1. Jennifer Bowen, University of Rochester Canadian Library Association, Program C15 June 3, 2010, Edmonton, Alberta Preparing for the Next Generation of Resource Discovery Tools using eXtensible Catalog Software 1

2. Agenda What is the eXtensible Catalog (XC)? Why should you care about XC? Overview of XC Software How XC contributes to improved metadata Status of XC Development 2

3. XC Software Overview eXtensible Catalog is open source, user-centered, next generation software for libraries. Four XC software components: used together, provide an end-to-end discovery system to connect library users with resources Or can be used independently or in combinations to address a particular need. 3

4. XC Project Partners, Supporters University of Rochester The Andrew W. Mellon Foundation Consortium of Academic and Research Libraries in Illinois (CARLI) University of Notre Dame Rochester Institute of Technology Kyushu University working with NTT-Data University of North Carolina at Charlotte Serials Solutions University at Buffalo Cornell University Yale University Ohio State University Nylink

5. XC - Worldwide

6. Library discovery systems outdated New discovery systems don’t really meet libraries and users needs Metadata only works in library systems Library users turn to Google instead Libraries in danger of being marginalized Libraries look for other technological solutions Libraries look to replace discovery system

7. Library discovery systems outdated New discovery systems don’t really meet libraries and users needs Metadata only works in library systems Library users turn to Google instead Libraries in danger of being marginalized Libraries look for other technological solutions Libraries look to replace discovery system

8. Breaking Through the Clouds Legacy MARC metadata is holding us back Making major changes to library metadata and systems is expensive Metadata experts disagree about how to/whether to make changes 8

9. Regarding Metadata… How do we even get started? 9

10. XC Software: A Place to Start Choices for libraries concerning technology Opportunities to make the best possible use of library metadata An architecture for moving and managing metadata A low-risk way to try new things while also maintaining the status quo 10

11. XC Software Overview User Interface Faceted, FRBRized, customizable search interface Web application framework for libraries Metadata Tools Automated processing of large batches of metadata Connectivity Tools Between XC and an ILS Harvest and synchronize metadata with OAI-PMH Circulation and authentication with NCIP 11

12. MARCXML DC XC Software Components User Interface for searching and browsing Library Website (on Drupal) Integrated Library System Repository XC Drupal Toolkit Tools for automated processing of large batches of metadata XC Metadata Services Toolkit Tools for connectivity between XC and an ILS XC Circ. Status/Req. Authentication XC NCIP Toolkit 12 XC OAI Toolkit

13. User Interface for searching and browsing Tools for automated processing of large batches of metadata Tools for connectivity between XC and an ILS MARCXML DC Library Website (on Drupal) Integrated Library System Repository XC Drupal Toolkit XC Metadata Services Toolkit Circ. Status/Req. Authentication XC NCIP Toolkit XC OAI Toolkit Metadata Services Toolkit XC 13 Library Website (on Drupal) Integrated Library System Repository XC Drupal Toolkit Circ. Status/Req. Authentication XC NCIP Toolkit XC OAI Toolkit

14. Metadata Services Toolkit Features: New type of staff client for processing large batches of metadata through a set of services. Harvest from multiple repositories to address format and quality issues. Automatic synchronization propagates changes through services and on to discovery interface. 14 MARCXML DC Library Website (on Drupal) Integrated Library System Repository XC Drupal Toolkit XC Metadata Services Toolkit Circ. Status/Req. Authentication XC NCIP Toolkit XC OAI Toolkit Library Website (on Drupal) Integrated Library System Repository XC Drupal Toolkit Circ. Status/Req. Authentication XC NCIP Toolkit XC OAI Toolkit XC

15. Metadata Services Toolkit Services clean up/normalize inconsistent metadata Aggregate metadata from multiple repositories Converts MARC/Dublin Core metadata into XC Schema metadata for use in XC User Interface MST is not a metadata editor (but can eventually incorporate one) 15

16. Metadata Services Toolkit Tasks – Add Repositories – Schedule Harvests – Add Metadata Services – Add Processing Rules – Browse Records – View Logs – Set up Users/Groups 16 Get metadata Verify results/ Troubleshooting Tell MST what to do with metadata Admin functions

17. XC Metadata Services Normalization – clean up MARCXML Dublin Core Transformation – one schema to another Aggregation – combine multiple repositories Authority Control (planned) – validation 17

18. XC Metadata Opportunities MST = Infrastructure for “FRBRization” RDA in a non-MARC Environment XC Schema combines elements from various other schemas, including RDA Semantic Web/Linked Data URIs for all elements in XC Schema 18

19. MARC to XC Schema Transformation XC Work XC Expression XC Manifestation XC Holdings MARC Bibliographic MARC Holdings Includes some RDA data elements All data elements have URIs

20. Metadata Opportunities 20 What if we’ve gotten this ALL WRONG?

21. XC Enables Experimentation Harvests a copy of metadata from an ILS or repository Very low risk of data corruption XC propagates changes throughout the system Web interfaces for trouble-shooting “Sandbox” for experimentation 21

22. MARCXML DC XC Software Components User Interface for searching and browsing Library Website (on Drupal) Integrated Library System Repository XC Drupal Toolkit Tools for automated processing of large batches of metadata XC Metadata Services Toolkit Tools for connectivity between XC and an ILS XC Circ. Status/Req. Authentication XC NCIP Toolkit 22 XC OAI Toolkit

23. User Interface for searching and browsing Tools for automated processing of large batches of metadata Tools for connectivity between XC and an ILS Drupal Toolkit (User Interface) 23 Integrated Library System MARCXML DC Library Website (on Drupal) Repository XC Drupal Toolkit XC Metadata Services Toolkit XC Circ. Status/Req. Authentication XC NCIP Toolkit XC OAI Toolkit Integrated Library System MARCXML DC Repository XC Metadata Services Toolkit XC Circ. Status/Req. Authentication XC NCIP Toolkit XC OAI Toolkit

24. Drupal Toolkit (User Interface) Integrated Library System MARCXML DC Library Website (on Drupal) Repository XC Drupal Toolkit XC Metadata Services Toolkit XC Circ. Status/Req. Authentication XC NCIP Toolkit Features XC OAI Toolkit Integrated Library System MARCXML DC Repository XC Metadata Services Toolkit XC Circ. Status/Req. Authentication XC NCIP Toolkit XC OAI Toolkit Built on top of Drupal Single search interface across: Library catalog Digital repository Website resources Faceted browsing of results FRBRized metadata Integration with ILS circulation system 24

25. XC User Interface Features Extensive Customization of Themes Facet definitions Displays Indexes Takes advantage of XC Schema, metadata granularity, FRBRized metadata structure 25

26. Kyushu University Library – Drupal UI 26

27. Kyushu - Search results in Japanese Reasons why these items are shown Query : America Japan Translated : Faceted navigation 27

28. Faceted browsing of search results 28

29. Customizable Facet Definitions 29

30. Edit Authors/Contributors Facet 30

31. Edit Format Facets 31

32. Customizable Result Lists 32

33. Customizable Full Record Display 33

34. Custom “Browse” pages Configured using menus, no programming Customize a page for particular users, collections Pre-set a “limit” based upon metadata values, e.g. DVDs and Videos Electronic Journals/Databases Juvenile Materials Search a specific location 34

35. Find DVDs and Videos 35

36. Find DVDs and Videos – Genre Browse 36

37. XC’s Contribution More Control over Metadata More Options for Customizing the User Interface 37

38. Status of XC Development XC software available for free download via www.extensiblecatalog.org www.extensiblecatalog.org Ongoing XC development includes: testing with a range of data performance work code refinement documentation 38

39. eXtensible Catalog Organization, LLC New funding/governance structure Maintains and improve XC software Provides guidance and direction for XC Fosters a community of XC users/developers Become an XCO sponsor! 39

40. www.eXtensiblecatalog.org Jennifer Bowen jbowen@library.rochester.edu