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Welcome to the RACL Fall Meeting, 2008. 2:00 PM, November 3, 2008, Presentation: GIL OPAC Committee & VuFind Pilot Project Welcome to this afternoon’s presentation.

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welcome to the racl fall meeting 2008
Welcome to the RACL Fall Meeting, 2008
  • 2:00 PM, November 3, 2008, Presentation:

GIL OPAC Committee & VuFind Pilot Project

  • Welcome to this afternoon’s presentation.
  • Please click your check mark to indicate that you hear the music playing -- if you don’t hear music, please click your “X.” We will follow up with you individually to address the problem.
  • If you are having other technical problems, contact Lauren Fancher via the chat feature on the lower left of the screen or call her at 706-583-2138.
  • Thank you -- we’ll be getting started soon!
gil opac committee vufind pilot project

GIL OPAC Committee & VuFind Pilot Project

Regents Academic Committee on Libraries

Fall Meeting

November 3, 2008

introductions gil opac committee presenters
Introductions:GIL OPAC Committee presenters

Bob Trotter-GIL Site Coordinator and Head of UNIX Systems Support, University of Georgia Libraries

Bill Clayton-Assistant University Librarian for Systems, University of Georgia Libraries and oversees GALILEO programming and GIL Service Site at UGA

Lori Critz- Co-Chair GIL OPAC Committee and Asst. Dept. Head Information Services Dept., Instruction Coordinator/Web Content Coordinator, Georgia Institute of Technology Library & Information Center

Larry Hansard-Technical Project Director, Systems, Georgia Institute of Technology Library & Information Center

Rebecca Drummond-Chair GIL OPAC Committee and Subject Liaison, Liaison & Outreach Services, Georgia State University Library

agenda
Agenda
  • Welcome and Introductions

(Rebecca Drummond)

  • Background: Discovery Tools and VUFind

(Bill Clayton and Bob Trotter)

  • Georgia Tech’s VUFind Project

(Lori Critz and Larry Hansard)

  • Other VUFind Implementations

(Rebecca Drummond)

  • Status of VUFind Pilot for GIL

(Rebecca Drummond)

  • Questions
vufind discovery tool background

VuFindDiscovery Tool Background

11-03-2008

Bill Clayton

recent discovery tools next generation public interfaces
Recent discovery tools(next generation public interfaces)
  • What’s new?
    • New look, more visually appealing
    • Simplified search interface
    • Faceted analysis of search results
    • New features & new links
      • Contents, summaries, book jackets, reviews
      • Users can add tags, reviews, or ratings
      • Links to related data for specific titles
      • Links to alternative information resources
      • Links to author information
    • Generally can include locally loaded databases in addition to your library catalog
recent discovery tools
Recent discovery tools
  • What’s fundamentally different?
    • Not an ILS or a fully functional OPAC
    • New interface & new indexes that overlay your data and your OPAC functions
    • Does not (and can not) completely replace your ILS OPAC functionality
    • Can replace the public interface
recent discovery tools1
Recent discovery tools
  • Look briefly at 4 recent tools
    • Endeca
    • Encore (III)
    • Primo (Ex Libris)
    • WorldCat Local (OCLC)
  • Then
    • VuFind (open source)
endeca
Endeca
  • Primarily a search tool for product inventory & online sales on commercial websites
    • Home Depot, Hyatt, Lexis Nexis, Barnes & Noble, plus many others
  • Earliest implementation in libraries was at NCSU in 2006
  • Primary new feature – facets (guided navigation)
  • Some additional library implementers
    • FCLA
    • Triangle Research Libraries Network
  • NCSU URL – http://www.lib.ncsu.edu
encore
Encore
  • Next generation interface from Innovative Interfaces Inc
  • Some current implementers
    • University of Kentucky
    • New York Public
    • Michigan State University
    • University of Glasgow
  • Univ of Kentucky URL
    • http://infokat.uky.edu
primo
Primo
  • Next generation information discovery and delivery tool from Ex Libris
  • Additional functionality?
    • Can search commercial article databases
  • Some current implementers
    • Vanderbilt
    • Univ of Minnesota
    • Univ of Iowa
    • Emory
    • Oxford Univ Library Services
    • British Library
  • Vanderbilt URL
    • http://discoverlibrary.vanderbilt.edu
worldcat local
WorldCat Local
  • Searches your WorldCat bib data but also can index and search locally loaded databases
  • Additional functionality?
    • Can display results & holdings for home library, consortium, or libraries worldwide
    • Trying “to extend the discovery capabilities of WorldCat Local to include all licensed and full-text resources of a library”
  • Some current implementers
    • Cornell
    • Univ of Delaware
    • Univ of Washington (pilot)
    • Ohio State (pilot)
  • Univ of Washington URL
    • http://www.lib.washington.edu
vufind technical

VuFind Technical

Bob Trotter

vufind open source
VuFind: Open Source
  • Development initiated at Villanova University
  • Project leader is Andrew Nagy
  • Development started in 2006
  • Four to six main code contributors
  • First release candidate for version 1 announced October 16.
vufind open source1
VuFind: Open Source
  • Development repository at sourceforge.com (an open source development/distribution service).
  • Code contributions can be made through this site.
  • Most current development version can be downloaded from here.
  • Stable (mostly) versions downloaded VuFind.org site.
vufind open source2
VuFind: Open Source
  • The distributions contain complete source code.
  • Local customizations can be made to any part of the software.
  • These will have to be modified and reapplied after each upgrade.
vufind with voyager
VuFind with Voyager
  • VuFind basically sits on top of Voyager.
  • Bib Data (Marc) extracted from Voyager and loaded into VuFind (and indexed).
    • Solr/Lucene indexing/search engine
  • VuFind links out to Voyager to get Location and Status information.
  • It also links to Voyager for all patron related info (after login).
vufind with voyager1
VuFind with Voyager
  • It also links to Voyager to do any Request type functions.
  • We will try to make this Request linking as easy as possible for patrons.
vufind@usg
VuFind@USG
  • Each institution will have it’s own instance of VuFind.
  • UC will also be a separate instance.
  • Location info from MFHD will be added to Bib data loaded into VuFind.
  • Location Facet created from this data.
vufind@usg1
VuFind@USG
  • Georgia Tech in Beta now.
    • Many presentation layer customizations
  • We are working on backend functions.
    • Display of status and location
    • Improving SQL
georgia tech s vufind project

Georgia Tech’s VUFind Project

Lori Critz and Larry Hansard

discovery tool vufind georgia tech s implementation

Discovery Tool VuFind: Georgia Tech's Implementation

Larry Hansard & Lori Critz

Georgia Institute of Technology

11/02/08

RACL Meeting

features
Features

Faceted results

Search, then refine by NARROW SEARCH feature…

Multiple categories – format, author, topic, call number

(Others available: era, genre, subject area, language, region)

Similar Items

“More Like This” suggestions

Algorithm to generate list

At record level only

Persistent URLS

Bookmarkable, can be embedded

For records & queries

Records

Sorts - relevance, date, call number, author, title

Citation management

APA & MLA citations now available

Compatible with EndNote, Refworks & Zotero

Translations – with more to come soon!

features1
Features

Web 2.0

Tagging

Whenever someone adds an item as a favorite in VuFind and gives it a tag, the tag is added to the public record

Requires participation of MANY

LibraryThing connection possible (we are NOT adding these tags)

Save to Favorites

Save, organize & retrieve lists

Texting/emailing for records/results

Comments

RSS feeds for live updates

Reviews fromAmazon (others possible, like Syndetics)

Book covers (Amazon, Google Books with links into record)

searching
Searching

One interface to search multiple “collections”

Catalog, repository, subject guides, library web site, NTIS full-text document server, finding aids

Log-in at point of entry to restricted resources

Crosswalks needed for some

One Box – Basic Search

Field choices

Multiple Boxes - Advanced Search

Multiple fields and terms

Limits

Format

Language

Call Number

Illustrations

slide40

Links are customizable

Search

Catalog, SMARTech,

NTIS Document Server,

Subject Guides,

Library Web Pages

slide41

TRANSLATION OPTIONS – More on the way

Rotating display of Safari electronic collection

slide42

- Default is a Relevance SORT

- Can also SORT by Date, Call No., Author, Title

slide43

Narrow with FACETED RESULTS (Format, Call Number, Topic, Author

Narrow with SEARCH WITHIN option

slide47

Field searching available

Limits available --- Call no., Language, Format, Illustrations

slide48

- Links to SIMILAR ITEMS in collection

- Links to other resources (and Voyager!)

Link to Universal Catalog & GIL Recall functions for checked out items

slide51

Provides CITATIONS in APA & MLA formats …

Can Direct Export records to EndNote …

(also Refworks & Zotero)

slide52

Can send records to cell phone …

Can send records via email …

slide58

MY ACCOUNT shows FAVORITES and Tags

Links to MY ACCOUNT information

slide59

Checked Out Items

Links to MY ACCOUNT information

Holds and Recalls

Fines

slide61

COMING SOON?

Audio linked here!

Link to SMARTech

Item level link

questions

Questions?

http://finder.library.gatech.edu/vufind/

gil opac committee vufind pilot project1

GIL OPAC Committee & VuFind Pilot Project

Rebecca Drummond, Chair GIL OPAC Commitee

introductions gil opac committee presenters1
Introductions:GIL OPAC Committee presenters

Bob Trotter-GIL Site Coordinator and Head of UNIX Systems Support, University of Georgia Libraries

Bill Clayton-Assistant University Librarian for Systems, University of Georgia Libraries and oversees GALILEO programming and GIL Service Site at UGA

Lori Critz- Co-Chair GIL OPAC Committee and Asst. Dept. Head Information Services Dept., Instruction Coordinator/Web Content Coordinator, Georgia Institute of Technology Library & Information Center

Larry Hansard-Technical Project Director, Systems, Georgia Institute of Technology Library & Information Center

Rebecca Drummond-Chair GIL OPAC Committee and Subject Liaison, Liaison & Outreach Services, Georgia State University Library

gil opac committee charge
GIL OPAC Committee Charge

Our original charge included the following tasks:

Review VuFind (open source catalog interface,) as a possibility for a new OPAC interface for WebVoyage 7 (December 2008 release.)

Set up pilot projects to test VuFind at Georgia College & State University; Georgia Institute of Technology; Georgia Southern University; Georgia State University; Medical College of Georgia; South Georgia College; University of Georgia; and Valdosta State University.

Participate in testing and evaluation of VuFind in the pilot phase and advise the GIL Service Site Coordinators on refinement and customization of VuFind.

Based on testing and evaluation, decide if VuFind can be recommended as the new GIL interface (December 2008.)

If VuFind is not the best interface, advise site coordinators about how to customize the Voyager 7 OPAC interface.

gil opac committee
GIL OPAC Committee

Chair-Rebecca Drummond (GSt.U); CoChair Lori Critz (Ga.Tech)

Pilot Site Members: Christine Zuger (GCSU); Larry Hansard (Ga.Tech); Jonathan Harwell (GSo.); Laura Burtle, Claudia Shorr (GSt.U); Mary Ann Jones (Med.C.GA); Jacqueline Vickers (So.Ga.C); Bill Clayton, Susan Curtis, Tom Frieling (UGA); Cliff Landis (VSU).

Other Representatives: MerryllPenson (BOR); Kelly Robinson & Bob Trotter (GIL Site); Lauren Fancher & Brad Baxter (GALILEO); Sheila McAlister (Digital Lib. Of GA); Pat Borck (Macon St.); Cathy Jeffrey (Clayton St.); Angela Megaw (Gainesville St.); CarylNemajovsky (Darton St.); Fay Verburg (Augusta St.)

committee work
Committee Work

GIL OPAC Committee met in July to talk about the feasibility of VuFind Pilot Projects .

Cliff Landis (VSU) Set up GIL OPAC Committee VuFind Voter Blog to discuss issues, bugs, and features of VuFind. http://www.valdosta.edu/library/opac/

Bob Trotter (UGA GIL Site) set up pilot sites in test mode. The sites are being reconfigured and are currently unavailable.

Committee members met on WIMBA to discuss various issues such as conducting usability tests, features desired in pilot sites, and features of other VuFind sites.

committee work cont
Committee Work Cont.

Sub groups were set up to examine searching, facets, navigation, and other desired aspects for customization. Members communicated by email, conference call, or used the blog.

The group used documents posted through Google Docs for usability study sample questions, setting up usability studies , and to make assignments for subteams. The group also reviewed reports on usability studies such as the Yale report (see http://www.library.yale.edu/libepub/usability/yulstudies.html for this report and other Yale usability studies.)

Committee reviewed other VuFind sites to discover desired features: Villanova , Georgia Tech., I-Share, National Library of Australia.

gil opac committee s vufind voter blog http www valdosta edu library opac
GIL OPAC Committee’s VUFind Voter Blog: http://www.valdosta.edu/library/opac/

Committee members can post.

Participants & others leave comments

Vote

vufind pilot projects
VuFind Pilot Projects

The pilot sites were “out of the box” and needed customization.

There were “bugs” such as advanced search defaulting to “OR”; advanced search getting ‘no hits’; facets not loading.

Due to these problems, we don’t expect that we will be ready to implement VuFind in January 2009.

We plan to continue to review, look at the configuration of the sites, then make recommendations.

Villanova released 1.0 10/16/08, so customization of pilot sites should start soon.

vufind catalogs used by committee
VuFind catalogs used by Committee

Villanova- The birthplace of VuFind.

Georgia Tech. –Technically a pilot site, but they are further along in the process so the committee used this site for searching and testing.

I-Share- Illinois consortium catalog.

National Library of Australia- Live instance of VuFind as their main catalog interface.

villanova vufind catalog
Villanova VuFind catalog

Links to old catalog & others

national library of australia vufind catalog
National Library of Australia VuFind catalog

Includes Google books

Old catalog link

next steps
Next Steps

Load newest/best VuFind release for pilot sites.

Conduct the pilot testing.

Conduct usability tests (GIL OPAC Committee).

Make final determination.

Run parallel interfaces of VuFind and Web Voyage.

Refine the WebVoyage 7 interface if VuFind is found to not be a practical option.

questions comments for
Questions & Comments? For…..

Bob Trotter

Bill Clayton

Lori Critz

Larry Hansard

Rebecca Drummond

Merryll Penson