1. freedom by design Company Presentation to ICOLC October 5, 2001 Matt Goldner Executive Vice President Fretwell-Downing, Inc.

2. freedom by design Agenda  Company overview and customers  Portal problem and solutions  FD Products for solution  Distribution, licensing and pricing

3. freedom by design Company Overview  US company of Fretwell-Downing Group  Incorporated June 2000 with 7 employees  Currently have 20 employees  With Fretwell-Downing Informatics, have 90 employees globally  Offices in Kansas City, Atlanta, Sheffield and Melbourne

4. freedom by design Recent customers include:  Southeastern New York Library Resource Council  Ohio Public Library Network  State Library of Colorado  Western New York Library Resource Council  Information Network for Ontario  Ontario Council of University Libraries  State Library of Wisconsin  Access PA  Others in final negotiation

5. freedom by design Our development philosophy:  Sustainable architecture  Standards based  Integrate new technologies to existing systems  Ease of accessibility  One entry point and interface  Consistent results and delivery presentation  Add value to existing resources, whether locally held, commercially supplied or in public domain

6. freedom by design Librarians … at a critical juncture  Challenge to prove libraries still offer best access to information by:  Properly categorizing information  Placing information in correct context for user  Delivering it at internet speeds  Requires accurate and dependable delivery  Librarians and Vendors cooperating

7. freedom by design Problem librarians face  Multiplying datasets to manage and present  Multiple user interfaces for search and retrieval  Increasingly complex user authentication/authorization  Incorporation of old and new media and delivery systems

8. freedom by design Change in view point  To date entry points have been data based, e.g., focused on the set of data to be retrieved  The new entry point needs to be task based, e.g., focused on the full range of information the user needs for the task at hand

9. freedom by design Researcher perspective

10. freedom by design Completing the links SciFinderCASPORTALOVID… Internal Libraries Full Text Dbs Doc Suppliers ILL… Locate and Request Service Open URL Open URL/ Proprietary Example of multiple search clients being resolved to multiple content services Other Search Clients Information Portal Other Search Clients

11. freedom by design Community Information Search Translation

12. freedom by design FD Product Solutions Z39.50 Web portal Z39.50 to HTTP gateway Meta-data indexing/Z39.50 server e-Document Rights Management Virtual Document eXchange OpenURL/Proprietary URL Citation to Document Linking Open Linking

13. freedom by design  Z39.50 Web client  Configurable user interface  Scalable  Distributed Authentication Services  Local user database  Remote via SIP, (NCIP), LDAP, Kerberos, or any local scheme

14. freedom by design  Is a Z39.50 Server  Converts Z39.50 search requests to correct urls for web search engines  As HTTP client, sends search to website  Converts response to Z39.50 present response

15. freedom by design  Indexes any structured meta-data or full text  Documents stay in native format  Z39.50 server/search engine  Dynamically converts documents to a client specified record syntax

16. freedom by design  Authorizes user access to documents  URL proxy server protects true document location  Tracks usage for copyright and statistics  Includes meta-data authoring and indexing tool

17. freedom by design  ISO ILL/IPIG Profile compliant request tracking and management  Fully interoperable with OCLC, RLIN, BLDSC, (DocLine), and other ILL systems  Directory service for potential lenders  e-Document delivery using GEDI  Seamless integration with ZPORTAL

18. freedom by design Open Linking  Accepts citations from ZPORTAL, VDX, or third party applications through OpenURL  Authenticates user access to documents  Transparently links to articles and e- objects in full text databases  Tracks usage for copyright and statistics

19. freedom by design Researcher’s point of view Researcher Library Catalog Internet Search Engines Intranet Search Engines Full Text Database Directory Services XML Meta-data Z39.50 http local or web ldap

20. freedom by design Completing the links SciFinderCASOVID… Internal Libraries Full Text Dbs Doc Suppliers … Open Linking Open URL Open URL/ Proprietary Example of multiple search clients being resolved to multiple content services Other Search Clients Information Portal Other Search Clients

21. freedom by design Result for customers  Keep current investment in place  Plug and Play tools allow configurations appropriate for local needs  Easily and seamlessly expose information to your users

22. freedom by design Distribution of software and licenses  Managed Services Model  Three year minimum contract  Internet access and all software management  May move software to local server at end of contract  Purchase  Mounted on local server  Determines level of Professional Service based on local skills available

23. freedom by design Enhancements and Upgrades  North American User Group has formed  Share procedures  Develop enhancement request process  Market place input  Annual focus group  RFP’s, etc.  Upgrades included in Annual Maintenace Contract

24. freedom by design Pricing  ZPORTAL on concurrent users  Student: 1/100 students  Citizens: 1/2500 citizens  No actual restriction controlling number of users  Sliding scale going down to $25/user  Includes Z2Web Software package

25. freedom by design Add-ons  Z2Web annual subscriptions/target  Z’mbol: based on number of records indexed  eDRM: Per institution fee  Open Linking: Per institution fee plus annual subscriptions/target  VDX: Concurrent user pricing

26. freedom by design Demo sites ZPORTAL with VDX: www.fdusa.com/demo www.fdusa.com/demo Login as gpublic/fdi ZPORTAL: www.z-portal.com/EmpireCatwww.z-portal.com/EmpireCat Simply register yourself