ONIX: where it has come from and where it is going Brian Green, David Martin The Book Business and International Information Standards EDItEUR Seminar, Moscow, September 2007 What is EDItEUR? • Founded 1992 in Amsterdam as a European book trade EDI group • Sponsored initially by the European federations of publisher, bookseller and library associations • Now 90 members from 17 countries, including Australia, Canada, Japan, Russia, S Africa, USA • Interests extending beyond EDI and book supply, to embrace all forms of electronic communication in the book and serials sectors EDItEUR partners • National groups, generally with interests in a particular part of EDItEUR’s work, such as ONIX • Numbering agencies: ISBN, ISSN, GS1 (formerly EAN International) • International DOI Foundation (IDF) • ICEDIS: International Committee on EDI for Serials (managed by EDItEUR) • IFLA, IPA • Publishers, booksellers, distributors, systems vendors EDItEUR standards • EDIFACT trading message formats • XML trading message formats • ONIX product information standards • ONIX for licensing terms • Radio Frequency Identification (RFID) ONIX: the beginning • The Association of American Publishers ONIX (ONline Information eXchange) project began in Autumn 1999, with the aim of providing a standard format for publishers supplying product details, particularly to Internet booksellers • AAP published ONIX Version 1 Guidelines for Information Exchange in January 2000, based partly on earlier EDItEUR work • With AAP agreement, EDItEUR published ONIX for Books Release 1.0 in May 2000, and since then has managed all ONIX development ONIX today and tomorrow • No longer just ONIX for Books: • ONIX for Serials • ONIX for registering identifiers • ONIX for Licensing Terms What is ONIX? • A family of XML formats for communicating rich metadata about books, serials and other published media, using common data elements and “composites” • ONIX comprises XML Schemas, DTDs, code lists and user documentation • All developed and maintained by EDItEUR through a growing number of partnerships with other organisations ONIX for Books • Comprehensive bibliographic detail • Text: descriptions, reviews, author biographies, extracts • Images: jackets, thumbnails, author photos • Audio and video, website links • Territorial rights • Prices and availability in different markets • Promotional campaign information ONIX for Books • Release 2.1 revision 03 is the current version • Development is controlled by an International Steering Committee representing... • ...fifteen countries in which ONIX has been adopted by the book trade: Australia, Canada, Germany, Finland, France (with French-speaking Canada and Belgium), Italy, Korea, Netherlands (with Flanders), Norway, Russia, Spain, Sweden, UK, US • Different countries are at different stages of implementation ONIX for Books • US: over 150 publishers sending ONIX feeds (October 2006) • UK: 67 publishers (April 2007) • Australia: 93 publishers (77% of the industry) (October 2006) • Canada: 128 publishers (April 2007) • Norway: about 70% of publishing output in ONIX in 2007 ONIX for Books • With seven years experience, the time has come for a full review of the standard • The original requirement was for information about “traditional” books and other physical products – ONIX was designed for a physical supply chain, which still accounts for most publishing revenues • However, publishers are increasingly producing digital content, and delivering it through different channels • ONIX must handle digital products as an integral part of the format, not as an afterthought ONIX for Books 3.0 • Sooner or later we need a major new Release 3.0 of ONIX for Books, not only embracing digital content but also making many other improvements • Currently, the Steering Committee is reviewing whether to move straight to this new release, or whether to make less extensive changes in a Release 2.2, to allow more time to work out the longer-term requirements • A decision is expected at the Frankfurt Book Fair in October ONIX for Serials • An EDItEUR – NISO collaboration through a Joint Working Party (JWP) • Three applications to date • Serials Online Holdings (SOH): a format for communication between “publication access management systems” and libraries, to deliver details of the electronic holdings to which the library has access, and to populate resolution servers • SOH Release 1.0 is published and in use: Release 1.1 is being prepared ONIX for Serials • Serials Products and Subscriptions (SPS): (a) Communication of journal product catalogue information through the supply chain from publisher to subscription agent to library (b) Communication of details of subscriptions held by an individual library or a consortium • SPS Release 0.91 is available on the EDItEUR website: implementation is starting • An extended Release 0.92 is being prepared ONIX for Serials • Serials Release Notification (SRN) • A journal issue and article level format to be used for communicating details of printed or electronic content as it is released: two versions, one at issue level, the other at article level • Release 0.91 of the issue-level message is published on the EDItEUR website • A first release of the article-level message is being prepared ONIX for ID registration • Standard identifiers (such as ISBN) need to be associated with at least a minimum set of metadata describing the thing that is identified • This principle is recognised in all recent work on identifier standards in ISO and elsewhere • ONIX subsets can readily be defined as carriers for identifier registration metadata ONIX for ID registration • DOI: a set of ONIX DOI registration formats has been developed, for serial and non-serial items, as works or as products, all available on the EDItEUR website • ISBN-13: the new standard defines a minimum metadata requirement for ISBN agencies. An ONIX format and schema for ISBN-13 registration has been specified • ISTC is expected to follow shortly Licensing terms – the problem • Growth of digital collections in libraries • Need to automate management of digital resources • Need to relate licences to institutional policies • Variation in licensing terms • Complexity of licence documentation • Uncertainty at the point of use • How could publishers and vendors help? Deliver licence terms digitally • Express licence terms in machine-readable form • Communicate electronically from vendor to subscriber • Enable licence terms to be loaded directly into a subscriber’s computer system • But this needs a standard... ONIX for Licensing Terms (OLT) • Some work on the encoding of licence terms was done as part of the US Electronic Resources Management Initiative (ERMI) in 2004, but this fell short of enabling a licence to be fully expressed • EDItEUR undertook a proof of concept project in 2005, supported by the Publishers Licensing Society and JISC • Followed by the publication of a first draft of an ONIX format for Publications Licences The OLT framework • OLT is a family of licence-related formats with a shared underlying framework • A data model for describing licensing “events” • All terms defined in a structured OLT Dictionary that will grow as new application needs are identified • Individual formats specified – with appropriate levels of specialization – as separate XML schemas and documentation OLT applications • ONIX for Publications Licenses (ONIX-PL) for communicating electronic expressions of publisher/library licences • ONIX for Repertoire, and ONIX for Distributions Message formats for the International Federation of Reproduction Rights Organizations (IFRRO) • The Automated Content Access Protocol (ACAP) project is using OLT semantics to express permissions for use of web content in a form that can be interpreted by search engine crawlers • Others to come The digital future... • The common thread running through ONIX developments: • ONIX Books 3.0 – enabling digital products to be described alongside traditional publications • ONIX for Serials – driven by the need for better management of electronic journal collections • ONIX for DOI registration – supporting the Digital Object Identifier • ONIX for Licensing Terms – enabling compliance with licence permissions for digital content EDItEUR contacts • www.editeur.org • Brian Green: brian@bic.org.uk • David Martin: david@polecat.dircon.co.uk • Francis Cave: francis@franciscave.com