1. DEEP SEARCH Application of Primo Deep Search between Northwestern and Vanderbilt and Other Extended Searching & Request Features Plus Bonus Item (Social Media Login) IGeLU 2015 Michael North - Northwestern University

2. Todays Topics Deep Searching of Vanderbilt's TV News Archives Collection Extended Searching Into Google Scholar and UBorrow (ILL) One Click ILL Requests (via ILLiad) from Book Records that are not available (checked out). BONUS ITEM : Social Media Login

3. Deep Search Project Shout Out : THANKS ! ! !

4. What is Deep Search ? Provides method to search a remote resource using API calls and integrate results with other sources (local index, PCI) Deep search non-Primo index – Needs a custom third node plugin WorldCat and EBSCO plugins are delivered Primo index – Use the delivered plugin – Good integration since the same basic PNX is utilized – Can work with providing site additional information is needed

5. Deep Search Use Case Vanderbilt was contacted by Northwestern requesting a collaborative project whereby Northwestern would “deep search” the Vanderbilt’s TV News Archives. Northwestern is a subscriber to the Vanderbilt TV News Archives Collection. Over a million records of TV News Archives. Northwestern wished for a “proof of concept” to begin a series of projects that would eventually lead to enhanced searching.

6. What is TVNews ● Established in August 1968 at Vanderbilt ● Records nightly national news and selected additional news events ● Provides streaming access to broadcasts and abstracts to sponsors and subscribers ● Currently over 1 million records available

7. The beginning (3 years ago) ● Northwestern subscriber to TVNews since 2006 ● Needed better method than searching different site ● Potential increase use of the service

8. Starting the Idea

9. Use Case Idea ! What if the Northwestern Medill School of Journalism said they would like a library “VIEW” with only Journalism resources from around the country “viewable” in one place for their students ??? Lets start with the Vanderbilt University TV News Archives.

10. Process -- provider side Very straight forward ● Define scope with the records to be shared ● Add ip address(s) to the “WS and XS IP” mapping table o Hosted sites -- private ips are needed

11. 1.

12. Requester site Now for the hard part at Northwestern

13. Two Resources of Instructions (1) Salesforce KCS How To Article titled : How to setup Primo to search a remote Index and/or another Primo site? (2) Developers Network Deep Search

14. Salesforce KCS How To Article titled

15. https://exlibrisgroup.my.salesforce.com/articles/How_To/How-to-setup-Primo-to-search-a-remote-index- andor-another-Primo-site?caseId=5006000000ZseX0&popup=true&isCaseCreation=1

17. Developers Network Info

18. Deep Search : This plug-in allows sites to extend Primo search capabilities beyond Primo local search, Primo Central Index (PCI), and remote search via MetaLib.

19. * Configurations will be moved to Mapping Tables after the April Primo Release

20. Instructions : What was missing ? The KB article forgot to mention that the target institution has to add the requesting server IP address to the WS & XS Mapping table to allow access. We had to use Private IP’s – this caused a long delay in development. Scope is REQUIRED (not optional) : if you do not use a specific scope in the thirdnode-config.xml stanza, you must use “scope=none.”

21. Procedure Used 1. Target Site : add IP's to WS & XS code table (using Private IP’s if hosted) 2. Requester Site : edit "thirdnode-config.xml" file (create adaptor stanza). 3. Requester Site : set up search scope in Thirdnode-config.xml file : either specific "scope name“ or "none“ (the scope will be provided by target institution). 4. Requester Site : Add ID to "Third Node Adaptors" code table. 5. Requester Site : In views wizard, create a scope and add the thirdnode ID to this scope. 6. Add the thirdnode scope to Primo search tab (or in our case, the view).

22. 2. Thirdnode-config. xml Adaptor Sections : ID Primo Services Warmup Cache Parameters host port scope located in /exlibris/primo/p4_1/ng/primo/home/system/search/conf

23. ID Class_Name Primo_Services FALSE means “local false” and will use whatever the Target ranking and facets are set up as.

24. Warmup Cache

25. 3. PARAMETERS Host Port Scope * Another delay point for me was the Scope….it is mandatory and I originally did not use the Scope. The scope is the target sites scope that you want to use.

26. 4. Go to 'Third Node Adaptors' code table – add the relevant ID from in the xml.

27. 5. Go to Views Wizard, create a scope and add the thirdnode scope.

29. 6. Add the thirdnode scope to relevant Primo search tab.

31. Testing Connectivity NOTE : even though TELNET appeared to work, no connectivity had been made with the Vanderbilt server in early tests. This was because I was using the regular server IP address and not the private IP address.

32. A “gotcha”

33. WGET Server Testing Even though you do not have your Primo View or Tabs set up yet, you should be able to do this test to verify connectivity after target institution updates with private IP’s.

34. PNX Metadata from Vanderbilt

37. DRUMROLL PLEASE ……… Remember….I am not a web designer so do not laugh too loud when you see my “proof of concept” TV News Archives View !

38. Display can be 1 of 3 methods:.1. Whole View.2. Tab search.3. blind inclusion in view (regular view).

40. FACETS Uses Target Site’s Faceting

41. DETAILS TAB

43. ISSUES to Consider Firewall / IP issues for the NBC video’s that are available online. Linking to Vanderbilt Check-Out Page. (may use similar technique as ILL link)

44. What does Deep Search mean ? Sharing of electronic resources between institutions. Do not need to add millions of records to your Primo DB. NO HARVESTING ! ! ! Next Project Example : Africana Image Collections Northwestern University has a comprehensive Africana Library Collection, which includes special Image Collections (Africana Maps, Africana Posters, Winterton Image Collection, etc). Using Deep Search, we can enrich our “discovery” by adding image collections from other universities, and of course, this can be a reciprocal arrangement. A “win-win” for everyone, especially for library patrons.

45. * Add other institutions Africana Collections here !

46. Part Two: Extended Searching…continued Originally saw this on the Purdue University website….and when implemented lead us to develop Part Three : Extended Request via Relais API.

47. Load HTML File onto server

48. Layout Editor Order counts Must be on top !

49. Extended Search Tile This also works for WorldCat but we chose to turn that option off.

50. UBorrow

51. Part Three: Extended Requests via ILLiad (ILL)

52. Relais API Usage at Northwestern A user who is “ logged in ” to Primo searches for a book. In one case the book is available (nothing happens) but in the second case, the book is “ checked out ” and a script detects this and uses the Relais API to initiate, fill out, and save an ILL request, all with one mouse click. In the above image, the book is available so no link to the ILL (UBorrow/ILLiad) is visible.

53. The script determines if the book has been checked out. If the book has a status of “Checked Out” then the “Place an ILL request” link will appear.

54. By clicking the “Place an ILL request” link, the ILL form is automatically filled in, submitted, and placed in the Requests section for further processing by ILL staff.

55. The user is automatically authenticated into the ILL and the book is automatically placed in the Outstanding Requests (with the form automatically filled out from fields in Primo record). From here, ILL staff will process the request and the patron will be notified when the book is ready for pickup. The patron was able to place an ILL request with a single mouse click ! ! !

57. Northwestern branding underway

58. Thank You Michael Northm-north@northwestern.edum-north@northwestern.edu