Taking Control of Library Metadata and Websites using the extensible Catalog
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1 Taking Control of Library Metadata and Websites using the extensible Catalog Jennifer Bowen University of Rochester/eXtensible Catalog Organization Code4lib 2010, Asheville, North Carolina Feb.23,
2 XC Team Members on the IRC Péter Király (pkiraly) Drupal, OAI Sharmila Ranganathan (sranganathan) Metadata Services Shreyansh Vakil (svakil) OAI, NCIP Randy Cook (rcook) Project Manager 2
3 XC Software Overview extensible Catalog is open source, user-centered, next generation software for libraries. Four software components or can be used independently to address a particular need combined to provide an end-to-end discovery system to connect library users with resources. 3
4 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 4
5 XC Software Components User Interface for searching and browsing Library Website (on Drupal) XC Drupal XC Tools for automated processing of large batches of metadata XC Metadata Services MARCXML DC Tools for connectivity between XC and an ILS XC NCIP XC OAI Integrated Library System Repository 5
6 Drupal User Interface for searching and browsing Library Website (on Drupal) XC Drupal XC Tools for automated processing of large batches of metadata XC Metadata Services MARCXML DC Tools for connectivity between XC and an ILS XC NCIP XC OAI Integrated Library System Repository 6
7 Drupal Features Adds support for library metadata to Drupal Single search interface across: Library catalog Digital repository Website resources Faceted browsing of results FRBRized metadata Extensive customization Integration with ILS circulation system Library Website (on Drupal) XC Drupal XC XC Metadata Services MARCXML DC XC NCIP XC OAI Integrated Library System Repository 7
8 Drupal : Search Interface Features: - Simple keyword search - Facets - Customizable metadata display - Circulation status - Syndetic Solutions content - Why am I getting these results for my query? 8
9 Drupal : Staff Interface Form to customize element display: Determines how to display the creator element on the results screen. The element template box allows libraries to write simple PHP code and offers more flexibility. All options are pre-filled with good defaults. 9
10 Drupal : Custom Search/Browse Pages Create custom web applications to browse catalog content by filling out web forms Pre-set search limits, customized facets Possibilities: Search/Browse ejournals Search/Browse databases Search/Browse collections Example: browsable list of videos and DVDs created without any programming 10
11 Drupal : Custom Search/Browse Pages This example allows users to browse a subset of the catalog: the videos and DVDs collection On this page, users can browse by language. Other tabs support browse by director and genre. Limits can be set for format: VHS or DVD 11
12 Drupal : Provided Modules The Drupal Toollkit is actually a collection of Drupal add-on modules: - OAI-PMH Harvester - Metadata Import and export -MySQL and Solr storage -NCIP Integration - Authentication - EZProxy - Syndetic Solutions - Search 12
13 Metadata Services User Interface for searching and browsing Library Website (on Drupal) XC Drupal XC Tools for automated processing of large batches of metadata XC Metadata Services MARCXML DC Tools for connectivity between XC and an ILS XC NCIP XC OAI Integrated Library System Repository 13
14 Metadata Services Features: New type of staff client for processing large batches of metadata through an orchestrated set of services. Harvest from multiple sources (silos) to address format and quality issues. Clean up, transform, and aggregate metadata. Automatic synchronization propagates changes in source metadata through services and on to discovery interface. XC NCIP Library Website (on Drupal) XC Drupal MARCXML XC OAI XC XC Metadata Services DC Integrated Library System Repository 14
15 Metadata Services Functions: Add Repositories Schedule Harvests Add Metadata Services Add Processing Rules Browse Records View Logs Set up Users/Groups 15
16 MST Service Orchestration: Add Processing Rule 16
17 MST: Browse Records Browse Records includes full-text search and faceted browse. Examples of Facets: Repository Service Schema Errors 17
18 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. 18
19 XC Software Components User Interface for searching and browsing Library Website (on Drupal) XC Drupal XC Tools for automated processing of large batches of metadata XC Metadata Services MARCXML DC Tools for connectivity between XC and an ILS XC NCIP XC OAI Integrated Library System Repository 19
20 ILS Connectivity XC OAI + XC NCIP = Connectivity between a range of ILSs and XC software Standards-based to enable other nextgeneration catalog products to work with many legacy ILSs Library Website (on Drupal) XC Drupal XC XC Metadata Services MARCXML DC XC NCIP XC OAI Integrated Library System Repository 20
21 OAI Overview: Expose ILS metadata to XC s next generation catalog interface and metadata tools. Synchronize ongoing changes in ILS records with XC software automatically. Library Website (on Drupal) XC Drupal XC XC Metadata Services XC NCIP MARCXML metadata XC OAI MARC metadata Integrated Library System DC Repository 21
22 OAI : Compatibility Compatibility: The XC OAI works with virtually any ILS that includes MARC export capabilities. Library Website (on Drupal) XC Drupal Voyager ILS Aleph ILS NTT ILS III ILS III/Oracle... XC XC Metadata Services ILS system administrators can program the OAI with a familiar scripting language. No Java programming is required to make the OAI work with a particular ILS. ILS Export Script-writers Manual XC NCIP MARCXML XC OAI Integrated Library System DC Repository 22
23 NCIP Overview Enable XC s next generation catalog interface access to ILS authentication, circulation and patron services. Example Requests - Circulation status lookup - Renew an item - Lookup patron information XC or other discovery software sends requests in real time while the user is interacting with the search interface. XC Drupal Library Website (on Drupal) live request MARCXML XC XC Metadata Services DC XC NCIP XC NCIP ILS-specific driver live request XC OAI Integrated Library System Repository 23
24 NCIP : Compatibility Compatibility: The XC NCIP works with many Integrated Library Systems. Library Website (on Drupal) XC Drupal Voyager ILS Aleph ILS NTT ILS III ILS III/Oracle... XC XC Metadata Services Build your own Java driver to allow the NCIP to support an additional ILS. NCIP Developer Manual MARCXML DC The NCIP allows developers to focus on interfacing with their ILS rather than learning the details of the NCIP protocol. XC NCIP XC OAI Integrated Library System Repository 24
25 Getting Started with XC Software Download XC software at Post bugs, questions, enhancement requests to XC Google Code or Drupal software sites New XC website: sign up for a mailing list Announcements General Discussion Developer Discussion Become an extensible Catalog Organization (XCO) Sponsor Apply for invitation to XCO Meeting, May 6, 2010 Charlotte, NC 25
26 Download XC software at extensiblecatalog.org
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