global open knowledgebaes: harnassing emerging technologies to support electronic resources...
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Presented at Electronic Resources and Libraries 2014 by Kristin Antelman and Liam EarneyTRANSCRIPT
Global Open Knowledgebase: Harnessing Emerging Technologies to Support Electronic Resources Management
Kristin Antelman, NCSU LibrariesLiam Earney, Jisc Collections
March 18, 2014ER&L
Fragmentation
Integration: costly or impossible
Integration: costly or impossible
The knowledge base supports delivery
“Discovery happens elsewhere”
The knowledge base supports delivery
“Discovery happens elsewhere”
The knowledge base supports management
P and E workflows
Receive first issue at check in
Give first issue to unit manager
Pass to staff member
responsible for title
Usable record available from
OCLC?
Overlay record onto brief record
Complete record according to
local policies and procedures
Create original record according to local policies and procedures
Review original record
Create predictions,
check in, and label first issue
Send first issue to current
periodicals area or branch library
Yes
Pass to principle cataloger for
review
Return to staff member with any
corrections
Overlay record onto brief record
No
Record on monthly stats
sheet
Notify shelving manager of new title (Hunt=DS;
Hill=MM)
Finalize record
Print title acquired
Close Remedy ticket
Notify Collection Management
A&D staff A&D unit manager
A&D librarian
Key
Access point creation (print resource)
Assign Remedy ticket and first issue
to staff for cataloging
Append catalog request to
Remedy ticket and assign to unit manager
Reassign Remedy ticket to orderer (w/ title control no. and
call no.)
Receive first issue at check in
Give first issue to unit manager
Pass to staff member
responsible for title
Usable record available from
OCLC?
Overlay record onto brief record
Complete record according to
local policies and procedures
Create original record according to local policies and procedures
Review original record
Create predictions,
check in, and label first issue
Send first issue to current
periodicals area or branch library
Yes
Pass to principle cataloger for
review
Return to staff member with any
corrections
Overlay record onto brief record
No
Record on monthly stats
sheet
Notify shelving manager of new title (Hunt=DS;
Hill=MM)
Finalize record
Print title acquired
Close Remedy ticket
Notify Collection Management
A&D staff A&D unit manager
A&D librarian
Key
Access point creation (print resource)
Assign Remedy ticket and first issue
to staff for cataloging
Append catalog request to
Remedy ticket and assign to unit manager
Reassign Remedy ticket to orderer (w/ title control no. and
call no.)
Receive first issue at check in
Give first issue to unit manager
Pass to staff member
responsible for title
Usable record available from
OCLC?
Overlay record onto brief record
Complete record according to
local policies and procedures
Create original record according to local policies and procedures
Review original record
Create predictions,
check in, and label first issue
Send first issue to current
periodicals area or branch library
Yes
Pass to principle cataloger for
review
Return to staff member with any
corrections
Overlay record onto brief record
No
Record on monthly stats
sheet
Notify shelving manager of new title (Hunt=DS;
Hill=MM)
Finalize record
Print title acquired
Close Remedy ticket
Notify Collection Management
A&D staff A&D unit manager
A&D librarian
Key
Access point creation (print resource)
Assign Remedy ticket and first issue
to staff for cataloging
Append catalog request to
Remedy ticket and assign to unit manager
Reassign Remedy ticket to orderer (w/ title control no. and
call no.)
Register title for access with
publisher
IP authentication
available?
Add log in info to alt logins web
page
Provide publisher with NCSU IP
ranges if necessary
IP access already
established?
Add title to EZ Proxy config file
No
Yes
Yes
No
Usablerecord available
from OCLC?
Overlay brief record with
OCLC record
Yes
Create or derive original record according to
local policies and procedures
No
Complete record according to
local policies and procedures
Verity OPAC functionality
Pass to principle cataloger for
review
Review original or derived record
Return to staff member
Notify staff member via Remedy that
proxy has been configured
Verify access
Acq follow up required? No
Complete follow up
Overlay record onto brief record
Activate title in Serials Solutions
Finalize record
Close Remedy ticket
Online title acquired
Notify Collection Management resource is
available
A&D librarian
Key
Access point creation (electronic resource)
360MARC record
available?Yes
Verity journal list functionality
Unit Specialist
Unit Staff
Append catalog request to Remedy ticket and assign to
unit manager
Assign Remedy ticket to staff
member
No
Reassign Remedy ticket to orderer with follow-up
instructions
Yes
Request EZProxy configuration
P and E workflows
Register title for access with
publisher
IP authentication
available?
Add log in info to alt logins web
page
Provide publisher with NCSU IP
ranges if necessary
IP access already
established?
Add title to EZ Proxy config file
No
Yes
Yes
No
Usablerecord available
from OCLC?
Overlay brief record with
OCLC record
Yes
Create or derive original record according to
local policies and procedures
No
Complete record according to
local policies and procedures
Verity OPAC functionality
Pass to principle cataloger for
review
Review original or derived record
Return to staff member
Notify staff member via Remedy that
proxy has been configured
Verify access
Acq follow up required? No
Complete follow up
Overlay record onto brief record
Activate title in Serials Solutions
Finalize record
Close Remedy ticket
Online title acquired
Notify Collection Management resource is
available
A&D librarian
Key
Access point creation (electronic resource)
360MARC record
available?Yes
Verity journal list functionality
Unit Specialist
Unit Staff
Append catalog request to Remedy ticket and assign to
unit manager
Assign Remedy ticket to staff
member
No
Reassign Remedy ticket to orderer with follow-up
instructions
Yes
Request EZProxy configuration
Register title for access with
publisher
IP authentication
available?
Add log in info to alt logins web
page
Provide publisher with NCSU IP
ranges if necessary
IP access already
established?
Add title to EZ Proxy config file
No
Yes
Yes
No
Usablerecord available
from OCLC?
Overlay brief record with
OCLC record
Yes
Create or derive original record according to
local policies and procedures
No
Complete record according to
local policies and procedures
Verity OPAC functionality
Pass to principle cataloger for
review
Review original or derived record
Return to staff member
Notify staff member via Remedy that
proxy has been configured
Verify access
Acq follow up required? No
Complete follow up
Overlay record onto brief record
Activate title in Serials Solutions
Finalize record
Close Remedy ticket
Online title acquired
Notify Collection Management resource is
available
A&D librarian
Key
Access point creation (electronic resource)
360MARC record
available?Yes
Verity journal list functionality
Unit Specialist
Unit Staff
Append catalog request to Remedy ticket and assign to
unit manager
Assign Remedy ticket to staff
member
No
Reassign Remedy ticket to orderer with follow-up
instructions
Yes
Request EZProxy configuration
Receive first issue at check in
Give first issue to unit manager
Pass to staff member
responsible for title
Usable record available from
OCLC?
Overlay record onto brief record
Complete record according to
local policies and procedures
Create original record according to local policies and procedures
Review original record
Create predictions,
check in, and label first issue
Send first issue to current
periodicals area or branch library
Yes
Pass to principle cataloger for
review
Return to staff member with any
corrections
Overlay record onto brief record
No
Record on monthly stats
sheet
Notify shelving manager of new title (Hunt=DS;
Hill=MM)
Finalize record
Print title acquired
Close Remedy ticket
Notify Collection Management
A&D staff A&D unit manager
A&D librarian
Key
Access point creation (print resource)
Assign Remedy ticket and first issue
to staff for cataloging
Append catalog request to
Remedy ticket and assign to unit manager
Reassign Remedy ticket to orderer (w/ title control no. and
call no.)
P E
Global Open Knowledgebase (GOKb)
GOKb is a freely available community-managed data repository that will contain key publication information about electronic resources as it is represented within the supply chain from content publishers to suppliers to libraries.
GOKb partners
Collaboration with Jisc
Jisc agreements
Manage licenses
Load entitlements
Link to usage data
Alerts
KB+: A shared service for UK libraries
GOKb timeline
2012$ 2013$ 2014$ 2015$2011$ 2016$
GOKb%and%KB+%collaborate%on%data%
model$
GOKb%1.x:%Proof%of%Concept%
Release%
Funded%by%Mellon%Founda@on%&%Kuali%OLE%Partnership%
GOKb%3.x%Public%Release%
Community%development%New%partners%
Enhanced%func@onaity$GOKb%2.x:%Partner%Release%
GOKb in the ecosystem
International interest in GOKb
OpenRefine with GOKb extension
OpenRefine with GOKb extension
OpenRefine with GOKb extension
OpenRefine with GOKb extension
OpenRefine with GOKb extension
Demo GOKb
GOKb futures: e-books
E-book packages and providers
Chapters
OA ebooks
Change
GOKb futures: linked data
TIPPs
Organizational Name Authority
IDs
GOKb futures: linked data
TIPPs
Organizational Name Authority
IDs
GOKb futures: linked data
TIPPs
Organizational Name Authority
IDs
GOKb futures: building connections
Preservation entitlements
Usage
Change management
OA (DOAJ, DOAB)
GOKb futures: building community
GOKb futures: building community
GOKb & KB+
editors
GOKb futures: building community
GOKb & KB+
editors
OLE partners
GOKb futures: building community
GOKb & KB+
editors
OLE partners
GOKb partners
GOKb futures: building community
GOKb & KB+
editors
OLE partners
GOKb partners
Community
GOKb futures: building community
GOKb & KB+
editors
OLE partners
GOKb partners
Community
vendors
publishers
standards bodies
related projects
GOKb futures: improving practice
KB A
KB B
KB C
provider A
provider B
provider C
provider D
provider E
lib 1
lib 2
lib 3
lib 4
lib 5
lib 6
The KB as infrastructure?
The KB as infrastructure?
GOKb
provider A
provider B
provider C
provider D
provider E
KB A
KB B
KB C
lib 4
lib 5
lib 6
lib 4
lib 5
lib 6