The eXtensible Catalog’s Drupal Toolkit: a Discovery Interface to Address Users’ Needs Jennifer Bowen University of Rochester, Rochester, NY ALA LITA Drupal Interest Group, June 25, 2011 New Orleans, LA

Problem: User research is of limited value if a library doesn’t have control over its discovery environment Our solution: – Develop our own software (eXtensible Catalog) – Offer a modular architecture (4 “toolkits”) – Make it as configurable as possible – Give it away (open source)

4 How XC Uses Drupal

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 5 XC OAI Toolkit

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) 6 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

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 Single search interface across: Library catalog Digital repository Website resources Faceted browsing of results FRBRized metadata Integration with ILS circulation system Extensive customization 7

XC User Interface Customization Themes Indexes Facet definitions Result Lists Record Displays Browse interfaces for specific users/purposes 8

XC Drupal Toolkit Built on Drupal 6 – upgrade to Drupal 7 is planned 20+ new XC Drupal modules Software available now on Demo site available soon! Implements a FRBR-based data structure in Drupal Each FRBR-based metadata record is treated as a Drupal node 9

XC Drupal Toolkit modules OAI-PMH harvester module to harvest metadata from the XC Metadata Services Toolkit Separate modules support each metadata schema: XC Schema and Dublin Core included; others possible Storage modules manage both SOLR and mySQL for storing library metadata XC Drupal/SOLR module supports configuration of searching and faceting 10

More XC Drupal Toolkit modules NCIP - live circ status, circ requests Link resolution Ezproxy Syndetic Solutions - thumbnails, etc. 11

12 User Research for the eXtensible Catalog

Cornell University Ohio State University University of Rochester Yale University XC User Research Partners

What articles, books and other resources had researchers used most recently? – How did they know the items existed? – How did they obtain them? – How did they use them? How do they keep current in their fields? XC User Research Approach

15 A Few User Research Findings

User Research Findings Users want to choose between versions of a resource, see relationships between resources XC approach: – Underlying XC metadata is based on FRBR model: works, expressions, manifestations… – Eventually: aggregate/group FRBR entities in the User Interface 16

User Research Findings Users have preferred material and format types, depending upon their projects – Show online materials only – Exclude microforms Users want to know why items appear on a search result list – Show keywords in context 17

XC User Interface Demo 18 Translating User Research Findings into XC Functionality

19 milestone-2/ Admin info is drupaladmin with password of Xclibdrup00.

Next Steps for XC Software All XC toolkits available for download: Enabling record aggregation/FRBR groupings with grant from The Mellon Foundation via CARLI (Consortium of Academic and Research Libraries in Illinois) Robust, end-to-end discovery system: coming soon! 20

Thanks to Nancy Fried Foster and David Lindahl for the use of selected slides.

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Next Steps for XC Software All XC toolkits available for download: Enabling record aggregation/FRBR groupings with grant from The Mellon Foundation via CARLI (Consortium of Academic and Research Libraries in Illinois) Robust, end-to-end discovery system: coming soon! 42

Thanks to Nancy Fried Foster and David Lindahl for the use of selected slides.