Moxon discovery platform

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  • Everything search integrated with Enterprise
    Asset search narrows results
    Supports all of the Enterprise 3.X searching features
    Can be set up in a Room (i.e. Space example; Wyoming Places map)
    Able to search full text and metadata
    Access to assets controlled via Symphony Accountability
    Manage assets manually or by bulk loading using OAI-PMH
    Import metadata or catalog manually using templates
    Full Dublin Core metadata support
    Optional MARC21 to Dublin Core conversion
    Configurable templates control required/optional metadata fields
    Staff decide when to publish staged assets
    Indexing can be scheduled to occur automatically
  • Moxon discovery platform

    1. 1. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SirsiDynix Discovery Platform Paul Moxon SirsiDynix
    2. 2. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST WHAT IS THE DISCOVERY PLATFORM? • A system architecture which, together with a set of technologies and integrations, provides a comprehensive patron interface to your catalog, electronic resources, and digital assets
    3. 3. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Discovery Platform ServicesDiscovery Platform Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Horizon Web Services Catalog Web Sites Local Docs … Symphony Web Services Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... DISCOVERY PLATFORM ARCHITECTURE
    4. 4. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Discovery Platform ServicesDiscovery Platform Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Horizon Web Services Web Sites Local Docs … Symphony Web Services Database A Database B ... Web Sites Local Docs Database A Database B ... METADATA HARVESTING & INDEXING Catalog Catalog
    5. 5. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... BASIC OPAC ARCHITECTURE
    6. 6. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... ENTERPRISE ARCHITECTURE
    7. 7. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... PORTFOLIO ARCHITECTURE
    8. 8. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... BOOKMYNE ARCHITECTURE
    9. 9. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... STAFF MOBILE APPLICATION ARCHITECTURE
    10. 10. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • SOAP and Restful Web Services enable: – Symphony & Horizon – Mobile Applications – New Web Sites – Portfolio – New SD Applications – New Customer Applications • Continued support of Symphony APIs ApplicationsApplications SirsiDynix Web ServicesSirsiDynix Web Services DataData e-Library Enterprise Portfolio BookMyne Discovery Platform Web Services Staff Mobile Horizon Web Services Catalogs Web Sites Local Docs … Symphony Web Services Database A Database B ... SIRSIDYNIX WEB SERVICES
    11. 11. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SIRSIDYNIX WEB SERVICES & CLIENTS BookMyne 1.1 For Symphony BookMyne 2.0 For Symphony & Horizon Portfolio Enterprise e-Library SirsiDynix Web Services Discovery Horizon Symphony
    12. 12. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SEAMLESS ACCESS TO COLLECTION Interacts seamlessly with existing PACs: e-Library or HIP
    13. 13. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE
    14. 14. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE FEATURES • Searching: – Patented, award-winning search engine—unique to industry – Pattern-recognition searching using overlapping sets of characters – “Everything” searching of any data ILS’s, databases, library-selected websites, library content, PDF collections, etc. – “Did you mean?” populated from indexed data Each click will produce results – Self-learning auto-complete search suggestions Blacklist misspelled or inappropriate words – Unlimited pre-defined search limits – Bowker ICE indexing of enrichment content
    15. 15. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE FEATURES (CONT’D) • Interface: – Layout can be anything from simple (like Google) to content-rich portal (like Yahoo) – Unlimited profiles to customize experience for libraries’ varied audiences – Easy and flexible content management Libraries can even use Enterprise as their home page – Pre-delivered themes or library-loaded CSS for highly-customized experience
    16. 16. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE
    17. 17. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE FEATURES (CONT’D) • Results: – Facets for easily limiting results Libraries can create their own facets – Flexible scoping defaults and sortable holdings – Completely customizable brief and full displays – RSS and simple bookmarking of any result set or page – Easy integration with ChiliFresh for reviews and social content – Seamless integration with e-Library or HIP (customers will not lose current OPAC features they like; easier transition for patrons) – Customizable javascript offers integration with third party content Library Thing, Digg, Del.icio.us, Novelist, etc.
    18. 18. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE
    19. 19. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE FEATURES (CONT’D) • Administration: – Easy and powerful Admin interface – WYSIWYG “rooms” creation for custom content – Google Analytics reporting – Multiple authentication options – Discovery XML (DiXML) tool allows libraries to configure their own search targets (virtually any type of data can be indexed and searched) – Fast, automated tasks including indexing of changes, harvesting website data, etc.
    20. 20. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PORTFOLIO–DIGITAL ASSET MANAGEMENT
    21. 21. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • Provide easy access to local historical collections – Newspapers – Photographs – Journals, diaries, personal papers • Remove silos in institutional repositories – Special collections – Topical, geographic, images, art work • Search and retrieve all library resources – Digital assets & metadata – Print collection, A-V materials – Web links, Z39.50 targets, etc. • Available online 24/7 USERS WANT ACCESS TO DIGITAL MATERIALS
    22. 22. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • Seamless management of digital assets of all types • Full support for Dublin Core metadata • Metadata and full-text searching • Intuitive multi-level hierarchical browsing • Granular security and access control • Hyperion upgrade path is to SirsiDynix Portfolio PORTFOLIO HIGHLIGHTS
    23. 23. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • Part of the Discovery Platform family of products • Superset of Enterprise – Same interface for searching – Same admin layout – Additional features for digital asset management (DAM) SirsiDynix Enterprise SirsiDynix Portfolio PORTFOLIO
    24. 24. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST OVERVIEW OF DAM FEATURES • Supports many formats by default – Video – AVI, Flash, Quicktime (MOV), MP4, MPEG, Macromedia, Windows Media – Audio – MP3, WAV, Windows Media – Documents – Word, Word 2007, PDF, Text, Excel, Excel 2007 – Images – Bitmap, GIF, JPEG, PNG, TIF – Add custom formats as needed • Supports multiple metadata types – Dublin Core XML, MARC21 XML, MARC21 & UNICODE file records • Imports images & metadata using OAI-PMH • Allows harvesting from other sites
    25. 25. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • Sophisticated administration tool for complete control of asset management, metadata, facets, content, etc. • Multiple authentication options • Access control for each item or folder, including optional Accountability features through Symphony integration • Configurable templates for metadata fields • Optional OCR for text asset searching • Web Services for integration with existing environments • Data harvesting via OAI-PMH • Real-time and XML bulk importing/exporting • Decide when to allow searching and display • Optional use of Rooms for content FEATURES FOR STAFF
    26. 26. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MANAGE ASSETSEasy and sophisticated management of digital assets
    27. 27. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST EDIT ASSET
    28. 28. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST EDIT METADATA TEMPLATE
    29. 29. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST EDIT METADATA TEMPLATE
    30. 30. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PORTFOLIO 4.0 ACCESS LEVEL Level Description Extended Public Often assigned to off-site users of the library system and to patrons who are not members of the library. These users may browse and search for resource types that have the Extended Public access level. Public Often assigned to members and users of the library. These users have the authority to navigate the digital asset hierarchy and search the database, and may only see resource types with the level of Public and Extended Public. Staff Often assigned to library staff members. These users have the authority to navigate the digital asset hierarchy, search the database, and create, modify, and delete assets. These users may not see or work with assets at the Supervisor or System Admin level, but they may see and work with assets at the Staff, Public, or Extended Public levels. Supervisor Often assigned to library staff supervisors. These users have the authority to navigate the digital asset hierarchy, search the database, and create, modify, and delete folders and assets. These users can also assist in the maintenance of the metadata for assets, move assets from one location of the hierarchy to another, and remove folders and assets. Supervisor users may search and modify folders and assets at the Supervisor, Staff, Public, and Extended Public levels. They may not search, browse, modify, or view assets and folders at the System Admin level. System Admin Often assigned to the SirsiDynix Symphony administrator. These users have the authority to navigate the digital asset hierarchy, search the database, and create, modify, and delete folders and assets. These users may also assist in the maintenance of the metadata for assets, which includes the creation of resource types, move assets or entire folders from one place in the hierarchy to another, and remove folders and assets. These users often are responsible for reports, system maintenance, and installing software and hardware upgrades. System Admin users may search and modify folders and assets at all access levels.
    31. 31. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PORTFOLIO 4.0 – END USERS • Extension of powerful Enterprise™ discovery platform: – Portfolio-only purchases will come bundled with Enterprise – Enterprise customers will upgrade to add Portfolio capability • Fuzzy, natural language searching, including: – Auto-complete search suggestion – Did you mean? – Faceted limiting of search results – “Cover flow” browsing of results • Federated searching of not only digital assets, but ILS, Z39.50, websites, and electronic databases. • Web 2.0 features such as RSS and user reviews • Portal environment with easy, built-in content management
    32. 32. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CUSTOMIZABLE COLLECTION BROWSING
    33. 33. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CUSTOMIZABLE COLLECTION BROWSING
    34. 34. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MAP-BASED UI FOR PATRONS
    35. 35. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MAP-BASED UI FOR PATRONS
    36. 36. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MAP-BASED UI FOR PATRONS
    37. 37. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MAP-BASED UI VARIATIONS
    38. 38. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
    39. 39. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
    40. 40. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
    41. 41. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CHRONOLOGICAL MAP-BASED UI
    42. 42. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
    43. 43. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
    44. 44. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
    45. 45. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
    46. 46. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • GA early November 2010 • Map-based UI to follow • Hyperion upgrade path is Portfolio • Portfolio – Includes Enterprise – Compatible with • Symphony 3.3+ • Horizon 7.4 • Internet Explorer 7+, Firefox, Safari, etc. – Hosted & local installs PORTFOLIO RELEASE SCHEDULE
    47. 47. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST QUESTIONS?
    48. 48. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST THANK YOU

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