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Knowledge Base+ Presentation to EPUG UK meeting March 2012
- 1. The Knowledge Base+ Project Liam Earney
- 2. • The story so far… • Issues with ERM • Vision and Objectives • Approach • Deliverables of Phase 1 • KB+ at Day 1 and the first year • Sustainability • Conclusions
- 3. The story so far… • 2009 December - SCONUL Shared Services study prioritises electronic resource licensing and management in its report to HEFCE • 2010 December - Sixteen universities collaborate with JISC and SCONUL in developing detailed business requirements, published May 2011 • 2011 February - HEFCE agree to invest UMF funds to Summer 2012 towards the creation of a shared UK academic knowledge base service • 2011 July - JISC Collections appointed by HEFCE and JISC to take this forward with the community, drawing on SCONUL’s work and its own knowledge and experience • 2011 October – An independent Project Board is established chaired by Richard Parsons of the University of Dundee with subgroups covering Technical and Community aspects • 2012 August – KB+ made available as a beta service
- 4. ISSUES WITH ELECTRONIC RESOURCE MANAGEMENT
- 5. • Data – Accuracy and availability – Contextualisation • Interoperability – Data silos and flows – Implementation of standards • Workflows – “the workflow support problem” (NISO, 2012) • Duplication of effort – Maintaining numerous KBs WITHIN an institution – Maintaining numerous KBs ACROSS institutions
- 7. Vision To transform the practice of e- resource management through the creation of a shared service providing institutions and the services they use with timely, accurate, verified and structured ERM information.
- 8. Objectives Provide an accurate and relevant knowledge base Support data sharing between library systems Minimise the duplication of staff effort Improve return on investment from systems Increase productivity through shared activity
- 9. APPROACH
- 10. Leverage investment • Improve quality of data for all Openness • Technology • Data • Relationships – UK, international, suppliers Standards and Best Practice • Structured and accurate data • Promote interoperability and exchange of data Prioritise existing issues • Save time and money from the outset Cohesive activity, tools and services • JISC services • Commercial and non-commercial suppliers • Academic institutions
- 12. Principles Phase One Deliverables Participants Data Academic Institutions Standards Title lists JISC Services Workflow Holdings Interoperability Quality Publishers KB+ Verification Systems Shared Activity Alerts Licences Vendors Usage statistics Subscription Business Model Agents Registration Legal Model Agencies
- 13. KB+ AT DAY ONE AND BEYOND
- 14. What data will be there? Functionality JISC Collections End User Title, package, platform and coverage for the current NESLi2, SHEDL, WHEEL and JISC ● ● eCollections agreements - in excess of 12,000 titles Wherever possible institutional ● ● ● entitlements to the above Licence information covering key values such as authorised user, remote access, ILL, use in course ● ● packs, post-cancellation access Subscriptions not offered by JISC ● ● Collections
- 15. What services will be available? Functionality JISC Collections End Users Additions and changes will be made centrally by JISC Collections in the initial ● ● phase, based on information sourced from the community Monthly usage statistics will be automatically visible ● ● as they are collected by JUSP New licence information will be added as ● ● agreements are made available in elcat
- 16. What can a library team do? JISC Functionality End Users Collections Add records of institutional licences and entitlements through data entry ● ● and/or upload Access and compare key licence terms ● ● and related notes Enter and access alerts, notes and documents. E.g. status of negotiations, issues and guidance with licences, ● ● ● service availability. Including display of current alerts. Share intelligence (issues, queries, knowledge and responses) across the ● ● community. Set privacy levels for your data and ● ● documents Produce reports such as A-Z lists, ● ● licence information, renewal dates etc
- 17. What can Suppliers do? Functionality JISC Collections End Users Provide feeds of new records and updates ● by arrangement with JISC Collections Receive feeds of accurate contextualised deal ● information on publications and associated licences
- 18. The First 12 Months… • Improving and the data – Aggregated full text, e-books, Open access – Historical entitlement information – Evidence • Workflow support – Rollover of subscription information – Co-ordination, allocation and tracking of activities – Export of data to suppliers – Refinement of alerts • Embedding, integration and engagement – Improving bulk upload of local institutional data – Engagement with systems vendors and other suppliers • Services to institutions – Helpdesk – Data management?
- 19. Sustainability • Impact of JISC transition – KB+ one of many JISC services – Stand alone or part of wider package? • Subscriptions? – Another cost? – Institutions contributing to KB+ already • Fees from suppliers? – KB+ populating knowledge bases • Freely available at launch until September 2013
- 20. CONCLUSIONS
- 21. Is KB+ going to help me? • Driven by UK academic community • UK context • Service not just ‘another’ system • Do once and share • Putting institutions in control of their data
Hinweis der Redaktion
- This story has been driven by library demand and has considerable traction, especially considering the pressures faced all round.
- I don’t intend to spend very long on the problems and challenges associated with ERM, but I think that these four are the key ones we’re interested in:DataIn some ways this isn’t a technology project at all, this is a data project and no matter how good the service, if the underlying data is inaccurate then it’s all for nothing.Knowledge bases are beset by problems of inaccurate data. In JISC Collections we receive numerous queries about them and have made efforts to overcome them, but this is the first time that we’ve ever been in a position where we could assign dedicated manpower to the problem.Then there is the problem of interoperability or rather the lack of it. Too often where data does exist it is impossible to get it to somewhere else where you may need it. – Usage stats are a case in point, but I could just as easily speak about licence terms, be they locked away in filing cabinets or locked away in word documents.And even when we develop standards that can help us overcome the problems of silos, and the lack of data flows between them, we find that those standards either aren’t implemented at all, or have been implemented in such an inconsistent way as to render them all but useless.3. Finally, and I suspect most importantly is the huge and wasteful duplication of effort by so many people undertaking the same tasks, on the same data, often on the same systems.It is no surprise that so many institutions have opted for home grown approached to ERM, or left those theyve purchased unused.Put simply, the level of effort needed to achieve anything is out of all proportion to the benefits to be realised.
- Providing a knowledge base of accurate and up to date resource management information, such as publication, licensing and subscription informationReducing the barriers to sharing data between diverse systems for a wide range of purposes.Minimising the costly duplication of staff time and effort in the population, maintenance and correction of knowledge bases thereby providing an opportunity for institutions to focus the application of e-resource information towards improved services.Helping institutions generate improved return on investment from library and e-resource management systems Putting in place a framework for shared community activity and partnership that reduces the burden on individual institutions whilst increasing the breadth of activity that can be undertaken.
- It is our intention to make everything that we create – data, software, workflows – available to any supplier who is willing to engage with the project through the implementation of standards, integration with KB+ and sharing of knowledge.
- KB+ platform with user interface to allow academic institutions, suppliers, publishers and others to navigate, manage and manipulate data, supported by access management and permission tools.Verified, accurate and up-to-date publication information for NESLi2, JISC eCollections, SHEDL and WHEEL agreements in KBART format, suitable for use by link-resolversSubscription management information – such as post-cancellation access entitlement information, contact information, access management records.Licences in machine readable formats for NESLi2, major JISC Collections and major non-JISC Collections agreementsIntegrated usage statistics in machine readable format for NESLi2 publishers and other publishers stored within the Journals Usage Statistics Portal.Alerting services covering renewals, opt outs, service availability and disruption.Workflow management tools related to the selection, review, renewal and cancellation of publications.