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Letter from the Executive Director

Standards development is inherently a social effort.  In working toward a consensus, discussions include focus on technology, of course, but also business processes and how people interact. Of all the problems that I have seen in standards development and in information distribution technology, the thorniest hang-ups have not been technical issues.  They have been social concerns: of business decisions or relationships. Most of the time, overcoming these barriers to consensus or adoption involves not technical solutions, but social agreement on moving beyond them.

Over the past few months, I have been conducting a series of meetings with NISO members at their offices. These meetings provide opportunities for me to explain NISO and our work to a number of people at the member organization beyond the one or two representatives who engage directly with NISO, either via balloting or participating on a NISO working group. Often there are many people in the production, product development, marketing, or IT departments of a NISO member who are working on things related to NISO’s activities, but who haven’t been involved with NISO’s work or our programs. In part, these meetings are relationship-building opportunities for NISO and our working groups. An equally important element is the opportunity to hear from NISO members about the concerns and issues they are facing.  Such concerns, in my experience, are often similar across a variety of organizations. Hearing several times of a problem across different institutions is a sign that there could be an opportunity to improve an industry-wide process or practice, and the potential for a new working group or standards project to address that issue. I have found that these free-form conversations are quite valuable in considering new initiatives and patterns for growth. Each meeting with a NISO member organization may have a stated agenda or areas of concern identified for discussion, but there has also been room for us to talk about the broader themes of engagement and problem-solving in a way that may lead to something bigger and more expansive than the simple act of describing NISO projects.

In a larger sense, our current business environment seems to provide little room for these conversations, and much of the structure of our typical interactions tends to limit opportunities to have them.  Much of NISO’s work is accomplished virtually via teleconferences, webinars, and virtual interactions. These tools have had a tremendous impact on our ability to get work done more quickly and to engage a more diverse group in our efforts.  The strict limits of time and space have rapidly diminished, even in just the past 12 years that I have been at NISO, and more significantly in the decades prior to that. But even as new tools and technology expand flexibility in arranging to meet as a group, they cause us to lose something as well.  There have been many times over the years I have been at NISO when I have met someone at a conference, only to realize moments later that the two of us have spoken regularly for years on some group or committee, but have never met in person. Being in a room together, seeing people’s reactions, or being able to have a conversation in the hall, kitchen, or at the lunch table between working sessions is extremely important. Because of a lack of visual clues or time delays in transmission, telephone or broadcast technology can create barriers or distractions. Sometimes there is also a less free level of engagement, because many people are less comfortable interacting on phones or video conferences.  Although physical rooms are often dominated by one or two people, virtual rooms have the same issue but multiplied.

NISO won’t be shifting to a focus on in-person events for every working group or educational event.  The economics, size, and scale of our work simply precludes going back to the days where every meeting needed to be face-to-face because there wasn’t another option.  We have too many groups, and stakeholders are too diverse, to make every group or meeting happen in the same location. Physical meetings can also be exclusionary because not everyone has the resources to attend those individual meetings.  However, we should consider ways that these one-on-one interactions can be encouraged, as they play an important role in facilitating the collaborative work that we do. I have the good fortune of being able to engage directly with our members and volunteers on a regular basis. I’d like to find a way to engage our participants more directly and personally from time to time, because I do see it as valuable.

Some of the new ideas offered in these meetings, I hope, will filter up to the standards leadership committees in the form of new work items.  Several of these ideas from past and (potentially) future meetings I will write about here and, where appropriate, share more broadly in the information community in the hopes that we will see greater engagement to address these issues. Finally, I hope that these meetings will expand the relationships and foster connections between NISO and the staff of its member companies, because it is these bonds that build the NISO community and make our work more relevant.

If you would like to arrange a meeting for your organizational staff to discuss technology, standards, or improving your business processes, please do let me know.  I am happy to discuss NISO, our work, our plans, or—more importantly—your work as well as your plans and concerns and how NISO can support you in solving those issues.  Send me a note and I would be happy to find a time to arrange a visit. I look forward to seeing you all soon!

With kindest regards,

Todd Carpenter
Executive Director, NISO

NISO Reports

Media Stories

Org ID: a recap and a hint of things to come

Over the course of the past two years, a cross-section of the stakeholder community has investigated the need for a "community-led, organizational identifier registry".  According to John Chodacki, Director of the University of California Curation Center, California Digital Library, the time spent has led to the formulation of a Registry Initiative plan. As the blog entry notes, "The initiative’s leadership group has already secured start-up resourcing and is getting ready to announce the launch plan---more details coming soon." 

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RA21 Position Statement on Access Brokers

This statement from the Resource Access for the 21st Century (RA21) organization provides a lightweight understanding of how such tools as Kopernio from Clarivate or Anywhere Access from Digital Science relate to the on-going activities of RA21. Whereas RA21 represents a long-term effort at minimizing barriers to access for users operating from off-campus locations, these "access broker" tools more immediately resolve the users' issues of reaching legitimately licensed materials. There is concern that these tools may compromise individual users' privacy and enable more extended tracking of behaviors and usage. 

The statement concludes with this quote, "RA21 will reduce the need for Access Broker tools and allow simple access to scholarly resources from anywhere, on any device, at any time, with no pre-configuration or additional software required."

NISO NOTE: RA21 is a joint project of NISO and the International STM Association that is producing a NISO Recommended Practice.

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Library Values & Privacy in our National Digital Strategies: Field Guides, Convenings, and Conversations

This report is the output from a grant awarded by the Institute of Museum and Library Services to The UW-Milwaukee Center for Information Policy Research, in partnership with Data & Society, the American Library Association’s Office of Intellectual Freedom and the New York Public Library, to “discuss and debate a national roadmap for a digital privacy strategy for libraries”. Common concerns and themes heard from attendees at a series of gatherings were (1) Centralization and Coordination; (2) Communication and Advocacy; (3) Training & Education. Bulleted next steps include (among others) the creation of a repository of privacy-protecting language and model contracts from successful negotiations, ensuring privacy is understood as a core value and advocated for as strongly as intellectual freedom and access to information, and creation of guides or resources to educate and empower specific groups within the library field.

NISO NOTE: The American Library Association and the New York Public Library are NISO members. 

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Global tablet sales decline, with only Apple and Huawei Showing Growth

The number of tablets shipped in the second quarter of 2018 continues to show minimal growth. 33 million were shipped worldwide, primarily from Apple and Huawei. According to one spokesperson quoted in the story, "Though consumers and businesses alike have shown interest in the detachable form factor, those operating on tighter budgets have had very few options available to them and hence some have opted for traditional PCs...However, with the launch of the Surface Go, Chrome OS-based, and hopefully a more affordable iPad Pro in the future, the detachable category still has a bright future, provided the performance and software lines up with users’ expectations." The article includes a table showing sales from the top five suppliers of tablet devices, their market share and year-over-year growth. 

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International Federation of Library Associations (IFLA) Publishes Background Paper on Extended Collective Licensing

From the Key Conclusions From the Report, “...countries are actively looking for solutions, in particular as regards the uses of orphan works, education, out of commerce works, or foreign works, among others”. The idea of extended collective licensing (ECL) in this context is that it can serve as a more efficient mechanism for libraries in handling rights management where an original rights holder may not be found or alternatively may not have been able to arrange for a collective management organization to handle collection of fees. This is particular important when a library or cultural heritage institution is considering a mass digitization project. As noted in the report, “An adequate ECL scheme therefore gives users the security to guarantee that they will not be held liable for copyright infringement for not having acquired authorisation from every rights holder in situations where this is necessary.”

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Accenture Wins Library of Congress Data Center Contract

Accenture Federal Service will be responsible for migrating "the Library’s current data center to new hosting environments, and enhance the security, reliability and performance of the Library’s data infrastructure." The contractor is one of the ten largest government technology contractors in the Washington DC area; the particular contract is valued at $27.3 million. 

According to the Accenture spokesperson quoted in the news coverage, the work being done “is pivotal in achieving the Library’s strategic goal of deploying state-of-the-industry technology to expand and speed digital access to its vast collection of books and media.” 

NISO NOTE: The Library of Congress is a NISO Voting Member

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Annual Reviews announces First Review Journal in the field of Biomedical Data Science

Annual Reviews, the nonprofit publisher of scholarly review journals, today announced the publication of the inaugural volume of the Annual Review of Biomedical Data Science, its 50th publication to launch since the company was founded in 1932.

Inaugural Co-Editors Russ B. Altman, winner of the 2018 International Society for Computational Biology and Bioinformatics Outstanding Contribution Award, and Michael Levitt, joint winner of the 2013 Nobel Prize in Chemistry, and the journal’s Editorial Committee have invited recognized leaders to address broad challenges in the discipline. Contributors synthesize and analyze primary research addressing important new technologies for analyzing biomedical data such as deep learning, text mining, network analysis, visualization, privacy policy and technology, sequence analysis, protein-RNA interactions, molecular interaction networks, simulation of cells/tissues, challenges for mass spectrometry, clinical and genomic phenotyping, and cancer therapy resistance.

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New and Proposed Specs and Standards

2018-19 Edition of Library of Congress Recommended Formats Statement released

"The Library of Congress Recommended Formats Statement identifies formats, or sets of technical characteristics – such as physical books, digital file types, specific editions or specific metadata elements – that encourage preservation and long-term access for creative works. One purpose of the Statement is to provide internal guidance within the Library to help inform acquisitions of collections materials (other than materials received through the Copyright Office). A second purpose is to inform the creative and library communities on best practices for ensuring the preservation of, and long-term access to, the creative output of the nation and the world. The new edition of the statement emphasizes the benefit of electronic delivery of datasets. Datasets are a rapidly expanding content area that bring unique challenges for large-scale file delivery and repository management. The datasets section of the statement now includes a preference for access by public or private online URLs over tangible media such as CD-ROM or DVD-ROM. This more accurately reflects the reality of acquiring and managing digital content in modern workflows."

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W3C Workshop on Digital Publication Layout and Presentation (from Manga to Magazines) planned for September 18-19, 2018 in Tokyo, Japan

“This workshop is intended to bring together experts to evaluate the current status and explore future directions of visually-rich long-form digital publications based on Web Technologies (particularly CSS, the formatting language of the Web), encompassing both fixed and dynamic layouts. Such “high-design” publications, with complex or sophisticated layout, may be sequential art (Comics, Manga, Bandes Dessinées, etc.), magazines, picture books, cookbooks, educational materials, etc.” It is intended to “identify mismatches between existing Web technologies and these current practices, helping to inform and guide current standards development work, and potentially to help instigate new work.” The workshop’s webpage includes the meeting’s agenda with links to position papers submitted by the speakers.  A meeting report will be posted after the meeting is complete.

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