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Success Leaves Clues…
Julie Zhu
IEEE Discovery Service Relations Manager
NISO ODI, KBART & D2D Committees
UKSG
April 12, 2016 4 PM
April 13, 2016 11 AM
Discovery and linking
integrity – do we need to
talk about KEV?
A not-for-profit society
World’s largest technical membership association with over
415,000 members in 160 countries
Five core areas of activity
– Publishing
– Conferences
– Standards
– Membership
– E-learning
About the IEEE
IEEE’s Mission
IEEE's core purpose is to foster technological innovation and excellence
for the benefit of humanity
IEEE Journals & Magazines—Top-cited in the fields of electrical
engineering and computing—174 in all.
IEEE Conference Proceedings—Cutting-edge papers presented
at IEEE conferences globally.
IEEE Standards—Quality product and technology standards used
by worldwide industries and companies to ensure safety, drive
technology, and develop markets.
IEEE Educational Courses—Over 300 IEEE educational online
learning courses, plus IEEE English for Engineering.
eBooks Collections— Three eBook collections now available,
IEEE-Wiley eBooks Library, MIT Press eBooks Library and Morgan &
Claypool eBooks
Technology leaders rely on
IEEE publications and tutorials
Five New
in 2016
Now 1,400+
Annual titles!
Smart Grid,
NESC®, 802
More Courses,
New Series
IEEE-Wiley,
MIT Press
and Morgan &
Claypool
Collaborating to Reduce Content Gaps in Discovery:
What Publishers, Discovery Service Providers, and
Libraries Can Do to Close the Gaps
By Julie Zhu & Jalyn Kelley, Science & Technology Libraries 34.4 (2015): 315-
328. http://www.tandfonline.com/doi/full/10.1080/0194262X.2015.1102677
IEEE Full Text Records in
Selected UK/Ireland Library Discovery Interfaces - Sept 2015
Note: Discovery interfaces that require password to search
cannot be audited.
Discovery Services Data Flows
Standards
IEEE LibrariesDSP Users IEEE Xplore
Create & Deliver
Full Text Feeds
Ranking
Linking Options
Link Resolver
K Base
Repositories
Create & Deliver
Title Lists
Select IEEE
Targets
Prioritize
Ranking
Configure Direct
Linking
Central
Indexing
DOI Resolution
CrossRef DB
Abstract
Publisher DB
Select IEEE
Collections
DOI
Direct
OpenURL
Configure
OpenURL Linking
Select/Limit
Search DBs
Set Ranking
Preference
Select DOI Linking
Select OpenURL
Linking
Select Direct
Linking
Full Text
Usage trackabe
from discovery
service
Authenti
cated
Login / Denial
Authentication:
IP, UP, SSO
Configure DOI
Linking
Usage –
Un-track-able
Improving Internal Processes
Re-delivered complete IEEE content (3.4 million
records) to four discovery service providers to help
filling in content gaps
 ODI Conformance Statement - March 2015
Re-deposited missing DOIs for proceedings and
standards
Cleaning up ISBNs and ISSNs for proceedings,
standards and periodicals
Analyzing referrers and usages
Released 70+ KBART II compliant title lists
http://ieeexplore.ieee.org/kbart
 KBART II Endorsement – March 2016
Collaborating with Vendors
Re-index / fill in missing IEEE content Set up / update IEEE targets in link resolvers
Visit / meet with vendors Create / expand library guides
Library Service & Support
Visit libraries to learn
more about the problems
Expand discovery and
link resolver guides
• http://ieeexplore.ieee.org
/discovery
• http://ieeexplore.ieee.org
/openurl
Survey customers and
create technology
profiles
Audit library discovery
implementations
Create discovery
dashboards in
Salesforce
Conduct discovery
service workshops
Collaborate with
libraries and DS
vendors for research
Configure to Make Your IEL
Subscriptions Discoverable
Summon EDS Primo WCL / WCD
1.IEEE/IET Electronic Library
(IEL)
2.IEEE/IET Electronic Library
(IEL) Proceedings By Volume
3.IEEE/IET Electronic Library
Standards (IEL)
4.IEEE VDE VERLAG
Conference Proceedings by
Volume
1.Publisher Provided Full
Text Searching File (edb)
2.Academic Search Index
(asx)
3.Business Source Index
(bsx)
4.Supplemental Index (edo)
1.IEEE Periodicals
2.IEEE Proceedings
3.IEEE Standards
4.IEEE Open Access
1.IEEE Publication
Database
2.OCLC Worldcat.org
3.OCLC OAIster
4.OCLC Worldcat
360 Link Linksource / FTF SFX / Alma WC Resolver
1.IEEE/IET Electronic Library
(IEL)
2.IEEE/IET Electronic Library
(IEL) Proceedings By Volume
3.IEEE/IET Electronic Library
Standards (IEL)
4.IEEE VDE VERLAG
Conference Proceedings by
Volume
1.IEEE/IET Electronic
Library (IEL)
1.IEEE Xplore Conferences
(IEL)
2.IEEE Series (IEL)
3.IEEE Xplore Journals
(IEL)
4.IEEE Xplore Standards
(IEL)
5.IEEE Xplore VDE
Conferences
1.IEEE/IET
Electronic Library
(IEL)
http://ieeexplore.ieee.org/discovery
http://ieeexplore.ieee.org/openurl
http://ieeexplore.ieee.
org/kbart
0
1
2
3
4
Millions
IEEE Full Text in Selected Library Discovery
Before & After Reconfig
Before Reconfig After Reconfig
Questions and Answers
Contact:
Julie Zhu
Discovery Service Relations Manager
zhu.j@ieee.org

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UKSG Conference 2016 Breakout Session - Discovery and linking integrity – do we need to talk about KEV?, Julie Zhu

  • 1. Success Leaves Clues… Julie Zhu IEEE Discovery Service Relations Manager NISO ODI, KBART & D2D Committees UKSG April 12, 2016 4 PM April 13, 2016 11 AM Discovery and linking integrity – do we need to talk about KEV?
  • 2. A not-for-profit society World’s largest technical membership association with over 415,000 members in 160 countries Five core areas of activity – Publishing – Conferences – Standards – Membership – E-learning About the IEEE IEEE’s Mission IEEE's core purpose is to foster technological innovation and excellence for the benefit of humanity
  • 3. IEEE Journals & Magazines—Top-cited in the fields of electrical engineering and computing—174 in all. IEEE Conference Proceedings—Cutting-edge papers presented at IEEE conferences globally. IEEE Standards—Quality product and technology standards used by worldwide industries and companies to ensure safety, drive technology, and develop markets. IEEE Educational Courses—Over 300 IEEE educational online learning courses, plus IEEE English for Engineering. eBooks Collections— Three eBook collections now available, IEEE-Wiley eBooks Library, MIT Press eBooks Library and Morgan & Claypool eBooks Technology leaders rely on IEEE publications and tutorials Five New in 2016 Now 1,400+ Annual titles! Smart Grid, NESC®, 802 More Courses, New Series IEEE-Wiley, MIT Press and Morgan & Claypool
  • 4. Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps By Julie Zhu & Jalyn Kelley, Science & Technology Libraries 34.4 (2015): 315- 328. http://www.tandfonline.com/doi/full/10.1080/0194262X.2015.1102677
  • 5. IEEE Full Text Records in Selected UK/Ireland Library Discovery Interfaces - Sept 2015 Note: Discovery interfaces that require password to search cannot be audited.
  • 6. Discovery Services Data Flows Standards IEEE LibrariesDSP Users IEEE Xplore Create & Deliver Full Text Feeds Ranking Linking Options Link Resolver K Base Repositories Create & Deliver Title Lists Select IEEE Targets Prioritize Ranking Configure Direct Linking Central Indexing DOI Resolution CrossRef DB Abstract Publisher DB Select IEEE Collections DOI Direct OpenURL Configure OpenURL Linking Select/Limit Search DBs Set Ranking Preference Select DOI Linking Select OpenURL Linking Select Direct Linking Full Text Usage trackabe from discovery service Authenti cated Login / Denial Authentication: IP, UP, SSO Configure DOI Linking Usage – Un-track-able
  • 7. Improving Internal Processes Re-delivered complete IEEE content (3.4 million records) to four discovery service providers to help filling in content gaps  ODI Conformance Statement - March 2015 Re-deposited missing DOIs for proceedings and standards Cleaning up ISBNs and ISSNs for proceedings, standards and periodicals Analyzing referrers and usages Released 70+ KBART II compliant title lists http://ieeexplore.ieee.org/kbart  KBART II Endorsement – March 2016
  • 8. Collaborating with Vendors Re-index / fill in missing IEEE content Set up / update IEEE targets in link resolvers Visit / meet with vendors Create / expand library guides
  • 9. Library Service & Support Visit libraries to learn more about the problems Expand discovery and link resolver guides • http://ieeexplore.ieee.org /discovery • http://ieeexplore.ieee.org /openurl Survey customers and create technology profiles Audit library discovery implementations Create discovery dashboards in Salesforce Conduct discovery service workshops Collaborate with libraries and DS vendors for research
  • 10. Configure to Make Your IEL Subscriptions Discoverable Summon EDS Primo WCL / WCD 1.IEEE/IET Electronic Library (IEL) 2.IEEE/IET Electronic Library (IEL) Proceedings By Volume 3.IEEE/IET Electronic Library Standards (IEL) 4.IEEE VDE VERLAG Conference Proceedings by Volume 1.Publisher Provided Full Text Searching File (edb) 2.Academic Search Index (asx) 3.Business Source Index (bsx) 4.Supplemental Index (edo) 1.IEEE Periodicals 2.IEEE Proceedings 3.IEEE Standards 4.IEEE Open Access 1.IEEE Publication Database 2.OCLC Worldcat.org 3.OCLC OAIster 4.OCLC Worldcat 360 Link Linksource / FTF SFX / Alma WC Resolver 1.IEEE/IET Electronic Library (IEL) 2.IEEE/IET Electronic Library (IEL) Proceedings By Volume 3.IEEE/IET Electronic Library Standards (IEL) 4.IEEE VDE VERLAG Conference Proceedings by Volume 1.IEEE/IET Electronic Library (IEL) 1.IEEE Xplore Conferences (IEL) 2.IEEE Series (IEL) 3.IEEE Xplore Journals (IEL) 4.IEEE Xplore Standards (IEL) 5.IEEE Xplore VDE Conferences 1.IEEE/IET Electronic Library (IEL) http://ieeexplore.ieee.org/discovery http://ieeexplore.ieee.org/openurl
  • 12. 0 1 2 3 4 Millions IEEE Full Text in Selected Library Discovery Before & After Reconfig Before Reconfig After Reconfig
  • 13. Questions and Answers Contact: Julie Zhu Discovery Service Relations Manager zhu.j@ieee.org