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http://www.niso.org/news/events/2011/nisowebinars/userinteraction/ The Future of Integrated    Library Systems     Part Tw...
Designing A Discovery Interface       to Address User Needs:     the eXtensible Catalog (XC)                              ...
Studying Students
Studying usersWe know what they need.                          Slide 4
Studying usersWe know what they need.What do they need?                          Slide 5
Studying usersWe know what they need.What do they need?What do they need to do?                           Slide 6
Problem:• User research is of limited value if a library  doesn’t have control over its discovery  environment• Our soluti...
eXtensible Catalog (XC) SoftwareUser Interface  Highly customizableMetadata Tools  Enables batch cleanup, augmentation, et...
XC: “Taking Control” of metadataMore Control              More Options forover Metadata              Customizing the      ...
XC User Interface CustomizationThemesIndexesFacet definitionsResult ListsRecord DisplaysBrowse interfaces for specific use...
User Research for theeXtensible Catalog                        12
XC User Research PartnersCornell UniversityOhio State UniversityUniversity of RochesterYale University
XC User Research Approach• What articles, books and other resources had  researchers used most recently?  – How did they k...
A Few User Research Findings                               15
User Research Findings• Users want to choose between versions of a  resource, see relationships between resources• XC appr...
User Research Findings• Researchers value scholarly networks   – Teacher/student relationships, etc.• XC approach:   – Def...
User Research Findings• Users have preferred material and format  types, depending upon their projects  – Show online mate...
XC User Interface Demo    Translating User Research  Findings into XC Functionality                                   19
20
21
22
23
24
25
“View XC Schema”                   26
XC and RDA             27
RDA in the XC Schema• RDA elements can interact with data elements  from other schemas using an Application  Profile• XC S...
Implementing RDA in XC• FRBR-based, not MARC-based• Separate but linked records for FRBR Group 1  entities• XC works along...
Benefits of RDA in XC• Enables conversion of MARC fields to RDA  elements using bulk processing services• Uses RDA data in...
“View XC Schema”                   31
32
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34
35
36
37
38
39
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www.eXtensibleCatalog.org        jbowen@library.rochester.eduThanks to Nancy Fried Foster and David Lindahl for the use of...
SOPAC 2.1Digital Strategy for the           New Library                    John Blyberg  Asst. Director for Innovation &  ...
What isSOPAC     ?
Who isSOPAC     ?
Current Installations   Darien Library,   Darien, Connecticut   www.darienlibrary.org   Ann Arbor District Library,   Ann ...
How doesSOPAC  Work ?
OPAC     Users   ILS
SOPAC                       Users       Locum &        Insurge            ConnectorSQL               Sphinx    ILS
SOPACdevelopment isUX - driven.
Tagging inSOPAC
“Staff favorites”
“Better than the book”
“Meet us on Main Street”
“Middlesex autobiography”
Reviews & Ratings inSOPAC
Hot Fiction
Favorite Fiction
SOPAC  & “Me”
Designed byCraftyspace
Designed byCraftyspace
Designed byCraftyspace
SOPAC          Locum &           InsurgeSQL    Sphinx
SOPAC& The PhysicalLibrary
“Main Street”
SOPAC2.1 and beyond...
ReviewsUpdatesEventsOverdue NoticesRequestsFeedback
ReviewsUpdatesEventsOverdue NoticesRequestsFeedback
Organic Groups
CustomerRelationshipManagement
Schema-lessBibliographic DataStorage
Thank-you!           For more information, visit:                             thesocialopac.net                           ...
NISO5/18/2011             END USERS                              DiscoveryAllie Flanary                                  A...
The mission of the Orbis Cascade Alliance is tostrengthen member libraries throughcollaboration in order to support the wo...
Alliance Libraries                 7           Puget Sound                             5      20     Cascade Range        ...
Summit catalog allowsstudents, faculty, and staff to easily searchand request library materials owned bymember libraries.T...
You and I may call it a discoveryplatform, but to many of them, it’s   the library catalog... and it  doesn’t function lik...
Many features and elements ofWorldCat Local did work exactlyas designed, it’s just that therewere more types of users and ...
"Because Google and Amazoncan do it..." is a reasonable user expectation for WorldCat Local                  May 18 NISO w...
Communications mechanisms     •   WorldCat Discovery Day Symposium     •   Weekly update     •   Newsletters     •   Indiv...
Alliance libraries have used WorldCat Local orGroup view for over two years.A lot has changed......                       ...
20102011       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       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       May 18 NISO webinar on the future of the ILS: User Interaction
Anya N. ArnoldResource Sharing Program Manager              Allie Flanary              Faculty Librarian, Portland Communi...
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction
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Transcript of "NISO Webinar: The Future of Integrated Library Systems PART 2: User Interaction"

  1. 1. http://www.niso.org/news/events/2011/nisowebinars/userinteraction/ The Future of Integrated Library Systems Part Two: User Interaction May 18, 2011 Speakers: Jennifer Bowen, JohnBlyberg, Anya Arnold & Allie Flanary
  2. 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. 3. Studying Students
  4. 4. Studying usersWe know what they need. Slide 4
  5. 5. Studying usersWe know what they need.What do they need? Slide 5
  6. 6. Studying usersWe know what they need.What do they need?What do they need to do? Slide 6
  7. 7. 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)
  8. 8. eXtensible Catalog (XC) SoftwareUser Interface Highly customizableMetadata Tools Enables batch cleanup, augmentation, etc.Connectivity Tools Connect to an ILS, etc. 9
  9. 9. XC: “Taking Control” of metadataMore Control More Options forover Metadata Customizing the User Interface 10
  10. 10. XC User Interface CustomizationThemesIndexesFacet definitionsResult ListsRecord DisplaysBrowse interfaces for specific users/purposes 11
  11. 11. User Research for theeXtensible Catalog 12
  12. 12. XC User Research PartnersCornell UniversityOhio State UniversityUniversity of RochesterYale University
  13. 13. XC User Research Approach• 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?
  14. 14. A Few User Research Findings 15
  15. 15. 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 16
  16. 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 metadata 17
  17. 17. 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 18
  18. 18. XC User Interface Demo Translating User Research Findings into XC Functionality 19
  19. 19. 20
  20. 20. 21
  21. 21. 22
  22. 22. 23
  23. 23. 24
  24. 24. 25
  25. 25. “View XC Schema” 26
  26. 26. XC and RDA 27
  27. 27. 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 28
  28. 28. 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? 29
  29. 29. 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 30
  30. 30. “View XC Schema” 31
  31. 31. 32
  32. 32. 33
  33. 33. 34
  34. 34. 35
  35. 35. 36
  36. 36. 37
  37. 37. 38
  38. 38. 39
  39. 39. 40
  40. 40. 41
  41. 41. 42
  42. 42. 43
  43. 43. 44
  44. 44. www.eXtensibleCatalog.org jbowen@library.rochester.eduThanks to Nancy Fried Foster and David Lindahl for the use of selected slides.
  45. 45. SOPAC 2.1Digital Strategy for the New Library John Blyberg Asst. Director for Innovation & UX Darien Library Darien, CT
  46. 46. What isSOPAC ?
  47. 47. Who isSOPAC ?
  48. 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. 49. How doesSOPAC Work ?
  50. 50. OPAC Users ILS
  51. 51. SOPAC Users Locum & Insurge ConnectorSQL Sphinx ILS
  52. 52. SOPACdevelopment isUX - driven.
  53. 53. Tagging inSOPAC
  54. 54. “Staff favorites”
  55. 55. “Better than the book”
  56. 56. “Meet us on Main Street”
  57. 57. “Middlesex autobiography”
  58. 58. Reviews & Ratings inSOPAC
  59. 59. Hot Fiction
  60. 60. Favorite Fiction
  61. 61. SOPAC & “Me”
  62. 62. Designed byCraftyspace
  63. 63. Designed byCraftyspace
  64. 64. Designed byCraftyspace
  65. 65. SOPAC Locum & InsurgeSQL Sphinx
  66. 66. SOPAC& The PhysicalLibrary
  67. 67. “Main Street”
  68. 68. SOPAC2.1 and beyond...
  69. 69. ReviewsUpdatesEventsOverdue NoticesRequestsFeedback
  70. 70. ReviewsUpdatesEventsOverdue NoticesRequestsFeedback
  71. 71. Organic Groups
  72. 72. CustomerRelationshipManagement
  73. 73. Schema-lessBibliographic DataStorage
  74. 74. Thank-you! For more information, visit: thesocialopac.net John Blyberg Assistant Director for Innovation and UX Darien Library john@blyberg.net www.blyberg.net
  75. 75. NISO5/18/2011 END USERS DiscoveryAllie Flanary Anya N. ArnoldFaculty Librarian, Resource Sharing Program ManagerPortland Community College anyaa@uoregon.edu@shinylib anyaarnold (gtalk/gmail) @AnyaNArnold May 18 NISO webinar on the future of the ILS: User Interaction
  76. 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. 77. Alliance Libraries 7 Puget Sound 5 20 Cascade Range Eastern 2 Willamette Valley Central 2 Southern
  78. 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. 79. You and I may call it a discoveryplatform, 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
  80. 80. Many features and elements ofWorldCat Local did work exactlyas designed, it’s just that therewere more types of users and use scenarios than anyone originally thought. May 18 NISO webinar on the future of the ILS: User Interaction
  81. 81. "Because Google and Amazoncan do it..." is a reasonable user expectation for WorldCat Local May 18 NISO webinar on the future of the ILS: User Interaction
  82. 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 representatives May 18 NISO webinar on the future of the ILS: User Interaction
  83. 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. 84. 20102011 May 18 NISO webinar on the future of the ILS: User Interaction
  85. 85. 2011 May 18 NISO webinar on the future of the ILS: User Interaction
  86. 86. 2010 May 18 NISO webinar on the future of the ILS: User Interaction
  87. 87. 2011 May 18 NISO webinar on the future of the ILS: User Interaction
  88. 88. 2010 2011 May 18 NISO webinar on the future of the ILS: User Interaction
  89. 89. Anya N. ArnoldResource Sharing Program Manager Allie Flanary Faculty Librarian, Portland Community College May 18 NISO webinar on the future of the ILS: User Interaction
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