LOCALIZED REFERENCE LINKING PROJECT Dale Flecker NFAIS/NISO Linking Workshop February 24, 2002 Philadelphia

Citation LINK MAGIC LINK Cited Article Citation THE PROMISE OF CITATION LINKING CLICK Any old system

Citation DOI Step 1 Step 2 DOI Resolver DOI URL Cited article Search response Repository URL Article Step 3 HOW DOI PERFORMS MAGIC CLICK

BUT -- WHAT IF MORE THAN 1 COPY EXISTS? Elsevier journals, for example, are on-line at: –Elsevier ScienceDirect –OhioLink –University of Toronto

WHICH URL? Handle Server DOI URL? Sciencedirect.com? Ohiolink.edu? Utoronto.ca?

A PROBLEM DOI today cannot naturally resolve to more than 1 copy

ACM DOI (to Elsevier) Ohio State User ELSEVIER Cited article OhioLink A BAD THING…. (or: $25, please) CLICK ARTICLE Citation

WHY MULTIPLE COPIES Local loading Aggregators Mirror sites Paper copies E-print archives?? Preservation archives??

THE APPROPRIATE COPY When more than one copy exists, specific populations frequently have the right to access specific copies

CROSSREF/DLF LINKING PROTOTYPE Group of research libraries (coordinated by DLF) approached CrossRef on the appropriate copy issue Series of discussions between publishers, DOI, CrossRef, libraries, service providers, NISO Prototype to test localization of linking using OpenURL Framework

PARTICIPANTS International DOI Foundation/CNRI CrossRef Los Alamos National Laboratory University of Illinois Ohio State/OhioLink Ex Libris

OpenURL FRAMEWORK NOT: LINKTARGET RATHER: LINKSERVICE TARGET A TARGET B TARGET C

LINKING SERVICE An agent for the user Knows what the link is for –OpenURL transports information to the service about the link Knows the users context –therefore can localize the link Reasons about the appropriate target(s) for a link

OpenURL Transports metadata to a service: Identity of local service Metadata about link

DESIGN ISSUES IN LOCALIZING LINKS How to identify which users need localization How to insert the service agent in DOI resolution to do localization How does the agent know what a DOI identifies How does the agent know how to appropriately resolve the DOI

Any old system Citation DOI Step 1 Step 2 DOI Resolver DOI URL Cited article Search response Repository URL Article Step 3 REMEMBER HOW DOI PERFORMS MAGIC CLICK

Any old system Citation DOI Step 1 Step 2 DOI Resolver DOI Search response PROTOTYPE ARCHITECTURE CLICK DOI SERVER: Does user have localization? LOCALIZATION SERVICE Y N

DOI (Handle) Resolver PROTOTYPE ARCHITECTURE DOI web proxy: Does user have localization? LOCALIZATION SERVICE Y N DOI CrossRef OpenURL with DOI Metadata in XML Address of alternate copy to User DOI with localization switch = no or

DESIGN ISSUE #1 How to identify which users need localization –solution = cookie users institution must implement method of getting appropriate cookie on user workstation transparent to the user –highly controversial how to set? keep set? avoid setting inappropriately? –but…what alternative?

DESIGN ISSUE #2 How to insert localization service in DOI resolution –put a filter in front of DOI resolution service which looks for cookie if no cookie, just resolve DOI as usual if cookie, redirect transaction to local agent, using an OpenURL containing the DOI

DESIGN ISSUE #3 How does a service agent know what a DOI refers to? –University of Illinois service did not need to just keep a list of DOIs for articles in the local system –other implementations retrieved descriptive metadata from CrossRef

DESIGN ISSUE #4 How does the service agent know how to appropriately resolve the DOI –up to the local agent look up DOI in local database which gives local address look up journal in local database, giving linking syntax send search to opac –Can resolve to locally stored digital copy, local paper copy, aggregator service, document delivery service, original publisher….

IMPLEMENTATION CNRI implemented a cookie pusher, and filter for resolution requests LANL and Ohio State used SFX as the localizing agent Illinois wrote a localizing agent All three libraries implemented a script to trigger cookie pushing CrossRef implemented reverse look-up (DOI to metadata)

EXPERIENCE IT WORKS!!!!

A COUPLE OF REMAINING ISSUES Cookies the big issue –how to consistently get them on user machines, maintain them Locating metadata not addressed in prototype –will become an issue as other DOI registration agencies come on-line need to know which agency to ask for the metadata

STATUS -- DOI LOCALIZATION CrossRef and International DOI Foundation committed to support localization model

STATUS -- OpenURL NISO workgroup on fast-track to standardize format Many companies already committed to support OpenURL: EBSCO, OCLC, Gale, IOP SilverPlatter, Ovid, Bowker, Wilson, ProQuest….

STATUS -- LOCALIZING AGENTS Two commercial products available: Ex Libris SFX and Endeavors LinkFinderPlus -- these provide liking options beyond appropriate copy -- many working installations of SFX already OhioLink and University of Illinois have implemented custom agents

MORE DETAIL? On the prototype: D-Lib Magazine, September, On OpenURL: library.caltech.edu/OpenURL