SFX – an introduction


Erasmushogeschool Brussel | 22
januari 2010

Alan Oliver, Business Development
Director
Copyright Statement
•   All of the information and material inclusive of text, images, logos, product names is either
    ...
Agenda
• Introduction and context
   •   Electronic resources (e-resources)
   •   User expectations and the challenge for...
Electronic resources (e-resources)
    All online information material and services including:


Objects                  ...
Users expectations

• Easy and seamless access
   • to all material at the point of need


• Intuitive navigation
   • bet...
The challenge for the library

 • Interlinking of e-resources
       • on different systems and platforms in              ...
SFX – the solution

 • OpenURL link-resolver and KnowledgeBase
    • accepts OpenURL with metadata input from any source
 ...
The OpenURL – a quick overview
 • NISO standard Z39.88 – published in 2004

 • Standard format for the transfer of metadat...
SFX – key benefits for users
 • Tailored link services at users' fingertips
    • Full-text services linking to e-journals...
SFX – key benefits for the librarian


• Easy set up and integration
   • Web-based administration
   • Comprehensive, up-...
SFX – the users view
                       Portal       Full text
                                                       ...
SFX – the users view

           1. finds citation
           and clicks on
           SFX button

                2. Menu...
SFX - the data flow

                       1. finds citation
                       and clicks on
                       ...
SFX – Easy setup

• Comprehensive and up-to-date KnowledgeBase
  containing:

• Global and local resources

      •   e-jo...
SFX – Easy setup

 • Central web based administration
    •   KnowledgeBase administration
    •   Menu and A-Z List confi...
SFX – Easy setup

• Default settings for immediate use
      •   2 different menu templates
      •   Preset conditions, d...
SFX Menu configuration – default templates




                 SFX – an introduction
                             17
SFX - open and under library control

• Totally customizable for advanced integration

   • Access to HTML and programs
  ...
SFX – reports and statistics
• KB tools -   collection monitoring and management
  • Reports include
     • Overlaps betwe...
SFX – reports and statistics
• KB tools -   collection monitoring and management
  • Reports include
      • Overlaps betw...
SFX – A touch of magic!

• Changes made on SFXAdmin appear
  immediately

• e-book FRBRization supported via xISBN or
  Th...
SFX and bX scholarly recommender service


• Recommender systems – a definition




Recommender systems form a specific ty...
bX: a scholarly recommender service
•   Users interested in this article:




                    also expressed an intere...
bX


• Aggregates SFX usage data (using OpenURL context-object
  format and OAI-PMH for harvesting)

• Provides recommenda...
SFX – Summary

 • Benefits the users with:
    • Tailored link services at users' fingertips
    • Intuitive finding of me...
Thank You!
www.exlibrisgroup.com
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Sfx An Introduction

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

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Sfx An Introduction

  1. 1. SFX – an introduction Erasmushogeschool Brussel | 22 januari 2010 Alan Oliver, Business Development Director
  2. 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 of such loss or damage. • © Ex Libris Ltd., 2008 SFX – an introduction 2
  3. 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. 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 4
  5. 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 5
  6. 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 SFX – an introduction 6
  7. 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 SFX – an introduction 7
  8. 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 SFX – an introduction 8
  9. 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 SFX – an introduction 9
  10. 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 10
  11. 11. SFX – the users view Portal Full text Digital collections A&I OPAC Citation services Library Services KnowledgeBase CitationLinker AZ List SFX – an introduction 11
  12. 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 SFX – an introduction 12
  13. 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 13
  14. 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 SFX – an introduction 14
  15. 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 SFX – an introduction 15
  16. 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 SFX – an introduction 16
  17. 17. SFX Menu configuration – default templates SFX – an introduction 17
  18. 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 SFX – an introduction 18
  19. 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 SFX – an introduction 19
  20. 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 SFX – an introduction 20
  21. 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 SFX – an introduction 21
  22. 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 SFX – an introduction 22
  23. 23. bX: a scholarly recommender service • Users interested in this article: also expressed an interest in these articles: SFX – an introduction 23
  24. 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 SFX – an introduction 24
  25. 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! SFX – an introduction 25
  26. 26. Thank You! www.exlibrisgroup.com
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