River Campus Libraries 1 CUIPID Project Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives University of Rochester Libraries Jeff Suszczynski Lead Developer University of Rochester Libraries

2 What is CUIPID? Catalog User Interface Platform for Iterative Development  Project of the Digital Initiatives Unit at the University of Rochester Libraries  CUIPID is a technology platform that enables iterative, user-centered design of new catalog user interfaces  It will help us relate metadata and user needs.

3 CUIPID Roadmap Usability Issues and Opportunities FRBR Model UB Alternative Catalog Stanford XOBIS Influences

4 Users must select a search type.  Example:  Choose “title” if you know exact title, or the beginning of the title  Choose “title keyword” if you know some words in title  Users must select the correct type for optimal or acceptable results Usability Issue

5 Users should not enter initial articles.  Initial articles are “a” “an” and “the”  Certain search types are left-anchored and user must leave off initial articles when these are used

6 Usability Issue Users must undestand what a left-anchored title search is and when it is called for.  Some search types are, some aren’t  Patron is looking for the “Journal of Cell Biology”  Patron selects Journal Title for search type and enters:  “Cell Biology” – fails  “Journal of Cell Biology” - success  “Journal of Cell” - success

7 Users must use “set limits” to navigate large result sets.  User needs to resubmit search  Too many choices for language, location, etc  Date limits confusing Usability Issue

8 Users don’t understand the invisible boundaries of our information islands.  Users search for journal articles in the catalog  Users search for books in website search

9 Collecting multiple records to print, save, or is confusing.  Too many buttons and choices  Layout confusing  Doesn’t remember choices between different results pages Usability Issue

10 Opportunity Libraries should hide the technology. Systems  Online Catalog  Website  Databases  Interlibrary Loan Features  Search Engines  Authentication Mechanisms  Requests

11 Opportunity Incorporate other content indices  Course pages  Web pages (subject guides)  Institutional Repositories  Digital content repositories

12 Provide automatic spelling suggestions  Voyager Catalog  Google  RCL Site Search  CUIPID Opportunity

13 Opportunity Support number searching whether spelled out or numerical

14 Opportunity Provide more useful information with record displays.  Display suggestions of other titles instead of just subject headings  Book cover images, sample pages  Reviews  Recommendations  Donor information

15 Opportunity Provide context-sensitive services based on circulation status Examples:  If item is available, provide a stack map  If item is checked-out, provide a recall form  If item is lost, provide an interlibrary loan request form

16 Opportunity Automatically recognize journal title abbreviations  Interpreting citations with journal title abbreviations is difficult without extensive knowledge or a reference book  This can be accomplished with a web-service that can translate abbreviation to full-title

17 CUIPID Roadmap Usability Issues and Opportunities FRBR Model UB Alternative Catalog Stanford XOBIS Influences

18 FRBR Model AACR2 FRBR MARC Anglo-American Cataloging Rules Machine Readable Cataloging Functional Requirements for Bibliographic Records ? ? AACR3 ?

19 FRBR Example  What might FRBR accomplish for users?  Here is an example…

20 FRBR Example

21 FRBR Example Susan B. Anthony Keyword Search – Top Hits 1) Biography 2) Biography 3) Biography 4) Susan B. Anthony Preservation District 5) Her Writings 6) Biography 7) Biography 8) Biography 9) Correspondence 10) Virgil Thomson opera recording 11) Biography 12) Proceedings of her Trial 13) Virgil Thomson opera recording 14) Music from the Ken Burns film 15) The Ken Burns film 16) Biography 17) Biography 18) Analysis of her writings 19) Women’s Studies Newsletter 20) Her papers 21) Biography

22 FRBR Example

23 FRBR Example

24 FRBR Example

25 FRBR Example  Why is this better?  Collocation: materials with the same or related content are grouped together.  Easier navigation through search results  Precise results with simple search queries.

26 What is FRBR?  Functional Requirements for Bibliographic Records  IFLA publication, 1998  A conceptual model, not a standard  Relates bibliographic data to user tasks  Tools and rules are available

27 FRBR Entities GGroup 1 WWork, Expression, Manifestation, Item PProducts of intellectual or artistic endeavor GGroup 2 PPerson, Corporate Body TThose responsible for intellectual or artistic content GGroup 3 CConcept, Object, Event, Place SServe as subjects of works

28 FRBR Group 1 Entities  Work  Expression  Manifestation  Item Goethe’s “Faust” L. Filmore’s English translation of Faust As published by W. Smith, 1847 The copy owned by my library

29 CUIPID Roadmap Usability Issues and Opportunities FRBR Model UB Alternative Catalog Stanford XOBIS Influences CUIPID

30 CUIPID Roadmap Usability Issues and Opportunities FRBR Model UB Alternative Catalog Stanford XOBIS Influences Videos / DVDs Audio / CDs eJournals Project Timeline Site Search SARA CUIPID Voyager

31 Voyager Demo Voyager Demo

32 Voyager Architecture - Voyager Metadata Index User Interface INDEX Examples: - Title index - Author index - Journal index Voyager UI SQL database MARC Examples: - Bibliographic Record - Holding Record - Authority Record

33 CUIPID Roadmap Usability Issues and Opportunities FRBR Model UB Alternative Catalog Stanford XOBIS Influences Videos / DVDs Audio / CDs eJournals Project Timeline Site Search SARA CUIPID Voyager

34 DVDs and Videos Why?  Common queries were for specific titles, genres and directors  Voyager just didn’t cut it  Not browse-able  Cumbersome limits page to work through  Integration with website  UC Berkeley example Videos / DVDs

35 DVDs and Videos What? WWeb interface for searching and browsing DVD and Videos collection FFully automated system MMaintain data in Voyager AAllow users to search by keyword, and browse by title, genre, language, and director CCustomized metadata display on results screen DDemo Videos / DVDs

36 ColdFusion Architecture - Videos Metadata Index User Interface Voyager SQL database MARC INDEX Voyager UI SQL database Videos Cached Queries Find Videos/DVDs

37 DVDs and Videos (etc) “DVDs and Videos” is related to FRBR  Primary language = expression level attribute  Genre = work-level attribute  User needs for metadata  Unknowingly implemented aspects of FRBR Videos / DVDs

38 CUIPID Roadmap Usability Issues and Opportunities FRBR Model UB Alternative Catalog Stanford XOBIS Influences Videos / DVDs Audio / CDs eJournals Project Timeline Site Search SARA CUIPID Voyager

39 SARA Why? OOvercome limitations of commercial metasearch application IInfluenced by grouped-search-results page at Amazon.Com EExperiment: Can we search everything from a single user interface?

40 What is SARA? Search And Retrieval Application CColdFusion as a platform for metasearch MMultiple concurrent Voyager searches DDemo SARA

41 ColdFusion Architecture - SARA Metadata Index User Interface Voyager SQL database MARC INDEX Voyager UI SARA Verity Indexes Stored Queries

42 CUIPID Roadmap Usability Issues and Opportunities FRBR Model UB Alternative Catalog Stanford XOBIS Influences Videos / DVDs Audio / CDs eJournals Project Timeline Site Search SARA CUIPID Voyager

43 What is CUIPID? Catalog User Interface Platform for Iterative Development  Metadata platform (infrastructure)  User-Centered-Design platform CUIPID

44 What is CUIPID Metadata platform (infrastructure)  MARCXML  Information Silos  Extensible CUIPID

45 What is CUIPID User-Centered-Design platform  No training  Results that are  Precise  Comprehensive  Meet expectations CUIPID

46 CUIPID Version 1 PProof of concept UUsed technology we had on hand AApproximately 2000 records, four authors: JJane Austen CCharles Dickens WWilliam S. Burroughs IIgor Stravinsky DDemo CUIPID

47 Verity Index Verity Filesystem ColdFusion CUIPID Version 1 - Architecture Metadata Index User Interface Voyager SQL database MARC INDEX Voyager UI CUIPID 1 MARCXML

48 CUIPID Version 1 - Issues  Slow (10 seconds for a search)  Record Limit (<250,000 records)  Limited indexing (maximum 2 fields)  Limited API CUIPID

49 CUIPID Version 2 PPurchased server (Windows) IInstalled XML database (TextML) AAdded data CCreated indexes IInstalled API (COM) NNext Steps TTest and tweak performance DDesign metadata platform DDesign and build user interface(s) DDemo CUIPID

50 XML Database ColdFusion CUIPID Version 2 - Architecture Metadata Index User Interface Voyager SQL database MARC INDEX Voyager UI CUIPID 2 MARCXML extra metadata Dublin core METS Wrappers Index XPath COM API

51 CUIPID Version 2 – Create MARCXML Create MARCXML Bib_Data Record segment BLOB PERL Script 1 MFHD_Data Record segment BLOB Voyager Tables Bib records MARCXML Holdings records MarcEdit + (VB script to split into individual files) MARCXML Bibliographic records Holdings records PERL Script 2 MFHD IDs CUIPID

52 MARCXML

53 CUIPID Version 2 – Populate DB Populate repositories  Add a DocBase for CUIPID  Add two repositories (Bibs and MFHDs)  Add XML files using TextML GUI (browse / select)  Copies files into the repositories  Creates log file to capture formatting problems in the records CUIPID Holdings records Bibliographic records CUIPID DocumentBase Repository: Bibs Repository: Holdings MARCXML TextML

54  Steps to create index  Assign a name  Select type  Design XPath statement  Add comments  Examples  Keyword Anywhere  Author  Title  Subject  TextML indexes repair and update automatically  Voyager index maintenance requires manual intervention, and server resources (keyword index regeneration). CUIPID Version 2 – Create Indexes CUIPID Searches for 245 $a field in MARC record

55 CUIPID Version 2 – User Interface  Interfaces to TextML  Web Interface  COM API  Cold Fusion   COM   CreateObject() embedded in  Call TextML API commands to submit queries from inside ColdFusion programs  Pass XML formatted query object CUIPID Code to connect to TextML from ColdFusion APPLICATION.COMObjects.ClientServices = CreateObject("COM", "TextmlServer.ClientServices", "Local", " "); ClientServices = APPLICATION.COMObjects.ClientServices; APPLICATION.COMObjects.ServerServices = ClientServices.ConnectServer(" "); ServerServices = APPLICATION.COMObjects.ServerServices; APPLICATION.COMObjects.DocbaseServices = ServerServices.ConnectDocBase("cuipid"); DocbaseServices = APPLICATION.COMObjects.DocbaseServices; APPLICATION.COMObjects.SearchServices = DocbaseServices.SearchServices; SearchServices = APPLICATION.COMObjects.SearchServices; APPLICATION.COMObjects.DocumentServices = DocbaseServices.DocumentServices; DocumentServices = APPLICATION.COMObjects.DocumentServices; XML Formatted Query Object: #searchterms#

River Campus Libraries 56 CUIPID Project Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives University of Rochester Libraries Jeff Suszczynski Lead Developer University of Rochester Libraries