Reviving the OPAC: An Overview

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Reviving the OPAC: An Overview
of Catalog Overlay Software
Products


Mary Aycock and Jee Davis

MU Libraries

University of Missouri

Columbia

http://mulibraries.missouri.edu/staff/catalogdept/presentations
/mobius2008.ppt


September 2008

Scope of Presentation


Brief overview of features


Introduction of 4 proprietary overlays


Aquabrowser


Encore


Endeca


Primo


Conclusion



Very Brief History


Current online catalogs a legacy of card catalog


MARC developed with 1960’s technology


Library OPAC technology lags behind


E
-
commerce sites delivering


Enhancement process cumbersome


Harsh criticisms: Lipstick on a pig


Frustration at institution’s investment (cataloging)
not used to fullest potential


Succeeds at “Known
-
item search”

Catalog Overlay Products


Known by various names


Next
-
generation catalogs


Catalog search overlay products


Catalog overlay software products


Usually designed to be platform independent
(although often developed by ILS
companies)


Some offer more customization then others



Features of Overlays: Facets


From metadata sources


Authority control needed


NetLibrary, Inc.

(3)



Altman, George Tilden, 1897
-

(2)


netLibrary, Inc.

(2)



Cannon Films.

(1)


Wood, Robin, 1931
-

(1)


Hargittai, István.

(1)


Altman, George, 1884
-

(1)


Shepard, Sam, 1943
-

(1)


MGM/UA Home Video (Firm)

(1)


Altman, George, 1884
-
1962.

(1)*



Provides flexibility to users

*
From a presentation by Mary Charles Lasater from “Authority Control Meets
Faceted Browse: Vanderbilt and Primo” at
the Authority Control Interest
Group 2007 ALA Annual Meeting.

Possible Facets


Types of facets


Author


Format/resource type


Online resources


Topic


Publication date


Geographic region


Genre


Time period


Language


Series


Location


New book


Availability


Source (catalog, repository, etc.)


Search found in Title, author, subject


LC Class #

Other Expected Features


Relevancy ranking


How is relevance determined?


How accurate is the algorithm?


Spelling alternative or “Do you mean?”


Tag clouds


RSS Feeds


Federated searching (or linking to federated search
engines)


Ability to contribute user
-
generated content


Integration of vendor generated enriched content
(table of contents, covers)

Aquabrowser


Medialab Solutions (Dutch company) entered the
library search market in 2002 with Aquabrowser


Medialab Solutions bought by Bowker in 2007;
Bowker owned by CSA; CSA and Proquest
merged; Serials Solutions exclusive distributor


“The world leading visual faceted search”


Nearly 2,000 installations


Mainly used by public libraries in Netherlands & U.S.
(due to TLC contract)


Increasing interest from academic libraries


University of Chicago Library in 2007


Oklahoma State University

Aquabrowser
-

Architecture


MARC data transferred nightly from ILS to
Aquabrowser


Data Connectors extract and translate data
from source (MARC data, Word, XML, etc.)


Knowledge
-
builder analyzes data (word
count, dictionaries)


Igor, the “lighting
-
fast” search engine,
searches the data (stored in XML)

Aquabrowser
-

Features(1)


Faceted browse


Completely customizable


No limits to number


Word cloud offers unique “discovery” tool


Visual triggers & cues in colors, distance and font
-
size


Harvests metadata in bibliography and authority
records


Can offer option to not display this


RSS feeds


Breadcrumbs

Aquabrowser
-

Features(2)


Relevancy ranking


Determined by where the term appears in metadata
and frequency


Sort by author, title or date


Did you mean search (offered automatically or by
few/no hits search)


Search in other databases (repositories)


My Discoveries allows users to enter tags and
reviews with central account (2007 product)




Selected Aquabrowser
Implementations


University of Chicago (Lens)


http://lens.lib.uchicago.edu/


Oklahoma State University (BOSS)


http://boss.library.okstate.edu/


Croydon College Library (iPoint)


http://titan.croydon.ac.uk/ipoint/


King County Library System (Catalog
Explorer)


http://explorer.kcls.org/

Encore


Product of Innovative Interfaces in 2007


Innovative Interfaces, based out of
California, founded in 1978


Development of product on faster track then
ILS (3 enhancements in a year)


Works with development partners, including
Springfield
-
Greene Public Library


Encore
-

Architecture


Millennium libraries have no need to
transfer data to new search engine (Encore
fully integrated)


Display uses AJAX (Asynchronous
JavaScript and XML)


Encore
-

Features


Facets (5 available: format, collection, language, date,
location); III considering chronological & geographical


RightResults relevancy ranking (also WebPACPro)


Spell check (triggered with few or no hits)


Sort by title or date


Currently just works with III’s federated search engine
Research Pro (Metalib integration planned)


INN
-
reach search results


Tag cloud terms from LCSH (Upcoming release will allow
user
-
contributed tags)


Future releases will be able to harvest OAI
-
PMH compliant
databases


RSS feeds and ability to enter reviews available in
WebPACPro, not Encore



Selected Encore Implementations


Springfield
-
Greene Public Library


http://catalog.coolcat.org/iii/encore/app


California State University, Fresno


http://encore.lib.csufresno.edu/iii/encore/app


University of Glasgow (Scotland)


http://encore.lib.gla.ac.uk/iii/encore/app


Nashville Public Library


http://nplencore.library.nashville.org/iii/encore/
app

Endeca


A software company that provides information
access technology to a variety of enterprises
such as Home Depot, Wal
-
Mart, Bank of
America, etc.


North Carolina State University (NCSU)
Libraries was the first library to purchase
Endeca ProFind, Guided Navigation system,
among libraries in May 2005

Endeca
-

Architecture


Endeca coexists with SirsiDynix Unicorn ILS
system


Endeca doesn’t understand MARC records


MARC records are converted to flat text files
for ingest by Endeca


Updated or newly added records to the
Unicorn ILS are merges into Endeca’s files
every night

Endeca
-

Features


Faceted navigation


Spell correction / Did you mean


Breadcrumbs


Hierarchical subject browse based on Library of
Congress Classification (LCC)


New book browse for titles recently added


RSS feeds based on user results


“Search within” results


Relevance Ranking

Endeca
-

User Interface (1)




The customer of Endeca has complete
control over the look, options, layout of the
search interface

Recommended | Ratings & Reviews | Format | Age Level | Location |
Languages | Series | Subjects (Topical) | Subject Names | Subject
Region | Subject Era | Biography A
-
Z | Author Names

Endeca
-

User Interface (2)




SirsiDynix Web2 (NCSU former catalog
interface) still appears in the new catalog for
known item and authority searches


Four
search
option tabs

Endeca

powered
keyword search

Known item
search from
ILS interface

Selected Endeca Implementations


Florida Center for Library Automation
(consortium)


http://catalog.fcla.edu/ux.jsp



McMaster University


http://libcat.mcmaster.ca


Phoenix Public Library


http://www.phoenixpubliclibrary.org/


Triangle Research Libraries Network (consortium)


http://www.trln.org/


Primo


A new information discovery and delivery tool
created by Ex Libris


Partnering with libraries, including Vanderbilt
University and the University of Minnesota
(USA), the University Library Center of North
-
Rhine Westphalia (a large consortium in
Germany), and the Royal Library in Denmark


Released version 1.0 of Primo on May 1, 2007

Primo
-

Architecture


Primo can load bibliographic and holdings
records from local ILS


Primo can also load the library’s local digital
collections


Primo stores data from the ILS and local
collections in XML format


Primo can access to remote resources
(currently only through MetaLib and SFX)

Primo


Features(1)


Refine My Results: Ten preconfigured facets +
five more facets chosen by library


RSS feeds


Two Tabs Search Option (recommended)


Breadcrumbs


E
-
shelf




Two tabs
search option

Three tabs
search option

Three tabs
search option

Breadcrumbs

1. Topic

2. Creator

3. Collection

4. Creation date

5. Language

6. Resource type

7. LCC

8. Genre

9. DDC

10. German class

Primo


Features(2)


FRBRized Item Display


Did you mean


Relevance Ranking


Haven’t Found What You Are Looking For?


Suggested New Searches


Write a Review


FRBRized

display

View local digital
collections from
the catalog

Selected Primo Implementations


Boston College


http://library.bc.edu/F?local_base=BC_CATA
LOG



Emory University


http://www.emory.edu/libraries.cfm



Iowa State University


http://www.lib.iastate.edu/



University of Iowa


http://infohawk.uiowa.edu/F



Vanderbilt University


http://acorn.library.vanderbilt.edu/uhtbin/cgisi
rsi/b1r4FJgsGI/CENTRAL/4020167/60/502/
X



Similar Products


Blacklight by University of Virginia (open source)


http://blacklight.rubyforge.org/



eXtensible Catalog by University of Rochester (open
source)


http://www.extensiblecatalog.info/



Scriblio by Plymouth State University (open source)


http://about.scriblio.net/



Solrpac by Miami University of Ohio (open source)


http://beta.lib.muohio.edu/drupal/



VuFind by Villanova University (open source)


http://vufind.org/



WorldCat Local by OCLC


http://www.oclc.org/worldcatlocal/default.htm

Conclusion:

Before choosing an overlay product for your library, consider



Proprietary software vs. Open source


What are your users’ needs? What is wrong with
your current catalog interface?


How flexible is the product in choosing facets or
organizing search interface?


What are the features that the product offers?


How/where are the data for the facets coming
from?







Conclusion:

Before choosing an overlay product for your library, consider



How much preparation does the product require?
For example, cleaning up the wrong subdivision
such as |v in subject fields and authority file


Does the product offer a good relevance ranking
system?


How fast does the product conduct a search?


Thank you!



Questions?