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Link Resolvers, Knowledgebases and the KBART Working Group
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Link Resolvers, Knowledgebases and the KBART Working Group

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In recent years, link resolver technology has become integral to ensuring successful institutional access to electronic content. The corresponding take-up of OpenURL compliance among content providers …

In recent years, link resolver technology has become integral to ensuring successful institutional access to electronic content. The corresponding take-up of OpenURL compliance among content providers in response has resulted in a global solution to the ‘appropriate copy’ problem. However, this solution is only effective if the knowledge base behind the link resolver is up to date, accurate and comprehensive and is a factor that is often overlooked in establishing OpenURL compliance. This presentation explores the importance of OpenURL and knowledge bases to the information community as a whole and provides an overview and update of the role that the KBART (Knowledge Bases and Related Tools) working group has to play in improving knowledge base metadata.
KBART, a joint initiative between NISO and UKSG, is a working group comprised of stakeholders (libraries, content providers, and knowledgebase vendors) seeking to improve the metadata supply chain to the knowledgebases that OpenURL linker resolvers depend on. The aim of this work is improved quality and consistency of metadata that knowledgebases receive from content providers, ensuring a better experience for library patrons. The first set of recommendations was announced in January of this year. Since then several content providers and knowledgebase vendors have endorsed KBART guidelines. Learn about the experiences of content providers and linking vendors that have taken up KBART Phase 1 recommendations and the working group’s plans for next phase. Discover what libraries can do to improve the metadata exchange between content vendors and the knowledgebases they use.

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  • 1. Sherrard Ewing Provider Relations Analyst Serials Solutions Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries November 5th, 2010 30th Annual Charleston Conference
  • 2. Knowledgebase: Holdings information used by an OpenURL link resolver OpenURL Link resolver matches against knowledgebase to determine availability of electronic full text
  • 3. The supply chain of metadata between content providers (publishers) and knowledgebases
  • 4. If the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver efficacy and librarian’s decision making- process.
  • 5. 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.
  • 6. ◦ Who – Publishers, Aggregators, KB vendors, Libraries ◦ What – a universally acceptable holdings data format to improve the OpenURL Knowledgebase metadata supply chain ◦ Where – throughout the supply chain & at the UKSG info hub http://www.uksg.org/kbart ◦ When – Now  Phase 1 Report – Jan 2010 http://bit.ly/kbartRP  Endorsement Phase – Began June 2010  Phase 2 in Development ◦ Why – Better access for users through accurate holdings data ◦ How can you help?  Librarians  Publishers
  • 7.  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 -- http://www.uksg.org/kbart/members
  • 8.  KnowledgeBases And Related Tools  A NISO recommended practice  A universally acceptable holdings list format  Tab-delimited text files  Delivered via HTTP or FTP  Guidelines for fields and values  A single format for sharing holdings data across the scholarly content supply chain  Hosted by providers  Discoverable on the registry
  • 9.  First publisher KBART adopter ◦ http://librarians.scitation.org/librarians/help_file s.jsp
  • 10. Registry shortcut: http://bit.ly/kbartreg istry
  • 11. www.openurlquality.org/ niso.org/workrooms/piej
  • 12.  Culling, James. “Link Resolvers and the Metadata Supply Chain”  Inconsistent holding list metadata format ◦ Embargo period format  Example relative vs. absolute embargo? ◦ Date/enumeration formats  MM-DD-YYYY? / DD-MM-YYYY?  Inconsistent metadata update procedures  (See next slide)
  • 13. Proactive reconciliation of an ejournal package list ◦ Request title list with detailed holdings info from publisher (repeatedly, naggingly) ◦ Compare with that of your subscription agent and KB vendor ◦ Now that you have 3 (or more) different title lists, translation phase includes dealing with:  Number of titles and titles themselves  ISSN mis-matches  Title changes, mergers, acquisitions, new starts, and losses  Publisher-reuse of ISSNs/title combinations  Reconciling date discrepancies manually (and inconsistent/unlcear formats) ◦ Go live ◦ Lather, rinse, repeat!
  • 14. Similar to the library’s process  Need to contact providers again and again  Invest a lot of time correcting data problems ◦ Investigating end-user queries and complaints  Update procedures vary by provider  If unable to get data from provider, may resort less preferable acquisition methods (web site inspection) ◦ Last resort, not preferred
  • 15. An end to our role as translators ◦ What would you rather spend your time on? ◦ Libraries ◦ KB vendors
  • 16. * 4 collections currently *  Phase 1 Successes ◦ 4 content providers currently supplying KBART P1 metadata ◦ More in the works  Phase 2 Progress
  • 17. 1. Review the requirement: http://www.uksg.org/kbart/ 2. 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: http://bit.ly/kbartregistry
  • 18. ◦ READ and INFORM yourself!  “Link Resolvers and the Serials Supply Chain”  “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
  • 19.  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
  • 20. 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????
  • 21. Sherrard Ewing Provider Relations Analyst Serials Solutions sherrard.ewing@serialssolutions.com Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries chutchen@uwyo.edu Visit the Information Hub: http://www.uksg.org/kbart/hub Questions?