Transcript National Licensing and Local Impact: Getting

Electronic Journals – National Licensing and
Local Impact: Getting Ready for CNSLP at the
University of Saskatchewan
David Fox
Head, Information Technology Services
University of Saskatchewan Libraries
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Starting point:

1 e-journal subscription prior to CNSLP - JBC
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5 CNSLP e-journal services already owned by ½ to 2/3 of participants
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Other participants:
–
–

UofS:
–
–
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CNSLP represented an opportunity to divert funds to other expenditures
had already incorporated CNSLP titles into their finding tools
CNSLP was an opportunity to catch up
needed to develop systems and procedures for importing large numbers of
titles ASAP
CLA Annual Conference,
Winnipeg
June 15, 2001
Starting point, continued:
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
E-journal db with ~ 2000 free e-journals

The Catalogue ~ with a few 856 links to e-journals
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Journal of Biological Chemistry online
CLA Annual Conference,
Winnipeg
June 15, 2001
GRCNSLP Committee – October 2000
Immediate Goal

add CNSLP content to the Catalogue ASAP
(expected to have to find or create our own MARC records)
Larger Goal
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
build a system to import and manage other full text E-journal AND
article aggregator services
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single place to look
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one time data entry
CLA Annual Conference,
Winnipeg
June 15, 2001
Issues and assumptions
Assumptions
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some sort of automated process – batch retrieval and load
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needed a way to manipulate and customize records for local use
Question
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Should we continue to maintain the E-journal database?
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CLA Annual Conference,
Winnipeg
June 15, 2001
EJDB vs. The Catalogue
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Catalogue is the “official” Library database, contains print holdings
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EJDB includes many more e-journal titles
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EJDB expected to be the vehicle for generating catalogue records
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EJDB includes records for titles in “article aggregator” services
–
–
concern about quality, accuracy
reluctance by some members to include these records in Catalogue
Decision:
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Continue to maintain both for the time being
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Catalogue and EJDB have become increasingly interdependent
CLA Annual Conference,
Winnipeg
June 15, 2001
Options for obtaining MARC
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JAKE?
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local development?
CLA Annual Conference,
Winnipeg
June 15, 2001
JAKE:
(Jointly Administered Knowledge Environment)
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an open source database of E-journal data, along with software tools
for searching and manipulating this data
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originated at Yale, replicated at SFU, Openly Jake
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intended to be a universal source of e-journal metadata to support
acquisitions, cataloguing and search applications
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includes lists of publications from over 194 different databases
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includes basic information for each publication: title, ISSN, sources,
jakeID
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utility written by Mark Jordan for generating skeletal MARC records
CLA Annual Conference,
Winnipeg
June 15, 2001
MARC Output from JAKE
000
005
022
050
082
245
590
650
650
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00334nms 22001217a 4500
20010530193329.0
$a0002-8762
00 $aE171.A57
00 $a973.05
00 $aAmerican Historical Review$h[computer file]
## $aDerived from jake, http://jake.med.yale.edu/ using jakeid 9612.
#0 $aHistory
#0 $aUnited States -- History
CLA Annual Conference,
Winnipeg
June 15, 2001
Problems with JAKE
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database lists incomplete, out of date
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Canadian sources not included (CBCA databases)
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MARC records too skimpy
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skeptical that shortcomings would be overcome in time for us to use it.
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a clever idea – but too ambitious?
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60-70% accuracy not good enough
CLA Annual Conference,
Winnipeg
June 15, 2001
UofS EJDB vs JAKE:
Full Text Coverage of CNSLP Products
Vendor
Springer
IDEAL
UofS EJDB
JAKE (Yale) JAKE (SFU) Openly JAKE
398
261
261
261
204
243
219
243
(Academic Press only)
ACS
31
0
0
0
IOP
38
0
0
0
RSC
23
0
0
0
May 30, 2001
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CLA Annual Conference,
Winnipeg
June 15, 2001
UofS EJDB vs JAKE:
Full Text Coverage of non-CNSLP Products
Vendor
UofS EJDB
JAKE (Yale)
JAKE (SFU)
Openly JAKE
JSTOR
213
110
110
110
Project
Muse
164
103
106
103
CBCA FT
Business
81
0
0
0
CBCA FT
Education
190
0
0
0
CBCA FT
Reference
140
0
0
0
May 30, 2001
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CLA Annual Conference,
Winnipeg
June 15, 2001
Local Development
D atabase
A ccess
R ecord
R etrieval
Y our
L ibrary
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CLA Annual Conference,
Winnipeg
(for)
(in)
June 15, 2001
E-journal management system:
user functions
E-Journals database
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Browse and display by title, publisher, vendor, database, subject
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Quick Search (exact title)
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Advanced Search (title and subject keyword; boolean, phrase search)
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Recent additions (last 30 days)
CLA Annual Conference,
Winnipeg
June 15, 2001
E-journal management system:
admin functions
Data retrieval functions
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scripts for harvesting e-journal data from vendor sites
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scripts for harvesting MARC records from LC, AMICUS
E-Journals admin interface
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add/edit/delete: titles, vendors, publishers
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Reports:
–
–
–
–
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Titles Missing Publisher
Pending/Incomplete Titles
URL Validation Report
Database Information
CLA Annual Conference,
Winnipeg
June 15, 2001
Process: Initial Load
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harvest data from vendor’s list
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capture title, ISSN, coverage information
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search for MARC records in LC, AMICUS via Z39.50
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load MARC data into EJDB
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review and edit MARC data. Add 916 tags
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load revised MARC records into Catalogue
CLA Annual Conference,
Winnipeg
June 15, 2001
MARC Tag 916
916 $aEJDB$bAcademic Press$cIDEAL
$a = Electronic Journals database
$b = Vendor
$c = Database
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CLA Annual Conference,
Winnipeg
June 15, 2001
Integrating the EJDB and the Catalogue
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reciprocal links between records based on ISSN
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source and coverage information maintained in the EJDB
CLA Annual Conference,
Winnipeg
June 15, 2001
Loading and Maintenance Issues
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multiple records for different formats facilitates batch loading, removal
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tag 916 facilitates merging of duplicates
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periodic updates will be required
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how to retain changes to catalogue records?
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Catalogue bib number stored in the EJDB record facilitates overlay
CLA Annual Conference,
Winnipeg
June 15, 2001
Outcomes
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
loaded 700 catalogue records for CNSLP e-journals on March 30
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developed a robust system for retrieving and batch loading e-journal
record sets into the Catalogue and the EJDB
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developed a process for making decisions and solving problems
relating to managing access to electronic journals
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library staff from diverse backgrounds shared expertise to solve
technical problems
CLA Annual Conference,
Winnipeg
June 15, 2001
Next steps
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
loading records for article aggregator services into the Catalogue?
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integrated maintenance of catalogue and EJDB
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direct access to articles using Open URL standard
CLA Annual Conference,
Winnipeg
June 15, 2001
Conclusions: local impact
Drexel Study: Framework for assessing the impact of an electronic journal
collection on library costs and staffing patterns
Carol Montgomery, JoAnne Sparks, 2000.
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lower unit costs for content but higher staff and infrastructure costs
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savings in circulation, shelving, print reserve, document delivery more
than offset by increased costs for systems, license administration,
cataloguing, information services
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significant retraining of staff and “re-engineering” of technical processes
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“We plan to stay the course – to aggressively continue with our
transition to electronic journals”
CLA Annual Conference,
Winnipeg
June 15, 2001
Where are we now?
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We have implemented a large number of e-journals in a short
space of time
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What is required now is to make adjustments to staffing and
procedures to improve efficiency
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We can’t go back!
CLA Annual Conference,
Winnipeg
June 15, 2001
E-journal management system:
technical details
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e-journals database runs on MS SQL Server 7.0 and NT 4.0
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web server is Apache 1.3.19 on Digital Unix 4.0F, using a combination
of Perl and PHP 4 to provide the web interface.
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FreeTDS (www.freetds.org) supplies the interface between the Unix
machine and the SQL server
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Sybase and MS SQL Server use the TDS protocol to communicate with
client applications
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MARC records from LC and AMICUS are harvested, via Z39.50 using a
combination of Perl and the Yaz Z39.50 toolkit utilities
CLA Annual Conference,
Winnipeg
June 15, 2001
The next generation…
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CLA Annual Conference,
Winnipeg
June 15, 2001