Transcript No Slide Title

EDItEUR
Standards for electronic trading and
product metadata
David Martin
ITALE Seminar, Milan 1 June 2004
What is EDItEUR?
• Founded 1992 in Amsterdam as a European
book trade EDI group
• Sponsored by the European federations of
publisher, bookseller and library associations
• Now 90 members from 17 countries, including
Australia, Canada, Japan, S Africa, USA
• Interests extending beyond EDI and book
supply, to embrace all forms of electronic
communication in the book and serials sectors
• An “umbrella” group, secretariat in London
EDItEUR partners
• USA: BISAC (part of Book Industry Study
Group), NISO (National Information
Standards Organization)
• UK: BIC (Book Industry Communication)
• Other national groups, generally with interests
in a particular part of EDItEUR’s work, such
as ONIX: most countries do not have groups
like BIC and BISAC
EDItEUR partners - international
• Numbering agencies: EAN International,
ISBN, ISSN
• International DOI Foundation (IDF)
• Various ISO groups
• ICEDIS: International Committee on EDI for
Serials (managed by EDItEUR)
• IFLA
EDItEUR standards
• EDIFACT trading message formats
• XML trading message formats
• ONIX product information standards
EDIFACT: how it started
• EDILIBE EU project on EDI for international
library supply
• Participants from Germany, Italy,
Netherlands, France, Spain, UK
• EDItEUR worked with EDILIBE and EAN
International to define implementation
guidelines for “EANCOM” EDIFACT messages
• Led to publication of a first edition of
EDItEUR EDI guidelines in 1995
EDIFACT: the next stage
• 1997: new release of EANCOM EDIFACT
formats, with significant new features, and a
promise of long-term stability
• EDItEUR revised, extended and re-issued its
implementation guidelines
• Since then, all EDItEUR EDIFACT formats
are based on EANCOM 1997 edition
EDIFACT: library book supply
• Quotes: notifications of new titles
• Orders
• Order response: for initial response and
status reports
• Order change: changes or cancellations
• Order status enquiry: “chasers” or claims
• Invoice: also used as despatch notification and
credit note
EDIFACT: library book supply
• In the UK, a wide variety of applications for
Quotes, apart from new title notification
• With increased use of web ordering or other
direct links to suppliers: how to ensure that
an order is captured on the library system?
• One answer: use Quotes so that the supplier
sends a “proposed order” to the library
system, which then records and confirms it
• Used for showroom visits, web orders,
supplier selection etc
EDIFACT: serials applications
• EDIFACT Despatch Advice for (a) advance
notice of changes to publication schedules, and
(b) notification of actual despatches
• Order Status Enquiry for serials claims
• Order Response for claim responses
• Invoice, for annual renewals
EDIFACT: general
• Adoption of EDItEUR EDIFACT formats has
been patchy
• Little use in the English-speaking book trade
because of existing national formats (eg X12)
• Significant use in other-language markets
• Substantial and growing use in academic
library supply – because international
• No new developments, but EDItEUR continues
to respond to user requests for enhancement
Traditional EDI formats...
• ...such as EDIFACT, are characterised by:
• The perceived need to keep messages short
(transmission and processing costs): tight
syntax, highly-coded content
• The philosophy that “an order is an order is
an order”: one format must fit all
• So every variant from every industry is loaded
into a single standard
• So each sector has to define implementation
guidelines for the subset that it will use
• Result: complexity, difficult to “read”
XML formats: the next generation
• EDItEUR is working with BISAC and BIC to
develop…
• EDItX, a range of XML transaction document
formats
• Using the Internet, and today’s technology,
message size (within reason) is not a problem
• Following XML design practice, formats have
meaningful labels and meaningful “codes”
• A message can be “readable” as well as
machine-interpretable
A different approach
• Formats precisely specified for each different
application: trade order, library order,
“consumer direct fulfilment” (CDF) order, etc
• Using “common components” wherever possible,
and a consistent approach to structure and
nomenclature
• Industry-specific, but designed from the
outset to be international
EDItX documents to date
• Published on the EDItEUR website:
• Book trade set: order, order response, order
status report, status enquiry, cancellation,
ship notice, stock enquiry, stock report
• Library book supply set: book order
• CDF book supply set: CDF order
• Digital sales report (for ebook distributors)
EDItX work-in-progress
• Book trade set: invoice
• Library book supply set: order response, etc –
to create a complete set including the
functionality currently available in EDIFACT
• CDF book supply set: other CDF transactions
• Serials: still to come
• EDItEUR’s aim: to ensure that standards are
ready in time to prevent a proliferation of
inconsistent XML formats
EDItX adoption
• No evidence yet of any substantial movement
to adopt XML formats in the book sector
• Early adopters on the trade side are likely to
be those involved in Internet commerce
• In US trade and library supply, the widelyused BISAC fixed-length format will NOT be
adapted for the 13-digit ISBN (January
2007) – may stimulate move to XML
• Library sector adoption may come with new
generation of XML-based systems?
ONIX
• A family of XML-based standards for product
information
• Began as a book information standard, with
the Association of American Publishers in
1999, primarily to improve the quality of
publishers’ information supplied to Internet
booksellers
• EDItEUR assumed responsibility for
development, maintenance and publication in
2000
ONIX in 2004
• ONIX for Books: Release 2.1 issued 2003,
with minor revisions this year
• ONIX for Serials: three applications in
various stages of development and piloting
• ONIX for Video and DVD
• Other ONIX applications: mEDRA DOI
registration metadata, ISBN registration
metadata etc
ONIX for Books
• Adopted in the US, UK, Germany, France,
Canada, Australia, Korea, and used in several
other countries
• Publishers accounting for ~ 80% of US book
production and over 40% of UK are delivering
product information in ONIX to bibliographic
agencies, wholesalers, large booksellers etc
• In Germany, the Deutsche Bibliothek is taking
CIP input in ONIX format. Library of
Congress is using ONIX data to enhance
catalogues.
ONIX for Serials - 1
• An EDItEUR – NISO collaboration
• 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
reservation servers
• SOH has nearly completed piloting: the format
will be published shortly
ONIX for Serials - 2
• Serials Products and Subscriptions (SPS)
• (a) Communication of journal product
catalogue information through the supply chain
publisher – subscription agent – library
• (b) Communication of details of subscriptions
held by an individual library or a consortium
• SPS pilots are just starting; however, the
pilot version of the format is also about to be
published
ONIX for Serials - 3
• 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
• Substantially developed, but not yet ready for
piloting
EDItEUR contacts
• www.editeur.org
• Brian Green: [email protected]
• David Martin: [email protected]