Understanding Services and Targets in SFX: A Comprehensive Guide

1. SFX Targets SFX Training, 2005

2. Key:1234-5678 SFX Menu Service 1 Service 2 The Flow of an SFX Request GenericRequest Object Source … OpenURL metadata "container" Target Parser SFX KB … thresholds checked URL

3. Targets and Target Services • Where a user “lands” • Services are the “facilities”: • A ‘getAuthor’ service would run a search on an author’s name • A ‘getFullTxt’ service would link to the full text of a particular article from a Target publisher • A ‘getHolding’ service would link to a record in a library catalog • Targets must have a link-to syntax that supports the Service • The Target table contains information on services into which linking is possible, e.g. full text repositories, OPACs, citation databases, or Internet search engines.

4. TARGETS EBSCO A.S.P. provides: getFullTxt, getTOC Library Catalog provides: getHolding JSTOR A&S I provides: getFullTxt Oxford U. Press provides: getFullTxt, getAbstract WWW Search Engines provides: getWebSearch RefWorks provides: getReference Service links between Sources and Targets SOURCES CSA requests: getFullTxt getTOC getHolding getDocumentDelivery getAbstract getWebSearch getReference getCitedJournal etc… Source Services link to Target Services = conceptual links that will be presented in SFX Menu if certain requirements (Thresholds) are met ….

5. Database Tables SOURCE TARGET OBJECT SOURCESERVICE TARGETSERVICE OBJECT PORTFOLIO

6. Object Portfolios • A 'hook' … where OBJECTS and TARGET SERVICES meet • Generally held to represent sets of journals from particular publishers • Contain: • ISSN • Date threshold information • PARSE_PARAM (jkey) information, if necessary for linking • Global Object Portfolios provided by Ex Libris as part of the KnowledgeBase; localized by customers … must be activated!

8. Target Parsers • Programs used by SFX to link to Targets; which one to use is indicated in Target Service "parser" field • Use information from: • GenericRequestObject • Original OpenURL sent by Source • Fetch operation (if any performed) • SFX metadata augmentation • PARSE_PARAM field in TARGET SERVICE and OBJECT PORTFOLIO tables, as appropriate • Provided by Ex Libris; symbolically linked to sfx_global instance

9. PARSE_PARAMS and Target Parsers • In the TARGET SERVICE table: parameters that apply to the whole Target Service ->syntax: url=base_URL_of_Target (include http:// !) • In the OBJECT PORTFOLIO table: parameters that apply to one particular Object Portfolio ->syntax: jkey=fill_in_your_jkey

10. TARGET: OXFORD_UNIVERSITY_PRESS SERVICE: getFullTxt PARSER: OUP::OUP PARSE_PARAM: url1=http://www.oup.co.uk/jnls/online/ & url2=http://www3.oup.co.uk TARGET_SERVICE: OXFORD_UNIVERSITY_PRESS getFullTxt ISSN: 0001-9909 TITLE: AFRICAN AFFAIRS PARSER: PARSE_PARAM: jkey=afrafi TARGET_SERVICE: OXFORD_UNIVERSITY_PRESS getFullTxt ISSN: 0006-3444 TITLE: BIOMETRIKA PARSER: PARSE_PARAM: jkey=biomet Target Parsers

11. Target Parsers package TargetParser::OUP::OUP; use TargetParser; @ISA = qw(TargetParser); sub getFullTxt { my ($this,$genRequestObj) = @_; my $publication_year = $genRequestObj->{'year'}; my $volume = $genRequestObj->{'volume'}; my $issue = $genRequestObj->{'issue'}; my $startPage = $genRequestObj->{'startPage'}; my $host1 = $genRequestObj->parse_param('url1'); my $host2 = $genRequestObj->parse_param('url2'); my $short_name = $genRequestObj->parse_param('jkey'); return $host1 unless length($short_name); $url = "$host2/$short_name/contents/"; if ($volume =~ /^\d+$/ && $issue =~ /^\d+$/) { $url = sprintf "$host2/%s/hdb/Volume_%.2d/Issue_%.2d" , $short_name , $volume , $issue; } if ($volume =~ /^\d+$/ && $issue =~ /^\d+$/ && $startPage =~ /^\d+$/) { $url = sprintf "$host2/%s/hdb/Volume_%.2d/Issue_%.2d/pdf/%d%.4d.pdf" , $short_name , $volume , $issue , $volume , $startPage; } return $url; }

12. base_URL from TARGET SERVICE table jkey from OBJECT PORTFOLIO table object metadata from original Source request (GenericRequestObject) URL Structures http://www3.oup.co.uk/biomet/hdb/Volume_89/Issue_01/pdf/890023.pdf User sees: Neuhaus, J. et al. "The analysis of retrospective family studies" Biometrika (ISSN 0006-3444) Volume 89, issue 1, page 23

13. TARGET_SERVICE: NEW_TARGET_LOCAL SERVICE: getFullTxt OBJECT_LOOKUP: Y PARSER: Generic PARSE_PARAM: IF (ISSN,year) “http://www.publisher.com/” ISSN “/” year “/index.html” IF (ISSN) “http://www.publisher.com/” ISSN “.html” TARGET_SERVICE: NEW_TARGET_LOCAL getFullTxt ISSN: 0000-0001 TITLE: JOURNAL 1 PARSER: PARSE_PARAM: TARGET_SERVICE: NEW_TARGET_LOCAL getFullTxt ISSN: 0000-0002 TITLE: JOURNAL 2 PARSER: PARSE_PARAM: Using the Generic Target Parser • In a Target Service:

14. TARGET: OXFORD_UNIVERSITY_PRESS SERVICE: getFullTxt PARSER: OUP::OUP PARSE_PARAM: url1=http://www.oup.co.uk/jnls/online/ & url2=http://www3.oup.co.uk TARGET_SERVICE: OXFORD_UNIVERSITY_PRESS getFullTxt ISSN: 0001-9909 TITLE: AFRICAN AFFAIRS PARSER: Generic PARSE_PARAM: IF (ISSN) “http://africanaffairs.org” TARGET_SERVICE: OXFORD_UNIVERSITY_PRESS getFullTxt ISSN: 0006-3444 TITLE: BIOMETRIKA PARSER: PARSE_PARAM: jkey=biomet Using the Generic Target Parser • In an Object Portfolio:

15. TARGET_SERVICE: SFX_FAQ_LOCAL getWebService PARSER: Generic OBJECT_LOOKUP: N PARSE_PARAM: IF () “http://library.edu/sfxdocs/faq.html” Using the Generic Target Parser • For a static Web page:

16. Username/Passwords in Parse_Params **These types of Targets are listed in the “Target Configuration” document

17. Putting a Proxy into the Picture SFX Server Source OpenURL + SFX Database • To set this up, you must: • Set up the proxy setting under ‘Menu Configuration’ in the Admin Center • Check off the ‘proxy’ box in the KB P R O X Y … http://ezproxy.lib.university.edu:2048/ login?url=http://www.sciencedirect.com /science/journal/03064603

18. Shortcomings: • Centralized resolution does not address “appropriate copy” problem: • Full text from aggregator service • Full text held locally • Print copy available • No option for alternative services DOI Linking

19. DOI link DOI Server OpenURL Aware Server DOI Metadata SFX Compliments DOIs/CrossRef: • Local SFX servers improve services for DOI links OpenURL

20. Server Metadata DOI DOIs/CrossRef compliment SFX: • Article-level DOIs improve Target • link-to syntaxes DOI link

21. www.exlibrisgroup.com/sfx.htm sfx_help@exlibris-usa.com