1. OCLC Online Computer Library Center A Global OpenURL Resolver Registry Phil Norman OCLC Dlsr4lib Workshop March 23 rd, 2006 Arlington VA

2. OCLC Online Computer Library Center Current landscape – closed Resolver Registries

3. OCLC Online Computer Library Center Landscape with Global OpenURL Resolver Registry OCLC Online Computer Library Center

4. Benefits of an OCLC Global OpenURL Resolver Registry  Libraries:  Reduced Administration – libraries register resolvers in one place for multiple discovery sources.  Wider access to libraries’ licensed e-content and other library materials.  Partners:  Eliminates need to create and maintain closed resolver registries. Can start with base of many resolvers.  Provides detailed information about resolver capabilities which can be used to provide more appropriate links.  Users:  Access to e-content and other library materials at point of need.  Improved linking experience based on Partners’ use of detailed resolver information. Fewer dead links.

5. OCLC Online Computer Library Center OCLC OpenURL Resolver Registry http://www.oclc.org/productworks/urlresolver.htm http://www.oclc.org/productworks/urlresolver.htm  Starts with base of 900+ unique Resolvers from multiple vendors registered in the OCLC FirstSearch service.  Publicly available input form to registry at http://worldcatlibraries.org/registry/ (requires OCLC LDAP user registration). http://worldcatlibraries.org/registry/  Gateway provides redirect and lookup capabilities to registered resolvers based on IP address recognition at http://worldcatlibraries.org/registry/gateway/ http://worldcatlibraries.org/registry/gateway/  XML schema provided to specify format of registry entries. http://worldcatlibraries.org/registry/resolver/Resolver.xsd http://worldcatlibraries.org/registry/resolver/Resolver.xsd  Gateway links are available from OCLC Open WorldCat.

6. OCLC Online Computer Library Center

7. Advanced settings for OpenURL 0.1

8. OCLC Online Computer Library Center Advanced settings for Z39.88 (OpenURL 1.0)

9. OCLC Online Computer Library Center OpenURL Resolver Gateway Service

10. OCLC Online Computer Library Center Gateway: Multiple Resolvers per IP address. http://worldcatlibraries.org/registry/gateway/?url_ver=Z39.88- 2004&url_ctx_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Actx&ctx_ver=Z39.88- 2004&ctx_enc=info%3Aofi%2Fenc%3AUTF8&rft_val_fmt=info:ofi/fmt:kev:mtx:journal& rft.genre=article&rft_id=info%3Adoi%2F10.1002/iir.126

11. OCLC Online Computer Library Center Gateway – one resolver associated with IP address http://worldcatlibraries.org/registry/gateway/?url_ver=Z39.88- 2004&url_ctx_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Actx&ctx_ver=Z39.88- 2004&ctx_enc=info%3Aofi%2Fenc%3AUTF- 8&rft_val_fmt=info:ofi/fmt:kev:mtx:journal&rft.genre=article&rft_id=info%3Adoi%2F10.1002/iir.126

12. OCLC Online Computer Library Center Gateway – no resolvers in registry matching IP and OpenURL contains ISSN, journal title, or ISBN. http://openwcdev2.dev.oclc.org:4080/registry/gateway/?url_ver=Z39.882004&rfr_id=i nfo:sid/oclc.org:registry&rft_val_fmt=info:ofi/fmt:kev:mtx:journal&rft.genre=journal&rf t.issn=09574484&sid=oclc.org:registry&title=nanotechnology&remoteAddr=128.153.100.11 http://openwcdev2.dev.oclc.org:4080/registry/gateway/?url_ver=Z39.882004&rfr_id=i nfo:sid/oclc.org:registry&rft_val_fmt=info:ofi/fmt:kev:mtx:journal&rft.genre=journal&rf t.issn=09574484&sid=oclc.org:registry&title=nanotechnology&remoteAddr=128.153.100.11

13. OCLC Online Computer Library Center Gateway Lookup http://worldcatlibraries.org/registry/lookup?IP=132.174.21.99 returns an XML instance which complies to the XML schema http://worldcatlibraries.org/registry/resolver/Resolver.xsd. http://worldcatlibraries.org/registry/lookup?IP=132.174.21.99 http://worldcatlibraries.org/registry/resolver/Resolver.xsd

14. OCLC Online Computer Library Center Roadmap at a glance  Activities during Alpha Phase:  Registry harvested and made searchable by Yale Medical Informatics (Dan Chudnov).  Links to gateway added in exported MARC records in OCLC E-Serials Pilot project.  Lookup feature used by OCLC Openly OpenURL Referrer Mozilla Firefox extension.  Product manager, Scott Shultz hired.  Will be announced very soon as a production service.  Planning Pilot release including registered partners  Partners must register with OCLC to use some services.  Varying levels of access depending on partner’s needs. Gateway redirection, gateway lookup, export of registry, statistics.  Planning to import resolvers from vendors to grow registry.  Business model for pilot and beyond  Basic level of free access unless partner is charging for service.  Any fees incurred are based on cost recovery model.  No cost for contributing. Fees may be waived for partners that significantly contribute to the registry.

15. OCLC Online Computer Library Center XML Schema  Provides a means to define the structure and semantics of the content of the OpenURL Resolver Registry.  Provides a way to validate Resolver registry XML files for importing into the registry and exporting out of the registry.  Allows for new namespaces, metadata formats, transports, encodings, and community profiles. Checks on the format of the namespace rather than the existence of the identifier. For example if a matches the pattern “info:ofi/fmt:.*” it is considered a valid metadata format.  When validating XML files OCLC will make assumptions as to what namespaces and metadata formats are supported when the sap1-2004 and sap2-2004 community profiles are specified.

16. OCLC Online Computer Library Center Attributes of Registries  What is a registry?  A registry is a collection of registry objects compiled to support the business of a given community.[1] A registry includes the services on top of the data – not just the data. OCLC has always been in the registries business - WorldCat itself is an example of a registry about information objects. Attributes that make a registry useful are:[1]  Comprehensiveness – A registry must include enough information to be actionable. For example, an institutional registry must include information about non-member libraries to make it applicable outside of OCLC.  Data Accuracy – The data in a registry must be accurate to be valuable. This means both the initial data entry, as well as maintenance over time.  Openly Accessible – A registry must be exposed to multiple uses in order for its full value to be leveraged.  Standards-based – Whenever possible a registry should be standards-based, both in its access as well as the data it contains.  Unambiguous Identifiers – A registry by itself has value, but a registry is more valuable if the items it contains can be easily intersected across other registries through standard unambiguous identifiers.  [1] Definition from ISO 2146 - Information and documentation - Registry Services for Libraries and Related Organizations [1]

17. OCLC Online Computer Library Center Types of Registries  People – Person identifiers, their affiliations, roles, transactions. This is a subset of the “Parties” category in ISO 2146.  Institutions – Institutional identifiers, groups, their relationships with each other, and mapping to other sources of institutional metadata. This is a subset of the “Parties” category in ISO 2146.  Services – Metadata about services: OpenURL, OPACs, Z39.50 targets, etc. This is equivalent to the “Services” category in ISO 2146.  Information Objects – Metadata about individual information objects, i.e. WorldCat. This is a subset of the “Collections” category in ISO 2146.  Collections – Groups of individual information objects, including metadata about the collection itself. This is a subset of the “Collections” category in ISO 2146.  Rights/Licenses – Registries of things that control access to content. This is an intersection of the “Parties” and “Collections” categories in ISO 2146.  Policies – Things that describe specific policies for library services, like ILL Policies. This is an intersection of the “Parties” and “Services” categories in ISO 2146.  Activities – Things occurring over time, transactions. This is equivalent to the “Activities” category in ISO 2146.

18. OCLC Online Computer Library Center Registry Architecture Web 2.0 concepts – Native to a Web of Data Tom Coates Yahoo  Look to add value to the Aggregate Web of data  Build for normal users, developers and machines  Start designing with data, not with pages  Identify your first order objects and make them addressable  Use readable, reliable and hackable URLs  Correlate with external identifier schemes  Build list views and batch manipulation interfaces  Create parallel data services using standards  Make your data as discoverable as possible

19. OCLC Online Computer Library Center Dan Chudnov’s Yale Center for Medical Informatics site allows searching the resolver registry. http://curtis.med.yale.edu/dchud/resolvable/more.cgi

20. OCLC Online Computer Library Center MARC Record export for e-serials piloting with 3 libraries OpenURL link to registry gateway in 856 field

21. OCLC Online Computer Library Center MARC Record export for e-serials piloting with 3 libraries OpenURL link to registry gateway in 856 field

22. OCLC Online Computer Library Center

27. Questions? We want to hear from you. Contact shultzs@oclc.org at OCLC with your questions and suggestions or if you are interested in being an OpenURL Resolver Registry Partner. Learn more at our Product works site: http://www.oclc.org/productworks/urlresolver.htmshultzs@oclc.org http://www.oclc.org/productworks/urlresolver.htm

28. OCLC Online Computer Library Center