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28th September, 2011.  Wellcome TrustPresenter or main title…Shared Academic Knowledge Base Plus (KB+)Ben ShowersSession Title or subtitle…
Agenda...11.30am – Mapping the landscape Outline of the context surrounding the recently funded shared subscription resource management service; what JISC and related work does it relate to and how does it change the current library systems landscape? 11.45am – Establishing a shared Knowledge Base for subscription resource management (Liam)Update on the HEFCE funded shared subscription resource management service being led by JISC Collections; outline of the vision and a discussion of issues including the business model, timescales and governance.   12.15pm – Opportunity for questions and discussion  12.45pm – Lunch 1.15pm – Question and Answer Session  (Led by Liam)How could institutions contribute? What would you like to see as part of future developments for the service?  2.30pm – What happens next...? (Liam)What will happen as a result of this workshop? How will institutions be kept up to date as things develop? How can institutions make a contribution to the service now? 3pm – Finish 
The aims of today...Update on the progress of the shared academic knowledge base projectSurface and share some of the questions, concerns and ideas you may have about the project and the management of electronic resources in generalTo let you know what will be happening next with the project and how you can get involved if you would like.
Context to the project
A brief history…2009 SCONUL Shared Services Study for HEFCE2010-11 Use Case and User Requirements project2010-11 Knowledge exchange with Kuali OLEHEFCE has awarded UMF funding to JISC to July 2012Owen Stephens and David Kay undertake some interim work ‘pump priming’Turning pointJISC Collections agrees to be the managing agent for the project         August – Liam becomes project lead
Subscription management landscape
JUSPCORALE-RegistryALMA (Ex Libris)TERMsUser groupseMatrixPeprsInnovative (Sierra platform)ERMIOpen Knowledge BasesSuncatOCLC (web scale) KBARTOpen Library EnvironmentUnofficial collaborationsActivity dataDiscoveryCommunity InitiativesCommercial developmentsCommunity DevelopmentsCommunity effortJISC Funded
Some of this work impacts directly on theknowledge base (KB+) landscape
Open Library Environment (OLE)Community-source library management system KBARTKnowledge Bases And Related Tools working groupJUSPUsage statisticsVEbooksExploring the impact of ebook provision and usage on library servicesTERMsTechniques for electronic resource management: Codifying ERME-journal archivingA UK wide approach to preserving and accessing back collections of e-journalsCommercial Knowledge BasesDiscoveryEnabling the development of innovative resource discovery  services for library, archive and museum contentEntitlement RegistryProviding authoritative records of entitlement
Some of this work is part of the Base Plus (KB+) development
Community effortEntitlement registry/Pecan	License Comparison toolPEPRSSuncatJournal Usage StatisticsCommercial Vendors/knowledge basesKnowledge Base Plus
How does the KB+ change the wider library systems landscape?
JISC Information and Library InfrastructureDiscoveryEmerging tools and Library SystemsKnowledge Base Plus
DiscoveryElectronic Resource ManagementLMSThe squeezed middle...
Many thanks to Andy McGregor for inspiring the design of these slides.

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Shared Academic Knowledge Base: Context and Landscape

  • 1. 28th September, 2011. Wellcome TrustPresenter or main title…Shared Academic Knowledge Base Plus (KB+)Ben ShowersSession Title or subtitle…
  • 2. Agenda...11.30am – Mapping the landscape Outline of the context surrounding the recently funded shared subscription resource management service; what JISC and related work does it relate to and how does it change the current library systems landscape? 11.45am – Establishing a shared Knowledge Base for subscription resource management (Liam)Update on the HEFCE funded shared subscription resource management service being led by JISC Collections; outline of the vision and a discussion of issues including the business model, timescales and governance.   12.15pm – Opportunity for questions and discussion  12.45pm – Lunch 1.15pm – Question and Answer Session (Led by Liam)How could institutions contribute? What would you like to see as part of future developments for the service?  2.30pm – What happens next...? (Liam)What will happen as a result of this workshop? How will institutions be kept up to date as things develop? How can institutions make a contribution to the service now? 3pm – Finish 
  • 3. The aims of today...Update on the progress of the shared academic knowledge base projectSurface and share some of the questions, concerns and ideas you may have about the project and the management of electronic resources in generalTo let you know what will be happening next with the project and how you can get involved if you would like.
  • 4. Context to the project
  • 5. A brief history…2009 SCONUL Shared Services Study for HEFCE2010-11 Use Case and User Requirements project2010-11 Knowledge exchange with Kuali OLEHEFCE has awarded UMF funding to JISC to July 2012Owen Stephens and David Kay undertake some interim work ‘pump priming’Turning pointJISC Collections agrees to be the managing agent for the project August – Liam becomes project lead
  • 7. JUSPCORALE-RegistryALMA (Ex Libris)TERMsUser groupseMatrixPeprsInnovative (Sierra platform)ERMIOpen Knowledge BasesSuncatOCLC (web scale) KBARTOpen Library EnvironmentUnofficial collaborationsActivity dataDiscoveryCommunity InitiativesCommercial developmentsCommunity DevelopmentsCommunity effortJISC Funded
  • 8. Some of this work impacts directly on theknowledge base (KB+) landscape
  • 9. Open Library Environment (OLE)Community-source library management system KBARTKnowledge Bases And Related Tools working groupJUSPUsage statisticsVEbooksExploring the impact of ebook provision and usage on library servicesTERMsTechniques for electronic resource management: Codifying ERME-journal archivingA UK wide approach to preserving and accessing back collections of e-journalsCommercial Knowledge BasesDiscoveryEnabling the development of innovative resource discovery services for library, archive and museum contentEntitlement RegistryProviding authoritative records of entitlement
  • 10. Some of this work is part of the Base Plus (KB+) development
  • 11. Community effortEntitlement registry/Pecan License Comparison toolPEPRSSuncatJournal Usage StatisticsCommercial Vendors/knowledge basesKnowledge Base Plus
  • 12. How does the KB+ change the wider library systems landscape?
  • 13. JISC Information and Library InfrastructureDiscoveryEmerging tools and Library SystemsKnowledge Base Plus
  • 15. Many thanks to Andy McGregor for inspiring the design of these slides.

Editor's Notes

  • #3: Presentations and notes will be made available via slideshare and the JISC blog The presentations will also be recorded and made publicly availableAll attendees and those who asked to have access to the presentations will be emailed all the relevant links
  • #5: The purpose of today isn’t to give you a lot of background to the genesis of this work, rather I want to start by giving you some of the context to the work that Liam will shortly be telling you all about, and then to give you an overview of what the electronic resource management landscape currently looks like and how it relates to the project. In a sense I hope to be able to carve out a coherent picture from the diverse and fragmented landscape: I am the Capability Brown of the ERM landscape.
  • #6: Mention the collaboration with SCONUL – and the exemplar of collaboration and engagement that seems to have created.Note, this was a hard slog – dead ends, financial crisis, difficult requirements gathering, liasing with HEFCE, getting our prefered managing agent etc.
  • #7: I actually think talking in terms of there being an ERM or subscription management ecosystem is very useful – it might be argued that the current ecosystem is failing (has failed) and is subject to the implications of monocultures and reduced diversity that natural ecosystems are.So what does this ecosystem look like at the moment...?
  • #8: Please don’t assume this is exhaustive – I have just tried to capture a snap shot of what the environment looks like currently. I haven’t included all the open and community developments and initiatives, nor all the commercial developments and vendors within this area. Rather, I hope this demonstrates the various different classifications of projects and initiatives that will and are influencing the project and that comprise the current ERM landscape. I have essentially tried to bring a little order to the diverse things that are currently taking place out there around subscription resources.
  • #10: This is a little disingenuous, because of course potentially it will all impact on the KB+. I cannot stand here and claim that the open KB’s or other projects/initiatives wont have a significant impact, but at present there are some clear and emerging relationships that at the heart of the initial stages of the KB+.Indeed the types of relationships between these initiatives and projects and the shared KB+ will be very different, some such as TERMs and KBART will be a lot less about critical to the success of the project than say the commercial KB’s and the JISC projects that will form part of the final service. But, that’s not to say they’re not going to be, or are currently important.
  • #11: These are the components (if you want) of the shared knowledge base – and often represent its functionality that can exploit the data that will populate the KB+.
  • #12: Some of these projects that relate directly to the KB+ project are of a data type or a functionality type, i.e., they may be contributing to the underlying KB data, or wrapping around it to provide enhanced tools that benefit from this rich and timely data. The community initiatives are here, especially those that are librarians working together (often informally) to share the burden of updating the A-Z lists for certain publishers, or whatever it might be. Being able to harness these SMEs will be very important for the project.OLE is not represented on this development tree – however it is an important development within the landscape and one that the project will potentially be collaborating on, with some Mellon funding. But, this work will not start until near the end of our project, so the focus is for the moment very much on the KB+, but it is worth noting that there is this larger project that we think we can help feed into and where much of our work (such as the data model) could be of real use for them going forward.At the bottom, with the large arrow going into the KB+ is the commercial data providers; I am not really talking too much about their role today, but it is important to acknowledge how central they will be to the project. We’re having a meeting next week with all the main players in this area – which are all represented at the meeting – to let them know what we’re planning to do. The response so far has been very good, and we think we have a plan that means they are able to benefit from the work nearly as much as the sector will be able to.
  • #14: But of course, the KB+ will have an impact on the current information management landscape. This is especially true when it is thought of in relation to those aspects of JISC’s library and information infrastructure programme that sit alongside it – mirroring the SCONUL domains.