Transcript Complete E-Journal Access Solutions

The most comprehensive e-journal access
solutions!
Chris Pierard
Steve McCracken
Director of Sales, Serials Solutions
Peter McCracken, MLS
Serials Solutions, Inc.
Serials Solutions
Comprehensive solutions for accessing &
managing a library’s entire collection of
full-text, electronic serials
Includes content available in aggregated databases,
publishers and subscriptions agents
E-Journal A.M.S.
Enable efficient access
and management of your
e-journal collection
Patron-centric
• E-Journal Portal
• A-to-Z title list in multiple
formats
• Journal Linker
• Title Searching
• Subject Browsing
• Ulrichsweb.com bi-directional
linking
Librarian-centric
• Overlap Analysis
• Library Data Customization
• Usage Statistics
Customized E-journal Portal
Hosted by Serials
Solutions
Library-specific branding &
links
Title searching
Title browsing
Subject browsing
Direct database access
Title searching
Search by:
• Easy for patrons to use
• No maintenance for librarians
A-to-Z Title Lists
• Available hosted on our servers
(through the E-Journal Portal)
• Also delivered as stand-alone
HTML files, print and/or data
reports
• Includes:
• Journal titles
• Coverage dates
• Provider and database
• URLs that typically link
directly to the journal
A Serials Solutions title
list provides you and
your patrons a single,
comprehensive and
accurate list of all the
electronic serials
available at your library.
Subject Browsing
Find and access
e-journals by
subject
• Patrons “browse” in
categories and subcategories
• Integrated in E-Journal
Portal & HTML reports
• Copy the search form
and paste it anywhere!
• Hosted by Serials
Solutions
Journal Linker: a journal level link resolver
•
Link from an abstract, index
or citation to the full-text of
the journal, anywhere in
your collection.
•
Links from within the
referring database -- the
primary benefit of OpenURL
resolvers
•
Most affordable link resolver
•
Different from Article Linker
Usage Stats
• See, in one easy-touse place, what is
being accessed by
patrons
• Evaluate based upon
institutional level
access path
• Benchmarking to
evaluate effectiveness
of e-serial databases
based upon usage
across peer group
libraries
E-Journal Management – Overlap Analysis
Too much duplication?
A powerful new acquisition tool
• Identify the amount of overlap in each database in your
collection
• Evaluate possible changes to your collection
• Get the most out of your resources budget
• Increase unique title counts
• Reduce duplication
Overlap Analysis
Detailed information about each database in your collection.
Also shows how databases compare to each other.
Note how few unique titles are in
this database – is it worth its cost?
Library Workflow
Quick Set–up
1. Specify your e-journal
collection
Easy to do with RFQ and Online
Client Center
2. Customize your
E-Journal Portal
Choose custom resources and
library specific branding. Product
Support specialist will assist you
through the entire process.
Simple Ongoing
Maintenance
1. Indicate when you
make changes to your
collection
Easy to do with Client Center
and assistance of Product
Support Representatives.
Data Management
Managing the sheer magnitude of data
is of critical importance
• Critical for delivering accurate answers:
– Accurate links in A-to-Z title list
– Reliable results from OpenURL link resolver
– Accurate data in OPAC
– Accurate data for management tools
• Three types of data:
– Holdings data (Knowledgebase)
– Library specific data (Customization)
– Bibliographic data (Cataloging)
Ask
Yourself:
Would you
buy a phone
book full of
wrong
numbers?
Holdings Data
Serials Solutions delivers the most
comprehensive knowledgebase available
•
Track virtually every full-text English language
database. (plus some Latin based, non-English language content)
•
All content provider meta-data updated at least
once a month
•
Direct relationships with aggregators and
publishers
Library Data Customization
Client Center allows you the most flexibility in
customizing your data
Examples include:
• Customize URL’s for specific journals or databases
• Add customized proxy server URLs
• Customize holding dates for specific journals or
databases
• Customize database names
• View holdings information before adding a database
to your profile
Changes are easy to implement in Client Center.
Data Acquisition and Management
Processes:
• Collect data
Over 800 databases; 348,000 title/ISSN combinations; 1 million MARC
records
• Normalize related data points
Connect title/ISSN combinations with specific MARC records
• Manage, maintain, and standardize data
Standardize date formats, etc.
Systems Overview:
• Direct relationships with publishers, aggregators, & 3rd party
cataloging vendors
• Multiple proprietary, in-house, management tool sets (java, XML)
• Unique database with true work-level journal identifiers
Article Linker: more features
•
Resolves OpenURLs to
deliver the easiest path
to content, anywhere in
your collection.
Links directly to the
article, when available
Highly customizable
•• Provides
links directly
results
page
to
ALL of
your content
• providers
Accepts OpenURLs from
a variety of sources
• Includes your local
• holdings
1-click to Article
•
Results hierarchy
• Integrates with our
Enables rapid search and • A-to-Z
Easy to title
install
and
list
and
find for known items,
maintain
full
MARC records
including individual
articles
Article Linker
OpenURL link resolvers enables you to
interlink your many disparate resources
•
•
•
•
One linking platform connects multiple resources
Less administration and maintenance for library
NISO standard creates greater stability
Fewer broken links
Patron Experience Using Article Linker
Patron is in an A&I
database and finds an
article that she wants
to read, but the fulltext is not available.
Patron clicks on
“Search for full text”
or “Article Linker.”
Patron Experience – Results Page
Patron is taken to
results page, where
they can quickly and
easily see all of their
options for accessing
the full text of their
desired article.
Patron selects a link to
an article in a
database.
Patron Experience – Linking to Full-Text Article
Patron is taken
to the article of
their choice, in
the database of
their choice.
Article Linker Results page
Text, branding, &
extended resources
are completely
customizable.
Sample Customization
Setting a Hierarchy for Content Providers
You can decide
the order in
which each
database appears
on the Article
Linker results
screen.
Choose the
database,
then decide the
order.
1-Click to Article
Allows
patrons to
link from a
Source…
1-Click to Article
direct to the
article within
the highest
ranked content
provider,
whenever
available.
1-Click to Article
Administrative
interface makes
it easy to turn
on and off.
Article Linker Software
An intuitive, easy-to-use interface
Library branded page
Search results confirmed
Full-text linking options
Article Linker never presents patrons
with a “Dead End”
Integrate with your other access services:
Additional options include:
•
ILL
•
Document delivery
•
Union catalog
•
Local catalog
•
Web search engines
•
Library customized
•
Customization of Linking Choices
• Libraries have the ability to:
• Order content provider links
• De-dupe by provider
• 1-Click navigation
–
Either with or without a helper window
•
•
•
A-to-Z title list for non-linked resources
and browsing by novice users
Consistent data in ILS via Full MARC
Records service
Discovery searching via Central Search
One profile powers multiple services –
delivers integration for librarians and
patrons.
Library Workflow
Set–up
Ongoing Maintenance
1. Specify your e-serial
collection
1. Indicate changes you
have made to your
collection
Easy to do with RFQ and Online Client
Center
2. Customize your Article
Linker results page
Choose library specific branding,
custom resources and linking choices
3. Activate OpenURL links in
referring sources
Serials Solutions support staff will
assist you with this.
Easy to do with Client Center
Serials Solutions’ Workflow
1. Host server: no need for library to purchase and maintain
server
2. Host software: no need for library to install software and
maintain updates and enhancements over time
3. Maintain entire underlying knowledgebase
4. Keep constantly changing linking syntaxes up to date.
5. Monitor and integrate new sources and targets
6. Provide support and advice throughout the entire process
7. Continually enhance products, consistently adding features
and functionality
Full MARC Records
Full MARC Records Service – Why??
•
•
•
Almost impossible to maintain all e-serials in catalog
Search for serials in OPAC delivers unreliable
answer +/- 80% of the time
Under-use of library’s full-text electronic resources
•
OPAC no longer displays entire collection
The importance of electronic journals
Institution
type
Avg number of
print journals**
Avg number of
electronic
journals***
E-journals as
percent of all
journals
Associate*
874
5,617
86.5%
1,372
6,841
83.3%
3,178
7,910
71.3%
15,046
9,836
39.5%
3,529
6,362
64.3%
(n=60)
Baccalaureate*
(n=60)
Masters*
(n=60)
Doctoral*
(n=30)
Large publics
(n=25)
* per Carnegie Classification, 2000
** greater of 1998 IPEDS or 2002 American Library Directory
*** Serials Solutions data, September 2003
Full MARC Records Service
Enables librarians
to include electronic
journals in their OPAC
•
Best bibliographic data
•
Best holdings data
•
100% coverage
•
Virtually unlimited
customization
•
In use with all major OPACs
•
Only widely installed solution
•
Dramatically reduce workload
Detailed Record Options
CONSER Records
• 900,000+ holdings in Serials Solution’s database
• Best available Bibliographic source
• Updated weekly
Non-CONSER Records
• Fills in gaps in CONSER coverage
• Records from third party sources, including
Gale, Ulrichs and others.
• Accurate overlay when a CONSER record
becomes available
Brief Records Options
Brief MARC records deliver 100% journal coverage
• Serials Solutions creates brief MARC records for titles when
there is not a CONSER or other record available
• Information includes: title, ISSN (if available), holdings dates,
URL and provider name.
• You can customize the 655 Field to read “Electronic Resource”.
Almost unlimited customizations to records
Nearly unlimited options, including:
• Delete fields (010s, 042s, 510s, 530s, 533s, 852s,
853s, 863s; pseudo LC Call numbers; others)
• Edit fixed fields (006s, 007s, 008s)
• Add fields (440s, 655s, 710s, 949s; others)
• Customize fields (506s, 516s, 530s; others)
• Customize call numbers
• Add 856s that link to Article Linker
• Include proxy servers prefixes, library-specific URLs
Reduce library workload
Reduce workload on library
• Serials Solutions delivers easiest and most efficient
method for including all electronic serials in the
library catalog
• All holdings management and cataloging done by
Serials solutions
• New subscribers can be up and running in under two
weeks (depends on library decision making time)
Full MARC records: Library workflow
Set–up
1. Specify the
e-serial collection
Initial Load
1. Load new records for
their entire collection
Easy to do with RFQ and online Client
Center
2. Customize the MARC
records
Choose default edits, or make your
own customizations
3. Choose a schedule
Most choose every month; some
choose every other month
Ongoing Maintenance
1. Load updated records
Full MARC records: Serials Solutions’ workflow
1. Collect and maintain e-serial holdings data for their
databases
2. Collect and maintain bibliographic data from Library of
Congress and other sources
3. Normalize e-serial holdings data and associate with
authority records
4. Create customized record template for library
5. Create initial set of records and ship to library
6. Identify changes that have occurred since previous
shipment of records; edit/create new records to reflect
changes; ship new records
7. Provide support and advice throughout entire process
Most Widely Installed Solution . . .
Serials Solutions MARC records are in use with:
• Innovative Interfaces
• Endeavor
• SIRSI
• DRA
• Ex Libris
• Dynix
• VTLS
• others
The Serials Solutions, Solution
A Feature-Rich Federated Search Solution
•
Allows patrons to search disparate digital resources from a
single, easy to use interface
•
Dramatically reduces the time required to search multiple
resources
•
Introduces your patrons to the richness of your collection
Challenges to Librarians & Patrons
The Challenges
• Librarians and patrons are looking for a
federated search solution that enables
simultaneous searching of electronic resources.
• Librarians expect a complete solution to be
easily installed, customizable, and deliver
robust features and connections.
• Patrons are looking for answers. They want
to perform a search once, not multiple times
in a variety of disparate databases.
User Interface
• Simple and clean
interface
• Search some, or
all databases
• Library specific
branding
• Ability to create
custom categories
(coming soon)
• Advanced Search
options
Search Results
• Sort by date, title,
author, or source
• Export records for
printing/saving
• De-duplication of
records (Title, Vol,
issue, year, and
ISSN)
Exporting Results
• Select individual or all
records to export
• Export to HTML or plain
text
• Send selected results to
local printer
• Save results to disk in
HTML for later use
• Ability to export
bibliographic/citation
management software
(available Q2, ‘05)
Stable, Reliable Connection . . .
The reliability of a search result depends upon the
ability to connect with the right information source.
Uses the most stable, robust connection available
Our Architecture supports:
• Z39.50 databases
• XML Gateways
• HTTP connections
• Proprietary databases
Through the use of industry-leading WebFeatTM Translator technology,
we will provide the best connections possible.
Features of Central Search
A Robust, Feature-Rich Solution
•
Off-Site Hosting by Serials Solutions
•
Overlap Analysis
•
Powerful Search Interface
•
Advanced Search Interface
•
WebFeat™ Translator Technology
•
Extensive Authentication Support
•
De-duplication of Records
•
Easy, Rapid Deployment
•
Flexible Results Sorting
•
Robust Connection Management
•
Dynamic Status Indicators
•
Seamless Integration with Article Linker
•
Simple to Use Results Handling
•
Leverages Serials Solutions Knowledgebase
•
Customizable User Interface
•
•
Usage Statistics
Includes E-Journal Access & Management
Suite
*
Ability to Export to Citation Management Software (Q2 05)
Thank you for your time!
Thank you!