Implementing a Serial Work in an Electronic Resources Management System

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Implementing a Serial Work in an Electronic
Resources Management System

• NASIG 2004
• Kristin Antelman

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Innovation in context

• E-Matrix as a testbed

Use both FRBR and a user-centered approach to
inform design Develop in a system not bound by
MARC or ILS functionality
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Moving to second generation electronic resource
management systems

• manage data not supported by the ILS
• generate e-journal and database web lists
• data models, simple tools (e.g., MS Access)
• data often maintained in two places

• more ambitious resource management objectives
• more sophisticated public displays
• complex data models, advanced database
  tools (e.g., Oracle)
• single authoritative data stores

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E Matrix objectives
Acquisitions
manage electronic and print subscriptions,
bundles
CollectionManagement
support licensing, product evaluation manage
and use faculty-provided data
Discovery anddisplay
enhance access points improve user displays
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E Matrix development

• Principles for sustainability and data quality
• migrate legacy applications into E-Matrix
• define a single authoritative data store for
  each data element
• query existing data stores in real time
  wherever possible

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titles, licensing, pricing, bundles, access,
holdings, usage stats, etc.
E-Matrix
relationships, local subject terms,
keywords,descriptions, etc.
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FRBR and serials
As a rule of thumb, consider two items to be the
same work if they would be considered
interchangeable by most users, or if a user
seeking one would actually find the other
preferable.
Yee

• Serials are (apparently) an aggregate work
  in FRBR the entity work may represent an
  intellectually or artistically discrete
  component of a larger work, such as a
  chapter of a report, a segment of a map,
  an article in a journal, etc. FRBR Sec. 3.3
• What the experts say
• FRBRization experiments

At a conceptual level, the entity defined as a
work in FRBR is clearly applicable to works
issued serially. In the FRBR model, the serial
work would be viewed as an aggregate work.
Delsey
Although FRBR does not explicitly make the
statement, it seems that continuing resources are
regarded in the model as works.
Le Boeuf
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Three perspectives on the work
Average reader
work single author title
work ideational semantic content, i.e., a
specific linguistic text
Textual scholar
Librarian
work ideational and a specific text
Wilson, Two Kinds of Power , 1968
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Combining FRBR principles withthe user
perspective challenges two assumptions
Does every title change always indicate a
substantial transformation of a continuing
resource into another continuing resource? Does
a title change affect the Manifestation level or
the Work level of a continuing resource?
Le
Boeuf
The various related works that make up the
history of a given serial can only be assembled
by a user who happens to be in a library that
holds issues entered under each title the serial
has held Is this really the right way to
conceive of a serial work?
Yee

• 1. All journal versions are manifestations of
  the same expression of the work.
• 2. A title change creates a new work.

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Creating displays that reflect key relationships
both equivalence and derivative relationships
(776,787)versions and title changes
Horizontal
sequential relationships (780,785)title
changes, related works
Chronological
whole/part and other relationshipsrelated works
Vertical
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A modified FRBR model for serial description in
E-Matrix the version problem

• Libraries manage journal manifexpressions

American Scientistwork
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A modified FRBR model for serial description in
E-Matrix the version problem

• User displays should draw on all three
  levels work, expression and manifestation

American Scientistwork
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The title change new work problem

• Delsey In AACR the FRBR concept of work is
  reflected in the citation for the work.
  Since the majority of serials are entered under
  title, the citation for the serial work is in
  most cases the title.

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The need for a work identifier
title
versions of the same work can have different
titles
uniform title
serves to differentiate instead of collocate
ISSN
multiple for same title tied to title
publisher-defined work, usually FRBR expression
ISTC
DOI
ditto
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Resource
Subjects / Descriptions
Related Titles
FINDRESOURCES BIBLIOGRAPHIC DETAILS ACQUISITION
S DETAILS LICENSING ACCESS INFO EVALUATIVE ELEM
ENTS ADMINISTRATION INFO CEP PROCESSING REPORTS
work ID
resource type
156
select
Title
Add
Vendor
Provider
Publisher
Add
ISSN
e-ISSN
OCLC
Location library call number
Print holdings link to OPAC OR summary
holdings E-holdings summary holdings
for this manifestation Embargo period
days
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Resource
Subjects / Descriptions
Related Titles
FINDRESOURCES BIBLIOGRAPHIC DETAILS ACQUISITION
S DETAILS LICENSING ACCESS INFO EVALUATIVE ELEM
ENTS ADMINISTRATION INFO CEP PROCESSING REPORTS
work ID
156
Title
Vendor
ISSN
Holdings
e-ISSN
work ID related titlesclickable
Related titles from MARC linking fields for
serials
Title
ISSN
Holdings
Relationship
journal of x
e.g., succeeding, preceding
associate
archives of x
associate
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How user displays are generated
model staff view WorkID Title format
vendor ISSN eISSN holdings 25 Journal of
Aging Studies p Elsevier 1234-5789 .
25 Journal of Aging Studies e Elsevier
25 Journal of Aging Studies e Ebsco
25 Journal of Aging Studies e Gale

• 1. User searches are run against title index (as
  well as other indexes)
• 2. All manifestations of the work are retrieved
  using the work ID staff view
• 3. What should display look like? public view
• ? need user interface testing

model public view Title format holdings
location Journal of Aging Studies
(1995-present) full text
electronic 1995- URL for Sciencedirect pri
nt 1997-2002 HQ1060 .J25 selected
articles electronic 1997- URL for Wilson
db electronic 1995-2001 URL for Ebsco db
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Lessons learned so far

• Open up conversations about managing
  bibliographic items in the electronic
  environment
• E-Matrix serves as a fertile testbed for
  experimentation and innovation