The top reasons to transition to ONIX 3.0

The top reasons to transition to ONIX 3.0

Looking for an easy way to speak to your colleagues and higher-ups and make the case to transition to ONIX 3.0 from 2.1? Trying to make the case for a return on investment? The BookNet staff team contributed their favourite business case reasons to transition, collected below!

3.0 supports regional information about contributors that media, retailers, and libraries crave

It’s no secret that retailers and libraries, not to mention schools and media, want to support local authors and illustrators and tell the stories of their communities.

We’re already leveraging that data in BNC CataList, where the <ContributorPlace> composite helps us display both the residence and the hometown for contributors. This data allows site users to search and filter results to bubble up contributors with regional affiliations. <LocationName> is particularly appreciated to support local authors and is unique to ONIX 3.0.

How the elements of the <ContributorPlace> composite work together, according to EDItEUR’s ONIX for Books: Implementation and Best Practice Guide:

Although the ONIX schema allows use of both Country and Region codes together, it is strongly recommended that only one or the other is used in a particular <ContributorPlace> composite. Region codes already include the relevant country designation. A location name cannot be used without also including either a country or region code.

Example: designating a contributor as Canadian & indicating residency

This contributor is a Canadian citizen who currently lives in Newfoundland & Labrador, specifically in Stephenville.

Using Reference names

Using Short tags

Using Reference names

Using Short tags

<ContributorPlace>
    <ContributorPlaceRelator>08</ContributorPlaceRelator>
    <CountryCode>CA</CountryCode></ContributorPlace>
<ContributorPlace>
    <ContributorPlaceRelator>04</ContributorPlaceRelator>
    <RegionCode>CA-NL</RegionCode>
    <LocationName>Stephenville</LocationName>
</ContributorPlace>

<contributorplace>
    <x418>08</x418>
    <b251>CA</b251>
</contributorplace>
<contributorplace>
    <x418>04</x418>
    <b398>CA-NL</b398>
    <j349>Stephenville</j349>
</contributorplace>

Where it gets exciting is that <ContributorPlace> is repeatable, which means you can identify multiple geographical locations, and that <LocationName> is added in 3.0, which is a text field that allows data suppliers to indicate specific cities, neighbourhoods, etc. While <ContributorPlace> in 2.1 supported country and region codes, <LocationName> offers the ability to narrow down and provide even more detailed information. Moreover, <ContributorPlaceRelator>'s codelist is expanded for 3.0:

Value

Description

Notes

Value

Description

Notes

01

Born in

 

02

Died in

 

03

Formerly resided in

 

04

Currently resides in

 

05

Educated in

 

06

Worked in

 

07

Flourished in

(‘Floruit’)

08

Citizen of

Or nationality. For use with country codes only

09

Registered in

The place of legal registration of an organisation

10

Operating from

The place an organisation or part of an organisation is based or operates from

00

Associated with

To express unknown relationship types (for use when expressing legacy ONIX 2.1 data in ONIX 3.0)

You will note that codes 09, 10, and 00 are exclusive to 3.0 as 2.1’s code list for Contributor place relator is frozen at issue 36, while the current codelist for 3.0 is issue 50.

Wondering why we’re especially interested in promoting Canadian authorship? Read BookNet Canada’s President & CEO Noah Genner’s blog post “Canadian authors: The whys and hows of identifying them in your data.”


3.0 presents information about series & sets better than ever before

ONIX 3.0 completely re-works Product title and Collection unlocking the ability to communicate information about your sets and series better than you ever have! The transition from 2.1 overhauls the concepts of “series” and “sets,” replacing both with the superior term “collection.” The best place to start? Review EDItEUR’s comprehensive reference document available here, but we’ll summarize some of the key points.

As defined in EDItEUR’s ONIX Glossary of Terms:

ONIX 2.1

ONIX 3.0

ONIX 2.1

ONIX 3.0

Series: Continuing and indefinite sequence of monographic products published separately over a period of time, with a shared identity such as a ‘series title’. The products are usually of similar product form, and share a distinctive branding or design style. A series is not available for purchase as a single product. In ONIX, a series is a type of collection.

Collection: Fixed or indefinite number of products that share some collective identity such as a collective title. Members of the collection usually also have other attributes in common, such as product form or a branding or design style. A set or a series is a collection, but a collection could also comprise a less formal selection of products.

Set: Finite number of products published simultaneously or over a definite period of time, with a shared identity such as a ‘set title’. The products are usually of similar product form, and share a distinctive branding or design style. The products in the set may be available individually, or the set may be a single product, or both. In ONIX, a set is a type of collection.

When followed, ONIX 3.0 allows for greater clarity without duplication of materials in a way that allows for improved use by retailers and data recipients. BookNet Canada’s metadata guru Tom Richardson documented major changes to how sets and series are handled in ONIX 3.0 in his 2018 blog post: we recommend reading it to better inform your transition as it flags the relatively small changes from ONIX 2.1 that 3.0, including enhancements to the <ProductPart> composite that is widely supported by retailers.

Finally, something big that will satisfy purveyors of branded products: support for brand names is now covered off in the handling of series and sets through the <Collection> composite. This means you can clean up all those subtitles and put those brand names where they belong: in the <Collection> composite, as a “master brand” represented as code 05 in <TitleElementLevel>.

What’s a “master brand?” Glad you asked!

The title element names a master brand where the use of the brand spans multiple collections and product forms, and possibly multiple imprints and publishers. Used only for branded media properties carrying, for example, a children’s character brand.

Example: indicating a brand name distinct from a series name

This book is an early reader title branded as Mattel’s Barbie toy collection.

Using Reference names

Using Short tags

Using Reference names

Using Short tags

<Collection>   
    <CollectionType>10</CollectionType>      
    <TitleDetail>          
        <TitleType>01</TitleType>        
        <TitleElement>   
            <TitleElementLevel>05</TitleElementLevel>
            <NoPrefix/>     
            <TitleWithoutPrefix textcase="02">Barbie™​</TitleWithoutPrefix> 
        </TitleElement> 
        <TitleElement>   
            <TitleElementLevel>02</TitleElementLevel>
            <NoPrefix/>     
            <TitleWithoutPrefix textcase="02">Easy Reader with Large Print​</TitleWithoutPrefix>     
        </TitleElement> 
    </TitleDetail>         
</Collection> 



<TitleDetail>  
    <TitleType>01</TitleType>
    <TitleElement>      
        <TitleElementLevel>01</TitleElementLevel>   
        <NoPrefix/>        
        <TitleWithoutPrefix textcase="02">Barbie as a Pilot​</TitleWithoutPrefix>     
    </TitleElement>     
<TitleDetail>

<collection>   
    <x329>10</x329>  
    <titledetail>
        <b202>01</b202>
        <titleelement>   
            <x409>05</x409>
            <x501/>           
            <b031 textcase="02">Barbie™</b031>         
        </titleelement>  
        <titleelement>   
            <x409>02</x409> 
            <x501/>           
            <b031 textcase="02">Easy Reader with Large Print​</b031>
        </titleelement>  
    </titledetail>          
</collection>



<titledetail>   
    <b202>01</b202>  
    <titleelement>
        <x409>01</x409>
        <x501/>  
        <b031 textcase="02">Barbie as a Pilot​</b031>
    </titleelement>     
<titledetail>   

There’s much more to say about collections and the opportunities offered by ONIX 3.0: watch this space for a post by Tom Richardson on this very topic! Sign up to BookNet Canada’s eNews or add the Blog’s RSS to be notified.


Supplying information about markets and suppliers has never been simpler

One of the most significant changes between ONIX 2.1 and 3.0 is the revision of the product supply chain information, which is communicated in Block 6 in 3.0. We won’t summarize all the changes as EDItEUR has a comprehensive reference document available here that is essential reading. There are some key takeaways that can help you exploit this block.

The concept of “market”

ONIX 3.0 introduces the concept of a ‘market’ and the particular supplier operating in it. Because a product can be sold in more than one market and the distinct supply chains in each, it’s necessary to specify availability and suppliers for each unique supply chain.

Block 6 publication dates' supremacy

ONIX 2.1 users will be familiar with the many publication dates that must be included in a product record. Block 6 allows sophisticated date management across multiple markets and, accordingly, suppliers. What’s important to note: Block 6 publication dates have supremacy over any publication dates provided in P.20 and P.21.

The uniqueness of the <Territory> composite

You will note that <Territory> is peppered throughout an ONIX record, popping up in <Market>, <SalesRights>, and <Price>. It defines a distinct geographic area and contains the elements <CountriesIncluded>, <RegionsIncluded>, <CountriesExcluded>, and <RegionsExcluded>. When handled correctly (that is, to say, with consideration and accuracy), there is infinite potential to specify the broad international handling of a book in a single record.

Bringing it all together

The organization of Block 6 can be summarized by the following table of elements from EDItEUR’s documentation:

Element / Composite

Optional or mandatory?

Repeatability

Notes

Element / Composite

Optional or mandatory?

Repeatability

Notes

<ProductSupply>

Optional

Repeatable

All ONIX records should contain at least one Product Supply composite.

    <Market>

Optional

Repeatable

Each Product Supply composite should include the extent of its market

        <Territory>

Mandatory

Non-repeatable

Every Market composite must specify a geographical area

        <SalesRestriction>

Optional

Repeatable

Any sales restrictions that apply within that territory should be included

    </Market>

 

 

 

    <MarketPublishingDetail>

Optional

Non-repeatable

Strongly recommended for all Product Supply composites

        <PublisherRepresentative>

Optional

Repeatable

Sales representation support is recommended

        <ProductContact>

Optional

Repeatable

Product contact support is recommended

        <MarketPublishingStatus>

Mandatory

Non-repeatable

Every Market Publishing Detail must contain a Publishing Status

        <MarketDate>

Optional

Repeatable

Market Publication Date is strongly recommended

    </MarketPublishingDetail>

 

 

 

    <SupplyDetail>

Mandatory

Repeatable

There must be at least one Supply Detail composite within every Product Supply composite

        <Supplier>

Mandatory

Non-repeatable

Every Supply Detail composite must include a Supplier composite that must include a Supplier Role, business name and should include any applicable identifiers. Contact information and website are recommended

        <ProductAvailability>

Mandatory

Non-repeatable

Every Supply Detail composite must include Product Availability

        <SupplyDate>

Optional

Repeatable

Every Supply Detail should include appropriate dates, in particular by supporting forthcoming books with an embargo date as well as anytime an expected ship date is needed

        <Price>

Optional

Repeatable

Every Supply Detail should contain a price. It can be omitted only if replaced by <UnpricedItemType>

            <PriceType>

Mandatory (don't use default Price Type)

Non-repeatable

All price composites must contain Price Type (and Price Qualifier if needed) to uniquely identify the price amount’s purpose. Additional Price composites can cover each unique statement

            <DiscountCoded>

Optional

Repeatable

All prices should be supported by discount codes

            <PriceAmount>

Optional

Non-repeatable

All price composites should contain a price amount, which cannot be zero. It can be omitted only if replaced by <UnpricedItemType>

            <Tax>

Optional

Repeatable

Tax information should not be sent if the Price Type is coded for “without tax”. Usually needed for European & UK prices

            <CurrencyCode>

Mandatory (don’t use default Currency Code)

Non-repeatable

All price amounts must be assigned a currency code

            <Territory>

Optional

Non-repeatable

All price composites should supply a territory statement to cover where the Price Amount applies to

            <CurrencyZone>

Deprecated

Non-repeatable

Deprecated Do not use.

        </Price>

 

 

 

    </SupplyDetail>

 

 

 

</ProductSupply>

 

 

 

This block is so great, it’s House of Anansi Press' favourite ONIX block:

The efficiency of the <ProductSupply> block is great. It allows for more detailed metadata regarding suppliers, markets, prices, etc., while giving the receiver of the ONIX a clearer view of the information with clearer language.

Want to scope out some of House of Anansi’s best-in-class metadata? Install the BookNet Canada Chrome extension Biblio-o-matic, hover over one of their ISBNs on any website, click “View ONIX record,” and check out some sweet bibliographic excellence.


3.0 offers full support for digital & open access products

ONIX 2.1 started development before the turn of this century, before it was clear that there was consumer demand for digital products. ONIX 3.0 enables implementers grappling with a modern sales environment, one dominated by online sales and discovery, and one that isn’t restricted by geography.

One such enhancement 3.0 provides is detailed pricing options such that one record can support different channels; essential for supporting sales of digital products. You’re reading that correctly: one record can provide detailed price level options for all pricing models and types, including country by country pricing.

There is support for:

  • Promotional pricing, including start/stop dates

  • Options for release timing

  • Multiple tax rates

  • Multiple discounts

  • Subscriptions

  • Licensing

  • Rentals

  • Free and promotional products

Simply put, if you’re selling internationally, digital or print products, ONIX 3.0 covers it all.

Moreover, ONIX 3.0 allows for the inclusion of information that could not be expressed through 2.1, including:

  • DRM and other constraints (including not having it)

  • Enhanced digital products

  • Accessibility

  • Bundles

Interested in learning more about the difference between digital products and how they’re handled in ONIX 3.0 vs. 2.1? Read the FAQ here.


Target your marketing content for specific audiences

Marketing is worthless if not targeted to a specific audience. You or your marketing colleagues may agonize over the precise timing and placement of ads, the distribution of promotional materials, and identifying who will engage with what, when. Metadata is marketing. Just as marketing personnel wants to target specific audiences to promote your books, so should you want to support them in your metadata fields.

ONIX 3.0 offers data providers an opportunity to target marketing messaging and materials through the introduction of the <ContentAudience> element in the <TextContent> composite, a repeatable element that allows a data sender to communicate specific messages to specific audiences, for example, retailers, librarians, teachers, students, etc. Each of these and more can be specified through the selection of a code from list 154.

Let’s take a look at that list:

Value

Description

Notes

00

Unrestricted

Any audience

01

Restricted

Distribution by agreement between the parties to the ONIX exchange (this value is provided to cover applications where ONIX content includes material which is not for general distribution)

02

Booktrade

Distributors, bookstores, publisher’s own staff etc

03

End-customers

 

04

Librarians

 

05

Teachers

 

06

Students

 

07

Press

Press or other media

08

Shopping comparison service

Where a specially formatted description is required for this audience

09

Search engine index

Text not intended for display, but may be used (in addition to any less restricted text) for indexing and search

Additionally, it’s important to note the suggested use for <ContentAudience>:

The <ContentAudience> element must be used to specify that the text in a particular repeat of the <TextContent> composite is intended for a specific audience – typically, most text supplied is unrestricted and suitable for all audiences, but the <ContentAudience> code is particularly important where the text is intended exclusively for trade or press use, or where the text has been tailored for a specific set of potential customers.

The savvy reader’s mind is blown – we know. Imagine the possibilities! When matched with the potential <TextType>s in list 153, the potential for precise, differentiated content to reach the desired audience is almost endless. Let’s take a look at that list:

Value

Description

Notes

Value

Description

Notes

01