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A Deep Dive Into
A TUTORIAL FOR CONTENT PROVIDERS
NASIG 2016
Introductions – us!Sheri Meares
Senior Director, Knowledge Base, EBSCO
Marlene van Ballegooie
Metadata Technologies Manager, University of Toronto Libraries
Kristen Wilson
Associate Head of Acquisitions & Discovery, NC State University Libraries
Introductions – you!What is your name and where are you from?
What is your interest in KBART?
Do you currently use KBART in any way?
If you only take one thing away from this workshop, what do you hope it will be?
AgendaIntroduction to KBART
Supply chain perspectives
Metadata exchange
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KBART for serials
Serials activity
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KBART for monographs
Monographs activity
Wrap up
What is KBART?
Knowledge Bases And Related Tools
UKSG/NISO Working group (2007-2014)
NISO Standing Committee (2014-present)
(Very brief) history of KBARTJames Culling’s 2007 UKSG Report
◦ “Link Resolvers and the Serials Supply Chain”
◦ http://www.uksg.org/projects/linkfinal
KBART Aim: Develop a recommended practice to ensure the timely transfer of accurate data to knowledge bases and link resolver providers.
Phase 1 – Completed in 2010◦ Main focus was on metadata for serials
Phase 2 – Completed in 2014◦ Build on Phase 1 recommendations
◦ Focus on e-book, Open Access and consortia metadata
Who is KBART?
Cross-industry
Information professionals
Working together
… is easier
KBART administration
• Magaly Bascones, JISC
• Ben Johnson, ProQuestCo-chairs:
• Nettie Lagace, Associate Director for Programs
NISO representative:
KBART standing committeeContent providers
• Kathy Marcaccio (Gale Cengage Learning)
• Julie Zhu (IEEE)
• Noah Levin (Springer)
• Laird Barrett (Taylor & Francis Group)
Knowledgebase vendors
• Sheri Meares (EBSCO Information Services)
• Christine Stohn (Ex Libris, Inc.)
• Kristen Wilson (GOKb)
• Ben Johnson (ProQuest)
• Bill Brembeck (OCLC)
Librarians
•Dominic Benson (Brunel University London)
•Magaly Bascones(Jisc)
•Kristen Wilson (NC State University)
•Marlene van Ballegooie (University of Toronto)
Why KBART?
Knowledge bases
Titles/packagesResource
Management
Discovery Linking
Knowledge base supply chain
Vendors are dependent upon content providers for the data in knowledge bases
Vendors acquire data
• From libraries
• Website
• File delivery
• Automation
Vendor ingests metadata into KB
• Extract
• transform
• loads data
Libraries use KB data to manage, discover and connect to resources they pay for
Content Provider Vendor Library
What is a content provider?Content Provider (or just provider) is an
organization that provides access to online content, either paid or free
•DOAJ, DOAB, ROAR, OpenDOAR, Etc.
•EBSCO, ProQuest, Gale, Etc.
•Archive
•Repository
•IEEE, Gale, T&F, Springer, Etc.
PublisherLibrary-hosted
Open Access Portal
Aggregator
What is a vendor?
A vendor is an organization that creates library systems products
and services (using KBs)
What is KBART?
Recommendations for the transmission of data to knowledge bases (KBs)
Title and package data of electronic serials and books
Purchased/leased/accessed by libraries
Transparency of data exchanged
KBART sample
Why adopt KBART guidelines?Expose your content to greater usage
◦ OpenURL link resolvers and discovery services rely on publisher-supplied knowledge base data
◦ Accurate data increases exposure and usage of fulltext content and leads to better interoperability and access.
Universally accepted data format◦ Provides a standardized way to exchange and update product availability
details across the supply chain.
◦ Human-readable title list for marketing and product information.
Immediate return on investment◦ Single source where content providers can refer knowledge base providers,
aggregators, consortia and libraries.
KBART endorsement process1. Indicate your interest by contacting a KBART working group member
2. Read the requirements, accessible via http://www.niso.org/workrooms/kbart.The recommended practice also includes a data sample file
3. Format your e-journal and e-book content availability data to meet the requirements
4. Ensure that you have a process in place for regular data exchange as outlined in section 5.2 of the KBART report
5. Register your organization on the KBART registry website (sites.google.com/site/kbartregistry/), providing a link to download the newly KBART formatted dataset(s)
6. KBART will provide a logo for your site and issue a press release
7. Provide the KBART formatted data (or its download location) to your supply chain contacts
KBART Registry https://sites.google.com/site/kbartregistry/
Three perspectives on the value of KBART
Content provider perspectiveDiscovery and good metadata = $$$$
◦ If customers can’t find and access what they purchased then usage disappears
Let the customer know what they purchased!◦ The department that made the purchase is often not the same group that
manages the content & data.
Support the purchase of content by providing appropriate data
Provide data as widespread as possible◦ Send to knowledge bases
◦ Public access to title lists
Content provider challengesLegacy Systems
Prioritization within the organization◦ Convincing management of the importance
◦ Getting on an IT/technical roadmap
Data clean-up efforts that will make you cry
Staying ahead of the curve
KB vendor challengesBuilding relationships with content providers
Gathering data (varied formats, accuracy, consistency, and completeness)
Validating, correcting, and enriching the data
Converting it to the internal knowledge base format
Performing quality assurance
Keeping the knowledge base current
Why is KBART important to vendors?KBART provides a common format and schedule for data to be supplied
◦ Lower risk of errors
◦ Increased timeliness
◦ Reduced effort required to correct/compare common data
Vendors work with data from thousands of providers◦ De-duplicate results for the same title
◦ New York Times/ N.Y. Times/New York Times (Late New York Edition) = New York Times
◦ Disambiguate◦ Times (London, England : 1788)/ Times (Gainesville, Ga.)/ Times (Charleston, S.C.)
Enables vendors to focus on enhancing and enriching the data within the knowledge base
Library perspective
KB
Link Resolver
MARC Records
ERM
Discovery Index
Library perspectiveErrors and inconsistencies in knowledge base data cause services to break down.
Library perspectiveBetter data leads to a better user experience.
Library perspectiveKBART files are a good source of well-formatted data describing content libraries have purchased.
Metadata exchange with KBART
Method of exchangePosting holdings data to a dedicated webpage or FTP site is preferable.
E-mail exchange is not ideal because it is more difficult to incorporate into automated processing routines.
However, if posting to the web or FTP is unachievable, email is an acceptable alternative.
Frequency of exchangeA monthly metadata update is recommended.
If content is updated less frequently, you may choose a less frequent update schedule; more frequent content changes may require a more frequent update schedule.
File namingFile naming convention
◦ [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt
Provider Name ◦ Should be the platform at which the data is hosted.
Region/Consortium◦ Should include any information based on where the package is sold, or to
what consortium it applies.
File namingPackage Name
◦ Files should be named as customers would expect to see them labeled in the knowledge base.
Date ◦ File creation date using the ISO 8601 date format
TaylorandFrancis_Global_AllTitles_2014-08-30.txt
IOP_CRKN_ElectronicJournals_2015-01-01.txt
Springer_Asia-Pacific_Medicine_2015-01-28.txt
OECD_Global_AllTitles_2013-12-10.txt
MUSE_Global_Books2014Complete_2014-11-19.txt
Quiz!True or false?
KBART files should be generated for all available collections sold by a content provider, including Consortia deals if they differ from a standard collection.
Quiz!True or false?
KBART files should be generated for all available collections sold by a content provider, including Consortia deals if they differ from a standard collection.
True
File format, fields, and labelsAll metadata should be provided as plain text.
Text should be encoded as UTF-8.
Tab separated metadata file with column headers.
All fields are mandatory, if they exist.
Every field should appear in the order presented in KBART recommendation 6.6.1.
Extra fieldsIf it is desired to transmit additional information for purposes not required by the KBART Recommended Practice, extra data fields can be added after the last KBART utilized position, (access_type in position 25).
Quiz!What is the ideal method for delivering KBART lists?
a) E-mail
b) FTP site
c) Dedicated webpage
d) B and C
Which of the following is the correct syntax for naming a KBARTII file?a) [PackageName]_[YYYY-MM-DD].txt
b) [ProviderName]_[PackageName]_[YYYY-MM-DD].txt
c) [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt
d) None of the above
Quiz!What is the ideal method for delivering KBART lists?
a) E-mail
b) FTP site
c) Dedicated webpage
d) B and C
Which of the following is the correct syntax for naming a KBARTII file?a) [PackageName]_[YYYY-MM-DD].txt
b) [ProviderName]_[PackageName]_[YYYY-MM-DD].txt
c) [ProviderName]_[Region/Consortium]_[PackageName]_[YYYY-MM-DD].txt
d) None of the above
KBART for Serial Publications
I’ll be covering…Serials – journals, annuals, newspapers, etc.
Conference proceedings – series titles only
Monographic series – series titles only
(Individual volumes will be covered when we talk about monographs.)
KBART for serialspublicaton_title
print_identifier
online_identifier
date_first_issue_online
num_first_vol_online
num_first_issue_online
date_first_issue_online
num_first_vol_online
num_first_issue_online
date_last_issue_online
num_last_vol_online
num_last_issue_online
title_url
title_id
embargo_info
coverage_depth
notes
publisher_name
publication_type
preceding_publication_title_id
acces_type
KBART for serialsSome fields are never used for serials
◦ date_monograph_published_print
◦ date_monograph_published_online
◦ monograph_volume
◦ monograph_edition
◦ first_author
◦ first_editor
publication_titleFull name of the serial title as it appears on the print edition or home page
Avoid abbreviations
Include lead articles
British Medical Journal
BMJ
The Holocene
Holocene
publication_titleEnter book series/conference proceedings series titles as serial titles.
Volume titles will be entered separately as monographs.
Methods in Enzymology
Lecture Notes in Computer Science
Proceedings of Symposia in Applied Mathematics
Handling title changesPublishers should provide title history information if available.
Previous titles of a serial should be listed as separate entries, with their own set of coverage dates corresponding to the period of time in which that title was used.
The Preceding Publication Identifier can be used to indicate relationships between previous and later titles.
Handling title changes
publication_title print_identifier date_first_issue_online date_last_issue_online
Journal of New Drugs 0096-0284 1961-01-01 1966-21-31
Journal of Clinical Pharmacology and the Journal of New Drugs
0095-9863 1967-01-01 1970-12-31
The Journal of Clinical Pharmacology and New Drugs
0021-9754 1971-01-01 1973-12-31
The Journal of Clinical Pharmacology
0091-2700 1974-01-01
publication_title print_identifier date_first_issue_online date_last_issue_online
The Journal of Clinical Pharmacology
0091-2700 1961-01-01
Title change resourcesUlrichsweb (Proquest product)
ISSN Portal (International ISSN Centre)
Library catalogs (i.e. Library of Congress, National Libraries)
Quiz!Which of the following titles are not properly formatted for KBART?
a) JASIST
b) New England Journal of Medicine
c) Nature
d) Phys. Rev., A. Gen. Phys.
Quiz!Which of the following titles are not properly formatted for KBART?
a) JASIST Journal of the Association for Information Science and Technology
b) New England Journal of Medicine The New England Journal of Medicine
c) Nature
d) Phys. Rev., A. Gen. Phys. Physical Review A., General Physics
print_identifierFor serials, provide the ISSN. Use all 9 characters, including the hyphen and check digit.
◦ Book series/conference proceedings may also have serial ISSNs.
◦ Where multiple ISSNs exist, only the print format should be used.
0378-4363
03784363
378-4363
online_identifierFor serials, provide the e-ISSN. Use all 9 characters, including the hyphen and check digit.
1476-6256
20449887
Series and proceedings may have e-ISSNs too.
Additional identifiers may be included as extra data after the last utilized position (access_type in position 25).
online_identifierDon’t reuse online identifiers
publication_title print_identifier online_identifier date_first_issue_online
date_last_issue_online
European Journal of Forest Pathology
0300-1237 1439-0329 1997 1999
Forest Pathology 1437-4781 1439-0239 2000
publication_title print_identifier online_identifier date_first_issue_online
date_last_issue_online
European Journal of Forest Pathology
0300-1237 1997 1999
Forest Pathology 1437-4781 1439-0239 2000
date_first_issue_onlineDate of first serial issue available online that is part of the package described.
Use the ISO 8601 date format for all dates.
Non-numeric dates (e.g., Spring or Summer) are not supported in ISO 8601.
1991-01(First issue online January 1991)2007(First issue online 2007 annual volume)2013-05-01(First issue online May 1, 2013)
Examples of dates in ISO 8601Use only those parts of the date data that apply.
Date Date in ISO 8601 format
May 24, 2013 2013-05-24
January 18, 2012 2012-01-18
April 2014 2014-04
January 2015 2015-01
1999 1999
num_first_vol_onlineGive the volume number of the first issue online that is part of the package described.
Do not use captions (e.g., “vol.” or “v.”).
The house style for citing content may be used, if appropriate.
34
v. 34
Vol. 34
num_first_issue_onlineGive the issue number of the first issue online that is part of the package described.
Do not use captions (e.g., “no.” or “n.”).
Do not include supplement or part values.
The house style for citing content may be used (e.g., an alphanumeric value).
1
No. 1
n. 1
1A
date_last_issue_onlineDate of last serial issue available online that is part of the package described.
Use the ISO 8601 date format for all dates.
Leave this field blank if the journal is available “to the present.”
date_first_issue_online date_last_issue_online Interpretation
2012-05
2001-09-15 2008-03-15
1967-02 1986-04
May 2012 to the present
Sept. 15th 2001 to Mar. 15th 2008
Feb. 1967 to Apr. 1986
num_last_vol_onlineGive the volume number of the first issue online that is part of the package described.
Do not use captions (e.g., “vol.” or “v.”).
The house style for citing content may be used, if appropriate.
num_last_issue_onlineGive the issue number of the first issue online that is part of the package described.
Do not use captions (e.g., “no.” or “n.”).
Do not include supplement or part values.
The house style for citing content may be used (e.g., an alphanumeric value).
Quiz!In which columns should the following types of ISSNs be included?
a) Print ISSN
b) Electronic ISSN
c) Microfilm ISSN
d) Linking ISSN
Quiz!In which columns should the following types of ISSNs be included?
a) Print ISSN – print_identifier
b) Electronic ISSN – online_identifier
c) Microfilm ISSN – custom field after position 25
d) Linking ISSN – custom field after position 25
Quiz!Which of the following are properly formatted for date_first_issue_online?
a) 2007
b) 01/13/1983
c) Summer 2000
d) 1883-01-01
Quiz!Which of the following are properly formatted for date_first_issue_online?
a) 2007
b) 01/13/1983 1983-01-13
c) Summer 2000 2000-07
d) 1883-01-01
title_urlFor serials, this page should link to a listing of the available volumes and issues.
title_urlFor conference proceedings and book series titles, provide the URL that points to the series in general, not a specific volume.
title_idGive the proprietary identifier for the content title, if you use a title identifier to create links to content.
If more than one identifier exists, supply the title identifier used for linking.
This field may be left blank, but it would be preferable to include a title_id if one exists.
For series titles, provide the ID associated with the series, not a specific volume.
title_id
embargo_infoEmbargoes are most often the result of contractual limitations established between the publisher and content provider.
All embargoes involve a “moving wall”, a point in time that is relative to the present date. (e.g. 12 months ago).
This data field reflects the limitation on when resources become available online.
The embargo statement has three components: type, length and units.
embargo_infoType – Could be one of two values:
◦ “R” (“recurring”) is used if access to the journal begins at the moving wall.
◦ “P” (“period”) is used if access ends at the moving wall.
Length – use an integer to express the length of the embargo.
Units – Supply the units for the number used in the “length” value.◦ “D” is used for days
◦ “M” is used for months
◦ “Y” is used for years
Embargo examplesData Value Scenario
R365D A newspaper database provides access to content for the previous year
P1YA journal has a subscription model that gives customers access to all issues except the current calendar year.
P2YA journal provides access to all content except for the previous and current calendar year.
R5Y A journal has an access model that only supplies the past 5 years of content.
P180DA journal aggregator provides access to all content except for the past 180 days.
R1YA provider gives customers access to one “calendar year” of journal content starting in January of the current year.
coverage_depthIndicate the extent to which content is covered within the coverage range and embargo fields.
This field can contain three values:◦ fulltext – Indicates that the fulltext of the journal/monograph is available.
◦ selected articles – Indicates that coverage includes the fulltext of some, but not all articles. Coverage policy should be outlined in the notes field.
◦ abstracts – Indicates that coverage includes only abstracts of articles.
Quiz!Which page should the title_url field point to?
Quiz!Which page should the title_url field point to?
QuizWhich of the following represents a 12 month embargo on current content?
a) P1Y
b) R12M
c) P12M
QuizWhich of the following represents a 12 month embargo on current content?
a) P1Y
b) R12M
c) P12M
notesThis is an optional free-text field.
May be used to provide more details pertaining to coverage depth and other exclusions in content.
Excludes letters and books reviews.
Certain articles are Open Access supported by author fees.
Excludes graphics.
publisher_nameProvide the publisher name of the serial.
Do not confuse with the name of a third-party hosting platform.
American AntiquityHosted on IngentaConnectPublished by Society for American Archaeology
Aquatic ToxicologyHosted on Scholars PortalPublished by Elsevier
publication_typeThis field must contain one of two possible values:
◦ Serial – a journal, conference proceeding serial, or series title
◦ Monograph – an independent book or a volume within a series
preceding_publication_title_idIndicate the identifier of the preceding serial title if there has been a change in the title.
Field should contain the same value as the title_id of the preceding title in the file.
Only include the title_id immediately preceding the title being described.
publication_title title_id Preceeding_publication_title_id
Academic Pediatrics 18762859 15301567
Ambulatory Pediatrics 15301567
access_typeF = Free content
◦ 100% of the content must be free
P = Paid content◦ If a title has a mix of paid and Open Access or free content, the access type
for a title should be indicated as fee-based, with the value “P.”
access_typeIn the case of a hybrid title with both free and with paid content, the title records should be repeated as many times as necessary to indicate coverage ranges for each type of access.
publication_title date_first_issue_online date_last_issue_online access_type
Acta Tropica 1995-03 2014-12 P
Acta Tropica 2015-01 2015-01 F
Acta Tropica 2015-02 P
Quiz!What are examples of values that can go in the following fields?
a) Coverage Depth
b) Publication Type
c) Access Type
Quiz!What are examples of values that can go in the following fields?
a) Coverage Depth – fulltext, selected articles, abstracts
b) Publication Type – serial, monograph
c) Access Type – free, paid
Quiz!In what fields might you see the provider’s unique identifier appear?
QuizIn what fields might you see the provider’s unique identifier appear?
title_url
title_id
preceding_publication_id
Activity:Spot the errors in a KBART fileUse the review template and data sheet provided to spot as many errors as possible in this KBART file.
Online versions of documents:
Worksheet: https://goo.gl/rdLhlkData: https://goo.gl/kXtEmB
To create a working copy, choose File>Make a copy… or File>Download as...
KBART for E-Books
I’ll be covering…Any textual work that isn’t a serial
◦ Book
◦ Dissertations
◦ Legal works
◦ Reports
◦ Fact sheets
◦ Manuscripts
◦ Transcripts
◦ Graphic novels
◦ Etc.
I’ll also be covering…Individual volumes of conference proceedings and monographic series
Some tips…◦ Book series and conference proceedings series are treated as a serial.
◦ Individual volumes treated as a monograph.
◦ In the KBART file, connections are made between the series and its component volumes.
KBART Phase II and e-booksKBART Phase II now accommodates e-book metadata.
Monograph specific fields have been created◦ date_monograph_published_print
◦ date_monograph_published_online
◦ monograph_volume
◦ monograph_edition
◦ first_editor
KBART Phase I field first_author should be used for monographs only.
KBART Phase II and e-booksSome fields do not apply to monographs:
◦ date_first_issue_online
◦ num_first_vol_online
◦ num_first_issue_online
◦ date_last_issue_online
◦ num_last_vol_online
◦ num_last_issue_online
Remaining fields can be used for both serials and monographs (i.e. publication_title, title_url, title_id).
publication_titleGive the full name of the publication as it appears on the print edition or on its web home page.
Special characters should be encoded using the UTF-8 character set.
Package titles should not be given as individual titles within metadata files.
Leading articles should be included in natural language order.
publication_titleHidden Lives of Brahman, The
The Hidden Lives of Brahman
Bioinformatics and Functional Genomics, Second Edition
Bioinformatics and Functional Genomics
NOTE: Edition information is recorded in monograph_edition field
Introduction to Modeling in Physiology and Medicine
publication_titleVolume 1: Rescuing the Enlightenment from Itself
Rescuing the Enlightenment from ItselfNOTE: Volume information is recorded in monograph_volume field.
Aaron Wildavsky Forum for Public Policy, Volume 4 : Falling Behind : How Rising Inequality Harms the Middle Class (2nd Edition)
Falling Behind: How Rising Inequality Harms the Middle ClassNOTE: Volume information is recorded in monograph_volume field. Edition information is recorded in monograph_edition field. Book series should be described separately.
print_identifierFor books, use the ISBN-13 identifier, as available.
Link resolvers can convert from the 10-digit ISBN, if necessary.
Where multiple ISBNs exist, only the print format should be used.
Additional identifiers may be included as extra data after the last utilized position (access_type in position 25).
online_identifierFor monographs, provide the e-ISBNs for a title, if one has been created.
Additional identifiers may be included as extra data after the last utilized position (access_type in position 25).
Format identifier examples
Additional identifiers may be included as extra data in field after the last KBART utilized position (access_type, position 25)
Online format identifier
Print format identifier
Identifiers for book series and conference proceedingsprint_identifier
◦ Book series/conference proceedings may have serial ISSNs
◦ Each volume may have its own ISBN
online_identifier◦ Book series/conference proceedings may have serial e-ISSNs
◦ Each volume may have its own e-ISBN
Quiz!Which of the following monograph titles are properly formatted?
a) Princeton Legacy Library : Role of Providence in the Social Order : An Essay in Intellectual History
b) The State and Labor in Modern Japan
c) War Against the Peasantry, 1927-1930, Volume 1
d) Eye and Brain : The Psychology of Seeing (5th Edition)
Quiz!Which of the following monograph titles are properly formatted?
a) Princeton Legacy Library : Role of Providence in the Social Order : An Essay in Intellectual History Role of Providence in the Social Order: An Essay in Intellectual History
b) The State and Labor in Modern Japan
c) War Against the Peasantry, 1927-1930, Volume 1 War Against the Peasantry, 1927-1930
d) Eye and Brain : The Psychology of Seeing (5th Edition) Eye and Brain : The Psychology of Seeing
Quiz!You are listing an individual volume of a book series. How do you fill in the print_identifier?
a) Check the Tea Leaves, see what has been ordained by the Publishing Gods
b) ISSN of the Book Series
c) I’ll use my internal coding number that isn’t publicly communicated in any way
d) ISBN
Quiz!You are listing an individual volume of a book series. How do you fill in the print_identifier?
a) Check the Tea Leaves, see what has been ordained by the Publishing Gods
b) ISSN of the Book Series
c) I’ll use my internal coding number that isn’t publicly communicated in any way
d) ISBN Use the ISBN! Save the ISSN for the Series/Proceeding level listing.
title_urlFor monographs, this page should link to a table of contents.
title_urlFor book series or conference proceedings the title_url for the series should be different that the title_url for each volume
first_authorFor monographs, give the last name of the book’s first author.
Title: 100 Decisive battles : from ancient times to the presentAuthor: Paul K. Davis
Title: Electrocardiography of Laboratory Animals Authors: Jeffrey W. Richig and Meg M. Sleeper
Title: Helicopters : An Illustrated History of Their ImpactAuthors: Stanley S. McGowen
Title: Mathematical foundations of elasticityAuthors: Jerrold Marsden and Thomas J. R. Hughes
title_idGive the proprietary identifier for the content title, if you use a title identifier to create links to content.
If more than one identifier exists, supply the title identifier used for linking.
For a book series or conference proceedings, the title_id for each volume should be different than the title_id for the series.
title_idtitle_id
title_idtitle_id
coverage_depthIndicates the extent to which content is covered within the coverage range and embargo fields.
This field can contain three values:◦ fulltext – Indicates that the fulltext of the journal/monograph is available.
◦ selected articles – Indicates that coverage includes the fulltext of some, but not all articles. Coverage policy should be outlined in the notes field.
◦ abstracts – Indicates that coverage includes only abstracts of articles.
notesThis is an optional free-text field.
May be used to provide more details pertaining to coverage depth and other exclusions in content.
Notes can be displayed verbatim in the link resolver so users can identify exclusion in content.
Excludes images.
Published under CC-BY license.
publisher_nameProvide the name of the publisher of the monograph.
Do not confuse with the name of a third-party hosting platform.
This data field is of particular importance for packages containing content from multiple publishers.
publisher_nameUnearthing Conflict: Corporate Mining, Activism, and Expertise in Peru
◦ Published by Duke University Press
◦ Hosted by HighWire Press
Absent Minds: Intellectuals in Britain◦ Published by Oxford University Press
◦ Hosted by MyiLibrary
Quiz!For the following publication, what value should be placed in the first_author field?
Counterterrorism : A Reference HandbookBy Rohan Gunaratna and Graeme C. S. StevenEdited by Mildred Vasan
Quiz!For the following publication, what value should be placed in the first_author field?
Counterterrorism : A Reference HandbookBy Rohan Gunaratna and Graeme C. S. StevenEdited by Mildred Vasan
Gunaratna
Quiz!You are listing the following ebrary book in a KBART file. What value would be placed in the publisher_name field?
Lizards in an evolutionary tree: the ecology of adaptive radiation in anoles by Jonathan B. LososBerkeley: University of California Press, 2009http://site.ebrary.com/lib/Top?id=11047697
Quiz!You are listing the following ebrary book in a KBART file. What value would be placed in the publisher_name field?
Lizards in an evolutionary tree: the ecology of adaptive radiation in anoles by Jonathan B. LososBerkeley: University of California Press, 2009http://site.ebrary.com/lib/Top?id=11047697
University of California Press
publication_typepublication_type should contain one of two possible values:
Serial – a journal serial or conference proceeding serial.
Monograph – a book or an individual volume within a conference proceeding serial.
date_monograph_published_printProvide the date when the e-book or conference proceeding volume was published in print.
This data field is mandatory, except where content is born digital (i.e. no print version exists).
Date format: YYYY-MM-DD
Use only those parts of the date data that apply.
date_monograph_published_onlineProvide the date when the e-book or conference proceeding was published online.
Date format: YYYY-MM-DD
Use only those parts of the date data that apply.
Date Monograph First Published Online KBART date
November 30, 2007
June 2012
1988
2007-11-30
2012-06
1988
monograph_volumeProvide the volume number of the monograph, if applicable.
Use of text is acceptable.
Consistency in use of numbers vs. text is essential.
Aaron Wildavsky Forum for Public Policy, Volume 4 : Falling Behind : How Rising Inequality Harms the Middle Class (2nd Edition)
Acceptable values for monograph_volume:
4Vol. 4Volume 4
Just be consistent in the way volumes are recorded!
monograph_editionFor books, indicate the number of the edition, if applicable.
It may be that additional text is needed after the edition, e.g., “8th ed. Revised”.
Use of text is acceptable.
Consistency in use of numbers vs. text is essential.
first_editorFor monographs, give the last name of the book’s first editor if there is one.
Title: America in Revolt During the 1960s and 1970sEditors: Rodney P. Carlisle and J. Geoffrey Golson
Title: Animal BiotechnologyEditors: Ashish Verma and Anchal Singh
Title: Oxford Handbook of Greek and Roman ComedyEditors: Michael Fontaine and Adele C. Scafuro
Title: MarketingEditors: P. Kotler, L. Brown, S. Burton, K.R. Deans and G. Armstrong
Quiz!You are listing an individual volume of a conference proceeding. Do you list the publication type as:
a) Serial
b) Proceeding
c) Monograph
d) Leave it blank and hope no one notices
Quiz!You are listing an individual volume of a conference proceeding. Do you list the publication type as:
a) Serial
b) Proceeding
c) Monograph Let it revel in being the monograph it really is!
d) Leave it blank and hope no one notices
QuizWhich of the following editions statements are not correctly formatted for the monograph_edition field?
a) 5th ed. Revised
b) 2
c) 2 ed.
d) Vol. 2
QuizWhich of the following editions statements are not correctly formatted for the monograph_edition field?
a) 5th ed. Revised
b) 2
c) 2 ed.
d) Vol. 2 This is a volume number and belongs in the monograph_volumefield.
All edition statements are acceptable, just be consistent in the use of numbers vs. text
parent_publication_title_idIf a monograph belongs to a conference proceeding series or an e-book series, then this field should be populated.
The value of this field should be same as the title_id of the book series or the conference proceedings series that it belongs to.
access_typeThe access_type field has 2 possible values:
F = Free content◦ 100% of the content must be free
P = Paid content◦ If a title has only some Open Access or free content the access type for a title
should be indicated as fee-based, with the value “P.”
Activity:Build your own KBART file
Activity:Build your own KBART file
Using the title list and template provided, create your own KBART file.
Online versions of documents
KBART Template: https://goo.gl/0UIpT0Title List: https://goo.gl/PvaI8L
To create a working copy, choose File>Make a copy… or File>Download as...
Non-KBART RP-covered content types
Non-KBART RP-covered content typesKBART does not currently support content types other than serials and monographs.
In the interim, use the publication_type “Other” to describe non-KBART RP-covered content types (audio, video, image, blog post, etc.).
Use the existing fields as appropriate (title_url, publisher_name, etc.). Additional fields offered are at your discretion.
Non-KBART RP-covered content typesInclude any content type-specific information in the optional uncontrolled/extended KBART fields (after the KBART RP fields).
Please ask if you want advice on how to represent this content or if you have any specific concerns or questions.
Next steps for KBART
“where does these footsteps lead to ?” by Vinoth Chandar is licensed under CC BY 2.0.
What’s next for KBART?Continuing Standing Committee focus
Focus on education and outreach
Exploring cross-recommendation collaborations (such as ODI)
Changes in the industry (non-textual content, library-specific entitlements)
Potential changes to the scope of KBART
