VTLS VTLS Inc.Inc.

Codified Innovations: Data Standards and Their Useful

Applications

A Vendor’s PerspectiveBy

John EspleyVTLS Inc.

ALCTS SymposiumALCTS Symposium

January 14, 2005January 14, 2005

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OVERVIEW

• Functional Requirements for Bibliographic Records (FRBR)

• Electronic Resource Management Systems– VERIFY

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FRBR

• FRBR and Continuing Resources (CR)?

• Work, Expression, Manifestation

• CONSER Taskforces

• “Family” of Continuing Resources– Super FRBR Record

• Linking fields

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Super Work Example

• Atlantic Monthly– Five title changes (1857, 1932, 1971, 1981,

1993)– 11 bibliographic records in OCLC

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Each of the Each of the five basic five basic titles in the titles in the “family” of “family” of Atlantic Atlantic Monthly is a Monthly is a “sub-work” “sub-work” under the under the Super Work.Super Work.

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Each work Each work has a has a linking linking field such field such as as Continues Continues or …or …

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Continued Continued byby

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The The Expression Expression level record level record has fields in has fields in for for frequency.frequency.

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This the This the Manifestation Manifestation level record level record which has which has information information like the title like the title page, imprint, page, imprint, LCCN, and LCCN, and ISSN.ISSN.

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Another Another Manifestation. Manifestation. In this case In this case the microform the microform edition of the edition of the latest latest incarnation of incarnation of Atlantic Atlantic Monthly.Monthly.

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The fully expanded The fully expanded tree that shows all tree that shows all of the Works, of the Works, Expressions, and Expressions, and Manifestations. Manifestations. There are 11 There are 11 Manifestations Manifestations which match the 11 which match the 11 original OCLC original OCLC records.records.

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What happens when you search for Atlantic Monthly?What happens when you search for Atlantic Monthly?

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The result set The result set is a list of the is a list of the records: records: Works and Works and Manifestations Manifestations which have the which have the title Atlantic title Atlantic Monthly in Monthly in them. them. Selecting the Selecting the second entry, a second entry, a Manifestation, Manifestation, results in …results in …

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The tree The tree expanded to expanded to the selected the selected record.record.

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Notice that Notice that at some at some point point Atlantic Atlantic Monthly Monthly absorbed absorbed two other two other titles. If titles. If you click you click on the on the hyperlink hyperlink for for Putnam’s Putnam’s magazine magazine ……

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You get a You get a result set of result set of records that records that have the title have the title of Putnam’s of Putnam’s magazine in magazine in them.them.

If you select If you select the last entry the last entry on this screen on this screen ……

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You get a You get a FRBR tree FRBR tree that that displays the displays the “family” of “family” of records for records for Putnam’s Putnam’s magazine.magazine.

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Selecting any Selecting any of the Works of the Works displays the displays the information information about that about that Work and Work and expanding the expanding the entries will entries will display the display the Expressions Expressions and and ManifestationsManifestations

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If we had If we had clicked on clicked on the the hyperlink hyperlink for Galaxy for Galaxy (instead of (instead of Putnam’s) Putnam’s) ……

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Again, a Again, a result set result set since more since more than one than one record has the record has the title, Galaxy, title, Galaxy, in it. in it.

Selecting the Selecting the third record, third record, ……

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Results in a non-FRBR record since there is only one record for Results in a non-FRBR record since there is only one record for the title Galaxy. There is no “family” of records.the title Galaxy. There is no “family” of records.

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Questions/Concerns

• Linking fields

• IFLA Working Group on CR

• Need clearer, fuller definitions of WEM

• Need to look at MARC tag mappings

• Rules for Super Works

• Can FRBR work with CR?

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What is ERM?

Electronic Resource Management system

“Aggregator” databases of electronic journals

Ebsco, Gale, Proquest, Wilson, OCLC

EBSCOhost has over 1400 different e-journals

Many different plans all with different costs and license agreements

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ERM• An ERM should help a library manage

– Cost information– Payment information -- including

invoice/payment check numbers– Length of the agreement -- including starting

and ending dates– Modes of access supported and any

restrictions– Links to resources or metadata records– Copyright restrictions– Contracts and Licenses– The relationship between aggregators and

publishers– Registered IP addresses– Holdings information

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VERIFY

• VERIFY is based on DLF’s Electronic Resource Management Initiative Deliverables – http://www.library.cornell.edu/cts/elicensestudy/

dlfdeliverables/home.htm– “Problem Definition/Roadmap” is a good

overview– Report of the DLF Electronic Resource

Management Initiative Appendix E: Electronic Resources Management System Data Structure

– Over 400 data elements grouped into 25 Entities

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This diagram shows the hierarchic organization of the data. The records here show all the entities and their attributes – in that sense it is self documenting. Details of the title entity are shown here.

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The Acquisition entity and its attributes shown here.

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Under the AcquisitionsEntity sits the Access Information Entity. This screen shows the attributes of this entity.

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So far we used the system to document itself. This is a record in Verify showing the entities for an ERM record from EBSCOhost. Notice the hypertext link for organization.

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This is a display of the same record as shown in the last slide. It shows all the titles that are available from this Journal Service.The title of interest is Science Education. See the ERM links at the bottom of the screen. They link back to all suppliers of this title.

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The same information can be accessed by a title search.Search on Science Education

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We get a FRBR record for Science Education. Notice it is the same manifestation as before. If you Click on second ERMLink you navigate to …

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The ERM record.

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We are returning to the original Record and this time we will Click on the third link.

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This record shows that there is anothersubscription which also includes the journal ScienceEducation.

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Back to entities and their attributes – this display shows the Processing work flow entity. The record also has a trial entity shown in the next slide

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Here is the Trail Entity. The attributes show the begin and end date of the trial to be run for this subscription.

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Editor for ERMRecords

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Shows the ERM workforms that are available for record keeping.

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An empty workform

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The workforms allow users to add additional attributes (data elements) that are supported by the software but do not appear on the workform.

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Search choices in the Verify client

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Questions/Concerns

• DLF Specifications

• Record loading and updating

• Interoperability

• Live demo of VERIFY– Sunday, 10:30-12:30