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Catalog Transformed: From Traditional to Emerging Models of Use

Catalog Transformed: From Traditional to Emerging Models of Use. Andrew K. Pace NCSU Libraries Feb. 7, 2006. Classic Integrated System. MARC Records. Patron Records. Patron self-service. WEBPAC. circ transactions. websites (856) e-books e-journals databases datasets. reserve

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Catalog Transformed: From Traditional to Emerging Models of Use

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  1. Catalog Transformed:From Traditional to Emerging Models of Use Andrew K. Pace NCSU Libraries Feb. 7, 2006

  2. Classic Integrated System MARC Records Patron Records Patron self-service WEBPAC circ transactions • websites (856) • e-books • e-journals • databases • datasets reserve records serial holdings item holdings Serials Control Records Acquisitions Records

  3. Dis-integrated Library System • Licensing Files • ILL Files • Collection Management Files • Helpdesk Files • Statistical Files alpha list of databases subject list of databases web subject guides Authentication & Authorization • websites (856) • e-books • e-journals • databases e-journal finder institutional repository Serials Solutions TDNet SFX alert services MyLibrary

  4. The library system puzzle Serials A&I / FT DBs Catalog “Web”

  5. Serials Catalog http://www.lib.ncsu.edu/ematrix

  6. E-Matrix ADMINISTRATIVE METADATA Website Catalog E-resources Alert Services Local DBs & Collections Digital Archives licensing I L S Data Repos- itories subscript-ion info statistics E-MATRIX DATA HOOKS PRESENTATION LAYER technical support remote access Other Databases: E-journal finder ETDs Instn’l Repository Etc. evaluative data Evaluative Tools vendor data

  7. Who is working on ERM? Vendors • CARL / TLC – Gold Rush • EBSCO Electronic Journal Service • Elsevier / Endeavor – Meridian • Ex Libris – Verde • Innovative Interfaces – ERM module • Serials Solutions – ERMS • SirsiDynix – Serials Solutions Partnership • TDNet – e-Resource Manager • VTLS – VERIFY

  8. What hath disintegration wrought? WebFeat Muse Global

  9. The Online Catalog "Most integrated library systems, as they are currently configured and used, should be removed from public view." - Roy Tennant, CDL

  10. What ILS Catalogs Do Well…(liberally stolen from Roy Tennant) • Inventory control: What and where • Known item searching

  11. What ILS Catalogs Don’t do Well…(liberally stolen from Roy Tennant, and augmented by me) • Any search other than known item • Most Anything other than books (serials, e-resources, articles, digital objects) • Logical groupings of results (e.g. FRBR) • Faceted browsing • Relevance ranking • Sideways searching (suggestions, expansion of searches and search targets)

  12. Endeca purchase decision • Lots of topical searches and poor subject access • Keyword gives too many or too few results – leads to general distrust • Misunderstanding of authority headings • No relevancy ranking of results • Needed more responsiveness (speed)

  13. Endeca, et al Speed Relevance Ranking Faceted Browsing True Browsing (LC) Spell-checking Automatic stemming “Did you mean…” Unicorn / Web2 As if… Last-in / First-out Authority index links Query required Dictionary lookup only No No Pursuit of Features

  14. Pre-Endeca Catalog Search • 6 search tabs • 14 radio buttons • 1-4 drop down boxes

  15. Endeca Catalog Search • 3 search tabs • No radio buttons • 2 search boxes • Keyword search default

  16. 9. Availability 10. Library of Congress Classification • Subject: Topic • Subject: Genre • Format • Library • Subject: Region • Subject: Era • Language • Author

  17. NextGen Library Search Tools NGC4LIB The Next Generation catalog: more than just a facelift • RedLightGreen (RLG) • OCLC Fictionfinder • Vivisimo clustered search • Aquabrowser visual context • Endeca Guided Navigation / Information Access Platform • Innovative Interfaces “OPAC Pro” and Encore • Ex Libris “Primo” • Polaris, AJAX-Enabled OPAC • SirsiDynix EPS, FAST, something “top secret” • Talis, et alWeb Services • OCLC Custom Worldcat • Georgia Pines, Koha, and the Library 2.0 Bandwagon

  18. The library system puzzle Serials A&I / FT DBs Metasearch ERM Systems GS Guided Navigation Digital Repositories Catalog Web IR Legacy ILS

  19. The library system pile • “Seams serve as perceptible boundaries that provide points of reference; without such boundaries readers get ‘lost at sea’ and don’t know were they are in relation to anything else; they can’t perceive either the extent of what they have or what they don’t have.” -Thomas Mann

  20. Future Plans • Ongoing tweaks: • Continued usability testing; more bling • Relevance ranking algorithms & spell correction thresholds • Additional browsing options • Endeca 2.0 ideas • FRBR-ized display (using OCLC work identifier) • Natural language entry points • Patron-generated refinements (folksonomies?) • Enrich records with supplemental Web Services content – more usable TOCs, book reviews, etc. • The death of authority searching (not authority work!) • More integration with QuickSearch, other data repositories, and third-party discovery tools: pointing content outward • Using Endeca for more kinds of content

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