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Practices make perfect: key NISO
initiatives for improving discovery
•   This session will explore 3 key initiatives aimed at improving
    discovery of electronic content:

•   KBART: Knowledge Bases and Related Tools

•   ODI: Open Discovery Initiative

•   PIE-J

•   High level overview and key benefits of adoption along with
    current status

•   More info from NISO group chairs at conference
    or via email!
Knowledge Bases and Related
Tools (KBART): Phase II Update

       UKSG Conference:
           April 2013
                               Sarah Price
                 University of Birmingham
           Co-Chair KBART Working Group
The changing e-resource
               landscape
•   Library catalogue (OPAC)
•   Link resolvers
•   Federated search engines
•   Vertical search resource discovery services
•   Semantic web and content aggregation
•   ??


COMMON THEME: METADATA
OpenURL basics

               print
            collections
                           gateways


                                                                         article citation


database          repository                            OpenURL
                                                     query (base URL
                               publisher/provider   + metadata string)
publisher                        holdings data
 website


                                                link resolver/
                                               knowledge base




                     target (cited)
                        article
The value chain

•   More content visible to end users
•   Content linking is more accurate for end users
•   Increase in content usage
•   Maximum reach for authors and editors
•   Better return on investment for library
•   Favourable renewal decision
•   Protection of revenue for content providers
•   Knowledge Bases And Related Tools
•   UKSG and NISO collaborative project
•   To improve navigation of the e-resource supply chain by ensuring
    timely transfer of accurate data to knowledge bases
•   Working group members (stakeholders):
     • Knowledge base vendors
       • ExLibris, Serials Solutions, EBSCO, OCLC
     • Content Providers (Publisher & Aggregators)
       • AIP, T&F, Royal Society Publishing, Publishing Technology,
          Cengage Gale, Springer
     • Libraries & Consortia
•   Full list -- http://www.niso.org/workrooms/kbart
• First publisher KBART adopter
 http://librarians.scitation.org/librarians/help_files.jsp
AIP hosted KBART file

public a t ion_t it le                  pr int_ ide nt onli ne _ide da te _f irst _ num_ num_            da t e_ la   num_      num_ t itl e_url                           fi rst _ tit le _id   e mba r c ove ra c ov e ra ge_not e s                                                  publis her _na m e
                                        i fie r          ntif ie r       issue _onli fir st _ fir st _   st _is su    la st _   las t _                                    a uth                 go_inf ge _dept
                                                                         ne          vol_o issue         e _onl in    vol_o     issue                                      or                    o       h
                                                                                     nline _onli         e            nline     _onli
                                                                                              ne                                ne
Ac ous t ics Re se a rc h Le t t er s   1 5 2 9 -7 8 5 3 1 5 29 - 78 5 3 2 00 0 -0 7 1        1          2 0 05 - 1 0 6         4       ht tp: //link. a ip.org/ link /?           ARLOFJ                full t e xt Disc ont inue d                                                    Ac oust ic a l Soc iet y of
O nline                                                                                                                                 ARLO FJ                                                                                                                                         Am er ic a
Ac ous t ics Toda y                     1 5 5 7 -0 2 2 3 1 5 57 - 02 2 3 2 00 5 -1 0     1    1                                        ht tp: //link. a ip.org/ link /? ATCODK ATCO DK  
                                                                                                                                                                                                         full t e xt Online O nly                                                       Ac oust ic a l Soc iet y of
                                                                                                                                                                                                                                                                                        Am er ic a
AIP Adva nce s                                           2 1 58 - 32 2 6 2 01 1 -0 3     1    1                                        ht tp: //link. a ip.org/ link /? AAI DBI
                                                                                                                                                                                   AAI DBI               full t e xt Online O nly; O pe n Ac c e ss ; La unc hed M a rc h 1 , 2 0 1 1   Am er ic an I ns ti tut e of
                                                                                                                                                                                                                                                                                        Phys ic s
AIP Confe re nc e P roc e edings        0 0 9 4 -2 4 3 X 0 0 94 - 24 3 X 1 97 0          1                                             ht tp: //link. a ip.org/ link /? APCPCS
                                                                                                                                                                                   AP CPCS               full t e xt Ba c k file c onte nt volume s 1 -4 9 9 hav e be en a dde d        Am er ic an I ns ti tut e of
                                                                                                                                                                                                                                                                                        Phys ic s
Ame ric a n Journa l of P hys ic s      0 0 0 2 -9 5 0 5                 1 93 3 -0 2     1    1                                        ht tp: //link. a ip.org/ link /?            AJ PI AS              full t e xt                                                                    Am er ic an Ass ocia t ion of
                                                                                                                                       AJP IAS                                                                                                                                          Phys ic s Te ac he rs
APL: Orga nic Ele c t ronic s a nd                       1 9 41 - 42 0 X 2 00 8 -0 1     1    1                                        ht tp: //link. a ip.org/ link /? APLOE P
                                                                                                                                                                                   AP LOEP               full t e xt Online- only sub- jour nal of Applied Physic s Le t t e rs         Am er ic an I ns ti tut e of
P hot onics                                                                                                                                                                                                                                                                             Phys ic s

Applie d Phy sic s Le tt e rs           0 0 0 3 -6 9 5 1 1 0 77 - 31 1 8 1 96 2 -0 9 -   1    1                                        ht tp: //link. a ip.org/ link /? APPLAB
                                                                                                                                                                                   AP PLAB               full t e xt                                                                    Am er ic an I ns ti tut e of
                                                                         01                                                                                                                                                                                                             Phys ic s
Applie d Phy sic s Re vie ws                             1 9 31 - 94 0 1 1 98 0               1                                        ht tp: //link. a ip.org/ link /? JAP AP R
                                                                                                                                                                                   JAPAPR                full t e xt Online- only sub- jour nal of Jour na l of Applie d Phy sic s      Am er ic an I ns ti tut e of
                                                                                                                                                                                                                     (I SS N 1 0 89 - 75 5 0 )                                          Phys ic s
Ast r onomy Educ at ion Rev ie w                         1 5 39 - 15 1 5 2 00 1 -1 0     1    1                                        ht tp: //link. a ip.org/ link /? AERSCZ
                                                                                                                                                                                   AE RS CZ              full t e xt Ne w online -only journa l on S c it a t ion f r om J a nua r y    Am er ic an Ast r onomic a l
                                                                                                                                                                                                                     2 00 9                                                             Soc iet y
Biomic rof luidic s                                      1 9 32 - 10 5 8 2 00 7 -0 1     1    1                                        ht tp: //link. a ip.org/ link /?            BI OM GB              full t e xt Online- only ope n- a c c es s journa l                            Am er ic an I ns ti tut e of
                                                                                                                                       BIO MG B                                                                                                                                         Phys ic s
Cha os: An Int e rdis ci pli na ry      1 0 5 4 -1 5 0 0 1 0 89 - 76 8 2 1 99 1 -0 7     1    1                                        ht tp: //link. a ip.org/ link /? CHAOEH CHAOEH  
                                                                                                                                                                                                         full t e xt                                                                    Am er ic an I ns ti tut e of
J our na l of Nonline a r S c ie nc e                                                                                                                                                                                                                                                   Phys ic s
Comput e rs in P hy sic s               0 8 9 4 -1 8 6 6                 1 99 7 -0 1     11   1          1 9 98 - 1 1 1 2       6      ht tp: //link. a ip.org/ link /? CPHYE 2
                                                                                                                                                                                   CPHYE 2               full t e xt                                                                    Am er ic an I ns ti tut e of
                                                                                                                                                                                                                                                                                        Phys ic s /IE EE Com put e r
                                                                                                                                                                                                                                                                                        Soc iet y Com put e r S ocie t y

Comput ing in S c ie nc e &             1 5 2 1 -9 6 1 5                 1 99 9 -0 1     1    1                                        ht tp: //link. a ip.org/ link /? CSE NFA
                                                                                                                                                                                   CSEN FA               full t e xt                                                                    Am er ic an I ns ti tut e of
E ngi ne e ring                                                                                                                                                                                                                                                                         Phys ic s /IE EE Com put e r
                                                                                                                                                                                                                                                                                        Soc iet y Com put e r S ocie t y

J CP: BioChe mic a l Phys ics                            1 9 31 - 92 2 3 2 00 7 -0 1     1    1                                        ht tp: //link. a ip.org/ link /? JCP BCP
                                                                                                                                                                                   JCP BCP               full t e xt Online- only sub- jour nal of The J ourna l of Che mic al          Am er ic an I ns ti tut e of
                                                                                                                                                                                                                     Phys ics ( IS SN 0 0 21 - 9 60 6 )                                 Phys ic s
J our na l of Applied P hysi cs         0 0 2 1 -8 9 7 9 1 0 89 - 75 5 0 1 93 7 -0 1 -   8    1                                        ht tp: //link. a ip.org/ link /?            JAPI AU               full t e xt                                                                    Am er ic an I ns ti tut e of
                                                                         01                                                            J AP IAU                                                                                                                                         Phys ic s
The KBART Registry




           http://bit.ly/kbartregistry/
Where are we at?


•   Phase I KBART Recommended Practice
    released Jan 2010
    http://www.niso.org/workrooms/kbart
•   Endorsement framework for content
    providers
•   Phase II started in 2010 and draft out for
    consultation in April 2013 on NISO website
KBART Phase 2

• Consortial metadata fields included

• Further refinement of fields for e-books
  and conference proceedings

• Open access metadata requirements
KBART Lifespan

Phase 1 – Universally accepted standardized e-
          holdings metadata, regularly distributed
          AND available on demand
Phase 2 – Broad adoption, Consortia, More content
          type coverage (eBooks, conference
          proceedings), Open Access materials
Phase 3 – Standing committee – encouraging
          endorsement, migration from phase I,
          feedback
Publisher Endorsement
1.   Everything can be found at
     http://www.niso.org/workrooms/kbart
2.   Review the requirements (data samples available)
3.   Format your title lists accordingly
4.   Send files to kbart@niso.org
5.   Ensure that you have a process in place for regular data
     updates and have metadata webpage available
6.   Register your organization on the KBART registry website:
     http://bit.ly/kbartregistry
Thank You!
Sarah Price
Co-Chair KBART
Assistant Director: Collection Management & Development
University of Birmingham
s.price@bham.ac.uk

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NISO initiatives for improving discovery: KBART, ODI, PIE-J

  • 1. Practices make perfect: key NISO initiatives for improving discovery • This session will explore 3 key initiatives aimed at improving discovery of electronic content: • KBART: Knowledge Bases and Related Tools • ODI: Open Discovery Initiative • PIE-J • High level overview and key benefits of adoption along with current status • More info from NISO group chairs at conference or via email!
  • 2. Knowledge Bases and Related Tools (KBART): Phase II Update UKSG Conference: April 2013 Sarah Price University of Birmingham Co-Chair KBART Working Group
  • 3. The changing e-resource landscape • Library catalogue (OPAC) • Link resolvers • Federated search engines • Vertical search resource discovery services • Semantic web and content aggregation • ?? COMMON THEME: METADATA
  • 4. OpenURL basics print collections gateways article citation database repository OpenURL query (base URL publisher/provider + metadata string) publisher holdings data website link resolver/ knowledge base target (cited) article
  • 5. The value chain • More content visible to end users • Content linking is more accurate for end users • Increase in content usage • Maximum reach for authors and editors • Better return on investment for library • Favourable renewal decision • Protection of revenue for content providers
  • 6. Knowledge Bases And Related Tools • UKSG and NISO collaborative project • To improve navigation of the e-resource supply chain by ensuring timely transfer of accurate data to knowledge bases • Working group members (stakeholders): • Knowledge base vendors • ExLibris, Serials Solutions, EBSCO, OCLC • Content Providers (Publisher & Aggregators) • AIP, T&F, Royal Society Publishing, Publishing Technology, Cengage Gale, Springer • Libraries & Consortia • Full list -- http://www.niso.org/workrooms/kbart
  • 7.
  • 8. • First publisher KBART adopter http://librarians.scitation.org/librarians/help_files.jsp
  • 9. AIP hosted KBART file public a t ion_t it le pr int_ ide nt onli ne _ide da te _f irst _ num_ num_ da t e_ la num_ num_ t itl e_url fi rst _ tit le _id e mba r c ove ra c ov e ra ge_not e s publis her _na m e i fie r ntif ie r issue _onli fir st _ fir st _ st _is su la st _ las t _ a uth go_inf ge _dept ne vol_o issue e _onl in vol_o issue or o h nline _onli e nline _onli ne ne Ac ous t ics Re se a rc h Le t t er s 1 5 2 9 -7 8 5 3 1 5 29 - 78 5 3 2 00 0 -0 7 1 1 2 0 05 - 1 0 6 4 ht tp: //link. a ip.org/ link /?   ARLOFJ   full t e xt Disc ont inue d Ac oust ic a l Soc iet y of O nline ARLO FJ Am er ic a Ac ous t ics Toda y 1 5 5 7 -0 2 2 3 1 5 57 - 02 2 3 2 00 5 -1 0 1 1       ht tp: //link. a ip.org/ link /? ATCODK ATCO DK     full t e xt Online O nly Ac oust ic a l Soc iet y of Am er ic a AIP Adva nce s   2 1 58 - 32 2 6 2 01 1 -0 3 1 1       ht tp: //link. a ip.org/ link /? AAI DBI   AAI DBI   full t e xt Online O nly; O pe n Ac c e ss ; La unc hed M a rc h 1 , 2 0 1 1 Am er ic an I ns ti tut e of Phys ic s AIP Confe re nc e P roc e edings 0 0 9 4 -2 4 3 X 0 0 94 - 24 3 X 1 97 0 1         ht tp: //link. a ip.org/ link /? APCPCS   AP CPCS   full t e xt Ba c k file c onte nt volume s 1 -4 9 9 hav e be en a dde d Am er ic an I ns ti tut e of Phys ic s Ame ric a n Journa l of P hys ic s 0 0 0 2 -9 5 0 5   1 93 3 -0 2 1 1       ht tp: //link. a ip.org/ link /?   AJ PI AS   full t e xt   Am er ic an Ass ocia t ion of AJP IAS Phys ic s Te ac he rs APL: Orga nic Ele c t ronic s a nd   1 9 41 - 42 0 X 2 00 8 -0 1 1 1       ht tp: //link. a ip.org/ link /? APLOE P   AP LOEP   full t e xt Online- only sub- jour nal of Applied Physic s Le t t e rs Am er ic an I ns ti tut e of P hot onics Phys ic s Applie d Phy sic s Le tt e rs 0 0 0 3 -6 9 5 1 1 0 77 - 31 1 8 1 96 2 -0 9 - 1 1       ht tp: //link. a ip.org/ link /? APPLAB   AP PLAB   full t e xt   Am er ic an I ns ti tut e of 01 Phys ic s Applie d Phy sic s Re vie ws   1 9 31 - 94 0 1 1 98 0   1       ht tp: //link. a ip.org/ link /? JAP AP R   JAPAPR   full t e xt Online- only sub- jour nal of Jour na l of Applie d Phy sic s Am er ic an I ns ti tut e of (I SS N 1 0 89 - 75 5 0 ) Phys ic s Ast r onomy Educ at ion Rev ie w   1 5 39 - 15 1 5 2 00 1 -1 0 1 1       ht tp: //link. a ip.org/ link /? AERSCZ   AE RS CZ   full t e xt Ne w online -only journa l on S c it a t ion f r om J a nua r y Am er ic an Ast r onomic a l 2 00 9 Soc iet y Biomic rof luidic s   1 9 32 - 10 5 8 2 00 7 -0 1 1 1       ht tp: //link. a ip.org/ link /?   BI OM GB   full t e xt Online- only ope n- a c c es s journa l Am er ic an I ns ti tut e of BIO MG B Phys ic s Cha os: An Int e rdis ci pli na ry 1 0 5 4 -1 5 0 0 1 0 89 - 76 8 2 1 99 1 -0 7 1 1       ht tp: //link. a ip.org/ link /? CHAOEH CHAOEH     full t e xt   Am er ic an I ns ti tut e of J our na l of Nonline a r S c ie nc e Phys ic s Comput e rs in P hy sic s 0 8 9 4 -1 8 6 6   1 99 7 -0 1 11 1 1 9 98 - 1 1 1 2 6 ht tp: //link. a ip.org/ link /? CPHYE 2   CPHYE 2   full t e xt   Am er ic an I ns ti tut e of Phys ic s /IE EE Com put e r Soc iet y Com put e r S ocie t y Comput ing in S c ie nc e & 1 5 2 1 -9 6 1 5   1 99 9 -0 1 1 1       ht tp: //link. a ip.org/ link /? CSE NFA   CSEN FA   full t e xt   Am er ic an I ns ti tut e of E ngi ne e ring Phys ic s /IE EE Com put e r Soc iet y Com put e r S ocie t y J CP: BioChe mic a l Phys ics   1 9 31 - 92 2 3 2 00 7 -0 1 1 1       ht tp: //link. a ip.org/ link /? JCP BCP   JCP BCP   full t e xt Online- only sub- jour nal of The J ourna l of Che mic al Am er ic an I ns ti tut e of Phys ics ( IS SN 0 0 21 - 9 60 6 ) Phys ic s J our na l of Applied P hysi cs 0 0 2 1 -8 9 7 9 1 0 89 - 75 5 0 1 93 7 -0 1 - 8 1       ht tp: //link. a ip.org/ link /?   JAPI AU   full t e xt   Am er ic an I ns ti tut e of 01 J AP IAU Phys ic s
  • 10. The KBART Registry http://bit.ly/kbartregistry/
  • 11. Where are we at? • Phase I KBART Recommended Practice released Jan 2010 http://www.niso.org/workrooms/kbart • Endorsement framework for content providers • Phase II started in 2010 and draft out for consultation in April 2013 on NISO website
  • 12. KBART Phase 2 • Consortial metadata fields included • Further refinement of fields for e-books and conference proceedings • Open access metadata requirements
  • 13. KBART Lifespan Phase 1 – Universally accepted standardized e- holdings metadata, regularly distributed AND available on demand Phase 2 – Broad adoption, Consortia, More content type coverage (eBooks, conference proceedings), Open Access materials Phase 3 – Standing committee – encouraging endorsement, migration from phase I, feedback
  • 14. Publisher Endorsement 1. Everything can be found at http://www.niso.org/workrooms/kbart 2. Review the requirements (data samples available) 3. Format your title lists accordingly 4. Send files to kbart@niso.org 5. Ensure that you have a process in place for regular data updates and have metadata webpage available 6. Register your organization on the KBART registry website: http://bit.ly/kbartregistry
  • 15. Thank You! Sarah Price Co-Chair KBART Assistant Director: Collection Management & Development University of Birmingham s.price@bham.ac.uk

Notas do Editor

  1. Why we are up here talking together on 3 NISO projects -> what it means to the industry -> why is there so much emphasis on enabling content discovery Aim of each slot – high level overview - Key benefits of each project; linking; introduction; why project important to community; status; Drivers: The explosion of online publishing output The shifting scholarly communications landscape Rising user expectation The global economic crisis and impact on libraries
  2. The technology and applications have changed over the years to support more integrated access to a wide variety of different content types and formats. However, all of the above have one thing in common: ALL OF THIS RELIES ON METADATA metadata is key to the presentation of online content and the ease of discoverability.
  3. Here ’ s the essential process of OpenURL linking. The user finds a citation, an OpenURL is sent to his link resolver, and that redirects him to the cited article. However, this only works if the data provided to the knowledge base [CLICK] is accurate, and is provided in a timely manner. If it isn ’ t [CLICK] Relies on an accurate knowledge base of global and localised holdings to present links accurately to the APPROPRIATE COPY. Problem is…..provision of metadata to support this was patchy.
  4. Of course there are admin benefits too…….less admin on the KB, less admin in dealing with end user queries / complaints, customer satisfaction, increased usage, renewal decision making easier etc etc Also increasingly used for collection development decision making – overlap / gap analysis between packages / databases
  5. Guidelines Education Information Hub
  6. Phase I – the global complete holdings / package info. Basic metadata However, still presents problems for content providers to provide accurately - evidenced through testing of RP
  7. Phase II - Open access; consortial metadata; eBooks and conference proceedings refinement; embed endorsement framework