Barilla, Carpenter, Gladfelter Graham, Griffey, and Lagace "NISO Annual Members Meeting"

2023 Membership Meeting
NISO Annual Report
of 2022 Activities
NISO Annual Meeting Webinar
June 29, 2023

2023 Membership Meeting Overview
► NISO’s Vision, Mission and Strategic Priorities
► 2022/23 Reflections
► NISO 2022 Membership – Mary Beth Barilla
► NISO 2022 Education & DEIA Initiatives – Kimberly Graham
► NISO Standards Program – Nettie Lagace
► NISO Plus – Jason Griffey
► NISO 2022 Finances
► Looking Forward 2023-24
► Open discussion of NISO activities
June 29, 2023
2023 NISO Annual Membership Meeting
3

June 29, 2023
2023 NISO Annual Membership Meeting 4
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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June 29, 2023
NISO’s vision is a world
where all benefit from the
unfettered exchange of
information

8
June 29,
2023
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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June 29,
2023
Diversity Equity & Inclusion

11
June 29,
2023
Effective Thought Leadership

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June 29,
2023
More Efficient With Standards

13
June 29,
2023
Community Development

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June 29,
2023
Revising NISO’s Strategic Plan

Developing New Strategy
Throughout 2023 a subcommittee of the
Board has been meeting to discussion a
revised strategic direction document.
While still a work in progress it is coalescing
around two general themes and three key
actions areas.
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.
15

Reflections on 2022-23
June 29,
2023

2022 What is “normal” anymore?
► The pandemic receded, and most of the restrictions have been lifted, with
work, travel and project activities all at or beyond 2019 levels.
► NISO Plus Conference is continues to drive worldwide engagement and
excitement, with more ideas that NISO could possibly pursue
► The “Great Resignation” hit NISO, with two team members departing, one for
retirement, another for their own startup.
► NISO hired three new team members, with another shifting staff roles, so
essentially 50% turnover in who was doing what at NISO.
► Secured two new grants in 2022, bringing in more resources than we had ever
received, but also larger efforts
► Launched a new type of in-person event in the fall of 2022 expanding the
NISO Plus brand
June 29,
2023

Welcome NEW NISO Staff
Welcome to:
Keondra Bailey started in October 2022 as NISO’s Assistant
Standards Manager
Lisa Jackson started in December 2022 as NISO’s Office Manager
Mary Beth Barilla started in January 2023 as NISO’s Director of
Business Development and Communications
18

2022-23 Running to keep up with demand
► NISO now has 28 active working groups 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 22 generated more than 40 potential project ideas of
varying quality.
June 29,
2023

NISO Standards Development work in 2022
June 29,
2023
6 Newly Published RP or Standards
2 Drafts for public comment issued
4 New Projects Launched
2 New Projects Funded with $847,000 in Grant
Support

NISO Engagement in 2022 ..
22
769 New Members in NISO
600+
615 Information Organized stories
1,452 Event Attendee Logins
NISO Plus Registrants in 2023
June 29, 2023 2023 NISO Annual Membership Meeting

2023 NISO PLUS
June 29, 2023

Migration to new
Community
Platform
In March of 2022, NISO
migrated its back-end to a
newer version of the
document management
and balloting system.
24

Seeking to improve library collaborative
collections efforts with IMLS support
25
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

It’s a big world and it needs standards
26

NISO’s Role in ISO, 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)
NISO and its members participated in 5
ISO plenary meetings, and engage on 30+
ISO working groups in 2022
27

28
NISO Serves as Secretariat for ISO TC 46/SC 9 Identification & Description
ISO TC 46/SC 9 Published:
ISO/TS 22943 – Principles of identification
ISO 23527 – Research activity identifier (RAiD)
and has begun work to revise/develop:
ISO 25964-1, Thesauri and interoperability with other vocabularies
ISO 999, Guidelines for the content, organization and presentation of indexes
ISO CD 24138 International Standard Content Code
NISO and its members participated in 5 ISO plenary meetings, and engage on
30+ ISO working groups
NISO Supports International Standards Development

Membership Report
June 29,
2023

Positive
Membership
Trends
Five new NISO Voting Members in 2022/23
American Mathematical Society
Amigos Library Services
Copyright Clearance Center
USMAI
PALNI
Six Non-Renewals of NISO Voting Members
June 29,
2023

Positive
Membership
Trends
Three New LSA members
Dartmouth College Library
Stony Brook University Libraries
University of California, Berkeley
Six Non-Renewals of NISO LSA Members
Amigos Library Services added ~700 new
LSA members as a group
June 29,
2023

Positive
Membership
Trends
New Membership Type:
Individual/Sole Proprietor
Informed Strategies
Kasdorf and Associates, LLC
Ken Rawson Consulting
Taxonomy Strategies
June 29,
2023

Education Report
June 29,
2023

Educational programs in 2022…
June 29,
2023
13 Monthly webinars
2 8-part training series
3 6-hour virtual conferences
6 Training events on NISO projects
9 Open teleconferences
2 In-person events (NISO Plus Forum &
NISO-BISG Changing Landscape Forum)

2022 NISO Education Program
13 monthly webinars
• Webinars – benefit of membership
• Do You Know Who Your Organization Webinar Contact Is?
• Get notices of upcoming educational programs
• Join your organization’s group viewing
• Get program recording if you can’t make live or want to revisit content
• kgraham@niso.org OR sgroveman@niso.org
• Poll – How long should webinars be?
• 55 minutes
• 60 minutes
• 90 minutes
• Members Rates for Virtual Conferences & Training Series
35

EDUCATION
• Programs survey results: “ Excellent/Very Good”
• Webinars – benefit of membership
• Do You Know Who Your Organization Webinar Contact Is?
• Get notices of upcoming educational programs
• Join your organization’s group viewing
• Get program recording if you can’t make live or want to revisit content
• kgraham@niso.org OR sgroveman@niso.org
• Poll –
• 55 minutes
• 60 minutes
• 90 minutes
• Members Rates for Virtual Conferences & Training Series
36

Upcoming Educational Programs
• WEBINARS
• August 2-Part
Lead: Beth German, Asst. Dir. for Library Assessment
and User Experience, Princeton University
• 8/9 - Metrics: Assessing Usage
• 8/16 - Metrics: What Additional Metrics Are
Needed?
• September
Lead: Greg Grazevich, Assoc. Dir, Bibliographic Info
Services and editor MLA International Bibliography,
Modern Language Association
• 9/13 - Multilingual Content and its Use
• And More…
• VIRTUAL CONFERENCE
• Tech Summit October 25 – 26
• FALL TRAINING SERIES
• Text & Data Mining
37

Education Committee
• Help Plan 2024 Program Topics &
Schedule
• Help Lead One Webinar or Virtual
Conference Program to Fruition
• Contribute to Speaker Candidate
List
• Contact: kgraham@niso.org
38

Diversity, Equity, Inclusion & Accessibility
• DEIA Committee is a sub-committee of the NISO Board of Directors
• Efforts & Charges are defined by the NISO Strategic Priorities
• Goal & Priority
• To ensure that everything diversity & inclusion is integrated in all NISO efforts, work,
and programming
• Co-Chairs
• Salwa Ismail
Associate University Librarian for Digital Initiatives & Information Technology
University of California, Berkeley, Berkeley Library
• Bahar Mehmani
Peer Review Innovation Lead
Elsevier
39

Efforts
• DEIA Education & Events Sub-committee combined with NISO Education
Committee
• Implementing Inclusive Metadata
• NISO-BISG Changing Standards Landscape 16th Annual Forum @ ALA: Diverse &
Sustainable: How the Publishing Industry Evolves
• Diverse Speaker Pool
• DEIA Standards Sub-committee meeting with NISO Architecture Committee
• C4DISC Toolkit for Disability Equity
• NISO Plus Scholarship Awardees
40

41

2022-23 Standards Completed
 ANSI/NISO Z39.102-2022, STS: Standards Tag Suite (v 1.2)
Publication Date: November 14, 2022
 NISO RP-41-2023, Video and Audio Metadata Guidelines
Publication Date: February 13, 2023
 ANSI/NISO Z39.106-2023, Peer Review Terminology
[Expected] Publication Date: July 5, 2023

2022-23 Standards Progressing
NISO Z39.103-202x, SSOS: Standards-Specific Ontology Standard
Finalizing Draft and Supporting Materials after Voting Pool approval -> submit to ANSI
NISO Z39.105-202x, Content Profile/Linked Document
Draft completed; Call to join Voting Pool opening soon
Revision of ANSI/NISO Z39.7-2013 Information Services and Use: Metrics & Statistics for Libraries
and Information Providers Data Dictionary
Draft completed; Call to join Voting Pool opening soon

2022-23 Standards Progressing
NISO RP-44-202x, Interoperable System of Controlled Digital Lending
Draft for public comment expected in Summer
NISO RP-45-202x, Communication of Retractions, Removals, and Expressions of Concern
JATS4R – Authors and Affiliations
JATS4R – Accessibility
Revision of NISO RP-9-2014, KBART: Knowledge Bases and Related Tools Recommended Practice
Draft for public comment expected by early 2024
Revision of NISO RP-24-2019 Transfer Code of Practice (Version 4.0)
Draft for public comment expected by late 2023

2022-23 New Standards Projects
 Collaborative Collections Lifecycle Infrastructure Project (CCLIP)
 Collections Development and Selection
 Infrastructure
 Organizational Strategy and Governance
 Develop Standard Metadata for Remediation of Content for Accessibility (ARM)
 Operationalizing Open Access Business Processes
In the wings…
u Further WGs for Collaborative Collections Lifecycle Infrastructure Project (CCLIP)
u Recommended Practice for Integrating Publisher and Repository Workflows to Improve
Research Data-Article Links
u Recommended Practice for Unique Electronic Resource Package Identifiers
u Recommended Practice to Update Author Name Changes in the Academic Publication
Record after Publication as a Result of Identity Change

New Standards Ideas Under Discussion
NISO PLUS 23 Outputs Ideas
 Open access usage data / workflow
 User access reporting to libraries by publishers
 Improvements in humanities
 Multilingual metadata
 Open Education resources identification
Other Ideas
 Open ILS Initiative (OII) ILS/ISP Ecosystem
Interconnectivity
 United States PID Strategy
 SMART Standards

A new type of 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.

 Conversations become outcomes
 Outcomes become projects
 Projects become solutions

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

• More than 600 Attendees
• 30 Countries
• 26% from Outside US
• More than 50 ideas generated for
possible future NISO work

October 3, 2023
Washington, DC

AI & Machine Learning in
Scholarly Publishing:
Services, Data, and Ethics

• Two Days
• Four Topics
• Conversation Driven
• Four Fantastic Keynotes
• Outcome Focused

http://niso.plus

Financial Report
June 29,
2023

Membership Trends 1998-2022
66
June 29,
2023
0
200
400
600
800
1000
1200
1998
2002
2006
2010
2014
2018
2022
NISO MEMBERSHIP 1998-2022
LSA Members
Voting Members

June 29,
2023
$(200,000)
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022
NISO REVENUES 1998-2022 (Pre-Audit)
Sublease/Other Income
Investment Income
Workshops/other
Revenues
Publications
Revenue/Subscriptions
Grants
Dues

June 29,
2023
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022
NISO EXPENSES 1998-2022 (Pre-Audit)
Fundraising
General &
Administrative
Goverance
Membership
Services
Education Services
International
Standards
Development
Publications
NOTE: 2022
Breakdown of
expenses isn’t yet
available

Financial trends 1998-2020
69
June 29,
2023
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3
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$500,000
$600,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
NISO NET ASSETS & ANNUAL SURPLUS/LOSS 1998-2022 (Pre Audit)

Looking Forward
June 29,
2023

Welcome New
NISO Directors
(2023-26)
71
June 29,
2023 2023 NISO Annual Membership Meeting
Robert Wheeler, Director, Publishing Technologies
American Society of Mechanical Engineers (ASME)
elected Vice Chair of the NISO Board.
Rebecca McLeod, Managing Director, Harvard Data Science
Review, Harvard University (re-elected)
Mary Sauer-Games, Vice President, Product Management
OCLC, Inc. (re-elected)
Andrew Pace, Executive Director, University System of
Maryland and Affiliated Institutions

Strategies for Growth
► Continue to build NISO’s membership & engagement
► Engaging new market segments for Voting Membership
► Engaging internationally
► Engaging with more libraries directly through consortial partnerships
► Focus on integration of DEIA throughout our work
► Continue to develop grant funding pipeline
► Exploring several new ideas for grant proposals
► Extending NISO Plus Conference model by alternating in-person/virtual
► Returning to an in-person annual conference
► Continue NISO Plus Conference as virtual event in Fall 2024
► Extending partnerships with other organizations, such as ORFG
June 29,
2023

Other fun things on the horizon
► NISO Unfettered Access interview series
► Testing Generative AI tools in standards processes to make NISO
more efficient
► NISO Office Lease is up in 2024
► NISO Value Study on the economic impact of NISO standards
► Integration of CARE principles for indigenous knowledge in the
publication workflow
► US National persistent identifier strategy
► Continued development and integration of NISO back-end systems
► Continued development of NISO Plus Scholarship Program
June 29,
2023

To all those who engage in our work
June 29,
2023

June 29,
2023
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
tcarpenter@niso.org
Nettie Lagace
Associate Executive Director
nlagace@niso.org
Keondra Bailey
Assistant Standards Program Manager
kbailey@niso.org
Mary Beth Barilla
Director of Business Development &
Communications
mbarilla@niso.org
Kimberly Graham
Educational Programs Manager and
DEIA Advocate
kgraham@niso.org
Jason Griffey
Director of Strategic Initiatives
griffey@niso.org
Sara Groveman
Educational and Communications
Coordinator
sgroveman@niso.org
Lisa Jackson
Office Manager
ljackson@niso.org

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Or Visit: https://confirmsubscription.com/h/j/16B94AB10EFACDB2
June 29,
2023

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
77

THANK YOU
Thank you to all of our attendees
for engaging with NISO and the community in our work and for joining us
today!
Please stay in touch!
June 29,
2023

Barilla, Carpenter, Gladfelter Graham, Griffey, and Lagace "NISO Annual Members Meeting"

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Barilla, Carpenter, Gladfelter Graham, Griffey, and Lagace "NISO Annual Members Meeting"