Carpenter "2025 NISO Annual Members Meeting"

2025 Membership Meeting
NISO Annual Report
of 2024 Activities
NISO Annual Meeting Webinar
June 17, 2025

2025 Membership Meeting Overview
► NISO’s Vision, Mission and Strategic Priorities
► 2024/25 Reflections
► NISO 2024/25 Membership
► ISO Work
► NISO 2024/25 Education Programs
► NISO Standards Program – Keondra Bailey
► NISO Plus
► NISO Finances
► Looking Forward 2026-28
► Open discussion of NISO activities
June 17, 2025
2025 NISO Annual Membership Meeting
2

4
June 17, 2025
NISO’s vision is a world
where all benefit from the
unfettered exchange of
information

6
June 17,
2025
The mission of NISO is to build knowledge,
foster discussion, and advance
authoritative standards development
through collaboration among the cultural,
scholarly, scientific, and professional
communities.

NISO seeks consensus among participants in our work and
strives for outputs that serve a worldwide community.
NISO is committed to diversity, equity, inclusion, and
accessibility in everything we do.
NISO equally values the contributions of all voices in our
processes.
8

10
June 17,
2025
Review of
2023 Goals

11
June 17,
2025
More Efficient With Standards

12
June 17,
2025
Diversity, Equity,
Inclusion & Accessibility

13
June 17,
2025
Community Development

NISO nurtures an engaged, inclusive, and sustainable community. NISO is recognized for connecting
diverse stakeholders and inspiring collaboration among them.
Strategic Priorities 2023-2026
1. NISO provides its members and community resources and information they value so that they
can understand developments and trends in our communities.
2. NISO is a welcoming environment for people of all backgrounds and perspectives and encourages
an inclusive perspective and participation in our programs, our technical development work,
and leadership.
3. Members and the wider community use NISO’s education, training, and management resources
to engage on critical information management issues.
4. Members of underserved/marginalized communities and early career professionals have access to
industry information, development and volunteer opportunities, and mentors that will support their
increased involvement in NISO’s efforts and their overall career success within our stakeholder
community.
NISO Strategic Plan: Community
June 17, 2025 2025 NISO Annual Membership Meeting 14

15
June 17,
2025
Effective Thought Leadership

NISO builds knowledge through leadership and innovation in improving efficiency in our
community. NISO is recognized for its expertise and considered an exemplar for standards
development for information management.
1. Advance community best practice through a focus on the value that standards bring to
organizations and people engaged in content creation, dissemination, preservation and use.
2. Provide leadership and support innovation to improve efficiency as content forms and
information management models change. Continue to translate that leadership into action and
outputs that improve community practice and efficiency.
3. Continue to build upon the NISO Plus Conference as an influential and impactful forum for
thought leadership and discussion, which fosters collaboration and innovation. Seek to build the
NISO Plus branded events portfolio through virtual and in-person events.
4. Using the NISO Plus model and its outputs, identify emerging trends affecting cultural, scholarly,
scientific, and professional communities and create forums to foster discussion and build
knowledge to ensure members and the community have the information/understanding to address
these emerging trends.
NISO Strategic Plan: Leadership

NISO grows meaningfully and expands its standards work and services portfolio in areas of highest
demand and the greatest potential for expanding our resources. NISO is recognised for actively
seeking new opportunities.
1. Continue to ensure NISO’s sustainability and increased financial support from existing
stakeholder groups through a focus on value and quality service.
2. Explore areas where NISO can strategically extend its involvement in adjacent domains or
communities and develop programs, services or leadership opportunities where NISO can add
the greatest value.
3. Articulate and communicate clearly NISO’s value proposition to existing and targeted potential
stakeholders for actions in new domains.
4. Using the NISO Plus structure and NISO’s Leadership activities, extend NISO’s standards work
into new domains which are nascent or developing to support innovation in our community.
NISO Strategic Plan: Growth

Executing This Strategy
Beginning in 2024, we began a series of
announcements and outreach to
communicate these plans to the
membership.
Each of the items above is being tracked by
the NISO Staff and the Board of Directors.
The Board has identified several KPIs related
to the priorities noted previously and we will
be reporting regularly on our progress.
If necessary, adjustments can be made as
NISO’s priorities change over time in
response to market conditions.
19

Reflections on 2024-25
June 17,
2025
2025 NISO Annual Membership Meeting 20

Approaching Storms
In late 2024, it started to become
apparent that 2025 would be a
challenging year.
NISO Plus conference attendance was
trending below target
Members were slow to respond to dues
payments
Significantly higher than budgeted non-
renewals, primarily owing to federal
funding questions.

Approaching

Seeking to improve library collaborative
collections efforts with IMLS support
23
The CCLP project was made possible in part by the Institute of Museum and Library Services (IMLS)
Grant #: LG-252384-OLS-22. For more information about this grant: https://www.imls.gov/grants/awarded/lg-252384-ols-22
June 17, 2025 2025 NISO Annual Membership Meeting

24

25

Applications for now-
cancelled IMLS programs
• In 2025, NISO submitted four
grant proposals to IMLS.
• It is unlikely any will advance at
IMLS.
• Funding sought to support:
• Museum participation in ISO
Technical Committee on Cultural
Heritage Conservation
• Phase 2 of support of CCLP Project
• (As Fiscal Agent for NDSA) Support
for transition to sustainability for
NDSA.
• Development of OPDS as National
Standard as part of Athena Ebooks
initiative

Consensus isn’t always easy

NISO Standards Development Work in 2024/25
June 17,
2025
2 Newly Published RP or Standards
3 Drafts for public comment issued
1 New Projects/Groups Launched

2024-25 Serving our community
► NISO now has 37 active working groups, subgroups, and
maintenance committees
► By comparison, in 2010, NISO had 15 active projects
► NISO hosted 47 virtual events, two in-person events, and the
NISO Plus Virtual Conference, or an average more than 4 per
month
► By comparison in 2010, NISO hosted 13 virtual events and 2 in-
person
► NISO membership is now more than 1,000 organizations
► By comparison in 2010, NISO had 109 members
June 17,
2025

NISO PLUS
June 17, 2025

June 17, 2025

Membership
Trends
Three new NISO Voting Members in 2024/25
SPIE
American Society for Microbiology
UL Standards and Engagement
Five new individual members
Boston Library Consortium added 18 new LSA
members as a group
Eight (possibly 11) Non-Renewals of
NISO Voting Members in 2025
June 17, 2025 33

Membership Trends 1998-2024
0
200
400
600
800
1000
1200
199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024
NISO MEMBERSHIP 1998-2024
LSA
Members
Voting
Members

It’s a big world! NISO’s working within ISO
35

NISO’s Role in ISO, representing US interests
NISO is the US Technical Advisory Group
determining US positions on ISO work in:
ISO TC 46 Information and Documentation
• Technical interoperability (SC 4)
• Statistics and performance evaluation (SC 8)
• Identification and description (SC 9)
• Document storage and preservation (SC 10)
• Archives/records management (SC 11)
ISO JTC 1/SC34 Information Technology -
Document description and processing
languages
36

New ISO
Technical
Committee
37
June 17,
2025 2025 NISO Annual Membership Meeting
ISO TC 349 – Cultural
Heritage Conservation
Proposed by the Chinese National Standards Administration
(SAC) and approved by the ISO Technical Management
Board in February, 2024. First plenary meeting in
September, 2025.
Scope:
Standardization in the field of terminology, technologies,
materials and equipment for monitoring, evaluation,
preservation and restoration of cultural heritage.
Excluding: ISO/TC 36 Cinematography, ISO/TC 42
Photography, ISO/TC 46 Information and documentation
In October 2024, NISO applied and was
assigned the responsibility to represent US
interests as the Technical Advisory Group

38
NISO Serves as Secretariat for ISO TC 46/SC 9 Identification & Description
In 2024, Todd Carpenter was elected Chair of TC 46/SC 9 and Keondra Bailey
assumed the role of Committee Manager
NISO staff and its members participated in 7 ISO plenary meetings, and
engage on 25 ISO working groups, and more than 35 projects.
NISO Supports International Standards Development

39
ISO International Standards Work Published

40
ISO International Standards New Work Being
Considered
• International Classification of Standards (ICS) as ISO Technical Specification
• Definition of a standard model for Data Papers
• Revision of Part 2 Thesauri and Interoperability with other vocabularies based
on revision of part 1
• Revision of Transliteration of Arabic, Indic, Georgan and Armenian, Cyrillic,
Thai, Mongolian & Tibetan
• AI Governance and the AI use of standards development
• Data Documentation Initiative (DDI) as a Publicly Available Specification (PAS)
• Technical Report on the use of AI in scholarly publishing
• Assessment of school libraries
• Global Media Identification of brands and channels.
• Soft Binding of Content

ISO IWA
Unique Media
Identification
41
June 17,
How to Identify Media Outlets
UMiD
ONE Example of how media companies are organized

Education Report
June 17,
2025

Education is a core element of NISO’s Mission
• In 2024, NISO hosted more than 30 training sessions

Educational Event Topics in 2024
Advancing Digital
Accessibility for Scientific and
Technical Publications
AI & Prompt Design: A 2024
NISO Training Series
Authentication & Browser
Changes
Author Rights
Collaborative Collections
Lifecycle Project (CCLP)
Spring 2024 Public Update
Webinar
Communication of
Retractions, Removals, and
Expressions of Concern
(CREC) Recommended
Practice Publication Webinar
DEIA in the Scholarly
Landscape: A 2024 NISO
Training Series
Ensuring Trust in the
Scholarly Record: How
Libraries and Publishers
support Research Integrity
Indigenous-specific
collections development;
Indigenous librarianship
Librarians, Researchers,
Publishers & Social Change
Managing & Sustaining
Collaborative Collections,
Part Two
More Accessible: Beyond PDF
As We Know It
Open Research: A 2024 NISO
Training Series
Practical Applications to
Improve the Accessibility of
Your Website
Spring 2024 ODI
Conformance Statement
Workshop for Libraries
Strategies & Partnerships:
Insights to Build
Collaborative Collections,
Part One
Sustainability in Publishing
The Changing Standards
Landscape: 17th Annual
NISO/BISG Forum: Artificial
Intelligence in Book
Publishing
The Importance of Metadata
in AI
Using COUNTER to Optimize
Usage Data Collection &
Analysis for Libraries &
Publishers

Educational Events Through The End of 2025
AI & the Research Cycle
(Phase III: Writing, Peer
Review & Publishing)
AI & the Research Cycle
(Phase IV: Licensing,
Copyright & Research
Impact)
Data Ownership &
Indigenous Sovereignty
Driving Research,
Breakthroughs and
Discovery: Librarians,
Publishers, and Researchers
Collaborate to Get Stuff
Done
Retractions and Research
Integrity, Part One
Retractions and Research
Integrity, Part Two
The Changing Standards Landscape: 18th Annual NISO/BISG
Forum: Accessibility Standards and the Future of Inclusive
Publishing

Education Committee
• Doyin Adenuga
• Jane DoAmaral
• Rosy Khan
• Grace Kim
• Nettie Lagace
• Mubanga Lumpa
• Alice Meadows
• Rusty Michaak
• Shima Moradi
• Jill O’Neil
• Rhonda Ross
• Mitchell Scott
• Emily Singley
• Sonali Sugrim
• Carolina Tanigushi
• Cynthia Hudson Vitale
• Katherine Witzig

2026
• Beginning Planning in July for 2026 event schedule
• We welcome ideas & suggestions for topics or speakers
• You can also join the Education Committee!
• Please reach out: kgraham@niso.org

Standards Program Report
June 17,
2025

2024-25 Standards & Recommended
Practices Completed
▪ ANSI/NISO Z39.96-2024, JATS: Journal Article Tag Suite, version 1.4
Publication Date: October 31, 2024
▪ NISO RP-45-2024, Communication of Retractions, Removals, and
Expressions of Concern (CREC)
Publication Date: June 27, 2024
▪ NISO RP-48-2024, JATS4R Authors & Affiliations, Version 2.0
Publication Date: December 12, 2024

Practices Progressing
Revision of NISO RP-9-2014, KBART: Knowledge Bases and Related Tools Recommended Practice
Draft for public comment expected in Summer 2025
Revision of NISO RP-24-2019 Transfer Code of Practice (Version 4.0)
Public comment period closed May 2025, Standing Committee reviewing comments
NISO RP-8-202x, Journal Article Version (JAV) Revision
WG reviewing and incorporating feedback from public comment period
Revision of ANSI/NISO Z39.7-2013 Information Services and Use: Metrics & Statistics for Libraries
and Information Providers Data Dictionary
Draft for public comment expected in Summer 2025

Practices Progressing
Collaborative Collections Lifecycle Infrastructure Project (CCLIP)
Draft currently under editorial review, draft for public comment expected mid-
Summer 2025
NISO RP-49-202x, Open Access Business Processes
Draft for public comment expected Summer 2025

2024-25 New Standards Projects
▪ U.S. National PID Strategy
In the wings…
 Recommended Practice for Unique Electronic Resource Package
Identifiers
 Recommended Practice to Update Author Name Changes in the Academic
Publication Record after Publication as a Result of Identity Change
 Recommended Practice to ILS/LSP Ecosystem Interconnectivity
Encompassing Technical Needs, Definitions of Terms and Community
Transparency

New Standards (Projects) Ideas Under
Discussion
NISO Plus Output Ideas
▪ Trust markers for credibility
▪ AI
▪ Disclosure framework
▪ Metadata
▪ Tracking OA book usage across platforms
Other Ideas
▪ Potential revision of SERU?

Carpenter "2025 NISO Annual Members Meeting"

A new type of event, focused on
conversation and community, with the
goal of identifying needs in the
information ecosystem and helping to
shepherd those needs into projects and
ultimately, solutions.

❖ Conversations become outcomes
❖ Outcomes become projects
❖ Projects become solutions

2020
2021
2022
• Package ID
• Communication of Retractions, Removals, and Expressions
of Concern (CORREC)
• Publisher-Repository Interoperability
• Interoperable System of
Controlled Digital Lending
• Multilingual/Multicultural issues (metadata and more)
• User Interface in Persistent ID Transactions
2023 • Open Access usage data
• Global metadata diversity issues
2024 • National PID Strategy
• AI Training
• AI Trustworthiness

• 215 Attendees
• 12 Countries
• 23% from Outside US

• 216 Attendees in person in Baltimore
• Cindy Hohl and Timnit Gebru Keynotes
• 3 Pre-meetings: JATS-CON, AI and OA
Monographs
• Ideas: Usage Metrics for OA Books; AI in
accessibility; Accessibility information for
packages; AI Template Licenses, Trust Markers

Global Reach

• Decreasing travel budgets as organizations retrench
and save in uncertain times
• Decreasing sponsorship and grant support
• Significantly curtailed government organizational
participation
• Challenges getting ideas off the ground after the
event
• Increasing costs for hosting in-person events
• Lower virtual conference engagement
Headwinds

http://niso.plus
Keynote: Mark Aldridge, Associate Professor at
Southampton Solent University
Renowned Agatha Christie historian and consultant for the
BBC Maesto mystery-writing class where an AI version of
Christie is animated using her works

http://niso.plus

Financial Report
June 17,
2025

June 17,
2025
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
NISO REVENUES 1998-2023 (Audited)
Sublease/Other Income
Investment Income
Workshops/other Revenues
Publications Revenue/Subscriptions
Grants
Dues

June 17,
2025
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022
NISO EXPENSES 1998-2023 (Audited)
Fundraising
General &
Administrative
Goverance
Membership
Services
Education Services
International
Standards
Development

Financial trends 1998-2023 (Audited)
$(400,000)
$(300,000)
$(200,000)
$(100,000)
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
NISO NET ASSETS & ANNUAL SURPLUS/LOSS 1998-2023
(Audited)

Looking Forward
June 17,
2025

Welcome New
NISO Directors
(2025-28)
73
June 17,
Jill Morris, Executive Director, PALCI, the Partnership for
Academic Library Collaboration and Innovation,
elected Vice Chair of the NISO Board.
Laura Cox, Senior Director, Publishing Industry Data,
Copyright Clearance Center
Alison Larkin, Associate Director, Peer Review
Services, IEEE
Cynthia Hudson Vitale, Associate Dean for Technology
Strategy & Digital Services, Johns Hopkins University
Leslie Sharp, Dean of Libraries, Georgia Institute of
Technology
Monica Westin, Associate Director, Content and
Discovery, Manchester Metropolitan University and
Member, COUNTER Board of Directors

Strategies for Sustainability
► Cost cutting efforts: including reduced headcount, cutting systems costs, travel
► Continue to build NISO’s membership & engagement
► Engaging new market segments for Voting Membership
► Expanding our work into Cultural Heritage Conservation and other areas
► Engaging with more libraries directly through consortial partnerships
► Explore new strategies for education – training course and learning arcs
► Grow engagement opportunities at NISO Plus events
► Seek to find new sources of grants to support standards work
► Explore ways to reduce costs and be more efficient in standards development
► Developing and extending partnerships with other organizations
► Continued focus on value and adoption in the community of NISO work

Artificial Intelligence
In May, NISO hosted two workshops to
explore AI interoperability questions with
publishers.
Several dozen ideas discussed and
prioritized.
The Report is publicly available.
And a Community Survey for people to
provide feedback is also available.
See the June I-O Intro for more information.

Artificial Intelligence
• Usage tracking and auditing to assess impact
• Communicating to technology companies
about structure of scientific information
• Attribution and provenance standards for AI
outputs
• Standardized licensing models/Legal
terminology for AI usage
• Transparency and disclosure frameworks
• Interoperable metadata and access
infrastructure
• Versioning and updating of AI training data
• AI-enhanced accessibility deployment guidance

Other interesting things on the horizon
June 17,
2025
77
• Draft Proposal to consider Identification of Trust Markers for
Increasing Credibility in Scholarly Communication (Trust Markers,
ITEM).
• Draft Proposal to consider standardizing the Archival Resource Keys
(ARKs)
• Asynchronous Training on artificial intelligence applications
• SeamlessAccess and the application of wallet technology for access
control
• Updating and formalizing the Open Publication Distribution System
(OPDS)

To all those who engage in our work
June 17,
2025

Thank you to the NISO Staff!
79

June 17,
2025
Please reach out!
3600 Clipper Mill Road
Suite 302
Baltimore, MD 21211 USA
Tel.: (301) 654-2512
www.niso.org
@NISOinfo
Todd Carpenter
Executive Director
tcarpenter@niso.org
Keondra Bailey
Standards Program Manager
kbailey@niso.org
Mary Beth Barilla
Director of Business Development &
Communications
mbarilla@niso.org
Kimberly Graham
Educational Programs Manager and
DEIA Advocate
kgraham@niso.org
Sara Groveman
Educational and Communications
Coordinator
sgroveman@niso.org
Crisitin Hipke
Standards Program Manager
chipke@niso.org

New to NISO?
Let us help!
Just click the QR Code to tell us
what types of NISO information
you want to receive:
► NISO Announcements/Press Releases
► NISO Information Organized (I/O)
► Educational Programs
► NISO Standards and Working Group
Updates
► NISO Plus
Or Visit: https://confirmsubscription.com/h/j/16B94AB10EFACDB2
June 17,
2025

THANK YOU
Thank you to all of our attendees
for engaging with NISO and the community in our work and for joining us
today!
Please stay in touch!
June 17,
2025

Carpenter "2025 NISO Annual Members Meeting"

More Related Content

Similar to Carpenter "2025 NISO Annual Members Meeting" (20)

More from National Information Standards Organization (NISO) (20)

Recently uploaded (20)

Carpenter "2025 NISO Annual Members Meeting"