A New Approach to E-reserves The Seneca Libraries Experience End User – April 28, 2007 Presented by: Jane Foo, Manager of Digital Library Services & Information.

A New Approach to E-reserves The Seneca Libraries Experience

End User – April 28, 2007

Presented by:

Jane Foo, Manager of Digital Library Services & Information Systems

Jennifer Peters-Lise, Metadata & Digital Services Librarian

Sharon Tait, Digital Library Systems

Today’s talk

• Background on e-reserves project– Goals for e-reserves– Research committee– Prototypes

• Encompass for Digital Collections– Set-up & customizations– Metadata– Policies & procedures

• The future…

Seneca College

• Toronto, Ontario• 18,000 FTE; 90,000 PT• 678 FT faculty• 4 campus libraries• 12 FT librarians ; about 30 FT technicians• Over 100,000 books

Goals for E-reserves

• Collocate all course materials into one list

• Access as much as possible online

• Not online? Tell them where to find it!

• User friendly and inexpensive system

Course materials

• Print Reserves

• E-reserves– Traditional reserve-type material available online

• Research by course pages

Research by Course pages

Seneca’s current reserves• Mixture of formats

• Paper copies damaged; pages lost

• Complaints about loan periods

• Line-ups everywhere!

• Major disconnection between materials– Research by course pages on our website– Reserves in the OPAC– Textbooks on OPAC but separate from reserves

E-reserves Research Committee

• Oct 2005 - Dec 2006

• Examined: – Seneca’s current reserves– Canadian E-reserves Scan

• 17 existing e-reserves projects across Canada

– Available systems for e-reserves

See final committee report for more information…

Systems tested for e-reserves

Commercial system: DocutekSeneca owned systems: Blackboard, Voyager, EDC

Docutek

Course dashboard

Docutek’s ERes

• What we liked– User friendly– Self-maintenance available– Administrative control

• What we didn’t like– Duplicate data entry – Cost– Stand-alone system

Voyager

Embedding the link in Blackboard

Embedding the link in Blackboard

Voyager

• What we liked:– Cataloguing– Integration of print and electronic materials– Maintenance

• What we didn’t like– Results/browsing interface

Blackboard’s Content System

Blackboard• What we liked:

– Familiarity with system– Access for students– Logical hierarchy of readings

• What we did not like:– No cataloguing – only filename– Limited searching capabilities– No reports and limited statistics – No administrative control over our content within Blackboard

Encompass for Digital Collections

Main page

Browsing by course code

Organizing readings by week

Alternate organization of readings

Search for course code

Results display

Encompass and BlackBoard

• Embedded

• Link directly to browsing list from a course page in Blackboard

EDC – what we liked• Cataloguing workflow

– Quick templates = no duplicate data entry– Immediate error correction– Top-down collection view– Maintain database integrity by limiting access to cataloguing

• Import MARC records

• Similarity to ILS system

• Combines logical browsing of Blackboard with the cataloguing and data control of Voyager

Setting Up EDC• Base and Repository DMD

– Collection DMD – Qualified DC (encdc.dtd)

– Repo DMD – customized two dtds

• Complete Repo DMD Mapping to Collection DMD based on Crosswalk developed by Jenn

MARC_ereserves.dtd<!ELEMENT ereserves (course-code*, course-name*, begin-reserve-on*, remove-reserve-on*, instructor-name*, grouping*, title, url*, label-for-url*, author*, corporate-author*, corporate-author-subordinate*, editor*, series-title*, edition*, date-of-publication*, page-numbers*, periodical-publication-dates*, source*, file-size*, notes*, unique-identifier*, isbn*, issn*, call-number*, author-dates*, place-of-publication*, publisher*, publication-frequency*, subject*, subject-general*, subject-geographic*, subject-form*)><!ELEMENT course-code (#PCDATA)><!ELEMENT course-name (#PCDATA)><!ELEMENT begin-reserve-on (#PCDATA)><!ELEMENT remove-reserve-on (#PCDATA)><!ELEMENT instructor-name (#PCDATA)><!ELEMENT grouping (#PCDATA)><!ELEMENT title (#PCDATA)>….

MARC_ereserves_wrapper.dtd (validation DTD)<!ELEMENT collection (ereserves*)><!ELEMENT ereserves (course-code*, course-name*, begin-reserve-on*, remove-reserve-on*, instructor-name*, grouping*, title, url*, label-for-url*, author*, corporate-author*, corporate-author-subordinate*, editor*, series-title*, edition*, date-of-publication*, page-numbers*, periodical-publication-dates*, source*, file-size*, notes*, unique-identifier*, isbn*, issn*, call-number*, author-dates*, place-of-publication*, publisher*, publication-frequency*, subject*, subject-general*, subject-geographic*, subject-form*)><!ELEMENT course-code (#PCDATA)><!ELEMENT course-name (#PCDATA)><!ELEMENT begin-reserve-on (#PCDATA)> …..

• Search indices– Collection:

Search Index – default qual-dublin-cm.xsl Access Points Index – modified

existing qual-dublin-bu.xsl

– Repo:Search Index: customized a new xsl

based on the existing qual-dublin.xsl

– New Search Key Indices:Instructor (Ikey) PublicCourse code (ckey) PublicDate Created/Updated (dkey) – Staff search

only

Marctoqual-dublin.xsl

<?xml version="1.0" encoding="utf-8" ?> - <xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" version="1.0">  <xsl:output method="xml" indent="yes" />   <xsl:preserve-space elements="*" /> - <xsl:template match="/">- <xsl:element name="esdrecord">- <xsl:for-each select="MARC_ereserves | ereserves">  <xsl:call-template name="itemtitle" />   <xsl:call-template name="auth" />   <xsl:call-template name="abs" />   <xsl:call-template name="subjterms" />   <xsl:call-template name="all" />   </xsl:for-each>  </xsl:element>  </xsl:template>- <xsl:template name="itemtitle">- <xsl:if test="title">- <xsl:element name="itemtitle">- <xsl:variable name="str">- <xsl:for-each select="title">- <xsl:if test="position() > 1"> ….

• Bulk Loading v. Client-Based loading– Server Metaload

• generic-shredder.xsl - modified• XmlLoader.properties – modified

• Started with concept of bulk loading but eventually

Marc records were loaded individually through staff client

Export from library catalogue – converted to xml via marcedit

  Marc to MARCXML script (in MarcEdit)

<?xml version="1.0" encoding="UTF-8" ?> <!-- sef   --> - <xsl:stylesheet version="1.0" xmlns:marc="http://www.loc.gov/MARC21/slim" xmlns:xsl="http://www.w3.org/1999/XSL/Transform" exclude-result-prefixes="marc">  <xsl:import href="MARC21slimUtils.xsl" />   <xsl:output method="xml" encoding="UTF-8" indent="yes" omit-xml-declaration="yes" /> <!-- only for bulk import, add to output tag: doctype-system="../dtds/MARC_ereserves_wrapper.dtd"   --> - <xsl:template match="/">- <ereserves>  <xsl:apply-templates />   </ereserves>  </xsl:template>- <xsl:template match="marc:record">  <xsl:variable name="controlField001" select="marc:controlfield[@tag=001]" /> <!-- title   --> - <xsl:for-each select="marc:datafield[@tag=245] | marc:datafield[@tag=246]">- <title>  <xsl:value-of select="normalize-space(.)" />   </title>  </xsl:for-each> <!-- URL   --> - <xsl:for-each select="marc:datafield[@tag=856]">- <url>  <xsl:value-of select="marc:subfield[@code='u']" />   </url>  </xsl:for-each> <!-- URL label   --> - <xsl:for-each select="marc:datafield[@tag=856]">- <url_label>  <xsl:value-of select="marc:subfield[@code='z']" />   </url_label>  </xsl:for-each> <!-- author   --> - <xsl:for-each select="marc:datafield[@tag=100]">- <author>  <xsl:value-of select="normalize-space(.)" />   </author>  </xsl:for-each>

• Voyager Export

Customizing the Metadata

• Wish list for metadata– Compared wish list to MARC, CanCore, Dublin Core– MARC won overall

• Chose a sub-set of MARC fields, added extra local fields

• Human readable field names to accommodate non-cataloguing staff

• AACR2 cataloguing rules

Metadata profileMARC fields

title, URL, label for URL, author, corporate author, corporate

author subordinate unit editor, series title, edition, date of publication, page numbers, periodical publication dates,

source, notes

Non-MARC fields

course code, course name, begin reserve on, remove

reserve on, instructor name, grouping, file size

Customizing the Metadata

• Print reserve records– Save bib from Voyager– Convert bib to xml using MARCedit

• Custom XSLT file defining our metadata profile

– Import xml file into EDC

Metadata profileMARC fields

title, URL, label for URL, author, corporate author, corporate

author subordinate unit editor, series title, edition, date of publication, page numbers, periodical publication dates,

source, notes

Non-MARC fields

course code, course name, begin reserve on, remove

reserve on, instructor name, grouping, file size

Placeholders for imported MARC records for print reserves.

(no data is entered into these fields for e-reserves)

unique identifier, ISBN, ISSN, call number, author dates, place of publication, publisher,

publication frequency, subject, subject (general subdivision), subject (geographic

subdivision), subject (form subdivision)

User Interface requirements

• Browse > search• One-click from title• Uncluttered (less is more)• Can be embedded / integrated into other Web

interfaces• Language that makes sense to students• Branding & identity

Customization notes

• XSLT, CSS … and APIs• code cleanup • modified: basic search, advanced search, results

list, object record and view relationship pages• display order • custom metadata xsl files for field display• custom search indices (course code, instructor,

date added)

Custom field displays

Linking directly from browse and search

2 types of links:• link(url tag)• digital object(objResURL tag)

Live linking to Voyager

automatically constructed live link to Voyager recordusing importedBib ID(aka unique-identifier tag)

Re-purposing “View Relationships”

This is just the beginning …

• 2 iterations so far• Faculty involvement from project onset• Staff town hall and training sessions

distinction between electronic vs. print

• User-centered testing / feedback – Summer 2007• Explore and create more opportunities for embedding /

integration

Policies and Procedures – content & staffing

• Merge Research by Course pages into the system

• Both reference and borrower services staff will catalogue materials for the system

Policies and procedures - copyright

• “Fair dealing" does not apply to teaching materials in Canada.

• Access Copyright license does not apply to digitization of print materials

• We must contact copyright holders for licensing

Policies and procedures - digitization

• Digitize faculty created items with permission

• Seek copyright permission and scan as many print reserves as possible

Pilot project -- Jan-Dec 2007

• Staff training for scanning, e-reserves system and copyright (Mar)

• Retroactive cataloguing (Apr-May)

• User testing and follow-up (Summer)

• Marketing sub-committee and plan (Summer)

• Larger pilot and evaluation (Sept-Dec)

Digitool Plans

• Current status• Migration Path• Can we make it work?

• Administration

• Web forms

• Customization

• Metadata

• Exporting existing metadata

• Other digital repository projects• A first look (demo) and initial ideas

Questions?

Jenn

[email protected] & Yahoo: senlibjenn

http://people.senecac.on.ca/jennifer.peters-lise

Sharon

[email protected]

Seneca E-reserves Committee Final Reporthttp://tinyurl.com/usnob

Jane

[email protected] & Yahoo: senlibjane

http://people.senecac.on.ca/jane.foo