OpenURL Panel

Alex Merrill, Washington State UniversityJanet Crum, Oregon Health & Science University

Western ILLiad Users Meeting2006WSU-Vancouver

Agenda

Introduction to OpenURL (Janet) OpenURL implementation in ILLiad (Alex) SFX basics (Alex) WebBridge basics (Janet) Issues and problems (Alex and Janet) Q & A (everyone!)

Introduction to OpenURL

What, How, and Why

What is OpenURL?

A NISO standard: ANSI/NISO Z39.88 -2004, The OpenURL Framework for Context-Sensitive Services

Sends metadata in a URL to a link resolver Link resolver presents user with menu of

links/information based on: The metadata in the openURL What the user is doing (i.e. the context, hence

“context-sensitive services”)

Versions of OpenURL

0.1 – original version developed at CalTech and signed over to ExLibris

1.0 – official NISO standard approved and in place

Major differences: Format of openURL 1.0 offers greater flexibility – more formats, more

genres, etc. 0.1 used by many origins; a few (e.g. ISI Web

of Knowledge) using 1.0

Example: OpenURL 0.1

From EBSCOHost:

http://catalogs.ohsu.edu:4550/resserv?genre=article&issn=07309295&title=Information+Technology+%26+Libraries&volume=22&issue=3&date=20030901&spage=129&sid=EBSCO:lxh&atitle=The+Development+of+the+NISO+Committee+AX's+OpenURL+Standard.&authfull=Hendricks%2c+Arthur&pagect=5

Example: OpenURL 1.0From ISI Web of Knowledge:

http://catalogs.ohsu.edu:4550/resserv?&url_ver=Z39.88-2004&url_ctx_fmt=info:ofi/fmt:kev:mtx:ctx&rft_val_fmt=info:ofi/fmt:kev:mtx:journal&rft.atitle=The+development+of+the+NISO+Committee+AX%27s+OpenURL+standard&rft.aulast=Hendricks,+A&rft.date=2003&rft.epage=133&rft.issn=0730-9295&rft.issue=3&rft.spage=129&rft.stitle=INFORMATION+TECHNOLOGY+AND+LIBRARIES&rft.volume=22&rfr_id=info:sid/www.isinet.com:WoK:XS&rft.genre=unknown

What is a Link Resolver?

Software that receives an openURL and provides a menu of choices based on What is in the openURL How the resolver is configured: Library holdings,

rules for offering various links, link syntax, origins and targets

Origins and Targets

Origin: The source of the openURL (e.g. EBSCOHost, ISI Web of Knowledge)

Target: The target of a link generated by a link resolver (e.g. a source of full text, an ILLiad request form)

Note: The OpenURL standard defines how openURLs are constructed by origins. Targets can do whatever they want.

But Why Have a Link Resolver? Solve the appropriate copy problem Improved resource discovery: present

resources and services at the point of need Make the user’s life easier by transferring

metadata to target (e.g. ILL form) Reduces typographical errors Provides more complete citation information Less work for the user

OpenURL in ILLiad

Installation, URLS and the Mapping table

OpenURL in ILLiad I

In the past OpenURL support had to be installed as an “add-on”

It involved manually adding the OpenURL service to the server. It could mean you actually had to (on Windows NT Server 4.0): Install the JRE 1.3.1 Set up a virtual directory and ISAPI Filter for the

service in IIS In some cases even required manually editing the

registry so the service ran automatically

OpenURL in ILLiad II

In the current version of ILLiad (7.X.X.X) the ILLiad DLL is OpenURL “aware”.

Atlas says as long as your webpages are functional so should OpenURL.

A few caveats: Uninstall any OpenURL services pre 6.4

OpenURL If you want customized logon pages for ILLiad

customize the pages they supply.

OpenURL in ILLiad III

Ensure your OpenURL service (SFX/Webridge) points to the right URL.

Single site: http://Yourilliadserver/illiad/illiad.dll/OpenURL

Shared site: http://Yourilliadserver/illiad/<NVTGC>/illiad.dll/OpenURL

For WSU Pullman: https://wsu.hosts.atlas-sys.com/illiad/PUL/illiad.dll/OpenURL

OpenURL in ILLiad IV

Checking the Information ILLiad is receiving [OCLC] OpenURL Deconstructor Tool http://partneraccess.oclc.org/wcpa/servlet/OUExplain2

https://wsu.hosts.atlas-sys.com/illiad/PUL/illiad.dll?ILLiadRedirect=OpenURL&sid=ProQ%20(Via%20SFX)&date=2006-07-16&issn=0377-2217&issue=2&volume=172&atitle=A%20taxing%20problem%3A%20The%20complementary%20use%20of%20hard%20and%20soft%20OR%20in%20the%20public%20sector&spage=666&genre=article&title=European%20journal%20of%20operational%20research

Integrating the OpenURL into the Mapping table: Knowing what fields are being sent and also knowing where you want that information to be held in an ILLiad request.

OpenURL in ILLiad V

ILLiad OpenURL Summary

Current ILLiad version is OpenURL aware out of the box.

Being able to ‘see’ what OpenURL info ILLiad is being pushed and where ILLiad is placing that info is where “the rubber meets the road”

SFX Basics

UI, administration console, and setting up ILLiad in SFX

SFX at a glance

Ex Libris Product Highly customizable Can be very tightly integrated with Library

web sites Utilizes MySQL as a “backend” Knowledgebase of sources and target vendor

supplied Vibrant user community

SFX Flow-

SFX User Menu --

Sources

Targets and thresholds I

Targets and Thresholds II

Setting up ILLiad in SFX

http://www.atlas-sys.com/documentation/illiad/content/HowtoaddILLiadtoSFX.pdf

Setting up ILLiad in SFX II

Setting up ILLiad in SFX III

Setting up ILLiad in SFX IV

The default SFX Parser for ILLiad Special Cases:

Dates that include the day PMID and Eric Numbers These special cases are not handled well with the

out of the box SFX Parser and a Standard ILLiad mapping table setup.

SFX Summary

The out of the box SFX parser for ILLiad needs some tweaking and an assessment and possible reconfiguration of the OpenURL Mapping table in ILLiad.

Customization of the Parser is relatively painless if you have some Perl knowledge or some general programming knowledge and a good Perl reference book

The default SFX Parser for ILLiad At WSU we have customized our parsers to:

Year-month-day into the PhotoJournalYear field Appended the PMID and ERIC numbers to the

end of the article title. Along with other various maintenance deals –

cleaning up the meaningless symbols etc.. Default Parser Customized Parser

WebBridge Basics

User interface, administration, and setup for ILLiad

Overview of WebBridge

Produced by Innovative Interfaces Integrates nicely with Web OPAC; shares

electronic holdings database with ERM module

Uses mysql database for both holdings and configuration

No knowledgebase a la SFX; library must configure

WebBridge User Interface

Configuring WebBridge: Origins

Configuring WebBridge: Targets

Configuring WebBridge: TargetsNote: Targets are called “resources” in

WebBridge Assign to a category Enter link syntax using field selectors (details

to follow) Choose filters and data/field tests (details to

follow) – determine whether or not to offer a link

Configuring WebBridge: Field Selectors and Link Syntax

Link syntax Template for creating a link to a target Example: https://illiad.ohsu.edu/illiad/ill/illiad.dll/OpenURL?

sid=#@SID#&genre=article&issn=#@ISSN#&aulast=#@AULAST#&aufirst=#@AUFIRST#&atitle=#@ATITLE#&issue=#@ISSUE#&title=#@TITLE-NOAMP#&stitle=#@STITLE#&spage=#@SPAGE#&epage=#@EPAGE#&volume=#@VOLUME#&date=#@DATE#

#@ISSN# is a placeholder for ISSN as defined in field selector Field selectors

Capture information from incoming openURL Can manipulate this information with regular expressions Example: ISSN field selector uses regular expression to remove

hyphen; ISSN-HYPHEN field selector uses regular expression to ensure there is a hyphen; YEAR field selector strips out anything in DATE field of openURL other than year.

Configuring WebBridge: Filters and Data Tests Filters

Groups of one or more origins If a filter is assigned to a target, that target won’t be offered

from any origin in that filter Use when you never want to offer a target from a given

resource Data and Field Tests

Logic to determine whether or not a link should be offered Offer link if certain openURL fields match values in

coverage database, if certain field exists (or does not exist) in incoming openURL

Example: Offer link to article request if genre=article

Issues and Problems

With OpenURL and ILLiad

Types of problems

Problems associated with open URLs in general Multiple points of failure (origin, link resolver, target) Inconsistent data from origin to origin (short title vs. full title,

etc.) Supplements Incomplete data from origin

Problems specific to ILLiad Problems specific to SFX Problems specific to WebBridge

Titles with ampersands truncated

For more information…

CalTech Library’s OpenURL page: http://library.caltech.edu/openurl/default.htm

SFX Sources (OpenURL-Enabled Resources): http://www.exlibrisgroup.com/sfx_sources.htm

SFX Targets: http://www.exlibrisgroup.com/sfx_targets.htm

WebBridge Tutorial (CSDirect login/password required): http://csdirect.iii.com/tutorials/wbridge/