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Knowledge Bases and Related Tools (KBART) is one of the most successful National Information Standards Organization (NISO) recommended practices. Formally supported by over eighty organizations across all stakeholder groups, it enables a standardized transfer of data between content providers and knowledgebases. The KBART Standing Committee has begun work on Phase III of KBART, which was last updated in 2014. In this NASIG 2021 session, three members of the KBART Standing Committee provided an overview of plans around Phase III of KBART, reviewing progress to date and highlighting efforts to resolve issues around KBART files for which there are no easy answers, such as the challenges of supporting additional content types beyond serials and monographs, how best to handle gap coverage for serials, and how to communicate Open Access content. The audience was asked to provide input on their use of KBART files, how they would like to use KBART that is not possible today, their thoughts on support for additional content types, and their opinions on proposed changes to KBART around the treatment of gap coverage and the handling of Open Access content. [ABSTRACT FROM AUTHOR]

When trying to manage their e-resources, librarians spend a significant amount of time adjusting their holdings in vendor knowledgebases to make sure that the content their library can access is selected properly. This is often a tedious process, which, extrapolated out to each content provider, can be a drain on library resources. A National Information Standards Organization (NISO) recommended practice provides a solution to this problem by facilitating the automatic transfer and retrieval of library-specific Knowledge Bases and Related Tools (KBART) holdings data between content providers and knowledgebases. In this presentation, Matthew Ragucci of Wiley presents a publisher's perspective on the work required to implement KBART Automation: Automated Retrieval of Customer Electronic Holdings, Andrée Rathemacher of the University of Rhode Island shares a librarian's opinion on the benefits and potential pitfalls of KBART Automation, and Stephanie Doellinger of OCLC addresses the topic from a knowledgebase supplier's point of view. [ABSTRACT FROM AUTHOR]

Duke University Libraries implemented several FOLIO applications in July 2020 to manage electronic resource licenses. In this presentation, Abigail Wickes, Julie Brannon, and Virginia Martin describe pre-implementation work, the implementation process, and the opportunities and challenges the library has experienced using FOLIO as an electronic resource management system. [ABSTRACT FROM AUTHOR]

The International Standard Serial Number (ISSN) is a unique identifier most often associated with popular magazines, scholarly journals, and newspapers. The scope of ISSN, however, includes many types of grey literature. This article will discuss and provide examples of the types of grey literature in scope for ISSN and describe the bibliographic metadata about these resources created to support each ISSN assignment. Benefits to the originators of grey literature that result from ISSN assignments are highlighted, especially the valuable exposure that the resources gain from the bibliographic records that are created to document ISSN assignments and are included in multiple international databases. Benefits that accrue to the ISSN Network from the inclusion of grey literature will also be covered. [ABSTRACT FROM AUTHOR]

The world of e-book records can be quite divergent, depending on the source of those records. Record content and quality can vary greatly. An engaging session about Metadata 2020 at the 2017 NASIG Annual Conference led the authors to wonder: is there a way to assess how libraries, publishers, and vendors are currently operating in this space for e-book records? This article will provide comparative data from two libraries and include a publisher's workflows and perspective on the subject. This library and publisher partnership highlights these differences and posits suggestions for collaboration and improvement. [ABSTRACT FROM AUTHOR]

The California State University system implemented Ex Libris's Alma and Primo as a consortium in 2017. Consortial management of electronic resources in these systems has offered significant benefits as well as surprises and difficulties. While Alma is able to support a consortium with multiple ways of acquiring and accessing electronic resources, the result is an architecture that is more complex than the setup for print resources. Similarly, Primo is able to manage the complexity of bibliographic records from twenty-three libraries as well as article-level discovery records, but its mechanisms for this may be counterintuitive at times. This article discusses some of those details and also addresses the interlibrary communication that has developed to meet the demands of this shared implementation. [ABSTRACT FROM AUTHOR]

Established in 2005, the University of Nebraska–Lincoln (UNL)'s Libraries' institutional repository (IR) has approximately 99,500 unique items. It is one of the largest and most-used institutional repositories in the United States. This presentation explores how UNL is working to meet the challenge of consistently and accurately identifying individual researchers and their scholarly activities. It examines UNL's metadata practices for its IR, giving a more detailed explanation of personal names and Open Researcher and Contributor ID identifiers. It reviews some typical metadata problems found in UNL's IR. Finally, it explores priorities for metadata maintenance and what is sustainable and worthwhile. [ABSTRACT FROM AUTHOR]

While institutional repositories (IRs) often include a built-in search tool and/or are indexed by web search engines, some patrons go directly to the online library catalog with their information need. Rather than hope that users will stumble on the IR from the library website or assume that they will start their research with a Google search, librarians can enhance IR discoverability and usage by integrating its content into the library catalog. With strong teamwork, good communication, and a shared vision, this endeavor transforms the IR and library catalog from separate, siloed platforms into a more cohesive collections package. At the University of San Diego, librarians and administrators across three departments came together to share information and work in concert to explore the benefits of auto-harvesting IR content into the library catalog. Driven by a vision of enhancing discoverability and access, as well as promoting the IR and enriching the catalog, the team members worked cooperatively to identify specific IR collections appropriate for harvest, investigate technical logistics, consult outside vendors (including Innovative Interfaces, Inc./III and bepress), and experiment with implementation. [ABSTRACT FROM AUTHOR]

International Organization for Standardization (ISO) standard 3297 governs the assignment of International Standard Serial Numbers (ISSNs) for continuing resources worldwide. It is subject to systematic review every five years and, in 2017, an ISO Working Group was set up to review the standard. This working group took the decision to survey the views of stakeholders including publishers, libraries, and others. This article reports on the global survey that was undertaken, describing the questions and answers about which the committee sought opinions. It also sought details on the respondents to provide context. The replies are summarised in chart form with conclusions and an appraisal of the key issues, which suggest that whilst respondents are supportive of expanding the ways in which the ISSN is deployed, they are less convinced of the need for more ISSNs for any given title. They are split on the need for the structure of the ISSN to be revised but there is strong support for the notion of a "Family ISSN" that would describe resources that are linked through, for example, title changes or geography or language. The article notes the next steps to be taken. [ABSTRACT FROM AUTHOR]

This article reflects the discussion of metadata challenges faced by the scholarly communications community at this year’s NASIG conference. Exploring the potential opportunities for the enrichment of metadata, we consider the evolving role of the metadata librarian and review opportunities for all librarians to contribute to an important new collaboration for the wider benefit of scholarly communications. The Metadata 2020 collaboration was the context for the session, which focused on barriers to progress and the role of nonbibliographic metadata in the evolution of library services. [ABSTRACT FROM AUTHOR]

Web-scale discovery services are powerful tools for facilitating access to an institution’s online holdings at the article level. However, the functionality of any given results link in a web-scale discovery search is dependent on multiple factors that are not always apparent to end users. The complexity involved in the troubleshooting process led the University of North Texas Libraries to embed a broken link report button in its search results and build a new troubleshooting workflow around this feature. This article summarizes the steps taken, the troubleshooting methodology developed, and the trends discovered in types of errors reported. [ABSTRACT FROM AUTHOR]

In the early 2000s, Clifford Lynch and Raym Crow had two different visions for the future of institutional respositories. Using their works as a starting point, T. Scott Plutchak discussed the initial aims of institutional respositories and addressed the dialectic between the view of institutional repositories as providing a method of preserving and nurturing new forms of scholarly communication and that of the institutional repository as a mechanism to transition to Open Access models for scholarly publications. Plutchak concludes that institutional repository librarians should focus efforts on collecting and preserving material outside of the formal publishing program in order to advance the work of our institutions, and to advance what libraries can do. [ABSTRACT FROM AUTHOR]

Yvonne Campfens, executive director of the OA Switchboard, presented an overview of the Switchboard and shared pre-recorded statements from a panel of user-stakeholders: Liz Bal and Jennifer Sanchez-Davies of Jisc, Alex Howat of the Microbiology Society, and Adam Der of the Max Planck Digital Library. Throughout her presentation, Campfens also shared quotes from interviews conducted with representatives of research funding organizations, publishers, and research institutions. The comments from the panelists and interviewees served to illustrate the potential benefits of the OA Switchboard for organizations which are producing, supporting, and transitioning to Open Access (OA) publishing. [ABSTRACT FROM AUTHOR]

Troubleshooting electronic resource linking issues can seem to be an insurmountable task—so many resources, so little time. Using interlibrary loan (ILL) data on requests for materials available online, the electronic resources staff at the Samford University Library detected problems with the implementation of their new link resolver. This data also provided a window into some systemic issues within the metadata of certain sources and the link resolver knowledgebase. In addition to helping us improve linking for our users, the establishment of a workflow for communicating cancelled ILL transaction data on an ongoing basis has also improved the communication between electronic resources staff and the ILL department regarding the overall linking process. [ABSTRACT FROM PUBLISHER]

For e-resource librarians, maintaining e-book and e-journal holdings within electronic resource management systems is a labor intensive and often manual process. In 2014, with the aim of saving library staff valuable time and effort, the Online Computer Library Center, Inc. (OCLC) launched a service to provide automated holdings management within the WorldCat knowledgebase. For a select group of content providers, including some of the largest e-book aggregators, holdings information can be populated and updated automatically within the knowledgebase without intervention from library staff. At the University of Toronto Libraries, we conducted a study to assess the accuracy and efficiency of these automated holdings management services. This presentation outlines the results of the study and provides suggestions for further improvement to the current services offered. [ABSTRACT FROM PUBLISHER]

This session focused on migrating from a traditional electronic resource management system to OCLC Online Computer Library Center, Inc.’s cloud-based WorldShare Management System, where e-resource data is created and maintained in a global environment. The session highlighted how implementing a unified, global system allowed the University of Nebraska Omaha Library to streamline e-resource management. [ABSTRACT FROM AUTHOR]

The session explored how collaboration among libraries, suppliers, and the OCLC Online Computer Library Center, Inc. (OCLC) cooperative can address some of the problems being faced with the management of electronic resources. Examples of specific challenges that impact budgets and services are: libraries’ reliance on multiple non-interoperable systems; the difficulties in getting and maintaining high quality and timely metadata; and the issues with managing workflows that cross system and staff boundaries. As work continues to introduce and enhance integrated systems for electronic resource management, these cooperative efforts can improve both the quality of the services and the associated data and workflows. [ABSTRACT FROM AUTHOR]

The article announces that Chris Bulock is the recipient of the 2014 First Step Award, Patrick Carr is the recipient of the 2014 Esther J. Piercy Award and Magda El-Sherbini is the recipient of the Association for Library Collections & Technical Services (ALCTS) Outstanding Publication Award for 2014.