Upstream Content Management in an ILS

1
Upstream ContentManagement in an ILS

• Downstream Integrated Access,
• Authentication, Portals Statistics

• - Dr. Ku Kam-ming
• David Palmer

2
Overview

• Why how we made our ER
• How we used this same process to make other
  products

3
The Environment

• 1998
• The University of Hong (HKU)
• 13k students
• 2M bound volumes
• US10.3M book budget
• IP Web consolidating
• E-Resources exploding

4
(No Transcript)
5
(No Transcript)
6
HKU Main Library - today
7
The Problem

• Several overlapping menus lists
• Different groups updating different menus lists
• Different schedule for updating
• Broken links
• No one knew who to contact to fix each different
  menu list

8
(No Transcript)
9
(No Transcript)
10
(No Transcript)
11
(No Transcript)
12
(No Transcript)
13
Goals

• Content Management
• One repository for the life of the content
• If data is entered in place A, let that be the
  only place it need be entered
• Let existing workflows for print integrate with
  those for e-resources

14
ILS

• Data was already entered in Acq, Cat, and Serials
  modules
• Database of record
• All other views could be derived from ILS
• gt Multipurposing of data!

15
MARC21 Tag 856 ?

• URL should be in holding and not bib
• Subfields in 856 not what we wanted

245 00 6880-01aFang zheng Apabi shu zi tu shu
xi tong helectronic resource bApabi e-book
856 40 uhttp//hku.lib.apabi.comzClick to
search the Database 880 00 6245-01/1a??Apab
i??????helectronic resource bApabi e-book

16
Local Tag 996

• a Yes to include
• c location for dedicated titles
• e Formats books, directories, etc gt 38
• Tag 008, 245h, or BCODE2 not enough
• f number of users allowed
• g for IP mounted titles Remote access?
  Alumni? Distance education? Password control?

17
More of 996 !

• i Roman? CJK? Or both?
• k internal note for special processing
• l linkage ltnumbergt and 856x ltnumbergt
• m Key title in Roman? CJK? Medical?
• n displays note to public
• p jurisdiction (law collections)

18
Example Journal of Med Engineering Technology
856 40 uhttp//eproxy.lib.hku.hk/login?urlhttp/
/ firstsearch.oclc.org/autho100214401journal0
309- 1902screenavailabledonerefererFSIPx12
zClick to start searching via FirstSearch 856
40 uhttp//eproxy.lib.hku.hk/login?urlhttp//
search.epnet.com/direct.asp?dbaphjn22B9Q22
scope site x13zClick to start searching via
Academic Search Premier 996 ycipl12dFirstSea
rcheejf15gpokgphn 996 ycipl13dAcademic
Search Premiereejgspgpokgagphy
19
Password Control

• Checkin record
• Public cannot see
• For general users
• For admin/statistics of titles

C4732406 CHECKIN Information
LABEL TYPE n COPIES 1 RLOC s
SCODE4 - SCODE1 s CLAIMON -
- VENDOR halp. UPDCNT c SCODE2 -
LOCATION int SCODE3 -
PCOUNT 0 XFIELD Web Resources CALL
K1 C53 L41 A5 PFIELD ahkulawlib//uni721
09 IDENTITY Electronic serials LIB. HAS
Issue 1302 (1999)-
20
Workflow

• Collection Development
• Select free purchased titles
• Type of access, number of users, URL, notes
• Acquisitions
• Holdings data, notes
• Cataloging
• Title, author, LCSH, DDC or LCC, language
• Rapid creation Expect (Unix TCL)
• XML Page scrapers for holdings update
• Registry
• Patron records

21
Content Management
Coll. Dev. - License Info
Multi-purposing Of Data
Registry - Build Patron Record
Acq Dept - Order, Checkin Bib
ILS (Innopac)
Cat Dept - Bib record
HKALL (INN-Rreach) OCLC
ltextractgt
Systems Dept
ER
22
lteresgt lttitlegtABA banking journallt/titlegt
ltsubjectgtBanks and banking - Periodicals.lt/subject
gt ltsubjectgtBanks and banking - United States -
Periodicals.lt/subjectgt ltisngt01945947lt/isngt
ltpublishergtUMIlt/publishergt ltcall_no
type"LC"gtHG1501.B6lt/call_nogt ltcall_no
type"DDC"gt332.10973 A512lt/call_nogt
ltlanguagegtEnglishlt/languagegt ltdatabasegt ltnamegtPr
oquestlt/namegt ltlocationgtWeb Mountedlt/locationgt lt
formatgtE-journalslt/formatgt ltaccessgtHKU
Campuslt/accessgt ltaccessgtCircle of
Friendslt/accessgt ltaccessgtSPACElt/accessgt lturl
type"access"gthttp//eproxy.lib.hku.hk/login?url
http//proquest.umi.com/pqdlink?Ver1Exp02-28
-2008REQ3Cert8RkgPFRptdTvV1FKLh3z2fcz32ffR
Y9 GCcIdHZawv9OLnkZsgh2BSZKBJxYZqVW6zlO65X6ibpa1
0-Pub 22987lt/urlgt
23
(No Transcript)
24
(No Transcript)
25
(No Transcript)
26
(No Transcript)
27
(No Transcript)
28
Show individual record
29
New Uses

• Multipurposing !

30
Content Management
Coll. Dev. - License Info
Multi-purposing Of Data
Registry - Build Patron Record
Acq Dept - Order, Checkin Bib
ILS (Innopac)
Cat Dept - Bib record
HKALL (INN-Rreach) OCLC
ltextractgt
Systems Dept
EZProxy - Stats - BRO
Portals - MyLib - Alumni - Distance Edu
SMS
ER
Special DBs -Theses -TOC
31
EZProzy

• Prefix added to URL
• http//eproxy.lib.hku.hk/login?urlhttp//wilsonwe
  b2.hwwilson.com/
• 996g controls access to various groups
• Remote access? Alumni? Distance education?
• Auto updated with cron jobs
• Statistics
• consistent
• Authenticates against ILS patron file

32
(No Transcript)
33
(No Transcript)
34
(No Transcript)
35
(No Transcript)
36
(No Transcript)
37
(No Transcript)
38
(No Transcript)
39
(No Transcript)
40
(No Transcript)
41
(No Transcript)
42
(No Transcript)
43
SMS
44
?? !

• Thank you !