The ABES Discovery Study

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Présentation de l'étude sur le signalement courant des ressources électroniques par Maurits Van der Graff (Cabinet Pleiade) - Journées ABES 2013

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The ABES Discovery Study

  1. 1. Journées ABES, May 15, 2013Maurits van der GraafPleiade Management & Consultancy
  2. 2. What do we want to achieve?What can we learn from others?What are we going to do?
  3. 3. Whatdo we wantto achievefor:end-usersin highereducationinstitutes• Access to digital and print collection: an user-friendlydiscovery tool that gives access to the digital and printcollection of their own library/institute at title and article level• Access to other digital collections in France via ILL: if theirown library has no access to certain e-content, end-user isdirected to interlibrary loan to get access.• Enhanced access to French e-content: enhanced access toFrench language e-content and/or e-content by Frenchpublishers.• French language support in the discovery layer: an user-friendly interface that support French language searching.
  4. 4. Whatdo we wantto achievefor:the FrenchHE libraries• Interact with the approx. 22 presently installed discoverytools at French HE libraries• Offer a discovery service for libraries with a local linkresolver/knowledgebase• Offer a discovery service for libraries without a local linkresolver/knowledgebase
  5. 5. Whatdo wewanttoachievefor:theFrenchnationallibraryinfrastructure• Should fit in & enhance the French national libraryinfrastructure:• The development of the shared ILS system in the cloud (withshared electronic resource management functionality)• The ISTEX platform with digital content licensed by nationallicenses• Discovery & access to e-content with focus on scholarlyliterature:• Complementary service to SUDOC with regard to access to e-journals at article level; to e-books (title and chapter level);access to other media types (f.e. enriched publications)• Discovery & access to French scholarly e-content:• Enhance discovery and access to French language e-content andto e-content by French publishers.
  6. 6. Discoverysystemsor componentsstudied• Self-built services:• Trove – national discovery service (National Library of Australia)• FINNA – national discovery service (Digital Library of Finland)• Suchkiste – discovery service for national licences, Germany• EZB link resolver – national link resolver, Germany• Journals Online & Print – webservice indicating availability,Germany• University Library of Utrecht (new policy following self-builtdiscovery service)• Existing webscale discovery services:• RERO (Switzerland)• Primo, ED, Summon, WordCat Local and Google Scholar• Other relevant services:• Resource discovery programme JISC, UK• Knowledgebase + (JISC); GOKb
  7. 7. The discovery portalpresents the user interfaceand provides theconnections with the othercomponents.The portal connects to aplatform with metadataand/or full text indexes ofthe scholarly literature, alsocalled a centralised index.Locator services willpoint end-users toaccess of full textprovided by theirlibrary (either digitalor print collections).Connectors toinstitutional systems(OPAC andauthenticationservices) forreserving/borrowingprint items
  8. 8. What did we learn from others?
  9. 9. Discoveryportal• Requirements for French discovery tool:• ‘Normal’ modern user interface requirements with regard tosearch, recommender options, presentation of the results, exportoptions, sorting options, user accounts, social features• Special requirement: French language support by (1) spellingsuggestions (2) sorting/limit on language (3) search termtranslator• Results:• VUFind used by FINNA and Suchkiste (Open Source; maintenanceby community; used by > 100 academic libraries)• All portals comparable (see Appendix C) with few exceptions:• VUFind lacking export options• Spelling suggestions in French only by Google Scholar, Primo andSummon• Search term translator – not existing, Google Scholar could develop it
  10. 10. What did we learn from others?
  11. 11. Centralised index• From the do-it-yourself scenario study:• Feasible to built an index for a selection of worldwide scholarlyliterature• Not feasible to built index for entire worldwide scholarly literature:too much resources needed for collection, processing, maintenance• Building your own index gives freedom to enrich & redistributemetadata• No full text indexing observed• From the study of the existing discovery tools:• All claim nearly complete coverage• Google Scholar has a strict definition of scholarly literature• Mixture of metadata and full text indexing• Only ExLibris has policy to connect more than 1 index to discoveryportal; the others have only 1 centralised index• All have match & merge mechanisms to enrich the metadatareceived from primary publishers, but none can redistribute metadata
  12. 12. What did we learn from others?
  13. 13. Nationallocator service• Do-it-yourself scenario:• EZB link resolver: a national link resolver using data from the EZBunion catalogue• JOP web service: indicates availability of article in print journalusing data from EZB and ZDB union catalogues• Development & maintenance requires limited manpower if thedata are available.• Study existing discovery tools:• A JOP-like webservice would have to be newly build• For a national link resolver the data are needed from other KB’s;presently matching these KB data is problematic• All have integration with union catalogues (WorldCat, SUDOC)(=indirect way to access print full text)• Google Scholar is creating a sort of KB of its own by askingpublishers to provide holdings data (after permission consortia)
  14. 14. What did we learn from others?
  15. 15. Connectorsto institutionalOPACs• FINNA: using VUFind – strives to replace local frontends• Discovery tools by library system providers: mechanisms inplace to connect more or less all OPACs and to replace OPACsas front-end for many library systems• Google Scholar: no direct connections (only via UnionCatalogues – SUDOC and WorldCat)
  16. 16. What are we going to do?
  17. 17. Conclusions1. Building a new, national webscale discovery service forFrance is not feasible because of efforts re central index2. Enriched metadata of selections of scholarly literature byMetadata Hub to can be incorporated in indexes of existingwebscale discovery services by match & merge3. A national locator service will enhance access:• For HE libraries with local link resolver:• use the national locator service as a target for their local linkresolver• use the knowledgebase data from the national locator servicefor their own local link resolver.• For HE libraries without local link resolver:• Can integrate the national link resolver in any database theysubscribe to.• For HE end-users using free search engines such as GoogleScholar, Microsoft Academic Search, Scirus and PubMed
  18. 18. Whatare we going to do:Roadmapto improvediscovery1. Development of Metadata Hub to enrich:• Metadata of national licences• Metadata of selections of French scholarly literature2. Development of a national locator service, including anational knowledgebase3. Active approach by ABES to integrate enriched metadataand the national locator service in existing discoveryservices4. Using the collaborative mechanisms for the nationalknowledgebase as first step towards shared ILS in the cloud
  19. 19. MetadataHub• Aggregation of metadata of selections of the scholarly literature:• F.e. national licences, scholarly publications by French publishers.• Selection criteria: (1) important to the French HE community (2)neglected by other parties enriching metadata• Analysis, cleaning and enrichment of those metadata:• Diagnose vital problems and inform the primary publisher• Generate out of articles the journal holdings in order to identify gaps• Adding English-language and French-language descriptors• Adding international and/or national authority data; adding links• Redistribution:• In various formats such as marc21, rdf, json• By data dumps for harvesting, by web services and by linked data• Technical aspects of Metadata Hub:• RDF as common data model; using Virtuoso, OpenRefine and SILK
  20. 20. NationalLocator& Knowledgebase• National Locator service: link resolver for e-content andwebservice for p-content• National Knowledgebase:• Examples:• Knowledge Base + (Jisc) and EZB union catalogue for nationalcollaboration• GOKb for international collaboration & data exchange• Two purposes:• To be used in local ERM systems of HE libraries (time-savingand higher quality for individual libraries)• To be used for national link resolver (improving the discoveryexperience of French HE end-users)
  21. 21. Metadata Hub:Will improvediscoverability ofrelevant sectionsof literature
  22. 22. Metadata Hub:Will improvequality of NationalKnowledgebase
  23. 23. NationalKnowledgebase canbe seen asextension of SUDOC
  24. 24. NationalKnowledgebase:first collaborativestep towards sharedILS in the cloud
  25. 25. ISTEX: national licenses betterdiscoverable becausemetadata enriched byMetadata Hub
  26. 26. ISTEX:Better delivery because dataincluded national KB andlocator service
  27. 27. 2016/17: clear perspective onfurther migration to the cloudof other components of thenational library infrastructure
  28. 28. The ABES Discovery studyreports• The ABES Discovery Study – main report• Appendix A: Exploration of the do-it-yourself scenario• Appendix B: Exploration of the existing webscale discoveryservices Primo, ED, Summon, WordCat Local and GoogleScholar• Appendix C: Comparison interface requirements ofVUFind, Primo, ED, Summon, WordCat Local and GoogleScholar• To be downloaded at: http://fil.abes.fr/2013/03/29/etudes-sgbm-et-dispositif-de-decouverte-publiees/

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