Discovery Layer Strategies for Kuali OLE: Indiana University
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Kuali Days UK, London | October 29 2013 | Courtney Greene McDonald, Indiana University
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Discovery Layer Strategies for Kuali OLE: Indiana University
- 1. Discovery Layer Strategies for Kuali OLE Courtney Greene McDonald, Indiana University Frances McNamara, University of Chicago Andrew Preater, Senate House Libraries, University of London 29-30 Oct 2013 | Senate House, London | tweet at #kduk13
- 2. Discovery Layer Strategies for Kuali OLE Indiana University Courtney Greene McDonald Head, Discovery & Research Services IU Bloomington Libraries crgreene@indiana.edu 29-30 Oct 2013 | Senate House, London | tweet at #kduk13
- 3. A few words about Indiana University Nine campuses, 50 libraries IUCAT – shared statewide online catalog SirsiDynix Symphony ILS System-wide request delivery Diversity of collections (monographs, e-resources, various media, digital collections) 8 mil bibliographic records Statewide participation leads to a complex data environment: - Who shares records? What records? How? - Cataloging services provided to “extra-systems” libraries - Vendor records - Widely varying formats, classification schemes; numerous languages IPFW
- 4. A few words about Indiana University Nine campuses, 50 libraries IUCAT – shared statewide online catalog SirsiDynix Symphony ILS System-wide request delivery Diversity of collections (monographs, e-resources, various media, digital collections) 8 mil bibliographic records Statewide participation leads to a complex data environment: - Who shares records? What records? How? - Cataloging services provided to “extra-systems” libraries - Vendor records - Widely varying formats, classification schemes; numerous languages IPFW
- 5. A few words about Indiana University Nine campuses, 50 libraries IUCAT – shared statewide online catalog SirsiDynix Symphony ILS System-wide request delivery Diversity of collections (monographs, e-resources, various media, digital collections) 8 mil bibliographic records Statewide participation leads to a complex data environment: - Who shares records? What records? How? - Cataloging services provided to “extra-systems” libraries - Vendor records - Widely varying formats, classification schemes; numerous languages
- 6. IUCAT Classic One-size-fits-all public interface has its costs How to best serve all campuses and enable flexibility?
- 7. Discovery Layer Selection • Review took place in early 2011, candidate applications were Blacklight & VuFind • Either system judged able to fulfill baseline requirements • Report & recommendations available at: http://hdl.handle.net/2022/13621
- 8. Highlights on Selection • Reasons for choosing Blacklight • Exceptional flexibility • Development community Other general requirements included • • • • • Integrate non‐MARC metadata from local collections Integrate with technologies enabling single sign on for login to IUCAT services (My Account, tagging, lists, etc) & off‐campus access to online resources. Permalinks for records & searches Generate properly formatted citations for major styles (Chicago, APA, MLA). Single search box on screen (with access to advanced search) that performs a keyword search using an index defined by librarians.
- 15. Implementation • Work began in Summer 2011 • public beta release in November 2012 • transition to Blacklight interface as primary entry point in May 2013 • A few details • • • • Ruby v PHP Data: Indexing, refreshing, displaying Campus views Browse Call Number
- 16. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display
- 17. Core Functionality • General Features & Functionality • Authentication & Account Management • Export & Sharing – Create multiple lists – Print / Email / Save search results, Text call # – RSS feeds for searches / new titles – Generate citations for major styles, export • Search Functionality & Results Display
- 18. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
- 19. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
- 20. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
- 21. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
- 22. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
- 23. General Features & Functionality Required • Create custom campus views • Permanent, stable URLs for records & searches Highly Desirable • Campus-specific “Ask a Librarian” links
- 28. Implementation: Ask A Librarian Improved patron service: directing reference questions submitted via IUCAT to the appropriate campus reference service routing patrons directly to campus library websites More details at: https://blogs.libraries.iub.edu/iucatbeta/2013/01/ask-a-librarian/ 11/7/2013
- 29. Implementation: Ask A Librarian
- 30. Implementation: Ask A Librarian
- 31. Implementation: call number browse
- 32. Implementation: call number browse
- 33. Implementation: call number browse
- 34. Implementation: tricky bits • Data • • • Configuration of indexes Going from more to less structured search Format fun! • Authentication & account management • • • • My Account services Off-campus authentication Single sign-on (sort of: 2 systems + limited resident access) Requesting items (2 systems: Sirsi + offsite storage) • Statewide scope
- 35. Implementation: tricky bits • Data Structures Group – Formed Data Structures Group: technical services staff (incl representatives from serials, music library, law library) • Charge: make and document recommendations for configuration of indexing and record display within Blacklight. This includes but is not limited to search indexes, faceting, the display of bibliographic records and other search and browse displays.
- 36. Implementation: tricky bits • Data Structures Group – Formed Data Structures Group: technical services staff (incl representatives from serials, music library, law library) • Charge: make and document recommendations for configuration of indexing and record display within Blacklight. This includes but is not limited to search indexes, faceting, the display of bibliographic records and other search and browse displays.
- 42. Publicity & user feedback
- 43. Publicity & user feedback
- 44. Looking forward • Lists • New titles • Enhanced views / additional customization by campus or format • Transition to Kuali OLE http://www.flickr.com/photos/waikikiweekly/3639971503/ http://www.flickr.com/photos/afeicht1/2797850952/
- 45. Discovery Strategy for Kuali OLE • Implement catalog discovery layer overlay (Blacklight) - check • Expected Kuali OLE Implementation December 2015 • Integration with Blacklight and Ebsco Discovery Service for subscribing campuses (Bloomington, Kokomo, South Bend) [using Ebsco Blacklight gem; similar functionality available for VuFind] • Integration with other structured data sources (not explicitly dependent on OLE migration) • IU Digital Collections • Other campus specific or contextual search data
- 46. Ebsco Discovery Service • IU Bloomington o EDS beta partner, launched as OneSearch@IU in August 2011 o Integrated into library site search/resource gateway search, link on home page, tab in subject guides, tabbed search box on Find Information page o Drupal 7 module for website integration • IU Kokomo o Launched Sept 2011 o Search box on home page, Find Information page, resources A-Z guide, and Public Access & Research Resources page • IU South Bend o Just launched for this academic year • All campuses share a single catalog extract
- 47. Architecture IUCAT (Blacklight) Campus specific IU Kokomo IU Kokomo IU Southeast IU Bloomington, South Bend SD Symphony Archival Collections Digital Library Collections 3rd Party Data APIs
- 48. Thank you! Courtney Greene McDonald crgreene@indiana.edu Access IUCAT: http://iucat.iu.edu/ Additional reading on the project • Moore, Kate B., and Courtney Greene. 2012. “The Search for a New OPAC: Selecting an Open Source Discovery Layer.” Serials Review 38 (1) (March): 24–30. • Greene, Courtney, Barbara Gushrowski, Randall Lent, Chris Evin Long, Mary Beth Minick, Kate Banet Moore, Gwendolyn Pershing, Mary Pagliero Popp, and Susan Skekloff. 2011. “IU Libraries Discovery Layer Task Force Summary Report and Recommendation”. Indiana University Libraries. http://hdl.handle.net/2022/13621.
Notas del editor
- 4 areas were identified in the Discovery Layer TF report Courtney just mentioned. Each of these areas included, required, highly desirable, and desirable attributes. I’ve selected some of the “big ticket items” that were either particularly crucial, unique, difficult or all of the above.General Features & Functionality - required and desired features and functionalities of the overall interface of the discovery layer as well as features and functionalities not easily classified under the other four rubric categories.Authentication & Account Management - Many of these functions are highly reliant upon the underlying ILS, and are crucial to maintaining a baseline level of patron services. Ultimately, public acceptance of the new interface for IUCAT and for the OLE project is dependent upon our ability to integrate with existing local systems used to facilitate identity management, to provide critical patron services related to account management, such as request delivery, holds management, renewals, etc., and to facilitate off‐campus access to campus‐specific electronic subscription‐based resources.Export & Sharing - citation services, creating bibliographies/lists, standard sharing functionsSearch Functionality & Results Display – features and functions of search and results display
- 4 areas were identified in the Discovery Layer TF report Courtney just mentioned. Each of these areas included, required, highly desirable, and desirable attributes. I’ve selected some of the “big ticket items” that were either particularly crucial, unique, difficult or all of the above.General Features & Functionality - required and desired features and functionalities of the overall interface of the discovery layer as well as features and functionalities not easily classified under the other four rubric categories.Authentication & Account Management - Many of these functions are highly reliant upon the underlying ILS, and are crucial to maintaining a baseline level of patron services. Ultimately, public acceptance of the new interface for IUCAT and for the OLE project is dependent upon our ability to integrate with existing local systems used to facilitate identity management, to provide critical patron services related to account management, such as request delivery, holds management, renewals, etc., and to facilitate off‐campus access to campus‐specific electronic subscription‐based resources.Export & Sharing - citation services, creating bibliographies/lists, standard sharing functionsSearch Functionality & Results Display – features and functions of search and results display
- 4 areas were identified in the Discovery Layer TF report Courtney just mentioned. Each of these areas included, required, highly desirable, and desirable attributes. I’ve selected some of the “big ticket items” that were either particularly crucial, unique, difficult or all of the above.General Features & Functionality - required and desired features and functionalities of the overall interface of the discovery layer as well as features and functionalities not easily classified under the other four rubric categories.Authentication & Account Management - Many of these functions are highly reliant upon the underlying ILS, and are crucial to maintaining a baseline level of patron services. Ultimately, public acceptance of the new interface for IUCAT and for the OLE project is dependent upon our ability to integrate with existing local systems used to facilitate identity management, to provide critical patron services related to account management, such as request delivery, holds management, renewals, etc., and to facilitate off‐campus access to campus‐specific electronic subscription‐based resources.Export & Sharing - citation services, creating bibliographies/lists, standard sharing functionsSearch Functionality & Results Display – features and functions of search and results display
- 4 areas were identified in the Discovery Layer TF report Courtney just mentioned. Each of these areas included, required, highly desirable, and desirable attributes. I’ve selected some of the “big ticket items” that were either particularly crucial, unique, difficult or all of the above.General Features & Functionality - required and desired features and functionalities of the overall interface of the discovery layer as well as features and functionalities not easily classified under the other four rubric categories.Authentication & Account Management - Many of these functions are highly reliant upon the underlying ILS, and are crucial to maintaining a baseline level of patron services. Ultimately, public acceptance of the new interface for IUCAT and for the OLE project is dependent upon our ability to integrate with existing local systems used to facilitate identity management, to provide critical patron services related to account management, such as request delivery, holds management, renewals, etc., and to facilitate off‐campus access to campus‐specific electronic subscription‐based resources.Export & Sharing - citation services, creating bibliographies/lists, standard sharing functionsSearch Functionality & Results Display – features and functions of search and results display
- 4 areas were identified in the Discovery Layer TF report Courtney just mentioned. Each of these areas included, required, highly desirable, and desirable attributes. I’ve selected some of the “big ticket items” that were either particularly crucial, unique, difficult or all of the above.General Features & Functionality - required and desired features and functionalities of the overall interface of the discovery layer as well as features and functionalities not easily classified under the other four rubric categories.Authentication & Account Management - Many of these functions are highly reliant upon the underlying ILS, and are crucial to maintaining a baseline level of patron services. Ultimately, public acceptance of the new interface for IUCAT and for the OLE project is dependent upon our ability to integrate with existing local systems used to facilitate identity management, to provide critical patron services related to account management, such as request delivery, holds management, renewals, etc., and to facilitate off‐campus access to campus‐specific electronic subscription‐based resources.Export & Sharing - citation services, creating bibliographies/lists, standard sharing functionsSearch Functionality & Results Display – features and functions of search and results display
- 4 areas were identified in the Discovery Layer TF report Courtney just mentioned. Each of these areas included, required, highly desirable, and desirable attributes. I’ve selected some of the “big ticket items” that were either particularly crucial, unique, difficult or all of the above.General Features & Functionality - required and desired features and functionalities of the overall interface of the discovery layer as well as features and functionalities not easily classified under the other four rubric categories.Authentication & Account Management - Many of these functions are highly reliant upon the underlying ILS, and are crucial to maintaining a baseline level of patron services. Ultimately, public acceptance of the new interface for IUCAT and for the OLE project is dependent upon our ability to integrate with existing local systems used to facilitate identity management, to provide critical patron services related to account management, such as request delivery, holds management, renewals, etc., and to facilitate off‐campus access to campus‐specific electronic subscription‐based resources.Export & Sharing - citation services, creating bibliographies/lists, standard sharing functionsSearch Functionality & Results Display – features and functions of search and results display
- 4 areas were identified in the Discovery Layer TF report Courtney just mentioned. Each of these areas included, required, highly desirable, and desirable attributes. I’ve selected some of the “big ticket items” that were either particularly crucial, unique, difficult or all of the above.General Features & Functionality - required and desired features and functionalities of the overall interface of the discovery layer as well as features and functionalities not easily classified under the other four rubric categories.Authentication & Account Management - Many of these functions are highly reliant upon the underlying ILS, and are crucial to maintaining a baseline level of patron services. Ultimately, public acceptance of the new interface for IUCAT and for the OLE project is dependent upon our ability to integrate with existing local systems used to facilitate identity management, to provide critical patron services related to account management, such as request delivery, holds management, renewals, etc., and to facilitate off‐campus access to campus‐specific electronic subscription‐based resources.Export & Sharing - citation services, creating bibliographies/lists, standard sharing functionsSearch Functionality & Results Display – features and functions of search and results display
- 4 areas were identified in the Discovery Layer TF report Courtney just mentioned. Each of these areas included, required, highly desirable, and desirable attributes. I’ve selected some of the “big ticket items” that were either particularly crucial, unique, difficult or all of the above.General Features & Functionality - required and desired features and functionalities of the overall interface of the discovery layer as well as features and functionalities not easily classified under the other four rubric categories.Authentication & Account Management - Many of these functions are highly reliant upon the underlying ILS, and are crucial to maintaining a baseline level of patron services. Ultimately, public acceptance of the new interface for IUCAT and for the OLE project is dependent upon our ability to integrate with existing local systems used to facilitate identity management, to provide critical patron services related to account management, such as request delivery, holds management, renewals, etc., and to facilitate off‐campus access to campus‐specific electronic subscription‐based resources.Export & Sharing - citation services, creating bibliographies/lists, standard sharing functionsSearch Functionality & Results Display – features and functions of search and results display
- Within the campus views, users will be presented with 4 options:IUCAT Help (links to UITS Knowledge Base IUCAT information – we will continue to add to this info)Ask A Librarian (links to your campus library’s ask a librarian page; in the case where a campus has multiple libraries [ie Bloomington], queries will need to be forwarded as appropriate from the linked reference point)Report error/Submit feedback (leads to a web form that submits to the implementation team) – Jira issue and bug tracking systemLibrary website (links to your campus library’s website, or in the case of IUPUI, to a splash page: http://www.iupui.edu/about/libraries.html)
- Within the all-IUCAT (union catalog) view, users will be presented with 3 options:IUCAT Help (links to UITS Knowledge Base IUCAT information – we will continue to add to this info)Report error/Ask a Research QuestionUsers will be able to use this single form, below, to report errors, share comments, or ask research questions.For responses in which the category Ask A Research Question is selected, the form data will route directly as an email to the selected campus library’s reference email address (as previously, in the case where a campus has multiple libraries [ie Bloomington], queries will need to be forwarded as appropriate.) Error reports and general comments will route to a Jira (issue and bug tracking system) project site where they can easily be transformed into bug reports and enhancement requests for developers.Campus information (links to campus splash page) that allows user to select appropriate campus homepage (not library page)
- To improve the presentation of our data, a Data Structure Subgroup was formed whose charge was make and document recommendations for … The group did what I consider some painstaking work looking through the SOLR MARC and indexing scripts underpinning Blacklight to make recommendations. The TF then used this information to look at how the facets were populated from the indexes and made adjustments to accommodate differences in data. By customizing and prioritizing the data being indexed, we were able to improve the relevancy ranking of search results and the filing of records within the facets.A fair amount of data cleanup also occurred to correct issues that couldn’t otherwise be rectified.
- To improve the presentation of our data, a Data Structure Subgroup was formed whose charge was make and document recommendations for … The group did what I consider some painstaking work looking through the SOLR MARC and indexing scripts underpinning Blacklight to make recommendations. The TF then used this information to look at how the facets were populated from the indexes and made adjustments to accommodate differences in data. By customizing and prioritizing the data being indexed, we were able to improve the relevancy ranking of search results and the filing of records within the facets.A fair amount of data cleanup also occurred to correct issues that couldn’t otherwise be rectified.
- 5/18/2012Robert McDonald met with the Discovery Layer Implementation Task Force this Tuesday and in the course of our discussion we talked about issues surrounding authentication and authorization within the new Blacklight interface. Robert has put together a specification for a 'redirector' service to enable access to e-resources from within the catalog (attached).