1. The FCLA Endeca Project By Michele Newberry

2. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation objectives Based on familiarity of previous system Without full understanding of all the support implications  Includes heavy use of Javascript  Some workarounds created functional problems

3. M.Newberry3 FCLA ALEPH Architecture  11 universities  11 Aleph instances Bibliographic records =14 million Configuration files and tables Joblists and batch queues  11 OPAC configurations  1 OPAC config = >700 files/tables  4 Aleph regions (DEV/TEST/PROD/REPT) X 11 OPACs X 700 files = 30,800!

4. M.Newberry4 Pending upgrade  Jumping 2 releases to v.18  None of the v.15.5 customization will survive the upgrade process  Resources to sustain level of customization aren’t adequate  Familiarity with previous system is declining  Upgrade process will take 4 months for the 11 Aleph instances

5. M.Newberry5 Other objectives  Provide a consistent transition interface during the up upgrade process  Gain discovery and navigation functionality not currently available  Gain a union catalog – a byproduct of our previous system not yet available with the current one

6. M.Newberry6 Why ENDECA?  Already proven by NCSU  Can build on NCSU’s work instead of starting from ground zero  Product features: Guided navigation Facets Spellcheck Stemming Others yet to be fully explored

7. M.Newberry7 Endeca architecture  One instance of Endeca  One Endeca database  7 million records  One instance of user interface with individual institution views  Easy interface modification  Rapid, iterative development

8. M.Newberry8 Building the Endeca File  Extract bib records from 11 Aleph databases  Load 1 st into a 12 th Aleph bib file  Load 2 nd file-deduping on OCLC number merge unique and local data (e.g., call numbers/URLS/headings/notes…)  Repeat file 3 … file 11  Load Digital Library metadata  Extract merged bib file to load into Endeca

9. M.Newberry9 Maintaining the Endeca Catalog  Full extraction, reformatting and load takes 48 hours – will be done every few weeks  Incremental updates of adds/significant changes  Current holdings status retrieved from Aleph via SQL in real-time

10. M.Newberry10 Next steps …  OPAC Subcommittee is examining Data integrity Functionality Appearance Usability Accessibility  CIRC/ILL Subcommittee will be looking at future SUS-wide request capabilities

11. M.Newberry11 Next steps …  Technical Services Committee is looking at: Aleph indexing changes for v.18 and effect on Endeca Use of material type codes for more user-friendly results Processes to optimize the consistency of the bibliographic and holdings data feeding into Endeca

12. M.Newberry12 Much further down the road  Libraries will need to start looking at feasibility of sharing bibliographic records to: Reduce duplication of effort Share authority control Redirect resources into enhancing the data Reduce level of effort to produce the Endeca database

13. M.Newberry13 READY … FIRE … AIM!!!  http://catalog.fcla.edu http://famu.catalog.fcla.edu http://fau.catalog.fcla.edu http://fgcu.catalog.fcla.edu http://fiu.catalog.fcla.edu http://fsu.catalog.fcla.edu http://ncf.catalog.fcla.edu http://ucf.catalog.fcla.edu http://uf.catalog.fcla.edu http://unf.catalog.fcla.edu http://usf.catalog.fcla.edu http://uwf.catalog.fcla.edu

14. M.Newberry14 Basic Search

15. M.Newberry15 Search Results

16. A Closer Look at Facets

17. Browse the Virtual Shelf

18. M.Newberry18 Advanced Search

19. M.Newberry19 Advanced Search

20. M.Newberry20 Advanced Search

21. M.Newberry21 Advanced Search

22. M.Newberry22 Boolean Search

23. M.Newberry23 A Closer Look at Results Item status is dynamically displayed If item is requestable, displays request link Create RSS Feed for any result set

24. M.Newberry24 Export Options

25. M.Newberry25 Patron Empowerment

27. M.Newberry27 Full View with Holdings

28. M.Newberry28 Full View with Holdings

29. M.Newberry29 MARC View (Union)

30. M.Newberry30 MARC View (Local)

31. M.Newberry31 Monograph with many Holdings

32. M.Newberry32 Monograph Holdings Full View

33. Monograph Detailed Holdings

34. M.Newberry34 Serial with many Holdings

35. 35 Serial Holdings Full View

36. 36 Serial Detailed Holdings

37. M.Newberry37 Endeca Record

38. Endeca Record (large record) …

39. M.Newberry39 Endeca Record (large record) …

42. M.Newberry42 Endeca Record (large record) …