Extending Primo beyond your ILS data source : including EAD - PowerPoint Presentation

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Extending Primo beyond your ILS data source : including EAD and Graphic Sources

Janet LuteILS CoordinatorPrinceton University Library

IGeLU 2014

Oxford, EnglandSlide2

Background

Goal is to include numerous and disparate sources of data that never were and never will be in our ILSMany sources belong to Rare Books and include Finding Aid records, visual materials, and local senior thesis recordsLive with Primo since Sept. 2011

Direct hosted on 4.7Work in close collaboration with Technical Staff from Rare Books and with our web developerA lot of this work was trial and error and I learned lots about the Back OfficeSlide3

EAD and Hierarchy

Many finding aid records are hierarchical in natureDetermine how far down the hierarchy you need to go for separate recordsCurrently we have records for levels 2, 3, 4 and 5Level 1 – F. Scott Fitzgerald Papers. This is the container, no individual record to links to it

Level 2 – Series 1: WritingsLevel 3 – Series 1A: NovelsLevel 4 –

The Beautiful and DammedLevel 5 – Book I, “A Pleasant Absurdity of Things”

Most collections are not as complex as thisSlide4

Finding Aid record and hierarchy

Primo record at lowest level

Link takes you to the next level upSlide5
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How to get from EAD to PNX

Convert EAD to a generic format (done by staff in Rare Books)

Then map this to PNX via Primo normalization

Example of what the XML record looks likeSlide7

Normalization Rule Set Tips

To get started do a copy from xml-templateOne set of rules for all xml data sourcesHave a test record in right from the beginning and test each field as you go along

Be consistent in the use of local fieldsThink about what fields are used in your main NRI have a spreadsheet that summarizes field useSlide8

Normalization Rule Sets

Set up a new rule set for EAD using the usual sectionsBy far the hardest section was control

Display – Library Level Availability needed careTerminology was an issue especially the Primo use of the term ‘Source’Slide9

File Splitter

Mapping table – File SplitterSet up an EAD File SplitterMapping table – File Splitter

Params

This sets up the mapping from the xml file for the Pipe and creates separate recordsSlide10

FrontEnd Display Fields Code Table

Many EAD labels share the ones used by MarcSubject, Author/Artist, Title, etc. required no actionLocal display fields used by EAD needed to be added

Really need to pay attention to what you already haveMight Notes and Summary really be the same thingSlide11

Full Display Labels Code Table

Only the newly added labels needed to enteredSlide12

Use of local fields

Ex

Libris

provides up to 50 local fields for Search,

Display

etc

. Follow the set up of Collection Title through various stages

NR Search section

NR Display section

View – Brief Results Tile

Primo Front End Display

Full Display Labels

FrontEnd

Display FieldsSlide13

Views

For initial Testing I created a separate viewGoal is to have all data sources in one viewBrief display tile – think about what data elements to display, has to make sense for all data sourcesFirst line includes Title, and Title of Collection

Second line includes Author/Artist

EAD record has title + title of collection but no author

Voyager sourced record has a title and an authorSlide14

Views – Full display

Full display tile – may need some specific fields addingAgain you are balancing the demands of different interested parties, and compromises may need to be madeSome of the new display labels needed for EADSlide15

Data Sources

Used to define sources of data for the pipeYou want separate sources so that you can control the pipes

The top three

are for local data sources, bottom one is for our regular Voyager pipe Slide16

Data Source for EAD

Do this in the right order: file splitter, then data source, then pipe setup

Online Primo help can be useful but it usually does not link tasks togetherSlide17

Pipes List

Set up a pipe to load and delete EAD print, plus a pipe to load and delete EAD visuals, thesis, etc.

Each data source can have its own schedule and run independently of your other data sourcesYou may also want to delete the entire source and reloadSlide18

Pipe configuration

This pipe looks for records in a *.tar.gz format in the directory called /exlibris

/primo/data/thesisBug in 4.6/7 and gz

format is not being recognized; use tar or tar.gz. Fixed in 4.8

Not scheduled yet but will probably load records weeklyIndexing and

hotswapping

processes is shared by all pipesSlide19

EAD example record

XML Record

Primo – Full Display

Finding Aids PageSlide20

Visuals ExampleSlide21

Senior Thesis example

Senior Thesis resource type set upSlide22

Locations & Availability

Hardest part and most controversialSome factions wanted detailed item requestability directly from Primo

Others felt that a link to the correct part of the Finding Aid and hence to Aeon system for requestingThis part requires custom codingNot quite there yet but leaning toward the 2

nd optionSimpler for patrons

Fewer changes to XML records and smaller recordsSlide23

Locations & Availability

Request This Box will invoke Aeon

Request Link takes you to the Finding AidSlide24

Visuals/Senior Thesis Requesting

Visuals & Senior Thesis have far simpler records with usually one itemNo finding aids, links directly to the Aeon System

Aeon login screenSlide25

What was the point?

We have 28 records for “The beautiful and damned “by F. Scott Fitzgerald

EAD Finding Aid Record

Voyager sourced recordsSlide26

What is left to do?

All records not loaded yet; will be over ½ million initially for the EAD materialNeed an ongoing pipe for new and edited recordsLocations & Availability tab is still being refined – local customizations here

May still refine the number of levels for which we create recordsSome top level EAD records have Voyager records, we will suppress theseSlide27

I will supply more details on request including normalization rules and the XML file format

Thanks to Kevin Reiss for the Primo customizations kr2@princeton.edu

Janet Lutejelute@princeton.edu

Questions?