1.
UKSG Conference 2016
Bournemouth, UK
11-13 April, 2016
BuildingTrust in a National Bibliographic Knowledgebase
Breakout Session, Group C
Neil Grindley
Jisc

2.
Three parts to the session
A. What is the problem that needs fixing?
B. What is the proposed solution?
C. What related work is happening?

3.
The National Monograph Strategy
2012 - 2014
TheVision
Within 5 years UK researchers and students
will have unparalleled access to a distributed
national research collection enabled by an
open collaborative national infrastructure

4.
Strategy

5.
CC BY-SA 3.0
By: Zephyris
Wikimedia Commons
Strategy Solutions

6.
Jisc Library
Support
Services
Report
The Bibliographic
Services Implications
Report
BIBDOG
The Bibliographic
Data Oversight
Group
Implement
recommendations
The Bibliographic
Data Roadmap
Group (BDRG)
2013 2014 2015 2016

7.
http://monographs.jiscinvolve.org/wp/

8.
1. There is a fundamental need for a new national-scale service to
drive a range of required functions
2. The new service should consist of an aggregated database and its
management should be outsourced to an organisation that is
capable of delivering the service as core business at scale
3. The primary focus of future effort should be on supporting UK
academic libraries with collections management. Resource
discovery and records delivery are of secondary importance
The recommendations …
https://monographs.jiscinvolve.org/wp/files/2015/11/BiblioData_NMS_Next_Steps.pdf

9.
4. The data contributed to the new system must remain sharable and
reusable by all contributing organisations and by other relevant
organisations that support discovery and records delivery
5. The route to greater impact for contributed library data is through
exposure to global search engines and other high impact web-scale
channels rather than through reliance on Jisc-funded discovery
interfaces
6. The new system should combine knowledge about both print and
digital publications for services to be efficient and effective
The recommendations …
https://monographs.jiscinvolve.org/wp/files/2015/11/BiblioData_NMS_Next_Steps.pdf

10.
What problems are we trying to solve?
Libraries want to make data-driven decisions about the
management of their print and digital book collections but the
data that is currently available does not allow them to do this with
confidence
Libraries want to ensure that researchers and learners have
sustainable and convenient access to digital books but it is
currently not obvious what is available or what could readily be
made available

11.
Part A - Discussion
We need to build trust across the sector that what we’re planning
to do is strategically correct and is based on a broad consensus …
• Do the problem statements resonate with people?
• Is there broad agreement that a new collaborative national
scale system that aggregates UK library data (and links it to
other useful sources of data) should be designed and built as
soon as it is practicable?

12.
What is the proposed solution?
To design and build a National Bibliographic Knowledgebase (NBK)
The National Bibliographic Knowledgebase (NBK) will aggregate and interoperate with a collection of data
sources that will describe where books are kept and in what formats and under what conditions they are
available to be accessed and used.

13.
What is a National Bibliographic Knowledgebase?
Legal Deposit
Libraries
Academic
Research
Libraries
Teaching &
Business Engaged
Libraries
Specialist
Libraries
Availability Data
Usage Data
Document
Delivery
Managing Print
Collections
Digitisation and
Preservation
Resource
Discovery
Copy
Cataloguing
OpenAccess
Book Directories
Benchmarking
Collections

14.
 The availability of library resources and whether an item is available for loan,
interlibrary loan or digital document delivery;
 The availability of eBooks from publishers or through aggregators in bundles and
packaged licensed deals and as part of subscription arrangements
 Whether a resource is available from a third-party provider of digital versions or
copies of books (for example: HathiTrust, Gutenberg Project, Internet Archive,
Google Books)
 Links to author manuscripts or other versions of books that are legally available
in institutional repositories or other locations asides from the published ‘version
of record’
What does ‘availability data’ refer to?

15.
What does ‘usage data’ refer to?
 Data from libraries that indicates how often an item has been borrowed
or accessed
 eBook usage statistics

16.
What services might support the NBK?
Legal Deposit
Libraries
Academic
Research
Libraries
Teaching &
Business Engaged
Libraries
Specialist
Libraries
Availability Data
Usage Data
Document
Delivery
Managing Print
Collections
Digitisation and
Preservation
Resource
Discovery
Copy
Cataloguing
OpenAccess
Book Directories
Benchmarking
Collections

17.
Availability Data
Usage Data
What services might support the NBK?

18.
Availability Data
Usage Data
What services might support the NBK?
Community
Engagement
Advice &
Guidance
Data Quality
Enhancement

19.
What services might enhance the NBK?
Legal Deposit
Libraries
Academic
Research
Libraries
Teaching &
Business Engaged
Libraries
Specialist
Libraries
Availability Data
Usage Data
Document
Delivery
Managing Print
Collections
Digitisation and
Preservation
Resource
Discovery
Copy
Cataloguing
OpenAccess
Book Directories
Benchmarking
Collections

20.
Availability Data
Usage Data
What services might enhance the NBK?

21.
Availability Data
Usage Data
What services might enhance the NBK?
Collection
Management
Assurance of Data
Accessibility
Version Tracking
& Linking
Facilitation of
New Publishing
Models
Support for Novel
Forms of Metadata
Research

22.
Data-driven strategy
To enable UK academic libraries to make cooperative collection management and
development decisions with reference to the largest possible aggregation of UK
library data
Collection management
To help libraries rationalise their print stock and reduce their physical footprint
through a better understanding of what is rare and what is common (and what is
currently available and what is likely to remain available)
Better eBook data
To contribute to the data flows that will make it easier (cheaper and more
efficient) to discover, obtain and manage e-books
Digital access (licensing)
To support a national level framework that clarifies rights and permissions to
access scholarly digital materials (or where necessary it facilitates the lawful
creation of digital copies of inaccessible print materials)
Digital access (discovery)
To support the discovery and delivery of the best quality and most persistently
accessible digital version of scholarly materials wherever they are globally
available
Openness / innovation
To allow any service provider (including Jisc) to integrate with or build more
effective discovery, analysis and management tools/services on top of the most
comprehensive, open and best quality aggregation of UK library data that it is
possible to build
6 Objectives of the NBK

23.
Data-driven strategy
To enable UK academic libraries to make cooperative collection development and
library policy decisions with reference to the largest possible aggregation of UK
library data
Collection management
To help libraries rationalise their print stock and reduce their physical footprint
through a better understanding of what is rare and what is common (and what is
currently available and what is likely to remain available)
Better eBook data
To contribute to the data flows that will make it easier (cheaper and more
efficient) to discover, obtain and manage e-books
Digital access (licensing)
To support a national level framework that clarifies rights and permissions to
access scholarly digital materials (or where necessary it facilitates the lawful
creation of digital copies of inaccessible print materials)
Digital access (discovery)
To support the discovery and delivery of the best quality and most persistently
accessible digital version of scholarly materials wherever they are globally
available
Openness / innovation
To allow any service provider (including Jisc) to integrate with or build more
effective discovery, analysis and management tools/services on top of the most
comprehensive, open and best quality aggregation of UK library data that it is
possible to build
6 Objectives of the NBK

24.
Data-driven strategy
To enable UK academic libraries to make cooperative collection development and
library policy decisions with reference to the largest possible aggregation of UK
library data
Collection management
To help libraries manage their print stock and their physical footprint through a
better understanding of what is rare and what is common (and what is currently
available and what is likely to remain available)
Better eBook data
To contribute to the data flows that will make it easier (cheaper and more
efficient) to discover, obtain and manage e-books
Digital access (licensing)
To support a national level framework that clarifies rights and permissions to
access scholarly digital materials (or where necessary it facilitates the lawful
creation of digital copies of inaccessible print materials)
Digital access (discovery)
To support the discovery and delivery of the best quality and most persistently
accessible digital version of scholarly materials wherever they are globally
available
Openness / innovation
To allow any service provider (including Jisc) to integrate with or build more
effective discovery, analysis and management tools/services on top of the most
comprehensive, open and best quality aggregation of UK library data that it is
possible to build
6 Objectives of the NBK

25.
Data-driven strategy
To enable UK academic libraries to make cooperative collection development and
library policy decisions with reference to the largest possible aggregation of UK
library data
Space management
To help libraries manage their print stock and their physical footprint through a
better understanding of what is rare and what is common (and what is currently
available and what is likely to remain available)
Better eBook data
To contribute to the data flows that will make it easier (cheaper and more
efficient) to discover, obtain and manage e-books
Digital access (licensing)
To support a national level framework that clarifies rights and permissions to
access scholarly digital materials (or where necessary it facilitates the lawful
creation of digital copies of inaccessible print materials)
Digital access (discovery)
To support the discovery and delivery of the best quality and most persistently
accessible digital version of scholarly materials wherever they are globally
available
Openness / innovation
To allow any service provider (including Jisc) to integrate with or build more
effective discovery, analysis and management tools/services on top of the most
comprehensive, open and best quality aggregation of UK library data that it is
possible to build
6 Objectives of the NBK

26.
Data-driven strategy
To enable UK academic libraries to make cooperative collection development and
library policy decisions with reference to the largest possible aggregation of UK
library data
Space management
To help libraries manage their print stock and their physical footprint through a
better understanding of what is rare and what is common (and what is currently
available and what is likely to remain available)
Better eBook data
To contribute to the data flows that will make it easier (cheaper and more
efficient) to discover, obtain and manage e-books
Digital access (licensing)
To support a national level framework that clarifies rights and permissions to
access scholarly digital materials (or where necessary it facilitates the lawful
creation of digital copies of inaccessible print materials)
Digital access (discovery)
To support the discovery and delivery of the best quality and most persistently
accessible digital version of scholarly materials wherever they are globally
available
Openness / innovation
To allow any service provider (including Jisc) to integrate with or build more
effective discovery, analysis and management tools/services on top of the most
comprehensive, open and best quality aggregation of UK library data that it is
possible to build
6 Objectives of the NBK

27.
Data-driven strategy
To enable UK academic libraries to make cooperative collection development and
library policy decisions with reference to the largest possible aggregation of UK
library data
Space management
To help libraries manage their print stock and their physical footprint through a
better understanding of what is rare and what is common (and what is currently
available and what is likely to remain available)
Better eBook data
To contribute to the data flows that will make it easier (cheaper and more
efficient) to discover, obtain and manage e-books
Digital access (licensing)
To support a national level framework that clarifies rights and permissions to
access scholarly digital materials (or where necessary it facilitates the lawful
creation of digital copies of inaccessible print materials)
Digital access (discovery)
To support the discovery and delivery of the best quality and most persistently
accessible digital version of scholarly materials wherever they are globally
available
Openness / innovation
To allow any service provider (including Jisc) to integrate with or build more
effective discovery, analysis and management tools/services on top of the most
comprehensive, open and best quality aggregation of UK library data that it is
possible to build
6 Objectives of the NBK

28.
Data-driven strategy
To enable UK academic libraries to make cooperative collection development and
library policy decisions with reference to the largest possible aggregation of UK
library data
Space management
To help libraries manage their print stock and their physical footprint through a
better understanding of what is rare and what is common (and what is currently
available and what is likely to remain available)
Better eBook data
To contribute to the data flows that will make it easier (cheaper and more
efficient) to discover, obtain and manage e-books
Digital access (licensing)
To support a national level framework that clarifies rights and permissions to
access scholarly digital materials (or where necessary it facilitates the lawful
creation of digital copies of inaccessible print materials)
Digital access (discovery)
To support the discovery and delivery of the best quality and most persistently
accessible digital version of scholarly materials wherever they are globally
available
Openness / innovation
To allow any service provider (including Jisc) to integrate with or build more
effective discovery, analysis and management tools/services on top of the most
comprehensive, open and best quality aggregation of UK library data that it is
possible to build
6 Objectives of the NBK

29.
Academic &
Specialist
Libraries
<geek>
<geek>
<geek>
Large scale
Service Provider
UK National Bibliographic
Knowledgebase
Bibliographic
Data Services
Researchers
& Learners
NBK
Dataset
How will it be built?

30.
Academic &
Specialist
Libraries
<geek>
<geek>
<geek>
Large scale
Service Provider
UK National Bibliographic
Knowledgebase
Bibliographic
Data Services
Researchers
& Learners
NBK
Dataset
How will it be built?

31.
Part B - Discussion
We need to phase the building of the NBK (over the next few
years) so that it starts delivering value as early as possible …
• What are the early gains that the NBK can make for its
stakeholders?
• We need libraries and publishers and content resellers and
licensing & collecting agencies and global digital content
aggregators to support the NBK. How do we do that?

32.
What related work is happening?
The Jisc Bibliographic Data – National Monograph Solutions Project (BD-NMS)
Data Digital
Access
• Specify and design NBK
• Selection of NBK service provider
• Clarification of metadata issues
• Refine the business model
• Collaborate with data providers
• Design value added services
• Digital access pilot project scoping
• Gathering sector requirements
• eBook tracking & decision support
• Licensing and rights data
• Global digital access options

33.
A Wishlist of Digital Titles

34.
22
58
17
60
706
43
70 58
75
103
0
100
200
300
400
500
600
700
800
Package
only
Price Format >chapter Not
available
Not in UK No instit OoP Outside
CLA
Other
Problem analysis
From 1200 submitted titles …
E-book available only in a
package
E-book version too expensive
Format unsuitable
More than 1 chapter required
digitally
No e-book available at all
No e-book available in UK
No institutional licence
available
Out of print
Outside the CLA license

35.
0%
20%
40%
60%
80%
100%
120%
Pre-1959 1960-1969 1970-1979 1980-1989 1990-1999 2000-2009 2010-2016
How digitally available are requested titles?*
No e-book e-book available
*based on data submitted by pilot institutions
Across every decade, less books
are available digitally
Is this particular to genres and
publishers?
Anecdotally, the 80’s and 90’s
were particularly bad for digitised
titles
Are Scottish titles
disproportionately unavailable in
digital formats?
Can we design visualisations to
help us talk to publishers and
design digitisation strategies?
Can we help libraries to more
efficiently understand what is
available?

36.
Part C - Discussion
We should be able to design the NBK so that we can extract and
exploit intelligence from the way that it is used …
• How should we gather information?
• Are there any sensitivities with this data?

37.
UKSG Conference 2016
Bournemouth, UK
11-13 April, 2016
BuildingTrust in a National Bibliographic Knowledgebase
Breakout Session, Group C
NeilGrindley
Jisc
neil.grindley@jisc.ac.uk
Thanks for coming
to the session!