Global Open Knowledgebase: Harnessing Emerging Technologies to Support Electronic Resources Management

Kristin Antelman, NCSU LibrariesLiam Earney, Jisc Collections

March 18, 2014ER&L

Fragmentation

Integration: costly or impossible

Integration: costly or impossible

The knowledge base supports delivery

“Discovery happens elsewhere”

The knowledge base supports delivery

“Discovery happens elsewhere”

The knowledge base supports management

P and E workflows

Receive first issue at check in

Give first issue to unit manager

Pass to staff member

responsible for title

Usable record available from

OCLC?

Overlay record onto brief record

Complete record according to

local policies and procedures

Create original record according to local policies and procedures

Review original record

Create predictions,

check in, and label first issue

Send first issue to current

periodicals area or branch library

Yes

Pass to principle cataloger for

review

Return to staff member with any

corrections

Overlay record onto brief record

No

Record on monthly stats

sheet

Notify shelving manager of new title (Hunt=DS;

Hill=MM)

Finalize record

Print title acquired

Close Remedy ticket

Notify Collection Management

A&D staff A&D unit manager

A&D librarian

Key

Access point creation (print resource)

Assign Remedy ticket and first issue

to staff for cataloging

Append catalog request to

Remedy ticket and assign to unit manager

Reassign Remedy ticket to orderer (w/ title control no. and

call no.)

Receive first issue at check in

Give first issue to unit manager

Pass to staff member

responsible for title

Usable record available from

OCLC?

Overlay record onto brief record

Complete record according to

local policies and procedures

Create original record according to local policies and procedures

Review original record

Create predictions,

check in, and label first issue

Send first issue to current

periodicals area or branch library

Yes

Pass to principle cataloger for

review

Return to staff member with any

corrections

Overlay record onto brief record

No

Record on monthly stats

sheet

Notify shelving manager of new title (Hunt=DS;

Hill=MM)

Finalize record

Print title acquired

Close Remedy ticket

Notify Collection Management

A&D staff A&D unit manager

A&D librarian

Key

Access point creation (print resource)

Assign Remedy ticket and first issue

to staff for cataloging

Append catalog request to

Remedy ticket and assign to unit manager

Reassign Remedy ticket to orderer (w/ title control no. and

call no.)

Receive first issue at check in

Give first issue to unit manager

Pass to staff member

responsible for title

Usable record available from

OCLC?

Overlay record onto brief record

Complete record according to

local policies and procedures

Create original record according to local policies and procedures

Review original record

Create predictions,

check in, and label first issue

Send first issue to current

periodicals area or branch library

Yes

Pass to principle cataloger for

review

Return to staff member with any

corrections

Overlay record onto brief record

No

Record on monthly stats

sheet

Notify shelving manager of new title (Hunt=DS;

Hill=MM)

Finalize record

Print title acquired

Close Remedy ticket

Notify Collection Management

A&D staff A&D unit manager

A&D librarian

Key

Access point creation (print resource)

Assign Remedy ticket and first issue

to staff for cataloging

Append catalog request to

Remedy ticket and assign to unit manager

Reassign Remedy ticket to orderer (w/ title control no. and

call no.)

Register title for access with

publisher

IP authentication

available?

Add log in info to alt logins web

page

Provide publisher with NCSU IP

ranges if necessary

IP access already

established?

Add title to EZ Proxy config file

No

Yes

Yes

No

Usablerecord available

from OCLC?

Overlay brief record with

OCLC record

Yes

Create or derive original record according to

local policies and procedures

No

Complete record according to

local policies and procedures

Verity OPAC functionality

Pass to principle cataloger for

review

Review original or derived record

Return to staff member

Notify staff member via Remedy that

proxy has been configured

Verify access

Acq follow up required? No

Complete follow up

Overlay record onto brief record

Activate title in Serials Solutions

Finalize record

Close Remedy ticket

Online title acquired

Notify Collection Management resource is

available

A&D librarian

Key

Access point creation (electronic resource)

360MARC record

available?Yes

Verity journal list functionality

Unit Specialist

Unit Staff

Append catalog request to Remedy ticket and assign to

unit manager

Assign Remedy ticket to staff

member

No

Reassign Remedy ticket to orderer with follow-up

instructions

Yes

Request EZProxy configuration

P and E workflows

Register title for access with

publisher

IP authentication

available?

Add log in info to alt logins web

page

Provide publisher with NCSU IP

ranges if necessary

IP access already

established?

Add title to EZ Proxy config file

No

Yes

Yes

No

Usablerecord available

from OCLC?

Overlay brief record with

OCLC record

Yes

Create or derive original record according to

local policies and procedures

No

Complete record according to

local policies and procedures

Verity OPAC functionality

Pass to principle cataloger for

review

Review original or derived record

Return to staff member

Notify staff member via Remedy that

proxy has been configured

Verify access

Acq follow up required? No

Complete follow up

Overlay record onto brief record

Activate title in Serials Solutions

Finalize record

Close Remedy ticket

Online title acquired

Notify Collection Management resource is

available

A&D librarian

Key

Access point creation (electronic resource)

360MARC record

available?Yes

Verity journal list functionality

Unit Specialist

Unit Staff

Append catalog request to Remedy ticket and assign to

unit manager

Assign Remedy ticket to staff

member

No

Reassign Remedy ticket to orderer with follow-up

instructions

Yes

Request EZProxy configuration

Register title for access with

publisher

IP authentication

available?

Add log in info to alt logins web

page

Provide publisher with NCSU IP

ranges if necessary

IP access already

established?

Add title to EZ Proxy config file

No

Yes

Yes

No

Usablerecord available

from OCLC?

Overlay brief record with

OCLC record

Yes

Create or derive original record according to

local policies and procedures

No

Complete record according to

local policies and procedures

Verity OPAC functionality

Pass to principle cataloger for

review

Review original or derived record

Return to staff member

Notify staff member via Remedy that

proxy has been configured

Verify access

Acq follow up required? No

Complete follow up

Overlay record onto brief record

Activate title in Serials Solutions

Finalize record

Close Remedy ticket

Online title acquired

Notify Collection Management resource is

available

A&D librarian

Key

Access point creation (electronic resource)

360MARC record

available?Yes

Verity journal list functionality

Unit Specialist

Unit Staff

Append catalog request to Remedy ticket and assign to

unit manager

Assign Remedy ticket to staff

member

No

Reassign Remedy ticket to orderer with follow-up

instructions

Yes

Request EZProxy configuration

Receive first issue at check in

Give first issue to unit manager

Pass to staff member

responsible for title

Usable record available from

OCLC?

Overlay record onto brief record

Complete record according to

local policies and procedures

Create original record according to local policies and procedures

Review original record

Create predictions,

check in, and label first issue

Send first issue to current

periodicals area or branch library

Yes

Pass to principle cataloger for

review

Return to staff member with any

corrections

Overlay record onto brief record

No

Record on monthly stats

sheet

Notify shelving manager of new title (Hunt=DS;

Hill=MM)

Finalize record

Print title acquired

Close Remedy ticket

Notify Collection Management

A&D staff A&D unit manager

A&D librarian

Key

Access point creation (print resource)

Assign Remedy ticket and first issue

to staff for cataloging

Append catalog request to

Remedy ticket and assign to unit manager

Reassign Remedy ticket to orderer (w/ title control no. and

call no.)

P E

Global Open Knowledgebase (GOKb)

GOKb is a freely available community-managed data repository that will contain key publication information about electronic resources as it is represented within the supply chain from content publishers to suppliers to libraries.

GOKb partners

Collaboration with Jisc

Jisc agreements

Manage licenses

Load entitlements

Link to usage data

Alerts

KB+: A shared service for UK libraries

GOKb timeline

2012$ 2013$ 2014$ 2015$2011$ 2016$

GOKb%and%KB+%collaborate%on%data%

model$

GOKb%1.x:%Proof%of%Concept%

Release%

Funded%by%Mellon%Founda@on%&%Kuali%OLE%Partnership%

GOKb%3.x%Public%Release%

Community%development%New%partners%

Enhanced%func@onaity$GOKb%2.x:%Partner%Release%

GOKb in the ecosystem

International interest in GOKb

OpenRefine with GOKb extension

OpenRefine with GOKb extension

OpenRefine with GOKb extension

OpenRefine with GOKb extension

OpenRefine with GOKb extension

Demo GOKb

GOKb futures: e-books

E-book packages and providers

Chapters

OA ebooks

Change

GOKb futures: linked data

TIPPs

Organizational Name Authority

IDs

GOKb futures: linked data

TIPPs

Organizational Name Authority

IDs

GOKb futures: linked data

TIPPs

Organizational Name Authority

IDs

GOKb futures: building connections

Preservation entitlements

Usage

Change management

OA (DOAJ, DOAB)

GOKb futures: building community

GOKb futures: building community

GOKb & KB+

editors

GOKb futures: building community

GOKb & KB+

editors

OLE partners

GOKb futures: building community

GOKb & KB+

editors

OLE partners

GOKb partners

GOKb futures: building community

GOKb & KB+

editors

OLE partners

GOKb partners

Community

GOKb futures: building community

GOKb & KB+

editors

OLE partners

GOKb partners

Community

vendors

publishers

standards bodies

related projects

GOKb futures: improving practice

KB A

KB B

KB C

provider A

provider B

provider C

provider D

provider E

lib 1

lib 2

lib 3

lib 4

lib 5

lib 6

The KB as infrastructure?

The KB as infrastructure?

GOKb

provider A

provider B

provider C

provider D

provider E

KB A

KB B

KB C

lib 4

lib 5

lib 6

lib 4

lib 5

lib 6