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OpenURL Resolver Implementation: Trialing, Tuning, Training (SLA 2006)
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OpenURL Resolver Implementation: Trialing, Tuning, Training (SLA 2006)

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  • 1. OpenURL Resolver Implementation:OpenURL Resolver Implementation: Trialing, Tuning, TrainingTrialing, Tuning, Training Rafal KasprowskiRafal Kasprowski 2006 SLA Conference2006 SLA Conference Baltimore, MDBaltimore, MD June 12, 2006June 12, 2006
  • 2. Major Implementation StagesMajor Implementation Stages TrialingTrialing: evaluation of OpenURL resolvers,: evaluation of OpenURL resolvers, resulting in selectionresulting in selection TuningTuning: OpenURL resolver implementation: OpenURL resolver implementation and troubleshootingand troubleshooting TrainingTraining: training of reference and instruction: training of reference and instruction staff for the benefit of patronsstaff for the benefit of patrons
  • 3. Advantages of Link Resolver SystemAdvantages of Link Resolver System I.I. Allows users to find all available instances of a fullAllows users to find all available instances of a full text (e.g. article) in fewer searches;text (e.g. article) in fewer searches; II.II. Provides users with other related links specified byProvides users with other related links specified by customer: catalog, ILL, etc.customer: catalog, ILL, etc. III.III. Displays all results in a single uniform interface;Displays all results in a single uniform interface; IV.IV. All data is stored in one knowledge base and needsAll data is stored in one knowledge base and needs to be updated only in a single location.to be updated only in a single location.
  • 4. OpenURL Resolver ComponentsOpenURL Resolver Components Underlying knowledge baseUnderlying knowledge base Database containing library’s subscriptions incl.Database containing library’s subscriptions incl. holdings (e.g. electronic journal manager, EJM)holdings (e.g. electronic journal manager, EJM) Tells the link resolver what full texts are availableTells the link resolver what full texts are available from publishers the library is subscribed tofrom publishers the library is subscribed to Linking technologyLinking technology Link resolver checks library’s holdings in EJM forLink resolver checks library’s holdings in EJM for the selected citation and displays relevantthe selected citation and displays relevant providers on a menu pageproviders on a menu page
  • 5. Interaction with Link Resolver SystemInteraction with Link Resolver System I.I. User searches in a resource (source) in which the resolverUser searches in a resource (source) in which the resolver system has been set up;system has been set up; II.II. A link or icon to the resolver is displayed next to eachA link or icon to the resolver is displayed next to each citation result;citation result; III.III. If the full text for a citation is not available in resource, userIf the full text for a citation is not available in resource, user clicks on the resolver link to search for full text;clicks on the resolver link to search for full text; IV.IV. Resolver checks the EJM for relevant holdings;Resolver checks the EJM for relevant holdings; V.V. Resolver presents full-text results as hyperlinks in aResolver presents full-text results as hyperlinks in a separate menu (targets); other links are also provided:separate menu (targets); other links are also provided: catalog, ILL form, related linkscatalog, ILL form, related links
  • 6. Link Resolver ServicesLink Resolver Services Some link resolver packages on the market:Some link resolver packages on the market: VendorVendor EJMEJM ResolverResolver EBSCOEBSCO A-to-ZA-to-Z LinkSourceLinkSource Ex LibrisEx Libris SFXSFX SFXSFX SerialsSolutionsSerialsSolutions Access &Access & Management SuiteManagement Suite ArticleLinkerArticleLinker TDNetTDNet Journal ManagerJournal Manager TOURTOUR Institution may choose EJM and resolver from the same or different vendorsInstitution may choose EJM and resolver from the same or different vendors
  • 7. Implementation at Univ. HoustonImplementation at Univ. Houston Univ. Houston, phase 1:Univ. Houston, phase 1: Provide patrons with easier access to full-textProvide patrons with easier access to full-text resources subscribed by libraryresources subscribed by library Result: Addition of TDNet OpenURL ResolverResult: Addition of TDNet OpenURL Resolver (TOUR) to EJM at no cost(TOUR) to EJM at no cost Univ. Houston, phase 2:Univ. Houston, phase 2: Replace underlying EJM because of data integrityReplace underlying EJM because of data integrity problems: unacceptable content update delaysproblems: unacceptable content update delays Result: Switch to EBSCO’s EJM–link resolverResult: Switch to EBSCO’s EJM–link resolver package; both EJM and resolver were changedpackage; both EJM and resolver were changed
  • 8. Link Resolver Selection ProcessLink Resolver Selection Process 1.1. Determine budget for the service - select vendors andDetermine budget for the service - select vendors and package that fit budget best;package that fit budget best; 2.2. Create implementation task force as liaison betweenCreate implementation task force as liaison between library administration and library community;library administration and library community; 3.3. Establish link resolver (and if necessary EJM) selectionEstablish link resolver (and if necessary EJM) selection criteria from literature on the topic;criteria from literature on the topic; 4.4. Test products against criteria grid;Test products against criteria grid; 5.5. Ensure transparency: document process and makeEnsure transparency: document process and make deliverables available to library community via intranet;deliverables available to library community via intranet;
  • 9. Link Resolver Selection ProcessLink Resolver Selection Process (cont’d)(cont’d) 6.6. Librarian instruction: Explain EJM–link resolver systemLibrarian instruction: Explain EJM–link resolver system and produce background documents;and produce background documents; 7.7. Get library community involved in testing: make their voteGet library community involved in testing: make their vote count in terms of product’s user-friendliness;count in terms of product’s user-friendliness; 8.8. After product is selected, provide additional training toAfter product is selected, provide additional training to library community on specific product selected;library community on specific product selected; 9.9. Announce service changes to patrons on library Web site;Announce service changes to patrons on library Web site; 10.10. After implementation, make resolver menu part ofAfter implementation, make resolver menu part of database training for patrons.database training for patrons.
  • 10. Examples of Selection CriteriaExamples of Selection Criteria Cost;Cost; Vendor history and stability;Vendor history and stability; Known customer service;Known customer service; Linking response time (server problems);Linking response time (server problems); Display of coverage information (holdings range, embargo);Display of coverage information (holdings range, embargo); Customization options (branding, link layout, third-party links,Customization options (branding, link layout, third-party links, public links);public links); Control over admin functions (link order, link display criteria);Control over admin functions (link order, link display criteria); Number of source and target providers covered;Number of source and target providers covered; Full-text linking success rate.Full-text linking success rate.
  • 11. Problems at Trialing StageProblems at Trialing Stage Not all product features available at trial phaseNot all product features available at trial phase for testingfor testing Not all holdings data migrated to new EJMNot all holdings data migrated to new EJM Not all sources and targets turned on for link resolver testingNot all sources and targets turned on for link resolver testing Product evolves during trial phaseProduct evolves during trial phase Platform change, e.g. LinkSource: EBSCOhostPlatform change, e.g. LinkSource: EBSCOhost  A-to-ZA-to-Z Data migration and bug fixes cause implementation delayData migration and bug fixes cause implementation delay Level of real customer supportLevel of real customer support EJM data update delays compromise linking effectivenessEJM data update delays compromise linking effectiveness
  • 12. Problems after ImplementationProblems after Implementation Indexing problems affecting linkingIndexing problems affecting linking Source-to-target mismatches: ISSN, journal title, page formatSource-to-target mismatches: ISSN, journal title, page format Indexing gaps: no ISSN, ISBN, journal title, starting pageIndexing gaps: no ISSN, ISBN, journal title, starting page New or existing journals/collections not in EJMNew or existing journals/collections not in EJM Linking impossible – profiles must be added by providerLinking impossible – profiles must be added by provider Resolver menu links may need to be modifiedResolver menu links may need to be modified OpenURL links for certain providersOpenURL links for certain providers Non-OpenURL catalog link should work for ISSN, ISBN, Title searchesNon-OpenURL catalog link should work for ISSN, ISBN, Title searches ILL link should handle all content typesILL link should handle all content types (journals, books, book chapters,(journals, books, book chapters, proceedings, etc.)proceedings, etc.) for a single database: PsycInfo in EBSCOhost, Compendex in EV2for a single database: PsycInfo in EBSCOhost, Compendex in EV2 across a database platform, e.g. EV2 (Compendex, Inspec, NTIS)across a database platform, e.g. EV2 (Compendex, Inspec, NTIS) across platforms, e.g. accession number is AN (EBSCO) and ABBR (EV2)across platforms, e.g. accession number is AN (EBSCO) and ABBR (EV2)
  • 13. Lessons LearnedLessons Learned Proper selection processProper selection process Quality assessmentQuality assessment Cost benefitCost benefit Product fits your needsProduct fits your needs Library community involvementLibrary community involvement Resolver affects library reference and instructionResolver affects library reference and instruction services; involve in testing and trainingservices; involve in testing and training Customer supportCustomer support Complexity and continuing change require rapidComplexity and continuing change require rapid response and customizations by service providerresponse and customizations by service provider
  • 14. Thank youThank you Rafal KasprowskiRafal Kasprowski Electronic Resources CoordinatorElectronic Resources Coordinator University of Houston LibrariesUniversity of Houston Libraries rkasprowski@uh.edurkasprowski@uh.edu