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Discovery strategies
for Kuali OLE
Andrew Preater
Associate Director, Information Systems and Services
University of London

Kuali Days UK, 29 September 2013
Discovery potpourri
SHL
SHL
website
website

Discovery
Discovery

LMS
LMS

Digital
Digital
content
content

Archives
Archives
Medium term
Discovery
Discovery
BLMS
BLMS

Digital
Digital
content &
content &
ePrints
ePrints

Archives
Archives

SHL
SHL
website
website
OLE has no
Catalog!
Discovery work
package
Why VuFind?
Exists now
Right expertise
Highly flexible Open Source
software
Research
1. Ethnography
Working with Lizzie Atkinson
(@library_lizzie) of UCL DIS
2. Staff focus
groups
‘The Moon on a Stick’, by Flickr user
Simon Grieg. License CC-BY-NC-SA.
http://flic.kr/p/5wzWZa
3. Treat as a Web
project!
VuFind
find.senatehouselibrary.ac.uk
BLMS Ufind
Analysis using
VuFind
Thank you
andrew.preater@london.ac.uk
@preater

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Discovery strategies for Kuali OLE - VuFind at the University of London

Hinweis der Redaktion

  1. Current state of play with various siloed systems. These boxes could be much more haphazard. The only real link is between LMS and Discovery right now. We using Innovative Encore having implemented that for live use in 2010 on top of our WebPAC ‘classic catalog’.
  2. Medium term solution. The important point is we’re not looking to implement perfection next year, we’re looking to do something better. We want to search our local resources at minimum. We don’t have a resource discovery platform so that was an easier question.
  3. This fact was our initial driver – we knew we needed to work on discovery in the BLMS problem although OLE does not come with a catalog front-end. This fact is a great shock to the system initially, but on reflection actually a great thing - OLE includes a strategic decision about not forcing us into a particular choice. The point is we can all choose our own that meets local needs - we don’t even need to all use the same thing in a consortium like the BLMS.
  4. The lead on this was Tim Fletcher at Birkbeck, University of London. We decide we would work collaboratively and pool knowledge to explore discovery options. In the end we all wanted to set up and test VuFind for local use. Why VuFind?
  5. Why we decided on VuFind for our initial medium-term solution is that: It exists right now so we could get on and use it We have the right expertise locally to work with VuFind, comes down to a question of VuFind (PHP) versus Blacklight (Ruby) and our local PHP expertise is much better It’s highly flexible open source software that we know we can customise and modify to meet our requirements
  6. So we can’t just implement something, we wanted to research our requirements and user needs to understanding our situation better.
  7. Working with Lizzie Atkinson at UCL DIS earlier in 2013 we used ethnographic methods to investigate library users use of the catalog in the library itself – how they use it and what they do.
  8. We ran staff focus groups over Summer 2013 to dig into what staff think of as requirements for a user-facing catalog front end.
  9. Outcomes of staff focus groups very interesting - ‘We want the Moon on a stick’ is an actual quote! Here’s a blog post summarizing this: http://www.preater.com/2013/05/14/discovery-at-senate-house-library-staff-focus-groups/
  10. Important point is the catalog front end is a website so we want to treat it as a web project rather than something odd from libraryland. We’ll therefore be approach deploying VuFind using a standard approach to web usability / user experience.
  11. This will definitely deal with our local bib data, and for Senate House Libraries will have archives and ePrints included
  12. Screenshot of Senate House Libraries, University of London test VuFind instance. This is VuFind 2 running on a virtual machine. It’s straightforward to set up, it works, and it’s a great test-bed for decoupling discovery from the Millennium LMS backend.
  13. UFInd or Uber-VuFind is a codename for our project to create a shared VuFind instance that includes all of our MARC data. Virtualised Amazon Web Server setup All sites supply mrc files Agreed standard for holdings output / site codes 1. Installed and setup VuFind on AWS 2. Import partner data 3. Allow for “by institution” filtering as a facet 4. Installed and setup VuFind on AWS 5. Import partner data 6. Allow for “by institution” filtering as a facet