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Global Open
Knowledgebase: Harnessing
Emerging Technologies to Support
Electronic Resources Management
Kristin Antelman, NCSU Libraries
Liam Earney, Jisc Collections
March 18, 2014
ER&L
Fragmentation
Integration: costly or impossible
Integration: costly or impossible
The knowledge base supports
delivery
“Discovery happens elsewhere”
The knowledge base supports
delivery
“Discovery happens elsewhere”
The knowledge base supports
management
P and E workflows
Receive first
issue at check in
Give first issue to
unit manager
Pass to staff
member
responsible for
title
Usable record
available from
OCLC?
Overlay record
onto brief record
Complete record
according to
local policies and
procedures
Create original
record according
to local policies
and procedures
Review original
record
Yes
Pass to principle
cataloger for
review
Return to staff
member with any
corrections
No
Finalize record
Print title
acquired
Access point creation (print resource)
Assign Remedy
ticket and first issue
to staff for
cataloging
Append catalog
request to
Remedy ticket
and assign to
unit manager
Complete record
according to
local policies and
procedures
Create
predictions,
check in, and
label first issue
Send first issue
to current
periodicals area
or branch library
Overlay record
onto brief record
Record on
monthly stats
sheet
Notify shelving
manager of new
title (Hunt=DS;
Hill=MM)
Finalize record
Close Remedy
ticket
Notify Collection
Management
A&D staff
A&D unit
manager
A&D
librarian
Key
Reassign
Remedy ticket to
orderer (w/ title
control no. and
call no.)
Receive first
issue at check in
Give first issue to
unit manager
Pass to staff
member
responsible for
title
Usable record
available from
OCLC?
Overlay record
onto brief record
Complete record
according to
local policies and
procedures
Create original
record according
to local policies
and procedures
Review original
record
Create
predictions,
check in, and
label first issue
Send first issue
to current
periodicals area
or branch library
Yes
Pass to principle
cataloger for
review
Return to staff
member with any
corrections
Overlay record
onto brief record
No
Record on
monthly stats
sheet
Notify shelving
manager of new
title (Hunt=DS;
Hill=MM)
Finalize record
Print title
acquired
Close Remedy
ticket
Notify Collection
Management
A&D staff
A&D unit
manager
A&D
librarian
Key
Access point creation (print resource)
Assign Remedy
ticket and first issue
to staff for
cataloging
Append catalog
request to
Remedy ticket
and assign to
unit manager
Reassign
Remedy ticket to
orderer (w/ title
control no. and
call no.)
Register title for
access with
publisher
IP
authentication
available?
Add log in info to
alt logins web
page
Provide publisher
with NCSU IP
ranges if
necessary
IP access
already
established?
Add title to EZ
Proxy config file
No
Yes
Yes
No
Usable
record available
from OCLC?
Create or derive
original record
according to
local policies and
procedures
No
Pass to principle
cataloger for
review
Notify staff
member via
Remedy that
proxy has been
configured
Verify access
Activate title in
Serials Solutions
Online title
acquired
Access point creation (electronic resource)
360MARC
record
available?Yes
Append catalog
request to Remedy
ticket and assign to
unit manager
Assign Remedy
ticket to staff
member
No
Request EZProxy
configuration
P and E workflows
record available
from OCLC?
Overlay brief
record with
OCLC record
Yes
according to
local policies and
procedures
No
Complete record
according to
local policies and
procedures
Verity OPAC
functionality
cataloger for
review
Review original
or derived record
Return to staff
member
Acq follow up
required?
No
Complete follow
up
Overlay record
onto brief record
Finalize record
Close Remedy
ticket
Notify Collection
Management
resource is
available
A&D
librarian
Key
Verity journal list
functionality
Unit
Specialist
Unit Staff
ticket and assign to
unit manager
member
Reassign Remedy
ticket to orderer
with follow-up
instructions
Yes
Register title for
access with
publisher
IP
authentication
available?
Add log in info to
alt logins web
page
Provide publisher
with NCSU IP
ranges if
necessary
IP access
already
established?
Add title to EZ
Proxy config file
No
Yes
Yes
No
Usable
record available
from OCLC?
Overlay brief
record with
OCLC record
Yes
Create or derive
original record
according to
local policies and
procedures
No
Complete record
according to
local policies and
procedures
Verity OPAC
functionality
Pass to principle
cataloger for
review
Review original
or derived record
Return to staff
member
Notify staff
member via
Remedy that
proxy has been
configured
Verify access
Acq follow up
required?
No
Complete follow
up
Overlay record
onto brief record
Activate title in
Serials Solutions
Finalize record
Close Remedy
ticket
Online title
acquired
Notify Collection
Management
resource is
available
A&D
librarian
Key
Access point creation (electronic resource)
360MARC
record
available?Yes
Verity journal list
functionality
Unit
Specialist
Unit Staff
Append catalog
request to Remedy
ticket and assign to
unit manager
Assign Remedy
ticket to staff
member
No
Reassign Remedy
ticket to orderer
with follow-up
instructions
Yes
Request EZProxy
configuration
Receive first
issue at check in
Give first issue to
unit manager
Pass to staff
member
responsible for
title
Usable record
available from
OCLC?
Overlay record
onto brief record
Complete record
according to
local policies and
procedures
Create original
record according
to local policies
and procedures
Review original
record
Create
predictions,
check in, and
label first issue
Send first issue
to current
periodicals area
or branch library
Yes
Pass to principle
cataloger for
review
Return to staff
member with any
corrections
Overlay record
onto brief record
No
Record on
monthly stats
sheet
Notify shelving
manager of new
title (Hunt=DS;
Hill=MM)
Finalize record
Print title
acquired
Close Remedy
ticket
Notify Collection
Management
A&D staff
A&D unit
manager
A&D
librarian
Key
Access point creation (print resource)
Assign Remedy
ticket and first issue
to staff for
cataloging
Append catalog
request to
Remedy ticket
and assign to
unit manager
Reassign
Remedy ticket to
orderer (w/ title
control no. and
call no.)
P E
Global Open Knowledgebase
(GOKb)
GOKb is a freely available community-managed data
repository that will contain key publication information
about electronic resources as it is represented
within the supply chain from content publishers to
suppliers to libraries.
GOKb partners
Collaboration with Jisc
Jisc agreements
Manage licenses
Load entitlements
Link to usage data
Alerts
KB+: A shared service for UK libraries
GOKb timeline
2012$ 2013$ 2014$ 2015$2011$ 2016$
GOKb%and%KB+%
collaborate%on%data%
model$
GOKb%1.x:%
Proof%of%Concept%
Release%
Funded%by%Mellon%
Founda@on%&%Kuali%
OLE%Partnership%
GOKb%3.x%
Public%
Release%
Community%development%
New%partners%
Enhanced%func@onaity$GOKb%2.x:%
Partner%Release%
GOKb in the ecosystem
International interest in GOKb
OpenRefine with GOKb extension
OpenRefine with GOKb extension
OpenRefine with GOKb extension
OpenRefine with GOKb extension
OpenRefine with GOKb extension
Demo GOKb
GOKb futures: e-books
E-book packages and
providers
Chapters
OA ebooks
Change
GOKb futures: linked data
TIPPs
Organizational Name
Authority
IDs
GOKb futures: linked data
TIPPs
Organizational Name
Authority
IDs
GOKb futures: linked data
TIPPs
Organizational Name
Authority
IDs
GOKb futures: building
connections
Preservation
entitlements
Usage
Change management
OA (DOAJ, DOAB)
GOKb futures: building community
GOKb futures: building community
GOKb &
KB+
editors
GOKb futures: building community
GOKb &
KB+
editors
OLE partners
GOKb futures: building community
GOKb &
KB+
editors
OLE partners
GOKb partners
GOKb futures: building community
GOKb &
KB+
editors
OLE partners
GOKb partners
Community
GOKb futures: building community
GOKb &
KB+
editors
OLE partners
GOKb partners
Community
vendors
publishers
standards bodies
related projects
GOKb futures: improving practice
KB
A
KB
B
KB
C
provider
A
provider
B
provider
C
provider
D
provider
E
lib
1
lib
2
lib
3
lib
4
lib
5
lib
6
The KB as infrastructure?
The KB as infrastructure?
GOKb
provider
A
provider
B
provider
C
provider
D
provider
E
KB
A
KB
B
KB
C
lib
4
lib
5
lib
6
lib
4
lib
5
lib
6
Global Open Knowledgebaes: Harnassing Emerging Technologies to Support Electronic Resources Management (ER&L 2014)

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Global Open Knowledgebaes: Harnassing Emerging Technologies to Support Electronic Resources Management (ER&L 2014)

  • 1. Global Open Knowledgebase: Harnessing Emerging Technologies to Support Electronic Resources Management Kristin Antelman, NCSU Libraries Liam Earney, Jisc Collections March 18, 2014 ER&L
  • 5. The knowledge base supports delivery “Discovery happens elsewhere”
  • 6. The knowledge base supports delivery “Discovery happens elsewhere”
  • 7. The knowledge base supports management
  • 8. P and E workflows Receive first issue at check in Give first issue to unit manager Pass to staff member responsible for title Usable record available from OCLC? Overlay record onto brief record Complete record according to local policies and procedures Create original record according to local policies and procedures Review original record Yes Pass to principle cataloger for review Return to staff member with any corrections No Finalize record Print title acquired Access point creation (print resource) Assign Remedy ticket and first issue to staff for cataloging Append catalog request to Remedy ticket and assign to unit manager
  • 9. Complete record according to local policies and procedures Create predictions, check in, and label first issue Send first issue to current periodicals area or branch library Overlay record onto brief record Record on monthly stats sheet Notify shelving manager of new title (Hunt=DS; Hill=MM) Finalize record Close Remedy ticket Notify Collection Management A&D staff A&D unit manager A&D librarian Key Reassign Remedy ticket to orderer (w/ title control no. and call no.)
  • 10. Receive first issue at check in Give first issue to unit manager Pass to staff member responsible for title Usable record available from OCLC? Overlay record onto brief record Complete record according to local policies and procedures Create original record according to local policies and procedures Review original record Create predictions, check in, and label first issue Send first issue to current periodicals area or branch library Yes Pass to principle cataloger for review Return to staff member with any corrections Overlay record onto brief record No Record on monthly stats sheet Notify shelving manager of new title (Hunt=DS; Hill=MM) Finalize record Print title acquired Close Remedy ticket Notify Collection Management A&D staff A&D unit manager A&D librarian Key Access point creation (print resource) Assign Remedy ticket and first issue to staff for cataloging Append catalog request to Remedy ticket and assign to unit manager Reassign Remedy ticket to orderer (w/ title control no. and call no.)
  • 11. Register title for access with publisher IP authentication available? Add log in info to alt logins web page Provide publisher with NCSU IP ranges if necessary IP access already established? Add title to EZ Proxy config file No Yes Yes No Usable record available from OCLC? Create or derive original record according to local policies and procedures No Pass to principle cataloger for review Notify staff member via Remedy that proxy has been configured Verify access Activate title in Serials Solutions Online title acquired Access point creation (electronic resource) 360MARC record available?Yes Append catalog request to Remedy ticket and assign to unit manager Assign Remedy ticket to staff member No Request EZProxy configuration P and E workflows
  • 12. record available from OCLC? Overlay brief record with OCLC record Yes according to local policies and procedures No Complete record according to local policies and procedures Verity OPAC functionality cataloger for review Review original or derived record Return to staff member Acq follow up required? No Complete follow up Overlay record onto brief record Finalize record Close Remedy ticket Notify Collection Management resource is available A&D librarian Key Verity journal list functionality Unit Specialist Unit Staff ticket and assign to unit manager member Reassign Remedy ticket to orderer with follow-up instructions Yes
  • 13. Register title for access with publisher IP authentication available? Add log in info to alt logins web page Provide publisher with NCSU IP ranges if necessary IP access already established? Add title to EZ Proxy config file No Yes Yes No Usable record available from OCLC? Overlay brief record with OCLC record Yes Create or derive original record according to local policies and procedures No Complete record according to local policies and procedures Verity OPAC functionality Pass to principle cataloger for review Review original or derived record Return to staff member Notify staff member via Remedy that proxy has been configured Verify access Acq follow up required? No Complete follow up Overlay record onto brief record Activate title in Serials Solutions Finalize record Close Remedy ticket Online title acquired Notify Collection Management resource is available A&D librarian Key Access point creation (electronic resource) 360MARC record available?Yes Verity journal list functionality Unit Specialist Unit Staff Append catalog request to Remedy ticket and assign to unit manager Assign Remedy ticket to staff member No Reassign Remedy ticket to orderer with follow-up instructions Yes Request EZProxy configuration Receive first issue at check in Give first issue to unit manager Pass to staff member responsible for title Usable record available from OCLC? Overlay record onto brief record Complete record according to local policies and procedures Create original record according to local policies and procedures Review original record Create predictions, check in, and label first issue Send first issue to current periodicals area or branch library Yes Pass to principle cataloger for review Return to staff member with any corrections Overlay record onto brief record No Record on monthly stats sheet Notify shelving manager of new title (Hunt=DS; Hill=MM) Finalize record Print title acquired Close Remedy ticket Notify Collection Management A&D staff A&D unit manager A&D librarian Key Access point creation (print resource) Assign Remedy ticket and first issue to staff for cataloging Append catalog request to Remedy ticket and assign to unit manager Reassign Remedy ticket to orderer (w/ title control no. and call no.) P E
  • 14. Global Open Knowledgebase (GOKb) GOKb is a freely available community-managed data repository that will contain key publication information about electronic resources as it is represented within the supply chain from content publishers to suppliers to libraries.
  • 16. Collaboration with Jisc Jisc agreements Manage licenses Load entitlements Link to usage data Alerts KB+: A shared service for UK libraries
  • 17. GOKb timeline 2012$ 2013$ 2014$ 2015$2011$ 2016$ GOKb%and%KB+% collaborate%on%data% model$ GOKb%1.x:% Proof%of%Concept% Release% Funded%by%Mellon% Founda@on%&%Kuali% OLE%Partnership% GOKb%3.x% Public% Release% Community%development% New%partners% Enhanced%func@onaity$GOKb%2.x:% Partner%Release%
  • 18. GOKb in the ecosystem
  • 20. OpenRefine with GOKb extension
  • 21. OpenRefine with GOKb extension
  • 22. OpenRefine with GOKb extension
  • 23. OpenRefine with GOKb extension
  • 24. OpenRefine with GOKb extension
  • 26. GOKb futures: e-books E-book packages and providers Chapters OA ebooks Change
  • 27. GOKb futures: linked data TIPPs Organizational Name Authority IDs
  • 28. GOKb futures: linked data TIPPs Organizational Name Authority IDs
  • 29. GOKb futures: linked data TIPPs Organizational Name Authority IDs
  • 32. GOKb futures: building community GOKb & KB+ editors
  • 33. GOKb futures: building community GOKb & KB+ editors OLE partners
  • 34. GOKb futures: building community GOKb & KB+ editors OLE partners GOKb partners
  • 35. GOKb futures: building community GOKb & KB+ editors OLE partners GOKb partners Community
  • 36. GOKb futures: building community GOKb & KB+ editors OLE partners GOKb partners Community vendors publishers standards bodies related projects
  • 39. The KB as infrastructure? GOKb provider A provider B provider C provider D provider E KB A KB B KB C lib 4 lib 5 lib 6 lib 4 lib 5 lib 6