Delivering Articles Using OpenURL. Ann Apps MIMAS, The University of Manchester

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Delivering Articles Using OpenURL Ann Apps MIMAS, The University of Manchester

Outline OpenURL for delivering articles Zetoc as an example service OpenURL Framework: NISO standard Z39.88-2004 Other uses of OpenURL User opinions of OpenURL 2005-03-01 EPSG: Publishing 2005 / OpenURL 2

Zetoc Current awareness and document delivery service Journal articles and conference papers Covers every imaginable subject Based on The British Library s Electronic Table of Contents data 2005-03-01 EPSG: Publishing 2005 / OpenURL 3

Zetoc Availability Data provided by The British Library Developed and hosted at MIMAS Service and development funding from JISC (Joint Information Systems Committee of HEFCE) Available free to researchers, learners and teachers in UK HE and FE and NHS Available to others by subscription 2005-03-01 EPSG: Publishing 2005 / OpenURL 4

2005-03-01 EPSG: Publishing 2005 / OpenURL 5

Using Zetoc Search via Web interface Email Alert Table of Contents of new issues Saved search: title keywords or author Z39.50 for m2m information retrieval Metasearch Personal Bibliographic Databases 2005-03-01 EPSG: Publishing 2005 / OpenURL 6

2005-03-01 EPSG: Publishing 2005 / OpenURL 7

2005-03-01 EPSG: Publishing 2005 / OpenURL 8

2005-03-01 EPSG: Publishing 2005 / OpenURL 9

Linking to Full Text Translate citation into URL link Standard interoperable metadata OpenURL version 0.1 de facto standard used by Zetoc 2005-03-01 EPSG: Publishing 2005 / OpenURL 10

Zetoc OpenURL v0.1 http://openurl.ac.uk/athens:man/? sid=mimas:zetoc &genre=article &atitle=phase compositions &title=scripta Materialia&issn=1359-6462 &aulast=apps&auinit=p.j.&date=2003 &volume=48&issue=5&spage=475&epage=481 2005-03-01 EPSG: Publishing 2005 / OpenURL 11

Appropriate Copy Link to copy for which user has valid subscription User s institution runs OpenURL resolver Knowledgebase: Institution subscriptions Where articles available How to link to target e-journal sites 2005-03-01 EPSG: Publishing 2005 / OpenURL 12

OpenURL Resolvers EBSCO: LinkSource Endeavor Information Systems: LinkFinderPlus Ex Libris: SFX (and MetaLib) Innovative Interfaces: WebBridge Openly Informatics: 1Cate Ovid: LinkSolver Serials Solutions: ArticleLinker SIRSI Resolver 2005-03-01 EPSG: Publishing 2005 / OpenURL 13

User s Resolver Address Institution known from Zetoc Authentication Institution registers address of OpenURL resolver with Zetoc Used as base URL for link Link text neutral at present 2005-03-01 EPSG: Publishing 2005 / OpenURL 14

Default Resolver MDL LitLink Hosted by MIMAS (part of CrossFire) Not an appropriate copy Many institutions have access to major resources UK academia only Journal articles only 2005-03-01 EPSG: Publishing 2005 / OpenURL 15

2005-03-01 EPSG: Publishing 2005 / OpenURL 16

2005-03-01 EPSG: Publishing 2005 / OpenURL 17

2005-03-01 EPSG: Publishing 2005 / OpenURL 18

2005-03-01 EPSG: Publishing 2005 / OpenURL 19

Determining User s Resolver Ask user, then set cookie Where they are Choose resolver OpenURL Demonstrator UKOLN OpenResolver http://www.ukoln.ac.uk/ distributed-systems/openurl/ 2005-03-01 EPSG: Publishing 2005 / OpenURL 20

UK OpenURL Router Hosted at EDINA: http://openurl.ac.uk/docs/ Institutions register resolver once Used by free services, e.g. COPAC Send all OpenURLs to same baseurl User location from IP, or ask them Or default: LitLink and BALSA Zetoc: Can register openurl.ac.uk address 2005-03-01 EPSG: Publishing 2005 / OpenURL 21

The OpenURL Framework for Context-Sensitive Services ANSI/NISO standard Z39.88-2004 Formalisation of v0.1 Generalisation and extension ContextObject: referenced resource associated resources in context of reference OpenURL: method of transporting ContextObject 2005-03-01 EPSG: Publishing 2005 / OpenURL 22

ContextObject Example In ejournal application Elsevier ScienceDirect, Jane Doe at Some University finds McArthur, JG p27-p16 Chimera Molecular Therapy 3(1) 8-13 References Bergelson, J. Isolation of Science (275) 1320-1323 ContextObject contains 6 entities: Referent: Bergelson paper ReferringEntity: McArthur paper; Referrer: ScienceDirect Requester: jane.doe@some.edu; ServiceType: full text Resolver: resolver.some.edu 2005-03-01 EPSG: Publishing 2005 / OpenURL 23

Comparison with v0.1 Referent: referenced article Referrer: origin description (sid) Resolver: base URL (link server) Requester, ReferringEntity, ServiceType: sent in private area 2005-03-01 EPSG: Publishing 2005 / OpenURL 24

Describing Entities Descriptors Metadata: by-value or by-reference Identifier: info:doi/10.1126%2fscience.275.5304.1320 OpenURL interworks with DOI Formats Key / Encoded Value (KEV) XML 2005-03-01 EPSG: Publishing 2005 / OpenURL 25

Using ContextObjects Components in OpenURL Registry Identifiers for scholarly information Metadata formats Journals, books, dissertations, patents Community Profiles San Antonio profiles for scholarly information Extensible by other domains 2005-03-01 EPSG: Publishing 2005 / OpenURL 26

Current Status and Upgrading Z39.88-2004 passed ballot stage Should be endorsed by NISO soon Major resolver vendors waiting Some sources and resolvers use v1.0 already or testing Upgrade transition period Problem for Referrers (OpenURL sources) Solution: create hybrid OpenURLs 2005-03-01 EPSG: Publishing 2005 / OpenURL 27

OpenURL for Articles and Books Article referenced from an electronic journal article in e-journal service Article record in A+I service, e.g.. Web of Knowledge, Zetoc Referenced conference paper Book referenced from a book Book requested in a shopping service Journal referenced from a serials directory 2005-03-01 EPSG: Publishing 2005 / OpenURL 28

Emerging Uses Links from Google Scholar Limited number of institutions in prototype Experimental Firefox extensions Interface to repository of complex digital objects (Los Alamos) RSS module to embed ContextObjects 2005-03-01 EPSG: Publishing 2005 / OpenURL 29

Dublin Core Citations Bibliographic citation information for a journal article in a Dublin Core record Journal title is not resource title Pagination is not part of containing issue Proposed DCMI Guidelines Encode as ContextObject within dcterms:bibliographiccitation Identifies article Simple yet machine readable 2005-03-01 EPSG: Publishing 2005 / OpenURL 30

Is OpenURL being used? Zetoc logs OpenURL link accesses January 2005: To institution resolver: 4391 To default page: 7684 Then to LitLink: 4772 No complaints to helpline 2005-03-01 EPSG: Publishing 2005 / OpenURL 31

User Studies Zetoc Evaluation Study Prof. Ken Eason, The Bayswater Institute, London, and Loughborough University ITAM project at MIMAS: Trialling an SFX Resolver OpenURL Talking Shops for librarians The Impact of OpenURLs on End Users 2005-03-01 EPSG: Publishing 2005 / OpenURL 32

Zetoc Evaluation Study Integrated Joined-Up Digital Library Discover -Locate -Request -Deliver Two questionnaires available from website Second after OpenURL implementation Some group interviews Users split into active integrators and passive majority 2005-03-01 EPSG: Publishing 2005 / OpenURL 33

Using OpenURL in Zetoc Positive responses from institutions With an OpenURL Resolver With many journal subscriptions More confusing to other users but they still use it People have to change existing habits Those who do use it are excited by it 2005-03-01 EPSG: Publishing 2005 / OpenURL 34

Positive Use of Zetoc When it gets you directly to a full text electronic publication it is magic. It saves all those trips to the library, photocopying, filling out ILLs, etc. 2005-03-01 EPSG: Publishing 2005 / OpenURL 35

Librarian s Viewpoint Librarians are enthusiastic Despite maintenance work involved Considerations: Roll out strategy: low key or full publicity Appropriate descriptor / button text Managing user and colleague expectations 2005-03-01 EPSG: Publishing 2005 / OpenURL 36

OpenURL Future A standard must be adopted and widely used to become successful OpenURL proved itself in scholarly information community: appropriate copy reference linking Vision: a dynamic, personalised link structure on top of the existing static Web link structure 2005-03-01 EPSG: Publishing 2005 / OpenURL 37

Zetoc and OpenURL Zetoc Website: http://zetoc.mimas.ac.uk OpenURL Registry: http://www.openurl.info/registry/ OpenURL Implementation Guidelines: http://www.openurl.info/registry/ docs/implementation_guidelines ann.apps@manchester.ac.uk 2005-03-01 EPSG: Publishing 2005 / OpenURL 38