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River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus Libraries University of Rochester
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River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

Dec 21, 2015

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Page 1: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

River Campus Libraries

1

CUIPIDCatalog User-Interface Platform for Iterative Development

David LindahlDirector of Digital Library InitiativesRiver Campus LibrariesUniversity of Rochester

Page 2: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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What is CUIPID?

Catalog User Interface Platform for Iterative Development

Project of the Digital Initiatives Unit at the University of Rochester Libraries

CUIPID is a technology platform that enables iterative, user-centered design of new catalog user interfaces

It will help us relate metadata and user needs.

Page 3: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Page 4: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Users must select a search type.

Example: Choose “title” if you know exact title, or

the beginning of the title Choose “title keyword” if you know

some words in title Users must select the correct type for

optimal or acceptable results

Usability Issue

Page 5: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Usability Issue

Users should not enter initial articles.

Initial articles are “a” “an” and “the” Certain search types are left-anchored and

user must leave off initial articles when these are used

Page 6: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Usability Issue

Users must undestand what a left-anchored title search is and when it is called for.

Some search types are, some aren’t Patron is looking for the “Journal of Cell

Biology” Patron selects Journal Title for search type

and enters: “Cell Biology” – fails “Journal of Cell Biology” - success “Journal of Cell” - success

Page 7: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Usability Issue

Many people don’t know how to construct a boolean search

Page 8: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Users must use “set limits” to navigate large result sets.

User needs to resubmit search Too many choices for language, location, etc Date limits confusing

Usability Issue

Page 9: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Provide automatic spelling suggestions

Voyager Catalog Google RCL Site Search CUIPID

Opportunity

Page 10: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Collecting multiple records to print, save, or email is confusing.

Too many buttons and choices Layout confusing Doesn’t remember choices between

different results pages

Usability Issue

Page 11: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Opportunity

Provide context-sensitive services based on circulation status

Examples: If item is available, provide a stack map If item is checked-out, provide a recall form If item is lost, provide an interlibrary loan

request form

Page 12: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Opportunity

Support number searching whether spelled out or numerical

Page 13: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Opportunity

Provide more useful information with record displays.

Display suggestions of other titles instead of just subject headings

Book cover images, sample pages Reviews Recommendations Donor information

Page 14: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Uability Issue

Users don’t understand the invisible boundaries of our information islands.

Users search for journal articles in the catalog

Users search for books in website search

Page 15: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Opportunity

Libraries should hide the technology.

Systems Online Catalog Website Databases Interlibrary Loan

Features Search Engines Authentication Mechanisms Requests

Page 16: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Opportunity

Automatically recognize journal title abbreviations

Interpreting citations with journal title abbreviations is difficult without extensive knowledge or a reference book

This can be accomplished with a web-service that can translate abbreviation to full-title

Page 17: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Opportunity

Incorporate other content indices

Course pages Web pages (subject guides) Institutional Repositories Digital content repositories

Page 18: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Page 19: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Model

AACR2

FRBR

MARC

Anglo-AmericanCataloguing Rules

Machine ReadableCataloging

Functional Requirementsfor Bibliographic Records

?

?AACR3

Page 20: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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What is FRBR?

Functional Requirements for Bibliographic Records

IFLA publication, 1998 A conceptual model, not a standard Relates bibliographic data to user tasks Tools and rules are available

Page 21: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Example

What might FRBR accomplish for users? Here is an example…

Page 22: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Example

Page 23: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Example

Susan B. Anthony Keyword Search – Top Hits

1) Biography2) Biography3) Biography4) Susan B. Anthony

Preservation District5) Her Writings6) Biography7) Biography8) Biography9) Correspondence10) Virgil Thomson opera

recording11) Biography

12) Proceedings of her Trial13) Virgil Thomson opera

recording14) Music from the Ken

Burns film 15) The Ken Burns film16) Biography17) Biography18) Analysis of her writings19) Women’s Studies

Newsletter20) Her papers21) Biography

Page 24: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Example

Page 25: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Example

Page 26: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Example

Page 27: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Example

Why is this better? Collocation: materials with the same or

related content are grouped together. Easier navigation through search results Precise results with simple search queries.

What could help us to achieve this?

Page 28: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Entities

Group 1 Work, Expression, Manifestation, Item Products of intellectual or artistic endeavor

Group 2 Person, Corporate Body Those responsible for intellectual or artistic

content Group 3

Concept, Object, Event, Place Serve as subjects of works

Page 29: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Group 1 Entities

Work

Expression

Manifestation

Item

is realized through

is embodied in

is exemplified by

Page 30: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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FRBR Group 1 Entities

Work

Expression

Manifestation

Item

Goethe’s “Faust”

L. Filmore’s English translation of Faust

As published by W. Smith, 1847

The copy owned by my library

Page 31: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

CUIPID

Page 32: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPID 2

CUIPID

Page 33: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Voyager Demo

Voyager Demo

Page 34: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Voyager

SQL database

Architecture - Voyager

MARCMetadata

Index

User Interface

INDEX

Examples:- Title index- Author index- Journal index

Examples:- Bibliographic Record- Holding Record- Item Record (MARC?)

WebVoyage

Page 35: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPID 2

CUIPID

Page 36: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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DVDs and Videos

Why?

Common queries were for specific titles, genres and directors

Voyager (WebVoyage) just didn’t cut it Not browse-able Cumbersome limits page to work through

Integration with website UC Berkeley example

Videos / DVDs

Page 37: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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DVDs and Videos

What?

Web interface for searching and browsing DVD and Videos collection

Fully automated system Maintain data in Voyager Allow users to search by keyword, and browse

by title, genre, language, and director Customized metadata display on results screen Demo

Videos / DVDs

Page 38: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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DVDs and Videos (Phase 2)

Why?

Need to provide availability information on result selection screen

Copied data not up-to-the minute

Videos / DVDs

Page 39: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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DVDs and Videos (Phase 2)

What?

Live circulation status on results screen Demo

Videos / DVDs

Page 40: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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ColdFusion

Architecture - Videos

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

WebVoyage

SQL database

Videos

Cached Queries

Find Videos/DVDs

Page 41: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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DVDs and Videos (etc)

“DVDs and Videos” is related to FRBR

Primary language = expression level attribute Genre = work-level attribute User needs for metadata Unknowingly implemented aspects of FRBR

Videos / DVDs

Page 42: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPID 2

CUIPID

Page 43: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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SARA

Why?

Overcome limitations of commercial metasearch application

Influenced by grouped-search-results page at Amazon.Com

Experiment ColdFusion as a platform for metasearch Multiple concurrent Voyager searches

SARA

Page 44: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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SARA

What?

ColdFusion application Concurrent Voyager searches Demo

SARA

Page 45: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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SARA

How?

Cold Fusion executing Verity searches Cold Fusion executing SQL queries to CDs,

DVDs, and eJournal database (copy of Voyager content)

Cold Fusion executing multiple, concurrent http calls to Voyager, parsing and screen scraping for results number

SARA

Page 46: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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ColdFusion

Architecture - SARA

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

WebVoyage SARA

Verity Indexes

Stored Queries

Page 47: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPID 2

CUIPID

Page 48: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID

Why? Influences

Usability issues with Voyager Opportunities FRBR UB Alternative Catalog Stanford XOBIS

Past Projects Videos/DVDs SARA Site Search

Hundreds of things we wanted to do…

CUIPID

Page 49: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID

What?

Platform for User-Centered-Design of catalog user interfaces

XML copy of library catalog records “Did you mean” spell checking Grouping of search results Maps to stack locations FRBR future Unlimited possibilities Demo

CUIPID

Page 50: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID

Vision of a new catalog Take advantage of metadata (videos/DVDs) Manipulation Navigation Behind the scenes processing Enhanced displays Usability

CUIPID

Page 51: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID

Challenges User interface design FRBRized metadata Information Literacy

CUIPID

Page 52: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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What’s in CUIPID

What’s in CUIPID? Records?

Page 53: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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Web Server

MS SQL

ColdFusion

CUIPID

Voyager

Oracle

WebVoyage

PERL copy

Library website user interface

How?

XML files

VerityIndex

Google.Com

D.Y.M. Web Service

XMLParser

spell check

Circulation

Status

Page 54: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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ColdFusion

Architecture – CUIPID 1

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

WebVoyage CUIPID

MARCXML

Filesystem

Verity Index

Verity

Page 55: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPID 2

CUIPID

Page 56: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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ColdFusion

Architecture – CUIPID 2

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

WebVoyage CUIPID

MARCXML

Index

XML Database

Page 57: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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ColdFusion

Architecture – CUIPID 2

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

WebVoyage CUIPID

MARCXML

Index

XML Database

XPath

Page 58: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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ColdFusion

Architecture – CUIPID 2

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

WebVoyage CUIPID

Index

METS Wrappers

MARCXML

extra metadata

Dublin core

XML Database

Page 59: River Campus Libraries 1 CUIPID Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives River Campus.

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CUIPIDCatalog User-Interface Platform for Iterative Development

David LindahlDirector of Digital Library InitiativesRiver Campus LibrariesUniversity of Rochester

Questions?