Hoeppner Feb 8 Imagining Better E-Resource Access

Tomorrow’sTechnology

TodayImaginingBettereResource Access

AthenaHoeppnereResourcesLibrarian

UniversityofCentralFlorida

Why?

MissingfromdiscoverysystemsBadmetadataVarianttitle,ISSNorotherdatasearched/indexedExpiredaccesslicenseIncorrectholdingsinresolverIncorrectauthenticationusedBadEZproxyconfigurationBrokenURLs

Caveat:MylimitedperspectiveUCF’stoolsforeResourcesManagement:• EBSCOnet• MicrosoftExcelandAccess• EZproxyandShibboleth• EDS• SFX• Aleph• LibGuides• Email.Somuchemail.

eResourcetechnologies,systems…

ONIX

…andstandards

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

ProQuestInvoice

• ProductTitle• ProprietaryID• NoISSNorDOI

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

WileyTitleChanges;AccessChanges;Mergers

WileyTitleChanges;AccessChanges;Mergers

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

Theend.

AthenaHoeppnereResourcesLibrarian

[email protected]