30 January 2015
1
Resource Lists and the Ex Libris application suite
(and ALEPH/Voyager and SFX in particular)
Richard Cro...
30 January 2015
2
Agenda
Context
•Nottingham Trent University and Resource Lists
•The Resource List Project at Nottingham ...
30 January 2015
3
Resource Lists: context
Resource Lists and the Ex Libris application suite
EPUG-UKI Conference, British ...
NTU: A renewed push for information skills
• Raising information and literacy skills – an increasing HE priority
• Key aim...
How were Resource Lists being managed?
• No guarantee to the student: no certainty that course offerings
would provide the...
Need for a new RLMS
Highlighted need for a new integrated online ‘Resource List
Management System’ (RLMS), providing:
•Aca...
RLMS project group
• Secured backing of university to implement new RLMS
• Through specification, tender, and shortlisting...
By early October: 30K visits a week
30 January 2015
8
Talis Aspire
• ‘Next generation’ Resource List Management System (distinct from
earlier Talis List reading list software)
...
30 January 2015
10
Resource Lists: ALEPH, Voyager and SFX
Resource Lists and the Ex Libris application suite
EPUG-UKI Conf...
Populating a resource list with items
30 January 2015
11
• A JavaScript based web browser plug-in enables records to be
Bo...
The Bookmark browser plug-in (IE and FF)
Any web location can be Bookmarked:
 Extracts page title and URL
• Minimal metad...
30 January 2015
13
30 January 2015
14
30 January 2015
15
The Bookmark plug-in – ALEPH and Voyager
ALEPH
•Bookmark request extracts LCN from Bib Rec
•LCN is added to X-Server reque...
The Voyager and ALEPH preference
30 January 2015
17
• A list author begins a search on Amazon, bookmarking an Item…
• Aspire extracts ISBN values from the Amazon record; finds a match
in Voyager or ALEPH, so draws Bib data and the LCN val...
Authoring a Resource List – drag-and-drop
30 January 2015
19
30 January 2015
20
Resource List – preparing the student view
• Adding and organising items – authoring (direct or mediate...
30 January 2015
21
Resource List – Item view (physical stock)
• Item data – extracted from OPAC record
• Library availabil...
Resource List – Item view (electronic book)
30 January 2015
22
• Item data – extracted from OPAC record
• Link – $856 URL ...
Resource List – Item view (journal article)
30 January 2015
23
• Item data – extracted via CrossRef look-up from journal s...
Integrating SFX
• Talis has licensed use of CrossRef service for Aspire: Digital Object
Identifier (DOI) parsing is key me...
Submitting lists for library review
• List authors submit lists for library review
• Authors can add information (on e.g. ...
30 January 2015
26
‘Check other references’
• Item-level one-click check
of other occurrences of on
item on other lists (by
LCN, ISBNs, ISSNs...
Log of selection and acquisitions outcomes
• RLMS does not displace any
existing Acquisitions
processing (Order,
Invoicing...
30 January 2015
29
Some of the immediate key challenges
• Impact on existing selection and acquisitions workflows
• Decidi...
30 January 2015
30
Resource Lists: potential future integrations
Resource Lists and the Ex Libris application suite
EPUG-U...
30 January 2015
31
Key future enhancements and integrations
RLMS and the Ex Libris suite
•PRIMO (as Bookmarking source; av...
30 January 2015
32
Questions or comments?
Richard Cross, Nottingham Trent University | richard.cross@ntu.ac.uk
Nottingham ...
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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 British Library Conference Centre, London on 1-2 November

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

  1. 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. 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. 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. 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. 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. 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. 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. 8. By early October: 30K visits a week 30 January 2015 8
  9. 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. 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. 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. 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
  13. 13. 30 January 2015 13
  14. 14. 30 January 2015 14
  15. 15. 30 January 2015 15
  16. 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. 17. The Voyager and ALEPH preference 30 January 2015 17 • A list author begins a search on Amazon, bookmarking an Item…
  18. 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. 19. Authoring a Resource List – drag-and-drop 30 January 2015 19
  20. 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. 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. 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. 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. 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. 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
  26. 26. 30 January 2015 26
  27. 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. 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. 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. 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. 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. 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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