1. New technologies in the libraries Stu Baker Library Management Systems stubaker@northwestern.edu Northwestern University Library

2. Overview  Problems being solved  SFX (Open URL Linking)  MetaLib (Federated Search)  EZproxy (Remote Access)  Next steps  Questions

3. The problems at hand  Growth of library’s electronic resources Approximately 32,000 electronic resources Electronic resources expenditures $3.2 million 38.0% of our total collection budget  Patrons need to find known items (SFX)  Discover appropriate resources (Metalib)  Seamless remote access (EZproxy)

4. What we were doing  NUcat - online library catalog NUcat  ER (Electronic Resources) database ER  Remote access Proxy Server Proxy CGI VPN Client

5. What we will be doing  NUcat - online library catalog NUcat  SFX - item level article access  MetaLib - federated search interface  EZproxy and VPN - remote access

6. What does SFX do? FirstSearch EBSCO OpenURL resolver

7. How does SFX do that?  Through OpenURL A standard means for identifying content  Provides a mechanism for encoding a citation for an information resource, typically a bibliographic resource, as a URI URL DOI

8. What can it link from and to?  OPAC (online public access catalog)  Abstract/index databases  Full-text databases  OpenURL-enabled resources Citations Table of contents Web forms Repositories

9. OpenURL resolver How does this work?  Redirection through a resolver  Resolver interprets data Digital Object Identifier (DOI) A URL encoded with metadata about the resource http://hopper.library.northwestern.edu/sfx?genre=article &issn=0100-0293&volume=32&issue=1&spage=55& epage=76&date=2003&aulast=Gergenplotz&aufirst=Joe  Locates appropriate copies  Displays choices Citation metadata

10. The schematic diagram Dynamically generates an appropriate target list Link source (citation) Source sends OpenURL info to local OpenURL resolver OpenURL resolver The OpenURL resolver analyzes the URL OpenURL resolver looks up holdings data in its internal database Target Open URL Target

11. Let’s take a look…

12. SFX Screen Logic  FindIt@NU will always display in active sources FindIt@NU  The service menu will always appear if FindIt@NU button is clicked FindIt@NU  Answers Online will always display  Downloading to RefWorks and EndNote will always appear as an option

13. Three screen types  When full text is available  When a print copy is available  When Interlibrary loan is the only option

14. But…  As nice as SFX is, it is just a stop on the destination to federated searching

15. OpenURL resolver I think that an abstract of that article on usability testing in Tonga was in Expanded Academic but there was no full text! I need to finish my research today! I wonder if I can get the full text somewhere? Link resolution Known database The world of electronic resources

16. Federated search answers a different type of question I can never remember where the best place is to find articles on usability I know, I’ll use that new metasearch product we just installed Merged results list EBSCO ProQuest FirstSearch Kluwer Federated search product

17. OpenURL resolution Federated search engine Where can I find information on that usability testing research in Tonga? If I could find those articles, my research would be complete! Link resolution Federated searching interface The world of electronic resources

18. EZproxy (remote access)  Vendor provided solution  Replacing Proxy Server and Proxy CGI  Using LDAP for identity management  Using “nuSchoolAffiliations” to determine appropriate access vs. IP address  SFX and MetaLib automatically route through EZproxy if needed.

19. Summary  SFX provides the article resolution engine  MetaLib provides the interface and engine for federated searching  EZproxy is replacing existing proxy servers Works with SFX and MetaLib to provide seamless off-campus access

20. Next Steps  SFX in production and is available through target resources  EZproxy is in production and is invoked when needed by applications.  MetaLib coming soon, links on library home page and ER sites  Enhanced versions of SFX/MetaLib by Winter quarter  ER phased out by next summer

21. Questions ? mailto: stubaker@northwestern.edustubaker@northwestern.edu mailto: refdept@northwestern.edurefdept@northwestern.edu mailto: ezproxy-help@northwestern.eduezproxy-help@northwestern.edu