2018 Membership Meeting
NISO Annual Report
of 2017 Activities
Todd Carpenter
Executive Director, NISO
June 23, 2018
2018 Membership Meeting Overview
• Focusing on NISO’s Value-add to the community
• Restructuring NISO Topic Committee & Standards Portfolio
• NISO Strategic Directions 2018
• New NISO website
• NISO Information Organized - NISO i/o
• NISO Training and educational activities
• 2017 Financial update
• NISO Training and educational activities
• NISO Standards Program
• International Activities
• Open discussion of NISO activities
June 23, 2018
2018 NISO Annual Membership
Meeting
1
What value does NISO add?
Engagement
Interoperability
Education
June 23, 2018
2018 NISO Annual Membership
Meeting
2
Re-organize
June 23, 2018
2018 NISO Annual Membership
Meeting
3
Topic Committee Sorting Exercise
June 23, 2018
2018 NISO Annual Membership
Meeting
4
Reorganized NISO’s Topic Committees
• Information Creation & Curation (ICC)
• Information Discovery and Interchange (IDI)
• Information Policy & Assessment (IPA)
• All coordinated and overseen by
NISO Architecture Committee
June 23, 2018
2018 NISO Annual Membership
Meeting
5
Setting a vision
June 23, 2018
2018 NISO Annual Membership
Meeting
6
Improve
June 23, 2018
2018 NISO Annual Membership
Meeting
7
New NISO.org!
June 23, 2018
2018 NISO Annual Membership
Meeting
8
Thank you to EBSCO
June 23, 2018
2018 NISO Annual Membership
Meeting
9
Iterate
June 23, 2018
2018 NISO Annual Membership
Meeting
10
NISO Information Organized
NISO i/o
June 23, 2018
2018 NISO Annual Membership
Meeting
11
Very Positive Membership Trends
Currently 83 voting members - Net (+19) from 2014
Nine new Voting Members in 2017
Apex CoVantage, LLC
ASTM International
Cabell's
Code Ocean
Duke University Press
Hypothes.is
Meta
SpringerNature
Taylor & Francis
Three new so far in 2018
Typefi
International Electrotechnical Commission (IEC)
eLife Sciences Publications
June 23, 2018
2018 NISO Annual Membership
Meeting
12
Continuing Positive Membership Trends
Moderating growth in LSA Membership in 2017
Currently 141 LSA Members
5 new in 2017
2 new in 2018 so far
4 non-renewals in 2017/18
Up from only 31 LSA members in 2011!
June 23, 2018
2018 NISO Annual Membership
Meeting
13
Membership trends 1998-2017
June 23, 2018
2018 NISO Annual Membership
Meeting
14
0
50
100
150
200
250
19981999200020012002200320042005200620072008200920102011201220132014201520162017
NISO MEMBERSHIP 1998-2017
LSA
Members
Voting
Members
NISO Financial Report
(Audited Financial Statements & IRS 990 available upon request)
June 23, 2018
2018 NISO Annual Membership
Meeting
15
Financial Update - Income
June 23, 2018
2018 NISO Annual Membership
Meeting
16
$(200,000)
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016
NISO REVENUES 1998-2017
Sublease Income
Investment Income
Workshops/other
Revenues
Publications
Revenue/Subscriptions
Grants
Dues
Financial Update - Expenses
June 23, 2018
2018 NISO Annual Membership
Meeting
17
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016
NISO EXPENSES 1998-2018
Fundraising
General &
Administrative
Goverance
Membership Services
Education Services
International
Standards
Development
Publications
Financial Update – Surplus/Loss
$(400,000)
$(300,000)
$(200,000)
$(100,000)
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
19981999200020012002200320042005200620072008200920102011201220132014201520162017
NISO NET ASSETS & ANNUAL SURPLUS/LOSS 1998-2017
Note: Significant swings in deficits/surpluses shown represent the receipt of
multiple-year grants, which are received as cash & held as restricted assets.June 23, 2018
2018 NISO Annual Membership
Meeting
18
NISO Standards Work
June 23, 2018
2018 NISO Annual Membership
Meeting
19
Standards Completed
• STS: Standards Tag Suite – PUBLISHED
• Technical Report, Issues in Vocabulary Management –
Published
• Understanding Metadata Primer – Published
• Draft Framework on Data and Privacy in partnership with
Research Data Alliance - Released
June 23, 2018
2018 NISO Annual Membership
Meeting
20
2017/18 - New standards projects
LAUNCHED:
• Resource Access in the 21st Century (joint project with STM)
• Manuscript Exchange Common Approach (MECA)
• E-Book Metadata Working Group
• Open Source Implementation of MathML in Chromium
Revisions of ANSI/NISO Z39.18, .19, and .29
• ANSI/NISO Z39.18-2005 (R2010) Scientific and Technical
Reports - Preparation, Presentation, and Preservation
• ANSI/NISO Z39.19-2005 (R2010) Guidelines for the
Construction, Format, and Management of Monolingual
Controlled Vocabularies
• ANSI/NISO Z39.29-2005 (R2010) Bibliographic References
June 23, 2018
2018 NISO Annual Membership
Meeting
21
Into 2019 - New standards projects
• PROJECTS UNDER DISCUSSION:
– Recommended Practice for Text & Data Mining Services
– Discovery of Video/AV content for scholarly publishing
– Preservation of Augmented Reality
– Packaging identifiers
– Badging of privacy support rules for RA21
June 23, 2018
2018 NISO Annual Membership
Meeting
22
Educational Programs for 2017/18
• Monthly webinar series - 16 events
– 1,000+ sites registered in 2017, down slightly
– Average of nearly 4 people per site
• 6 Virtual Conferences
• In person meeting in Baltimore in May 2018
• Sold Out 2 XML standards for Standards Publishers
– First NISO meeting outside the USA in Geneva
June 23, 2018
2018 NISO Annual Membership
Meeting
23
New Educational Program in 2017
• New program: NISO In-depth training
• An eight week online course providing information on
how to appropriately use APIs in the library and
publishing community.
• Ran from September through November
SOLD OUT!
• Fall of 2018 – Training on Technical Project Management
– Idea for 2019 – Training on Analytical Analysis
June 23, 2018
2018 NISO Annual Membership
Meeting
24
Inter-National Information Standards
Organization (i-NISO)
June 23, 2018
2018 NISO Annual Membership
Meeting
25
NISO & ISO in 2017/18
NISO continues to represent US interests to
ISO Technical Committee on Information & Documentation
(ISO TC46 & its 5 subcommittees)
Serve ISO as Secretariat for ISO TC46/SC 9 – Identification &
Description
New Projects:
Revision of ISO 690 – Bibliographic References
ISO 15836-2 – Dublin Core (Part 2) – Application Profiles
Revision of ISO 3166 - Country Codes
Creation of Principles of Identification
June 23, 2018
2018 NISO Annual Membership
Meeting
26
New International Program in 2018
• As of January 1, 2018 NISO has assumed the ANSI
Technical Advisory Group (TAG) responsibilities for
ISO/IEC JTC 1/SC 34 -- Document description
and processing languages
June 23, 2018
2018 NISO Annual Membership
Meeting
27
June 23, 2018
2018 NISO Annual Membership
Meeting
28
ISO/IEC JTC 1/SC 34 Standards
• XML Schematron
• Open Document Format
• Office Open XML
• ISO EPUB
• Font-related Identification
• New Work Item: EPUB DRM (at ballot)
June 23, 2018
2018 NISO Annual Membership
Meeting
29
Open Discussion
Questions / Comments
June 23, 2018
2018 NISO Annual Membership
Meeting
30
Thank you!
Todd Carpenter
Executive Director
tcarpenter@niso.org
Nettie Lagace
Associate Director, Programs
nlagace@niso.org
Jill O’Neil
Director of Content
joneill@niso.org
Kimberly Graham
Office Manager
kgraham@niso.org
June 23, 2018
2018 NISO Annual Membership
Meeting
3600 Clipper Mill Road
Suite 302
Baltimore, MD 21211 USA
Tel.: (301) 654-2512
Fax: (410) 685-5278
www.niso.org
31

2018 NISO Membership Meeting Report on 2017 Activities

  • 1.
    2018 Membership Meeting NISOAnnual Report of 2017 Activities Todd Carpenter Executive Director, NISO June 23, 2018
  • 2.
    2018 Membership MeetingOverview • Focusing on NISO’s Value-add to the community • Restructuring NISO Topic Committee & Standards Portfolio • NISO Strategic Directions 2018 • New NISO website • NISO Information Organized - NISO i/o • NISO Training and educational activities • 2017 Financial update • NISO Training and educational activities • NISO Standards Program • International Activities • Open discussion of NISO activities June 23, 2018 2018 NISO Annual Membership Meeting 1
  • 3.
    What value doesNISO add? Engagement Interoperability Education June 23, 2018 2018 NISO Annual Membership Meeting 2
  • 4.
    Re-organize June 23, 2018 2018NISO Annual Membership Meeting 3
  • 5.
    Topic Committee SortingExercise June 23, 2018 2018 NISO Annual Membership Meeting 4
  • 6.
    Reorganized NISO’s TopicCommittees • Information Creation & Curation (ICC) • Information Discovery and Interchange (IDI) • Information Policy & Assessment (IPA) • All coordinated and overseen by NISO Architecture Committee June 23, 2018 2018 NISO Annual Membership Meeting 5
  • 7.
    Setting a vision June23, 2018 2018 NISO Annual Membership Meeting 6
  • 8.
    Improve June 23, 2018 2018NISO Annual Membership Meeting 7
  • 9.
    New NISO.org! June 23,2018 2018 NISO Annual Membership Meeting 8
  • 10.
    Thank you toEBSCO June 23, 2018 2018 NISO Annual Membership Meeting 9
  • 11.
    Iterate June 23, 2018 2018NISO Annual Membership Meeting 10
  • 12.
    NISO Information Organized NISOi/o June 23, 2018 2018 NISO Annual Membership Meeting 11
  • 13.
    Very Positive MembershipTrends Currently 83 voting members - Net (+19) from 2014 Nine new Voting Members in 2017 Apex CoVantage, LLC ASTM International Cabell's Code Ocean Duke University Press Hypothes.is Meta SpringerNature Taylor & Francis Three new so far in 2018 Typefi International Electrotechnical Commission (IEC) eLife Sciences Publications June 23, 2018 2018 NISO Annual Membership Meeting 12
  • 14.
    Continuing Positive MembershipTrends Moderating growth in LSA Membership in 2017 Currently 141 LSA Members 5 new in 2017 2 new in 2018 so far 4 non-renewals in 2017/18 Up from only 31 LSA members in 2011! June 23, 2018 2018 NISO Annual Membership Meeting 13
  • 15.
    Membership trends 1998-2017 June23, 2018 2018 NISO Annual Membership Meeting 14 0 50 100 150 200 250 19981999200020012002200320042005200620072008200920102011201220132014201520162017 NISO MEMBERSHIP 1998-2017 LSA Members Voting Members
  • 16.
    NISO Financial Report (AuditedFinancial Statements & IRS 990 available upon request) June 23, 2018 2018 NISO Annual Membership Meeting 15
  • 17.
    Financial Update -Income June 23, 2018 2018 NISO Annual Membership Meeting 16 $(200,000) $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 NISO REVENUES 1998-2017 Sublease Income Investment Income Workshops/other Revenues Publications Revenue/Subscriptions Grants Dues
  • 18.
    Financial Update -Expenses June 23, 2018 2018 NISO Annual Membership Meeting 17 $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 NISO EXPENSES 1998-2018 Fundraising General & Administrative Goverance Membership Services Education Services International Standards Development Publications
  • 19.
    Financial Update –Surplus/Loss $(400,000) $(300,000) $(200,000) $(100,000) $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 19981999200020012002200320042005200620072008200920102011201220132014201520162017 NISO NET ASSETS & ANNUAL SURPLUS/LOSS 1998-2017 Note: Significant swings in deficits/surpluses shown represent the receipt of multiple-year grants, which are received as cash & held as restricted assets.June 23, 2018 2018 NISO Annual Membership Meeting 18
  • 20.
    NISO Standards Work June23, 2018 2018 NISO Annual Membership Meeting 19
  • 21.
    Standards Completed • STS:Standards Tag Suite – PUBLISHED • Technical Report, Issues in Vocabulary Management – Published • Understanding Metadata Primer – Published • Draft Framework on Data and Privacy in partnership with Research Data Alliance - Released June 23, 2018 2018 NISO Annual Membership Meeting 20
  • 22.
    2017/18 - Newstandards projects LAUNCHED: • Resource Access in the 21st Century (joint project with STM) • Manuscript Exchange Common Approach (MECA) • E-Book Metadata Working Group • Open Source Implementation of MathML in Chromium Revisions of ANSI/NISO Z39.18, .19, and .29 • ANSI/NISO Z39.18-2005 (R2010) Scientific and Technical Reports - Preparation, Presentation, and Preservation • ANSI/NISO Z39.19-2005 (R2010) Guidelines for the Construction, Format, and Management of Monolingual Controlled Vocabularies • ANSI/NISO Z39.29-2005 (R2010) Bibliographic References June 23, 2018 2018 NISO Annual Membership Meeting 21
  • 23.
    Into 2019 -New standards projects • PROJECTS UNDER DISCUSSION: – Recommended Practice for Text & Data Mining Services – Discovery of Video/AV content for scholarly publishing – Preservation of Augmented Reality – Packaging identifiers – Badging of privacy support rules for RA21 June 23, 2018 2018 NISO Annual Membership Meeting 22
  • 24.
    Educational Programs for2017/18 • Monthly webinar series - 16 events – 1,000+ sites registered in 2017, down slightly – Average of nearly 4 people per site • 6 Virtual Conferences • In person meeting in Baltimore in May 2018 • Sold Out 2 XML standards for Standards Publishers – First NISO meeting outside the USA in Geneva June 23, 2018 2018 NISO Annual Membership Meeting 23
  • 25.
    New Educational Programin 2017 • New program: NISO In-depth training • An eight week online course providing information on how to appropriately use APIs in the library and publishing community. • Ran from September through November SOLD OUT! • Fall of 2018 – Training on Technical Project Management – Idea for 2019 – Training on Analytical Analysis June 23, 2018 2018 NISO Annual Membership Meeting 24
  • 26.
    Inter-National Information Standards Organization(i-NISO) June 23, 2018 2018 NISO Annual Membership Meeting 25
  • 27.
    NISO & ISOin 2017/18 NISO continues to represent US interests to ISO Technical Committee on Information & Documentation (ISO TC46 & its 5 subcommittees) Serve ISO as Secretariat for ISO TC46/SC 9 – Identification & Description New Projects: Revision of ISO 690 – Bibliographic References ISO 15836-2 – Dublin Core (Part 2) – Application Profiles Revision of ISO 3166 - Country Codes Creation of Principles of Identification June 23, 2018 2018 NISO Annual Membership Meeting 26
  • 28.
    New International Programin 2018 • As of January 1, 2018 NISO has assumed the ANSI Technical Advisory Group (TAG) responsibilities for ISO/IEC JTC 1/SC 34 -- Document description and processing languages June 23, 2018 2018 NISO Annual Membership Meeting 27
  • 29.
    June 23, 2018 2018NISO Annual Membership Meeting 28
  • 30.
    ISO/IEC JTC 1/SC34 Standards • XML Schematron • Open Document Format • Office Open XML • ISO EPUB • Font-related Identification • New Work Item: EPUB DRM (at ballot) June 23, 2018 2018 NISO Annual Membership Meeting 29
  • 31.
    Open Discussion Questions /Comments June 23, 2018 2018 NISO Annual Membership Meeting 30
  • 32.
    Thank you! Todd Carpenter ExecutiveDirector [email protected] Nettie Lagace Associate Director, Programs [email protected] Jill O’Neil Director of Content [email protected] Kimberly Graham Office Manager [email protected] June 23, 2018 2018 NISO Annual Membership Meeting 3600 Clipper Mill Road Suite 302 Baltimore, MD 21211 USA Tel.: (301) 654-2512 Fax: (410) 685-5278 www.niso.org 31

Editor's Notes

  • #2 October 9, 2009
  • #3 October 9, 2009
  • #4 ENGAGEMENT: NISO enables libraries, publishers, and vendors to collaborate and solve problems of mutual interest by providing a neutral forum in which they can engage and build consensus Interoperability: NISO supports choice and efficiency across our community by promoting interoperability of information products and services through standards and best practices Education: NISO keeps our community up to date by publishing news, running educational programs, and providing thought leadership
  • #5 October 9, 2009
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  • #10 October 9, 2009
  • #11 October 9, 2009
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  • #26 October 9, 2009
  • #28 October 9, 2009
  • #29 October 9, 2009
  • #32 October 9, 2009
  • #33 October 9, 2009