1. Discovery and Metadata March 9, 2004 John Weatherley (jweather@ucar.edu)

2. Discovery and metadata2 Topics Covered How metadata fields are indexed for discovery How indexed fields support search functionality Geospatial, temporal and event data used for prototype discovery and display Web services used for remote, customized discovery and display

3. Discovery and metadata3 Discovery System Overview XML Item, annotation and collection metadata Discovery Engine Conducts search over the index Ranks and returns results XML is read to generate the index Index is accessed for resource discovery and data retrieval Custom application Web service Library user Web browser HTMLXML Index

4. Discovery and metadata4 Resource’s Index Entry Index Index entry for resource http://example.edu/resource.html ADN Annotation Collection XML The index entry for a given resource is comprised of data from each of these sources: A given index entry may contain data from one or more ADN record, one or more corresponding collection record and zero or more associated annotation records From ADN: Default field used for textual searches: title, description, words found in the URL, keywords, grade ranges, resource types, subjects, content standards, creator’s last name Stems field used for textual searches: contains the morphological root forms of the words in the title, description and keyword fields Fields used for targeted searching and results boosting: title, description, URL, ID, keywords, grade ranges, resource types, subjects, content standards, creator, has multiple records [true|false] From Collection: Fields: key used to search by collection, is part of DRC [true|false] From Annotation: Annotation content for display: title, description, URL Fields used for targeted searching: annotation collection (CRS, JESSE, etc.), annotation status (in progress, completed), annotation type (review, teaching tip, etc.)

5. Discovery and metadata5 Search Results Ordering Ordering achieved through Information Retrieval techniques (similar to Google, etc.) Result relevancy ranking is determined by: Search terms appearing in the record’s title field Relative frequency of the search terms and their proximity to one another in the record Record is part of the DRC Example search demonstrates this result ordering: Textual search for: Climatology http://www.dlese.org/dds/query.do?q=Climatology%20&s=0 http://www.dlese.org/dds/query.do?q=Climatology%20&s=0

6. Discovery and metadata6 Field Supported Searching Search fields are used to limit searches to a portion of the library Search by grade level, resource type, collection, etc. Example search: Search for: text Climatology, select field: Grades: 9-12 http://www.dlese.org/dds/query.do?q=Climatology%20&gr=02&s=0 http://www.dlese.org/dds/query.do?q=Climatology%20&gr=02&s=0 Fields are used to construct the histogram view of the library Example: Browse view of the library http://www.dlese.org/dds/browse.htm http://www.dlese.org/dds/browse.htm

7. Discovery and metadata7 Stemming Alternate word forms are matched in searches For example, a search for ecological will return records that contain the terms ecological, ecologies and ecology The exact match (e.g. ecological ) is returned first among results The terms ecology, ecological and ecologies are grouped together in the index using the stem ecolog Example search: Textual search for: estuaries http://www.dlese.org/dds/query.do?q=estuaries&s=0 matches estuaries, estuary… http://www.dlese.org/dds/query.do?q=estuaries&s=0

8. Discovery and metadata8 Single Record Returned for Dups A single record is displayed for resources that are cataloged by more than one collection The record that best matches the user’s search criteria is chosen for display Example searches (same resource returned, different record displayed): Textual search for: GIS mapping software http://www.dlese.org/dds/query.do?q=GIS%20mapping%20software&s= 0 versus http://www.dlese.org/dds/query.do?q=GIS%20mapping%20software&s= 0 Textual search for: example GIS map http://www.dlese.org/dds/query.do?q=example%20GIS%20map&s=0 http://www.dlese.org/dds/query.do?q=example%20GIS%20map&s=0

9. Discovery and metadata9 Geospatial, Temporal and Event Data Two possible uses of geospatial, temporal and event information: Help users contextualize and interpret the resources in the library Aid users in the discovery of resources A prototype discovery system has been developed to explore discovery and display alternatives and gather usability information…

10. Discovery and metadata10 Geospatial, Temporal and Event Prototype Discovery System Uses temporal and event data to aid discovery Date and time period fields are used in selection lists and textual searches (ADN beginning date, ending date; time and period names) Event and location fields are used in selection lists and textual searches (ADN place and event names) Uses geospatial data to contextualize results Bounding box fields are used to display regions and points on a map (ADN latitude and longitude coordinates north, west, east, south)

11. Geospatial Example 1

12. Geospatial Example 2

13. Discovery and metadata13 Web Services Provides external collaborators access to DLESE metadata and full search functionality Enables web portals and desktop applications to integrate DLESE search and metadata for targeted or wide audiences Used internally in the DPC to share data easily across servers and applications Examples: Florida COSEE web portal http://preview.dlese.org/search/fcosee.jsp http://preview.dlese.org/search/fcosee.jsp IdeaKeeper desktop application

14. FCOSEE Example

15. IdeaKeeper Example