Implementing Serial Solutions ERMS, OpenURL and federatd search solutions t UCD

Electronic resource management (ERMS), OpenURL and Cross-Search implementation Claire Moran & Ros Pan UCD Library

Presentation summary
Background to the projects
ERMS Electronic Resource Management System – progress and objectives
Article Linker and Central Search products
Final conclusions

The pilot projects
UCD currently has 3 related projects running to implement 3 products:
ERMS Electronic Resource Management System, believe may be first in Ireland
ArticleLinker, the OpenURL solution
Central Search, the cross-search product
All these products are pilots running for 1 year and then due to be reviewed
All of them have been purchased from Serials Solutions
All will be fully in place for academic session Sept 2007

Our overall aims with these projects
All the projects are trying to address the realities of the digital information world that libraries find themselves in
ERMS is an attempt to bring the management of those resources for which we pay up to scratch in comparison with management of print collections

Our overall aims with these projects
Article Linker and Central Search are both attempts to improve the ease with which users can DISCOVER resources and ACCESS them
They are both modes of discovery, which are attempting to re-launch our abstracting and indexing databases on the one hand, to include search of these alongside other resources (Central Search ), and once result sets are found to make the awareness and use of all available full text much easier than at present (Article Linker )
Both are Library attempts to add value for users
Hope for increased use of A&I databases and of full text journals

Serials Solutions – why?
UCD Library has subscribed to the Serials Solutions e-journals management and listing product for some years – a very important factor in our choice
We have been satisfied with the company www.serialssolutions.com
Remote hosting has not been a problem for us
The lack of hardware and software maintenance and IT skills requirement locally has been important to us
The rigidities and limitations of a remotely hosted solution are something we are used to and can deal with
The products are relatively inexpensive
With the Knowledge Base of e-journal holdings in Serials Solutions it was an obvious step to purchase the OpenURL solution from the same company and integration of the other 2 products also has some advantages

The starting point – ARMS A-Z e-journal listing in place for some years

The starting point – AMS A-Z e-journal listing in place for some years

ERMS The ERMS project team: Ailish Brady, Claire Moran, Fiona Tipple

ERMS
One-stop-shop back-office management system needed
Serials Solutions already had large proportion of our knowledgebase
Initially a 2 month trial October-November 2006
We chose sample of 10 products
Decided not to include individual journal titles

ERMS
January 2007 a 1 year Pilot began
Arduous task of data entry – adding information on each individual product
This is an ongoing project
Once backlog of data entry is completed – system should run smoothly
Information has to be added to 4 separate modules: General; Administration; Licences & Statistics

ERMS - Advantages
One-stop-shop for e-resource management
Contacts only need to be added once
Alerts for product renewals, newly subscribed resources and resources on trial
Add other staff, administrative, liaison librarians to receive alerts
Log administrative and end-user login details in one place

ERMS: Disadvantages
Time consuming data entry initially
Not all Databases are there (SS are adding these all the time
No cost module at present (coming later 2007)
Statistics module provides only access information (add-on COUNTERcounter may be available in Summer 2007)

Article Linker The OpenURL project team: Ros Pan, Anne Vernet, Claire Moran, Eoin McCarney

Article Linker
Purchased all the products late 2006
Tentatively switched on OpenURL in CSA Dec 12 th
We sent our initial configuration requirements to SS Dec 21st
By February 23 rd all problems with the first configuration ironed out – may well want to make some changes to that set-up
We have re-branded the product as find it @ UCD Library
We have OpenURL switched on in: CSA databases, Ebsco databases, Google Scholar, DNB and ORO - Windows live academic search is due
We had staff meetings in February to make people aware of the product and seek their feedback on various decision points we have to make next – excellent feedback informing next stages of the project

Article Linker DEMO 1
Can customise branding
Can customise style of citation – we have brief APA style
Can decide the order of the holdings columns
Can decide if custom links or extra links other than e-journal full text should be shown on all records or only if there is no full text
Can decide what sort of custom links you want
Can decide if we should stop at a summary screen for users or set up to just take them straight through to one of the full text providers for that article with no intervening summary of holdings screens

Demo – Ebsco results screen

No choice of local button

Journal article – we have full text

Journal article – we have no full text

Book – we have no full text

Article Linker DEMO 2 – starting point in full text

Article Linker Issues
A lot of the links to full text cannot be provided at the Article level, so some manual navigation down from the journal title page is still needed
A number of important abstracting and indexing databases do not support OpenURL so we cannot switch on this facility at all
If we have full text but it is in a database-type product and not listed as a discrete journal title in the Knowledge Base the system tells users we have no full text e.g. databases built from Newspapers
A couple of major aspects of the package that we don’t like to put forward as enhancement requests
A number of straightforward errors have been found where Article level links are shown but do not provide links to Articles (CUP, MD Consult)

Next phases of the project 1 – set up
Consider staff feedback on forms and mails
Making any changes to buttons, name etc
Any other changes to wording – e.g. headings of the 3 columns of data may be better worded
May be able to alter the actual links to Article, Journal, Issue, Volume in terms of the text used there – full text suggested rather than Article is an example
Need for more sophisticated custom links, with e.g. same catalogue searches badged differently for different types of record: search for this book by ISBN search for print copy of this journal by ISSN

Next phase of project 2 - testing
Test how all the main full text providers perform
Article level links provided?
Sail straight through or nasty intervening screens like Ebsco?
How does it go off-campus
Alter the priority list on the basis of results
Test how it works on public access machines in the libraries
Test Google Scholar further
Test how the moving wall behaves
Test the citation searcher stand-alone tool
Decide if we want this and if so where to put in links

Stand alone article level discovery tool

Linking to targets – Article levels links
Elsevier ScienceDirect
SpringerLink
SwetsWise
Blackwell Synergy
Institute of Physics
JSTOR
Nature Publishing Group
American Physical Society
MD Consult
Wilson Omnifile
American Medical Association
Annual Reviews
BMJ Journals

Linking to targets – Article levels? NO
Wiley Interscience
Oxford Journals Online
Westlaw
Sage
ACM Digital Library
SIAM Journals
Royal Society of Chemistry
American Chemical Society
WorldSciNet

Next phase of the project 3 – errors and enhancements
Finish our local database to log errors, configuration changes and enhancement requests we want and
Send errors regularly to Serials Solutions
Send enhancement requests to Serials Solutions
Raise with Serials Solutions those products not supported as sources and with the companies directly (IUISC, UKSG etc)

Next phase of the project 4 – going live
Switch on in full text databases IF we think it is useful
Can now try it in DNB and ORO
Consider the launch date of the product again – bring it forward? August too late for publicity leaflets etc
Test out on a group(s) of our users
Switch on other Abstracting and Indexing databases
Assess the publicity materials needed and prepare these – possibly combining with Cross-search
Ensure that all existing guides, website pages, information skills trainers make required changes in documentation and presentation
Publicise and do a launch if thought a good idea – probably combining with Cross-search

Central Search The Central Search project team: Ros Pan, Anne Vernet, Etain Deenihan, Josh Clark, Clare Duggan, Ailish Brady

Central Search
Building clusters of subscription, free, A&I, full text products which are automatically searched in one operation and the user gets one results set
We have paid for 100 products to be turned on across all of our clusters
Remotely hosted so Serials Solutions do all the coding to make each product work
Initial work for us is : What subject and other clusters do we want Therefore what is the initial list of products to switch on for UCD
And a modest amount of screen configuring on worksheets, much less than with Article Linker

“ a powerhouse combo of a federated search engine enhanced by Vivisimo's clustering technology …. This will make most library patrons appreciate the quality and variety of information and the guidance on offerings from their libraries.” Red Orbit Breaking News Jan 07 http://www.redorbit.com/news/technology/797134/vivsimo_central_search_time_magazine_and_the_open_directory_project/?source= r_technology

Central Search – how it will look
Add picture of subject cluster screen

Central Search – the pre-built clusters
A mixed “Quick Start” cluster
A cluster including all of our main full text journal publishers and aggregators
A ready-reference grouping of key reference resources
Subject clusters in: Business, Law, Physics, Geology and Computer Science

Central Search – the pre-built clusters
We then picked the products we ideally wanted in each of these clusters
Bibliographic Services project person with assistance matched these against the master Excel listing provided by Serials Solutions and you end up with:
Marked up list of those products supported that we want switched on PLUS
A list of the products we want included that Serials Solutions have not yet coded up – they will report to us those they can do for us and those that simply will not work
Looks like about 70 will be ready to go and 30 missing – how many of those 30 can be coded up at all???

Ideal Business cluster WARC database MINTEL Reports FORFAS website Irish Newspapers Archives MarketLine Business Information Center Investext Select Global Market Information Database Factfinder - the Irish information source Intute LexisNexis Professional SourceOECD Index to Theses InfoTrac Databases Product List Emerald Journals European Business ASAP Banking Information Source Accounting & Tax Database ABI/INFORM Global Business Source Premier Digital Dissertations WOK Web of Science Social Sciences Citation Index WOK Web of Science Arts & Humanities Citation Index Academic Search Premier Wiley Interscience Journals SwetsWise Online Content Science Direct journals JSTOR Directory of Open Access Journals Blackwell-Synergy

Central Search – next steps
Submit list of products to switch on
Submit configuration sheets on screen layout etc
Wait 6-8 weeks for the company to get this all set up for us
TEST IT OUT – how it works, speed of it, results sets, how these compare to searching the native interfaces
Library staff meetings and demos and feedback
Consider how to embed the subject searches into portals and web pages for each subject – an API is available and we can completely re-design the screens in the future

Central Search – likely issues
A lot of key databases in some subject areas are not supported
How “poor” will the result sets be in comparison to searching each database separately?
Will the speed be very slow if you put together very large sets of products to cross-search? Looks like vertical search engine but got to do all the searches on the fly
And how to market the product – conservative or radical replacement approach?

Conservative approach – an extra possibility

Radical approaches – replace catalogue search, replace individual database listings

Final concluding points
It is all a work in progress, will be able to make fuller report at a later stage
NONE of these products is integrated with the TALIS LMS.
If these add-ons come with the LMS you have, there are obvious added benefits to be gained from that to consider
If you spend €800,000 pa on electronic resources then it is worth spending around 4-5% extra to get a great increase in awareness and use of them

References
Title: Canute rules the waves?: Hope for e-library tools facing the challenge of the “Google generation” Author(s): Martin Myhill Journal: Program: electronic library and information systems http://www.emeraldinsight.com/10.1108/00330330710724854
Title: MetaGoogle! Using MetaLib to deliver user-centred information services at Loughborough Author: Frank Parry Presentation: ALISS August 2006 http://www.lse.ac.uk/library/other_sites/aliss/23augustparry.ppt

Implementing Serial Solutions ERMS, OpenURL and federatd search solutions t UCD

by Ros Pan on Apr 20, 2008

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Implementing Serial Solutions ERMS, OpenURL and federatd search solutions t UCD — Presentation Transcript