Standardizing Serials: KBART & Project Transfer

Wednesday, 5/15/2019
  • 2:00 PM-3:00 PM (Eastern)
  • 1:00 PM-2:00 PM (Central)
  • 12:00 PM-1:00 PM (Mountain)
  • 11:00 AM-12:00 PM (Pacific)

This webinar was presented on May 15, 2019. Access the recording and materials now:

This is part 1 of the two-part series Standardizing Serials. View part 2, Standardizing Serials: COUNTER, SUSHI, SERU of this series.

The webinar will introduce common standards used by continuing resources librarians, with explanations and demonstrations by librarians who are standards experts. This session will emphasize standards that concern how librarians provide access to and keep track of electronic resources and continuing resources: KBART, Project Transfer, and OpenURL. Each standard will be described at a level for the non-expert, with a discussion of their background, purpose, and an overview of their basic components and function. Presenters will then demonstrate how these standards can be used in practice through case studies of how they were used in their own libraries and institutions.

Standardizing Serials is a two-part series that is meant for the librarian who is new to serials work or wishes for a refresher on the many standards that guide continuing resource licensing, discovery, and acquisitions. Attendees will learn the basics of KBART, Project Transfer, COUNTER, SUSHI, and  SERU from experts in the field. Beyond just explaining these standards, however, speakers Kristen Wilson, Athena Hoeppner and Kate Hill will demonstrate their own uses of these standards within their workflows. Through this, the series will help participants gain a better understanding of how they can actually begin to implement standards use in their own libraries.   

Learning Outcomes

At the end of this webinar, attendee will be able to:

  • Explain the uses of KBART, OpenURL and Project Transfer within the world of continuing resources and electronic resources
  • Identify areas within their own library in which they could implement or better use standards discussed
  • Locate and use resources to learn more about these standards and increase their own training and knowledge

Who Should Attend

Those new to electronic resources and continuing resources and those who have worked in the continuing resources space but want a refresher on the current state of standards.


Kristen Wilson began as a fellow at the North Carolina State Libraries, and eventually became the Assistant Head of Acquisitions and Discovery, overseeing the Continuing Resources Unit. In this position, she led many multi-library projects, including acting as the project lead for the IMLS funded knowledge base project the Global Open KnowledgeBase, and then guided its transition to Folio. She currently is a project manager at Index Data, the company helping build Folio, where she works with libraries to understand their needs and workflows and then translates those needs into better software. She is also heavily involved in professional organizations, including as the Vice-President/President Elect of NASIG.



A recording of this webinar is now available since the six-month date of the presentation has passed.

How to Register

No registration required.

Tech Requirements

Computer with Internet access (high-speed connection is best) and media player software. Headphones recommended.

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For questions about registration, contact ALA Registration by calling 1-800-545-2433 and press 5 or email

For all other questions or comments related to the webinars, contact Megan Dougherty, ALCTS Program Officer, Continuing Education at 1-800-545-2433, ext. 5038 or