This presentation was provided by Bobbi Patham of Springer Nature, as part of the NISO Standards Update on "KBART (Knowledge Bases and Related Tools)" held during ALA Annual on June 25, 2023.

1. NISO – KBART Update
(Knowledge Bases And Related Tools)
Bobbi Patham, Discovery Services Manager, Springer Nature

2. Agenda
• KBART – It’s Usage
• History
• KBART Automation
• Sample Record
• KBART Phase III Work Items
• Committee Members
• How can you be involved?/Contact
• Resources

3. •KBART: Knowledge Bases And Related Tools
•KBART files: widely accepted industry standard to set out the specific title-level metadata
to be provided to link resolvers, libraries, and other services
•KBART is created by a cross-industry NISO Working Group
Further information:
https://www.niso.org/standards-committees/kbart
Traditional KBART – Sellable packages of eBook and Journal level data from the provider
! Used by the Knowledge Bases for Linking and knowing what the Library has
purchased
• Feeds to the Discovery Layer to allow searching of owned content
! Used by the Libraries to identify what they purchased
! Used by the Content Provider to see what they’re selling.
KBART – It’s Usage

4. KBART History
• 2010 - KBART Phase I published (UKSG/NISO working group, 2007-2014)
• Improve data supplied to knowledge bases and link resolvers to improve OpenURL
linking for journals.
• 2014 - KBART Phase II published (NISO KBART Standing Committee, 2014-)
• Expands KBART to include e-books and conference proceedings, OA content,
metadata for consortia.
• 2019 - KBART Automation published
• NISO Recommended Practice to support individual library holdings of electronic
products and to automate the request and retrieval of KBART reports for title lists
and library holdings.

5. KBART Automation

6. KBART Sample Record

7. KBART Phase III
1. Draft Phase III proposal
2. Seek approval from NISO Information Discovery & Interchange Topic Committee
3. Identify working areas and needed subgroups
4. Identify areas of expertise needed and recruit new members
5. Review/Outline Period
a. Research new recommendations with emphasis on what providers currently send and what
KBs can utilize
b. Subgroups to create outline of new recommendations
6. Complete initial draft
7. Circulation of draft for 30-day comment period
8. Marketing and education
9. Incorporate requests from public comments and complete final draft for publication

8. KBART Phase III Work Items
• Clarify Current Recommendations
! Simplified, but expanded information on the metadata fields needed
! Better examples
! Revised guidance on handling Gap Coverage, Title Changes and History, handling of
Withdrawn/No longer available titles
! Added new “M” code for access_types with mixed Paid/Free content
• Endorsement Process
! Create different levels of endorsement
• Additional Content Types (Working)
! KBART Phase II only allows Monographs and Journals
! Phase III will create support for
• Textual (blogs, transcripts, websites, manuscripts, datasets, etc.)
• Non-textual (audio, video, images, etc.)

9. KBART Phase III Work Items – Contd.
• Global Content (Working)
! KBART Phase III will identify translations of items or and allow representation of
author names or titles in multiple languages.
• File Guide
! Content providers have an extensive catalog of content for sale (by content
type, subject, geographic region, consortium, etc.) This results in a separate
KBART file for each offering.
! The File guide introduced in KBART Phase III creates a document from content
providers that serves as a guide to their files. This will reduce confusion
amongst Libraries and Discovery Services as files are added, removed or
changed.

10. KBART Phase III Work Items – Contd.
• Create new licensing language
• Investigate new format options
! Create a road map for future usage of format options for KBART: for example JSON,
XML.
! These other formats would not replace the current delimited text, but would offer
other options
! This creates flexibility for KBART Automation and API’s
• Article/chapter-level data (Working)
! Create a roadmap for future Article/chapter-level data
! Allows content providers to sell content on Article/Chapter level
! Will allow Hybrid OA listings
• KBART Mission Statement
! Allow for current KBART usage and KBART Automation

11. KBART Validator Tool
• Not KBART Phase III, but coming soon…
• A Validator Tool that you can run on your KBART files
• Easily see where your KBART files are not compliant
! It will point you to the relevant part of the KBART Recommended
Practice when there is an issue
! It gives you a better idea of what work needs to be done for KBART
endorsement

12. KBART Committee Members

13. KBART: How can you be involved?
• Contact us by email: kbart@niso.org
• Join the interest group mailing list:
https://groups.niso.org/lists/kbart_interest/
• Respond to the KBART Phase III draft during the public feedback
period.

14. Resources
• NISO KBART: https://www.niso.org/standards-
committees/kbart
• KBART Phase-III Proposal:
https://groups.niso.org/higherlogic/ws/public/download/22728/KBAR
T%20Phase%203%20Proposal%20Final%20Revised.pdf
• KBART Automation: https://www.niso.org/standards-
committees/kbart/kbart-automation

15. Thank you!
Bobbi.Patham@Springernature.com