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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.
