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Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University
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Courtney Greene McDonald - Discovery Layer Strategies for Kuali OLE at Indiana University

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Presented by Courtney Greene McDonald, Head, Discovery & Research Services, at Indiana University Libraries. …

Presented by Courtney Greene McDonald, Head, Discovery & Research Services, at Indiana University Libraries.

Presentation given on the Indiana University Blacklight discovery layer implementation at the Kuali Days UK conference, 29 October 2013.

The session focused on discovery layer choices – software-as-a-service, open source or community source – of three libraries that are actively planning integration with Kuali OLE, including perspectives from the University of Chicago, Indiana University and the University of London and featured specific use cases for OLE discovery layer implementations at their institutions and what influenced their choices.

Published in: Education, Technology
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  • 1. Discovery Layer Strategies for Kuali OLE Indiana University Courtney Greene McDonald Head, Discovery & Research Services IU Bloomington Libraries crgreene@indiana.edu 29-30 Oct 2013 | Senate House, London | tweet at #kduk13
  • 2. A few words about Indiana University Nine campuses, 50 libraries IUCAT – shared statewide online catalog SirsiDynix Symphony ILS System-wide request delivery Diversity of collections (monographs, e-resources, various media, digital collections) 8 mil bibliographic records Statewide participation leads to a complex data environment: - Who shares records? What records? How? - Cataloging services provided to “extra-systems” libraries - Vendor records - Widely varying formats, classification schemes; numerous languages IPFW
  • 3. A few words about Indiana University Nine campuses, 50 libraries IUCAT – shared statewide online catalog SirsiDynix Symphony ILS System-wide request delivery Diversity of collections (monographs, e-resources, various media, digital collections) 8 mil bibliographic records Statewide participation leads to a complex data environment: - Who shares records? What records? How? - Cataloging services provided to “extra-systems” libraries - Vendor records - Widely varying formats, classification schemes; numerous languages IPFW
  • 4. A few words about Indiana University Nine campuses, 50 libraries IUCAT – shared statewide online catalog SirsiDynix Symphony ILS System-wide request delivery Diversity of collections (monographs, e-resources, various media, digital collections) 8 mil bibliographic records Statewide participation leads to a complex data environment: - Who shares records? What records? How? - Cataloging services provided to “extra-systems” libraries - Vendor records - Widely varying formats, classification schemes; numerous languages
  • 5. IUCAT Classic One-size-fits-all public interface has its costs How to best serve all campuses and enable flexibility?
  • 6. Discovery Layer Selection • Review took place in early 2011, candidate applications were Blacklight & VuFind • Either system judged able to fulfill baseline requirements • Report & recommendations available at: http://hdl.handle.net/2022/13621
  • 7. Highlights on Selection • Reasons for choosing Blacklight • Exceptional flexibility • Development community Other general requirements included • • • • • Integrate non‐MARC metadata from local collections Integrate with technologies enabling single sign on for login to IUCAT services (My Account, tagging, lists, etc) & off‐campus access to online resources. Permalinks for records & searches Generate properly formatted citations for major styles (Chicago, APA, MLA). Single search box on screen (with access to advanced search) that performs a keyword search using an index defined by librarians.
  • 8. Implementation • Work began in Summer 2011 • public beta release in November 2012 • transition to Blacklight interface as primary entry point in May 2013 • A few details • • • • Ruby v PHP Data: Indexing, refreshing, displaying Campus views Browse Call Number
  • 9. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display
  • 10. Core Functionality • General Features & Functionality • Authentication & Account Management • Export & Sharing – Create multiple lists – Print / Email / Save search results, Text call # – RSS feeds for searches / new titles – Generate citations for major styles, export • Search Functionality & Results Display
  • 11. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
  • 12. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
  • 13. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
  • 14. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
  • 15. Core Functionality • • • • General Features & Functionality Authentication & Account Management Export & Sharing Search Functionality & Results Display – – – – – – Faceted searching Single search box with access to advanced search Limit to library/group of libraries Browse search Display call number for each location on search results Alternate spelling suggestions
  • 16. General Features & Functionality Required • Create custom campus views • Permanent, stable URLs for records & searches Highly Desirable • Campus-specific “Ask a Librarian” links
  • 17. Implementation: campus views
  • 18. Implementation: campus views
  • 19. Implementation: campus views
  • 20. Implementation: campus views
  • 21. Implementation: Ask A Librarian Improved patron service:  directing reference questions submitted via IUCAT to the appropriate campus reference service  routing patrons directly to campus library websites More details at: https://blogs.libraries.iub.edu/iucatbeta/2013/01/ask-a-librarian/ 11/8/2013
  • 22. Implementation: Ask A Librarian
  • 23. Implementation: Ask A Librarian
  • 24. Implementation: call number browse
  • 25. Implementation: call number browse
  • 26. Implementation: call number browse
  • 27. Implementation: tricky bits • Data • • • Configuration of indexes Going from more to less structured search Format fun! • Authentication & account management • • • • My Account services Off-campus authentication Single sign-on (sort of: 2 systems + limited resident access) Requesting items (2 systems: Sirsi + offsite storage) • Statewide scope
  • 28. Implementation: tricky bits • Data Structures Group – Formed Data Structures Group: technical services staff (incl representatives from serials, music library, law library) • Charge: make and document recommendations for configuration of indexing and record display within Blacklight. This includes but is not limited to search indexes, faceting, the display of bibliographic records and other search and browse displays.
  • 29. Implementation: tricky bits • Data Structures Group – Formed Data Structures Group: technical services staff (incl representatives from serials, music library, law library) • Charge: make and document recommendations for configuration of indexing and record display within Blacklight. This includes but is not limited to search indexes, faceting, the display of bibliographic records and other search and browse displays.
  • 30. Implementation: off-campus access
  • 31. Implementation: off-campus access
  • 32. Implementation: off-campus access
  • 33. Implementation: off-campus access
  • 34. Implementation: off-campus access 11/8/2013
  • 35. Publicity & user feedback
  • 36. Publicity & user feedback
  • 37. Looking forward • Lists • New titles • Enhanced views / additional customization by campus or format • Transition to Kuali OLE http://www.flickr.com/photos/waikikiweekly/3639971503/ http://www.flickr.com/photos/afeicht1/2797850952/
  • 38. Discovery Strategy for Kuali OLE • Implement catalog discovery layer overlay (Blacklight) - check • Expected Kuali OLE Implementation December 2015 • Integration with Blacklight and Ebsco Discovery Service for subscribing campuses (Bloomington, Kokomo, South Bend) [using Ebsco Blacklight gem; similar functionality available for VuFind] • Integration with other structured data sources (not explicitly dependent on OLE migration) • IU Digital Collections • Other campus specific or contextual search data
  • 39. Ebsco Discovery Service • IU Bloomington o EDS beta partner, launched as OneSearch@IU in August 2011 o Integrated into library site search/resource gateway search, link on home page, tab in subject guides, tabbed search box on Find Information page o Drupal 7 module for website integration • IU Kokomo o Launched Sept 2011 o Search box on home page, Find Information page, resources A-Z guide, and Public Access & Research Resources page • IU South Bend o Just launched for this academic year • All campuses share a single catalog extract
  • 40. Architecture IUCAT (Blacklight) Campus specific IU Kokomo IU Kokomo IU Southeast IU Bloomington, South Bend SD Symphony Archival Collections Digital Library Collections 3rd Party Data APIs
  • 41. Thank you! Courtney Greene McDonald crgreene@indiana.edu Access IUCAT: http://iucat.iu.edu/ Additional reading on the project • Moore, Kate B., and Courtney Greene. 2012. “The Search for a New OPAC: Selecting an Open Source Discovery Layer.” Serials Review 38 (1) (March): 24–30. • Greene, Courtney, Barbara Gushrowski, Randall Lent, Chris Evin Long, Mary Beth Minick, Kate Banet Moore, Gwendolyn Pershing, Mary Pagliero Popp, and Susan Skekloff. 2011. “IU Libraries Discovery Layer Task Force Summary Report and Recommendation”. Indiana University Libraries. http://hdl.handle.net/2022/13621.

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