1. X X KBART ok ? K ? KNOWLEDGE BASES AND RELATED TOOLS: A NISO/UKSG RECOMMENDED PRACTICE Jason Price, PhD Claremont Colleges/SCELC KBART Working Group Member ALA New Orleans 6/25/2011

2. Vitals Why – Better access through accurate holdings data Who – Publishers, Aggregators, KB vendors, Libraries What – a universally acceptable holdings data format Where – throughout the supply chain & at the UKSG info hub http://www.uksg.org/kbart When – Now Phase 1 Report – Jan 2010 http://bit.ly/kbartRP Endorsement & Expansion Phase 2 -- June 2010 - How can you help?

3. Who is behind KBART? Standards organizations UKSG and NISO The working group members, representing: Knowledge Base vendors ExLibris, Serials Solutions, Ebsco Content aggregators Publishers Subscription Agents Libraries & Consortia Full list -- http://www.uksg.org/kbart/members

4. What is KBART? A NISO recommended practice “A set of practical recommendations for the timely exchange of accurate metadata between content providers and knowledge base developers” a universally acceptable holdings list format Expresses title level coverage by date & volume/issue A single solution for sharing holdings data across the scholarly content supply chain

5. Why KBART? Maintenance of accurate package content coverage data Supports openUrl Link Resolvers Supports ejournal MARC record delivery services Enables automated updating by KB providers Addresses common holding list inadequacies Re-use of ISSNs Embargo period ambiguities Inconsistent date/enumeration formats

6. Where does KBART apply?

7. A simple metadata exchange format…

8. age of data date granularity (day, month, season, year) file format format definitions;shoe-horning vol/issue vs date frequency informal structure accuracy format unclear responsibilities link syntax and granularity incentive accuracy Data & transfer Date coverage ownership duplication of effort title mapping contacts/feedback mechanisms Supply chain Title relations ISSN/ISBN variations abbreviations Licensing Compliance title changes accuracy re-use of ISSN format effect on licensing free content package variations genericism/granularity misrepresentation Representing years of thinking… Knowledge bases

9. The Registry -- a growing contact and metadata content clearinghouse Registry shortcut: http://bit.ly/kbartregistry

10. Publisher Partnerships

11. KBART Registry http://bit.ly/kbartregistry Link Resolver Providers ClarIDY EBSCO Information Services Ex Libris Innovative Interfaces OCLC (reSearcher) Serials Solutions (Swets) (TDNet) Content Providers (CengageLearning / Gale) (EBSCO Publishing) (Ingenta Connect) (LOCKSS) Journal publishers American Geophysical Union American Institute of Physics Annual Reviews BioScientifica Cambridge Journals Online Edinburgh University Press Emerald Group Publishing Limited IEEE Royal Society Publishing (Springer Science and Business Media)

13. What do publishers need to do to adopt the KBART best practices? Review the requirements that are accessible via http://www.uksg.org/kbart/s5/transition. Format ejournal and ebook content availability data to meet the requirements. Self check their datasheet(s) on the KBART website to ensure that they conform to the recommended practice and make any necessary corrections Ensure that they have a process in place for regular data exchange as outlined in section 5.2 of the KBART report. Register their organization on the KBART registry website, providing a link to download the newly KBART formatted dataset(s) http://bit.ly/kbartregistry

14. Our vision…after KBART Phase 1 – Universally accepted standardized publisher metadata, regularly distributed AND available on demand Phase 2 – Broad adoption, More content type coverage Phase 3? – KBART formatted Consortia & Institution level holdings metadata distribution based on what’s actually accessible from a particular IP (this last is more my dream)

15. How Librarians can help Lobby publishers to adopt the KBART practices LEARN about what KBART is and what it does INSIST on ‘knowing’ what you are buying! Require delivery of a usable holdings list before you pay Initially & annually going forward When the list is inadequate, point them to KBART Only your insistence will make it happen ENABLE publisher sales staff to make the case to their company FOLLOW UP with continued requests as necessary