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UKSG Conference 2017 Breakout - KBART recommendations: challenges and achievements - Christina Ley

This session will comprise a talk with a panel of speakers
looking at KBART: seven years later (since the publication
of the first set of recommendations up to today). The panel
will discuss the changes on the e-resources metadata
landscape, the benefits of KBART and the challenges of
its implementation. Today poor metadata in the electronic
resources supply chain is still a problem. The panel will
use practical examples to explain how metadata creation,
consumption and usage are marked by the constant
requirement of finding the balance between available
resources (technical and human) and end user discoverability
needs. The KBART Standing Committee sees the
implementation of KBART recommendations as a community
effort from a range of stakeholders (content providers,
knowledge bases, link resolvers and librarians).

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UKSG Conference 2017 Breakout - KBART recommendations: challenges and achievements - Christina Ley

  1. 1. Introducing customer experienceKnowledge Base+ and KBART II Chrissie Ley Knowledge Base+ (KB+) Data Manager
  2. 2. Knowledge Base+ and KBART II What is Knowledge Base+ (KB+)? ‘Knowledge Base+ (KB+) is a service from Jisc Collections that aims to help UK libraries manage their e-resources more efficiently by providing accurate publication, subscription, licence and management information.’
  3. 3. Knowledge Base+ (KB+) and KBART II Knowledge Base+ (KB+) includes: » Comprehensive title and package information for all JISC Collections agreements, including details of issue entitlements/coverage. » Comprehensive title and package information for non-JISC Collections agreements when requested by institutions (including single title purchases and mini packages). » Licence information for JISC Collection agreements and non-JISC Collections. Includes ONIX-PL, documentation and interpretation from the JISC Collections’ Licence Specialist. » Specific institutional entitlements – JISC Collections can pre-populate institutional accounts with details of subscribed agreements.
  4. 4. Knowledge Base+ (KB+) and KBART II Metadata Provision »Knowledge Base+ (KB+) is a metadata provider. »All title lists curated by the data mangers are made available under a CCO licence and can be downloaded via a publicly accessible webpage. »A number of format options available for download including KBART II, XML, CSV and JSON. »Knowledge Base+ (KB+) has an API to support the transfer of publication information data.
  5. 5. Knowledge Base+ (KB+) and KBART II KBART September 2015: The ability to export the additional fields required for the KBART II standard. August 2016: The ability to upload the additional fields into KB+ such as: » Preceding title information » eBook information
  6. 6. Knowledge Base+ (KB+) and KBART II Metadata Challenges (1) » Obtaining KBART standard lists for a package/collection. The JISC Collections’ model licence, Schedule 3 – Industry standards ‘Provide link-resolver vendors and other library systems suppliers quarterly with full details of the Licensed Material in accordance with the most current KBART standard (; and also with related data of (i) the first and final year, volume, and issue and (ii) the algorithm or syntax for constructing an article-level link from an article’s metadata within the Licensed Material.’ Lists can vary dependent on the content provider: PDF, Word, Email, Excel.
  7. 7. Knowledge Base+ (KB+) and KBART II Metadata Challenges (2) »Clarifying content. • Usually results in multiple lists from various departments. • Which titles are included within the terms of the licence? • Which titles have moved in and out of packages? • What years/volumes/issues are accessible as part of the package?
  8. 8. Knowledge Base+ (KB+) and KBART II Metadata Challenges (3) » Translation. • Format to a workable list (this may involve typing the whole list!). • Ensuring there are no duplicates. • Checking for any ISSN mismatches. • Reconciling any date discrepancies manually – sometimes these can be inconsistent within the same document. • Checking for missing title history. Several publishers include content for a publications previous title together with its current title.
  9. 9. Knowledge Base+ (KB+) and KBART II Metadata Challenges (4) »Vendor systems. • Vendors sometimes alter Knowledge Base+ (KB+) package title lists. • Lists that have not been identified as having been curated by Knowledge Base+ (KB+). • Issues with data import.
  10. 10. Knowledge Base+ (KB+) and KBART II Metadata Challenges (5) » Errors. • Feedback from a supportive user group ~ one of the benefits of having a community. • Development of data management tools within Knowledge Base+ (KB+). Designed and implemented in collaboration with Knowledge Integration (K-INT) and Sero Consulting. • Data quality is always improving in KB+ and it will only get better!
  11. 11. Knowledge Base+ (KB+) and KBART II » The Future Facilitating truly transparent information surrounding packages/subscriptions – holdings and rights. • Content providers to be encouraged to provide KBART metadata. • Incorporation of new KBART field for title history to increase discoverability. • Vendors using KB+ data should take advantage of the quality and upload as it is. • KBART standards are already having an impact on discoverability and interoperability and this will improve the more they are adopted.
  12. 12. Knowledge Base+ (KB+) and KBART II Christina Ley Knowledge Base+ (KB+) Data Manager