1. eXtensible Catalog Jennifer Bowen University of Rochester

2. Agenda What is XC and why are we building it? XC’s approach to metadata – XC Schema – XC Services XC software overview: how does it work? The XC Metadata Services Toolkit Wrap-up, and What’s next?

3. What do libraries need? Better web presence for resource discovery A low-effort solution (keep ILS) Metadata that “works” on the web An affordable solution Choices, flexibility 3

4. Enabling multiple baskets 4

5. The eXtensible Catalog Set of open-source tools Facilitate resource discovery and metadata management Funding from Andrew W. Mellon Foundation and from XC partner institutions Software release: March 2009 (but still being developed) Governance: not-for-profit 5

6. XC will provide… Architecture for moving and managing metadata using OAI-PMH – Works with other OAI-PMH applications Five separate “toolkits” Out-of the-box user-interface functionality A different paradigm for moving and managing metadata 6

7. Partnerships LibLime Casey Bisson Georgia PINES CornellOhio StateYaleRochester User Research Partners: Technology Development Partners: Evergreen Koha Scriblio Aleph Voyager III Notre Dame CARLI (Illinois) Oregon StateRIT SUNY Buffalo Rochester

8. eXtensible Catalog Project Studying users Building software Defining governance

9. Studying Users Survey of 68 representative libraries Wanted to address not-yet-identified user needs Twenty interviews at each site On-camera search Magic wands Team based analysis

10. Building Software User Interface: Next-generation library website and search interface Metadata Tools: Aggregate metadata from various repositories to enable fast searching Connectivity: Create open standards interfaces to Integrated Library Systems

11. Defining Governance Creating the eXtensible Catalog Organization Host the software and make it available Foster a community of users and developers Address software bugs Encourage code contributions by other software developers

12. How is XC different? Metadata management – Aggregation – FRBRization – Improves other discovery interfaces Uses standards Native web content User generated metadata

13. XC software toolkits OAI Toolkit NCIP Toolkit Metadata Services Toolkit (MST) Drupal Toolkit Learning Management System Toolkit 13

14. XC’s Metadata Services Toolkit Based upon proposed NSDL metadata services hub (Hillmann, Sutton, Phipps) Enables libraries to aggregate metadata and run services on it User interface for managing metadata services NOT a metadata editor (but can eventually incorporate one)

15. XC metadata Suck it in – Harvest metadata using OAI-PMH Clean it up – XC Metadata Services Toolkit (MST) Share it – MST and XC user applications 15

16. XC advantages for metadata Enables automated handling of metadata changes: – New records, updates, deletes – Propagates changes throughout the system Web interfaces for trouble-shooting Low risk of data corruption (easy to fix) Ideal platform for experimentation 16

17. The XC schema: Why? Wanted a FRBR-based schema Waiting for RDA not an option Needed a schema to enable XC user interface functionality Retain granularity of MARC Facilitate transformation from Dublin Core Eventually: DC application profile

18. The XC schema: Elements All properties from dcterms namespace 22 RDA elements (rdvocab namespace) 11 RDA role designators (rdarole namespace) XC namespace: 37 elements – Parallel elements to DC properties – Other elements needed for XC functionality User-generated metadata – next step

19. The XC schema: Structure Five levels: FRBR Group 1 levels – Work, expression, manifestation, item Also a level for “Holdings” – Between manifestation and item – “Placeholder” for summary holdings data A valid record can have any one level, multiple levels, or multiples of one level

20. Advantages of the XC schema Flexible, extensible Optimized to enable XC functionality Will give us experience manipulating separate records that represent individual FRBR levels Not intended for general use Can be as complex as it needs to be

21. Sharing metadata Share MARCXML, with enrichments Share other schemas with enrichments or transformed Share XC Schema Share user-generated metadata 21

22. Sharing software Share metadata enrichment services – Libraries can use an existing XC service as is or modify it – Libraries can develop and share additional services 22

23. XC metadata services Normalization: transform coded metadata so that it can be used/displayed Schema transformation: – MARC to XC, DC to XC FRBRization Authority control matching Aggregation 23

24. Normalization Services MARCXML, Dublin Core Stays in same schema Prepares metadata for use in web applications (faceted browse interface) or back into an ILS Examples of normalized coded data: – Location codes – Languages – Type of material

25. Transformation Services MARCXML to XC Schema; DC to XC Schema Parses data into FRBR Group 1 entity structure (work, expression, manifestation, item, plus holdings) Creates additional works and expressions for MARC analytics (7XX fields)

26. Authority Control Services MARCXML, Dublin Core Match headings against MARCXML authority resource file Populate records with authority control identifier Tool for debugging probable, unlikely matches Prototype developed by RIT students

27. Aggregation Service Prepares metadata for use in XC user interfaces (Drupal and LMS Toolkits) Aggregates records that represent the same resource Manages relationships between records Will give us experience managing FRBRized records

28. New roles for catalogers Design and test metadata services Manage flow of metadata System/application design User research 28

29. XC Software Overview

30. Software Overview User Interface: Metadata Tools: Connectivity: Drupal Toolkit OAI Toolkit Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation NCIP Toolkit LMS Toolkit

31. OAI-PMH ILS Software Overview Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: OAI ToolkitNCIP Toolkit Connectivity: Drupal Toolkit User Interface: Repository NCIP LMS Toolkit

32. Software Overview Moves metadata with OAI-PMH – Existing sources – OAI Toolkit + ILS – OAI Toolkit + repository – All XC components can talk OAI-PMH – Works with any metadata schema – Synchronizes

33. Software Overview Integrates circulation with NCIP – NCIP Toolkit + ILS – XC discovery interface talks NCIP – Live circulation status – Authentication – Places circulation requests (hold, recall, etc)

34. NCIP OAI-PMH ILS Software Overview Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: OAI ToolkitNCIP Toolkit Connectivity: Drupal Toolkit User Interface: LMS Toolkit

35. Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: New type of cataloging tool Services – Automated – Configurable – Pluggable User interface for library staff, not end users

36. NCIP OAI-PMH ILS Software Overview Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: OAI ToolkitNCIP Toolkit Connectivity: Drupal Toolkit User Interface: LMS Toolkit

37. Software Overview Search Features Out-of-the-box search interface Faceted-browsing of results Include traditional, digital, and website resources FRBRization – group related resources by “work” Easy and robust search customization User Interface: Drupal Toolkit LMS Toolkit

38. Software Overview Platform for your library website Integrate discovery with library website Capture and display user generated metadata Free add-on features (e.g. tagging, blogs) Build custom applications Share code with other libraries User Interface: Drupal Toolkit LMS Toolkit

39. Software Overview Learning Management Features User interface for librarians and instructors to: – Associate a resource with a course or range of courses – Migrate associations Display library resources within an LMS Blackboard plug-ins included Other LMS support through web services Drupal Toolkit LMS Toolkit

40. NCIP OAI-PMH ILS Software Overview Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: OAI ToolkitNCIP Toolkit Connectivity: Drupal Toolkit User Interface: LMS Toolkit

41. Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: New type of cataloging tool Services – Automated – Configurable – Pluggable User interface for library staff, not end users

42. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

43. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

44. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

45. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

46. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

47. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

48. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

49. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

50. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

51. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools: Error Info

52. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

53. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

54. Metadata Services Toolkit Add Repositories Schedule Harvests Orchestrate Services Browse Records Make improved metadata available Metadata Services Toolkit Record Cleanup FRBRization Authority Control Aggregation Metadata Tools:

55. Wrap-up, and, What’s next?

56. Low-hanging fruit? 56

57. … a platform to reach higher 57

58. Reaching higher with XC Separate metadata manipulation from discovery application Facilitate compatibility of metadata from various schemas Enable metadata enrichment Provide an infrastructure for automated metadata management that is easy to use 58

59. Sustaining the XC Community eXtensible Catalog Organization Board of Managers 1-2 staff developers Founders Supporters Corporate Affiliates

60. Why support the eXtensible Catalog Organization? Ensure that XC Software remains viable in the future Share information about XC with other users Support the development and use of open- source software in libraries Give libraries choices Give libraries control

61. More about XC XC software overview (Webcast) http://www.screencast.com/users/eXensibleCatalog 70 minutes, in 6 parts XC metadata white paper and documentation http://www.extensiblecatalog.org/MetadataReports eXtensible Catalog Project website www.eXtensibleCatalog.org 61

62. Comments/Questions? Jennifer Bowen jbowen@library.rochester.edu

63. eXtensibleCatalog.org