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

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

– Link does not resolve to correct target

– Dead end

Outdated data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!

And when the supply chain breaks …

Researchers will go to …

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?

Guidelines

Education

Information hub

What is KBart’s mission?

How are you doing it?

Terminology

Problems

✐ Solutions

Advocacy

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

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

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

Testing

Volunteer stakeholders

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

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

Related activity

OCLC – maintenance agency

– fitting KBART’s role around OCLC’s responsibilities

CrossRef – publisher cooperative

– metadata collection and distribution services

Going public

Final phase I report

– Review by monitoring group and sponsoring committees in April

– Revisions based on feedback

– Public release in June

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?

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