the fcla endeca project by michele newberry. m.newberry2 why endeca? already proven by ncsu build...

40
The FCLA Endeca Project By Michele Newberry

Upload: benedict-perkins

Post on 25-Dec-2015

217 views

Category:

Documents


2 download

TRANSCRIPT

Page 1: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

The FCLA Endeca Project

By Michele Newberry

Page 2: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 2

Why ENDECA?

Already proven by NCSU Build on NCSU’s work instead of starting

from zero Product features:

Guided navigation Facets Spellcheck Stemming Others yet to be fully explored

Page 3: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 3

Pending upgrade

Jumping 2 releases to v.18 None of the 15.5 customization will

survive the upgrade process Resource commitment to sustain level of

customization is low Familiarity with previous system is

declining Upgrade process will take 4 months for

the 11 Aleph instances

Page 4: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 4

Other objectives

Provide a consistent transition interface during the upgrade process

Gain discovery and navigation functionality not currently available

Gain a union catalog – a byproduct of our previous system not yet available with the current one

Page 5: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 5

Endeca architecture

One instance of Endeca One Endeca database 7 million records One instance of user interface with

individual institution views Easy interface modification Rapid, iterative development

Page 6: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 6

Building the Endeca File

Extract bib records with 852 fields from 11 Aleph databases

Load 1st into 12th Aleph bib file (UX) Load 2nd file-deduping on OCLC

number – merge unique and local data (e.g., 852/856/headings/notes…)

Load file3 … file11 Load Digital Library metadata Extract UX bib file to load into Endeca

Page 7: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 7

Building the Endeca Catalog

Full extraction, reformatting and load takes 48 hours – will be done every few weeks

Incremental updates of adds/significant changes

Current holdings status retrieved from Aleph via SQL in real-time

Page 8: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 8

Basic Search

Page 9: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 9

Search Results

Page 10: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

A Closer Look at Facets

Page 11: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

Browse the Virtual Shelf

Page 12: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 12

Advanced Search

Page 13: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 13

Advanced Search

Page 14: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 14

Advanced Search

Page 15: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 15

Advanced Search

Page 16: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 16

Boolean Search

Page 17: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 17

A Closer Look at Results

Item status is dynamically displayed

If item is requestable,

displays request link

Create RSS Feed for any

result set

Page 18: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 18

Export Options

Page 19: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 19

Patron Empowerment

Page 20: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

Patron Empowerment

Page 21: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 21

Full View with Holdings

Page 22: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 22

Full View with Holdings

Page 23: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 23

MARC View (Union)

Page 24: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 24

MARC View (Local)

Page 25: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 25

Monograph with many Holdings

Page 26: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 26

Monograph Holdings Full View

Page 27: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

Monograph Detailed Holdings

Page 28: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 28

Serial with many Holdings

Page 29: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

29

Serial Holdings Full View

Page 30: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

30

Serial Detailed Holdings

Page 31: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 31

Endeca Record

Page 32: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

Endeca Record (large record) …

Page 33: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 33

Endeca Record (large record) …

Page 34: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

Endeca Record (large record) …

Page 35: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

Endeca Record (large record) …

Page 36: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 36

Endeca Record (large record) …

Page 37: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 37

Next steps …

OPAC Subcommittee is examining Data integrity Functionality Appearance Usability Accessibility

CIRC/ILL Subcommittee will be looking at future SUS-wide request capabilities

Page 38: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 38

Next steps …

Technical Services Planning Committee is looking at: Aleph indexing changes for v.18 and

the effect on Endeca Examining use of material type codes

for more user-friendly results Processes to optimize the consistency

of the bibliographic and holdings data feeding into Endeca

Page 39: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 39

Much further down the road

Technical Services Planning Committee will be looking at

Feasibility of sharing bibliographic records to: Reduce duplication of effort Share authority control Redirect resources into enhancing the

data Reduce level of effort to produce the

Endeca database

Page 40: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product

M.Newberry 40

READY … FIRE … AIM!!! http://catalog.fcla.edu

http://famu.catalog.fcla.edu http://fau.catalog.fcla.edu http://fgcu.catalog.fcla.edu http://fiu.catalog.fcla.edu http://fsu.catalog.fcla.edu http://ncf.catalog.fcla.edu http://ucf.catalog.fcla.edu http://uf.catalog.fcla.edu http://unf.catalog.fcla.edu http://usf.catalog.fcla.edu http://uwf.catalog.fcla.edu