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The eXtensible Catalog (XC): Transitioning to a Post-MARC Environment. Jennifer Bowen, University of Rochester Cornell University May 8, 2012, Ithaca, NY. Agenda. What is eXtensible Catalog (XC) Software? XC’s potential role in the transition from MARC to a non-MARC environment

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The extensible catalog xc transitioning to a post marc environment

TheeXtensible Catalog (XC): Transitioning to a Post-MARC Environment

Jennifer Bowen, University of Rochester

Cornell University

May 8, 2012, Ithaca, NY


Agenda

Agenda

What is eXtensible Catalog (XC) Software?

XC’s potential role in the transition from MARC to a non-MARC environment

Lessons learned from XC to inform RDA implementation and a new bibliographic framework

XC’s potential for producing linked data


What is xc software

What is XC software?

eXtensible Catalog (XC) is open source, user-centered, next generation software for libraries.

XC provides a discovery system and a set of tools for libraries to manage metadata and build applications.


Xc software end to end

XC Software – end to end

OAI

Toolkit

NCIP

Toolkit

MST

Toolkit

Drupal

Toolkit

User Interface

- Search

- Browse

ILS Connectivity

Synchronize

data with XC

ILS Connectivity

- Circ. status

- Account info

Metadata Services

- Cleanup

- Format Convert

Voyager

“Driver”

Voyager

“Driver”

Metadata

Digital Repository

Voyager ILS

Live Circ. Data

User Interface


Xc software just the metadata

XC software – just the metadata

OAI

Toolkit

NCIP

Toolkit

MST

Toolkit

Drupal

Toolkit

Insert your Application with OAI-PMH Harvester here!

User Interface

- Search

- Browse

ILS Connectivity

Synchronize

data with XC

ILS Connectivity

- Circ. status

- Account info

Metadata Services

- Cleanup

- Format Convert

Voyager

“Driver”

Voyager

“Driver”

Metadata

Digital Repository

Voyager ILS

Live Circ. Data

User Interface


Why build xc

Why Build XC?

Empower libraries to have control over their discovery environment

Put results of user research into practice

Everything in XC user interface is customizable

Create a new platform for metadata manipulation that uses FRBR, RDA


Xc user research a few findings

XC User Research: A few findings


The extensible catalog xc transitioning to a post marc environment

XC User Research Partners:

Cornell University

Ohio State University

University of Rochester

Yale University

Studying scholars at the UR…


User research findings

User Research Findings

Users have preferred material and format types, depending upon their projects

“I want the printed book. Well, I read online but, what have I accomplished if I print out the pages? Printer ink is incredibly expensive, it’s a horrible pain to do all that. I want the book.”

“I’m very happy because I know it’s online […] I try to do everything electronically now.”


User research findings1

User Research Findings

Users have preferred material and format types, depending upon their projects

“I’ve done a fair amount of scanning with microfilm and then using the document delivery service to have them scan microfilm and it never works very well for me and what seems to be fine on the computers [in the library] doesn’t work well when I get [to my office]. So I avoid microfilm when I can.”


User research findings xc approach

User Research Findings: XC Approach

Users have preferred material and format types, depending upon their projects

  • Show online materials only

  • Exclude microforms

  • Enable facet for format

12


User research findings2

User Research Findings

Users want to choose between versions of a resource, see relationships between resources

“Yesterday I was teaching Robinson Crusoe and usually I’ll have the newest edition…”

“At the present moment I am completing an edition of selected narratives from the 1883 edition of Fox’s Book of Martyrs …”


User research findings xc approach1

User Research Findings: XC Approach

Users want to choose between versions of a resource, see relationships between resources

XC approach:

  • Base underlying XC Schema metadata on linked FRBR Group 1 entity records: works, expressions, manifestations, etc.

  • Develop metadata processing services to aggregate/group FRBR entities in the XC User Interface (forthcoming)

15


The extensible catalog xc transitioning to a post marc environment

“View XC Schema”


The extensible catalog xc transitioning to a post marc environment

“Uplinks” between FRBR levels


The extensible catalog xc transitioning to a post marc environment

XC Schema record originated as this MARC record in our ILS


Frbrized marc records

“FRBRized” MARC records

  • Parse MARCXML records into linked FRBR-based XC Schema records

  • MARC Holdings records produce XC Holdings records

  • Uplinks created

XC

Work

Work Expressed

XC

Expression

MARCXML

Bibliographic

Expression Manifested

XC Manifestation

OO4 “Uplink”

Manifestation Held

MARCXML

Holdings

XC Holdings


Xc software just the metadata1

XC software – just the metadata

OAI

Toolkit

MST

Toolkit

NCIP

Toolkit

FRBRized option

Drupal

Toolkit

Insert your Application with OAI-PMH Harvester here!

User Interface

- Search

- Browse

ILS Connectivity

Synchronize

data with XC

ILS Connectivity

- Circ. status

- Account info

Metadata Services

- Cleanup

- Format Convert

Voyager

“Driver”

Voyager

“Driver”

Metadata

Digital Repository

DC

Voyager ILS

MARC

Live Circ. Data

User Interface


What are the implications of xc s frbr capabilities

What are the implications of XC’s FRBR capabilities?


Facilitating rda implementation

Facilitating RDA Implementation

XC transforms MARC data into a FRBR-informed “transitional” XML schema

The “XC Schema,” uses a subset of RDA elements and roles alongside Dublin Core, some XC data elements

More RDA elements can be added to the schema in the future


The extensible catalog xc transitioning to a post marc environment

“View XC Schema”


By march 2013

By March 2013…

By the time that RDA is implemented,

Using XC Software, libraries will be able to use RDA in MARC and RDA in a non-MARC environment at the same time.


Rda in multiple environments at once

RDA in Multiple Environments at Once

Use RDA in MARC via existing ILS

Set up XC alongside a MARC-based ILS. XC harvests a copy of the ILS metadata, converts it to the FRBRized XC Schema that uses some RDA elements and roles.

This enables risk-free experimentation of RDA outside of the constraints of MARC, but without disturbing current workflows


What have we learned from frbrizing marc in a live system

What have we learned from “FRBRizing” MARC in a live system?

(some really ugly slides!)


Marc to xc schema transformation

MARC to XC Schema Transformation

XC Work

MARCXML Bibliographic

XC Expression

XC Manifestation

Parses MARCXML records into linked FRBR-based records

Maps MARCXML data elements to elements in the XC Schema.


Converting marc 21

Converting MARC 21

Problematic areas:

  • Some MARC fields/subfields are difficult to map to appropriate FRBR entities

  • Tracking relationships between FRBR entity records: How many relationships can we support with XC software?


Managing relationships

Managing Relationships

XC Work

MARCXML Bibliographic

XC Expression

XC Manifestation


Managing relationships1

Managing Relationships

XC Work

MARCXML Bibliographic

XC Expression

XC Manifestation


Issue 1 managing multiple relationships

Issue 1: Managing Multiple Relationships

MARC bibliographic records can refer to multiple FRBR entities of the same type (analytics that represent multiple works/expressions, e.g. tracks on a CD)

XC Work

XC Work

MARCXML Bibliographic

XC Expression

XC Expression

XC Manifestation


Issue 2 beyond frbr group 1 entities

Issue 2: Beyond FRBR Group 1 Entities

MARC “Alternate Graphic Representation” (880 fields) can contain data that belong in records for Group 2 and Group 3 entities

Contributor:

700 1 ‡6 880-08 ‡a Vasil’ev, Maksim.

880 1 ‡6 700-08 ‡a Васильев, Максим.

Subject:

600 10 ‡6 880-06 ‡a Putin, Vladimir Vladimirovich, ‡d 1952-

880 10 ‡6 600-06 ‡a Путин, Владимир Владимирович, ‡d 1952-


If we were to parse this 880 data correctly

If we were to parse this 880 data correctly:

  • Contributor

  • Contributor in Cyrillic characters

  • Contributor in Roman characters

  • Subject

  • Subject in Cyrillic characters

  • Subject in Roman characters

XC Work

MARCXML Bibliographic

XC Expression

Alternative script of name from 880

Alternative script of subject from 880

XC Manifestation


Issue 3 related group 1 entities

Issue 3: Related Group 1 Entities

Language attribute for a related expression

041 1 ‡a eng ‡h ita

100 0 ‡a Dante Alighieri, ‡d 1265-1321.

240 10 ‡a Divina commedia. ‡l English

245 14 ‡a The divine comedy / ‡c Dante ; a new verse translation by C.H. Sisson.

500 ‡a Translation of: Divina commedia.


If we were to parse 041 h data

If we were to parse 041 ‡h data…

  • Contributor

  • Contributor in Cyrillic characters

  • Contributor in Roman characters

  • Subject

  • Subject in Cyrillic characters

  • Subject in Roman characters

XC Work

Original language from 041‡h

MARCXML Bibliographic

XC Expression

Alternative script of name from 880

Alternative script of subject from 880

Based on (Expression)

XC Manifestation


Managing relationships between entities

Managing Relationships Between Entities

  • Contributor

  • Contributor in Cyrillic characters

  • Contributor in Roman characters

  • Subject

  • Subject in Cyrillic characters

  • Subject in Roman characters

Original language from 041 $h

Alternative script of name from 880

Alternative script of subject from 880

Based on (Expression)

XC Work

MARCXML Bibliographic

XC Expression

XC Manifestation


What we are learning from xc

What we are learning from XC

Maintaining links between separate FRBR entity records in a production environment may not be scalable if we continue to manipulate records.

XC Work

  • new records

  • changed records

  • deleted records

  • changed relationships

XC Expression

XC Manifestation


What xc has taught us about frbr

What XC has taught us about FRBR…

The GOOD news: MARC data is very rich, and contains data about MANY relationships described in FRBR and related data models

There are hundreds of RDA Relationships between FRBR entitles!


What xc has taught us about frbr1

What XC has taught us about FRBR…

The GOOD news: MARC data is very rich, and contains data about MANY relationships described in FRBR and related data models

The BAD news: managing all of these relationships in a record-based system is probably not feasible

Conclusion (more good news): Linked Data may make a fuller implementation of FRBR much more attainable!


Questions

Questions?


Xc mst demo

XC MST Demo

www.extensiblecatalog.org/software/mst/demo


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