Embed Size (px)
Citation preview
River Campus Libraries
1
CUIPID ProjectCatalog User-Interface Platform for Iterative Development
David LindahlDirector of Digital Library InitiativesUniversity of Rochester Libraries
Jeff SusczcynskiLead DeveloperUniversity of Rochester Libraries
2
What is CUIPID?
Catalog User Interface Platform for Iterative Development
Project of the Digital Initiatives Unit at the University of Rochester Libraries
CUIPID is a technology platform that enables iterative, user-centered design of new catalog user interfaces
It will help us relate metadata and user needs.
3
CUIPID Roadmap
Usability Issuesand Opportunities
FRBR Model
UB Alternative Catalog
Stanford XOBIS
Influences
4
Users must select a search type.
Example: Choose “title” if you know exact title, or
the beginning of the title Choose “title keyword” if you know
some words in title Users must select the correct type for
optimal or acceptable results
Usability Issue
5
Usability Issue
Users should not enter initial articles.
Initial articles are “a” “an” and “the” Certain search types are left-anchored and
user must leave off initial articles when these are used
6
Usability Issue
Users must undestand what a left-anchored title search is and when it is called for.
Some search types are, some aren’t Patron is looking for the “Journal of Cell
Biology” Patron selects Journal Title for search type
and enters: “Cell Biology” – fails “Journal of Cell Biology” - success “Journal of Cell” - success
7
Users must use “set limits” to navigate large result sets.
User needs to resubmit search Too many choices for language, location, etc Date limits confusing
Usability Issue
8
Usability Issue
Users don’t understand the invisible boundaries of our information islands.
Users search for journal articles in the catalog
Users search for books in website search
9
Collecting multiple records to print, save, or email is confusing.
Too many buttons and choices Layout confusing Doesn’t remember choices between
different results pages
Usability Issue
10
Opportunity
Libraries should hide the technology.
Systems Online Catalog Website Databases Interlibrary Loan
Features Search Engines Authentication Mechanisms Requests
11
Opportunity
Incorporate other content indices
Course pages Web pages (subject guides) Institutional Repositories Digital content repositories
12
Provide automatic spelling suggestions
Voyager Catalog Google RCL Site Search CUIPID
Opportunity
13
Opportunity
Support number searching whether spelled out or numerical
14
Opportunity
Provide more useful information with record displays.
Display suggestions of other titles instead of just subject headings
Book cover images, sample pages Reviews Recommendations Donor information
15
Opportunity
Provide context-sensitive services based on circulation status
Examples: If item is available, provide a stack map If item is checked-out, provide a recall form If item is lost, provide an interlibrary loan
request form
16
Opportunity
Automatically recognize journal title abbreviations
Interpreting citations with journal title abbreviations is difficult without extensive knowledge or a reference book
This can be accomplished with a web-service that can translate abbreviation to full-title
17
CUIPID Roadmap
Usability Issuesand Opportunities
FRBR Model
UB Alternative Catalog
Stanford XOBIS
Influences
18
FRBR Model
AACR2
FRBR
MARC
Anglo-AmericanCataloguing Rules
Machine ReadableCataloging
Functional Requirementsfor Bibliographic Records
?
?AACR3
?
19
FRBR Example
What might FRBR accomplish for users? Here is an example…
20
FRBR Example
21
FRBR Example
Susan B. Anthony Keyword Search – Top Hits
1) Biography2) Biography3) Biography4) Susan B. Anthony
Preservation District5) Her Writings6) Biography7) Biography8) Biography9) Correspondence10) Virgil Thomson opera
recording11) Biography
12) Proceedings of her Trial13) Virgil Thomson opera
recording14) Music from the Ken
Burns film 15) The Ken Burns film16) Biography17) Biography18) Analysis of her writings19) Women’s Studies
Newsletter20) Her papers21) Biography
22
FRBR Example
23
FRBR Example
24
FRBR Example
25
FRBR Example
Why is this better? Collocation: materials with the same or
related content are grouped together. Easier navigation through search results Precise results with simple search queries.
26
What is FRBR?
Functional Requirements for Bibliographic Records
IFLA publication, 1998 A conceptual model, not a standard Relates bibliographic data to user tasks Tools and rules are available
27
FRBR Entities
Group 1 Work, Expression, Manifestation, Item Products of intellectual or artistic endeavor
Group 2 Person, Corporate Body Those responsible for intellectual or artistic
content Group 3
Concept, Object, Event, Place Serve as subjects of works
28
FRBR Group 1 Entities
Work
Expression
Manifestation
Item
Goethe’s “Faust”
L. Filmore’s English translation of Faust
As published by W. Smith, 1847
The copy owned by my library
29
CUIPID Roadmap
Usability Issuesand Opportunities
FRBR Model
UB Alternative Catalog
Stanford XOBIS
Influences
CUIPID
30
CUIPID Roadmap
Usability Issuesand Opportunities
FRBR Model
UB Alternative Catalog
Stanford XOBIS
Influences
Videos / DVDs
Audio / CDs
eJournals
Project Timeline
Site Search
SARA
CUIPIDVoyager
31
Voyager Demo
Voyager Demo
32
Voyager
Architecture - Voyager
Metadata
Index
User Interface
INDEX
Examples:- Title index- Author index- Journal index
Voyager UI
SQL database
MARC
Examples:- Bibliographic Record- Holding Record- Authority Record
33
CUIPID Roadmap
Usability Issuesand Opportunities
FRBR Model
UB Alternative Catalog
Stanford XOBIS
Influences
Videos / DVDs
Audio / CDs
eJournals
Project Timeline
Site Search
SARA
CUIPIDVoyager
34
DVDs and Videos
Why?
Common queries were for specific titles, genres and directors
Voyager just didn’t cut it Not browse-able Cumbersome limits page to work through
Integration with website UC Berkeley example
Videos / DVDs
35
DVDs and Videos
What?
Web interface for searching and browsing DVD and Videos collection
Fully automated system Maintain data in Voyager Allow users to search by keyword, and browse
by title, genre, language, and director Customized metadata display on results screen Demo
Videos / DVDs
36
ColdFusion
Architecture - Videos
Metadata
Index
User Interface
Voyager
SQL database
MARC
INDEX
Voyager UI
SQL database
Videos
Cached Queries
Find Videos/DVDs
37
DVDs and Videos (etc)
“DVDs and Videos” is related to FRBR
Primary language = expression level attribute Genre = work-level attribute User needs for metadata Unknowingly implemented aspects of FRBR
Videos / DVDs
38
CUIPID Roadmap
Usability Issuesand Opportunities
FRBR Model
UB Alternative Catalog
Stanford XOBIS
Influences
Videos / DVDs
Audio / CDs
eJournals
Project Timeline
Site Search
SARA
CUIPIDVoyager
39
SARA
Why?
Overcome limitations of commercial metasearch application
Influenced by grouped-search-results page at Amazon.Com
Experiment: Can we search everything from a single user interface?
SARA
40
What is SARA?
Search And Retrieval Application
ColdFusion as a platform for metasearch Multiple concurrent Voyager searches Demo
SARA
41
ColdFusion
Architecture - SARA
Metadata
Index
User Interface
Voyager
SQL database
MARC
INDEX
Voyager UI SARA
Verity Indexes
Stored Queries
42
CUIPID Roadmap
Usability Issuesand Opportunities
FRBR Model
UB Alternative Catalog
Stanford XOBIS
Influences
Videos / DVDs
Audio / CDs
eJournals
Project Timeline
Site Search
SARA
CUIPIDVoyager
43
What is CUIPID?
Catalog User Interface Platform for Iterative Development
Metadata platform (infrastructure) User-Centered-Design platform
CUIPID
44
What is CUIPID
Metadata platform (infrastructure) MARCXML Information Silos Extensible
CUIPID
45
What is CUIPID
User-Centered-Design platform No training Results that are
Precise Comprehensive
Meet expectations
CUIPID
46
CUIPID Version 1
Proof of concept Used technology we had on hand Approximately 2000 records, four authors:
Jane Austen Charles Dickens William S. Burroughs Igor Stravinsky
Demo
CUIPID
47
Verity Index
Verity
Filesystem
ColdFusion
CUIPID Version 1 - Architecture
Metadata
Index
User Interface
Voyager
SQL database
MARC
INDEX
Voyager UI CUIPID 1
MARCXML
48
CUIPID Version 1 - Issues
Slow (10 seconds for a search) Record Limit (<250,000 records) Limited indexing (maximum 2 fields) Limited API
CUIPID
49
CUIPID Version 2
Purchased server (Windows) Installed XML database (TextML) Added data Created indexes
Installed API (COM) Next Steps
Test and tweak Performance Design metadata platform Design and build user interface(s)
CUIPID
50
XML Database
ColdFusion
CUIPID Version 2 - Architecture
Metadata
Index
User Interface
Voyager
SQL database
MARC
INDEX
Voyager UI CUIPID 2
MARCXMLMARCXML
extra metadata
Dublin core
METS Wrappers
IndexXPath
COM API
51
CUIPID Version 2 – Create MARCXML
Create MARCXML
Bib_Data
Record segment
Record segment
Record segment
BLOBPERL
Script 1
MFHD_Data
Record segment
Record segment
Record segment
BLOB
Voyager Tables
Bibrecords
MARCXML
Holdings records
MarcEdit + (VB script to split
into individual files)
MARCXML
Bibliographic records
Holdingsrecords
PERLScript 2
MFHDIDs
CUIPID
52
CUIPID Version 2 – Populate DB
Populate repositories Add a DocBase for CUIPID Add two repositories (Bibs and MFHDs) Add XML files using TextML GUI (browse / select)
Copies files into the repositories Creates log file to capture formatting problems in the
records
CUIPID
Holdings records
Bibliographic recordsCUIPID DocumentBase
Repository: Bibs
Repository: Holdings
MARCXML
MARCXML
TextML
53
CUIPID Version 2 – Create Indexes
Steps to create index Assign a name Select type Design XPath statement Add comments
Examples Keyword Anywhere (built-in) Author Title Subject
TextML indexes repair and update automatically Voyager index maintenance requires manual
intervention, and server resources (keyword index regeneration).
CUIPID
54
CUIPID Version 2 – User Interface
Interfaces to TextML Web Interface COM API
Cold Fusion COM <CFOBJECT> CreateObject() embedded in <CFSCRIPT> Call TextML api commands to submit queries from
inside ColdFusion programs Pass XML formatted query object
CUIPID
55
Questions
Versions of MARCXML format? Issue with TextML character set? Is MARCXML a schema or a DTD? Can you tell TextML which schema or DTD
is being used for a particular repository? (to validate)
Provide example of XPATH statement Screen snap of TextML out of box XML formatted query subbmitted to
TextML
River Campus Libraries
56
CUIPID ProjectCatalog User-Interface Platform for Iterative Development
David LindahlDirector of Digital Library InitiativesUniversity of Rochester Libraries
Jeff SusczcynskiLead DeveloperUniversity of Rochester Libraries
