knowledgebase+_ jan_2013v2

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 implementedEnables 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 rightsCollect 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 representationNavigation / filtering of multi-year data in user interface, reports and exports

What is planned next? (2)

Data Management and WorkflowsMaintain 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 relationshipsFunctionality to enable consortia to use KB+ efficiently, drawing on the SHEDL exemplar

Communication and building the CommunityImprovement 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

IntegrationJournal 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

Free until August 2013Complete 2 major releases (Dec 12 and July 13)

Pre-populate with local and national data

Relationship to JISC offer not yet confirmedContinue as part of central offering?

Standalone service?

Part of a collection of other services?

Provisional pricing based on new JISC bands (feedback)

Sustainability

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

Impact

l.earney@jisc-collections.ac.uk@liamearney@jisckbplushttp://www.jisc-collections.ac.uk/KnowledgeBasePlus/

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