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KNOWLEDGE BASES:THE HEART OF
RESOURCE MANAGEMENT
What are knowledge bases?
Why is this important?
Where are the gaps?
How does KBART help?
What's next?
What is a knowledge base?
A knowledge base is a vendor’s grouping of title-level metadata
organized by the collection in which the title can be acquired.
A knowledge base brings together publisher title lists with the
goal of further grouping together identical or related resources to
aid in the identification of the appropriate copy.
A knowledge base supports discovery.
The Knowledge
Base & the ILS
Traditional ILS use a bibliographic
databases and the patron database as
the backbone the system.
Image from https://blogs.library.duke.edu/bitstreams/2018/04/12/the-backbone-of-the-library-the-library-catalog/
The Knowledge Base & the ILS
Next gen ILS
make knowledge
bases more
central to their
structure.
Organization of Information:
The Record of Everything-ish
Business
Collection
The Journal of
Finance
Quarterly
Journal of
Economics
Journal of
Accounting
Research
Science
Collection
Nature
Science
Journal of
Biological
Chemistry
Book
Collection
AWrinkle in
Time
The Secret of
the Old Clock
Charlie and
the Chocolate
Factory
Journal
Publisher
Business
Collection
Science
Collection
Book
Publisher
Book
Collection
• Business CollectionTitle List
• Science CollectionTitle List
Journal
Publisher
• Book CollectionTitle List
Book
Publisher
Knowledge Base
Library/Patrons
Product/Discovery
Layer
Organization of Information:
The Library’s Record of Everything
Business
Collection
The Journal of
Finance
Quarterly
Journal of
Economics
Journal of
Accounting
Research
Science
Collection
Nature
Science
Journal of
Biological
Chemistry
Book
Collection
AWrinkle in
Time
The Secret of
the Old Clock
Charlie and
the Chocolate
Factory
Journal
Publisher
Business
Collection
Science
Collection
Book
Publisher
Book
Collection
Key Concepts
• Complete title lists and KBART (Knowledge Bases and
RelatedTools)
• Uniqueness of copy
• Appropriate copy
• Changing access
Photo by Kimberly Farmer on Unsplash
Appropriate Copy
Derivative works
• Pride and Prejudice vs Pride and Prejudice:
The Graphic Novel
Similarly named works
• Homer’s Odyssey by Gwen Cooper vs
Homer’s Odyssey by Homer (maybe)
• The Indianapolis Recorder vsThe Recorder
(Ontario Music Educators'Association)
UpdatedVersions
• Current Diagnosis &Treatment Pediatrics,
25th edition vs Current Diagnosis &Treatment
Pediatrics, 24th edition Photo by Brett Jordan on Unsplash.
KBARTTimeline
KBART Phase I: NISO RP-9-2010, KBART:
Knowledge Bases and RelatedTools
Recommended Practice (January 2010)
2010
KBART Phase II: NISO RP-9-2014, KBART:
Knowledge Bases and RelatedTools
Recommended Practice (March 2014)
2014
KBART Automation: NISO RP-26-2019,
KBART Automation: Automated Retrieval
of Customer Electronic Holdings (June
2019)
2019
KBART Phase III: Initiated in December 2019
2019
KBART Phase IITitle List Format
publication_title
print_identifier
online_identifier
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
first_author
title_id
embargo_info
coverage_depth
notes
publisher_name
publication_type
date_monograph_published_print
date_monograph_published_online
monograph_volume
monograph_edition
first_editor
parent_publication_title_id
preceding_publication_title_id
access_type
Why does this matter?
We significantly influence or control the
selection, organization, preservation, and
dissemination of information.
CODE OF ETHICS OFTHE AMERICAN LIBRARY ASSOCIATION
Knowledge Bases: The Heart of Resource Management
Holdings
Admin
APIs
Link
Resolver
A-Z
Usage
Analysis
Resource
Mgmt
KB
The Role of the Knowledge Base (KB)
Focused on library e-resource
lifecycle support which is
“non-linear, repetitive and
ongoing.”
ASSESS
SELECT
ACQUIRE
DESCRIBE & MANAGE
MARKET
DISCOVERACCESS
Knowledge Bases: The Heart of Resource Management
Let us know on the
chat board.
What frustrates you the
most about knowledge
bases?
 Inaccurate metadata
 Missing titles
 Requires too much customization
 Not enough collaboration between
publishers and vendors
 Anything else?
Gaps in Knowledge
Bases
• Lack of trust in publisher metadata
• Lack of communication between
librarians, publishers, and vendors
• Appropriate copy
• Rights management
• Not specific to any institution
• Duplication of efforts
Photo by Elijah Ekdahl on Unsplash
Reconciliation & AccessVerification
• Package management at NCSU to address the lack of trust in publisher metadata
• Reconciliation for entitlements
• Reconcile orders to publisher title lists
• Reconcile orders to knowledgebase title lists
• Access verification for metadata accuracy
• Identify collections that require extra scrutiny
• Fix at failure or disruption for more reliable collections
Future of Knowledge
Bases
• KBART Automation
• Centralized resource management well-
integrated
• Integrated with ILS system
• Usage and Cost data integrated with key
decision points
• Extending the KB to include license rights
and limitations
• Impacting analytics
Photo by ErolAhmed on Unsplash
KBART Automation
What problems could KBART
Automation solve?
Reduce duplication of efforts
Faster delivery of metadata across our systems
More accurate holdings information
What problems could KBART
Automation create?
Problems in metadata are less visible
Less awareness of when updates are made
Fewer opportunities for customization
What issues could
KBART Automation
Solve?
• Lack of trust in publisher metadata
• Lack of communication between
librarians, publishers, and vendors
• Rights management
• Not specific to any institution
• Duplication of efforts
Photo by Shot by L.M. Martín on Unsplash
What’s ahead and other
thoughts
• Improve communication across stakeholders (within
the library, across publishers, etc.)
• Improve resource discovery and ultimately decrease
the amount of time spent on metadata workflows.
• Usage statistics: COUNTER has released
“Incorporating KBart files with Release 5 reports”
Photo by chuttersnap on Unsplash
Let us know on the
chat board.
What would you like to
have in future
knowledge bases?
 More robust, institution specific KBART
files sent from my publisher to my
knowledge base
 More robust, institution specific KBART
files sent from my publisher to me
 An ILS centered on the knowledge base
THANKS FOR WATCHING!
Questions? Contact us at
• Beth Ashmore – beashmor@ncsu.edu
• Elizabeth Levkoff Derouchie – elizabeth.derouchie@samford.edu
• EricVan Gorden – evangorden@ebsco.com

More Related Content

Knowledge Bases: The Heart of Resource Management

  • 1. KNOWLEDGE BASES:THE HEART OF RESOURCE MANAGEMENT
  • 2. What are knowledge bases? Why is this important? Where are the gaps? How does KBART help? What's next?
  • 3. What is a knowledge base? A knowledge base is a vendor’s grouping of title-level metadata organized by the collection in which the title can be acquired. A knowledge base brings together publisher title lists with the goal of further grouping together identical or related resources to aid in the identification of the appropriate copy. A knowledge base supports discovery.
  • 4. The Knowledge Base & the ILS Traditional ILS use a bibliographic databases and the patron database as the backbone the system. Image from https://blogs.library.duke.edu/bitstreams/2018/04/12/the-backbone-of-the-library-the-library-catalog/
  • 5. The Knowledge Base & the ILS Next gen ILS make knowledge bases more central to their structure.
  • 6. Organization of Information: The Record of Everything-ish Business Collection The Journal of Finance Quarterly Journal of Economics Journal of Accounting Research Science Collection Nature Science Journal of Biological Chemistry Book Collection AWrinkle in Time The Secret of the Old Clock Charlie and the Chocolate Factory Journal Publisher Business Collection Science Collection Book Publisher Book Collection
  • 7. • Business CollectionTitle List • Science CollectionTitle List Journal Publisher • Book CollectionTitle List Book Publisher Knowledge Base Library/Patrons Product/Discovery Layer
  • 8. Organization of Information: The Library’s Record of Everything Business Collection The Journal of Finance Quarterly Journal of Economics Journal of Accounting Research Science Collection Nature Science Journal of Biological Chemistry Book Collection AWrinkle in Time The Secret of the Old Clock Charlie and the Chocolate Factory Journal Publisher Business Collection Science Collection Book Publisher Book Collection
  • 9. Key Concepts • Complete title lists and KBART (Knowledge Bases and RelatedTools) • Uniqueness of copy • Appropriate copy • Changing access Photo by Kimberly Farmer on Unsplash
  • 10. Appropriate Copy Derivative works • Pride and Prejudice vs Pride and Prejudice: The Graphic Novel Similarly named works • Homer’s Odyssey by Gwen Cooper vs Homer’s Odyssey by Homer (maybe) • The Indianapolis Recorder vsThe Recorder (Ontario Music Educators'Association) UpdatedVersions • Current Diagnosis &Treatment Pediatrics, 25th edition vs Current Diagnosis &Treatment Pediatrics, 24th edition Photo by Brett Jordan on Unsplash.
  • 11. KBARTTimeline KBART Phase I: NISO RP-9-2010, KBART: Knowledge Bases and RelatedTools Recommended Practice (January 2010) 2010 KBART Phase II: NISO RP-9-2014, KBART: Knowledge Bases and RelatedTools Recommended Practice (March 2014) 2014 KBART Automation: NISO RP-26-2019, KBART Automation: Automated Retrieval of Customer Electronic Holdings (June 2019) 2019 KBART Phase III: Initiated in December 2019 2019
  • 12. KBART Phase IITitle List Format publication_title print_identifier online_identifier 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 first_author title_id embargo_info coverage_depth notes publisher_name publication_type date_monograph_published_print date_monograph_published_online monograph_volume monograph_edition first_editor parent_publication_title_id preceding_publication_title_id access_type
  • 13. Why does this matter? We significantly influence or control the selection, organization, preservation, and dissemination of information. CODE OF ETHICS OFTHE AMERICAN LIBRARY ASSOCIATION
  • 15. Holdings Admin APIs Link Resolver A-Z Usage Analysis Resource Mgmt KB The Role of the Knowledge Base (KB) Focused on library e-resource lifecycle support which is “non-linear, repetitive and ongoing.” ASSESS SELECT ACQUIRE DESCRIBE & MANAGE MARKET DISCOVERACCESS
  • 17. Let us know on the chat board. What frustrates you the most about knowledge bases?  Inaccurate metadata  Missing titles  Requires too much customization  Not enough collaboration between publishers and vendors  Anything else?
  • 18. Gaps in Knowledge Bases • Lack of trust in publisher metadata • Lack of communication between librarians, publishers, and vendors • Appropriate copy • Rights management • Not specific to any institution • Duplication of efforts Photo by Elijah Ekdahl on Unsplash
  • 19. Reconciliation & AccessVerification • Package management at NCSU to address the lack of trust in publisher metadata • Reconciliation for entitlements • Reconcile orders to publisher title lists • Reconcile orders to knowledgebase title lists • Access verification for metadata accuracy • Identify collections that require extra scrutiny • Fix at failure or disruption for more reliable collections
  • 20. Future of Knowledge Bases • KBART Automation • Centralized resource management well- integrated • Integrated with ILS system • Usage and Cost data integrated with key decision points • Extending the KB to include license rights and limitations • Impacting analytics Photo by ErolAhmed on Unsplash
  • 21. KBART Automation What problems could KBART Automation solve? Reduce duplication of efforts Faster delivery of metadata across our systems More accurate holdings information What problems could KBART Automation create? Problems in metadata are less visible Less awareness of when updates are made Fewer opportunities for customization
  • 22. What issues could KBART Automation Solve? • Lack of trust in publisher metadata • Lack of communication between librarians, publishers, and vendors • Rights management • Not specific to any institution • Duplication of efforts Photo by Shot by L.M. Martín on Unsplash
  • 23. What’s ahead and other thoughts • Improve communication across stakeholders (within the library, across publishers, etc.) • Improve resource discovery and ultimately decrease the amount of time spent on metadata workflows. • Usage statistics: COUNTER has released “Incorporating KBart files with Release 5 reports” Photo by chuttersnap on Unsplash
  • 24. Let us know on the chat board. What would you like to have in future knowledge bases?  More robust, institution specific KBART files sent from my publisher to my knowledge base  More robust, institution specific KBART files sent from my publisher to me  An ILS centered on the knowledge base
  • 25. THANKS FOR WATCHING! Questions? Contact us at • Beth Ashmore – beashmor@ncsu.edu • Elizabeth Levkoff Derouchie – elizabeth.derouchie@samford.edu • EricVan Gorden – evangorden@ebsco.com

Editor's Notes

  1. Everyone Photo by chuttersnap on Unsplash So, what does this all mean? We need to focus on improving communication across our stakeholders, not only externally, but internally as well. If we aren’t working with our reference librarians to help us report problems that are actively getting in the way of discovery, then we can’t actively report those problems. Personally, I have found that many vendors are receptive to changing or fixing a problem, but they have to know about it. I’ve found that to be true in a lot of different instances. And the goal here is to work together, so when problems in metadata arise, we aren’t recreating the wheel. You saw Eric’s slide before showing the numbers – and those are just for EBSCO. And many libraries, if they haven’t already, are moving towards using KBART data, or KB data, in their workflows right now, and we continue to find new ways to use that information. One example is how COUNTER has released a PDF which details how to use KBART files with Release 5 reports to better examine, I believe, zero usage. I’d really like to hear your thoughts on some of this Eric-- **The bridge between what the vendor is trying to accomplish and what the librarian can accomplish; flow of information and data quality**