4. Metadata Supply Chain
The supply chain of metadata between content providers (publishers) and knowledgebases
5. The Problem
If the holdings information in the knowledgebase is
outdated/incorrect, it impacts the OpenURL link resolver and all
systems reliant upon it (discovery services, OPAC, ILL, etc.)
6. KBART Background
Who – Publishers, Aggregators, KB vendors, Libraries
What – Universal holdings metadata format to improve the
OpenURL Knowledgebase metadata supply chain
Where – NISO KBART Workroom
http://www.niso.org/workrooms/kbart
When –
Phase I – Released Jan 2010
Endorsement of Phase I – Began June 2010
Phase II - Released April 7, 2014 *Supercedes KBART Phase I*
Why – Better access for users through accurate holdings data
7. Who is behind KBART II
Standards organizations
UKSG and NISO
Working group members (stakeholders):
Knowledgebase vendors
− ExLibris, OCLC, Serials Solutions, EBSCO
Content Provider (Publisher & Aggregators)
− ASP, AIP, Royal Society Publishing, Springer
Subscription Agents
Libraries & Consortia
Full list –http://www.niso.org/workrooms/kbart/phase2roster/
8. KBART Registry
Clearinghouse for KBART metadata
Endorsed publishers, vendors, etc.
Contact information
URL's to KBART metadata
https://sites.google.com/site/kbartregistry/
10. Updating the Rec’s
Spreading the word and outreach
Working with content providers, vendors, etc.
Soliciting broad feedback (all feedback included in
Phase II Recommendations)
Focus on 3 new areas
11. 3 Areas of Emphasis
Freely available content
Ebooks & Conference Proceedings
Consortial Holdings
9 new fields (for a total of 25) & applicable new
guidelines
12. Free Content: New Field
1 new field, 1 modification to existing field
New “access_type” field
Type can be “F,” for free content, or “P” for paid
content (is aligned with OAMI rec’s thus far)
Free text describing details may be entered into
existing “coverage_notes” field.
13. Free Content Issues
KBART is not endorsing any particular
Open Access model
• For “F” to be used, 100% of title’s content must be
freely available
Difficulty with hybrid titles (author pays OA,
embargoes, rolling access walls, etc.)
Needs to be addressed at the article-level
14. Ebooks & Conference
Proceedings, Part 1
8 new fields total
1 new field applies to differentiate formats
New “publication_type” field
Type can be “monograph,” “journal,” or “conference
proceeding”
15. Ebooks & Conference
Proceedings, Part 2
Field Description
publication_type Serial (i.e., journals and conference proceeding
series) or monograph (i.e., book, eBook, conference
proceeding volume)
date_monograph_published_print Date of monograph first published in print
date_monograph_published_online Date of monograph first published online
monograph_volume Number of volume for monograph (applicable to
eBooks and conference proceedings; for
proceedings, volume within the conference
proceedings series)
monograph_edition Edition for book
first_editor First editor (for monographs, i.e., ebooks or
conference proceedings volumes)
parent_publication_title_id Title ID of parent publication (for a conference
proceeding volume, its parent_publication_title_id is
the title_id of the conference proceedings series)
preceding_publication_title_id Title ID of preceding publication title, for journal
serials and conference proceeding serials.
16. Ebook & Conference
Proceedings: Issues
Some existing fields already apply to
monographs and serials (e.g. identifier fields for
ISSN/ISBN)
Some new fields are used for certain formats
(e.g. “monograph_edition”)
“preceeding_publication_title_ID” can be
problematic
17. Consortial Holdings
Librarians & consortium managers really wanted
this (and more)!
Lack of readily available consortium lists
No new fields for this area specifically, rather,
new guidelines
18. Consortial Holdings:
Guidelines
Will require separate lists under 2
circumstances:
1) Package consists of unique titles
-or-
2) Package consists of unique coverage dates
19. Consortial Holdings: File
naming conventions
“[ProviderName]_[Region/Consortium]_[PackageName]
_[YYYY-MM-DD].txt”
Global lists (i.e. universal list)
Ex:JSTOR_Global_AllTitles_2013-01-14.txt
Consortium specific lists
Ex: Oxford_SCELC_AllTitles_2013-01-09.txt
Region specific lists
Ex: Springer_Asia-Pacific_Medicine_2013-01-28.txt
20. How we got to Phase II
Draft of KBART Phase II released Oct, 2013 for public
comment period
Received 45+ comments
Group met and discussed each individually
Nettie, Chad, Magaly spend holidays drafting
responses and making changes to rec’s ;)
D2D Committee approves Phase II, April 7, 2014!
NISO KBART RP-9-2014 is at:
http://www.niso.org/publications/rp/rp-9-2014/
21. What's next?
6 month transition to Phase II, target of September,
2014!
Standing committee
Focus on endorsement, maintenance
Work with new content providers
22. Useful Resources to Google
NISO KBART Workroom
KBART Phase I Final Report
KBART Phase II Final Report (RP-9-2014)
KBART Registry
Link Resolvers and the Information Supply Chain