by michele newberry

The FCLA Endeca Project

By Michele Newberry

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Current OPAC environment

Aleph 500 v.15.5 Heavily customized to reflect pre-

implementation objectives Based on familiarity of previous system Without full understanding of all the

support implications Includes heavy use of Javascript Some workarounds created functional

problems

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FCLA ALEPH Architecture

11 universities 11 Aleph instances

Bibliographic records =14 million Configuration files and tables Joblists and batch queues

11 OPAC configurations 1 OPAC config = >700 files/tables 4 Aleph regions (DEV/TEST/PROD/REPT) X

11 OPACs X 700 files = 30,800!

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Pending upgrade

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

survive the upgrade process Resources to sustain level of

customization aren’t adequate Familiarity with previous system is

declining Upgrade process will take 4 months for

the 11 Aleph instances

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Other objectives

Provide a consistent transition interface during the up 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

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Why ENDECA?

Already proven by NCSU Can build on NCSU’s work instead of

starting from ground zero Product features:

Guided navigation Facets Spellcheck Stemming Others yet to be fully explored

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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

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Building the Endeca File

Extract bib records from 11 Aleph databases

Load 1st into a 12th Aleph bib file Load 2nd file-deduping on OCLC number

merge unique and local data (e.g., call numbers/URLS/headings/notes…)

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

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Maintaining 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

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Next steps …

OPAC Subcommittee is examining Data integrity Functionality Appearance Usability Accessibility

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

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Next steps …

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

effect on EndecaUse of material type codes for more

user-friendly resultsProcesses to optimize the

consistency of the bibliographic and holdings data feeding into Endeca

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Much further down the road

Libraries will need to start looking at feasibility of sharing bibliographic records to:Reduce duplication of effortShare authority controlRedirect resources into enhancing the

dataReduce level of effort to produce the

Endeca database

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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

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Basic Search

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Search Results

A Closer Look at Facets

Browse the Virtual Shelf

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Advanced Search

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Advanced Search

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Advanced Search

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Advanced Search

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Boolean Search

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A Closer Look at Results

Item status is dynamically displayed

If item is requestable,

displays request link

Create RSS Feed for any

result set

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Export Options

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Patron Empowerment

Patron Empowerment

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Full View with Holdings

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Full View with Holdings

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MARC View (Union)

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MARC View (Local)

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Monograph with many Holdings

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Monograph Holdings Full View

Monograph Detailed Holdings

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Serial with many Holdings

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Serial Holdings Full View

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Serial Detailed Holdings

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Endeca Record

Endeca Record (large record) …

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Endeca Record (large record) …

Endeca Record (large record) …

Endeca Record (large record) …

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Endeca Record (large record) …