Open Discovery Initiative Conformance
The Open Discovery Initiative is a technical recommendation for data exchange including data formats, method of delivery, usage reporting, frequency of updates, and rights of use. Libraries can assess content providers' participation in discovery services and have a model by which content providers work with discovery service vendors via fair and unbiased indexing and linking.
IEEE ODI Content Provider Conformance Checklist
| Y/P/N | Recommendation | Reference | Comment |
|---|---|---|---|
| Y | Content Provider makes core metadata and underlying full-text/original content for complete offerings available to Discovery Service Providers. | 3.2.1.1 (1) | |
| Y | Content Provider makes the core set of metadata elements and content item (full text, transcript, etc.) for each item submitted for indexing available to Discovery Service Providers. | 3.2.1.1 (2) | |
| Y | Title | 3.2.1.2 | |
| Y | Authors | 3.2.1.2 | |
| Y | Author Identifier | 3.2.1.2 | |
| Y | Publisher Name | 3.2.1.2 | |
| Y | Volume | 3.2.1.2 | |
| Y | Issue | 3.2.1.2 | |
| Y | Page(s) | 3.2.1.2 | |
| Y | Date/Date Range | 3.2.1.2 | |
| Y | Item Identifier | 3.2.1.2 | |
| Y | Component of Title | 3.2.1.2 | |
| Y | Component of Title Identifier | 3.2.1.2 | |
| Y | Item URL | 3.2.1.2 | |
| P | Open Access Designation | 3.2.1.2 | Our articles do have an Open Access Indicator, but it does not yet follow the <free_to_read start_date="2015-02-03"/> format. We are working on it. |
| Y | Content Type | 3.2.1.2 | |
| Y | Content Format | 3.2.1.2 | |
| Y | Language | 3.2.1.2 | |
| Y | Indexing Data | 3.2.1.2 | |
| Y | Full Text/Transcript | 3.2.1.2 | |
| Y | Abstract/Description | 3.2.1.2 | |
| Y | Content Provider provides libraries, on request, with a statement of participation in the discovery services, including disclosure of coverage depth and content depth. | 3.2.2 | |
| Y | Content Provider's agreements with Discovery Service Providers do not include NDAs. | 3.2.3 | |
| Y | The transfer of Content Provider's data to Discovery Service Providers makes use of existing standards where applicable and uses one of the metadata encoding schemes listed in 3.3.3. | 3.2.4 | |
| Y | Content Provider provides data to support OpenURL resolution (ANSI/NISO Z39.88-2004 (R2010) The OpenURL Framework for Context-Sensitive Services). The resulting OpenURL should link to the item itself, or as close to it as possible in the content provider's site structure. | 3.2.5 | |
| Y | Content Provider provides clear channels for reporting discovery related support issues. | 3.2.6 |
Download this ODI Conformance Checklist.
- A "Y" (for Yes) in column one indicates compliance with the indicated paragraph of this Recommended Practice.
- A "P" (for Partial) indicates partial compliance for which explanatory comments should be entered in the last column.
- An "N" (for No) indicates that the content provider does not comply with the recommendation. Explanatory comments may be added for any response.
Metadata Elements List to Libraries - IEEE
| Market Product | Coverage Start | Coverage End | Content Provided to DSP for Indexing | Content Provider Type | Content Provided to |
|---|---|---|---|---|---|
| IEEE Journals | 1884 | Present | Full Text or Metadata | Publisher | Available to all Discovery Service Providers |
| IEEE Conference Proceedings | 1951 | Present | Full Text or Metadata | Publisher | Available to all Discovery Service Providers |
| IEEE Standards | 1949 | Present | Full Text or Metadata | Publisher | Available to all Discovery Service Providers |
| IEEE Wiley Books | 1974 | Present | Full Text or Metadata | Publisher / Aggregator | Available to all Discovery Service Providers |
| (IEEE) Wiley Telecommunications eBooks | 2005 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) Wiley Data and Cybersecurity eBooks | 2016 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) MIT Press Books | 1943 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) now eBooks | 2004 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) Artech House eBooks | 1999 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) River Publishers eBooks | 2001 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) SAE eBooks | 1990 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) Princeton University Press eBooks | 1945 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) Packt eBooks | 2021 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) Manning eBooks | 2012 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
| (IEEE) De Gruyter eBooks | 1989 | Present | Full Text or Metadata | Aggregator | Available to all Discovery Service Providers |
Core Metadata Conformance Checklist - IEEE
| Y/N/P | Field Name | Definitions |
|---|---|---|
| Y | Title | The main title of the item. |
| Y | Authors | The author(s) of the item. Individual authors should be listed in lastname, firstname order. |
| Y | Publisher Name | The name of the publisher of the item. |
| Y | Volume | Volume number of the resource, where applicable. |
| Y | Issue | Issue number of the resource, where applicable. |
| Y | Page(s) | Page numbers of the resource, where applicable. |
| Y | Date/Date Range | The date of publication. For a serial run, coverage dates included for the serial. |
| Y | Item Identifier | One or more standard identifiers for the print or online version of the item (e.g., ISSN, OCLC number, ISBN, DOI, etc.). The identifier should be preceded by a label indicating the type of identifier. |
| Y | Component of Title | Describes the publication or serial of which the individual item is a part (e.g., for journal articles, the serial title; for tracks on a CD, the album title, etc.). |
| Y | Component of Title Identifier | Provides a standard identifier for the component title defined above (e.g., ISSN, OCLC number, ISBN, DOI, etc.). The identifier should be preceded by a label indicating the type of identifier. |
| Y | Item URL | Either an OpenURL or a direct link for the specific item's full text. |
| Y | Open Access Designation | To comply with the NISO Open Access Metadata and Indicators (OAMI) group's recommendations, if an item is open access, status should be indicated with "free to read" and otherwise left this blank. See https://www.niso.org/standards-committees/access-and-license-indicators. |
| Y | Full Text Flag | A yes/no statement describing whether the content provider makes this item available in full text (or for non-print media, a full-length or high-resolution version) to the DSP for the purpose of indexing. It is expected that this will be disclosed by DSPs to libraries in future when describing indexing coverage for a title or collection. |
| Y | Content Type | Intended to be used to identify whether the content being described is textual, a visual recording, a sound recording, etc. The textual descriptors from the controlled list established in the MARC 21 Type of Record position (06) of the Leader field is recommended to be used for this field's content. |
| Y | Content Format | Intended to be used to indicate whether the nature of the content being described is monographic, serial, a component part, collection, etc. The textual descriptors from the controlled list established in the MARC 21 Bibliographic Level position (07) of the Leader field is recommended to be used for this field's content. |
Enriched Metadata Conformance Checklist - IEEE
| Y/N/P | Field Name | Definitions |
|---|---|---|
| Y | Indexing data | One or more keywords (from controlled or uncontrolled vocabularies) to describe the content of the item. |
| Y | Full Text/Transcript | For text items, the entirety of the document. For audio or video content, a full transcript of the spoken content of the material. May not be relevant for all indexed content. |
| Y | Abstract / Description | Either a text summary on the content or (for non-text materials) a description of the item. |
Organization name: IEEE
Contact name: Julie Zhu, Discovery Service Relations Manager
Contact email: zhu.j@ieee.org
Market product(s): IEEE Xplore collections
About Open Discovery Initiative
Nurtured by the National Information Standards Organization (NISO), the Open Discovery Initiative (ODI) aims at defining standards and/or best practices for the new generation of library discovery services that are based on indexed search. These discovery services are primarily based upon indexes derived from journals, books and other electronic information of a scholarly nature. The content comes from a range of information providers and products—commercial, open access, institutional, etc.
Given the growing interest and activity in the interactions between information providers and discovery services, a more standard set of practices is required for the ways that content is represented in discovery services and for the interactions between the creators of these services and the information providers whose resources they represent.
The Recommended Practice was created by members of the ODI Working Group, which completed its work in June 2014 with the publication of NISO RP-19-2014. The ODI Standing Committee is now responsible for support and promotion of this work going forward.
The ODI Standing Committee is charged with the following tasks:
- Promotion and education of ODI Recommended Practice for all stakeholders
- Support for content providers and discovery service providers during adoption and completion of conformance checklists
- Provide a forum for ongoing discussion related to all aspects of discovery platforms for all stakeholders
- Consider next steps for items deemed out of scope from the original ODI Work Group Recommended Practice
- Identify emerging needs in the open discovery space and determine appropriate courses of action
- Make recommendations to the D2D (Discovery to Delivery) topic committee on further work items required to fulfill the goals of the Open Discovery Initiative
To learn more about ODI conformance, visit the Open Discovery Initiative workroom.