1
2008 Membership Meeting:
An Update of NISO’s Work
Todd Carpenter
Managing Director, NISO
Where are we headed?
• Status of the Organization
• Financial update
• New standards development tools and
redesigned NISO website
• Standards incubation
• Training and educational activities
• Information Standards Quarterly and Newsline
redesign
• Increased international engagement
• Open discussion of future NISO activities
Challenging membership trends
Currently 72 voting members - 28 LSA members
2008 - Lost 9 members, owing to:
Continuing consolidation
Completion of certain industry-specific projects
Undertaking aggressive outreach plan to increase
membership
Who participates in NISO?
•Broad representation
Libraries Publishers
Financial Update Financial Update
2
2008 - A year full of successes!
• Added 3 (+) new voting members
• Completed SERU, RFID, Journal Article Versions
report, NCIP Revision (almost done) and Framework
for Building Good Digital Collections (almost done)
• Launched four new initiatives so far this year
• Hosted 14 educational events - more than 800 people
participating
• Created a new Member Services position
• Launched new website and development toolset
• Held four Thought Leader meetings
• Redesigned ISQ and Newsline
Formalizing changes at NISO
•Based on strategic plans from 2005
•Technological tools installed
–New website
–Simplified management and oversight
–Structured communication tools
–Specialized standards development tools
–Funded by the Andrew W. Mellon Foundation
• More active international participation
Formalizing changes at NISO
• Leadership committees
– Providing key input, review and maintenance of WGs
– Reviewing multiple new work proposals
• Implementing procedural changes
– Gaining experience with voting pools
– Working with new technological tools to monitor progress
• More rapid pace of development
– Getting away from historical trend of multi-year development
– Goal is to complete work in average of 30 months.
– Not a fast track – the ONLY track
– NCIP, SERU and Framework revision all recent examples
New NISO website
• Launched March 30
• Provides back-end tools to facilitate the actions
and work of the Working Groups
• Improves communication and document
retention
• One central member database and contact
management system
• Manages the voting process
• Improves adherence to procedures
New Web Platform New Web Platform
3
The lifecycle of standards NISO Thought Leader Meetings
• Launched in Winter 2008
• Supported, in part, by Mellon Foundation
• Bring together specialists and key leaders in specific
subjects
• Brainstorm to determine most critical and realistic areas
for new standards development
• Which ideas should we approach first?
• Goal of launching new working groups
• Plans to continue meetings in 2009
New Projects and Incubation
• Thought Leader Meetings held
– Institutional Repositories - February
– Digital Library Systems & Digital Collections - June
– E-Learning systems and content incorporation - July
– Research Data - October
• Reports being considered for further action
New Projects and Incubation
• Ongoing
– Knowledge Base and Related Tools (KBART)
– Institutional ID (I2)
– Cost of Resource Exchange (CORE)
– DAISY Talking Book revision
– ONIX-PL WG
• International Work
– ISCI -- Collection Identification (TC 46 / SC 9)
– ISNI – Name (Party) Identification (TC 46 / SC 9)
– Bibliographic References ISO 690 (TC 46 / SC 9)
• Future/possible work items
– ERMI 3 - survey of vendors
– Z39.50 - Reaffirmation
– Presentation of online journals (NFAIS)
– DLF - ILS systems interoperability
Educating the Community
• Led by an Education Committee helping
organize programs
• Eleven successful events, with more than 800
attendees (so far!)
• Preservation
• Discovery tools
• Multimedia content
• BookExpo program with BISG
• Metadata/NASIG
• ALACTS webinar on Standards
• NISO/BISG ALA Pre-meeting
• OpenURL webinar
•ONIX-PL webinar
•SUSHI webinar
•Resource Sharing
•Identifiers webinar
•Performance Measures webinar
•SOH/ONIX-S webinar
Redesigning ISQ
•Launched in January with volume 20
•Increased content and expanding scope
•New style and look
•Regular features, columns and reports
•Formed an Editorial Board
•Unlimited copies to members
4
Future Changes at ISQ
•Continued expansion of content
•Move to a more fully-functional online
hosting platform
•Potentially partnering with full-service
publisher
•Portico preservation (signed in October)
•CrossRef deposit and DOI assignment
•Back-file digitization (Open Access)
Active Leadership in ISO
• NISO had been an active participant in ISO TC46 -
Information & Documentation
• Appointed Secretariat for TC46/SC9 - Identification &
Description in March 2008
– Committee responsible for ISBN, ISSN, ISAN, ISTC
– Developing DOI, ISNI, ISCI, bibliographic references and
thesauri standards
• Partnership with Korean National Standards body,
KATS
– Chair: Prof. Sam Oh - Sung Kyun Kwan U.
Goals for 2009
• Expand NISO’s membership
• Continue systematic review of standards portfolio
• Build on ideas and launch new standards projects suggested by
Thought Leader meetings
• Launch at least one new grant-funded initiative
• Continue educational program successes with focus on more web-
based events
• Establish new publishing arrangement for ISQ
• Improve workflows of international standards projects in TC 46 /
SC 9
Open Discussion
•____________
Thank you!
Todd Carpenter
Managing Director
tcarpenter@niso.org
Karen Wetzel
Standards Program Manager
kwetzel@niso.org
One North Charles Street
Suite 1905
Baltimore, MD 21201 USA
Tel.: (301) 654-2512
Fax: (410) 685-5278
www.niso.org

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Carpenter "2008 Membership Meeting: An Update of NISO’s Work"

  • 1. 1 2008 Membership Meeting: An Update of NISO’s Work Todd Carpenter Managing Director, NISO Where are we headed? • Status of the Organization • Financial update • New standards development tools and redesigned NISO website • Standards incubation • Training and educational activities • Information Standards Quarterly and Newsline redesign • Increased international engagement • Open discussion of future NISO activities Challenging membership trends Currently 72 voting members - 28 LSA members 2008 - Lost 9 members, owing to: Continuing consolidation Completion of certain industry-specific projects Undertaking aggressive outreach plan to increase membership Who participates in NISO? •Broad representation Libraries Publishers Financial Update Financial Update
  • 2. 2 2008 - A year full of successes! • Added 3 (+) new voting members • Completed SERU, RFID, Journal Article Versions report, NCIP Revision (almost done) and Framework for Building Good Digital Collections (almost done) • Launched four new initiatives so far this year • Hosted 14 educational events - more than 800 people participating • Created a new Member Services position • Launched new website and development toolset • Held four Thought Leader meetings • Redesigned ISQ and Newsline Formalizing changes at NISO •Based on strategic plans from 2005 •Technological tools installed –New website –Simplified management and oversight –Structured communication tools –Specialized standards development tools –Funded by the Andrew W. Mellon Foundation • More active international participation Formalizing changes at NISO • Leadership committees – Providing key input, review and maintenance of WGs – Reviewing multiple new work proposals • Implementing procedural changes – Gaining experience with voting pools – Working with new technological tools to monitor progress • More rapid pace of development – Getting away from historical trend of multi-year development – Goal is to complete work in average of 30 months. – Not a fast track – the ONLY track – NCIP, SERU and Framework revision all recent examples New NISO website • Launched March 30 • Provides back-end tools to facilitate the actions and work of the Working Groups • Improves communication and document retention • One central member database and contact management system • Manages the voting process • Improves adherence to procedures New Web Platform New Web Platform
  • 3. 3 The lifecycle of standards NISO Thought Leader Meetings • Launched in Winter 2008 • Supported, in part, by Mellon Foundation • Bring together specialists and key leaders in specific subjects • Brainstorm to determine most critical and realistic areas for new standards development • Which ideas should we approach first? • Goal of launching new working groups • Plans to continue meetings in 2009 New Projects and Incubation • Thought Leader Meetings held – Institutional Repositories - February – Digital Library Systems & Digital Collections - June – E-Learning systems and content incorporation - July – Research Data - October • Reports being considered for further action New Projects and Incubation • Ongoing – Knowledge Base and Related Tools (KBART) – Institutional ID (I2) – Cost of Resource Exchange (CORE) – DAISY Talking Book revision – ONIX-PL WG • International Work – ISCI -- Collection Identification (TC 46 / SC 9) – ISNI – Name (Party) Identification (TC 46 / SC 9) – Bibliographic References ISO 690 (TC 46 / SC 9) • Future/possible work items – ERMI 3 - survey of vendors – Z39.50 - Reaffirmation – Presentation of online journals (NFAIS) – DLF - ILS systems interoperability Educating the Community • Led by an Education Committee helping organize programs • Eleven successful events, with more than 800 attendees (so far!) • Preservation • Discovery tools • Multimedia content • BookExpo program with BISG • Metadata/NASIG • ALACTS webinar on Standards • NISO/BISG ALA Pre-meeting • OpenURL webinar •ONIX-PL webinar •SUSHI webinar •Resource Sharing •Identifiers webinar •Performance Measures webinar •SOH/ONIX-S webinar Redesigning ISQ •Launched in January with volume 20 •Increased content and expanding scope •New style and look •Regular features, columns and reports •Formed an Editorial Board •Unlimited copies to members
  • 4. 4 Future Changes at ISQ •Continued expansion of content •Move to a more fully-functional online hosting platform •Potentially partnering with full-service publisher •Portico preservation (signed in October) •CrossRef deposit and DOI assignment •Back-file digitization (Open Access) Active Leadership in ISO • NISO had been an active participant in ISO TC46 - Information & Documentation • Appointed Secretariat for TC46/SC9 - Identification & Description in March 2008 – Committee responsible for ISBN, ISSN, ISAN, ISTC – Developing DOI, ISNI, ISCI, bibliographic references and thesauri standards • Partnership with Korean National Standards body, KATS – Chair: Prof. Sam Oh - Sung Kyun Kwan U. Goals for 2009 • Expand NISO’s membership • Continue systematic review of standards portfolio • Build on ideas and launch new standards projects suggested by Thought Leader meetings • Launch at least one new grant-funded initiative • Continue educational program successes with focus on more web- based events • Establish new publishing arrangement for ISQ • Improve workflows of international standards projects in TC 46 / SC 9 Open Discussion •____________ Thank you! Todd Carpenter Managing Director [email protected] Karen Wetzel Standards Program Manager [email protected] One North Charles Street Suite 1905 Baltimore, MD 21201 USA Tel.: (301) 654-2512 Fax: (410) 685-5278 www.niso.org