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The eXtensible Catalog Preparing Library Metadata for New Environments and Standards

The eXtensible Catalog Preparing Library Metadata for New Environments and Standards . Jennifer Bowen, University of Rochester CLA Preconference, Shaping Tomorrow’s Metadata with RDA June 2, 2010 , Edmonton, Alberta. Agenda. About the eXtensible Catalog (XC)

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The eXtensible Catalog Preparing Library Metadata for New Environments and Standards

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  1. The eXtensibleCatalog Preparing Library Metadata for New Environments and Standards Jennifer Bowen, University of Rochester CLA Preconference, Shaping Tomorrow’s Metadata with RDA June 2, 2010, Edmonton, Alberta

  2. Agenda • About the eXtensible Catalog (XC) • Library metadata issues that XC can address • Overview of XC Software • XC Metadata Services Toolkit (MST) and Services • XC’s User Interface • Status of XC Development

  3. What does XC have to do with RDA?

  4. What is XC? 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 components can be used independently to address a particular need.

  5. 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

  6. XC - Worldwide

  7. XCO Meeting Participants OCLC Library of Congress OhioLINK VUFind (Villanova) LYRASIS OLE (Penn, Duke, NC State) Rice University RDA development (IMT)

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

  9. Pressing Metadata Questions • Do we need a replacement for the MARC formats? Who will design it? Maintain it? Implement it? • How do we migrate legacy metadata into a new format/schema? • What will be the impact of RDA? • How can we make library metadata function independently on the web, outside of library systems?

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

  11. XC Software: A Place to Start • Opportunities to make the best possible re-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

  12. Metadata goals for XC • Enable harvesting and aggregating metadata from multiple repositories • Define a FRBR-based metadata schema to support XC’s user-interface functionality • Design a new type of staff client for processing large batches of metadata through an orchestrated set of services

  13. XC Metadata Opportunities “FRBRization” RDA in a non-MARC Environment Linked Data (Semantic Web)

  14. XC Software Overview User Interface Faceted, FRBRized, customizable search interface Built on a web application framework (Drupal) 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

  15. 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

  16. 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

  17. 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)

  18. XC Metadata Services • Normalization • Transformation • Aggregation • Authority Control

  19. Normalization Service • Metadata stays in same schema • Corrects frequent errors • Prepares metadata for use in other applications • Now available: MARCXML Normalization • In development: Dublin Core Normalization • Services for any XML data possible!

  20. Transformation Service • Automates the transformation of metadata from one schema to another • Any XSLT schema crosswalk can be incorporated into the Transformation Service • Creates XC Schema records for use within a complete XC System • Now available: MARCXML to XC Schema • In development: DC to XC Schema

  21. Creating XC Schema Records • Transformation Service parses flat MARC records into linked FRBR-based records (work, expression, etc.) • One input record results in several output records • Maintains relationships between input records

  22. MARC to XC Schema Transformation XC Work MARC Bibliographic XC Expression XC Manifestation MARC Holdings XC Holdings

  23. “Uplinks” maintain relationships XC Work MARC Bibliographic “Work Expressed” XC Expression “Expression Manifested” 004 “uplink” XC Manifestation MARC Holdings “Manifestation Held” XC Holdings

  24. More About the XC Schema • Flexible, extensible • Optimized to enable XC functionality • Not intended for general use • Can be as complex as it needs to be • Will give us experience manipulating separate records that represent individual FRBR levels

  25. What’s in the XC Schema? • Dublin Core terms • RDA elements • RDA roles • MARC vocabularies • XC elements • Newly-defined

  26. Metadata “shopping” • Dublin Core terms • RDA elements • RDA roles • MARC vocabularies • XC elements • Newly-defined

  27. XC Schema Elements: RDA • 22 RDA elements • 11 RDA role designators • Retain granularity in current MARC data: • Frequency • Numbering of Serials • Coordinates of Cartographic Content • Plate number (music)

  28. Aggregation Service • Aggregates records that represent the same resource (manifestation-level identifiers) • Manages relationships between records (FRBR entities, etc.) • Enables automated synchronization of updates for records at each FRBR level • Sets stage for future “non-MARC” RDA implementation

  29. Authority Control Service • MARCXML, Dublin Core • Match headings against MARCXML authority resource file • Populate records with authority control identifier • Tool for debugging probable, unlikely matches • Prototype developed by RIT students • Development planned for 2010

  30. Metadata Services Toolkit Functionality 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

  31. 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

  32. MST – Add Repositories To tell the MST about a repository, give it a name of your choice and enter the URL. The MST will automatically do a “handshake” with it and provide“Success” or “Error” messages for each step . When successful, the MST reports on available formats and sets in the remote database.

  33. MST – Schedule Harvests • Functions: • Add Repositories • Schedule Harvests • Add Metadata Services • Add Processing Rules • Browse Records • View Logs • Set up Users/Groups

  34. MST – Add Metadata Services • Functions: • Add Repositories • Schedule Harvests • Add Metadata Services • Add Processing Rules • Browse Records • View Logs • Set up Users/Groups

  35. MST - Add Processing Rules • Functions: • Add Repositories • Schedule Harvests • Add Metadata Services • Add Processing Rules • Browse Records • View Logs • Set up Users/Groups

  36. MST - Add Processing Rules

  37. MST - Browse Records • “Browse Records” includes full-text search and faceted browse Examples of Facets: • Repository • Service • Schema • Errors

  38. MST - Browse Records • Library staff use “Browse Records” to verify that services are functioning properly and to debug any issues. The MST preserves the original record and new records produced by each metadata service. Navigation links take you to predecessor and successor records.

  39. MST - Browse Records Navigation to full record display

  40. MST – Full Record Display Full Record Display: MARC Holding Record Administrative metadata managed by the MST • XML viewer (supports any XML schema) Predecessor and Successor links

  41. 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

  42. 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

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

  44. Kyushu University Library – Drupal UI

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

  46. Faceted browsing of search results

  47. Customizable Facet Definitions

  48. Edit Authors/Contributors Facet

  49. Edit Format Facets

  50. Customizable Result Lists

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