preparing for the next generation of resource discovery tools using extensible catalog software

Jennifer Bowen, University of RochesterCanadian Library Association, Program C15 June 3, 2010, Edmonton, Alberta

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

1

Agenda

What is the eXtensible Catalog (XC)?Why should you care about XC?Overview of XC SoftwareHow XC contributes to improved metadataStatus of XC Development

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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.

XC Project Partners, SupportersUniversity of RochesterThe Andrew W. Mellon FoundationConsortium of Academic and Research Libraries in Illinois

(CARLI)University of Notre Dame Rochester Institute of TechnologyKyushu University working with NTT-DataUniversity of North Carolina at CharlotteSerials SolutionsUniversity at BuffaloCornell UniversityYale UniversityOhio State UniversityNylink

XC - Worldwide

Library discovery systems

outdatedNew discovery systems don’t really meet libraries and users needs

Metadata only works in library

systems

Library users turn to Google

insteadLibraries in

danger of being marginalized

Libraries look for other

technological solutions

Libraries look to replace discovery

system

Library discovery systems

outdatedNew discovery systems don’t really meet libraries and users needs

Metadata only works in library

systems

Library users turn to Google

insteadLibraries in

danger of being marginalized

Libraries look for other

technological solutions

Libraries look to replace discovery

system

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

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Regarding Metadata…

How do we even get started?

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

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XC Software Overview

User InterfaceFaceted, FRBRized, customizable search interfaceWeb application framework for libraries

Metadata ToolsAutomated processing of large batches of metadata

Connectivity ToolsBetween XC and an ILSHarvest and synchronize metadata with OAI-PMHCirculation and authentication with NCIP

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MARCXMLDC

XC Software ComponentsUser Interface for searching and browsing

Library Website (on Drupal)

Integrated Library System Repository

XC Drupal Toolkit

Tools for automated processing of large batches of metadata

XC Metadata Services Toolkit

Tools for connectivity between XC and an ILS

XC

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

13

User Interface for searching and browsing

Tools for automated processing of large batches of metadata

Tools for connectivity between XC and an ILS

MARCXMLDC

Library Website (on Drupal)

Integrated Library System Repository

XC Drupal Toolkit

XC Metadata Services Toolkit

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

Metadata Services Toolkit

XC

Library Website (on Drupal)

Integrated Library System Repository

XC Drupal Toolkit

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

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.

MARCXMLDC

Library Website (on Drupal)

Integrated Library System Repository

XC Drupal Toolkit

XC Metadata Services Toolkit

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

Library Website (on Drupal)

Integrated Library System Repository

XC Drupal Toolkit

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

XC

Metadata Services Toolkit

Services clean up/normalize inconsistent metadata

Aggregate metadata from multiple repositoriesConverts MARC/Dublin Core metadata into XC

Schema metadata for use in XC User InterfaceMST is not a metadata editor (but can eventually

incorporate one)

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Metadata Services Toolkit Tasks

–Add Repositories–Schedule Harvests–Add Metadata Services–Add Processing Rules–Browse Records–View Logs–Set up Users/Groups

Get metadata

Verify results/ Troubleshooting

Tell MST what to do with metadata

Admin functions

XC Metadata Services

Normalization – clean up MARCXML Dublin Core

Transformation – one schema to another Aggregation – combine multiple repositoriesAuthority Control (planned) – validation

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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 DataURIs for all elements in XC Schema

MARC to XC Schema Transformation

XC Work

XC Expression

XC Manifestation

XC Holdings

MARC Bibliographic

MARC Holdings

•Includes some RDA data elements•All data elements have URIs

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Metadata Opportunities

What if we’ve gotten this ALL WRONG?

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XC Enables Experimentation

Harvests a copy of metadata from an ILS or repository

Very low risk of data corruptionXC propagates changes throughout the systemWeb interfaces for trouble-shooting“Sandbox” for experimentation

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MARCXMLDC

XC Software ComponentsUser Interface for searching and browsing

Library Website (on Drupal)

Integrated Library System Repository

XC Drupal Toolkit

Tools for automated processing of large batches of metadata

XC Metadata Services Toolkit

Tools for connectivity between XC and an ILS

XC

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

23

User Interface for searching and browsing

Tools for automated processing of large batches of metadata

Tools for connectivity between XC and an ILS

Drupal Toolkit (User Interface)

Integrated Library System

MARCXMLDC

Library Website (on Drupal)

Repository

XC Drupal Toolkit

XC Metadata Services Toolkit

XC

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

Integrated Library System

MARCXMLDC

Repository

XC Metadata Services Toolkit

XC

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

24

Drupal Toolkit (User Interface)

Integrated Library System

MARCXMLDC

Library Website (on Drupal)

Repository

XC Drupal Toolkit

XC Metadata Services Toolkit

XC

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

Features

XC OAI Toolkit

Integrated Library System

MARCXMLDC

Repository

XC Metadata Services Toolkit

XC

Circ

. Sta

tus/

Req.

Auth

entic

ation

XC NCIP Toolkit

XC OAI Toolkit

Built on top of Drupal Single search interface across:

Library catalogDigital repositoryWebsite resources

Faceted browsing of resultsFRBRized metadataIntegration with ILS circulation

system

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XC User Interface Features

Extensive Customization of ThemesFacet definitionsDisplaysIndexes

Takes advantage of XC Schema, metadata granularity, FRBRized metadata structure

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Kyushu University Library – Drupal UI

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Kyushu - Search results in Japanese

Reasons why these items are shown

Query : America Japan

Translated : Faceted navigation

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Faceted browsing of search results

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Customizable Facet Definitions

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Edit Authors/Contributors Facet

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Edit Format Facets

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Customizable Result Lists

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Customizable Full Record Display

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Custom “Browse” pages

Configured using menus, no programmingCustomize a page for particular users, collectionsPre-set a “limit” based upon metadata values,

e.g. DVDs and Videos Electronic Journals/Databases Juvenile Materials Search a specific location

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Find DVDs and Videos

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Find DVDs and Videos – Genre Browse

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XC’s Contribution

More Control over Metadata

More Options for Customizing the User Interface

Status of XC Development

XC software available for free download via www.extensiblecatalog.org

Ongoing XC development includes:testing with a range of dataperformance workcode refinementdocumentation

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eXtensible Catalog Organization, LLC

New funding/governance structureMaintains and improve XC softwareProvides guidance and direction for XCFosters a community of XC users/developers

Become an XCO sponsor!

www.eXtensiblecatalog.org

Jennifer Bowenjbowen@library.rochester.edu