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Link Resolvers, Knowledgebases and the KBART Working Group

Link Resolvers, Knowledgebases and the KBART Working Group . Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries. Julie Zhu Senior Project Coordinator American Institute of Physics. March 2 nd 2011 Electronic Resources & Libraries. Metadata Supply Chain.

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Link Resolvers, Knowledgebases and the KBART Working Group

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  1. Link Resolvers,Knowledgebases and the KBART Working Group Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries Julie Zhu Senior Project Coordinator American Institute of Physics March 2nd 2011 Electronic Resources & Libraries

  2. Metadata Supply Chain Knowledgebase: Holdings information used by an OpenURL link resolver OpenURL Link resolver matches against knowledgebase to determine availability of electronic full text

  3. Most Important Chain(Weakest Link) The supply chain of metadata between content providers (publishers) and knowledgebases

  4. Problem Statement If the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver efficacy and creates a cascade of problems. In order to expect consistent metadata delivery from content providers, the requirements need to be consistent as well.

  5. Five W’s • Who – Publishers, Aggregators, KB vendors, Libraries • What – a universally acceptable holdings data format to improve the OpenURL Knowledgebase metadata supply chain • 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 Phase – Began June 2010 • Phase 2 in Development • Why – Better access for users through accurate holdings data

  6. Who is behind KBART? • Standards organizations • UKSG and NISO • Working group members (stakeholders): • Knowledgebase vendors • ExLibris, OCLC, Serials Solutions, EBSCO • Content Provider (Publisher & Aggregators) • ASP, AIP, Royal Society Publishing • Subscription Agents • Libraries & Consortia • Full list -- http://www.uksg.org/kbart/members

  7. What is KBART? • KnowledgeBasesAnd Related Tools • A NISO recommended practice • A universally acceptable holdings list format • Tab-delimited text files • Delivered via HTTP or FTP • Guidelines for fields and values • A single format for sharing holdings data across the scholarly content supply chain • Hosted by providers • Discoverable on the registry

  8. A simple metadata exchange format…

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

  10. Why KBART? • Culling, James. “Link Resolvers and the Metadata Supply Chain” • Inconsistent holding list metadata format • Embargo period format • Example relative vs. absolute embargo? • Date/enumeration formats • MM-DD-YYYY? / DD-MM-YYYY? • Inconsistent metadata update procedures • (See next slide)

  11. KB managementbefore KBART (for libraries) Proactive reconciliation of an ejournal package list • Request title list with detailed holdings info from publisher (repeatedly, naggingly) • Compare with that of your subscription agent and KB vendor • Now that you have 3 (or more) different title lists, translation phase includes dealing with: • Number of titles and titles themselves • ISSN mis-matches • Title changes, mergers, acquisitions, new starts, and losses • Publisher-reuse of ISSNs/title combinations • Reconciling date discrepancies manually (and inconsistent/unlcear formats) • Go live • Lather, rinse, repeat!

  12. KB managementbefore KBART (for KB vendors) Similar to the library’s process • Need to contact providers again and again • Invest a lot of time correcting data problems • Investigating end-user queries and complaints • Update procedures vary by provider • If unable to get data from provider, may resort less preferable acquisition methods (web site inspection) • Last resort, not preferred

  13. KBART: A Publisher / Platform Perspective American Institute of Physics (AIP) publishes 12 physics journals 1200+ volumes of AIP Conference Proceedings Physics Today, magazine AIP Advances, launched March 1, 2011 Scitation hosts 300+ serial titles from 30 publishers 500+ ebooks from 4 publishers 10,000+ volumes of conference proceedings from 8 publishers.

  14. Importance and Benefits • Ensure accessibility of digital content via library catalogs and link resolvers • Improve discoverability • Facilitate the shift from print models to online and online-only models • Streamline metadata delivery to library service providers

  15. Challenges • Problems in Metadata • Incomplete, inaccurate, inconsistent metadata • Inconsistent metadata tagging and formatting from different publishers throughout the years • Data stored in multiple systems • Resources Shortages • Staff shortages, competing projects • Workflows and Tools • Lack of flexible metadata schemas, policies and processes, quality controls • Lack of collaborative metadata editing and authoring tools, user-friendly interface components

  16. Strategies and Methods • Short-term: manual, semi-automated, automated • Long-term: • invest in and develop better editorial workflow systems • Standardize metadata tagging • Fill in missing data and correct inaccurate data • Collaboration with the library community (libraries, service providers, aggregators, etc.): • join KBART working groups • gain understanding of library needs • provide recommendation and help shape new standards, i.e., ebooks, conference proceedings, etc.

  17. AIP Hosted KBART Files • First publisher KBART adopter • http://librarians.scitation.org/librarians/help_files.jsp

  18. Example: Scitation Serial Titles List

  19. Example: ASME eBooks List(KBART II in Progress)

  20. Example: AIP Conference Proceedings Titles List

  21. The Future of KBART Phase 1 – Universally accepted standardized publisher metadata, regularly distributed AND available on demand Phase 2 – Broad adoption, Consortia, More content type coverage (eBooks, conference proceedings), Open Access Phase 3? – Even more content types, automated delivery, institutional metadata????

  22. Related Projects www.openurlquality.org/ niso.org/workrooms/piej

  23. How can publishersbe involved? • Review the requirement: http://www.uksg.org/kbart/ • Format your title lists accordingly. • Self check to ensure they conform to the recommended practice • Ensure that you have a process in place for regular data updates • Register your organization on the KBART registry website: http://bit.ly/kbartregistry

  24. Need more details? • http://www.uksg.org/kbart/hub • http://twitter.com/nisokbart

  25. Visit the Information Hub: http://www.uksg.org/kbart/hub Thank You!For more information: Questions? Julie Zhu Senior Project Coordinator American Institute of Physics jzhu@aip.org Chad Hutchens Electronic Resources Librarian University of Wyoming Libraries chutchen@uwyo.edu

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