The role of knowledge bases in The role of knowledge bases in improving discoverability now and in improving discoverability now and in the future- why national and the future- why national and international collaboration is keyinternational collaboration is key

CONCERT Conference: Taipei, Nov 2011 Sarah Pearson

University of Birmingham

Co-Chair KBART Working Group

University of Birmingham

UoB Campus

AgendaAgenda

The changing e-resource landscape

The need for integration and visibility

The role of library technology

Standards and best practice

What does the future hold?

Changing expectations

The explosion of online publishing output

Access more with less – the Big Deal

The global economic crisis

Rising user expectation

The technology landscape shifting

The changing e-resource landscape Library catalogue (OPAC)

Link resolvers

Federated search engines

Vertical search resource discovery services

Semantic web and content aggregation

What What isis a knowledge base? a knowledge base?

A database

Contains information about web resources (global)– e.g. what journal holdings are available in JSTOR

– and how you link to articles in them

Contains information about the resources a library has licensed/owns (local)– May contain electronic and print holdings (in addition to a number of

other services)

Used by a link resolver to direct institutional users to the ‘appropriate copy’

So why is it so important?So why is it so important?

It knows where all the content is

It knows which versions the library is able to access

So – it’s the only place that can get a user to the “appropriate copy”

And that means......And that means......

More content visible to end users

Content linking is more accurate for end users

Increase in content usage

Maximum reach for authors and editors

Better return on investment for library

Favourable renewal decision

Protection of revenue for content providers

Knowledge base: Holdings information used by an OpenURL link resolver. OpenURL link resolver matches against knowledge base to determine availability of electronic full text

institution

repository

publisherwebsite

database

printcollections gateways

article citation

article title = …first author = …

journal name = …

article title = …first author = …

journal name = …

metadata string

OpenURL query (base URL+ metadata string)

resolver.institution.eduresolver.institution.edubase URL oflink resolver

link resolver’sknowledge base

publisher/providerholdings data

libraryholdings data

content licence

target (cited)article

predictable link

If the holdings information in the knowledge base is outdated/incorrect, it impacts the OpenURL link resolver performance. This affects the decision making-process of librarians and ultimately end user experience.

In order to expect consistent metadata delivery from content providers, the requirements need to be consistent as well.

Knowledge Bases And Related Tools

UKSG and NISO collaborative project

UKSG 2007 research report,“Link Resolvers and the Serials Supply Chain”

To improve navigation of the e-resource supply chain by…..

Ensuring timely transfer of accurate data to knowledge bases

Right. So. What is KBART?Right. So. What is KBART?

Standards / industry organisations

– UKSG and NISO

Working group members (stakeholders):

– Knowledge base vendors

ExLibris, Serials Solutions, EBSCO, OCLC

– Content Providers (Publisher & Aggregators)

AIP, T&F, Royal Society Publishing, Publishing Technology, Cengage Gale, Swets, Springer

– Libraries & Consortia

Full list -- http://www.uksg.org/kbart/members

DeliverablesDeliverables

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

First publisher KBART adopter

– http://librarians.scitation.org/librarians/help_files.jsp

http://sites.google.com/site/kbartregistry/

Registry contactRegistry contact

Where are we at?Where are we at?

Phase I KBART Recommended Practice released Jan 2010

www.uksg.org/kbart

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

Endorsers listed at http://www.uksg.org/kbart/hub

Phase II started in March 2010

KBART Phase 2KBART Phase 2

Consortial metadata fields included

Open access metadata requirements

Further refinement of fields for e-books and conference proceedings

KBARTConsortialLicences

CommercialKnowledge

Bases

Shared ServicesIndustry

StandardsPublisher

Engagement

Resource Discovery

DevelopmentsMetadata

Repository

Institutionalentitlements

KB Metadata: The FutureKB Metadata: The Future

Shared services and ‘above campus’ solutions to e-resource management inefficiencies

Best practice on integration with Resource Discovery Services

Open metadata initiatives to improve re-user of collections metadata

Analysis of standards in ERM arena and gap analysis

Thank You!Thank You!

Sarah Pearson

E-Resources & Serials Coordinator

University of Birmingham

s.pearson.1@bham.ac.uk