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Building a Shared Community for the
Management of Library Resources
Principle: Do once and share

KB+ Context:

  It doesn’t seem like the best use of academic librarians’ time
  to have them all maintaining the same data, in the same
  products, when that work could either be done once centrally
  and shared or co-ordinated across the wider academic library
  community both nationally and internationally.

  the challenge libraries face managing different versions of
  ‘their’ data in different silos – be it the publisher, the link
  resolver knowledge base, the subscription agent, or indeed
  their own local LMS systems and resource discovery tools.
  KB+ has an opportunity to provide one central source of
  institutional data that is shared across all stakeholders as
  required.
What does KB+ do now?(1)

Replaces manual records and filing cabinets for ERM
Maintains local subscription data in one place (currently nesli2
deals)
Populated from generic, verified subscription information held by
JISC Collections
Maintains list of journal entitlements for ‘big deals’ (packages)
for each year
Enables packages to be linked with one or more publisher or
aggregator platforms
Can edit start dates and end dates for individual journal titles
(useful for keeping link resolvers up-to-date)
Enables ‘core’ titles to be identified for each subscription year
(the titles that are so often ‘in dispute’ with publishers at renewal)
Links journal subscription data and entitlements to the relevant
licenses
What does KB+ do now?(2)

Provides summary license terms ‘at a glance’, showing ‘rights’:
   Coursepacks
   Interlending
   Walk-in
   Partners, etc.
Allows original licenses (documents) to be uploaded
Allows for local and shared Notes to be added
When changes are made to generic subscription data or licenses,
library staff are alerted to accept (or reject) local changes
Journal titles and entitlements can be edited individually or in
batches to suit local needs
Packages can be copied to act as templates for new packages or
created from scratch
Dashboard (including Alerts)
Subscriptions / Packages taken
Manage package
Manage journal entitlements
Summary licence information
Alerts / Change notifications
What is planned next? (1)

Renewals functionality being implemented
   Enables comparison between deals and years
   e.g. between a publisher’s 2013 and 2012 list of entitlements
   Differences shown in reports
   Local changes can be made and then the data uploaded from
   the edited spreadsheet
Historical data and post-cancellation rights
   Collect and normalise historical data relating to journal
   agreements
   Title lists and licences from e and paper formats
   Normalise data and load into KB+
Multi-year representation
   Navigation / filtering of multi-year data in user interface,
   reports and exports
What is planned next? (2)

Data Management and Workflows
  Maintain and update all current data for 2013 including
  updates to Licence and Subscription information
  Support for management, tracking and cascading of generic
  KB+ changes to your local KB


Add in new agreements, especially non-JISC
agreements
  E-journal agreements
  Full text databases
  E-book agreements
  Open access
What is planned next? (3)

Consortium relationships
   Functionality to enable consortia to use KB+ efficiently,
   drawing on the SHEDL exemplar
Communication and building the Community
   Improvement of Notes and Alerts to support communication
   and annotation across the KB+ community
   Community Advisory Group will be consulting on how to make
   KB+ the first port of call for library staff and communication
   across the community
Integration
   Journal Usage Statistics Portal (JUSP) and Electronic Licence
   Comparison and Analysis Tool (Elcat)
   Other third party services via imports and exports of data, e.g.
   see JISC HIKE Project at Huddersfield
Sustainability

Free until August 2013
   Complete 2 major releases (Dec 12 and July 13)
   Pre-populate with local and national data


Relationship to JISC offer not yet confirmed
   Continue as part of central offering?
   Standalone service?
   Part of a collection of other services?


Provisional pricing
   based on new JISC bands (feedback)
Impact

Improving the reliability of e-library data, thereby
improved end user experience and trust
Reducing time and cost spent managing data that
underpins ERM, especially renewals
Adding value and accuracy to vendor knowledge bases
that drive library systems and link resolvers (ROI)
Improve licensing and negotiation in UK, especially
through more reliable historical data and entitlements
“Do once and share” principle working at many levels
Potential for enhanced communication between
librarians and institutions
Successful shared service
l.earney@jisc-collections.ac.uk
@liamearney
@jisckbplus
http://www.jisc-collections.ac.uk/KnowledgeBasePlus/

Author: Liam Earney with additional edits from Nicholas Lewis, January 2013.

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KB+_ jan_2013_compatible

  • 1. Building a Shared Community for the Management of Library Resources
  • 2. Principle: Do once and share KB+ Context: It doesn’t seem like the best use of academic librarians’ time to have them all maintaining the same data, in the same products, when that work could either be done once centrally and shared or co-ordinated across the wider academic library community both nationally and internationally. the challenge libraries face managing different versions of ‘their’ data in different silos – be it the publisher, the link resolver knowledge base, the subscription agent, or indeed their own local LMS systems and resource discovery tools. KB+ has an opportunity to provide one central source of institutional data that is shared across all stakeholders as required.
  • 3. What does KB+ do now?(1) Replaces manual records and filing cabinets for ERM Maintains local subscription data in one place (currently nesli2 deals) Populated from generic, verified subscription information held by JISC Collections Maintains list of journal entitlements for ‘big deals’ (packages) for each year Enables packages to be linked with one or more publisher or aggregator platforms Can edit start dates and end dates for individual journal titles (useful for keeping link resolvers up-to-date) Enables ‘core’ titles to be identified for each subscription year (the titles that are so often ‘in dispute’ with publishers at renewal) Links journal subscription data and entitlements to the relevant licenses
  • 4. What does KB+ do now?(2) Provides summary license terms ‘at a glance’, showing ‘rights’: Coursepacks Interlending Walk-in Partners, etc. Allows original licenses (documents) to be uploaded Allows for local and shared Notes to be added When changes are made to generic subscription data or licenses, library staff are alerted to accept (or reject) local changes Journal titles and entitlements can be edited individually or in batches to suit local needs Packages can be copied to act as templates for new packages or created from scratch
  • 10. Alerts / Change notifications
  • 11. What is planned next? (1) Renewals functionality being implemented Enables comparison between deals and years e.g. between a publisher’s 2013 and 2012 list of entitlements Differences shown in reports Local changes can be made and then the data uploaded from the edited spreadsheet Historical data and post-cancellation rights Collect and normalise historical data relating to journal agreements Title lists and licences from e and paper formats Normalise data and load into KB+ Multi-year representation Navigation / filtering of multi-year data in user interface, reports and exports
  • 12. What is planned next? (2) Data Management and Workflows Maintain and update all current data for 2013 including updates to Licence and Subscription information Support for management, tracking and cascading of generic KB+ changes to your local KB Add in new agreements, especially non-JISC agreements E-journal agreements Full text databases E-book agreements Open access
  • 13. What is planned next? (3) Consortium relationships Functionality to enable consortia to use KB+ efficiently, drawing on the SHEDL exemplar Communication and building the Community Improvement of Notes and Alerts to support communication and annotation across the KB+ community Community Advisory Group will be consulting on how to make KB+ the first port of call for library staff and communication across the community Integration Journal Usage Statistics Portal (JUSP) and Electronic Licence Comparison and Analysis Tool (Elcat) Other third party services via imports and exports of data, e.g. see JISC HIKE Project at Huddersfield
  • 14. Sustainability Free until August 2013 Complete 2 major releases (Dec 12 and July 13) Pre-populate with local and national data Relationship to JISC offer not yet confirmed Continue as part of central offering? Standalone service? Part of a collection of other services? Provisional pricing based on new JISC bands (feedback)
  • 15. Impact Improving the reliability of e-library data, thereby improved end user experience and trust Reducing time and cost spent managing data that underpins ERM, especially renewals Adding value and accuracy to vendor knowledge bases that drive library systems and link resolvers (ROI) Improve licensing and negotiation in UK, especially through more reliable historical data and entitlements “Do once and share” principle working at many levels Potential for enhanced communication between librarians and institutions Successful shared service