Discovery strategies for Kuali OLE

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Presentation transcript:

Discovery strategies for Kuali OLE Andrew Preater Associate Director, Information Systems and Services University of London Kuali Days UK, 29 September 2013

Discovery potpourri LMS SHL website Discovery Digital content Archives Current state of play with various siloed systems. These boxes could be much more haphazard. The only real link is between LMS and Discovery right now. We using Innovative Encore having implemented that for live use in 2010 on top of our WebPAC ‘classic catalog’.

Digital content & ePrints Medium term Discovery BLMS Digital content & ePrints Archives SHL website Medium term solution. The important point is we’re not looking to implement perfection next year, we’re looking to do something better. We want to search our local resources at minimum. We don’t have a resource discovery platform so that was an easier question.

OLE has no Catalog! This fact was our initial driver – we knew we needed to work on discovery in the BLMS problem although OLE does not come with a catalog front-end. This fact is a great shock to the system initially, but on reflection actually a great thing - OLE includes a strategic decision about not forcing us into a particular choice. The point is we can all choose our own that meets local needs - we don’t even need to all use the same thing in a consortium like the BLMS.

Discovery work package The lead on this was Tim Fletcher at Birkbeck, University of London. We decide we would work collaboratively and pool knowledge to explore discovery options. In the end we all wanted to set up and test VuFind for local use. Why VuFind?

Why VuFind? Exists now Right expertise Highly flexible Open Source software Why we decided on VuFind for our initial medium-term solution is that: It exists right now so we could get on and use it We have the right expertise locally to work with VuFind, comes down to a question of VuFind (PHP) versus Blacklight (Ruby) and our local PHP expertise is much better It’s highly flexible open source software that we know we can customise and modify to meet our requirements

Research So we can’t just implement something, we wanted to research our requirements and user needs to understanding our situation better.

Ethnography Working with Lizzie Atkinson (@library_lizzie) of UCL DIS Working with Lizzie Atkinson at UCL DIS earlier in 2013 we used ethnographic methods to investigate library users use of the catalog in the library itself – how they use it and what they do.

2. Staff focus groups We ran staff focus groups over Summer 2013 to dig into what staff think of as requirements for a user-facing catalog front end.

Outcomes of staff focus groups very interesting - ‘We want the Moon on a stick’ is an actual quote! Here’s a blog post summarizing this: http://www.preater.com/2013/05/14/discovery-at-senate-house-library-staff-focus- groups/ ‘The Moon on a Stick’, by Flickr user Simon Grieg. License CC-BY-NC-SA. http://flic.kr/p/5wzWZa

3. Treat as a Web project! Important point is the catalog front end is a website so we want to treat it as a web project rather than something odd from libraryland. We’ll therefore be approach deploying VuFind using a standard approach to web usability / user experience.

VuFind find.senatehouselibrary.ac.uk This will definitely deal with our local bib data, and for Senate House Libraries will have archives and ePrints included

Screenshot of Senate House Libraries, University of London test VuFind instance. This is VuFind 2 running on a virtual machine. It’s straightforward to set up, it works, and it’s a great test-bed for decoupling discovery from the Millennium LMS backend.

BLMS Ufind UFInd or Uber-VuFind is a codename for our project to create a shared VuFind instance that includes all of our MARC data. Virtualised Amazon Web Server setup All sites supply mrc files Agreed standard for holdings output / site codes 1. Installed and setup VuFind on AWS 2. Import partner data 3. Allow for “by institution” filtering as a facet 4. Installed and setup VuFind on AWS 5. Import partner data 6. Allow for “by institution” filtering as a facet

Analysis using VuFind

Thank you andrew.preater@london.ac.uk @preater