1. eXtensible Catalog David Lindahl University of Rochester

2. eXtensible Catalog Project The eXtensible Catalog (XC) project continues through January, 2010 We are completing user research, building software, and doing long term planning. XC has been funded through the generous contributions of the Andrew W. Mellon Foundation, and is hosted at the University of Rochester, River Campus Libraries.

3. Partnerships LibLime Casey Bisson Georgia PINES CornellOhio StateYaleRochester User Research Partners: Technology Development Partners: Evergreen Koha Scriblio Aleph Voyager III Notre Dame CARLI (Illinois) Oregon StateRIT SUNY Buffalo Rochester

4. eXtensible Catalog Project Studying users Building software – Set of open-source tools for libraries – Works alongside existing library systems – Provides improved resource discovery – Available at eXtensibleCatalog.orgeXtensibleCatalog.org Defining governance

5. 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

6. 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

7. 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

8. How is XC different? Metadata management – Aggregation – FRBRization – Improves other discovery interfaces Uses standards Native web content User generated metadata

9. Software Overview User Interface: Metadata Tools: Connectivity: Drupal Toolkit OAI Toolkit Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation NCIP Toolkit LMS Toolkit

10. OAI-PMH ILS Software Overview Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: OAI ToolkitNCIP Toolkit Connectivity: Drupal Toolkit User Interface: Repository NCIP LMS Toolkit

11. 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

12. Software Overview Integrates circulation with NCIP – NCIP Toolkit + ILS – XC discovery interface talks NCIP – Live circulation status – Authentication – Places circulation requests (hold, recall, etc)

13. Setting Up XC XC SoftwareTaskPurpose 1OAI ToolkitInstall, configureSync ILS metadata with XC 2OAI ToolkitWrite custom scriptsAutomate export of ILS data 3NCIP ToolkitInstall, configureAccess circulation features 4Metadata Services Toolkit Install, configureAggregate/improve metadata 5Metadata Services Toolkit Select sources, setup harvests and services Orchestrate the aggregation and processing of metadata 6N/AInstall Drupal CMSWebsite platform 7Drupal ToolkitInstall, configureXC discovery user interface

14. XC Connectivity Evergreen KohaIlliad Aleph Voyager III DSpace CONTENTdm Fedora Evergreen Koha Aleph Voyager III OAI-PMH Repositories OAI ToolkitNCIP Toolkit Connectivity:

15. ILS Converter ILS- to XC-Item OAI Toolkit ILS MARC Bibliographic Records MARC Holding Records MARC Authority Records Item Records ILS Record Export Script RAW MARCXML records available for harvest via OAI-PMH RAW XC-item records available OAI-PMH Provider Converter MARC to MARCXML Database (XML records) Loader (synchronizes) XSLT Transformation (optional) XML OAI ToolkitNCIP Toolkit Connectivity: XML

16. ILS NCIP Toolkit OAI ToolkitNCIP Toolkit Connectivity: NCIP Toolkit ILS (Voyager) Aleph Interface III Interface Illiad Interface Voyager Interface Request Listener Request Handler ILS Interface Configuration File

17. NCIP OAI-PMH ILS Software Overview Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: OAI ToolkitNCIP Toolkit Connectivity: Drupal Toolkit User Interface: LMS Toolkit

18. Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: New type of cataloging tool Services – Automated – Configurable – Pluggable User interface for library staff, not end users

19. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

20. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

21. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

22. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

23. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

24. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

25. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

26. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

27. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

28. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: Error Info

29. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

30. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

31. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

32. NCIP OAI-PMH ILS Software Overview Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: OAI ToolkitNCIP Toolkit Connectivity: Drupal Toolkit User Interface: LMS Toolkit

33. 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

34. 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

35. 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

36. ExLibris Applications Application?Detail AlephUsing OAI and NCIP Toolkits VoyagerUsing OAI and NCIP Toolkits SFXXC discovery UI includes OpenURL MetalibCustom integration with Drupal PrimoAble to harvest improved MARC VerdeBuild custom services in MST DigitoolOAI-PMH Harvestable bX RecommenderXC discovery UI includes OpenURL MARCitLicense to display in alternate UI

37. Opening the code Code4lib Open source license eXtensibleCatalog.org – Releases – Documentation – Source Code Providing feedback Contributing code

38. Sustaining the XC Community eXtensible Catalog Organization Board of Managers Two staff developers Founders Supporters Corporate Affiliates

39. 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

40. eXtensibleCatalog.org David.Lindahl@rochester.edu