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Knowledge Base+ Presentation to EPUG UK meeting March 2012


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Presentation on Knowledge Base+ to the Ex Libris User Group for UK and Ireland. Spring 2012

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Knowledge Base+ Presentation to EPUG UK meeting March 2012

  1. 1. The Knowledge Base+ Project Liam Earney
  2. 2. • The story so far…• Issues with ERM• Vision and Objectives• Approach• Deliverables of Phase 1• KB+ at Day 1 and the first year• Sustainability• Conclusions
  3. 3. The story so far…• 2009 December - SCONUL Shared Services study prioritises electronic resource licensing and management in its report to HEFCE• 2010 December - Sixteen universities collaborate with JISC and SCONUL in developing detailed business requirements, published May 2011• 2011 February - HEFCE agree to invest UMF funds to Summer 2012 towards the creation of a shared UK academic knowledge base service• 2011 July - JISC Collections appointed by HEFCE and JISC to take this forward with the community, drawing on SCONUL’s work and its own knowledge and experience• 2011 October – An independent Project Board is established chaired by Richard Parsons of the University of Dundee with subgroups covering Technical and Community aspects• 2012 August – KB+ made available as a beta service
  5. 5. • Data – Accuracy and availability – Contextualisation• Interoperability – Data silos and flows – Implementation of standards• Workflows – “the workflow support problem” (NISO, 2012)• Duplication of effort – Maintaining numerous KBs WITHIN an institution – Maintaining numerous KBs ACROSS institutions
  7. 7. Vision To transform the practice of e- resource management through thecreation of a shared service providinginstitutions and the services they use with timely, accurate, verified and structured ERM information.
  8. 8. 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
  9. 9. APPROACH
  10. 10. Leverage investment • Improve quality of data for allOpenness • Technology • Data • Relationships – UK, international, suppliersStandards and Best Practice • Structured and accurate data • Promote interoperability and exchange of dataPrioritise existing issues • Save time and money from the outsetCohesive activity, tools and services • JISC services • Commercial and non-commercial suppliers • Academic institutions
  12. 12. Principles Phase One Deliverables Participants Data Academic Institutions Standards Title lists JISC Services Workflow HoldingsInteroperability Quality Publishers KB+ Verification SystemsShared Activity Alerts Licences Vendors Usage statistics SubscriptionBusiness Model Agents Registration Legal Model Agencies
  14. 14. What data will be there? Functionality JISC Collections End UserTitle, package, platform andcoverage for the current NESLi2,SHEDL, WHEEL and JISC ● ●eCollections agreements - inexcess of 12,000 titlesWherever possible institutional ● ● ●entitlements to the aboveLicence information covering keyvalues such as authorised user,remote access, ILL, use in course ● ●packs, post-cancellation accessSubscriptions not offered by JISC ● ●Collections
  15. 15. What services will be available? Functionality JISC Collections End UsersAdditions and changes willbe made centrally by JISCCollections in the initial ● ●phase, based oninformation sourced fromthe communityMonthly usage statisticswill be automatically visible ● ●as they are collected byJUSPNew licence informationwill be added as ● ●agreements are madeavailable in elcat
  16. 16. What can a library team do? JISC Functionality End Users CollectionsAdd records of institutional licencesand entitlements through data entry ● ●and/or uploadAccess and compare key licence terms ● ●and related notesEnter and access alerts, notes anddocuments. E.g. status of negotiations,issues and guidance with licences, ● ● ●service availability. Including display ofcurrent alerts.Share intelligence (issues, queries,knowledge and responses) across the ● ●community.Set privacy levels for your data and ● ●documentsProduce reports such as A-Z lists, ● ●licence information, renewal dates etc
  17. 17. What can Suppliers do? Functionality JISC Collections End UsersProvide feeds of newrecords and updates ●by arrangement withJISC CollectionsReceive feeds ofaccuratecontextualised deal ●information onpublications andassociated licences
  18. 18. The First 12 Months…• Improving and the data – Aggregated full text, e-books, Open access – Historical entitlement information – Evidence• Workflow support – Rollover of subscription information – Co-ordination, allocation and tracking of activities – Export of data to suppliers – Refinement of alerts• Embedding, integration and engagement – Improving bulk upload of local institutional data – Engagement with systems vendors and other suppliers• Services to institutions – Helpdesk – Data management?
  19. 19. Sustainability• Impact of JISC transition – KB+ one of many JISC services – Stand alone or part of wider package?• Subscriptions? – Another cost? – Institutions contributing to KB+ already• Fees from suppliers? – KB+ populating knowledge bases• Freely available at launch until September 2013
  21. 21. Is KB+ going to help me?• Driven by UK academic community• UK context• Service not just ‘another’ system• Do once and share• Putting institutions in control of their data
  22. 22. YOU