SFX Linking ORBIS/PORTALS, May 2002 Dave Stout Account Executive [email protected] SFX...

SFX Linking

ORBIS/PORTALS, May 2002

Dave StoutAccount Executive

[email protected]

SFX Linking


Dave StoutAccount Executive

[email protected]

What is it?

Old Linking vs SFX Linking

The OpenURL standard

The SFX KnowledgeBase

Consortial Models

SFX Linking

A&I

e-print

Full Text

Portal

Citations Web Form

eTOC

SFX: open linking for libraries

OPACLink

Server

SFX flow – A&I as link source

SFX Source SFX Menu

SFX Target

SFX flow – OPAC as link source

SFX flow – E-journal reference as link source

http://sfx.aaa.edu/menu?genre=article&issn=1234-5678&volume=12&issue=3&spage=1&epage=8&date=1998&aulast= Smith&aufirst=Paul

• Developed by Ex Libris (Oren Beit-Arie) and Herbert Van de Sompel and submitted to NISO December 2000• Fast Track work item (target June 02 – v1.0)•More Information on NISO Committee AX can be found at:

OpenURL: towards NISO standardization

http://library.caltech.edu/openurl

“It’s so hot it even has its own theme song”

Technically Speaking By David DormanAmerican Libraries January 2002

OpenURL (v0.1) already implemented by many Information Providers… and the numbers keep growing. SFX Sources (Open URL Enabled):

- A&I databases- OPACs- E-journals - E-print archives (OAi)- DOI/CrossRef environment- Other local data repositories

http://www.sfxit.com/sources.html

OpenURL: acceptance in the marketplace

• E-journals• OPACs• ILL/DocDel• Citation Databases• A & I Databases• Directories

• Encyclopedias• Patent Databases• Subject gateways• Internet bookstores• ….. Libraries choose!

All targets must have a defined link-to or search syntax

http://www.sfxit.com/targets.html

SFX Targets

definition of potential services

information about the local collections

rules supporting a decision on the

relevance of services

Managing an SFX Server

• Comprehensive KnowledgeBase delivered with the SFX server

• Contains a set of rules for linking including rules for fine-tuning

• Library “localizes” to match local subscriptions and conditions using SFX tools

• Regularly updated and distributed by Ex Libris

SFX KnowledgeBase

SFX Menu and Services under library control

• Libraries of all types and sizes • Libraries around the world – supports

multiple languages and language scripts

• Single site installations and consortia• Integration with local authentication

systems - EZProxy and other Proxy servers

• Independent of other Ex Libris systems but fully integrated

SFX in the library

Configuring SFX for consortia

Servers

• Single Server single application

• Multiple server multiple applications

Services

• System services e.g. backups

• Configuring the KnowledgeBase

Resources

• Shared resources

• Institution-specific resources

Levels of sharing between member institutions will define configuration options:

Consortium model I

Inst A Inst B

• Full independence for each institution

Each member hosts its own application/server

License Considerations - model I:

Pricing calculations:

1. Base fee for each site – determined by FTE;

2. Discount – sliding scale up to 30% max.

3. Annual Service Fees – 25%

i. Software maintenance

ii. KnowledgeBase Services

Annual service fees based on non-discounted price

Consortium Model II:

Shared server, multiple SFX instances – up to 1 per Institution

•Each institution can determine the types of SFX services and the format of the SFX Menu•Centralized and local maintenance

License Considerations - model II:

Pricing calculations:

1. One-time license fee for each site – determined by FTE (Note: special pricing for very small institutions)

2. Discount – sliding scale up to 32.5% max.

3. Annual Service Fees – 25%



Annual service fees based on discounted price

Consortium Model III:

Shared server, 1 shared SFX instance(Recommended only if 90%+ resources shared)

•One shared SFX menu format •Limited differentiation of services between institutions

License considerations – model III :

Price calculations:

1. One-time license fee – determined by combined size (FTE) of participating institutions;

2. Annual Service Fees - 25%



One-time license fees and total annual service fees acknowledge shared server

environment.

• California Digital Library

• Los Alamos National Laboratory

• CTW Consortium, Connecticut

• UKB – Netherlands

• Calico – South Africa

• CESGA – Spain

• Washington Research Library Consortium (WRLC)

• MALC (Notre Dame)

Consortia Customers

SFX at Los Alamos, presentation by Miriam Blake of Los Alamos National Laboratory Research Library, VALA, Melbourne Australia, January 2002

SFX@Rochester,presentation by Judi Briden of Univ of Rochester, NERCOMP Meeting Oct 2001.

SFX @ Caltech, presentation by John McDonald of Caltech Library System, ALA Annual, San Francisco CA, 16 and 18 June 2001.

Users’ Experience

http://www.sfxit.com/publications


[email protected]


[email protected]

SFX: Winner of the The Charleston Advisor's "Best New Product" Award for Electronic Service to Libraries, as nominated by Users (2001)

SFX Linking ORBIS/PORTALS, May 2002 Dave Stout Account Executive [email protected] SFX...

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