Christine Stohn SFX Product Manager Ex Libris January 8th, 2011 ALA Midwinter, San Diego.

Christine StohnSFX Product Manager

Ex Libris

January 8th, 2011ALA Midwinter, San Diego

What problem does KBART address?

What is KBART and who is behind it?

Goals, deliverables and status

How can you help?

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

institution

repository

publisherwebsite

printcollections gateways

article title = …first author = …

journal name = …

article title = …first author = …

journal name = …

metadata string

OpenURL query (base URL+ metadata string)

resolver.institution.eduresolver.institution.edubase URL oflink resolver

link resolver’sknowledge base

libraryholdings data

content licence target (cited)article

predictable link

article citation

Link source

Link resolver

database

Link target

publisher/providerholdings data

Metadata Supply Chain

The supply chain of metadata between content providers (publishers) and knowledgebases

Metadata Supply ChainThe most important – and weakest link

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description Embargo inconsistencies Data format and exchange differences Outdated holdings data

If the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver efficacy and librarian’s decision making-process.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.

Problem statement

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

KB Management (libraries and KB vendors)




How can you help?

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

The background

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

What is KBART

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

Who is involved

Registry shortcut:http://bit.ly/kbartregistry

◦ 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)

KBART at one glance




How can you help?

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

www.openurlquality.org/

niso.org/workrooms/piej

Related projects




How can you help?

1. Review the requirement: http://www.uksg.org/kbart/

2. Format your title lists accordingly.3. Self check to ensure they conform to the

recommended practice4. Ensure that you have a process in place for

regular data updates5. Register your organization on the KBART

registry website: http://bit.ly/kbartregistry

How can publishers be involved

◦ 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

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

How librarians can help

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????

KBART – the future

Christine StohnSFX Product Manager

Ex Libris [email protected]

Visit the Information Hub:http://www.uksg.org/kbart/hub

Questions?

Christine Stohn SFX Product Manager Ex Libris January 8th, 2011 ALA Midwinter, San Diego.

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