NU Primo – A Story of Development

“How to make Primo your own”

IGeLU 2013Septembe 2013

Michael North - LEAD, Systems TeamSr. Systems Analyst / Programmer Northwestern University

IT related services (through applications) - already out of date after 6 months

AGENDA.1. Quick NU Tour of Primo

.2. MODS protocol extract and Ingestion (Winterton)

.3. LibGuides into Primo

.4. Primo / Blackboard Plugin Adaptor

.5. FRBR enhancement Fix

.6. Other DEV work – if time !

QUICKNUL

Primo Tour

NU PRIMO UMBRELLA"ALL ROADS LEAD TO ROME"

PHILOSOPHYApplications Under the Primo Umbrella• Voyager• SFX• Metalib• Repositories (local) (ex: Africana Images, BooksNorthwestern)

• Repositories (remote) • Primo Central• bX

Goggle-ish Searching – single searchbox

Customizations – many of which can be found on ELCommons

MODSProtocol

HarvestingEAD MODs Primo

(Winterton Collection)

Archival and Manuscript Collection Portal : Over 400 collections are accessible using EAD Finding Aid

The “other” EAD project

c01: Group c02: Album c03: Page c03: Page c03: Page c04: Photograph c04: Photograph

… c02: Album

… c02: Album

c01: Photograph

c01: Album c02: Page c02: Page c03: Photograph c03: Photograph c02: Page…

c01: Box c02: Slide c02: Slide c02: Slide…

c01: Group c02: Album c03: Page c04: Photograph c04: Photograph

… c02: Album c03: Page c04: Photograph c04: Photograph

c02: Envelope c03: Photograph c03: Photograph c03: Photograph

c01: Group -> MODS: Group c02: Album -> MODS: Album c03: Page -> MODS: Page c03: Page -> MODS: Page c03: Page -> MODS: Page c04: Photograph -> MODS: Photograph c04: Photograph -> MODS: Photograph c04: Photograph -> MODS: Photograph… c02: Album -> MODS: Album c02: Album -> MODS: Album

MODS: GroupMODS: AlbumMODS: PageMODS: PageMODS: Page

MODS: PhotographMODS: Photograph MODS: Photograph

…MODS: AlbumMODS: Album

<mods> <titleInfo displayLabel="Title"> <title>Uganda Railway : scenes at stations</title> </titleInfo> ….. <identifier displayLabel="Handle" type="hdl"> http://hdl.handle.net/2166.DL/inu-wint-8-1-6</identifier>

<relatedItem type="host" displayLabel="Parent"> <titleInfo displayLabel="Title"> <title>British East Africa</title> </titleInfo> <identifier displayLabel="Handle" type="hdl"> http://hdl.handle.net/2166.DL/inu-wint-8-1</identifier> </relatedItem> <relatedItem type="constituent" displayLabel="On this page"> <titleInfo displayLabel="Page"> <title>African and European men</title> </titleInfo> <identifier displayLabel="Handle" type="hdl"> http://hdl.handle.net/2166.DL/inu-wint-8-1-6-2 </identifier> </relatedItem>

FEDORA Digital Image collections into Primo

Fedora (Flexible Extensible Digital Object Repository Architecture)An architecture for storing, managing, and accessing digital content in the form of digital objects.

We have numerous Fedora repositories.

Started with Africana Library’s Winterton Collection.

Records in EAD format in Fedora.

MODS records created in Fedora.

THEN…..

Use XSLT script to transform MODS to PNX.

Import into Primo server.

Digital Image collection into Primo

MODS

PNX

XSLT

Why XSL instead of the Back Office Normalization?

Complex, hierarchical Subject Headings

DocumentationFlexibilityPermanence

Digital Image collection into PrimoWinterton Collection – Fedora Repository

Primo Record Discovery

Parent of image

Actual image (item record)

Actual Photo displayClick on “thumbnail” or image displayed in Online Resource or Details tabs.

Image on parent page

Parent of actual image record (hierarchy provided)Click on the “Link to source in Winterton Collection of East African Photographs” link in the “Online Resource” or “Details” tabs. This will display the parent page of the individual record (shows where the image came from).

•Group: 21 •Title from inventory: East Africa Protectorate •Dates: Circa 1899-1902 •Photographer: Unidentified photographers •Physical description: 1 album and 1 envelope of loose photographs •Object ID: 21 •Languages: Collection is captioned in English.

•Abstract: Original photographs, compiled during the construction of the Uganda Railway. Historic Notes: An important album with good images of Mombasa at the turn of the century, the building of the Uganda Railway and the founding of Nairobi. The lion trap at Tsavo is of particular interest. Many of the pictures were probably taken by the ‘official’ railway photographer, some bearing captions imprinted on the image. The compiler of the album may have been the Chief Medical Officer assigned under contract to the Uganda Railway Company, originally based, as one would expect, in Mombasa and later transferring to Nairobi when that settlement became the center for railway building operations.

•Subjects: • Uganda Railway--Pictorial works

• Railroads--Design and construction--Pictorial works • Railroads--Africa, East--Pictorial works • Europeans--Africa, East--Social life and customs--Pictorial works • Mombasa (Kenya)--Description and travel--Pictorial works • Africa, East--Description and travel--Pictorial works

Related Material: See also the Young album of photographs of the Uganda Railway. N.B. none of these images are duplicated in the Young album.In this Group: •Object 21-1 - East Africa Protectorate •Object 21-2 - East Africa Protectorate •Cultural Context: Cultural Context of African Colonial Photographs and the Herskovits Library Collections •Citation: East Africa Protectorate. Circa 1899-1902. Winterton Collection of East African Photographs, Melville J. Herskovits Library of African Studies, Northwestern University, Evanston. Object 21. 7 September, 2013. http://hdl.handle.net/2166.DL/inu-wint-21

•.

Clicking on Component Page provides Picture detail…. Plus metadata for the picture.

So, Why Is This So GREAT ! ! !

This harvesting method that incorporates hierarchical metadata into Primo for our collections, provides another access point for patrons who never knew about the Winterton Collection. So now, patrons can look at the digital object directly in a webpage, or they can go to the Winterton Repository website via Primo and be placed right into the collection website so they can look at other related objects.

Winterton Ingestion into Primo

Take the PNX file (MODS --> XSLT processing output) and create a targz file.

Create and setup a simple File Splitter - using "RootXPath", "FullRecordXPath", and "IndentifierXpath" parameters.

Setup the Data Source configuration section in the Back Office.

Setup Normalization Rules - Almost all of the normalization rules treat the source as complex XML and simply copies the text into the appropriate field.

Thumbnail setup :(1) Setup the thumbnail image to appear in the Details tab by adding the html img tag in the normalization rule.(2) Setup the Primo Search Result thumbnail to open the Primo record in a window. This helps inform the patron that they can go to the source document or the item document.

Setup a pipe to harvest the Winterton TARGZ file (pnx records).

Run the Winterton Harvest pipe and Index and Hotswap.

How to setup the Harvest Process

The ThumbnailAdding thumbnail image to details tab:

Pnx record

Details tab

Getting thumbnail to open Primo record:

The Thumbnail

End Result

LibGuides into

Primo

LibGuides into Primo – why good!

• Generate XML file of LibGuides content

LibGuides into Primo

• Use XSLT script to create mapping table that will link LibGuide creator to guide

LibGuides into Primo

LibGuides into Primo• Upload mapping table in Primo Back Office

LibGuides into Primo• Create File Splitter

file splitter mapping table

file splitter params mapping table

• Create Pipe to harvest LibGuide content

Configure Data Source

Define Pipe

LibGuides into Primo

LibGuides into PrimoTest File Splitter

LibGuides into PrimoCreate a tar.gz file

LibGuides into PrimoRun the pipe:

LibGuides into PrimoRecords appear in Primo:

Primo and

Blackboard CMS

Primo and Blackboard Integration

• We wanted the library to become partners with other departments around campus in order to increase our institutional relevancy and profile.

• The two most visited websites at Northwestern are (1) the Blackboard CMS site and (2) the Library Catalog OPAC.

• The obvious first choice of a collaborative project for cross-department development was to integrate Primo and Blackboard with each other.

• Another library objective was to make available Primo's repository display abilities to Northwestern departments to enhance teaching capabilities.

Primo and BlackboardWhat does this project give us…

• It becomes an Integral part of our “resource discovery” strategy.

• Provides a Collaboration Platform between Academic & Research Technologies (A&RT) and the Library.

• Primo “Push” to Blackboard Content Area

• Blackboard “Pull” from Primo e-Shelf

• Gives the Library a presence in Blackboard

• Gives Blackboard a presence in the Library

From Primo and e-Shelf – "Push“ into Blackboard

• The first collaborative endeavor was to create a “push” feature from Primo, into Blackboard.

• Send a selected resource from search results into the Blackboard Documents Content Area

• Send one or more selected items from Primo e-Shelf or a basket to Blackboard Content Area

• Items are not dynamically linked to eShelf.

From Blackboard -“Pull” Primo eShelf into Blackboard

• The second collaborative endeavor was to create a “pull” feature from Blackboard, out of Primo.

• This Links Primo e-Shelf resources to Blackboard Content Areas

• This is a Dynamic display of e-Shelf contents in Blackboard

Primo to Bb "PUSH" Function

(how does it work)

Blackboard login

• Selected Primo resource is moved to Blackboard and this window closes..you stay in Primo.

Go to Course Documents for Course BB104

Click VIEW RESOURCES brings up Primo record

Bb to Primo "PULL"

Function(how does it work)

Primo eShelf we want to pull into Blackboard

Inside Blackboard CMS

Let's Add Library E-Shelf Folder !

Add Primo Searching (and Library Resources) into Blackboard

Primo/Bb Project Comes Around "FULL CIRCLE" with our repository

development objectives.

• Teachers provide digital objects or request one (NU scanning project). These objects are made available through Primo via "harvesting."

• Teachers pull or push this material into their Blackboard Course Materials pages.

• Students use the material in a classroom environment.

• Instructor’s eShelf’s can be saved in Primo for repeat use, saving time.

EL Commons

YouTube :  Northwestern Primo/Blackboard PUSH Integration Demo   http://youtu.be/B6rSV4hgy5g

YouTube :  Northwestern Primo/Blackboard PULL Integration Demo   http://youtu.be/dq_C4AAWF2U

PLEASE USE BOTH LINKS (there are older vids on this site)

FRBR Enhancement Development

NU FRBR Enhancement• There have been a lot of discussions about how FRBR-ized records should

display in Primo. Northwestern developer (Jeremy Provost) “coded” a fix that was acceptable to the librarians and placed the code in ELCommons.

• We created a true “WORKING RECORD” for the FRBR set of records.• This code will hide from the display information for a FRBR group that

should not be displayed due to it being specific to an individual item in the group. In other words, the Publisher and Availability information is not appropriate to display for the group record as it is only specific to the current preferred record. Instead, we'll display just the title, creator, format (optional based on your FRBR rules) and the link to show all versions of that item. Once all versions are displayed, the full records return.

• Additionally, this code can order the display of the individual records in date descending order and return the user to their previous sort order when closing the group of records.

FRBR EnhancementLocal jQuery development

Notice that this is now a "working" record without any tabs.

This avoids the confusion of having specific record info in the title area and record info in the tabs.

Lets click on the link and see how they are displayed !

No tabs

FRBR Enhancement (continued)*notice that they are now auto-sorted in descending date order (create date).

Why Do I Mention FRBR ?

• Isn’t it fixed by ExLibris ????

• Yes but the point is that ExLibris listened to it’s customers and wase not afraid to implement something that was developed institutionally. That is a good thing !

Other DEV work

Medical Library API View• Medical School chose not to use the Primo webpage, but have designed an API interface to conform to their other webpage interfaces.

Our First “Responsive Web Design”

Now that a department contributed digital object is in Primo, it can be "pushed" or "pulled" into Blackboard so that the same professor can use it in his classroom !

Art Slides Repository (Art History Dept)

Northwestern BOOKS Project

Once these books are harvested in Primo, they can be made available to Blackboard for professors to use in their course materials !

Youtube links(new project ongoing - working on ingestion forms for faculty requests)

• More NU Fedora Repository Harvesting• TROVE National Library of Australia API• Vanderbilt TV NEWS archive harvesting• Primo and Alma

Future what does the future hold for NU development

Thank You

Michael North m-north@northwestern.edu