Electronic resource management ERMS, OpenURL and CrossSearch implementation Claire Moran

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Electronic resource management (ERMS), OpenURL
and Cross-Search implementation Claire Moran
Ros PanUCD Library
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Presentation summary

• Background to the projects
• ERMS Electronic Resource Management System
  progress and objectives
• Article Linker and Central Search products
• Final conclusions

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The pilot projects

• UCD currently has 3 related projects running to
  implement 3 products
• ERMS Electronic Resource Management System,
  believe may be first in Ireland
• ArticleLinker, the OpenURL solution
• Central Search, the cross-search product
• All these products are pilots running for 1 year
  and then due to be reviewed
• All of them have been purchased from Serials
  Solutions
• All will be fully in place for academic session
  Sept 2007

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Our overall aims with these projects

• All the projects are trying to address the
  realities of the digital information world that
  libraries find themselves in
• ERMS is an attempt to bring the management of
  those resources for which we pay up to scratch in
  comparison with management of print collections

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Our overall aims with these projects

• Article Linker and Central Search are both
  attempts to improve the ease with which users can
  DISCOVER resources and ACCESS them
• They are both modes of discovery, which are
  attempting to re-launch our abstracting and
  indexing databases on the one hand, to include
  search of these alongside other resources
  (Central Search), and once result sets are found
  to make the awareness and use of all available
  full text much easier than at present (Article
  Linker)
• Both are Library attempts to add value for users
• Hope for increased use of AI databases and of
  full text journals

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Serials Solutions why?

• UCD Library has subscribed to the Serials
  Solutions e-journals management and listing
  product for some years a very important factor
  in our choice
• We have been satisfied with the company
  www.serialssolutions.com
• Remote hosting has not been a problem for us
• The lack of hardware and software maintenance and
  IT skills requirement locally has been important
  to us
• The rigidities and limitations of a remotely
  hosted solution are something we are used to and
  can deal with
• The products are relatively inexpensive
• With the Knowledge Base of e-journal holdings in
  Serials Solutions it was an obvious step to
  purchase the OpenURL solution from the same
  company and integration of the other 2 products
  also has some advantages

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The starting point ARMS A-Z e-journal listing
in place for some years
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The starting point AMS A-Z e-journal listing in
place for some years
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ERMS

• The ERMS project team
• Ailish Brady, Claire Moran, Fiona Tipple

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ERMS

• One-stop-shop back-office management system
  needed
• Serials Solutions already had large proportion of
  our knowledgebase
• Initially a 2 month trial October-November 2006
• We chose sample of 10 products
• Decided not to include individual journal titles

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ERMS

• January 2007 a 1 year Pilot began
• Arduous task of data entry adding information
  on each individual product
• This is an ongoing project
• Once backlog of data entry is completed system
  should run smoothly
• Information has to be added to 4 separate
  modules General Administration Licences
  Statistics

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ERMS - Advantages

• One-stop-shop for e-resource management
• Contacts only need to be added once
• Alerts for product renewals, newly subscribed
  resources and resources on trial
• Add other staff, administrative, liaison
  librarians to receive alerts
• Log administrative and end-user login details in
  one place

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ERMS Disadvantages

• Time consuming data entry initially
• Not all Databases are there (SS are adding these
  all the time
• No cost module at present (coming later 2007)
• Statistics module provides only access
  information (add-on COUNTERcounter may be
  available in Summer 2007)

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Article Linker

• The OpenURL project team
• Ros Pan, Anne Vernet, Claire Moran, Eoin McCarney

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Article Linker

• Purchased all the products late 2006
• Tentatively switched on OpenURL in CSA Dec 12th
• We sent our initial configuration requirements to
  SS Dec 21st
• By February 23rd all problems with the first
  configuration ironed out may well want to make
  some changes to that set-up
• We have re-branded the product as find it _at_ UCD
  Library
• We have OpenURL switched on in CSA databases,
  Ebsco databases, Google Scholar, DNB and ORO -
  Windows live academic search is due
• We had staff meetings in February to make people
  aware of the product and seek their feedback on
  various decision points we have to make next
  excellent feedback informing next stages of the
  project

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Article Linker DEMO 1

• Can customise branding
• Can customise style of citation we have brief
  APA style
• Can decide the order of the holdings columns
• Can decide if custom links or extra links other
  than e-journal full text should be shown on all
  records or only if there is no full text
• Can decide what sort of custom links you want
• Can decide if we should stop at a summary screen
  for users or set up to just take them straight
  through to one of the full text providers for
  that article with no intervening summary of
  holdings screens

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Demo Ebsco results screen
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No choice of local button
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Journal article we have full text
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Journal article we have no full text
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Book we have no full text
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Article Linker DEMO 2 starting point in full
text
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Article Linker Issues

• A lot of the links to full text cannot be
  provided at the Article level, so some manual
  navigation down from the journal title page is
  still needed
• A number of important abstracting and indexing
  databases do not support OpenURL so we cannot
  switch on this facility at all
• If we have full text but it is in a database-type
  product and not listed as a discrete journal
  title in the Knowledge Base the system tells
  users we have no full text e.g. databases built
  from Newspapers
• A couple of major aspects of the package that we
  dont like to put forward as enhancement requests
• A number of straightforward errors have been
  found where Article level links are shown but do
  not provide links to Articles (CUP, MD Consult)

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Next phases of the project 1 set up

• Consider staff feedback on forms and mails
• Making any changes to buttons, name etc
• Any other changes to wording e.g. headings of
  the 3 columns of data may be better worded
• May be able to alter the actual links to Article,
  Journal, Issue, Volume in terms of the text used
  there full text suggested rather than Article
  is an example
• Need for more sophisticated custom links, with
  e.g. same catalogue searches badged differently
  for different types of recordsearch for this
  book by ISBNsearch for print copy of this
  journal by ISSN

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Next phase of project 2 - testing

• Test how all the main full text providers perform
• Article level links provided?
• Sail straight through or nasty intervening
  screens like Ebsco?
• How does it go off-campus
• Alter the priority list on the basis of results
• Test how it works on public access machines in
  the libraries
• Test Google Scholar further
• Test how the moving wall behaves
• Test the citation searcher stand-alone tool
• Decide if we want this and if so where to put in
  links

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Stand alone article level discovery tool
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Linking to targets Article levels links

• Elsevier ScienceDirect
• SpringerLink
• SwetsWise
• Blackwell Synergy
• Wilson Omnifile
• American Medical Association
• Annual Reviews
• BMJ Journals

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Linking to targets Article levels? NO

• Wiley Interscience
• Westlaw
• Sage
• ACM Digital Library
• SIAM Journals
• Royal Society of Chemistry
• American Chemical Society
• WorldSciNet

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Next phase of the project 3 errors and
enhancements

• Finish our local database to log errors,
  configuration changes and enhancement requests we
  want and
• Send errors regularly to Serials Solutions
• Send enhancement requests to Serials Solutions
• Raise with Serials Solutions those products not
  supported as sources and with the companies
  directly (IUISC, UKSG etc)

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Next phase of the project 4 going live

• Switch on in full text databases IF we think it
  is useful
• Can now try it in DNB and ORO
• Consider the launch date of the product again
  bring it forward? August too late for publicity
  leaflets etc
• Test out on a group(s) of our users
• Switch on other Abstracting and Indexing
  databases
• Assess the publicity materials needed and prepare
  these possibly combining with Cross-search
• Ensure that all existing guides, website pages,
  information skills trainers make required changes
  in documentation and presentation
• Publicise and do a launch if thought a good idea
  probably combining with Cross-search

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Central Search

• The Central Search project team
• Ros Pan, Anne Vernet, Etain Deenihan, Josh Clark,
  Clare Duggan, Ailish Brady

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Central Search

• Building clusters of subscription, free, AI,
  full text products which are automatically
  searched in one operation and the user gets one
  results set
• We have paid for 100 products to be turned on
  across all of our clusters
• Remotely hosted so Serials Solutions do all the
  coding to make each product work
• Initial work for us is What subject and other
  clusters do we wantTherefore what is the initial
  list of products to switch on for UCD
• And a modest amount of screen configuring on
  worksheets, much less than with Article Linker

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a powerhouse combo of a federated search engine
enhanced by Vivisimo's clustering technology .
This will make most library patrons appreciate
the quality and variety of information and the
guidance on offerings from their libraries. Red
Orbit Breaking News Jan 07 http//www.redorbit.com
/news/technology/797134/vivsimo_central_search_tim
e_magazine_and_the_open_directory_project/?source
r_technology
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Central Search how it will look

• Add picture of subject cluster screen

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Central Search the pre-built clusters

• A mixed Quick Start cluster
• A cluster including all of our main full text
  journal publishers and aggregators
• A ready-reference grouping of key reference
  resources
• Subject clusters in Business, Law, Physics,
  Geology and Computer Science

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Central Search the pre-built clusters

• We then picked the products we ideally wanted in
  each of these clusters
• Bibliographic Services project person with
  assistance matched these against the master Excel
  listing provided by Serials Solutions and you end
  up with
• Marked up list of those products supported that
  we want switched on PLUS
• A list of the products we want included that
  Serials Solutions have not yet coded up they
  will report to us those they can do for us and
  those that simply will not work
• Looks like about lt70 will be ready to go and 30
  missing how many of those 30 can be coded up at
  all???

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Ideal Business cluster
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Central Search next steps

• Submit list of products to switch on
• Submit configuration sheets on screen layout etc
• Wait 6-8 weeks for the company to get this all
  set up for us
• TEST IT OUT how it works, speed of it, results
  sets, how these compare to searching the native
  interfaces
• Library staff meetings and demos and feedback
• Consider how to embed the subject searches into
  portals and web pages for each subject an API
  is available and we can completely re-design the
  screens in the future

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Central Search likely issues

• A lot of key databases in some subject areas are
  not supported
• How poor will the result sets be in comparison
  to searching each database separately?
• Will the speed be very slow if you put together
  very large sets of products to cross-search?
  Looks like vertical search engine but got to do
  all the searches on the fly
• And how to market the product conservative or
  radical replacement approach?

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Conservative approach an extra possibility
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Radical approaches replace catalogue search,
replace individual database listings
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Final concluding points

• It is all a work in progress, will be able to
  make fuller report at a later stage
• NONE of these products is integrated with the
  TALIS LMS.
• If these add-ons come with the LMS you have,
  there are obvious added benefits to be gained
  from that to consider
• If you spend 800,000 pa on electronic resources
  then it is worth spending around 4-5 extra to
  get a great increase in awareness and use of them

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References

• Title Canute rules the waves? Hope for
  e-library tools facing the challenge of the
  Google generation Author(s) Martin Myhill
  Journal Program electronic library and
  information systems http//www.emeraldinsight.com
  /10.1108/00330330710724854
• Title MetaGoogle! Using MetaLib to deliver
  user-centred information services at
  LoughboroughAuthor Frank ParryPresentation
  ALISS August 2006http//www.lse.ac.uk/library/oth
  er_sites/aliss/23augustparry.ppt