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

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 Usability Issue Many people don’t know how to construct a boolean search

8 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

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

10 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

11 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

12 Opportunity Support number searching whether spelled out or numerical

13 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

14 Uability Issue 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

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

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

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

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

20 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

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

22 FRBR Example

23 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

24 FRBR Example

25 FRBR Example

26 FRBR Example

27 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.  What could help us to achieve this?

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

29 FRBR Group 1 Entities Work Expression Manifestation Item is realized through is embodied in is exemplified by

30 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

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

32 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 2 CUIPID

33 Voyager Demo

34 Voyager SQL database Architecture - Voyager MARC Metadata Index User Interface INDEX Examples: - Title index - Author index - Journal index Examples: - Bibliographic Record - Holding Record - Item Record (MARC?) WebVoyage

35 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 2 CUIPID

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

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

38 DVDs and Videos (Phase 2) Why?  Need to provide availability information on result selection screen  Copied data not up-to-the minute Videos / DVDs

39 DVDs and Videos (Phase 2) What?  Live circulation status on results screen  Demo Videos / DVDs

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

41 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

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 2 CUIPID

43 SARA Why?  Overcome limitations of commercial metasearch application  Influenced by grouped-search-results page at Amazon.Com  Experiment  ColdFusion as a platform for metasearch  Multiple concurrent Voyager searches SARA

44 SARA What?  ColdFusion application  Concurrent Voyager searches  Demo SARA

45 SARA How?  Cold Fusion executing Verity searches  Cold Fusion executing SQL queries to CDs, DVDs, and eJournal database (copy of Voyager content)  Cold Fusion executing multiple, concurrent http calls to Voyager, parsing and screen scraping for results number SARA

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

47 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 2 CUIPID

48 CUIPID Why?  Influences  Usability issues with Voyager  Opportunities  FRBR  UB Alternative Catalog  Stanford XOBIS  Past Projects  Videos/DVDs  SARA  Site Search  Hundreds of things we wanted to do… CUIPID

49 CUIPID What?  Platform for User-Centered-Design of catalog user interfaces  XML copy of library catalog records  “Did you mean” spell checking  Grouping of search results  Maps to stack locations  FRBR future  Unlimited possibilities  Demo CUIPID

50 CUIPID Vision of a new catalog  Take advantage of metadata (videos/DVDs)  Manipulation  Navigation  Behind the scenes processing  Enhanced displays  Usability CUIPID

51 CUIPID Challenges  User interface design  FRBRized metadata  Information Literacy CUIPID

52 What’s in CUIPID  What’s in CUIPID?  Records?

53 Web Server MS SQL ColdFusion CUIPID Voyager Oracle WebVoyage PERL copy Library website user interface How? XML files Verity Index Google.Com D.Y.M. Web Service XML Parser spell check Circulation Status

54 ColdFusion Architecture – CUIPID 1 Metadata Index User Interface Voyager SQL database MARC INDEX WebVoyage CUIPID MARCXML Filesystem Verity Index Verity

55 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 2 CUIPID

56 ColdFusion Architecture – CUIPID 2 Metadata Index User Interface Voyager SQL database MARC INDEX WebVoyage CUIPID MARCXML Index XML Database

57 ColdFusion Architecture – CUIPID 2 Metadata Index User Interface Voyager SQL database MARC INDEX WebVoyage CUIPID MARCXML Index XML Database XPath

58 ColdFusion Architecture – CUIPID 2 Metadata Index User Interface Voyager SQL database MARC INDEX WebVoyage CUIPID Index METS Wrappers MARCXML extra metadata Dublin core XML Database

59 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus Libraries University of Rochester Questions?