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Barilla, Carpenter, Gladfelter Graham, Griffey, and Lagace "2024 NISO Annual Members Meeting"
The 2024 NISO Annual Membership Meeting report outlines the organization's vision, mission, and key strategic priorities for 2023-2026, with an emphasis on diversity, equity, inclusion, and sustainability. Significant accomplishments in 2023 include the growth of membership, hosting of numerous events, and advancements in standards development in various fields. The report highlights an ongoing commitment to community engagement and effective leadership, alongside an initiative to communicate progress and adapt strategies in response to changing conditions.
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Barilla, Carpenter, Gladfelter Graham, Griffey, and Lagace "2024 NISO Annual Members Meeting"
- 1. 2024 Membership Meeting NISOAnnual Report of 2023 Activities NISO Annual Meeting Webinar June 25, 2024
- 2. 2023 Membership MeetingOverview ► NISO’s Vision, Mission and Strategic Priorities ► 2023/24 Reflections ► NISO 2023 Membership – Mary Beth Barilla ► NISO 2023 Education & DEIA Initiatives – Kimberly Graham ► NISO Standards Program – Nettie Lagace ► NISO Plus – Jason Griffey ► NISO 2023 Finances ► Looking Forward 2024-26 ► Open discussion of NISO activities June 25, 2024 2024 NISO Annual Membership Meeting 2
- 3. June 25, 2024 2024NISO Annual Membership Meeting 3 NISO acknowledges that the land on which our office sits in Baltimore is rooted in the unceded, traditional territories of the Piscataway, Susquehannock, and Nanticoke peoples, as well as being the contemporary home to a living community of Lumbee people. For more information, please visit: https://native-land.ca
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- 5. 5 June 25, 2024 2024NISO Annual Membership Meeting NISO’s vision is a world where all benefit from the unfettered exchange of information
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- 7. 7 June 25, 2024 2024 NISOAnnual Membership Meeting The mission of NISO is to build knowledge, foster discussion, and advance authoritative standards development through collaboration among the cultural, scholarly, scientific, and professional communities.
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- 9. NISO seeks consensusamong participants in our work and strives for outputs that serve a worldwide community. NISO is committed to diversity, equity, inclusion, and accessibility in everything we do. NISO equally values the contributions of all voices in our processes.
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- 12. Adopting a NewStrategy Throughout 2023 a subcommittee of the Board met to discussion a revised strategic direction document. In October 2023, the NISO Board adopted a new Strategic Plan. NISO is committed to diversity and providing high-quality guidance (standards/best practices) for the community. In service of these two outcomes, we seek to build a stronger community, that provides leadership and thoughtful support, while seeking to grow strategically to enhance our capacity and sustainability. 12 2024 NISO Annual Membership Meeting
- 13. 13 June 25, 2024 More EfficientWith Standards
- 14. 14 June 25, 2024 Diversity, Equity, Inclusion& Accessibility
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- 16. NISO nurtures anengaged, inclusive, and sustainable community. NISO is recognized for connecting diverse stakeholders and inspiring collaboration among them. Strategic Priorities 2023-2026 1. NISO provides its members and community resources and information they value so that they can understand developments and trends in our communities. 2. NISO is a welcoming environment for people of all backgrounds and perspectives and encourages an inclusive perspective and participation in our programs, our technical development work, and leadership. 3. Members and the wider community use NISO’s education, training, and management resources to engage on critical information management issues. 4. Members of underserved/marginalized communities and early career professionals have access to industry information, development and volunteer opportunities, and mentors that will support their increased involvement in NISO’s efforts and their overall career success within our stakeholder community. NISO Strategic Plan: Community
- 17. 17 June 25, 2024 Effective ThoughtLeadership
- 18. NISO builds knowledgethrough leadership and innovation in improving efficiency in our community. NISO is recognized for its expertise and considered an exemplar for standards development for information management. Strategic Priorities 2023-2026 1. Advance community best practice through a focus on the value that standards bring to organizations and people engaged in content creation, dissemination, preservation and use. 2. Provide leadership and support innovation to improve efficiency as content forms and information management models change. Continue to translate that leadership into action and outputs that improve community practice and efficiency. 3. Continue to build upon the NISO Plus Conference as an influential and impactful forum for thought leadership and discussion, which fosters collaboration and innovation. Seek to build the NISO Plus branded events portfolio through virtual and in-person events. 4. Using the NISO Plus model and its outputs, identify emerging trends affecting cultural, scholarly, scientific, and professional communities and create forums to foster discussion and build knowledge to ensure members and the community have the information/understanding to address these emerging trends. NISO Strategic Plan: Leadership
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- 20. NISO grows meaningfullyand expands its standards work and services portfolio in areas of highest demand and the greatest potential for expanding our resources. NISO is recognised for actively seeking new opportunities. Strategic Priorities 2023-2026 1. Continue to ensure NISO’s sustainability and increased financial support from existing stakeholder groups through a focus on value and quality service. 2. Explore areas where NISO can strategically extend its involvement in adjacent domains or communities and develop programs, services or leadership opportunities where NISO can add the greatest value. 3. Articulate and communicate clearly NISO’s value proposition to existing and targeted potential stakeholders for actions in new domains. 4. Using the NISO Plus structure and NISO’s Leadership activities, extend NISO’s standards work into new domains which are nascent or developing to support innovation in our community. NISO Strategic Plan: Growth
- 21. Executing This Strategy Beginningin 2024, we began a series of announcements and outreach to communicate these plans to the membership. Each of the items above is being tracked by the NISO Staff and the Board of Directors. The Board has identified several KPIs related to the priorities noted previously and we will be reporting regularly on our progress. If necessary, adjustments can be made as NISO’s priorities change over time in response to market conditions. 21 2024 NISO Annual Membership Meeting
- 22. Reflections on 2023-24 June25, 2024 2024 NISO Annual Membership Meeting 22
- 23. June 22, 1939 June25, 2024 2024 NISO Annual Membership Meeting 23
- 24. 2023-24 Serving ourcommunity ► NISO now has 38 active working groups, subgroups, and maintenance committees ► By comparison, in 2009, NISO had 13 active projects ► NISO hosted 47 virtual events, two in-person events, and the NISO Plus Virtual Conference, or an average more than 4 per month ► By comparison in 2009, NISO hosted 13 virtual events and 3 in-person ► NISO membership is now more than 1,000 organizations ► By comparison in 2009, NISO had 109 members ► NISO Plus 23 events drew more than 700 participants online and in-person June 25, 2024 2024 NISO Annual Membership Meeting 24
- 25. Consensus isn’t alwayseasy June 25, 2024 2024 NISO Annual Membership Meeting 25
- 26. NISO Standards DevelopmentWork in 2023 June 25, 2024 2024 NISO Annual Membership Meeting 26 3Newly Published RP or Standards 2Drafts for public comment issued 4New Projects/Groups Launched 1New Grant of $49,000 to support NISO Plus Scholarships
- 27. NISO PLUS June 25,2024 2024 NISO Annual Membership Meeting 27
- 28. June 25, 2024 2024NISO Annual Membership Meeting 28
- 29. Seeking to improvelibrary collaborative collections efforts with IMLS support 29 The CCLP project was made possible in part by the Institute of Museum and Library Services (IMLS) Grant #: LG-252384-OLS-22. For more information about this grant: https://www.imls.gov/grants/awarded/lg-252384-ols-22 June 25, 2024 2024 NISO Annual Membership Meeting
- 30. It’s a bigworld! NISO’s working within ISO 30 June 25, 2024 2024 NISO Annual Membership Meeting
- 31. NISO’s Role inISO, representing US interests NISO is the US Technical Advisory Group determining US positions on ISO work in: ISO TC 46 Information and Documentation • Technical interoperability (SC 4) • Statistics and performance evaluation (SC 8) • Identification and description (SC 9) • Document storage and preservation (SC 10) • Archives/records management (SC 11) ISO JTC 1/SC34 Information Technology - Document description and processing languages 31 June 25, 2024 2024 NISO Annual Membership Meeting
- 32. 32 NISO Serves asSecretariat for ISO TC 46/SC 9 Identification & Description In January 2024, Todd Carpenter was elected Chair of TC 46/SC 9 and Keondra Bailey assumed the role of Committee Manager NISO staff and its members participated in 7 ISO plenary meetings, and engage on 25 ISO working groups, and more than 35 projects. NISO Supports International Standards Development
- 33. 33 ISO TC 46published in 2023/24: ISO 24138 – International Standard Content Code (ISCC) ISO 23527 – Research activity identifier (RAiD) ISO 21127 – Reference ontology for the interchange of cultural heritage information (CDOC-CRM) ISO 28560-1/3 – RFID in Libraries ISO 11620 – Library performance indicators ISO 11789 – Permanence and durability of writing, printing and copying on paper ISO 16245 – Boxes, file covers and other enclosures, made from cellulosic materials, for storage of paper and parchment documents TR 8344 – Issues and considerations for managing records in structured data environments ISO/IEC JTC 1/SC 34 published: ISO /IEC 23078- Parts1-3 — Specification of digital rights management (DRM) technology for digital publications ISO International Standards Work Published
- 34. 34 ISO TC 46has begun work to revise/develop: ISO 25964-1, Thesauri and interoperability with other vocabularies ISO 999/5963 Guidelines for the content, organization and presentation of indexes ISO 26324 – Digital object identifier system ISO/DIS 16687 – Impact assessment for museums ISO DTR 24332 – Blockchain and Distributed Ledger Technology in relation to authoritative records, records systems, and records management ISO/AWI 30301 – Management systems for records — Requirements ISO/IEC JTC 1/SC 34 working on revision of ISO/IEC 29500 Office Open XML ISO International Standards Development Work
- 35. ISO IWA Unique Media Identification 35 June25, 2024 2024 NISO Annual Membership Meeting How to Identify Media Outlets UMiD ONE Example of how media companies are organized
- 36. New ISO Technical Committee 36 June 25, 20242024 NISO Annual Membership Meeting ISO TC 349 – Cultural Heritage Conservation Proposed by the Chinese National Standards Administration (SAC) and approved by the ISO Technical Management Board in February. Scope: Standardization in the field of terminology, technologies, materials and equipment for monitoring, evaluation, preservation and restoration of cultural heritage. Excluding: ISO/TC 36 Cinematography, ISO/TC 42 Photography, ISO/TC 46 Information and documentation NISO has applied to assume the role of representation US interests as the Technical Advisory Group
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- 38. Positive Membership Trends Four new NISOVoting Members in 2023/24 Boston Library Consortium J. Paul Getty Trust Scholastica Synaptica Six Non-Renewals of NISO Voting Members 2024 NISO Annual Membership Meeting
- 39. Positive Membership Trends Five new LSAMembers Dominican University of California Elon University RAND University of California, Davis University of Minnesota Two Non-Renewals of NISO LSA Members Boston Library Consortium added 18 new LSA members as a group 5 new libraries joined through the Canadian Research Knowledge Network Consortium 2024 NISO Annual Membership Meeting
- 40. Positive Membership Trends One new Individual/SoleProprietor Member Sheeba Medterm, Inc. 2024 NISO Annual Membership Meeting
- 41. Education Report June 25, 2024 2024NISO Annual Membership Meeting 41
- 42. Education & DEIA NISOStaff Member: Kimberly Gladfelter Graham, Education Program Manager & DEIA Advocate
- 43. Diversity Equity Inclusion Accessibility • In 2023,the Board of Directors took the decision to pause the committee and conduct an assessment. • The conclusion was to reset the committee and its charges. • New Charges and Deliverables • Establishment of a new committee • New committee is working to bring those deliverables into focus and fruition
- 44. DEIA Committee Members •Trevor Dawes (BOD) • Yali Feng • Judith Fraenkel, Current Chair • Ruth Haber • Yuimi Hlasten, ’22 • Salwa Ismail (BOD), Past Chair • Rosy Salman Khan ’23 • George Kerscher • Sandra Kiselica • Preeti Gokal Kochar • Rebecca McLeod (BOD) • Russell Michalak ‘22 • Johanssen Obanda, ’21 • Christie Peters • Deborah Poff • Merrilee Proffitt • Anjaneya Reddy ‘22 • Ellen Riney • Cassidy Sugimoto • Maria Stanton, Founder and Honorary Member (BOD)
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- 46. Education • WEBINARS • Todate: • Author Rights • Libraries, Researchers & Social Change • Accessibility – PDF & Beyond • Sustainability • Indigenous Librarianship • Ensuring Trust • Upcoming • Collaborative Collections (2 Part Program) • Metadata in AI • Website Accessibility • COUNTER • Authentication & Browser Changes
- 47. • NISO-BISG Forum@ ALA • Friday, June 28, 12:00 – 4:00 pm Room 05A • Unfettered Access • Training Series • April & May: AI & Prompt Design • June – August: DEIA in the Scholarly Landscape • September – November: Open Research • Starts September 26 – November 21 • Thursdays, 11:00 am – 12:30 pm ET • Bianca Kramer and Jeroen Bosman • In the legacy of the Humanities Roundtable and NISO’s commitment to the Humanities, we are working to re-revision this event.
- 48. 2025 • Beginning Planning •Welcome ideas & suggestions • Join the Education Committee • Please reach out: [email protected]
- 49. Committee • Doyin Adenuga‘23 • Janaynne Carvalho do Amaral ‘23 • Gwen Evans • Greg Grazevich • Rosy Salman Khan ‘23 • Grace Kim ‘23 • Alice Meadows • Russell “Rusty” Michalak ‘22 • Shriyaa Mittal • Daniel Ridge • Dane Secor • Stacy Scott • Sonali Sugrim ‘23 • Carolina Tanigushi ‘20 • Lieke Boerefin VanSchaaijk ‘21
- 50. NISO Plus ScholarshipProgram & Cohort • Intended for anyone who feels that their voice and views are currently underrepresented in the information ecosystem • Over 60 awardees from around the globe • 2024 NISO Plus Conference – Sloan Foundation supported in person participation of a new cohort, as well as members from the 2021-2023 virtual years • Participate in the DEIA Committee, the Education Committee, and Working Groups • Consider applying this fall for the 2025 NISO Plus Scholarship
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- 52. Standards Program Report June25, 2024 2024 NISO Annual Membership Meeting 52
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- 54. 2023-24 Standards Completed ANSI/NISO Z39.106-2023, Peer Review Terminology Publication Date: July 5, 2023 ANSI/NISO Z39.105-2023, Content Profile/Linked Document Publication Date: December 12, 2023 NISO RP-47-2024, JATS4R Accessibility, Version 1.0 Publication Date: March 13, 2024
- 55. 2023-24 Standards Progressing NISORP-8-202x, Journal Article Version (JAV) Revision Draft open for public comment through July 7 NISO RP-45-202x, Communication of Retractions, Removals, and Expressions of Concern (CREC) Working Group approved; in ballot to Information Discovery & Interchange Topic Committee NISO RP-44-202x, Interoperable System of Controlled Digital Lending Recommended Practice Working Group and Information Discovery & Interchange Topic Committee considering impact of multiple negative comments NISO Z39.96-202x, Journal Article Tag Suite (JATS) v. 1.4 Standing Committee approved; will open ballot for Information Creation & Curation Topic Committee and open call for Voting Pool members NISO Z39.103-202x, SSOS: Standards-Specific Ontology Standard Changes made per Voting Pool comments; will recirculate updated version for approval
- 56. 2023-24 Standards Progressing JATS4R– Authors and Affiliations JATS4R subgroup finalizing draft to be approved by JATS4R Steering Committee and ICC Topic Committee Revision of NISO RP-9-2014, KBART: Knowledge Bases and Related Tools Recommended Practice Draft for public comment expected by early 2025 Revision of NISO RP-24-2019 Transfer Code of Practice (Version 4.0) Draft for public comment expected by late 2024
- 57. 2023-24 New StandardsProjects Collaborative Collections Lifecycle Infrastructure Project (CCLIP) Cataloging/Metadata Acquisitions Assessment & Data Analysis Consortia Develop Standard Metadata for Remediation of Content for Accessibility (ARM) Operationalizing Open Access Business Processes In the wings… Further WGs for Collaborative Collections Lifecycle Infrastructure Project (CCLIP) Recommended Practice for Unique Electronic Resource Package Identifiers Recommended Practice to Update Author Name Changes in the Academic Publication Record after Publication as a Result of Identity Change Recommended Practice to ILS/LSP Ecosystem Interconnectivity Encompassing Technical Needs, Definitions of Terms and Community Transparency
- 58. New Standards (Projects)Ideas Under Discussion NISO Plus Outputs Ideas User access reporting to libraries by publishers Improvements in humanities Multilingual metadata Open Education resources identification AI literacy & ethical use Help compliance with FAIR principles Reduce barriers to open scholarship Other Ideas US National PID Strategy
- 59. NISO Plus Report June25, 2024 2024 NISO Annual Membership Meeting 59
- 61. A new typeof event, focused on conversation and community, with the goal of identifying needs in the information ecosystem and helping to shepherd those needs into projects and ultimately solutions.
- 62. Conversations becomeoutcomes Outcomes become projects Projects become solutions
- 64. 2020 2021 2022 • Package ID •Communication of Retractions, Removals, and Expressions of Concern (CORREC) • Publisher-Repository Interoperability • Interoperable System of Controlled Digital Lending • Multilingual/Multicultural issues (metadata and more) • User Interface in Persistent ID Transactions 2023 • Open Access usage data • Global metadata diversity issues
- 65. • More than600 Attendees • 30 Countries • 26% from Outside US • More than 50 ideas generated for possible future NISO work
- 66. • 225 Attendeesin person in Baltimore • Attendees from across the community • 31% Libraries • 24% Suppliers or scholarly infrastructure providers • 24% Publishers • Remainder from mix of government agencies, associations, consultancies, or NGOs
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- 72. Financial Report June 25, 2024 2024NISO Annual Membership Meeting 72
- 73. Membership Trends 1998-2022 73 June25, 2024 2024 NISO Annual Membership Meeting 0 200 400 600 800 1000 1200 19981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023 NISO MEMBERSHIP 1998-2023 LSA Members Voting Members
- 74. June 25, 2024 2024 NISOAnnual Membership Meeting 74 $(200,000) $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 NISO REVENUES 1998-2023 (Pre-Audit) Sublease/Other Income Investment Income Workshops/other Revenues Publications Revenue/Subscriptions Grants Dues
- 75. June 25, 2024 2024 NISOAnnual Membership Meeting 75 $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 NISO EXPENSES 1998-2023 (pre-audit) Fundraising General & Administrative Goverance Membership Services Education Services International Standards Development Publications NOTE: 2023 Breakdown of expenses isn’t yet available
- 76. Financial trends 1998-2023(pre-audit) 76 June 25, 2024 2024 NISO Annual Membership Meeting $(400,000) $(300,000) $(200,000) $(100,000) $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 19981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023 NISO NET ASSETS & ANNUAL SURPLUS/LOSS 1998-2023 (Pre Audit)
- 77. Looking Forward June 25, 2024 2024NISO Annual Membership Meeting 77
- 78. Welcome New NISO Directors (2024-27) 78 June25, 2024 2024 NISO Annual Membership Meeting Jonathan Clark, Principal, Independent Consultant and Managing Agent DOI Foundation elected Vice Chair of the NISO Board. Trevor A. Dawes, Vice Provost for Libraries and Museums and May Morris University Librarian, University of Delaware (re-elected) Jill Morris, Executive Director, PALCI, the Partnership for Academic Library Collaboration and Innovation Jenny Mathias, Global Marketing and Operations Director, Cambridge University Press and Assessment Emily Singley, Vice President, North American Library Relations, Elsevier
- 79. Strategies for Growth ►Focus on integration of DEIA throughout our work ► Continue to build NISO’s membership & engagement ► Engaging new market segments for Voting Membership ► Expanding our work into Cultural Heritage Conservation and other areas ► Engaging internationally ► Engaging with more libraries directly through consortial partnerships ► Focus on building up NISO’s financial reserves after a period of investment ► Explore ways to be more efficient in standards development work ► Developing and extending partnerships with other organizations June 25, 2024 2024 NISO Annual Membership Meeting 79
- 80. Strategies for Growth ►Continue to develop grant funding pipeline ► Exploring several new ideas for grant proposals (Implementation of CCLP work) ► Extending NISO Plus Conference model by alternating in-person/virtual ► Returning to an in-person annual conference ► Continue NISO Plus Conference Series as virtual event in Fall 2024 ► Build on model of discussion leading to ideas that develop into project and then solutions ► Continued focus on value and adoption in the community of NISO work June 25, 2024 2024 NISO Annual Membership Meeting 80
- 81. Other interesting thingson the horizon ► NISO Training modules and learning arcs ► Extending NISO Unfettered Access interview series ► Integration of CARE principles for indigenous knowledge in the publication workflow in partnership with AGU ► Efforts to improve the efficiency of SMART standards ► New work ideas related to accessibility ► US National persistent identifier strategy ► Continued development and integration of NISO back-end systems ► Continued development of NISO Plus Scholarship Program ► Support of the Persistent Identifier (PID) community ► Exploring Research Activity Id (RAiD) system development in the USA June 25, 2024 81
- 82. To all thosewho engage in our work June 25, 2024 2024 NISO Annual Membership Meeting 82
- 83. Thank you tothe NISO Staff! 83
- 84. June 25, 2024 2024 NISOAnnual Membership Meeting 84 Please reach out! 3600 Clipper Mill Road Suite 302 Baltimore, MD 21211 USA Tel.: (301) 654-2512 www.niso.org @NISOinfo Todd Carpenter Executive Director [email protected] Nettie Lagace Associate Executive Director [email protected] Keondra Bailey Assistant Standards Program Manager [email protected] Mary Beth Barilla Director of Business Development & Communications [email protected] Kimberly Graham Educational Programs Manager and DEIA Advocate [email protected] Jason Griffey Director of Strategic Initiatives [email protected] Sara Groveman Educational and Communications Coordinator [email protected] Lisa Jackson Office Manager [email protected]
- 85. New to NISO? Letus help! Just click the QR Code to tell us what types of NISO information you want to receive: ► NISO Announcements/Press Releases ► NISO Information Organized (I/O) ► Educational Programs ► NISO Standards and Working Group Updates ► NISO Plus Or Visit: https://confirmsubscription.com/h/j/16B94AB10EFACDB2 June 25, 2024 2024 NISO Annual Membership Meeting 85
- 86. Share your feedback ►Our 2023 community survey closes tomorrow, June 30 ► Tell us what you know about NISO and our work ► Share your thoughts on the challenges that lie ahead for our community surveymonkey.com/r/AMM23 86 June 25, 2024 2024 NISO Annual Membership Meeting
- 87. THANK YOU Thank youto all of our attendees for engaging with NISO and the community in our work and for joining us today! Please stay in touch! June 25, 2024 2024 NISO Annual Membership Meeting 87