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Library Technology Pre-Conference: Portals in Libraries June 25, 2004 Krisellen Maloney University of Arizona Libraries

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Library Technology. Pre-Conference: Portals in Libraries June 25, 2004 Krisellen Maloney University of Arizona Libraries. references:. - PowerPoint PPT Presentation

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Page 1: Library Technology

Library Technology

Pre-Conference: Portals in Libraries

June 25, 2004

Krisellen Maloney

University of Arizona Libraries

Page 2: Library Technology

references:

Atkins, Daniel E., et. al. 2003. "Revolutionizing Science and Engineering through Cyberinfrastructure: Report of the National Science Foundation Blue Ribbon Advisory Panel on Cyberinfrastructure."

Dempsey, Lorcan. 2003. “The Recombinant Library:Portals and People.” Journal of Library Administration, 39, 4:103-136.

Maloney, Krisellen & Paul Bracke. “Library Portal Technologies.” Forthcoming Journal of Library Administration.

McLean, Neal & Clifford Lynch. 2004. “Interoperability between Library Information Services and Learning Environments – Bridging the Gaps.” A Joint White Paper on behalf of the IMS Global Learning Consortium and the Coalition for Networked Information.

Page 3: Library Technology

overview

motivation: current issues the library portal services: a changed perspective service-oriented technology

libraries learning research

issues for planning

Page 4: Library Technology

motivation: current issues

moving from a centralized access system to multiple distributed systems

increased availability of information from multiple resources

library services are often bundled based on library infrastructure

the user is responsible for understanding the history and operation of the library

Page 5: Library Technology

motivation: current issues

“There is a growing acceptance that simply making resources available without an additional level of services may not be very effective”

(McLean & Lynch p.3)

Page 6: Library Technology

the library portal

a software suite that provides users with customized access to information resources and tools

a continuum of strategies that provide a range of integration levels ‘p-portals’ provide integrated access to

content at the user-interface level ‘m-portals’ provide integrated access at a

programming level

Page 7: Library Technology

Library Portal

Repositories

LicensedContent

Vetted FreeResources

Libraries

Museums andArchives

p-portal framework

pres

enta

tion

• customized selection of resources

• customized presentation

• services such as RSS reader

info

rmat

ion

Page 8: Library Technology

Library Portal

LicensedContent

Vetted FreeResources

Libraries

Museums andArchives

m-portal framework

Repositories

pres

enta

tion

info

rmat

ion

m-portal framework allows services to be presented to the user at a more meaningful level of abstraction (e.g.): allows libraries to design services that require multiple interactions with numerous services simplifies and unifies the presentation of information for users provides a means to move information between library systems and services

inte

grat

ion

Page 9: Library Technology

services: a changed perspective

“It is sometimes suggested that content is king, that the major imperative is to make collections available”…

“Appropriate services make our collections come alive”

(Dempsey p.28)

Page 10: Library Technology

services: a changed perspective

current systems typically organized around data resources

the integration layer can allow us to reorganize our systems to better support user services

Page 11: Library Technology

services: a changed perspective

Two types of services: services that directly support the user services that support other services

Page 12: Library Technology

Library Portal

LicensedContent

Vetted FreeResources Libraries

Museums andArchives

service-oriented technology

Repositories

pres

enta

tion

info

rmat

ion

inte

grat

ion

metasearchingtools

obtainingresources

result set management

knowledgemanagement

• applications that support user tasks

• retain context (e.g., state, user)

• use standard services

Page 13: Library Technology

Library Portal

LicensedContent

Vetted FreeResources Libraries

Museums andArchives

service-oriented technology

Repositories

pres

enta

tion

info

rmat

ion

inte

grat

ion

metasearchingtools

obtainingresources

result set management

knowledgemanagement

StandardHarvester

(OAI)

StandardBroadcast

(Z39.50,SRU/SRW)

LocationResolver

(OpenURL)

SearchAdapters

(non-standard)

Citation Management

Services

Alerting and Notification

Services

PreferenceManagement

Services

ResourceManagement

Services

InterlibraryLoan

Service

CirculationManagement

Services

Page 14: Library Technology

service-oriented technology

On integration of information and learning environments:

“This approach requires a conceptual shift away from a traditional systems architecture viewpoint to one where applications become defined by the service provided and the services that can be accessed.”

(McLean & Lynch p. 14)

Page 15: Library Technology

service-oriented technology

NSF Cyberinfrastructure specifies a service layer that includes: Data, information, knowledge

management services Collaboration services

Page 16: Library Technology

Library Portal

LicensedContent

Vetted FreeResources Libraries

Museums andArchives

service-oriented technology

Repositories

pres

enta

tion

info

rmat

ion

inte

grat

ion

metasearchingtools

obtainingresources

result set management

knowledgemanagement

StandardHarvester

(OAI)

StandardBroadcast

(Z39.50,SRU/SRW)

LocationResolver

(OpenURL)

SearchAdapters

(non-standard)

Citation Management

Services

Alerting and Notification

Services

PreferenceManagement

Services

ResourceManagement

Services

InterlibraryLoan

Service

CirculationManagement

Services

University Portal

ResearchEnvironment

LearningEnvironment

Page 17: Library Technology

centralized services/registries

services that are used by many systems (e.g., institutional, national) to improve services terminology services collection and service registries authentication/authorization services

Page 18: Library Technology

LicensedContent

Vetted FreeResources Libraries

Museums andArchives

service-oriented technology

Repositories

pres

enta

tion

info

rmat

ion

inte

grat

ion

metasearchingtools

obtainingresources

result set management

knowledgemanagement

StandardHarvester

(OAI)

StandardBroadcast

(Z39.50,SRU/SRW)

LocationResolver

(OpenURL)

SearchAdapters

(non-standard)

Citation Management

Services

Alerting and Notification

Services

PreferenceManagement

Services

ResourceManagement

Services

InterlibraryLoan

Service

CirculationManagement

Services

University Portal

ResearchEnvironment

LearningEnvironment

Library Portal terminologyservices

collectionservices

authenticationservices

Page 19: Library Technology

terminology services

services that provide alternate terms that can be used expand a search

experimental and limited in scope at this time

Page 20: Library Technology

collection services

registries that share information about collections and services

most effective if machine level integration is available

currently registries of Z39.50 services exist

the focus of a NISO metasearch study group

Page 21: Library Technology

authentication/authorization

authentication: verifies that you are who you say you are

authorization: determines if you are allowed to use a resource

single-sign-on: a methodology for passing your credentials so that all systems know who you are

Page 22: Library Technology

identity management

identity management provides a framework that allows authentication/authorization information to: be administered have common definitions of attributes provide a mechanism to ensure privacy allow multiple trust relationships

shibboleth is an example for universal access it will be necessary to develop

and use (international) standards the focus of a NISO metasearch study group

Page 23: Library Technology

issues for planning

identify services (applications) that are important to users

identify generalizations of common services (tools) that support other services

conceptualize library technology as an integrated whole

Page 24: Library Technology

issues for planning

integration services simplify access for users automates system to system communication uses information about the user to make

decisions standards are emerging but not sufficient there is an enormous amount of new

configuration metadata that must be developed to hide complexity from the user

Page 25: Library Technology

issues for planning

Examples of configuration metadata: metasearching:

collection description result set mapping

link resolution mapping citation information to OpenURL mapping OpenURL to target URL creating display ordering rules etc.

Page 26: Library Technology

issues for planning

without the presence of robust standards integration is expensive and time-consuming

understand the configuration that will be required and determine who is responsible for maintenance

Page 27: Library Technology

Thank you

Krisellen Maloney, Ph.D.

Digital Library Information Systems

University of Arizona

Tucson, Arizona

[email protected]

Page 28: Library Technology

StandardFederated (Z39.50,

SRW, SRU)

StandardHarvesters (OAI)

Non-StandardSearch Adapters

Open URLResolvers

Alerting andNotificationServices

ResourceManagement

Services

CitationManagement

Services

Save/re-executeSearch Service

Proxy ServicesCirculation

ManagementServices

User Account/Preference

ManagementServices

Learning ManagementSystems

Library Portal

Integration

InformationResources

Institutional Portals

Global Services

Local/InstitutionalServices

Presentation

Ses

sio

nC

onte

x tS

ervi

c es

LocalRepositories

LicensedContent Vetted Free

Resources

Libraries,Museums &

Archives Local LibrarySystem

StandardBroadcast (Z39.50,

SRW, SRU)

StandardHarvesters (OAI)

Non-StandardSearch Adapters

Open URLResolvers

Alerting andNotification

Services

ResourceManagement

Services

CitationManagement

Services

Save/re-executeSearch Service

Proxy ServicesCirculation

ManagementServices

User Account/Preference

ManagementServices

MetasearchingTools

Reference/Help Result SetManagement

KnowledgeManagement

Discover Access Use

TerminologyServices

Collection andService

Registries

AuthenticationServices

UserPreferences

Services

Local ServiceConfigurations

ServicesSave/re-executeSearch ServiceLocal Indexing

Services