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GOKb & KB+:
 An International Partnership to leverage
Open Access and Community Participation
         for the enhancement of
           eContent MetaData




     Forum 11.5.12
                     Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
Introductions
                                             Robert H. McDonald
Follow us on Twitter @kualiole




                                                                                                                 Follow us on Twitter @kualiole
                                     Associate Dean Library Technologies
                                 Director Community Development-Kuali OLE
                                              Indiana University


                                               Michael Winkler
                                      Kuali OLE Sr. Technical Advisor
                                     Director Information Technologies
                                         University of Pennsylvania

                                       Forum 11.5.12
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Kuali OLE Slides and HashTags




        http://slidesha.re/RChYnw
      #GOKb                               #dlfforum
  Forum 11.5.12
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Presentation Outline

 eContent Common Issues
 Shared and Open Community Solutions
 Kuali OLE and GOKb Partnerships
 GOKb Technical Architecture
 GOKb Deliverables


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Kuali OLE Partners




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GOKb Partners




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Growth of Electronic Library Content
     Academic libraries spend over $3 billion/yr on electronic resources
                                                            12,000,000
$7,000,000                                                                       Print book
                                                                                 circulation
$6,000,000                                                  10,000,000

$5,000,000
                                                             8,000,000
$4,000,000

$3,000,000                                                   6,000,000

$2,000,000
                                                             4,000,000
$1,000,000

       $0                                                    2,000,000



                                                                      0
                                                               Full-text journal downloads
                                                               Database use           2010/11     2011/12
                                                               Print book circulations/renewals
                                                               Digital collections requests
                2012/2013    2011/2012                         E-books
                                                               Reserves
                   Forum 11.5.12
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electronic library collections




Forum 11.5.12                                                             8
                                                                          8
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Metadata Supply Chain
   Content providers
      Publishers typically, but also other content
       aggregators.
   Agents
      Subscription agents, knowledge base
       providers, library system vendors
   Data exchange standards
      Editeur (ONIX). KBART.


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Metadata Management

   How do we do it now?




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Community Solution to a Common Problem
 Value proposition for a community source solution
    We’re all managing the same stuff
    Changes take too long to propagate

 General recognition of the problem
    Neither libraries nor vendors of these products are
     happy with the current state


 Cloud potential
    New model is possible, inexpensive from commodity IT
     standpoint and needed
           Forum 11.5.12
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The UK Perspective
   UK Institutions increasingly dissatisfied with quality
    of knowledgebases:
     —Incorrect data
     —Lack of interoperability with other systems
     —Challenges around maintaining data across
       stakeholders
     —Duplication of effort across sector
   Increased interest in shared approached to
    managing KB data


            Forum 11.5.12
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Knowledge Base+
       Centrally Maintained KB+ Focused on UK
    Verifying – Normalising – Updating – Sharing
Publication             Subscription                 Licences                      Shared
Information             Data                         •   Key Values                Knowledge
• Over 12,000 titles
                        • Entitlements               •   Walk-In Users             • Add documents
• Titles
                        • Core/Subscribed            •   Course Packs                notes and
• Package
                        • Notice Periods                                             alerts
• Platform                                           •   ILL
                        • Renewal Dates                                            • Status Updates
• Coverage                                           •   Remote access
                                                     •   Post-                     • Generate
                                                         Cancellation                reports
                                                         access


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Why work with GOKB?
   Do Once and Share
     −   Make KB+ data available to GOKb
     −   Use GOKb data in KB+
   Improve sustainability
     −   Reduce the duplication of effort further
     −   Increase range of data available
     −   Shared software development
     −   Speed pace of development
   Advocacy
     −   Open source
     −   Open data
     −   Improvement of metadata quality
     −   Promote the adoption of standards


                 Forum 11.5.12
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GOKb will be a freely available 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.

     Forum 11.5.12
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Global Open Knowledgebase (GOKb)

 Kuali OLE / JISC collaboration

 Andrew W. Mellon Foundation funded project
  (June 2012-June 2014)

 Open to all, but targeted to integrate with
  Kuali OLE and JISC’s Knowledge Base+



          Forum 11.5.12
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GOKb Key Deliverables

   Open knowledge base using industry standard
    architecture

   User interface and APIs to maintain and use
    GOKb data in OLE and other systems

   Data covered by a CC0 license

   Expose as linked data

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What does the data look like?




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GOKb architecture


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GOKb Key Deliverables

 GOKb will use a rules engine to cleanse and
  normalize ERM data from heterogeneous
  sources
 The rules engine will accept rules from the
  community of functional experts without
  coding!
 Code development has begun
 GOKb will be deployed as a cloud service
         Forum 11.5.12
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GOKb as Central Data Source for Kuali OLE

 Kuali OLE                                                                    Kuali OLE
  Indiana                                                                     NC State
 University




     KB+                                                                      Kuali OLE
King’s College                                                                Univ Penn
   London


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GOKb Data Flow




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GOKb will be OLE’s knowledge base

 A library management system must have an integrated
  knowledge base
 GOKb data services
    (e.g.)
    Get PACKAGE header
     Get PACKAGE with its TITLES

     For a PACKAGE, get selected (not all) TITLES

     Push back TITLE addition/deletion to GOKb

                                                                                     24
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Engaging subject
matter experts


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Engaging Subject Matter Experts (SME)
   Lead SMEs


   OLE SME community
     OLE and GOKb integration
     Top 7 Providers
     Change Management
     Strike Teams ( Metadata / Rules / etc. )

   Broader community

            Forum 11.5.12
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Why this is a hard problem: Part 1
 Data is *very* messy

 Data providers aren’t incentivized to make it
  better (yet)

 Community is engaged but does not want to
  manage data in two (or more) places


         Forum 11.5.12
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Why this is a hard problem: Part 2

   No current system does it well; there is no model


   KFS isn’t designed for library electronic resources

   Entities and relationships are complex


   Workflows can include just about everybody in the
    library


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Library Book LifeCycle


                                  Buy




Preserve
                                                      Circulate

     Forum 11.5.12
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Library E-Content Lifecycle
                                Create
                                bundle

 Archival                                                     License
  access



                                                                Purchase
Evaluate



             Manage                                Manage
             changes                               access


     Forum 11.5.12
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GOKb Teams
 US Based Team             UK Based Team
   ‒ Kristin Antelman-NCSU    ‒ Liam Earney-JISC
   ‒ John Little-Duke           Collections
   ‒ Mike Winkler-Upenn       ‒ Ben Showers-JISC
   ‒ Jim Mouw-UChicago        ‒ Rachel Bruce-JISC
   ‒ Molly Tamarkin-Duke      ‒ Ian Ibbotson-KI
 LEAD SMEs                   ‒ David Kay-Sero
   ‒ Maria Collins-NCSU         Consulting
   ‒ Kristin Wilson-NCSU      ‒ Owen Stephens-Sero
   ‒ John Ockerbloom-UPenn      Consulting
   ‒ Rob Pleshar-UChicago
   ‒ Dan Sweeney-IU

          Forum 11.5.12
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GOKb Provider Strike Team
   US Based Team
     ‒ Jaquire Samples-Duke
     ‒ Beverly Dowdy-Duke
     ‒ Ben Heet-NCSU
     ‒ Kate Hill-NCSU
     ‒ Rebecca Kemp-UMaryland
     ‒ Christine Roysdon-Lehigh
     ‒ Michelle Crump-UF
     ‒ Rob Pleshar-UChicago




            Forum 11.5.12
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Questions?


Forum 11.5.12
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Thank You!
   For more on Kuali OLE
•   Visit our website: http://ole.kuali.org
•   Follow us on twitter: @kualiole
   For more on GOKb
•   Visit our website: http://www.gokb.org
•   Follow us on twitter: @GOKb1




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GOKb & KB+: An International Partnership to leverage Open Access and Community Participation for the improvement of eContent MetaData

  • 1. GOKb & KB+: An International Partnership to leverage Open Access and Community Participation for the enhancement of eContent MetaData Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 2. Introductions Robert H. McDonald Follow us on Twitter @kualiole Follow us on Twitter @kualiole Associate Dean Library Technologies Director Community Development-Kuali OLE Indiana University Michael Winkler Kuali OLE Sr. Technical Advisor Director Information Technologies University of Pennsylvania Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 3. Kuali OLE Slides and HashTags http://slidesha.re/RChYnw #GOKb #dlfforum Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 4. Presentation Outline  eContent Common Issues  Shared and Open Community Solutions  Kuali OLE and GOKb Partnerships  GOKb Technical Architecture  GOKb Deliverables Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 5. Kuali OLE Partners Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 6. GOKb Partners Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 7. Growth of Electronic Library Content  Academic libraries spend over $3 billion/yr on electronic resources 12,000,000 $7,000,000 Print book circulation $6,000,000 10,000,000 $5,000,000 8,000,000 $4,000,000 $3,000,000 6,000,000 $2,000,000 4,000,000 $1,000,000 $0 2,000,000 0 Full-text journal downloads Database use 2010/11 2011/12 Print book circulations/renewals Digital collections requests 2012/2013 2011/2012 E-books Reserves Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 8. electronic library collections Forum 11.5.12 8 8 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 9. Metadata Supply Chain  Content providers  Publishers typically, but also other content aggregators.  Agents  Subscription agents, knowledge base providers, library system vendors  Data exchange standards  Editeur (ONIX). KBART. Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 10. Metadata Management  How do we do it now? Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 11. Community Solution to a Common Problem  Value proposition for a community source solution  We’re all managing the same stuff  Changes take too long to propagate  General recognition of the problem  Neither libraries nor vendors of these products are happy with the current state  Cloud potential  New model is possible, inexpensive from commodity IT standpoint and needed Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 12. The UK Perspective  UK Institutions increasingly dissatisfied with quality of knowledgebases: —Incorrect data —Lack of interoperability with other systems —Challenges around maintaining data across stakeholders —Duplication of effort across sector  Increased interest in shared approached to managing KB data Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 13. Knowledge Base+ Centrally Maintained KB+ Focused on UK Verifying – Normalising – Updating – Sharing Publication Subscription Licences Shared Information Data • Key Values Knowledge • Over 12,000 titles • Entitlements • Walk-In Users • Add documents • Titles • Core/Subscribed • Course Packs notes and • Package • Notice Periods alerts • Platform • ILL • Renewal Dates • Status Updates • Coverage • Remote access • Post- • Generate Cancellation reports access Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 14. Why work with GOKB?  Do Once and Share − Make KB+ data available to GOKb − Use GOKb data in KB+  Improve sustainability − Reduce the duplication of effort further − Increase range of data available − Shared software development − Speed pace of development  Advocacy − Open source − Open data − Improvement of metadata quality − Promote the adoption of standards Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 15. GOKb will be a freely available 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. Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 16. Global Open Knowledgebase (GOKb)  Kuali OLE / JISC collaboration  Andrew W. Mellon Foundation funded project (June 2012-June 2014)  Open to all, but targeted to integrate with Kuali OLE and JISC’s Knowledge Base+ Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 17. GOKb Key Deliverables  Open knowledge base using industry standard architecture  User interface and APIs to maintain and use GOKb data in OLE and other systems  Data covered by a CC0 license  Expose as linked data Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 18. Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 19. What does the data look like? Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 20. GOKb architecture Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 21. GOKb Key Deliverables  GOKb will use a rules engine to cleanse and normalize ERM data from heterogeneous sources  The rules engine will accept rules from the community of functional experts without coding!  Code development has begun  GOKb will be deployed as a cloud service Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 22. GOKb as Central Data Source for Kuali OLE Kuali OLE Kuali OLE Indiana NC State University KB+ Kuali OLE King’s College Univ Penn London Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 23. GOKb Data Flow Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 24. GOKb will be OLE’s knowledge base  A library management system must have an integrated knowledge base  GOKb data services  (e.g.)  Get PACKAGE header Get PACKAGE with its TITLES For a PACKAGE, get selected (not all) TITLES Push back TITLE addition/deletion to GOKb 24 Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 25. Engaging subject matter experts Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 26. Engaging Subject Matter Experts (SME)  Lead SMEs  OLE SME community  OLE and GOKb integration  Top 7 Providers  Change Management  Strike Teams ( Metadata / Rules / etc. )  Broader community Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 27. Why this is a hard problem: Part 1  Data is *very* messy  Data providers aren’t incentivized to make it better (yet)  Community is engaged but does not want to manage data in two (or more) places Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 28. Why this is a hard problem: Part 2  No current system does it well; there is no model  KFS isn’t designed for library electronic resources  Entities and relationships are complex  Workflows can include just about everybody in the library Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 29. Library Book LifeCycle Buy Preserve Circulate Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 30. Library E-Content Lifecycle Create bundle Archival License access Purchase Evaluate Manage Manage changes access Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 31. GOKb Teams  US Based Team  UK Based Team ‒ Kristin Antelman-NCSU ‒ Liam Earney-JISC ‒ John Little-Duke Collections ‒ Mike Winkler-Upenn ‒ Ben Showers-JISC ‒ Jim Mouw-UChicago ‒ Rachel Bruce-JISC ‒ Molly Tamarkin-Duke ‒ Ian Ibbotson-KI  LEAD SMEs ‒ David Kay-Sero ‒ Maria Collins-NCSU Consulting ‒ Kristin Wilson-NCSU ‒ Owen Stephens-Sero ‒ John Ockerbloom-UPenn Consulting ‒ Rob Pleshar-UChicago ‒ Dan Sweeney-IU Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 32. GOKb Provider Strike Team  US Based Team ‒ Jaquire Samples-Duke ‒ Beverly Dowdy-Duke ‒ Ben Heet-NCSU ‒ Kate Hill-NCSU ‒ Rebecca Kemp-UMaryland ‒ Christine Roysdon-Lehigh ‒ Michelle Crump-UF ‒ Rob Pleshar-UChicago Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 33. Questions? Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 34. Thank You!  For more on Kuali OLE • Visit our website: http://ole.kuali.org • Follow us on twitter: @kualiole  For more on GOKb • Visit our website: http://www.gokb.org • Follow us on twitter: @GOKb1 Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum
  • 35. Forum 11.5.12 Tweet us: @mcdonald @winkler4 @kualiole #GOKb #dlfforum

Editor's Notes

  1. We all know how much academic libraries spend on electronic journals and econtent packages – Now we are also starting to see growth in electronic monographs.
  2. JISC supports and leads projects related to information and digital technologies for education and research in the UK.
  3. LicensingWhat are you buying, what are you paying and how can you use itPurchasingCombination of bundles and 1-n individual itemsManaging AccessHow to get to it, what is wrong when you can’tManage ChangesWhat you bought and where you get it from changesEvaluatingMeasure value (quantitative and qualitative measures)