KB+ 4.2

I am pleased to see a number of new enhancements, resulting from the workshops we ran earlier this year, in todays release of KB+ 4.2.

In addition there have also been some small changes to improve the general layout of information on the screen across the system improving usability.

Licences – New functionality includes the ability to add new ‘licence properties’. Institutions can now record the information they want to include in the licence details and if it is not already on the provided list they can simply add it. For example a new property we have included is ‘Signed’ allowing institutions to record whether the licence has been signed locally or not.

screenshot of adding licences

These properties can also be searched allowing institutions to find all the licences, for example, awaiting signature or all the licences which can be used to supply ILL requests.

screenshto of search licence properties

The layout of the information has also been improved making it more intuitive, for example the ‘linked subscriptions’ are displayed clearly indicating which subscriptions fall under each licence. The options for adding a licence, either by copying a template or creating a blank licence are also now much clearer.

licences screenshot

Subscriptions – New functionality includes the addition of a ‘Manual Renewal Date’ for subscriptions, with the ability to sort subscriptions by this date to see upcoming renewals. We hope the ability to sort by this date will help in managing the workflows around renewals.

The layout of the screen has been improved making it easy for you to link to the licence from the subscription screen

screenshot of subscription screen

Search – New functionality includes the introduction of a one click access to a quick simple search. Click on the search icon in the top right hand corner of the screen to do a search across packages, title, platforms and organisations in KB+.

screenshot of quick search

The existing search for packages and titles via the “All packages” and “All titles” options has also been improved on in terms of scope and usability.

title search screenshot

Package Comparison – This new tool, Package Comparison, provides institutions with the option to compare packages and subscriptions, including the ability to compare the contents of a single package or subscription on two different dates to see what titles joined or left the package/subscription during that period. This builds on the introduction of access start and end dates in the last release which allowed datamangers to include the date of when titles joined or left a package.

screenshot comparionson package tool

This tool could be used to compare two packages for example, Wiley Full Collection 2012-2014 package with the Wiley Full Collection 2015-2017. You can select the date on which to compare to for each package and use the filters to see which titles have been amended, joined or left with a coverage note indicating the reason. This could be used to follow up any queries with the publisher, help with renewal decisions etc. You can also export the list that is created.

screenshot comparison tool results

screenshot comparison tool results

To dos

KB+ is now able to provide support for automatic acceptance of ‘To Do’ notifications on a subscription-by-subscription basis. If you make a subscription a ‘child’ subscription, all changes to the package will be applied to your subscription automatically. You can change this at any time. This can be used with any package, but particularly useful where packages are the same for all users, or for all members of a consortium

Support for automatic acceptance of ‘To Do’ notifications on a licence-by-licence basis. In exactly the same way, you can now make a licence a ‘child’ licence, and all changes to the parent (aka Template) licence will automatically be applied to your copy of the licence

Over the next week we will be updating all our user guides and screencasts. We will also create new user guides and be running an online webinar to cover the new functionality. Thank you to all the institutions who have provided valuable feedback during this process and we look forward to our continuing collaboration and developing a service that meets the needs of the community.

Please do contact us if you require any further information.

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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+

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