1. The OpenURL SFX Training Ex Libris (USA) Inc. The OpenURL SFX Training Ex Libris (USA) Inc.

2. The Flow of an SFX Request SOURCE OpenURLSFX Server + SFX Database TARGET TARGET URL created by SFX server.

3.  Where a user is coming from, beginning a search  Examples:  OPAC  A&I database  Online journal  E-print archives (OAi)  Electronic Theses and Dissertations (ETD)  Your local data repositories  All sources must provide an OpenURL http://www.sfxit.com/sources.html Sources

4. OpenURL Full Text e-print OpenURL Link Server OpenURL make metadata available to service component dynamically inserted linking server describes context of user OPAC A&I OpenURL OpenURL (the enabling mechanism)

5.  Developed by Herbert Van de Sompel and Ex Libris and submitted to NISO December 2000  NISO Committee AX formed; started work in June 2001 … http://library.caltech.edu/openurl  Fast track work item … Version 1.0 testing phase started 1 May 2003  Low-barrier for implementation by Information Providers  OpenURL draft syntax adopted as Version 0.1  List of OpenURL adopters: http://www.sfxit.com/sources.html OpenURL Status

6. http://sfx.aaa.edu/menu?genre=article&issn=1234-5678 &volume=12&issue=3&spage=1&epage=8&date=1998 &aulast=Smith&aufirst=Paul OpenURL (the enabling mechanism)

7.  Enables transfer of metadata …  from an information resource  to a service component (SFX server) that can determine and provide context-sensitive services for the metadata OpenURL function

8. Identify a user that has access to a service component; and OpenURL awareness1 2 Provide an OpenURL for each metadata-object, e.g. a brief citation, reference in journal article, etc.

9.  Information Providers need to know which BASE_URL to insert into OpenURLs … in order to provide correct/local SFX services …  User Profiles  IP address identification  CookiePusher mechanism  Digital Certificates …? Recognizing Users

10.  BASE_URL:  Server address for the service component (SFX)  Content:  Elements of the metadata or pointer to metadata in a public syntax  Information supporting delivery of services  Example: http://sfx.aaa.edu/menu?genre=article&issn=1234-5678 &volume=12&issue=3&spage=1&epage=8&date=1998&aulast =Smith&aufirst=Paul OpenURL format

11. http://sfx.aaa.edu/sfx_local? & sid=ISI:WOS &id=doi:10.1234/345678abc & genre=article&issn=1234-5678 &volume=12&issue=3&spage=1&epage=8&date=1998 &pid= %3Cauthor%3ESmith%2C%20Paul%20%3B%20Klein%2C%20Calvin %3C%2Fauthor%3E&%3Cyr%3E98%2F1%3C%2Fyr%3E ORIGIN-DESCRIPTION '&' OBJECT-DESCRIPTION / | \,-------' | `-------. GLOBAL-IDENTIFIER-ZONE | LOCAL-IDENTIFIER-ZONE | OBJECT-METADATA-ZONE OpenURL format

12. OpenURL examples http://sfx.caltech.edu:8888/caltech?sid=Caltech:WOS&genre=article &issn=0305-4470&volume=33&issue=35&spage=L331&epage=L337 &date=2000&part=&title=JOURNAL+OF+PHYSICS+A- MATHEMATICAL+AND+GENERAL&aulast=Aratyn&auinit=H& atitle=The+complex+sine-Gordon+equation+as+a+symmetry+flow +of+the+AKNS+hierarchy&pid=%3Cauthors%3EAratyn%20H %7CFerreira%20LA%7CGomes%20JF%7CZimerman%20AH%3C/aut hors%3E http://sfxserver.somewhere.edu/sfx_local?sid=dbvendor:name &pid=myid:178912781 http://demo.exlibrisgroup.com:9003/demo?id=doi:10.1034/j.1399- 0039.2000.560502.x

13.  Optional  A way to retrieve additional metadata about a digital object, beyond what comes on an OpenURL  Additional author names  Data specific to the database, such as patent id or dissertation number  Perhaps easier for Information Providers to implement quickly  Fetch syntaxes: Z39.50 and HTTP Fetch

14. SFX Link Server  Accepts OpenURL as input from Information Provider  Analyzes contents of OpenURL  Evaluates appropriate Services based on metadata  (SFX Menu is shown to User)  Dynamically computes links to Target Services

15.  A ‘metadata container’ resulting from SFX analysis of OpenURL  Used by SFX to evaluate and create Services  Contents can be checked in HTML source of SFX Menu and in /logs/sfxmenu.log file  Example: this OpenURL: http://demo.exlibrisgroup.com:9003/demo?sid=sfxit&genre=article& atitle=Developmental%20Expression%20of%20Amylases%20During%20Barley%20Malting& amp;issn=0733-5210&date=2001&volume=33&issue=3&spage=279 &aulast=Georg-Kraemer&auinit=JE& pid=<authors>Mundstock,EC|Cavalli-Molina,S</authors> corresponds to this GenericRequestObject … GenericRequestObject

16. <!-- this is your Generic::Request Georg-Kraemer Mundstock Cavalli-Molina sfxit JE EC S J CEREAL SC J CEREAL SCI … GenericRequestObject … article 33 3 2001 279 1095-9963 JOURNAL OF CEREAL SCIENCE JCSCDA 0733-5210 51286 ACADEMIC_PRESS_IDEAL Developmental Expression of Amylases During Barley Malting http://demo.exlibrisgroup.com:9003/demo? sid=sfxit&genre=article&atitle=Developmental%2 0Expression%20of%20Amylases%20During%20Barley%20Maltin g&issn=0733- 5210&date=2001&volume=33&issue=3&spage =279&aulast=Georg- Kraemer&auinit=JE&pid=<authors>Mundstock,EC|Cavalli-Molina,S</authors> sfxit -->

17. The Flow of an SFX Request fetch Source URL OpenURL Parser Source Parser GenericRequest Object SFX Base Service 1 Service 2 SFX Menu Target Parser Key:1234-5678 Object lookup and threshold check OpenURL SourceTarget metadata … … Based on sid (config files)

18. OpenURL Generator

19. OpenURL function Standard scenario

20. OpenURL function CDL consortium scenario

21. OpenURL function UCDavis set-up

22. www.exlibrisgroup.com www.sfxit.com sfx_help@exlibris-usa.com www.exlibrisgroup.com www.sfxit.com sfx_help@exlibris-usa.com