Mimas Service Manager The University of Manchester. UKSG InSERT Webinar July 2010

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1 Getting (slightly) technical an introduction to linking Ross MacIntyre Mimas Service Manager The University of Manchester

2 A mixed bag of jargon The basics of the web Linking DIY DOI & CrossRef OpenURL Authentication ti ti & Authorisation ti Usage statistics (if time!)

3 How does the Web (currently) work? Data Format HTML 3 simple protocols: Addressing URL Transport HTTP Data Formats HTML (HyperText Markup Language) provides the data format for native documents Addressing URLs (Uniform Resource Locator) provides an addressing mechanism for web resources Transport HTTP (HyperText Transfer Protocol) defines transfer of resources between client and server Brian Kelly, Web-Focus, UKOLN

4 How does the Web work? The Netsoft home page Welcome to Netsoft Web Browser clicks on link to the address =URL 2 Browser converts link to HTTP command (METHOD): Connect to computer at GET /hello.html 3 Remote computer sends file <HTML> <TITLE>Welcome</TITLE>.. <P>Welcome to <B>Netsoft </B> 4 Local computer displays HTML file Web server

5

6 URL-based Linking Mechanisms Static = explicit filename i i /i h Predictable = derived, e.g. ISSN Parameterised = script, p, e.g. / li /? toc3&issn= &volume=003&issue=09

7 Linking Mechanisms The Digital Object Identifier (DOI): A unique identifier assigned to a digital object. A way of accessing an object (e.g. a full text article) without having to know its URL - the DOI identifies the object itself, not the place where it is stored. Persistent - as long as the object exists, so does the DOI.

8 DOI: Dumb Old Identifier Dumb number - doesn t relate to the object, couldn t be guessed - like a phone number /A3X-56BZ9 Prefix - given to the rights owner e.g. the publisher <DIR>.<REG>/<DSS> <REG>/<DSS> e.g /jbc.M /bmj AE36/bmj Suffix - any unique alphanumeric string

9 CrossRef/DOI resolution References DOI DOI DOI link Metadata URL to Publisher

10 OpenURL (ANSI/NISO Z39.88) Pat Harris, Executive Director of NISO: "One message we hear is that the new business model will be enabled by information technology with standards at the core. This is where NISO fits in. over five hundred years ago Guttenberg fundamentally changed communication and learning. Today NISO's challenge is to create those standards that will enable the modern day Gothenburg Moment. Could it be the OpenURL?"

11 OpenURL format ::= Base URL? Query Base-URL = web address of the link resolver i.e. the address to which the OpenURL is being sent &date=998&aulast=smith&aufirst=paul Query = the metadata that the link resolver uses to identify and link to appropriate targets Aka Context Object

12 The Context_Object contains Version control, character encodings, Administrative timestamp, etc. Item being referenced. E.G. bibliographic reference in full text article. Referent making the request Requester Referrer ReferringEntity Resolver ServiceType Oliver Pesch EBSCO Service creating the link. E.G. where the user found the reference. The item which contains the reference. E.G. the article in which the bibliographic reference was found. The target of the link. E.G. the link server of the user s institution The desired services from the Resolver. E.G. Full text, ILL, Abstract, etc.

13 OpenURL v.0 &url_ver = Z &url_ctx_fmt = info:ofi/fmt:kev:mtx:ctx &rft_val_fmt = info:ofi/fmt:kev:mtx:journal &rft.atitle = Reference+intervals+for+serum+creatine+kinase+in+athletes &rft.auinit = V &rft.aulast = Mougios &rft.date = 2007 &rft.epage = 678 &rft.genre = article &rft.issn = &f &rft.issue = 0 &rft.spage = 674 &rft.stitle = BRIT+J+SPORT+MED &rft.title = BRITISH+JOURNAL+OF+SPORTS+MEDICINE &rft.volume = 4 &rft_id = info:doi/0.36%2fbjsm &rfr_id = info:sid/

14 OpenURL in action

15

16 Getting technical All sorted then? Pig courtesy of Tom Bishop, Royal College of Surgeons

17

18

19

20 Authentication & Authorisation ) Athens Only

21 Athens Login

22 Athens Login. wants a given resource

23 Athens Login 2. is prompted to login 2

24 Athens Login presses login button 2

25 Athens Login 3. Athens is contacted 3 2 Athens

26 Athens Login 4. is prompted for Athens credentials Athens

27 Athens Login enters Athens credentials Athens

28 Athens Login 5. Credentials sent to Athens Athens

29 Athens Login 6. Authorisation decision sent to Service Provider Athens

30 Athens Login 7. is given access to the resource Athens

31 Athens Login 7. is given access to the resource Athens

32 Authentication & Authorisation 2) Shibboleth Only

33 Shibboleth Login

34 Shibboleth Login. wants a given resource

35 Shibboleth Login 2. is prompted to login 2

36 Shibboleth Login presses login button 2

37 Shibboleth Login WAYF 3. Where Are You From? service is contacted 2 3

38 Shibboleth Login WAYF 4. is prompted for their home institution 2 4 3

39 Shibboleth Login WAYF selects their home institution from drop- down list 4 3 2

40 Shibboleth Login WAYF 5. Selected institution is returned to WAYF

41 Shibboleth Login WAYF 6. Home institution is contacted Home Institution

42 Shibboleth Login WAYF 7. is prompted for home credentials Home Institution

43 Shibboleth Login WAYF enters credentials at home institution Home Institution

44 Shibboleth Login WAYF 8. Credentials sent to home institution Home Institution

45 Shibboleth Login WAYF 9. Shibboleth h handle sent to Service Provider Home Institution

46 Shibboleth Login WAYF 9. Shibboleth h handle sent to Service Provider Home Institution

47 Shibboleth Login WAYF 0. Attributes are requested from home institution Home Institution

48 Shibboleth Login WAYF. Attributes are returned to the Service Provider Home Institution

49 Shibboleth Login WAYF An authorisation decision is made based on attributes received Home Institution

50 Shibboleth Login WAYF 2. is given access to the resource Home Institution

51 Shibboleth Login WAYF 2. is given access to the resource Home Institution

52 Authentication & Authorisation 3) Athens and Shibboleth

53 General Login

54 General Login. wants a given resource

55 General Login 2. is prompted to login 2

56 General Login presses appropriate login button 2

57 Beware the WAYF my dear

58 Consistent, t Credible & Compatible Usage Statistics Code of Practice for: Data elements to be measured Definitions of these data elements Output report formats/delivery/frequency/granularity Methods for measurement and use AAP, ALPSP, ARL, ASA, EDItEUR, JISC, NCLIS, NISO, PA, STM, UKSG

59 > 225 member organisations i JR = Number of Successful lfull-text tarticle Requests by Month and Journal JRa = Number of Successful Full-Text Article Requests by Month and Journal for a Journal Archive JR2 = Turnaways by Month and Journal Release 3 from September 2009 JR3 = Number of Successful Item Requests and Turnaways by Month, Journal 00 and vendors/products Page Type compliant (in part) JR4 = Total Searches Run by Month and Service JR5 = Auditing Number of standards Successful Full-Text & procedures Article Requests by Year and Journal Code of Practice Journals & Databases XML DTD for Usage Reports DB Code = Total of Searches Practice and SessionseBooks by Month and & Database ereference DB2 = Turnaways by Month and Database DB3 = Total Searches and Sessions by Month and Service Published March vendors/products compliant (in part)

60 Thanks! web: ac

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