These are the original recommendations from the work sponsored by JISC and SCONUL upon which KB+ is based.There are two that I would like to pick up on in particular.The mediation and validation by a trusted 3rd party and the link to UK licensing initiatives.One of the things that I have been struck by as we have reviewed the information about JISC Collections agreements that is contained within some of the knowledge bases is how confused it seems to be.I recently saw how one of our journal archive agreements was represented in a knowledge base.The best thing was that atleast there was a record for the agreement, however that was where the similarity ended, one fifth of the titles weren’t referenced.In addition there were two other references for this particular journal archive and institutions were indicating that they weren’t signed up to the JISC Collections version of the agreement even though they were.So all of this incorrect information was driving ERMs, link resolvers and discovery tools, and no one had ever thought to approach us for the information – and it even had to be suggested that we might be well placed to provide them with information on the content of the licences we’ve negotiated.On the licensing side, it is worth noting how much difference there can be between a publishers global title list and the lists for nesli2 agreements.We now find ourselves in the position of publishers saying to us would you like us to do the lists in KBART format for the Nesli2 options, something that wasn’t previously available.
I want to pursue the discussion around licensing because this is another area where KB+ can help.Via a colleague in JISC, Amber Thomas, I discovered this representation from Creative Commons of the 3 layers of licensing:Now for my purposes in JISC Collections we have the legal code in the JISC Model licence – the validated legalistic expression of the agreement between a publisher and the community.We have now through our work with in ONIX PL started to create a large number of machine readable expressions of these licence agreements, that we’ll be making available and can be shared with other systems.The area where we have had the most trouble though is that middle layer – the human readable expression of the licence. At the start of this year JISC Collections had it’s licences re-drafted by the campaign for plain english in an attempt to overcome the problems of understanding so many of our members contact us about.Unfortunately, both our legal counsel and a leading legal counsel agreed that no publisher would ever accept it because it didn’t include appropriate legal language – so one is thrown back on developing guidance documents.In a similar vein some of the core licensing issues facing institutions today – such as access for partner institutions – are rarely covered or dealt with in a licence, which simply states that an authorised institution has access to a resource without defining the exact parameters of that institution – something that becomes even more difficult when institutions themselves struggle to define the nature of their relations with partners.I see KB+ providing some assistance here in a variety of respects:1. Presentation of only the salient features of a licence in a human readable form – drawing on the creative commons approach.2. There is an opportunity to aggregate within a licensing module documentation and guidance on the meaning of licence terms.3. Pull together information on publisher policies regarding partnerships in one place in the same way that SHERPA/Romeo has done for archiving policies.
Update on the UK Shared Academic Knowledge Base December 2011
Introduction• Objectives• Deliverables of Phase 1• Governance• Technical development strategy• Supplier engagement• Progress• Licensing• Next steps
ObjectivesProvide an accurate and relevant knowledge baseSupport data sharing between library systemsMinimise the duplication of staff effortImprove return on investment from systemsIncrease productivity through shared activity
Key Deliverables of Phase 1• KB+ platform with user interface to allow academic institutions, suppliers, publishers and others to navigate, manage and manipulate data, supported by access management and permission tools.• Verified, accurate and up-to-date publication information for NESLi2, JISC eCollections, SHEDL and WHEEL agreements in KBART format, suitable for use by link-resolvers• Subscription management information – such as post-cancellation access entitlement information, contact information, access management records.• Licences in machine readable formats for NESLi2, major JISC Collections and major non-JISC Collections agreements• Usage statistics in machine readable format for NESLi2 publishers and other publishers stored within the Journals Usage Statistics Portal.• Alerting services covering renewals, opt outs, service availability and disruption.• Workflow management tools related to the selection, review, renewal and cancellation of publications.
Principles Phase One Deliverables Participants Data JISC Services Standards Title lists Publishers Workflow HoldingsInteroperability Quality KB+ Systems Vendors VerificationShared Activity Alerts Licences Subscription Usage Agents statisticsBusiness Model Registration Agencies Legal Model Academic Institutions
Governance• Project Board – Dr Richard Parsons, University of Dundee (Chair) – Anne Bell, SCONUL and University of Warwick – Rachel Bruce, JISC Executive – Peter Burnhill, EDINA – Lorraine Estelle, JISC Collections – Nicholas Lewis, Chair of Community Advisory Group and University of East Anglia – Ross MacIntyre, MIMAS – Fiona Parsons, SCONUL and University of Wolverhampton – Mark Toole, Chair of Technical Advisory Group and University of Stirling
Technical Advisory Group• Mark Toole, University of Stirling, (Chair)• Chris Awre, University of Hull• Chris Keene, University of Sussex• Paul Needham, Cranfield University• Paul Stainthorpe, University of Lincoln• Dave Pattern, University of Huddersfield• Paul Walk, UKOLN• Amy Warner, Royal Holloway, University of London• Michael Winkler, University of Pennsylvania and OLE
Community Advisory Group• Nick Lewis, University of East Anglia (Chair)• Angela Conyers, Birmingham City University and Evidence Base (JUSP)• Nick Woolley, KCL• Tracey Randall, Bangor University• Sarah Pearson, University of Birmingham/KBART• Kristin Antellman, UNSU and KUALI• Kate Price, University of Surrey• Alison Brock, Open University• Suzanne Enright, University of Westminster
Supplier engagement• Supplier Event – October 2011 • Follow up meetings have been – Ex Libris held, or organised with all of – EBSCO the suppliers and to date all of – Innovative Interfaces them have signalled that they – OCLC would like to be involved – Swets – Capita (Talis) • Issues around conceptualistion – UKSG/KBART of journal agreements – EDItEUR – Ringgold • All 44 NESLi2 publishers – LAC Group approached for KBART – COUNTER compliant title lists – Sirsi Dynix – Serials Solutions
Recommendations• Hosted and Mediated Knowledge Base Plus – Community centric ‘above campus’ knowledge base – Mediation and validation by a trusted third party – Integrated management tools – Linked to UK licensing initiatives – Works in conjunction with existing market offerings Knowledge Base Plus – a shared service for subscription resources. http://sconulerm.jiscinvolve.org/wp/ David Kay and Owen Stephens 2011
Three Layers of Licensing Licence Comparison Tool ?JISC Model Licence http://creativecommons.org/licenses/
Next steps• Employment of technical lead and commencement of development• IPR framework – Commercial confidentiality – Data Protection – Licensing• Business models• Data sources