link resolvers, knowledgebases and the kbart working group
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Link Resolvers,Knowledgebases and the
KBART Working Group Julie Zhu
Senior Project Coordinator
American Institute of Physics
Chad HutchensElectronic Resources
LibrarianUniversity of Wyoming
Libraries
March 2nd 2011Electronic Resources & Libraries
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
Most Important Chain(Weakest Link)
The supply chain of metadata between content providers (publishers) and knowledgebases
Problem StatementIf the holdings information in the knowledgebase is outdated/incorrect, it impacts the OpenURL link resolver efficacy and creates a cascade of problems.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.
◦ 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
Five W’s
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
Who is behind KBART?
KnowledgeBases And 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
What is KBART?
A simple metadata exchange format…
The Registry -- a contact and metadata content clearinghouse
Registry shortcut:http://bit.ly/kbartregistry
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)
Why KBART?
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!
KB managementbefore KBART (for libraries)
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
KB managementbefore KBART (for KB vendors)
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.
Importance and BenefitsEnsure accessibility of digital content via library catalogs and link resolversImprove discoverability Facilitate the shift from print models to online and online-only models Streamline metadata delivery to library service providers
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
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.
First publisher KBART adopter◦ http://librarians.scitation.org/librarians/help_files
.jsp
AIP Hosted KBART Files
Example: Scitation Serial Titles List
Example: ASME eBooks List(KBART II in Progress)
Example: AIP Conference Proceedings Titles List
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????
The Future of KBART
Related Projects
www.openurlquality.org/
niso.org/workrooms/piej
1. Review the requirement: http://www.uksg.org/kbart/
2. Format your title lists accordingly.3. Self check to ensure they conform to the
recommended practice4. Ensure that you have a process in place for
regular data updates5. Register your organization on the KBART
registry website: http://bit.ly/kbartregistry
How can publishersbe involved?
http://www.uksg.org/kbart/hub
http://twitter.com/nisokbart
Need more details?
Thank You!For more information:
Julie ZhuSenior Project Coordinator
American Institute of Physicsjzhu@aip.org
Chad HutchensElectronic Resources Librarian
University of Wyoming Librarieschutchen@uwyo.edu
Visit the Information Hub:http://www.uksg.org/kbart/hub
Questions?
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