KBART Phase II: Ensuring
Access with Accurate Metadata
Noah Levin
Metadata Manager
Springer
KBART Working Group
Knowledge
Bases
And
Related
Tools
Metadata Supply Chain
Knowledgebase: Holdings information used by an OpenURL link resolver
Metadata Supply Chain
The supply chain of metadata between content providers (publishers) and knowledgebases
The Problem
If the holdings information in the knowledgebase is
outdated/incorrect, it impacts the OpenURL link resolver a...
KBART Background
Who – Publishers, Aggregators, KB vendors, Libraries
What – Universal holdings metadata format to improve...
Who is behind KBART II

Standards organizations

UKSG and NISO

Working group members (stakeholders):

Knowledgebase v...
KBART Registry
 Clearinghouse for KBART metadata
 Endorsed publishers, vendors, etc.
 Contact information
 URL's to KB...
Original Phase I Fields (16)
Updating the Rec’s
 Spreading the word and outreach
 Working with content providers, vendors, etc.
 Soliciting broad fe...
3 Areas of Emphasis
 Freely available content
 Ebooks & Conference Proceedings
 Consortial Holdings
 9 new fields (for...
Free Content: New Field
 1 new field, 1 modification to existing field
New “access_type” field
Type can be “F,” for fre...
Free Content Issues
 KBART is not endorsing any particular
Open Access model
• For “F” to be used, 100% of title’s conten...
Ebooks & Conference
Proceedings, Part 1
 8 new fields total
 1 new field applies to differentiate formats
New “publicat...
Ebooks & Conference
Proceedings, Part 2
Field Description
publication_type Serial (i.e., journals and conference proceedin...
Ebook & Conference
Proceedings: Issues
 Some existing fields already apply to
monographs and serials (e.g. identifier fie...
Consortial Holdings
 Librarians & consortium managers really wanted
this (and more)!
 Lack of readily available consorti...
Consortial Holdings:
Guidelines
 Will require separate lists under 2
circumstances:
1) Package consists of unique titles
...
Consortial Holdings: File
naming conventions
“[ProviderName]_[Region/Consortium]_[PackageName]
_[YYYY-MM-DD].txt”
 Globa...
How we got to Phase II
Draft of KBART Phase II released Oct, 2013 for public
comment period
Received 45+ comments
Group...
What's next?
6 month transition to Phase II, target of September,
2014!
 Standing committee
 Focus on endorsement, main...
Useful Resources to Google
NISO KBART Workroom
KBART Phase I Final Report
KBART Phase II Final Report (RP-9-2014)
KBAR...
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NISO Update June 2014 KBART Levin

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Transcript of "NISO Update June 2014 KBART Levin"

  1. 1. KBART Phase II: Ensuring Access with Accurate Metadata Noah Levin Metadata Manager Springer
  2. 2. KBART Working Group Knowledge Bases And Related Tools
  3. 3. Metadata Supply Chain Knowledgebase: Holdings information used by an OpenURL link resolver
  4. 4. Metadata Supply Chain The supply chain of metadata between content providers (publishers) and knowledgebases
  5. 5. The Problem If the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver and all systems reliant upon it (discovery services, OPAC, ILL, etc.)
  6. 6. KBART Background Who – Publishers, Aggregators, KB vendors, Libraries What – Universal holdings metadata format to improve the OpenURL Knowledgebase metadata supply chain Where – NISO KBART Workroom http://www.niso.org/workrooms/kbart When – Phase I – Released Jan 2010 Endorsement of Phase I – Began June 2010 Phase II - Released April 7, 2014 *Supercedes KBART Phase I* Why – Better access for users through accurate holdings data
  7. 7. Who is behind KBART II  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, Springer  Subscription Agents  Libraries & Consortia  Full list –http://www.niso.org/workrooms/kbart/phase2roster/
  8. 8. KBART Registry  Clearinghouse for KBART metadata  Endorsed publishers, vendors, etc.  Contact information  URL's to KBART metadata  https://sites.google.com/site/kbartregistry/
  9. 9. Original Phase I Fields (16)
  10. 10. Updating the Rec’s  Spreading the word and outreach  Working with content providers, vendors, etc.  Soliciting broad feedback (all feedback included in Phase II Recommendations)  Focus on 3 new areas
  11. 11. 3 Areas of Emphasis  Freely available content  Ebooks & Conference Proceedings  Consortial Holdings  9 new fields (for a total of 25) & applicable new guidelines
  12. 12. Free Content: New Field  1 new field, 1 modification to existing field New “access_type” field Type can be “F,” for free content, or “P” for paid content (is aligned with OAMI rec’s thus far) Free text describing details may be entered into existing “coverage_notes” field.
  13. 13. Free Content Issues  KBART is not endorsing any particular Open Access model • For “F” to be used, 100% of title’s content must be freely available  Difficulty with hybrid titles (author pays OA, embargoes, rolling access walls, etc.)  Needs to be addressed at the article-level
  14. 14. Ebooks & Conference Proceedings, Part 1  8 new fields total  1 new field applies to differentiate formats New “publication_type” field Type can be “monograph,” “journal,” or “conference proceeding”
  15. 15. Ebooks & Conference Proceedings, Part 2 Field Description publication_type Serial (i.e., journals and conference proceeding series) or monograph (i.e., book, eBook, conference proceeding volume) date_monograph_published_print Date of monograph first published in print date_monograph_published_online Date of monograph first published online monograph_volume Number of volume for monograph (applicable to eBooks and conference proceedings; for proceedings, volume within the conference proceedings series) monograph_edition Edition for book first_editor First editor (for monographs, i.e., ebooks or conference proceedings volumes) parent_publication_title_id Title ID of parent publication (for a conference proceeding volume, its parent_publication_title_id is the title_id of the conference proceedings series) preceding_publication_title_id Title ID of preceding publication title, for journal serials and conference proceeding serials.
  16. 16. Ebook & Conference Proceedings: Issues  Some existing fields already apply to monographs and serials (e.g. identifier fields for ISSN/ISBN)  Some new fields are used for certain formats (e.g. “monograph_edition”)  “preceeding_publication_title_ID” can be problematic
  17. 17. Consortial Holdings  Librarians & consortium managers really wanted this (and more)!  Lack of readily available consortium lists  No new fields for this area specifically, rather, new guidelines
  18. 18. Consortial Holdings: Guidelines  Will require separate lists under 2 circumstances: 1) Package consists of unique titles -or- 2) Package consists of unique coverage dates
  19. 19. Consortial Holdings: File naming conventions “[ProviderName]_[Region/Consortium]_[PackageName] _[YYYY-MM-DD].txt”  Global lists (i.e. universal list) Ex:JSTOR_Global_AllTitles_2013-01-14.txt  Consortium specific lists Ex: Oxford_SCELC_AllTitles_2013-01-09.txt  Region specific lists Ex: Springer_Asia-Pacific_Medicine_2013-01-28.txt
  20. 20. How we got to Phase II Draft of KBART Phase II released Oct, 2013 for public comment period Received 45+ comments Group met and discussed each individually Nettie, Chad, Magaly spend holidays drafting responses and making changes to rec’s ;) D2D Committee approves Phase II, April 7, 2014! NISO KBART RP-9-2014 is at: http://www.niso.org/publications/rp/rp-9-2014/
  21. 21. What's next? 6 month transition to Phase II, target of September, 2014!  Standing committee  Focus on endorsement, maintenance  Work with new content providers
  22. 22. Useful Resources to Google NISO KBART Workroom KBART Phase I Final Report KBART Phase II Final Report (RP-9-2014) KBART Registry Link Resolvers and the Information Supply Chain

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