KNOWLEDGE BASES AND RELATED TOOLS:

A NISO/UKSG RECOMMENDED PRACTICE

Jason Price, PhD Claremont Colleges/SCELCKBART Working Group Member

ALA Midwinter Jan 16 2010Boston, MA

K ?Xok ?X KBART

KBART: An Introduction

Knowledge Bases And Related Tools UKSG and NISO collaborative project Get better data for everyone –

Those who provide data (publishers, aggregators) Those who process data (link resolvers, ERMs, etc.) Those who present data (libraries, consortia)

All for THOSE WHO USE DATA – library patrons Ensuring timely transfer of accurate title access

list data to knowledgebases, ERMs, etc.

the Recommended Practice: Unveiled! Hot off the press: posted thursday, TBA

Monday http://bit.ly/kbartRP

What’s inside: Data supply chain description - from

producer to user Detailed examination of KB data problems Specific solutions as best practices that will

help avoid these problems Aiding adoption & Next steps

Inaccurate Data – The problem

ErrorLevel

False (+) including links to inaccessible

content

False (-)lacking links to accessible

content

TitleAccess not activated by publisher

Accessible title not listed in KB/Catalog

Date Range

Part of access not activated by publisher OR Years of access over-represented in KB/Catalog

Years of access under-representedin KB/Catalog

Inaccurate Data – Our current responses

REACTIVE – correcting data for individual articles that patrons report as inaccessible But what about the (large) majority that go

unreported (esp. the false negatives that prove that “Google has

lots of content ’not available through the library’”) PROACTIVE – before we get (or don’t get)

complaints title by title or package by package extremely labor intensive An example

Proactive reconciliation of an ejournal package list General Process – library, consortium or KB

vendor (Re-)Request updated access list from publisher Sample publisher list for accuracy Translate publisher list to match KB list

Number of titles never matches Perform ISSN match with MS Access Watch for & integrate title changes, mergers, acquisitions

and losses Watch for publisher-reuse of ISSNs/title combinations Identify date discrepancies manually (inconsistent formats

& granularity) Decide when its ‘good enough’ and go live/distribute

new list Lather, Rinse, Repeat

Correcting Inaccurate Data – the hard way

Correcting Inaccurate Data – the hard way

226 titles = 16%

Knowledge bases

Date coverage

Title relations

Licensing

Data & transfer

Supply chain

Compliance

accuracy

format

vol/issue vs date

date granularity (day, month, season, year)

title changes

title mapping

abbreviations

ISSN/ISBN variations

re-use of ISSN effect on

licensing

genericism/granularity

misrepresentation

package variations

accuracy

free content

format

ownership

contacts/feedback mechanisms

incentive

informal structure

unclear responsibilities

duplication of effort

file format

format definitions;

shoe-horning

age of data

accuracy

frequency

link syntax and

granularity

Problem Overview

Problems identified and addressed 4.2.1 Identifier Inconsistencies 4.2.2 Title Inconsistencies 4.2.3 Incorrect Date Coverage 4.2.4 Inconsistent Date Formatting 4.2.5 Inconsistencies in Content Coverage

Description 4.2.6 Embargo Inconsistencies 4.2.7 Data Format and Exchange 4.2.8 Outdated Holdings Data 4.2.9 Lack of Customization

Inaccurate Data – The KBART Solutions Standardize transfer of data within

and among supply chain participants Best practices recommendations specify:

means of data transfer frequency of updates file structure Data elements – Mandatory and

Optional e.g. Start and end date format & granularity

Desired impact on our work

An end to our role as translators No more badgering publishers to send complete

access lists(List of necessary elements is standardized) No more teasing out title changes to make the #’s

match(Best practice is to include former titles & issns) No more waiting for the KB data team to translate

data (Standardized format leads to automated ingest) No more out-of-date access lists (Regular updates direct from publisher to knowledge

base)

Supporting adoption: The web hub Guidelines, FAQ, Quick Guides & Video demonstrations Case studies

http://www.uksg.org/kbart

Next steps

Definitions for global vs. local updates Consortia-specific metadata transfer Institution-specific metadata transfer Documentation of guidelines for non-text

content metadata transfer Review of metadata transfer for e-books Monitoring and enforcing compliance

with KBART recommendations Exchange of ERM data

How can you help?

Send the report or web hub link to the publishers you work with and ask them to adopt the practices

Tell your colleagues about them so they can do the same (particularly consortia representatives)

Consider reference to KBART in ejournal package license terms

Join the monitoring group to stay up to date and help us continue to improve KBART

Thanks!

http://www.uksg.org/kbart http://www.niso.org/workrooms/kbart

Peter McCracken (NISO (ex) co-chair) Co-founder & Director for Research, Serials Solutions

Charlie Rapple (UKSG co-chair) charlie.rapple@tbicommunications.com

Head of Marketing Development, TBI Communications Jason Price (Working group member)

jason.price@libraries.claremont.edu Head of Collections @ Claremont; SCELC ejournal

package analyst

Who’s in KBART?

Core working group Link resolver/ERM suppliers – Ex Libris, Serials

Solutions Publishers – British Medical Journal Group, Taylor &

Francis Subscription agents/aggregators – Credo, EBSCO,

Swets Consortia – California Digital Library, SCELC Libraries – Claremont, Cornell, Edinburgh, Leicester,

Princeton, Pacific Northwest Technical Lab Monitoring group

More of these plus other related groups e.g. NASIG Anyone can join monitoring group sign up for updates: kbart_interest-subscribe@list.niso.org