Next Generation Library Catalogs: opportunities. September 26, 2008
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1 Next Generation Library Catalogs: Local developments and research opportunities Derek e Rodriguez, TRLN September 26, 2008
2 Overview Introduction to TRLN Scope and goals of the TRLN Endeca Project Project challenges and system architecture Discussion of opportunities for SILS / TRLN collaboration
3 Triangle Research Libraries Network An Academic Research Library Consortium Duke University Libraries NC Central Libraries NC State Libraries UNC Chapel Hill Libraries Founded in 1977, cooperation dates to 1930s
4 TRLN: Oversight and Governance Governing Board Executive Committee Council of Directors TRLN Councils Collection Development Human Resources Services Technology Committees and Task groups as needed TRLN Staff (Director, two Program Officers, and an Administrative Assistant)
5 Triangle Research Libraries Network Program focus Collaborative collection development Print and electronic Services to extend access to materials to affiliated patrons Document Delivery and Reciprocal Borrowing Digital TRLN Endeca project Single Copy Archive TRLN Management Academy
6 Next Gen Catalogs Generations of OPACs Online Card Catalog + exact-match Boolean keyword searching + Web enabled catalogs offered search OR browsing of pre-coordinated headings Next Generation Library Catalogs Not bound to legacy ILS Take advantage of latest web technologies Should be metadata agnostic Exhibit an open system architecture
7 TRLN Endeca Project: Phase 1 Why Endeca? Support for integrated search and browse Forgiving features (spell correction, term suggestion, etc.) Can ingest metadata of all types NCSU s previous experience with Endeca Phase 1 Goals Search and request from one interface Support scoped interfaces at the campuses Timeline June 2007 August 2008
8 TRLN Endeca Project: Phase 1 Steering Committee and four task groups User Interface Data and Indexing Document Delivery Usability Distributed Implementation Team Programmers, designers, data specialists Commercial partners Endeca professional services MCNC Syndetic Solutions
9 Phase 1 Timeline March 2007 Contract with Endeca is signed April 2007 Task Groups are formed May 2007 UITG and DITG begin work June 2007 Staff attend Endeca training July 2007 Requirements Definition Meeting August 2007 Order servers September 2007 Complete wireframes October 2007 Complete data and indexing recommendations, install servers, conduct focus group interviews
10 Phase 1 Timeline cont d November 2007 Milestone: TRLN collections are indexed in Endeca (~10 million records) December 2007 Begin testing Requests feature January 2008 Build Search TRLN User Interface February Conduct usability testing, refine data extracts, complete Requests, refine user interface, begin contracts with Syndetic Solutions March Final testing, phase 1 launch of Search TRLN May Refine relevance ranking / performance tuning June August Duke, UNC, and NCSU interfaces launch July 2008 New oversight group convenes
11 Project Challenges Coordinating the efforts of four task groups, an implementation team, and relationships with three vendors Gather user perspective to support design Create a data model to fit application logic Create extract and data harvesting routines Define indexes and relevance ranking Build 4 user interfaces Integrate with 9 local document delivery offices Performance tuning Ongoing governance and evaluation
12 Create a data model Data model should Support needed functionality Accommodate but not reproduce MARC Be flexible and accepting of multiple metadata types Respect local needs where possible Stakeholders represent 4 institutions, 10 libraries, and numerous cataloging units Task: Define fields / facets, MARC to Endeca mappings, extract rules, and indexing rules
13 Endeca Record: Properties Endeca Properties (like database fields) Can be indexed, displayed, or used for sorting Can serve as unique ids or keys for joins Can support linking via hyperlinks or calls to external services Examples: Main Author: Traver, Robert, Main Title: Trout Magic Location: Davis Library Call Number: SH687.T UniqueId: UNCb
14 Endeca Record: Dimensions Endeca Dimensions (Facets) Values can be pre-set or data-driven Hierarchies and ranges are possible Example: Format Book Record id 1 Record id 2 Journal Record id 3
15 Endeca Record: Dimensions Facet Source Subject 6xx $a or $x Genre 6xx $v / 008 Time Period 6xx $y Region 6xx $z Medical Subject: Topic Author MESH Author fields Language MARC 008 Format Item record / MARC 008 Publication Year MARC 008 Call Number Range Location (Library) Availability New Titles LC and NLM Call Numbers Item Record Item status Date cataloged
16 Endeca Record: Dimensions
17 Mapping and extract policies
18 Mapping and extract policies
19 Mapping and extract policies
20 Mapping and extract policies (examples) MARC 245 -> Endeca Main Title MARC 100, 110, 111 -> Endeca Main Author MARC 100, 110, 111, 700, 800 -> Author Facet MARC 6xx -> Pre-coordinated Subjects eg. Library schools North Carolina Chapel Hill --History MARC 6xx -> Subject Facets Subject (Topic): Library schools Subject (Topic): History Region: North Carolina Region: Chapel Hill
21 Mapping and extract policies (examples) MARC 008 (bytes 35-37) -> Language g facet MARC 008 (bytes 33-34) -> Genre facet Item Data Library -> Location property (for display) Library -> Location facet Status -> Status property (for display) Status -> Availability facet Call Number -> Call number and call number sort properties Call Number -> Classification facet
22 Mapping and extract policies (examples) MARC Field Extract rule Endeca Label Behavior 245 abfghknps Strip trailing / Property: Main Title 245 abfghknps Strip non-filing characters 6xx subfield a or x Item status Where first indicator = 0,1,2,3,4, or 7). Trim punctuation. Create pipe delimited field of all item statuses attached to title Property: Title Sort Facet: Subject Property: Statuses Index as title and keyword, display on brief and full record screens Do not index or display, enable sort Facet Used for display
23 System architecture NCSU UNC Duke NCCU MARC data from ILSs, 4 institutions, 10 libraries, 3 vendors, 11 million titles ICE ToCs Non-MARC data EAD? Dublin Core? Features - Full ILS extracts occur as needed - Cataloging changes are updated daily - Circulation status is updated every 30 minutes - ICE Table of Contents data is updated weekly - Index is rebuilt every night Other? TRLN Index
24 One index, many interfaces TRLN Index (mirrored on 3 servers) HTML to browser Client side calls for content Apache/ Tomcat/Java UI (4 instances) RSS XML to Duke PHP UI HTML to browser XML from Web Services XML to other devices/systems
25 Some usage statistics Search TRLN only, Sept 1 21, sessions 7146 (97%) performed text search 1461 (19%) performed facet navigation 3702 (50%) began as local catalog searches Searches by index Keyword 48.40% Title 33.99% Author 8.90% Subject 3.88% ISBN 3.21% Multi-index queries 1.62%
26 Some usage statistics Other interesting data points 18,833 record views 3801 sessions (51%) included at least one record view 1956 item requests 1124 sessions (15%) included an item request Future Analysis Most popular facets Subject, Location, and Format seem most popular so far Session Level analysis Establish benchmarks for considering and evaluating enhancements
27 TRLN SILS Collaboration Cory Lown, SILS MSLS 08, Brad Hemminger Transaction Log Analysis with NCSU Endeca, net/1901/488 Dre Orphanides, SILS MSLS 08 Field Experience, Spring 08 Tessa Sullivan, SILS PhD Student Transaction Log Analysis, Fall 08 Brad Hemminger, Associate Professor SILS and Sara Ramdeen, SILS PhD Student End-user study, Fall 08 Kathy Wisser, Tessa Sullivan, Derek Rodriguez (SILS PhD Students) Metadata Quality Project
28 Projects under consideration (next 6 12 months) Indexing Non-MARC data (EAD, DC, etc.) in Endeca Data modeling Data harvesting User interface issues Creating a user interface for NC Central User needs assessment User interface design and implementation Evaluation Evaluation (ongoing) Log analysis / Usability Testing
29 Research Opportunities Name Authorities Can we integrate LC Name authorities into our Endeca interfaces? Faceted Access to Subject Terminology (FAST) Simplified schema based on LCSH to better support postcoordinated retrieval and simplify heading assignment See FRBR / Record Rollup
30 Research Opportunities Find similar / recommender services How do we leverage metadata about a record to help the user find similar items? Can facets drive find similar functionality? Can we use circulation / usage data to recommend other titles to users? Personalization Do users want a personalized experience with a system like this? What about tagging? Support for small devices like the iphone, etc.
31 Possible forms for collaboration Field experiences for Master s students Examples Shadowing a project System building Independent studies Examples Writing a literature review / background paper Transaction log analysis, user studies Joint research and development projects
32 Discussion and Questions Derek Rodriguez, TRLN Useful links: Search TRLN : Endeca:
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