KBART (Knowledge Bases and Related Tools) is a joint NISO and UKSG project that establishes best practices for content providers to supply metadata to knowledgebase vendors in order to ensure users can access subscribed content. The document discusses the KBART recommended practices for data elements, file format, and frequency of exchange, as well as the KBART endorsement process and priorities such as expanding endorsements and education.

1. KBART Update
MARLENE VAN BALLEGOOIE, UNIVERSITY OF TORONTO LIBRARIES
ALA – NISO ANNUAL UPDATE
JUNE 26, 2016

2. What is KBART?
Knowledge
Bases
And
Related
Tools
A recommended practice to improve the
supply of metadata from content providers
to knowledgebases
Joint project between NISO and UKSG
Phase 1
◦ Completed in 2010
◦ Main focus on serials
Phase 2
◦ Completed in 2014
◦ Build on Phase 1 to accommodate ebooks,
OA publications, consortial holdings

3. 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
KBART Data Elements

4. • KBs are the center of the
e-resource universe
• Tracks new additions,
title drops, URL changes
• Ensures user is sent to
the appropriate copy
that the library
subscribes to
KB
Link
Resolver
MARC
Records
ERM
Discovery
Index
Knowledgebases

5. Knowledgebase Supply Chain
KB Vendors are
dependent upon
content providers
for the data in
knowledgebases
KB Vendors
acquire data
• Website
• File delivery
• Automation
KB 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 KB Vendor Library

6. The Problem
If metadata contained in the knowledgebase is incorrect or
missing, it impacts all services that are reliant upon it (ERM,
discovery service, OPAC, etc.)
Common issues:
◦ Title changes / title transfers / ceased titles
◦ Incorrect coverage dates
◦ Incorrect standard identifiers (ISBN, ISSN)
◦ Missing/outdated information on what is included in
content packages

7. KBART to the Rescue
Best practice guidelines for the delivery of metadata from
content providers to knowledgebase vendors
◦ Data fields (what elements to include and how to format
them)
◦ File format
◦ File naming conventions
◦ Method of exchange
◦ Frequency of exchange

8. • Magaly Bascones, JISC
• Ben Johnson, ProQuest
Co-chairs:
• Nettie Lagace, Associate
Director for Programs
NISO
representative:
Who is KBART?
Administration

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)
• 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)

10. KBART Endorsement Process
1. Provider submits file to the KBART Standing Committee
(kbart@niso.org)
2. Format and content are reviewed by KBART Standing
Committee members and recommendations made
3. If revisions are necessary, content provider makes
recommended changes and re-submits file for
endorsement
4. Make data publicly available to your supply chain
contacts
5. Endorsed!

11. KBART Registry
https://sites.google.com/site/kbartregistry/

12. Current Priorities
Outreach to content providers, solicit more endorsements
Re-endorse providers for Phase II
Develop materials to make it easier to implement KBART
KBART education for content providers
◦ Charleston pre-conference (November 2015)
◦ NASIG pre-conference (June 2016)
◦ Where next? You tell us where we need to go!

13. Future Work
Exploring cross-recommendation collaborations (such as
ODI)
Changes in the industry
◦ Non-textual content
◦ Automated exchange of title lists
◦ Library-specific entitlements
Potential changes to the scope of KBART

14. For more information
Recommended practice:
http://www.niso.org/publications/rp/rp-9-2014/
Website
http://www.niso.org/workrooms/kbart/
E-mail
kbart@niso.org
m.vanballegooie@utoronto.ca