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The eXtensible Catalog’s Drupal Toolkit: a Discovery Interface to Address Users’ Needs

The eXtensible Catalog’s Drupal Toolkit: a Discovery Interface to Address Users’ Needs. Jennifer Bowen University of Rochester, Rochester, NY. ALA LITA Drupal Interest Group, June 25, 2011 New Orleans, LA. Problem:.

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The eXtensible Catalog’s Drupal Toolkit: a Discovery Interface to Address Users’ Needs

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  1. The eXtensible Catalog’s Drupal Toolkit: a Discovery Interface to Address Users’ Needs Jennifer Bowen University of Rochester, Rochester, NY ALA LITA Drupal Interest Group, June 25, 2011 New Orleans, LA

  2. Problem: • User research is of limited value if a library doesn’t have control over its discovery environment • Our solution: • Develop our own software (eXtensible Catalog) • Offer a modular architecture (4 “toolkits”) • Make it as configurable as possible • Give it away (open source)

  3. How XC Uses Drupal

  4. 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

  5. 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

  6. Drupal Toolkit (User Interface) Features Library Website (on Drupal) XC Drupal Toolkit • Single search interface across: • Library catalog • Digital repository • Website resources • Faceted browsing of results • FRBRized metadata • Integration with ILS circulation system • Extensive customization 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

  7. XC User Interface Customization Themes Indexes Facet definitions Result Lists Record Displays Browse interfaces for specific users/purposes

  8. XC Drupal Toolkit • Built on Drupal 6 – upgrade to Drupal 7 is planned • 20+ new XC Drupal modules • Software available now on www.drupal.org • Demo site available soon! • Implements a FRBR-based data structure in Drupal • Each FRBR-based metadata record is treated as a Drupal node

  9. XC Drupal Toolkit modules • OAI-PMH harvester module to harvest metadata from the XC Metadata Services Toolkit • Separate modules support each metadata schema: XC Schema and Dublin Core included; others possible • Storage modules manage both SOLR and mySQL for storing library metadata • XC Drupal/SOLR module supports configuration of searching and faceting

  10. More XC Drupal Toolkit modules • NCIP - live circ status, circ requests • Link resolution • Ezproxy • Syndetic Solutions - thumbnails, etc.

  11. User Research for the eXtensible Catalog

  12. XC User Research Partners Cornell University Ohio State University University of Rochester Yale University

  13. XC User Research Approach • What articles, books and other resources had researchers used most recently? • How did they know the items existed? • How did they obtain them? • How did they use them? • How do they keep current in their fields?

  14. A Few User Research Findings

  15. User Research Findings • Users want to choose between versions of a resource, see relationships between resources • XC approach: • Underlying XC metadata is based on FRBR model: works, expressions, manifestations… • Eventually: aggregate/group FRBR entities in the User Interface

  16. User Research Findings • Users have preferred material and format types, depending upon their projects • Show online materials only • Exclude microforms • Users want to know why items appear on a search result list • Show keywords in context

  17. XC User Interface Demo Translating User Research Findings into XC Functionality

  18. Next Steps for XC Software • All XC toolkits available for download: www.extensiblecatalog.org • Enabling record aggregation/FRBR groupings with grant from The Mellon Foundation via CARLI (Consortium of Academic and Research Libraries in Illinois) • Robust, end-to-end discovery system: coming soon!

  19. www.eXtensibleCatalog.orgjbowen@library.rochester.edu Thanks to Nancy Fried Foster and David Lindahl for the use of selected slides.

  20. “View XC Schema”

  21. Next Steps for XC Software • All XC toolkits available for download: www.extensiblecatalog.org • Enabling record aggregation/FRBR groupings with grant from The Mellon Foundation via CARLI (Consortium of Academic and Research Libraries in Illinois) • Robust, end-to-end discovery system: coming soon!

  22. www.eXtensibleCatalog.orgjbowen@library.rochester.edu Thanks to Nancy Fried Foster and David Lindahl for the use of selected slides.

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