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SFX Linking
ORBIS/PORTALS, May 2002
Dave StoutAccount Executive
SFX Linking
ORBIS/PORTALS, May 2002
Dave StoutAccount Executive
What is it?
Old Linking vs SFX Linking
The OpenURL standard
The SFX KnowledgeBase
Consortial Models
SFX Linking
A&I
e-print
Full Text
Portal
Citations Web Form
eTOC
SFX: open linking for libraries
OPACLink
Server
SFX flow – A&I as link source
SFX Source SFX Menu
SFX Target
SFX flow – OPAC as link source
SFX flow – E-journal reference as link source
http://sfx.aaa.edu/menu?genre=article&issn=1234-5678&volume=12&issue=3&spage=1&epage=8&date=1998&aulast= Smith&aufirst=Paul
• Developed by Ex Libris (Oren Beit-Arie) and Herbert Van de Sompel and submitted to NISO December 2000• Fast Track work item (target June 02 – v1.0)•More Information on NISO Committee AX can be found at:
OpenURL: towards NISO standardization
http://library.caltech.edu/openurl
“It’s so hot it even has its own theme song”
Technically Speaking By David DormanAmerican Libraries January 2002
OpenURL (v0.1) already implemented by many Information Providers… and the numbers keep growing. SFX Sources (Open URL Enabled):
- A&I databases- OPACs- E-journals - E-print archives (OAi)- DOI/CrossRef environment- Other local data repositories
http://www.sfxit.com/sources.html
OpenURL: acceptance in the marketplace
• E-journals• OPACs• ILL/DocDel• Citation Databases• A & I Databases• Directories
• Encyclopedias• Patent Databases• Subject gateways• Internet bookstores• ….. Libraries choose!
All targets must have a defined link-to or search syntax
http://www.sfxit.com/targets.html
SFX Targets
definition of potential services
information about the local collections
rules supporting a decision on the
relevance of services
Managing an SFX Server
• Comprehensive KnowledgeBase delivered with the SFX server
• Contains a set of rules for linking including rules for fine-tuning
• Library “localizes” to match local subscriptions and conditions using SFX tools
• Regularly updated and distributed by Ex Libris
SFX KnowledgeBase
SFX Menu and Services under library control
• Libraries of all types and sizes • Libraries around the world – supports
multiple languages and language scripts
• Single site installations and consortia• Integration with local authentication
systems - EZProxy and other Proxy servers
• Independent of other Ex Libris systems but fully integrated
SFX in the library
Configuring SFX for consortia
Servers
• Single Server single application
• Multiple server multiple applications
Services
• System services e.g. backups
• Configuring the KnowledgeBase
Resources
• Shared resources
• Institution-specific resources
Levels of sharing between member institutions will define configuration options:
Consortium model I
Inst A Inst B
• Full independence for each institution
Each member hosts its own application/server
License Considerations - model I:
Pricing calculations:
1. Base fee for each site – determined by FTE;
2. Discount – sliding scale up to 30% max.
3. Annual Service Fees – 25%
i. Software maintenance
ii. KnowledgeBase Services
Annual service fees based on non-discounted price
Consortium Model II:
Shared server, multiple SFX instances – up to 1 per Institution
•Each institution can determine the types of SFX services and the format of the SFX Menu•Centralized and local maintenance
License Considerations - model II:
Pricing calculations:
1. One-time license fee for each site – determined by FTE (Note: special pricing for very small institutions)
2. Discount – sliding scale up to 32.5% max.
3. Annual Service Fees – 25%
i. Software maintenance
ii. KnowledgeBase Services
Annual service fees based on discounted price
Consortium Model III:
Shared server, 1 shared SFX instance(Recommended only if 90%+ resources shared)
•One shared SFX menu format •Limited differentiation of services between institutions
License considerations – model III :
Price calculations:
1. One-time license fee – determined by combined size (FTE) of participating institutions;
2. Annual Service Fees - 25%
i. Software maintenance
ii. KnowledgeBase Services
One-time license fees and total annual service fees acknowledge shared server
environment.
• California Digital Library
• Los Alamos National Laboratory
• CTW Consortium, Connecticut
• UKB – Netherlands
• Calico – South Africa
• CESGA – Spain
• Washington Research Library Consortium (WRLC)
• MALC (Notre Dame)
Consortia Customers
SFX at Los Alamos, presentation by Miriam Blake of Los Alamos National Laboratory Research Library, VALA, Melbourne Australia, January 2002
SFX@Rochester,presentation by Judi Briden of Univ of Rochester, NERCOMP Meeting Oct 2001.
SFX @ Caltech, presentation by John McDonald of Caltech Library System, ALA Annual, San Francisco CA, 16 and 18 June 2001.
Users’ Experience
http://www.sfxit.com/publications
ORBIS/PORTALS, May 2002
ORBIS/PORTALS, May 2002
SFX: Winner of the The Charleston Advisor's "Best New Product" Award for Electronic Service to Libraries, as nominated by Users (2001)