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Resource Lists and the Ex Libris application suite, By Richard Cross (Nottingham Trent University)
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Resource Lists and the Ex Libris application suite, By Richard Cross (Nottingham Trent University)

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This presentation was written by Richard Corss (Nottingham Trent University), and presented at the 2010 Conference of the Ex Libris User Group, United Kingdom and Ireland (EPUG-UKI), held at the …

This presentation was written by Richard Corss (Nottingham Trent University), and presented at the 2010 Conference of the Ex Libris User Group, United Kingdom and Ireland (EPUG-UKI), held at the British Library Conference Centre, London on 1-2 November


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  • 1. 30 January 2015 1 Resource Lists and the Ex Libris application suite (and ALEPH/Voyager and SFX in particular) Richard Cross, Resource Discovery and Innovation Manager Libraries and Learning Resources, Nottingham Trent University EPUG-UKI Conference, British Library, 1-2 November 2010
  • 2. 30 January 2015 2 Agenda Context •Nottingham Trent University and Resource Lists •The Resource List Project at Nottingham Trent University •Talis Aspire – implemented, live RLMS solution Ex Libris applications and Aspire •Academics – collecting information about resources to add to Lists •Librarians – supporting List provision by acquiring resources •Students – discovering resources on Lists (and connecting to them) Potential future application and service integrations
  • 3. 30 January 2015 3 Resource Lists: context Resource Lists and the Ex Libris application suite EPUG-UKI Conference, British Library, 1-2 November 2010
  • 4. NTU: A renewed push for information skills • Raising information and literacy skills – an increasing HE priority • Key aims: facilitate development of the ‘independent learner’; and support ‘directed study’ through access to information resources • Student feedback reported failings in delivery of ‘direct reading’ “I can’t find the things my lecturer told me to read” • Existing Resource List management was not up to task “I can’t find a list of things from my lecturer that I ought to read”
  • 5. How were Resource Lists being managed? • No guarantee to the student: no certainty that course offerings would provide the learner with a reading list; experiences differed • No consistent ‘format’: not physical format; nor structure; nor extent; nor over reach and range of materials • No single point of student discovery: some lists were held in the VLE database; some as VLE documents; some as print-only • No consistent method for library discovery: library sought to acquire as many lists as possible, but only accessed a small percentage (circa 20%) • No rigorous workflow: lists were not seamlessly processed from the academic, through the library service, and back to the student • No fully supportive policy framework: to underpin systems
  • 6. Need for a new RLMS Highlighted need for a new integrated online ‘Resource List Management System’ (RLMS), providing: •Academics – ability to create, manage and maintain lists and make these available to students •Students – easy access to relevant lists, and to the discovery of materials on those lists •Library service – ability to review lists; report on items on lists; inform selection and acquisitions decisions to resource those lists; ensure those materials are accurately described and discoverable 30 January 2015 6
  • 7. RLMS project group • Secured backing of university to implement new RLMS • Through specification, tender, and shortlisting process, NTU became one of cohort of early adopters of Talis Aspire • Began implementation in late 2009; RLMS fully live September 2010 30 January 2015 7
  • 8. By early October: 30K visits a week 30 January 2015 8
  • 9. Talis Aspire • ‘Next generation’ Resource List Management System (distinct from earlier Talis List reading list software) • Exclusively offered as a hosted, cloud-based service • Supports SAML based authentication and authorisation (Shibboleth) • Integration with local ALEPH, Voyager and SFX services provided as part of implementation (along with customisation, data import, etc.) • Search and browse options for list discovery • Support for deep-linking from VLE (or other locations) 30 January 2015 9
  • 10. 30 January 2015 10 Resource Lists: ALEPH, Voyager and SFX Resource Lists and the Ex Libris application suite EPUG-UKI Conference, British Library, 1-2 November 2010
  • 11. Populating a resource list with items 30 January 2015 11 • A JavaScript based web browser plug-in enables records to be Bookmarked directly from the library catalogue and a number of full-text journal platforms ‘Bookmark’ items online – from the OPAC, journal platforms and elsewhere Populate lists with items – arrange, organise and annotate as required • Academics (or librarians) create lists through a two stage process
  • 12. The Bookmark browser plug-in (IE and FF) Any web location can be Bookmarked:  Extracts page title and URL • Minimal metadata • URL may not be persistent or authentication-aware Web locations configured for the Bookmark plug-in:  Extracts identifiers to perform an additional look-up (LCN, ISBN, DOI)  Returns far richer metadata  Enables more appropriate linking 30 January 2015 12
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  • 16. The Bookmark plug-in – ALEPH and Voyager ALEPH •Bookmark request extracts LCN from Bib Rec •LCN is added to X-Server request, which returns Bib and Holdings data, written to the Aspire record •LCN X-Server look-up is used once to extract the Bib data and repeatedly in real-time for the Availability look-up Voyager •Bookmark request extracts LCN from Bib Rec •LCN is added to a z-request (with functionality as above) 30 January 2015 16
  • 17. The Voyager and ALEPH preference 30 January 2015 17 • A list author begins a search on Amazon, bookmarking an Item…
  • 18. • Aspire extracts ISBN values from the Amazon record; finds a match in Voyager or ALEPH, so draws Bib data and the LCN value from the OPAC to create the Bookmarked item 30 January 2015 18
  • 19. Authoring a Resource List – drag-and-drop 30 January 2015 19
  • 20. 30 January 2015 20 Resource List – preparing the student view • Adding and organising items – authoring (direct or mediated) • Item priority status – set by list author • Item annotation – added by list author
  • 21. 30 January 2015 21 Resource List – Item view (physical stock) • Item data – extracted from OPAC record • Library availability – a live holdings look-up • ‘View in library catalogue’ – a LCN deep-link • ‘Other formats/editions’ – a Title/Author search
  • 22. Resource List – Item view (electronic book) 30 January 2015 22 • Item data – extracted from OPAC record • Link – $856 URL presented in Resource List record • ‘View in library catalogue’ – a LCN deep-link • ‘Other formats/editions’ – a Title/Author search
  • 23. Resource List – Item view (journal article) 30 January 2015 23 • Item data – extracted via CrossRef look-up from journal site DOI • SFX link – inclusion of DOI is threshold for display of SFX link
  • 24. Integrating SFX • Talis has licensed use of CrossRef service for Aspire: Digital Object Identifier (DOI) parsing is key mechanism for retrieving electronic journal metadata In RLMS record • SFX conditional display in an Item view is dependent on the presence of a DOI in the Item record • Adds DOI (and DOI only) to available OpenURL • DOI also added to COinS span in page html
  • 25. Submitting lists for library review • List authors submit lists for library review • Authors can add information (on e.g. numbers of enrolled students) • Library staff can review and record outcomes of review within Aspire; or export data for external use • Authors receive confirmation feedback on completion of review 30 January 2015 25
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  • 27. ‘Check other references’ • Item-level one-click check of other occurrences of on item on other lists (by LCN, ISBNs, ISSNs and DOIs) • Useful for informing stock level calculations and identifying acquisitions threshold triggers January 30, 2015 27
  • 28. Log of selection and acquisitions outcomes • RLMS does not displace any existing Acquisitions processing (Order, Invoicing, Budgets and Funds, et al) • Can be used to record any steps in the library Selection workflow, and Acquisitions decision making • Recording Resource List identifier in LMS order allows cross-referencing between two applications 30 January 2015 28
  • 29. 30 January 2015 29 Some of the immediate key challenges • Impact on existing selection and acquisitions workflows • Deciding on how to satisfy RLMS tracking and reporting needs (RLMS, LMS or both) If academics create lists… • Academics bookmarking things the library does not have (but could have) in stock – key developments in alternative authority sources have recently gone live; still the need to fix many externally sourced records • Academics creating links to electronic materials (even though they always have, in dark corners of VLE) – new requirement to validate and fix as necessary (metadata and authentication)
  • 30. 30 January 2015 30 Resource Lists: potential future integrations Resource Lists and the Ex Libris application suite EPUG-UKI Conference, British Library, 1-2 November 2010
  • 31. 30 January 2015 31 Key future enhancements and integrations RLMS and the Ex Libris suite •PRIMO (as Bookmarking source; availability and holdings data source) •Voyager, ALEPH, PRIMO, SFX (maybe for MetaLib) for web services look-up “This item is referenced on the following Resource Lists…” •URM Selection & Acquisitions processes and MMS RLMS and other applications •Citation and referencing services (RefWorks, EndNote, et al) •Vendor and material supplier services (for purchasable items)
  • 32. 30 January 2015 32 Questions or comments? Richard Cross, Nottingham Trent University | richard.cross@ntu.ac.uk Nottingham Trent University - RLMS http://resourcelists.ntu.ac.uk Resource Lists in Talis Aspire are openly accessible

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