Track 3 – Services G. Connecting Regions with Global Impact

The National Bibliographic Knowledgebase Syndeo Regional Metadata Services

Neil Grindley, Head of Resource Discovery, Jisc Axel Kaschte, Product Strategy Director, OCLC The National Bibliographic Knowledgebase

NEIL GRINDLEY, HEAD OF RESOURCE DISCOVERY, JISC Does 4 things…

Providing and developing a Supporting the provision and Our network of national and Our R&D work, paid for entirely network infrastructure and management of digitalcontent regional teams provide local by our major funders, identifies related services that meet the for UK education and research engagement, advice and emerging technologies and needs of the UK research and support to help you get the develops them around your education communities most out of our service offer particular needs Jisc Bibliographic Data Services

Acquisition Discovery Delivery Collection Management

Select Check Manage Specific Unknown Select Link to Document Interlibrary Management Title Collection Book Availability Metadata Title Title Best Copy Best Copy Delivery Loan of Stock Usage Benchmarking Bibliographic Management

Jisc Zetoc Jisc Reading Collections Circulation Copac Historical Lists KB+ Archives Hub Data JUSP Jisc Texts Services E-books Pilot SUNCAT CORE Copac CCM Tools

NBK NBK NBK NBK

Advice, guidance, technical support, quality assessment and new service development https://www.jisc.ac.uk/rd/projects/transforming-library-support-services

Current Jisc Investments

https://www.jisc.ac.uk/rd/projects/national-bibliographic-knowledgebase What is the National Bibliographic Knowledgebase?

The National Bibliographic Knowledgebase (NBK) will aggregate bibliographic data at scale and link with a number of other data sources to inform library collection management decisions and to help users more effectively find, access and use print and digital scholarly resources From a library From a publisher From the Web From a repository

Brief NBK Status Update Enhanced Collection Management

Community Better Data Engagement Accessibility Identifiers

Better Version Advice & Tracking & Guidance Linking

Standards Better Quality Digital Assurance Access

More Effective Metadata

Circulation Data Usage & Analytics Demand Information Progress: Feb 2018

In numbers Beta resource discovery interface datasets sent to OCLC » Launched at the Jisc Community 60 Data Groups event, Feb 13 » For contributing to check data 43 institutions loaded onto the NBK Community Data Groups Jisc-funded community groups 108 institutions agreed to to address issues around data contribute needs, workflows, and quality Library progress: NBK libraries so far (Feb 2018) » » Queen Mary, University of » University of South Wales » University of Oxford » Bishopsgate Institute » Aberystwyth University » National Trust » Northumbria University » University of Swansea » University of York (includes York Minster, National » University of Exeter » Birkbeck, Railway Museum) » Institute of Mechanical Engineers » Science Museum » University of Leicester » University of Leeds » London Metropolitan University » University of Manchester » University of Aberdeen » Glyndwr University » Trinity College Dublin » Royal College of Music » University of Liverpool » University of Sheffield » University of Bristol » British School at Rome » Senate House Libraries (includes Bibliographical Society Library, Heythrop College, Institute of » University of St Andrews » Cardiff Metropolitan University Advanced Legal Studies, Institute of Classical Studies, Institute of Historical Research, Wallace Collection, » Cardiff University (includes NHS Wales libraries) » University of Wales, Trinity Saint David ) » University of Edinburgh (includes Royal Observatory of » National Gallery » University of Glasgow Edinburgh) » National Museums, Scotland » SOAS » Institute of Ismaili Studies » Saint George’s Chapel, Windsor » Royal Asiatic Society » Hathi Trust » University of Sussex » Wellcome Trust » Sheffield Hallam University » Royal Holloway, University of London » National Portrait Gallery » Society of Friends » LSE » Bangor University Library progress: upcoming NBK libraries » University of Salford » University of Hull » Aston University » Queens University, Belfast » University of Essex » Bishop Grosseteste » Royal Welsh College of Music and » Cranfield University » University of East Anglia Drama » University of Reading » Sainsbury Institute for the Study of » The National Archives Library Japanese Art and Cultures » Winchester College » of Wales » Staffordshire University » Natural History Museum » University of Southampton » Courtauld Institute » National Museum of Wales Library » University of Birmingham » University of Westminster » Durham University » City University » UCL » National Library of Scotland » University of the Arts, London » University of Falmouth » University of Dundee » » Henry Moore Institute » Chetham’s Library » Royal College of Nursing » University of Surrey » Royal Botanic Gardens, Kew » University of Stirling » French Institute » Newcastle University » University of Portsmouth » Rothamstead » Manchester Metropolitan University » Imperial College, London » Historic England Who can contribute?

In scope Out of scope ✓All UK HE libraries × Public libraries (some exceptions: BL, ✓Including those who don’t currently NLS, NLW, Glasgow, Manchester) contribute to Copac/SUNCAT × FE libraries (enquiries welcome) ✓Selected specialist/research libraries × Non-UK libraries (some exceptions: ✓Including those that do currently Trinity College Dublin) contribute to Copac/SUNCAT, plus others by application ✓Open Access collections ✓Including HathiTrust, DOAB/OAPEN, OA articles from Zetoc ✓OA publishers: NUPs and ALPs Beta Data Trial Interface https://nbkbeta.copac.jisc.ac.uk NBK is an engagement programme Service Transition LMS Data supply Standards Collections

Partnership National Open International Discovery

Serials Identifiers Articles Interoperability Cataloguing

Infrastructure Access Usage stats Analytics Strategy Academics, Researchers CBS & Learners System Infrastructure Interface

Publishers & Data Suppliers Synchronisation NBK

Academic & Specialist Libraries NBK Year 2

Data Sources Interface(s) Sustainability High quality current library data is critical to the success of the NBK

08/03/2018 NBK Roadshow 16 Data driven Increased collection interoperability management

More Trustworthy Better effective prospects for discovery data collaboration

More efficient resource Saving time & description money NBK Community Data Groups – Aims & Objectives

The aim is: To support community groups to tackle challenges around the quality and efficiency of library data and for the groups to create helpful resources that can be re-used by the rest of the sector

The detailed objectives are: • To agree a set of structured challenges • To form effective groups to undertake short projects that address the challenges • To work collaboratively between groups and with NBK staff to design and deliver projects • To design and develop resources that will help libraries to improve the quality and efficiency of library data (Resources might be defined as: tools, scripts, code, models, workflows, processes, exemplars, use cases, advice and guidance) Thank you

The National Bibliographic Knowledgebase

Neil Grindley, Head of Resource Discovery, Jisc Introducing Syndeo OCLC’s new suite of regional metadata services

DR. AXEL KASCHTE, PRODUCT STRATEGY DIRECTOR, OCLC EMEA What if international libraries were able to work within their region as they have always done…

…AND…

…at the same time connect with libraries globally to create a huge network of shared knowledge for all to see? What if international libraries were able to work within their region as they have always done…

…AND…

…at the same time connect with libraries globally to create a huge network of shared knowledge for all to see? What if international libraries were able to work within their region as they have always done…

…AND… Συνδέω (syndéo) = to connect …at the same time connect with libraries globally to create a huge network of shared knowledge for all to see? The Evolving role of WorldCat in a global environment Community, Innovation, Technology: Fifty Years of Sharing Knowledge

1967 July 6, OCLC founded

1971 First book cataloged online by Ohio University Central database used to print catalog cards

1979 Interlibrary Loan online system Community, Innovation, Technology: Fifty Years of Sharing Knowledge

198x OCLC expands metadata services to EMEA and APAC

1991 First Search: Web searching of library catalogs

2006 WorldCat.org: Free public web searching of library material

2011 WorldShare: New cloud technology for a full library service platform Library cooperation at every level

Sharing always creates better quality of service at lower costs. A global network – on each level

AGGREGATE OPERATE INFRASTRUCTURE General structure of library IT services

SERVICE MODULES

Metadata store

Publishers / Aggregators Catalogers

Metadata Infrastructure is both… • The technology to store and manage metadata centrally for a group • The network of relationships with partners and services in that process OCLC infrastructure is unique OCLC Infrastructure is global, independent, and open

And others…

Publishers / Aggregators Catalogers

And others… And others… Regional perspective GLOBALIZATION DOES NOT MEAN HOMOGENIZATION Globalization happens by opening up to the essential differences in the world and integrating them into one global platform. Infrastructure Evolution

EVOLVE LOCAL BETTER GREATER WORKFLOWS EFFICIENCIES VISIBILITY Regional metadata management differs

Regional Metadata Management Practices Regional Authority File Management • Regional metadata management model • National or regional authority files (e.g. French) • Regional metadata format (e.g. UNIMARC) • Regional metadata format extensions • Regional collections • Regional quality control Regional Metadata Hub • Metadata aggregation (e.g. Jisc) • Metadata mass changes on large scale Regional Metadata Management Practices Regional Authority File Management • Regional metadata management model • National or regional authority files (e.g. French) • Regional metadata format (e.g. UNIMARC) • Regional metadata format extensions • Regional collections • Regional quality control Regional Metadata Hub • Metadata aggregation (e.g. Jisc) • Metadata mass changes on large scale

Tailor made solution for each region Evolve regional metadata practices and Connect with libraries globally Cooperation within region • Support standards, authorities and formats • Offer functionality that supports ‘in-region’ library activities • Provide an accurate record of the collective holdings of a region or country Connecting existing CBS partners to WorldCat and • GBV, BSZ, Hebis WorldShare • ABES France • Libraries Australia • National Library Germany & Netherlands • Jisc UK Examples Library and Archives Canada BAC-LAC

Components • WorldCat Cataloging tools Regional specific: incl. National Authority File National authority file Canadiana - Available during cataloging and • WorldShare Acquisitions & Circulation - Maintained in the same system • WorldCat Discovery • WorldShare Interlibrary Loan UK National Bibliographic Knowledgebase Jisc (UK)

Components • WorldCat.org visibility Regional specific: Aggregate national metadata with full • Regional Catalog (CBS) governance of quality and merging rules Objectives • Aggregates metadata at scale & de-duplicate • Increase visibility of library collections • Build foundation for shared print initiatives French National Infrastructure ABES (France)

Components Regional specific: • WorldCat.org visibility Primary cataloging using • Regional Catalog (CBS) UNIMARC format Objectives • Primary cataloging for all academic institutions, using UNIMARC • Global visibility of library collections and resource discovery OCLC – Regional Metadata Hubs Organization main function GGC / CBS Netherlands * Central Cataloging German Hubs - GBV, BSZ , Hebis Central Cataloging - German National Library Central Cataloging - -OPAC * Aggregated Catalog UnityUK KB GGC National Library Australia Central Cataloging Jisc GBV ISNI DNB HeBIS SwissBib, Switzerland Aggregated Catalog BnF BSZ French hubs SwissBib - ABES Central Cataloging ABES - BnF - National Library * Aggregated catalog UK hubs: - JISC (academics) * Aggregated Catalog Complutense - Unity UK (publics) * Aggregated Catalog NLA Spain: Complutense * Authorities cataloging National Libraries ISNI * Central Cataloging * Hosted by OCLC Regional Centers Open up further regions to make use of the advantages of: www.are-you-connected.org Thank you

Neil Grindley Axel Kaschte JISC OCLC

[email protected] [email protected]