1. Primary funding is provided by the JISC and ESRC. Based at Manchester Computing, The University of Manchester. 1 1 Getting Technical - Linking UKSG Serial Resource Management for 21 st Century Getting Technical - Linking Ross MacIntyre MIMAS University of Manchester

2. Getting Technical - Linking UKSG SRM 2 A mixed bag of jargon The basics of the web Linking –D.I.Y. –DOI –CrossRef –OpenURL Open Archives Initiative – ‘e-prints’ Usage statistics

3. Getting Technical - Linking UKSG SRM 3 How does the Web work? 3 simple protocols: Data Formats HTML (HyperText Markup Language) provides the data format for native documents Addressing URLs (Uniform Resource Locator) provides an addressing mechanism for web resources Transport HTTP (HyperText Transfer Protocol) defines transfer of resources between client and server Data Format HTML Addressing URL Transport HTTP (currently)

4. Getting Technical - Linking UKSG SRM 4 The Netsoft home page 1User clicks on link to the address (URL) http://www.netsoft.com/hello.html 2Browser converts link to HTTP command (METHOD): Connect to computer at www.netsoft.com GET /hello.html 3Remote computer sends file Welcome.. Welcome to Netsoft Welcome to Netsoft 4Local computer displays HTML file Web Browser Web server How does the Web work?

5. Getting Technical - Linking UKSG SRM 5 Linking – what’s required? User - ‘easy’ Library - accurate Publishers - secure Intermediary - standard

6. Getting Technical - Linking UKSG SRM 6 Linking Mechanisms URL-based include: explicit filename http://www.ariadne.ac.uk/issue24/intro.html derived filename, e.g. ISSN, SICI http://www.jstor.ac.uk/journals/10624783.html script, e.g. http://www.esajournals.org/esaonline/?request=get- abstract&issn=00129658&volume=077&issue=08&page=2302

7. Getting Technical - Linking UKSG SRM 7

8. Getting Technical - Linking UKSG SRM 8

9. Getting Technical - Linking UKSG SRM 9 Linking Mechanisms The Digital Object Identifier (DOI): is a unique “dumb number” assigned to an entity remains persistent for the life of the digital object is comprised of a prefix and a suffix separated by a forward slash One or more prefix per content producer The suffix can be any type of identifier The suffix can be assigned to entities of any size or granularity or any file type

10. Getting Technical - Linking UKSG SRM 10 Linking Mechanisms The DOI is analogous to the Universal Product Code (UPC) bar code But… the DOI is not equivalent to a Universal Resource Locator (URL) A URL points to the location (to an instance) of content. Whereas a DOI permanently names that CONTENT and facilitates retrieving multiple instances of it, or of other associated information

11. Getting Technical - Linking UKSG SRM 11 CrossRef/DOI resolution References Metadata DOI DOI link URL to Publisher DOI http://dx.doi.org/10.1093/toxsci/57.1.95

12. Getting Technical - Linking UKSG SRM 12 OpenURL Pat Harris, Executive Director of NISO: "One message we hear is that the new business model will be enabled by information technology with standards at the core. This is where NISO fits in. …over five hundred years ago Guttenberg fundamentally changed communication and learning. Today NISO's challenge is to create those standards that will enable the modern day Gothenburg Moment. Could it be the OpenURL?"

13. Getting Technical - Linking UKSG SRM 13 OpenURL format ::= Base URL ? Query Base-URL - Server address for the service component (eg SFX) Query - Elements of the metadata (or pointer to metadata) - Information supporting delivery of services http://sfx.aaa.edu/menu?genre=article&issn=1234-5678 &volume=12&issue=3&spage=1&epage=8&date=1998 &aulast=Smith&aufirst=Paul

14. Getting Technical - Linking UKSG SRM 14 “NOU” linking Link Source Link Destination Link. Resource Resolution of Links Provision of Links * NOU – non OpenURL Oren Beit-Arie, ExLibris

15. Getting Technical - Linking UKSG SRM 15 OpenURL linking Link Source OpenURL. Resource Service Component Resolver/Link Server Provision of Hooks Resolution into Links Context Sensitive Link Destination Link Link Destination Link Link Destination Link Link Destination Link Hook Appropriate Oren Beit-Arie, ExLibris

16. Getting Technical - Linking UKSG SRM 16 The SFX Flow – WoS record as link source

17. Getting Technical - Linking UKSG SRM 17 Use of SFX in ‘ac.uk’ Maximise use of (appropriate) e-resources 1.to increase use of (their) e-journals 2.provide links from bibliographic resources Help with e-journal management – please! All sources possible, targets limited to major ‘bundled’ deals – ‘slowly & accurately’ Launch ‘quickly but quietly’

18. Getting Technical - Linking UKSG SRM 18 The Open Archives Initiative 1999 Universal Preprint Service (UPS) Multi-disciplinary DL of technical reports, e-print servers, etc. Services provided on harvested metadata Data Providers / Service Providers Sharing versus searching OAI is only about metadata – not full text OAI is neutral about nature of metadata and the resources described

19. Getting Technical - Linking UKSG SRM 19 OAI Metadata Harvesting Framework Simple mechanism for sharing metadata records Records shared over the web (ie HTTP as XML) ‘Client’ can ask metadata server for –all records –all records modified in last ‘n’ days –info about sets, formats, etc. Specific application: self-archiving via e-print servers in/for all institutions

20. Getting Technical - Linking UKSG SRM 20 Consistent, Credible & Compatible Usage Statistics Code of Practice for: –Data elements to be measured –Definitions of these data elements –Output report formats/delivery/frequency/granularity –Methods for measurement and use AAP, ALPSP, ARL, ASA, EDItEUR, JISC, NCLIS, NISO, PA, STM, UKSG

21. Getting Technical - Linking UKSG SRM 21 SFX & OpenURL – http://www.sfxit.com/ DOI – http://www.doi.org CrossRef – http://ww.crossref.org/ OAI – http://www.openarchives.org/ e-prints – http://www.eprints.org/ COUNTER – http://www.projectCounter.org/ Thanks for listening email: ross.macintyre@man.ac.uk web: http://www.mimas.ac.uk/