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

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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).

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 (http://www.uksg.org/kbart/s5/guidelines); 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 http://www.jisc-collections.ac.uk/KnowledgeBasePlus/ Christina Ley Knowledge Base+ (KB+) Data Manager knowledgebaseplus@jisc.ac.uk

Editor's Notes

  • Briefly, KB+ provides institutions with a centrally maintained knowledge base of data relevant to the management of subscribed resources. KB+ is available as part of the Jisc membership core services and has been shaped entirely by user recommendations and feedback. As well as providing national level collection metadata, it is also customisable as each institution has its own instance to record this information to fit their needs.
  • The Knowledgebase includes:
    Complete title and package information including details of entitlements, coverage and licence detail for both JISC Collection agreements and also non-JISC Collection agreements when requested by institutions. Also the team can populate institutional accounts with agreements they subscribe to.
    The data itself is checked, verified and updated on an ongoing basis by the KB+ team.
  • Alongside facilitating the ability to record subscription/licence information, the KB+ team are also metadata providers, all the title lists we produce are made available under a CC0 Licence via a publically accessible page. We also provide an API to support the transfer of publication information data.
  • When creating our lists we follow the NISO KBART guidelines to ensure interoperability throughout the supply chain. This has been embedded within KB+, all recommended fields can be ingested and exported. This wasn’t straightforward and was part of a round of enhancements requests we made with our development team – the ability to export our lists in KBART2 came first in September 2015 and then the ability to upload KBART2 fields around August 2016.
    This includes fields that capture preceding and succeeding title information, currently where we have this information we can load at the package level. To build on this we are investigating how we can integrate this information throughout the system. We would like to show users how titles are linked and also when we load new collections it will be easy to identify when title history is missing and needs to be added to the list as part of the collection.
    We now have the capacity to record ebook information, such as author, publication date, edition etc. we have recently started loading perpetual access Jisc negotiated ebook collections into Knowledge Base+ at the request of our users as a first step. Moving forward we will be looking at adding additional collections and obtaining user feedback to ensure relevance.
  • As part of our work as Data Managers we believe in promoting the standardisation of data. When initially beginning to record titles holdings within package/collection we always request data from publishers in a KBART standard. It is always stipulated in the Jisc Collection model licence that publishers will provide link-resolver vendors and other library systems suppliers with full details of the Licensed Material in the KBART standard.
    Unfortunately, still in many cases publishers are not able to provide data in this format. Many of the title lists arrive in PDF, Word, as an email or if we are lucky in excel. We know there is good data out there – IEEE for example who have dedicated time and effort to producing data of a high quality. However still the majority of the large publishers we are currently working with are not yet compliant with the KBART2 standard or endorsed by NISO.
  • In many cases we receive a multiple lists dependent on which department receives the query – with differing titles and holding information – this results in an in-depth and time-consuming process to clarify the collection, this generally involves finding the anomalies between these lists and clarifying the licenced titles and how much back file access is included.
  • Once we have a confirmed title list we follow a translation phase – this list could be endless so I limit myself to one slide!
    The datamangers workflow again varies from content provider to the next but generally involves lots of formatting, de-duping, checking for inconsistency, anomalies and enriching with previous titles that are part of the collections.
  • KB+ supports exports to third-party library related systems – Ex Libris, EBSCO, Proquest, OCLC, Innovative, etc. are all currently making use of package information and increasingly of licence information provided by KB+.
    Currently we are experiencing an increase in users contacting us to find out why there may be difference in the lists on KB+ and the list within the vendor system.
    Sometimes vendor systems fail to add an identifier to the list so users do not know which one to select.
    And we have cases where there seems to be an issue with import at the vendor system however these are not communicated, resulting in discrepancies.
  • We are a small team dealing with big data in some cases! However
    We have lots of support from our users, any errors within KB+ are reported – we investigate and make changes for all. Reducing the need for people doing the same investigatory work, independently at each institution to ensure data is recorded accurately.
    The development team Knowledge Integration and Sero Consulting, have helped us to create a series of Data Manager Tools that help us with this work. These combine both librarianship and data management skills, we can test data and receive errors based on information already within the system, and so as time goes on KB+ data will only ever get better. However, we always have lots enhancement requests for the development team in order to help us reduce the amount of manual administration we currently do!
  • There is currently much high profile publicity surrounding Big Data and the importance of accurate information. This is increasingly important within the academic environment with the introduction of discovery systems – institutions need to be able to make content available to users, particularly now when there is a focus on usage statistics and providing value for money as spending on eresources/collections increases – if users cannot find this information they won’t be using it!
    Our aim is to facilitate truly transparent information surrounding packages/subscriptions – holdings and rights. We believe this is possible however everyone within the supply chain has a part to play.
    Content providers need to provide KBART files with consistent data that is updated regularly when any changes are made.
    Additional fields in the KBARTII should now be populated to include information about title history and open access content. We try to incorporate this information as much as possible however it is a time-consuming process and essentially should be available via publisher lists.
    Vendors using KB+ data should upload as it is and respect the integrity, identify the lists as originating from KB+ and contact us directly with any data issues so we can resolve collaboratively.
    KBART standards are already having an impact on discoverability – this will improve the Eresources metadata landscape the more the standards are used.
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