PowerPoint Presentation

SSP 25th Annual Meeting: "Navigating Change" Linking Seminar

Jenny WalkerEx Libris (USA) Inc. jenny@exlibris-usa.com

OpenURL and Link Servers: a brief history1997/98 - SFX linking research work at Ghent University begins, Ex Libris/SilverPlatter as PartnersFebruary 2000 Ex Libris acquires SFX (link server) technology from GhentNovember 2000 SFX-URL submitted to NISO for standardization now called the OpenURLMay 2000 First SFX sites in live productionApril 2003 OpenURL v1.0 to trial useMay 2003 10+ commercial link server solutions; other local solutions

Solving the problemProblem: Information environments are distributed Information providers not libraries control the links. The appropriate copy problem.

Solution:The OpenURL Framework: Introduction of a new component in the link process- an institutional Link Server (such as SFX) OpenURL Specs specs 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).

History of Linking I Source T a r g e t sOpenURL User SpecificA p p r o p r i a t e T a r g e t sLink to referenced workI Context Sensitive

What is the context in context-sensitive ?

OpenURL

A links-request that transports information to the Link Server Link Server KnowledgeBase

Defining the librarys collection in order to determine appropriateness of services

Two components come into play:

A&Ie-printFull TextPortalWeb FormReference ManagerLinking e-collectionsOPACLink ServerDigital collections

A&I (Ovid) as link sourceLink SourceLink MenuLink Target

OPAC Record as link sourceTargets limited only by imagination

Link SourcesA&I databasesOPACsE-journalsE-print archives (OAi)Electronic Theses and Dissertations (ETD)Local digital repositories

All sources must provide an OpenURL

Many information providers have already implemented the OpenURL yet others have made firm commitments to doing so.

Work is also underway in prototype with CrossRef/DLF (Digital Library Federation in the US)/IDF (International DOI Foundation)/CNRI/Ex Libris/Los Alamos/OhioLink to OpenURL-enable the whole DOI domain. This means that any DOI embedded in a document eg an article reference, will result in the link being resolved by an institutions local link server if such an OpenURL-compliant link server is available to the user. This will ensure that when a user clicks on a DOI they will not be inked to an article on a publishers site if the user does not have right sof access to that article; but rather only appropriate links will be shown via the local link server. This is a potentially very important development for libraries.

E-journals OPACs ILL/DocDel Citation Databases A & I Databases Directories

Encyclopedias Patent Databases Search Engines Internet bookstores.. Libraries choose!

All targets must have a defined link-to or search syntaxLink Targets

SFX comes with pre-defined target services covering not only the ejournal providers but also target services to link to eg a range of OPACs from different vendors. Patent databases, internet bookstores.However, you can choose to link to targets of your choice, by plugging this in to SFX.To date our customers have defined and implemented many different and interesting target services eg Look for other books on this subject in Books in Print,

However, all targets must have a defined link-to or search syntax. If such a syntax is available for a service, that service can be used by SFX.

Creating links to targetsNo standards exist for linking to targets (inbound linking)

Option 1 (the old way): Use a database of predetermined links

Option 2 (the OpenURL linking way): Use a Knowledgebase with templates or sets of rules to construct a link should reflect the librarys holdingsData elements from source record used in the link

Step 1: OpenURL generated by Link Source and sent to Link Server http://sfx.mycollege.edu?genre=article&atitle=Insider%20Trading%20and%20the%20Voluntary%20Disclosure%20of%20Information%20by%20Firms&title=Journal%20of%20Banking%20and%20Finance&issn=0378-4266&date=2000-03&volume=24&issue=3&spage=395&aulast=Narayan&aufirst=Ranga

Step 2: Link Server (at sfx.mycollege.edu) extracts metadata from the OpenURLAuthor: Narayanan, Ranga
Title: Insider Trading and the Voluntary
Disclosure of Information by Firms
Journal: Journal of Banking and Finance
ISSN: 0378-4266
Date: 2000-03
Volume: 24
Issue: 3
Page: 395Step 3: Link Server matches data elements against KnowledgeBase and determines Link Services for user

Check library catalog (Innovative interfaces)http://library.mycollege.edu/search/I/?SEARCH={ISSN}Check library catalog (Innovative Interfaces)http://library.mycollege.edu/search/I/?SEARCH=0378-4266Author: Narayanan, Ranga
Title: Insider Trading and the Voluntary
Disclosure of Information by Firms
Journal: Journal of Banking and Finance
ISSN: 0378-4266
Date: 2000-03
Volume: 24
Issue: 3
Page: 395

Request ILL through ILLIADhttp://server:port/OpenURL/OpenURL?genre=article &ISSN={ISSN}&title={JOURNAL}
&aulast={AUTHOR}&atitle={TITLE}
&volume={VOLUME}&issue={ISSUE}&startPage={PAGE}

Request ILL through ILLIADhttp://server:port/OpenURL/OpenURL?genre=article &ISSN=0378-4266&title=Journal of Banking and Finance &aulast=Narayanan&atitle=Insider Trading &volume=24&issue=3&startPage=395 &serviceID=EBSCO:EconlitAuthor: Narayanan, Ranga
Title: Insider Trading and the Voluntary
Disclosure of Information by Firms
Journal: Journal of Banking and Finance
ISSN: 0378-4266
Date: 2000-03
Volume: 24
Issue: 3
Page: 395

Search Google for authorhttp://www.google.com/search?q={AUTHOR} &btnG=Google+SearchSearch Google for authorhttp://www.google.com/search?q=Narayanan, Ranga&btnG=Google+SearchAuthor: Narayanan, Ranga
Title: Insider Trading and the Voluntary
Disclosure of Information by Firms
Journal: Journal of Banking and Finance
ISSN: 0378-4266
Date: 2000-03
Volume: 24
Issue: 3
Page: 395

For the librarian: Central administration of links (and e-journal data) Local control over what types of links are offered and to where they resolve Optimizes use of licensed resources

Benefits of OpenURL linkingFor the user: Desktop delivery of full text when available electronically Expands the research horizons Consistency and accuracy of links

For the information vendor: OpenURL standard for outbound linking easy to implement. No need for bilateral publisher agreements. Meets need of libraries and end users More inbound links!

Benefits of OpenURL linking

Now widely deployed in libraries around the world Accepts OpenURL as input Uses SFX KnowledgeBase to determine appropriate links to targets: Comprehensive KnowledgeBase delivered with the SFX server Contains a set of rules for linking including rules for fine-tuning Library localizes to match local subscriptions and conditions using web-based SFX tools Regularly updated by Ex Libris

SFX: the original link server

SFX: not just about linking..

Central repository for ejournal subscriptions:

MARC enhancement of SFX
ejournal records for loading
into OPAC

Resource for unmediated document delivery requests

Citation Linker

A-Z journal title list

We love the citation linker! I know that this will be a controversial statement, but I suspect that the Citation Linker will replace the OPAC as the primary search point for journals. Michelle Wilde, Colorado State University

How many times did users click the SFX button within a specific resource?How many times was the articles full text available via the SFX menu?If the articles full text is available, how many times did users select other options from the SFX menu?

For example:SFX Statistical Reports

SFX Menu and config under library controlDirect Link to Target

SFX ImplementationLocal or Ex Libris hostingOut of the box Turn on / load local subscriptionsOut of the box Set up local OPAC, ILL, proxyCustomization options: Menu, button, extended servicesCustomization options: local Targets

CrossRef/DOI ResolutionDOIMetadata URLOpenURL and the CrossRef/DOI frameworks are compatible and complementary (requires CrossRef Library Affiliate membership)http://www.crossref.org/library.htm

Two distinct modes of integration:

CrossRef/DOI localization
- addressing the appropriate copy problem

Article-level linking for certain CrossRef publishers eg Elsevier, IEEE, APACrossRef/DOI and OpenURL linking

CrossRef/DOI Linking

OpenURL Linking Complements CrossRef IReferencesOpenURLhttp://www.sfx.edu/?
doi=10.1034/j.1399-0039.2000.560502.xhttp://dx.doi.org/
doi=10.1034/j.1399-0039.2000.560502.x

Publishers who require/prefer use of DOI for article-level linkingElsevier ScienceWileyIEEEAPAOthers..

OpenURL linking Complements CrossRef II

OpenURL and Link ResolversA step toward realizing promise of linking all librarys resourcesLow barrier for information resources to be compliantLibrary in control

New demands on link serversServer-to-server communication

Use of user attributes for determination of more granular link services

More varied sources and targets beyond linking scholarly textual information

Distributed KnowledgeBase (just-in-time models) needed to determine the actual collections for any particular user, regardless of administration/licensing organizations.

Information Landscape Users Perspective

Distributed Services

SFX Link ServerSFX Menu: merged servicesSFX Link Server

Caplan, Priscilla. 2001. A Lesson in Linking. Library Journal NetConnect supplement. Fall 2001. http://libraryjournal.reviewsnews.com/index.asp?layout=article&

articleid=CA177643

Van de Sompel, Herbert and Oren Beit-Arie. 2001. "Open Linking in

the Scholarly Information Environment Using the OpenURL Framework D-Lib Magazine. 7(3). http://www.dlib.org/dlib/march01/vandesompel/03vandesompel.html

Beit-Arie, Oren et al. 2001. Linking to the Appropriate Copy D-Lib Magazine. 9(3). http://www.dlib.org/dlib/sept01/caplan/09caplan.html

Recommended Readinghttp://www.sfxit.com/publications

If you like longer articles, those are available too.

www.exlibrisgroup.com
www.sfxit.com

jenny@exlibris-usa.com

Many information providers have already implemented the OpenURL yet others have made firm commitments to doing so.

Work is also underway in prototype with CrossRef/DLF (Digital Library Federation in the US)/IDF (International DOI Foundation)/CNRI/Ex Libris/Los Alamos/OhioLink to OpenURL-enable the whole DOI domain. This means that any DOI embedded in a document eg an article reference, will result in the link being resolved by an institutions local link server if such an OpenURL-compliant link server is available to the user. This will ensure that when a user clicks on a DOI they will not be inked to an article on a publishers site if the user does not have right sof access to that article; but rather only appropriate links will be shown via the local link server. This is a potentially very important development for libraries.SFX comes with pre-defined target services covering not only the ejournal providers but also target services to link to eg a range of OPACs from different vendors. Patent databases, internet bookstores.However, you can choose to link to targets of your choice, by plugging this in to SFX.To date our customers have defined and implemented many different and interesting target services eg Look for other books on this subject in Books in Print,

However, all targets must have a defined link-to or search syntax. If such a syntax is available for a service, that service can be used by SFX.

If you like longer articles, those are available too.