niso webinar: the future of integrated library systems part 2: user interaction

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  • 1. http://www.niso.org/news/events/2011/nisowebinars/userinteraction/ The Future of IntegratedLibrary Systems Part Two: User InteractionMay 18, 2011Speakers: Jennifer Bowen, JohnBlyberg, Anya Arnold & Allie Flanary

2. Designing A Discovery Interface to Address User Needs: the eXtensible Catalog (XC) Jennifer Bowen University of Rochester Rochester, NYNISO Future of the ILS, Part 2: User InteractionWebinar, May 18, 2011 3. Studying Students 4. Studying usersWe know what they need.Slide 4 5. Studying usersWe know what they need.What do they need?Slide 5 6. Studying usersWe know what they need.What do they need?What do they need to do? Slide 6 7. Problem: User research is of limited value if a librarydoesnt have control over its discoveryenvironment Our solution: Develop our own software (eXtensible Catalog) Offer a modular architecture (4 toolkits) Build in tons of configurability Use established standards and protocols Give it away (open source) 8. eXtensible Catalog (XC) SoftwareUser InterfaceHighly customizableMetadata ToolsEnables batch cleanup, augmentation, etc.Connectivity ToolsConnect to an ILS, etc.9 9. XC: Taking Control of metadataMore ControlMore Options forover MetadataCustomizing the User Interface 10 10. XC User Interface CustomizationThemesIndexesFacet definitionsResult ListsRecord DisplaysBrowse interfaces for specific users/purposes11 11. User Research for theeXtensible Catalog12 12. XC User Research PartnersCornell UniversityOhio State UniversityUniversity of RochesterYale University 13. XC User Research Approach What articles, books and other resources hadresearchers used most recently? How did they know the items existed? How did they obtain them? How did they use them? How do they keep current in their fields? 14. A Few User Research Findings 15 15. User Research Findings Users want to choose between versions of aresource, see relationships between resources XC approach: Underlying XC metadata is based on FRBR model: works, expressions, manifestations, etc. Use some RDA data elements in FRBR structure Metadata services to aggregate/group FRBR entities in the User Interface16 16. User Research Findings Researchers value scholarly networks Teacher/student relationships, etc. XC approach: Define a local metadata element for thesis advisor User interface can display it appropriately (NOT as another author!) Metadata limitations: non-standard, not in our legacy metadata17 17. User Research Findings Users have preferred material and formattypes, depending upon their projects Show online materials only Exclude microforms Users want to know why items appear on asearch result list Show keywords in context 18 18. XC User Interface DemoTranslating User ResearchFindings into XC Functionality 19 19. 20 20. 21 21. 22 22. 23 23. 24 24. 25 25. View XC Schema 26 26. XC and RDA 27 27. RDA in the XC Schema RDA elements can interact with data elementsfrom other schemas using an ApplicationProfile XC Schema contains a subset of RDA elements RDA elements help us maintain granularity ofMARC data and improve upon it RDA serves as a bridge between MARC-based systems and emerging applications 28 28. Implementing RDA in XC FRBR-based, not MARC-based Separate but linked records for FRBR Group 1entities XC works alongside a MARC-based ILS Implements a subset of RDA in a non-MARCenvironment Sets stage for other non-MARC RDAimplementations, perhaps linked data? 29 29. Benefits of RDA in XC Enables conversion of MARC fields to RDAelements using bulk processing services Uses RDA data in a working discoveryinterface Integrates with current library systems Will make library metadata more usable viathe open web 30 30. View XC Schema 31 31. 32 32. 33 33. 34 34. 35 35. 36 36. 37 37. 38 38. 39 39. 40 40. 41 41. 42 42. 43 43. 44 44. [email protected] to Nancy Fried Foster and David Lindahl for the use of selected slides. 45. SOPAC 2.1Digital Strategy for the New LibraryJohn BlybergAsst. Director for Innovation & UX Darien Library Darien, CT 46. What isSOPAC ? 47. Who isSOPAC ? 48. Current Installations Darien Library, Darien, Connecticut www.darienlibrary.org Ann Arbor District Library, Ann Arbor, Michigan www.aadl.org Palos Verdes Library District, Palos Verdes, California www.pvld.org 49. How doesSOPACWork ? 50. OPAC Users ILS 51. SOPAC Users Locum &InsurgeConnectorSQL SphinxILS 52. SOPACdevelopment isUX - driven. 53. Tagging inSOPAC 54. Staff favorites 55. Better than the book 56. Meet us on Main Street 57. Middlesex autobiography 58. Reviews & Ratings inSOPAC 59. Hot Fiction 60. Favorite Fiction 61. SOPAC& Me 62. Designed byCraftyspace 63. Designed byCraftyspace 64. Designed byCraftyspace 65. SOPACLocum & InsurgeSQLSphinx 66. SOPAC& The PhysicalLibrary 67. Main Street 68. SOPAC2.1 and beyond... 69. ReviewsUpdatesEventsOverdue NoticesRequestsFeedback 70. ReviewsUpdatesEventsOverdue NoticesRequestsFeedback 71. Organic Groups 72. CustomerRelationshipManagement 73. Schema-lessBibliographic DataStorage 74. Thank-you! For more information, visit: thesocialopac.netJohn BlybergAssistant Director for Innovation and UX Darien [email protected] 75. NISO5/18/2011 END USERSDiscoveryAllie FlanaryAnya N. ArnoldFaculty Librarian, Resource Sharing Program ManagerPortland Community College [email protected]@shinylibanyaarnold (gtalk/gmail) @AnyaNArnoldMay 18 NISO webinar on the future of the ILS: User Interaction 76. The mission of the Orbis Cascade Alliance is tostrengthen member libraries throughcollaboration in order to support the work of ourstudents, faculty, staff, and researchers. Alliancemembers join together to enhance our services, shareour information resources and expertise, enrichand preserve our collections, and develop library staff tomeet the challenges of a rapidly changinginformation environment.May 18 NISO webinar on the future of the ILS: User Interaction 77. Alliance Libraries 7 Puget Sound 520 Cascade Range Eastern 2 Willamette Valley Central 2Southern 78. Summit catalog allowsstudents, faculty, and staff to easily searchand request library materials owned bymember libraries.The Summit catalog is on the WorldCatplatform. Some members use WorldCat Localand some use their local OPAC with links to theSummit catalog, a Group display ofWorldCat Local. May 18 NISO webinar on the future of the ILS: User Interaction 79. You and I may call it a discoveryplatform, but to many of them, its the library catalog... and itdoesnt function like it used to.May 18 NISO webinar on the future of the ILS: User Interaction 80. Many features and elements ofWorldCat Local did work exactlyas designed, its just that therewere more types of users and use scenarios than anyoneoriginally thought. May 18 NISO webinar on the future of the ILS: User Interaction 81. "Because Google and Amazoncan do it..." is a reasonable user expectation for WorldCat LocalMay 18 NISO webinar on the future of the ILS: User Interaction 82. Communications mechanisms WorldCat Discovery Day Symposium Weekly update Newsletters Individual site usability testing (submitted to Alliance for review and cross-referencing) Alliance email lists OCLC email lists OCLC usability focus group OCLC usability testing (recent Usabilla test) User group meetings - virtual and at ALA SPOT (Summit Planning and Operations Team) SPOT representativesMay 18 NISO webinar on the future of the ILS: User Interaction 83. Alliance libraries have used WorldCat Local orGroup view for over two years.A lot has changed......May 18 NISO webinar on the future of the ILS: User Interaction 84. 20102011 May 18 NISO webinar on the future of the ILS: User Interaction 85. 2011 May 18 NISO webinar on the future of the ILS: User Interaction 86. 2010 May 18 NISO webinar on the future of the ILS: User Interaction 87. 2011 May 18 NISO webinar on the future of the ILS: User Interaction 88. 2010 2011 May 18 NISO webinar on the future of the ILS: User Interaction 89. Anya N. ArnoldResource Sharing Program ManagerAllie FlanaryFaculty Librarian, Portland Community CollegeMay 18 NISO webinar on the future of the ILS: User Interaction