Opening the ILS for Discovery DLF ILS Discovery Interface Task Force API Recommendation Emily Lynema Terry Reese code4lib February 27, 2008

Background ILS is a monolithic, centralized system Patron discovery and delivery is becoming more de-centralized The ILS can no longer do *everything* well We need better tools for integration Our focus: Patron discovery, from search to use Finding relevant resources (discovery) Acquiring them (delivery) Managing their usage (patron info and account)

ILS is a monolithic, centralized system

Patron discovery and delivery is becoming more de-centralized

The ILS can no longer do *everything* well

We need better tools for integration

Our focus: Patron discovery, from search to use

Finding relevant resources (discovery)

Acquiring them (delivery)

Managing their usage (patron info and account)

Charge Convened summer 2007 by DLF Analyze: problems integrating ILS with external discovery applications Create: technical recommendation for improving integration What will be the outcome? An idea, not a product or implementation You can help build the implementations!!

Convened summer 2007 by DLF

Analyze: problems integrating ILS with external discovery applications

Create: technical recommendation for improving integration

What will be the outcome?

An idea, not a product or implementation

You can help build the implementations!!

Membership John Mark Ockerbloom, Penn (chair) Terry Reese, Oregon State Patricia Martin, California Digital Library Emily Lynema, NC State Todd Grappone, Univ. of Southern California Dave Kennedy, Univ. of Maryland David Bucknum, Library of Congress Dianne McCutcheon, National Library of Medicine

John Mark Ockerbloom, Penn (chair)

Terry Reese, Oregon State

Patricia Martin, California Digital Library

Emily Lynema, NC State

Todd Grappone, Univ. of Southern California

Dave Kennedy, Univ. of Maryland

David Bucknum, Library of Congress

Dianne McCutcheon, National Library of Medicine

Functions & bindings Improve integration by specifying set of functions (API) Abstract functions Functionality, inputs, outputs Possible bindings for implementation Suggest possible technology Encourage use of non-library standards

Improve integration by specifying set of functions (API)

Abstract functions

Functionality, inputs, outputs

Possible bindings for implementation

Suggest possible technology

Encourage use of non-library standards

Core vs. Expanded Specify functions most important for immediate implementation [by vendors] 3 usage profiles Minimum for OPAC supplement (enhanced discovery) Minimum for OPAC alternative (replaced discovery + delivery) Robust discovery platform (would be nice)

Specify functions most important for immediate implementation [by vendors]

3 usage profiles

Minimum for OPAC supplement (enhanced discovery)

Minimum for OPAC alternative (replaced discovery + delivery)

Robust discovery platform (would be nice)

Data aggregation Bulk harvesting for external apps that maintain local indexes Incremental harvesting by date added / last updated HarvestBibliographicRecords HarvestHoldingsRecords HarvestExpandedRecords HarvestAuthorityRecords

Bulk harvesting for external apps that maintain local indexes

Incremental harvesting by date added / last updated

HarvestBibliographicRecords

HarvestHoldingsRecords

HarvestExpandedRecords

HarvestAuthorityRecords

Real time search On the fly access to real time data On the fly lookup of original record Federated real time searching Searching Search Scan SearchCourseReserves Identifer lookup GetAvailability GetRecords GetAuthorityRecords

On the fly access to real time data

On the fly lookup of original record

Federated real time searching

Searching

Search

Scan

SearchCourseReserves

Identifer lookup

GetAvailability

GetRecords

GetAuthorityRecords

Patron functionality Patron authentication and account information Delivery functionality as managed by the ILS Patron Account LookupPatron AuthenticatePatron GetPatronInfo GetPatronStatus RenewLoan Delivery HoldTitle HoldItem CancelHold RecallItem CancelRecall

Patron authentication and account information

Delivery functionality as managed by the ILS

Patron Account

LookupPatron

AuthenticatePatron

GetPatronInfo

GetPatronStatus

RenewLoan

Delivery

HoldTitle

HoldItem

CancelHold

RecallItem

CancelRecall

OPAC embed / escape Support rewriting OPAC displays to include external content / services Support output transformation of OPAC displays for use outside of ILS Possible behaviors: OutputRewritablePage OutputIntermediateFormat

Support rewriting OPAC displays to include external content / services

Support output transformation of OPAC displays for use outside of ILS

Possible behaviors:

OutputRewritablePage

OutputIntermediateFormat

Where do we go from here? Now soliciting feedback: vendors + library community Finalize draft (spring 2008) Make recommendations to DLF What happens next? What will be needed to maintain recommendations? How will they be implemented?

Now soliciting feedback: vendors + library community

Finalize draft (spring 2008)

Make recommendations to DLF

What happens next?

What will be needed to maintain recommendations?

How will they be implemented?

How can I participate? Read draft and send feedback: [email_address] Join the conversation: Breakout session today @ 2:40 http://groups.google.com/group/ils-di Contribute code Work with existing efforts (VuFind, XC) to build open source connector implementations Implement as part of your open source ILS Encourage ILS vendors to implement

Read draft and send feedback:

[email_address]

Join the conversation:

Breakout session today @ 2:40

http://groups.google.com/group/ils-di

Contribute code

Work with existing efforts (VuFind, XC) to build open source connector implementations

Implement as part of your open source ILS

Encourage ILS vendors to implement

Full draft recommendation Most up to date on wiki http://tinyurl.com/262xqn or just search dlf ils wiki can post comments there, as well Available as Word document attachment is in left nav bar on wiki

Most up to date on wiki

http://tinyurl.com/262xqn

or just search dlf ils wiki

can post comments there, as well

Available as Word document

attachment is in left nav bar on wiki