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ProjectUpdateDavidLindahl
UniversityofRochesterLibraries
Overview
• AndrewW.MellonFoundation
• UserResearch
• Software
• Timeline
• Governance
Vision
• Makeaconnectionbetweenmetadataandendusers
• Takeacollaborativeapproachtothelibrarywebpresence
Barrierstovision‐#1
• MARCformatiseverywherebutdoesnotsupportcurrentmetadataneeds
• XCsolution:– EnableMARCtoworkwithotherformats
– FRBRizeMARCdata
– OfferabridgefromMARCtoRDA
Barrierstovision‐#2
• Librarymetadataexistsindifferentsilos– Systems
– Formats
– Quality• XCsolution:– Transformandaggregatemetadata
– Deliverfacetablemetadataintonewandexistingenduserenvironments–wheretheusersare.
Barrierstovision‐#3
• Usabilitytestingisnouseifyoucan’tchangethesoftware
• XCsolution– Offeramodulararchitectureforcomponents,metadataservices,anduserinterfacefeatures
– Useestablishedstandardsandprotocols– Giveitaway
Barrierstovision‐#4
• Mostlibrariesdon’thavetheresourcestocustomizetheirwebsiteorwritecode
• XCsolution:– IntegratewithanopensourcewebCMSwith:• Downloadableweb2.0features• Modularfeaturesthatcanbeshared
–MakeCMSfunctionalityworkwithlibrarymetadata
– Encouragelibrariestosharetheircode/features
DrupalModules
Barrierstovision‐#5
• LibrariessystemsvendorsandprojectslikeXChaveabighilltoclimb
• XCsolution– FocusontheareasthatILSvendorsdon’t(webinterfaceforsearchingandforlibrarysite)
– Reducedevelopmentcostsandchallengesbyusingestablishedopen‐sourcecomponentslikeSOLR,Drupal,andMARC4J.
ProjectTeam
• PrincipalInvestigators(4)
• ProjectManager
• Developers(7)
• Designer
• LibraryStaff
Partnerships
LibLime
CaseyBisson
GeorgiaPINES
Cornell OhioState Yale Rochester
UserResearchPartners:
TechnologyDevelopmentPartners:
Evergreen
Koha
Scriblio
Aleph
Voyager
III
NotreDame
CARLI(Illinois)
OregonStateRIT
SUNYBuffalo
Rochester
NCIP
OAI‐PMH
OAI‐PMH
LearningManagementSystem
XCNetwork
ILSNCIPToolkit
LibraryWebsite
LMSToolkit
DrupalToolkit
Repository(withOAI‐PMH)
Repository
OAIToolkit
OAIToolkit
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
CustomWebApp.
JavaToolkit
ConverterILS‐toXC‐Item
ILSOAIToolkit
OAIToolkit
ILSOAIToolkit
OAIToolkitILS
MARCBibliographic
Records
MARCHoldingRecords
MARCAuthorityRecords
ItemRecords
ILSRecordExportScript
RAW
MARCXMLrecordsavailableforharvestviaOAI‐PMH
OAI‐PMHProvider
ConverterMARCtoMARCXML
Database(XMLrecords)
Loader(synchronizes)XML
RAW XML
XC‐itemrecordsavailable
OAI‐PMH
OAI‐PMH
LearningManagementSystem
XCNetwork
ILSNCIPToolkit
LibraryWebsite
LMSToolkit
DrupalToolkit
Repository(withOAI‐PMH)
Repository
OAIToolkit
OAIToolkit
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
CustomWebApp.
JavaToolkit
NCIP
OAI‐PMHProtocol
OAI‐PMH
Benefits
• InteroperabilityStandard
• Synchronization
• Performance
• Web‐basedprotocol
OAI‐PMH
OAI‐PMH
LearningManagementSystem
XCNetwork
ILSNCIPToolkit
LibraryWebsite
LMSToolkit
DrupalToolkit
Repository(withOAI‐PMH)
Repository
OAIToolkit
OAIToolkit
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
CustomWebApp.
JavaToolkit
NCIP
MetadataServicesToolkit
ILS
IR
OAI‐PMHProviders
MetadataServicesToolkit
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
Website
LMS
UserInterfaceClients
StaffUserInterface
OAI‐PMHHarvester
MetadataRepository
OAI‐PMHProvider
MARCNormalization
Transformation
AuthorityControl
Aggregation
DCNormalization
MetadataServicesToolkit
• AddRepositories
• ScheduleHarvests
• OrchestrateServices
• Debugproblems
• Makeimprovedmetadataavailable
MetadataServicesToolkitRepositoryProperties
MetadataServicesToolkitAddSchedule
MetadataServicesToolkitProcessingStep1
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
MetadataServicesToolkitProcessingStep2
OAI‐PMH
OAI‐PMH
LearningManagementSystem
XCNetwork
ILSNCIPToolkit
LibraryWebsite
LMSToolkit
DrupalToolkit
Repository(withOAI‐PMH)
Repository
OAIToolkit
OAIToolkit
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
CustomWebApp.
JavaToolkit
NCIP
LibraryWebsiteonDrupal
Webpage
Story
Search
Comment
CCK UserInterface
UserInterfaces‐Drupal
LibraryWebsite
DrupalToolkit
OAI‐PMHHarvester
NCIP
SOLRSearch
OAI‐PMHharvestXCrecordsfromMSTXCrecord
NCIPcommunicationw/ILS(NCIPToolkit)
OAI‐PMHRepository
MSTharvestsuser‐generatedmetadatabackfromDrupalandaggregatesit
OAI‐PMH
OAI‐PMH
LearningManagementSystem
XCNetwork
ILSNCIPToolkit
LibraryWebsite
LMSToolkit
DrupalToolkit
Repository(withOAI‐PMH)
Repository
OAIToolkit
OAIToolkit
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
CustomWebApp.
JavaToolkit
NCIP
UserInterfaces‐Blackboard
LearningManagementSystem
LMSToolkit
BlackboardLMSToolkit
Courselistings
BBplug‐inexporter
SOLR
BBplugindisplayresources
StaffUI•Addassociations•Migrateassociations
BlackboardUI•DisplaysEnrolledcourses•Addsselectedresources•Addsfacetedsearch
NCIP
OAI‐PMHHarvester
OAI‐PMHRepository
CoursesResourcesAssociations
NCIP
OAI‐PMH
OAI‐PMH
LearningManagementSystem
XCNetwork
ILSNCIPToolkit
LibraryWebsite
LMSToolkit
DrupalToolkit
Repository(withOAI‐PMH)
Repository
OAIToolkit
OAIToolkit
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
CustomWebApp.
JavaToolkit
NCIPProtocol
NCIP
Benefits
• InteroperabilityStandard
• Authentication,circulationstatusandcirculationrequests.
OAI‐PMH
OAI‐PMH
LearningManagementSystem
XCNetwork
ILSNCIPToolkit
LibraryWebsite
LMSToolkit
DrupalToolkit
Repository(withOAI‐PMH)
Repository
OAIToolkit
OAIToolkit
MetadataServicesToolkit
RecordCleanup
FRBRization
AuthorityControl
Aggregation
CustomWebApp.
JavaToolkit
NCIP
FAQ
• HowisXCdifferentfromsimilarprojects:– OpensourceILSs:Evergreen,Koha,…– Opensourcediscoverytools:VUFind,Blacklight,…
• IfmylibraryisusingWorldCatLocal,whyshouldwebeinterestedinXC?
• HowisXCabletosearchacrossmultiplesilos?
• DoesXCusemetasearchtechnology?
FAQ2
• CanXCsearchlicensedmetadatafromsubscriptiondatabases?
• I’vebeenhearingaboutXCforoverayear.Whyisittakingsolong?
• I’madeveloper.SinceXCisopensource,Iwanttostartplayingwithitandcontributingcode.Whycan’tIstartdoingthatnow?
• WhencanIdownloadtheXCSoftware?
