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ASSOCIATION OF RESEARCH LIBRARIES
Scholars Portal Project Update
Portals in Libraries: A SymposiumLITA Preconference
June 25, 2004
Mary E. JacksonAssociation of Research Libraries
Sarah C. MichalakUniversity of Utah
ASSOCIATION OF RESEARCH LIBRARIES
Scholars Portal ProjectOverview of Presentation
• Background and goals of project• Current status• Implementation benchmarks• Project third year development goals• Some examples
ASSOCIATION OF RESEARCH LIBRARIES
Background
1999: ARL/OCLC Strategic Issues Forum2000: ARL Scholars Portal Working Group 2002: Jerry Campbell White Paper
May 2002: Project With Fretwell Downing Announced
ASSOCIATION OF RESEARCH LIBRARIES
The Scholars Portal Project
3 year collaborative effort (2002-2005)– Implement and test existing Fretwell-Downing
products• ZPORTAL, Z2Web, Z’MBOL, OL2, authentication
– Reach consensus on additional needed functionality
– FD contributing development resources– Test final products against SP vision and user
responses– Explore modes of collaboration in complex
environments
ASSOCIATION OF RESEARCH LIBRARIES
Scholars Portal Project
• Initially– cross-domain searching– aggregation and integration of search
results• Later stages
– linkage to online learning environments, digital reference services, course management
ASSOCIATION OF RESEARCH LIBRARIES
Users will be able to:
• Discover – Scholars Portal discovery tool
• Capture– Harvesting and delivery tools
• Manipulate– Text-processing and citation-management tools
• Distribute– Contribution and publication tools
• Consult– Access to virtual reference services and
electronic scholarly communities
ASSOCIATION OF RESEARCH LIBRARIES
Current Status
All sites have functional implementations:• Campus-wide releases
– Arizona State University – Iowa State University– University of Arizona – University of Utah
• Limited Releases – Dartmouth College– University of California, San Diego – University of Southern California
ASSOCIATION OF RESEARCH LIBRARIES
First Implementation Benchmark
• Version 2.1– ZPortal software loaded for cross domain
searching– Participants learned how to select and
configure Web targets– Organizational structure and
communication channels for collaboration defined and refined (politics are hard)
– Additional development areas adopted
ASSOCIATION OF RESEARCH LIBRARIES
Organization
• Project Management– Project Management Group – IT leaders from each
institution with two co-chairs:• Krisellen Maloney, University of Arizona, co-chair• Fred Gulden, Iowa State University, co-chair
– Meets bi-weekly by conference call
• Project Direction– Project Managers Group, members of Deans/Directors
Group, Fretwell Downing Leadership, ARL liaison. – Meet semi-annually.– Next meeting August 17.
ASSOCIATION OF RESEARCH LIBRARIES
Demonstration Areas
• Individual implementers adopted additional goals– Dartmouth adopted PKI instead of the
vendor-provided LDAP for authentication– USC adopted Shibboleth-compatible
authentication protocols– UCSD and others are exploring
integration of an external URL resolver
ASSOCIATION OF RESEARCH LIBRARIES
Second Benchmark
• Version 3.0 – two years after first implementations– Provides foundation for the development phase – Delivered IP authentication capability– Participants now better understand operating
and interface aspects of meta-searching– Now have critical mass of key Web targets– Vendor learning how to do serial
implementations
ASSOCIATION OF RESEARCH LIBRARIES
Third Year Development Goals
Versions 4.0 and 5.0• Integration with courseware
– Portlets capable of addition to any Web or courseware page
– Permits searching of an existing Scholars Portal profile.
ASSOCIATION OF RESEARCH LIBRARIES
Third Year Development Goals
• Intelligent search with increased support for standard targets.– Ability to move between the native
search screen and Scholars Portal.– Bridge between OAI compliant
resources and Scholars Portal.
ASSOCIATION OF RESEARCH LIBRARIES
Third Year Development Goals
• Result sets management– Sorting based on date and availability
of full-text– More unified presentation of OpenURL
results and holdings within the bibliographic record
– Integration of OpenURL resolver with ILL and document delivery.
ASSOCIATION OF RESEARCH LIBRARIES
Education and Innovation
• Implementers have identified some of the benefits of this collaborative model– Rich communication among the implementers
regarding technical issues and skills advancement
– A test bed environment in which the IT staffs have a unique opportunity to work with other research library IT departments
– Opportunity to experiment with meta-searching technology
ASSOCIATION OF RESEARCH LIBRARIES
For Additional Information
Scholars Portal Projecthttp://www.arl.org/access/scholarsportal/
The Current Status of Portal Applications in ARL Libraries: ARL Portal Applications Working Group Final Reporthttp://www.arl.org/access/portal/
PAWGfinalrpt.pdf