1. KBART Phase II: Ensuring
Access with Accurate Metadata
Noah Levin
Metadata Manager
Springer

2. KBART Working Group
Knowledge
Bases
And
Related
Tools

3. Metadata Supply Chain
Knowledgebase: Holdings information used by an OpenURL link resolver

4. Metadata Supply Chain
The supply chain of metadata between content providers (publishers) and knowledgebases

5. The Problem
If the holdings information in the knowledgebase is
outdated/incorrect, it impacts the OpenURL link resolver and all
systems reliant upon it (discovery services, OPAC, ILL, etc.)

6. KBART Background
Who – Publishers, Aggregators, KB vendors, Libraries
What – Universal holdings metadata format to improve the
OpenURL Knowledgebase metadata supply chain
Where – NISO KBART Workroom
http://www.niso.org/workrooms/kbart
When –
Phase I – Released Jan 2010
Endorsement of Phase I – Began June 2010
Phase II - Released April 7, 2014 *Supercedes KBART Phase I*
Why – Better access for users through accurate holdings data

7. Who is behind KBART II

Standards organizations

UKSG and NISO

Working group members (stakeholders):

Knowledgebase vendors
− ExLibris, OCLC, Serials Solutions, EBSCO

Content Provider (Publisher & Aggregators)
− ASP, AIP, Royal Society Publishing, Springer

Subscription Agents

Libraries & Consortia

Full list –http://www.niso.org/workrooms/kbart/phase2roster/

8. KBART Registry
 Clearinghouse for KBART metadata
 Endorsed publishers, vendors, etc.
 Contact information
 URL's to KBART metadata
 https://sites.google.com/site/kbartregistry/

9. Original Phase I Fields (16)

10. Updating the Rec’s
 Spreading the word and outreach
 Working with content providers, vendors, etc.
 Soliciting broad feedback (all feedback included in
Phase II Recommendations)
 Focus on 3 new areas

11. 3 Areas of Emphasis
 Freely available content
 Ebooks & Conference Proceedings
 Consortial Holdings
 9 new fields (for a total of 25) & applicable new
guidelines

12. Free Content: New Field
 1 new field, 1 modification to existing field
New “access_type” field
Type can be “F,” for free content, or “P” for paid
content (is aligned with OAMI rec’s thus far)
Free text describing details may be entered into
existing “coverage_notes” field.

13. Free Content Issues
 KBART is not endorsing any particular
Open Access model
• For “F” to be used, 100% of title’s content must be
freely available
 Difficulty with hybrid titles (author pays OA,
embargoes, rolling access walls, etc.)
 Needs to be addressed at the article-level

14. Ebooks & Conference
Proceedings, Part 1
 8 new fields total
 1 new field applies to differentiate formats
New “publication_type” field
Type can be “monograph,” “journal,” or “conference
proceeding”

15. Ebooks & Conference
Proceedings, Part 2
Field Description
publication_type Serial (i.e., journals and conference proceeding
series) or monograph (i.e., book, eBook, conference
proceeding volume)
date_monograph_published_print Date of monograph first published in print
date_monograph_published_online Date of monograph first published online
monograph_volume Number of volume for monograph (applicable to
eBooks and conference proceedings; for
proceedings, volume within the conference
proceedings series)
monograph_edition Edition for book
first_editor First editor (for monographs, i.e., ebooks or
conference proceedings volumes)
parent_publication_title_id Title ID of parent publication (for a conference
proceeding volume, its parent_publication_title_id is
the title_id of the conference proceedings series)
preceding_publication_title_id Title ID of preceding publication title, for journal
serials and conference proceeding serials.

16. Ebook & Conference
Proceedings: Issues
 Some existing fields already apply to
monographs and serials (e.g. identifier fields for
ISSN/ISBN)
 Some new fields are used for certain formats
(e.g. “monograph_edition”)
 “preceeding_publication_title_ID” can be
problematic

17. Consortial Holdings
 Librarians & consortium managers really wanted
this (and more)!
 Lack of readily available consortium lists
 No new fields for this area specifically, rather,
new guidelines

18. Consortial Holdings:
Guidelines
 Will require separate lists under 2
circumstances:
1) Package consists of unique titles
-or-
2) Package consists of unique coverage dates

19. Consortial Holdings: File
naming conventions
“[ProviderName]_[Region/Consortium]_[PackageName]
_[YYYY-MM-DD].txt”
 Global lists (i.e. universal list)
Ex:JSTOR_Global_AllTitles_2013-01-14.txt
 Consortium specific lists
Ex: Oxford_SCELC_AllTitles_2013-01-09.txt
 Region specific lists
Ex: Springer_Asia-Pacific_Medicine_2013-01-28.txt

20. How we got to Phase II
Draft of KBART Phase II released Oct, 2013 for public
comment period
Received 45+ comments
Group met and discussed each individually
Nettie, Chad, Magaly spend holidays drafting
responses and making changes to rec’s ;)
D2D Committee approves Phase II, April 7, 2014!
NISO KBART RP-9-2014 is at:
http://www.niso.org/publications/rp/rp-9-2014/

21. What's next?
6 month transition to Phase II, target of September,
2014!
 Standing committee
 Focus on endorsement, maintenance
 Work with new content providers

22. Useful Resources to Google
NISO KBART Workroom
KBART Phase I Final Report
KBART Phase II Final Report (RP-9-2014)
KBART Registry
Link Resolvers and the Information Supply Chain