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eXtensible Catalog

eXtensible Catalog

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eXtensible Catalog

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  1. eXtensible Catalog Jennifer Bowen University of Rochester

  2. Agenda • What is XC and why are we building it? • XC’s approach to metadata • XC Schema • XC Services • XC software overview: how does it work? • The XC Metadata Services Toolkit • Wrap-up, and What’s next?

  3. What do libraries need? • Better web presence for resource discovery • A low-effort solution (keep ILS) • Metadata that “works” on the web • An affordable solution • Choices, flexibility

  4. Enabling multiple baskets

  5. The eXtensible Catalog • Set of open-source tools • Facilitate resource discovery and metadata management • Funding from Andrew W. Mellon Foundation and from XC partner institutions • Software release: March 2009 (but still being developed) • Governance: not-for-profit

  6. XC will provide… • Architecture for moving and managing metadata using OAI-PMH • Works with other OAI-PMH applications • Five separate “toolkits” • Out-of the-box user-interface functionality • A different paradigm for moving and managing metadata

  7. Partnerships User Research Partners: Cornell Ohio State Yale Rochester Technology Development Partners: Notre Dame SUNY Buffalo Georgia PINES Aleph Evergreen RIT Oregon State LibLime III Koha Rochester CARLI (Illinois) Casey Bisson Voyager Scriblio

  8. eXtensible Catalog Project • Studying users • Building software • Defining governance

  9. Studying Users • Survey of 68 representative libraries • Wanted to address not-yet-identified user needs • Twenty interviews at each site • On-camera search • Magic wands • Team based analysis

  10. Building Software • User Interface: Next-generation library website and search interface • Metadata Tools: Aggregate metadata from various repositories to enable fast searching • Connectivity: Create open standards interfaces to Integrated Library Systems

  11. Defining Governance • Creating the eXtensible Catalog Organization • Host the software and make it available • Foster a community of users and developers • Address software bugs • Encourage code contributions by other software developers

  12. How is XC different? • Metadata management • Aggregation • FRBRization • Improves other discovery interfaces • Uses standards • Native web content • User generated metadata

  13. XC software toolkits • OAI Toolkit • NCIP Toolkit • Metadata Services Toolkit (MST) • Drupal Toolkit • Learning Management System Toolkit

  14. XC’s Metadata Services Toolkit • Based upon proposed NSDL metadata services hub (Hillmann, Sutton, Phipps) • Enables libraries to aggregate metadata and run services on it • User interface for managing metadata services • NOT a metadata editor (but can eventually incorporate one)

  15. XC metadata Suck it in • Harvest metadata using OAI-PMH Clean it up • XC Metadata Services Toolkit (MST) Share it • MST and XC user applications

  16. XC advantages for metadata • Enables automated handling of metadata changes: • New records, updates, deletes • Propagates changes throughout the system • Web interfaces for trouble-shooting • Low risk of data corruption (easy to fix) • Ideal platform for experimentation

  17. The XC schema: Why? • Wanted a FRBR-based schema • Waiting for RDA not an option • Needed a schema to enable XC user interface functionality • Retain granularity of MARC • Facilitate transformation from Dublin Core • Eventually: DC application profile

  18. The XC schema: Elements • All properties from dcterms namespace • 22 RDA elements (rdvocab namespace) • 11 RDA role designators (rdarole namespace) • XC namespace: 37 elements • Parallel elements to DC properties • Other elements needed for XC functionality • User-generated metadata – next step

  19. The XC schema: Structure • Five levels: FRBR Group 1 levels • Work, expression, manifestation, item • Also a level for “Holdings” • Between manifestation and item • “Placeholder” for summary holdings data • A valid record can have any one level, multiple levels, or multiples of one level

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

  21. Sharing metadata • Share MARCXML, with enrichments • Share other schemas with enrichments or transformed • Share XC Schema • Share user-generated metadata

  22. Sharing software • Share metadata enrichment services • Libraries can use an existing XC service as is or modify it • Libraries can develop and share additional services

  23. XC metadata services • Normalization: transform coded metadata so that it can be used/displayed • Schema transformation: • MARC to XC, DC to XC • FRBRization • Authority control matching • Aggregation

  24. Normalization Services • MARCXML, Dublin Core • Stays in same schema • Prepares metadata for use in web applications (faceted browse interface) or back into an ILS • Examples of normalized coded data: • Location codes • Languages • Type of material

  25. Transformation Services • MARCXML to XC Schema; DC to XC Schema • Parses data into FRBR Group 1 entity structure (work, expression, manifestation, item, plus holdings) • Creates additional works and expressions for MARC analytics (7XX fields)

  26. Authority Control Services • 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

  27. Aggregation Service • Prepares metadata for use in XC user interfaces (Drupal and LMS Toolkits) • Aggregates records that represent the same resource • Manages relationships between records • Will give us experience managing FRBRized records

  28. New roles for catalogers • Design and test metadata services • Manage flow of metadata • System/application design • User research

  29. XC Software Overview

  30. Software Overview • User Interface: • Metadata Tools: • Connectivity: Drupal Toolkit LMS Toolkit Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation OAI Toolkit NCIP Toolkit

  31. Software Overview • User Interface: Drupal Toolkit LMS Toolkit Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization NCIP Authority Control Aggregation • Connectivity: OAI Toolkit NCIP Toolkit OAI-PMH OAI-PMH ILS Repository

  32. Software Overview • Moves metadata with OAI-PMH • Existing sources • OAI Toolkit + ILS • OAI Toolkit + repository • All XC components can talk OAI-PMH • Works with any metadata schema • Synchronizes

  33. Software Overview • Integrates circulation with NCIP • NCIP Toolkit + ILS • XC discovery interface talks NCIP • Live circulation status • Authentication • Places circulation requests (hold, recall, etc)

  34. Software Overview • User Interface: Drupal Toolkit LMS Toolkit Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization NCIP Authority Control Aggregation • Connectivity: OAI Toolkit NCIP Toolkit OAI-PMH OAI-PMH ILS

  35. Metadata Services Toolkit • New type of cataloging tool • Services • Automated • Configurable • Pluggable • User interface for library staff, not end users Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  36. Software Overview • User Interface: Drupal Toolkit LMS Toolkit Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization NCIP Authority Control Aggregation • Connectivity: OAI Toolkit NCIP Toolkit OAI-PMH OAI-PMH ILS

  37. Software Overview Search Features • Out-of-the-box search interface • Faceted-browsing of results • Include traditional, digital, and website resources • FRBRization – group related resources by “work” • Easy and robust search customization • User Interface: Drupal Toolkit LMS Toolkit

  38. Software Overview Platform for your library website • Integrate discovery with library website • Capture and display user generated metadata • Free add-on features (e.g. tagging, blogs) • Build custom applications • Share code with other libraries • User Interface: Drupal Toolkit LMS Toolkit

  39. Software Overview Learning Management Features • User interface for librarians and instructors to: • Associate a resource with a course or range of courses • Migrate associations • Display library resources within an LMS • Blackboard plug-ins included • Other LMS support through web services Drupal Toolkit LMS Toolkit

  40. Software Overview • User Interface: Drupal Toolkit LMS Toolkit Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization NCIP Authority Control Aggregation • Connectivity: OAI Toolkit NCIP Toolkit OAI-PMH OAI-PMH ILS

  41. Metadata Services Toolkit • New type of cataloging tool • Services • Automated • Configurable • Pluggable • User interface for library staff, not end users Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  42. Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  43. Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  44. Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  45. Metadata Services Toolkit Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  46. Metadata Services Toolkit Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  47. Metadata Services Toolkit Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  48. Metadata Services Toolkit Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  49. Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation

  50. Metadata Services Toolkit • Add Repositories • Schedule Harvests • Orchestrate Services • Browse Records • Make improved metadata available Metadata Services Toolkit • Metadata Tools: Record Cleanup FRBRization Authority Control Aggregation