Cosa 2010 discovery platform moxon

2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST

SirsiDynix Discovery Platform

Paul MoxonSirsiDynix

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 & INDEXINGCatalog

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 PlatformWeb Services

Staff Mobile

HorizonWeb Services

Catalogs Web Sites Local Docs

SymphonyWeb Services

SIRSIDYNIX WEB SERVICES

SIRSIDYNIX WEB SERVICES & CLIENTS

BookMyne 1.1For Symphony

BookMyne 2.0 For Symphony

& Horizon

Portfolio Enterprise

e-Library

SirsiDynix Web Services

Discovery Horizon Symphony

SEAMLESS ACCESS TO COLLECTIONInteracts 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 dataEach click will produce results

– Self-learning auto-complete search suggestionsBlacklist 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

ENTERPRISE

• 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.

ENTERPRISE

• 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)

SirsiDynixEnterprise

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 LEVELLevel 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.

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

Cosa 2010 discovery platform moxon

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