courtney greene mcdonald - discovery layer strategies for kuali ole at indiana university
DESCRIPTION
Presented by Courtney Greene McDonald, Head, Discovery & Research Services, at Indiana University Libraries. Presentation given on the Indiana University Blacklight discovery layer implementation at the Kuali Days UK conference, 29 October 2013. The session focused on discovery layer choices – software-as-a-service, open source or community source – of three libraries that are actively planning integration with Kuali OLE, including perspectives from the University of Chicago, Indiana University and the University of London and featured specific use cases for OLE discovery layer implementations at their institutions and what influenced their choices.TRANSCRIPT
Indiana University
Courtney Greene McDonald Head, Discovery & Research Services
IU Bloomington Libraries [email protected]
Discovery Layer Strategies for Kuali OLE
29-30 Oct 2013 | Senate House, London | tweet at #kduk13
A few words about Indiana UniversityNine campuses, 50 libraries
IUCAT – shared statewide online catalogSirsiDynix Symphony ILS
System-wide request delivery
Diversity of collections (monographs, e-resources, various media, digital collections)
8 mil bibliographic records
Statewide participation leads to a complex data environment:- Who shares records? What records?
How?- Cataloging services provided to “extra-systems”
libraries- Vendor records- Widely varying formats, classification
schemes; numerous languages
IPFW
A few words about Indiana UniversityNine campuses, 50 libraries
IUCAT – shared statewide online catalogSirsiDynix Symphony ILS
System-wide request delivery
Diversity of collections (monographs, e-resources, various media, digital collections)
8 mil bibliographic records
Statewide participation leads to a complex data environment:- Who shares records? What records?
How?- Cataloging services provided to “extra-systems”
libraries- Vendor records- Widely varying formats, classification
schemes; numerous languages
IPFW
A few words about Indiana UniversityNine campuses, 50 libraries
IUCAT – shared statewide online catalogSirsiDynix Symphony ILS
System-wide request delivery
Diversity of collections (monographs, e-resources, various media, digital collections)
8 mil bibliographic records
Statewide participation leads to a complex data environment:- Who shares records? What records?
How?- Cataloging services provided to “extra-systems”
libraries- Vendor records- Widely varying formats, classification
schemes; numerous languages
IUCAT Classic One-size-fits-all public interface has its costs
How to best serve all campuses and enable flexibility?
• Review took place in early 2011, candidate applications were Blacklight & VuFind
• Either system judged able to fulfill baseline requirements
• Report & recommendations available at: http://hdl.handle.net/2022/13621
Discovery Layer Selection
• Reasons for choosing Blacklight• Exceptional flexibility• Development community
Other general requirements included• Integrate non MARC metadata from local collections‐• Integrate with technologies enabling single sign on for login to IUCAT services (My Account, tagging, lists,
etc) & off campus access to online resources.‐• Permalinks for records & searches• Generate properly formatted citations for major styles (Chicago, APA, MLA).• Single search box on screen (with access to advanced search) that performs a keyword search using an
index defined by librarians.
Highlights on Selection
• Work began in Summer 2011• public beta release in November 2012• transition to Blacklight interface as primary entry point
in May 2013
• A few details• Ruby v PHP• Data: Indexing, refreshing, displaying• Campus views• Browse Call Number
Implementation
• General Features & Functionality• Authentication & Account Management • Export & Sharing• Search Functionality & Results Display
Core Functionality
• General Features & Functionality• Authentication & Account Management • Export & Sharing– Create multiple lists– Print / Email / Save search results, Text call #– RSS feeds for searches / new titles– Generate citations for major styles, export
• Search Functionality & Results Display
Core Functionality
• General Features & Functionality• Authentication & Account Management • Export & Sharing• Search Functionality & Results Display– Faceted searching– Single search box with access to advanced search– Limit to library/group of libraries– Browse search– Display call number for each location on search results– Alternate spelling suggestions
Core Functionality
• General Features & Functionality• Authentication & Account Management • Export & Sharing• Search Functionality & Results Display– Faceted searching– Single search box with access to advanced search– Limit to library/group of libraries– Browse search– Display call number for each location on search results– Alternate spelling suggestions
Core Functionality
• General Features & Functionality• Authentication & Account Management • Export & Sharing• Search Functionality & Results Display– Faceted searching– Single search box with access to advanced search– Limit to library/group of libraries– Browse search– Display call number for each location on search results– Alternate spelling suggestions
Core Functionality
• General Features & Functionality• Authentication & Account Management • Export & Sharing• Search Functionality & Results Display– Faceted searching– Single search box with access to advanced search– Limit to library/group of libraries– Browse search– Display call number for each location on search results– Alternate spelling suggestions
Core Functionality
• General Features & Functionality• Authentication & Account Management • Export & Sharing• Search Functionality & Results Display– Faceted searching– Single search box with access to advanced search– Limit to library/group of libraries– Browse search– Display call number for each location on search results– Alternate spelling suggestions
Core Functionality
General Features & Functionality
Required• Create custom campus views• Permanent, stable URLs for records & searches
Highly Desirable• Campus-specific “Ask a Librarian” links
Implementation: campus views
Implementation: campus views
Implementation: campus views
Implementation: campus views
04/14/2023
Improved patron service: directing reference questions submitted via
IUCAT to the appropriate campus reference service
routing patrons directly to campus library websites
More details at: https://blogs.libraries.iub.edu/iucatbeta/2013/01/ask-a-librarian/
Implementation: Ask A Librarian
Implementation: Ask A Librarian
Implementation: Ask A Librarian
Implementation: call number browse
Implementation: call number browse
Implementation: call number browse
Implementation: tricky bits
• Data• Configuration of indexes• Going from more to less structured search• Format fun!
• Authentication & account management• My Account services• Off-campus authentication• Single sign-on (sort of: 2 systems + limited resident access)• Requesting items (2 systems: Sirsi + offsite storage)
• Statewide scope
• Data Structures Group– Formed Data Structures Group: technical services
staff (incl representatives from serials, music library, law library)
• Charge: make and document recommendations for configuration of indexing and record display within Blacklight. This includes but is not limited to search indexes, faceting, the display of bibliographic records and other search and browse displays.
Implementation: tricky bits
• Data Structures Group– Formed Data Structures Group: technical services
staff (incl representatives from serials, music library, law library)
• Charge: make and document recommendations for configuration of indexing and record display within Blacklight. This includes but is not limited to search indexes, faceting, the display of bibliographic records and other search and browse displays.
Implementation: tricky bits
Implementation: off-campus access
Implementation: off-campus access
Implementation: off-campus access
Implementation: off-campus access
04/14/2023
Implementation: off-campus access
Publicity & user feedback
Publicity & user feedback
Looking forward
http://www.flickr.com/photos/waikikiweekly/3639971503/ http://www.flickr.com/photos/afeicht1/2797850952/
• Lists• New titles• Enhanced views /
additional customization by campus or format
• Transition to Kuali OLE
Discovery Strategy for Kuali OLE
• Implement catalog discovery layer overlay (Blacklight) - check
• Expected Kuali OLE Implementation December 2015
• Integration with Blacklight and Ebsco Discovery Service for subscribing campuses (Bloomington, Kokomo, South Bend) [using Ebsco Blacklight gem; similar functionality available for VuFind]
• Integration with other structured data sources (not explicitly dependent on OLE migration)• IU Digital Collections• Other campus specific or contextual search data
Ebsco Discovery Service
• IU Bloomington o EDS beta partner, launched as OneSearch@IU in August 2011o Integrated into library site search/resource gateway search, link on home page,
tab in subject guides, tabbed search box on Find Information pageo Drupal 7 module for website integration
• IU Kokomoo Launched Sept 2011 o Search box on home page, Find Information page, resources A-Z guide, and
Public Access & Research Resources page
• IU South Bendo Just launched for this academic year
• All campuses share a single catalog extract
Campus specific
SD Symphony 3rd Party Data APIs
IU Kokomo
IU Southeast
IU Bloomington, South Bend
Architecture IUCAT (Blacklight)
IU Kokomo
Archival Collections
Digital Library Collections
Additional reading on the project• Moore, Kate B., and Courtney Greene. 2012. “The Search for a New OPAC: Selecting an Open Source
Discovery Layer.” Serials Review 38 (1) (March): 24–30.
• Greene, Courtney, Barbara Gushrowski, Randall Lent, Chris Evin Long, Mary Beth Minick, Kate Banet Moore, Gwendolyn Pershing, Mary Pagliero Popp, and Susan Skekloff. 2011. “IU Libraries Discovery Layer Task Force Summary Report and Recommendation”. Indiana University Libraries. http://hdl.handle.net/2022/13621.
Thank you!Courtney Greene [email protected]
Access IUCAT: http://iucat.iu.edu/