Overview and current status of the Jisc National Bibliographic Knowldegebase (NBK) project. Originally presented at EPUG-UKI, 16/10/2017

1. EPUG user group, 16/10/2017
The National Bibliographic
Knowledgebase
Bethan Ruddock, Jisc NBK Project Manager
Shirley Cousins, Copac Service Manager

2. What is it?
The National Bibliographic Knowledgebase (NBK) will aggregate
bibliographic data at scale and link with a number of other data
sources to inform library collection management decisions and to
help users more effectively find, access and use print and digital
scholarly resources.

3. Identifiers
Standards
From a library From a publisher From the Web From a repository
Circulation Data Analytics Demand Information
Community
Engagement
Advice &
Guidance
Quality
Assurance
Collection
Management
Data
Accessibility
Version
Tracking &
Linking
Better Digital
Access
More
Effective
Metadata

4. Academic & Specialist
Libraries
Academics, Researchers
& Learners
NBK
Infrastructure
CBS System
Interface
Publishers &
Data Suppliers
Synchronisation

5. NBK is an engagement programme
Decommission LMS Data supply CM
Partnership National Open International
Serials Identifiers Articles Interoperability
Infrastructure Access Usage stats Analytics
Standards
Cataloguing
Discovery
Strategy

6. 20/10/2017
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7. Feb 2017 – Jan 2018 Feb 2018 – Jan 2019 Feb 2019 – Jan 2020
ALPHA BETA LIVE
* Data ingested into test
system (75 datasets)
* Workflows are defined
* Interface created
* Data synchronised
with WorldCat
Feb 2020 – 2023
Business as usual
* Data aggregated at
scale (150 datasets)
* Additional data
sources integrated
* Sustainable business
model defined
* Comprehensive data
available (225 datasets)
* Richly featured
service available
* Supersedes existing
services
* Community
endorsement
* Fully optimised service
delivering value, savings
and efficiencies to the
sector
Timeline

8. What is the NBK data being used for?
» The NBK is a bibliographic database,
which will underpin a suite of enhanced
Jisc library services
» Interfaces will include:
› Resource discovery (beta coming Jan
2018)
› Collections Management (testing will
start 2018)
› Cataloguing/record download (testing
will start 2018)
» We are investigating how the data in the
NBK can link to other Jisc services
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9. Who can contribute?
All UK HE libraries
Including those who don’t currently
contribute to Copac/SUNCAT
Selected specialist/research libraries
Including those that do currently
contribute to Copac/SUNCAT, plus
others by application
Open Access collections
Including HathiTrust, DOAB/OAPEN,
OA articles from Zetoc
OA publishers: NUPs and ALPs
In scope
× Public libraries (some exceptions, eg
British Library)
× FE libraries
× Non-UK libraries (some exceptions, eg
Trinity College Dublin)
Out of scope
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10. Can we contribute?
› Email nbk.copac@jisc.ac.uk
› Complete forms at
https://contribute.copac.ac.uk
› Arrange to send us a full load of your
data
– everything that’s visible on your local
catalogue
– Including serials, ebooks
› Send us your data by sftp
– Requires RSA public key
– Can generate public key and set-up
connection within Alma
› We’re accepting data throughout
2018/2019
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11. Library progress
» British Library
» Oxford
» NationalTrust
» York
» Leicester
» Manchester
» TCD
» Sheffield
» Senate House
» Glasgow
» SOAS
» RoyalAsiatic Society
» WellcomeTrust
» National Portrait Gallery
» LSE
» QMUL
» Bishopsgate
» Northumbria
» Exeter
» IMechE
» Leeds
» Aberdeen
» Royal College of Music
» Bristol
» St Andrews
NBK libraries so far
» QUB
» Cardiff Uni
» Aberystwyth
» RWCMD
» The NationalArchives
Library
» UWTSD
» London Met
» Bangor
» Glyndwr
» Liverpool
» Cardiff Met
» NLW
» Swansea
» Royal Holloway
» Southampton
» Birmingham
» Uni SouthWales
» Sheffield Hallam
» City Uni
» Uni of the Arts, London
» RoyalAcademy of Music
» Society of Friends
» Royal College of Nursing
Upcoming NBK libraries
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12. When can you see your data?
End January 2018: beta resource discovery released
› Will contain data from limited number of libraries (target: 75)
› Functionality/appearance will not be that of the final interface
› Will be open for anyone to use
› We will be asking contributing libraries to look at their data
– And volunteers for some systematic testing
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nbk.copac@jisc.ac.uk

13. Collection management
» We will start to point a test
version of the CCMTools
interface at the new NBK
database winter 2017/2018
» This will be made available
for testing to a selection of
volunteers, over 2018
» The live version of CCMTools
will continue to use the Copac
data until 2019
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14. Cataloguing database
» We are currently investigating the differing
needs of data presentation for resource
discovery and cataloguing
» The OCLC Master Record Model means
that the data in the NBK cataloguing
database is likely to be presented
differently from that in the current RLUK
database
› Cataloguers may be presented with a
consolidated MARC record instead of
individual MARC records
› We are investigating the impact of this
and potential responses
› Testing will happen with volunteers
during 2018
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15. High quality current
library data is critical
to the success of the
NBK

16. Trustworthy
data
Data driven
collection
management
More
effective
discovery
More efficient
resource
description
Increased
interoperability
Better
prospects for
collaboration
Saving time &
money

17. 1. Data re-use and sharing
2. Scope issues and what is feasible
3. Communications and benefits realisation
4. National co-ordination of activity
Questions & issues – October 2017
What is the current state of commentary on the NBK?

18. 1. Data reuse and sharing
• What about the sharing of the data – how is that going to work and are Jisc
going to try and make some money from supplying MARC data to 3rd
parties?
• Will 3rd parties make money by acquiring the data and sharing it?
• Where does the liability lie if someone gets upset about the data being
made available?
What is the current state of commentary on the NBK?

19. 2. Scope issues and what is feasible
• What about serials data? It would be good for the NBK to eliminate the
need for libraries to submit subsets of data to different aggregations. But
isn’t it way too ambitious to try and deal with monograph and journal data?
• What do you mean by usage data?
• How is the NBK going to acquire comprehensive and reliable eBook
metadata?
What is the current state of commentary on the NBK?

20. 3. Communications and Benefits realisation
• “Now we understand what it is, we see the value. Previous communication
was riddled with library jargon (including NBK title itself) and was unhelpful
for a wider audience.’ (IT Directors)
• “You are talking a lot about enabling collection management – but that’s of
very little interest to my organisation – why should we get involved and
support the NBK?” (Teaching focused academic libraries)
What is the current state of commentary on the NBK?

21. • Increased discoverability of, and opportunity to showcase, special collections.
• Increased discoverability of all library resources through Jisc NBK Discovery, WorldCat, and
search engines.
• Reports about data quality allowing libraries to focus their efforts on data improvement where
needed
• Potential to have ‘enhanced’ data pushed back to libraries
• Possibility of aggregated usage data to inform purchasing decisions
• Potential to link with JUSP and KB+ to help manage e-resources
• Allow university presses to contribute their data, widening audience and impact
• Potential for consortial interfaces, without libraries needing to procure & manage a shared
catalogue
• Will include OA material, allowing libraries to more easily see if there is an OA version of a
work before purchasing
Aside from Collection Management …

22. 4. National coordination of activity
• How will the (meta)data in the NBK reflect national and/or regional
retention policies or agreements and how might it then safeguard against
unwitting disposal of last copies?
• What are the next steps now we’ve had the White Rose Libraries report and
the UKRR-M (IPL) report?
What is the current state of commentary on the NBK?

23. Recommendations
Share a version of this report more widely
1. Develop workflow guidance and best practice to help libraries export data to external catalogues
2. External catalogues should indicate the completeness and currency of contributing library holdings
3. Develop guidance to help libraries understand the impact that metadata quality has on matching records
4. Investigate ways to help libraries improve the quality of their metadata in catalogue records
5. Develop advice and guidance for libraries using collection analysis tools
6. Develop advice and guidance for libraries embarking on collaborative collection management initiatives
7. Libraries to contribute to the future development of collection analysis tools
Report available at: http://blog.ccm.copac.jisc.ac.uk/2017/09/20/white-rose-libraries-understanding-
collection-overlap/
Understanding Collections Overlap: Final Report

24. The NBK sustainability challenge
Open Services
Login required
Chargeable Services

25. Who are you?
Individual
Organisation
What are you?
UK
Commercial
HE/FE
Jisc Member
Data Contributor
What Do You Need?
Discovery
Record Download
Bulk Data Access
Collection Management Tools
Analytics Tools
Research Tools
Advice & Guidance
Consultancy & Strategy Support
NBK Participant Framework

26. Open Services
• Data Ingest
• Discovery
• Basic cataloguing tool
• General user support
• NBK blog & info pages
• Jisc x-service dashboard
• Upload Library catalogues
• Find scholarly materials
• Create catalogue records
• Navigate between services
Authorisation
• Contributor dashboard
• Data troubleshooting
• Catalogue record download
• Catalogue record upload
• Collection management tools
• NBK usage data
• Researcher tools
• Check contributor status
• Improve workflow
• Enhance catalogue
• Dynamically update aggregation
• Manage collections
• Check and compare value of
resources
• Exploit bibliographic data
Chargeable Services
• International collection
benchmarking tools
• Bulk data download
• Data clean up & workflow
consultancy
• Collection development
consultancy
• Check collection strength
• Improve discovery tools
• Transform local catalogue quality
• Provide insights for future strategic
decision-making
Function Purpose
NBK Participant Framework
Authentication

27. Contact
»Want to send data? Email nbk.copac@jisc.ac.uk
»Want to know more?
› We’re holding regional roadshows
–Manchester 13/11/17
–Tbc (early 2018) London; Scotland
› https://libraryservices.jiscinvolve.org/wp/
› https://www.jisc.ac.uk/rd/projects/national-
bibliographic-knowledgebase
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