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The FCLA Endeca Project By Michele Newberry

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Page 1: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

The FCLA Endeca Project

By Michele Newberry

Page 2: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 2

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

Page 3: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 3

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!

Page 4: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 4

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

Page 5: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 5

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

Page 6: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 6

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

Page 7: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 7

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 8: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 8

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

Page 9: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 9

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

Page 10: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 10

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 11: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 11

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

Page 12: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 12

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

Page 13: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 13

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

Page 14: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 14

Basic Search

Page 15: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 15

Search Results

Page 16: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

A Closer Look at Facets

Page 17: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

Browse the Virtual Shelf

Page 18: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 18

Advanced Search

Page 19: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 19

Advanced Search

Page 20: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 20

Advanced Search

Page 21: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 21

Advanced Search

Page 22: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 22

Boolean Search

Page 23: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 23

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 24: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 24

Export Options

Page 25: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 25

Patron Empowerment

Page 26: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

Patron Empowerment

Page 27: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 27

Full View with Holdings

Page 28: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 28

Full View with Holdings

Page 29: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 29

MARC View (Union)

Page 30: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 30

MARC View (Local)

Page 31: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 31

Monograph with many Holdings

Page 32: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 32

Monograph Holdings Full View

Page 33: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

Monograph Detailed Holdings

Page 34: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 34

Serial with many Holdings

Page 35: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

35

Serial Holdings Full View

Page 36: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

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Serial Detailed Holdings

Page 37: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 37

Endeca Record

Page 38: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

Endeca Record (large record) …

Page 39: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 39

Endeca Record (large record) …

Page 40: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

Endeca Record (large record) …

Page 41: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

Endeca Record (large record) …

Page 42: The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation

M.Newberry 42

Endeca Record (large record) …