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  • 1. Improving the Linking World By Enhancing Knowledge Bases-- A Joint NISO/UKSG Project Todd Carpenter Managing Director, NISO
  • 2. Where are we headed this morning? What it is a Knowledge Base? Some background about the NISO/UKSG Knowledge Base project What role they play in information distribution What problems exist in the supply chain Some recommendations and next steps QuestionsThanks to UKSG and James Culling, SIS Lead author for much of this contentNovember 13, 2007 SSP TechBlitz
  • 3. What is NISO? NISO - National Information Standards Organization NISO is the only ANSI-accredited organization tasked with the development of standards in the field of Information and Documentation Work with publishers, libraries, agents and other systems vendors to develop community consensus Develop wide range of standards Paper permanence and steal shelving Accessibility issues Bibliographic formats and exchange OpenURL, Metasearch, SUSHINovember 13, 2007 SSP TechBlitz
  • 4. Knowledge Base Background OpenURL system developed in 1999 Developed by Herbert Van de Sompel, Patrick Hochstenbach, and Oren Beit-Arie First Commercialized by ExLibris SFX in 2001 Standardized by NISO as Z39.88 in 2004 Providers structure for selecting appropriate copy of among digital content options Allows links between resources to be library-defined Does not depend solely on the linking services defined by the information providers or on a specific set of identifiers and/or communications protocolsNovember 13, 2007 SSP TechBlitz
  • 5. Framework for Knowledge BaseExchangeNovember 13, 2007 SSP TechBlitz
  • 6. UKSG SurveyUnited Kingdom Serials Group (UKSG) commissioned report in 2006 Explore data flow of metadata into knowledge bases that underlie resolver systems Conducted by Scholarly Information Strategies Published in May 2007GOALS Understand the supply chain of information in knowledge bases Define what is not working well Consider methods for alleviating problems identified Consider alternative approaches Identify areas for further researchInterviewed 30 suppliers, librarians, agents and publishersOnline questionnaire responses from 118 librariansNovember 13, 2007 SSP TechBlitz
  • 7. Populating the KnowledgeBase The exchange of information that serves as the keystone of the entire linking process is not well understood Certainly not standardized How does information get from there to here?November 13, 2007 SSP TechBlitz
  • 8. Link Resolver Suppliers GatherData Metadata about titles, content packages and linking systems descriptions are made available to link resolver systems. Typically includes titles, coverage dates, etc, generally in delimited text format. Some data is pushed, some pulledNovember 13, 2007 SSP TechBlitz
  • 9. Suppliers Create Knowledge Base Link resolver suppliers normalize data and compile it in proprietary database. Quality assurance layer Linking syntax programmed into software Additional value-add information added to knowledge baseNovember 13, 2007 SSP TechBlitz
  • 10. Suppliers Create Library SpecificKBLink resolver suppliers distribute master knowledgebase to library specific implementations.Frequency of updates to implementations varyPossible delays in library-hosted resolvers due tolibrary IT staffNovember 13, 2007 SSP TechBlitz
  • 11. Subscription Holding DataGatheredMaintaining the resolver, librarianscollect holding data from internalsystems(ILS, catalogues, A-Z lists, ERMS)Request downloads holding detailsfrom agents and publishersMight not be required wherepackage details are common amongall subscribersNovember 13, 2007 SSP TechBlitz
  • 12. Library Adds Holdings Data toKB Standard packages are activated based on trusted data from resolver suppliers Compiled holdings data from other packages or resources is processed and normalized Holdings data is uploaded into localized knowledge base to form customized functioning KBNovember 13, 2007 SSP TechBlitz
  • 13. Process of Exchanging LinkDataNovember 13, 2007 SSP TechBlitz
  • 14. Problems in the Process just because full-text finding tool vendors update their products regularly does not mean that the lists are actually up-to-date, because full- text finding tool vendors get updates from content providers who have various updating schedules and practices, and thus are of varying qualityChen, X. Assessment of Full-Text Sources Used by Serials Management Systems,OpenURL Link Resolvers, and Imported E-Journal MARC Records. Online InformationReview 28.6 (2004): 428-434. November 13, 2007 SSP TechBlitz
  • 15. Issues and BarriersLack of awareness Lack of cooperationInaccurate & incomplete data Content package issuesTitle changes and transfers Responsibility for data qualityLack of data standards Timing issuesOpenURL issues and compliance Inbound linking problemsRole of subscription agents in the processBroadening scope of the use of Knowledge BasesOPENURL COMPLIANCE ISNT KNOWLEDGE BASE COMPLIANCENovember 13, 2007 SSP TechBlitz
  • 16. RecommendationsCreate an organization to foster development of code of practice definitionsSimilar in structure to Project COUNTERWould manage best practices and issue compliance measuresNovember 13, 2007 SSP TechBlitz
  • 17. Code of Practice: Compliance File format structure Mandatory fields and sequencing Content formats Frequency Collections mechanisms Package information hierarchy Documentation Syntax adherenceNovember 13, 2007 SSP TechBlitz
  • 18. Other Potential Solutions Web services - similar to ONIX SOH or SUSHI equivalent Exchange is only one problem Centralized Model Considered as a central repository for release and availability information Knowledge bases Suppliers are differentiated by the quality of their KB.November 13, 2007 SSP TechBlitz
  • 19. Where does it stand? UKSG accepted the final report at their May board meeting Decided to pursue partnership with NISO in September Discovery to Delivery Topic Committee reviewing proposal Expect to charge Working Group Recruiting participants 18-24 month development cycleNovember 13, 2007 SSP TechBlitz
  • 20. Working Group Charge Develop and publish guidelines for best practice to effect smoother interaction between members of the knowledge base supply chain. Provide educational events to address the roles of each party in the supply chain Create a centralized information portal Providers and their customers will benefit from higher quality data Publishers will benefit from accurate linking to their content and subsequently increased usageNovember 13, 2007 SSP TechBlitz
  • 21. More Information UKSG Reporthttp://www.uksg.org/projects/linkfinal Summary of UKSG presentationhttp://liveserials.blogspot.com/2007/04/framework-for-improving-link-resolver.html NISO - OpenURLhttp://www.niso.org/standards/resources/Z39_88_2004.pdfhttp://www.niso.org/standards/resources/OpenURL_FAQ.htmlOCLC - OpenURL Maintenance Agencyhttp://alcme.oclc.org/openurl/servlet/OAIHandler?verb=ListSetsNovember 13, 2007