Kbartnasig2010june final


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Kbartnasig2010june final

  1. 1. X<br />X<br />KBART<br />ok ?<br />K ?<br />KNOWLEDGE BASES AND RELATED TOOLS: A NISO/UKSG RECOMMENDED PRACTICE<br />Jason Price, PhD Claremont Colleges/SCELC<br />KBART Working Group Member<br />NASIG June 6 2010<br />Palm Springs, CA<br />
  2. 2. Why you should you back this horse?<br />Jarrett Campbell from Cary, NC, USA<br />
  3. 3. Vitals<br />Who – Publishers, Aggregators, KB vendors, Libraries <br />What – a universally acceptable holdings data format <br />Where – throughout the supply chain & at the UKSG info hub http://www.uksg.org/kbart<br />When – Now<br />Phase 1 Report – Jan 2010 http://bit.ly/kbartRP<br />Endorsement Phase -- June 2010 <br />Why – Better access for users through accurate holdings data <br />How can you help?<br />For librarians<br />For publishers<br />
  4. 4. Who is behind KBART? <br />Standards organizations<br />UKSG and NISO<br />The working group members, representing:<br />Knowledge Base vendors <br />ExLibris, Serials Solutions, Ebsco<br />Content aggregators<br />Publishers<br />Subscription Agents<br />Libraries & Consortia<br />Full list -- http://www.uksg.org/kbart/members<br />
  5. 5. What is KBART? <br />“A set of practical recommendations for the timely exchange of accurate metadata between content providers and knowledge base developers”<br />A universally acceptable holdings list format<br />Expresses title level coverage by date & volume/issue<br />A single solution for sharing holdings data across the scholarly content supply chain<br />A NISO recommended practice<br />
  6. 6. A simple metadata exchange format…<br />
  7. 7. age of data<br />date granularity (day, month, season, year)<br />file format <br />format definitions;shoe-horning<br />vol/issue vs date<br />frequency<br />informal structure<br />accuracy<br />format<br />unclear responsibilities<br />link syntax and granularity<br />incentive<br />accuracy<br />Data & transfer<br />Date coverage<br />ownership<br />duplication of effort<br />title mapping<br />contacts/feedback mechanisms<br />Supply chain<br />Title relations<br />ISSN/ISBN variations<br />abbreviations<br />Licensing<br />Compliance<br />title changes<br />accuracy<br />re-use of ISSN<br />format<br />effect on licensing<br />free content<br />package variations<br />genericism/granularity<br />misrepresentation<br />Representing years of thinking…<br />Knowledge bases<br />
  8. 8. Where does KBART apply? <br />
  9. 9. Where…how it affects users<br />printcollections<br />gateways<br />database<br />article citation (SOURCE)<br />publisher/providerholdings data<br />publisherwebsite<br />query (base URL+ metadata string)<br />repository<br />link resolver/knowledge base<br />target (cited)article<br /> ???<br />What’s in your knowledgebase?<br />
  10. 10. What’s in your knowledgebase… the hard way<br />
  11. 11. Why KBART?<br />Maintenance of accurate package content coverage data<br />Supports openUrl Link Resolvers<br />Supports ejournal MARC record delivery services<br />Enables automated updating by KB providers<br />Addresses common holding list inadequacies<br />Re-use of ISSNs <br />Embargo period ambiguities<br />Inconsistent date/enumeration formats <br />
  12. 12. Desired impact on our work<br /><ul><li>An end to our role as translators
  13. 13. No more badgering publishers to send complete access lists</li></ul>(List of necessary elements is standardized)<br /><ul><li>No more teasing out title changes to make the #’s match</li></ul>(Best practice is to include former titles & ISSNs) <br /><ul><li>No more waiting for the KB data team to translate data </li></ul>(Standardized format leads to automated ingest)<br /><ul><li>No more out-of-date access lists </li></ul>(Regular updates direct from publisher to knowledge base) <br />
  14. 14. How Librarians can help<br />Lobby publishers to adopt the KBART practices<br />LEARN about what KBART is and what it does <br />INSIST on ‘knowing’ what you are buying!<br />Require delivery of a usable holdings list before you pay<br />Initially & annually going forward<br />When the list is inadequate, point them to KBART<br />Only your insistence will make it happen<br />ENABLE publisher sales staff to make the case to their company<br />FOLLOW UP with continued requests as necessary <br />
  15. 15. Applying KBART in practice<br />Two case scenarios – AIP & ABP Journals<br />American Institute of Physics <br />self-initiated, complete, accurate<br />Driving expansion to other formats (conference proceedings)<br /><ul><li>A Big Publisher
  16. 16. Recognizes the problem
  17. 17. Need to establish priority of the change
  18. 18. Needs to get HOSTING SERVICE to program ability to produce
  19. 19. Takes persistence from dozens of customers with a mantra:
  20. 20. We need good data. Make it speak KBART!</li></li></ul><li>AIP -- the ideal scenario<br />First publisher KBART adopter<br />http://librarians.scitation.org/librarians/help_files.jsp<br />
  21. 21. Providing KBART formatted data<br />
  22. 22. What do publishers need to do to adopt the KBART best practices?<br />Review the requirements that are accessible via http://www.uksg.org/kbart/s5/transition.<br />Format ejournal and ebook content availability data to meet the requirements.<br />Self check your datasheet(s) on the KBART website to ensure that they conform to the recommended practice and make any necessary corrections<br />Ensure that you have a process in place for regular data exchange as outlined in section 5.2 of the KBART report.<br />Register your organization on the KBART registry website, providing a link to download the newly KBART formatted dataset(s) http://bit.ly/kbartregistry<br />
  23. 23. The Registry -- a contact and metadata content clearinghouse<br />Registry shortcut:<br />http://bit.ly/kbartregistry<br />
  24. 24. Knowledgebase management before KBART<br />Proactive reconciliation of an ejournal package list<br /><ul><li>General Process – library, consortium or KB vendor
  25. 25. Request updated access list from publisher
  26. 26. Sample publisher list for accuracy
  27. 27. Translate publisher list to match KB list
  28. 28. Number of titles never matches
  29. 29. Perform ISSN match with MS Access
  30. 30. Watch for & integrate title changes, mergers, acquisitions and losses
  31. 31. Watch for publisher-reuse of ISSNs/title combinations
  32. 32. Identify date discrepancies manually (inconsistent formats)
  33. 33. Decide when its ‘good enough’ and go live/distribute new list
  34. 34. Lather, Rinse, Repeat</li></li></ul><li>Our vision…after KBART<br />Phase 1 – Universally accepted standardized publisher metadata, regularly distributed AND available on demand<br />Phase 2 – Broad adoption, More content type coverage<br />Phase 3? – Consortia & Institution level holdings metadata distribution based on what’s actually accessible from a particular IP<br />(this last is more my dream)<br />
  35. 35. Jarrett Campbell from Cary, NC, USA<br />