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MetaLib and SFX: The Library Portal and Link Server from Ex Libris

MetaLib and SFX: The Library Portal and Link Server from Ex Libris. Tamar Sadeh Marketing Manager Tallinn, September 2005. MetaLib and SFX: Current Status. SFX origins: a research project at the Ghent University, Belgium conducted by Herbert Van de Sompel; collaborating with Ex Libris

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MetaLib and SFX: The Library Portal and Link Server from Ex Libris

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  1. MetaLib and SFX: The Library Portal and Link Server from Ex Libris Tamar Sadeh Marketing Manager Tallinn, September 2005

  2. MetaLib and SFX: Current Status • SFX origins: a research project at the Ghent University, Belgium conducted by Herbert Van de Sompel; collaborating with Ex Libris • MetaLib origins: a research project at the KOBV consortium in Germany; collaborating with Ex Libris • First live SFX system: April 2001 at Caltech, USA • First live MetaLib system: November 2001 at University of Technology, Sydney, Australia

  3. MetaLib and SFX: Current Status • Today: almost 900 customers in 37 countries • 58% non-ALEPH sites • 68% consortia members • OpenURL approved as a NISO standard (Z39.88)

  4. New Challenges • Institutions offer a wide range of electronic resources: • Individual e-journals • Packages of e-journals • Abstracting and indexing (A&I) databases • Local repositories • Subject gateways • Other Web sites • These need to be efficiently managed and offered to end users

  5. User’s Concerns • Where do I look for information? • How do I get access to licensed resources? • How do I make a query? • How do I get accurate results? • How do I compare lists of results? • How do I navigate to related resources? • How do I obtain the actual materials? • How do I maintain my environment and manage my findings?

  6. What is MetaLib?

  7. MetaLib offers you • Resource discovery and access • Metasearching across heterogeneous resources, simultaneously • My Library Portal • SFX, delivering context-sensitive services

  8. My Library Portal • Personal resource lists • Personal eShelf with multiple folders • Personal e-journal list • Personal query list (history) • Personal alerts • Personal preferences

  9. OPAC Portals e-print A&I Full Text Web Citations eTOC

  10. Full Text A&I e-print Web Citations Constraints of Previous Linking Frameworks • Non context-sensitive • Limited in scope: • types of extended services • action radius of links • Closed • The “appropriate copy” problem

  11. Linking Server History of Linking Source OpenURL Context A p p r o p r i a t e T a r g e t s T a r g e t s

  12. The SFX Flow SFX Source SFX Menu SFX Target

  13. Step 2: The link server (at sfx.mycollege.edu) extracts metadata from the OpenURL Author: Anderson, DavidTitle: The deterrence hypothesis and picking pockets at the pickpockets hanging Journal: American Law and EconomicsISSN: 1465-7252Date: 2002Volume: 4Issue: 2Page: 295 Step 3: The link server: matches data elements against the link server's knowledge base, determines the appropriate services, computes the links, and displays the menu Step 1: An OpenURL generated by the source and sent to the link server http://sfx.mycollege.edu?genre=article&atitle=The deterrence hypothesis and picking pockets at the pickpockets hanging&title=American Law and Economics&issn=1465-7252& date=2002&volume=4&issue=2&spage=295&aulast=Anderson&aufirst=David

  14. SFX Sources versus SFX Targets SFX Source: Supports the OpenURL. Enables the generation of extended services by the SFX server at the user’s institution. SFX Target: Supports deep linking to provide, for instance: • Full text of an article • Holdings information • Document delivery form • Book reviews arXiv.org, EBSCO, ISI WoS, IOP, ProQuest, Ovid, SilverPlatter ERL, OCLC FirstSearch, Elsevier ScienceDirect Ex Libris ALEPH 500, III Innovative, Endeavor Voyager, SIRSI Unicorn, LIBRIS Union Catalog Amazon.com; Syndetics Academic Press, Cambridge University Press, Highwire, Kluwer, Springer, Swets, Wiley The British Library, InfoTrieve, IBID www.exlibrisgroup.com

  15. The SFX Knowledge Base • Coverage (September 1, 2005): 454,290 journal titles, of which 32,684 are unique e-journal titles; 384,758 individual e-journal portfolios;171,975 e-books; 1028 targets (946 provide full text) • Rules: predefined rules (thresholds) and localized rules for fine-tuning • Tools: Web-based tools for management • Statistics and reports: usage of resources and services • Updates: central KnowledgeBase maintained by Ex Libris; automated updates

  16. Citation Linker SFX Menu Journal Title List SFX Knowledge Base Library Portal Tool for VLE MARCit! Unmediated DocDel requests Library Catalogue

  17. Implementation of SFX and MetaLib • Installation: Solaris or Linux (on site) or hosted • Training: 2 days for SFX; 3 days for MetaLib • Localization: • KnowledgeBase • Branding • Integration with local environment: authentication system, ILL or Document delivery system, proxy server, course management systems • Configuration of additional resources and services

  18. Thank you! Tamar Sadeh Tamar.sadeh@exlibrisgroup.com

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