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Tools for Managing Electronic Collections in the Scholarly Environment BJTU, Beijing, November 22, 2004 Tamar Sadeh

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Presentation on theme: "Tools for Managing Electronic Collections in the Scholarly Environment BJTU, Beijing, November 22, 2004 Tamar Sadeh"— Presentation transcript:

1 Tools for Managing Electronic Collections in the Scholarly Environment BJTU, Beijing, November 22, 2004 Tamar Sadeh Tamr.sadeh@exlibrisgroup.com

2 BJTU, Beijing, November 2004 2 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

3 BJTU, Beijing, November 2004 3 Tools for the Digital Library SFX: a link server, provides context-sensitive links within the library e-collections MetaLib: a library portal, provides a gateway to the library e-resources, metasearching, and personalized services Both originate from an academic research: SFX: Herbert Van de Sompel, Ghent University, Belgium MetaLib: ZIB institution at the KOBV consortium in Berlin and Brandenburg, Germany

4 BJTU, Beijing, November 2004 4 Current Status (November, 2004) 680 customers in 33 countries 61% licensed both MetaLib and SFX 68% consortium members, in 44 consortia 54% non-ALEPH customers Active user group, SMUG: www.smugnet.org

5 BJTU, Beijing, November 2004 5 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

6 BJTU, Beijing, November 2004 6 A&I e-print Full Text OPAC Digital Collection Citations Portal eTOC Context-Sensitive Reference Linking Services

7 BJTU, Beijing, November 2004 7 e-print Full Text A&I Citations Web Limitations of previous linking solutions Information providers control the links Links are dependent on vendor agreements Links are not sensitive to user’s context (the “appropriate copy” problem) High maintenance of proprietary solutions Expensive collection not used optimally Focus on full text links only Why OpenURL?

8 BJTU, Beijing, November 2004 8 The SFX Flow SFX SourceSFX MenuSFX Target

9 BJTU, Beijing, November 2004 9 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

10 BJTU, Beijing, November 2004 10 The OpenURL Framework No hardwired links, but rather: Institutional link server: new component in the link process OpenURL: specification for interoperability between information resources and link servers Van de Sompel, Herbert and Oren Beit-Arie. July, 2001. "Open Linking in the Scholarly Information Environment Using the OpenURL Framework." D-Lib Magazine. 7(3).

11 BJTU, Beijing, November 2004 11 The Role of the Linking Server Source T a r g e t s OpenURL Linking Server Context A p p r o p r i a t e T a r g e t s

12 BJTU, Beijing, November 2004 12 OpenURL version 0.1 is the de facto industry standard OpenURL 1.0 — NISO Z39.88 Enables the transfer of metadata from an information resource (SFX source) to a linking server (SFX server) Must be implemented by the source in order to comply with the OpenURL framework OpenURL

13 BJTU, Beijing, November 2004 13 Step 1: An OpenURL generated by the source and sent to the link server http://sfx.mycollege.edu ?genre=article&atitle=The deterrence hypothesis and picking pockets at the pickpockets hanging&title=American Law and Economics &issn=1465-7252&date=2002 &volume=4&issue=2&spage=295&aulast=Anderson&aufirst=David Step 2: The link server (at sfx.mycollege.edu) extracts metadata from the OpenURL Author: Anderson, David Title: The deterrence hypothesis and picking pockets at the pickpockets hanging Journal: American Law and Economics ISSN: 1465-7252 Date: 2002 Volume: 4 Issue: 2 Page: 295 Step 2: The link server (at sfx.mycollege.edu) extracts metadata from the OpenURL Author: Anderson, David Title: The deterrence hypothesis and picking pockets at the pickpockets hanging Journal: American Law and Economics ISSN: 1465-7252 Date: 2002 Volume: 4 Issue: 2 Page: 295 Step 3: The link server matches data elements against the link server's knowledge base, determines the appropriate services, computes the links, and displays the menu

14 BJTU, Beijing, November 2004 14 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

15 BJTU, Beijing, November 2004 15 The SFX Global Knowledge Base Coverage: over 440,000 journal titles of which 26,00 are unique e-journal titles; over 330,000 individual e-journal portfolios; over 146,000 e-books; 469 targets Rules: predefined rules (thresholds) and localized rules for fine-tuning Tools: Web-based tools for management Updates: central KnowledgeBase Maintained by Ex Libris; automated updates

16 BJTU, Beijing, November 2004 16 The SFX Local Knowledge Base Potential services Local collections Rules

17 BJTU, Beijing, November 2004 17 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

18 BJTU, Beijing, November 2004 18 SFX is becoming a core component in a library’s infrastructure for the management of electronic resources

19 BJTU, Beijing, November 2004 19 MARCit! SFX Knowledge Base Citation Linker Journal Title List Library Catalogue Library Portal Unmediated DocDel requests Tool for VLE SFX Menu

20 BJTU, Beijing, November 2004 20 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

21 BJTU, Beijing, November 2004 21 New Challenges for Users Where do I look for information? How do I get access to licensed resources? How do I make a query? How do I get accurate results? How do I compare lists of results? How do I navigate to related resources? How do I obtain the actual materials? How do I maintain my environment and manage my findings?

22 BJTU, Beijing, November 2004 22 BIB ADMIN AUTH Central Catalog New Challenges for Libraries

23 BJTU, Beijing, November 2004 23 A library portal is an application which allows one-stop-shop access, and searching via a unified interface, to/in organized heterogeneous resources, and enables services to a predefined community. Portals: Is there a role for libraries? European Library Automation Group Semantic Web and Libraries 26 Library Systems Seminar Rome, 17-19 April 2002

24 BJTU, Beijing, November 2004 24 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

25 BJTU, Beijing, November 2004 25 integrated searching = metasearching = cross database searching = parallel searching = broadcast searching = federated searching = … Query form ? Diverse information resources What is Metasearch?

26 BJTU, Beijing, November 2004 26 Query form ? Diverse information resources Universal Gateway

27 BJTU, Beijing, November 2004 27 Z39.50 Library of Congress Z39.50 Library of Congress HTTP PubMed HTTP PubMed Z39.50 MEDLINE Z39.50 MEDLINEKOBV ALEPH UEA Title: 1=Kryger, Meir AND 4=sleepWAU=Kryger, Meir AND WTI=sleep (%20sleep[TITL]%20)%20AND%20(%20 Kryger[AUTH]%20Meir[AUTH]%20) Author: 1003=Kryger-M? AND 4=sleepWAU=Kryger, Meir AND WTI=sleep sleep Kryger, Meir Z39.50 Library of Congress Z39.50 Library of Congress Z39.50 MEDLINE Z39.50 MEDLINE HTTP PubMed HTTP PubMedKOBV ALEPH UEA

28 BJTU, Beijing, November 2004 28 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

29 BJTU, Beijing, November 2004 29 Logon Process MetaLib Functions Information Resources Authentication System Third Party Application Integration of MetaLib (I) ILL

30 BJTU, Beijing, November 2004 30 X-Server MetaLib’s X-Server MetaLib serves as an engine Login User authentication Display resource categories Locate resources Search resources Display search status report Merge result sets Present search results Integration of MetaLib (II)

31 BJTU, Beijing, November 2004 31 Agenda Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment Verde, the e-resource management system from Ex Libris

32 BJTU, Beijing, November 2004 32 SFX and MetaLib deal with electronic resources for the sake of linking and searching. A new product from Ex Libris, Verde, an electronic resource management system, complements the business aspects and enables collection management decision-making.

33 BJTU, Beijing, November 2004 33 What is an e-resource management system? “A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-resources in accordance with their business and license terms.” Ivy Anderson (Harvard University Library) and Ellen Duranceau (MIT Libraries) DLF Electronic Resource Management Initiative Final report: http://www.diglib.org/pubs/dlfermi0408/

34 BJTU, Beijing, November 2004 34 Verde A staff tool to manage electronic collections through the entire resource lifecycle Standalone, integrated, and interoperable with other applications: Library systems’ acquisitions and OPAC; A-Z lists; Linking servers; Metasearch systems; And more.

35 BJTU, Beijing, November 2004 35 Verde for collection development Global e-resource marketplace Library’s e-resource collection Library’s expenditure Global knowledge base Local database Cost and usage entities

36 BJTU, Beijing, November 2004 36

37 BJTU, Beijing, November 2004 37

38 Thank You www.exlibrisgroup.com Tamar.sadeh@exlibrisgroup.com

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