1. NU Primo – A Story of Development “How to make Primo your own” IGeLU 2013 Septembe 2013 Michael North - LEAD, Systems Team Sr. Systems Analyst / Programmer Northwestern University

2. IT related services (through applications) - already out of date after 6 months

4. AGENDA.1. Quick NU Tour of Primo.2. MODS protocol extract and Ingestion (Winterton).3. LibGuides into Primo.4. Primo / Blackboard Plugin Adaptor.5. FRBR enhancement Fix.6. Other DEV work – if time !

5. QUICK NUL Primo Tour

6. NU P RIMO U MBRELLA "A LL R OADS L EAD TO R OME " P HILOSOPHY Applications Under the Primo Umbrella Voyager SFX Metalib Repositories (local) (ex: Africana Images, BooksNorthwestern) Repositories (remote) Primo Central bX

7. Goggle-ish Searching – single searchbox

9. Customizations – many of which can be found on ELCommons

10. MODS Protocol Harvesting EAD  MODs  Primo (Winterton Collection)

12. Archival and Manuscript Collection Portal : Over 400 collections are accessible using EAD Finding Aid

16. The “other” EAD project

18. c01: Group c02: Album c03: Page c04: Photograph … c02: Album … c02: Album c01: Photograph c01: Album c02: Page c03: Photograph c02: Page … c01: Box c02: Slide … c01: Group c02: Album c03: Page c04: Photograph … c02: Album c03: Page c04: Photograph c02: Envelope c03: Photograph

20. c01: Group -> MODS: Group c02: Album -> MODS: Album c03: Page -> MODS: Page c04: Photograph -> MODS: Photograph … c02: Album -> MODS: Album MODS: Group MODS: Album MODS: Page MODS: Photograph … MODS: Album

21. Uganda Railway : scenes at stations ….. http://hdl.handle.net/2166.DL/inu-wint-8-1-6 British East Africa http://hdl.handle.net/2166.DL/inu-wint-8-1 African and European men http://hdl.handle.net/2166.DL/inu-wint-8-1-6-2

22. FEDORA Digital Image collections into Primo Fedora (Flexible Extensible Digital Object Repository Architecture) An architecture for storing, managing, and accessing digital content in the form of digital objects. We have numerous Fedora repositories. Started with Africana Library’s Winterton Collection. Records in EAD format in Fedora. MODS records created in Fedora. THEN….. Use XSLT script to transform MODS to PNX. Import into Primo server.

23. Digital Image collection into Primo MODS PNX XSLT

24. Why XSL instead of the Back Office Normalization?

25. Complex, hierarchical Subject Headings

26. Documentation Flexibility Permanence

27. Digital Image collection into Primo Winterton Collection – Fedora Repository

28. Primo Record Discovery

29. Parent of image Actual image (item record)

30. Actual Photo display Click on “thumbnail” or image displayed in Online Resource or Details tabs.

31. Image on parent page Parent of actual image record (hierarchy provided) Click on the “Link to source in Winterton Collection of East African Photographs” link in the “Online Resource” or “Details” tabs. This will display the parent page of the individual record (shows where the image came from).

32. Group: 21 Title from inventory: East Africa Protectorate Dates: Circa 1899-1902 Photographer: Unidentified photographers Physical description: 1 album and 1 envelope of loose photographs Object ID: 21 Languages: Collection is captioned in English. Abstract: Original photographs, compiled during the construction of the Uganda Railway. Historic Notes: An important album with good images of Mombasa at the turn of the century, the building of the Uganda Railway and the founding of Nairobi. The lion trap at Tsavo is of particular interest. Many of the pictures were probably taken by the ‘official’ railway photographer, some bearing captions imprinted on the image. The compiler of the album may have been the Chief Medical Officer assigned under contract to the Uganda Railway Company, originally based, as one would expect, in Mombasa and later transferring to Nairobi when that settlement became the center for railway building operations. Subjects: Uganda Railway--Pictorial works Railroads--Design and construction--Pictorial works Railroads--Africa, East--Pictorial works Europeans--Africa, East--Social life and customs--Pictorial works Mombasa (Kenya)--Description and travel--Pictorial works Africa, East--Description and travel--Pictorial works Related Material: See also the Young album of photographs of the Uganda Railway. N.B. none of these images are duplicated in the Young album. In this Group: Object 21-1 - East Africa Protectorate Object 21-2 - East Africa Protectorate Cultural Context: Cultural Context of African Colonial Photographs and the Herskovits Library CollectionsCultural Context of African Colonial Photographs and the Herskovits Library Collections Citation: East Africa Protectorate. Circa 1899-1902. Winterton Collection of East African Photographs, Melville J. Herskovits Library of African Studies, Northwestern University, Evanston. Object 21. 7 September, 2013. http://hdl.handle.net/2166.DL/inu-wint-21http://hdl.handle.net/2166.DL/inu-wint-21.

33. Clicking on Component Page provides Picture detail …. Plus metadata for the picture.

34. So, Why Is This So GREAT ! ! ! This harvesting method that incorporates hierarchical metadata into Primo for our collections, provides another access point for patrons who never knew about the Winterton Collection. So now, patrons can look at the digital object directly in a webpage, or they can go to the Winterton Repository website via Primo and be placed right into the collection website so they can look at other related objects.

35. Winterton Ingestion into Primo

36. Take the PNX file (MODS --> XSLT processing output) and create a targz file. Create and setup a simple File Splitter - using "RootXPath", "FullRecordXPath", and "IndentifierXpath" parameters. Setup the Data Source configuration section in the Back Office. Setup Normalization Rules - Almost all of the normalization rules treat the source as complex XML and simply copies the text into the appropriate field. Thumbnail setup : (1) Setup the thumbnail image to appear in the Details tab by adding the html img tag in the normalization rule. (2) Setup the Primo Search Result thumbnail to open the Primo record in a window. This helps inform the patron that they can go to the source document or the item document. Setup a pipe to harvest the Winterton TARGZ file (pnx records). Run the Winterton Harvest pipe and Index and Hotswap. How to setup the Harvest Process

37. The Thumbnail Adding thumbnail image to details tab: Pnx record Details tab

38. Getting thumbnail to open Primo record: The Thumbnail

39. End Result

40. LibGuides into Primo

41. LibGuides into Primo – why good!

42. Generate XML file of LibGuides content LibGuides into Primo

43. Use XSLT script to create mapping table that will link LibGuide creator to guide LibGuides into Primo

44. Upload mapping table in Primo Back Office

45. LibGuides into Primo Create File Splitter file splitter mapping table file splitter params mapping table

46. Create Pipe to harvest LibGuide content Configure Data Source Define Pipe LibGuides into Primo

47. Test File Splitter

48. LibGuides into Primo Create a tar.gz file

49. LibGuides into Primo Run the pipe:

50. LibGuides into Primo Records appear in Primo:

51. Primo and Blackboard CMS

52. Primo and Blackboard Integration We wanted the library to become partners with other departments around campus in order to increase our institutional relevancy and profile. The two most visited websites at Northwestern are (1) the Blackboard CMS site and (2) the Library Catalog OPAC. The obvious first choice of a collaborative project for cross- department development was to integrate Primo and Blackboard with each other. Another library objective was to make available Primo's repository display abilities to Northwestern departments to enhance teaching capabilities.

53. Primo and Blackboard What does this project give us… It becomes an Integral part of our “resource discovery” strategy. Provides a Collaboration Platform between Academic & Research Technologies (A&RT) and the Library. Primo “Push” to Blackboard Content Area Blackboard “Pull” from Primo e-Shelf Gives the Library a presence in Blackboard Gives Blackboard a presence in the Library

54. From Primo and e-Shelf – "Push“ into Blackboard The first collaborative endeavor was to create a “push” feature from Primo, into Blackboard. Send a selected resource from search results into the Blackboard Documents Content Area Send one or more selected items from Primo e- Shelf or a basket to Blackboard Content Area Items are not dynamically linked to eShelf.

55. From Blackboard - “Pull” Primo eShelf into Blackboard The second collaborative endeavor was to create a “pull” feature from Blackboard, out of Primo. This Links Primo e-Shelf resources to Blackboard Content Areas This is a Dynamic display of e-Shelf contents in Blackboard

56. Primo to Bb "PUSH" Function (how does it work)

58. Blackboard login

60. Selected Primo resource is moved to Blackboard and this window closes..you stay in Primo.

61. Go to Course Documents for Course BB104

62. Click VIEW RESOURCES brings up Primo record

63. Bb to Primo "PULL" Function (how does it work)

64. Primo eShelf we want to pull into Blackboard

65. Inside Blackboard CMS

67. Let's Add Library E-Shelf Folder !

74. Add Primo Searching (and Library Resources) into Blackboard

76. Primo/Bb Project Comes Around "FULL CIRCLE" with our repository development objectives. Teachers provide digital objects or request one (NU scanning project). These objects are made available through Primo via "harvesting." Teachers pull or push this material into their Blackboard Course Materials pages. Students use the material in a classroom environment. Instructor’s eShelf’s can be saved in Primo for repeat use, saving time.

77. EL Commons YouTube : Northwestern Primo/Blackboard PUSH Integration Demo http://youtu.be/B6rSV4hgy5ghttp://youtu.be/B6rSV4hgy5g YouTube : Northwestern Primo/Blackboard PULL Integration Demo http://youtu.be/dq_C4AAWF2Uhttp://youtu.be/dq_C4AAWF2U PLEASE USE BOTH LINKS (there are older vids on this site)

78. FRBR Enhancement Development

79. NU FRBR Enhancement There have been a lot of discussions about how FRBR-ized records should display in Primo. Northwestern developer (Jeremy Provost) “coded” a fix that was acceptable to the librarians and placed the code in ELCommons. We created a true “WORKING RECORD” for the FRBR set of records. This code will hide from the display information for a FRBR group that should not be displayed due to it being specific to an individual item in the group. In other words, the Publisher and Availability information is not appropriate to display for the group record as it is only specific to the current preferred record. Instead, we'll display just the title, creator, format (optional based on your FRBR rules) and the link to show all versions of that item. Once all versions are displayed, the full records return. Additionally, this code can order the display of the individual records in date descending order and return the user to their previous sort order when closing the group of records.

80. FRBR Enhancement Local jQuery development Notice that this is now a "working" record without any tabs. This avoids the confusion of having specific record info in the title area and record info in the tabs. Lets click on the link and see how they are displayed ! No tabs

81. FRBR Enhancement (continued) * notice that they are now auto-sorted in descending date order (create date).

82. Why Do I Mention FRBR ? Isn’t it fixed by ExLibris ???? Yes but the point is that ExLibris listened to it’s customers and wase not afraid to implement something that was developed institutionally. That is a good thing !

83. Other DEV work

84. Medical Library API View Medical School chose not to use the Primo webpage, but have designed an API interface to conform to their other webpage interfaces.

89. Our First “Responsive Web Design”

90. Now that a department contributed digital object is in Primo, it can be "pushed" or "pulled" into Blackboard so that the same professor can use it in his classroom ! Art Slides Repository (Art History Dept)

91. Northwestern BOOKS Project

94. Once these books are harvested in Primo, they can be made available to Blackboard for professors to use in their course materials !

95. Youtube links (new project ongoing - working on ingestion forms for faculty requests)

97. More NU Fedora Repository Harvesting TROVE National Library of Australia API Vanderbilt TV NEWS archive harvesting Primo and Alma Future what does the future hold for NU development

98. Thank You Michael Northm-north@northwestern.edum-north@northwestern.edu