tamar sadeh tamr.sadeh@exlibrisgroup

Tools for Managing Electronic Collections in the Scholarly

Environment

BJTU, Beijing, November 22, 2004

Tamar [email protected]

2

BJTU, Beijing, November 2004

Agenda

Two of Ex Libris tools for the digital library: SFX and MetaLib

A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library

A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment

Verde, the e-resource management system from Ex Libris

3


Tools for the Digital Library

SFX: a link server, provides context-sensitive links within the library e-collections

MetaLib: a library portal, provides a gateway to the library e-resources, metasearching, and personalized services

Both originate from an academic research: SFX: Herbert Van de Sompel,

Ghent University, Belgium MetaLib: ZIB institution at the KOBV

consortium in Berlin and Brandenburg, Germany

4


Current Status (November, 2004)

680 customers in 33 countries 61% licensed both MetaLib and SFX 68% consortium members, in 44 consortia 54% non-ALEPH customers

Active user group, SMUG: www.smugnet.org

5


Agenda





6


A&I

e-print

Full Text

OPAC

Digital Collection

Citations

Portal

eTOC

Context-Sensitive Reference Linking Services

7


e-print

Full TextA&I

Citations

Web

Limitations of previous linking solutions Information providers control the links Links are dependent on vendor agreements Links are not sensitive to user’s context

(the “appropriate copy” problem) High maintenance of proprietary solutions Expensive collection not used optimally Focus on full text links only

Why OpenURL?

8


The SFX Flow

SFX Source SFX Menu SFX Target

9


Agenda





10


The OpenURL Framework

No hardwired links, but rather: Institutional link server: new component in the

link process OpenURL: specification for interoperability

between information resources and link servers

Van de Sompel, Herbert and Oren Beit-Arie. July, 2001. "Open Linking in the Scholarly Information Environment Using the OpenURL Framework." D-Lib Magazine. 7(3).

11


The Role of the Linking Server

Source

T a r g e t s

OpenURL

Linking Server

Context

A p p r o p r i a t e T a r g e t s

12


OpenURL version 0.1 is the de facto industry standard

OpenURL 1.0 — NISO Z39.88

Enables the transfer of metadata from an information resource (SFX source) to a linking server (SFX server)

Must be implemented by the source in order to comply with the OpenURL framework

OpenURL

13


Step 1: An OpenURL generated by the source and sent to the link server http://sfx.mycollege.edu?genre=article&atitle=The deterrence hypothesis and picking pockets at the pickpockets hanging&title=American Law and Economics&issn=1465-7252&date=2002&volume=4&issue=2&spage=295&aulast=Anderson&aufirst=David

Step 2: The link server (at sfx.mycollege.edu) extracts metadata from the OpenURL

Author: Anderson, DavidTitle: The deterrence hypothesis and picking pockets at the pickpockets

hanging Journal: American Law and EconomicsISSN: 1465-7252Date: 2002Volume: 4Issue: 2Page: 295

Step 2: The link server (at sfx.mycollege.edu) extracts metadata from the OpenURL

Author: Anderson, DavidTitle: The deterrence hypothesis and picking pockets at the pickpockets

hanging Journal: American Law and EconomicsISSN: 1465-7252Date: 2002Volume: 4Issue: 2Page: 295

Step 3: The link server matches data elements against the link server's knowledge base, determines the appropriate services, computes the links, and displays the menu

14


Agenda





15


The SFX Global Knowledge Base

Coverage: over 440,000 journal titles of which 26,00 are unique e-journal titles; over 330,000 individual e-journal portfolios; over 146,000 e-books; 469 targets

Rules: predefined rules (thresholds) and localized rules for fine-tuning

Tools: Web-based tools for management

Updates: central KnowledgeBase Maintained by Ex Libris; automated updates

16


The SFX Local Knowledge Base

Potential services

Local collections

Rules

17


Agenda





18


SFX is becoming a core component in a library’s infrastructure for the management of electronic

resources

19


MARCit!

SFX Knowledge Base

Citation Linker

Journal Title List

Library Catalogue

Library Portal

Unmediated DocDel requests

Tool for VLE

SFX Menu

20


Agenda





21


New Challenges for Users Where do I look for

information?

How do I get access to licensed resources?

How do I make a query?

How do I get accurate results?

How do I compare lists of results?

How do I navigate to related resources?

How do I obtain the actual materials?

How do I maintain my environment and manage my findings?

22


BIBADMIN

AUTH

Central Catalog

New Challenges for Libraries

23


A library portal is an application which allows one-stop-shop access,

and searching via a unified interface, to/in organized heterogeneous

resources, and enables services to a predefined community.

Portals: Is there a role for libraries?

European Library Automation Group

Semantic Web and Libraries26 Library Systems Seminar

Rome, 17-19 April 2002

24


Agenda





25


integrated searching = metasearching =

cross database searching = parallel searching =

broadcast searching = federated searching = …

Query form

?

Diverse information resources

What is Metasearch?

26


Query form

?

Diverse information resources

Universal Gateway

27


Z39.50

Library of Congress

Z39.50

Library of Congress

HTTP

PubMed

HTTP

PubMed

Z39.50

MEDLINE

Z39.50

MEDLINE KOBV

ALEPHALEPH

UEA

Title:

1=Kryger, Meir AND 4=sleep WAU=Kryger, Meir AND WTI=sleep(%20sleep[TITL]%20)%20AND%20(%20Kryger[AUTH]%20Meir[AUTH]%20)

Author:

1003=Kryger-M? AND 4=sleepWAU=Kryger, Meir AND WTI=sleep

sleep

Kryger, Meir

Z39.50

Library of Congress

Z39.50

Library of Congress

Z39.50

MEDLINE

Z39.50

MEDLINE

HTTP

PubMed

HTTP

PubMed KOBV

ALEPHALEPH

UEA

28


Agenda





29


Logon Process

MetaLib Functions

Information Resources

Authentication System

Third Party Application

Integration of MetaLib (I)

ILL

30


X-Server

MetaLib’s X-Server

MetaLib serves as an engine

LoginUser authenticationDisplay resource categoriesLocate resourcesSearch resources Display search status reportMerge result setsPresent search results

Integration of MetaLib (II)

31


Agenda





32


SFX and MetaLib deal with electronic resources for the sake of linking and

searching.

A new product from Ex Libris, Verde, an electronic resource management

system, complements the business aspects and enables collection management decision-making.

33


What is an e-resource management system?

“A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-resources in accordance with their business and license terms.” Ivy Anderson (Harvard University Library) and Ellen Duranceau (MIT Libraries)

DLF Electronic Resource Management InitiativeFinal report: http://www.diglib.org/pubs/dlfermi0408/

34


Verde

A staff tool to manage electronic collections through the entire resource lifecycle

Standalone, integrated, and interoperable with other applications: Library systems’ acquisitions and OPAC; A-Z lists; Linking servers; Metasearch systems; And more.

35


Verde for collection development

Global e-resource marketplace

Library’s e-resource collection

Library’s expenditure

Global knowledge base

Local database

Cost and usage entities

36


37


Thank You

[email protected]

tamar sadeh tamr.sadeh@exlibrisgroup

Documents

library environmentverde

library eresources

library ecollections

linking server sfx servermust

metaliba link server

links links

linking serversource

institutional link server