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Preparing for the Next Generation of Resource Discovery Tools using eXtensible Catalog Software

Preparing for the Next Generation of Resource Discovery Tools using eXtensible Catalog Software. Jennifer Bowen, University of Rochester Canadian Library Association, Program C15 June 3, 2010, Edmonton, Alberta. Agenda. What is the eXtensible Catalog (XC )?

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Preparing for the Next Generation of Resource Discovery Tools using eXtensible Catalog Software

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  1. Preparing for the Next Generation of Resource Discovery Tools using eXtensible Catalog Software Jennifer Bowen, University of Rochester Canadian Library Association, Program C15 June 3, 2010, Edmonton, Alberta

  2. Agenda What is the eXtensibleCatalog (XC)? Why should you care about XC? Overview of XC Software How XC contributes to improved metadata Status of XC Development

  3. XC Software Overview eXtensible Catalog is open source, user-centered, next generation software for libraries. Four XC software components: used together, provide an end-to-end discovery system to connect library users with resources Or can be used independently or in combinations to address a particular need.

  4. XC Project Partners, Supporters University of Rochester The Andrew W. Mellon Foundation Consortium of Academic and Research Libraries in Illinois (CARLI) University of Notre Dame Rochester Institute of Technology Kyushu University working with NTT-Data University of North Carolina at Charlotte Serials Solutions University at Buffalo Cornell University Yale University Ohio State University Nylink

  5. XC - Worldwide

  6. Library discovery systems outdated Libraries look to replace discovery system New discovery systems don’t really meet libraries and users needs Library users turn to Google instead Libraries look for other technological solutions Libraries in danger of being marginalized Metadata only works in library systems

  7. Library discovery systems outdated Libraries look to replace discovery system New discovery systems don’t really meet libraries and users needs Library users turn to Google instead Libraries look for other technological solutions Libraries in danger of being marginalized Metadata only works in library systems

  8. Breaking Through the Clouds Legacy MARC metadata is holding us back Making major changes to library metadata and systems is expensive Metadata experts disagree about how to/whether to make changes

  9. Regarding Metadata… How do we even get started?

  10. XC Software: A Place to Start Choices for libraries concerning technology Opportunities to make the best possible use of library metadata An architecture for moving and managing metadata A low-risk way to try new things while also maintaining the status quo

  11. XC Software Overview User Interface Faceted, FRBRized, customizable search interface Web application framework for libraries Metadata Tools Automated processing of large batches of metadata Connectivity Tools Between XC and an ILS Harvest and synchronize metadata with OAI-PMH Circulation and authentication with NCIP

  12. XC Software Components User Interface for searching and browsing Library Website (on Drupal) XC Drupal Toolkit XC Circ. Status/Req. Authentication Tools for automated processing of large batches of metadata XC Metadata Services Toolkit MARCXML DC XC NCIPToolkit Tools for connectivity between XC and an ILS XC OAI Toolkit Integrated Library System Repository

  13. Metadata Services Toolkit User Interface for searching and browsing Library Website (on Drupal) Library Website (on Drupal) XC Drupal Toolkit XC Drupal Toolkit XC Circ. Status/Req. Authentication Circ. Status/Req. Authentication Tools for automated processing of large batches of metadata XC Metadata Services Toolkit MARCXML DC XC NCIP Toolkit XC NCIPToolkit Tools for connectivity between XC and an ILS XC OAI Toolkit XC OAI Toolkit Integrated Library System Integrated Library System Repository Repository

  14. Metadata Services Toolkit • Features: • New type of staff client for processing large batches of metadata through a set of services. • Harvest from multiple repositories to address format and quality issues. • Automatic synchronization propagates changes through services and on to discovery interface. Library Website (on Drupal) Library Website (on Drupal) XC Drupal Toolkit XC Drupal Toolkit XC Circ. Status/Req. Authentication Circ. Status/Req. Authentication XC Metadata Services Toolkit MARCXML DC XC NCIPToolkit XC NCIP Toolkit XC OAI Toolkit XC OAI Toolkit Integrated Library System Integrated Library System Repository Repository

  15. Metadata Services Toolkit Services clean up/normalize inconsistent metadata Aggregate metadata from multiple repositories Converts MARC/Dublin Core metadata into XC Schema metadata for use in XC User Interface MST is not a metadata editor (but can eventually incorporate one)

  16. Metadata Services Toolkit Tasks • Add Repositories • Schedule Harvests • Add Metadata Services • Add Processing Rules • Browse Records • View Logs • Set up Users/Groups Get metadata Tell MST what to do with metadata Verify results/ Troubleshooting Admin functions

  17. XC Metadata Services Normalization – clean up MARCXML Dublin Core Transformation – one schema to another Aggregation – combine multiple repositories Authority Control (planned) – validation

  18. XC Metadata Opportunities MST = Infrastructure for “FRBRization” RDA in a non-MARC Environment XC Schema combines elements from various other schemas, including RDA Semantic Web/Linked Data URIs for all elements in XC Schema

  19. MARC to XC Schema Transformation XC Work MARC Bibliographic XC Expression XC Manifestation MARC Holdings XC Holdings • Includes some RDA data elements • All data elements have URIs

  20. Metadata Opportunities What if we’ve gotten this ALL WRONG?

  21. XC Enables Experimentation Harvests a copy of metadata from an ILS or repository Very low risk of data corruption XC propagates changes throughout the system Web interfaces for trouble-shooting “Sandbox” for experimentation

  22. XC Software Components User Interface for searching and browsing Library Website (on Drupal) XC Drupal Toolkit XC Circ. Status/Req. Authentication Tools for automated processing of large batches of metadata XC Metadata Services Toolkit MARCXML DC XC NCIPToolkit Tools for connectivity between XC and an ILS XC OAI Toolkit Integrated Library System Repository

  23. Drupal Toolkit (User Interface) User Interface for searching and browsing Library Website (on Drupal) XC Drupal Toolkit XC XC Circ. Status/Req. Authentication Circ. Status/Req. Authentication Tools for automated processing of large batches of metadata XC Metadata Services Toolkit XC Metadata Services Toolkit MARCXML MARCXML DC DC XC NCIPToolkit XC NCIPToolkit Tools for connectivity between XC and an ILS XC OAI Toolkit XC OAI Toolkit Integrated Library System Repository Repository Integrated Library System

  24. Drupal Toolkit (User Interface) Features Library Website (on Drupal) XC Drupal Toolkit • Built on top of Drupal • Single search interface across: • Library catalog • Digital repository • Website resources • Faceted browsing of results • FRBRized metadata • Integration with ILS circulation system XC XC Circ. Status/Req. Authentication Circ. Status/Req. Authentication XC Metadata Services Toolkit XC Metadata Services Toolkit MARCXML MARCXML DC DC XC NCIPToolkit XC NCIPToolkit XC OAI Toolkit XC OAI Toolkit Integrated Library System Repository Repository Integrated Library System

  25. XC User Interface Features Extensive Customization of Themes Facet definitions Displays Indexes Takes advantage of XC Schema, metadata granularity, FRBRized metadata structure

  26. Kyushu University Library – Drupal UI

  27. Kyushu - Search resultsin Japanese Translated : Faceted navigation Query : America Japan Reasons why these items are shown

  28. Faceted browsing of search results

  29. Customizable Facet Definitions

  30. Edit Authors/Contributors Facet

  31. Edit Format Facets

  32. Customizable Result Lists

  33. Customizable Full Record Display

  34. Custom “Browse” pages Configured using menus, no programming Customize a page for particular users, collections Pre-set a “limit” based upon metadata values, e.g. DVDs and Videos Electronic Journals/Databases Juvenile Materials Search a specific location

  35. Find DVDs and Videos

  36. Find DVDs and Videos – Genre Browse

  37. XC’s Contribution More Control over Metadata More Options for Customizing the User Interface

  38. Status of XC Development XC software available for free download via www.extensiblecatalog.org Ongoing XC development includes: testing with a range of data performance work code refinement documentation

  39. eXtensible Catalog Organization, LLC New funding/governance structure Maintains and improve XC software Provides guidance and direction for XC Fosters a community of XC users/developers Become an XCO sponsor!

  40. www.eXtensiblecatalog.org Jennifer Bowen jbowen@library.rochester.edu

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