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Tools for Managing Electronic Collections in the Scholarly
Environment
BJTU, Beijing, November 22, 2004
Tamar SadehTamr.sadeh@exlibrisgroup.com
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
Tools for the Digital Library
SFX: a link server, provides context-sensitive links within the library e-collections
MetaLib: a library portal, provides a gateway to the library e-resources, metasearching, and personalized services
Both originate from an academic research: SFX: Herbert Van de Sompel,
Ghent University, Belgium MetaLib: ZIB institution at the KOBV
consortium in Berlin and Brandenburg, Germany
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BJTU, Beijing, November 2004
Current Status (November, 2004)
680 customers in 33 countries 61% licensed both MetaLib and SFX 68% consortium members, in 44 consortia 54% non-ALEPH customers
Active user group, SMUG: www.smugnet.org
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
A&I
e-print
Full Text
OPAC
Digital Collection
Citations
Portal
eTOC
Context-Sensitive Reference Linking Services
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BJTU, Beijing, November 2004
e-print
Full TextA&I
Citations
Web
Limitations of previous linking solutions Information providers control the links Links are dependent on vendor agreements Links are not sensitive to user’s context
(the “appropriate copy” problem) High maintenance of proprietary solutions Expensive collection not used optimally Focus on full text links only
Why OpenURL?
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BJTU, Beijing, November 2004
The SFX Flow
SFX Source SFX Menu SFX Target
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
The OpenURL Framework
No hardwired links, but rather: Institutional link server: new component in the
link process OpenURL: specification for interoperability
between information resources and link servers
Van de Sompel, Herbert and Oren Beit-Arie. July, 2001. "Open Linking in the Scholarly Information Environment Using the OpenURL Framework." D-Lib Magazine. 7(3).
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BJTU, Beijing, November 2004
The Role of the Linking Server
Source
T a r g e t s
OpenURL
Linking Server
Context
A p p r o p r i a t e T a r g e t s
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BJTU, Beijing, November 2004
OpenURL version 0.1 is the de facto industry standard
OpenURL 1.0 — NISO Z39.88
Enables the transfer of metadata from an information resource (SFX source) to a linking server (SFX server)
Must be implemented by the source in order to comply with the OpenURL framework
OpenURL
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BJTU, Beijing, November 2004
Step 1: An OpenURL generated by the source and sent to the link server http://sfx.mycollege.edu?genre=article&atitle=The deterrence hypothesis and picking pockets at the pickpockets hanging&title=American Law and Economics&issn=1465-7252&date=2002&volume=4&issue=2&spage=295&aulast=Anderson&aufirst=David
Step 2: The link server (at sfx.mycollege.edu) extracts metadata from the OpenURL
Author: Anderson, DavidTitle: The deterrence hypothesis and picking pockets at the pickpockets
hanging Journal: American Law and EconomicsISSN: 1465-7252Date: 2002Volume: 4Issue: 2Page: 295
Step 2: The link server (at sfx.mycollege.edu) extracts metadata from the OpenURL
Author: Anderson, DavidTitle: The deterrence hypothesis and picking pockets at the pickpockets
hanging Journal: American Law and EconomicsISSN: 1465-7252Date: 2002Volume: 4Issue: 2Page: 295
Step 3: The link server matches data elements against the link server's knowledge base, determines the appropriate services, computes the links, and displays the menu
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
The SFX Global Knowledge Base
Coverage: over 440,000 journal titles of which 26,00 are unique e-journal titles; over 330,000 individual e-journal portfolios; over 146,000 e-books; 469 targets
Rules: predefined rules (thresholds) and localized rules for fine-tuning
Tools: Web-based tools for management
Updates: central KnowledgeBase Maintained by Ex Libris; automated updates
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BJTU, Beijing, November 2004
The SFX Local Knowledge Base
Potential services
Local collections
Rules
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
SFX is becoming a core component in a library’s infrastructure for the management of electronic
resources
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BJTU, Beijing, November 2004
MARCit!
SFX Knowledge Base
Citation Linker
Journal Title List
Library Catalogue
Library Portal
Unmediated DocDel requests
Tool for VLE
SFX Menu
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
New Challenges for Users Where do I look for
information?
How do I get access to licensed resources?
How do I make a query?
How do I get accurate results?
How do I compare lists of results?
How do I navigate to related resources?
How do I obtain the actual materials?
How do I maintain my environment and manage my findings?
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BJTU, Beijing, November 2004
BIBADMIN
AUTH
Central Catalog
New Challenges for Libraries
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BJTU, Beijing, November 2004
A library portal is an application which allows one-stop-shop access,
and searching via a unified interface, to/in organized heterogeneous
resources, and enables services to a predefined community.
Portals: Is there a role for libraries?
European Library Automation Group
Semantic Web and Libraries26 Library Systems Seminar
Rome, 17-19 April 2002
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
integrated searching = metasearching =
cross database searching = parallel searching =
broadcast searching = federated searching = …
Query form
?
Diverse information resources
What is Metasearch?
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BJTU, Beijing, November 2004
Query form
?
Diverse information resources
Universal Gateway
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BJTU, Beijing, November 2004
Z39.50
Library of Congress
Z39.50
Library of Congress
HTTP
PubMed
HTTP
PubMed
Z39.50
MEDLINE
Z39.50
MEDLINE KOBV
ALEPHALEPH
UEA
Title:
1=Kryger, Meir AND 4=sleep WAU=Kryger, Meir AND WTI=sleep(%20sleep[TITL]%20)%20AND%20(%20Kryger[AUTH]%20Meir[AUTH]%20)
Author:
1003=Kryger-M? AND 4=sleepWAU=Kryger, Meir AND WTI=sleep
sleep
Kryger, Meir
Z39.50
Library of Congress
Z39.50
Library of Congress
Z39.50
MEDLINE
Z39.50
MEDLINE
HTTP
PubMed
HTTP
PubMed KOBV
ALEPHALEPH
UEA
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
Logon Process
MetaLib Functions
Information Resources
Authentication System
Third Party Application
Integration of MetaLib (I)
ILL
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BJTU, Beijing, November 2004
X-Server
MetaLib’s X-Server
MetaLib serves as an engine
LoginUser authenticationDisplay resource categoriesLocate resourcesSearch resources Display search status reportMerge result setsPresent search results
Integration of MetaLib (II)
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BJTU, Beijing, November 2004
Agenda
Two of Ex Libris tools for the digital library: SFX and MetaLib
A link server: SFX What is SFX? Open linking framework SFX knowledge base SFX as a core of the digital library
A library portal: MetaLib What is a library portal? Metasearching Integration of MetaLib in the library environment
Verde, the e-resource management system from Ex Libris
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BJTU, Beijing, November 2004
SFX and MetaLib deal with electronic resources for the sake of linking and
searching.
A new product from Ex Libris, Verde, an electronic resource management
system, complements the business aspects and enables collection management decision-making.
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BJTU, Beijing, November 2004
What is an e-resource management system?
“A system that supports management of the information and workflows necessary to efficiently select, evaluate, acquire, maintain, renew/cancel and provide informed access to e-resources in accordance with their business and license terms.” Ivy Anderson (Harvard University Library) and Ellen Duranceau (MIT Libraries)
DLF Electronic Resource Management InitiativeFinal report: http://www.diglib.org/pubs/dlfermi0408/
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BJTU, Beijing, November 2004
Verde
A staff tool to manage electronic collections through the entire resource lifecycle
Standalone, integrated, and interoperable with other applications: Library systems’ acquisitions and OPAC; A-Z lists; Linking servers; Metasearch systems; And more.
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BJTU, Beijing, November 2004
Verde for collection development
Global e-resource marketplace
Library’s e-resource collection
Library’s expenditure
Global knowledge base
Local database
Cost and usage entities
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BJTU, Beijing, November 2004
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BJTU, Beijing, November 2004
Thank You
www.exlibrisgroup.comTamar.sadeh@exlibrisgroup.com
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