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Tamar Sadeh Tamr.sadeh@exlibrisgroup

Tools for Managing Electronic Collections in the Scholarly Environment BJTU, Beijing, November 22, 2004. Tamar Sadeh Tamr.sadeh@exlibrisgroup.com. Agenda. Two of Ex Libris tools for the digital library: SFX and MetaLib A link server: SFX What is SFX? Open linking framework

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Tamar Sadeh Tamr.sadeh@exlibrisgroup

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  1. Tools for Managing Electronic Collections in the Scholarly EnvironmentBJTU, Beijing, November 22, 2004 Tamar Sadeh Tamr.sadeh@exlibrisgroup.com

  2. 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

  3. 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

  4. 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

  5. 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

  6. Context-Sensitive Reference Linking Services Portal e-print OPAC A&I Full Text Digital Collection Citations eTOC

  7. Full Text A&I e-print Web Citations Why OpenURL? • 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

  8. The SFX Flow SFX Source SFX Menu SFX Target

  9. 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

  10. 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).

  11. Linking Server The Role of the Linking Server Source OpenURL Context 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

  12. OpenURL • 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

  13. 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 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

  14. 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

  15. 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

  16. Potential services Local collections Rules The SFX Local Knowledge Base

  17. 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

  18. SFX is becoming a core component in a library’s infrastructure for the management of electronic resources

  19. Citation Linker Journal Title List SFX Menu SFX Knowledge Base Library Portal Tool for VLE MARCit! Unmediated DocDel requests Library Catalogue

  20. 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

  21. 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?

  22. Central Catalog BIB ADMIN AUTH New Challenges for Libraries

  23. 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 SeminarRome, 17-19 April 2002

  24. 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

  25. Diverse information resources What is Metasearch? Query form ? integrated searching = metasearching = cross database searching = parallel searching = broadcast searching = federated searching = …

  26. Query form ? Universal Gateway Diverse information resources

  27. WAU=Kryger, Meir AND WTI=sleep (%20sleep[TITL]%20)%20AND%20(%20Kryger[AUTH]%20Meir[AUTH]%20) 1=Kryger, Meir AND 4=sleep 1003=Kryger-M? AND 4=sleep WAU=Kryger, Meir AND WTI=sleep Z39.50 Z39.50 HTTP HTTP Z39.50 Z39.50 Z39.50 Z39.50 Z39.50 Z39.50 HTTP HTTP ALEPH ALEPH ALEPH ALEPH MEDLINE MEDLINE Library of Congress Library of Congress Library of Congress Library of Congress MEDLINE MEDLINE PubMed PubMed PubMed PubMed KOBV UEA UEA KOBV Kryger, Meir Author: Title: sleep

  28. 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

  29. Third Party Application Authentication System ILL Integration of MetaLib (I) Logon Process MetaLib Functions Information Resources

  30. X-Server Integration of MetaLib (II) MetaLib’s X-Server MetaLib serves as an engine Login User authentication Display resource categories Locate resources Search resources Display search status report Merge result sets Present search results

  31. 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

  32. 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.

  33. 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 Initiative Final report: http://www.diglib.org/pubs/dlfermi0408/

  34. 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.

  35. 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

  36. Thank You www.exlibrisgroup.com Tamar.sadeh@exlibrisgroup.com

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