KB+ Release 3.3

With this new release we are able to provide some major developments and improvements to help embed KB+ in institutions workflows. The system now provides greater flexibility in terms of communication, tracking changes, adding subscriptions, exporting data etc.

Some of the key new developments include:

Communication and Collaboration.

Collaboration has always been invaluable in the creation and development of KB+ and in the new release changes have been made to the dashboard in order that we can provide

  • key information requiring action clearly
  • the ability to track information to suit your workflow
  • forums for further discussion regarding the content in KB+

This screencast introduces the KB+ Dashboard

From the dashboard the ‘To Do’ column has information relating to your subscriptions. This column provides links to packages where you will then be prompted to accept or decline changes. For example this could include new title additions to a package, title edits etc.

There is a column for announcements which could be either from the data managers regarding addition of new content or from the system itself about any amendments made to packages.

The third column shows the latest discussions related to a package, these discussions take place on a third party system called Zendesk. Zendesk offers the ability to track discussions per package either by RSS or email alerts as well as allow you to contribute your comments. As information about new packages and amendments to packages is also automatically posted to special discussion threads you can subscribed to these announcements via email or RSS as well.

I am really excited about this development as I think it will be of great benefit to the KB+ community and help meet our aspiration of a central source of institutional data shared across all stakeholders.

Further details and support regarding the dashboard and Zendesk is available at https://knowledgebaseplus.wordpress.com/kb-support/communication-and-collaboration-in-kb/

JUSP

Another successful collaboration has been with JUSP, in the new release we will be able to provide, where available, the JR1 and JR1A usage statistics for titles within KB+ (please note this functionality will be available w/c 29th September). We anticipate that this is just the start of the integration between the systems.

As the inclusion of usage statistics within KB+ is intended to support renewals and related workflows, the JR1/JR1A statistics are included in the Renewals spreadsheets generated by KB+.

Manage Menu

The manage menu should now include all the core areas relating to the system, a new addition include the ability to generate spreadsheets which can be exported from the system, edited and then re-imported using the “Generate Subscription Taken Worksheet” and ‘Import Subscription Taken Worksheet’ functions. These work in a similar way to the existing ‘Renewals’ functionality, but do not require you to have an existing subscription to start from.

User Profile Page

Changes to this page include the ability for an editor at an institution to manage all its users and assign the appropriate status for those using the system. This increased flexibility will hopefully allow you manage the system more effectively for your workflows. Further information about the Profile Page is available at https://knowledgebaseplus.wordpress.com/kb-support/basics-and-first-time-setup/profile-settings/

You can now also select ‘Data Transformations’ which allows you to choose which format you want to use to export data from KB+. The formats we are supporting with the launch of v3.3 are formats for two of the major link resolvers/KnowledgeBases – Serials Solutions 360 and SFX. These are available for immediate use, we are working with Serials Solutions and  Ex Libris to identify suitable partner sites to test them fully and to define and refine workflows between KB+ and vendor knowledgebases. Any feedback on these is welcome, and we will be adding further export formats in the near future. If there are any particular formats you would like to see, please let us know.

Licences

We are now able to load ONIX licences into KB+ ,which will commence shortly, once the licenses are loaded you will be able to view and compare usage terms helping you to evaluate the collections.

Support documentation including information on these new features is available at https://knowledgebaseplus.wordpress.com/kb-support/

Advertisements

KB+ Collaboration

I am pleased to report that both Ex Libris and Serials Solutions are now using data from KB+.

  • Ex Libris provide a clear statement on their SFX targets to indicate they have got their data from KB+
  • Serials Solutions provide a list of those databases where they use KB+ data via their Support Centre

A key principle of KB+ is to do the work once and share, so I was really pleased to see that both Ex Libris and Serials Solution are using KB+ data. Having a single data source will help save time and resource across institutions.

I read an interesting article(1) today by Ed Chamberlain in Insights, covering union catalogues, open data and data aggregation. In the article he noted that KB+ was “aiming to create a national-level store of licence and holdings data that is owned and managed by a community. System vendors can also take and contribute data from and to the store. This allows libraries as customers to migrate from one electronic resource management system (ERM) to another with confidence that data will be uniform in quality across the marketplace.”  Its encouraging to see steps towards reaching this aim.

(1)Chamberlain, E. (2013) “Where do we go with Union Catalogues?” Insights. 26 (2) pp.180-184