday! All registrants to this virtual conference will receive a login to the associated NISO Training Thursday, Using Alerting Systems to Ensure OA Policy Compliance to be held on October 1 from 1:00 - 2:30 p.m. (EDT) . Confirmed presenters are Howard Ratner, Executive Director, CHORUS and Erin Braswell, Lead Developer of SHARE at the Center for Open Science. Separate registration to the training event only is also available. If you are unable to attend the Training Thursday in person, you can view the recording of the session.


Registration is per site (access for one computer) and closes at 4:00 pm Eastern on September 22, 2015 (the day before the virtual conference). Discounts are available for NISO members and students. All virtual conference registrants receive access to the recorded version for one year. Can't make it on the day of the virtual conference? All registrants receive access to the recorded version for one year. Take advantage of the Virtual Conference subscription package for all six of the 2015 Virtual Conferences and save 33%.

For more information and to register, visit the event webpage

New Specs & Standards

The National Institute of Standards and Technology (NIST) - Federal Information Processing Standard (FIPS) 202, SHA-3 Standard: Permutation-Based Hash and Extendable-Output Functions

The National Institute of Standards and Technology (NIST) has released the final version of its "Secure Hash Algorithm-3" standard, a next-generation tool for securing the integrity of electronic information. NIST developed this hash algorithm using a public competition and vetting process that drew 64 submissions worldwide. Broadly useful in the world of electronic communications, hash algorithms transform a digital message into a short "message digest" for use in digital signatures and other applications. Any change in the original message creates a change in the digest, which enables detection of accidental or intentional changes to the original message. Hash functions can be used in a variety of security applications such as message authentication. They also are useful during routine software upgrades to make sure that the new software has not been tampered with.

Unicode - Core Specification, Unicode Version 8.0

The core specification for Version 8.0 of the Unicode Standard is now available, containing significant updates and improvements supporting the full diversity of languages around the world, including improvements for Cherokee, New Tai Lui, Bengali, Devanagari, as well as a substantial revision to the documentation on emoji symbols, including descriptions of the new symbol modifiers for implementing skin tone diversity. In Version 8.0, the standard grew by 7,716 characters.

W3C, Digital Publishing Interest Group - Working Draft of Priorities for CSS

This document documents CSS features needed by the digital publishing community, as determined by the W3C Digital Publishing Interest Group. It describes the group's highest priorities for entirely new CSS features, implementation of CSS features that have already been specified, and some cases where work may need to be done beyond the scope of CSS. Publication as a First Public Working Draft does not imply endorsement by the W3C Membership. This is a draft document and may be updated, replaced or obsoleted by other documents at any time. In addition, this document is not on Recommendation track.

American Library Association, Association for Library Collections & Technical Services (ALCTS), FY2014 Preservation Statistics Survey Report

The Preservation Statistics Survey, an effort coordinated by the Preservation and Reformatting Section (PARS) of ALCTS, is a project that documents and analyzes the preservation activities of cultural heritage institutions in the United States. This report includes the input of 87 respondent institutions and reports and evaluates trends in conservation, collection assessment and digitization/exhibit prep, general preservation activities, reformatting/digitization, and digital preservation activities.

ANSI and European Standards Organizations Share Q&A Documents to Facilitate Better Mutual Understanding

The American National Standards Institute (ANSI) and the European Standards Organizations (ESOs) have released two Q&A documents aimed at facilitating a better mutual understanding of the U.S. and European standardization systems. The ESOs are comprised of the European Committee for Standardization (CEN), the European Committee for Electrotechnical Standardization (CENELEC), and the European Telecommunications Standards Institute (ETSI). Both ANSI and the ESOs agreed that the intent of this initiative is to facilitate a better understanding of the workings of each system. The Q&A documents are the latest deliverable to come out of more than two decades of dialogue between ANSI and the ESOs. In recent years, these gatherings have evolved to also include the European Commission (EC) and the European Free Trade Association (EFTA).

EPUB Extensions for Indexes, Dictionaries, Advanced Layout Approved by IDPF Members

Five modular extensions to EPUB 3.0.1 specification have been approved as final Recommended Specifications by the members of the International Digital Publishing Forum. The specifications include:

  • EPUB Indexes 1.0
  • EPUB Dictionaries and Glossaries 1.0
  • EPUB Previews 1.0
  • EPUB Multiple-Rendition Publications 1.0
  • EPUB Region-Based Navigation 1.0

More information about these extensions is available at the IDPF website.

Media Stories

CHORUS Publisher Implementation Guide v2.0 Released

The latest version of the CHORUS Publisher Implementation Guide has been posted in the Resources section of the CHORUS website. Version 2.0 gives many more specific examples of what publishers need to do when working with the CHORUS services. (Read the full story)

NISO Note: Howard Ratner, CHORUS Executive Director, will be discussing implementation of CHORUS during the NISO Training Thursday webinar "Using Alerting Systems to Ensure OA Policy Compliance" on October 1. More information about the program is available here.

IFLA, Statement on Privacy in the Library Environment

At its 14 August 2015 meeting in Cape Town, South Africa, the IFLA Governing Board endorsed an IFLA Statement on Privacy in the Library Environment. This new Statement on Privacy in the Library Environment is intended to give guidance to libraries and information services in an environment that includes mass surveillance by governments and routine user data collection by commercial interests that provide content or services through the Internet. Risks to library users' privacy might arise through their use of search or social media applications on the Web or their use of library platforms and content that collect data on end users.

NISO Note: NISO is developing a consensus framework of principles on patron privacy for libraries, content and systems suppliers. More information about that project is available here.

IMLS releases report IMLS Focus convening on the subject of learning in libraries

As part of their ongoing community outreach activities, the IMLS has conducted several conversation forums on issues facing the library and information communities. A report of the latest meeting hosted at the Kansas City Public Library in Kansas City, MO was produced by OCLC Research. The report identifies four overarching themes that emerged, "which are offered as guidance to IMLS and potential grant applicants as recommended areas of focus for advancing learning in libraries":

  • Connect LIS Education and Professional Development to 21st Century Librarianship;
  • Pursue research that connects with library practice;
  • Design Participatory Learning Programs that demonstrate Innovation and Scalability;
  • Develop Cross-Disciplinary Collaborations That Advance Library Services Nationwide.

(Read the full report here.)

NISO Note: OCLC is a NISO Voting Member.

BISG Announces the Publication of New Research into Student and Faculty Attitudes Toward Content in Higher Education

The Book Industry Study Group (BISG) released new findings from surveys conducted in Spring 2015 and analyzed in two publications, Student Attitudes Toward Content in Higher Education, Volume Five Report 2, and its companion study, Faculty Attitudes Toward Content in Higher Education. Both reports are available for immediate download; the Student Attitudes report and Faculty Attitudes. The reports findings show significant traction for interactive learning tools and other forms of active learning. (Read the full story)

NISO Note: BISG is a NISO Voting Member.

The New Media Consortium (NMC) Horizon Report: 2015 Library Edition published

"The NMC Horizon Report: 2015 Library Edition examines key trends, significant challenges, and important developments in technology for their impact on academic and research libraries worldwide. To create the report, an international body of experts from library management, education, technology, and other fields was convened as a panel. Over the course of three months, the 2015 NMC Horizon Project Library Expert Panel came to a consensus about the topics that would appear. Six key trends, six significant challenges, and six important developments in educational technology are identified across three adoption horizons over the next one to five years, giving library leaders and staff a valuable guide for strategic planning. The format of the report was designed to provide these leaders with more in-depth insight into how the trends and challenges are accelerating and impeding the adoption of technology, along with their implications for policy, leadership, and practice." (Read the full story)

The Digital Humanities Are Alive and Well and Blooming: Now What?

Educause Review, September/October 2015

"With the field of digital humanities hitting its stride, higher education institutions need strong, end-to-end, coordinated strategies for managing digital creation." "Democratization" of digital content poses institution–wide challenges, as historians, philosophers and poets are learning how to use tools to conduct analysis for their work, building collections, developing their own tools, and constructing platforms. This article, describing a 2014 study conducted by Ithaka S+R in these areas, explores the roles that different campus players – including librarians – in higher education institutions can take in supporting this work." (Read the full story)

NISO Note: Ithaka S+R is a NISO Voting Member.