Wizards and Tables or how the Primo back

Wizards and Tables or how the Primo back office could work better A story by Lukas Koster Library Systems Coordinator Magic Books Wizard Library of the University of Amsterdam l. koster@uva. nl @lukask http: //www. wacky-wizards. com

wizard [ˈwɪzəd] n 1. (Spirituality, New Age, Astrology & Self-help / Alternative Belief Systems) a male witch or a man who practises or professes to practise magic or sorcery 2. a person who is outstandingly clever in some specified field; expert 3. Obsolete a wise man 4. (Electronics & Computer Science / Computer Science) Computing a computer program that guides a user through a complex task adj 1. Informal chiefly Brit superb; outstanding 2. (Spirituality, New Age, Astrology & Self-help / Alternative Belief Systems) of or relating to a wizard or wizardry [variant of wissard, from WISE 1 + -ARD] wizardly adj Collins English Dictionary – Complete and Unabridged © Harper. Collins Publishers 1991, 1994, 1998, 2000, 2003 September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 2

table [ˈteɪbəl] n 1. (Fine Arts & Visual Arts / Furniture) a flat horizontal slab or board, usually supported by one or more legs, on which objects may be placed Related adj mensal 2. (Fine Arts & Visual Arts / Furniture) a. such a slab or board on which food is served we were six at table b. (as modifier) table linen c. (in combination) a tablecloth 3. (Cookery) food as served in a particular household or restaurant a good table 4. (Fine Arts & Visual Arts / Furniture) such a piece of furniture specially designed for any of various purposes a backgammon table bird table 5. a. a company of persons assembled for a meal, game, etc. b. (as modifier) table talk 6. (Earth Sciences / Physical Geography) any flat or level area, such as a plateau 7. (Fine Arts & Visual Arts / Architecture) a rectangular panel set below or above the face of a wall 8. (Fine Arts & Visual Arts / Architecture) Architect another name for cordon [4] 9. (Clothing, Personal Arts & Crafts / Jewellery) an upper horizontal facet of a cut gem 10. (Music / Instruments) Music the sounding board of a violin, guitar, or similar stringed instrument 11. (Communication Arts / Printing, Lithography & Bookbinding) a. an arrangement of words, numbers, or signs, usually in parallel columns, to display data or relations a table of contents b. See multiplication table 12. (Historical Terms) a tablet on which laws were inscribed by the ancient Romans, the Hebrews, etc. 13. (Spirituality, New Age, Astrology & Self-help / Alternative Belief Systems) Palmistry an area of the palm's surface bounded by four lines 14. (Communication Arts / Printing, Lithography & Bookbinding) Printing a slab of smooth metal on which ink is rolled to its proper consistency 15. (Life Sciences & Allied Applications / Anatomy) a. either of the two bony plates that form the inner and outer parts of the flat bones of the cranium b. any thin flat plate, esp of bone September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 3

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Step 1 Wizard: Step 2 Step 3 (‘a computer program that guides a user through a complex task’) Guided sequential execution of necessary steps Resulting in a complex stored configuration (files, tables) September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 6

Table: Table 1 • Row 1: key=value, value • Row 2: key=value, value Table 2 • Row 1: key=value • Row 2: key=value Table 3 • Row 1: key=value, value • Row 2: key=value, value (‘an arrangement of words, numbers, or signs, usually in parallel columns, to display data or relations’) Isolated manipulation of individual configuration items September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 7

Wizards and Tables in Primo Could possibly be implemented even better September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 8

Wizards in Primo Most ‘Wizards’ are not wizards, but entry points to config pages, subtasks, tables September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 9

Initial Configuration Wizards Global wizards: good for initial setup, not for detailed maintenance tasks September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 10

A ‘real’ wizard September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 11

Tables in Primo Mapping tables • Dynamic generation of settings, values Code tables • UI Display of text, labels in multiple languages Tables: Not really relational, multiple entry of keys in different tables Primo Out-of-The-Box configuration not always consistent with principles September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 12

Example: Advanced Search and Find = basis of the system: d o o G t s a r t c u r inf September 11 -13, 2012 ure is l a t vi g n i h c r a e s r fo Wizards and Tables - IGe. LU 2012 Zürich and find ing 13

Free search September 11 -13, 2012 Controlled search Wizards and Tables - IGe. LU 2012 Zürich 14

Primo Search UI Lucene Index PNX September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 15

Primo Central Index PNX Local Aleph Index PNX Local Repo Index PNX Local SFX Index PNX Blended Search UI September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 16

Focus: Resource type in blended search September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 17

Resource type in blended search Ideally: When searching for a specific resource type, or clicking on a specific resource type facet, present all results that match the selected resource type, from Primo Central and all local indexes. http: //commons. wikimedia. org/wiki/File: Shaker_Maker_-_magic_mix_of_ideal_-_toymax_-_spin_master. jpg September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 18

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<search> <creatorcontrib>Hoffmann, . . . </creatorcontrib> <creatorcontrib>Hoffmann</creatorcontrib> <title>The wizard's pocket book</title> <subject>Card tricks</subject> <rsrctype>book</rsrctype> <language>eng</language> <creationdate>1911</creationdate> </search> September 11 -13, 2012 <display> <type>book </type> <title>The wizard's pocket book / by Professor Hoffmann</title> <creator>Hoffmann, . . . , 1839 -1919</creator> <creationdate>[1911]</creationdate> <subject>Card tricks</subject> <facets> <language>eng</language> </display><creationdate>1911</creationdate> <topic>Card tricks</topic> <prefilter>books</prefilter> <rsrctype>books</rsrctype> <creatorcontrib>Hoffmann, . . . </creatorcontrib> </facets> Wizards and Tables - IGe. LU 2012 Zürich 21

Resource type wizard? ‘Align resource type codes in advanced search controlled list, PNX search, facets and display sections of Primo Central and all local indexes’ Or perhaps a “How to” manual? NO! And NO! September 11 -13, 2012 Well…. Back Office Guide: Facets Configuring Static Facets Adding Resource Types Wizards and Tables - IGe. LU 2012 Zürich 22

Manual labour Brain labour September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 23

<search> <rsrctype>book</rsrctype> </search> <display> <type>book </type> </display> <facets> <prefilter>books</prefilter> <rsrctype>books</rsrctype> </facets> September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 24

is leading We need to know: • • List of used resource types Can records have multiple resource types? So we can: • Align local and remote resource types September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 25

“The record type is based on the Mapping table Format mean” (out of the box!): book journal article text_resource page score video audio other database website rare_book Legal_document reference_entry statistical_data_set newspaper_article dissertation government_document review conference_proceeding September 11 -13, 2012 music? ? image? map? Wizards and Tables - IGe. LU 2012 Zürich 26

“Every record in PCI can be assigned only one value of resource type (under display/type). ” However, in the facet : 1. Some types are grouped together (“book_chapter” => “book”) 2. FRBR: facets are merged September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 27

Aside: how are types decided on? David Rumsey Historical Maps (Luna Imaging): “Image” “because the provider offers images of maps rather than actual maps” September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 28

Aside: how are types decided on? After sort of enhancement request: “The resource type for the David Rumsey Historical Maps was changed to map” September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 29

Display /exlibris/primo/p 4_1/…/images • icon_book. png • icon_article. png • … Code Table Icon codes <display> <type>book </type> </display> September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 30

Display Normalisation Rule Set PNX Local Aleph Local Index Repo Local Index SFX Index Mapping Table PNX September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 31

Display September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 32

Search <search> <rsrctype>book</rsrctype> </search> <facets> <prefilter>books</prefilter> <rsrctype>books</rsrctype> </facets> September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 33

Search <facets> <prefilter>books</prefilter> <rsrctype>books</rsrctype> </facets> September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 34

Search Normalisation Rule Set Local Aleph Local Index Repo Local Index SFX Index Mapping Table Pre-Filter PNX PNX September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 35

Search September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 36

Search Enabled values [View Wizard] Advanced Search Tile Material Type Automatic (enabled values) Mapping Table facet_pfilter_values Must be equal Sync button Display labels September 11 -13, 2012 Code Table Advanced Media Type Wizards and Tables - IGe. LU 2012 Zürich PNX <facets> <prefilter> 37

Search September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 38

Search September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 39

Search September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 40

Search September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 41

Facets <facets> <prefilter>books</prefilter> <rsrctype>books</rsrctype> </facets> September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 42

Facets Normalisation Rule Set Local Aleph Local Index Repo Local Index SFX Index Mapping Table format-mean PNX PNX September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 43

Facets September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 44

Facets Sync button Mapping Table facet_rtype_values Code Table Facet Resource Type Must be equal Display labels PNX <facets> <rsctype> September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 45

In General Mapping Table Code Table Deploy Normalisation Rule Set September 11 -13, 2012 Run Update Pipes Wizards and Tables - IGe. LU 2012 Zürich 46

Strange example Audio visual material <display> <type>video </type> </display> <facets> <prefilter>audio_video</prefilter> <rsrctype>media</rsrctype> </facets> September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich <type>audio</type> 47

Summarising http: //knowyourmeme. com/memes/one-does-not-simply-walk-into-mordor Obscure Unclear Error prone September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 48

Alternative! • Use one code per type • Use one Mapping Table for Resource Type • Use one Code Table for Resource Type September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 49

Resource Types ID Description Enabled Resource Types Mapping Source. Code ID Languages Code Description Resource Type Display [ID] Singular Plural [Language Code] PNX <display> <type>[ID]</type> </display> <facets> <prefilter>[ID]</prefilter> <rsrctype>[ID]</rscrtype> </facets> September 11 -13, 2012 UI [language code] Wizards and Tables - IGe. LU 2012 Zürich 50

Languages eng – English dut – Dutch fre – French Resource Types 001 – book 002 – article 003 - audio September 11 -13, 2012 Resource Type Display 001 – eng – Books 001 – dut – Boeken 001 – fre – Livres 002 – eng – Articles 002 – dut – Artikelen 002 – fre – Articles 003 – eng – Audio material 003 – dut – Audio 003 – fre Wizards and Tables - IGe. LU 2012 Zürich 51

Resource type wizard! 1 Present all fixed PCI types Resource Types ID Description Enabled 2 Add more local types? Resource Types Mapping Source. Code ID September 11 -13, 2012 3 Map all source types to one type Resource Type Display [ID] Singular Plural [Language Code] 4 Add/update display labels per enabled language PNX <display> <type>[ID]</type> </display> <facets> <prefilter>[ID]</pr efilter> <rsrctype>[ID]</rsc rtype> </facets> Wizards and Tables - IGe. LU 2012 Zürich 5 Alakazam! Make it so UI Advanced Search Media Type 52

Next: task based wizards? ! Add resource type Add link Add search scope (to tab) ! Add menu option s d r a z i w Etc. n w o r u o y d d A September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 53

Linked Data Solution Resource Types ID Description Enabled Use external Type Vocabulary RDA Carrier Type, Content Type, Media Type http: //www. rda-jsc. org/rdatypespublish. html DCMI Type Vocabulary http: //dublincore. org/documents/dcmi-type-vocabulary/ http: //www. w 3. org/2005/Incubator/lld/wiki/Vocabulary_and_Dataset#DCMI_Type_Vocabulary September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 54

RDA Carrier, Content, Media Type September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 55

DCMI Type Vocabulary • • • Collection - http: //purl. org/dc/dcmitype/Collection Dataset Event Image Interactive. Resource Moving. Image Physical. Object Service Software Sound Still. Image Text September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 56

September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 57 http: //www. flickr. com/photos/sartak/3927630759/

Evil power disappears Demons worry when the wizard is near He turns tears into joy Everyone's happy when the wizard walks by Never talking Just keeps walking Spreading his magic September 11 -13, 2012 Wizards and Tables - IGe. LU 2012 Zürich 58