Russell McDonald 21st September 2000

Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown of costs –Moneysaving options

SFX? Context-sensitive reference linking based on the OpenURL –Developed by Herbert Von de Sompel at the University of Ghent –Exclusive rights to SFX now held by Ex Libris Reference Linking

OpenURL? Open source protocol for the transportation of metadata from a source to a dynamic linking service (e.g. SFX) –Non-proprietary –Exclusive rights NOT held by Ex Libris Reference Linking

Why SFX and the OpenURL? Opportunities afforded by the interconnectedness of the web High user expectation for navigation Static vs dynamic linking Today’s linking constraints: –Vendor-specific solutions –Narrow focus (Full Text only) –Librarian has limited control over the types of links, and links resolution Reference Linking

SFX linking server A fully dynamic approach: no pre-computation on-the-fly decision making about relevance of services on-the-fly creation of service “links”

Metadata User Full text HoldingsDocument delivery Related resources lookup Cited author lookup S F X S e r v i c e s SFX: the context-sensitive services solution

The SFX Flow SourceTarget SFX Menu

OPACFTXT A&I OpenURL SFX: opening information resources server

Recent Developments

SFX Status-Test/Live Sites SFX ‘live’ at Ghent University, Belgium Beta test phase underway at: –Los Alamos National Laboratory Preparing for production –Harvard University Library –Vanderbilt University –California Institute of Technology Testing with Staff & Researchers –Indiana University Purdue University Indianapolis (IUPUI)

SFX Status-Information Providers Committed to OpenURL support EBSCO Committed, no announced date yet –Institute of Physics Available now –SilverPlatter Available now –ArXiv Available now

SFX Status-Information Providers Other OpenURL developments –OCLC Participating in SFX Beta Test –Ovid Available now –SLAC/SPIRES (Physics DB at Stanford) Available now –ProQuest/Bell+Howell Plan to implement by year’s end –NISO reviewing for acceptance as a standard

SFX Status: information sources SilverPlatter – ERL EBSCOhost OCLC – FirstSearch Ovid Online ISI – Web of Science Aleph 500 OPAC ArXiv

SFX Status: target services EBSCOhost OCLC – FirstSearch Ovid Online ISI – Web of Science + Journal citation reports SilverPlatter ERL Aleph 500 OPAC Other OPACs Various Union Catalogues

SFX Status: target services PubMed PubList Genome database Taxonomy database Primary publishers: –Springer –Academic Press –Highwire –….and many more

SFX Status: target services Web search engines – Google, Northern Light etc My Internet book stores Document Delivery & ILL services

DOI - CrossRef - SFX - OpenURL The DOI Prototype CNRI, CrossRef, Ex Libris, Ghent U, IDEAL

DOI - CrossRef - SFX - OpenURL A prototype to “OpenURL aware” the DOI environment to enable local resolution and delivery of context-sensitive linking services by an SFX server CNRI, CrossRef, Ex Libris, Ghent U, IDEAL

doi linkurl

OpenURL aware doi link urldoi metadata doi

SFX Business Issues What goes into the SFX software? Standard SW pricing models Implementation Services Contents Management

definition of potential services information about the local collection rules supporting a decision on the relevance of services SFX linking server

Web of Science arXiv APS/PROLA BIOSIS Medline SOURCES Medline Inspec Springer Web of Science OPAC TARGETS holdings abstract full_text cited_author SERVICES OBJECTS THRESHOLDS The SFX database

SFX Software Pricing Models Small Libraries $25K –Less than 10,000 affiliated users Medium Libraries $35K –10,000-20,000 affiliated users Large Libraries $45K –Over 20,000 affiliated users Additional libraries within a single “institution” 35% less standard price Maintenance 15% of SW costs Pricing valid for 2000

SFX Software Pricing Example Main Library with over 20,000 affiliated users –$45,000 Associated Law Library with less than 10,000 affiliated users –$25,000-$8,750 (35%)=$16,250 Associated Medical Library with less than 10,000 affiliated users –$25,000-$8,750 (35%)=$16,250 Total Software costs = $77,500 Addl. 25% Discount for 2000 Orders ($19,375) Discounted Software costs = $58,125 Pricing valid for 2000

SFX Implementation Services Installation and set up service –$1,200/day 2 days per instance Training –$1,200/day 1 day per library recommended Extended configurations/customizations –Per case basis Pricing valid for 2000

SFX Contents Management Creation and maintenance of “thresholds” for each SFX library No Charge for Contents Management in 2001 Optional after 2001 –Small - $3000 annual service –Medium - $4000 annual service –Large - $5000 annual service –Additional SFX Instances for a single institution 25% discount per instance Pricing valid for 2000

OpenURL: Just SFX it!!