Presentatie van Alan Oliver (Ex Libris) op VVBAD-studiedag Federated Search Engines, 22 januari 2010 in Erasmushogeschool Brussel

1. SFX – an introduction
Erasmushogeschool Brussel | 22
januari 2010
Alan Oliver, Business Development
Director

2. Copyright Statement
• All of the information and material inclusive of text, images, logos, product names is either
the property of, or used with permission by Ex Libris Ltd. The information may not be
distributed, modified, displayed, reproduced – in whole or in part – without the prior written
permission of Ex Libris Ltd.
• TRADEMARKS
Ex Libris, the Ex Libris logo, Aleph, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager,
MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are
trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product
names, company names, marks and logos referenced may be trademarks of their respective
owners.
• DISCLAIMER
The information contained in this document is compiled from various sources and provided on
an "AS IS" basis for general information purposes only without any representations,
conditions or warranties whether express or implied, including any implied warranties of
satisfactory quality, completeness, accuracy or fitness for a particular purpose.
• Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all
liability for all use of this information, including losses, damages, claims or expenses any
person may incur as a result of the use of this information, even if advised of the possibility
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• © Ex Libris Ltd., 2008
SFX – an introduction
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3. Agenda
• Introduction and context
• Electronic resources (e-resources)
• User expectations and the challenge for the library
• SFX – OpenURL link-resolver and A-Z List
• The OpenURL – a quick overview
• Benefits for the user and the librarian
• The users view
• Input/Output
• SFX – Easy setup
• KnowledgeBase and SFXAdmin
• Default settings
• SFX – Open and under library control
• Extensive customization and integration options
• Collection Management tools and statistics
• A touch of magic! SFX – an introduction
3

4. Electronic resources (e-resources)
All online information material and services including:
Objects Indexes Services
• e-journals • A&I databases • ILL/Document Delivery
• e-books • OPACs • Help Services
• Conference • Web search engines • Reading lists
proceedings • A-Z Lists • e-learning environment
• Patents
• Digital objects
SFX – an introduction
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5. Users expectations
• Easy and seamless access
• to all material at the point of need
• Intuitive navigation
• between resources and platforms
• Valid and meaningful services
• for each item at the point of need
SFX – an introduction
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6. The challenge for the library
• Interlinking of e-resources
• on different systems and platforms in a
meaningful way
• Presentation of e-resources
• intuitive and with the institutional branding
• Keeping track and control
• of everything that is available, licensed and free
• of their collection including overlaps between packages
• Understanding the need
• for resources and their display
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7. SFX – the solution
• OpenURL link-resolver and KnowledgeBase
• accepts OpenURL with metadata input from any source
• presents a link menu with appropriate links
• creates dynamically links to the services the user chooses
• contains comprehensive data for available e-resources –
licensed and free
• A-Z List
• lists all e-journals – licensed and free as the libraries chooses
• provides search functionality
• contains direct links to the e-journals
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8. The OpenURL – a quick overview
• NISO standard Z39.88 – published in 2004
• Standard format for the transfer of metadata
• from a link source
• to a link-resolver
• 2 versions are currently in use
• 0.1
• 1.0
• Example for 0.1:
http://demo.exlibrisgroup.com:9003/demo?issn=13515101;volume=15;issue=6;
date=2008;spage=579;atitle=Smoke%20exposure%20increases%20the%20ris
k%20for%20multiple%20sclerosis
• Implemented by all major database vendors
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9. SFX – key benefits for users
• Tailored link services at users' fingertips
• Full-text services linking to e-journals, e-books and much more
• bX recommendations for scholarly articles
• Many additional services, including document delivery, citation
downloads
• Automatic integration of additional data e.g.
• print holdings via the OPAC
• additional book editions via xISBN, ThingISBN
• DOI links via CrossRef
• book covers via GoogleBooks
• Mapping of titles when title changes occur
• Intuitive finding of meaningful services via link
menu and A-Z List
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10. SFX – key benefits for the librarian
• Easy set up and integration
• Web-based administration
• Comprehensive, up-to-date KnowledgeBase
• Support for cost effective collection management
• Statistics – understanding what users need
• Collection Management Tools – knowing what is available and where
from
• Powerful technology: open and under library control
• Totally customizable and user-friendly
• Integrates easily with library and user environment
Happy users!
SFX – an introduction
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11. SFX – the users view
Portal Full text
Digital
collections
A&I
OPAC
Citation
services Library
Services
KnowledgeBase
CitationLinker
AZ List
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12. SFX – the users view
1. finds citation
and clicks on
SFX button
2. Menu with
relevant services
appears
3. Click on service
opens it in new
window
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13. SFX - the data flow
1. finds citation
and clicks on
SFX button
4. Clicks
on service
5. creates URL 2. OpenURL created and
sent by source to SFX
http://www3.interscience.wiley.c
om/journal/117351407/abstract http://demo.exlibrisgroup.co
m:9003/demo?issn=1351510
1;volume=15;issue=6;date=
2008;spage=579;atitle=Smo
ke%20exposure%20increases
%20the%20risk%20for%20m
3. SFX identifies ultiple%20sclerosis
relevant services in
KnowledgeBase
and returns menu SFX – an introduction
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14. SFX – Easy setup
• Comprehensive and up-to-date KnowledgeBase
containing:
• Global and local resources
• e-journals, e-books, conference proceedings and more
• packages, interfaces
• library services
• and more …
• Object relationships
• journals e.g. to supplements, succeeding and preceding titles
• conference proceedings to conference series
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15. SFX – Easy setup
• Central web based administration
• KnowledgeBase administration
• Menu and A-Z List configuration
• Collection tools
• Reports and statistics
• The library in full control
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16. SFX – Easy setup
• Default settings for immediate use
• 2 different menu templates
• Preset conditions, displays and services
• Changes of labels and conditions via SFXAdmin
• Direct Link Option
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17. SFX Menu configuration – default templates
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18. SFX - open and under library control
• Totally customizable for advanced integration
• Access to HTML and programs
• A-Z Journals Quick Search Box for easy integration in
library homepage
• A-Z Browser Toolbar
• Compatible with the Ex Libris Open Platform Strategy:
• API for external service requests, e.g.
• Full-text availability
• Institutions own applications and interfaces
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19. SFX – reports and statistics
• KB tools - collection monitoring and management
• Reports include
• Overlaps between packages by title and date coverage
• Unique titles
• All reports are exportable
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20. SFX – reports and statistics
• KB tools - collection monitoring and management
• Reports include
• Overlaps between packages by title and date coverage
• Unique titles
• All reports are exportable
• Statistics - logging and analysing usage of electronic
resources
• Output includes
• numbers of links to specific
journals/platforms/packages
• unused ejournals
• Filters include date range, IP
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21. SFX – A touch of magic!
• Changes made on SFXAdmin appear
immediately
• e-book FRBRization supported via xISBN or
ThingISBN
• Dynamic fetches of thumbnails from Google
Books
• Object relationships in the KnowledgeBase
create instant matches for the user, e.g.
• tracking title changes and supplements
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22. SFX and bX scholarly recommender service
• Recommender systems – a definition
Recommender systems form a specific type of information
filtering (IF) technique that attempts to present information
items (movies, music, books, news, images, web pages, etc.)
that are likely of interest to the user.
http://en.wikipedia.org/wiki/Recommendation_systems
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23. bX: a scholarly recommender service
• Users interested in this article:
also expressed an interest in these articles:
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24. bX
• Aggregates SFX usage data (using OpenURL context-object
format and OAI-PMH for harvesting)
• Provides recommendations based on structural analysis of
the usage data:
• For articles – the core unit of scholarly use
• Across platforms – SFX logs usage of all publisher/vendor
platforms
• Across journals – Users use articles from different journals in
their research
• Across institutions – bX harvests usage logs from research
institutions around the world
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25. SFX – Summary
• Benefits the users with:
• Tailored link services at users' fingertips
• Intuitive finding of meaningful services via
link menu and A-Z List
• Benefits the librarian with:
• Easy set up and integration
• Support for cost effective collection management with tools
for analysis and statistics
• Powerful technology: open and under library control
Happy users!
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26. Thank You!
www.exlibrisgroup.com