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Deep Dive Into KBART

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Join members of the NISO KBART (Knowledge Bases and Related Tools) Standing Committee as they guide you through the ins and outs of the KBART Phase II Recommended Practice. Through classroom instruction and hands-on experience, the workshop will provide in-depth coverage of all KBART data elements, with special focus on many of the most frequently asked questions about the recommended practice. The session will also outline the steps in the KBART adoption process and highlight the benefits of endorsement. Participants will also gain insight into how the provision of standardized metadata can increase exposure of their electronic content, ensure smoother interoperability with knowledge base and link resolver vendors, and ultimately improve end user access. Don’t be afraid to take the plunge and see what KBART can do for you!

Presenters: Marlene van Ballegooie, Metadata Librarian, University of Toronto; Sheri Meares, EBSCO; Kristen Wilson, Associate Head of Acquisitions & Discovery, North Carolina State University Libraries

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Deep Dive Into KBART

  1. 1. A Deep Dive Into A TUTORIAL FOR CONTENT PROVIDERS NASIG 2016
  2. 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. 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. 4. Agenda Introduction to KBART Supply chain perspectives Metadata exchange --- KBART for serials Serials activity --- KBART for monographs Monographs activity Wrap up
  5. 5. What is KBART? Knowledge Bases And Related Tools UKSG/NISO Working group (2007-2014) NISO Standing Committee (2014-present)
  6. 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. 7. Who is KBART? Cross-industry Information professionals Working together … is easier
  8. 8. KBART administration • Magaly Bascones, JISC • Ben Johnson, ProQuest Co-chairs: • Nettie Lagace, Associate Director for Programs NISO representative:
  9. 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)
  10. 10. Why KBART?
  11. 11. Knowledge bases Titles/packages Resource Management Discovery Linking
  12. 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. 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. 14. What is a vendor? A vendor is an organization that creates library systems products and services (using KBs)
  15. 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
  16. 16. KBART sample
  17. 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. 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
  19. 19. KBART Registry https://sites.google.com/site/kbartregistry/
  20. 20. Three perspectives on the value of KBART
  21. 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. 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. 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. 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
  25. 25. Library perspective KB Link Resolver MARC Records ERM Discovery Index
  26. 26. Library perspective Errors and inconsistencies in knowledge base data cause services to break down.
  27. 27. Library perspective Better data leads to a better user experience.
  28. 28. Library perspective KBART files are a good source of well-formatted data describing content libraries have purchased.
  29. 29. Metadata exchange with KBART
  30. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 40. KBART for Serial Publications
  41. 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.)
  42. 42. 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
  43. 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. 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. 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. 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. 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. 48. Title change resources Ulrichsweb (Proquest product) ISSN Portal (International ISSN Centre) Library catalogs (i.e. Library of Congress, National Libraries)
  49. 49. 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.
  50. 50. 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
  51. 51. 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
  52. 52. 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).
  53. 53. 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
  54. 54. 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)
  55. 55. 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
  56. 56. 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
  57. 57. 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
  58. 58. 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
  59. 59. 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.
  60. 60. 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).
  61. 61. Quiz! In which columns should the following types of ISSNs be included? a) Print ISSN b) Electronic ISSN c) Microfilm ISSN d) Linking ISSN
  62. 62. 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
  63. 63. 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
  64. 64. 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
  65. 65. title_url For serials, this page should link to a listing of the available volumes and issues.
  66. 66. title_url For conference proceedings and book series titles, provide the URL that points to the series in general, not a specific volume.
  67. 67. 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.
  68. 68. title_id
  69. 69. 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.
  70. 70. 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
  71. 71. 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.
  72. 72. 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.
  73. 73. Quiz! Which page should the title_url field point to?
  74. 74. Quiz! Which page should the title_url field point to?
  75. 75. Quiz Which of the following represents a 12 month embargo on current content? a) P1Y b) R12M c) P12M
  76. 76. Quiz Which of the following represents a 12 month embargo on current content? a) P1Y b) R12M c) P12M
  77. 77. 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.
  78. 78. 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
  79. 79. 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
  80. 80. 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
  81. 81. 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.”
  82. 82. 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
  83. 83. Quiz! What are examples of values that can go in the following fields? a) Coverage Depth b) Publication Type c) Access Type
  84. 84. 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
  85. 85. Quiz! In what fields might you see the provider’s unique identifier appear?
  86. 86. Quiz In what fields might you see the provider’s unique identifier appear? title_url title_id preceding_publication_id
  87. 87. 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...
  88. 88. KBART for E-Books
  89. 89. I’ll be covering… Any textual work that isn’t a serial ◦ Book ◦ Dissertations ◦ Legal works ◦ Reports ◦ Fact sheets ◦ Manuscripts ◦ Transcripts ◦ Graphic novels ◦ Etc.
  90. 90. 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.
  91. 91. 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.
  92. 92. 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).
  93. 93. 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.
  94. 94. 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
  95. 95. 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.
  96. 96. 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).
  97. 97. 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).
  98. 98. 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
  99. 99. 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
  100. 100. 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)
  101. 101. 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
  102. 102. 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
  103. 103. 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.
  104. 104. title_url For monographs, this page should link to a table of contents.
  105. 105. title_url For book series or conference proceedings the title_url for the series should be different that the title_url for each volume
  106. 106. 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
  107. 107. 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.
  108. 108. title_id title_id
  109. 109. title_id title_id
  110. 110. 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.
  111. 111. 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.
  112. 112. 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.
  113. 113. 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
  114. 114. 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
  115. 115. 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
  116. 116. 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
  117. 117. 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
  118. 118. 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.
  119. 119. 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.
  120. 120. 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
  121. 121. 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!
  122. 122. 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.
  123. 123. 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
  124. 124. 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
  125. 125. 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
  126. 126. 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
  127. 127. 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
  128. 128. 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.
  129. 129. 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.”
  130. 130. Activity: Build your own KBART file
  131. 131. 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...
  132. 132. Non-KBART RP-covered content types
  133. 133. 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.
  134. 134. 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.
  135. 135. Next steps for KBART “where does these footsteps lead to ?” by Vinoth Chandar is licensed under CC BY 2.0.
  136. 136. 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
  137. 137. QUESTIONS? kbart@niso.org http://www.niso.org/workrooms/kbart

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