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Smart Interfaces through Domain
Knowledge: Facets, Metadata
Displays, Analysis, Algorithms, and
Paths to Knowledge
Sam Cook
Library Connection

Casey A. Mullin
Stanford University Libraries

Aaron Wood
Alexander Street Press

Charleston Conference 2013 “Too Much Is not
Enough”
Nov. 7, 2013
Francis Marion, Charleston, South Carolina
MARC Is Not Perfect,
But It Is No Excuse For
Lazy Displays
Improving Displays of Bibliographic Data
Sam Cook, Systems Librarian for Public Services
Library Connection, Inc.
Windsor, CT
Formerly Public Services Librarian
Allen Library, University of Hartford
West Hartford, CT

2
Improving Displays of Bibliographic Data

A Sample Item
Improving Displays of Bibliographic Data

How it is Cataloged
100 1 _aBeethoven, Ludwig van,
_d1770-1827
240 10 _aConcertos,
_mViolin, orchestra,
_nop. 61,
_rD major

700 12 _aBrahms, Johannes,
_d1833-1897
_tConcertos,
_mviolin, orchestra,
_nop. 77,
_rD major
Improving Displays of Bibliographic Data

How it is Normally Displayed
Improving Displays of Bibliographic Data

How it is Normally Displayed

6
Improving Displays of Bibliographic Data

How it is Normally Displayed

7
Improving Displays of Bibliographic Data

How it is Normally Displayed

8
Improving Displays of Bibliographic Data

How Koha Normally Displays It
Improving Displays of Bibliographic Data

University of Hartford’s OPAC Display
Improving Displays of Bibliographic Data

What is XSLT?
MARC

MARCXML

100 10 $aCopland, Aaron, $d1900-1990.

<datafield tag="100" ind1="1" ind2="0">
<subfield code="a">Copland, Aaron,</subfield>
<subfield code="d">1900-1990.</subfield>
</datafield>

XSLT

<h5 class="author">By Copland, Aaron, 1900-1990.</h5>

HTML
Improving Displays of Bibliographic Data

Title (245)

Changes made:
•Added 245 subfield c
•Put 245 subfields in order they are cataloged in, rather than in a
specified order
•Removed everything from subfield h for sound recordings except
for forward slash (/)
Improving Displays of Bibliographic Data
Controlled Names & Name/Titles (1XX/240, 7XX)

Changes made:
•Placed 1XX with 240
•Placed 1XX/240 with name/title 7XXs
•Line breaks between name/titles to make it easier to read
•Separated name-only 7XXs into their own list
•Included all subfields in proper order
Improving Displays of Bibliographic Data

Results Page Title/Author

Changes made:
•Included (nearly) complete 245 in title line
•Removed everything from subfield h except for forward slash (/)
•If item is a sound recording with a 245 $c, it no longer includes
“by” line
•Added 511 performer note instead of 7XXs
Improving Displays of Bibliographic Data

Results Page Author

Changes made:
•Consolidated author entries
Improving Displays of Bibliographic Data

Results Page Item Format

Changes made:
•Replaced generic “sound disc” format with more specific CD or LP
designation
•Modified icon to reflect proper format
•Removed “Literary form” from sound recordings
Improving Displays of Bibliographic Data

Why This Matters
1) This is not an attempt to promote Koha.
2) Our data is the most important part of our
catalog. We need to have the tools to modify
displays in creative ways based on our
familiarity with our own data.

3) If given the tools, we need to then actually use
them.
Music Discovery Beyond
MARC
Benefits and challenges of domain-driven
functionality outside the ―silo‖

Casey A. Mullin
Stanford University
Libraries
Music Discovery at Stanford


SearchWorks
◦ Canonical catalog since September 2010
◦ Blacklight implementation
◦ Feature rollouts to date largely domainneutral
◦ ―Music view‖ in preliminary development

19
Music Discovery at Stanford


Features that benefit all domains, but were
prompted by music-specific use cases
◦ Name-title searching

Source: http://searchworks.stanford.edu

20
Music Discovery at Stanford


Features that benefit all domains, but
were prompted by music-specific use
cases
◦ Better 7xx labeling (based on 2nd indicator)
 ―Related work‖ vs. ―Included work‖

Source: http://searchworks.stanford.edu

21
Music Discovery at Stanford


Features that benefit all domains, but
were prompted by music-specific use
cases
◦ Date slider and enhanced date display
(i.e., not just ―Date1‖)

22
Music Discovery at Stanford


Emerging metadata ecosystem no longer
limited to MARC
◦ Metadata for digital objects and collections ―flows
in‖ through a separate pipeline
 Mapping decisions
 Item vs. collection-level access
 Harmonization with MARC metadata

 Conversion to MODS (for storage)
 Remediation
 Conversion to SOLR indexes

◦ MARC-based domain-driven functionality
complicated by the presence of native nonMARC metadata
 Not really a new problem
 Doesn’t mean MARC should (continue to) be glossed
over
23
Alternative Paths to
Knowledge


Not just beyond MARC, but beyond the
―catalog‖ (as we know it)
◦ Locally stored and maintained metadata an
obsolescent notion
 Shared ILSes
 OCLC Worldshare Management Services (―the
cloud‖)

◦ Pie-in-the-sky vision: Catalog (discovery
layer) no longer merely a (slick, sexy)
inventory of a library’s holdings (whether
owned or licensed), but a true knowledge tool
◦ How do we realize this?
24
Alternative Paths to
Knowledge


Linked Data

◦ Links can be leveraged in both directions
 In: enhanced metadata, displayed in context
 Out: links to external sites for further exploration of
a person, place, topic…
 Can (must) be applied judiciously!

◦ Risk: the larger the web of data, the fewer
assumptions can be made about a results
set, and thus the less confidently algorithms
can be applied
◦ But, links and external content can be
activated using similar algorithms to those
that activate special display rules, facets, etc.
25
Linked Data—Music use
cases
◦ MusicBrainz

 Enhanced track-level metadata (for popular
music, especially)
 Robust relationships between works, recordings

26
Source:

27
Linked Data—Music use
cases
◦ Opening Night! Opera & Oratorio
Premieres

 Rich data on the works themselves (e.g., date and location
of premiere), with live links to SearchWorks

28
Source: http://operadata.stanford.edu/
29
Source: http://searchworks.stanford.edu

30
Linked Data—Music use
cases
◦ Linked Jazz

 Relationships between performers (collaborators, mentors)
 Could prompt a user to expand a results set based on a
performers personal network (―More like this…‖)

31
Source: http://linkedjazz.org

32
Domain-Specific Facets
University of Virginia:
http://search.lib.virginia.edu/music
University of Music and Theatre "Felix Mendelssohn
Bartholdy" Leipzig:
https://katalog.hmt-leipzig.de/
Alexander Street Press:
http://search.alexanderstreet.com
University of Virginia Libraries’ VIRGO Music Search
Hochschule für Musik und Theater Felix Mendelssohn
Bartholdy Leipzig
Alexander Street Press – search.alexanderstreet.com
Questions?
Casey A. Mullin

Sam Cook

Head, Data Control Unit

Systems Librarian for Public Services

Metadata Department

Library Connection, Inc.

Stanford University Libraries

Email: scook315@yahoo.com

Phone: 650-736-0849
Email: cmullin@stanford.edu
http://www.caseymullin.com
Aaron Wood
Vice President, Systems & Data Architecture
Alexander Street Press
Phone: 800-889-5937 ext. 122
Email: awood@astreetpress.com
http://search.alexanderstreet.com

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Smart Interfaces through Domain Knowledge: Facets, Metadata Displays, Analysis, Algorithms, and Paths to Knowledge

  • 1. Smart Interfaces through Domain Knowledge: Facets, Metadata Displays, Analysis, Algorithms, and Paths to Knowledge Sam Cook Library Connection Casey A. Mullin Stanford University Libraries Aaron Wood Alexander Street Press Charleston Conference 2013 “Too Much Is not Enough” Nov. 7, 2013 Francis Marion, Charleston, South Carolina
  • 2. MARC Is Not Perfect, But It Is No Excuse For Lazy Displays Improving Displays of Bibliographic Data Sam Cook, Systems Librarian for Public Services Library Connection, Inc. Windsor, CT Formerly Public Services Librarian Allen Library, University of Hartford West Hartford, CT 2
  • 3. Improving Displays of Bibliographic Data A Sample Item
  • 4. Improving Displays of Bibliographic Data How it is Cataloged 100 1 _aBeethoven, Ludwig van, _d1770-1827 240 10 _aConcertos, _mViolin, orchestra, _nop. 61, _rD major 700 12 _aBrahms, Johannes, _d1833-1897 _tConcertos, _mviolin, orchestra, _nop. 77, _rD major
  • 5. Improving Displays of Bibliographic Data How it is Normally Displayed
  • 6. Improving Displays of Bibliographic Data How it is Normally Displayed 6
  • 7. Improving Displays of Bibliographic Data How it is Normally Displayed 7
  • 8. Improving Displays of Bibliographic Data How it is Normally Displayed 8
  • 9. Improving Displays of Bibliographic Data How Koha Normally Displays It
  • 10. Improving Displays of Bibliographic Data University of Hartford’s OPAC Display
  • 11. Improving Displays of Bibliographic Data What is XSLT? MARC MARCXML 100 10 $aCopland, Aaron, $d1900-1990. <datafield tag="100" ind1="1" ind2="0"> <subfield code="a">Copland, Aaron,</subfield> <subfield code="d">1900-1990.</subfield> </datafield> XSLT <h5 class="author">By Copland, Aaron, 1900-1990.</h5> HTML
  • 12. Improving Displays of Bibliographic Data Title (245) Changes made: •Added 245 subfield c •Put 245 subfields in order they are cataloged in, rather than in a specified order •Removed everything from subfield h for sound recordings except for forward slash (/)
  • 13. Improving Displays of Bibliographic Data Controlled Names & Name/Titles (1XX/240, 7XX) Changes made: •Placed 1XX with 240 •Placed 1XX/240 with name/title 7XXs •Line breaks between name/titles to make it easier to read •Separated name-only 7XXs into their own list •Included all subfields in proper order
  • 14. Improving Displays of Bibliographic Data Results Page Title/Author Changes made: •Included (nearly) complete 245 in title line •Removed everything from subfield h except for forward slash (/) •If item is a sound recording with a 245 $c, it no longer includes “by” line •Added 511 performer note instead of 7XXs
  • 15. Improving Displays of Bibliographic Data Results Page Author Changes made: •Consolidated author entries
  • 16. Improving Displays of Bibliographic Data Results Page Item Format Changes made: •Replaced generic “sound disc” format with more specific CD or LP designation •Modified icon to reflect proper format •Removed “Literary form” from sound recordings
  • 17. Improving Displays of Bibliographic Data Why This Matters 1) This is not an attempt to promote Koha. 2) Our data is the most important part of our catalog. We need to have the tools to modify displays in creative ways based on our familiarity with our own data. 3) If given the tools, we need to then actually use them.
  • 18. Music Discovery Beyond MARC Benefits and challenges of domain-driven functionality outside the ―silo‖ Casey A. Mullin Stanford University Libraries
  • 19. Music Discovery at Stanford  SearchWorks ◦ Canonical catalog since September 2010 ◦ Blacklight implementation ◦ Feature rollouts to date largely domainneutral ◦ ―Music view‖ in preliminary development 19
  • 20. Music Discovery at Stanford  Features that benefit all domains, but were prompted by music-specific use cases ◦ Name-title searching Source: http://searchworks.stanford.edu 20
  • 21. Music Discovery at Stanford  Features that benefit all domains, but were prompted by music-specific use cases ◦ Better 7xx labeling (based on 2nd indicator)  ―Related work‖ vs. ―Included work‖ Source: http://searchworks.stanford.edu 21
  • 22. Music Discovery at Stanford  Features that benefit all domains, but were prompted by music-specific use cases ◦ Date slider and enhanced date display (i.e., not just ―Date1‖) 22
  • 23. Music Discovery at Stanford  Emerging metadata ecosystem no longer limited to MARC ◦ Metadata for digital objects and collections ―flows in‖ through a separate pipeline  Mapping decisions  Item vs. collection-level access  Harmonization with MARC metadata  Conversion to MODS (for storage)  Remediation  Conversion to SOLR indexes ◦ MARC-based domain-driven functionality complicated by the presence of native nonMARC metadata  Not really a new problem  Doesn’t mean MARC should (continue to) be glossed over 23
  • 24. Alternative Paths to Knowledge  Not just beyond MARC, but beyond the ―catalog‖ (as we know it) ◦ Locally stored and maintained metadata an obsolescent notion  Shared ILSes  OCLC Worldshare Management Services (―the cloud‖) ◦ Pie-in-the-sky vision: Catalog (discovery layer) no longer merely a (slick, sexy) inventory of a library’s holdings (whether owned or licensed), but a true knowledge tool ◦ How do we realize this? 24
  • 25. Alternative Paths to Knowledge  Linked Data ◦ Links can be leveraged in both directions  In: enhanced metadata, displayed in context  Out: links to external sites for further exploration of a person, place, topic…  Can (must) be applied judiciously! ◦ Risk: the larger the web of data, the fewer assumptions can be made about a results set, and thus the less confidently algorithms can be applied ◦ But, links and external content can be activated using similar algorithms to those that activate special display rules, facets, etc. 25
  • 26. Linked Data—Music use cases ◦ MusicBrainz  Enhanced track-level metadata (for popular music, especially)  Robust relationships between works, recordings 26
  • 28. Linked Data—Music use cases ◦ Opening Night! Opera & Oratorio Premieres  Rich data on the works themselves (e.g., date and location of premiere), with live links to SearchWorks 28
  • 31. Linked Data—Music use cases ◦ Linked Jazz  Relationships between performers (collaborators, mentors)  Could prompt a user to expand a results set based on a performers personal network (―More like this…‖) 31
  • 33. Domain-Specific Facets University of Virginia: http://search.lib.virginia.edu/music University of Music and Theatre "Felix Mendelssohn Bartholdy" Leipzig: https://katalog.hmt-leipzig.de/ Alexander Street Press: http://search.alexanderstreet.com
  • 34. University of Virginia Libraries’ VIRGO Music Search
  • 35. Hochschule für Musik und Theater Felix Mendelssohn Bartholdy Leipzig
  • 36.
  • 37. Alexander Street Press – search.alexanderstreet.com
  • 38. Questions? Casey A. Mullin Sam Cook Head, Data Control Unit Systems Librarian for Public Services Metadata Department Library Connection, Inc. Stanford University Libraries Email: scook315@yahoo.com Phone: 650-736-0849 Email: cmullin@stanford.edu http://www.caseymullin.com Aaron Wood Vice President, Systems & Data Architecture Alexander Street Press Phone: 800-889-5937 ext. 122 Email: awood@astreetpress.com http://search.alexanderstreet.com

Editor's Notes

  1. A traditional OPAC would most likelyhave missed these results.
  2. Harmonization: to a pointRemediation:again, to a pointSOLR: the lingua francaNot really a new problem: MARC itself has changed significantly over 40+ years
  3. A 78 with two songs, one on a side.Individual performers given in a free text note only.What if a user wanted to know more?
  4. Page for just one “track”.Relationships to releases, cover versions (not found in traditional library metadata)User could follow any one of these links to explore further
  5. Links could be made reciprocal.Or imagine the catalog being dynamically enhanced with these specialized facets.
  6. And the page for the individual work.And if we follow the link to SearchWorks…
  7. Imagine these steps in reverse: a user interested in this opera wants to find other operas premiered in the same city in the same year.
  8. Imagine this as a dynamically-generated box within the item view page.I invite you to explore the tools further on the Linked Jazz website (e.g., a tool that allows an end user to uncover further relationships and thereby grow the network).
  9. mozart+aria
  10. Mendelssohn+sommernachtstraum Musical Presentation - Please have look at this example of „Mendelssohn Sommernachtstraum“:https://katalog.hmt-leipzig.de/Search/Results?filter[]=format_del152%3ANoten&amp;filter[]=format_del152%3APetrucci-Noten&amp;filter[]=format_del152%3AHandschrift&amp;lookfor=mendelssohn+sommernachtstraum&amp;type=AllFields&amp;submit=SuchenThe facet &quot;MusikalischeAusgabeform&quot; (musical presentation) shows all standardized terms we use:Aufführungsmaterialperformance materialPartiturfull scoreStimmenpartsKlavierauszugpiano scoreQuellesource materialThe facet &quot;MusikalischeAusgabeform&quot; (musical presentation) shows all standardized terms we use:Aufführungsmaterialperformance materialPartiturfull scoreStimmenpartsKlavierauszugpiano scoreQuellesource material