The OpenURL and OpenURL Framework: Demystifying Link Resolution Washington DC, 29 th October 2003...

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The OpenURL and OpenURL Framework: Demystifying Link Resolution Washington DC, 29 th October 2003 Link Resolvers Explained Oren Beit-Arie Ex Libris (USA) Inc. oren@exlibris-usa.com The OpenURL and OpenURL Framework: Demystifying Link Resolution Washington DC, 29 th October 2003 Link Resolvers Explained Oren Beit-Arie Ex Libris (USA) Inc. oren@exlibris-usa.com Ex Libris (USA) Inc Slide 2 Open Linking framework and Context-Sensitive Link Servers The role of a KnowledgeBase Linking beyond the Full Text Beyond Linking Ex Libris (USA) Inc Overview Slide 3 Origins of the OpenURL The Background: Distributed information environments Multiple information discovery services eg A&I databases Rapidly growing e-journal collections Need to interlink e-collections The Problem: Limitations of existing linking solutions Information providers not libraries control the links Links not sensitive to users context the appropriate copy problem Links dependent on vendor agreements Slide 4 The REAL Problem was Libraries have no (or little) say in linking High maintenance of proprietary solutions Expensive collection not used optimally Users not well served Slide 5 Solving the Problem The OpenURL Framework: No hardwired links eg from a reference to the corresponding full text Introduction of a new component in the link process - a Link Server (OpenURL Resolver) OpenURL specification for interoperability between Information Resources and Link Servers Slide 6 Linking I Source T a r g e t s OpenURL Link Server Site Specific A p p r o p r i a t e T a r g e t s Link to referenced work reference I Context Sensitive Slide 7 The Open Linking Flow (basic) Link SourceLink Server MenuLink Target Slide 8 Menu and services under library control Direct Link No Menu: Server-to-Server (API based on OpenURL) Slide 9 For the librarian: Central administration of links (and e-journal data) Local control over what types of links are offered and to where they resolve Optimizes use of licensed resources Benefits of OpenURL linking For the user: Desktop delivery of full text when available electronically Expands the research horizons Consistency and accuracy of links Slide 10 For the information provider: OpenURL standard for outbound linking easy to implement No need for bilateral publisher agreements More inbound links more traffic to site! Meets need of libraries and end users Benefits of OpenURL linking Slide 11 October 2003: 10+ commercial link server solutions; other local home-grown solutions Hundreds of resources, databases and vendors actively participate in the OpenURL framework Hundreds (Thousands) of Insititutions Houndreds of thousands (Millions) of Users are being served. The Result Slide 12 What is the context in context-sensitive ? 1.OpenURL A service-request that transports information from the link source (referrer) to the users (requester) Link Server (resolver) 2.Resolvers KnowledgeBase Defining the librarys collection in order to determine appropriateness of services Two components come into play: Slide 13 Entities in ContextObject/OpenURL: Referent (the referenced resource) Resolver (the OpenURL resolver/link server) Referrer (the information source) Requester (the user) Referring Entity (eg citing Article) ServiceType (what is requested) ContextObject Descriptors: Identfiers By-Value Metadata By-Ref Metadata Private Data Encoding: Key/Encoded Value (KEV) XML Others Transports: HTTP(S) GET/POST Others (SOAP; OAI- PMH) Registry NISO AX: http://library.caltech.edu/openurl OpenURL v1.0 Slide 14 OpenURL: A suite of HTTP(S)-based methods to transport representations of ContextObjects. Provides: More information about the network context more means to enable context sensitive and appropriate services Support for multiple ContextObjects (SAP-2) Linking beyond the Scholarly Bibliographic Information domain: - Museum objects, Learning objects, Geo-spatial objects, video/audio, Linking beyond the Scholarly Information domain: - Cities, cars, people, companies, Slide 15 Context Sensitive Linking Framework Source T a r g e t s OpenURL Link Server User Specific A p p r o p r i a t e T a r g e t s Links to referenced works reference What to Link to? And how? Slide 16 Potential services Collections Rules OpenURL Link Server KnowledgeBase Link Server The role of the KnowledgeBase Slide 17 KnowledgeBase is used to determine appropriate links to targets: Comprehensive KnowledgeBase delivered with the Link Server Contains a set of rules for linking to different types of targets Library localizes to match local subscriptions and conditions Requires KnowledgeBase Updates Link Servers KnowledgeBase Slide 18 The Role of the Link Server Augmentation of data: Dereference Identifiers and By-Reference Metadata (OpenURL v.1.0) KnowledgeBase is used to normalize and enhance Metadata provided by the Link Source: The reference might not include an ISSN, yet the Target link (eg to the Publisher) often requires it Abbreviated titles Authors names Slide 19 The Role of the Link Server http://ceres.ingentaselect.com/vl=562772/ cl=61/nw=1/rpsv/cgi-bin/cgi? body=linker& reqidx=00335533(2000)L.45 Heckman, James J. Causal Parameters and Policy Analysis in Economics: A Twentieth Century Retrospective. The Quarterly Journal of Economics, v. 115, n1 (2000): 45- 97. http://sfx.ulib.iupui.edu/sfx_local? genre=article&atitle=Causal Parameters and Policy Analysis in Economics: A Twentieth Century Retrospective&stitle=The Quarterly Journal of Economics&date=2000&volume=115 &issue=1&spage=45&epage=97&aulast=Heckman &aufirst=James&auinit=J OpenURL: Link to: Slide 20 Holdings: E-journals OPACs ILL/DocDel Extended Services Citation Databases Encyclopedias Patent Databases Search Engines Subject Gateways Internet bookstores Research Tools .. Libraries choose! All targets must have a defined link-to syntax (which is then configured in the librarys link server Knowledgebase) Link Server Services Slide 21 Whats missing: Targets: no link-to standard ( some adopt OpenURL as a link-to syntax) Targets: Lacking description of collections (packages; date range; ) missing standards ?.. Sources: good metadata Issues Slide 22 Other Needs (1) In the beginning, most of the services provided were based on institutional affiliation (specified in the BASE_URL) More and more services and options require more granular attributes about the Requester for example: Conditional Services (faculty; tech services; undergraduate students; ) Personalization of Services; and more Slide 23 The Requester Requester (User) Attributes can come through: Environment variables (IP-address, cookies, certificates) AuthN/Z Frameworks such as Shibboleth (Internet2/MACE project) ContexObjects Requester Entity (in OpenURL v.1.0) Slide 24 Other Needs (2) An important part of the KnowledgeBase is information about the institutions collection: local collection Licensed resources And others Collections can be (and will be) distributed It is not the case that only the home Institution is responsible (licenses; creates..) for all resources that Users may have access to We need distributed rights evaluation Slide 25 CDLDoEUCDavisResources of Information LandscapeUsers Perspective Slide 26 Distributed Services UCD Link Server merged services CDLs Link Server OpenURL Slide 27 Beyond Linking (1) Resource for Document Delivery / ILL systems Query a Link Server for all electronic (and possibly also print) Holdings to facilitate docdel/ILL Especially relevant for consortia that enable direct consortia borrowing Based on a Server (DocDel/ILL) to Server (Link Resolver) query (based on OpenURL) Will make a good use of multiple ContextObjects Slide 28 Central repository for ejournal subscriptions: OpenURL Generator A-Z journal title list Utilities to export and load ejournal records (eg: full MARC) into OPAC; Portals Research Tools: Eg: Capture Citation to create linkable Reading Lists (and other integrations with E- Learning Environments) Beyond linking (2) Slide 29 New challenges for Link Servers Use of user attributes for determination of more granular link services (Requester-entity; Shibboleth) Distributed KnowledgeBase and the need to determine the actual collections for any particular user, regardless of administration/licensing organizations More varied sources and targets beyond linking scholarly textual information (with OpenURL v1.0) Slide 30 Link Servers Link Servers become a core component in libraries electronic resources infrastructure Slide 31 Oren Beit-Arie oren@exlibris-usa.com www.exlibrisgroup.com www.sfxit.com Oren Beit-Arie oren@exlibris-usa.com www.exlibrisgroup.com www.sfxit.com