Steve McCrackenPeter McCracken, MLSSerials Solutions, Inc.

The most comprehensive e-journal access solutions!

Chris Pierard Director of Sales, Serials Solutions

Serials Solutions

Comprehensive solutions for accessing & managing a library’s entire collection of

full-text, electronic serials

Includes content available in aggregated databases, publishers and subscriptions agents

E-Journal A.M.S.

Enable efficient access and management of your e-journal collection

Patron-centric• E-Journal Portal• A-to-Z title list in multiple formats• Journal Linker• Title Searching• Subject Browsing• Ulrichsweb.com bi-directional linking

Librarian-centric • Overlap Analysis• Library Data

Customization• Usage Statistics

Customized E-journal Portal

Hosted by Serials Solutions

Library-specific branding & links

Title searching

Title browsing

Subject browsing

Direct database access

Title searching

• Easy for patrons to use

• No maintenance for librarians

Search by:

A-to-Z Title Lists

• Available hosted on our servers (through the E-Journal Portal)

• Also delivered as stand-alone HTML files, print and/or data reports

• Includes:• Journal titles• Coverage dates• Provider and database • URLs that typically link

directly to the journal

A Serials Solutions title list provides you and your patrons a single, comprehensive and accurate list of all the electronic serials available at your library.

Subject Browsing

Find and access e-journals by subject• Patrons “browse” in

categories and sub-categories

• Integrated in E-Journal Portal & HTML reports

• Copy the search form and paste it anywhere!

• Hosted by Serials Solutions

Journal Linker: a journal level link resolver

• Link from an abstract, index or citation to the full-text of the journal, anywhere in your collection.

• Links from within the referring database -- the primary benefit of OpenURL resolvers

• Most affordable link resolver

• Different from Article Linker

Usage Stats

• See, in one easy-to-use place, what is being accessed by patrons

• Evaluate based upon institutional level access path

• Benchmarking to evaluate effectiveness of e-serial databases based upon usage across peer group libraries

E-Journal Management – Overlap Analysis

Too much duplication?

A powerful new acquisition tool• Identify the amount of overlap in each database in your collection• Evaluate possible changes to your collection• Get the most out of your resources budget• Increase unique title counts• Reduce duplication

Overlap Analysis

Note how few unique titles are in this database – is it

worth its cost?

Detailed information about each database in your collection.Also shows how databases compare to each other.

Library Workflow

Quick Set–up Simple Ongoing Maintenance1. Specify your e-journal

collectionEasy to do with RFQ and Online Client Center

2. Customize your E-Journal Portal Choose custom resources and library specific branding. Product Support specialist will assist you through the entire process.

1. Indicate when you make changes to your collectionEasy to do with Client Center and assistance of Product Support Representatives.

Data Management

• Critical for delivering accurate answers:– Accurate links in A-to-Z title list– Reliable results from OpenURL link

resolver– Accurate data in OPAC– Accurate data for management tools

• Three types of data:– Holdings data (Knowledgebase)– Library specific data (Customization)– Bibliographic data (Cataloging)

Managing the sheer magnitude of data is of critical importance

Ask Yourself: Would you buy a phone book full of wrong numbers?

Ask Yourself: Would you buy a phone book full of wrong numbers?

Holdings Data

Serials Solutions delivers the most comprehensive knowledgebase available

• Track virtually every full-text English language database. (plus some Latin based, non-English language content)

• All content provider meta-data updated at least once a month

• Direct relationships with aggregators and publishers

Library Data Customization

Client Center allows you the most flexibility in customizing your data

Examples include:• Customize URL’s for specific journals or

databases• Add customized proxy server URLs • Customize holding dates for specific journals or

databases• Customize database names• View holdings information before adding a

database to your profileChanges are easy to implement in Client Center.

Data Acquisition and Management

Processes:• Collect data

Over 800 databases; 348,000 title/ISSN combinations; 1 million MARC records

• Normalize related data points Connect title/ISSN combinations with specific MARC records

• Manage, maintain, and standardize data Standardize date formats, etc.

Systems Overview:• Direct relationships with publishers, aggregators, & 3rd party

cataloging vendors• Multiple proprietary, in-house, management tool sets (java,

XML)• Unique database with true work-level journal identifiers

Article Linker: more features

• Provides links directly to ALL of your content providers

• Includes your local holdings

• Integrates with our A-to-Z title list and full MARC records

Resolves OpenURLs to deliver the easiest path to content, anywhere in your collection.

Enables rapid search and find for known items, including individual articles

• Links directly to the article, when available

• Highly customizable results page

• Accepts OpenURLs from a variety of sources

• 1-click to Article

• Results hierarchy

• Easy to install and maintain

Article Linker

• One linking platform connects multiple resources

• Less administration and maintenance for library• NISO standard creates greater stability• Fewer broken links

OpenURL link resolvers enables you to interlink your many disparate resources

Patron Experience Using Article Linker

Patron is in an A&I database and finds an article that she wants to read, but the full-text is not available.

Patron clicks on “Search for full text” or “Article Linker.”

Patron Experience – Results Page

Patron is taken to results page, where they can quickly and easily see all of their options for accessing the full text of their desired article.

Patron selects a link to an article in a database.

Patron Experience – Linking to Full-Text Article

Patron is taken to the article of their choice, in the database of their choice.

Article Linker Results page

Text, branding, & extended

resources are completely

customizable.

Sample Customization

Setting a Hierarchy for Content Providers

You can decide the order in which each database appears on the Article Linker results screen.

Choose the database,

then decide the order.

1-Click to Article

Allows patrons to link from a Source…

1-Click to Article

direct to the article within the highest ranked content provider, whenever available.

1-Click to Article

Administrative interface makes it easy to turn on and off.

Article Linker Software

An intuitive, easy-to-use interfaceLibrary branded page Search results

confirmedFull-text linking

options

Customization of Linking Choices• Libraries have the ability to:• Order content provider links• De-dupe by provider• 1-Click navigation

– Either with or without a helper window

Article Linker never presents patrons with a “Dead End”

Additional options include:• ILL• Document delivery• Union catalog• Local catalog• Web search engines• Library customized

Integrate with your other access services:

• A-to-Z title list for non-linked resources and browsing by novice users

• Consistent data in ILS via Full MARC Records service • Discovery searching via Central Search• One profile powers multiple services – delivers

integration for librarians and patrons.

Library Workflow

Set–up Ongoing Maintenance1. Specify your e-serial

collectionEasy to do with RFQ and Online Client Center

2. Customize your Article Linker results page

Choose library specific branding, custom resources and linking choices

3. Activate OpenURL links in referring sourcesSerials Solutions support staff will assist you with this.

1. Indicate changes you have made to your collectionEasy to do with Client Center

Serials Solutions’ Workflow

1. Host server: no need for library to purchase and maintain server

2. Host software: no need for library to install software and maintain updates and enhancements over time

3. Maintain entire underlying knowledgebase

4. Keep constantly changing linking syntaxes up to date.

5. Monitor and integrate new sources and targets

6. Provide support and advice throughout the entire process

7. Continually enhance products, consistently adding features and functionality

Full MARC Records

Full MARC Records Service – Why??• Almost impossible to maintain all e-serials in

catalog• Search for serials in OPAC delivers unreliable answer +/- 80% of the time

• OPAC no longer displays entire collection

• Under-use of library’s full-text electronic resources

The importance of electronic journals

Institutiontype

Avg number of print

journals**

Avg number of electronic journals***

E-journals as percent of all

journals

Associate* (n=60)

874 5,617 86.5%

Baccalaureate* (n=60)

1,372 6,841 83.3%

Masters*(n=60)

3,178 7,910 71.3%

Doctoral*(n=30)

15,046 9,836 39.5%

Large publics (n=25)

3,529 6,362 64.3%

* per Carnegie Classification, 2000** greater of 1998 IPEDS or 2002 American Library Directory*** Serials Solutions data, September 2003

Full MARC Records Service

Enables librarians to include electronic journals in their OPAC

• Best bibliographic data

• Best holdings data

• 100% coverage

• Virtually unlimited customization

• In use with all major OPACs

• Only widely installed solution

• Dramatically reduce workload

Detailed Record Options

CONSER Records• 900,000+ holdings in Serials Solution’s

database• Best available Bibliographic source• Updated weekly

Non-CONSER Records• Fills in gaps in CONSER coverage• Records from third party sources, including

Gale, Ulrichs and others. • Accurate overlay when a CONSER record

becomes available

Brief Records Options

• Serials Solutions creates brief MARC records for titles when there is not a CONSER or other record available

• Information includes: title, ISSN (if available), holdings dates, URL and provider name.

• You can customize the 655 Field to read “Electronic Resource”.

Brief MARC records deliver 100% journal coverage

Almost unlimited customizations to records

• Delete fields (010s, 042s, 510s, 530s, 533s, 852s, 853s, 863s; pseudo LC Call numbers; others)

• Edit fixed fields (006s, 007s, 008s)• Add fields (440s, 655s, 710s, 949s; others)• Customize fields (506s, 516s, 530s; others)• Customize call numbers• Add 856s that link to Article Linker• Include proxy servers prefixes, library-specific

URLs

Nearly unlimited options, including:

Reduce workload on library

• Serials Solutions delivers easiest and most efficient method for including all electronic serials in the library catalog

• All holdings management and cataloging done by Serials solutions

• New subscribers can be up and running in under two weeks (depends on library decision making time)

Reduce library workload

Full MARC records: Library workflow

Set–up Initial Load

1. Specify thee-serial collectionEasy to do with RFQ and online Client Center

2. Customize the MARC recordsChoose default edits, or make your own customizations

3. Choose a scheduleMost choose every month; some choose every other month

1. Load new records for their entire collection

Ongoing Maintenance1. Load updated records

Full MARC records: Serials Solutions’ workflow

1. Collect and maintain e-serial holdings data for their databases

2. Collect and maintain bibliographic data from Library of Congress and other sources

3. Normalize e-serial holdings data and associate with authority records

4. Create customized record template for library

5. Create initial set of records and ship to library

6. Identify changes that have occurred since previous shipment of records; edit/create new records to reflect changes; ship new records

7. Provide support and advice throughout entire process

Most Widely Installed Solution . . .

Serials Solutions MARC records are in use with:

• Innovative Interfaces• Endeavor• SIRSI• DRA• Ex Libris• Dynix• VTLS• others

The Serials Solutions, Solution

A Feature-Rich Federated Search Solution

• Allows patrons to search disparate digital resources from a single, easy to use interface

• Dramatically reduces the time required to search multiple resources

• Introduces your patrons to the richness of your collection

The Challenges

Challenges to Librarians & Patrons

• Patrons are looking for answers. They want to perform a search once, not multiple times in a variety of disparate databases.

• Librarians and patrons are looking for a federated search solution that enables simultaneous searching of electronic resources.

• Librarians expect a complete solution to be easily installed, customizable, and deliver robust features and connections.

User Interface

• Simple and clean interface

• Search some, or all databases

• Library specific branding

• Ability to create custom categories (coming soon)

• Advanced Search options

Search Results

• Sort by date, title, author, or source

• Export records for printing/saving

• De-duplication of records (Title, Vol, issue, year, and ISSN)

Exporting Results

• Select individual or all records to export

• Export to HTML or plain text

• Send selected results to local printer

• Save results to disk in HTML for later use

• Ability to export bibliographic/citation management software (available Q2, ‘05)

Stable, Reliable Connection . . .

The reliability of a search result depends upon the ability to connect with the right information source.

Uses the most stable, robust connection available

Our Architecture supports:

• Z39.50 databases

• XML Gateways

• HTTP connections

• Proprietary databasesThrough the use of industry-leading WebFeatTM Translator technology, we will provide the best connections possible.

Features of Central Search

A Robust, Feature-Rich Solution

• Off-Site Hosting by Serials Solutions

• Powerful Search Interface

• WebFeat™ Translator Technology

• De-duplication of Records

• Flexible Results Sorting

• Dynamic Status Indicators

• Simple to Use Results Handling

• Customizable User Interface

• Usage Statistics

• Overlap Analysis

• Advanced Search Interface

• Extensive Authentication Support

• Easy, Rapid Deployment

• Robust Connection Management

• Seamless Integration with Article Linker

• Leverages Serials Solutions Knowledgebase

• Includes E-Journal Access & Management Suite

* Ability to Export to Citation Management Software (Q2

05)

Thank you!

Thank you for your time!