New Technology Overview

1. New Technology Overview Lisa Goddard Emerging Services Librarian Memorial University Libraries November 3, 2003

2. Outline I. OpenURL – Full Text Linking • Purpose • Benefits • How does it work? II. ASIN Resource Discovery and Management Service • The RFP process • Major components of ASIN RDMS

3. Outline Cont’d III. The MUN Portal (my.mun.ca) • Purpose? • Demonstration of interface • Developing a Library Channel

4. What is OpenURL? • OpenURL is a NISO standard • Link Resolver software uses the OpenURL standard e.g. SFX, Godot, V-link, Article Linker • Unified interface to the diverse collections that a library hosts locally or has rights to externally • Creates links from citations to full text resources based on your library’s holdings

5. Closed Linking Currently we have closed linking • Links to FT resources controlled by citation provider • We provide profiles of our electronic holdings to individual index publishers (e.g. Silver Linker) • Requires constant updating & duplication of work for each vendor profile • Prone to errors and inconsistencies • Doesn’t scale well

6. Benefits of Open Linking • One master list of all available resources and institutional holdings. • Puts link resolution into the hands of the library, not the vendors. • Presents links based on our preferred resources and services.

7. Elements of Open Linking Open linking has three key elements: • Referrer/Source = Citation provider (Electronic Index) • Link Resolver = Performs the comparison between cited article and library holdings, displays the results as links to appropriate resources • Target = article level link

8. Referring Resource – Citation Provider Link button contains citation information encoded into an URL.

9. OpenURL Syntax URL carries citation metadata: Server name and domain ? Indicates beginning of parameters = Divides field name from value & Indicates start of new field http://resolver.mun.ca/resolve?issn=1468-4527&title=Online Information Application or file to process data Name of field Value of field

10. OpenURL Query Statement http://server.mun.ca/resolver/ ?sid=ukoln:ariadne (vendor ID : database ID) &genre=article &atitle=Information%20gateways:%20collaboration%20on%20content &title=Online%20Information%20Review &issn=1468-4527&volume=24 &spage=40&epage=45 &artnum=1 &aulast=Heery&aufirst=Rachel

11. Link Resolver • Citation information is passed to the library’s link resolver server • Citation information from referrer is checked against master list of all available resources and institutional holdings • Creates custom link for each appropriate resource/ service using metadata from referrer

12. Link Resolver • Will create multiple links if the article is available through more than one vendor. • Library applies rules about “appropriate copy” and user permissions • Library indicates which links to other services should also display in results • e.g. OPAC search link, Google search link, document delivery request button, Cisti Source search link

13. Link Resolver - Results

14. Open Linking: Overview Target Link to FT article from aggregator Citation Provider MUN Link Resolver Link Citation Metadata Carried in URL Target Local Holdings & Appropriate Copy Link Link to Google Search Link Target Link to send request to Relais

15. ASIN RDMS – Where are we now? • Resource Discovery and Management Service • Request for proposal (RFP) released September, 2003 http://interuniversity.ns.ca/tenders/ASIN_RFP.pdf • RFP closed on October 27th, 2003. • Vendors required to submit point by point response to requirement list. • Vendors also required to provide a working demo of their solution.

16. ASIN RDMS – Major Components Authentication • Single sign in to authenticate against proxy, catalogue, Relais • Login information carried through entire session • Integrate login with MUN LDAP server Pathfinder Model • Subject as main point of entry • Ability to customize metasearch targets based on subject area chosen • Ability to add customization to searches from a given page (e.g. indicate terms that should always be included)

17. ASIN RDMS – Major Components Metasearching • Simultaneous searching of multiple library catalogues, indexes and full text resources • Ability to return integrated/deduped list of search results. • Simple and advanced search interfaces w/ Boolean support • Must also provide access to native vendor interfaces Full text linking (OpenURL) • Portal must act as the referrer and resolver of full text links. • Links to Full text resources, predefined web searches, Relais requests must appear beside integrated result lists

18. ASIN RDMS – Major Components Customization • Every subject area can have a completely customized look and feel (e.g. news feeds, images, forms, predefined searches, thumbnails, page layout) • Users can save personalized metasearch preferences, search strategies, register for alerting services • Uses login information to present users only with collections and resources that they have the right to search and retrieve. Direct requests to Relais • Button to request any resource through Document Delivery • Carries citation information and user login information

19. ASIN RDMS – The Selection Process • Received responses from 8 vendors. • A sub-committee will filter and shortlist products based on vendor responses. • Short listed vendors willbe invited to Halifax for demonstrations. • Final choice will be made based on those presentations. • Decision anticipated by December 2003.

20. ASIN RDMS – Implementation Process Stage 1 • Steering committee formed to oversee implementation. • Software installed in a usable, initial version by June 2004. Stage 2 • Steering committee creates a development working group to shape ongoing development and governance of RDMS

21. MUN Portal – my.mun.ca • The MUN portal is a collection of separate data sources integrated into a personalized, customizable web page. • Each of these sources is called a “channel” • Channels are organized into three major categories: • Courses – Academic services • News – Information and Events • Student Life – Classifieds, personal bookmarks, surveys, email • Offers users a single login to most services.

22. MUN Portal – User customization • Content is pushed out to end-users based on their personal profile & relationship to the university • User chooses what content is displayed on his/her web portal layout. • Can add/remove channels according to need or interest • Can subscribe to specific news feeds & services

23. MUN Portal – Demo http://my.mun.ca/ Login with plato username/password

24. MUN Portal – Library Channel According to student surveys, the library is the most requested channel. Possible content: 1) Unicorn Information • Reserve Lists (by course & section) • Overdues & Other Notices • Request Status e.g. The item you have on hold is now available for pick-up

25. MUN Portal – Library Channel 2) Website Information • News streaming • Info/Services to Distance Users • Course Instruction Materials (by course and section) e.g. Your psych 101 class has a tutorial this Friday at 1pm e.g. There is research material available for Geo 400 • Branch Specific Information e.g. Health Sciences users can request custom online searches e.g. Marine users may be interested in our new marine dynamics database • Ask a librarian/Virtual Reference

26. FIN