1. A SSOCIATION OF R ESEARCH L IBRARIES Scholars Portal Project Update Portals in Libraries: A Symposium LITA Preconference June 25, 2004 Mary E. Jackson Association of Research Libraries Sarah C. Michalak University of Utah

2. A SSOCIATION OF R ESEARCH L IBRARIES Scholars Portal Project Overview of Presentation Background and goals of project Current status Implementation benchmarks Project third year development goals Some examples

3. A SSOCIATION OF R ESEARCH L IBRARIES Background 1999: ARL/OCLC Strategic Issues Forum 2000: ARL Scholars Portal Working Group 2002: Jerry Campbell White Paper May 2002: Project With Fretwell Downing Announced

4. A SSOCIATION OF R ESEARCH L IBRARIES The Scholars Portal Project 3 year collaborative effort (2002-2005) –Implement and test existing Fretwell-Downing products ZPORTAL, Z2Web, Z’MBOL, OL2, authentication –Reach consensus on additional needed functionality –FD contributing development resources –Test final products against SP vision and user responses –Explore modes of collaboration in complex environments

5. A SSOCIATION OF R ESEARCH L IBRARIES Scholars Portal Project Initially –cross-domain searching –aggregation and integration of search results Later stages –linkage to online learning environments, digital reference services, course management

6. A SSOCIATION OF R ESEARCH L IBRARIES Users will be able to: Discover – Scholars Portal discovery tool Capture – Harvesting and delivery tools Manipulate – Text-processing and citation-management tools Distribute – Contribution and publication tools Consult – Access to virtual reference services and electronic scholarly communities

7. A SSOCIATION OF R ESEARCH L IBRARIES Current Status All sites have functional implementations: Campus-wide releases –Arizona State University –Iowa State University –University of Arizona –University of Utah Limited Releases –Dartmouth College –University of California, San Diego –University of Southern California

8. A SSOCIATION OF R ESEARCH L IBRARIES First Implementation Benchmark Version 2.1 –ZPortal software loaded for cross domain searching –Participants learned how to select and configure Web targets –Organizational structure and communication channels for collaboration defined and refined (politics are hard) –Additional development areas adopted

9. A SSOCIATION OF R ESEARCH L IBRARIES Organization Project Management –Project Management Group – IT leaders from each institution with two co-chairs: Krisellen Maloney, University of Arizona, co-chair Fred Gulden, Iowa State University, co-chair –Meets bi-weekly by conference call Project Direction –Project Managers Group, members of Deans/Directors Group, Fretwell Downing Leadership, ARL liaison. –Meet semi-annually. –Next meeting August 17.

10. A SSOCIATION OF R ESEARCH L IBRARIES Demonstration Areas Individual implementers adopted additional goals –Dartmouth adopted PKI instead of the vendor-provided LDAP for authentication –USC adopted Shibboleth-compatible authentication protocols –UCSD and others are exploring integration of an external URL resolver

11. A SSOCIATION OF R ESEARCH L IBRARIES Second Benchmark Version 3.0 – two years after first implementations –Provides foundation for the development phase –Delivered IP authentication capability –Participants now better understand operating and interface aspects of meta-searching –Now have critical mass of key Web targets –Vendor learning how to do serial implementations

12. A SSOCIATION OF R ESEARCH L IBRARIES Third Year Development Goals Versions 4.0 and 5.0 Integration with courseware –Portlets capable of addition to any Web or courseware page –Permits searching of an existing Scholars Portal profile.

13. A SSOCIATION OF R ESEARCH L IBRARIES Third Year Development Goals Intelligent search with increased support for standard targets. –Ability to move between the native search screen and Scholars Portal. –Bridge between OAI compliant resources and Scholars Portal.

14. A SSOCIATION OF R ESEARCH L IBRARIES Third Year Development Goals Result sets management –Sorting based on date and availability of full- text –More unified presentation of OpenURL results and holdings within the bibliographic record –Integration of OpenURL resolver with ILL and document delivery.

15. A SSOCIATION OF R ESEARCH L IBRARIES Education and Innovation Implementers have identified some of the benefits of this collaborative model –Rich communication among the implementers regarding technical issues and skills advancement –A test bed environment in which the IT staffs have a unique opportunity to work with other research library IT departments –Opportunity to experiment with meta-searching technology

16. A SSOCIATION OF R ESEARCH L IBRARIES

25. For Additional Information Scholars Portal Project http://www.arl.org/access/scholarsportal/ The Current Status of Portal Applications in ARL Libraries: ARL Portal Applications Working Group Final Report http://www.arl.org/access/portal/ PAWGfinalrpt.pdf

26. A SSOCIATION OF R ESEARCH L IBRARIES Any Questions? Sarah Michalak sarah.michalak@library.utah.edu Mary E. Jackson mary@arl.org