Tools for Managing Electronic Collections in the Scholarly Environment BJTU, Beijing, November 22, 2004 Tamar Sadeh

BJTU, Beijing, November 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

BJTU, Beijing, November 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

BJTU, Beijing, November 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:

BJTU, Beijing, November 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

BJTU, Beijing, November A&I e-print Full Text OPAC Digital Collection Citations Portal eTOC Context-Sensitive Reference Linking Services

BJTU, Beijing, November e-print Full Text A&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?

BJTU, Beijing, November The SFX Flow SFX SourceSFX MenuSFX Target

BJTU, Beijing, November 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

BJTU, Beijing, November 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, "Open Linking in the Scholarly Information Environment Using the OpenURL Framework." D-Lib Magazine. 7(3).

BJTU, Beijing, November 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

BJTU, Beijing, November 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

BJTU, Beijing, November Step 1: An OpenURL generated by the source and sent to the link server ?genre=article&atitle=The deterrence hypothesis and picking pockets at the pickpockets hanging&title=American Law and Economics &issn= &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, David Title: The deterrence hypothesis and picking pockets at the pickpockets hanging Journal: American Law and Economics ISSN: Date: 2002 Volume: 4 Issue: 2 Page: 295 Step 2: The link server (at sfx.mycollege.edu) extracts metadata from the OpenURL Author: Anderson, David Title: The deterrence hypothesis and picking pockets at the pickpockets hanging Journal: American Law and Economics ISSN: Date: 2002 Volume: 4 Issue: 2 Page: 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

BJTU, Beijing, November 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

BJTU, Beijing, November 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

BJTU, Beijing, November The SFX Local Knowledge Base Potential services Local collections Rules

BJTU, Beijing, November 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

BJTU, Beijing, November SFX is becoming a core component in a library’s infrastructure for the management of electronic resources

BJTU, Beijing, November MARCit! SFX Knowledge Base Citation Linker Journal Title List Library Catalogue Library Portal Unmediated DocDel requests Tool for VLE SFX Menu

BJTU, Beijing, November 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

BJTU, Beijing, November 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?

BJTU, Beijing, November BIB ADMIN AUTH Central Catalog New Challenges for Libraries

BJTU, Beijing, November 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 Libraries 26 Library Systems Seminar Rome, April 2002

BJTU, Beijing, November 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

BJTU, Beijing, November integrated searching = metasearching = cross database searching = parallel searching = broadcast searching = federated searching = … Query form ? Diverse information resources What is Metasearch?

BJTU, Beijing, November Query form ? Diverse information resources Universal Gateway

BJTU, Beijing, November Z39.50 Library of Congress Z39.50 Library of Congress HTTP PubMed HTTP PubMed Z39.50 MEDLINE Z39.50 MEDLINEKOBV ALEPH UEA Title: 1=Kryger, Meir AND 4=sleepWAU=Kryger, Meir AND WTI=sleep (%20sleep[TITL]%20)%20AND%20(%20 Kryger[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 PubMedKOBV ALEPH UEA

BJTU, Beijing, November 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

BJTU, Beijing, November Logon Process MetaLib Functions Information Resources Authentication System Third Party Application Integration of MetaLib (I) ILL

BJTU, Beijing, November X-Server MetaLib’s X-Server MetaLib serves as an engine Login User authentication Display resource categories Locate resources Search resources Display search status report Merge result sets Present search results Integration of MetaLib (II)

BJTU, Beijing, November 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

BJTU, Beijing, November 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.

BJTU, Beijing, November 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 Initiative Final report:

BJTU, Beijing, November 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.

BJTU, Beijing, November 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

BJTU, Beijing, November

BJTU, Beijing, November

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