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KBart Knowledge Bases & Related tools
&DDA Demand-driven acquisition
NISO Best Practice Updates
Jason Price, PhDInterim Library Director / ConsultantClaremont Colleges / SCELC
KNOWLEDGE BASES AND RELATED TOOLS: A NISO/UKSG RECOMMENDED PRACTICE
Jason Price, PhD Claremont Colleges/SCELCKBART Working Group Member
SSP San Francisco6/5/2013
K ?Xok ?X KBART
Vitals
– Who – Publishers, Aggregators, KB vendors, Libraries
– What – a universally acceptable holdings data format
– Where – throughout the supply chain & at the UKSG info hub http://www.uksg.org/kbart
– When – Now• Phase 1 Report – Jan 2010 http://bit.ly/kbartRP• Phase 2 Report – Summer 2013
– Why – Better access through accurate holdings data
What is KBART?
• A NISO recommended practice• “A set of practical recommendations for the
timely exchange of accurate metadata between content providers and knowledge base developers”
• a universally acceptable holdings list format– Expresses title level coverage by date &
volume/issue• A single solution for sharing holdings data
across the scholarly content supply chain
Where does KBART apply?
Why KBART?
• Maintenance of accurate package content coverage data– Supports openUrl Link Resolvers– Supports ejournal & ebook MARC record delivery
services– Enables automated updating by KB providers
• Addresses common holding list inadequacies– Re-use of ISSNs – Embargo period ambiguities– Inconsistent date/enumeration formats
Benefit to publishers
• OpenUrl Fails about 30% of the time – Trainor and Price. 2010. Digging into the Data: Exposing the
causes of openURL failure. Library Technology Reports 46(7):15-26 see http://visualcv.com/lpq4t1s
• If roughly 50% of traffic comes from Google scholar and other KB dependent library search tools, then as much as a 15% increase in traffic could be gained with accurate, easily transferable metadata
• Satisfied customers – survey results in Phase II report
A simple metadata exchange format…
The Registry -- a growing contact and metadata content clearinghouse
Registry shortcut:http://bit.ly/kbartregistry
What do publishers need to do to adopt the KBART best practices?
1. Review the requirements that are accessible via http://www.uksg.org/kbart/s5/transition.
2. Format ejournal and ebook content availability data to meet the requirements.
3. Self check their datasheet(s) on the KBART website to ensure that they conform to the recommended practice and make any necessary corrections
4. Ensure that they have a process in place for regular data exchange as outlined in section 5.2 of the KBART report.
5. Register their organization on the KBART registry website, providing a link to download the newly KBART formatted dataset(s) http://bit.ly/kbartregistry
Phase II will…• Be out this summer• Replace the phase I BP with additions that accomodate:– Ebooks (more effectively)
• Editor, Volume, Edition, Date published*
– Series including Conference proceedings• Publication type (serial or monograph), Parent publication &
Preceding title ID
– Consortia Files• To identify how widely holdings files apply
– Open access metadata• New Access type field – Fee Based or OA or Hybrid OA
• Require re-submission of Phase II sample files for Phase I endorsers
Obstacles
• Data quality – Easily verified• Structure & syntax
– Harder to verify• Separating frontfile from backfile • Transferred, split, ceased titles
• Adoption by a few major journal publishers• The challenge of generic lists
Developing NISO Recommended Practices for Demand-Driven Acquisition of Monographs
Society for Scholarly Publishing – San Francisco
June 5, 2013
Jason Price, PhD, Claremont Colleges Library / SCELC
Michael Levine-Clark, University of Denver
Definitions
Patron-Driven Acquisition (PDA) Acquisition of library materials based on
direct or indirect patron input, including faculty requests and analysis of collection usage
Demand-Driven Acquisition (DDA) Acquisition of library materials based on
patron selection at the point of need. From possible use to immediate need
EBASS 25 Youtube VideoOutstanding 10 minute intro to all things PDAhttp://bit.ly/ebassPDA
Why Do We Need DDA Best Practices? Libraries:
Management of the “consideration pool” – the titles available for purchase or lease
Rules for: Adding titles Keeping un-owned titles available Removing titles Managing records
Goals
Develop a flexible (but consistent!) model for DDA that works for publishers, vendors, aggregators, and libraries.
Support creation of DDA plans that Meet local budget and collection needs Support cross-aggregator implementation Account for how DDA impacts all functional
areas of the library Allow for consortial participation
Complete by Dec 2013
Recommendations for access models
Developing consistent models for Free discovery (browse) Temporary lease Purchase
Recommendations for tech issues
Managing and populating the consideration pool Profiling for inclusion/removal Managing order process, queuing for
acquisitions, cataloging
Loading/updating/removing records
Managing multiple formats (p&e)
Recommendations for metrics
Developing tools and strategies to measure use To compare across aggregators To analyze local and consortial differences To enable accurate predictions of
expected spending and future usage To provide analyses of referral sources
Other recommendations
Implementation at the local and consortial levels
Providing long-term access to unowned e-book content
Managing authenticated access
Connections to print on demand
Obstacles For DDA
“Inside the box” print-based expectations for ebooks e.g. ILL, auto-purchase approval plans
Access vs Ownership dilemma Perceived unpredictability For aggregators: simultaneous use restrictions For publishers: course adopted book income
Variety of platforms & models from aggregators (e.g. EBL/Ebrary, Ebsco, MyILibrary) to Publishers
Insufficency of COUNTER ebook statistics for DDA analysis “meaningful use”
Next Steps
Survey(s) NISO DDA email list, other stakeholders
Focus groups
Phone interviews Of thought leaders, early adopters
Implications for Publishers
Of DDA generally Unpredictability Greater emphasis on discovery
Of this initiative Need to make e-books available for the long term
Even if not purchased Need to develop models that work across aggregators Need to Improve metrics (which helps with unpredictability)
Evidence-based Selection
Call to action: Watch this space
