1. Scholars Portal Update UTL Reference Services Committee June 2004

2. Project Goals Support research, teaching, and learning
Provide Ontario researchers with access to important digital resources (current and historic) covering all disciplines
Make access easier by reducing the number of interfaces researchers must learn
Enable researchers to explore relationships between digital objects
Foster end-user rather than mediated access
Make content available in environments where it is used
Provide researchers with tools to allow them to manage content more effectively

3. Project “Philosophy” Ownership rather than access whenever possible
Cooperate if we find we are doing the same things, and then specialize
Central resource and technology management, but local branding and delivery of services

4. Content and Services

5. E-Journals ScienceServer / EJOS 6.4M articles 4,617 journals
Backfiles for Elsevier journals
Average 20% increase in use across all schools
New content in 2004: Blackwell, Nature, Emerald, IOP
New server software in 2005 (Encompass for Journals OnSite)

6. Article Downloads

7. Content and Services

8. Document Delivery RACER / VDX
Document delivery service shared by OCUL libraries (5 libraries still to be implemented)
End-user document requesting
Z39.50 searching of OCUL library catalogues
notification
Online tracking of requests

9. Content and Services

10. Abtracts and Indexes CSA IDS Common interface
Local load (including non-CSA databases)
Single search
A&I and e-journal metadata
Subject access
Basic and advanced searching, including thesaurus-based searching

11. Content and Services

12. Citation Management RefWorks Licensed for use by all OCUL libraries
Consortia server
<refworks.scholarsportal.info>
Web-based citation management tool (no software required except a browser)
API for importing records
Write-and-Cite

13. Content and Services

14. Electronic Gov’t Documents
O-Space
Implementation of MIT’s DSpace for OCUL
Proposal for a repository of electronic government documents in development by OCUL-IR
Exploring partnership with Ontario legislative library

15. Content and Services

16. Geospatial Data OGDE Project Proposal of OCUL Map Group
Build a graphical query tool for exploring OGDE data sets
Based on ARCIMS software
Prototype in development at U of Toronto
Potential for extension to other datasets
Foster direct user access and non-traditional uses of GIS data
Take advantage of central storage for terabytes of data

17. Content and Services

18. Connecting Content and Services

19. Connecting Content and Services

20. OpenURL Terminology Syntax Source Target Resolver Knowledge Base
Method of encoding bibliographic data in a URL
Source
A database or service that can generate an OpenURL from a citation (not all database vendors can do this yet)
Target
A database or service that can deliver the document described by an OpenURL
Resolver
A service that maps an OpenURL to a Target specific URL
Knowledge Base
A database of library holdings and linking rules that localize and contextualize links

21. Syntax Genre Object metadata SID/PID URL Encoded Syntax Base URL
genre=article& title=Journal of Banking and Finance& issn= & date= & volume=24& issue=3& spage=395& aulast=Narayanan& aufirst=Ranga& atitle=Insider Trading and the Voluntary Disclosure of Information by Firms& sid=InfoSource

22. OpenURL Syntax Source Target Resolver Knowledge Base
Method of encoding bibliographic data in a URL
Source
A database or service that can generate an OpenURL from a citation
Target
A database or service that can deliver the document described by an OpenURL
Resolver
A service that maps an OpenURL to a Target specific URL
Knowledge Base
A database of library holdings and linking rules that “localize” links

23. Knowledge Base
Used to normalize, enhance, and contextualize metadata provided by the link source:
The reference might not include an ISSN, yet the target link to the publisher requires it
abbreviated titles or author names in the citation
CrossRef, PubMed lookups
De-hyphenating ISSNs
Library holdings and appropriate copy (different than DOI’s)

24. Link to referenced work
Source
Site Specific
OpenURL
reference
Resolver
Link to referenced work
A p p r o p r i a t e T a r g e t s
T a r g e t s

25. Extended Services Anything else you might want to do with a citation
Document delivery request
Catalogue search
Save to RefWorks (or myLibrary)
Journal Impact Factor
Suggested sources, services

26. Source
Resolver
Link Target

27. SFX and OCUL OCUL has negotiated a license for SFX from Ex Libris
1 Shared Instance
The license allows us to run a common resolver containing information about shared holdings
20 Site Instances
Local resolvers will hold information about institutional resources and allow for local management and local branding

28. Implementation Strategy
Provide the tools and training to support local implementation efforts
Identify areas where we can share information and efforts (e.g. documentation, source and target testing, interface design)

29. Implementation People
Local implementation team (e-resource management, information services, systems)
Site contact (liaison)
OCUL Advisory Group (focus on consortia, facilitate information sharing, sort out priorities)
Scholars Portal Project Staff (hardware and software installation, coordinate training, help desk support, programming)
SFX Implementation Specialist (trainer and guide)

30. Local Implementation Tasks
Training (first two weeks of July – tentative)
Data preparation (for batch activation of targets)
Service selection
Interface customization
Testing
Source activation
End-user instruction
Statistics and evaluation

31. Connecting Content and Services

32. NISO OpenURL v 1.0 Create an OpenURL Framework
Separate the “information package” from the transport
Formalize the “framework” for the information package
Provide a means to extend to non-bibliographic domains (e.g. museum objects, learning objects)
Enhanced contextualization (referring object, user)

33. Genres v 1.0 Journal Issue Article Conference Proceeding Preprint Book
Report
Document
Dissertation
Patent
Others can be registered

34. Other Changes Representation Key encoded values XML
Others can be registered
Constraint languages
Matrix
XML Schema
Others can be registered

35. Context Object Referent (the resource – required entity)
Context provided by 5 additional entities
Requester (user or machine service)
Referrer (SID)
Referring Entity (citing work)
Resolver (base URL)
Service Type (e.g. full-text)

36. Portal Directions Content Indexing Other Portals Integration
New publishers, more backfiles, new formats
Indexing
Full-text indexing and indexing article components
Other Portals
Subject, institutional, personal
Integration
Courseware, research tools, office applications, browser toolbars