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Progress towards a trouble-free knowledge base supply chain

Progress towards a trouble-free knowledge base supply chain. Charlie Rapple KBART co-chair UKSG, March 2009. Problems in the supply chain. Wrong data Publisher gives wrong metadata for title to knowledge base Link resolver uses bad metadata to make link

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Progress towards a trouble-free knowledge base supply chain

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  1. Progress towards a trouble-free knowledge base supply chain Charlie Rapple KBART co-chair UKSG, March 2009

  2. Problems in the supply chain • Wrong data • Publisher gives wrong metadata for title to knowledge base • Link resolver uses bad metadata to make link • Link does not resolve to correct target • Dead end 

  3. That’s not good! Problems in the supply chain • Outdated data • Publisher tells knowledge base it has a particular issue • Link resolver links to an article from it • Issue has been removed • Dead end  • Or, provider doesn’t notify that issue is now live • So no traffic from link resolvers to that issue!

  4. And when the supply chain breaks … • Researchers will go to …

  5. Right. So. What is KBART? • Knowledge Bases And Related Tools • UKSG and NISO collaborative project • To improve navigation of the e-resource supply chain by • Ensuring timely transfer of accurate data to knowledge bases, ERMs etc.

  6. What is KBart’s mission? Guidelines Education Information hub

  7. How are you doing it? • Terminology • Problems • Solutions • Advocacy

  8. Open Access target link resolver federated search gateway Terminology ERM embargo link-to syntax OPAC source contentprovider localisation appropriatecopy aggregator SFX DOI knowledge base metadata OpenURL

  9. age of data date granularity (day, month, season, year) file format format definitions;shoe-horning vol/issue vs date frequency informal structure accuracy format link syntax and granularity unclear responsibilities 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 Problems Knowledge bases

  10. Recommendations • Phase I – encompasses the more fundamental recommendations from original research: • File format • Mandatory and optional fields • Common approaches for presenting data within fields • Handling of packages • Frequency of data update • Collection mechanism

  11. Testing • Volunteer stakeholders • Checking that what we believe will work in theory does actually work (and make a difference) in practice

  12. Benefits • More accurate metadata means reduced effort and cost of data cleaning for libraries and link resolver vendors • Increased, trouble-free access to critical research content means • More traffic to journals – better ROI for libraries, better usage for publishers, maximum reach for authors and editors • Happier customers – lower customer service and PPV costs for libraries, improved reputation and better chance of renewals for publishers

  13. Related activity • OCLC – maintenance agency • fitting KBART’s role around OCLC’s responsibilities • CrossRef – publisher cooperative • metadata collection and distribution services

  14. Going public • Final phase I report • Review by monitoring group and sponsoring committees in April • Revisions based on feedback • Public release in June

  15. Phase II • Change of leadership and likely some team members • Localised holdings transfer? • Greater automation? • Requirements for a centralised solution (how to fund, how to manage etc)? • Non-text materials? • Increased focus on subscription agents' role?

  16. Learn more • NISO webinar, 8th Aprilhttp://www.niso.org/news/events/2009/ • www.uksg.org/kbart • Charlie Rapple (UKSG co-chair) • charlie.rapple@tbicommunications.com • Peter McCracken (NISO co-chair) • peter@serialssolutions.com

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