E-Resources in the Catalog 2

University System of Maryland and Affiliated Institutions

ERIC II Task Group

May 17, 2005
10-noon
Full Group Meeting [DRAFT minutes from Marlene]

Present: Jean Phillips (ITD), Laura Wrubel (ITD), Linda Seguin (UMBC), Wilma Bass (HSHSL), Ted Kruse (UB), Ben Wallberg (ITD), Susanna Van Sant (CP), Mary Jo Lazun (TU), Bill Sleeman (UMLL), Marlene Vikor (CP), Mary Gilbert (TU)

Jean introduced new members to the TG—Mary Jo and Bill. Lila and Debbie have departed for new jobs. Group approved minutes for subgroup meetings held on April 29. Jean will create a TG Website and mount the minutes.

TOPIC: Update on User Interface work

Laura demonstrated SFX version 3 from examples at http://www.itd.umd.edu/dbs/openurls.html. (Be aware that these links go to the test instance. Things may appear and disappear as Dave and Laura work on that instance. Also, the links provided may not match what all campuses have access to.) “Basic” section of menu has been removed leaving conditional first segment full text link and/or links for ILL and catalog, followed by a link to a secondary segment named “More options” (rather than “Advanced”). Per usability testing feedback, a red arrow has been added to guide users to available options on the menu. Different menus for each institution are supported—year/vol/start page boxes can be removed, order of targets can be adjusted and targets can be selectively suppressed. User Interface group working on this includes Laura, Janet Evander, Eric Rector, Lenore England, and Barbara Lay (a request has been made to Transition Team to describe and charge a User Interface Task Group). Switch to version 3 is slated for July.

Next, Laura, Linda and Wilma spoke about work they’ve done with Heidi on Possible services on an Ideal Find It menu. They presented the following list for consideration:

Links to full-text e-journals and e-books
Link to Availability/holdings information

Does this mean we need to or should remove this from the full record display in the OPAC?

Request item (PPH)

Or does this belong more appropriately on the availability screen?

For journals available in print only, link to table of contents online (as available)
Interlibrary Loan

For journals only? And/or include a note about when to use it

Send this record to EndNote/ProCite
Find this item in other libraries (for example, a pulldown menu to select among public library catalogs or other area academic library catalogs)

Would have to vary from campus to campus, to choose most appropriate group of campuses.
Can we set the links up to do a search on the item in the catalog, or do we have to link to the catalog home page?

Discussion included question of providing access via the SFX menu to URLs in bibs that are not included in the SFX knowledgebase; recognition of the overlap of work by Resource Sharing TG, USMERC, and the ad hoc User Interface subgroup with that of ERIC; potential impact of the customized view by campus; and authentication of users/user login to a WebPac with SFX.

At next meeting: Dave can report on the technical feasibility of these service possibilities Jean can report on “I want it”—PPH, ILL, etc. issues from the Resource Sharing TG

TOPIC: Update on Union View and Load of SFX records

Marlene presented the documented Union View functionality in Aleph and preliminary considerations of match/merge specifications, especially as they might relate to the proposed “SFX loader” generated records. See Appendix A and Ex Libris Documentation Website. Linda and Bill agreed to work with Marlene on development of USMAI specifications for ERIC to consider. They will look at a non-CP extract of SFX ISSNs to compare with that already retrieved for CP’s instance.

Mary and Wilma presented the results of their initial considerations on a display of the resulting Union view record in Web Pac, which they term the “virtual bib”. See Appendix B.

Finally, the group set these dates/times for upcoming meetings, possibly at non-CP locations.

June 14 9-noon
July 12 9-noon
August 9 9-noon
September 13 9-noon

Identified topics for next meeting:

Dave Kennedy will report on User Interface possibilities—“what can be done”
Jean will report on “I want it” and other issues from Resource Sharing Task Group relevant to ERIC

Appendices A & B (handouts for 5/17 meeting):

Appendix A. Aleph’s Union View for virtually merging records (Marlene)

Aleph’s Union View for virtually merging records

From EL’s Documentation Aleph Tree / How To / Cataloging folder

How to set up and configure Union View for Your OPAC
Matching algorithm (CDL matching algorithm for serials)

How To says:

Union View is a tool for creating de-duped and merged results sets in WebPac based on pre-constructed record equivalency tables built per algorithm developed with California Digital Library. Records on GUI side remain distinct/separate.
It’s configured as a logical base. We could choose to implement as a subset of global, or as a subset of another logical base, such as Journals
For displaying items and holdings should use ITM1 and/or ITM3 links; with ITM1 order of HOLdings can be controlled in “all items” window. USMAI uses PST which is not currently supported with Union View. Ben has requested EL support.
Equivalent records are in same database and similar enough to be considered duplicate—see CDL matching algorithm—and are stored in Oracle z120table. Each bib record has its own z120 record composed of system number, total number of equivalent records, system numbers of all equivalent records, system number of preferred record
3 phases in equivalency building process:

Candidate selection—retrieved by LCCN (010 $a & z), ISSN (022 $a & $z) , Main title (245 $a $b $n $p) not exceeding 500 records

Incorrectly indexed ISSN, ISBN and LCCN wrecks merge algorithm—must be direct index with specific filing routine having Alpha characters removed--Redo 022 index or create U22 index?

Requires new keyword title index—NTL –for title searching in the Candidate phase of equivalency building

Duplicate detection—candidate records compared and equivalent ones (per matching algorithm) recorded in z120 table
Preferred record selection—using aleph/tab/union_preferred—after each record in a set of equivalent records gets a weight, the record with the greatest weights becomes the Preferred

Looking at instances taken from CP’s SFX version 3 KnowledgeBase, 15,533 primary ISSNs (titles also have eISSNs or related ISSNs in KB but only primary ISSNs can be exported from KB) got following match rates against global:
7468 0
5133 1
2364 2
456 3
89 4
18 5
3 6
1 7
1 39

Found in 7 sets of multiple matches:

Matching primarily on 022 $a and/or $y
Sets include:

same title across formats, including online
“same” title across time (title changes), including latest entry descriptions
related titles combined (worst example, set w/39 hits—OECD economic survey s has records for various countries in WebPac with same ISSN; problem in Research Port for this ISSN also)
Sets with no. of holdings and no. of institutions

7 hits with 31 holdings over 8 institutions
6 hits with 25 holdings over 8 institutions
5 hits with 24 holdings over 8 institutions
4 hits with avg 12 holdings over 8 institutions

Opinion: Multiple record “problem” doesn’t look so bad with these numbers
Option?: Load Stubby “SFX” bib as another instance of the title and let it be included in the match & merge of Union ViewM

Choice: est. Global Journals filter as Union View base
This will merge non-remote bibs as well as those with some remote element; it will also mean that Global and other filters continue to be unmerged
Or, could we make the match/merge conditional on presence of an SFX tag inserted into bibs by SFX loader, resulting in virtual merge of only those bibs we have associated with a SFX KB instance and have Union View of all filters?

Appendix B. Virtual bib (Mary and Wilma)

Virtual bib

Search screen:
Title beginning with: American journal of sociology
Will pull up one virtual record containing the following:

245 ab (not h) 246 (if applicable) Format:

journal print *(this information comes from various fields – see below)
journal electronic
journal microform

Locations
610 (if available)
650
022 ISSN(s)

Screen 1

Title The American journal of sociology
Format:

Journal print
Journal electronic
Journal microform

All locations Availability

Location Towson University Holdings Availability
Location Bowie State University Holdings Availability
Location Coppin State University Holdings Availability

Subjects Social Sciences – Periodicals
Subjects Sociology – Periodicals

ISSN 0002-9602

If you clicked on All locations: Availability, you will see:

Screen 2

Towson University Periodicals

v. 107(2001/02)-
World Wide Web ONLINE Online Availability

Bowie State University General Stacks

v.57 (1951)-
MICROFILM: v.104-108 (July 1998-May 2003)

Coppin State University Periodicals

(Question: Can a link be added from this screen to go directly to availability for a specific institution, in addition to scrolling down to see this information?)

*To show format, you must look at several different fields to get this information. For example:

007 00=c (computer file)
007 00=h (microform)
008 21 = p (periodical)
008 23 = s (electronic)

These fields will be used in a “perfect” record; many records won’t have used these fields. For example, many locations use the print record to record microform holdings; only the holdings will show that the location has microform; it won’t be in the tags. Multiple fields will have to be examined to pull this information – there’s no consistency, even within the same location.

Givens:

If any institution has a print bib, it will be the basis for the virtual record.

Only use LC and MeSH subject headings that appear on the print record. MeSH subject headings that only appear on an electronic bib should also be used.

Questions:

If you’re drawing holdings information from multiple bibs, and a library has holdings on both the electronic bib and a url on the print bib, how do you prevent pulling duplicate holdings?

URL question. Currently, most are in the bib; TU has the url in the bib and also in Availability at the item level. With the link at the item, there’s no maintenance (the link is to SFX). My understanding is the url will be stripped?

What about earlier titles? Will this be essentially latest entry cataloging, with earlier titles’ holdings included, or will holdings only reflect the latest title?

Mary Gilbert
Wilma Bass
5/16/05

USMAI | ITD | Metalib/sfx | Aleph