Localization and Extended Services NFAIS/NISO Linking Workshop February 24, 2002 Miriam Blake Los Alamos National Laboratory

NFAIS Workshop February 2002 Localization Local (library) control of what and where Requires: Way to reroute resolution OpenURL Place to reroute to Local resolution server (link-server)

NFAIS Workshop February 2002 Source 1 1. Source OpenURL enabled by Service Provider OpenURL hook presented to user Resources and Services 2. User clicks OpenURL 3. Metadata and context info are transported Other relevant services Appropriate copy (full text) (extended services) Local Resolution Link Server (SFX, etc.)

NFAIS Workshop February 2002 OpenURL Link Server A resolver which decodes the OpenURL and redirects the link to the appropriate resource In practice, a software suite and database that allows appropriate and extended services to be presented to the user

NFAIS Workshop February 2002 Extended Services Appropriate copy Full Text Lookup authors in other databases Check whether authors are cited Find author address on web Does library have print holdings of this journal? If full-text not available, how about document delivery?

NFAIS Workshop February 2002 Show Relevant Services Library maintains control and decision making Rules database – controls service parameters Thresholds ISSN? Article Date Show Full-text link Yes, ISSN exists Date >= our EJ access

NFAIS Workshop February 2002 Sources, Services & Targets Source – Source – reference/citation you start with and want to link from Services – Services – list of objects you can retrieve based on the source metadata Targets – Targets – where you will end up (full text repository, database, website, etc.)

NFAIS Workshop February 2002 Metadata and Extended Services How detailed is the metadata passed from the source? –Reference citation : brief Gomes JF, Sotkov GM and Zimmerman AM 1999 Ann Phys NY –Abstract / Full citation : detailed Includes all authors, title, subjects, abstract, other tagged data fields, other numerical identifiers (ISSN, CODEN, SICI, etc)

NFAIS Workshop February 2002 Metadata on the OpenURL Metadata is transported implicitly– by using identifiers to FETCH metadata OR OR Metadata is transported explicitly - by value – on the OpenURL Supports 7 core genres Very simple metadata scheme

NFAIS Workshop February 2002 Source 1 OpenURL Link BASE-URL Link Server (SFX, etc.) Database is identified by sid Source hook contains record retrieval id OpenURL sees BASE-URL (user context) Retrieval rules for source database (sid) are processed Record metadata is requested via record ID Record metadata is returned and processed to determine services Explicit Fetch pid = Services

NFAIS Workshop February 2002 Source 1 OpenURL Link BASE-URL Link Server (SFX, etc.) Database is identified by sid Source hook contains metadata OpenURL sees BASE-URL (user context) Retrieval rules for source database (sid) are processed Metadata is processed to determine services Implicit Fetch Services genre=article&issn= &volume=12&issue=3&spage=1 &epage=8&date=1998

NFAIS Workshop February 2002 Metadata and Extended Services Metadata must be available for services to be presented Metadata must be available for services to be presented External sources – metadata can come from CrossRef / publisher /etc. External sources – metadata can come from CrossRef / publisher /etc. Control over source means control over metadata Control over source means control over metadata

NFAIS Workshop February 2002 A Wide World of Variations Metadata quality varies greatly Linking systems which currently rely on metadata may be helped by use of DOI Extended services will continue to use metadata – from one place or another Quality and quantity both effect services

NFAIS Workshop February Information on SFX and related developments