CUIPID Project Catalog UserInterface Platform for Iterative Development

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CUIPID ProjectCatalog User-Interface Platform
for Iterative Development

• David Lindahl
• Director of Digital Library Initiatives
• University of Rochester Libraries
• Jeff Suszczynski
• Lead Developer
• University of Rochester Libraries

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What is CUIPID?

• Catalog User Interface
• Platform for Iterative Development
• Project of the Digital Initiatives Unit at the
  University of Rochester Libraries
• CUIPID is a technology platform that enables
  iterative, user-centered design of new catalog
  user interfaces
• It will help us relate metadata and user needs.

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CUIPID Roadmap
Influences
Usability Issues and Opportunities
UB Alternative Catalog
Stanford XOBIS
FRBR Model
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Usability Issue

• Users must select a search type.
• Example
• Choose title if you know exact title, or the
  beginning of the title
• Choose title keyword if you know some words in
  title
• Users must select the correct type for optimal or
  acceptable results

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Usability Issue

• Users should not enter initial articles.
• Initial articles are a an and the
• Certain search types are left-anchored and user
  must leave off initial articles when these are
  used

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Usability Issue

• Users must understand what a left-anchored title
  search is and when it is called for.
• Some search types are, some arent
• Patron is looking for the Journal of Cell
  Biology
• Patron selects Journal Title for search type and
  enters
• Cell Biology fails
• Journal of Cell Biology - success
• Journal of Cell - success

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Usability Issue

• Users must use set limits to navigate large
  result sets.
• User needs to resubmit search
• Too many choices for language, location, etc
• Date limits confusing

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Usability Issue

• Users dont understand the invisible boundaries
  of our information islands.
• Users search for journal articles in the catalog
• Users search for books in website search

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Usability Issue

• Collecting multiple records to print, save, or
  email is confusing.
• Too many buttons and choices
• Layout confusing
• Doesnt remember choices between different
  results pages

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Opportunity

• Libraries should hide the technology.
• Systems
• Online Catalog
• Website
• Databases
• Interlibrary Loan
• Features
• Search Engines
• Authentication Mechanisms
• Requests

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Opportunity

• Incorporate other content indices
• Course pages
• Web pages (subject guides)
• Institutional Repositories
• Digital content repositories

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Opportunity

• Provide automatic spelling suggestions
• Voyager Catalog
• Google
• RCL Site Search
• CUIPID

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Opportunity

• Support number searching whether spelled out or
  numerical

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Opportunity

• Provide more useful information with record
  displays.
• Display suggestions of other titles instead of
  just subject headings
• Book cover images, sample pages
• Reviews
• Recommendations
• Donor information

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Opportunity

• Provide context-sensitive services based on
  circulation status
• Examples
• If item is available, provide a stack map
• If item is checked-out, provide a recall form
• If item is lost, provide an interlibrary loan
  request form

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Opportunity

• Automatically recognize journal title
  abbreviations
• Interpreting citations with journal title
  abbreviations is difficult without extensive
  knowledge or a reference book
• This can be accomplished with a web-service that
  can translate abbreviation to full-title

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CUIPID Roadmap
Influences
Usability Issues and Opportunities
UB Alternative Catalog
Stanford XOBIS
FRBR Model
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FRBR Model
FRBR
Functional Requirements for Bibliographic Records
AACR2
AACR3
MARC
?
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FRBR Example

• What might FRBR accomplish for users?
• Here is an example

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FRBR Example
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FRBR Example

• Susan B. Anthony Keyword Search Top Hits

• Biography
• Biography
• Biography
• Susan B. Anthony Preservation District
• Her Writings
• Biography
• Biography
• Biography
• Correspondence
• Virgil Thomson opera recording
• Biography

• Proceedings of her Trial
• Virgil Thomson opera recording
• Music from the Ken Burns film
• The Ken Burns film
• Biography
• Biography
• Analysis of her writings
• Womens Studies Newsletter
• Her papers
• Biography

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FRBR Example
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FRBR Example
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FRBR Example
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FRBR Example

• Why is this better?
• Collocation materials with the same or related
  content are grouped together.
• Easier navigation through search results
• Precise results with simple search queries.

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What is FRBR?

• Functional Requirements for Bibliographic Records
• IFLA publication, 1998
• A conceptual model, not a standard
• Relates bibliographic data to user tasks
• Tools and rules are available

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FRBR Entities

• Group 1
• Work, Expression, Manifestation, Item
• Products of intellectual or artistic endeavor
• Group 2
• Person, Corporate Body
• Those responsible for intellectual or artistic
  content
• Group 3
• Concept, Object, Event, Place
• Serve as subjects of works

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FRBR Group 1 Entities

• Work
• Expression
• Manifestation
• Item

Goethes Faust L. Filmores English
translation of Faust
As published by W. Smith, 1847
The copy owned by my library
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CUIPID Roadmap
Influences
Usability Issues and Opportunities
UB Alternative Catalog
Stanford XOBIS
FRBR Model
CUIPID
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CUIPID Roadmap
Influences
Usability Issues and Opportunities
UB Alternative Catalog
Stanford XOBIS
FRBR Model
Voyager
CUIPID
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Voyager Demo

• Voyager Demo

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Architecture - Voyager
User Interface
Index
Metadata
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CUIPID Roadmap
Influences
Usability Issues and Opportunities
UB Alternative Catalog
Stanford XOBIS
FRBR Model
Videos / DVDs
Audio / CDs
Voyager
CUIPID
eJournals
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DVDs and Videos
Videos / DVDs

• Why?
• Common queries were for specific titles, genres
  and directors
• Voyager just didnt cut it
• Not browse-able
• Cumbersome limits page to work through
• Integration with website
• UC Berkeley example

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DVDs and Videos
Videos / DVDs

• What?
• Web interface for searching and browsing DVD and
  Videos collection
• Fully automated system
• Maintain data in Voyager
• Allow users to search by keyword, and browse by
  title, genre, language, and director
• Customized metadata display on results screen
• Demo

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Architecture - Videos
User Interface
Find Videos/DVDs
Index
Cached Queries
SQL database
Metadata
Videos
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DVDs and Videos (etc)
Videos / DVDs

• DVDs and Videos is related to FRBR
• Primary language expression level attribute
• Genre work-level attribute
• User needs for metadata
• Unknowingly implemented aspects of FRBR

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CUIPID Roadmap
Influences
Usability Issues and Opportunities
UB Alternative Catalog
Stanford XOBIS
FRBR Model
SARA
Voyager
CUIPID
Site Search
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SARA
SARA

• Why?
• Overcome limitations of commercial metasearch
  application
• Influenced by grouped-search-results page at
  Amazon.Com
• Experiment Can we search everything from a
  single user interface?

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What is SARA?
SARA

• Search And Retrieval Application
• ColdFusion as a platform for metasearch
• Multiple concurrent Voyager searches
• Demo

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Architecture - SARA
ColdFusion
User Interface
SARA
Verity Indexes
Index
Stored Queries
Metadata
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CUIPID Roadmap
Influences
Usability Issues and Opportunities
UB Alternative Catalog
Stanford XOBIS
FRBR Model
SARA
Voyager
CUIPID
Site Search
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What is CUIPID?
CUIPID

• Catalog User Interface Platform for Iterative
  Development
• Metadata platform (infrastructure)
• User-Centered-Design platform

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What is CUIPID
CUIPID

• Metadata platform (infrastructure)
• MARCXML
• Information Silos
• Extensible

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What is CUIPID
CUIPID

• User-Centered-Design platform
• No training
• Results that are
• Precise
• Comprehensive
• Meet expectations

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CUIPID Version 1
CUIPID

• Proof of concept
• Used technology we had on hand
• Approximately 2000 records, four authors
• Jane Austen
• Charles Dickens
• William S. Burroughs
• Igor Stravinsky
• Demo

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CUIPID Version 1 - Architecture
ColdFusion
User Interface
CUIPID 1
Index
Metadata
MARCXML
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CUIPID Version 1 - Issues
CUIPID

• Slow (10 seconds for a search)
• Record Limit (
• Limited indexing (maximum 2 fields)
• Limited API

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CUIPID Version 2
CUIPID

• Purchased server (Windows)
• Installed XML database (TextML)
• Added data
• Created indexes
• Installed API (COM)
• Next Steps
• Test and tweak performance
• Design metadata platform
• Design and build user interface(s)
• Demo

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CUIPID Version 2 - Architecture
ColdFusion
User Interface
CUIPID 2
Index
XPath
METS Wrappers
extra metadata
Metadata
MARCXML
Dublin core
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CUIPID Version 2 Create MARCXML

• Create MARCXML

CUIPID
Voyager Tables
PERL Script 1
Bib records
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MARCXML
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CUIPID Version 2 Populate DB

• Populate repositories
• Add a DocBase for CUIPID
• Add two repositories (Bibs and MFHDs)
• Add XML files using TextML GUI (browse / select)
• Copies files into the repositories
• Creates log file to capture formatting problems
  in the records

CUIPID
TextML
CUIPID DocumentBase
Bibliographic records
Repository Bibs
Holdings records
Repository Holdings
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CUIPID Version 2 Create Indexes
CUIPID

• Steps to create index
• Assign a name
• Select type
• Design XPath statement
• Add comments
• Examples
• Keyword Anywhere
• Author
• Title
• Subject
• TextML indexes repair and update automatically
• Voyager index maintenance requires manual
  intervention, and server resources (keyword index
  regeneration).

//collection/record/datafield_at_tag"245"/subfiel
d_at_code"a" Searches for 245 a field in MARC
record
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CUIPID Version 2 User Interface
Code to connect to TextML from
ColdFusion APPLICATION.COMObjects.Cli
entServices CreateObject( "COM", "TextmlSe
rver.ClientServices", "Local", "128.15
1.244.17") ClientServices
APPLICATION.COMObjects.ClientServices AP
PLICATION.COMObjects.ServerServices
ClientServices.ConnectServer("128.151.244.44") S
erverServices APPLICATION.COMObjects.ServerServi
ces APPLICATION.COMObjects.DocbaseServices
ServerServices.ConnectDocBase("cuipid") DocbaseS
ervices APPLICATION.COMObjects.DocbaseServices
APPLICATION.COMObjects.SearchServices
DocbaseServices.SearchServices SearchServices
APPLICATION.COMObjects.SearchServices APPLICATIO
N.COMObjects.DocumentServices
DocbaseServices.DocumentServices DocumentServi
ces APPLICATION.COMObjects.DocumentServices

CUIPID

• Interfaces to TextML
• Web Interface
• COM API
• Cold Fusion ? ? COM
• CreateObject() embedded in
• Call TextML API commands to submit queries from
  inside ColdFusion programs
• Pass XML formatted query object

XML Formatted Query Object version""1.0""? RESULTSPACE""MyResults"" NAME""aSearchi""searchterms
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CUIPID ProjectCatalog User-Interface Platform
for Iterative Development

• David Lindahl
• Director of Digital Library Initiatives
• University of Rochester Libraries
• Jeff Suszczynski
• Lead Developer
• University of Rochester Libraries