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eXtensible Catalog. Jennifer Bowen University of Rochester. 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?. What do libraries need?.

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eXtensible Catalog

Jennifer Bowen

University of Rochester


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?


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


Enabling multiple baskets


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


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


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


eXtensible Catalog Project

  • Studying users

  • Building software

  • Defining governance


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


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


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


How is XC different?

  • Metadata management

    • Aggregation

    • FRBRization

    • Improves other discovery interfaces

  • Uses standards

  • Native web content

  • User generated metadata


XC software toolkits

  • OAI Toolkit

  • NCIP Toolkit

  • Metadata Services Toolkit (MST)

  • Drupal Toolkit

  • Learning Management System Toolkit


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)


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


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


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


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


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


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


Sharing metadata

  • Share MARCXML, with enrichments

  • Share other schemas with enrichments or transformed

  • Share XC Schema

  • Share user-generated metadata


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


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


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


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)


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


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


New roles for catalogers

  • Design and test metadata services

  • Manage flow of metadata

  • System/application design

  • User research


XC Software Overview


Software Overview

  • User Interface:

  • Metadata Tools:

  • Connectivity:

Drupal Toolkit

LMS Toolkit

Metadata Services Toolkit

Record Cleanup

FRBRization

Authority Control

Aggregation

OAI Toolkit

NCIP Toolkit


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


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


Software Overview

  • Integrates circulation with NCIP

    • NCIP Toolkit + ILS

    • XC discovery interface talks NCIP

    • Live circulation status

    • Authentication

    • Places circulation requests (hold, recall, etc)


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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

Error Info


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


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


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


Wrap-up, and, What’s next?


Low-hanging fruit?


… a platform to reach higher


Reaching higher with XC

  • Separate metadata manipulation from discovery application

  • Facilitate compatibility of metadata from various schemas

  • Enable metadata enrichment

  • Provide an infrastructure for automated metadata management that is easy to use


Sustaining the XC Community

  • eXtensible Catalog Organization

  • Board of Managers

  • 1-2 staff developers

  • Founders

  • Supporters

  • Corporate Affiliates


Why support the eXtensible Catalog Organization?

  • Ensure that XC Software remains viable in the future

  • Share information about XC with other users

  • Support the development and use of open-source software in libraries

  • Give libraries choices

  • Give libraries control


More about XC

  • XC software overview (Webcast)

    http://www.screencast.com/users/eXensibleCatalog

    70 minutes, in 6 parts

  • XC metadata white paper and documentation

    http://www.extensiblecatalog.org/MetadataReports

  • eXtensible Catalog Project website

    www.eXtensibleCatalog.org


Comments/Questions?

Jennifer Bowen

jbowen@library.rochester.edu


eXtensibleCatalog.org


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