© Ex Libris Ltd. All Rights Reserved. From Library Systems to Information SystemsMetaLib Jenny Walker ICOLC 2001

MetaLib as Information Portal Agenda Cross-database search with MetaLib Linking (SFX) MetaLib KnowledgeBase Models for Consortia

What is a MetaLib Resource? Library OPAC A&I Database e-journals Subject Gateway Search Engine Digital Library … a resource deemed relevant by the librarian

 Presenting information about resources to users  Helping users locate relevant resources  Allow navigation directly to resources – “jump-to” facility  Personalisation MetaLib as Information Portal

Resource Guides General information describing a resource. For example:  Name of resource  Type of information contained in the resource  The points of discovery in your MetaLib Portal  Searchable vs Non- searchable resource Locally-configurable

MetaLib: Entry Screen

MetaLib: Information Gateway

MetaLib: Locate Resources

MetaLib: Build MyResourceList

User Authentication Authentication “Appropriate” Resource List

User affiliation: MetaLib: 3 levels of affiliation Level 1 defines: User authentication methodology Levels 1 & 2 define: Resource Categories Logo Home page content Level 3 defines: Access rights for a resource within a defined resource category

User affiliation – examples: Example 2: 1.Institution B 2.Faculty X 3.Student Example 1: 1.Institution A 2.Department X 3.Staff University of the East Dept. of Physics Staff University of the West Faculty of Social Science Student

Cross-database searching ? Library Catalogs Abstracting and Indexing databases Unified Query Interface Unified Display

NYU Z39.50 Medline Z39.50 WoS HTTP MIT ALEPH OCLC Z39.50 D i v e r s e I n f o r m a t i o n R e s o u r c e s PubMed HTTP Universal Gateway Search Processed Conforms to Information Resources ? Adjustment of syntax Field mapping Phrasing of authors' names Recognition of special characters Handling normalization issues

MetaLib: Search in Multiple Resources

MetaLib: Search in Process

MetaLib: List of Results

MetaLib: De-duplicated List

A&I e-print Full Text MetaLib Citations Web eTOC Linking with SFX OPAC

MetaLib: SFX Extended Services

Comprehensive global KnowledgeBase delivered with MetaLib KnowledgeBase contains rules for searching and retrieving records; and for linking Your library “localizes” to match local subscriptions and conditions. KnowledgeBase

Descriptive Data (Localization optional) Configuration data (Localization unlikely) Name Resource description Subject Keywords Rules for searching Rules for retrieval Rules for presentation Construction of OpenURL The KnowledgeBase URL for access User rights of access Username and password (if required) Local data (Localization mandatory)

Configuring MetaLib for consortia Servers Single Server single application Multiple server multiple applications Services System services eg backups Configuring the KnowledgeBase Resources Shared resources Institution-specific resources Levels of sharing between member institutions will define configuration options:

Consortium option 1 – standard model Inst AInst B Per system: single authentication for users and resources Each member hosts its own application/server

License Considerations - Standard model : Pricing calculations: 1. Base fee for each site – determined by FTE; plus 2. Usage fee – determined by number of concurrent users; less 3. Discount – sliding scale up to 30% max. 4. Annual Service Fees i. Software maintenance 15% ii. KnowledgeBase Services 18% Annual service fees based on non-discounted price No. of institutions Discount % % % % % % % % %

Service Options: Software Maintenance Technical support – helpdesk Software updates KnowledgeBase Services Regular updates to KnowledgeBase Installation and Initial Setup Training Extended Services KnowledgeBase Localization New resources and SFX targets

Consortium option 2 – enterprise model: Shared MetaLib, multiple SFX instances – up to 1 per Institution Flexibility across 3 user levels Multiple authentication for users and resources Administrative privacy ensured across user levels

License considerations - Enterprise model : Price calculations: 1.Base fee – determined by number and size (FTE) of participating institutions; plus 2.Usage Fee – based on number of concurrent users; 3.Annual Service Fees i.Software maintenance ii.KnowledgeBase Services Base fees and total annual service fees acknowledge shared server environment.