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The Future of Integrated Library Systems
Part Two: User Interaction
May 18, 2011
Speakers: Jennifer Bowen, John Blyberg, Anya Arnold & Allie Flanary
http://www.niso.org/news/events/2011/nisowebinars/userinteraction/
Designing A Discovery Interface to Address User Needs: the eXtensible Catalog (XC)
Jennifer BowenUniversity of Rochester
Rochester, NY
NISO Future of the ILS, Part 2: User InteractionWebinar, May 18, 2011
Studying Students
Studying users
Slide 4
We know what they need.
Studying users
Slide 5
We know what they need.
What do they need?
Studying users
Slide 6
We know what they need.
What do they need?
What do they need to do?
Problem:
• User research is of limited value if a library doesn’t have control over its discovery environment
• 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)
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eXtensible Catalog (XC) Software
User Interface Highly customizable
Metadata Tools Enables batch cleanup, augmentation, etc.
Connectivity Tools Connect to an ILS, etc.
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XC: “Taking Control” of metadata
More Control over Metadata
More Options for Customizing the User Interface
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XC User Interface Customization
ThemesIndexesFacet definitionsResult ListsRecord DisplaysBrowse interfaces for specific users/purposes
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User Research for the eXtensible Catalog
Cornell UniversityOhio State UniversityUniversity of RochesterYale University
XC User Research Partners
• What articles, books and other resources had researchers 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?
XC User Research Approach
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A Few User Research Findings
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User Research Findings
• Users want to choose between versions of a resource, 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 Interface
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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 metadata
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User Research Findings
• Users have preferred material and format types, depending upon their projects– Show online materials only– Exclude microforms
• Users want to know why items appear on a search result list– Show keywords in context
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XC User Interface Demo
Translating User Research Findings into XC Functionality
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“View XC Schema”
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XC and RDA
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RDA in the XC Schema
• RDA elements can interact with data elements from other schemas using an Application Profile
• XC Schema contains a subset of RDA elements• RDA elements help us maintain granularity of
MARC data and improve upon it• RDA serves as a “bridge” between MARC-
based systems and emerging applications
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Implementing RDA in XC
• FRBR-based, not MARC-based• Separate but linked records for FRBR Group 1
entities• XC works alongside a MARC-based ILS• Implements a subset of RDA in a non-MARC
environment• Sets stage for other non-MARC RDA
implementations, perhaps linked data?
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Benefits of RDA in XC
• Enables conversion of MARC fields to RDA elements using bulk processing services
• Uses RDA data in a working discovery interface• Integrates with current library systems• Will make library metadata more usable via
the open web
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“View XC Schema”
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www.eXtensibleCatalog.orgjbowen@library.rochester.edu
Thanks to Nancy Fried Foster and David Lindahl for the use of selected slides.
SOPAC 2.1Digital Strategy for
the New LibraryJohn Blyberg
Asst. Director for Innovation & UX
Darien LibraryDarien, CT
SOPACWhat is
?
SOPACWho is
?
Current InstallationsDarien Library,Darien, Connecticutwww.darienlibrary.org
Ann Arbor District Library,Ann Arbor, Michiganwww.aadl.org
Palos Verdes Library District,Palos Verdes, Californiawww.pvld.org
SOPACHow does
?Work
ILS
OPAC Users
ILSSQL Sphinx
Locum &Insurge
SOPAC Users
Connector
UX - driven.
development isSOPAC
SOPACTagging in
“Staff favorites”
“Better than the book”
“Meet us on Main Street”
“Middlesex autobiography”
SOPACReviews & Ratings in
Hot Fiction
Favorite Fiction
SOPAC& “Me”
SOPAC&
Designed by Craftyspace
Designed by Craftyspace
Designed by Craftyspace
SQL Sphinx
Locum &Insurge
SOPAC
SOPAC& The Physical Library
“Main Street”
SOPAC2.1 and beyond...
ReviewsUpdatesEventsOverdue Notices
RequestsFeedback
ReviewsUpdatesEventsOverdue Notices
RequestsFeedback
Organic Groups
CustomerRelationshipManagement
Schema-less Bibliographic Data Storage
Thank-you!
For more information, visit:thesocialopac.net
John BlybergAssistant Director for Innovation
and UXDarien Library
john@blyberg.netwww.blyberg.net
May 18 NISO webinar on the future of the ILS: User Interaction
NISO5/18/2011
END USERS
Discovery
anyaa@uoregon.eduanyaarnold (gtalk/gmail)@AnyaNArnold
Anya N. Arnold Resource Sharing Program Manager
Allie FlanaryFaculty Librarian, Portland Community College@shinylib
The mission of the Orbis Cascade Alliance is to
strengthen member libraries through
collaboration in order to support the work of our students, faculty, staff, and researchers. Alliance
members join together to enhance our services, share
our information resources and expertise, enrich and preserve our collections, and develop library staff to
meet the challenges of a rapidly changing information environment.
May 18 NISO webinar on the future of the ILS: User Interaction
Alliance Libraries
7Puget Sound
5Eastern2
Central
2Southern
20Willamette Valley
Cascade Range
Summit catalog allows students, faculty,
and staff to easily search and request library materials owned by member libraries.
The Summit catalog is on the WorldCat platform. Some members use WorldCat Local and some use their local OPAC with links to the
Summit catalog, a Group display of WorldCat Local.
May 18 NISO webinar on the future of the ILS: User Interaction
You and I may call it a discovery platform, but to many of them, it’s
the library catalog... and it doesn’t function like it used to.
May 18 NISO webinar on the future of the ILS: User Interaction
May 18 NISO webinar on the future of the ILS: User Interaction
Many features and elements of WorldCat Local did work exactly as designed, it’s just that there were more types of users and
use scenarios than anyone originally thought.
"Because Google and Amazon can do it..." is a reasonable user expectation for WorldCat Local
May 18 NISO webinar on the future of the ILS: User Interaction
May 18 NISO webinar on the future of the ILS: User Interaction
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 representatives
Alliance libraries have used WorldCat Local or Group view for over two years.
A lot has changed......
May 18 NISO webinar on the future of the ILS: User Interaction
May 18 NISO webinar on the future of the ILS: User Interaction
2010
2011
2011
May 18 NISO webinar on the future of the ILS: User Interaction
May 18 NISO webinar on the future of the ILS: User Interaction
2010
May 18 NISO webinar on the future of the ILS: User Interaction
2011
May 18 NISO webinar on the future of the ILS: User Interaction
2010
2011
Anya N. Arnold Resource Sharing Program Manager
May 18 NISO webinar on the future of the ILS: User Interaction
Allie FlanaryFaculty Librarian, Portland Community College