DEEP SEARCHApplication of Primo Deep Search between Northwestern and Vanderbilt

ELUNA 2015Michael North - Northwestern University

Dale Poulter - Vanderbilt University

What is Deep Search ?

• Not metasearch (Metalib)• Provides method to search a remote resource using API calls

and integrate results with other sources (local index, PCI)• Deep search non-Primo index

– Needs a custom third node plugin• WorldCat and EBSCO plugins are delivered

• Primo index– Use the delivered plugin– Good integration since the same basic PNX is utilized– Can work with providing site additional information is needed

Deep Search Use Case

Vanderbilt was contacted by Northwestern requesting a collaborative project whereby Northwestern would “deep search” the Vanderbilt’s TV News Archives.

Northwestern is a subscriber to the Vanderbilt TV News Archives Collection. Over a million records of TV News Archives.

Northwestern wished for a “proof of concept” to begin a series of projects that would eventually lead to enhanced searching.

What is TVNews

● Established in August 1968 at Vanderbilt● Records nightly national news and selected

additional news events● Provides streaming access to broadcasts and

abstracts to sponsors and subscribers● Currently over 1 million records available

The beginning (3 years ago)● Northwestern subscriber to TVNews since 2006● Needed better method than searching different site● Potential increase use of the service

Process -- provider side

Very straight forward● Define scope with the records to be shared● Add ip address(s) to the “WS and XS IP”

mapping tableo Hosted sites -- private ips are needed

Requester site

Now for the hard part from Michael North at Northwestern

Shout Out : THANKS ! ! !

Starting the Idea

Use Case Idea !

What if the Northwestern Medill School of Journalism said they would like a library “VIEW” with only Journalism resources from around the country “viewable” in one place for their students ???

Lets start with the Vanderbilt University TV News Archives.

Two Resources of Instructions

(1) Salesforce KCS How To Article titled : How to setup Primo to search a remote Index and/or another Primo site?

(2) Developers NetworkDeep Search

Salesforce KCS How To Article titled

https://exlibrisgroup.my.salesforce.com/articles/How_To/How-to-setup-Primo-to-search-a-remote-index-andor-another-Primo-site?caseId=5006000000ZseX0&popup=true&isCaseCreation=1

Instructions : What was missing ???

• The KB article forgot to mention that the target institution has to add the requesting server IP address to the WS & XS Mapping table to allow access.

• We had to use Private IP’s – this caused a long delay in development.

• Scope is REQUIRED (not optional) : if you do not use a specific scope in the thirdnode-config.xml stanza, you must use “scope=none.”

Procedure Used1. Target Site : add IP's to WS & XS code table (using Private IP’s)

2. Requester Site : edit "thirdnode-config.xml" file (create adaptor stanza).

3. Requester Site : set up search scope in Thirdnode-config.xml file : either specific "scope name“ or "none“

(the scope will be provided by target institution).

4. Requester Site : Add ID to "Third Node Adaptors" code table.

5. Requester Site : In views wizard, create a scope and add the thirdnode ID to this scope.

6. Add the thirdnode scope to Primo search tab (or in our case, the view).

Developers Network Info

Deep Search : This plug-in allows sites to extend Primo search capabilities beyond Primo local search, Primo Central Index (PCI),

and remote search via MetaLib.

* Configurations will be moved to Mapping Tables after the April Primo Release

Thirdnode-config.xml

Adaptor Sections :IDPrimo ServicesWarmupCacheParameters host port scope

located in /exlibris/primo/p4_1/ng/primo/home/system/search/conf

ID Class_Name Primo_Services

WarmupCache

PARAMETERS Host Port Scope

* Another delay point for me was the Scope….it is mandatory and I originally did not use the Scope .

4. Go to 'Third Node Adaptors' code table – add the relevant ID from <id> in the xml.

5. Go to Views Wizard, create a scope and add the thirdnode scope.

6. Add the thirdnode scope to relevant Primo search tab.

Testing Connectivity

• NOTE : even though TELNET appears to work, no connectivity has been made with the Vanderbilt server. This was because I was using the regular server IP address and not the private IP address.

A “gotcha”

Server Testing

Even though you do not have your Primo View or Tabs set up yet, you should be able to do this test to verify connectivity after target institution updates with private IP’s.

PNX Metadata from Vanderbilt

DRUMROLL PLEASE ………

Remember….I am not a web designer so do not laugh too loud when you see my “proof of concept” TV News Archives View !

http://nwu-primosb.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=NU_VAN_V

FACETS

DETAILS TAB

ISSUES to still be Resolved

• Firewall / IP issues for the NBC video’s that are available online.

• Linking to Vanderbilt Check-Out Page.(may use similar technique as ILL link)(demo of work by Michael Klein at NU).

http://nwu-primosb.hosted.exlibrisgroup.com/primo_library/libweb/action/search.do?vid=NULV

What does this mean ???• Sharing of electronic resources between

institutions.• Do not need to add millions of records to your

Primo DB.• Example : Africana Image CollectionsNorthwestern University has a comprehensive Africana Library Collection, which includes special Image Collections (Africana Maps, Africana Posters, Winterton Image Collection, etc).

Using Deep Search, we can enrich our “discovery” by adding image collections from other universities, and of course, this can be a reciprocal arrangement. A “win-win” for everyone, especially for library patrons.

* Add other institutions Africana Collections here !

Great idea for ELUNA 2016 Presentation ! ! !

Thank You

Michael North m-north@northwestern.edu

Dale Poulter dale.poulter@vanderbilt.edu