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Progress towards a trouble-free knowledge base supply chain Charlie Rapple KBART co-chair UKSG, March 2009.

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Presentation on theme: "Progress towards a trouble-free knowledge base supply chain Charlie Rapple KBART co-chair UKSG, March 2009."— Presentation transcript:

1 Progress towards a trouble-free knowledge base supply chain Charlie Rapple KBART co-chair UKSG, March 2009

2 Problems in the supply chain  Wrong data –Publisher gives wrong metadata for title to knowledge base –Link resolver uses bad metadata to make link –Link does not resolve to correct target –Dead end 

3  Outdated data –Publisher tells knowledge base it has a particular issue –Link resolver links to an article from it –Issue has been removed –Dead end  –Or, provider doesn’t notify that issue is now live –So no traffic from link resolvers to that issue! Problems in the supply chain That’s not good!

4 And when the supply chain breaks …  Researchers will go to …

5  Knowledge Bases And Related Tools  UKSG and NISO collaborative project  To improve navigation of the e-resource supply chain by  Ensuring timely transfer of accurate data to knowledge bases, ERMs etc. Right. So. What is KBART?

6 Guidelines Education Information hub What is KBart’s mission?

7 How are you doing it? Terminology Problems ✐ Solutions  Advocacy

8 Terminology link resolver link-to syntax aggregatorappropriate copy content provider DOI embargo ERM federated search gateway knowledge base localisation metadata OPAC Open Access OpenURL SFX source target

9 Problems Knowledge bases Date coverage Title relations Licensing Data & transfer Supply chain Compliance accuracy format vol/issue vs date date granularity (day, month, season, year) title changes title mapping abbreviations ISSN/ISBN variations re-use of ISSN effect on licensing genericism /granularit y misrepresentation package variations accuracy free content format ownership contacts/feedback mechanisms incentive informal structure unclear responsibilities duplication of effort file format format definitions; shoe-horning age of data accuracy frequency link syntax and granularity

10 Recommendations  Phase I – encompasses the more fundamental recommendations from original research: –File format –Mandatory and optional fields –Common approaches for presenting data within fields –Handling of packages –Frequency of data update –Collection mechanism

11 Testing  Volunteer stakeholders  Checking that what we believe will work in theory does actually work (and make a difference) in practice

12 Benefits  More accurate metadata means reduced effort and cost of data cleaning for libraries and link resolver vendors  Increased, trouble-free access to critical research content means –More traffic to journals – better ROI for libraries, better usage for publishers, maximum reach for authors and editors –Happier customers – lower customer service and PPV costs for libraries, improved reputation and better chance of renewals for publishers

13 Related activity  OCLC – maintenance agency –fitting KBART’s role around OCLC’s responsibilities  CrossRef – publisher cooperative –metadata collection and distribution services

14 Going public  Final phase I report –Review by monitoring group and sponsoring committees in April –Revisions based on feedback –Public release in June

15 Phase II  Change of leadership and likely some team members –Localised holdings transfer? –Greater automation? –Requirements for a centralised solution (how to fund, how to manage etc)? –Non-text materials? –Increased focus on subscription agents' role?

16 Learn more  NISO webinar, 8 th April   Charlie Rapple (UKSG co-chair)  Peter McCracken (NISO co-chair)


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