2013 Membership Meeting
  NISO Annual Report
    of 2012 Activities

                    Todd Carpenter
           Executive Director, NISO
2013 Membership Meeting Overview

•   Goals from 2012
•   Status of the Organization
•   Financial update
•   Standards portfolio
•   Training and educational activities
•   ISO TC 46 Work
•   Open discussion of NISO activities


January 27, 2013   NISO Annual Membership Meeting
Reflecting on goals put forward for 2012

• Continue to expand NISO’s membership
     – New recruiting campaign. Increase library participation
• Pursue additional grant funding projects
• Increase financial reserves
• Launch a proactive social media strategy to engage
  community and foster ideas
• Build on organizational ties with other member
  organizations
• Continue educational program successes with focus on
  more web-based events
• Move NISO Office
• Launch ISQ Online

January 27, 2013         NISO Annual Membership Meeting
Reflecting on goals put forward for 2012

• Continue to expand NISO’s membership
                                                          PROGRESS
     – New recruiting campaign. Increase library participation
• Pursue additional grant funding projects
                                         ACHIEVED
• Increase financial reservesPROGRESS
• Launch a proactive social media strategy to engage
  community and foster ideas *NO*
• Build on organizational ties with other member
                                  PROGRESS  PROGRESS
  organizations
                         ACHIEVED
• Continue educational program successes with focus on
  more web-basedDONE
• Move NISO Office
                    events
                                                          Overall
                    *NO*
• Launch ISQ Online
                         PROGRESS                          B/B+
January 27, 2013         NISO Annual Membership Meeting
Goals achieved that weren’t on
list
• New procedures necessitated by ANSI
  Essential Requirements & continuous
  maintenance
• New IPRP development
• Office manager turnover
• Creation of of a new educational programs
  manager position


January 27, 2013   NISO Annual Membership Meeting
2012 – the new normal?

 • Memberships –
     – Continues to be churn among voting members
     – Significant increase in LSA memberships
 • Key staff turnover
     Welcome Juliana Wood, Educational Programs
     Manager and Kathy Cassel, Office Manager
 • Continued success with grant activities
 • Very active standards development pipeline,
   presently 20+ active project
 • Vibrant schedule of Educational Events
January 27, 2013   NISO Annual Membership Meeting
Membership trends – “A Mixed
Bag”
Currently 73 voting members - Net (-7) from 2011
  Voting membership continues to churn.
Several big losses in 2012
  CDL (Now LSA), Civica Party Ltd,
  HW Wilson (merger), INFLIBNET Centre,
  OECD Publishing, Oxford University Press,
  RAND Corp, SirsiDynix, & US Government
  Printing Office

Two new Voting Members: SCELC, Hindawi
  Publishing
January 27, 2013   NISO Annual Membership Meeting
New LSA Member benefits


          In 2012, LSA members
         began receiving all of the
         NISO branded webinars
              along with their
               membership.
January 27, 2013   NISO Annual Membership Meeting
Membership trends – “The Good”

Significant growth in LSA Membership
   Result of aggressive marketing and
   expanded LSA member benefits

Currently 75
  7 more commitments (unpaid A/R) at year’s
  end

Up from only 31 LSA members in 2011


January 27, 2013   NISO Annual Membership Meeting
Membership trends 1998-2012




January 27, 2013   NISO Annual Membership Meeting
NISO
            now has more than
              150 members
           and is growing every
                  month!
January 27, 2013   NISO Annual Membership Meeting
Financial Update - Income




                                                    Note: 2012 figures
                                                    are projections.
                                                    Other figures from
                                                    audits




January 27, 2013   NISO Annual Membership Meeting
Financial Update - Expenses




                                                    Note: 2012 figures
                                                    are not yet
                                                    available in this
                                                    breakdown. Other
                                                    figures from
                                                    audits.

January 27, 2013   NISO Annual Membership Meeting
Financial Update




                                                    Note: 2012 figures
                                                    are projections.
                                                    Other figures from
                                                    audits
January 27, 2013   NISO Annual Membership Meeting
NISO has
 20 Active Projects
     right now!
January 27, 2013   NISO Annual Membership Meeting
Standards Completed
• Physical Delivery of Library Resources - PUBLISHED
• DAISY Revision - PUBLISHED
• Standardized Markup for Journal Articles (JATS) –
  PUBLISHED
• RFID in Libraries Revision - PUBLISHED
• Shared E-Resource Understanding Revision -
  PUBLISHED
• ERM Data Review: Gap Analysis - PUBLISHED
• SUSHI Test Modes for Servers - PUBLISHED
• Journal Article Supplemental Materials with NFAIS -
  PUBLISHED
January 27, 2013   NISO Annual Membership Meeting
Standards Work – “Nearly
There”
•   Presentation & ID of E-Journals (PIE-J)
•   KBART Phase II
•   IOTA – Improving OpenURL Through Analytics
•   Institutional ID Final Report




January 27, 2013   NISO Annual Membership Meeting
2012 - New standards projects
•   LAUNCHED:
      –   Patron Driven Acquisition best practices
      –   Formalization of Standard Interchange Protocol (SIP3)
      –   Open Access Metadata and Indicators
      –   Roadmap for Bibliographic Information Exchange
      –   Journal Article Versions terminology revision
•   PROJECTS UNDER DISCUSSION:
         – ONIX-PL Encoding project
         – Alternative metrics (altmetrics) definitions
         – API data exchange for library systems and subscription
             agents
         – US Profile of ISO Country Codes standard
         – Journal content packaging
         – Research Data Best Practices & Citation
         – Framework forNISO Annual Membership Meeting
January 27, 2013
                           describing Data Equivalence
Landscape study and horizon
plan
• Each topic committee is gathering a list of
  horizon issues and compiling a list of
  issues impacting their specific
• We will be sending out survey to gather
  community input
• Considering an executive summit meeting
• Publish a report of NISO’s standards
  horizon issues in the summer

January 27, 2013   NISO Annual Membership Meeting
Executive Summit
• NISO needs to hone its communications to
  the various organizational levels of its
  member community.
• We do a good job at communicating with
  mid-level managers and implementers
• Need to engage the executives on their
  issues needs and concerns
• Half day meeting to discuss strategic
  technology issues
January 27, 2013   NISO Annual Membership Meeting
Bibliographic Future Roadmap
Grant
• Received $45,000 grant from Andrew W.
  Mellon Foundation to organize one 2-day
  meetings and several virtual meetings
• Goal is to build coordination mechanism
  for those working on bibliographic
  exchange
     – Identify gaps
     – Outline potential solutions to gaps
• Report due in February 2014
January 27, 2013   NISO Annual Membership Meeting
ONIX-PL Project Grant
• Proposal to Andrew W. Mellon Foundation
  – Additional support from JISC offered
• Gather and encode publisher template
    licenses using ONIX-PL
• Post those encodings in an open
    repository
• Record training materials on using ONIX-
    PL
• Decision on funding from Mellon in
    February
January 27, 2013 NISO Annual Membership Meeting
Educational Programs for 2013
• Monthly webinar series - 16 events
     – 1,600+ sites registered in 2012, +10%
     – Average of nearly 4 people per site
• 2 In-person events
     – Standards Landscape Forum @ ALA Anaheim
     – Ebooks Renaissance Forum 2 (Boston)
• Recordings available online


January 27, 2013   NISO Annual Membership Meeting
Educating the Community in
2013
• New Virtual Conference series launching
• Webinar Partnership with Dublin Core
  Metadata Initiative – 6 webinars
• Continuing series of free monthly open
  teleconferences
• Variety of presentations at industry
  meetings


January 27, 2013   NISO Annual Membership Meeting
ISQ Open Access and Online
• Still moving toward ceasing
  print publication of ISQ
• Remains freely available to
  community – open access
• Print copies still available
• Usage
     –   2008 Views 5,000
     –   2009 Views 12,000
     –   2010 Views 15,000
     –   2011 Views 52,000
     –   2012 Views 43,000

January 27, 2013        NISO Annual Membership Meeting
International Standards - ISO TC 46

• Work as Secretariat for SC 9
   – Meeting in Berlin May, Paris in 2013
   – ANSI/NISO to hosting TC 46 in 2014 with support of
     LC


Key project highlights
     – ISNI – Published and launched
     – DOI – Published
     – Thesauri - relatedness work - Part 2 nearing
         publication
     – ISDL CD approved
     – Work on item ID for RFID tags
     – Potentially profile of Epub for archiving
January 27, 2013       NISO Annual Membership Meeting
Goals for 2013

• Develop a standards roadmap for 18-36 month horizon
• Organize Executive Leadership summit
• Organize at least three thought leader meetings
     (2 grant funded and 1 NISO funded)
• Continue to expand NISO’s membership
     – Continue library recruiting campaign.
•   Continue to foster grant-funded project pipeline
•   Increase financial reserves
•   Prepare for US hosting 2014 ISO TC 46 Meeting in May
•   Build momentum behind virtual conference series
•   Successfully pass ANSI reaccreditation audit
•   Launch ISQ Online
January 27, 2013         NISO Annual Membership Meeting
Open Discussion



           Questions / Comments




January 27, 2013   NISO Annual Membership Meeting
Thank you!

                                                             Todd Carpenter
                                                           Executive Director
                                                               tcarpenter@niso.org

                                                        Nettie Lagace
                                         Associate Director, Programs
     3600 Clipper Mill Road
                                                                  nlagace@niso.org
     Suite 302
     Baltimore, MD 21211 USA
     Tel.: (301) 654-2512
                                                       Juliana Wood
     Fax: (410) 685-5278              Educational Programs Manager
     www.niso.org                                                   jwood@niso.org



January 27, 2013              NISO Annual Membership Meeting

NISO Annual Report of 2012 Activities

  • 1.
    2013 Membership Meeting NISO Annual Report of 2012 Activities Todd Carpenter Executive Director, NISO
  • 2.
    2013 Membership MeetingOverview • Goals from 2012 • Status of the Organization • Financial update • Standards portfolio • Training and educational activities • ISO TC 46 Work • Open discussion of NISO activities January 27, 2013 NISO Annual Membership Meeting
  • 3.
    Reflecting on goalsput forward for 2012 • Continue to expand NISO’s membership – New recruiting campaign. Increase library participation • Pursue additional grant funding projects • Increase financial reserves • Launch a proactive social media strategy to engage community and foster ideas • Build on organizational ties with other member organizations • Continue educational program successes with focus on more web-based events • Move NISO Office • Launch ISQ Online January 27, 2013 NISO Annual Membership Meeting
  • 4.
    Reflecting on goalsput forward for 2012 • Continue to expand NISO’s membership PROGRESS – New recruiting campaign. Increase library participation • Pursue additional grant funding projects ACHIEVED • Increase financial reservesPROGRESS • Launch a proactive social media strategy to engage community and foster ideas *NO* • Build on organizational ties with other member PROGRESS PROGRESS organizations ACHIEVED • Continue educational program successes with focus on more web-basedDONE • Move NISO Office events Overall *NO* • Launch ISQ Online PROGRESS B/B+ January 27, 2013 NISO Annual Membership Meeting
  • 5.
    Goals achieved thatweren’t on list • New procedures necessitated by ANSI Essential Requirements & continuous maintenance • New IPRP development • Office manager turnover • Creation of of a new educational programs manager position January 27, 2013 NISO Annual Membership Meeting
  • 6.
    2012 – thenew normal? • Memberships – – Continues to be churn among voting members – Significant increase in LSA memberships • Key staff turnover Welcome Juliana Wood, Educational Programs Manager and Kathy Cassel, Office Manager • Continued success with grant activities • Very active standards development pipeline, presently 20+ active project • Vibrant schedule of Educational Events January 27, 2013 NISO Annual Membership Meeting
  • 7.
    Membership trends –“A Mixed Bag” Currently 73 voting members - Net (-7) from 2011 Voting membership continues to churn. Several big losses in 2012 CDL (Now LSA), Civica Party Ltd, HW Wilson (merger), INFLIBNET Centre, OECD Publishing, Oxford University Press, RAND Corp, SirsiDynix, & US Government Printing Office Two new Voting Members: SCELC, Hindawi Publishing January 27, 2013 NISO Annual Membership Meeting
  • 8.
    New LSA Memberbenefits In 2012, LSA members began receiving all of the NISO branded webinars along with their membership. January 27, 2013 NISO Annual Membership Meeting
  • 9.
    Membership trends –“The Good” Significant growth in LSA Membership Result of aggressive marketing and expanded LSA member benefits Currently 75 7 more commitments (unpaid A/R) at year’s end Up from only 31 LSA members in 2011 January 27, 2013 NISO Annual Membership Meeting
  • 10.
    Membership trends 1998-2012 January27, 2013 NISO Annual Membership Meeting
  • 11.
    NISO now has more than 150 members and is growing every month! January 27, 2013 NISO Annual Membership Meeting
  • 12.
    Financial Update -Income Note: 2012 figures are projections. Other figures from audits January 27, 2013 NISO Annual Membership Meeting
  • 13.
    Financial Update -Expenses Note: 2012 figures are not yet available in this breakdown. Other figures from audits. January 27, 2013 NISO Annual Membership Meeting
  • 14.
    Financial Update Note: 2012 figures are projections. Other figures from audits January 27, 2013 NISO Annual Membership Meeting
  • 15.
    NISO has 20Active Projects right now! January 27, 2013 NISO Annual Membership Meeting
  • 16.
    Standards Completed • PhysicalDelivery of Library Resources - PUBLISHED • DAISY Revision - PUBLISHED • Standardized Markup for Journal Articles (JATS) – PUBLISHED • RFID in Libraries Revision - PUBLISHED • Shared E-Resource Understanding Revision - PUBLISHED • ERM Data Review: Gap Analysis - PUBLISHED • SUSHI Test Modes for Servers - PUBLISHED • Journal Article Supplemental Materials with NFAIS - PUBLISHED January 27, 2013 NISO Annual Membership Meeting
  • 17.
    Standards Work –“Nearly There” • Presentation & ID of E-Journals (PIE-J) • KBART Phase II • IOTA – Improving OpenURL Through Analytics • Institutional ID Final Report January 27, 2013 NISO Annual Membership Meeting
  • 18.
    2012 - Newstandards projects • LAUNCHED: – Patron Driven Acquisition best practices – Formalization of Standard Interchange Protocol (SIP3) – Open Access Metadata and Indicators – Roadmap for Bibliographic Information Exchange – Journal Article Versions terminology revision • PROJECTS UNDER DISCUSSION: – ONIX-PL Encoding project – Alternative metrics (altmetrics) definitions – API data exchange for library systems and subscription agents – US Profile of ISO Country Codes standard – Journal content packaging – Research Data Best Practices & Citation – Framework forNISO Annual Membership Meeting January 27, 2013 describing Data Equivalence
  • 19.
    Landscape study andhorizon plan • Each topic committee is gathering a list of horizon issues and compiling a list of issues impacting their specific • We will be sending out survey to gather community input • Considering an executive summit meeting • Publish a report of NISO’s standards horizon issues in the summer January 27, 2013 NISO Annual Membership Meeting
  • 20.
    Executive Summit • NISOneeds to hone its communications to the various organizational levels of its member community. • We do a good job at communicating with mid-level managers and implementers • Need to engage the executives on their issues needs and concerns • Half day meeting to discuss strategic technology issues January 27, 2013 NISO Annual Membership Meeting
  • 21.
    Bibliographic Future Roadmap Grant •Received $45,000 grant from Andrew W. Mellon Foundation to organize one 2-day meetings and several virtual meetings • Goal is to build coordination mechanism for those working on bibliographic exchange – Identify gaps – Outline potential solutions to gaps • Report due in February 2014 January 27, 2013 NISO Annual Membership Meeting
  • 22.
    ONIX-PL Project Grant •Proposal to Andrew W. Mellon Foundation – Additional support from JISC offered • Gather and encode publisher template licenses using ONIX-PL • Post those encodings in an open repository • Record training materials on using ONIX- PL • Decision on funding from Mellon in February January 27, 2013 NISO Annual Membership Meeting
  • 23.
    Educational Programs for2013 • Monthly webinar series - 16 events – 1,600+ sites registered in 2012, +10% – Average of nearly 4 people per site • 2 In-person events – Standards Landscape Forum @ ALA Anaheim – Ebooks Renaissance Forum 2 (Boston) • Recordings available online January 27, 2013 NISO Annual Membership Meeting
  • 24.
    Educating the Communityin 2013 • New Virtual Conference series launching • Webinar Partnership with Dublin Core Metadata Initiative – 6 webinars • Continuing series of free monthly open teleconferences • Variety of presentations at industry meetings January 27, 2013 NISO Annual Membership Meeting
  • 25.
    ISQ Open Accessand Online • Still moving toward ceasing print publication of ISQ • Remains freely available to community – open access • Print copies still available • Usage – 2008 Views 5,000 – 2009 Views 12,000 – 2010 Views 15,000 – 2011 Views 52,000 – 2012 Views 43,000 January 27, 2013 NISO Annual Membership Meeting
  • 26.
    International Standards -ISO TC 46 • Work as Secretariat for SC 9 – Meeting in Berlin May, Paris in 2013 – ANSI/NISO to hosting TC 46 in 2014 with support of LC Key project highlights – ISNI – Published and launched – DOI – Published – Thesauri - relatedness work - Part 2 nearing publication – ISDL CD approved – Work on item ID for RFID tags – Potentially profile of Epub for archiving January 27, 2013 NISO Annual Membership Meeting
  • 27.
    Goals for 2013 •Develop a standards roadmap for 18-36 month horizon • Organize Executive Leadership summit • Organize at least three thought leader meetings (2 grant funded and 1 NISO funded) • Continue to expand NISO’s membership – Continue library recruiting campaign. • Continue to foster grant-funded project pipeline • Increase financial reserves • Prepare for US hosting 2014 ISO TC 46 Meeting in May • Build momentum behind virtual conference series • Successfully pass ANSI reaccreditation audit • Launch ISQ Online January 27, 2013 NISO Annual Membership Meeting
  • 28.
    Open Discussion Questions / Comments January 27, 2013 NISO Annual Membership Meeting
  • 29.
    Thank you! Todd Carpenter Executive Director [email protected] Nettie Lagace Associate Director, Programs 3600 Clipper Mill Road [email protected] Suite 302 Baltimore, MD 21211 USA Tel.: (301) 654-2512 Juliana Wood Fax: (410) 685-5278 Educational Programs Manager www.niso.org [email protected] January 27, 2013 NISO Annual Membership Meeting