Report on JUSP, KB+ and Intota Assessment

Last year we blogged about an internal report we did on our assessment of JUSP, KB+ and Intota Assessment. At the time we shared the report with the 3 resources and have already seen a number of recommendations being adopted.

We thought that the report might be useful for other universities looking at how best to use the 3 resources in conjunction, our view is that with a little development all 3 are essential to our workflows 🙂

For more information, here is the Report

HIKE Project report

Earlier in the summer we launched the final project report

Devenney, Amy and Stone, Graham (2013) HIKE Report: to evaluate the suitability of Intota and KB+ for the UK higher education marketplace. Project Report

CoverIf you don’t have time to read the full report, there is also a handy executive summary for you to look at 🙂

Both are available at:

We would love to hear your views, so please leave a comment for us!

The Benefits of Sharing: LMS Day Write-up

Our partner project, The Benefits of Sharing, held an event for over 30 library staff from across Scotland to discuss Library Management Systems.

Facilitated by Stephanie Taylor (@CriticalSteph) and Sheila Cannell, this one-day event asked the question, “Would a shared library management system improve services in Scotland?” To help us investigate the question, we broke the day into three sessions:

1. What do we need from an LMS?
2. What are the benefits and drawbacks to sharing?
3. Would a shared LMS work for Scotland?

The write-up of the event is now available at:

With thanks to Stuart Lewis, Head of Digital Library Services at the University of Edinburgh for drawing this to our attention 🙂

Bloomsbury Library Management System consortium

We’ve been reading the Bloomsbury Library Management System consortium blog with interest today.

The Bloomsbury Library Management System consortium has made a decision in principle to develop its 21st Century LMS using Kuali OLE open source software as a platform.

The Bloomsbury LMS Consortium is running independently of the JISC LMS programme but will be sharing its outcomes with synthesis project.

As we carry out our evaluation of KB+ and Intota it will be fascinating to see what the Bloomsbury LMS Consortium is saying about Kuali OLE.

ONIX-PL, JISC Collections and 360 Resource Manager

Over the past few weeks we have been adding our data and licences to KB+ – and blogging about our experiences. Our thoughts are now turning to how we get the data into both KB+ and 360 Resource Manager, ideally we only want to load the data once.  This is not such a big deal for the actual holdings – actually we plan to load some of the information into KB+ and some into 360 Resource Manager and import between the two in order to get the most efficient workflow – but that is a whole new blogpost…

A stumbling block in getting our head around the best way to test and use the two systems has been the way we go about adding licences. We are loading them into KB+ to add to the ones already there, but how do we get those into 360 Resource Manager?

Our partners in the HIKE project, JISC Collections, have been working hard in recent years to create ONIX-PL expressions of licences for e-journals, databases and archives.

ONIX-PL was developed with the needs of the academic library community in mind, since it was hoped that library and ERM systems vendors would adopt the standard as a way of improving the provision of licence information available through their products and services.

JISC Collections also recently developed the JISC Electronic Licence Comparison and Analysis Tool (elcat), which includes all of the 170 past and present licences that were created in ONIX-PL and makes them available for review, comparison and download. We blogged about a possible extension to this last week.

The trouble was that JISC Collections were way ahead of the game and the ERM systems couldn’t receive the licences in the ONIX-PL format.

So we are delighted that JISC Collections today announced that after a great deal of work with Serials Solutions to map ONIX-PL licence expressions to 360 Resource Manager, all JISC Collections licence agreements will be put to the use they were originally intended for – populating an ERM and allowing us to access the data where we need it!

We are now looking forward to testing this as part of the HIKE project.

Lorraine Estelle, CEO of JISC Collections states, “This is an important milestone for our work with ONIX-PL. We have always felt that the full value of ONIX-PL will only be realised once it has been adopted by a significant number of publishers and systems vendors. We hope that the work undertaken by Serials Solutions will act as a spur to other systems vendors and publishers to work with us to adopt this standard and include high quality licence information in their products.”

Mark Bide, Executive Director of EDItEUR, added “with the inclusion of JISC Collections licence data in 360 Resource Manager, we are starting to see the potential of ONIX-PL to improve the availability and quality of licence information throughout the supply chain. As EDItEUR begins a review of ONIX-PL we look forward to working with JISC Collections, academic libraries, publishers and systems vendors to build on this work and improve the usability of ONIX-PL.”

Thanks to Liam Earney for permission to re-hash his press release!

For further information about:

Serials Solutions and 360 Resource Manager go to

JISC elcat go to

Knowledge Base+ go to

EDItEUR go to

TERMS: Techniques for Electronic Resource Management

In the original HIKE project plan we mentioned the relationship between the project and TERMS (Techniques for Electronic Resource Management).

TERMS was a project started by Jill Emery, Portland State University, and Graham Stone, University of Huddersfield, to create best practices for management of electronic resources that is shared, monitored, and updated by librarians from throughout the world. It began around a year ago as a tumblr blog and a Facebook group page, soliciting feedback from the library world. This included a request for workflow documents covering all aspects of e-resources that could be shared via a publicly open dropbox.

In September 2012 the project was launched as a wiki and is intended to be updated and edited by contributors.

The list of workflows is growing (they are listed in the ‘other documents sections of each of the 6 TERMS) and we hope to use them in the HIKE project in the same way as we are using the Acquisitions workflows – to understand the current processes and to highlight areas that could be improved or replaced by web scale management tools.

Feedback and edits for TERMS should be sent to

How will we measure success?

We have been asked to state what success will look like for our project and how we will measure this?

In our original plan we said that the project will be a success if the following measurable targets are achieved:

  • Data is successfully loaded and interoperability between systems is achieved
  • An evaluation of both KB+ and Intota are undertaken on behalf of UK HE
  • Recommendations on platform development are proposed and adopted as part of the
    future development plans for Intota, KB+ and commercial systems
  • Suitable workflows and efficiencies are highlighted in a toolkit

As you can see, we have a couple of significant risks there:

  1. We need KB+ to be ready in time – everything is on track here (Huddersfield is one of the 9 universities currently testing the system and we are loading live data into the system to see what we can break – so far so good :)). The first public version of KB+ is due to go live in September 2012
  2. We need Intota to deliver – again, all looks on track after a catch up earlier this week

Our biggest deliverable isthe recommendations and workflows and we’ll measure this in a number of reports to KB+, Serials Solutions and of course our final project blog, which will outline our recommendations and suggested workflows.

Finally, we have something else to measure – and this isn’t so easy. We want to look into the cultural change that will be required to implement such a system as Intota – to do this we plan to talk to the UK Serials Solutions User Group and other interested parties – we’ll then address this as part of the recommendations and workflows.

Library Systems Programme meeting

Last week we attended the Library Systems Programme meeting in Birmingham. It was a great opportunity to meet our fellow projects and it certianly looks like an exciting strand to be in over the next six months.

As the project blogs come online, we’ll be linking to them under theProjects heading on the right hand side of these papges.

Our sister project at Huddersfield – HOAP – will be watching the Anthologizr: On demand e-publishing from OA repositories very closely as the looks like it could fit well – more news soon on the HOAP Blog

The HIKE project plan

Aims and Objectives

The overall objectives of the HIKE project are twofold

  1. To investigate and evaluate the possibility of integrating data flows between KB+ and local knowledge bases at Huddersfield and the Serials Solutions knowledgebase behind Intota.
  2. The project will evaluate the suitability and potential of Intota as a replacement to the traditional LMS in the UK market, given its relationship to and integration with a knowledgebase and make recommendations for further enhancements to Serials Solutions.

Broadly this exploration will cover the following aims:

  • Huddersfield will work as a beta partner with Serials Solutions, to test the current beta version of the resource management and acquisitions modules of Intota
  • To evaluate the suitability of Intota as a viable replacement to the LMS at the University of Huddersfield
  • To evaluate the broader suitability of Intota to UK HE by consulting other UK Serials Solutions customers via the Serials Solutions User Group and to provide a case study and toolkit
  • To provide feedback and recommendations for future enhancements to Serials Solutions
  • To test the integration of KB+ with a commercial product and to recommend further development of KB+ to facilitate interoperability with other library and e-resource management systems.
  •  To provide guidance to vendors and institutions on the most effective way to integrate commercial products with KB+.
  •  To provide a case study of the implementation of KB+, including integrated licensing information and data input and exploitation
  • To look into the issues surrounding cultural change for staff working in this area
  • To investigate the issues surrounding the ownership, use and re-use of data through integration of systems and APIs
  • To develop a series of workflows based on the work already undertaken by KB+ and TERMS (Techniques for E-Resource Management)

Benefits to the wider community include:

  • A full evaluation of the suitability of Intota as a potential replacement of the LMS, based on the modules available during the project.
  • A n assessment of interoperability of KB+ with Serials Solutions
  • A comprehensive set of workflows for the community to use in order to fully move away from a print based structure of workflows

Overall approach

The project will build upon the work carried out by Huddersfield in both Phase I of the KB+ project, as an early adopter of Summon and the TERMS project, in order to carry out a full assessment of the compatibility of KB+ with Serials Solutions and an evaluation of the suitability and potential of Intota as a replacement to the traditional LMS in the UK market.

To varying extents, traditional library systems have remained monolithic and ‘locked down’ with, as best, limited functionality exposed via web service style APIs. APIs will allow data exchange to happen programmatically (as opposed to manually), in either a one time or recurring manner. Data exchange can include changes only or a full data set. A crucial factor in streamlining workflows and achieving efficiency improvements within the library will be strong interoperability with the other key systems of the institution, in particular the financial system and the student records system. The project will investigate the use of APIs to facilitate communication and data exchange between Intota and KB+ in order to access their suitability and potential for integration with the key systems at Huddersfield.

Project Outputs

The primary outputs will consist of:

  • Regular reports via a project blog, which will discuss wins and fails via a number of themed posts using appropriate tags.
  • An evaluation of Intota and its suitability to Huddersfield and other UK HE institutions
  • An evaluation of KB+ and the integration of UK contextual ERM data into Serials Solutions
  • A toolkit for other institutions to refer to, including new workflows

The project will work closely with KB+ (via the Community and Technical Advisory Boards), Serials Solutions (via the Serials Solutions Advisory Board) and the UK community (via the UK Serials Solutions User Group). The project will publish its findings via Open Access reports on the University Repository and appropriate conferences. The project will also engage with the synthesis and scoping project within the information and library infrastructure strand.

Project Outcomes

The overall goal of the project is to highlight efficiencies in worklows regarding resource management and acquisition and to provide a case study to assess the ability of Intota as a replacement to the LMS and to evaluate the success of KB+ as a means to provide reliable community driven data to Serials Solutions.

The project will be a success if the following measurable targets are achieved:

  • Data is successfully loaded and interoperability between systems is achieved
  • An evaluation of both KB+ and Intota are undertaken on behalf of UK HE
  • Recommendations on platform development are proposed and adopted as part of the future development plans for Intota, KB+ and commercial systems
  • Suitable workflows and efficiencies are highlighted in a toolkit

Project team

See our project team pages.

Timeline and Workpackages

See our Project documentation pages for a full breakdown of our work packages and milestones.
Risk analysis

Intellectual Property Rights

Software will be owned and retained by Serials Solutions. All other IPR generated in the course of the project will be owned by the University of Huddersfield and JISC Collections, under terms to be negotiated between the partners. The partners are committed, nevertheless, to full public disclosure and dissemination of the results of the project within the sector. Outputs from the project will be made available via Open Access/Open Source.



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  2. Chad, K. (2009) Disrupting libraries. In 2009 Charleston Conference 2009 4-7 November, Charleston, South Carolina
  3. Little, J., (2012) Planning open source library system at Duke, Next generation catalogs for libraries blog, 28 January 2012.
  4. Pattern, D. (2010) Taking the Library to the Learner: Summon Implementation at the University of Huddersfield. In: Internet Librarian International 2010, 14-15 Oct 2010, London.
  5. Pattern, D. (2011) Summon at Huddersfield. In: 2011 ALA Annual Conference and Exhibition, 23-28 June 2011, New Orleans, LA.
  6. Pattern, D., Thoburn, J., Coates, A. and Stone, G. (2010) Summon 4HN. [Web page]
  7. Stone, G. (2010) Searching life, the universe and everything? The implementation of Summon at the University of Huddersfield. LIBER Quarterly, 20 (1). pp. 25-42.
  8. Stone, G. and Emery, J. (2011) Can we agree TERMS? Shaping Techniques for Electronic Resource Management as a model of best practice. D-Lib Magazine
  9. Thoburn, J., Coates, A. and Stone, G. (2012) Simplifying resource discovery and access in academic libraries: implementing and evaluating Summon at Huddersfield and Northumbria Universities. In: Planning and Implementing Resource Discovery Tools in Academic Libraries. IGI Global, Hershey, PA.