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

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

institution repository publisher website print collections gateways article title = … first author = … journal name = … article title = … first author = … journal name = … metadata string OpenURL query (base URL + metadata string) resolver.institution.edu base URL of link resolver link resolver’s knowledge base library holdings data content licence target (cited) article predictable link article citation Link source Link resolver database Link target publisher/provider holdings data

Metadata Supply Chain

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

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 Inconsistencies in content coverage description  Embargo inconsistencies  Data format and exchange differences  Outdated holdings data

If the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver efficacy and librarian’s decision making- process.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

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

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

 UKSG 2007 research report by “Link Resolvers and the Serials Supply Chain”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 Who is involved

Registry shortcut: istry

◦ 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 ◦ Timeline  Phase 1 concluded: Report and recommendations published – Jan  Phase 2 in progress: Broad adoption, Consortia, more content type coverage (eBooks, conference proceedings) KBART at one glance

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

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

Goals, deliverables and status  Phase 1: Recommendations ◦ Status: concluded ◦ Result:  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

/ niso.org/workrooms/piej Related projects

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

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

1. Review the requirement: 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: How can publishers be involved

◦ READ and INFORM yourself!  “Link Resolvers and the Serials Supply Chain”Link Resolvers and the Serials Supply Chain  “KBART Phase 1.0 Summary of Recommendations”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 Stohn SFX Product Manager Ex Libris Group Visit the Information Hub: Questions?