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A Resource Discovery Service for the Library of Texas
Requirements, Architecture, and Interoperability Testing
William E. Moen, Ph.D.Principal Investigator
<wemoen@unt.edu>
CNI Fall Task Force MeetingDecember 5, 2002San Antonio, Texas
William E. Moen CNI Task Force Meeting -- December 5, 2002 2
Library of Texas
A Virtual LibraryReaching Across Boundaries to
Extend Access to A Range of
Information Resources
• Collection Boundaries
• Organizational Boundaries
• Format Boundaries
William E. Moen CNI Task Force Meeting -- December 5, 2002 3
ZLOT Project
ZLOT ProjectResource discovery service•Search/retrieval interface •Virtual catalog
TIF Board
Library of Texas• Resource discovery service• Commercial online
databases• Preserving electronic
government documents• Training librarians
TSLACFY 2001 - 2005
TXCDKFY 2002 -2003
William E. Moen CNI Task Force Meeting -- December 5, 2002 4
ZLOT Project
• Z Implementation Component of the Library of Texas
• Developing a standards-based approach for the virtual library
• Project Focus• Identifying requirements for resource discovery
across library catalogs and online databases• Demonstrating feasibility and utility of resource
discovery tools
William E. Moen CNI Task Force Meeting -- December 5, 2002 5
Resource Discovery
William E. Moen CNI Task Force Meeting -- December 5, 2002 6
Finding & Exposing
• Finding: Users can find only what’s been exposed
• Exposing: How content is exposed determines the how and if user can find it
• Goal: Connect users to information • Strategy: Interoperability on multiple levels• Tactic: Common agreements for exposing and
finding– Protocols– Syntaxes– Semantics
William E. Moen CNI Task Force Meeting -- December 5, 2002 7
ZLOT Components
Functional Requirements
Technology InventoryAssessment
Proof of Concept
Evaluation
Service-Based Architecture
Technical Requirements
&Specifications
William E. Moen CNI Task Force Meeting -- December 5, 2002 8
Functional Requirements
• Key Players– Advisory Group – Focus Groups
• Requirements– Virtual Catalog– Search and Retrieval
Interface– Search Interface– Retrieval Interface
• Priorities1. Must Have2. Should Have3. Nice to Have
Resource Discovery Service
Virtual Catalog
Search & Retrieval Interface
William E. Moen CNI Task Force Meeting -- December 5, 2002 9
Common Interface —Diverse Resources
William E. Moen CNI Task Force Meeting -- December 5, 2002 10
ZLOT Components
Functional Requirements
Proof of Concept
Evaluation
Service-Based Architecture
Technical Requirements
&Specifications
Technology Inventory Assessment
William E. Moen CNI Task Force Meeting -- December 5, 2002 11
Texas Library Landscape
• Libraries:– 165 academic libraries – 550 public libraries
• Holdings:– Academic: 33,458,000– Public: 27,466,300
• Technology: – ZLOT Technology Inventory and Assessment Survey– 53% response rate
William E. Moen CNI Task Force Meeting -- December 5, 2002 12
Technology Assessment:Z39.50 Servers
31%
43%
84%
65%58% 61%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Academic Public Sample
Included
Running
William E. Moen CNI Task Force Meeting -- December 5, 2002 13
Technology Assessment:Z39.50 Clients
51%43%
78%
55%
68% 64%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Academic Public Sample
Included
Running
William E. Moen CNI Task Force Meeting -- December 5, 2002 14
Technology Assessment:Library Websites
Academic Public Sample
Have website 100% 62% 69%
Hosted in library 45% 40% 42%
Maintained by library 81% 70% 73%
William E. Moen CNI Task Force Meeting -- December 5, 2002 15
Technology Assessment:Internet Access
Fastest Connection
0%
10%
20%
30%
40%
50%
60%
70%
80%
Academic Public Sample
ISDN at 128 Kbps
T-1 (1.544 Mbps)
T-3 (45 Mbps)
William E. Moen CNI Task Force Meeting -- December 5, 2002 16
ZLOT Components
Functional Requirements
Technology InventoryAssessment
Evaluation
Service-Based Architecture
Technical Requirements
&Specifications
Proof of Concept
William E. Moen CNI Task Force Meeting -- December 5, 2002 17
Proof of Concept
• Assess feasibility of functional requirements through prototypes
• Examine capabilities of vendor products• Identify challenges
– Z39.50 access to library catalogs– Concurrent searching– Interface design
• Participation by 11 library technology vendors
William E. Moen CNI Task Force Meeting -- December 5, 2002 18
Proof of Concept: Resource Discovery Service
1. 22 - Z39.50 Catalogs
2. 6 - Web Catalogs
3. 10 - TexShare Databases
4. Texas Records and Information Locator
Resources Middleware Interface1. Broadcast Searching
a. Similar Resources
b. Dissimilar Resources
2. Common Retrieval Display
1. Translates Searches
2. Formats Retrievals
3. Interacts with Multiple IR Systems
Information Retrieval Systems
10 Vendor Prototypes
William E. Moen CNI Task Force Meeting -- December 5, 2002 19
ZLOT Components
Functional Requirements
Technology InventoryAssessment
Proof of Concept
Service-Based Architecture
Technical Requirements
&SpecificationsEvaluation
William E. Moen CNI Task Force Meeting -- December 5, 2002 20
Evaluation
• Evaluation plan for the Library of Texas– Goals, objectives, outcomes, and indicators
for 4 LOT components
• Assessment of Proof of Concept prototypes– Systematic evaluation of prototypes against
functional requirements– Inform Technical Requirements &
Specifications
William E. Moen CNI Task Force Meeting -- December 5, 2002 21
Sample Results
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
Functional Requirement
Per
cen
tag
e o
f R
equ
irem
ent
NO 8.3% 2.8% 75.0% 69.4% 25.0%
SOMEWHAT 5.6% 13.9% 5.6% 8.3% 19.4%
YES 86.1% 77.8% 2.8% 44.6% 16.7% 13.9% 38.9%
UND 5.6% 16.7% 55.6% 83.3% 8.3% 16.7%
SRI1 SRI2 SRI11 SRI12 SRI13 SRI14 SRI16
William E. Moen CNI Task Force Meeting -- December 5, 2002 22
ZLOT Components
Functional Requirements
Technology InventoryAssessment
Proof of Concept
Evaluation
Technical Requirements
&Specifications
Service-Based Architecture
William E. Moen CNI Task Force Meeting -- December 5, 2002 23
Service-CentricVirtual Library
UserGroups
Resources
Technology
Management
SERVICES
William E. Moen CNI Task Force Meeting -- December 5, 2002 24
User-Driven Services
LIBRARY SERVICES
UserGroup
UserGroup
UserGroup
UserGroup
LibraryResources
LibraryTechnology
William E. Moen CNI Task Force Meeting -- December 5, 2002 25
Architecture
PROVIDER LAYER
SERVICES LAYER
USER LAYER
Communication Protocols
Communication Protocols
William E. Moen CNI Task Force Meeting -- December 5, 2002 26
Provider Layer
PROVIDER LAYER
DigitalContent
Librarian Library Supplier
Provider Type Dependent on VL Service
ResourceDiscovery
Service
Virtual Reference
Service
ILLService
DocumentOrder/Delivery
Service
William E. Moen CNI Task Force Meeting -- December 5, 2002 27
Services Layer
Standard Information Interchange Among Services
Reference Financial
Resource Discovery
Resource Access
PersonalizationAuthentication
William E. Moen CNI Task Force Meeting -- December 5, 2002 28
Resource Discovery:Functional View
1. TexShare Databases
2. E-books
3. Electronic Archive of Government Information
4. Statewide Virtual Catalog
Content or Resource Collections
Representations of Resources1. Proprietary Records
2. Indices of Full-text Files
3. Dublin Core Metadata Records
4. MARC Records
MIDDLEWARELOT Search &
Retrieval Interface1. Broadcast Searching
a. Similar Resources
b. Dissimilar Resources
2. Common Retrieval Display
1. Translates Searches
2. Formats Retrievals
3. Interacts with Multiple IR Systems
Middleware
Information Retrieval Systems
William E. Moen CNI Task Force Meeting -- December 5, 2002 29
Resource Discovery: Functions
Browse
Collection Selection
Evaluation
Query
Common User Interface
William E. Moen CNI Task Force Meeting -- December 5, 2002 30
Resource Discovery:Architecture
DIGITAL CONTENT
SERVICES LAYER
USER LAYER
TexShare TRAIL VC Others
Resource Discovery
Library Home Office Mobile
Personalization
Authentication
Z39.50
HTTP
SOAP
SOAP
OTHER
William E. Moen CNI Task Force Meeting -- December 5, 2002 31
ZLOT Components
Functional Requirements
Technology InventoryAssessment
Proof of Concept
Evaluation
Service-Based Architecture
Technical Requirements
&Specifications
William E. Moen CNI Task Force Meeting -- December 5, 2002 32
Technical Requirements & Specifications
• Refinement of functional requirements– Based on Proof of Concept experience– Formal assessment of prototypes– Vendor responses on functional requirements– Evolving understanding of the requirements
• Specifications of standards to improve interoperability
William E. Moen CNI Task Force Meeting -- December 5, 2002 33
Interoperability Factors
• Multiple and disparate systems
• Multiple protocols
• Multiple data formats, syntax, metadata schemes
• Multiple vocabularies, ontologies, disciplines
• Multiple languages, Multiple character sets
• Indexing, word normalization, and word extraction policies
William E. Moen CNI Task Force Meeting -- December 5, 2002 34
Z-INTEROP Testbed
• Z39.50 Interoperability Testbed Project
• A Institute of Museum and Library Services National Leadership Grant
• Goal: Improve Z39.50 semantic interoperability among libraries for information access and resource sharing
William E. Moen CNI Task Force Meeting -- December 5, 2002 35
Z-INTEROP Components
• Test dataset– 400,000 MARC 21 records from OCLC’s WorldCat
• Z39.50 reference implementations– Z-client, Z-server, information retrieval system
• Test scenarios & searches– Searches with known result records from dataset
• Benchmarks– Results of test searches against reference
implementations
William E. Moen CNI Task Force Meeting -- December 5, 2002 36
ZLOT & Z-INTEROP
• ZLOT resource discovery service specifies support for: – Z39.50 – Z39.50 profiles
• Z-INTEROP can be used to assist libraries and vendors in Z39.50 configuration and testing
• Improve user confidence in resource discovery service
William E. Moen CNI Task Force Meeting -- December 5, 2002 37
Issues
• Optimizing resource discovery – Concurrent / Broadcast searching
performance– Z39.50 interoperability– Non-Z39.50 information providers– Static union v. dynamic virtual catalogs
• Users and usability– Interface design for various target audiences– Defining collection sets for searching
William E. Moen CNI Task Force Meeting -- December 5, 2002 38
Issues
• Standards and emerging technologies– XML– Web services– OpenURL– Z39.50 International: Next Generation
• Search / Retrieve for the Web
• Access control, authorization, and authentication
• Management for collaborative services– Governance– Policy
William E. Moen CNI Task Force Meeting -- December 5, 2002 39
William E. Moen
wemoen@unt.edu
LOT
<http://www.tsl.state.tx.us/lot>
ZLOT Project
<http://www.unt.edu/zlot/>
Z-INTEROP Project
<http://www.unt.edu/zinterop/>
Texas Center for Digital Knowledge
<http://www.txcdk.org/>
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