The MetaLib Solution

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The MetaLib Solution Cal State University
Training March 12-14, 2003 Karen
Groves karen.groves_at_exlibris-usa.com
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From the Users Point of View

• Where do I look for information?
• How do I make a query?
• How do I get accurate answers?
• How do I compare lists of results?
• How do I navigate to related resources?
• How do I obtain the actual materials?

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MetaLib The Wish List

• A single point of managing and locating the
  institutions resources
• Unified query interface
• Simultaneous searching of multiple targets
• Result list individual target(s) or
  consolidated
• Navigation and continuous search
• Extended services
• Control and guidance capabilities
• Authentication and authorization
• Personalization

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Application Level
Technology Level
Universal Gateway
Information Gateway
User Admin
SFX Server
Customized, personalized services
Resources administering
Context-sensitive linking
Accurate, target-sensitive searching
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MetaLibs Technology
Information Gateway
Universal Gateway
User Admin
SFX Server
Resources administering
Accurate, target-sensitive searching
Customized, personalized services
Context-sensitive linking
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What is a MetaLib resource?

• Library OPAC
• Library Collection
• AI Database
• Electronic Journal
• Archive
• Subject Gateway
• Newspaper
• Search Engine

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MetaLib as an Information Gateway
Information Gateway
The KnowledgeBase
Configuration Toolkit
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Three Levels of Connectivity
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Basic Connectivity MetaLib Link
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Hybrid Connectivity MetaLib Search Link
I
Result summary
II
Result list
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Full Connectivity MetaLib Search Display
I
Result summary
II
Result list
III
Full record
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Data Manipulation
Records in a unified format enable

• Uniform display
• Comparison (merge and de-duplication)
• OpenURL
• Save in various formats

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Link to the Native Interface

• From the search screen

• From the result summary

• From the result list

• From the full record

Link to the appropriate context, as much as
possible
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The KnowledgeBase
The KnowledgeBase
Descriptive Knowledge e.g. name, subject
Functional Knowledge e.g. access method, format

• Locating resources
• Displaying resources dynamically
• Linking to resources

• Connection to resources
• Sending a query
• Processing results

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Information Resources Database (IRD)

• General information describing a resource
• Includes information specific to MetaLib
• Defines a resource up to the link-to level

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Information Gateway Workflow Resources
Log-in Screen
Authenticated User
Resource Categories
My Resource List Emily Smith
Arts Mathematics Music Social Science Physics
Name Subject Type Keywords
Name
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MetaLibs Technology
Information Gateway
Universal Gateway
User Admin
SFX Server
Resources administering
Accurate, target-sensitive searching
Customized, personalized services
Context-sensitive linking
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Implementation of Connectivity

• Structured search and retrieval

• Non-HTTP based (Z39.50)
• HTTP based (PubMeds Entrez, ALEPHs X-Server)

• Non-structured search and retrieval

• HTTP/HTML based (screen scraping)

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Functional Knowledge Query
Rules for searching

• Access mode
• Password control
• Optimization of query
• Adjustment of syntax
• Field mapping
• Phrasing of authors' names
• Character conversion

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Functional Knowledge Query
Rules for manipulation of retrieved data

• Physical format
• Logical (cataloging) format
• Character conversion
• Extracting data for OpenURL creation

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Search Command Adapted to Various Resources
Kryger, Meir
Author
Title
sleep
Z39.50
Library of Congress
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MetaLibs Technology
Information Gateway
Universal Gateway
User Admin
SFX Server
Resources administering
Accurate, target-sensitive searching
Customized, personalized services
Context-sensitive linking
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Personalization
Customized, personalized services

• Authentication and authorization

• Scope of search

• e-Shelf

User Profile

• Search history

• Alerts

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Authentication and Authorization

• Who are you?
• Based on who you are, which resources and
  services are available for you?

Local Authentication
Login
MetaLib Local Authentication Server
ID
MetaLib Users
Password
Institution
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Authentication and Authorization
Remote Authentication
Institutions Remote Authentication
Login
MetaLib Authentication Server
ID
MetaLib Users
Password
Institution
Creation or update of MetaLib Users File
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Authentication and Authorization
Licensed resources
Authentication
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Authentication and Authorization
Searching with MetaLib
Access is also granted via the use of a public
network
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MetaLibs Technology
Information Gateway
Universal Gateway
User Admin
SFX Server
Resources administering
Accurate, target-sensitive searching
Customized, personalized services
Context-sensitive linking
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MetaLib as an SFX Source
MetaLib
ILL
e-print
OPAC
LinkServer SFX
AI
FTXT
Web
Citations
eTOC
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MetaLib as an SFX Source
OpenURL
User
Metadata
Full Text
Holdings
Document Delivery
Related Resources
Cited Author Lookup
S F X S e r v i c e s
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Via MetaLib, other resources become SFX enabled!
Library of Congress
SilverPlatters MEDLINE
NLMs PubMed
Local OPAC
Ovids BIOSIS
HighWire Press
Universal Gateway
OpenURL
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MetaLibs Implementation
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MetaLib Info
http//www.exlibris-usa.com/MetaLib
SFX Info
http//www.sfxit.com
MetaLib Support (US)
metalibsupport-us_at_exlibris-usa.com