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Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director, NISO Publishing, Promoting and Preserving Scholarship @ SUNY April 2011

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Page 1: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Ensuring and enriching the scholarly communications

chain:The role of technology and

standards in content distribution

Todd CarpenterManaging Director, NISO

Publishing, Promoting and Preserving Scholarship @ SUNY

April 2011

Page 2: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

Overview

Standards in publishing

Fixity, discovery and identity

What is “Long Term”? A story about preserving ideas

Machine-intermediated communication

The future of content distribution 2

Page 3: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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35 % Publishers/Publishing Organizations

32% Libraries/Library Organizations

36 LSA Members (non-voting)

33% Library Systems Suppliers, Publishing Vendors &

Intermediaries

ISO

ANSI

Other SDOs

National Information Standards Organization

Page 4: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Standards for Publishing are Nothing New

Page 5: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Standards for Publishing are Nothing New

Page 6: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Where page numbers really are needed

Page 7: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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But what does an ebook page number mean?

Page 8: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Citations in ebooks?

Page 9: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

From page numbers to citation

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 10: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Referencing in an online world

Page 11: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

The Digital Object Identifier (DOI)• A system for persistently linking

online resourcesIdentifiers are assigned, stored in web

databaseReference is to ID, which is actionable

referral to place on the network where the item now resides

Publishers update the database, and the links are preserved

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 12: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

When is a new thing a new thing?

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 13: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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ISBN-13 for E-books

Page 14: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Ebook characteristics

• Encoding structure possibilities (file formats)• Platform dependencies (different devices) • Reflowable (resize)• Mutable (easily changed/updated)• Chunked (the entire item or only elements)• Networkable (location isn’t applicable)• Actionable/interactive • Linkable (to other content)• Transformable (text to speech)• Multimedia capable• Extensible (not constrained by page)• Operate under license terms (not copyright)• Digital Rights Management (DRM)

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 15: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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ISBN-13 for E-books

When should a new version get a new ISBN?

PDF? HTML? EPUB? MOBI? KINDLE?

If a publisher refuses to assign one, can a supplier; such as Baker & Taylor, Ingram, or Google?

Metadata bloat – 1 book, with 15 chaptersSold separately available in 5 formats + HC, SC, PoDPotentially 78 ISBNs assigned to one book

Page 16: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Publishing, Promoting and Preserving Scholarship @ SUNY

April 7, 2011

Preserving this loving curated content

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Page 17: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Publishing, Promoting and Preserving Scholarship @ SUNY

April 7, 2011

May 2006, Mobile, AL

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Page 18: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Publishing, Promoting and Preserving Scholarship @ SUNY

April 7, 2011

The Millennium Clock

• Danny Hillis - technology pioneer and futurist

• In 1997 he wrote an article outlining his vision for a Millennium Clock

• Trying to get people to think in longer timeframes and how we might communicate through the generations

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Page 19: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Publishing, Promoting and Preserving Scholarship @ SUNY

April 7, 2011

Beams of Oxford’s College Hall

The New College at Oxford began construction of College Hall in 1379

In the late 19th century, a student working on his doctoral thesis finds the beams of the ceiling are being destroyed by wood-eating beetles

The College called upon its resident forester to provide wood for the new beams

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Page 20: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Publishing, Promoting and Preserving Scholarship @ SUNY

April 7, 2011

College Hall: Legend has it

When the original hall was built, at the request of the master carpenter, new oak trees were planted to provide replacement beams

Someone had the forethought to plant trees that wouldn’t be needed for another 500 years.

Hillis asked: Did someone plant the trees to replace the beams that were replaced?

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Page 21: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Publishing, Promoting and Preserving Scholarship @ SUNY

April 7, 2011

“The Long Now”

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Page 22: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Publishing, Promoting and Preserving Scholarship @ SUNY

April 7, 2011

The Millennium Clock

• Vision to create a clock that could keep accurate time for 10,000 years

• Prototype was built and presented to the British Museum in London on 12/31/99

• It ticks once per year– Chimes once per century– “Cookoo” appears once per millennium

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Page 23: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Publishing, Promoting and Preserving Scholarship @ SUNY

April 7, 2011

Long-term Digital Preservation?

http://www.wired.com/wired/scenarios/clock.html (Circa 2008 – since updated)

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Page 24: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Asynchronous Product Life Cycles

Media (CD, DVDs, files, memory etc.)

Content

Hardware

Software

Time

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 25: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

“Interoperability with the future”Layers of Preservation

– Physical Layer: storage media Can we access what was stored? Necessary but not sufficient

– Logical Layer: file formats, structured dataCan we extract the meaning?Do we know the significant properties of the

file?– Conceptual/Intellectual Layer: the “work”

Is this the content we think it is?Multiple manifestations & versions over time

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 26: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

What makes sense today

Preservation, discoverability and accessibility are easiest when they are “baked in” at the outset

Content creators and distributors only need to conform to standards, if those standards were developed with things like preservation, discovery and accessibility in mind

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 27: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Who is reading your content?

Page 28: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Machines don’t talk like people do

Page 29: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Machines don’t talk like people do

Page 30: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Machines don’t talk like people doInconsistent information, information

not “well formed” will cause systems to fail

Adherence to STANDARDS in scholarly communication is critical

Machine interactions are transforming how we interact with our world, especially in reading & scholarship April 7, 2011 Publishing, Promoting and Preserving Scholarship @

SUNY30

Page 31: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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The reference of the future

<Ref>

<Refstyle> <ISNI> <Affliation-I2> <ISBN/ISSN> <ISCI>

<DataSchema> <DOI> <ACCESS DATE>

</Ref>

Page 32: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Living an a machine-intermediated world

Page 33: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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There is more innovation coming soon

Page 34: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Why this becomes important

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 35: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Moving Forward

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 36: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Growing Importance of E-book Market

Q1 02

Q3 02

Q1 03

Q3 03

Q1 04

Q3 04

Q1 05

Q3 05

Q1 06

Q3 06

Q1 07

Q3 07

Q1 08

Q3 08

Q1 09

Q3

09

Q1

10$0

$10,000,000

$20,000,000

$30,000,000

$40,000,000

$50,000,000

$60,000,000

$70,000,000

$80,000,000

$90,000,000

$100,000,000 US Trade Wholesale Electronic Book Sales 2002-

2010

Wholes...

Data Source: IDPF and AAP http://www.idpf.org/doc_library/industrystats.htm

Page 37: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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The Book-less Library at Stanford

Page 38: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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The Book-less Library at Cornell

Page 39: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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The Book-less Library at _________

Page 40: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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The National Digital Library of Korea

Page 41: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Data Complexity – Size & Scope

• “…The amount of information created, captured, or replicated exceeded available storage for the first time in 2007. Not all information created and transmitted gets stored, but by 2011, almost half of the digital universe will not have a permanent home.”

http://www.emc.com/collateral/analyst-reports/diverse-exploding-digital-universe.pdf

•April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 42: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Single Incision Wagon Wheel Phaco from British Journal of Ophthalmology

Data: Increasingly important medium

Page 43: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Text, Data, Video or Audio Content

With expanded media forms 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

Page 44: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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How pressing is this problem?

Page 45: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Understanding a networked world

Page 46: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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The App Era? Or end of the Web Era?

Page 47: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

Non-traditional Publishing

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Page 48: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

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Are we ready for this new environment?

"If you don't like change, you're going to like irrelevance even

less.”

General Eric Shinseki, Retired Chief of Staff, U. S. Army

Page 49: Ensuring and enriching the scholarly communications chain: The role of technology and standards in content distribution Todd Carpenter Managing Director,

April 7, 2011 Publishing, Promoting and Preserving Scholarship @ SUNY

Thank you!

Todd Carpenter, Managing [email protected]

National Information Standards Organization (NISO)One North Charles Street, Suite 1905Baltimore, MD 21201 USA+1 (301) 654-2512www.niso.org

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