The Bath Profile and The Journey To Interoperability Carrol D Lunau Bath Profile Maintenance Agency July 7, 2003 [email protected] Canada.
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Transcript The Bath Profile and The Journey To Interoperability Carrol D Lunau Bath Profile Maintenance Agency July 7, 2003 [email protected] Canada.
The Bath Profile
and
The Journey To Interoperability
Carrol D Lunau
Bath Profile Maintenance Agency
July 7, 2003
[email protected]
Canada
Z39.50 Searching: what are the
difficulties?
Large
result sets
Records that don’t obviously meet the
search criteria
Miss records that are in the database
Difficulties configuring clients for each
server
Canada
Why is a profile needed?
Z39.50
implementation options
Different implementer interpretations of
the standard
Result = User frustration
Canada
What is a Profile?
Represents
community consensus on
requirements
Identifies Z39.50 specifications to support
those requirements
Improves search & retrieval results
Aids in purchasing decisions
Provides specifications for vendors to build
Z39.50 products
Makes client configuration easier
Canada
Role of the Bath Profile
Provides
a core specification for global
interoperability of Z39.50 servers
National/regional profiles can build on
Bath for local requirements
Objective to increase predictability &
precision in searching library catalogues
when desired by the searcher
Canada
Development of the Bath
Profile
Lengthy
process to reach international
consensus
August 1999 first meeting
March 2000 Release 1.0
June 2000 Release 1.1 (Internationally Registered
Profile)
March 2003 Release 2.0
Has
Canada
been re-submitted to ISO
Features of the Bath Profile
Groups
related functions &
requirements into ‘functional areas’
Provides 3 levels of conformance
Modular, can implement all or only
specific functions
Must use all 6 use attributes for searches
Canada
Release 1.1
Three
functional areas
A: Basic bibliographic search & retrieval
2 levels of conformance, 19 searches & 6 scans
B: Bibliographic holdings search & retrieval
Not really defined
C: Cross-domain search & retrieval
Canada
2 levels of conformance, 13 searches
Release 2.0
Four
functional areas
A: Bibliographic search & retrieval
3 levels of conformance, 29 searches, 3 scans
B: Bibliographic holdings retrieval & search
2 levels of conformance, 3 ESNs for retrieval
C: Cross-domain search & retrieval
2 levels of conformance, 13 searches
D: Authority record search & retrieval in online
library catalogues
Canada
2 levels of conformance, 54 searches, 6 scans
Changes: Level 0 Bibliographic
Search & Retrieval
search – precision match for
established name heading
Author
Deleted
Author
search – keyword
Moved to level 0 from level 1
Canada
Changes: Level 1 Bibliographic
Search & Retrieval
Author
searching
Keyword moved to level 0
Precision match for established name heading with
right truncation deleted
New search for first words in field
New search for first characters in field
SCAN
Title, Subject and Any keyword scans deleted
Canada
Changes: Functional Area A
syntax specifications
Requirement
for UNIMARC dropped
but encouraged
Z-client required to support MARC21 &
SUTRS
Z-server required to support MARC21
Canada
Other changes
Decided
not to reference future work
Deleted Functional Area B Level 2
Deleted Appendix A: Use of new attribute sets in
expressing selected searches
Documents
moved to Z39.50 Maintenance
Agency
Appendix B: Diagnostics
Appendix E: Creating a search from Scan results
Functional Area
C: created ESN for the dtd for
Dublin Core Simple
GRS-1 replaced by XML in Functional Area B
Canada
Clarifications
Use
of Term and DisplayTerm
Z-clients must support Term and DisplayTerm and
display DisplayTerm if sent. If DisplayTerm is not
sent, Term must be displayed
How
terms field & subfield are used
Character sets
If a character set is not negotiated the server
should assume that the character set is ISO Latin-1
Explanation
of how conformant targets should
handle requests from non-conformant clients
Canada
New: Level 2 bibliographic
search & retrieval
10
searches
Key title search
keyword
keyword with right truncation
exact match
first words in field
first characters in field
Format/Type of material search
Canada
keyword
phrase
Language search – keyword
Date of publication range search
Possessing institution search
New: Bibliographic holdings
retrieval & search
Based
on work by NISO and DanZIG
Can conform to level 1 without conforming to
level 0
Level 1 conformance requires
Canada
XML record syntax
Holdings schema
Support of ESN B-1 and ESN B-2 or ESN C-2
Version 3 Z39.50
New: Bibliographic holdings
retrieval & search
3
Element Set Names with XML schema
definitions
B-1: BathHoldingsLocationsOnly
Intended for centralized union catalogues that only keep
title level holdings
Can include a symbol and/or name
B-2: BathHoldingsSummaryInfo
Intended for union catalogues and catalogues that only
include summary information for serials & multi-part
titles
C-2: BathHoldingsCopyInfo
Canada
Intended for virtual union catalogues & individual
catalogues with copy level information – can include
circulation information
New: Authority record
search & retrieval
Searches
in indexes containing access points
or cross references
Specifications virtually identical to bib search
but different attributes
Level 1
14 searches, 3 scans
Level
2
39 searches, 3 scans
Parallels
bibliographic search and crossdomain search specifications
Canada
Related profiles
North America
Z39.89 – 200x The U.S. National Z39.50
Profile for Library Applications
Z Texas Profile Release 2.0
Europe
CENL
ONE-2 Profile v.2 rev.5
Canada
Z39.89 – 200x - highlights
Has
been approved & is being prepared for
publication
Only Bibliographic search & retrieval at this
time but working on holdings as well
Level 0 searches the same
Level 1 includes the 15 Bath searches & adds
4 others
3 new: ISBN, ISSN & remote system number
One, language, is Bath level 2
Canada
Z39.89 – 200x - highlights
1 scan – identical
Level 2
Level
Includes 7 of the 10 Bath searches
Language is level 2 Bath & level 1 in Z39.89
Different searches for format & type of material
Canada
Z39.89 defines 2 keyword searches & provides a list of
codes to use to identify the format
Bath combines format & type of material in one search
with both keyword & phrase searches & doesn’t specify
codes
40 additional searches, including controlled
vocabulary pattern searches
Includes an appendix giving examples of profiledefined searches
Z Texas
Have
adopted Bath version 1.1
Have added detailed indexing guidelines
Are developing specifications for search
& retrieval from abstracting & indexing
systems
Canada
CENL
Propose
to discontinue development of
CENL profile
Develop European annex
Syntax: MARC21 & UNIMARC
Z39.50 version 3 to support search terms
from different attribute sets
Canada
Bath Profile Implementation
Z39.50
interoperability testbed
Test scripts
Have tested clients
Fretwell-Downing ZPORTAL
Have tested integrated library systems including
Canada
Dynix
OCLC
Inquirion, TeraText
III
TLC/CARL
Middlesex University
Interoperability – are we
there yet?
No
Canada
What do we still need?
Implementation
of the profile
Address indexing issues
Do the necessary indexes exist?
Is the attribute to MARC tag mapping the same?
Semantic
issues with the data
Initial articles
Stop-word lists
Language
Canada
& character set negotiation
Future of the Bath Profile
Short
term
ISO IRP
Modifications based on implementation
Medium
term
Holdings searching
New attribute architecture
Version 3 Z39.50
Specifications for search & retrieval of A & I
systems
Long
term
Metasearching & Z39.50
Will Z39.89 make Bath redundant?
Canada
Conclusions
Bath
release 2.0 has simplified some
specifications from release 1.1 and added
significant functionality
Progress is slower than we hoped
The
need for interoperability is not going to
go away - Just do it!
Canada