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Link Resolvers, Knowledgebases and the KBART Working Group

Link Resolvers, Knowledgebases and the KBART Working Group. Christine Stohn SFX Product Manager Ex Libris. January 8th, 2011 ALA Midwinter, San Diego. Agenda. What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?. Agenda.

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Link Resolvers, Knowledgebases and the KBART Working Group

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  1. Link Resolvers,Knowledgebases and the KBART Working Group Christine Stohn SFX Product Manager Ex Libris January 8th, 2011 ALA Midwinter, San Diego

  2. Agenda What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?

  3. Agenda What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?

  4. Definitions OpenURL Link resolvers Supply Chain Publishers (those who supply data) Link resolver vendors (those who process data) Libraries (those who present data) Library patrons (those who use the data) And most importantly The KnowledgeBase Stores holdings data and provides it to the link resolver, the libraries and the users Used by the link resolver to match to incoming request for determining the availability of full text To create links to the full tet

  5. Link source printcollections gateways metadata string article title = … first author = … journal name = … database article citation publisher/providerholdings data publisherwebsite OpenURL query (base URL+ metadata string) Link resolver repository base URL oflink resolver resolver.institution.edu libraryholdings data predictable link link resolver’sknowledge base institution content licence target (cited)article Link target

  6. Metadata Supply Chain

  7. Metadata Supply Chain The most important – and weakest link The supply chain of metadata between content providers (publishers) and knowledgebases

  8. Some of the issues Identifier inconsistencies Title inconsistencies Incorrect date coverage Inconsistent date formatting Inconsistencies in content coverage description Embargo inconsistencies Data format and exchange differences Outdated holdings data

  9. Problem statement If the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver efficacy and librarian’s decision making-process. In order to expect consistent metadata delivery from content providers, the requirements need to be consistent as well.

  10. KB Management (libraries and KB vendors) • Obtaining lists from publishers, deal with different formats and delivery methods • Analyzing, checking, comparing, correcting, rechecking incl. • Number of titles and titles themselves • ISSN mis-matches • Holdings mismatch • Title changes, mergers, acquisitions, new starts, and losses • Publisher-reuse of ISSNs/title combinations • Reconciling date discrepancies manually (and inconsistent/unclear formats) • Investigating end user complaints • Consult web pages, listservs …. if publishers do not provide the information

  11. Agenda What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?

  12. Agenda What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?

  13. The background • UKSG 2007 research report by “Link Resolvers and the Serials Supply Chain” • UKSG and NISO collaborative project • Goals • To improve navigation in the e-resource supply chain • To ensure timely transfer of accurate data to knowledge bases, ERMs etc. • To provide guidelines and serve as an information hub

  14. What is KBART • KnowledgeBases And Related Tools • Provides NISO and UKSG recommended practice • Publishes a universally acceptable holdings list format • A single format for sharing holdings data across the scholarly content supply chain • Provides a registry for organizations adopting the recommendations

  15. Who is involved • Standards organizations • UKSG and NISO • Working group members (stakeholders): • Knowledgebase vendors • ExLibris, OCLC, Serials Solutions, EBSCO • Content Provider (Publisher & Aggregators) • ASP, AIP, Royal Society Publishing • Subscription Agents • Libraries & Consortia • Full list -- http://www.uksg.org/kbart/members

  16. A simple metadata exchange format…

  17. The Registry -- a contact and metadata content clearinghouse Registry shortcut: http://bit.ly/kbartregistry

  18. KBART at one glance • Who is involved: Publishers, Aggregators, KB vendors, Libraries • Goal: A universally acceptable holdings data format to improve the OpenURL Knowledgebase metadata supply chain to provide better access for users through accurate holdings data • Where: throughout the supply chain & at the UKSG info hub http://www.uksg.org/kbart • Timeline • Phase 1 concluded: Report and recommendations published – Jan 2010 http://bit.ly/kbartRP • Phase 2 in progress: Broad adoption, Consortia, more content type coverage(eBooks, conference proceedings)

  19. Agenda What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?

  20. Agenda What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?

  21. Goals, deliverables and status Phase 1: Recommendations Status: concluded Result: http://bit.ly/kbartRP Phase 2: Broad adoption, refinement and additions for further content type Status: In progress Results: 4 publishers providing files in KBART format, others are in the works

  22. Related projects www.openurlquality.org/ niso.org/workrooms/piej

  23. Agenda What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?

  24. Agenda What problem does KBART address? What is KBART and who is behind it? Goals, deliverables and status How can you help?

  25. How can publishers be involved • Review the requirement: http://www.uksg.org/kbart/ • Format your title lists accordingly. • Self check to ensure they conform to the recommended practice • Ensure that you have a process in place for regular data updates • Register your organization on the KBART registry website: http://bit.ly/kbartregistry

  26. How librarians can help • READ and INFORM yourself! • “Link Resolvers and the Serials Supply Chain” • “KBART Phase 1.0 Summary of Recommendations” • Uksg.org/kbart • LEARN about what KBART is and what it does • ENABLE publisher sales staff to make the case to their company and point them to the KBART Registry • FOLLOW UP with continued requests as necessary

  27. How librarians can help • Lobby publishers to adopt the KBART practices • Promote the importance of KBART… • When vendor and publisher reps visit • With your consortial managers • INSIST on ‘knowing’ what you are buying! • Require delivery of a usable holdings list in your licenses before you pay • Initially & annually going forward • When the list is inadequate, point them to KBART • Only your insistence will make it happen

  28. KBART – the future Phase 1 – Universally accepted standardized publisher metadata, regularly distributed AND available on demand Phase 2 – Broad adoption, Consortia, More content type coverage (eBooks, conference proceedings) Phase 3? – Even more content types, automated delivery, institutional metadata????

  29. Visit the Information Hub: http://www.uksg.org/kbart/hub Thank You!For more information: Questions? Christine Stohn SFX Product Manager Ex Libris Group christine.stohn@exlibrisgroup.com

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