hoeppner feb 8 imagining better e-resource access
TRANSCRIPT
Tomorrow’sTechnology
TodayImaginingBettereResource Access
AthenaHoeppnereResourcesLibrarian
UniversityofCentralFlorida
Why?
MissingfromdiscoverysystemsBadmetadataVarianttitle,ISSNorotherdatasearched/indexedExpiredaccesslicenseIncorrectholdingsinresolverIncorrectauthenticationusedBadEZproxyconfigurationBrokenURLs
Caveat:MylimitedperspectiveUCF’stoolsforeResourcesManagement:• EBSCOnet• MicrosoftExcelandAccess• EZproxyandShibboleth• EDS• SFX• Aleph• LibGuides• Email.Somuchemail.
Corequestions.Lotsofdata.
discoverysystems
databaselists
authenticationsystems
vendorplatforms
usagedata
vendorpricelists
licenses
vendorinvoices
subscriptionagentinvoices
knowledgbases
Whatdowehaveaccessto(andwhy)?
Howdoweaccessit?
Howdoweassessit?
Howcanweassess?• Invoices• Pricelists• COUNTER• Subjectsandclassificationsreports• Yearbyyearreports• Rightstypereports• Linkresolverreports• Authenticationsystemreports• Analytics
AccountingandBusinessResearch:T&FJR1
Journal JournalDOIProprietaryID PrintISSN OnlineISSN
Accountability inResearch 10.1080/gacr20 gacr20 0898-9621 1545-5815Accounting andBusinessResearch 10.1080/rabr20 rabr20 0001-4788 2159-4260Accounting Education 10.1080/raed20 raed20 0963-9284 1468-4489AccountingHistoryReview 10.1080/rabf21 rabf21 2155-2851 2155-286XAccounting inEurope 10.1080/raie20 raie20 1744-9480 1744-9499Acta Agriculturae Scandinavica 10.1080/saga19 saga19 0001-5121
• Title• ProprietaryID• DOI• ISSNs
AccountingandBusinessResearch:T&FPriceListJournalName ID ISSN Currency
AccountingandBusinessResearch RABRHI 0001-4788 EURAccountingandBusinessResearch RABRHI 0001-4788 GBPAccountingandBusinessResearch RABRHI 0001-4788 USDAccountingandBusinessResearchOnline RABRI 2159-4260 EURAccountingandBusinessResearchOnline RABRI 2159-4260 GBPAccountingandBusinessResearchOnline RABRI 2159-4260 USD
• Title,butwithduplicationandextrawords• ProprietaryID,butdifferentending• NoDOI
AccountingandBusinessResearch:EBSCOnetInvoiceTitle
Number TitleName ISSN LCClassFundCode
005484008 ACCOUNTINGANDBUSINESSRESEARCH- ONLINE/ALLEXCEPTGBRTAF//FORINSTITUTIONS/
2159-4260 HF AC14O
005517552 ACCOUNTINGEDUCATION- ONLINE/ALLEXCEPTGBRTAF//FORINSTITUTIONS/
1468-4489 HF5630 AC14O
• Title,withextrawords,spaces,andpunctuationintitle• NoProprietaryID• NoDOI• LCandothersubjectdesignations
EBSCOnetInvoiceforSagePackage
• Packagepricing• Nopricepertitles• NoproprietaryIDorDOI
Title ISSN Price
SAGEPREMIERALLACCESSCOLLECTION- ONLINE/FORCONSORTIAONLY//ALLEXCEPTCERTAINCOUNTRIES/ $165,590AADEINPRACTICE- ONLINE/ALLEXCEURMIDAFRINDPAKBGDBTNMDVLKASAG//FORINST/ 2325-1611 0
ACCESSONLY
ACCOUNTINGHISTORY- ONLINE/ALLEXCEURMIDAFRINDPAKBGDBTNMDVLKAAUANPLSAG//INSTITUTIONS/ 1749-3374 0
ACCESSONLY
AccountingandBusinessResearch:T&FJR1SAGEID Title ISSN eISSN Product ProductDescription
USDPrice
L945 AccountingHistory 1032-3732 1749-3374 L945-CMB Print+Electronic $971L945 AccountingHistory 1032-3732 1749-3374 L945-EFF ElectronicOnly $874
L945 AccountingHistory 1032-3732 1749-3374 L945-EBFElectronic+BackfileLease $971
• Multiplepriceoptions• ProprietaryIDandISSN• NoDOI• ISSNs
ProQuestDB1
• Title,withextragranularity• NostandardorproprietaryIDs• Noexactmatchoninvoice
Database Activity TotalProQuestDissertations&ThesesA&I RecordViews 2,173ProQuestDissertations&ThesesA&I:Business RecordViews 299ProQuestDissertations&ThesesA&I:Health&Medicine RecordViews 349ProQuestDissertations&ThesesA&I:History RecordViews 46
EBSCOnetInvoiceforDatabasePackage
• Title,withextrawords,spaces,andpunctuation• NoISSNformostdatabases• NoproprietaryID
Database Title ISSN LC PriceEBSCOPACKAGE- ONLINE AP $219,035COMMUNICATION&MASSMEDIA COMPLETE- ONLINE HM 0ACADEMICSEARCHPREMIER- ONLINE Z 0BUSINESSSOURCEPREMIER- ONLINEVIAWEB 1526-7350 HF 0
StandardandProprietaryConnectors• ISSN• DOI• ProprietaryID• Formattedas:• XLS,XML,EDI,PDF,andDoc
Concerns:• AccuracyandcurrencyofISSN• ConsistencyofIdentifiers• Stewardship
Needidentifiercrosswalk!
WhenISSNschangeUnknowntome:• DoDOIschange?DoProprietaryIDschange?
• WillISSNandDOIsresolvetotheyearsthatmatchthespecificISSN,ortothefullrunoftitlesandISSNsforaserial?
• Catalogers,Metadata,andSerialslibrarians!HALP!
Knowntome:• Hostplatformoftenshowonlythecurrenttitle, ISSN,andDOIonthefullrun?Ideallythey’dindicateyearsassociatedwitheachISSNandDOI.
NeedanauthoritythatorganizesISSN,DOI,andProprietaryIDs
Whatdowehaveaccessto(andwhy)?Accessbasedon:• Licenses• Invoices• OpenAccess
Trackedin:• ERMs• Catalogs• Knowledgebases• Subscriptionagentsites
Journalpackages:awildride• Perpetualownership• Licensedaccesstitles• Licensedaccessbackyears• Unsolicitedtrialaccess• Gratisaccess• Openaccess
Accessibletitleseverchanging• ERMsnotdesignedtotrackingrightstypes• KBholdingsdifficulttokeepup-to-date
Cognitiveloadandworkloadtoohigh• Eventhemostbasicassessmentiscomplicatedbecausetherearenoconsistentidentifiersformatching• Trackingtitleandpackagechangesrequireschangesinmultiplesystemsatdifferenttimes• Vendorsshowthecurrenttitle,ISSN,DOIcomplicatinginvestigationsaboutholdings,rights,andlinking
UCFhasover9000currentjournalsubscriptions.Ican’teven!
Howcanwesupportdiscoveryanddelivery?• Inclusive,richmetadata• Vendoragnosticharvesting,relevancy• Granularcontrolstoturncontentonoroff• Metadataaboutaccess,OA• Automatematchingtheindexcontenttolibrarysubs• IncludeDatabase/eResourceidentifiers
Howcanwesupportaccess?Authenticationandauthorization• IPs• EZproxy(andWAM)• SingleSignOnandFederatedID
Informationandsupport• OCLCEZproxyDatabaseStanzas• InCommon Federation• OpenAthensandEBSCO• OCLCRegistry
IncreasinglyComplicatedProxyingTaylor&Franciscirca2011T Taylor&FrancisURL http://journalsonline.tandf.co.ukHJ www.informaworld.comHJ www.tandfonline.comDJ tandf.co.ukDJ informaworld.com
Sage’sstanzaisover2000lineslong!
Taylor&FrancisstanzanowHTTPHeaderAccess-TokenProxyHostnameEditwww.tandfonline.com$www-tandfonline-comT Taylor&FrancisU http://www.tandfonline.comHJ journalsonline.tandf.co.ukHJ afs.tandfonline.comHJ tandfonline.comHJ www.journalsonline.tandf.co.ukDJ tandfonline.comHJ tandfprod.literatumonline.comDJ literatumonline.com
Whensessionsdrop• Usersmustusestartingpoint URLs• Vendorplatformchanges• EZproxynotwidelyunderstoodbyvendors• Newstanzanottestedorcommunicated• URLsencodedintoscripts• Semi-hiddendomains
• ShibbolethandAthensnotuniversallyusedbyvendors• Shibbolethconfigurationfrequentlyoutsideofthelibrary’scontrol
ThefutureIwant• Maximizediscoveryanddelivery• Maintainaccurateholdingsandlinks• Simplifyauthenticationandaccess• Simplifyanalysisandassessment• Reduceduplicationofdatastorageandmaintenance• Increasethefunctionalityandreusabilityofthedata
• Exchangingtitlelists(publishertoagent)• KBART,ONIX-SPS
• Exchangingholdingslists(agenttolibrary;agenttoknowledgebasevendor)• KBART,ONIX-SOH
• Exchangingcostinformation(agenttolibrary)• EDI,CORE
• PromotingTransparencyinDiscovery• ODI
• Exchanginglicenseterms(publishertoagent;agenttolibrary)• ONIX-PL
• Exchangingusagedata(publishertolibrary)• COUNTER,SUSHI,SUSHILite
Uniformity:standardsarethewayforward
NewideasforKBARTPotentialImprovements:• Subscriber’saccessibleholdings• Subscriber’sperpetualholdings• OpenAccessholdings• IncludeDOI,proprietaryID• KBARTize pricelists
Automaticallygatherandprocessdata• Sendcustomer-specificKBARTtoKBs(SciFider example),andERMs• EmailKBARTofholdingswithrenewals• SUSHIandSUSHILite
COUNTER5• SUSHILite– easierforvendorstoprovideSUSHI• Access_Type attributetodistinguishusageofopenaccess(gold,delayedandother“free-to-read”)fromcontrolledaccess(licenserequired)content• Moreconsistency,flexibility 5
Authenticationandaccessmadeeasier• WorldCat RegistryandAPI• IPRegistry• OCLCRSSfeedofstanzas• Vendorspresentuserswithaclearpathtoauthentication(ArtSTORexample)
• oaDOI APIforfindingOAversionsofarticles
ERMsorKBscouldautomaticallygeneratesimpleEZproxystanzas.
ProprietaryeResource IDscouldbeusedtoacquirestanzasfromOCLC.
Vendorscouldpromptforemailthenchecktheircustomerdomain
ShibbolethandOpenAthens:IndividualAttributes• Userattributescanbesharedwhilepreservingprivacy• Personalizeinterfacesandcontentstomatchattributes• Potentialtotrackusebyuserattribute(i.e.freshmentakingBUS101)
eMailoverloadWorkemailsperyear:
• Invoices• Licenses• Accessinformation
Ifvendorsadoptedstandardsubjectheadingswecould
automateemailfilteringintoappropriateworkflow
UsedatahowyouwantwithtoolsyouchoseMoreinteractionbetweenERMandexternaltools:• Passwordsautofilledonvendoradminsites(likeLastpass)• Vendorcontactsintegratewithemailaddressbook
Datadeliveredasxls orxmltoemailorERM