[OPEN-ILS-DEV] Alexander Street Press is sponsoring enhancements to Evergreen

[Suzannah]

Alexander Street Press <cid:part1.03080106.09080409 at esilibrary.com>, 
publisher of award-winning online collections and videos for scholarly 
research, teaching and learning, has partnered with Equinox Software 
<cid:part2.01080304.03090104 at esilibrary.com> to sponsor the following 
enhancements in Evergreen Open Source ILS 
<cid:part3.06050506.09000705 at esilibrary.com>.  There are two parts to 
this development project:  1)  new functionality related to the export 
of bibliographic records and 2)  new functionality related to the 
overlay of existing records via Z39.50.

1)  New functionality related to the export of bibliographic records:

For the first part, new functionality related to the export of 
bibliographic records, this development has two sub-parts:  1) 
development of record-temporal bibliographic search enhancements and 2)  
MARC21 feed output.
You may be asking yourself right now, "And just what are record-temporal 
bibliographic search enhancements?"  Good question. So, currently in 
Evergreen one can sort bibliographic records by creation and edit date, 
but temporal search is not possible on any field other than the MARC 
Date1 and Date2 fields.  In order to support time-sensitive record 
discovery, enhancements to QueryParser are needed.  (QueryParser is a 
powerful infrastructure for building search dialects.)  The QueryParser 
enhancements will include new filter options to support filtering on 
create and edit dates and a new modifier will be defined to allow the 
search of deleted records, instead of live and active records.  The 
QueryParser enhancements will not affect the underlying database structure.

Regarding the second part, MARC21 feed output, Evergreen currently 
supports a wide variety of plain text, JSON and XML feed formats, all 
available via the OpenSearch interface.  Evergreen also supports the 
export of records as MARC21 through Vandelay and other interfaces.  
However, there is no way to retrieve search results as a MARC21 record 
set.  This development will rectify that by creating a feed output 
module to convert search results to MARC21.

2)  New functionality related to the overlay of existing records via 
Z39.50:

The development of new functionality related to the overlay of existing 
records via Z39.50 is also comprised of 2 sub-parts:  1) federated 
Z39.50 search from record set and 2)  federated Z39.50 match and overlay.
For the first part, federated Z39.50 search from record set, to locate 
bibliographic records that are of a higher quality than existing catalog 
records, Evergreen currently supports manual searching of remote Z39.50 
servers.  Though any search may span multiple Z39 servers, only one 
search may be performed at a time. Any records found via a Z39 search 
then must be manually imported into the catalog or overlayed over an 
existing catalog record at the discretion of the staff.  All aspects of 
locating and importing records via Z39 require staff intervention to 
complete.  This development includes several enhancements to improve and 
automate the process of locating bibliographic records via Z39 that 
match existing catalog records.  Specifically, each staff-accessible 
record bucket interface (bucket, bookbags) will get a new action called 
"Locate Remote Matches via Z39.50".  When clicked, the user will be 
presented with a dialog which contains several choices, including which 
Z39 servers to include in the search and which match points to use (the 
union of all configured match point for all selected Z servers).  When 
the search is submitted, a series of parallel Z39 searches is fired 
off.  The user will be able to see the progress of the search as it 
proceeds.

For the second part of the development, federated Z39.50 match and 
overlay, when the Federated Z39.50 search from record set process 
completes, an interface showing the newly created Vandelay queue is 
opened in a new staff client tab instead of showing the existing Z39.50 
result list.  In the Vandelay queue interface, records are grouped by 
which existing record they match against and will overlay.  From here, 
the user can perform all of the standard pre-record and batch overlay 
actions.  Before any overlay occurs, the user may wish to perform 
updates on the queued records.  Manual updates are already supported.  
To support automated updates, there will be development to provide a 
Vandelay queue export action which exports a Vandelay queue as a MARC21 
(.mrc) file.  The user can then update the file via some external 
mechanism and re-load the records into Vandelay for final merging.  This 
approach would require the addition of a match-bucket selector in the 
upload interface, to ensure the re-imported records only match against 
the original source records.

It is anticipated that the coding for this project will be completed by 
the end of March 2013 and submitted to launchpad 
<cid:part4.09010502.03050509 at esilibrary.com> for Evergreen Community 
review and approval.  Once the code has been reviewed and approved, it 
will be eligible for inclusion in the next major release of Evergreen.  
Thank you to Alexander Street Press for sponsoring this development.


-- 
Suzannah Lipscomb
Project Manager
Equinox Software, Inc.
877. OPEN. ILS (877. 673. 6457)
Direct:  770-709-5590

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