testing and improving interoperability the z39.50 interoperability testbed
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Testing and Improving Interoperability
The Z39.50 Interoperability Testbed
William E. Moen<wemoen@unt.edu>
School of Library and Information SciencesTexas Center for Digital Knowledge
University of North TexasDenton, TX 72603
Illinois Statewide Cataloging Standards Committee Springfield, IllinoisJune 2002
Moen -- June 2002 Illinois Statewide Cataloging Standards Commitee -- Springfield, IL 2
Overview The Interoperability Challenge Key Factors to Address The Z39.50 Interoperability Testbed
Moen -- June 2002 Illinois Statewide Cataloging Standards Commitee -- Springfield, IL 3
Factors affecting interoperability Multiple and disparate systems
operating systems, information retrieval systems, etc. Multiple protocols
Z39.50, SOAP, HTTP, etc Multiple data formats and syntax
MARC 21, UNIMARC, XML, etc. Multiple metadata schemes
ISBD/AACR2-based, Dublin Core, VRA, etc. Multiple vocabularies, ontologies, disciplines
LCSH, MESH, AAT Multiple languages, Multiple character sets
Moen -- June 2002 Illinois Statewide Cataloging Standards Commitee -- Springfield, IL 4
Factors reduced … Within the library community’s catalogs
Bibliographic records relatively homogeneous Common metadata scheme Common syntax for exchanging records Commonly accepted access points Common controlled vocabularies, authorities, etc. Common protocol for IR, namely Z39.50
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Z39.50 Virtual Catalog
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Key factors to address Quality of data in records (cataloging quality)
Setting standards for consistent quality Encouraging adherence to standards
Functionality of online catalog for searches Keyword, phrase, and exact match searches Truncation Proximity searches
Indexing policies on local catalogs
Z39.50 server configuration
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Indexing policies Common access points (generally) but….
Why have agreement on indexing policies?
Which fields and subfields to index?
How easy is it to configure indexing policies?
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Z39.50 server specifications Use of national and international Z39.50 profiles
Bath Profile, U.S. National Z39.50 Profile Profiles can:
Identify searching requirements (tasks) Define the searches (semantics and behavior) Specify Z39.50 query to represent the search
Profiles are a solution path for improving interoperability Represent community consensus on requirements Identify Z39.50 specifications to support those requirements Aid in purchasing decisions Provide specifications for vendors
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Interoperability testingRealizing the Vision of Networked Access toLibrary Resources: An Applied Research andDemonstration Project to Establish andOperate a Z39.50 Interoperability Testbed
A Institute of Museum and Library Services National Leadership Grant
Goal: Improve Z39.50 semantic interoperability among libraries for information access and resource sharing
Moen -- June 2002 Illinois Statewide Cataloging Standards Commitee -- Springfield, IL 10
Vision Provide a technically and organizationally trusted
environment for vendors and consumers to demonstrate and evaluate Z39.50 products
Develop rigorous methodologies, test scenarios & procedures to measure and assess the extent of interoperability
Demonstrate and operate a Z39.50 interoperability testbed
Moen -- June 2002 Illinois Statewide Cataloging Standards Commitee -- Springfield, IL 11
Outcomes Improved interoperability Best practices to identify implementation
strategies Improvements in information retrieval system
implementations and Z39.50 products Interoperability testbed model for others to utilize
FOR MORE INFORMATION, VISIT THE PROJECT WEBSITE…
http://www.unt.edu/zinterop/
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Testbed components Test dataset
400,000 MARC 21 records from OCLC Z39.50 reference implementations
Z-client, Z-server, information retrieval system Test scenarios & searches
Searches with known result records from dataset Benchmarks
Results of test searches against reference implementations
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Analysis logic
TestDataset
1. Examine for occurrence of word “river”
CandidateRecordGroup
2. Yields Aggregate Record Group
for word “river”
3. Examine for occurrence of word
“river” in selectedfields/subfields
4. Yields Candidate Record Group for word “river” in selected
fields/subfields
AggregateRecordGroup
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A central question What are the appropriate Author, Title, and Subject
fields to look in for the word? Guidelines for indexing to support profile searches
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Reference implementations Online Catalog Software
Phase 1 testing will use SIRSI’s UNICORN system Test dataset loaded on the system Indexing policies based on guidelines
Z39.50 Server SIRSI Z39.50 Module Configured according to Bath/NISO Profile
Z39.50 Client Bookwhere 2000 Configured according to Bath/NISO Profile
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Establishing benchmarks
Reference Z39.50 Client
Reference Z39.50 Server
Configuredto Support
ProfileSpecifications
Configuredto Support
ProfileSpecifications
Indexed peragreementsto support
Profile searches
Test Dataset
Test searchesusing words selected in analysis of dataset
RetrievalBenchmarks
CandidateRecordGroup
Compared to
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Interoperability testing Test dataset loaded by participants on their systems Configured and indexed to conform with Bath/NISO
Profiles For participants with Z-servers
Z-Interop will send test searches from reference Z-client Report results compared with benchmarks Analyze results to assist implementor to improve interop
For participants with Z-clients Test searches sent to reference Z-server
Moen -- June 2002 Illinois Statewide Cataloging Standards Commitee -- Springfield, IL 18
Testing and assessmentReference
Z39.50 Client Vendor
Z39.50 Server
Configuredto Support
ProfileSpecifications
Configuredby Vendor
for Conformance
to Profile
Indexed by Vendor
According to Vendor’s
Specifications
Test Dataset Loaded by Vendor or Library
Test Searches
RetrievalResults
RetrievalBenchmarks Compared to
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Will you participate? Would your organization be interested? Could you load a 400,000 record test dataset? How long would it take you to index and configure prior to
testing? How does your system handle data in the 001/003? What would you like to learn from this testbed?
Once the testbed is operational and proven, would you add to your RFPs, “must demonstrate interoperability through UNT’s Z-Interop Testbed?”
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