OCLC 对于 NISO 开放检索计划的支持
OCLC 致力于支持 NISO RP-19-2020 开放检索计划：提升检索透明度中推荐的做法。
作为一个内容中立组织，OCLC 并不发布内容，而是专注于让信息搜索者能够在单一位置查找众多提供商所提供的资源。
利用 OCLC WorldCat 检索服务，您可以访问来自全球领先的内容提供商所提供的超过 3100 个馆藏的中心索引。通过 WorldCat 知识库的数据和链接功能，可以从搜索结果链接到许可内容。OCLC 与众多内容提供商合作，可让用户通过中心索引和知识库获得内容。我们的算法提供了无偏见的检索结果，不会偏向特定主题或内容馆藏。
加强开放内容的可见性和可访问性
20 多年来，OCLC 一直在与全球领先的传统出版物和开放内容材料的提供商合作，为用户创造更加包罗万象、丰富多彩的体验。
我们作为世界上最大的图书馆合作组织，致力于大规模支持开放访问项目。对于出版商和内容提供商，我们使开放内容（包括完全或混合同行评审的开放访问材料）对他们对可见。对于图书馆及其用户，我们通过 WorldCat 检索和 WorldCat.org™ 等服务，帮助排列开放馆藏的优先级，以实现最优检索和访问。这些服务得到了 WorldCat 知识库中的 700+ 个开放馆藏的支持。
以下是 OCLC 对 2020 年 6 月更新的“检索服务提供商的最佳实践”的回应。[下载检查表。]
我们将继续加强 WorldCat 检索服务，以扩大对推荐做法的支持。
OCLC responses to Discovery Provider Conformance Checklist
Last updated: 4 April 2023
Market product: WorldCat Discovery
| Y/N/P | Recommendation | Reference | Comment |
|---|---|---|---|
| Discovery Service provides collection level content listing for library customers. | 3.3.1.1 | ||
| Y | Provider |
3.3.1.1 | Detailed list of central index collections available at oc.lc/discoveryindex |
| Y | Market product |
3.3.1.1 | Detailed list of central index collections available at oc.lc/discoveryindex |
| Y | Titles in KB |
3.3.1.1 | View list of WorldCat knowledge base collections |
| Y | Titles in Central Index |
3.3.1.1 | Total number of records display on WorldCat Discovery website. |
| N | Number of unique records in Central Index |
3.3.1.1 | Total number of records displays on WorldCat Discovery website. |
| Y | Percent of records full-text searchable in Central Index |
3.3.1.1 | Will provide upon request submitted to support@oclc.org. |
| P | Percent of records abstract searchable in Central Index |
3.3.1.1 | Available at the collection level via request submitted to support@oclc.org. |
| P | Percent of records subject searchable in Central Index |
3.3.1.1 | Available at the collection level via request submitted to support@oclc.org. |
| Y | Percent of articles that are free to read |
3.3.1.1 | Service surfaces articles when needed metadata is available. Percentages will be provided upon request submitted to support@oclc.org. View list of 100% free to read collections. |
| Y | Date of last market product update |
3.3.1.1 | Available upon request. Dates vary by content provider. A dated list of central index collections is provided at oc.lc/discoveryindex. |
| Y | Date of last report update |
3.3.1.1 | Central index list at oc.lc/discoveryindex is dated. |
| Discovery Service provides title-level content listing for library customers. | 3.3.1.2 | ||
| Y | Title |
3.3.1.2 | A list of collections in the WorldCat knowledge base is available on the OCLC website. Consult content providers title-level details about individual collections. |
| Y | Standard identifier |
3.3.1.2 | A list of collections in the WorldCat knowledge base is available on the OCLC website. Consult content providers title-level details about individual collections. |
| Y | Content format |
3.3.1.2 | A list of collections in the WorldCat knowledge base is available on the OCLC website. Consult content providers title-level details about individual collections. |
| Y | Content type |
3.3.1.2 | A list of collections in the WorldCat knowledge base is available on the OCLC website. Consult content providers title-level details about individual collections. |
| Y | Dates of coverage or date of publication |
3.3.1.2 | A list of collections in the WorldCat knowledge base is available on the OCLC website. Consult content providers title-level details about individual collections. |
| Y | Number of records in Central Index |
3.3.1.2 | |
| Y | Percent of records full-text searchable in Central Index |
3.3.1.2 | Available upon request submitted to support@oclc.org. |
| Y | Percent of records abstract searchable in Central Index |
3.3.1.2 | Available upon request submitted to support@oclc.org. |
| Y | Percent of records subject searchable in Central Index |
3.3.1.2 | Available upon request submitted to support@oclc.org. |
| N | Percent of articles that are free to read |
3.3.1.2 | View list of 100% free-to-read collections. |
| N | Date of last report update |
3.3.1.2 | |
| Distribution of metadata elements | 3.3.1.3 | ||
| Y | Provide data in downloadable form |
3.3.1.3 (1) | |
| Y | Provide data in tab-delimited text files |
3.3.1.3 (2) | |
| N | Use ProviderName_YYYY-MM-DD.csv naming convention |
3.3.1.3 (3) | Naming convention is managed by content providers. |
| Y | Provide monthly reports |
3.3.1.3 (4) | |
| Y | Secure access to the reports |
3.3.1.3 (5) | |
| Linking | 3.3.2 | ||
| Y | Discovery Service does not discriminate among Content Providers contributing to the service. |
3.3.2 (1) | |
| Y | Mechanisms are offered to enable libraries to establish preferences regarding which platforms to present to users as link targets, and in what order or priority. |
3.3.2 (2) | |
| Y | Discovery Service confirms non-bias with regard to content indexed and results presented to the user. A statement in this regard is published annually. |
3.3.2 (3) | |
Y |
Discovery Service uses an algorithm that is non-preferential with regard to the Content Provider for generating result sets, relevance rankings, and link order. |
3.3.2 (4) | |
| P | Link presentation associated with a given result is configurable by libraries. |
3.3.2 (5) | |
| Y | Discovery Service supplies content providers and libraries with information when material changes are made to the discovery service that could impact the result set or relevance rankings or link order of results. |
3.3.2 (6) | |
| File formats and methods of transfer | 3.3.3 | ||
| Y | Provides description of capabilities, limitations, and preferences regarding how content providers should transfer data to them for the most effective indexing by the discovery service. |
3.3.3 (1) | |
| Y | Communicates to content providers when format, schema, or transport mechanisms will have an impact on features or performance of the discovery service. |
3.3.3 (2) | |
| Y | Uses mutually agreed-upon robust metadata encoding schemas. |
3.3.3 (3) | |
| Y | Uses mutually agreed-upon method and schedule for delivery of metadata. |
3.3.3 (4) | |
| Y | Discovery Service provides COUNTER-compliant usage reports on schedule to all content providers | 3.3.4.1.1 | OCLC supplies data to Google Analytics for access via individual library Google Analytics subscriptions. |
| Y | Discovery Services includes a referrer URL identifying the discovery service when linking to content platforms or link resolvers. | 3.3.4.1.2 | OCLC supplies data to Google Analytics for access via individual library Google Analytics subscriptions. |
| Y | Discovery Service provides usage metrics to libraries. | 3.3.4.2 | |
| Y | Report on total number of searches per month. |
3.3.4.2 (1) | |
| Y | Report on total number of unique visitors per month. |
3.3.4.2 (2) | |
| Y | Report on total number of click-throughs per month. |
3.3.4.2 (3) | |
| Y | Report on top 500 search queries for the last period. |
3.3.4.2 (4) | OCLC supplies data to Google Analytics for access via individual library Google Analytics subscriptions. |
Y |
Report on top 100 referring URLs to the Discovery Service for the last period. |
3.3.4.2 (5) | OCLC supplies data to Google Analytics for access via individual library Google Analytics subscriptions. |
| P | Discovery Service displays the "free to read" indicator and provides the license reference element for all content to which it has been applied. | 3.3.5 | This metadata is not currently provided by content providers in the NISO Free to Read/Free to Use Format. Where OCLC can identify OA collections, we identify it through OA collections, links, and filters. |
| Y | Discovery Service provides mechanism to only allow certain databases to be searchable by authenticated users. | 3.3.6 (1) | |
| Y | Discovery Service takes measures to ensure that certain databases are only activated by mutual subscribers if desired by the content provider. | 3.3.6 (2) | |
| N/A | Discovery Service alternative coverage lists clearly indicate the metadata fields indexed are alternatives to specialized data, and note potential differences in quality, depth, and currency. | 3.3.7 | Service surfaces data provided by content providers. OCLC does not publish alternative coverage lists. |
| Y | Discovery Service should be able to exclude records from merged or grouped records if desired by the content provider. | 3.3.8 (1) | Duplicate articles across providers are clustered together. Institution can choose which databases are included in the cluster through database selections and can choose to turn clustering off. |
| P | Discovery Service should be able to display the source provider of the record and their logo. | 3.3.8 (2) | Item details descriptions display source provider. |
| Y | Records in Discovery Service should include a link back to the source provider’s platform if supplied by the provider. | 3.3.8 (3) | |
| Y | Discovery Service makes available documentation that describes how metadata is generally utilized within the relevance algorithm and how it enhances discoverability. | 3.3.9 | |
| Y | Discovery Service utilizes the core metadata and underlying full-text/original content for complete offerings provided by content providers. | 3.3.10 | |
| Y | Discovery Service Provider provides clear channels for reporting support issues | 3.3.11 |