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Building a Better Knowledgebase: A Community Perspective Kate Hill, NCSU Libraries Fellow Maria Collins, Head of Acquisitions & Discovery North Carolina State University Libraries

Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

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While knowledgebases have become essential tools for electronic resources management, little research has been done about how practitioners have integrated them into their everyday workflows. Inspired by a partnership with the GOKb project, which aims to build an open source knowledgebase, librarians at North Carolina State University set out to investigate the practical requirements, areas of improvement, and desired enhancements that librarians have for their knowledgebases. During this program, the presenters will describe the results of a survey about knowledgebase use sent to electronic resources managers across the country. The survey results will be supplemented by individual points of view gathered from in-depth interviews with selected respondents.The program will conclude with a look at how the findings of the investigation can be applied to the GOKb project. At the end of the session, the attendee should walk away with an understanding of trends in knowledgebase management, areas where the greatest improvement is needed, and ideas for enhancing knowledgebase functionality in an open source setting. Maria Collins Head of Acquisitions and Discovery, North Carolina State University Maria Collins is the head of Acquisitions and Discovery at North Carolina State University Libraries. The Acquisitions & Discovery department was formed through the merger of acquisitions and cataloging in June 2012. Her other positions held at NCSU since 2005 include serials librarian, associate head of Acquisitions and the head of Content Acquisitions and Licensing. She previously worked as serials librarian and serials coordinator at Mississippi State University Libraries. Maria is editor of Serials Review and was the column editor for SR's Electronic Journal Forum. She also chairs the team developing NCSU's locally developed electronic resource management system, E-Matrix, and participates in the Kuali OLE and Global Open KnowledgeBase (GOKb) projects. Katherine Hill North Carolina State University Katherine Hill is a library fellow in Acquisitions and Discovery, at North Carolina State University Libraries. In that role, she has been involved in planning and designing the open source knowledge base GOKb as well as e-acquisitions workflows for the open source ILS, Kuali OLE.

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Page 1: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Building a Better Knowledgebase: A Community Perspective

Kate Hill, NCSU Libraries FellowMaria Collins, Head of Acquisitions & DiscoveryNorth Carolina State University Libraries

Page 2: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Or Joining the Goat Rodeo!

Page 3: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Outline of Talk

• Introduction and Context for Survey: GOKb

• Methodology• Where KBs stand now• KBs and the Future: Movement in the KB

space• Take-aways

Page 4: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Why?

• Build a picture of the current methods of KB management

• Understand the mindset of the Goat Herder (ER Librarians)

• Learn improved ways of Community Wrangling/Building

Page 5: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Rounding up the Herd: Data Gathering

• Make up:– 19 questions, multiple choice/open answer– Three categories

• Targeted listservs and librarians who care about KBs

• Interviewed five volunteers

Page 6: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

The goats who came back: Data analysis

• 64 Respondents• Coding, Categorizing, and Graphing.• Questions for interviews to further

elucidate findings

Page 7: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

How many goats do we need anyway: Defining a KB

Page 8: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements
Page 9: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

The keyword is Comprehensive

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“Include Streaming Media and Other Non-Book, Non-Journal E-Resources”• Streaming Media/ Digital music and scores• IR/locally hosted content• Data sets• Standard IDs• Publisher information• OA content• Article level metadata• Local catalogs

Page 11: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

“All of our Information is in One Place”

The Global and the Local are equally importantAccess again rises to the top

Page 12: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Defining a Knowlegebase

“It knows everything that is online and has a link to everything that is online to get the

user there, it provides access and the metadata of title, date, url, package and publisher about all electronic resources.”

Page 13: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Goats on the move: Services we want to use our KB data

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Page 15: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

• Providing Access is highly important• ERM/Discovery-newer or not used

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“The Link Resolver is in Constant Use”

Access again!

Page 17: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

The Grass is Always Greener: A Caveat about KB Problems

Page 18: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

“It's Hard to Say, It's a “Goat Rodeo" Out There.”

Not consistent because certain formats are a messAs librarians, we often only see the problems, not the successes

Page 19: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Problems with the Data

Page 20: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

“Our Serials are a Mess”

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“Content Vendors are unable to tell us what they are selling”

Librarians feel out of the data loop

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“Bad data, bad data, bad data”

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“The data is not updated frequently, if at all”

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“Faulty vendor-supplied metadata”

Most inaccuracies reported=categories tied directly to patron access (not titles this time!)

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“There are title inconsistencies even within an aggregator’s own content platforms!”

Titles continue to be problematicPart and parcel with Change Tracking issues

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“Ebook data is sketchy.”

Much smaller data set/types of fields noted - harder to draw conclusionsMany of these would be brand new to KBs

Page 27: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Solving KB problems: What the community would like to see

improved

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“Improvement of any or all of the above problem”

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“Greater Ability to Fix Errors Without Going Through Cumbersome Reporting Process”

Relates directly to issues with slowness, title tracking, and communication

Page 30: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Importance of Tracking Changes over Time

Page 31: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

“more consistency in quality of data across publishers”

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“Notifications When Updates Have Been Made to Certain Collections”

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They are all important; Choosing the best

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Importance of metadata for Managing Journals

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Importance of Metadata for Managing Ebooks

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One size does not fit all!

• Additional data elements needed to describe other formats• Ebooks• Streaming

media

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Streaming Media: Beyond the usual Metadata desired

•Date (year, start/end dates)•File types (media/content type)•Length of film (run time)•Author•Section level URL •Source name•Equipment needed

•Usage restrictions•Sub start/end dates•Director, creators and actors•Studio•Authentication type •Database URL

Page 38: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Movement in the KB space: Future Direction and Possibilities

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Page 40: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Integration with the ILS: No longer an isolated service

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Standards

ONIX

Page 42: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Join the KB rodeo: KB+, GOKb, and National KBs

Page 43: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

KB+: Balancing Act

Page 44: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

• Mellon Grant, April 2012-Dec 2013

• Knowledgebase for Kuali OLE

• Build a Global Open Knowledgebase (GOKb) that will be community maintained

• Focus on data management and integration services

Community Source Projects: Better Together

Page 45: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

GOKb Partners

Page 46: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Initial GOKb scope

• Knowledgebase for Kuali OLE• Community managed data• The “managed collection”• Not a replacement for vendor Kbs• Open dataset available to all• Way for libraries and vendors to share

identifiers

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GOKb Timeline

GOKb and KB+ collaborate on data

model

GOKb Phase I:Proof of Concept

Release

GOKb funded by Andrew W. Mellon

Foundation and Kuali OLE Partner libraries

GOKb Public Release

Continued community development with support of Kuali OLE, JISC, and future Project Partners

GOKb Phase II:Partner Release

Page 48: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Concerns about GOKb

• Quality of data• Amount of work/time required• Training• Managing multiple

kbs/integrating data• Managing varied local data• Size of the community/adequate

participation• Provider/Publisher Cooperation• Timely updates• Admin Support• Need to see utility to daily work

• Understanding global data/changes

• Comparison to Commercial KBs• Consistent decision-making• Auto vs manual updates to

data• Varied community expertise• Tracking who performed

changes/Source of changes• Money• Use of standards• Competence of permanent

staff involved at GOKb

Page 49: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Principles

Page 50: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Community Data Management

Roles•GOKb editors•OLE partner editors•Other editors•Data contributors

Page 51: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Co-referencing Service: Building a bridge between identifiers and resources

Page 52: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

International Cooperation and National KBs

Page 53: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Also in this space: LOCKSS, Keepers• LOCKSS: Preservation

of content; concern with entitlements

• The Keepers Registry: knowing who is archiving content; also concerned with entitlements

Page 54: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Take-aways • KB’s are considered core systems for providing access to e-resources.

• The community expects a KB to include everything electronic and licensed.

• Strong concerns exist about the information supply chain – speed, accuracy and standards adoption.

Page 55: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Take-aways•The community is strongly interested in accurate data related to the title, not only title normalization but also title history. •There are strong concerns about data quality, the community is hopeful that projects like GOKb will make a difference.

Wondering….Can we do it?

Page 56: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Take-aways• People want systems that

integrate and want to solve the problem of siloed data.

• The community values both global and local data, which expands the scope of KBs beyond access to management

• There is movement in the KB space – solutions and new directions will soon follow. Relying on each other

Page 57: Building a Better Knowledgebase: An Investigation of Current Practical Uses and Requirements

Questions?

• It may be a goat rodeo out there, but imagine the possibilities!