OpenURL Panel Alex Merrill, Washington State University Janet Crum, Oregon Health & Science...
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Transcript of OpenURL Panel Alex Merrill, Washington State University Janet Crum, Oregon Health & Science...
OpenURL Panel
Alex Merrill, Washington State UniversityJanet Crum, Oregon Health & Science University
Western ILLiad Users Meeting2006WSU-Vancouver
Agenda
Introduction to OpenURL (Janet) OpenURL implementation in ILLiad (Alex) SFX basics (Alex) WebBridge basics (Janet) Issues and problems (Alex and Janet) Q & A (everyone!)
What is OpenURL?
A NISO standard: ANSI/NISO Z39.88 -2004, The OpenURL Framework for Context-Sensitive Services
Sends metadata in a URL to a link resolver Link resolver presents user with menu of
links/information based on: The metadata in the openURL What the user is doing (i.e. the context, hence
“context-sensitive services”)
Versions of OpenURL
0.1 – original version developed at CalTech and signed over to ExLibris
1.0 – official NISO standard approved and in place
Major differences: Format of openURL 1.0 offers greater flexibility – more formats, more
genres, etc. 0.1 used by many origins; a few (e.g. ISI Web
of Knowledge) using 1.0
Example: OpenURL 0.1
From EBSCOHost:
http://catalogs.ohsu.edu:4550/resserv?genre=article&issn=07309295&title=Information+Technology+%26+Libraries&volume=22&issue=3&date=20030901&spage=129&sid=EBSCO:lxh&atitle=The+Development+of+the+NISO+Committee+AX's+OpenURL+Standard.&authfull=Hendricks%2c+Arthur&pagect=5
Example: OpenURL 1.0From ISI Web of Knowledge:
http://catalogs.ohsu.edu:4550/resserv?&url_ver=Z39.88-2004&url_ctx_fmt=info:ofi/fmt:kev:mtx:ctx&rft_val_fmt=info:ofi/fmt:kev:mtx:journal&rft.atitle=The+development+of+the+NISO+Committee+AX%27s+OpenURL+standard&rft.aulast=Hendricks,+A&rft.date=2003&rft.epage=133&rft.issn=0730-9295&rft.issue=3&rft.spage=129&rft.stitle=INFORMATION+TECHNOLOGY+AND+LIBRARIES&rft.volume=22&rfr_id=info:sid/www.isinet.com:WoK:XS&rft.genre=unknown
What is a Link Resolver?
Software that receives an openURL and provides a menu of choices based on What is in the openURL How the resolver is configured: Library holdings,
rules for offering various links, link syntax, origins and targets
Origins and Targets
Origin: The source of the openURL (e.g. EBSCOHost, ISI Web of Knowledge)
Target: The target of a link generated by a link resolver (e.g. a source of full text, an ILLiad request form)
Note: The OpenURL standard defines how openURLs are constructed by origins. Targets can do whatever they want.
But Why Have a Link Resolver? Solve the appropriate copy problem Improved resource discovery: present
resources and services at the point of need Make the user’s life easier by transferring
metadata to target (e.g. ILL form) Reduces typographical errors Provides more complete citation information Less work for the user
OpenURL in ILLiad I
In the past OpenURL support had to be installed as an “add-on”
It involved manually adding the OpenURL service to the server. It could mean you actually had to (on Windows NT Server 4.0): Install the JRE 1.3.1 Set up a virtual directory and ISAPI Filter for the
service in IIS In some cases even required manually editing the
registry so the service ran automatically
OpenURL in ILLiad II
In the current version of ILLiad (7.X.X.X) the ILLiad DLL is OpenURL “aware”.
Atlas says as long as your webpages are functional so should OpenURL.
A few caveats: Uninstall any OpenURL services pre 6.4
OpenURL If you want customized logon pages for ILLiad
customize the pages they supply.
OpenURL in ILLiad III
Ensure your OpenURL service (SFX/Webridge) points to the right URL.
Single site: http://Yourilliadserver/illiad/illiad.dll/OpenURL
Shared site: http://Yourilliadserver/illiad/<NVTGC>/illiad.dll/OpenURL
For WSU Pullman: https://wsu.hosts.atlas-sys.com/illiad/PUL/illiad.dll/OpenURL
OpenURL in ILLiad IV
Checking the Information ILLiad is receiving [OCLC] OpenURL Deconstructor Tool http://partneraccess.oclc.org/wcpa/servlet/OUExplain2
https://wsu.hosts.atlas-sys.com/illiad/PUL/illiad.dll?ILLiadRedirect=OpenURL&sid=ProQ%20(Via%20SFX)&date=2006-07-16&issn=0377-2217&issue=2&volume=172&atitle=A%20taxing%20problem%3A%20The%20complementary%20use%20of%20hard%20and%20soft%20OR%20in%20the%20public%20sector&spage=666&genre=article&title=European%20journal%20of%20operational%20research
Integrating the OpenURL into the Mapping table: Knowing what fields are being sent and also knowing where you want that information to be held in an ILLiad request.
ILLiad OpenURL Summary
Current ILLiad version is OpenURL aware out of the box.
Being able to ‘see’ what OpenURL info ILLiad is being pushed and where ILLiad is placing that info is where “the rubber meets the road”
SFX at a glance
Ex Libris Product Highly customizable Can be very tightly integrated with Library
web sites Utilizes MySQL as a “backend” Knowledgebase of sources and target vendor
supplied Vibrant user community
Setting up ILLiad in SFX
http://www.atlas-sys.com/documentation/illiad/content/HowtoaddILLiadtoSFX.pdf
The default SFX Parser for ILLiad Special Cases:
Dates that include the day PMID and Eric Numbers These special cases are not handled well with the
out of the box SFX Parser and a Standard ILLiad mapping table setup.
SFX Summary
The out of the box SFX parser for ILLiad needs some tweaking and an assessment and possible reconfiguration of the OpenURL Mapping table in ILLiad.
Customization of the Parser is relatively painless if you have some Perl knowledge or some general programming knowledge and a good Perl reference book
The default SFX Parser for ILLiad At WSU we have customized our parsers to:
Year-month-day into the PhotoJournalYear field Appended the PMID and ERIC numbers to the
end of the article title. Along with other various maintenance deals –
cleaning up the meaningless symbols etc.. Default Parser Customized Parser
Overview of WebBridge
Produced by Innovative Interfaces Integrates nicely with Web OPAC; shares
electronic holdings database with ERM module
Uses mysql database for both holdings and configuration
No knowledgebase a la SFX; library must configure
Configuring WebBridge: TargetsNote: Targets are called “resources” in
WebBridge Assign to a category Enter link syntax using field selectors (details
to follow) Choose filters and data/field tests (details to
follow) – determine whether or not to offer a link
Configuring WebBridge: Field Selectors and Link Syntax
Link syntax Template for creating a link to a target Example: https://illiad.ohsu.edu/illiad/ill/illiad.dll/OpenURL?
sid=#@SID#&genre=article&issn=#@ISSN#&aulast=#@AULAST#&aufirst=#@AUFIRST#&atitle=#@ATITLE#&issue=#@ISSUE#&title=#@TITLE-NOAMP#&stitle=#@STITLE#&spage=#@SPAGE#&epage=#@EPAGE#&volume=#@VOLUME#&date=#@DATE#
#@ISSN# is a placeholder for ISSN as defined in field selector Field selectors
Capture information from incoming openURL Can manipulate this information with regular expressions Example: ISSN field selector uses regular expression to remove
hyphen; ISSN-HYPHEN field selector uses regular expression to ensure there is a hyphen; YEAR field selector strips out anything in DATE field of openURL other than year.
Configuring WebBridge: Filters and Data Tests Filters
Groups of one or more origins If a filter is assigned to a target, that target won’t be offered
from any origin in that filter Use when you never want to offer a target from a given
resource Data and Field Tests
Logic to determine whether or not a link should be offered Offer link if certain openURL fields match values in
coverage database, if certain field exists (or does not exist) in incoming openURL
Example: Offer link to article request if genre=article
Types of problems
Problems associated with open URLs in general Multiple points of failure (origin, link resolver, target) Inconsistent data from origin to origin (short title vs. full title,
etc.) Supplements Incomplete data from origin
Problems specific to ILLiad Problems specific to SFX Problems specific to WebBridge
Titles with ampersands truncated
For more information…
CalTech Library’s OpenURL page: http://library.caltech.edu/openurl/default.htm
SFX Sources (OpenURL-Enabled Resources): http://www.exlibrisgroup.com/sfx_sources.htm
SFX Targets: http://www.exlibrisgroup.com/sfx_targets.htm
WebBridge Tutorial (CSDirect login/password required): http://csdirect.iii.com/tutorials/wbridge/