UKSG17 Highlights

Photo of KB+ party

KB+ celebrates its 5 year anniversary

I was fortunate enough to attend the 2017 UKSG conference this year (recordings and slides from the conference are available online)

One of my highlights of the conference was the KB+ celebration we hosted on Monday evening. Thanks to all who attended, it was such a pleasure to be able to mark our 5 year anniversary with the community who have helped us build the service. We were treated to kind words from Liam Earney (Director of Jisc Collections) & Richard Parsons (Director, Library and Learning Centre, University of Dundee) on the impact KB+ has made to the e-resources landscape. We also had a sneak preview of the work on improving the KB+ user interface. In preparation for the celebration we also contacted the KB+ community to ask them to reflect on the service and we were able to share some of their thoughts too. (see our April Newsletter)

Another highlight was the breakout session on “KBART Recomendations: challenges & achievements”, which included presentations from Magaly and Chrissie as well as Julie Zhu from IEEE. From the early days KB+ has championed the need for standards to help with the management of e-resources and it was really interesting to hear about what progress has been made and what we can still do to help improve the situation. It was clear from the panel that while there needs some initial investment from all stakeholders in the e-resource chain the benefits, for example increased discoverability of content, continue to be worth it.

The final highlight of the conference was the people. From all the excellent speakers who generously shared their experiences and knowledge leaving me enthused, inspired and with a stack of further reading, to the serendipitous meeting of new people & exchanging new ideas and thoughts, to the opportunity of putting a face to a longstanding email relationship and finally the fun in spotting former and current colleagues on the dance floor. For me the heart of the UKSG conference is the community and I was grateful to be a part of it this year.

Checking for duplicate titles across entitlements

At a recent KB+ One Day Workshop there was some interest in how KB+ can be used for comparing journal packages, examples of potential use include checking for duplication of titles across different packages, identifying which titles are potential gains or loses when considering moving from one package to another, comparing your entitlements with a publisher title list etc.

There are a number of ways in which KB+ can help answer these questions and we have a series of blog posts covering the tools available. Our last posts looked at comparing a package over time and comparing one package with another.

For full details of all the features in KB+ please see our help section with user guides, use cases and webinar recordings.

Identifying duplicate titles across your entitlements

You can see a list of all the titles relating to the subscriptions you have recorded in KB+ by going to Institutions>(your institutions)>Titles. You can filter this’ list by selecting ‘Titles we subscribe to through 2 or more packages’ to see a list of those titles which appear in 2 or more packages including their coverage details.

all titles subscribed - with labels

Contact us at knowledgebaseplus@jisc.ac.uk if you require any support in using the tools I have mentioned above or if you have any examples using the comparison features in KB+ to share with the community.

We have recently added some new Use Cases showing how KB+ is currently being used across the community.

Comparing Journal Packages using renewals worksheet

At a recent KB+ One Day Workshop there was some interest in how KB+ can be used for comparing journal packages, examples of potential use include checking for duplication of titles across different packages, identifying which titles are potential gains or loses when considering moving from one package to another, comparing your entitlements with a publisher title list etc.

There are a number of ways in which KB+ can help answer these questions and we have a series of blog posts covering the tools available. The last post covered using the Comparison Tool to compare the same package over time or two different packages.

Comparing a journal package with one or more packages

You can compare a number of journal packages by using the Generate Renewals Worksheet, select Institutions > (your institution) > ‘Generate Renewals Worksheet’.

Search for the packages you wish to compare and click the ‘add basket button’ Once you have made your selection click ‘Generate Comparison Sheet’ for an excel spread sheet listing all the titles in the packages.

generate subscription sheet - with labels

You can edit this spread sheet in excel by adding Filters and then Filtering by colour for those columns with the package name as a heading. If you filter by colour ‘green’ for all the packages you will see the titles which are duplicated across the packages.

Comparing your journal entitlements with a package

The Renewals workflow (see user guide for full details and screenshots) allows you to compare one of your subscriptions with another package. This is similar to the process above whereby your subscription is added to the basket with another package and click on ‘Generate Comparison Sheet’. As above you can then edit this spread sheet to filter by colour to see which titles are in both packages (both cells will be green) and which titles are in one package but not the other.(one cell will be green the other blank). This could be useful for when you want to compare your titles against the latest publisher list to see if there are any new titles or any deletions, this could include titles that are transferring in or out of the publisher list.

Contact us at knowledgebaseplus@jisc.ac.uk if you require any support in using the tools I have mentioned above or if you have any examples using the comparison features in KB+ to share with the community.

We have recently added some new Use Cases showing how KB+ is currently being used across the community.

Comparing Journal Packages

At a recent KB+ One Day Workshop there was some interest in how KB+ can be used for comparing journal packages, examples of potential use include checking for duplication of titles across different packages, identifying which titles are potential gains or loses when considering moving from one package to another, comparing your entitlements with a publisher title list etc.

There are a number of ways in which KB+ can help answer these questions and we have a series of blog posts covering the tools available.

For full details of all the features in KB+ please see our help section with user guides, use cases and webinar recordings.

Comparing one journal package with itself over a period of time

Over a year ago we introduced a new tool Package Comparison, select Institutions > Compare Packages, which allows you to compare a package across a period of time to see what changes have happened to that package, for example this may include new titles joining a package, titles leaving a package, coverage dates being changes etc. This is useful for those packages where the subscription is for multi-year and the one title list is edited for the duration of the deal. For example this tool can be used to compare JSTOR Master from December 2014 to June 2015, by selecting the appropriate filter we can see which titles have been added to the collection since Decmenber 2014 (insert), which titles have been removed from the collection (deleted), which titles have had details amended during the time period (update) and which titles have remained unchanged (No change)

(see our blog post on release 4.2 for further details about the package comparison tool)

Comparison tool

Comparing one package with another

You can also use the tool above to compare one package with another, please ensure you have the appropriate date relating to the package before you click compare. If you wanted to see which titles appear in both packages click on (update) and (No Change) to see all the titles that appear in both packages.

Contact us at knowledgebaseplus@jisc.ac.uk if you require any support in using the tools I have mentioned above or if you have any examples using the comparison features in KB+ to share with the community.

We have recently added some new Use Cases showing how KB+ is currently being used across the community.

 

 

KB+ Newsletter – July

Our latest newsletter has details about our new KB+ Advisory Group, our upcoming workshops and an interesting article by Paul Johnson at Staffordshire University on the role KB+ has played in a project looking at a model for recording and evaluating their digital subscriptions.

You can access the newsletter online here

 

 

Jisc Inform article

Jisc Inform

Jisc Inform, the charity’s termly online magazine, published a look at KB+ in their spring edition. It includes a round-up of the work so far and a look into the future of KB+.

You can sign up to receive Jisc Inform and keep up-to-date with all things education, research and technology!

Making the most of JUSP

JUSPI was pleased to be invited to attend a ‘Making the most out of JUSP’ KB+workshop to talk about how JUSP and KB+ have been working together. It was a really useful day in terms of gaining a better understanding of the benefits JUSP provides to institutions and also how they have worked in building an engaged and enthusiastic community. I was also pleased to be able to chat about e-resources with librarians, something I never tire of.

The day started with a presentation from Tim Peacock, from the University of Derby and their experience of using JUSP, his talk concluded with some questions which were a useful springboard for discussion amongst the table with regards how they use JUSP, who in the institution they need to share the data with etc. Tim noted that the content coverage in JUSP does not cover all the titles which they subscribe to, this is also the case for KB+ and I can see an opportunity to work together to help prioritise and increase our knowledge base coverage.

JUSP provided practical exercises for groups to work through which highlight the available reports, features and functionality of the system. Judging from the animated discussion and buzz in the room these exercises were really successful and is something I think would be useful to try with KB+.

For my presentation I talked about our similar core foundations in terms of both being a shared service and the importance of collaboration with the community to create systems fit for need. JUSP and KB+ grew from a need to help tackle challenges faced across many institutions and in providing a national solution we offer the opportunity to reduce time and effort.

The need for integration between KB+ and JUSP has  been echoed in both communities so I was pleased to demonstrate how you can view JR1 stats in KB+ and also that JUSP are making use of the title lists created in KB+. We have further plans for more effective data sharing between the systems, including aiming to allow institutions to only mark up titles in one system and then sharing this with the other system which again will hopefully save time and effort.

The day ended with a recap of some of the new developments in JUSP including a website refresh, the introduction of Usage Profiling, Counter 4 and discussions with vendors regarding interoperability between systems and use of the JUSP API.

An enjoyable and useful day which I hope is the start of more joint events. Presentations from the day will shortly be available from the JUSP website.

Recommendations from the HIKE project

I enjoyed reading the following article in the latest SCONUL newsletter The HIKE project: evaluating Intota and KB+ for the UK marketplace by Amy Devenney, Graham Stone. I was fortunate enough to attend the Jisc HIKE Project Workshop which I blogged about here and the work undertaken by Huddersfield has been extremely valuable in helping develop and shape KB+ into a system that works for libraries.

I was really pleased to see the following quote

“we firmly believe that KB+ will reduce duplication of staff time and effort in the population and on-going maintenance of individual knowledge and will foster shared community and partnership to reduce the amount of work undertaken by each institution”

as one of the key principles for KB+ is about saving peoples time. Working with the community has also been core to the development of KB+ and am looking forward to gathering more feedback and ideas from our upcoming focus groups.

It was encouraging to see how many of the recommendations from the article have been integrated into KB+, such as;

  • The ability to view a licence from the subscription which was in our recent release
  • The addition of JUSP statistics viewable within KB+ and in the renewal spreadsheet. We are committed to working with JUSP to ensure interoperability and integration, the results from the recent JUSP survey also indicated a keen interest from the community.
  • In release 3.3 we began to load ONIX licences into KB to allow you to view and compare usage terms. Work continues on loading licences and enhancing the ‘license comparison’ function.
  • We continue to work with vendors including Proquest (Serials Solutions) and there is now a Serials Solution format in KB+ to allow you to export data. We have not however established an API but are keen to gather feedback on the value this potentially provides so please do email us at kbplus@jisc-collections.ac.uk

I think the recommendation to other HE institutions to ‘fully embed KB+ into the journal workflow’ is really valuable and provides a good starting point on how to make the best use of KB+.

KB+ Release 4.0

This release continues to improve and develop the functionality of the system in response to feedback, including changes to the dashboard, the opportunity to search across almost 20,000 titles now available in the knowledge base and continued expansion on our export formats to now include and export for the OCLC link resolver.

New and updated features include;

On Screen Help Information icon

We are introducing information icons on various screens across KB+ to provide additional information. (we are currently working on the text to populate the information icons and this will be available soon) We hope this will help towards making the system more intuitive and easier to use. Each user can decide whether they wish to see the information icons or not, and by default this option is switched off. In order to see this icon you must go to your Profile (menu at the top right of the screen) and edit the new “Show Info Icon” setting to ‘Yes’.

Screenshot of the Show Info Icon profile setting

Changes to the Dashboard

Dashboard

  • Announcements  – you will be notified via announcements of changes or deletions to URLs, these will be applied automatically to your subscriptions so no action is required
  • Announcements  – these will now be created once a day in order to reduce the number of announcements posted during times of busy activity
  • Latest discussion – you will no longer see any automated postings and therefore will be a shorter list focusing solely on discussions created by KB+ users. We hope this will make the dashboard display clearer and make it easier to catchup with the latest discussions.

Log of actions for Licenses & Subscriptions

Under the ‘History’ tab you will be able to see a list of your actions in relations to any ‘To Dos’ for a package. You will therefore have a list of which actions you accepted, rejected or are pending per package providing a useful record of the changes that have occurred.

Search Titles

You can now search across all the titles within the knowledge base by selecting Manage>All Titles and entering a search term. Once you select a title you will also be able to see all the packages where this title appears providing a useful overview of cross-coverage.

The search is currently done by ‘Phrase Searching’ but we are keen to hear how you would like this type of search to work and how you would like the results displayed.

Exports

We are keen to ensure that you are able to use KB+ data with the other systems you work with and therefore continue to develop export formats which may be of value, please let us know if there are other types of export formats you might require. Our latest addition to the formats is one for the OCLC Resolver, which joins the existing ‘Serials Solutions’ and ‘SFX’ exports.

Previously in order to see relevant export formats you had to edit your profile, we have now removed this requirement to improve accessibility and awareness, and so all users now see all the available export options.

Screenshot of exports
Removing a License from a Subscription

You can now remove a licence from a subscription by going to the subscription details screen and changing the Licence value to ‘None’. This removes the link between the licence and the subscription.

Viewing a License from a Subscription

Once a licence is has been added to a subscription there is now a ‘Link’ which you can click to take you directly to the licence details screen to easily check licence  terms and related information. This is in addition to a similar link available from the Issue Entitlement screen.

Adding to the knowledgebase

In the feedback we have been gathering we are aware of the inclusion of aggretated full text title list in KB+ being a clear priority for a number of you.

The key challenges are how to manage packages in KB+ where there is both a very large number of titles and on-going change to the titles. From initial investigations we have found;

  • Because ISSNs are often missing (ISSN is an essential identifier to help us guarantee data quality) it would be difficult to load all of the content from an aggregator into KB+
  • Because of the contradictions between the data already in the KB+ system and data from aggregators, which means a lot of manual verification, the inclusion of aggregator title lists will be time consuming and potentially come at a cost to other important activities

We would now welcome your input on the best approach to for us to take in order to meet your requirements:

  • Should we only upload journals and magazines (excluding the non-journal/magazine material such as conference proceedings and grey literature)?

OR

  • Should we only upload material that has an ISSN. This will include journals, magazines, conference proceedings, etc.?

OR

  • Should we only upload a set of “preferred titles”. The list of “preferred titles” would have to be provided by institutions?

In addition, the team is looking for recommendations on which collections are more relevant to institutions

We would welcome your feedback in helping us to decide workflows and set priorities, please email kbplus@jisc-collections.ac.uk.

KB+ Focus Groups

As KB+ is taken on by more institutions, many of whom were not part of early discussions about preferred workflows and interface layout, it’s very important that we work with libraries to take on feedback and ideas – and also that we have the resources to act on those inputs.

This year’s budget makes provision for this in Releases 4.1 (after Easter) and 4.2 (in the summer).

To be sure we understand your priorities, we will be holding focus groups in three locations in early March as follows. We will cover the following topics at all 3 focus groups

  • Management of Issue Entitlements, including package change, renewals, ‘To do’ alerts and JUSP integration
  • Licensing & Subscriptions processes
  • Potential for inclusion of financial information
  • Wednesday, 5thMarch – Central London – Jisc Offices, Meeting Room 2, Brettenham House North, 5 Lancaster Place, London WC2E 7EN.
  • Thursday 6th March – Central Manchester –Mimas, the University of Manchester, 5th Floor Roscoe Building, Oxford Road, Manchester, M13 9PL.
  • Thursday 13th March – Central belt, Scotland – Causewayside Building, National Library of Scotland.

In order to save your time at the events, we will already have scheduled improvements to address a number of cosmetic and operational ‘irritations’ that users and data managers have reported.

Whilst these meetings are geared to taking feedback and ideas from users with experience of the KB+ system, any academic library is welcome to send one or two delegates.

The meetings will take place from 11am to 3.30pm to allow for travel and will be attended by members of the development and data management teams plus colleagues from JUSP.

In order to finalise dates at appropriate venues, please email kbplus@jisc-collections.ac.uk with your interest in attending or sending colleagues, indicating your preferred meeting(s). On that basis, we’ll finalise dates by 1st February so you can make firm bookings.

Frequently Asked Questions

We have recently added some FAQ to our support pages. We hope they will be useful especially to institutions new to KB+ in giving an overview of the  benefits of KB+ and how it could be used.

If you have any tips you would like to share for those starting to use KB+ please follow us on twitter and give us your ideas using the hashtag #kbplustips or just send us an email; kbplus@jisc-collections.ac.uk.

I was also excited to see that on 12th December Laura Wilkinson is holding a “KnowledgeBase+ Day” dedicating some time to get to know the system. You can find out all the details on her blog & follow how it goes on the day using the hashtag #KBPlusDay.

Do let us know if anyone is planning something similar .

KB+ and JUSP

KB+ and JUSP

One of the new features of release 3.3 in KB+ is the inclusion of JUSP JR1 and JR1a statistics. You can view the statistics by selecting one of your subscriptions, clicking on the title and scroll down. Please note, statistics are only available for those packages which are also part of JUSP.

We hope this information will help with the renewal process and therefore when you generate a comparison worksheet from KB+ you will also get the current year (plus previous 4 years) worth of statistics. Details on how to generate a compartions worksheet are available at https://knowledgebaseplus.wordpress.com/kb-support/renewing-a-subscription/the-comparison-basket/

Screenshot of comparison basket spreadsheet

We are continuing to work closely with JUSP and look forward to developing further integration. As reported in the latest JUSP newsletter there will also be a joint JUSP & KB+ Community Advisory Group meeting.

As always we would welcome your feedback on this new feature so please get in touch just click on the Support button in KB+

Support

Whats in KB+ Release 2.1

I have been looking forward to release 2.1 of KB+ as it includes improvements to the way we upload data and greater flexibility in terms of editing the information once it is in the system.

Uploading packages (for Datamangers only)

The new upload feature provides greater efficiency in automating some basic data formatting  greater flexibility in terms of adding different types of data including ebooks and greater feedback on any issues found with the data allowing us to troubleshoot more effectively.

Editing

There are now more opportunities to edit information which is useful especially for those packages where titles are continually added, for changes to start dates etc. Editable fields now appear as underlined with a dotted line and simply click to edit. Editable fields with no data appear with the label ‘Empty’ simply click on the work ‘Empty’ to edit, you will be prompted to save save/cancel changes by clicking on the tick or cross icon. You can edit “Date fields” by choosing a date from a calendar, or by typing a date directly in YYYY-MM-DD format. Clicking the ‘Month and Year’ twice on the calendar also allows you to change years easily.

KB+ screenshot showing editing

Lists of Subscriptions can be filtered by date.

The current default now displays subscription that are ‘valid’ today. If you want to see Subscriptions valid in the past or future simply type in a date using the format YYYY/MM/DD. This date filter can also be combined with the existing keyword search option. I think this improves the usability of the system in ensuring you can see the most relevant data.

KB+ screenshot of date filter

Search on SUNCAT

You can check other journal details such as change of titles etc from a link to the SUNCAT records for that title.

KB+ Screen shot showing Suncat link

Documentation will be updated to reflect these changes shortly and as always we welcome you feedback on these new changes.

Building a better Knowledge Base

I have been in my new role as data manager for a few months and one of my main tasks is adding new collections of titles into KB+. Our first priority has been Nesli2 collections. In some cases publishers kindly supply KBART files of their collection, others direct us to a title list on their website or we garner the information directly from their web pages . Once we receive the files we need to reformat them in order to upload into KB+.

Before uploading we often attempt to check the data quality. This can include comparing against a title list acquired from a different source, comparing against last years list (using the comparison basket feature in KB+), checking for known title cessations or transfers. We are currently using tools such as SunCat to help with the data verification but are looking to other services and collaboration with international services to ensure consistency and accuracy. Depending on the outcome of these checks we are then faced with how best to resolve any found issues, such as title misspellings, incorrectly assigned DOIs, incorrect ISSNs before this data is loaded into KB+.

I have been mainly using Excel to manage and manipulate the data prior to loading into KB+ and therefore tools such as the ‘conditional formatting’ to find duplicate ISSNs have proven to be useful. I am planning investigating tools such as Google Refine to help manage this data more effectively, especially with regards to breaking down large title lists into appropriate collections and automate some standard formatting.

I am also looking forward to release 3.1 of KB+ which is looking to provide more integrated communication channels.

In working collaboratively and sharing data errors I think we can help build a good quality source of data.

KB+ Content Update

Since the start of the new year JISC Collections have appointed two new Data Managers to the project. Myself (Damyanti Patel) & Christina Ley. I previously worked as eLibrary manager for Birmingham City University and Chrissie is currently working at Bangor University as Library Assistant (e-resources). We have joined Magaly Bascones who has been working on KB+ since the beginning. One of our key roles is to liaise with publishers and suppliers, gather list of titles within collections verify the information before loading into KB+. In the last couple of weeks we have added titles from a wide range of publishers highlights include

  • American Chemical Society – including the ACS Chemical & Engineering news archive
  • Brill – including the NESLI2 full collection
  • Duke – including the NESLI2 expanded collection
  • Karger – including the NESLI2 full collection
  • Project Euclid – including the NESLI2 prime collection
  • Royal Society of Chemistry
  • SAGE Publications
  • Taylor and Francis – including the NESLI2 collections STM & SSH
  • Wiley – including the full NESLI2 collections, STM, SSH & library opt in titles

A full list of publishers we have added was sent to the subscribers mailing list (kbplus-updates@jiscmail.ac.uk) and full details of all the collections within KB+ are available on our exports page.

We have also begun working on identifying further NESLI2 collections and non NESLI2 publishers to begin working with so hopefully we will be adding titles from publishers & collections such as JSTOR, Emerald, Springer, Elsevier and more.

We would appreciate your help in identifying titles and collections you are keen to see in KB+ so please drop us an email or leave a comment on any packages you would welcome seeing in KB+

JISC HIKE project workshop

I had a fascinating day at the Jisc HIKE project workshop last Tuesday organised by Dave Patten, Graham Stone and colleagues from Huddersfield University. I was asked to talk about KB+ alongside presentations on Intota by Jane Burke from Serials Solutions and on the JISC HIKE project from Graham and Dave. A write up from the day will be available on the JISC HIKE project blog so please keep your eyes peeled if you are interested in library services platforms and future developments in this area.

From a KB+ point of view it was interesting to hear from staff working in libraries about the need for greater integration with other systems. I am pleased to say the KB+ team are already working with institutions to gain a good understanding of their requirements in terms of integration and data sharing between systems.

Libraries were keen to hear how KB+ fits into common library workflows. KB+ already has recently released support for a ‘renewals’ workflow, and we are interested to get feedback on how well this works for libraries, and what other common workflows need to be supported.

In Jane’s presentation she noted the shift in libraries collections from print to electronic and how libraries are dealing with more and more electronic resources. Managing the information about these resources is essential and with Intota they have begun developing a knowledge base from scratch building on their experience. KB+ has also had the opportunity to build a knowledge base from scratch and is learning from this process. The data model for the Knowledge base, and the data in the Knowledge base are both subject to continual review and improvement as we work with institutions to ensure KB+ meets their requirements.

It will be interesting to see as the systems develop the potential for integration. Encouragingly Intota will be working with common standards such as KBART which is also a key principle of KB+

Another key principle to KB+ is the notion of do the work once and share. Learning more out about services such as Intota and being open and sharing the title lists we have worked on I think is important in helping us find a way in with systems can integrate to the benefit of our customers. The concept of community collaboration has been at the heart of KB+ from the very start. At the recent KB+ meeting in London, we presented a vision for how KB+ would support collaboration, and got feedback from attendees on what features they saw as important in this area. The KB+ development team are now assessing different approaches to supporting collaboration and are also working closely with the GOKb project to understand how such collaboration might work at a global level

I think libraries are facing interesting times with new products such as library platform services, discovery tools and even KB+ entering the market and we hope our collaborative approach will help make it a less bumpy ride.

Release 2 of KB+ Meeting

On Wednesday we had our first meeting showing the brand new features Release 2 of KB+. There were presentations during the day from some of the many partners working on KB+, Liam (JISC Collections), Owen (Owen Stephens Consulting) and David (Sero Consulting).

KB+ is a community driven project as highlighted by the range of people involved, JISC, JISC Collections, EDINA, MIMAS, Sero, GOKb, Knowledge Integration Ltd, not to mention those institutions using KB+ and groups such as SCONUL. Much of the functionality and features within KB+ are as of a direct result of collaboration with institutions and throughout the day there was a call for further input and participation.

Liam started the day with an overview of KB+ and it was great to see the growing interest from the community. JISC have added further resource to the project with the addition of new data managers (of which I am one) to work on loading more packages within the knowledge base and helping institution switch on their subscriptions taken. Future plans for KB+ include looking into ebooks and open access however further investigation into the most useful and effective method to collate and present this information is yet required.

Key Dates

Key Dates

Owen was next up providing a live demo of the new functionality in release 2 of KB+ including the new permissions model, adding organisation and role information to licenses and subscriptions and supporting the renewal cycle. Prior to the demo Owen provided an overview to the terminology and structure of the system. With regards to the renewal cycle they worked closely with Kings College London, University of Huddersfield and University of Stirling to gain a good understanding of their workflows & ensure the system can support it. Owen described the work flow to renewals as ‘Collect, Compare. Correct and Commit’, a description of the workflow is available at https://knowledgebaseplus.wordpress.com/kb-support/kb-discussion-documents/renewals/
The  new renewals basket feature within KB+ allows you to compare one package title list with another once satisfied they can be marked as renewed and loaded back into the system. JISC Collections are working on uploading the 2013 collection currently (blog post on progress, to follow) but will also be looking at the 2014 titles and non-NESLI publishers. With the greater content there will be more opportunity to fully exploit all the new features of release 2. Feedback on the new functionality was requested including suggestions for improvements or additional data. (A screencast of Owen’s presentation will be available shortly)

David led the afternoon session talking about developments for the year including release 3 where ‘Improvement’, ‘Integration’ and ‘Collaboration & Community’ were all key elements. Greater integration with other services such as JUSP, ELCat, link resolvers etc are essential to making KB+ more effective and fitting more closer with the requirements and workflows of institutions. Building on the key theme of the day of encouraging institutions to communicate and collaborate we were divided into groups and worked on an exercise to provide user stories on how institutions would like to be communicated with and on what topics.These stories will provide the developers with valuable insight with regards to new features in KB+

The value of the KB+ lies within the knowledge and experience of the community it serves and therefore we are keen to hear from institutions about their workflows, requirement, suggestions and possible collaborations.

What’s in Release 2 of KB+

We’ve just made Release 2 of KB+ available, which is the culmination of work that started as soon as we made R1 available last September.

This update contains some significant enhancements including:

  •  A facility for Jisc Collections staff to add new Packages and Subscriptions offered to the system
  • Support for ‘renewals’. This is documented at https://knowledgebaseplus.wordpress.com/kb-support/renewing-a-subscription/. This is the first release of the renewals functionality, and we will be looking for feedback so we can improve the process in future releases.
  • New ‘core’ properties. We had some very strong feedback that KB+ should support some more properties related to ‘core’ journals. After the update you will be able to record not only that a title is a ‘core’ title, but also what type of subscription is ‘core’ (Print, Print+Electronic or Electronic – or just a plain Yes or No if you want), and the date at which the title started and stopped being core for you. These ‘core’ properties have been added to the main ‘Subscription Details’ screen.
  • New ‘Issue Entitlement’ full display. On the Subscription details screen KB+ lists the details of the journals included in the subscription with some brief details (the start and end dates for coverage in the subscription, and as just noted the new ‘core’ properties). However KB+ has more information which there is simply not room to display in this simple list. In order to ensure all the relevant information is available we have introduced a new ‘Issue Entitlements’ display. You access it by clicking on the Journal title from the Subscriptions page (this previously took you to the journal online – this link is now next to the title labelled ‘host link’). On the new page you can see the full details for the journal within your subscription, and in the parent ‘package’ (so you can easily compare your coverage details with the package default), as well as displaying details of other packages where the same journal title is available – allowing you to easily see alternative routes of access. The full details of this new screen are documented at https://knowledgebaseplus.wordpress.com/kb-support/subscriptions/issue-entitlement-display/
  • Change notifications. These were introduced in the last update, but have now been extended. Most updates to a Template licence, including changes to the Key Values, will create a change notification on any linked Actual licences. More details are available at https://knowledgebaseplus.wordpress.com/kb-support/licences/updates-to-template-licences/
  • This update also includes a number of small enhancements to the UI – including more concise and consistent date formats (yyyy/mm/dd throughout) and default sort orders for some lists. We have some further enhancements identified but that we were unable to get into this release

We’ve updated the online documentation in line with the changes and as previously this is available from https://knowledgebaseplus.wordpress.com/kb-support/

Thank to everyone who has given feedback on KB+ to date, and helped us test and develop the system. Of course we have tested all the updates going intothe release, but if you notice any oddities or issues after the update tomorrow, please let us know via kbplus@jisc-collections.ac.uk