Moxon discovery platform

2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SirsiDynix Discovery Platform
Paul Moxon
SirsiDynix

WHAT IS THE DISCOVERY PLATFORM?
• A system architecture which, together with a set of
technologies and integrations, provides a comprehensive
patron interface to your catalog, electronic resources, and
digital assets

ApplicationsApplications
Discovery Platform ServicesDiscovery Platform Services
Indexed DataIndexed Data
e-Library Enterprise Portfolio BookMyne
Search Content Mgt.
Staff Mobile
Access ControlAccount Mgt.
Horizon
Web Services
Catalog Web Sites Local Docs
…
Symphony
Web Services
Database A Database B ...
Catalog
Web Sites
Local Docs
Database A
Database B
...
DISCOVERY PLATFORM ARCHITECTURE

Discovery Platform ServicesDiscovery Platform Services
Search Content Mgt.
Staff Mobile
Access ControlAccount Mgt.
Horizon
Web Services
Web Sites Local Docs
…
Symphony
Web Services
Web Sites
Local Docs
Database A
Database B
...
METADATA HARVESTING & INDEXING
Catalog
Catalog

Web ServicesWeb Services
Search Content Mgt.
Staff Mobile
Access ControlAccount Mgt. Circ.
…
Symphony
Catalog
Web Sites
Local Docs
Database A
Database B
...
BASIC OPAC ARCHITECTURE

Search Content Mgt.
Staff Mobile
…
Symphony
Catalog
Web Sites
Local Docs
Database A
Database B
...
ENTERPRISE ARCHITECTURE

Search Content Mgt.
Staff Mobile
…
Symphony
Catalog
Web Sites
Local Docs
Database A
Database B
...
PORTFOLIO ARCHITECTURE

Search Content Mgt.
Staff Mobile
…
Symphony
Catalog
Web Sites
Local Docs
Database A
Database B
...
BOOKMYNE ARCHITECTURE

Search Content Mgt.
Staff Mobile
…
Symphony
Catalog
Web Sites
Local Docs
Database A
Database B
...
STAFF MOBILE APPLICATION ARCHITECTURE

• SOAP and Restful Web
Services enable:
– Symphony & Horizon
– Mobile Applications
– New Web Sites
– Portfolio
– New SD Applications
– New Customer
Applications
• Continued support of
Symphony APIs
SirsiDynix Web ServicesSirsiDynix Web Services
DataData
Discovery Platform
Web Services
Staff Mobile
Horizon
Web Services
Catalogs Web Sites Local Docs
…
Symphony
Web Services
SIRSIDYNIX WEB SERVICES

SIRSIDYNIX WEB SERVICES & CLIENTS
BookMyne 1.1
For Symphony
BookMyne 2.0
For Symphony
& Horizon
Portfolio Enterprise
e-Library
SirsiDynix Web Services
Discovery Horizon Symphony

SEAMLESS ACCESS TO COLLECTION
Interacts seamlessly with existing PACs: e-Library or HIP

ENTERPRISE

ENTERPRISE FEATURES
• Searching:
– Patented, award-winning search engine—unique to industry
– Pattern-recognition searching using overlapping sets of characters
– “Everything” searching of any data
ILS’s, databases, library-selected websites, library content, PDF collections, etc.
– “Did you mean?” populated from indexed data
Each click will produce results
– Self-learning auto-complete search suggestions
Blacklist misspelled or inappropriate words
– Unlimited pre-defined search limits
– Bowker ICE indexing of enrichment content

ENTERPRISE FEATURES (CONT’D)
• Interface:
– Layout can be anything from simple (like Google) to content-rich
portal (like Yahoo)
– Unlimited profiles to customize experience for libraries’ varied
audiences
– Easy and flexible content management
Libraries can even use Enterprise as their home page
– Pre-delivered themes or library-loaded CSS for highly-customized
experience

• Results:
– Facets for easily limiting results
Libraries can create their own facets
– Flexible scoping defaults and sortable holdings
– Completely customizable brief and full displays
– RSS and simple bookmarking of any result set or page
– Easy integration with ChiliFresh for reviews and social content
– Seamless integration with e-Library or HIP (customers will not lose
current OPAC features they like; easier transition for patrons)
– Customizable javascript offers integration with third party content
Library Thing, Digg, Del.icio.us, Novelist, etc.

• Administration:
– Easy and powerful Admin interface
– WYSIWYG “rooms” creation for custom content
– Google Analytics reporting
– Multiple authentication options
– Discovery XML (DiXML) tool allows libraries to configure their own
search targets (virtually any type of data can be indexed and
searched)
– Fast, automated tasks including indexing of changes, harvesting
website data, etc.

PORTFOLIO–DIGITAL ASSET MANAGEMENT

• Provide easy access to local historical collections
– Newspapers
– Photographs
– Journals, diaries, personal papers
• Remove silos in institutional repositories
– Special collections
– Topical, geographic, images, art work
• Search and retrieve all library resources
– Digital assets & metadata
– Print collection, A-V materials
– Web links, Z39.50 targets, etc.
• Available online 24/7
USERS WANT ACCESS TO DIGITAL
MATERIALS

• Seamless management of digital assets of all types
• Full support for Dublin Core metadata
• Metadata and full-text searching
• Intuitive multi-level hierarchical browsing
• Granular security and access control
• Hyperion upgrade path is to SirsiDynix Portfolio
PORTFOLIO HIGHLIGHTS

• Part of the Discovery Platform family of products
• Superset of Enterprise
– Same interface for searching
– Same admin layout
– Additional features for digital asset management (DAM)
SirsiDynix
Enterprise
SirsiDynix
Portfolio
PORTFOLIO

OVERVIEW OF DAM FEATURES
• Supports many formats by default
– Video – AVI, Flash, Quicktime (MOV), MP4, MPEG,
Macromedia, Windows Media
– Audio – MP3, WAV, Windows Media
– Documents – Word, Word 2007, PDF, Text, Excel, Excel 2007
– Images – Bitmap, GIF, JPEG, PNG, TIF
– Add custom formats as needed
• Supports multiple metadata types
– Dublin Core XML, MARC21 XML, MARC21 & UNICODE file
records
• Imports images & metadata using OAI-PMH
• Allows harvesting from other sites

• Sophisticated administration tool for complete control of
asset management, metadata, facets, content, etc.
• Multiple authentication options
• Access control for each item or folder, including optional
Accountability features through Symphony integration
• Configurable templates for metadata fields
• Optional OCR for text asset searching
• Web Services for integration with existing environments
• Data harvesting via OAI-PMH
• Real-time and XML bulk importing/exporting
• Decide when to allow searching and display
• Optional use of Rooms for content
FEATURES FOR STAFF

MANAGE ASSETSEasy and
sophisticated
management of
digital assets

EDIT ASSET

EDIT METADATA TEMPLATE

PORTFOLIO 4.0 ACCESS LEVEL
Level Description
Extended Public
Often assigned to off-site users of the library system and to patrons who are not members of the library.
These users may browse and search for resource types that have the Extended Public access level.
Public
Often assigned to members and users of the library. These users have the authority to navigate the digital
asset hierarchy and search the database, and may only see resource types with the level of Public and
Extended Public.
Staff
Often assigned to library staff members. These users have the authority to navigate the digital asset
hierarchy, search the database, and create, modify, and delete assets. These users may not see or work
with assets at the Supervisor or System Admin level, but they may see and work with assets at the Staff,
Public, or Extended Public levels.
Supervisor
Often assigned to library staff supervisors. These users have the authority to navigate the digital asset
hierarchy, search the database, and create, modify, and delete folders and assets. These users can also
assist in the maintenance of the metadata for assets, move assets from one location of the hierarchy to
another, and remove folders and assets.
Supervisor users may search and modify folders and assets at the Supervisor, Staff, Public, and Extended
Public levels. They may not search, browse, modify, or view assets and folders at the System Admin level.
System Admin
Often assigned to the SirsiDynix Symphony administrator. These users have the authority to navigate the
digital asset hierarchy, search the database, and create, modify, and delete folders and assets.
These users may also assist in the maintenance of the metadata for assets, which includes the creation of
resource types, move assets or entire folders from one place in the hierarchy to another, and remove
folders and assets. These users often are responsible for reports, system maintenance, and installing
software and hardware upgrades. System Admin users may search and modify folders and assets at all
access levels.

PORTFOLIO 4.0 – END USERS
• Extension of powerful Enterprise™ discovery platform:
– Portfolio-only purchases will come bundled with Enterprise
– Enterprise customers will upgrade to add Portfolio capability
• Fuzzy, natural language searching, including:
– Auto-complete search suggestion
– Did you mean?
– Faceted limiting of search results
– “Cover flow” browsing of results
• Federated searching of not only digital assets, but ILS, Z39.50, websites,
and electronic databases.
• Web 2.0 features such as RSS and user reviews
• Portal environment with easy, built-in content management

CUSTOMIZABLE COLLECTION BROWSING

MAP-BASED UI FOR PATRONS

MAP-BASED UI VARIATIONS

CHRONOLOGICAL MAP-BASED UI

• GA early November 2010
• Map-based UI to follow
• Hyperion upgrade path is Portfolio
• Portfolio
– Includes Enterprise
– Compatible with
• Symphony 3.3+
• Horizon 7.4
• Internet Explorer 7+, Firefox, Safari, etc.
– Hosted & local installs
PORTFOLIO RELEASE SCHEDULE

QUESTIONS?

THANK YOU

Moxon discovery platform

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