Community Data Groups: survey headlines

The NBK Community Data Groups ran a survey over the summer, as mentioned in their previous blog posts.  All the groups agreed that a better picture of how libraries interact with bibliographic data was needed, in order to provide an understanding of the current library data landscape and to support initiatives moving forward.

The response rate was excellent: thanks to the 99 institutions who completed the survey.  The responses have provided us with a fascinating set of data which has already proved invaluable in informing the work of the NBK team and the CDGs.

A Headline Summary of the results is now available.  Individual CDGs have been analysing subsets of the data and some plan to publish their conclusions and recommendations elsewhere.  Further communications about the outcomes of the survey and the work of the CDGs will be available in the new year.

What could the NBK do for us? – the NBK CDG Tools project

We are one of the NBK Community Data Group project groups, and our task is to consider the tools that the NBK might be able to offer contributing libraries to help improve the quality of our metadata. Our work is closely linked to that of the other 3 projects described in previous blog posts, looking at Support and Guidance, Metadata mapping and Systems in the context of the NBK. Together, our reports will inform how the NBK team can build a useful set of support documentation and tools that will encourage and enable all UK HE libraries to engage with the NBK as contributors of records, and as consumers of the services that will be offered from the rich database of library metadata that the NBK promises to be.

If your library is already contributing records to the RLUK database and COPAC, you may be familiar with the reports that are received back from Jisc after each updated file is processed. In the interests of making our metadata even more perfect(!), in an ideal world we would love to work through these reports every week or month, finding and fixing the coding errors and anomalies that the record ingest has identified. Because that’s what metadata folk like to do best. Sadly, the days of large library cataloguing or technical services teams are, for most HE libraries, long gone and we no longer have the resources to devote to such tasks. With fewer metadata staff, our priority now is ensuring that newly added titles are accurately described and easily discovered, and we rarely have the time to revisit legacy metadata and fix all those little errors and inconsistencies that have crept in, by accident or by design, over the years since we switched from card catalogues to automated systems.

But what if the NBK could help us with this? Could Jisc offer something back to contributing libraries that would help us to improve our local records, without too much manual effort for the library? Might we get better metadata back from the NBK, and if so, how would this be best delivered? These are the questions that our project is addressing. Tools allowing local metadata to be enhanced from the rich NBK database would be of huge benefit to all of us in improving the overall standard of metadata in UK HE libraries, and would be a big selling point to encourage libraries to join the NBK.

We began by considering local use cases and examples of “known issues” with our own catalogue records, which uncovered some common themes – local historical idiosyncracies in cataloguing practice, batches of records with coding errors, brief records from early automation projects. These formed the basis of our thinking about how the NBK might help in such scenarios: overwriting a brief record with a full record; overwriting selected MARC fields to fix specific problems; providing back the “master record” from the NBK for records submitted in our regular update files; uploading delimited data (lists of ISBN/author/title) to identify matching master records from the NBK. From here we considered the technical and resourcing implications that would help or hinder libraries when taking advantage of these services, and compiled our questions for the NBK community survey.

From the responses to the NBK questionnaire we aim to build a picture of the staff resources and technical expertise available within libraries, the issues that libraries have with their legacy records, and the functionality of the library systems with which they are working, to inform a set of recommendations to the NBK developers. Working together with Shirley Cousins of the Jisc NBK team, we will identify and propose some realistic, deliverable core tools and services that the NBK’s “contributor dashboard” could offer to libraries. The proposed tools will need to be technically accessible to as wide a group of participants as possible, so that low levels of local staff resource or technical knowledge won’t be a barrier to take-up. Ideally, the tools will be able to be automated, to minimise the amount of manual intervention required and allow even libraries with small metadata teams to take advantage of the tools for their metadata clean-up projects.

We are currently analysing the survey responses and planning our report back to the Jisc NBK team, and we hope that our recommendations will form the basis for some fantastically useful metadata improvement tools that will bring us all a few steps closer to the perfect bibliographic metadata that we dream of!

Who are the members of the NBK Tools group?

Fran Abbs, Metadata Manager, University of Sheffield Library

Eileen Crawley, Acquisitions and Bibliographic Services Manager, SOAS

Louise Grainger, Collections Information Analyst (Collections & Research), Wellcome Library

Martin Kelleher, Metadata Manager, University of Liverpool

Alasdair MacDonald, Metadata Co-ordinator, University of Edinburgh

Toby Reynolds, Metadata Co-ordinator, Durham University

Siân Thomas, Head of Systems and Standards, National Library of Wales

CMCAB June Meeting

The Jisc Collection Management Community Advisory Board met on June 21st 2018.  A summary of discussions is provided below:

Board membership: Dawn Holland from the University of Hull is stepping down from the Board.  Her colleague from Hull, Chris Awre, will be joining the Board at the next meeting.

The University of Sydney have reported on their pilot project using CCM Tools.  Some interesting areas of overlap in East Asian collections was identified but the sample size (1000 records) was relatively small.  The pilot was a useful proof of concept but a larger scale collaboration would be needed to investigate the feasibility of any international service offering. The Board agreed that it was sensible to keep options open and to pursue this further when resources allow.

Service Updates: CCM Tools service enhancements are currently paused as we work towards the launch of NBK services and incorporate requirements into the Jisc TLSS UX development work.  However, the team have been busy with events and will be testing NBK data with the CCM Tools interface in the autumn.  Copac is in a stable state with some new data loads and reloads still taking place.  Activity is merging into NBK workflows as the project progresses so will not be reported on separately at future meetings.

Community Engagement: The team have been busy with a full calendar of CCM and NBK events since the last meeting.  As well as promoting the NBK and collection management services, the events provide valuable insight and feedback from the community.  This has included insights into NBK use cases for post 1992 institutions around acquisitions and managing e-book collections.  There has also been much valuable activity in Wales resulting in discussions with WHELF about supporting some specific metadata projects for the consortium and plans for CCM Tools training.  The CM@Edinburgh event took place on 29th June and was a great success with over 50 delegates attending.

National Bibliographic Knowledgebase:

The Board were shown some prototype data visualisations using elastic search and NBK data.  These show the potential to deliver new functionality and data analysis tools to support data quality and collection management workflows and are an excellent practical demonstration of the services which the NBK could deliver.  It was noted that it would be very useful to show this to the wider community to give insight into the potential for strategic analysis and delivery of new tools.  The Jisc team will be doing so at forthcoming events.

Data loading has slowed recently, often due to local issues getting in the way of progress rather than a lack of awareness or support.  In response to this we are engaging with individual institutions with support from Jisc account managers. While data loading remains a priority we are also putting an emphasis on communicating benefits to institutions, libraries and end users to drive engagement.

Serials data: work is progressing to incorporate expertise from the SUNCAT team into the development of appropriate functionality into NBK services.  This will support serials data workflows, including the UKRR.

Data ownership: a consultancy has been procured to look into the issues of data ownership and re-use which the NBK has highlighted to date.  This will include dialogue with data suppliers, libraries and the NBK team to provide an analysis of the data supply market place and business models, in the hope of finding a way forward to enable sharing of data.  It will conclude by mid-October and will also involve the creation of a small community working group to provide a discussion forum for the duration of the work.

Participant framework: a draft document was circulated detailing all NBK service components potentially on offer and the access points for different categories of participants (such as Jisc members, non-members etc.) for comment.  The Board supported the broad thrust of its principles but suggested some changes to the structure to improve clarity.  These will be incorporated before a public version of the document is released.

Community Data Groups: details of the four groups have been posted to this blog.  The groups developed a survey about bibliographic data in libraries which was open to the community for completion during June.  Analysis of the results is now taking place and the Groups will be meeting again on 26th July to discuss these and decide on recommendations and next steps.

Dates of CMCAB meetings for the 18/19 session will be confirmed as soon as possible.

Systems and the NBK

We are one of the JISC community data groups, and our work ties in with Nick Barratt’s recent blog post regarding the metadata mapping project and review of metadata practice in the UK. Our group’s focus is to explore the technical aspects of data import and export relating to 2 key areas and how this may help libraries contribute to the National Bibliographic Knowledgebase (NBK).

The first area we are keen to learn more about is the types of catalogue records libraries are currently working with and the potential variance in quality provided by different suppliers vs. the staff time and resource to possibly improve these for our user community. We are interested in understanding the possible implications of this variance for the NBK, particularly when libraries use it to support collections management activities such as weeding or identifying collection strengths. Our initial discussions as a group raised questions which have now been incorporated into the NBK questionnaire, and we are sure that this data will be useful in shaping best practice and the development of the knowledgebase.

The second area we are focusing on is how Library Management System suppliers could provide documentation or other forms of guidance on the functionality of their systems when their customers are exporting large data sets to the NBK, thereby removing a potential barrier for non-contributing libraries. We are hoping to identify any challenges libraries may be facing and feed this back to the NBK group and LMS suppliers, which in turn may support the provision of guidelines / best practice / publishing profiles /NBK tool kits for libraries wishing to be involved.

It’s all about identifying potential problems or challenges and engaging the community and suppliers in addressing these, so that the NBK can fulfil its rich potential.
As part of this, we’re also interested in how the community can help itself, and what types of support mechanisms can enable a vibrant user community.

The NBK questionnaire will go some way to providing the data to support our work, but it would also be great to hear from the wider community about what steps we can take to make this work.  Because our group is interested in library staff’s experiences with key processes, we would like to undertake some short informal interviews to gather more detailed qualitative data to capture this, so if you would be interested in being in interviewed, please do get in touch!

Gareth Owen, Programme Manager, WHELF

Helen Faulds, Collections Manager, University of St Andrews

Suzy Cheeke, Collections Librarian, University of Bristol

Elly Cope, Manager, Access & Acquisitions, Leeds University

Ed Kirkland, Data Services Manager, University of Warwick

Aniska Kumra, Assistant Librarian – Resources Management

David Miller-Crook, Library Systems Manager, University of Southampton

Andrew Paton, Metadata Management Team Leader, University of Manchester

Wendy Taylor, Metadata Officer, University of Salford

Sarah Thompson, Head of Collections, University of York

 

 

 

 

NBK metadata mapping project

We are one of the four NBK data community groups highlighted in Lee Blyth’s April post.  Our group is charged with reviewing current metadata practice in the UK, developing  a framework of data standards, and mapping different levels of metadata against specific functionality – from basic ‘discoverability’ to collaborative ‘share and compare’ activities at local, regional and national level.  It’s already been a really worthwhile and valuable exercise in itself, bringing together managers from different institutions to share ideas – and enthusiasm! A big thank you to all involved.

 

There are several parts to our project. We’ll be looking at the algorithms associated with NBK that are used to match items, as well as conducting a brief desktop review of existing literature around metadata standards. This should help us understand how different levels of metadata have been used to support practical activity across the sector, and what practical problems this has thrown up from previous work (building on the White Rose collection overlap report).

 

We’ll also focus on what people are using their metadata for, in particular collection management and evaluation; discovery; and metadata enhancements. Using these previous activities as a benchmark, we hope to compile a sense of how particular metadata thresholds can be used as a guide for future cataloguing work, as well as practical collection management activity. We’ve submitted a series of questions as part of the wider survey Lee refers to, and we’d really like you to answer these candidly so we can obtain a ‘state of the nation’ snapshot about how decisions on metadata thresholds for cataloguing are made, how frequently we share records via online platforms, or whether reports on contributed records are reviewed and acted upon. The wider survey touches a number of key metadata issues affecting us all, and it is important that we all complete it as comprehensively as possible, involving other colleagues as required – the survey provides some guidance with this.  All this information will be invaluable when assessing how NBK will evolve, and how we can realise and release the value of the metadata we all create, use and share. 

 

Finally, and although largely outside the scope of the current community data group projects, our group also felt it was important to understand historic cataloguing practice across the sector. The way that decisions have been taken in the past, and knowledge of the present situation, might influence a more collaborative, open and transparent approach to future projects involving the wider library community.

 

Nick Barratt, Director, Senate House Library

Paul Cunnea, Acquisition & Description Manager, National Library of Scotland

Jane Daniels, Bibliographical Librarian, Cardiff Metropolitan University

Clare Hudson, Assistant Librarian Cataloguing and Metadata, London School of Economics and Political Science

Vanessa Lacey, Head of English Cataloguing, Cambridge University

Thomas Meehan, Head of Cataloguing and Metadata, University College London

David Morgan, Metadata, Discovery & Analytics Coordinator, Royal Holloway University of London

Amy Staniforth, Metadata team leader (Information Services), Aberystwyth University

 

National Bibliographic Knowledgebase Community Data Groups

Jisc have convened four community data groups to look at issues and possible interventions that might be made to enhance the quality and efficiency of library bibliographic and holdings data (https://libraryservices.jiscinvolve.org/wp/2017/12/nbk-group). These groups are running from now until the end of July 2018, and will be reporting their finding and progress to the community through blog posts here.

Our First Challenge… NBK Support and Guidance: Past, Present and Future!
Our group was challenged with identifying the support and guidance materials needed by contributors to the NBK.

Through initial discussion around the data being contributed, we formed a shared theme of data past, data present and data future:

  • Data past – Poorly catalogued records from the past that may be difficult to improve or deduplicate against the same items from other institutions.
  • Data present – Records that we are working with now, many of which may be imported via automated procedures, from different suppliers and with varying levels of quality.
  • Data future – Ways in which the NBK might allow us to improve previously catalogued records in batch, or how contributed records with missing or incomplete fields could be identified and workflows provided to improve the data.

Further to the above, during discussion with people in specialist roles at both existing and potential contributor institutions, it became clear that there are many different support levels required, spanning some very specific skill sets:

  • The technical data import and export functions from LMS systems.
  • Expertise in cataloguing and metadata management.
  • Collection development and management activities.
  • Management and leadership roles wanting to understand the benefits offered by the NBK and how they align with the strategic goals of the Library.

We aim to enable these different teams to work together, combining individual skills and workflows to realise these benefits.

We took the past, present, future theme and also applied this to the contributing institutions:

  • Libraries that have previously contributed data to Copac, so have staff in the required roles who understand the benefits of contribution to NBK and likely have staff with the correct skills and knowledge to work with the NBK.
  • Libraries that have not previously contributed to Copac, but have now contributed to or are in the process of contributing to the NBK.
  • Libraries that as yet have not contributed to either Copac or the NBK.

Our support and guidance project will ensure that existing support materials and contributing workflows are identified and mapped to appropriate use cases, that current support needs of the community are analysed and a representative user group established, and we will provide a proposal for a long term online support space and ‘innovation zone’ to help support the NBK user community.

How can you help?

  • We are working with three other groups, who are addressing different data challenges in relation to the NBK to co-create a survey for the NBK community. This survey will be available from early May and will be shared with contacts at your institutions. Please take the time to complete the survey and pass to appropriate colleagues for their completion too. The more engagement we receive, the better informed our work will be.
  • Do you have skills and experience of working with NBK or Copac? We are looking for some potential ‘experts’ who may be willing to provide support to other institutions at some point in the future. Have you got experience of contributing NBK records from a specific LMS or even multiple systems? Would you be willing to help create some guidance materials? Get in touch – lee.blyth@northumbria.ac.uk
  • Keep an eye on our blog posts and leave us your comments. We would like as much feedback as possible and would love to hear your thoughts on what type of support and guidance is required now and in the future. Please share these posts with your colleagues and encourage them to read and comment too.

Who are the members of the NBK Support and Guidance group?
Lee Blyth, Discovery & Access Librarian, Northumbria University
Annette Moore, Content Delivery Manager, University of Sussex
Emma Shaw, Collection Development Librarian, University of Roehampton
Kay Munro, College Librarian, University of Glasgow
Ruth Elder, Collections Management Specialist, University of York

 

CMCAB February Meeting

Here is our summary of discussions at the latest meeting of the Jisc Collection Management Community Advisory Board, held on February 8th 2018.

  • The Board reviewed Terms of Reference for 2018, adding an oversight of NBK activity, specifically in relation to collection management, to our role and purpose.

Service Updates:

  • It was agreed that The University of Sydney’s use of CCM Tools to investigate collection overlap within their Asia/Pacific collections was of great interest. The possibility of further analysis, potential partnerships or collaborations should be investigated.
  • CCM Tools has launched some enhancements enabling retention and management of search history for users. Further enhancements are on hold while we work on experimenting with NBK access so that we can start testing with NBK data.  The Jisc team will be consulting with the community on forthcoming collection management developments in year 2 of the NBK.
  • The Copac team are continuing to enhance Copac by loading new data. New NBK contributors will also be loaded onto Copac where this can be done smoothly and quickly, but this will not be possible for all NBK contributors.  At some point over this year the team will stop new Copac loads to enable full focus on NBK developments.
  • The team have developed a new administrative tool to manage the vastly increased flow of data to the NBK. Data inflow is increasingly complex, incorporating a range of routes, formats and sources.  A system model for the flow of data is under development which will need to reflect this complexity.
  • Copac has reached the milestone of 100 contributors recently and it is planned to celebrate this and link to a review of the first year of the NBK project. The acceleration of data flow and processing as part of this work has helped us reach some significant milestones.   The NBK builds on the success of Copac.
  • Organisation of a Collection Management @ Edinburgh event is underway with a date in June to be announced shortly.
  • The Jisc team are engaging with a variety of conferences and events over the next few months and are keen to develop further outreach activity, welcoming further suggestions or invitations.

National Bibliographic Knowledgebase

  • NBK Progress: the 60th dataset has been sent to OCLC and launch of a Beta interface for contributing libraries to check their data is imminent (this took place after the meeting). 108 institutions have agreed to contribute to the NBK and are at different stages in the data workflow.   Although the project has not quite achieved the ambitious Year 1 data loading target it was agreed by the Jisc Library Services Advisory Group (LSAG) and the CMCAB that sufficient progress was being made.  Members were reassured that there were no systemic problems and that existing targets for Year 2 were maintained.  Jisc are positive about moving into Year 2 of the project.
  • Key points looking forward to Year 2 are data ownership and data quality. Board members felt it is valuable that the NBK is shining a light on the concept of data ownership and discussing the issue with data suppliers.
  • In response to issues around data quality highlighted by the NBK (and building on the work of the White Rose Consortium) Jisc will fund some Community Data Groups to investigate and propose solutions or ways forward. This initiative will kick off in February, with groups concluding their initial work by the end of July.  The Board stressed that the outputs of the groups need to be scalable, so that the whole community will benefit.  It was agreed that the CMCAB will provide oversight for the initiative and that the groups will report via this CCM Tools blog.
  • As we move into Year 2 and look to extend engagement with the NBK to institutions not previously involved, it will be important to ensure the benefits to different institutions and to non-library decision makers are clearly conveyed.

More information about the NBK can be found on the project blog.

The next meeting will be held on Thursday 21st June 2018.

CMCAB October Meeting

The Jisc Collection Management Community Advisory Board met on 17th October 2017.  My apologies for the delay in posting a summary:

Jane Daniels (Cardiff Metropolitan University) had produced a report for the Board about community interest in metadata memory.  The Board’s discussion raised issues on the current capability of library systems and how metadata memory and bibliographic history conflate.  There was endorsement of the value of investigating the issue further.

Our colleagues at the University of Sydney are experimenting with CCM Tools’ new MARC upload feature, as part of their pilot to assess the validity of the identification of their East Asian collections as an area of collection strength.  It is hoped that a case study report will be produced in the New Year.  The Board noted the value of pursuing overseas engagement to develop sustainable use cases for CCM Tools.

Service Updates:

  • The new MARC upload feature mentioned above enables CCM Tools users to upload data in MARC Exchange format which is then de-duplicated against Copac holdings. This produces better results sets for Copac non-contributors in particular, consolidating their holdings against Copac data.  The CCM Tools team have redesigned the user support pages on the website which have now been made live.
  • There have been several reloads of data to Copac recently as well as ongoing work with NBK data. New contributors to the NBK will also be loaded onto Copac so that their data is visible as soon as possible.
  • The Copac team are looking into developing a cataloguing interface in the next year or so following expressions of interest from smaller contributors and OA publishers.
  • White Rose data analysis work highlighted some issues with de-duplication of very common titles in Copac. A new title index has been developed which is now based on the de-duplicated data.  This is now working very well and has reduced the size of the database by 1 million records.

CM@ Hull: The collection management event hosted by the University of Hull was a great success with very high levels of satisfaction reported by attendees.  Lessons for future events include: thinking carefully about the balance between break out and presentation sessions and assessing the value of charging which adds considerably to the administrative impact.  The Board thanked Dawn Holland and the team at Hull for putting together a most productive event.

CM@ Edinburgh: the Board discussed various ideas for the next event which will be held in Edinburgh in June 2018.  Planning is at a very early stage and we hope to report with more information at the next Board meeting in February.

WRC Collections overlap: colleagues from the White Rose Consortium provided an overview of their collection overlap project and the resulting report (available in the previous blog post) The report identified several valuable recommendations for the community.  These included:

  • Caution around export of data: institutions should understand fully the exact nature and content of their data exports.
  • Metadata quality is a major issue which could benefit from sector guidance with the aim of driving improvements.
  • Additional guidance is needed on how collection management tools work (particularly around matching algorithms).

The Board discussed how accurately catalogues reflect actual library holdings and agreed that there is a need to clarify the data that is excluded from exports by contributors to the new NBK.  There was interest in the concept of identifying key metadata fields used for matching/de-duplication so that these could be a focus for efforts to improve quality.  Areas of interest for further investigation are: quality of data and collection overlap. Formal thanks was given to the WRC for their study and report.  It is clear that the report and its recommendations are very influential in other forums such as the National Monographs Steering Group.

Data quality interventions: Jisc is keen to support initiatives to improve metadata following on from the WRC report.  The Board discussed various principles for any such initiatives including the need for transferable methodologies, addressing legacy data and appropriate means to enhance poor data.

It was a suggested that a ‘minimum standard’ flag could be applied to records in the NBK to raise awareness.  However, we would not want to mandate standards as this would result in too much substandard material being excluded.  The consensus was that the focus should be on higher level strategic work which will make a difference to the community.

National Bibliographic Knowledgebase Update: SCONUL, RLUK and the National Monograph Steering group have recently been briefed on progress.  A key message to broadcast to the community is that the NBK is ready to accept data from all HE and specialist libraries.

The Board were given an update on contributors so far committed, the timeline for the Beta resource discovery interface and a draft participant framework which addresses the issue of services which are open to all, those for Jisc members and those for which some form of charge may be necessary.  CCM Tools is incorporated into the scope of this work.  Initially the existing Tools interface will be tested with the NBK data.  There are no plans to develop a radically different interface but there will be improvements and developments to reflect improved functionality.

UKRR for monographs: an update was provided following a recent meeting of the National Monographs Steering Group.  The impact of the WRC report (discussed above) on plans for a UKRR for monographs was discussed.  It was suggested that errors in deduplication could be something the community lives with.  Emphasis could be on storage solutions for the greater amount of unique items apparently in collections rather than addressing data quality.  However it is important to consider any shifts in strategy carefully in the light of further work on data quality.  The CCM Board concurred with this caution.

A.O.B: Next meetings are: Thursday 8th February and Thursday 21st June 2018.

White Rose Libraries: understanding collection overlap

The White Rose Libraries consortium have produced a final report on their investigations into collection overlap between the three member libraries (York, Leeds and Sheffield).  It sets out the results of a Jisc funded investigation exploring matching and de-duplication of bibliographic records in the Jisc CCM tool and SCS/OCLC GreenGlass, compared with manually checked results.

It is hoped that the report will be of significant interest to the library community, usefully helping to refine collection management requirements both for existing tools and for the emerging National Bibliographic Knowledgebase (NBK).  The authors are keen to ensure that the report is widely shared.

The full report including extensive Appendices is available below:

Understanding collections overlap final report July 2017 – including appendices

CMCAB June Meeting

The Jisc Collection Management Community Advisory Board met on 29th June.  Here is a summary of our discussions:

  1. As usual an update on CCM Tools & Copac activity was provided. Highlights included:
  • The CCM Tools pilot with the University of Sydney is progressing. We are working on providing a MARC exchange upload facility.  Once established this functionality will be rolled out for use by other users who don’t contribute data to Copac, enabling them to obtain de-duplicated results sets featuring their own data.
  • As well as the CM@Bodleian Libraries Book Storage Facility event, featured in the April blog post, we have run 6 ‘Introduction to CCM Tools’ events around the country which have been well received and reached out to many colleagues with little or no experience of using the Tools. A new series will be offered in the autumn.
  • Adjustments to the ‘My library groups’ feature (announced via the lis-collection-mgmt email list) were time consuming. However the Board agreed that the changes improved functionality.  Access for non-members of the UK Federation has been set up and tested.  It will be rolled out to Copac contributors in September.
  • A research report into low or non-use of the CCM Tools was presented and discussed. The concept and value of the Tools is recognised but there remains some confusion about accessibility for non-RLUK members which we will continue to address.  Board members commented that the key to expanding use is for the Tools to be embedded in workflows and that this will only happen if they are perceived as supporting a business need in institutions.
  • The Copac team are juggling maintaining data loads to Copac with increasing NBK activity. Various improvements to workflows are being implemented to help manage this, including a dashboard for new contributors to collate and update information about their data.  It will be rolled out to more contributors as part of the NBK work.
  1. CM@ Hull Event, 7th September

Planning for this event is under way with a range of speakers interested in contributing.  A sub-group will be convened to progress detailed plans.

NB Bookings are now open for this event at: https://cmhull.eventbrite.co.uk

  1. White Rose Consortium (WRC) / GreenGlass update

Latest news on the WRC collaborative collection benchmarking project was provided:

  • Much work has been done comparing holdings results from GreenGlass and CCM tools. This involved close analysis of data through manual checking.
  • The analysis has identified variations in metadata between the three libraries which have inhibited consolidation of records for comparison. It is only through looking at large amounts of data that the true nature of issues becomes clear.
  • It is vital when embarking on any benchmarking project of this nature to fully understand the complexities of the data. Details such as changes in stock locations over years have an impact and the history of data creation and stock management have a big impact.
  • Further testing will be done and a report will be provided to Jisc. The testing has been challenging but work has continued to understand the level of reported overlap between the libraries.

The report was followed by a discussion about the nature of bibliographic metadata, whether metadata was improving over time and how the NBK may be able to support work to clean up and enhance metadata.  Levels of awareness of the issue are increasing in the community and the CMCAB will undoubtedly revisit it.  Colleagues from the WRC will provide a further update at the next meeting.

  1. National Bibliographic Knowledgebase

An overview of key milestones and principles for the NBK was provided:

  • The Beta service will be available in January 2018 and in January 2019 the full service will go live.
  • Phase 2 of data loading is currently taking place including WHELF libraries, existing Copac contributors who have provided reloads and some new libraries.
  • The NBK is essentially a database which will be the cornerstone for a range of Jisc services. These will include a cataloguing service and collection management tools through a login for Jisc members and a freely available resource discovery service.  Other services may be developed further down the line either by Jisc or others making use of the data.
  • For collection management, we will experiment with pointing the CCM Tools at the developing NBK database later this year to assess how this affects functionality. It is likely that the ‘live’ CCM Tools service will continue to use Copac data until 2019.  Existing functionality will be maintained but we are hopeful improved functionality can be delivered both from improved data coverage and from enhanced data such as usage, circulation and condition/preservation data if libraries can provide it.

Discussion followed about the data sources which will be incorporated into the NBK and the fact that community consultation is a key part of the project and is incorporated into all phases.  It was requested that Board members encourage colleagues to get in touch both about contributing data but also to volunteer for focus groups and provide feedback in specific areas.

It was confirmed that the NBK is a Jisc project and database which is being built on our behalf by OCLC.

  1. UKRR

An update was provided on Phase 3 of the UKRR.  This will adopt the principle of a Principal Holding Library and non-members will be able to use the facility on a pay as you go basis.  After Phase 3 the UKRR will be a ‘self-service’ facility enabling scarcity checking to take place.  An update on plans for a UKRR for monographs will be provided at the next meeting following delivery of a feasibility report.

Dates for meetings in 2017/18 are: 17th October 2017, 8th February 2018 and 21st June 2018.

We welcome your comments and suggestions on the work of the CMCAB.