Transcript SUNCAT Briefing Session UKSG Conference March 29-31 2004 www.suncat.ac.uk UKSG, 29-31 March 2004 Background • UKNUC Feasibility Study – Serials Report: Tony Kidd, Rob Bull • SUNCAT.

SUNCAT
Briefing Session
UKSG Conference March 29-31 2004
www.suncat.ac.uk
UKSG, 29-31 March 2004
Background
• UKNUC Feasibility Study
– Serials Report: Tony Kidd, Rob Bull
• SUNCAT Scoping Study
– Information Power Ltd.
• JISC & RSLP funded
• Purpose - to develop a UK Serials Union Catalogue
• Phase 1 – February 2003-December 2004
• Partnership between the University of Edinburgh,
through EDINA, & Ex Libris
• Associate Partners - Cambridge, Glasgow, National
Library of Scotland, Oxford
UKSG, 29-31 March 2004
Online Union Catalogues in the
UK
• Arlis.net
• CAIRNS – Cooperative Academic Information
Retrieval Network for Scotland
• COPAC
• InformM25
• IPCat – Italian Periodicals Catalogue
• RIDING:Z39.50 Gateway to Yorkshire Libraries
• SALSER
• UK Japanese Union Catalogue
• UK Union Catalogue of Chinese Books
UKSG, 29-31 March 2004
Project management
• Project Director: Peter Burnhill (EDINA)
• Project Manager: Leah Halliday (EDINA)
• Aleph/Systems: Noam Kaminer & Julia Goldshtein
(Ex Libris)
• Software Engineer: Morag Macgregor (EDINA)
• Special Advisor: Slawek Rozenfeld
UKSG, 29-31 March 2004
Work Packages
– Bibliographic Work Package:
• Nathalie Schulz (EDINA)
• Natasha Aburrow-Jones (EDINA)
– User Requirements Work Package
• Liz Stevenson (Edinburgh University Library)
• Tony Kidd (Glasgow University Library)
• Zena Mulligan (EDINA)
UKSG, 29-31 March 2004
Steering Committee
• Chair: Derek Law (JCCS, University of
Strathclyde)
• Secretary: Chris Awre (JISC)
• Chris Bailey (University of Glasgow)
• Peter Burnett (University of Oxford)
• Margaret Coutts (University of Kent)
• Pat Crocker (JISC)
• Clive Field (British Library)
• Andrew Green (National Library of Wales)
• Ronald Milne (University of Oxford)
• Geoff Smith (British Library)
UKSG, 29-31 March 2004
Bibliographic Quality Advisory
Group (BQAG)
Chair: Alason Roberts (University of Edinburgh)
•
•
•
•
•
•
•
Hugh Croll (University of Edinburgh)
Tony Kidd (University of Glasgow)
Sue Miles (University of Oxford)
John Nicklen (National Library of Scotland)
Slawek Rozenfeld (Special Advisor)
Nathalie Schulz (EDINA)
Hugh Taylor (University of Cambridge)
UKSG, 29-31 March 2004
Advisory Group
• Chair: Peter Burnett (SUNCAT Steering
Committee)
•
•
•
•
•
•
Frances Boyle (JIBS User Group)
Caroline Brazier (British Library)
Alan Hopkinson (SCONUL)
Shirley Perry (CURL)
Peter Sudell (Aleph User Group)
Hazel Woodward (UKSG)
UKSG, 29-31 March 2004
User requirements
• SUNCAT: primary aims
– Location of serials, including information about
access
– Source of high quality bibliographic records for
downloading to local catalogues
• Requirement to interoperate with other resources
and services
UKSG, 29-31 March 2004
Content
• During Phase 1, the Project is working with serials
data from 22 UK research libraries to establish a
critical mass of titles , with good geographical
coverage and as wide a subject spread as possible
• ISSN Register & CONSER [Cooperative Online
Serials Programme]
• Ex Libris Aleph 500 software, already used by other
Union Catalogues, notably the California Digital
Library
UKSG, 29-31 March 2004
Contributing Libraries
• Cluster 1: Associate Partners
National Library of Scotland (115k)
University of Cambridge (206k)
University of Edinburgh (28k)
University of Oxford (182k)
• University of Glasgow (26k)
UKSG, 29-31 March 2004
Contributing Libraries
• Cluster 2
Imperial College, London (29k)
London School of Economics (43k)
Queens University, Belfast (22k)
University of Birmingham (45k)
University of Durham (20k)
University of Leeds (28k)
University of Manchester (33k)
University of Newcastle (17k)
• British Library (DSC records – 420k)
UKSG, 29-31 March 2004
Contributing Libraries
• Cluster 3
Manchester Metropolitan University (13k)
National Library of Wales (71k)
University College, London (33k)
University of Bristol (24k)
University of Nottingham (27k)
University of Southampton (25k)
University of Warwick (30k)
University of Wales, Cardiff (to be confirmed)
UKSG, 29-31 March 2004
SUNCAT Bibliographic Work
Outline
• How does SUNCAT work?
• Work to date
• Work in progress
UKSG, 29-31 March 2004
How does SUNCAT work?
Conceptual background
• Terminology
– FRBR (Functional Requirements of Bibliographic
Records)
• Identifiers
– Local control numbers
– ISSN
– SC-ID
• See “SUNCAT: a modern serials union catalogue for
the UK” by Peter Burnhill et al. Serials 17(1), March
2004.
UKSG, 29-31 March 2004
How does SUNCAT work?
General
• Centralised union catalogue
• Records stored in one large database
• Records deduplicated to view using Aleph
functionality
• Records are not permanently merged
UKSG, 29-31 March 2004
How does SUNCAT work?
Matching
1. Matching algorithm
– identification of candidate pool
– algorithm applied, with points threshold for a
match
2. Selection of preferred record for display
– different points system determines which record
is preferred
3. Composition of display record
– the preferred record has elements from nonpreferred records added for display (including
holdings)
UKSG, 29-31 March 2004
Work to date
Data loading
Data files
– CONSER
– ISSN
Contributing Library files
– conversion specifications
– normalisation of holdings
UKSG, 29-31 March 2004
Work to date
Matching testing
• Existing Aleph algorithm developed with the
California Digital Library (Melvyl)
• Table of common titles
• New release of Aleph software in May
UKSG, 29-31 March 2004
Work to date
Standards
• Work with the BQAG to develop standards
– Entry standard
– Upgrading standard
“Behind the scenes”
• Indexing
• Locations information
UKSG, 29-31 March 2004
Work in progress
Contributing Libraries Matching
results
• Most libraries will have a mix of full and brief
records
• Brief records may still match - but incorrect or
missing data may prevent a match
• Libraries will be asked to check matching, in
particular “unique” records
UKSG, 29-31 March 2004
Work in progress
Updates and deletions
• Initial contributions need to be updated, with new,
changed and deleted records
• Investigating how this will occur in Aleph
• User requirements work on frequency and method
UKSG, 29-31 March 2004
Work in progress
Upgrading
• SUNCAT as a source of high quality catalogue
records
• Poor quality preferred records and unique records
will be identified, and libraries asked to upgrade
• Upgrades to be included with updates
UKSG, 29-31 March 2004
Work in progress
Downloading
• Investigating use of Z39.50
• IPR issues
Notifications
• The ITT for SUNCAT included notification of updates
to CONSER and ISSN records
• User requirements to be specified
UKSG, 29-31 March 2004
Electronic journals
• Inclusion mandated by the ITT
• Increasing proportion of holdings are electronic
• Growing archives of back files
• Preliminary survey of current practice
• Single or separate records
• Access and holdings: subscription information
UKSG, 29-31 March 2004
Interface
• User requirements – display and functionality
• Accessibility and Usability
• Aleph 500 already deployed for other union
catalogues
• Dialogue with California Digital Library, and review
of other Union Catalogue OPACs
• User testing
UKSG, 29-31 March 2004
SUNCAT development schedule
• Phase 2 January 2005-December 2006
– Expansion of service to include data from 200+
contributing libraries
• Phase 3 2007– Steady state service
UKSG, 29-31 March 2004
SUNCAT at UKSG
EDINA stand
Monday 29 March: 5p.m.-6p.m.
Tuesday 30 March: 1p.m.-1.45p.m.
Tuesday 30 March: 3.15p.m.-3.45p.m.
Contacts
www.suncat.ac.uk
Nathalie Schulz
[email protected]
Liz Stevenson
[email protected]
UKSG, 29-31 March 2004