Standards For Collection Management ALCTS Webinar – October 9, 2014 Nettie Lagace, Associate Director of Programs, NISO Betty Landesman, Head of Technical Services and Content Management, University of Baltimore

Today’s Agenda KBART PIE-J DDA OAI Hosted by ALCTS, Association for Library Collections and Technical Services

Knowledge Bases and Related Tools Joint NISO/UKSG Working Group Recommended practice (NISO RP-9) to provide guidance for accurate metadata exchange between content providers and knowledge base developers What’s the problem being addressed? UKSG = United Kingdom Serials Group; remember Project Transfer from Day 1 Hosted by ALCTS, Association for Library Collections and Technical Services

OpenURL query (base URL + metadata string) OpenURL basics print collections gateways article citation database repository OpenURL query (base URL + metadata string) publisher/provider holdings data publisher website link resolver/ knowledge base Proper attribution – this slide is taken from a NISO presentation at the NASIG 2014 conference A database contains information about web resources (e.g. what journal holdings are available in JSTOR), how you link to articles in them, what resources a library has licensed/owns Link resolver/knowledgebase know what content the library can access and where This gets users to the “appropriate copy” – content they can use target (cited) article

What Can Go Wrong? Publisher gives wrong metadata for title to knowledgebase Link resolver uses bad metadata to make link Link does not resolve to correct target Data not current Issue has been removed Provider hasn’t notified that issue is live End result – users cannot access content they’re told they have Hosted by ALCTS, Association for Library Collections and Technical Services

Hence, KBart Provides simple metadata exchange format – e.g., publication_title, date_first_issue_online First adopted as NISO Recommended Practice (RP-9) in 2010, with focus on metadata formatting for journal resources Updated in 2014 to include more complex issues in metadata supply – consortia-specific metadata; metadata transfer for open access publications, e-books, and conference proceedings Hosted by ALCTS, Association for Library Collections and Technical Services

More Info? Text of RP-9-2014 available at http://www.niso.org/publications/rp/rp-9-2014/ KBART Endorsement (requirements, list of formal endorsers): http://www.niso.org/workrooms/kbart/endorsement/ KBART Registry (contacts, URLs, instructions): https://sites.google.com/site/kbartregistry/ Interest Group List (get updates, provide feedback): http://www.niso.org/lists/kbart_interest/ Endorsement = agree to format and exchange content availability data according to guidelines Interest Group List – anyone can participate Hosted by ALCTS, Association for Library Collections and Technical Services

Recommended Practices for the Presentation and Identification of E-Journals (RP-16-2013) The problem to be solved: “Citations form the basis for much scholarly research. Connecting researchers with appropriate content is the goal of OpenURL linking and other reference linking systems. Two things are necessary for accurate identification. First, articles must be cited by the title of the journal in which they originally appeared, which may be different from the title the journal currently bears. Second, the correct ISSN must be used in order for link resolution to accurately happen. Until there is a consistent and universally used identification scheme for articles (the penetration of CrossRef and the DOI is far from universal), researchers have no choice but to rely on existing citation elements.” A journal may have undergone title changes during its history but have all the online from volume 1 listed under the current title (with the current title’s ISSN) on the publisher’s web site. Hosted by ALCTS, Association for Library Collections and Technical Services

What is PIE-J About? PIE-J was developed to provide guidance on the presentation of e-journals: title presentation, accurate use of ISSN, citation practices Text of RP-16-2013 is available at http://www.niso.org/publications/rp/rp-16-2013 Handy PIE-J brochure available at http://www.niso.org/apps/group_public/download.php/10366/PIE-J%20Brochure%20electronic.pdf (for online viewing) and http://www.niso.org/apps/group_public/download.php/10367/PIE-J%20Brochure%20print%20version.pdf (print version for tri-folding) Intended to help ensure that e-journal content can be reliably discovered, cited, and accessed over time Hosted by ALCTS, Association for Library Collections and Technical Services

How to Participate Report PIE-J-related access or display problem to the publisher/provider by using this template: http://www.niso.org/apps/group_public/document.php?document_id=12536 Join the PIEJinfo Mailing List for communication about the work of the group, provide feedback, ask questions - http://www.niso.org/lists/piejinfo Mailing List – as with the Kbart Interest Group List, anyone can participate Hosted by ALCTS, Association for Library Collections and Technical Services