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Julie Zhu Senior Project Coordinator American Institute of Physics Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries March 2.

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Presentation on theme: "Julie Zhu Senior Project Coordinator American Institute of Physics Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries March 2."— Presentation transcript:

1 Julie Zhu Senior Project Coordinator American Institute of Physics Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries March 2 nd 2011 Electronic Resources & Libraries

2 Knowledgebase: Holdings information used by an OpenURL link resolver OpenURL Link resolver matches against knowledgebase to determine availability of electronic full text

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

4 If the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver efficacy and creates a cascade of problems. In order to expect consistent metadata delivery from content providers, the requirements need to be consistent as well.

5 ◦ Who – Publishers, Aggregators, KB vendors, Libraries ◦ What – a universally acceptable holdings data format to improve the OpenURL Knowledgebase metadata supply chain ◦ Where – throughout the supply chain & at the UKSG info hub ◦ When – Now  Phase 1 Report – Jan  Endorsement Phase – Began June 2010  Phase 2 in Development ◦ Why – Better access for users through accurate holdings data

6  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 --

7  KnowledgeBases And Related Tools  A NISO recommended practice  A universally acceptable holdings list format  Tab-delimited text files  Delivered via HTTP or FTP  Guidelines for fields and values  A single format for sharing holdings data across the scholarly content supply chain  Hosted by providers  Discoverable on the registry

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9 Registry shortcut: istry

10  Culling, James. “Link Resolvers and the Metadata Supply Chain”Link Resolvers and the Metadata Supply Chain  Inconsistent holding list metadata format ◦ Embargo period format  Example relative vs. absolute embargo? ◦ Date/enumeration formats  MM-DD-YYYY? / DD-MM-YYYY?  Inconsistent metadata update procedures  (See next slide)

11 Proactive reconciliation of an ejournal package list ◦ Request title list with detailed holdings info from publisher (repeatedly, naggingly) ◦ Compare with that of your subscription agent and KB vendor ◦ Now that you have 3 (or more) different title lists, translation phase includes dealing with:  Number of titles and titles themselves  ISSN mis-matches  Title changes, mergers, acquisitions, new starts, and losses  Publisher-reuse of ISSNs/title combinations  Reconciling date discrepancies manually (and inconsistent/unlcear formats) ◦ Go live ◦ Lather, rinse, repeat!

12 Similar to the library’s process  Need to contact providers again and again  Invest a lot of time correcting data problems ◦ Investigating end-user queries and complaints  Update procedures vary by provider  If unable to get data from provider, may resort less preferable acquisition methods (web site inspection) ◦ Last resort, not preferred

13 KBART: A Publisher / Platform Perspective  American Institute of Physics (AIP) publishes ◦ 12 physics journals ◦ volumes of AIP Conference Proceedings ◦ Physics Today, magazine ◦ AIP Advances, launched March 1, 2011  Scitation hosts ◦ 300+ serial titles from 30 publishers ◦ 500+ ebooks from 4 publishers ◦ 10,000+ volumes of conference proceedings from 8 publishers.

14  Ensure accessibility of digital content via library catalogs and link resolvers  Improve discoverability  Facilitate the shift from print models to online and online-only models  Streamline metadata delivery to library service providers

15  Problems in Metadata ◦ Incomplete, inaccurate, inconsistent metadata ◦ Inconsistent metadata tagging and formatting from different publishers throughout the years ◦ Data stored in multiple systems  Resources Shortages ◦ Staff shortages, competing projects  Workflows and Tools ◦ Lack of flexible metadata schemas, policies and processes, quality controls ◦ Lack of collaborative metadata editing and authoring tools, user-friendly interface components

16  Short-term: manual, semi-automated, automated  Long-term: ◦ invest in and develop better editorial workflow systems ◦ Standardize metadata tagging ◦ Fill in missing data and correct inaccurate data  Collaboration with the library community (libraries, service providers, aggregators, etc.): ◦ join KBART working groups ◦ gain understanding of library needs ◦ provide recommendation and help shape new standards, i.e., ebooks, conference proceedings, etc.

17  First publisher KBART adopter ◦ s.jsp s.jsp

18 Example: Scitation Serial Titles List

19 Example: ASME eBooks List (KBART II in Progress)

20 Example: AIP Conference Proceedings Titles List

21 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), Open Access Phase 3? – Even more content types, automated delivery, institutional metadata????

22 / niso.org/workrooms/piej

23 1. Review the requirement: 2. Format your title lists accordingly. 3. Self check to ensure they conform to the recommended practice 4. Ensure that you have a process in place for regular data updates 5. Register your organization on the KBART registry website:

24  

25 Julie Zhu Senior Project Coordinator American Institute of Physics Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries Visit the Information Hub: Questions?


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