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Project Update

Project Update. David Lindahl University of Rochester Libraries. Overview. Andrew W. Mellon Foundation User Research Software Timeline Governance. Vision. Make a connection between metadata and end users Take a collaborative approach to the library web presence. Barriers to vision - #1.

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Project Update

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  1. Project Update David Lindahl University of Rochester Libraries

  2. Overview • Andrew W. Mellon Foundation • User Research • Software • Timeline • Governance

  3. Vision • Make a connection between metadata and end users • Take a collaborative approach to the library web presence

  4. Barriers to vision - #1 • MARC format is everywhere but does not support current metadata needs • XC solution: • Enable MARC to work with other formats • FRBRize MARC data • Offer a bridge from MARC to RDA

  5. Barriers to vision - #2 • Library metadata exists in different silos • Systems • Formats • Quality • XC solution: • Transform and aggregate metadata • Deliver facetable metadata into new and existing end user environments – where the users are.

  6. Barriers to vision - #3 • Usability testing is no use if you can’t change the software • XC solution • Offer a modular architecture for components, metadata services, and user interface features • Use established standards and protocols • Give it away

  7. Barriers to vision - #4 • Most libraries don’t have the resources to customize their website or write code • XC solution: • Integrate with an open source web CMS with: • Downloadable web 2.0 features • Modular features that can be shared • Make CMS functionality work with library metadata • Encourage libraries to share their code/features

  8. Drupal Modules

  9. Barriers to vision - #5 • Libraries systems vendors and projects like XC have a big hill to climb • XC solution • Focus on the areas that ILS vendors don’t (web interface for searching and for library site) • Reduce development costs and challenges by using established open-source components like SOLR, Drupal, and MARC4J.

  10. Project Team • Principal Investigators (4) • Project Manager • Developers (7) • Designer • Library Staff

  11. Partnerships User Research Partners: Cornell Ohio State Yale Rochester Technology Development Partners: Notre Dame SUNY Buffalo Georgia PINES Aleph Evergreen RIT Oregon State LibLime III Koha Rochester CARLI (Illinois) Casey Bisson Voyager Scriblio

  12. XC Network ILS Metadata Services Toolkit OAI-PMH Record Cleanup OAI Toolkit FRBRization Authority Control NCIP Toolkit Aggregation NCIP Repository OAI Toolkit OAI-PMH Repository (with OAI-PMH) Drupal Toolkit LMS Toolkit Java Toolkit Library Website Learning Management System Custom Web App.

  13. OAI Toolkit ILS OAI Toolkit ILS OAI Toolkit Converter MARC to MARCXML MARC Authority Records ILS RAW RAW OAI Toolkit Loader (synchronizes) MARC Bibliographic Records XML Database (XML records) MARC Holding Records ILS Record Export Script Item Records XML OAI-PMH Provider Converter ILS- to XC-Item MARCXML records available for harvest via OAI-PMH XC-item records available

  14. XC Network ILS Metadata Services Toolkit OAI-PMH Record Cleanup OAI Toolkit FRBRization Authority Control NCIP Toolkit Aggregation NCIP Repository OAI Toolkit OAI-PMH Repository (with OAI-PMH) Drupal Toolkit LMS Toolkit Java Toolkit Library Website Learning Management System Custom Web App.

  15. OAI-PMH Protocol OAI-PMH • Benefits • Interoperability Standard • Synchronization • Performance • Web-based protocol

  16. XC Network ILS Metadata Services Toolkit OAI-PMH Record Cleanup OAI Toolkit FRBRization Authority Control NCIP Toolkit Aggregation NCIP Repository OAI Toolkit OAI-PMH Repository (with OAI-PMH) Drupal Toolkit LMS Toolkit Java Toolkit Library Website Learning Management System Custom Web App.

  17. Metadata Services Toolkit Metadata Services Toolkit Metadata Services Toolkit Record Cleanup Record Cleanup FRBRization FRBRization Authority Control Authority Control Aggregation Aggregation OAI-PMH Providers User Interface Clients Metadata Services Toolkit ILS OAI-PMH Harvester OAI-PMH Provider Website Metadata Repository MARC Normalization DC Normalization IR Transformation LMS Authority Control Staff User Interface Aggregation

  18. Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Debug problems • Make improved metadata available

  19. Metadata Services ToolkitRepository Properties

  20. Metadata Services ToolkitAdd Schedule

  21. Metadata Services ToolkitProcessing Step 1

  22. Metadata Services Toolkit Processing Step 2 Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation

  23. XC Network ILS Metadata Services Toolkit OAI-PMH Record Cleanup OAI Toolkit FRBRization Authority Control NCIP Toolkit Aggregation NCIP Repository OAI Toolkit OAI-PMH Repository (with OAI-PMH) Drupal Toolkit LMS Toolkit Java Toolkit Library Website Learning Management System Custom Web App.

  24. User Interfaces - Drupal Library Website on Drupal SOLR Search Search Comment User Interface XC record Story CCK MST harvests user-generated metadata back from Drupal and aggregates it Theme XC Theme OAI-PMH Repository OAI-PMH harvest XC records from MST Webpage OAI-PMH Harvester NCIP communication w/ ILS (NCIP Toolkit) NCIP Drupal Toolkit Drupal Toolkit Library Website Library Website

  25. XC Network ILS Metadata Services Toolkit OAI-PMH Record Cleanup OAI Toolkit FRBRization Authority Control NCIP Toolkit Aggregation NCIP Repository OAI Toolkit OAI-PMH Repository (with OAI-PMH) Drupal Toolkit LMS Toolkit Java Toolkit Library Website Learning Management System Custom Web App.

  26. User Interfaces - Blackboard LMS Toolkit Blackboard OAI-PMH Repository BB plug-in exporter Course listings OAI-PMH Harvester Courses NCIP BB plugin display resources Resources Associations • Blackboard UI • Displays Enrolled courses • Adds selected resources • Adds faceted search • Staff UI • Add associations • Migrate associations SOLR LMS Toolkit LMS Toolkit Learning Management System Learning Management System

  27. XC Network ILS Metadata Services Toolkit OAI-PMH Record Cleanup OAI Toolkit FRBRization Authority Control NCIP Toolkit Aggregation NCIP Repository OAI Toolkit OAI-PMH Repository (with OAI-PMH) Drupal Toolkit LMS Toolkit Java Toolkit Library Website Learning Management System Custom Web App.

  28. NCIP Protocol NCIP • Benefits • Interoperability Standard • Authentication, circulation status and circulation requests.

  29. XC Network ILS Metadata Services Toolkit OAI-PMH Record Cleanup OAI Toolkit FRBRization Authority Control NCIP Toolkit Aggregation NCIP Repository OAI Toolkit OAI-PMH Repository (with OAI-PMH) Drupal Toolkit LMS Toolkit Java Toolkit Library Website Learning Management System Custom Web App.

  30. FAQ • How is XC different from similar projects: • Open source ILSs: Evergreen, Koha, … • Open source discovery tools: VUFind, Blacklight, … • If my library is using WorldCat Local, why should we be interested in XC? • How is XC able to search across multiple silos? • Does XC use metasearch technology?

  31. FAQ 2 • Can XC search licensed metadata from subscription databases? • I’ve been hearing about XC for over a year. Why is it taking so long? • I’m a developer. Since XC is open source, I want to start playing with it and contributing code. Why can’t I start doing that now? • When can I download the XC Software?

  32. Wrap up • Website: eXtensibleCatalog.org • Email: dlindahl@library.rochester.edu

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