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A Deep Dive Into
A TUTORIAL FOR CONTENT PROVIDERS
NASIG 2016
Introductions – us!
Sheri Meares
Senior Director, Knowledge Base, EBSCO
smeares@ebsco.com
Marlene van Ballegooie
Metadata Technologies Manager, University of Toronto Libraries
m.vanballegooie@utoronto.ca
Kristen Wilson
Associate Head of Acquisitions & Discovery, NC State University Libraries
kristen_wilson@ncsu.edu
Introductions – you!
What is your name and where are you from?
What is your interest in KBART?
Do you currently use KBART in any way?
If you only take one thing away from this workshop, what do you hope it
will be?
Agenda
Introduction to KBART
Supply chain perspectives
Metadata exchange
---
KBART for serials
Serials activity
---
KBART for monographs
Monographs activity
Wrap up
What is KBART?
Knowledge Bases And
Related Tools
UKSG/NISO Working
group (2007-2014)
NISO Standing Committee
(2014-present)
(Very brief) history of KBART
James Culling’s 2007 UKSG Report
◦ “Link Resolvers and the Serials Supply Chain”
◦ http://www.uksg.org/projects/linkfinal
KBART Aim: Develop a recommended practice to ensure the timely
transfer of accurate data to knowledge bases and link resolver
providers.
Phase 1 – Completed in 2010
◦ Main focus was on metadata for serials
Phase 2 – Completed in 2014
◦ Build on Phase 1 recommendations
◦ Focus on e-book, Open Access and consortia metadata
Who is KBART?
Cross-industry
Information professionals
Working together
… is easier
KBART administration
• Magaly Bascones, JISC
• Ben Johnson, ProQuest
Co-chairs:
• Nettie Lagace, Associate
Director for Programs
NISO
representative:
KBART standing committee
Content providers
• Kathy Marcaccio (Gale
Cengage Learning)
• Julie Zhu (IEEE)
• Noah Levin (Springer)
• Laird Barrett (Taylor &
Francis Group)
Knowledgebase
vendors
• Sheri Meares (EBSCO
Information Services)
• Christine Stohn (Ex
Libris, Inc.)
• Kristen Wilson (GOKb)
• Ben Johnson
(ProQuest)
• Bill Brembeck (OCLC)
Librarians
•Dominic Benson
(Brunel University
London)
•Magaly Bascones
(Jisc)
•Kristen Wilson (NC
State University)
•Marlene van
Ballegooie (University
of Toronto)
Why KBART?
Knowledge bases
Titles/packages
Resource
Management
Discovery Linking
Knowledge base supply chain
Vendors are
dependent upon
content providers
for the data in
knowledge bases
Vendors acquire
data
• From libraries
• Website
• File delivery
• Automation
Vendor ingests
metadata into KB
• Extract
• transform
• loads data
Libraries use KB
data to manage,
discover and
connect to
resources they
pay for
Content Provider Vendor Library
What is a content provider?
Content Provider (or just provider) is an
organization that provides access to online
content, either paid or free
•DOAJ, DOAB,
ROAR,
OpenDOAR, Etc.
•EBSCO,
ProQuest, Gale,
Etc.
•Archive
•Repository
•IEEE, Gale, T&F,
Springer, Etc.
Publisher
Library-
hosted
Open
Access
Portal
Aggregator
What is a vendor?
A vendor is an organization that
creates library systems products
and services (using KBs)
What is KBART?
Recommendations for the transmission of data to
knowledge bases (KBs)
Title and package data of electronic serials and
books
Purchased/leased/accessed by libraries
Transparency of data exchanged
KBART sample
Why adopt KBART guidelines?
Expose your content to greater usage
◦ OpenURL link resolvers and discovery services rely on publisher-supplied
knowledge base data
◦ Accurate data increases exposure and usage of fulltext content and leads to
better interoperability and access.
Universally accepted data format
◦ Provides a standardized way to exchange and update product availability
details across the supply chain.
◦ Human-readable title list for marketing and product information.
Immediate return on investment
◦ Single source where content providers can refer knowledge base providers,
aggregators, consortia and libraries.
KBART endorsement process
1. Indicate your interest by contacting a KBART working group member
at: kbart@niso.org
2. Read the requirements, accessible via http://www.niso.org/workrooms/kbart.
The recommended practice also includes a data sample file
3. Format your e-journal and e-book content availability data to meet the
requirements
4. Ensure that you have a process in place for regular data exchange as outlined
in section 5.2 of the KBART report
5. Register your organization on the KBART registry website
(sites.google.com/site/kbartregistry/), providing a link to download the newly
KBART formatted dataset(s)
6. KBART will provide a logo for your site and issue a press release
7. Provide the KBART formatted data (or its download location) to your supply
chain contacts
KBART Registry
https://sites.google.com/site/kbartregistry/
Three perspectives on the
value of KBART
Content provider perspective
Discovery and good metadata = $$$$
◦ If customers can’t find and access what they purchased then usage
disappears
Let the customer know what they purchased!
◦ The department that made the purchase is often not the same group that
manages the content & data.
Support the purchase of content by providing appropriate data
Provide data as widespread as possible
◦ Send to knowledge bases
◦ Public access to title lists
Content provider challenges
Legacy Systems
Prioritization within the organization
◦ Convincing management of the importance
◦ Getting on an IT/technical roadmap
Data clean-up efforts that will make you cry
Staying ahead of the curve
KB vendor challenges
Building relationships with content providers
Gathering data (varied formats, accuracy, consistency, and
completeness)
Validating, correcting, and enriching the data
Converting it to the internal knowledge base format
Performing quality assurance
Keeping the knowledge base current
Why is KBART important to
vendors?
KBART provides a common format and schedule for data to be supplied
◦ Lower risk of errors
◦ Increased timeliness
◦ Reduced effort required to correct/compare common data
Vendors work with data from thousands of providers
◦ De-duplicate results for the same title
◦ New York Times/ N.Y. Times/New York Times (Late New York Edition) = New York Times
◦ Disambiguate
◦ Times (London, England : 1788)/ Times (Gainesville, Ga.)/ Times (Charleston, S.C.)
Enables vendors to focus on enhancing and enriching the data within
the knowledge base
Library perspective
KB
Link
Resolver
MARC
Records
ERM
Discovery
Index
Library perspective
Errors and inconsistencies in knowledge base data cause services to
break down.
Library perspective
Better data leads to a better user experience.
Library perspective
KBART files are a good source of well-formatted data describing content
libraries have purchased.
Metadata exchange with
KBART
Method of exchange
Posting holdings data to a dedicated webpage or FTP site is preferable.
E-mail exchange is not ideal because it is more difficult to incorporate
into automated processing routines.
However, if posting to the web or FTP is unachievable, email is an
acceptable alternative.
Frequency of exchange
A monthly metadata update is recommended.
If content is updated less frequently, you may choose a less frequent
update schedule; more frequent content changes may require a more
frequent update schedule.
File naming
File naming convention
◦ [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt
Provider Name
◦ Should be the platform at which the data is hosted.
Region/Consortium
◦ Should include any information based on where the package is sold, or to
what consortium it applies.
File naming
Package Name
◦ Files should be named as customers would expect to see them labeled in the
knowledge base.
Date
◦ File creation date using the ISO 8601 date format
TaylorandFrancis_Global_AllTitles_2014-08-30.txt
IOP_CRKN_ElectronicJournals_2015-01-01.txt
Springer_Asia-Pacific_Medicine_2015-01-28.txt
OECD_Global_AllTitles_2013-12-10.txt
MUSE_Global_Books2014Complete_2014-11-19.txt
Quiz!
True or false?
KBART files should be generated for all available collections sold by a
content provider, including Consortia deals if they differ from a standard
collection.
Quiz!
True or false?
KBART files should be generated for all available collections sold by a
content provider, including Consortia deals if they differ from a standard
collection.
True
File format, fields, and labels
All metadata should be provided as plain text.
Text should be encoded as UTF-8.
Tab separated metadata file with column headers.
All fields are mandatory, if they exist.
Every field should appear in the order presented in KBART
recommendation 6.6.1.
Extra fields
If it is desired to transmit additional information for purposes not
required by the KBART Recommended Practice, extra data fields can be
added after the last KBART utilized position, (access_type in position
25).
Quiz!
What is the ideal method for delivering KBART lists?
a) E-mail
b) FTP site
c) Dedicated webpage
d) B and C
Which of the following is the correct syntax for naming a KBARTII file?
a) [PackageName]_[YYYY-MM-DD].txt
b) [ProviderName]_[PackageName]_[YYYY-MM-DD].txt
c) [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt
d) None of the above
Quiz!
What is the ideal method for delivering KBART lists?
a) E-mail
b) FTP site
c) Dedicated webpage
d) B and C
Which of the following is the correct syntax for naming a KBARTII file?
a) [PackageName]_[YYYY-MM-DD].txt
b) [ProviderName]_[PackageName]_[YYYY-MM-DD].txt
c) [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt
d) None of the above
KBART for Serial Publications
I’ll be covering…
Serials – journals, annuals, newspapers, etc.
Conference proceedings – series titles only
Monographic series – series titles only
(Individual volumes will be covered when we talk about monographs.)
KBART for serials
publicaton_title
print_identifier
online_identifier
date_first_issue_online
num_first_vol_online
num_first_issue_online
date_first_issue_online
num_first_vol_online
num_first_issue_online
date_last_issue_online
num_last_vol_online
num_last_issue_online
title_url
title_id
embargo_info
coverage_depth
notes
publisher_name
publication_type
preceding_publication_title_id
acces_type
KBART for serials
Some fields are never used for serials
◦ date_monograph_published_print
◦ date_monograph_published_online
◦ monograph_volume
◦ monograph_edition
◦ first_author
◦ first_editor
publication_title
Full name of the serial title as it appears on the print edition or home
page
Avoid abbreviations
Include lead articles
British Medical Journal
BMJ
The Holocene
Holocene
publication_title
Enter book series/conference proceedings series titles as serial titles.
Volume titles will be entered separately as monographs.
Methods in Enzymology
Lecture Notes in Computer Science
Proceedings of Symposia in Applied Mathematics
Handling title changes
Publishers should provide title history information if available.
Previous titles of a serial should be listed as separate entries, with their
own set of coverage dates corresponding to the period of time in which
that title was used.
The Preceding Publication Identifier can be used to indicate
relationships between previous and later titles.
Handling title changes
publication_title print_identifier date_first_issue_online date_last_issue_online
Journal of New Drugs 0096-0284 1961-01-01 1966-21-31
Journal of Clinical
Pharmacology and the
Journal of New Drugs
0095-9863 1967-01-01 1970-12-31
The Journal of Clinical
Pharmacology and
New Drugs
0021-9754 1971-01-01 1973-12-31
The Journal of Clinical
Pharmacology
0091-2700 1974-01-01
publication_title print_identifier date_first_issue_online date_last_issue_online
The Journal of Clinical
Pharmacology
0091-2700 1961-01-01
Title change resources
Ulrichsweb (Proquest product)
ISSN Portal (International ISSN Centre)
Library catalogs (i.e. Library of Congress, National Libraries)
Quiz!
Which of the following titles are not properly formatted for KBART?
a) JASIST
b) New England Journal of Medicine
c) Nature
d) Phys. Rev., A. Gen. Phys.
Quiz!
Which of the following titles are not properly formatted for KBART?
a) JASIST Journal of the Association for Information Science and
Technology
b) New England Journal of Medicine The New England Journal of
Medicine
c) Nature
d) Phys. Rev., A. Gen. Phys. Physical Review A., General Physics
print_identifier
For serials, provide the ISSN. Use all 9 characters, including the hyphen
and check digit.
◦ Book series/conference proceedings may also have serial ISSNs.
◦ Where multiple ISSNs exist, only the print format should be used.
0378-4363
03784363
378-4363
online_identifier
For serials, provide the e-ISSN. Use all 9 characters, including the
hyphen and check digit.
1476-6256
20449887
Series and proceedings may have e-ISSNs too.
Additional identifiers may be included as extra data after the last
utilized position (access_type in position 25).
online_identifier
Don’t reuse online identifiers
publication_title print_identifier online_identifier date_first_issue_
online
date_last_issue_
online
European Journal
of Forest
Pathology
0300-1237 1439-0329 1997 1999
Forest Pathology 1437-4781 1439-0239 2000
publication_title print_identifier online_identifier date_first_issue_
online
date_last_issue_
online
European Journal
of Forest
Pathology
0300-1237 1997 1999
Forest Pathology 1437-4781 1439-0239 2000
date_first_issue_online
Date of first serial issue available online that is part of the package
described.
Use the ISO 8601 date format for all dates.
Non-numeric dates (e.g., Spring or Summer) are not supported in ISO
8601.
1991-01
(First issue online January 1991)
2007
(First issue online 2007 annual volume)
2013-05-01
(First issue online May 1, 2013)
Examples of dates in ISO 8601
Use only those parts of the date data that apply.
Date Date in ISO 8601 format
May 24, 2013 2013-05-24
January 18, 2012 2012-01-18
April 2014 2014-04
January 2015 2015-01
1999 1999
num_first_vol_online
Give the volume number of the first issue online that is part of the
package described.
Do not use captions (e.g., “vol.” or “v.”).
The house style for citing content may be used, if appropriate.
34
v. 34
Vol. 34
num_first_issue_online
Give the issue number of the first issue online that is part of the
package described.
Do not use captions (e.g., “no.” or “n.”).
Do not include supplement or part values.
The house style for citing content may be used (e.g., an alphanumeric
value).
1
No. 1
n. 1
1A
date_last_issue_online
Date of last serial issue available online that is part of the package
described.
Use the ISO 8601 date format for all dates.
Leave this field blank if the journal is available “to the present.”
date_first_issue_online date_last_issue_online Interpretation
2012-05
2001-09-15 2008-03-15
1967-02 1986-04
May 2012 to the present
Sept. 15th 2001 to Mar.
15th 2008
Feb. 1967 to Apr. 1986
num_last_vol_online
Give the volume number of the first issue online that is part of the
package described.
Do not use captions (e.g., “vol.” or “v.”).
The house style for citing content may be used, if appropriate.
num_last_issue_online
Give the issue number of the first issue online that is part of the
package described.
Do not use captions (e.g., “no.” or “n.”).
Do not include supplement or part values.
The house style for citing content may be used (e.g., an alphanumeric
value).
Quiz!
In which columns should the following types of ISSNs be included?
a) Print ISSN
b) Electronic ISSN
c) Microfilm ISSN
d) Linking ISSN
Quiz!
In which columns should the following types of ISSNs be included?
a) Print ISSN – print_identifier
b) Electronic ISSN – online_identifier
c) Microfilm ISSN – custom field after position 25
d) Linking ISSN – custom field after position 25
Quiz!
Which of the following are properly formatted for
date_first_issue_online?
a) 2007
b) 01/13/1983
c) Summer 2000
d) 1883-01-01
Quiz!
Which of the following are properly formatted for
date_first_issue_online?
a) 2007
b) 01/13/1983 1983-01-13
c) Summer 2000 2000-07
d) 1883-01-01
title_url
For serials, this page should link to a listing of the available volumes and
issues.
title_url
For conference proceedings and book series titles, provide the URL that
points to the series in general, not a specific volume.
title_id
Give the proprietary identifier for the content title, if you use a title
identifier to create links to content.
If more than one identifier exists, supply the title identifier used for
linking.
This field may be left blank, but it would be preferable to include a
title_id if one exists.
For series titles, provide the ID associated with the series, not a specific
volume.
title_id
embargo_info
Embargoes are most often the result of contractual limitations
established between the publisher and content provider.
All embargoes involve a “moving wall”, a point in time that is relative to
the present date. (e.g. 12 months ago).
This data field reflects the limitation on when resources become
available online.
The embargo statement has three components: type, length and units.
embargo_info
Type – Could be one of two values:
◦ “R” (“recurring”) is used if access to the journal begins at the moving wall.
◦ “P” (“period”) is used if access ends at the moving wall.
Length – use an integer to express the length of the embargo.
Units – Supply the units for the number used in the “length” value.
◦ “D” is used for days
◦ “M” is used for months
◦ “Y” is used for years
Embargo examples
Data Value Scenario
R365D A newspaper database provides access to content for the previous year
P1Y
A journal has a subscription model that gives customers access to all issues
except the current calendar year.
P2Y
A journal provides access to all content except for the previous and current
calendar year.
R5Y A journal has an access model that only supplies the past 5 years of content.
P180D
A journal aggregator provides access to all content except for the past 180
days.
R1Y
A provider gives customers access to one “calendar year” of journal content
starting in January of the current year.
coverage_depth
Indicate the extent to which content is covered within the coverage
range and embargo fields.
This field can contain three values:
◦ fulltext – Indicates that the fulltext of the journal/monograph is available.
◦ selected articles – Indicates that coverage includes the fulltext of some, but
not all articles. Coverage policy should be outlined in the notes field.
◦ abstracts – Indicates that coverage includes only abstracts of articles.
Quiz!
Which page should the title_url field point to?
Quiz!
Which page should the title_url field point to?
Quiz
Which of the following represents a 12 month embargo on current
content?
a) P1Y
b) R12M
c) P12M
Quiz
Which of the following represents a 12 month embargo on current
content?
a) P1Y
b) R12M
c) P12M
notes
This is an optional free-text field.
May be used to provide more details pertaining to coverage depth and
other exclusions in content.
Excludes letters and books reviews.
Certain articles are Open Access supported by author fees.
Excludes graphics.
publisher_name
Provide the publisher name of the serial.
Do not confuse with the name of a third-party hosting platform.
American Antiquity
Hosted on IngentaConnect
Published by Society for American Archaeology
Aquatic Toxicology
Hosted on Scholars Portal
Published by Elsevier
publication_type
This field must contain one of two possible values:
◦ Serial – a journal, conference proceeding serial, or series title
◦ Monograph – an independent book or a volume within a series
preceding_publication_title_id
Indicate the identifier of the preceding serial title if there has been a
change in the title.
Field should contain the same value as the title_id of the preceding title
in the file.
Only include the title_id immediately preceding the title being
described.
publication_title title_id Preceeding_public
ation_title_id
Academic Pediatrics 18762859 15301567
Ambulatory Pediatrics 15301567
access_type
F = Free content
◦ 100% of the content must be free
P = Paid content
◦ If a title has a mix of paid and Open Access or free content, the access type
for a title should be indicated as fee-based, with the value “P.”
access_type
In the case of a hybrid title with both free and with paid content, the
title records should be repeated as many times as necessary to indicate
coverage ranges for each type of access.
publication_title date_first_issue_online date_last_issue_online access_type
Acta Tropica 1995-03 2014-12 P
Acta Tropica 2015-01 2015-01 F
Acta Tropica 2015-02 P
Quiz!
What are examples of values that can go in the following fields?
a) Coverage Depth
b) Publication Type
c) Access Type
Quiz!
What are examples of values that can go in the following fields?
a) Coverage Depth – fulltext, selected articles, abstracts
b) Publication Type – serial, monograph
c) Access Type – free, paid
Quiz!
In what fields might you see the provider’s unique identifier appear?
Quiz
In what fields might you see the provider’s unique identifier appear?
title_url
title_id
preceding_publication_id
Activity:
Spot the errors in a KBART file
Use the review template and data sheet provided to spot as many
errors as possible in this KBART file.
Online versions of documents:
Worksheet: https://goo.gl/rdLhlk
Data: https://goo.gl/kXtEmB
To create a working copy, choose File>Make a copy… or File>Download
as...
KBART for E-Books
I’ll be covering…
Any textual work that isn’t a serial
◦ Book
◦ Dissertations
◦ Legal works
◦ Reports
◦ Fact sheets
◦ Manuscripts
◦ Transcripts
◦ Graphic novels
◦ Etc.
I’ll also be covering…
Individual volumes of conference proceedings and monographic series
Some tips…
◦ Book series and conference proceedings series are treated as a serial.
◦ Individual volumes treated as
a monograph.
◦ In the KBART file, connections
are made between the series
and its component volumes.
KBART Phase II and e-books
KBART Phase II now accommodates e-book metadata.
Monograph specific fields have been created
◦ date_monograph_published_print
◦ date_monograph_published_online
◦ monograph_volume
◦ monograph_edition
◦ first_editor
KBART Phase I field first_author should be used for monographs only.
KBART Phase II and e-books
Some fields do not apply to monographs:
◦ date_first_issue_online
◦ num_first_vol_online
◦ num_first_issue_online
◦ date_last_issue_online
◦ num_last_vol_online
◦ num_last_issue_online
Remaining fields can be used for both serials and monographs (i.e.
publication_title, title_url, title_id).
publication_title
Give the full name of the publication as it appears on the print edition
or on its web home page.
Special characters should be encoded using the UTF-8 character set.
Package titles should not be given as individual titles within metadata
files.
Leading articles should be included in natural language order.
publication_title
Hidden Lives of Brahman, The
The Hidden Lives of Brahman
Bioinformatics and Functional Genomics, Second Edition
Bioinformatics and Functional Genomics
NOTE: Edition information is recorded in monograph_edition field
Introduction to Modeling in Physiology and Medicine
publication_title
Volume 1: Rescuing the Enlightenment from Itself
Rescuing the Enlightenment from Itself
NOTE: Volume information is recorded in monograph_volume field.
Aaron Wildavsky Forum for Public Policy, Volume 4 : Falling Behind :
How Rising Inequality Harms the Middle Class (2nd Edition)
Falling Behind: How Rising Inequality Harms the Middle Class
NOTE: Volume information is recorded in monograph_volume field.
Edition information is recorded in monograph_edition field. Book series
should be described separately.
print_identifier
For books, use the ISBN-13 identifier, as available.
Link resolvers can convert from the 10-digit ISBN, if necessary.
Where multiple ISBNs exist, only the print format should be used.
Additional identifiers may be included as extra data after the last
utilized position (access_type in position 25).
online_identifier
For monographs, provide the e-ISBNs for a title, if one has been created.
Additional identifiers may be included as extra data after the last
utilized position (access_type in position 25).
Format identifier examples
Additional identifiers may be included as extra data in field after the last
KBART utilized position (access_type, position 25)
Online format identifier
Print format identifier
Identifiers for book series and
conference proceedings
print_identifier
◦ Book series/conference proceedings may have serial ISSNs
◦ Each volume may have its own ISBN
online_identifier
◦ Book series/conference proceedings may have serial e-ISSNs
◦ Each volume may have its own e-ISBN
Quiz!
Which of the following monograph titles are properly formatted?
a) Princeton Legacy Library : Role of Providence in the Social Order : An Essay
in Intellectual History
b) The State and Labor in Modern Japan
c) War Against the Peasantry, 1927-1930, Volume 1
d) Eye and Brain : The Psychology of Seeing (5th Edition)
Quiz!
Which of the following monograph titles are properly formatted?
a) Princeton Legacy Library : Role of Providence in the Social Order : An Essay
in Intellectual History Role of Providence in the Social Order: An Essay in
Intellectual History
b) The State and Labor in Modern Japan
c) War Against the Peasantry, 1927-1930, Volume 1 War Against the
Peasantry, 1927-1930
d) Eye and Brain : The Psychology of Seeing (5th Edition) Eye and Brain : The
Psychology of Seeing
Quiz!
You are listing an individual volume of a book series. How do you fill in
the print_identifier?
a) Check the Tea Leaves, see what has been ordained by the Publishing Gods
b) ISSN of the Book Series
c) I’ll use my internal coding number that isn’t publicly communicated in any
way
d) ISBN
Quiz!
You are listing an individual volume of a book series. How do you fill in
the print_identifier?
a) Check the Tea Leaves, see what has been ordained by the Publishing Gods
b) ISSN of the Book Series
c) I’ll use my internal coding number that isn’t publicly communicated in any
way
d) ISBN Use the ISBN! Save the ISSN for the Series/Proceeding level listing.
title_url
For monographs, this page should link to a table of contents.
title_url
For book series or conference proceedings the title_url for the series
should be different that the title_url for each volume
first_author
For monographs, give the last name of the book’s first author.
Title: 100 Decisive battles : from ancient times to the present
Author: Paul K. Davis
Title: Electrocardiography of Laboratory Animals
Authors: Jeffrey W. Richig and Meg M. Sleeper
Title: Helicopters : An Illustrated History of Their Impact
Authors: Stanley S. McGowen
Title: Mathematical foundations of elasticity
Authors: Jerrold Marsden and Thomas J. R. Hughes
title_id
Give the proprietary identifier for the content title, if you use a title
identifier to create links to content.
If more than one identifier exists, supply the title identifier used for
linking.
For a book series or conference proceedings, the title_id for each
volume should be different than the title_id for the series.
title_id
title_id
title_id
title_id
coverage_depth
Indicates the extent to which content is covered within the coverage
range and embargo fields.
This field can contain three values:
◦ fulltext – Indicates that the fulltext of the journal/monograph is available.
◦ selected articles – Indicates that coverage includes the fulltext of some, but
not all articles. Coverage policy should be outlined in the notes field.
◦ abstracts – Indicates that coverage includes only abstracts of articles.
notes
This is an optional free-text field.
May be used to provide more details pertaining to coverage depth and
other exclusions in content.
Notes can be displayed verbatim in the link resolver so users can
identify exclusion in content.
Excludes images.
Published under CC-BY license.
publisher_name
Provide the name of the publisher of the monograph.
Do not confuse with the name of a third-party hosting platform.
This data field is of particular importance for packages containing
content from multiple publishers.
publisher_name
Unearthing Conflict: Corporate Mining, Activism, and Expertise in Peru
◦ Published by Duke University Press
◦ Hosted by HighWire Press
Absent Minds: Intellectuals in Britain
◦ Published by Oxford University Press
◦ Hosted by MyiLibrary
Quiz!
For the following publication, what value should be placed in the
first_author field?
Counterterrorism : A Reference Handbook
By Rohan Gunaratna and Graeme C. S. Steven
Edited by Mildred Vasan
Quiz!
For the following publication, what value should be placed in the
first_author field?
Counterterrorism : A Reference Handbook
By Rohan Gunaratna and Graeme C. S. Steven
Edited by Mildred Vasan
Gunaratna
Quiz!
You are listing the following ebrary book in a KBART file. What value
would be placed in the publisher_name field?
Lizards in an evolutionary tree: the ecology of adaptive
radiation in anoles by Jonathan B. Losos
Berkeley: University of California Press, 2009
http://site.ebrary.com/lib/Top?id=11047697
Quiz!
You are listing the following ebrary book in a KBART file. What value
would be placed in the publisher_name field?
Lizards in an evolutionary tree: the ecology of adaptive
radiation in anoles by Jonathan B. Losos
Berkeley: University of California Press, 2009
http://site.ebrary.com/lib/Top?id=11047697
University of California Press
publication_type
publication_type should contain one of two possible values:
Serial – a journal serial or conference proceeding serial.
Monograph – a book or an individual volume within a conference
proceeding serial.
date_monograph_published_
print
Provide the date when the e-book or conference proceeding volume
was published in print.
This data field is mandatory, except where content is born digital (i.e. no
print version exists).
Date format: YYYY-MM-DD
Use only those parts of the date data that apply.
date_monograph_published_
online
Provide the date when the e-book or conference proceeding was
published online.
Date format: YYYY-MM-DD
Use only those parts of the date data that apply.
Date Monograph First Published Online KBART date
November 30, 2007
June 2012
1988
2007-11-30
2012-06
1988
monograph_volume
Provide the volume number of the monograph, if applicable.
Use of text is acceptable.
Consistency in use of numbers vs. text is essential.
Aaron Wildavsky Forum for Public Policy, Volume 4 : Falling Behind :
How Rising Inequality Harms the Middle Class (2nd Edition)
Acceptable values for monograph_volume:
4
Vol. 4
Volume 4
Just be consistent in the way volumes are recorded!
monograph_edition
For books, indicate the number of the edition, if applicable.
It may be that additional text is needed after the edition, e.g., “8th ed.
Revised”.
Use of text is acceptable.
Consistency in use of numbers vs. text is essential.
first_editor
For monographs, give the last name of the book’s first editor if there is
one.
Title: America in Revolt During the 1960s and 1970s
Editors: Rodney P. Carlisle and J. Geoffrey Golson
Title: Animal Biotechnology
Editors: Ashish Verma and Anchal Singh
Title: Oxford Handbook of Greek and Roman Comedy
Editors: Michael Fontaine and Adele C. Scafuro
Title: Marketing
Editors: P. Kotler, L. Brown, S. Burton, K.R. Deans and G. Armstrong
Quiz!
You are listing an individual volume of a conference proceeding. Do you
list the publication type as:
a) Serial
b) Proceeding
c) Monograph
d) Leave it blank and hope no one notices
Quiz!
You are listing an individual volume of a conference proceeding. Do you
list the publication type as:
a) Serial
b) Proceeding
c) Monograph Let it revel in being the monograph it really is!
d) Leave it blank and hope no one notices
Quiz
Which of the following editions statements are not correctly formatted
for the monograph_edition field?
a) 5th ed. Revised
b) 2
c) 2 ed.
d) Vol. 2
Quiz
Which of the following editions statements are not correctly formatted
for the monograph_edition field?
a) 5th ed. Revised
b) 2
c) 2 ed.
d) Vol. 2 This is a volume number and belongs in the monograph_volume
field.
All edition statements are acceptable, just be
consistent in the use of numbers vs. text
parent_publication_title_id
If a monograph belongs to a conference proceeding series or an e-book
series, then this field should be populated.
The value of this field should be same as the title_id of the book series
or the conference proceedings series that it belongs to.
access_type
The access_type field has 2 possible values:
F = Free content
◦ 100% of the content must be free
P = Paid content
◦ If a title has only some Open Access or free content the access type for a title
should be indicated as fee-based, with the value “P.”
Activity:
Build your own KBART file
Activity:
Build your own KBART file
Using the title list and template provided, create your own KBART file.
Online versions of documents
KBART Template: https://goo.gl/0UIpT0
Title List: https://goo.gl/PvaI8L
To create a working copy, choose File>Make a copy… or File>Download
as...
Non-KBART RP-covered
content types
Non-KBART RP-covered
content types
KBART does not currently support content types other than serials and
monographs.
In the interim, use the publication_type “Other” to describe non-KBART
RP-covered content types (audio, video, image, blog post, etc.).
Use the existing fields as appropriate (title_url, publisher_name, etc.).
Additional fields offered are at your discretion.
Non-KBART RP-covered
content types
Include any content type-specific information in the optional
uncontrolled/extended KBART fields (after the KBART RP fields).
Please ask if you want advice on how to represent this content or if you
have any specific concerns or questions.
Next steps for KBART
“where does these footsteps lead to ?” by Vinoth Chandar is licensed under CC BY 2.0.
What’s next for KBART?
Continuing Standing Committee focus
Focus on education and outreach
Exploring cross-recommendation collaborations (such as ODI)
Changes in the industry (non-textual content, library-specific
entitlements)
Potential changes to the scope of KBART
QUESTIONS?
kbart@niso.org
http://www.niso.org/workrooms/kbart

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Deep Dive Into KBART

  • 1. A Deep Dive Into A TUTORIAL FOR CONTENT PROVIDERS NASIG 2016
  • 2. Introductions – us! Sheri Meares Senior Director, Knowledge Base, EBSCO smeares@ebsco.com Marlene van Ballegooie Metadata Technologies Manager, University of Toronto Libraries m.vanballegooie@utoronto.ca Kristen Wilson Associate Head of Acquisitions & Discovery, NC State University Libraries kristen_wilson@ncsu.edu
  • 3. Introductions – you! What is your name and where are you from? What is your interest in KBART? Do you currently use KBART in any way? If you only take one thing away from this workshop, what do you hope it will be?
  • 4. Agenda Introduction to KBART Supply chain perspectives Metadata exchange --- KBART for serials Serials activity --- KBART for monographs Monographs activity Wrap up
  • 5. What is KBART? Knowledge Bases And Related Tools UKSG/NISO Working group (2007-2014) NISO Standing Committee (2014-present)
  • 6. (Very brief) history of KBART James Culling’s 2007 UKSG Report ◦ “Link Resolvers and the Serials Supply Chain” ◦ http://www.uksg.org/projects/linkfinal KBART Aim: Develop a recommended practice to ensure the timely transfer of accurate data to knowledge bases and link resolver providers. Phase 1 – Completed in 2010 ◦ Main focus was on metadata for serials Phase 2 – Completed in 2014 ◦ Build on Phase 1 recommendations ◦ Focus on e-book, Open Access and consortia metadata
  • 7. Who is KBART? Cross-industry Information professionals Working together … is easier
  • 8. KBART administration • Magaly Bascones, JISC • Ben Johnson, ProQuest Co-chairs: • Nettie Lagace, Associate Director for Programs NISO representative:
  • 9. KBART standing committee Content providers • Kathy Marcaccio (Gale Cengage Learning) • Julie Zhu (IEEE) • Noah Levin (Springer) • Laird Barrett (Taylor & Francis Group) Knowledgebase vendors • Sheri Meares (EBSCO Information Services) • Christine Stohn (Ex Libris, Inc.) • Kristen Wilson (GOKb) • Ben Johnson (ProQuest) • Bill Brembeck (OCLC) Librarians •Dominic Benson (Brunel University London) •Magaly Bascones (Jisc) •Kristen Wilson (NC State University) •Marlene van Ballegooie (University of Toronto)
  • 12. Knowledge base supply chain Vendors are dependent upon content providers for the data in knowledge bases Vendors acquire data • From libraries • Website • File delivery • Automation Vendor ingests metadata into KB • Extract • transform • loads data Libraries use KB data to manage, discover and connect to resources they pay for Content Provider Vendor Library
  • 13. What is a content provider? Content Provider (or just provider) is an organization that provides access to online content, either paid or free •DOAJ, DOAB, ROAR, OpenDOAR, Etc. •EBSCO, ProQuest, Gale, Etc. •Archive •Repository •IEEE, Gale, T&F, Springer, Etc. Publisher Library- hosted Open Access Portal Aggregator
  • 14. What is a vendor? A vendor is an organization that creates library systems products and services (using KBs)
  • 15. What is KBART? Recommendations for the transmission of data to knowledge bases (KBs) Title and package data of electronic serials and books Purchased/leased/accessed by libraries Transparency of data exchanged
  • 17. Why adopt KBART guidelines? Expose your content to greater usage ◦ OpenURL link resolvers and discovery services rely on publisher-supplied knowledge base data ◦ Accurate data increases exposure and usage of fulltext content and leads to better interoperability and access. Universally accepted data format ◦ Provides a standardized way to exchange and update product availability details across the supply chain. ◦ Human-readable title list for marketing and product information. Immediate return on investment ◦ Single source where content providers can refer knowledge base providers, aggregators, consortia and libraries.
  • 18. KBART endorsement process 1. Indicate your interest by contacting a KBART working group member at: kbart@niso.org 2. Read the requirements, accessible via http://www.niso.org/workrooms/kbart. The recommended practice also includes a data sample file 3. Format your e-journal and e-book content availability data to meet the requirements 4. Ensure that you have a process in place for regular data exchange as outlined in section 5.2 of the KBART report 5. Register your organization on the KBART registry website (sites.google.com/site/kbartregistry/), providing a link to download the newly KBART formatted dataset(s) 6. KBART will provide a logo for your site and issue a press release 7. Provide the KBART formatted data (or its download location) to your supply chain contacts
  • 20. Three perspectives on the value of KBART
  • 21. Content provider perspective Discovery and good metadata = $$$$ ◦ If customers can’t find and access what they purchased then usage disappears Let the customer know what they purchased! ◦ The department that made the purchase is often not the same group that manages the content & data. Support the purchase of content by providing appropriate data Provide data as widespread as possible ◦ Send to knowledge bases ◦ Public access to title lists
  • 22. Content provider challenges Legacy Systems Prioritization within the organization ◦ Convincing management of the importance ◦ Getting on an IT/technical roadmap Data clean-up efforts that will make you cry Staying ahead of the curve
  • 23. KB vendor challenges Building relationships with content providers Gathering data (varied formats, accuracy, consistency, and completeness) Validating, correcting, and enriching the data Converting it to the internal knowledge base format Performing quality assurance Keeping the knowledge base current
  • 24. Why is KBART important to vendors? KBART provides a common format and schedule for data to be supplied ◦ Lower risk of errors ◦ Increased timeliness ◦ Reduced effort required to correct/compare common data Vendors work with data from thousands of providers ◦ De-duplicate results for the same title ◦ New York Times/ N.Y. Times/New York Times (Late New York Edition) = New York Times ◦ Disambiguate ◦ Times (London, England : 1788)/ Times (Gainesville, Ga.)/ Times (Charleston, S.C.) Enables vendors to focus on enhancing and enriching the data within the knowledge base
  • 26. Library perspective Errors and inconsistencies in knowledge base data cause services to break down.
  • 27. Library perspective Better data leads to a better user experience.
  • 28. Library perspective KBART files are a good source of well-formatted data describing content libraries have purchased.
  • 30. Method of exchange Posting holdings data to a dedicated webpage or FTP site is preferable. E-mail exchange is not ideal because it is more difficult to incorporate into automated processing routines. However, if posting to the web or FTP is unachievable, email is an acceptable alternative.
  • 31. Frequency of exchange A monthly metadata update is recommended. If content is updated less frequently, you may choose a less frequent update schedule; more frequent content changes may require a more frequent update schedule.
  • 32. File naming File naming convention ◦ [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt Provider Name ◦ Should be the platform at which the data is hosted. Region/Consortium ◦ Should include any information based on where the package is sold, or to what consortium it applies.
  • 33. File naming Package Name ◦ Files should be named as customers would expect to see them labeled in the knowledge base. Date ◦ File creation date using the ISO 8601 date format TaylorandFrancis_Global_AllTitles_2014-08-30.txt IOP_CRKN_ElectronicJournals_2015-01-01.txt Springer_Asia-Pacific_Medicine_2015-01-28.txt OECD_Global_AllTitles_2013-12-10.txt MUSE_Global_Books2014Complete_2014-11-19.txt
  • 34. Quiz! True or false? KBART files should be generated for all available collections sold by a content provider, including Consortia deals if they differ from a standard collection.
  • 35. Quiz! True or false? KBART files should be generated for all available collections sold by a content provider, including Consortia deals if they differ from a standard collection. True
  • 36. File format, fields, and labels All metadata should be provided as plain text. Text should be encoded as UTF-8. Tab separated metadata file with column headers. All fields are mandatory, if they exist. Every field should appear in the order presented in KBART recommendation 6.6.1.
  • 37. Extra fields If it is desired to transmit additional information for purposes not required by the KBART Recommended Practice, extra data fields can be added after the last KBART utilized position, (access_type in position 25).
  • 38. Quiz! What is the ideal method for delivering KBART lists? a) E-mail b) FTP site c) Dedicated webpage d) B and C Which of the following is the correct syntax for naming a KBARTII file? a) [PackageName]_[YYYY-MM-DD].txt b) [ProviderName]_[PackageName]_[YYYY-MM-DD].txt c) [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt d) None of the above
  • 39. Quiz! What is the ideal method for delivering KBART lists? a) E-mail b) FTP site c) Dedicated webpage d) B and C Which of the following is the correct syntax for naming a KBARTII file? a) [PackageName]_[YYYY-MM-DD].txt b) [ProviderName]_[PackageName]_[YYYY-MM-DD].txt c) [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt d) None of the above
  • 40. KBART for Serial Publications
  • 41. I’ll be covering… Serials – journals, annuals, newspapers, etc. Conference proceedings – series titles only Monographic series – series titles only (Individual volumes will be covered when we talk about monographs.)
  • 43. KBART for serials Some fields are never used for serials ◦ date_monograph_published_print ◦ date_monograph_published_online ◦ monograph_volume ◦ monograph_edition ◦ first_author ◦ first_editor
  • 44. publication_title Full name of the serial title as it appears on the print edition or home page Avoid abbreviations Include lead articles British Medical Journal BMJ The Holocene Holocene
  • 45. publication_title Enter book series/conference proceedings series titles as serial titles. Volume titles will be entered separately as monographs. Methods in Enzymology Lecture Notes in Computer Science Proceedings of Symposia in Applied Mathematics
  • 46. Handling title changes Publishers should provide title history information if available. Previous titles of a serial should be listed as separate entries, with their own set of coverage dates corresponding to the period of time in which that title was used. The Preceding Publication Identifier can be used to indicate relationships between previous and later titles.
  • 47. Handling title changes publication_title print_identifier date_first_issue_online date_last_issue_online Journal of New Drugs 0096-0284 1961-01-01 1966-21-31 Journal of Clinical Pharmacology and the Journal of New Drugs 0095-9863 1967-01-01 1970-12-31 The Journal of Clinical Pharmacology and New Drugs 0021-9754 1971-01-01 1973-12-31 The Journal of Clinical Pharmacology 0091-2700 1974-01-01 publication_title print_identifier date_first_issue_online date_last_issue_online The Journal of Clinical Pharmacology 0091-2700 1961-01-01
  • 48. Title change resources Ulrichsweb (Proquest product) ISSN Portal (International ISSN Centre) Library catalogs (i.e. Library of Congress, National Libraries)
  • 49.
  • 50.
  • 51.
  • 52. Quiz! Which of the following titles are not properly formatted for KBART? a) JASIST b) New England Journal of Medicine c) Nature d) Phys. Rev., A. Gen. Phys.
  • 53. Quiz! Which of the following titles are not properly formatted for KBART? a) JASIST Journal of the Association for Information Science and Technology b) New England Journal of Medicine The New England Journal of Medicine c) Nature d) Phys. Rev., A. Gen. Phys. Physical Review A., General Physics
  • 54. print_identifier For serials, provide the ISSN. Use all 9 characters, including the hyphen and check digit. ◦ Book series/conference proceedings may also have serial ISSNs. ◦ Where multiple ISSNs exist, only the print format should be used. 0378-4363 03784363 378-4363
  • 55. online_identifier For serials, provide the e-ISSN. Use all 9 characters, including the hyphen and check digit. 1476-6256 20449887 Series and proceedings may have e-ISSNs too. Additional identifiers may be included as extra data after the last utilized position (access_type in position 25).
  • 56. online_identifier Don’t reuse online identifiers publication_title print_identifier online_identifier date_first_issue_ online date_last_issue_ online European Journal of Forest Pathology 0300-1237 1439-0329 1997 1999 Forest Pathology 1437-4781 1439-0239 2000 publication_title print_identifier online_identifier date_first_issue_ online date_last_issue_ online European Journal of Forest Pathology 0300-1237 1997 1999 Forest Pathology 1437-4781 1439-0239 2000
  • 57. date_first_issue_online Date of first serial issue available online that is part of the package described. Use the ISO 8601 date format for all dates. Non-numeric dates (e.g., Spring or Summer) are not supported in ISO 8601. 1991-01 (First issue online January 1991) 2007 (First issue online 2007 annual volume) 2013-05-01 (First issue online May 1, 2013)
  • 58. Examples of dates in ISO 8601 Use only those parts of the date data that apply. Date Date in ISO 8601 format May 24, 2013 2013-05-24 January 18, 2012 2012-01-18 April 2014 2014-04 January 2015 2015-01 1999 1999
  • 59. num_first_vol_online Give the volume number of the first issue online that is part of the package described. Do not use captions (e.g., “vol.” or “v.”). The house style for citing content may be used, if appropriate. 34 v. 34 Vol. 34
  • 60. num_first_issue_online Give the issue number of the first issue online that is part of the package described. Do not use captions (e.g., “no.” or “n.”). Do not include supplement or part values. The house style for citing content may be used (e.g., an alphanumeric value). 1 No. 1 n. 1 1A
  • 61. date_last_issue_online Date of last serial issue available online that is part of the package described. Use the ISO 8601 date format for all dates. Leave this field blank if the journal is available “to the present.” date_first_issue_online date_last_issue_online Interpretation 2012-05 2001-09-15 2008-03-15 1967-02 1986-04 May 2012 to the present Sept. 15th 2001 to Mar. 15th 2008 Feb. 1967 to Apr. 1986
  • 62. num_last_vol_online Give the volume number of the first issue online that is part of the package described. Do not use captions (e.g., “vol.” or “v.”). The house style for citing content may be used, if appropriate.
  • 63. num_last_issue_online Give the issue number of the first issue online that is part of the package described. Do not use captions (e.g., “no.” or “n.”). Do not include supplement or part values. The house style for citing content may be used (e.g., an alphanumeric value).
  • 64. Quiz! In which columns should the following types of ISSNs be included? a) Print ISSN b) Electronic ISSN c) Microfilm ISSN d) Linking ISSN
  • 65. Quiz! In which columns should the following types of ISSNs be included? a) Print ISSN – print_identifier b) Electronic ISSN – online_identifier c) Microfilm ISSN – custom field after position 25 d) Linking ISSN – custom field after position 25
  • 66. Quiz! Which of the following are properly formatted for date_first_issue_online? a) 2007 b) 01/13/1983 c) Summer 2000 d) 1883-01-01
  • 67. Quiz! Which of the following are properly formatted for date_first_issue_online? a) 2007 b) 01/13/1983 1983-01-13 c) Summer 2000 2000-07 d) 1883-01-01
  • 68. title_url For serials, this page should link to a listing of the available volumes and issues.
  • 69. title_url For conference proceedings and book series titles, provide the URL that points to the series in general, not a specific volume.
  • 70. title_id Give the proprietary identifier for the content title, if you use a title identifier to create links to content. If more than one identifier exists, supply the title identifier used for linking. This field may be left blank, but it would be preferable to include a title_id if one exists. For series titles, provide the ID associated with the series, not a specific volume.
  • 72. embargo_info Embargoes are most often the result of contractual limitations established between the publisher and content provider. All embargoes involve a “moving wall”, a point in time that is relative to the present date. (e.g. 12 months ago). This data field reflects the limitation on when resources become available online. The embargo statement has three components: type, length and units.
  • 73. embargo_info Type – Could be one of two values: ◦ “R” (“recurring”) is used if access to the journal begins at the moving wall. ◦ “P” (“period”) is used if access ends at the moving wall. Length – use an integer to express the length of the embargo. Units – Supply the units for the number used in the “length” value. ◦ “D” is used for days ◦ “M” is used for months ◦ “Y” is used for years
  • 74. Embargo examples Data Value Scenario R365D A newspaper database provides access to content for the previous year P1Y A journal has a subscription model that gives customers access to all issues except the current calendar year. P2Y A journal provides access to all content except for the previous and current calendar year. R5Y A journal has an access model that only supplies the past 5 years of content. P180D A journal aggregator provides access to all content except for the past 180 days. R1Y A provider gives customers access to one “calendar year” of journal content starting in January of the current year.
  • 75. coverage_depth Indicate the extent to which content is covered within the coverage range and embargo fields. This field can contain three values: ◦ fulltext – Indicates that the fulltext of the journal/monograph is available. ◦ selected articles – Indicates that coverage includes the fulltext of some, but not all articles. Coverage policy should be outlined in the notes field. ◦ abstracts – Indicates that coverage includes only abstracts of articles.
  • 76. Quiz! Which page should the title_url field point to?
  • 77. Quiz! Which page should the title_url field point to?
  • 78. Quiz Which of the following represents a 12 month embargo on current content? a) P1Y b) R12M c) P12M
  • 79. Quiz Which of the following represents a 12 month embargo on current content? a) P1Y b) R12M c) P12M
  • 80. notes This is an optional free-text field. May be used to provide more details pertaining to coverage depth and other exclusions in content. Excludes letters and books reviews. Certain articles are Open Access supported by author fees. Excludes graphics.
  • 81. publisher_name Provide the publisher name of the serial. Do not confuse with the name of a third-party hosting platform. American Antiquity Hosted on IngentaConnect Published by Society for American Archaeology Aquatic Toxicology Hosted on Scholars Portal Published by Elsevier
  • 82. publication_type This field must contain one of two possible values: ◦ Serial – a journal, conference proceeding serial, or series title ◦ Monograph – an independent book or a volume within a series
  • 83. preceding_publication_title_id Indicate the identifier of the preceding serial title if there has been a change in the title. Field should contain the same value as the title_id of the preceding title in the file. Only include the title_id immediately preceding the title being described. publication_title title_id Preceeding_public ation_title_id Academic Pediatrics 18762859 15301567 Ambulatory Pediatrics 15301567
  • 84. access_type F = Free content ◦ 100% of the content must be free P = Paid content ◦ If a title has a mix of paid and Open Access or free content, the access type for a title should be indicated as fee-based, with the value “P.”
  • 85. access_type In the case of a hybrid title with both free and with paid content, the title records should be repeated as many times as necessary to indicate coverage ranges for each type of access. publication_title date_first_issue_online date_last_issue_online access_type Acta Tropica 1995-03 2014-12 P Acta Tropica 2015-01 2015-01 F Acta Tropica 2015-02 P
  • 86. Quiz! What are examples of values that can go in the following fields? a) Coverage Depth b) Publication Type c) Access Type
  • 87. Quiz! What are examples of values that can go in the following fields? a) Coverage Depth – fulltext, selected articles, abstracts b) Publication Type – serial, monograph c) Access Type – free, paid
  • 88. Quiz! In what fields might you see the provider’s unique identifier appear?
  • 89. Quiz In what fields might you see the provider’s unique identifier appear? title_url title_id preceding_publication_id
  • 90. Activity: Spot the errors in a KBART file Use the review template and data sheet provided to spot as many errors as possible in this KBART file. Online versions of documents: Worksheet: https://goo.gl/rdLhlk Data: https://goo.gl/kXtEmB To create a working copy, choose File>Make a copy… or File>Download as...
  • 92. I’ll be covering… Any textual work that isn’t a serial ◦ Book ◦ Dissertations ◦ Legal works ◦ Reports ◦ Fact sheets ◦ Manuscripts ◦ Transcripts ◦ Graphic novels ◦ Etc.
  • 93. I’ll also be covering… Individual volumes of conference proceedings and monographic series Some tips… ◦ Book series and conference proceedings series are treated as a serial. ◦ Individual volumes treated as a monograph. ◦ In the KBART file, connections are made between the series and its component volumes.
  • 94. KBART Phase II and e-books KBART Phase II now accommodates e-book metadata. Monograph specific fields have been created ◦ date_monograph_published_print ◦ date_monograph_published_online ◦ monograph_volume ◦ monograph_edition ◦ first_editor KBART Phase I field first_author should be used for monographs only.
  • 95. KBART Phase II and e-books Some fields do not apply to monographs: ◦ date_first_issue_online ◦ num_first_vol_online ◦ num_first_issue_online ◦ date_last_issue_online ◦ num_last_vol_online ◦ num_last_issue_online Remaining fields can be used for both serials and monographs (i.e. publication_title, title_url, title_id).
  • 96. publication_title Give the full name of the publication as it appears on the print edition or on its web home page. Special characters should be encoded using the UTF-8 character set. Package titles should not be given as individual titles within metadata files. Leading articles should be included in natural language order.
  • 97. publication_title Hidden Lives of Brahman, The The Hidden Lives of Brahman Bioinformatics and Functional Genomics, Second Edition Bioinformatics and Functional Genomics NOTE: Edition information is recorded in monograph_edition field Introduction to Modeling in Physiology and Medicine
  • 98. publication_title Volume 1: Rescuing the Enlightenment from Itself Rescuing the Enlightenment from Itself NOTE: Volume information is recorded in monograph_volume field. Aaron Wildavsky Forum for Public Policy, Volume 4 : Falling Behind : How Rising Inequality Harms the Middle Class (2nd Edition) Falling Behind: How Rising Inequality Harms the Middle Class NOTE: Volume information is recorded in monograph_volume field. Edition information is recorded in monograph_edition field. Book series should be described separately.
  • 99. print_identifier For books, use the ISBN-13 identifier, as available. Link resolvers can convert from the 10-digit ISBN, if necessary. Where multiple ISBNs exist, only the print format should be used. Additional identifiers may be included as extra data after the last utilized position (access_type in position 25).
  • 100. online_identifier For monographs, provide the e-ISBNs for a title, if one has been created. Additional identifiers may be included as extra data after the last utilized position (access_type in position 25).
  • 101. Format identifier examples Additional identifiers may be included as extra data in field after the last KBART utilized position (access_type, position 25) Online format identifier Print format identifier
  • 102. Identifiers for book series and conference proceedings print_identifier ◦ Book series/conference proceedings may have serial ISSNs ◦ Each volume may have its own ISBN online_identifier ◦ Book series/conference proceedings may have serial e-ISSNs ◦ Each volume may have its own e-ISBN
  • 103. Quiz! Which of the following monograph titles are properly formatted? a) Princeton Legacy Library : Role of Providence in the Social Order : An Essay in Intellectual History b) The State and Labor in Modern Japan c) War Against the Peasantry, 1927-1930, Volume 1 d) Eye and Brain : The Psychology of Seeing (5th Edition)
  • 104. Quiz! Which of the following monograph titles are properly formatted? a) Princeton Legacy Library : Role of Providence in the Social Order : An Essay in Intellectual History Role of Providence in the Social Order: An Essay in Intellectual History b) The State and Labor in Modern Japan c) War Against the Peasantry, 1927-1930, Volume 1 War Against the Peasantry, 1927-1930 d) Eye and Brain : The Psychology of Seeing (5th Edition) Eye and Brain : The Psychology of Seeing
  • 105. Quiz! You are listing an individual volume of a book series. How do you fill in the print_identifier? a) Check the Tea Leaves, see what has been ordained by the Publishing Gods b) ISSN of the Book Series c) I’ll use my internal coding number that isn’t publicly communicated in any way d) ISBN
  • 106. Quiz! You are listing an individual volume of a book series. How do you fill in the print_identifier? a) Check the Tea Leaves, see what has been ordained by the Publishing Gods b) ISSN of the Book Series c) I’ll use my internal coding number that isn’t publicly communicated in any way d) ISBN Use the ISBN! Save the ISSN for the Series/Proceeding level listing.
  • 107. title_url For monographs, this page should link to a table of contents.
  • 108. title_url For book series or conference proceedings the title_url for the series should be different that the title_url for each volume
  • 109. first_author For monographs, give the last name of the book’s first author. Title: 100 Decisive battles : from ancient times to the present Author: Paul K. Davis Title: Electrocardiography of Laboratory Animals Authors: Jeffrey W. Richig and Meg M. Sleeper Title: Helicopters : An Illustrated History of Their Impact Authors: Stanley S. McGowen Title: Mathematical foundations of elasticity Authors: Jerrold Marsden and Thomas J. R. Hughes
  • 110. title_id Give the proprietary identifier for the content title, if you use a title identifier to create links to content. If more than one identifier exists, supply the title identifier used for linking. For a book series or conference proceedings, the title_id for each volume should be different than the title_id for the series.
  • 113. coverage_depth Indicates the extent to which content is covered within the coverage range and embargo fields. This field can contain three values: ◦ fulltext – Indicates that the fulltext of the journal/monograph is available. ◦ selected articles – Indicates that coverage includes the fulltext of some, but not all articles. Coverage policy should be outlined in the notes field. ◦ abstracts – Indicates that coverage includes only abstracts of articles.
  • 114. notes This is an optional free-text field. May be used to provide more details pertaining to coverage depth and other exclusions in content. Notes can be displayed verbatim in the link resolver so users can identify exclusion in content. Excludes images. Published under CC-BY license.
  • 115. publisher_name Provide the name of the publisher of the monograph. Do not confuse with the name of a third-party hosting platform. This data field is of particular importance for packages containing content from multiple publishers.
  • 116. publisher_name Unearthing Conflict: Corporate Mining, Activism, and Expertise in Peru ◦ Published by Duke University Press ◦ Hosted by HighWire Press Absent Minds: Intellectuals in Britain ◦ Published by Oxford University Press ◦ Hosted by MyiLibrary
  • 117. Quiz! For the following publication, what value should be placed in the first_author field? Counterterrorism : A Reference Handbook By Rohan Gunaratna and Graeme C. S. Steven Edited by Mildred Vasan
  • 118. Quiz! For the following publication, what value should be placed in the first_author field? Counterterrorism : A Reference Handbook By Rohan Gunaratna and Graeme C. S. Steven Edited by Mildred Vasan Gunaratna
  • 119. Quiz! You are listing the following ebrary book in a KBART file. What value would be placed in the publisher_name field? Lizards in an evolutionary tree: the ecology of adaptive radiation in anoles by Jonathan B. Losos Berkeley: University of California Press, 2009 http://site.ebrary.com/lib/Top?id=11047697
  • 120. Quiz! You are listing the following ebrary book in a KBART file. What value would be placed in the publisher_name field? Lizards in an evolutionary tree: the ecology of adaptive radiation in anoles by Jonathan B. Losos Berkeley: University of California Press, 2009 http://site.ebrary.com/lib/Top?id=11047697 University of California Press
  • 121. publication_type publication_type should contain one of two possible values: Serial – a journal serial or conference proceeding serial. Monograph – a book or an individual volume within a conference proceeding serial.
  • 122. date_monograph_published_ print Provide the date when the e-book or conference proceeding volume was published in print. This data field is mandatory, except where content is born digital (i.e. no print version exists). Date format: YYYY-MM-DD Use only those parts of the date data that apply.
  • 123. date_monograph_published_ online Provide the date when the e-book or conference proceeding was published online. Date format: YYYY-MM-DD Use only those parts of the date data that apply. Date Monograph First Published Online KBART date November 30, 2007 June 2012 1988 2007-11-30 2012-06 1988
  • 124. monograph_volume Provide the volume number of the monograph, if applicable. Use of text is acceptable. Consistency in use of numbers vs. text is essential. Aaron Wildavsky Forum for Public Policy, Volume 4 : Falling Behind : How Rising Inequality Harms the Middle Class (2nd Edition) Acceptable values for monograph_volume: 4 Vol. 4 Volume 4 Just be consistent in the way volumes are recorded!
  • 125. monograph_edition For books, indicate the number of the edition, if applicable. It may be that additional text is needed after the edition, e.g., “8th ed. Revised”. Use of text is acceptable. Consistency in use of numbers vs. text is essential.
  • 126. first_editor For monographs, give the last name of the book’s first editor if there is one. Title: America in Revolt During the 1960s and 1970s Editors: Rodney P. Carlisle and J. Geoffrey Golson Title: Animal Biotechnology Editors: Ashish Verma and Anchal Singh Title: Oxford Handbook of Greek and Roman Comedy Editors: Michael Fontaine and Adele C. Scafuro Title: Marketing Editors: P. Kotler, L. Brown, S. Burton, K.R. Deans and G. Armstrong
  • 127. Quiz! You are listing an individual volume of a conference proceeding. Do you list the publication type as: a) Serial b) Proceeding c) Monograph d) Leave it blank and hope no one notices
  • 128. Quiz! You are listing an individual volume of a conference proceeding. Do you list the publication type as: a) Serial b) Proceeding c) Monograph Let it revel in being the monograph it really is! d) Leave it blank and hope no one notices
  • 129. Quiz Which of the following editions statements are not correctly formatted for the monograph_edition field? a) 5th ed. Revised b) 2 c) 2 ed. d) Vol. 2
  • 130. Quiz Which of the following editions statements are not correctly formatted for the monograph_edition field? a) 5th ed. Revised b) 2 c) 2 ed. d) Vol. 2 This is a volume number and belongs in the monograph_volume field. All edition statements are acceptable, just be consistent in the use of numbers vs. text
  • 131. parent_publication_title_id If a monograph belongs to a conference proceeding series or an e-book series, then this field should be populated. The value of this field should be same as the title_id of the book series or the conference proceedings series that it belongs to.
  • 132. access_type The access_type field has 2 possible values: F = Free content ◦ 100% of the content must be free P = Paid content ◦ If a title has only some Open Access or free content the access type for a title should be indicated as fee-based, with the value “P.”
  • 134. Activity: Build your own KBART file Using the title list and template provided, create your own KBART file. Online versions of documents KBART Template: https://goo.gl/0UIpT0 Title List: https://goo.gl/PvaI8L To create a working copy, choose File>Make a copy… or File>Download as...
  • 136. Non-KBART RP-covered content types KBART does not currently support content types other than serials and monographs. In the interim, use the publication_type “Other” to describe non-KBART RP-covered content types (audio, video, image, blog post, etc.). Use the existing fields as appropriate (title_url, publisher_name, etc.). Additional fields offered are at your discretion.
  • 137. Non-KBART RP-covered content types Include any content type-specific information in the optional uncontrolled/extended KBART fields (after the KBART RP fields). Please ask if you want advice on how to represent this content or if you have any specific concerns or questions.
  • 138. Next steps for KBART “where does these footsteps lead to ?” by Vinoth Chandar is licensed under CC BY 2.0.
  • 139. What’s next for KBART? Continuing Standing Committee focus Focus on education and outreach Exploring cross-recommendation collaborations (such as ODI) Changes in the industry (non-textual content, library-specific entitlements) Potential changes to the scope of KBART

Hinweis der Redaktion

  1. A Knowledgebase is a database of titles and packages of titles available for libraries access. Because of this, KBs are tools for libraries to manage their electronic resources, track license and usage data, and perform analytics. Knowledgebases aid in the discovery of content providers’ resources, putting the right item in the hands of the library patron. And, after that resource has been discovered, the KB facilitates linking to that resource. KBART was created to facilitate OpenURL link resolution. Now, while OpenURL is still important, KBs facilitate linking in a slightly more obtuse way, by way of discovery services.
  2. Vendors are dependent upon content providers for the data in their knowledebases. How does the vendor get this information? Supplied to libraries by the provider Directly supplied by the provider Website content Files delivered direct to the vendor Through automation (APIs) The vendor takes the data, extracts it, transforms it, and loads into their KB. The data is then available for libraries to use.
  3. Content Provider (or just Provider) is an organization that provides access to online content, either paid or free Publisher, content aggregator, open access portal, library archive, etc. For the purposes of KBART “content” is textual – serial (journals, newspapers, magazines, etc.) or books/monographs.
  4. For the purposes of KBART, a vendor is an organization that creates library systems products and services. They have knowledgebases that power products that help libraries manage resources, and help library patrons discover and connect to the resources that libraries curate and pay for.
  5. Data about titles and packages of electronic serial and monograph titles purchased, leased and/or accessed by libraries Recommendations for the transmission and format of that data to knowledgebases. Transparency for librarians of data exchanged
  6. Greater use of your content. Accurate data means that more researchers will find your content, and get to it successfully. Greater use often means more investment from libraries. KBART files are accepted by all of the library vendors for use in their knowledgebases. KBART files pull double-duty as marketing and product information As such, they are a single source that a provider can refer both vendors and libraries to.
  7. To satisfy user needs, libraries need systems that work. discovery systems, ERM and associated knowledge base
  8. Supply chain for e-content sometimes breaks due to errors or inconsistencies in metadata. Error reports loss of confidence in the library’s services
  9. Standardization of data, frequency and method of metadata delivery all lead to a better user experience. Return on investment can be measured by the use of the resources.
  10. Provider Name - Should be the platform at which the data is hosted (but without the punctuation). Region/Consortium - Should include any information based on where the package is sold, or to what consortium it applies. If the file is for a universal list, “Global” should be used. A consortium-specific file (or files) should be created if: The package (or packages) has a customized set of titles that are available for purchase by a particular consortium or A package contains customized dates of coverage. Package Name - Files should be named as customers would expect to see them labeled in the knowledge base.
  11. If it is desired to transmit additional identifiers, they may be included as extra data in fields after the last KBART utilized position (access_type in position 25). i.e., use extra fields to include additional identifiers.
  12. As mentioned earlier, E-mail is okay if FTP or Website is not an option, however it is not ideal. KBART phase 1 did not include the [Region/Consortium]
  13. Provide brief explanation of how series are handled.
  14. Presentation will go through each of these fields
  15. Still include these column headings in files, but just leave the contents blank. This makes it easier for automated processing.
  16. KBART files can be a mix of serial and monograph titles.
  17. Acknowledge that it may not always be possible to do this – could be too resource-intensive or not technologically feasible. Lack of full title histories won’t block endorsement, but is highly encouraged.
  18. Don’t use microfilm or CD-ROM ISSNs.
  19. Stress we want first date of access for a particular package, not first publication date.
  20. Technically should provide all available date information. But OK to use Jan. 1 if you know the whole year is covered.
  21. Can use Dec. 31 for generic full year coverage. Be careful with dates and Excel – conversion, pre-1900, defaults to Jan. 1
  22. Don’t go to marketing page, make it easy for people to find content.
  23. Encourage inclusion if feasible, even if not used for linking.
  24. Begins – example is archives Ends – example is aggregators, OA titles
  25. Selected article/abstracts pretty rare – sometimes found with aggregator files.
  26. In other words, don’t use for general notes
  27. Sometimes series have changes too
  28. Number of volume for monograph Use the volume within the books series/conference proceeding series
  29. Improvement of documentation