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Lists, Catalogs and Portals: Models and Tools for E-Resource Access. Karen Calhoun, Associate University Librarian for Technical Services, Cornell University Library LLNE Spring Meeting April 30, 2004. What’s the Problem?. What does the library “hold”? Multiple places to look Confusing

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lists catalogs and portals models and tools for e resource access

Lists, Catalogs and Portals: Models and Tools for E-Resource Access

Karen Calhoun, Associate University Librarian for Technical Services, Cornell University Library

LLNE Spring Meeting

April 30, 2004

what s the problem
What’s the Problem?
  • What does the library “hold”?
  • Multiple places to look
  • Confusing
  • Poor leverage of investment in aggregations
  • High labor costs
  • Less than optimal service

Calhoun, LLNE

what do users want
What Do Users Want?
  • Faculty and students do more work and study away from campus
  • Loyal to the library, but library is only one element in complex information structure
  • Print still important, but almost half of undergraduates say they rely exclusively or almost exclusively on electronic materials
  • Seamless linking from one information object to another is expected

Calhoun, LLNE

toward a new library information space
Methods and tools

Web-accessible lists

New role for catalogs


Reference linking (OpenURL)

E-resource management systems


Unite print, digital and e-collections

Integrate access to all library resources

Simplify digital and e-resource management (lower costs AND improve service)

Toward a New Library Information Space

Calhoun, LLNE

what s an aggregation
What’s An Aggregation?
  • Collection of publications in electronic form
  • Differ in size, content
  • “Vanilla”
  • “Tutti fruitti surprise”

Calhoun, LLNE

types of aggregators
Types of Aggregators
  • Hosting service for publishers
  • Databases of full text (and citations/abstracts)
  • Gateways

Business Source Premier

Calhoun, LLNE

why are they here to stay
Why Are They Here To Stay?
  • One selection, one contract, many titles
  • Same scripting and security requirements
  • One interface, many titles
  • Library users WANT THEM

Calhoun, LLNE

levels of access
Levels of Access
  • Web-accessible lists
    • Browsing
    • Searching
    • Both
  • Online catalog
  • Portals
  • Reference linking

Calhoun, LLNE

what s a portal
What’s a Portal?
  • A tool for “organized knowledge discovery”
    • LCPAIG:

Calhoun, LLNE

the dream a unifying system model
The Dream: A Unifying System Model

Unified Web Interface (“Google-like”)

Authentication layer

Portal: an Integrating System

Other Libraries


Local Library








Many diverse, separate interfaces

what s a portal continued
What’s a Portal (Continued)
  • Help users easily discover what resources are available
  • Help users discover what resources are most useful for their topics
  • Provide parallel searching of multiple resources at the same time
  • Integrate and manage search results
  • Link search results to full text
  • Authenticate and authorize or block user access

Calhoun, LLNE

cornell s portal implementation part migration part new functionality

Search e-Reference metadata

Go to database from search results

Browse by subject

Authenticate users for restricted resources

Search for e-journal titles


Search at article level

Simultaneous search across multiple databases

Reference linking

Cornell’s Portal Implementation: Part Migration, Part New Functionality

Calhoun, LLNE

reference linking
Reference Linking
  • Major domain for innovation
  • Users expect fully linked information environment
  • Partnerships between content providers, database producers, and library system vendors
  • Catalog represents one element of the interlinked environment

Calhoun, LLNE




Calhoun, LLNE

open linking link resolvers
Open Linking & Link Resolvers
  • A link resolver accepts metadata (an OpenURL) from a source and presents links based on logic and business rules administered locally
  • It knows what the user has access to
  • Relies on “knowledge base”

Calhoun, LLNE

open linking link resolvers1
Open Linking & Link Resolvers

Full Text

Open linking introduces a “resolver”

into the linking process









OpenURL standardizes

this part of the



federated search what s missing
Federated search: what’s missing
  • Response time comparatively slow
  • Practical limits to number of databases that can be:
    • Configured for searching
    • Searched at once
  • Incomplete search results (also due to practical limits)
  • Lack of control over what is returned in search result sets
  • Order of search results displays not as useful as they should be
  • Other limitations on what can (or can’t) be displayed

Calhoun, LLNE

limitations of reference linking
Limitations of Reference Linking
  • No link resolver and library doesn’t have access to full text of journal
  • Have link resolver, but knowledge base is incorrect or out of date
  • Inconsistent metadata within a database and across databases
  • Bad metadata
  • Varied application of citation standards; non-use of citation standards
  • Library has full text for journal but not the volume/issue the user wants
  • Full text availability lags behind citation availability
  • No alternative to “get full text” presented
  • And on and on

Calhoun, LLNE

what do we need to do
What Do We Need to Do?
  • Figure it out together: collaborate with selectors, acquisitions staff, reference staff, information technology staff
  • Share the work with other libraries and other organizations
  • Seek creative solutions; be nimble
  • Libraries and librarians cannot win if they do not play

Calhoun, LLNE

riding the strawberry roan
Riding the Strawberry Roan

He says this here's one pony that's never been rode,And the man that gets on him is bound to get throwed.I got all het up and I asked what he'd payTo ride this old nag for a couple of days.Well, he offered me ten, and I says, "I'm your man,For the bronc isn't living that I couldn't fan."He says, "Get your saddle, I'll give you the chance."So we hopped in his buckboard and rode to his ranch.

Calhoun, LLNE

Blake, Miriam and Frances Knudson. 2002. Metadata and reference linking. LCATS 26 (3): 219-230.

Breeding, Marshall. 2004. The many facets of managing electronic resources. Computers in libraries 24 (1): 25-

Calhoun, Karen and Bill Kara. 2000. Aggregation or aggravation? Optimizing access to full text journals. ALCTS Newsletter Online 11 (1).

Calhoun, Karen. 2004. E-journal access using the catalog, federated search, and reference linking systems. Background paper for CONSER Summit.

Coombs, Karen A. 2004. Reaching the CROSSROADS of two lists for periodical holdings. Computers in libraries 24 (1): 14-

Degon, John and Liz Maisey. 2003. Linking to full text: using Serials Solutions. Conference presentation.

Friedlander, Amy. 2002. Dimensions and use of the scholarly information environment: introduction to a data set assembled by the Digital Library Federation and Outsell Inc.

Meagher, Elizabeth S. and Christopher Brown. 2004. Gold Rush: integrated access to aggregated journal text through the OPAC. LRTS 48 (1): 69-76.