Implementing a Serial Work in an Electronic Resources Management System NASIG 2004 Kristin Antelman
Innovation in context E-Matrix as a testbed Use both FRBR and a user-centered approach to inform design Develop in a system not bound by MARC or ILS functionality
Moving to second generation electronic resource management systems manage data not supported by the ILS generate e-journal and database web lists data models, simple tools (e.g., MS Access) data often maintained in two places more ambitious resource management objectives more sophisticated public displays complex data models, advanced database tools (e.g., Oracle) single authoritative data stores
E Matrix objectives manage electronic and print subscriptions, bundles support licensing, product evaluation; manage and use faculty-provided data Acquisitions Collection Management Discovery and display enhance access points; improve user displays
E Matrix development Principles for sustainability and data quality migrate legacy applications into E-Matrix define a single authoritative data store for each data element query existing data stores in real time wherever possible
catalog E-Matrix licensing database journal prices, evaluative data acquisition “shepherding” form journal bundle contents use statistics local e-journal database (Serial Solutions) SFX Knowledgebase (XML change file) MARCXML files for databases display fund code PO # price Sirsi Unicorn tables etc. titles, licensing, pricing, bundles, access, holdings, usage stats, etc. relationships, local subject terms, keywords, descriptions, etc. local subject terms, keywords, descriptions
“As a rule of thumb, consider two items to be the same work if they would be considered interchangeable by most users, or if a user seeking one would actually find the other preferable.” [Yee] Serials are (apparently) an aggregate work in FRBR: “the entity work may represent an intellectually or artistically discrete component of a larger work, such as a chapter of a report, a segment of a map, an article in a journal, etc.” FRBR Sec. 3.3 What the experts say “FRBRization” experiments “At a conceptual level, the entity defined as a work in FRBR is clearly applicable to works issued serially. In the FRBR model, the serial work would be viewed as an aggregate work.” [Delsey] “Although FRBR does not explicitly make the statement, it seems that continuing resources are regarded in the model as works.” [Le Boeuf] FRBR and serials
Three perspectives on the “work” work = ideational + semantic content, i.e., a specific linguistic text work = single author + title Average reader Textual scholar work = ideational and a specific text Librarian [Wilson, “Two Kinds of Power,” 1968]
“Does every title change always indicate a substantial transformation of a continuing resource into another continuing resource? Does a title change affect the Manifestation level or the Work level of a continuing resource?” [Le Boeuf] Combining FRBR principles with the user perspective challenges two assumptions 1. All journal “versions” are manifestations of the same expression of the work. 2. A title change creates a new work. “The various related works that make up the history of a given serial can only be assembled by a user who happens to be in a library that holds issues entered under each title the serial has held … Is this really the right way to conceive of a serial work?” [Yee]
Creating displays that reflect key relationships Horizontal both equivalence and derivative relationships (776,787) [versions and title changes] sequential relationships (780,785) [title changes, related works] whole/part and other relationships [related works] Chronological Vertical
A modified FRBR model for serial description in E-Matrix: the version problem Libraries manage journal “manifexpressions” “American Scientist” work American Scientist paper copy from publisher American Scientist selected articles from Ebsco db #1 American Scientist selected articles from Proquest db #2 American Scientist full text from publisher
User displays should draw on all three levels: work, expression and manifestation “American Scientist” work American Scientist full text American Scientist from Ebsco db #1 American Scientist selected articles American Scientist paper copy from publisher American Scientist e-copy from publisher American Scientist from Proquest db #2 A modified FRBR model for serial description in E-Matrix: the version problem
The title change = new work problem Delsey: “In AACR the FRBR concept of work is reflected in the ‘citation for the work.’ … Since the majority of serials are entered under title, the citation for the serial work is in most cases the title.”
The need for a work identifier title versions of the same work can have different titles uniform title ISSN ISTC DOI Need non-semantic bibliographic work identifier serves to differentiate instead of collocate multiple for same title; tied to title publisher-defined work, usually FRBR expression ditto
E-MATRIX FIND RESOURCES BIBLIOGRAPHIC DETAILS ACQUISITIONS DETAILS LICENSING ACCESS INFO EVALUATIVE ELEMENTS ADMINISTRATION INFO CEP PROCESSING REPORTS Resource Subjects / Descriptions Related Titles work ID 156 resource type select Title Vendor Provider Publisher ISSN OCLC e-ISSN Add Format [print, electronic] Location: library & call number Print holdings: link to OPAC OR summary holdings E-holdings: summary holdings [for this manifestation] Embargo period: # [unit] Update freq.: [days] Full Text [yes, no, some]
E-MATRIX FIND RESOURCES BIBLIOGRAPHIC DETAILS ACQUISITIONS DETAILS LICENSING ACCESS INFO EVALUATIVE ELEMENTS ADMINISTRATION INFO CEP PROCESSING REPORTS Resource Subjects / Descriptions Related Titles work ID 156 TitleVendorISSNHoldingse-ISSN [work ID related titles clickable] Related titles [from MARC linking fields for serials] TitleISSNHoldingsRelationship [e.g., succeeding, preceding] journal of x archives of x associate
[model staff view] WorkIDTitleformat vendor ISSNeISSNholdings 25Journal of Aging Studies pElsevier … …. 25Journal of Aging Studies e Elsevier… 25Journal of Aging Studies eEbsco… 25Journal of Aging Studies e Gale… 1. User searches are run against title index (as well as other indexes) 2. All manifestations of the work are retrieved using the work ID [staff view] 3. What should display look like? [public view] need user interface testing How user displays are generated Journal of Aging Studies Search GO [model public view] Titleformatholdingslocation Journal of Aging Studies (1995-present) full text electronic1995- URL for Sciencedirect print HQ1060.J25 selected articleselectronic1997-URL for Wilson db electronic URL for Ebsco db
Open up conversations about managing bibliographic items in the electronic environment E-Matrix serves as a fertile testbed for experimentation and innovation Lessons learned so far