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© 2000-2001 Ex Libris Ltd. All Rights Reserved.

From Library Systems to Information Systems

MetaLibMetaLib

Jenny Walker

ICOLC 2001

MetaLib as Information Portal

Agenda

Cross-database search with MetaLib

Linking (SFX)

MetaLib KnowledgeBase

Models for Consortia

What is a MetaLib Resource?

Library OPAC

A&I Database

e-journals

Subject Gateway

Search Engine

Digital Library

… a resource deemed relevant by the librarian

Presenting information about resources to users

Helping users locate relevant resources

Allow navigation directly to resources – “jump-to” facility

Personalisation

MetaLib as Information Portal

Resource Guides

General information describing a resource.

For example: Name of resource Type of information contained in the resource The points of discovery in your MetaLib Portal Searchable vs Non-searchable resource

Locally-configurable

MetaLib: Entry Screen

MetaLib: Information Gateway

MetaLib: Locate Resources

MetaLib: Build MyResourceList

User Authentication

Au

then

ticatio

n

“Appropriate” Resource List

“Appropriate” Resource List

User affiliation:

MetaLib: 3 levels of affiliation

Level 1 defines:

User authentication methodology

Levels 1 & 2 define:

Resource Categories

Logo

Home page content

Level 3 defines:

Access rights for a resource within a defined resource category

User affiliation – examples:

Example 2:

1. Institution B

2. Faculty X

3. Student

Example 1:

1. Institution A

2. Department X

3. Staff

University of the East

Dept. of Physics

Staff

University of the West

Faculty of Social Science

Student

Cross-database searching

?

Library Catalogs

Abstracting and Indexing databases

Unified Query Interface

Unified Display

NYUZ39.50

MedlineZ39.50

WoSHTTP

MITALEPH

OCLCZ39.50

D i v e r s e I n f o r m a t i o n R e s o u r c e s

PubMedHTTP

Universal Gateway

Search Processed Conforms to Information Resources

?

Adjustment of syntax

Field mapping

Phrasing of authors' names

Recognition of special characters

Handling normalization issues

MetaLib: Search in Multiple Resources

MetaLib: Search in Process

MetaLib: List of Results

MetaLib: De-duplicated List

A&I

e-print

Full Text

MetaLib

Citations Web

eTOC

Linking with SFX

OPAC

MetaLib: SFX Extended Services

Comprehensive global KnowledgeBase delivered with MetaLib

KnowledgeBase contains rules for searching and retrieving records; and for linking

Your library “localizes” to match local subscriptions and conditions.

KnowledgeBase

Descriptive Data

(Localization optional)

Configuration data

(Localization unlikely)

Name Resource

description Subject Keywords

Rules for searching

Rules for retrieval Rules for

presentation Construction of

OpenURL

The KnowledgeBase

URL for access User rights of

access Username and

password (if required)

Local data

(Localization mandatory)

Configuring MetaLib for consortia

Servers

• Single Server single application

• Multiple server multiple applications

Services

• System services eg backups

• Configuring the KnowledgeBase

Resources

• Shared resources

• Institution-specific resources

Levels of sharing between member institutions will define configuration options:

Consortium option 1 – standard model

Inst A Inst B

Per system: single authentication for users and resources

Each member hosts its own application/server

License Considerations - Standard model :

Pricing calculations:

1. Base fee for each site – determined by FTE; plus

2. Usage fee – determined by number of concurrent users; less

3. Discount – sliding scale up to 30% max.

4. Annual Service Fees

i. Software maintenance 15%

ii. KnowledgeBase Services 18%

Annual service fees based on non-discounted price

No. of institutions

Discount

2 10.00%

3 12.50%

4 15.00%

5 17.50%

6 20.00%

7 22.50%

8 25.00%

9 27.50%

10 30.00%

Service Options: Software Maintenance

• Technical support – helpdesk

• Software updates

KnowledgeBase Services

• Regular updates to KnowledgeBase

Installation and Initial Setup

Training

Extended Services

• KnowledgeBase Localization

• New resources and SFX targets

Consortium option 2 – enterprise model:

Shared MetaLib, multiple SFX instances – up to 1 per Institution

Flexibility across 3 user levelsMultiple authentication for users and resources Administrative privacy ensured across user levels

License considerations - Enterprise model :

Price calculations:

1. Base fee – determined by number and size (FTE) of participating institutions; plus

2. Usage Fee – based on number of concurrent users;

3. Annual Service Fees

i. Software maintenance

ii. KnowledgeBase Services

Base fees and total annual service fees acknowledge shared server environment.

www.metalib.com/V

www.exlibrisgroup.com

www.sfxit.com

jwalker@exlibris-usa.com