progress towards a trouble-free knowledge base supply chain

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

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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 - PowerPoint PPT Presentation

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Page 1: 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

Page 2: Progress towards a trouble-free knowledge base supply chain

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

Page 3: Progress towards a trouble-free knowledge base 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Outdated data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!

Problems in the supply chain

That’s not

good!

Page 4: Progress towards a trouble-free knowledge base supply chain

And when the supply chain breaks …

Researchers will go to …

Page 5: Progress towards a trouble-free knowledge base supply chain

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.

Right. So. What is KBART?

Page 6: Progress towards a trouble-free knowledge base supply chain

Guidelines

Education

Information hub

What is KBart’s mission?

Page 7: Progress towards a trouble-free knowledge base supply chain

How are you doing it?

Terminology

Problems

✐ Solutions

Advocacy

Page 8: Progress towards a trouble-free knowledge base supply chain

Terminology

link resolver

link-to syntax

aggregatorappropriate copy

content provider

DOI

embargoERM

federated search gateway

knowledge base

localisation

metadata

OPAC

Open Access

OpenURL

SFX

source

target

Page 9: Progress towards a trouble-free knowledge base supply chain

Problems

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

Page 10: Progress towards a trouble-free knowledge base supply chain

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

Page 11: Progress towards a trouble-free knowledge base supply chain

Testing

Volunteer stakeholders

Checking that what we believe will work in theory does actually work (and make a difference) in practice

Page 12: Progress towards a trouble-free knowledge base supply chain

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

Page 13: Progress towards a trouble-free knowledge base supply chain

Related activity

OCLC – maintenance agency

– fitting KBART’s role around OCLC’s responsibilities

CrossRef – publisher cooperative

– metadata collection and distribution services

Page 14: Progress towards a trouble-free knowledge base supply chain

Going public

Final phase I report

– Review by monitoring group and sponsoring committees in April

– Revisions based on feedback

– Public release in June

Page 15: Progress towards a trouble-free knowledge base supply chain

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?

Page 16: Progress towards a trouble-free knowledge base supply chain

Learn more

NISO webinar, 8th Aprilhttp://www.niso.org/news/events/2009/

www.uksg.org/kbart

Charlie Rapple (UKSG co-chair)

[email protected]

Peter McCracken (NISO co-chair)

[email protected]