Term / concept
At the start
By the end
Discoverability
OPAC
As preparation for
today’s session,
score yourself on
how familiar you are
with these terms
and concepts…
OpenURL / link resolver
Metasearch
Vertical search
Metadata
1 – no idea what it is
2 – heard of it but
don’t really know
what it is
3 – heard of it and
broadly get what
it’s about
4 – I know what it is
and how it works
KBART
Harvesting
API
Crawling
Impact factor
Advocacy
Grass roots
I scored mostly …
Quiz!
1/2/3/4
1/2/3/4
About me
 Managed metadata / content dissemination and
linking for CatchWord / Ingenta
 Set up the KBART initiative (UKSG / NISO) to
develop best practice for metadata exchange
 Now advise publishers on marketing strategy
including increasing visibility / usage among end
users
Why bother?
Discovery
Usage
Value
Influence
Renewal
What is discoverability?
General • Scholarly
A&I database
Full text portal
USERS
Colleagues / peers
Conferences
Social networks
Magazines
Reading lists
OPAC • Federated / faceted / discovery services
Spotlight on library tools
Ex Libris
Serials
Solutions
EBSCO
Innovative
Interfaces
LMS / ILS
Aleph
ERM /
ERAMS
Verde
360 Resource
Manager
A-to-Z
Millennium
ERM
Link resolver
SFX
360 Link
LinkSource
WebBridge
Metasearch
MetaLib
360 Search
Integrated
Search
Research Pro
Faceted
search
Primo
Aquabrowser
Discovery
Service
Encore
Discovery
Millennium
Summon
Penetrating the virtuous circle
USERS
Data
 Easy identification = easy discovery = easy to cite
 Ensure information meets basic industry standards




ISSN
DOI
MARC
OAI-PMH
 Share appropriate level of information with
partners
 Metadata vs Full text
Sharing data: file transfer
 CSV file – key metadata elements





Title
ISSN
Dates
URL
etc
 FTP – file transfer protocol – sharing files between
www.uksg.org/kbart
systems
Sharing data: harvesting
 API – application programming interface
 Back door to your content – machine-tomachine
 Authorised software programs can take a
structured copy of your data
Sharing data: crawling
 Front end “scraping” of your web content
 Not structured data – just a record of all the words
in each document
 Set up as you would an institutional subscriber (IP
access to full text)
 Speeds up searching of your content on other sites
Quality
 Popular subject tools like PubMed and Web of
Science are selective based on things like
 scientific quality
 editorial quality
 production quality
 citation history
 Citations are also important
 directly – users following references to find content
 impact factor calculations
Quality: internal
 Transparent, rigorous processes




Article selection
Peer review
Error correction
Retractions (etc)
Council of Science Editors “Editorial Policy
Statements”
 Ethical accountability
 Committee On Publication Ethics (COPE) Guidelines
Quality: external
 Winning the competition for the best authors




identify highly-cited / influential authors
sort them into segments
research contact info
roll out integrated, cross-channel campaign
Quality: communications
 Campaign communications should be




consistent (timing & message)
creative
benefit-led – appeal to academic ego!
clear, appropriate call to action
Influence
 Top down: reading lists, lectures
 Peer-to-peer: conferences, references
 Grass roots: usage
 Social media strategy: relationships / brand
framework
 Finding, engaging, listening to users
 Insight that can make your marketing more relevant
To recap: where to start
 Data
 KBART data, to partners from the KBART registry
 Quality
 Identify and research contact data for highly-cited
authors in defined regions / topics
 Influence
 Identify loyal authors, readers, editors who could
become advocates
 Define a target audience and theme for a usag
campaigns
References
 Find links for key concepts, initiatives etc that I’ve
mentioned today at:
http://www.delicious.com/charlierapple/uksg11
 Or feel free to get in touch with me:
[email protected]
twitter.com/charlierapple (@charlierapple)
 Questions?