KB+ & GOKb: The Kuali OLE Community Model for E-Resources Management

KB+ & GOKb: The Kuali OLE Community Model for E-Resources ManagementSponsored by

Owen Stephens Owen Stephens ConsultingMichael Winkler University of Pennsylvania

OverviewWhat GOKb is and status of the projectHow GOKb is working with Kuali OLEThe KB+ project - what it is and how it is working with GOKbA look into GOKbNext steps for GOKbWhat is 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.Centro de Distribuio Regional do Grupo Martins em Camaari (Brasil), inaugurado em 2010. Secom Bahia http://commons.wikimedia.org/wiki/File:Warehouse_of_Grupo_Martins_in_Cama%C3%A7ari_%28Brazil%29.jpg

Fisher Fine Arts Library, University of Pennsylvania, Philadelphia, Pennsylvania, USA.Daderot. http://commons.wikimedia.org/wiki/File:Fisher_Fine_Arts_Library_-_IMG_6613.JPGGOKb = Global Open Knowledgebase

Metal type sorts arranged on a composing stick.James Arboghast (talk). http://en.wikipedia.org/wiki/File:Sorts_on_composing_stick.jpgGOKb Partners

GOKb Timeline201220132014201520112016GOKb and KB+ collaborate on data modelGOKb Phase I:Proof of Concept ReleaseFunded by Mellon Foundation & Kuali OLE PartnershipGOKb Public ReleaseCommunity development New partnersEnhanced functionaityGOKb Phase II:Partner ReleaseAnd we are creatingData modelSoftware & workflowCommunity of practice

5GOKb in the Lifecycle of Licensed ContentThe Knowledgebase supports, at each stage, management of resources

Using GOKb Data

International Cooperation

GOKb in the Ecosystem3rd Party Systems & ServicesKuali OLE & GOKbGOKb is the knowledgebase for Kuali OLEKuali OLE will consume data (and publish too) from GOKb RESTful interfacesKuali OLE partners are committed to the accuracy, timeliness, and maintenance of GOKbGOKb is supported by Kuali OLE, but is an open resource to allGOKb will bi-directionally integrate with Kuali OLECoordinated data model for mapping GOKb data into Kuali OLE KBART-like, with extended data elementsKuali OLE Workflow with GOKbUpdate ProcessRequest ProcessGOKb RESTful APIGOKbProvider Package FileOpen Refine Editing

CRED ProcessDiscovery ProcessUsersBib, Item, Platform, RequisitionsRoadmap Synchronization201320142015GOKB Phase 1: Proof of Concept ReleaseGOKB Phase 2: Partner ReleaseGOKB Public Release201320142015Kuali OLE 0.8:Testing ReleaseKuali OLE 1.0:Integration ReleaseKuali OLE 1.5:Early Adopter ReleaseKuali OLE 2.0:Partner ReleaseKuali OLE GOKb: Full Integration13KB+A shared, open, knowledgebase for UK HEMinimise duplication of effort across institutionsData made available under CC0 declarationLocal institutional data as well as national and global dataCommunication and Collaboration tools built in2009 - SCONUL Shared Services study prioritises ERM2010 - Detailed business requirements developed through 16 detailed case studies in UK HE sector2011 - Jisc Collections leads project to establish KB+ as a shared service2012 August KB+ goes into beta2013 - KB+ v3.3 released Because framed as a shared service from day one, always about above campus opportunitiesRepublish data about e-journal packages as CC0

Community features perhaps unique?14KB+ Datamodel

Simplified KB+ data modelCurrently team of data managers at Jisc populate the top half, while institutions can then use that information to setup details of subscriptions (or do so independently)15KB+ & GOKbGlobal (GOKb)

Local (KB+)

National (KB+)

Can see there is a general split between above campus and local - although with some overlap (e.g. organisations appear on both sides in various roles)GOKb is in the top part - the Jisc data managers will be able to enter data directly into GOKb, and will be replicated in KB+ as necessaryMay still be some above campus details in KB+ - e.g. negotiated licences

16A Look into GOKb17

First screen is a dashboard - driven by data issues to review18

Can search by any of the key GOKb entities:TitlesPackagesOrganisationsPlatformsTIPPsUsersetc.19

Example Package - lots of detail - categorisation of Packages - question is which data to prioritiseWorked with Kuali OLE and KB+ to understand requirements of data to record20

TIPPs - these are representations of Titles in a Package on a Platform (Hence TiPP)

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Example TIPP - again lots of properties - and Additional (aka Custom) properties mean this can be expanded in ad hoc way if necessary (as well as being able to add new properties in core product over time)TIPP contains coverage data - i.e. start and end dates22

Move to the Title (or TI) level - includes publisher history, working on supporting title history. Lists all TIPPs - so from title you can see all packages that include the title

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Organisations - authority listOrganisations have roles - not all Orgs can fulfill all rolesIncludes Office details for contacts etc.From an Organisation record you can navigate easily to titles they publish, licences, packages etc. etc.

24Open Refine & GOKbJournal data comes in all shapes and sizesNeed a tool that:Makes it easy to edit files with hundreds to thousands of journalsIs usable by non-programmers but can apply complex transformationsMakes it easy to apply the same operations over and over againLots of variation in how journal data made availableHow publishers and content providers present data can have some odd quirks (variation in titles, incorrect ISSNs, different publisher names etc. etc.)

25Open Refine & GOKbAfter looking at a range of options, settled on Open RefineBuilt an extension that:Supports shared workspaceEnforces data integrityMakes common operations easy to applyhttps://wiki.kuali.org/display/OLE/OpenRefineReviewed several rule based software optionsDecided Refine was best suited, Open Source, Active Community and established mechanism for extendingBuilt GOKb Extension for Refine (also available as open source)26

Shared workspaceShared workspace with checkin/checkout workflow makes it easy to collaborate on projects

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Data integrityActive feedback on state of file at all times, highlighting errors and warnings28Data integrity

Ability to lookup values from GOKb ensures data quality and authority control on key entities29Data integrity

Ability to lookup values from GOKb ensures data quality and authority control on key entities30

Quick resolutionAll feedback comes with quick resolutions to enable editors to resolve issues quickly and easily - especially where standard resolutions are known31Quick resolution

Example of a quick resolution - rename a column32

Once file has no errors can import (aka ingest) to GOKb - either as incremental update (normal process) or as a Replacement (used when you want to overwrite existing package completely)33

An ingest from Refine typically creates data review tasks in GOKb - taking us back to the dashboard you see when you first login to GOKb. Expect to support more sophisticated task management in future releases34Next Steps for GOKbContinued software developmentRecruiting a GOKb EditorCommunity engagement:Editorial workflowsSupply chainOther projectsData, data, data!&3 or 4 further releases by the middle of 2014Including API for integration with Kuali OLE and KB+

the GOKb editor will be responsible for GOKbs data quality and workflows, and be point person for community contacts about GOKb, including outreach and training. Based at the NCSU Libraries, the GOKb editor will be located in the Acquisitions and Discovery department, and will be one of a cohort of four electronic resources librarians.

Dialogue with the supply chain over real use cases for shared IDs and the GOKb co-referencing serviceDevelop understanding of community editorial workflows and how they can be enabled within and around GOKbAppointmentWork with the ONIX-PL Encoding ProjectThank you & QuestionsFind out more: http://gokb.orgOwen Stephens: owen@ostephens.comMichael Winkler: winkler4@upenn.edu