1. 1 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents X-Server integration with the CDL Common Framework Using SOAP and XML to access Metalib LITA National Forum, October 1, 2005 Michael McKenna, CDL michael.mckenna@ucop.edu

2. 2 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents Overview: Metalib X-Server (/X) Currently supports basic services XML interface Modeled after Web Services (request/response) Core interface to MetaLib Data presentation in other application E.g., a university portal or an institution’s courseware management system

3. 3 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents (/X) Basic Interface Login User Authentication / User Affiliation Retrieve Resources Search Resources Retrieve Search Status Report Combine Result Sets Retrieve Search Results

4. 4 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents (/X) Upgrades /V Version 3.11 to 3.12? 196 files changed – for one instance (UCOP) 2,354 files changed – across all campuses Upgrade script saves and marks changed files “diff” and decide to keep changes or modify. Merge to recreate prototype interface /X Does not touch our UI May require modifications to Common Framework (CF) Manager Layer Generally, existing CF functionality is left unchanged /V = vanilla html interface/X = X-Server XML interface

5. 5 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents (/X) Development Methodology /V Cannot use CVS easily Cannot see UI changes unless Metalib can see files Cannot have unlimited Metalib instances Be careful not to trash other’s work! Keep close tabs on changes Do regular file system backups /X Use CVS and Java IDE Integrate with Common Framework development environment /V = vanilla html interface/X = X-Server XML interface

6. 6 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents (/X) Development Methodology /V Example – to customize simple search, change all the following: quick-1, quick-2-end, quick-3- body, quick-details, quick-1- body, quick-2-end.orig, quick- 3-head, quick-details-info, quick-1-head, quick-2-head, quick-3-js, quick-full, quick-1- tail, quick-2-tail, quick-3-no- results, quick-help, quick-1- toolbar, quick-2-toolbar, quick- 3-tail, quick-help-main, quick- 1-toolbar-pd, quick-2-wait, quick-3-toolbar, quick-js, quick-2, quick-3, quick-8- body.spa, quick-main-help /X To brand or create new simple search, change only of the following: search.jsp /V = vanilla html interface/X = X-Server XML interface

7. 7 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents CDL Common Framework Integrated interfaced for (most) all University of California CDL managed information services Based on Web Services Packaged for internal use by UC libraries and departments

8. 8 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents Common Framework Web Service Layers User Interface HTML, JSP, PHP, CSS, etc. as needed STRUTS Client Layer Handlers that talk to the SOAP Service Layer Service Layer Interface, published as a SOAP Web Service (J2EE) Manager Layer Portability layer in front of Applications Application Layer Integrated information and repository systems

9. 9 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents Common Framework Web Service Layers User Interface HTML, JSP, PHP, CSS, etc. as needed STRUTS Client Layer Handlers that talk to the SOAP Service Layer Service Layer Interface, published as a SOAP Web Service (J2EE) Manager Layer Portability layer in front of Applications Application Layer Integrated information and repository systems

10. 10 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents Overview: Common Framework

11. 11 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents (/X) CF Integration (MAX) Use existing modules as templates Access Client –> Metasearch Client Access Service -> Metasearch Service Query Manager -> Metasearch Manager New Modules XTF / SRU Struts or JSP layer -> User Interface New interface Metasearch Manager to Metalib Metalib to XTF / SRU

12. 12 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents (/X) CF Integration (MAX) Use existing layers as templates Access Client –> Metasearch Client Access Service -> Metasearch Service Query Manager -> Metasearch Manager New Modules XTF z39.50 Struts or JSP layer -> User Interface New interface Query Manager to Metalib Metalib to XTF / SRU

13. 13 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents (/X) CF Integration (MAX) Use existing layers as templates Access Client Access Service Query Manager New Modules XTF z39.50 Struts or JSP layer New interface Query Manager to Metalib Metalib to XTFz39.50

14. 14 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents MAX Logic Flow Connect Authorize Site Find Resource Search Status Results

15. 15 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents

16. 16 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents

17. 17 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents

18. 18 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents /X Issues Limited buffer sizes in ML /X Being fixed by ExLibris using Apache for 3.13 Limited number of databases that can be searched Same limits as MetaLib – communicate in ConnectService Balance Speed vs. Coverage Response time, time-outs Communicate parameters in ConnectService

19. 19 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents Future Finish Metasearch Service implementation Usability Study / UX Design Write Client Layer / STRUTS Write User Interface Beta Roll-out Fall/Winter 2005 New MetaLib /X ver., 3.14?

20. 20 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents Future New Metalib Web Services? ExLibris New Discovery Web Services

21. 21 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents Thank you! michael.mckenna@ucop.edu

22. 22 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents

23. 23 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents

24. 24 Metalib and XML 2005 LITA National Forum (c) 2005, M. McKenna, UC Regents