freedom by design

Company Presentation to

ICOLCOctober 5, 2001

Matt GoldnerExecutive Vice

PresidentFretwell-Downing,

Inc.

freedom by design

Agenda

Company overview and customers

Portal problem and solutions FD Products for solution Distribution, licensing and pricing

freedom by design

Company Overview US company of Fretwell-Downing Group Incorporated June 2000 with 7

employees Currently have 20 employees With Fretwell-Downing Informatics,

have 90 employees globally Offices in Kansas City, Atlanta, Sheffield

and Melbourne

freedom by design

Recent customers include:

Southeastern New York Library Resource Council Ohio Public Library Network State Library of Colorado Western New York Library Resource Council Information Network for Ontario Ontario Council of University Libraries State Library of Wisconsin Access PA Others in final negotiation

freedom by design

Our development philosophy: Sustainable architecture

Standards based Integrate new technologies to existing

systems Ease of accessibility

One entry point and interface Consistent results and delivery presentation

Add value to existing resources, whether locally held, commercially supplied or in public domain

freedom by design

Librarians … at a critical juncture Challenge to prove libraries still

offer best access to information by: Properly categorizing information Placing information in correct context

for user Delivering it at internet speeds

Requires accurate and dependable delivery

Librarians and Vendors cooperating

freedom by design

Problem librarians face Multiplying datasets to manage

and present Multiple user interfaces for

search and retrieval Increasingly complex user

authentication/authorization Incorporation of old and new

media and delivery systems

freedom by design

Change in view point To date entry points have been

data based, e.g., focused on the set of data to be retrieved

The new entry point needs to be task based, e.g., focused on the full range of information the user needs for the task at hand

freedom by design

Researcher perspective

StructuredMeta-data

Information Portal

LibraryCatalogues

SearchTranslation

Z39.50

SearchEngine

Full textDatabases

IntranetSearchEngines

InternetSearchEngines

Z39.50

Other Z39.50

Resourceshttp

Non-Z39.50 Resources

httphttp

SearchTranslation

SearchTranslation

DirectoryServices

ldap

SearchTranslation

SingleUser Interface

freedom by design

Completing the linksSciFinder CAS PORTAL OVID …

InternalLibraries

Full TextDbs

DocSuppliers ILL …

Locate and Request Service

Open URL

Open URL/Proprietary

Example of multiple search clients being resolved to multiple content services

Other Search ClientsInformation

Portal Other Search Clients

freedom by design

Community Information

SearchTranslation

freedom by design

FD Product SolutionsZ39.50 Web portalZ39.50 to HTTP gatewayMeta-data indexing/Z39.50

servere-Document Rights ManagementVirtual Document eXchangeOpenURL/Proprietary URL

Citation to Document Linking Open Linking

freedom by design

Z39.50 Web client Configurable user interface Scalable

Distributed Authentication Services

Local user database Remote via SIP, (NCIP), LDAP,

Kerberos, or any local scheme

freedom by design

Is a Z39.50 Server Converts Z39.50 search requests to

correct urls for web search engines As HTTP client, sends search to website Converts response to Z39.50 present

response

freedom by design

Indexes any structured meta-data or full text

Documents stay in native format Z39.50 server/search engine Dynamically converts documents

to a client specified record syntax

freedom by design

Authorizes user access to documents

URL proxy server protects true document location

Tracks usage for copyright and statistics

Includes meta-data authoring and indexing tool

freedom by design

ISO ILL/IPIG Profile compliant request tracking and management

Fully interoperable with OCLC, RLIN, BLDSC, (DocLine), and other ILL systems

Directory service for potential lenders e-Document delivery using GEDI Seamless integration with ZPORTAL

freedom by design

Open Linking Accepts citations from ZPORTAL, VDX,

or third party applications through OpenURL

Authenticates user access to documents

Transparently links to articles and e-objects in full text databases

Tracks usage for copyright and statistics

freedom by design

Researcher’s point of view

Researcher

LibraryCatalog

InternetSearchEngines

IntranetSearchEngines

Full TextDatabase

DirectoryServices XML

Meta-data

Z39.50

http local or web

ldap

freedom by design

Completing the linksSciFinder CAS OVID …

InternalLibraries

Full TextDbs

DocSuppliers …

Open Linking

Open URL

Open URL/Proprietary

Example of multiple search clients being resolved to multiple content services

Other Search ClientsInformation

Portal Other Search Clients

freedom by design

Result for customers Keep current investment in place Plug and Play tools allow

configurations appropriate for local needs

Easily and seamlessly expose information to your users

freedom by design

Distribution of software and licenses Managed Services Model

Three year minimum contract Internet access and all software

management May move software to local server at

end of contract Purchase

Mounted on local server Determines level of Professional

Service based on local skills available

freedom by design

Enhancements and Upgrades North American User Group has

formed Share procedures Develop enhancement request process

Market place input Annual focus group RFP’s, etc.

Upgrades included in Annual Maintenace Contract

freedom by design

Pricing ZPORTAL on concurrent users

Student: 1/100 students Citizens: 1/2500 citizens No actual restriction controlling

number of users Sliding scale going down to

$25/user Includes Z2Web Software package

freedom by design

Add-ons Z2Web annual subscriptions/target Z’mbol: based on number of

records indexed eDRM: Per institution fee Open Linking: Per institution fee

plus annual subscriptions/target VDX: Concurrent user pricing

freedom by design

Demo sitesZPORTAL with VDX:

www.fdusa.com/demoLogin as gpublic/fdi

ZPORTAL: www.z-portal.com/EmpireCat

Simply register yourself