Standards issues related to moving content
off the page
Problems of distinguishing this thing from that
Todd Carpenter, Executive Director, NISOGoportis Conference on Non-Textual Information
March 18, 2013
Monday, March 18, 13
• A US-baed non-profit industry trade association accredited by ANSI with 150+ members
• Mission of developing and maintaining technical standards related to information, documentation, discovery and distribution of published materials and media
• Volunteer driven organization: 400+ spread out across the world
• Represent US interests to ISO TC 46 & subcommitteesAlso serve as Secretariat for ISO TC46/SC9 - Identification & Description
• Responsible for standards like ISSN, DOI, Dublin Core metadata, DAISY digital talking books, OpenURL, MARC records format, and ISBN
About
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Image: DanTaylor Image: : Joel Washing
Standards are familiar, even if you don’t notice
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Key Concepts in Standardization
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The thing being identified
The Referent
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The string identifying the referent
The Identifier
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The data that describes the referent
The Metadata
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• Identifiers can be but are not necessarily names (often better if they aren’t)
• IDs can be but need not be human-readable. They also may or may not be human understandable.
• Not every attribute need be described
An ID & its metadata
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Functional GranularityMonday, March 18, 13
Functional GranularityMonday, March 18, 13
Functional GranularityMonday, March 18, 13
Functional GranularityMonday, March 18, 13
Functional GranularityMonday, March 18, 13
Functional GranularityMonday, March 18, 13
Functional GranularityMonday, March 18, 13
You identify and describe an item at the level
at which it makes sense for your business needs
to identify that item
Functional Granularity
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A lesson in functional granularity
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Managing metadata well is expensive
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Managing metadata poorly is more
expensive(in ways you can’t measure)
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Functional Requirements for Bibliographic Records (FRBR)
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<indecs> model
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September 6, 2012 GOPOERTIS Non-‐textual informa?on -‐ Carpenter
<indecs> descrip?on model
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Making the
Theoretical Practical
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Online Journal Article Supplemental Materials
NISO/NFAIS Recommended Practice
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Supplemental Materials are nothing new
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September 6, 2012 GOPOERTIS Non-‐textual informa?on -‐ Carpenter
Truly nothing new, indeed
• An earlier example of supplemental materials from the Royal Society of Chemistry
• A template for a physical device was included as supplemental material 1843.
• Plates 1-‐6 of that ar?cle were not paginated; the reader would cut out the template on each page, and connect them to create a working light polariza?on device
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How pressing is this problem?
This image is courtesy of Ken Beauchamp, American Society for Clinical Investigation
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Goal is to focus on the publication structures necessary for communicating supplemental
materials as part of the publications process
NOT addressing all data questions
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The core questions:What is critical to understanding?
What is supplemental to understanding?What is ancillary to understanding?
The form of the content, i.e., text, video, audio, data, applications, is NOT
the key to whether something is supplemental
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Supplemental Material that is essential for the full understanding of the work by the general scientist or reader in the journal’s discipline, but is placed outside the article for technical, business, or logistical reasons.
Integral Content
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Supplemental Material that provides additional, relevant, and useful expansion of the article in the form of text, tables, figures, multimedia, or data, and that may aid any reader to achieve work through added detail and context. Additional Content will expand the reader’s understanding of the subject area, but is not essential to the understanding of the article.
Additional Content
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Is a separate entity and is referenced within the text in similar fashion to other cited references.
Related Content
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Types of Supplemental Materials
Importance (function) Curated by
Integral content
Pseudo supplemental – essential but treated as if it were supplemental
Additional content
Truly supplemental – relevant and useful but optional
Publisher
• Multimedia • Chemical structures • Crystallographic structures • Datasets (smaller) • Computer algorithms
Not integrated into the version of record
• Multimedia • Chemical structures • Crystallographic structures • Datasets (smaller) • Computer algorithms
• Appendices • Materials and methods • Experimental procedures • Extended bibliography
Institutional repository or Official data center
Genetic sequences, Protein structures, Crystallographic structures, Datasets (large), etc.
Related content Individual Ephemeral – not appropriate for hosting supplemental materials
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Determining whether Supplemental Material
is Integral, Additional or Relatedis the purview of the Journal.
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Selecting Content
Editing Content
Managing & Hosting
Assuring Discoverability
Referencing Materials
Maintaining Links
Providing Context
Preserving Material
Rights Management
Business Practice - Themes
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Technical Practice - Themes
Metadata Schema•Descriptive Metadata•Physical Metadata•Packaging/Manifest
Identifiers & Linking
Grouping Objects
Challenges• Granularity• Recurrence• Relationships• Heterogeneity• Hierarchy
Overall Issues• Perceived importance• Costs• Business models
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Who came together to address this?
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Just Publishedhttp://www.niso.org/apps/group_public/download.php/10055/
RP-15-2013_Supplemental_Materials.pdf
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Managing Data
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One Ring to Rule Them All?
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0000-0002-8320-0491
3188-4093-2114-1074
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Linking various media or confusing the situation?
ISWC
ISRC ISTC
ISBN
ISSN
CSI ISMN
ISAN
ISAN
IPI
IPI
ISNI
VIAF IPDA
DOI �
DOI
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September 6, 2012 GOPOERTIS Non-‐textual informa?on -‐ Carpenter
Issues for Iden?fica?on of Data
• At what level to assign an iden?fier (granularity)?• What metadata to associate with the ID?• Assign to data or landing page?• How to relate transforma?ons?• Associated metadata to transforma?ons?• Extensible ontology of object types & transforms?
• Scien?fic equivalence versus data equivalence?
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LSST Telescope ProjectMonday, March 18, 13
Excel to XML, easy enough
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How are these different?How different are these?
Before After
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Digital PreservationMonday, March 18, 13
Where are we headed• Team including: RPI, U. Illinois-Urbana-
Champaign, U North Carolina, NASA, NISO
• Goal create a conceptual model to describe data creation, transformation & entity relationships
• Preparing grant proposal (hopefully spring 2013)
• Potential funding partners: Alfred P. Sloan Foundation, NSF, IMLS
• Round 1 - Two day symposium in 3-4 Q 2013
• Round 2 - Model development project in 2014-15
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Thank you!
Todd Carpenter, Executive [email protected]
National Information Standards Organization (NISO)3600 Clipper Mill Road, Suite 302
Baltimore, MD 21211 USA+1 (301) 654-2512
www.niso.org
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