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Many content providers and knowledge base developers are already successfully exchanging metadata, and this report is not intended to detract from or interfere with such existing processes. However, it is evident that many others are unsure about how best to exchange metadata. Therefore, we propose entry-level guidelines and instructions to enable exchange of essential metadata.

Our recommendations are based on those methods and data fields that have proven to be effective or valuable in our combined experience. In many cases there are acceptable alternatives, but for clarity and simplicity we are distilling our experience into a single recommendation, where possible. Our recommendations also exclude information that is more appropriately classed as bibliographic data than holdings metadata, for example, language, alternate titles, content type, or relationship to other titles. Since this data is more static than holdings data and does not need to be exchanged on such a regular basis, it is outside of the scope of the KBART recommendations.