1. Localized Linking Prototype CNI April 10, 2001 Dale Flecker, Larry Lannom, Rick Luce, Bill Mischo, Ed Pentz

2. THE PROBLEM

3. Citation LINK MAGIC LINK Cited Article Citation WHAT WE ALL WANT TO ACCOMPLISH CLICK Any old system

4. Citation DOI Step 1 Step 2 DOI Resolver DOI URL Cited article Search response Repository URL Article Step 3 HOW DOI DOES THIS CLICK

5. BUT -- WHAT IF MORE THAN 1 COPY EXISTS? Elsevier journals, for example, are on-line at: –Elsevier ScienceDirect –OhioLink –University of Toronto –Los Alamos National Laboratory

6. WHICH URL? DOI Resolver DOI URL? Sciencedirect.com? Ohiolink.edu? Utoronto.ca? LANL.gov

7. A PROBLEM DOI today cannot resolve to more than 1 copy

8. ACM DOI (to Elsevier) Ohio State User ELSEVIER Cited article OhioLink A BAD THING…. (or: “$25, please”) CLICK ARTICLE Citation

9. THE APPROPRIATE COPY When more than 1 copy exists, specific populations frequently have the right to access specific copies –Some systems today can do this tailored linking (ISI, for instance) –But... it must be done by EVERY system from which links can come Can we expect every citation source to do this???

10. A WIDELY DISCUSSED PROBLEM…. Explored in a series of meeting hosted by DLF, CrossRef, IDF, SSP, NFAIS, NISO Agreement last year to a demonstration project based on an OpenURL architecture Participants include IDF, CNRI, CrosssRef, Ex Libris, University of Illinois, LANL, OhioLink, Ohio State –With observers from NISO, DLF, and a number of publishers

11. Contextualization: Current 10.1000/123 http://acme.com/pg1.html 10.1000/123 Handle System dx.doi.org acme.pub pg1.html Article with CrossRef Link Client XYZ University Local copy

12. Contextualization: First Experiment (Hardcoded CrossRef) 10.1000/123?cookie Redirect w/OpenURL to extended link server Handle System dx.doi.org Understands Service Cookies CrossRef Metadata? Metadata localCopy.html Article with CrossRef Link Client Ext. Link Server XYZ University

13. Contextualization: Second Experiment (MD Indirection) 10.1000/123?cookie Redirect w/OpenURL to extended link server Metadata location? Meta1.com XYZ University Client Article with CrossRef Link Ext. Link Server localCopy.html Metadata? Metadata Meta2.com Metadata Collection Service Handle System dx.doi.org Understands Service Cookies Meta1.com Metadata Collection Service Meta3.com Metadata Collection Service

14. OpenURL Terminology OpenURL framework - a concept and architecture for linking, enabling context- sensitive, or localized, resolution of links OpenURL - a syntax for transporting metadata and identifiers within URLs SFX - the first OpenURL-aware server capable of providing localized resolution

15. OpenURL Copy should come from location other than default link location Library uses different server location or has local repository  An OPEN protocol -- not proprietary  Used to create localization based on a user’s incoming URL  Recognized by CrossRef and the DOI handle system  A basic component of the SFX software

16. How OpenURL works Information is “pushed” into the URL to allow recognition that there is a service component (SFX, etc) with access parameters available A unique OpenURL is constructed for each metadata object (citation, etc.) OpenURL components: BASE-URL : service component address Content : elements of the metadata, in a public syntax

17. From OpenURL to SFX OpenURL will solve the appropriate copy problem Publisher article link will go to correct localized copy SFX uses OpenURL to present extended services beyond just the appropriate full text….

18. SFX - what is it? Service component software which provides context sensitive localized services Includes, but is not limited to, appropriate copy full text Each library activates and defines which services will be offered to their users Services are dynamically available based on locally defined parameters

19. SFX and OpenURL Article full text (many publishers) Document request/ILL Author search in all local databases Cited author search Cited paper search PubMed - genome search / abstract PubList information Local holdings (OPAC) Author email search Ask a librarian (email ref questions) Services determined by citation metadata / identifiers and by objects which exist in the SFX database OpenURL is used to refer back to the SFX database for localization LANL localized services

20. OpenURL aware References DOI Proxy Server DOI link DOI OpenURL Metadata DOI Handle Server DOI http://dx.doi.org/10.1093/toxsci/57.1.95 LANL LinkSeeker (Local Service) Appropriate Links OpenURL model for Alternative/Local resolution of CrossRef/DOI

21. CrossRef Link INSPEC Abstract AIP Article Add LANL extended services via SFX Basic Example

22. Los Alamos Experience - Issues Concept proven, put into production March 30 Setting cookies - user “shortcut” bookmarks which avoid the library path = no way to set the cookie –Publisher must do IP check Not many DOI’s yet LANL situation different due to large locally loaded collections on site –Much more useful for sites that don’t have local loading What about grey literature?

23. Illinois Local Link Server Local Testbed of AIP, APS, ASCE, IEE full-text journals from DLI-I and CNRI D-Lib Test Suite. Local copy identified from a DOI metadata registry (database). Implementation via Cookie-Pusher and.asp server-side scripting. Part of Local Link Server project that: –knows our local and licensed resources; –understands OpenURL syntax. Developing generic mechanism for understanding and describing local resources (XML Schema). Developing filter (XML syntax) to resolve OpenURL to local/licensed resource.

24. Cookie on client Client (Web Browser) DOI Proxy Illinois Local Link Server OpenURL Aware Local AIP, IEE CrossRef Metadata Database dx.doi.org/10.1063/1234 Handle Server AIP IEE Elsevier DOI Metadata Local Value Added Nosfx=y UIUC Metadata Registry OpenURL

26. Issues Library Issues –Identifying Users with Local Service Component (setting cookies)/IP Filtering? –What about non-DOI content? –What’s displayed to users? Network traffic/performance/scalability CrossRef Issues –Publisher opt-out/Control of linking –Policy - terms to supply metadata/trusted servers –What metadata? More than DOI Kernel