OpenURL and LinkFinderPlus
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Transcript of OpenURL and LinkFinderPlus
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Outline the problems & opportunities
behind OpenURL and LFP definitions & the basic process maintenance activities and goals why things don’t always work a look at LinkFinderPlus (LFP) 4.0
admin client in action
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The problems: #1 It is too complicated -- and
requires too much redundant work -- to find a citation and then ALSO find the item it cites this was true in print, and is perhaps
even more so with electronic journals
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The problems: #2 User expectations for speed and
convenience of access are higher than previously perhaps unreasonably so, but
nevertheless they are true for faculty and staff, but
especially so for students
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The problems: #3 Repositories of electronic journals
have widely varying, proprietary ways of linking to individual issues and articles there is no adopted standard for how
to ask a site for a specific article
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The problems: #4 E-Journal numbers and uses are
growing far faster than most libraries’ ability to deal with them via normal library tech services processes you can’t just all of a sudden catalog an
extra 1,000 journals when you license a new journal package, let along keep track of exactly what issues you have access to
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The Opportunities:
1. To deliver everything to the desktop, wherever that desktop is
--“I love not having to come to the library”
2. To offer a linear sequence of services from full text online to interlibrary loan of text that automatically offers the user less-good choices whenever the best choices are not available
-- never leave them without positive options
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A Possible Solution: Combine the following:
a standard for passing citation data via a URL support of that standard and creation of links based
on it by A&I and other citation services software that translates data in the standard’s syntax
into each site’s proprietary syntax for retrieving an issue or article and creates links based on it
software to manage local electronic journal access information (i.e, what titles, what years, etc.)
a frequently-updated source of library-specific access information, including that for large e-journal aggregators
Link standard
Link Resolver:
Knowledge Base + Parsing Rules
+
E-serials service
+
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+
OpenURL
LinkFinderPlus
SerialsSolutions
+
KU’s path:
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Definitions ... Source:
item info + OpenURL construction + outward linking mechanism = “OpenURL-enabled”
In other words, what you are linking FROM
Site: In LFP terms, the provider of the full text or other
service that you are linking TO Target:
Generically, what you are linking TO Specifically, in LFP, a specific item (i.e., e-journal title)
at a particular Site
site:
Johns Hopkins University Press
journal:
Mediterranean Quarterly
ISSN: 1047-4552
target:
Mediterranean Quarterly
@ Johns Hopkins University Press
coverage: 01/01/1999 - present
active
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Definitions ... Link Resolver:
Knowledge Base: what journals, targets, and sites exist and to which ones do I have access
Parsing rules and programs: turn the Source’s OpenURL into a Site’s proprietary language
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Definitions: OpenURL What is it?
an open standard, created originally by Herbert Van de Sompel (and called “SFX”), and now revised & maintained by a NISO committee
a syntax for packaging metadata and identifiers describing
information objects for pointing to a specific resolver that can accept the
data and resolve the data into actual links a base URL + a query just a string of characters
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start with a simple citation:
title: Axis of Evil: Threat or Chimera?author: Charles V. Penasource: Mediterranean Quarterly, 2002,
vol. 13, no. 3, summer, pp. 40-57.database: CSA: Worldwide Political Science
Abstracts
which becomes
http://lfp.diglib.ku.edu/lfp/LinkFinderPlus/Display?sid=CSA:polsci-set-c&genre=article&atitle=Axis+of+Evil%3A+Threat+or+Chimera%3F&aulast=Pena&title=Mediterranean+Quarterly&volume=13&issue=3&date=2002&issn=1047-4552&spage=40&epage=57
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http://lfp.diglib.ku.edu/lfp/LinkFinderPlus/Display??sid=CSA:polsci-set-sid=CSA:polsci-set-c&genre=article&atitle=Axis+of+c&genre=article&atitle=Axis+of+Evil%3A+Threat+or+ChimeraEvil%3A+Threat+or+Chimera%3F&aulast=Pena&title=Mediterr%3F&aulast=Pena&title=Mediterranean+Quarterly&volume=13&issanean+Quarterly&volume=13&issue=3&date=2002&issn=1047-ue=3&date=2002&issn=1047-
4552&spage=40&epage=574552&spage=40&epage=57
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http://lfp.diglib.ku.edu/lfp/LinkFinderPlus/Display?sidsid=CSA:polsci-set-c&genregenre=article&atitleatitle=Axis+of+Evil%3A+Threat+or+Chimera%3F&aulastaulast=Pena&title=Mediterranean+Quarterly&volumevolume=13&ississueue=3&datedate=2002&issnissn=1047-4552&spagespage=40&epageepage=57
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sid=CSA:polsci-set-cgenre=articleatitle=Axis of Evil: Threat or Chimera?aulast=Penatitle=Mediterranean Quarterlyvolume=13issue=3date=2002issn=1047-4552spage=40epage=57
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Process: from the user’s perspective
find a citation in a database click on LFP link see a list of links to possible sites
and services full text, abstract, TOC, OPAC search, ILL
form, etc. choose a link and follow it arrive at the end of the link
Source• Index Citation
• Catalog Record
• Footnote
Link Resolver: Parser + Knowledge Base
Target• Full Text
• Service
• Database21
Source• Index Citation
• Catalog Record
• Footnote
Link Resolver: Parser + Knowledge Base
Target• Full Text
• Service
• Database
Target• Full Text
• Service
• Database
Target• Full Text
• Service
• Database
Source• Index Citation
• Catalog Record
• Footnote
Source• Index Citation
• Catalog Record
• Footnote
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OpenURL syntax
Target syntax
Source• Index Citation
• Catalog Record
• Footnote
Link Resolver: Parser + Knowledge Base
Target• Full Text
• Service
• Database
The Parser’s Role:
Translation
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“Routine” maintenance and setup
Activate and deactivate targets manually or via batch activation
Add journals and targets to sites either manually or via bulk load
Use existing service types to create Extended Services
e.g., Voyager OPAC search Create new, custom Extended Services
e.g., ILL form or database search Customize the interface via XSLT
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Maintenance and development goals
To provide additional custom services To make the system easier to use and less
confusing for our users To keep KB up-to-date in an efficient manner To make things work right (or, at least,
better) by correcting errors by correcting omissions by working around bugs or inadequacies in the
system
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For everything to work perfectly ...
Source database has correct, complete citation
OpenURL created by source is complete and accurate
The site / journal (i.e. target) exists in the KB
E-journal ISSN and/or TITLE in the KB matches that in the incoming OpenURL
Current local library holdings are correctly reflected on the target record in the KB
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For everything to work perfectly ...
LFP’s parsing and translation is correct The site is up and operating The site recognizes and authenticates the
user The site processes the incoming message
correctly
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Some factors that affect success
Knowledge Base & Parsing Not all e-journal sites exist in the KB Not all journals exist in the KB Activations may be inaccurate or out-of-date Some sites that exist do not work due to
incorrect or incomplete parsing Target sets for some sites are incomplete
and/or inaccurate
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Some factors that affect success
Knowledge Base & Parsing, cont. Creating new e-journal sites locally is
reasonably difficult Inadequate parsing of elements for External
Services Source
OpenURL omits elements that are important to some sites, e.g. GENRE
Data put in wrong OpenURL elements Extraneous data put into OpenURL elements
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Some factors that affect success
Target Ability to correctly authenicate user Ability to link to individual issue or article
between the Source and Link Resolver
on the way to Extended Services
Source• Index Citation
• Catalog Record
• Footnote
Link Resolver: Parser + Knowledge Base
Target• Full Text
• Service
• Database
When can we step in and affect the
process?
augmenting the KB
altering the parsing in
SOME cases
SysAdmin customizatio
n
modifying incoming activation
data
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SerialsSolutions XML Data
Knowledge Base
Site ID clean-up program
Local custom XML file
Target Activation Process
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What does the site ID cleanup program do?
changes some site IDs to those of others for the same site that work better
removes redundant sites changes textual dates to real dates
e.g. “3 years ago”, “6 months ago”
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What’s in the custom local XML file?
consolitations where SS has two sites, the KB one e.g., ACS current and archive sites,
APS journals current and backfile sites missing site / target matchups
e.g., for us, PsycArticles new sites that we have access to, but
which aren’t yet in the SS file (rare)
Source• Index Citation
• Catalog Record
• Footnote
Link Resolver: Parser + Knowledge Base
Standard
Target
pre-processor
Extended
Service
Perl - PHP - etc.
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Linking Process
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What does the pre-processor do?
supplies GENRE value when missing removes initial articles from TITLE moves some data from one element
to another for some database gathers custom info for ILL form writes a log entry for statistics and
reporting
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Significant improvements in LFP 4.0 KB maintenace now in-house at Endeavor former 3-type division of sites merged into one
formerly “Agg_”, “JS_”, and XML sites -- only XML sites could have targets added to them
all sites now can have targets added to them can pass optional OpenURL elements to Extended
Services -- a great improvement over 3.5 online usage reporting 552 new sites and thousands of new targets in KB many sites work now that did not work before, or
now work better than before
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Other changes in LFP 4.0
now Unicode UTF-8 compliant online aggregator configuration web, rather than Windows/ODBC admin
client many, many sites have new SITE_IDs
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New or remaining deficiencies ...
“SID” (system ID) still is not available to Extended Services
Despite additions, KB still lacks many sites and thousands of targets for existing sites example of a bad cases for targets:
Lexis-Nexis Academic: 3,164 in SerialsSolutions DB, 1,492 in LFP KB BUT, there were only 1,157 in version 3.5, so it’s
better
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New or remaining deficiencies ...
when selecting a journal online for a new target, ISSNs do not appear
online usage reports are very limited MS Access reports promised “soon” large number created for version 3.5 earlier
this year: e.g., “Active Targets”, “Links Followed”, “Links Presented”, “Audit-no Links Presented”
can’t sort columns in the web client promised for version 4.1
Example of
“Sites Followed”
query:
KU
Jan-June, 2004
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Personal view of LFP’s status: It’s getting better, but still has a ways to go to completeness, accuracy, and especially up-
to-dateness of the KB continues to be the biggest problem
bringing maintenance inhouse and unifying the 3 types of sites was an essential step
Initially lacked reporting capabilities, but now quite a bit is available a lot of data is retained in the Oracle tables
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Web admin client needs improvement just to bring it back to the level of the Windows client quite a bit slower and more cumbersome to
use do custom queries in Access to find out most
things Cooperation between Endeavor and
agents such as SS needs to be improved -- or an alternative found
Personal view of LFP’s status:
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a quick look at some LFP 4.0 administrative web client screens ...
Admin client front page
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list of sites
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list of journals - subheadings
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list of journals - individual titles
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base info for a site
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info for a single journal
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targets for a selected site
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info for a single target
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Extended Service set-up
page
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Detail of Extended Service
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Some Examples
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Questions?