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CAIRNS Final Report,Section Topic Page,Contents 2,0 Overview and executive Summary 3. 1 Activities and Progress 7, 2 Summary of lessons learned incorporating learning from the process 15. of implementation,3 Final evaluation results 20,4 Future development 24. 5 Project finances 27,Appendices,A Report of the External Evaluators 29. B CAIRNS Exit Strategy 53, C Report on progress subsequent to 2000 Annual Report 60. D CAIRNS Cataloguing and Indexing recommendations 62. E Dissemination of Project Outcomes 69, F Technical evaluation of the interoperability available 73. G Napier Case Study Using CAIRNS in a Re classification Project 83. H User and other documentation produced by CAIRNS 85. I Glossary of acronyms 87,0 Overview and Executive Summary. The name CAIRNS is used to refer to two related things. An embryonic Scottish national networked information service or Scottish Portal that continues to. develop and offers the potential of integrated access to all publicly available research materials. learning and teaching resources and public information services in Scotland whether digital or. non digital it includes SLAINTE1 and will add NGfL Scotland2 BUBL3 Glasgow Digital. Library4 in early 2001 while work with SCRAN5 continues This is receiving ongoing support. within the SCONE project6 until December 2001 and then by the CDLR until 2004. The eLib funded and SCURL7 backed research project which created the service and ended in. December 2000 having not only met all of its major objectives but also won support in Scotland. as the possible hub of a future cross sectoral and cross domain national networked information. This document is the final report of CAIRNS the research project It. Charts the development of the project itself and of the embryonic service. Describes problems encountered during the project and lessons learned that are likely to be of. value to other groups aiming to set up similar services. Provides details of the project evaluation programme and its results. Maps out future needs in respect of funding for additional research development and maintenance. work and why this work would be of value to Scottish citizens and organisations aiming to compete. successfully in the Information Age, Indicates the extent to which growth of the service is possible in the absence of additional funding. and where additional funding is needed,Provides information on project finances. Encompasses essential background information such as the Cataloguing Standards and. Interoperability reports,0 1 Activities and progress. The CAIRNS project ended on December 31st 2000 having met all of its major aims and most of its. more peripheral aims It also spawned three related funded research projects SCONE SEED8 and. HILT9 and at least one important related initiative CoSMiC10 that between them will help improve. service within the clump11 in ways that are beyond the scope of the project and will contribute to the. aim of building a national networked information service for Scotland Full details on CAIRNS. activities and progress may be found in the report itself which includes in particular an initial section. covering all project deliverables and related objectives in logical order together with associated. outcomes The following table summarises the key achievements of the CAIRNS Project. See http www slainte org uk, National Grid for Learning Scotland See http www ngflscotland gov uk. See http bubl ac uk,See http gdl cdlr strath ac uk. Scottish Cultural Resources Access Network See http www scran ac uk. Http scone cdlr strath ac uk, Scottish Confederation of University and Research Libraries See http scurl ac uk. Http seed cdlr strath ac uk, High Level Thesaurus See http hilt cdlr strath ac uk. Confederation of Scottish Mini Clumps See http scone strath ac uk dissemination events html. Roughly speaking a clump is a group of distributed catalogues made cross searchable via the Z39 50. standard and other means of ensuring interoperability between the catalogues. Project deliverable or objective Outcome, Creation of a geographically distributed but centrally Working system in place with the 20 servers at. co ordinated cross searchable virtual union catalogue 13 sites using 4 suppliers of 5 packages. for Scottish HE based on the international Z39 50 available in the event 3 other servers expected. standard potentially encompassing 25 servers at 16 early 2001 Glasgow Digital Library BUBL. sites utilising systems from 7 different suppliers NGfL Scotland 3 others including public. libraries expected, Integration of service with all subjects database of Database successfully integrated and working. Conspectus based collection strengths to enable the dynamic clumper service in place. dynamic generation of smaller groups of cross,searchable catalogues appropriate to particular. subject interests or geographical areas, Investigation of local client based local server Explored Main member interest server based. based and central server based service access routes Dynamic clumper needs central server. Explore cross sectoral issues with public libraries Explored in various ways see full report. Explore cross domain issues Explored with SCRAN epixtech Elias. Ensure service extendible beyond initial Ensured Promoted through CoSMiC. membership, Maximise level of interoperability possible across the Ensured includes broadcast searches with. member sites of the distributed catalogue variable attributes and circulation data. Improving user access to information regardless of Improved access through cross searchable one. location adding value to current systems stop shop service and single interface. Exploit SCURL s current organisational structure and Current structure helped manage project and. associated inter institutional agreements get agreement on design cataloguing standards. distributed serials projected service access,agreements update and so on. Work with users to ensure that CAIRNS Achieved through building results of user. interoperability is achieved within the context of an evaluations into development plans. effective and efficient service to users, Progress various peripheral issues as time allows ILL awareness day held and ILL librarians. Inter Library Loans Authorisation and asked to evaluate distributed serials pilot. authentication distributed serials surrogate Explain planned post project minimal progress on. Service current contents to serials service remaining three issues see main report. Test results and analyses Done See main report, Establishing requirements for future development Done See main report. Providing a model for other similar distributed Model system in place also work with. services based on Z39 50 including guidelines to CoSMiC papers presentations guidelines in. consider when setting up similar systems this report and in planned future work. From CAIRNS experience make recommendations Recommendations made and accepted on. to SCURL on any adjustments to SCURL functions CAIRNS future cataloguing standards. and inter institutional co operative processes distributed serials and other issues. Contribute to the draft UK interoperability profile Contributions made on several occasions. Propose metadata scheme for the description of Made contributions to RSLP UKOLN schema. targets and collections discussions implemented schema via SCONE. Provide appropriate user and system documentation Done where appropriate Some via online help. See report for more details, Annual reports and final report to eLib as specified Completed with the sending of this report. 0 2 Summary of lessons learned, Project staff and participants learned a great deal about building and managing a distributed service of. this kind A full account of these is provided in the body of the report and will be of value to others. setting up similar services elsewhere whether it be regional organisations of other groupings in. Scotland wishing to run mini clumps or others wishing to set up clumps similar to CAIRNS in regions. of the UK or indeed in areas beyond the UK Particularly significant lessons learned include. Members of a clump need to remember to Think globally before acting locally and to be. encouraged and trained to do so by the organisation responsible for the clump. Agreed cataloguing and indexing standards and associated training and monitoring are essential to. full interoperability although a useful functioning system can given the right conditions be put in. place despite problems in these key areas Agreed cataloguing and indexing standards must be the. long term aim however, It is possible and in the absence of significant resources for support and development probably. wise to build a working system based on off the shelf products Specially developed software. can give additional flexibility but it makes the system difficult to maintain and development of it. difficult to sustain unless significant resources are available to offer salaries and contracts that will. enable the service to attract and hold on to the necessary programming expertise. As expected integration of the distributed catalogue service with a collection description database. proves to be the most flexible approach to creating sub groups of catalogues for cross searching for. particular purposes e g searching for a particular subject strength location in a particular region. or on the basis of comparing other user criteria with the collection descriptions data e g user. wants electronic as opposed to hard copy materials In the context of the SCONE project it is also. viewed as important to co ordinate collaborative collection development efforts via the same. database thus linking collection management with user navigation in the distributed service. Even within companies selling products based on Z39 50 there is a dearth of information available. about the standard how individual aspects of it affect interoperability and even how it is. implemented within the company s software Establishing and maintaining good communications. with the right staff in such companies is a must as is mutual support and information and training. sharing within the clump itself, Human interaction between clump members at a number of levels is as essential to interoperability. as things like Z39 50 itself and cataloguing standards This in turn will only work efficiently if the. group is relatively small In CAIRNS this is seen as implying the need to work both with bodies. serving particular sectors regions and other groupings such as SCURL ALF12 and particular. domains such as the Scottish Library and Information Council SLIC 13 or SMC or SCA but also. an organisation like CoSMiC that will enable inter sectoral inter domain and other levels of co. ordination to take place, Firewalls are a problem in respect of Public Library Z servers. Many of these have implications for the enterprises such as the DNER and also for individual. organisations either in or aiming to join a clump like CAIRNS The full report contains additional. information on these and other similar implications. 0 3 Final evaluation results, Formative informing ongoing development and decision making in the project as well as summative. providing evidence of effects and longer term impacts evaluation of the project was carried out and. the full report of the project evaluators14 is included as Appendix A Although it included a number of. qualifications and recommendations which will be noted and acted on as CAIRNS is taken forward. under SCONE and the Centre for Digital Library Research CDLR 15 its main conclusion was positive. The CAIRNS Project made important progress towards establishing a comprehensive. union catalogue for Scottish HE The Project demonstrated the feasibility of this. ambition in organisational and technical terms Where the Project encountered. technical or other difficulties these were identified quickly and appropriate. recommendations were made The Project adopted a mature and intelligent approach to. its objectives abandoning some goals that were found inappropriate and exceeding. expectations in other areas Key objectives were met It is important that this work is. carried forward towards implementation of a robust and comprehensive service. Ayrshire Libraries Forum See http www slainte org uk alf alfohome htm. http www slainte org uk Slic slichome htm, Dr F Henderson A McLean Robert Clark Centre for Technological Education Glasgow University. See http cdlr strath ac uk,0 4 Future development, The CAIRNS Project Business Plan or exit strategy was discussed at the SCURL meeting of the 22nd. June 2000 In summary it proposed, Continuation of the basic service under SCONE then the CDLR until at least 2004. SCURL support for applications for project funding to support further developments16 aimed at. creating a cross sectoral and cross domain national networked information service17 for Scotland. based on CAIRNS and SCONE, The meeting unanimously agreed with the central proposal that CAIRNS should continue and that it. should develop in a Scotland wide as opposed to just HE context A small group with CAIRNS. representation was set up to outline the SCURL s own HE vision within this context and to enter into. discussion with other appropriate Scottish bodies such as SLIC to take the developmental aspect of the. plan forward The full Business Plan is included as Appendix B SCURL has also agreed that both the. CAIRNS Liaison Group and the CIGS18 coordinated CAIRNS Cataloguing Issues Working Group. should continue to meet to assist in the ongoing development and maintenance of CAIRNS and. CAIRNS related standards,End of Main Report Section 0 Executive Summary. Much work is required if the embryonic service is to develop into the envisaged portal to a Scottish. Networked Information Service that is cross sectoral and cross domain Some of this will be done. within the SCONE SEED and HILT projects indirectly in the case of SEED and HILT but a great. deal of further work and the associated funding that is a pre requisite is needed beyond this This. work is sketched out in the CAIRNS Exit Strategy see Appendix B Also a particular non. development problem that needs attention relates to an apparent limit on the number of simultaneous. users which appears to be set at 5 in this system Since the software is in use in big libraries for user. access to the library catalogue this is assumed to be fixable It is only a problem when class use is. envisaged the limit has never been hit in normal everyday use. Original reference to a National Electronic Library changed to cover cross domain ambitions. Cataloguing and Indexing Group in Scotland See http www slainte org uk cigs cigshome htm. 1 Activities and Progress, Note The report on progress for the period following that covered in the Annual Report for. the year 2000 is included as Appendix C the section below covers achievements overall. 1 1 CAIRNS Bid Deliverables and Objectives, The CAIRNS bid see http bubl ac uk org scurl docs cairns1 htm specified a set of deliverables. A working system comprising the elements outlined elsewhere in the bid. A user adaptive system as outlined elsewhere in the bid. A dynamic clumping service based on a development of the RCO19 service. Progress on ILL authorisation and authentication services a distributed serials service a current. contents to serials service and an Explain Service. Test results and analyses, Contributions to the draft UK interoperability profile. Proposal for a metadata scheme for the description of targets and collections. Installation documentation, System operation documentation for local systems and the clumper. User documentation, Regular reports to eLib at intervals specified by eLib. Final report,It also specified an associated set of objectives. Work with the various sites and associated suppliers to achieve the highest level of interoperability. possible between the various SCURL servers operating both on the total clump and the various. sub clumps, Work with users to ensure that this interoperability is achieved within the context of an effective. and efficient service to users, Develop a dynamic clumping service based on a development of the SCURL conspectus based. Research Collections Online service, Investigate and compare various clumping models local client based local server based central. server based including their interaction with the dynamic clumping service Note some suppliers. in the bid already have functionality in their origins that will facilitate clumping. Compare the level of interoperability achieved within SCURL with the draft UK interoperability. profile and propose amendments if required, Contribute to Information Strategy deliberations in SCURL institutions through liaison with the. CATRIONA II project, The original Research Collections Online Service showed users who searched or browsed the. Conspectus subject headings on the web site which libraries were strong in which subjects Users then. had to search each individual catalogue separately The dynamic clumper was to extend this to allow. cross searches of sub clumps of services strong in a particular area using Z39 50 to offer this through a. common user interface and to provide extended help information. Define and if possible develop an enhanced system for inter exchange of metadata describing. targets for example a surrogate Explain Service, Make recommendations to suppliers regarding developments to enhance the interoperability and. clumps related functionality of their Z39 50 products. Begin to investigate other elements of interest including Inter Library Loans access control and a. distributed SCURL serials catalogue, Compile a set of guidelines and questions to consider to aid others intending to form similar clumps. in the future, Make recommendations to SCURL as regards any adjustments to SCURL functions and inter. institutional co operative processes suggested as a result of experience gained from the project. The table below lists all of these deliverables and objectives in logical juxtaposition and reports on. progress in each showing we believe that CAIRNS met all of its major aims and most of its more. peripheral aims,1 2 Deliverables Objectives and Project Outcomes. 1 A working system comprising the various elements outlined in the bid. Deliverable Set up a SCURL clump comprising 25 servers at 16 Scottish sites 13 Universities NLS. QMC ED Public incorporating software from a range of suppliers Geac Ameritech. VTLS MDIS SP Ovid III and offering a comprehensive union catalogue for Scottish. HE without the cost and effort of setting up and maintaining a central database. Outcome The CAIRNS clump now includes all of the Scottish University sites that it had been. planned to include within the CAIRNS clump within the timescale of the CAIRNS. Project It had been anticipated that Saint Andrews Heriot Watt and Paisley University. Library would have observer status within the project and would not provide a Z target. The inclusion of Saint Andrews and Heriot Watt as CAIRNS targets is an achievement. beyond the scope of the project proposal Paisley will also become a CAIRNS target. when technical problems at the supplier end are overcome Heriot Watt has been. integrated into the clump but has asked to be removed pending a system upgrade It was. originally anticipated that the CAIRNS clump would consist of 25 servers at 16 Scottish. sites This high number was arrived at because a number of sites had two Z servers one. for the library system and one for another database However during the project a. number of these databases for example OVID and Silverplatter have fallen into disuse. at a number of CAIRNS sites and so a number of the original Z servers are no longer. available to CAIRNS There is however a working system in place with the 20 servers. at 13 sites using 4 suppliers of 5 packages available in the event 3 other servers expected. early 2001 Glasgow Digital Library BUBL both added in January 2001 NGfL. Scotland expected later in the year The CATRIONA II database was to be included. but was superseded by the Strathclyde University Digital Information Office database. and timescales were such that this won t be included in CAIRNS for a few months yet. East Dunbartonshire Public Library have had their Z server for sometime but it is not. accessible and so far attempts to change this situation have failed A replacement public. library system was found to allow the project to retain the public library element but. access has so far been impossible because we believe the site is behind a firewall. Note Over the lifetime of the project the number of targets available has fluctuated. greatly due to factor such as system upgrades This fact is reflected in various project. reports where the list of targets is not always the same list although the basic core is. always the same, Deliverable Ensure that it is configurable as a number of more specialised fixed and or dynamically. generated sub clumps geographical material type electronic resources on BUBL. Z39 50 CATRIONA II SLAINTE subject based based on RCO distributed. Outcome Both dynamically generated and fixed mini clumps are in place The original RCO. collections database has been successfully integrated into the service and a working. dynamic clumping service as described below is in place. Deliverable Investigate all of the following as access routes to the service. local client based GEOPAC WINPAC, local server based GEOWEB III WEBPAC Ameritech WEBPAC. central server based EUROPAGATE GEOWEB, Outcome In software terms all three routes were investigated but the focus has mainly been on. central gateway software because the dynamic clumper currently needs to be based on a. single central database and project resources did not permit the development of interfaces. between this and local server based clients although this has not been ruled out as a. possible future development CAIRNS has investigated a number of server based Z. client packages during its lifetime GEOWEB Europagate ZAP Innopac epixtech and. LibriVision Innopac is a local server based client at Glasgow University and epixtech. was originally a local server based client at Strathclyde that was subsequently used as the. central gateway Europagate was used as the central gateway prior to epixtech and. GEOWEB was the first central gateway ZAP and LibriVision have been of interest. because of their ability to handle both MARC and GRS 1 records and therefore to. potentially incorporate the SCRAN service and now ZETOC into the clump Local. client based approaches have not been of great interest to the clump participants in the. event but work has been done using EndNote Reference Manager Z Navigator and. Deliverable Address cross sectoral issues by including of East Dunbartonshire Public strong local. history collection in the clump and inviting the major Glasgow Mitchell and Edinburgh. public libraries members of SCURL to take up observer status within CAIRNS. Outcome All three included but so far none has an accessible Z server However discussions are in. hand with two public libraries that do have Z servers and cross sectoral issues are being. addressed in a number of different ways The problem with Public Library servers and. firewalls is described briefly elsewhere,Deliverable Address cross domain issues. Outcome Work has been ongoing with SCRAN and suppliers of packages that will either handle. GRS 1 records at some level or offer the possibility of such an extension This has. involved ZAP LibriVision and more recently epixtech. Deliverable Ensure the clump is extendable beyond initial membership. Outcome The Glasgow Digital Library database and St Andrews University were beyond the initial. membership and have now been added More notably work is ongoing to include. SCRAN NGfL Scotland and in time the various members of the various regional and. other organisations represented within the CAIRNS inspired CoSMiC Adding a service. to the clump is a relatively simple matter provided that the service meet certain basic. criteria see Appendix H,Deliverable Associated Objective. Work with the various sites and associated suppliers to achieve the highest level of. interoperability possible between the various SCURL servers operating both on the. total clump and the various sub clumps, Outcome This has been ongoing activity over the whole period of the project although it is only. evidenced by the overall running of the service We are successfully cross searching 20. servers from five different software packages Innopac Endeavor epixtech Horizon and. Dynix Sirsi at both clump and sub clump level We are able to optimise cross. compatible retrieval by sending different attribute sets to different services for the same. search We can successfully display accurate holdings and circulation information for all. epixtech sites the majority of CAIRNS sites and have successfully returned circulation. information from other suppliers sites not in the current interface at the moment but. expected to be returned in future All of this has involved significant levels of working. with both sites and their suppliers over the duration of the project Technically we can do. more to improve the level of interoperability but lack of project resources staff time and. administrative factors members and vendors can t supply necessary information limit. our current ability to do this However the service is demonstrably consistently. returning good and useful results to users,Deliverable Associated Objective. Investigate and compare various clumping models local client based local server. based central server based dynamic clumping service interacting with all three. Outcome There has been no real interest in CAIRNS in local client based interfaces except as. special purpose tools e g Endnote Reference Manager and no significant work has. been done on this front although Glasgow University did a work for their own users on. Endnote and Reference Manager The main work has focused on web server based. clients and a lot of work has been done on using a number of these for basic cross. searching see above To date the more specialised dynamic clumping work has only. been done with the epixtech software previously used as a local server based client but. now used as the central gateway No work has been done as yet on interfacing other local. server based packages with the dynamic clumper This should be possible however and. will be investigated further post project with any CAIRNS members interested in doing. 2 A user adaptive system as outlined elsewhere in this bid. Deliverable Improving the extent to which users are able to search for and retrieve appropriate. information on available resources regardless of their location. Outcome The system allows libraries to be cross searched in ways not previously possible and to. do so via a common user interface It provides extensive online help information and is. integrated with a database describing Scottish collections The integration of access to. this database with CAIRNS via the dynamic clumping mechanism also facilitates user. navigation and information landscape compilation, Deliverable Provide an added value service to the HE community both within Scotland and across the. Outcome This has been provided Value has been added in the ways described above Also for. users outside Scotland the provision of a single entry point to a significant range of. Scottish services is an additional added value service. Deliverable Exploiting SCURL s current organisational structure and associated inter institutional. agreements, Outcome SCURL s current structure helped manage the project through involvement from both the. SCURL IT Group SCURL Collections and Services Group and SCURL itself This. structure was crucial in obtaining agreement on interface design cataloguing standards. distributed serials projected service an access agreements update and the CAIRNS exit. Deliverable Associated Objective, Work with users to ensure that CAIRNS interoperability is achieved within the context of. an effective and efficient service to users, Outcome This was done by involving users of various kinds in three interface evaluations and. building the results into technical development plans See Section 3 on Evaluation for. further details It is demonstrated in the working embryonic service and in the largely. positive reaction from users to the new service,Deliverable Associated Objective. Develop a dynamic clumping service to provide a mechanism to alter user screens. according to user inputs, Outcome Successfully achieved see 3 below next item. 3 A dynamic clumping service based on a development of the RCO service. Deliverable Associated Objective, Develop a dynamic clumping service based on a development of the SCURL conspectus. based Research Collections Online service, Outcome This has been successfully developed and can be seen working It currently enables. subject strength based and geographical sub clumps to be generated dynamically i e not. pre fixed by mapping user input or subject menu choices with the collections database. and has the capability of being extended beyond the current functionality in various ways. through improved data content user profile based landscapes dynamically clumped. gateways for cross sectoral regional organisations like ALF and the Glasgow Digital. Library material type clumps e g electronic services only and so on. 4 Progress on various subsidiary issues as time allows. Deliverable Inter Library Loans issues, Outcome An awareness day was held for ILL librarians and discussions took place on ILL. potential of CAIRNS CAIRNS is known to be used by ILL librarians who were involved. in the evaluations The GAELS project used CAIRNS as the basis of its Glasgow. Strathclyde document delivery service, Deliverable Authorisation and authentication services. Outcome These issues were only discussed in the context of CAIRNS in that they never became an. issue mainly because the local Z39 50 CD servers we intended using to address them in. a practical way were phased out by the member institutions before the tests could be. started However the discussions have continued and may lead to experimental work. with library suppliers software packages in the future particularly if funding can be. found to expand this aspect of the service,Deliverable A distributed serials service. Outcome Some initial work was carried out and it will be possible to set up a pilot soon SCURL. has agreed that sites will build serials only indices at system replacement time so that a. fully distributed serials service will be possible at some future stage. Deliverable A current contents to serials service, Outcome It was not possible to investigate this due to lack of priority and project time. Deliverable A surrogate Explain Service, Outcome CAIRNS abandoned the development of a CAIRNS surrogate Explain Service in favour. of the provision of the equivalent information about the CAIRNS targets through other. means For example by registering the CAIRNS sites on the UKOLN Directory of. Z39 50 targets in the UK20 and by providing information in the CAIRNS help pages. Another reason why CAIRNS has not put further resources into the development of a. surrogate Explain Service is because it was considered to be unlikely that any vendors. would implement the origin support for Explain in the foreseeable future and that. therefore users would be unable to access this information The major achievement in this. area is the much enhanced collections database at the heart of the dynamic clumper This. provides some of the information that a surrogate Explain Service would supply. Deliverable Associated Objective, Begin to investigate other elements of interest including Inter Library Loans access. control and a distributed SCURL serials catalogue,Outcome See above. Deliverable Associated Objective, Define and if possible develop an enhanced system for inter exchange of metadata. describing targets for example a surrogate Explain Service. Outcome See above,5 Test results and analyses, Deliverable Testing the feasibility of integrating the various services in the clump to form a functional. and user adaptive whole, Outcome The embryonic CAIRNS service shows that this has been done and the various pieces of. online information describe the level of the achievement More progress could be made. with more resources, Deliverable Testing and extending the limits of interoperability. Outcome A significant amount has been achieved in this respect and interoperability levels have. been maximised to the extent possible given resource levels within the project and other. factors such as the difficulty in obtaining hard information from suppliers A full report. on interoperability within the clump and on the phased approach taken within CAIRNS to. the ongoing attempt to move towards full interoperability is provide in Appendix F. Deliverable Establishing requirements for future development of the initial service. Outcome This has been done in various ways partly through the SCONE SEED and HILT. projects partly through the CAIRNS Exit Strategy partly by other means See Section 4. of this report for details, Deliverable Providing a model for other clumps elsewhere. UKOLN directory of Z39 50 targets in the UK See http www ukoln ac uk dlis zdir. Outcome A model working clump and dynamic clumper has been set up demonstrated and written. about It will continue to be maintained until at least 2004 and articles and presentations. will continue to describe and demonstrate it The CDLR will continue to offer advice. where it is sought to help other regional clumps set up Moreover CAIRNS has helped. start CoSMiC which amongst other things will offer Scottish regional sectoral and. domain specific organisations advice support and facilities to help build intersecting. networks of Scottish regional sectoral and domain specific mini clumps. Deliverable Associated Objectives, Compile a set of guidelines and questions to consider to aid others intending to form. similar clumps in the future, Outcome Included in various parts of this report see section 2 and appendices D F G and H. Also the CDLR continues to offer advice and give information of this kind to. organisations via articles leaflets and presentations A single set of guidelines. encompassing all aspects in one document has not yet been compiled but is being. considered as a possible early CoSMiC initiative,Deliverable Associated Objective. Make recommendations to SCURL as regards any adjustments to SCURL functions. and inter institutional co operative processes suggested as a result of experience. gained from the project, Outcome Particular successes in this area have been. Agreement to build serials only indices at system replacement. Cataloguing standards group set up,Inter access agreements improved and updated. Business plan agreed, Approval of CAIRNS recommendations on cataloguing and indexing standards. Continuation of CAIRNS Cataloguing Issues Working Group to continue to support. CAIRNS the service, Continuation of CAIRNS Liaison Group to continue to support CAIRNS the. SCURL agreement to join CoSMiC, 6 Contributions to the draft UK interoperability profile. Deliverable Associated Objectives, Compare the level of interoperability achieved within SCURL with the draft UK. interoperability profile and propose amendments if required. Make recommendations to suppliers regarding developments to enhance the. interoperability and clumps related functionality of their Z39 50 products. Outcome CAIRNS has made a study of interoperability levels within the clump Further details can. be found in Appendices E Cataloguing and indexing guidelines and F interoperability. report In the process the project has made contribution both to the original UK. Interoperability profile and to the Bath profile Recommendations to suppliers have been. made throughout the project, 7 Proposal for a metadata scheme for the description of targets and collections. Deliverable Proposal for a metadata scheme for the description of targets and collections. Outcome CAIRNS and SCONE made numerous contributions to the RSLP UKOLN collection. level description schema21 In addition SCONE has implemented the collections level. description schema for operation within the CAIRNS service when it is taken over by. SCONE in January 2001,8 Installation documentation. Deliverable Installation documentation, Outcome This deliverable is no longer appropriate because CAIRNS epixtech gateway is. developed from an off the shelf software package and the vendor provides installation. documentation Support documentation is provided for maintaining the DreamWeaver. and ColdFusion templates and Access database which drive the dynamic clumper. Advice will be given to other clumps on request, RSLP collection description project See http www ukoln ac uk metadata rslp. 9 System operation documentation for local systems and the clumper. Deliverable System operation documentation for local systems and the clumper. Outcome This information is provided within the help in the CAIRNS gateway click on. ZSERVERS in the HELP section of the service Additional documentation has also be. provided detailing the use of the SQL database of RSLP collection level descriptions in. the development of the target selection stage of the CAIRNS gateway see Appendix H. 10 User documentation,Deliverable User documentation. Outcome User help has been provided within the CAIRNS gateway. 11 Contribute to Information Strategy deliberations in SCURL institutions. Deliverable Associated Objectives, Contribute to Information Strategy deliberations in SCURL institutions through. liaison with the CATRIONA II project, Outcome This somewhat peripheral deliverable became impossible to progress The CATRIONA. II recommendations were in time acted upon at Strathclyde University and a Digital. Information Office set up but this was only beginning to engage with such questions at. Strathclyde and within the Glasgow Digital Library project towards the end of 2000. when CAIRNS ended It was therefore impossible to meet this deliverable. 12 Regular reports to eLib at intervals specified by eLib. Deliverable Complete and send annual reports,Outcome Completed. 13 Final report,Deliverable Complete and send final report. Outcome Completed with the sending of this report,1 3 Additional Outcomes. CAIRNS spawned three related funded research projects SCONE22 SEED23 and HILT24 and at least. one important related initiative CoSMiC25 that between them will help improve service within the. clump26 in ways that are beyond the scope of the project and will contribute to the aim of building a. national networked information service for Scotland. SCONE Scottish COllections Network Extension project is an RSLP funded project which aims to. aid researchers by extending existing collaborative collection management work carried out within the. framework of the SCURL into new areas and investigating effective models for building and sustaining. a co ordinated Scotland wide distributed national resource This would be conveniently accessible to. researchers via the CAIRNS distributed catalogue the Research Collections Online based dynamic. clumping service and SCURL inter access policies, SEED funded by the Scottish Executive Education Department is part of an ongoing programme of. cooperative initiatives undertaken by the SCURL The project aims to aid researchers by adding. existing subject descriptions of research collections to the Research Collections Online RCO database. establishing a means to keep the data current and extending this data to include collections held in. public libraries and elsewhere in Scotland, HILT High Level Thesaurus project is a one year project jointly funded by JISC and the RSLP It can. be viewed as an extension of the SCONE and CAIRNS projects in terms of the mapping and use of the. Conspectus subject scheme see other project details The purpose of the project is to study and report. Http scone cdlr strath ac uk,Http seed cdlr strath ac uk. http hilt cdlr strath ac uk, Confederation of Scottish Mini Clumps see http scone strath ac uk dissemination events html. Roughly speaking a clump is a group of distributed catalogues made cross searchable via the Z39 50. standard and other means of ensuring interoperability between the catalogues. on the problem of cross searching and browsing by subject across a range of communities services and. service or resource types Libraries Museums Archives the DNR clumps the DNER the RDN. bibliographic databases numeric data and others to research the problem analyse and document its. exact nature in detail determine whether it can be solved and if so how and attempt to reach a. consensus on the issue across the various communities services and initiatives identified by the project. as stakeholders, CoSMiC the Confederation of Scottish Mini Clumps is a SLIC based organisation that will seek to. promote co operative activity between similar cross sectoral regional organisations across Scotland. One aim will be to investigate the use of the CAIRNS system to generate virtual gateways to the. distributed catalogues of these organisations Another will be to look at the potential for using the. national approach to collaborative collection management being promoted within SCONE to perform. the same co ordinating function at a regional level Once the CoSMiC web site is up it will be at. http cosmic cdlr strath ac uk Members include SESLIN South East Scotland Library Information. Network UHI University of the Highlands and Islands ALF TAFLIN Tayside and Fife Library. Information Network Glasgow Digital Library Grampian Information SCURL have also indicated an. intention to join, The CAIRNS dynamic clumper is so designed as to be able in time to dynamically generate any. combination of targets that users might want to search all SCURL collections all Stirling or. Edinburgh Collections all Public Libraries or FE collections all electronic collections all museums or. archives all ALF collections and so on The SCONE work will be able to echo this infrastructure to. allow individual libraries or museums or archives or services to co operate with each other as regards. collaborative collection management and shared preservation probably in whatever combinations suit. their purposes so Napier might elect to work within this framework with the SESLIN group of. libraries and the SCURL group and say the electronic services group and so on Paisley within. SCURL ALF and electronic services etc CoSMiC is designed to echo this mix and match approach. at an organisational i e people level, SCURL agreed to continue the work of both the CAIRNS Liaison Group a mix of systems librarians. reference librarians and cataloguers from SCURL institutions and the CIGS and CAIRNS Cataloguing. and Indexing Standards group beyond the end of the project. 1 4 Particular successes,Particular successes include. Creation of a working distributed catalogue service based on off the shelf software. Integration of the SCURL Conspectus based collection strengths database RCO into the clump as. a basis for the dynamic clumping service, Creation of a working services to dynamically generate cross searchable sub clumps of the total. clump based on region and on subject strength coverage. A high profile service increasingly well known in Scotland. Acceptance by SCURL of the CAIRNS Exit Strategy proposal. Funding for three projects that allow further development of the service e g SCONE or a. resolution of associated issues e g HILT, The creation of CoSMiC to reflect the structure and possibilities of the dynamic clumper at an. organisational level, Plans for network based co operative collection management work to keep the collections database. up to date SCONE project, Successful use of CAIRNS in practical contexts such as is described in the Napier Re classification. project case study see Appendix G, Greatly improved understanding in SCURL libraries and to a lesser extent Scottish libraries as a. whole of both the potential of these technologies the problems they entail and the best. approaches to dealing with these problems, Through working with SCONE practical instantiation of RSLP UKOLN Collection Level. Description model and schema and an understanding of its strengths and weaknesses mainly the. former it has proved very resilient to date, Consulted extensively by SLIC on interoperability and access issues in their role as advisors to the. Organising Information strand of the Scottish Executive s Digital Scotland initiative. End of Main Report Section 1 Activities and Progress.
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