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  • 1. KBART Phase II: Ensuring Access with Accurate Metadata Noah Levin Metadata Manager Springer
  • 2. KBART Working Group Knowledge Bases And Related Tools
  • 3. Metadata Supply Chain Knowledgebase: Holdings information used by an OpenURL link resolver
  • 4. Metadata Supply Chain The supply chain of metadata between content providers (publishers) and knowledgebases
  • 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 The Problem If the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver and all systems reliant upon it (discovery services, OPAC, ILL, etc.)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. 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 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. 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 –
  • 8. KBART Registry  Clearinghouse for KBART metadata  Endorsed publishers, vendors, etc.  Contact information  URL's to KBART metadata 
  • 9. Original Phase I Fields (16)
  • 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. 3 Areas of Emphasis  Freely available content  Ebooks & Conference Proceedings  Consortial Holdings  9 new fields (for a total of 25) & applicable new guidelines
  • 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. 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. 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. 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. 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. 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. 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. 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. 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:
  • 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. 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