1. Rendering Syndicated Library Content in an Institutional Portal: Integrating MyLibrary into uPortal John Fereira: Cornell University Eric Lease Morgan: University Libraries of Notre Dame

2. This presentation describes two applications, uPortal and MyLibrary, as well as demonstrates how these applications can be used together to facilitate user-driven, focused, and personalized interfaces to information resources such as library materials. Introduction

3. uPortal: What is it? Enterprise/Institutional portal, a JA-SIG project Framework for presenting aggregated content Personalization (both content and layout) Role based access control Open Source, collaborative effort Java web application

4. Portal vs. Gateway Gateway: A collection of resources organized for the end-user by subject, often searchable Portal: A collection of resources and applications with a customizable layout, often performed by the end user

5. Customizable layout Tab/Column Tree/Column Deck of cards (for WML devices) Channel controls Preferences

6. Tab/Column layouts

7. Channel Controls Help Info Edit Focus Minimize Detach Remove

8. Channel Types Inline Frame channel Image channel RSS channel Web Proxy channel Applet channel XML Transformation Custom channel Remote channel

9. Inline Frame Channel Loads a basic web page Does not support Netscape 4.x, IE 4 and earlier Clicked links output remains in the channel

10. Inline frame example

11. Image channel Displays an image Optional caption Clicking on the image loads a URL which replaces uPortal page

12. Image channel example

13. RSS channel Rich Site Summary (developed at Netscape) Simple to implement Look and Feel hard coded by specification Good for links to external resources Can be static or dynamically generated Ideal for syndicated content Look and feel restricted by specification Links open outside the portal in new window

14. Rss channel example

15. Web Proxy Channel Well formed html or xml Uses built in uPortal styles (xslt, css) Supports form processing Clicked links can open in channel or in separate window Can not use embedded javascript Allows passing of authentication information and other attributes to channel Good balance of flexibility and complexity

16. Web Proxy example

17. Applet Channel Limited use Requires knowledge in Java to create Applet Good for demonstration purposes

18. Applet example

19. Simple XML transformation Requires a URL to XML output (static or dynamic) Requires an XSLT stylesheet Portal renders output

20. XML transformation example

21. Custom Channel Most complex, most powerful Complete java application which outputs XML Requires one or more XSLT stylesheets for display Implements uPortal interfaces uPortal itself is a collection of Custom channels (login/logout, layout, preferences)

22. Custom Channel

23. Remote Channel Implemented using SOAP (Jakarta Axis) Allows publishing of channels defined in another uPortal instance Remote channel can be a web service Provides means of integrating Institutional portal with library portal

24. Personalization Single Sign-on authentication/authorization configurable credentials passed on to channels Role based channels Groups and permissions Assigned at channel publishing time Personalization by end user Layout, content, appearance

25. Preferences

26. Skins

27. Links JA-SIG uportal http://mis105.mis.udel.edu/ja-sig/uportal/ Cornell uPortal http://guest.uportal.cornell.edu http://guest.uportal.cornell.edu University of Kansas Medical Center http://my.kumc.edu http://my.kumc.edu Illinois State uPortal tour http://www.ilstu.edu/icampus/index.html http://www.ilstu.edu/icampus/index.html

28. Getting uPortal uPortal Web Site http://mis105.mis.udel.edu/ja-sig/uportal/download.html –uPortal-Only (2.1.3) »Needs configuration –Quick-start (2.1.3) »Contains web container, db

29. What is MyLibrary? A database-driven website application for libraries A user-driven, customizable interface to library collections and services Open source software written in Perl

30. A brief history Focus group interviews in 1997-98 Version 1.0 and made open source in 1998 Presently at version 2.63 and developed primarily at the University Libraries of Notre Dame

31. Features Creates and maintains lists of Internet resources based on name/title, URL, scope note, format, and “discipline” Recommends different resources using a tiered approach Customizable by the hosting library as well as the end-user Creates reports in various formats such as HTML, tab-delimited files, and XML streams

32. XML streams and uPortal Using the “RESTful” Web Service technique of communication, uPortal is able to aggregate content syndicated from MyLibrary. uPortal requests a URL from MyLibrary and MyLibrary returns an XML/RSS stream of content.

33. Demonstration [Psst, Eric, do the demonstration here!]

34. MyLibrary version 3.0 No loss of functionality OOP Perl code Better database normalization No more limitations to Piles A, B, C, D, & E Hopefully more extensible

35. The End uPortal http://mis105.mis.udel.edu/ja-sig/uportal/ MyLibrary http://dewey.library.nd.edu/mylibrary/