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UKSG Conference 2016 Bournemouth, UK 11-13 April, 2016 Building Trust in a National Bibliographic Knowledgebase Breakout Session, Group C Neil Grindley Jisc

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Page 1: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

UKSG Conference 2016Bournemouth, UK11-13 April, 2016

Building Trust in a National Bibliographic Knowledgebase

Breakout Session, Group C

Neil GrindleyJisc

Page 2: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Three parts to the session

A. What is the problem that needs fixing?

B. What is the proposed solution?

C. What related work is happening?

Page 3: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

The National Monograph Strategy2012 - 2014

The VisionWithin 5 years UK researchers and students will have unparalleled access to a distributed national research collection enabled by an open collaborative national infrastructure

Page 4: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Strategy

Page 5: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

CC BY-SA 3.0

By: ZephyrisWikimedia Commons

Strategy Solutions

Page 6: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Jisc Library Support

Services Report

The Bibliographic Services Implications

Report

BIBDOG

The Bibliographic Data Oversight

Group

Implement recommendations

The Bibliographic Data Roadmap Group (BDRG)

2013 2014 2015 2016

Page 7: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

http://monographs.jiscinvolve.org/wp/

Page 8: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

1. There is a fundamental need for a new national-scale service to drive a range of required functions

2. The new service should consist of an aggregated database and its management should be outsourced to an organisation that is capable of delivering the service as core business at scale

3. The primary focus of future effort should be on supporting UK academic libraries with collections management. Resource discovery and records delivery are of secondary importance

The recommendations …

https://monographs.jiscinvolve.org/wp/files/2015/11/BiblioData_NMS_Next_Steps.pdf

Page 9: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

4. The data contributed to the new system must remain sharable and reusable by all contributing organisations and by other relevant organisations that support discovery and records delivery

5. The route to greater impact for contributed library data is through exposure to global search engines and other high impact web-scale channels rather than through reliance on Jisc-funded discovery interfaces

6. The new system should combine knowledge about both print and digital publications for services to be efficient and effective

The recommendations …

https://monographs.jiscinvolve.org/wp/files/2015/11/BiblioData_NMS_Next_Steps.pdf

Page 10: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

What problems are we trying to solve?

Libraries want to make data-driven decisions about the management of their print and digital book collections but the data that is currently available does not allow them to do this with confidence

Libraries want to ensure that researchers and learners have sustainable and convenient access to digital books but it is currently not obvious what is available or what could readily be made available

Page 11: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Part A - Discussion

We need to build trust across the sector that what we’re planning to do is strategically correct and is based on a broad consensus …

• Do the problem statements resonate with people?• Is there broad agreement that a new collaborative

national scale system that aggregates UK library data (and links it to other useful sources of data) should be designed and built as soon as it is practicable?

Page 12: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

What is the proposed solution?To design and build a National Bibliographic Knowledgebase (NBK)

The National Bibliographic Knowledgebase (NBK) will aggregate and interoperate with a collection of data sources that will describe where books are kept and in what formats and under what conditions they are available to be accessed and used.

Page 13: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

What is a National Bibliographic Knowledgebase?

Legal Deposit Libraries

Academic Research Libraries

Teaching & Business Engaged Libraries

Specialist Libraries

Availability Data

Usage Data

Document Delivery

Managing Print Collections

Digitisation and PreservationResource Discovery

Copy Cataloguing

Open Access Book

Directories

Benchmarking Collections

Page 14: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

The availability of library resources and whether an item is available for loan, interlibrary loan or digital document delivery;

The availability of eBooks from publishers or through aggregators in bundles and packaged licensed deals and as part of subscription arrangements

Whether a resource is available from a third-party provider of digital versions or copies of books (for example: HathiTrust, Gutenberg Project, Internet Archive, Google Books)

Links to author manuscripts or other versions of books that are legally available in institutional repositories or other locations asides from the published ‘version of record’

What does ‘availability data’ refer to?

Page 15: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

What does ‘usage data’ refer to?

Data from libraries that indicates how often an item has been borrowed or accessed

eBook usage statistics

Page 16: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

What services might support the NBK?

Legal Deposit Libraries

Academic Research Libraries

Teaching & Business Engaged Libraries

Specialist Libraries

Availability Data

Usage Data

Document Delivery

Managing Print Collections

Digitisation and PreservationResource Discovery

Copy Cataloguing

Open Access Book

Directories

Benchmarking Collections

Page 17: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Availability Data

Usage Data

What services might support the NBK?

Page 18: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Availability Data

Usage Data

What services might support the NBK?

Community

Engagement

Advice & Guidance

Data Quality Enhanceme

nt

Page 19: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

What services might enhance the NBK?

Legal Deposit Libraries

Academic Research Libraries

Teaching & Business Engaged Libraries

Specialist Libraries

Availability Data

Usage Data

Document Delivery

Managing Print Collections

Digitisation and PreservationResource Discovery

Copy Cataloguing

Open Access Book

Directories

Benchmarking Collections

Page 20: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Availability Data

Usage Data

What services might enhance the NBK?

Page 21: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Availability Data

Usage Data

What services might enhance the NBK?

Collection Management

Assurance of Data Accessibility

Version Tracking & Linking

Facilitation of New Publishing Models

Support for Novel Forms of Metadata Research

Page 22: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Data-driven strategyTo enable UK academic libraries to make cooperative collection management and development decisions with reference to the largest possible aggregation of UK library data

Collection management

To help libraries rationalise their print stock and reduce their physical footprint through a better understanding of what is rare and what is common (and what is currently available and what is likely to remain available)

Better eBook data To contribute to the data flows that will make it easier (cheaper and more efficient) to discover, obtain and manage e-books

Digital access (licensing)

To support a national level framework that clarifies rights and permissions to access scholarly digital materials (or where necessary it facilitates the lawful creation of digital copies of inaccessible print materials)

Digital access (discovery)

To support the discovery and delivery of the best quality and most persistently accessible digital version of scholarly materials wherever they are globally available

Openness / innovation

To allow any service provider (including Jisc) to integrate with or build more effective discovery, analysis and management tools/services on top of the most comprehensive, open and best quality aggregation of UK library data that it is possible to build

6 Objectives of the NBK

Page 23: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Data-driven strategyTo enable UK academic libraries to make cooperative collection development and library policy decisions with reference to the largest possible aggregation of UK library data

Collection management

To help libraries rationalise their print stock and reduce their physical footprint through a better understanding of what is rare and what is common (and what is currently available and what is likely to remain available)

Better eBook data To contribute to the data flows that will make it easier (cheaper and more efficient) to discover, obtain and manage e-books

Digital access (licensing)

To support a national level framework that clarifies rights and permissions to access scholarly digital materials (or where necessary it facilitates the lawful creation of digital copies of inaccessible print materials)

Digital access (discovery)

To support the discovery and delivery of the best quality and most persistently accessible digital version of scholarly materials wherever they are globally available

Openness / innovation

To allow any service provider (including Jisc) to integrate with or build more effective discovery, analysis and management tools/services on top of the most comprehensive, open and best quality aggregation of UK library data that it is possible to build

6 Objectives of the NBK

Page 24: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Data-driven strategyTo enable UK academic libraries to make cooperative collection development and library policy decisions with reference to the largest possible aggregation of UK library data

Collection management

To help libraries manage their print stock and their physical footprint through a better understanding of what is rare and what is common (and what is currently available and what is likely to remain available)

Better eBook data To contribute to the data flows that will make it easier (cheaper and more efficient) to discover, obtain and manage e-books

Digital access (licensing)

To support a national level framework that clarifies rights and permissions to access scholarly digital materials (or where necessary it facilitates the lawful creation of digital copies of inaccessible print materials)

Digital access (discovery)

To support the discovery and delivery of the best quality and most persistently accessible digital version of scholarly materials wherever they are globally available

Openness / innovation

To allow any service provider (including Jisc) to integrate with or build more effective discovery, analysis and management tools/services on top of the most comprehensive, open and best quality aggregation of UK library data that it is possible to build

6 Objectives of the NBK

Page 25: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Data-driven strategyTo enable UK academic libraries to make cooperative collection development and library policy decisions with reference to the largest possible aggregation of UK library data

Space managementTo help libraries manage their print stock and their physical footprint through a better understanding of what is rare and what is common (and what is currently available and what is likely to remain available)

Better eBook data To contribute to the data flows that will make it easier (cheaper and more efficient) to discover, obtain and manage e-books

Digital access (licensing)

To support a national level framework that clarifies rights and permissions to access scholarly digital materials (or where necessary it facilitates the lawful creation of digital copies of inaccessible print materials)

Digital access (discovery)

To support the discovery and delivery of the best quality and most persistently accessible digital version of scholarly materials wherever they are globally available

Openness / innovation

To allow any service provider (including Jisc) to integrate with or build more effective discovery, analysis and management tools/services on top of the most comprehensive, open and best quality aggregation of UK library data that it is possible to build

6 Objectives of the NBK

Page 26: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Data-driven strategyTo enable UK academic libraries to make cooperative collection development and library policy decisions with reference to the largest possible aggregation of UK library data

Space managementTo help libraries manage their print stock and their physical footprint through a better understanding of what is rare and what is common (and what is currently available and what is likely to remain available)

Better eBook data To contribute to the data flows that will make it easier (cheaper and more efficient) to discover, obtain and manage e-books

Digital access (licensing)

To support a national level framework that clarifies rights and permissions to access scholarly digital materials (or where necessary it facilitates the lawful creation of digital copies of inaccessible print materials)

Digital access (discovery)

To support the discovery and delivery of the best quality and most persistently accessible digital version of scholarly materials wherever they are globally available

Openness / innovation

To allow any service provider (including Jisc) to integrate with or build more effective discovery, analysis and management tools/services on top of the most comprehensive, open and best quality aggregation of UK library data that it is possible to build

6 Objectives of the NBK

Page 27: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Data-driven strategyTo enable UK academic libraries to make cooperative collection development and library policy decisions with reference to the largest possible aggregation of UK library data

Space managementTo help libraries manage their print stock and their physical footprint through a better understanding of what is rare and what is common (and what is currently available and what is likely to remain available)

Better eBook data To contribute to the data flows that will make it easier (cheaper and more efficient) to discover, obtain and manage e-books

Digital access (licensing)

To support a national level framework that clarifies rights and permissions to access scholarly digital materials (or where necessary it facilitates the lawful creation of digital copies of inaccessible print materials)

Digital access (discovery)

To support the discovery and delivery of the best quality and most persistently accessible digital version of scholarly materials wherever they are globally available

Openness / innovation

To allow any service provider (including Jisc) to integrate with or build more effective discovery, analysis and management tools/services on top of the most comprehensive, open and best quality aggregation of UK library data that it is possible to build

6 Objectives of the NBK

Page 28: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Data-driven strategyTo enable UK academic libraries to make cooperative collection development and library policy decisions with reference to the largest possible aggregation of UK library data

Space managementTo help libraries manage their print stock and their physical footprint through a better understanding of what is rare and what is common (and what is currently available and what is likely to remain available)

Better eBook data To contribute to the data flows that will make it easier (cheaper and more efficient) to discover, obtain and manage e-books

Digital access (licensing)

To support a national level framework that clarifies rights and permissions to access scholarly digital materials (or where necessary it facilitates the lawful creation of digital copies of inaccessible print materials)

Digital access (discovery)

To support the discovery and delivery of the best quality and most persistently accessible digital version of scholarly materials wherever they are globally available

Openness / innovation

To allow any service provider (including Jisc) to integrate with or build more effective discovery, analysis and management tools/services on top of the most comprehensive, open and best quality aggregation of UK library data that it is possible to build

6 Objectives of the NBK

Page 29: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Academic & Specialist Libraries

<geek><geek>

<geek>

Large scale Service Provider

UK National Bibliographic

Knowledgebase

Bibliographic Data Services

Researchers &

Learners

NBKDatase

t

How will it be built?

Page 30: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Academic & Specialist Libraries

<geek><geek>

<geek>

Large scale Service Provider

UK National Bibliographic

Knowledgebase

Bibliographic Data Services

Researchers &

Learners

NBKDatase

t

How will it be built?

Page 31: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Part B - Discussion

We need to phase the building of the NBK (over the next few years) so that it starts delivering value as early as possible …

• What are the early gains that the NBK can make for its stakeholders?

• We need libraries and publishers and content resellers and licensing & collecting agencies and global digital content aggregators to support the NBK. How do we do that?

Page 32: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

What related work is happening?The Jisc Bibliographic Data – National Monograph Solutions Project (BD-NMS)

Data Digital Access

• Specify and design NBK• Selection of NBK service

provider• Clarification of metadata

issues• Refine the business model• Collaborate with data

providers• Design value added services

• Digital access pilot project scoping

• Gathering sector requirements

• eBook tracking & decision support

• Licensing and rights data • Global digital access options

Page 33: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley
Page 34: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

A Wishlist of Digital Titles

Page 35: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Packa

ge on

lyPri

ce

Format

>chap

ter

Not ava

ilable

Not in U

K

No instit OoP

Outside

CLAOthe

r0

100

200

300

400

500

600

700

800

2258

1760

706

43 70 58 75 103

Problem analysis

From 1200 submitted titles …

E-book available only in a package

E-book version too expensive

Format unsuitable

More than 1 chapter required digitally

No e-book available at all

No e-book available in UK

No institutional licence available

Out of print

Outside the CLA license

Page 36: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Pre-1959 1960-1969 1970-1979 1980-1989 1990-1999 2000-2009 2010-20160%

20%

40%

60%

80%

100%

120%

How digitally available are requested titles?*

No e-book e-book available*based on data submitted by pilot

institutions

Across every decade, less books are available digitally

Is this particular to genres and publishers?

Anecdotally, the 80’s and 90’s were particularly bad for digitised titles

Are Scottish titles disproportionately unavailable in digital formats?

Can we design visualisations to help us talk to publishers and design digitisation strategies?

Can we help libraries to more efficiently understand what is available?

Page 37: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

Part C - Discussion

We should be able to design the NBK so that we can extract and exploit intelligence from the way that it is used …

• How should we gather information?• Are there any sensitivities with this data?

Page 38: UKSG Conference 2016 Breakout Session - Building trust in a National Bibliographic Knowledgebase, Neil Grindley

UKSG Conference 2016Bournemouth, UK11-13 April, 2016

Building Trust in a National Bibliographic Knowledgebase

Breakout Session, Group C

Neil [email protected]

Thanks for coming to the session!