russell mcdonald 21st september 2000. discussion points what is sfx and the openurl? recent...

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Russell McDonald 21st September 2000

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Page 1: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

Russell McDonald

21st September 2000

Page 2: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

Discussion Points

• What is SFX and the OpenURL?• Recent developments• Business issues associated with

SFX– Breakdown of costs– Moneysaving options

Page 3: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX?

• Context-sensitive reference linking based on the OpenURL– Developed by Herbert Von de Sompel

at the University of Ghent– Exclusive rights to SFX now held by Ex

Libris

Reference Linking

Page 4: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

OpenURL?

• Open source protocol for the transportation of metadata from a source to a dynamic linking service (e.g. SFX)– Non-proprietary– Exclusive rights NOT held by Ex Libris

Reference Linking

Page 5: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

Why SFX and the OpenURL?

• Opportunities afforded by the interconnectedness of the web

• High user expectation for navigation

• Static vs dynamic linking• Today’s linking constraints:

– Vendor-specific solutions– Narrow focus (Full Text only)– Librarian has limited control over the

types of links, and links resolution

Reference Linking

Page 6: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX linking server

A fully dynamic approach:

no pre-computationon-the-fly decision making about relevance of serviceson-the-fly creation of service “links”

Page 7: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

Metadata User

Full text

Holdings Document delivery

Related resources

lookup

Cited author lookup

S F X S e r v i c e s

SFX: the context-sensitive services solution

Page 8: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

The SFX Flow

Source

Targ

et

SFX Men

u

Page 9: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

OPAC

FTXT

FTXT

A&IOpenURL

OpenURL

Op

en

UR

LO

pen

UR

L

SFX: opening information resources

server

Page 10: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

Recent Developments

Page 11: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Status-Test/Live Sites

SFX ‘live’ at Ghent University, BelgiumBeta test phase underway at:– Los Alamos National Laboratory

• Preparing for production

– Harvard University Library– Vanderbilt University– California Institute of Technology

• Testing with Staff & Researchers

– Indiana University Purdue University Indianapolis (IUPUI)

Page 12: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Status-Information Providers

Committed to OpenURL supportEBSCO• Committed, no announced date yet

– Institute of Physics• Available now

– SilverPlatter• Available now

– ArXiv• Available now

Page 13: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Status-Information Providers

Other OpenURL developments– OCLC

• Participating in SFX Beta Test– Ovid

• Available now– SLAC/SPIRES (Physics DB at Stanford)

• Available now– ProQuest/Bell+Howell

• Plan to implement by year’s end– NISO reviewing for acceptance as a standard

Page 14: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Status: information sources

• SilverPlatter – ERL• EBSCOhost• OCLC – FirstSearch• Ovid Online• ISI – Web of Science• Aleph 500 OPAC• ArXiv

Page 15: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Status: target services

• EBSCOhost• OCLC – FirstSearch• Ovid Online• ISI – Web of Science + Journal citation reports• SilverPlatter ERL• Aleph 500 OPAC• Other OPACs• Various Union Catalogues

Page 16: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Status: target services

• PubMed• PubList• Genome database• Taxonomy database• Primary publishers:

– Springer– Academic Press– Highwire– ….and many more

Page 17: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Status: target services

• Web search engines – Google, Northern Light etc

• My email• Internet book stores• Document Delivery & ILL services

Page 18: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

DOI - CrossRef - SFX - OpenURL

The DOI Prototype

CNRI, CrossRef, Ex Libris, Ghent U, IDEAL

Page 19: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

DOI - CrossRef - SFX - OpenURL

A prototype to “OpenURL aware” the DOI environment to enable local resolution and delivery of context-sensitive linking services by an SFX server

CNRI, CrossRef, Ex Libris, Ghent U, IDEAL

Page 20: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

doi link url

Page 21: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

OpenURL

aware

doi link url

doi

metadata

doi

Page 22: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Business Issues

• What goes into the SFX software?• Standard SW pricing models• Implementation Services• Contents Management

Page 23: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

definition of potential services

information about the local collection

rules supporting a decision on the relevance of services

SFX linking server

Page 24: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

Web of SciencearXivAPS/PROLABIOSISMedline

SOURCES

MedlineInspecSpringerWeb of ScienceOPAC

TARGETS

holdingsabstractfull_textcited_author

SERVICES

OBJECTS

1234-56783456-87659876-43212389-6734

THRESHOLDS

The SFX database

Page 25: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Software Pricing Models

• Small Libraries $25K– Less than 10,000 affiliated users

• Medium Libraries $35K– 10,000-20,000 affiliated users

• Large Libraries $45K– Over 20,000 affiliated users

• Additional libraries within a single “institution” 35% less standard price

• Maintenance 15% of SW costs

Pricing valid for 2000

Page 26: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Software Pricing Example

• Main Library with over 20,000 affiliated users– $45,000

• Associated Law Library with less than 10,000 affiliated users– $25,000-$8,750 (35%)=$16,250

• Associated Medical Library with less than 10,000 affiliated users– $25,000-$8,750 (35%)=$16,250

• Total Software costs = $77,500• Addl. 25% Discount for 2000 Orders ($19,375)• Discounted Software costs = $58,125

Pricing valid for 2000

Page 27: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Implementation Services

• Installation and set up service– $1,200/day 2 days per instance

• Training– $1,200/day 1 day per library recommended

• Extended configurations/customizations– Per case basis

Pricing valid for 2000

Page 28: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

SFX Contents Management

• Creation and maintenance of “thresholds” for each SFX library

• No Charge for Contents Management in 2001• Optional after 2001

– Small - $3000 annual service– Medium - $4000 annual service– Large - $5000 annual service– Additional SFX Instances for a single institution 25%

discount per instance

Pricing valid for 2000

Page 29: Russell McDonald 21st September 2000. Discussion Points What is SFX and the OpenURL? Recent developments Business issues associated with SFX –Breakdown

[email protected]@exlibris-usa.com

www.sfxit.comOpenURL:OpenURL:

http://www.sfxit.com/OpenURLhttp://www.sfxit.com/OpenURL

Just SFX it!!