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CNRI meeting June 28-29 2001 Herbert Van de Sompel Oren Beit-Arie [edited version with revised terminology, as a result of discussions at the meeting – July 11th 2001]. NISO Committee AX (OpenURL). OpenURL framework fundamental goodies. open reference linking
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CNRI meetingJune 28-29 2001Herbert Van de SompelOren Beit-Arie[edited version with revised terminology, as a result of discussions at the meeting – July 11th 2001] NISO Committee AX (OpenURL)
OpenURL framework fundamental goodies • open reference linking • gives users the freedom to decide where to obtain reference links from
OpenURL framework fundamental goodies • open reference linking • gives users the freedom to decide where to obtain reference links from • OpenURL framework: • collaborative model: • information providers introduce a hook; • hook is URL; • URL is there to deliver metadata and identifiers to service component. • service component: • target of the URL; • provides services when user clicks URL; • user chooses service component. • OpenURL: specification for the URL
OpenURLspecs fundamental goodies • Facilitates the delivery of metadata about a referenced item and about the context in which the item is referenced to a service component as a result of an explicit request • by value delivery: metadata is on the OpenURL • by reference delivery: information is delivered on the OpenURL that allows the service component to fetch (additional) metadata
OpenURLspecs fundamental goodies • Facilitates the delivery of metadata about a referenced item and about the context in which the item is referenced to a service component as a result of an explicit request • by value delivery: metadata is on the OpenURL • by reference delivery: information is delivered on the OpenURL that allows the service component to fetch (additional) metadata • Service component will provide contextualizedservices relating to the referenceditem based on the delivered metadata • concrete behaviour/actions of the service component is not specified
Motivation for Bison-Futé Bison-Futé is about taking a step backwards in order to see the picture more clearly. looking at contextual provision of services relating to referenced items without making assumptions that have been made in OpenURL framework & OpenURL specs not l’art pour l’art: using the newly gained perspective to inform the OpenURL standardization process
Motivation for Bison-Futé OpenURL framework choices/assumptions have been made OpenURL
Motivation for Bison-Futé OpenURL framework • choices/assumptions have been made • referenced item is a scholarly work • the terminology of the framework is specific for scholarly information environment • the OpenURL specs are focused on scholarly environment OpenURL
Motivation for Bison-Futé OpenURL framework • choices/assumptions have been made • 2 contextual entities • the “source” (service providing OpenURL) • service component OpenURL
Motivation for Bison-Futé OpenURL framework • choices/assumptions have been made • way to reference the item: • metadata-zone • global-identifier-zone • local-identifier-zone OpenURL
Motivation for Bison-Futé OpenURL framework • choices/assumptions have been made • way to reference the 2 contextual entities: • origin-description • BASE-URL • local-identifier-zone OpenURL
Motivation for Bison-Futé OpenURL framework • choices/assumptions have been made • way to encode as URL • name=value pairs • target at service component OpenURL
Bison-Futé model web ContextObject descriptor ------------ Motivation for Bison-Futé OpenURL framework • choices/assumptions have been made: • scholarly domain • within that domain: • the entities involved • the way to reference entities • the way to encode references to entities on a URL OpenURL
Remember it is all about delivery of metadata of the referenced item and of contextual entities
Bison-Futé: ContextObject • OpenURL makes choices regarding the entities that must be involved in the contextual provision of services • local-identifier-zone has been (ab)used for provision of contextual information that OpenURL does not explicitely support (service types)
Bison-Futé: ContextObject • OpenURL makes choices regarding the entities that must be involved in the contextual provision of services • private-identifier-zone has been (ab)used for provision of contextual information that OpenURL does not explicitely support (service types) • => ContextObject • the ContextObject is a construct that -- we think -- contains all entities that are required for the contextual provision of services
entity resolver requester serviceType referring entity referrer referent ContextObject
Bison-Futé: descriptor • OpenURL makes choices regarding the way to reference the entities that are involved in the contextual provision of services • The way in which these references are made is different from entity to entity • local-identifier-zone has been used to reference entities in ways not supported by OpenURL
Bison-Futé: descriptor • OpenURL makes choices regarding the way to reference the entities that are involved in the contextual provision of services • The way in which these references are made is different from entity to entity • private-identifier-zone has been used to reference entities in ways not supported by OpenURL • => descriptor • descriptor is a uniform construct tailored for referencing all entities involved in the contextual provision of services (we think) • descriptor serves the purpose of delivering identifiers and metadata of entities • descriptor builds on the “by value” and “by reference” concept of OpenURL
descriptor entity resolver requester serviceType referring entity referrer referent ContextObject
Bison-Futé: descriptor • A descriptor describes an entity by means of: • entity-id • metadata-id • metadata-description • metadata-description-pointer • private-identifier
Bison-Futé: descriptor -- entity-id • A descriptor describes an entity by means of: • entity-id • NID & identifier that is unique in namespace identified by NID • doi & 10.1074/jbc.M004545200 • serves 2 purposes: • delivery of identifier = first class citizen • identifier can be a key to access metadata (think CrossRef) • by value & by reference
Bison-Futé: descriptor -- metadata-id • A descriptor describes an entity by means of: • metadata-id • NID & identifier that is unique in namespace identified by NID • pmid & 10942764 • serves 2 purposes: • delivery of identifier of metadata description = first class citizen • identifier can be a key to access metadata (think PubMed) • by value & by reference
Bison-Futé: descriptor -- metadata-description • A descriptor describes an entity by means of: • metadata-description • MFTID & metadata description rendered according to the format identified by MFTID • PubMedSGML & record formated according to PubMedSGML • serves purpose: • delivery of metadata description • by value
Bison-Futé: descriptor -- metadata-description-pointer • A descriptor describes an entity by means of: • metadata-description-pointer • MFTID & explicit pointer to metadata description rendered according to the format identified by MFTID • PubMedSGML & URL pointing at record formated according to PubMedSGML • serves purpose: • delivery of metadata description • by reference
Bison-Futé: descriptor • A descriptor delivers metadata by value & by reference: • by value: • entity-id • metadata-id • metadata-description • by reference: • no intelligence required to get to metadata • metadata-description-pointer • intelligence required to get to metadata: • entity-id • metadata-id
referent resolver referrer referring entity requester serviceType ContextObject entity-id metadata-id metadata-desc metadata-desc-ptr private-zone descriptor
closed link reference to referent service click
encoding descriptor ContextObject encoding referent resolver requester referring entity referrer serviceType private zone OpenResolutionLink click resolver service ....s resolves referent’s descriptor into services reference to referent
OpenURL standardization & Bison-Futé • use Bison-Futé for its concepts only, as inspiration for the standardization process • get real ! Byelimination: use only those parts of Bison-Futé that are essential for making fast progress in the core area (open reference linking) • Within the core area apply a phased approach • 1st: encoding scheme for simple OpenURL’s (meaning of simple to be defined) • 2nd: encoding scheme for complex OpenURL’s (meaning of complex to be defined)
Example of procedure • Simple OpenURL’s: • only 1 referent • only use certain entities of ContextObject • only use certain parts of descriptors to describe entities • only certain namespaces • only certain metadataformats
Example of procedure ContextObject descriptor y/n # id mid mdesc mdescpt mpid referent resolver referrer referring e requester serviceType
Example of procedure ContextObject descriptor y/n # id mid mdesc mdescpt mpid referent y 1 resolver y 1 referrer y 1 referring e y 1 requester n 0 serviceType y 1
Example of procedure ContextObject descriptor y/n # id mid mdesc mdescpt mpid referent y 1 y y y y y resolver y 1 y -- -- -- -- referrer y 1 y -- -- -- -- referring e y 1 y -- -- -- -- requester n 0 -- -- -- -- -- serviceType y 1 y -- -- -- --
OpenURL ContextObject descriptor y/n # id mid mdesc mdescpt mpid referent y + ( same ) y *-- y resolver y 1 y -- -- -- -- referrer y 1 y -- -- -- -- referring e n0 ---- -- -- -- requester n 0 -- -- -- -- -- serviceType n 0 -- -- -- -- -- Bison-Futé’s ContextObject descriptor OpenURL y/n # id mid mdesc mdescpt mpid referent y 1 y y y y y resolver y 1 y -- -- -- -- referrer y 1 y -- -- -- -- referring e y 1 y -- -- -- -- requester y 1y -- -- -- -- serviceType y + y -- -- -- --
Example of procedure • Determine: • regarding id, mid: • global namespaces that are crucial for open reference linking (referent, resolver, ….) • define; • accord NIDs. • allow local namespaces? how to distinguish from globals?
Example of procedure • Determine: • regarding id, mid: • global namespaces that are crucial for open reference linking (referent, resolver, ….) • define; • accord NIDs. • allow local namespaces? how to distinguish from globals? • re mdesc, mdescpt: metadataformat(s) that are crucial for open reference linking (referent). • define • accord MFTID
Example of procedure • Determine: • regarding id, mid: • global namespaces that are crucial for open reference linking (referent, resolver, ….) • define; • accord NIDs. • allow local namespaces? how to distinguish from globals? • re mdesc, mdescpt: metadataformat(s) that are crucial for open reference linking (referent). • define • accord MFTID • Spec to encode everything as URL => Revised OpenURL