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Holdings Information in Electronic Content Access: NISO’s IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

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Page 1: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Holdings Information in Electronic Content Access:

NISO’s IOTA Working GroupJanuary 8, 2011

 Oliver Pesch, EBSCO Information Services

Page 2: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Overview

• Background on iota – why focus on OpenURL quality

• Current focus – what is the problem space being tackled by the working group

• Status

• Looking forward

• Getting involved

Page 3: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Background

• Item-level linking became part of our vocabulary a decade ago as librarians worked to link users from the point of discovery to the content that was discovered.

• OpenURL and link resolvers provide a scalable solution to item level linking.

• Things don’t always work as well as they should……this is the subject of a 2008 study led by Adam

Chandler investigating issues with his institution’s link resolver.

*Chandler, Adam. 2009. Results of L’Année philologique online OpenURL Quality Investigation: Mellon Planning Grant Final Report.http://metadata.library.cornell.edu/oq/files/200902%20lannee-mellonreport-openurlquality-final.pdf.

Page 4: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Sources(discovery points)

Targets(appropriate full text)

Item Level Linking: Before OpenURL

Page 5: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Sources(discovery points)

Targets(appropriate full text)

Item Level Linking: With OpenURL

LinkResolver

LinkResolver

Page 6: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Sources(discovery points)

Targets(appropriate full text)

Item Level Linking: With OpenURL

LinkResolver

LinkResolver

OpenURL TargetLinks

Knowledge base

Page 7: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Sources(discovery points)

Targets(appropriate full text)

Item Level Linking: With OpenURL

LinkResolver

LinkResolver

OpenURL TargetLinks

Knowledge base

Citation

Full text

1 Citation details in OpenURL

Citation details matched againstcollection to find appropriate link

2

Target link created often using citation data

3

Page 8: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Sources(discovery points)

Targets(appropriate full text)

Item Level Linking: With OpenURL

LinkResolver

LinkResolver

OpenURL TargetLinks

Knowledge base

Citation

Full text

1 Citation details in OpenURL

Citation details matched againstcollection to find appropriate link

2

Target link created often using citation data

3

Citation:A, Bernand, et al. "A versatile nanotechnology to connect individual nano-objects for the fabrication of hybrid single-electron devices." Nanotechnology 21, no. 44 (November 5, 2010): pg. 201. Academic Search Complete, EBSCOhost (accessed October 24, 2010).

Citation:A, Bernand, et al. "A versatile nanotechnology to connect individual nano-objects for the fabrication of hybrid single-electron devices." Nanotechnology 21, no. 44 (November 5, 2010): pg. 201. Academic Search Complete, EBSCOhost (accessed October 24, 2010).

OpenURL:http://ps4ps6lm2r.search.serialssolutions.com/?issn=0957-4484&volume=21&issue=44&date=20101105&spage=201&title=Nanotechnology&atitle=A+versatile+nanotechnology+to+connect+ Individual+nano-objects+for+the+fabrication+of+ hybrid+single-electron+devices.&aulast=Bernand

OpenURL:http://ps4ps6lm2r.search.serialssolutions.com/?issn=0957-4484&volume=21&issue=44&date=20101105&spage=201&title=Nanotechnology&atitle=A+versatile+nanotechnology+to+connect+ Individual+nano-objects+for+the+fabrication+of+ hybrid+single-electron+devices.&aulast=Bernand

Target Link:http://www.content.com/0957-4484/21/44/201

Target Link:http://www.content.com/0957-4484/21/44/201

Page 9: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Sources(discovery points)

Targets(appropriate full text)

OpenURL Linking Errors:Non-standard OpenURL

LinkResolver

LinkResolver

OpenURL TargetLinks

Knowledge base

Citation

Full text

Citation details in OpenURL

Citation details matched againstcollection to find appropriate link

Target link created often using citation data

OpenURL is not standard

OpenURL is not standard

1

Request Rejected!Request Rejected!22

No LINKS!No LINKS!33

XX

Page 10: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Sources(discovery points)

Targets(appropriate full text)

OpenURL Linking Errors:Data elements missing

LinkResolver

LinkResolver

OpenURL TargetLinks

Knowledge base

Citation

Full text

Citation details in OpenURL

Citation details matched againstcollection to find appropriate link

Target link created often using citation data

OpenURL missing data elements

OpenURL missing data elements

1

Item may not match knowledge base. OR elements missing for target link

Item may not match knowledge base. OR elements missing for target link

22

Links missing or broken because of missing pieces

Links missing or broken because of missing pieces

33

XX

Page 11: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Sources(discovery points)

Targets(appropriate full text)

OpenURL Linking Errors:Mistakes in data elements

LinkResolver

LinkResolver

OpenURL TargetLinks

Knowledge base

Citation

Full text

Citation details in OpenURL

Citation details matched againstcollection to find appropriate link

Target link created often using citation data

OpenURL has errors in data elements

OpenURL has errors in data elements

1

Item may not match knowledge base. OR target links are invalid; OR, false matches

Item may not match knowledge base. OR target links are invalid; OR, false matches

22

Links missing or broken because of bad data or WRONG links.

Links missing or broken because of bad data or WRONG links.

33

XX

Page 12: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Summary of possible problems:Current focus for iota

• Structure -- Bad OpenURL

• Completeness -- Data elements missing

• Accuracy -- Data elements wrong

Page 13: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

IOTA Working Group

• Improving OpenURL Through Analytics (iota)• Created in 2010• Basic Assumptions:

– Results are achieved through an analytical investigation of how OpenURL links work.

– Practical: Address the links generated by the OpenURL standard, not the standard itself.

– Selective changes to OpenURLs will lead to significant improvement in linking success rate.

• Motto: "small changes. big improvements"

Page 14: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Desired Outcomes

• Develop community-recognized index for measuring the quality of OpenURL links generated by content providers.

• Produce qualitative reports that will help OpenURL providers quickly compare their OpenURL quality to that of their peers.

• Method:– fair;

– transparent;

– scalable across all OpenURLs and their providers.

Page 15: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Focus

1. Core elements:– Contained in IOTA's OpenURL reporting system;– 9 million OpenURLs from libraries and providers. 

2. Scoring system based on assumption:– Correlation exists between

• # of core elements ("OpenURL completeness") & • ability of OpenURLs to link to specific content.

3. Weighting assigned to core elements:– Based on relative importance

• spage vs atitle• issn vs jtitle• doi/pmid vs date, etc.

Page 16: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Work in Progress

• Element weighting still in progress:– E.g., importance of identifiers (doi, pmid) vs bibliographic data

(issn, volume, spage).

• Currently, IOTA focuses on OpenURLs from citation sources only. OpenURL quality is also influenced by:– knowledge base,– resolver,– full-text provider (target).

• High "completeness" score of OpenURLs not always indicative of "success" in linking to full texts– Combination of multiple indexes along linking nodes may

provide more complete picture.

Page 17: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

IOTA Project Site

Page 18: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

IOTA Project Site

Page 19: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Report Types

Page 20: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Report Types

Page 21: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Source Report: vendor or database

Page 22: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Source Report: Elements (vendor)

Page 23: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Element & Pattern Frequency Report

Page 24: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Element & Pattern Frequency Report : Choose Metric

Page 25: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Element & Pattern Frequency Report : Metric = Issue

Page 26: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Click from Element & Pattern Frequency Report to Source Report

Page 27: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Documentation Wiki

Page 28: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Glossary

Provides working definitions of terms such as…

• Elements• Link-to / Target• Patterns • SID• Vendor

Page 29: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

IOTA Blog & Twitter

http://openurlquality.blogspot.com/

Find us on TwitterHash Tag   #nisoiota

Page 30: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Status

• Web site created• 9 million+ OpenURLs loaded• Initial set of reports available for analysis

of data – publicly available• Work underway on creating a

completeness index• Exploring options with KBART and other

groups for looking at other aspects of OpenURL quality

Page 31: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

How can I get involved in IOTA?

If you are a vendor --• Look at IOTA data ... or...• Point your tech folks to our data• This data is meant to help make

improvements in your openURL linking. If you are a librarian -- • Contribute data to IOTA• Help spread the word to vendors• More information on the IOTA project at:

http://openurlquality.niso.org/

Page 32: Holdings Information in Electronic Content Access: NISOs IOTA Working Group January 8, 2011 Oliver Pesch, EBSCO Information Services

Questions?

Group email: [email protected] More info...   http://openurlquality.niso.org/