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Considering New Discovery Layers

Considering New Discovery Layers. Tom Adam, Information Literacy Librarian, University of Western Ontario Alan Bell, University of Waterloo Nora Gaskin, McMaster University Sian Miekle, University of Toronto Martha Whitehead, Associate University Librarian, Queen’s University Library.

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Considering New Discovery Layers

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  1. Considering New Discovery Layers Tom Adam, Information Literacy Librarian, University of Western Ontario Alan Bell, University of Waterloo Nora Gaskin, McMaster University Sian Miekle, University of Toronto Martha Whitehead, Associate University Librarian, Queen’s University Library

  2. Tom AdamUniversity of Western Ontario

  3. What we’re doing… • Why? • Variables and options • ILS and the Discovery Layer • Interface Decisions • Are we there yet?

  4. What’s it all about? • Embrace change • Work backwards • Consider the user

  5. What we know about what we do

  6. How we are perceived…

  7. Our Brand…

  8. What would you do?

  9. the User Experience… • OCLC • Perceptions survey • Extract issued 2006

  10. 89% Where do you start? I use a search engine like google. I use a library website. IT’S RIGHT HERE & IT’S 2%

  11. Libraries are… Search Engines are… Reasons … CREDIBLE EASY TO USE CONVENIENT FAST COST-EFFECTIVE ACCURATE RELIABLE COST-EFFECTIVE ACCURATE CREDIBLE CONVENIENT FAST EASY TO USE RELIABLE

  12. Search engines fit perfectly with my lifestyle.

  13. Our Legacy…

  14. What can we do? Make the search engine better… Canadian Undergrad

  15. Martha WhiteheadQueen’s University Library

  16. Discovery Layer? Next Generation Catalogue? Discovery Layer Fed Search ILS - circ ILS – bib, holdings E-J Images Theses Vendor Vendor Vendor

  17. About “discovery” • From inventory to discovery (and back again) • Keyword searching versus index browsing • Relevance ranking: precision, recall and first page principle

  18. Open Source or Vendor • open source e.g. VuFind, eXtensible Catalog, SOPAC • ILS vendors e.g. Primo (Ex Libris), Encore (III) • other vendors e.g. Endeca, BiblioCommons AquaBrowser, OCLC, Serials Solutions

  19. Local or Hosted, Customize or Not • Local: • hardware/software infrastructure • some local configuration possible • Hosted: • minimal local hardware/software • ideally a service to manage user generated content • Either: data matters

  20. Web 2.0 • Why? • interaction with collections • reliance on peer and expert opinion • social search • What? Where? How? • user generated content • academic concerns, placement, web scale • usage logs, recommender systems

  21. Summary: some factors to consider User experience • degree of integration • search intelligence • extensibility Local (or consortial) capacity • time and money

  22. Sian MiekleUniversity of Toronto

  23. Introducing the Discovery Layer • Data loading • User experience • Local vs.hosted solutions

  24. Data loading decisions Should data be loaded in new system?Advantages:Self-contained interface Data available to functionality of new systemChallenges:Shifting the dataSynchronizing the data

  25. Convert to XMLfor search & display Build indexes ILS 8.5M items 6.4M bib records 2.3M authorities 144K MARC holdings Data transfer (nightly)‏ Discover Layer Application Restart application

  26. XML • <RECORD> • […] • <PROP NAME="p_title"> • <PVAL>The Canadian almanac & directory.</PVAL> • </PROP> • <PROP NAME="p_publication"> • <PVAL>Copp. Clark [etc.], 1848-</PVAL> • </PROP> • <PROP NAME="310.a"> • <PVAL>Annual.</PVAL> • </PROP> • <PROP NAME="362.a"> • <PVAL>[1st]- year; 1848-</PVAL> • </PROP> • <PROP NAME="503.a"> • <PVAL>Title varies: 1848-50, Scobie & Balfour's Canadian almanac, and […]</PVAL> • </PROP> • […] • </RECORD> Not quite 1000 MARC fields, 26 subfields, but…

  27. MARC data “Convert to XML” <RECORD> […] <PROP NAME="p_title"> <PVAL>The Canadian almanac & directory.</PVAL> </PROP> <PROP NAME="p_publication"> <PVAL>Copp. Clark [etc.], 1848-</PVAL> </PROP> <PROP NAME="503.a"> <PVAL>Title varies: 1848-50, Scobie & Balfour's Canadian almanac, and […]</PVAL> </PROP> […] </RECORD>

  28. User experience: using facets

  29. User experience:changing search model

  30. User experience:feedback • 169 comments, Sept 08 – Jan 09 • 2:1 in favour of the new interface • 50 comments requesting features (26 ideas) • 6 ideas based old search models 6 grads, 3 library staff • 6 ideas for new features4 grads, 2 undergrads, 1 library staff • 14 ideas: functionality missed from old system 6 faculty, 12 grads, 12 library staff, 3 undergrads

  31. Local vs. hosted solutions • Time to think • Flexibility • Content: BIP, web pages, other data repositories • Presentation: visual, multiple, changing • Challenges • Infrastructure • Staff • Shared local solution? • Share common tasks • Share resources

  32. Nora GaskinMcMaster University

  33. 1. User interface choices & decisions2. User feedback & behaviour

  34. UI Choices: Basic Search Screen • just a search box & go? • include choice of search indexes? (fielded searching) • include alpha as well as keyword indexes? • include limiting at time of search?

  35. Search ‘n’ Go: UWO (Encore)

  36. Search ‘n’ Go: Queens N.Y. (Aquabrowser)

  37. Search ‘n’ Go & Limit by Collection: Vanderbilt (Primo)

  38. Choice of Keyword Indexes: U of T (Endeca)

  39. Choice of Keyword Indexes & Databases: Villanova U. (VuFind)

  40. Choice of Keyword & Alpha Indexes: Florida State U. (Endeca)

  41. Choice of Keyword & Alpha Indexes: McMaster (Endeca)

  42. Choice of Keyword/Phrase Indexes & Limit by Format, Location: Waterloo (Primo)

  43. UI Choices & Decisions • Search, search within results, start over – Oh my!

  44. Search Within Results; Search button; Start Over link

  45. New Search button; Search Within Results button

  46. UI Choices: defaults • facets: open, closed or a mix? • after a closed facet has been opened, keep it open? • after a search, keep the previously selected index chosen, or return to the default?

  47. UI Choices: facets • which? hierarchical or flat? • what to call them? • display order • order of values within facets: alpha or most hits at the top? • all “and” or some “or”?

  48. UI Choices & Decisions • Search logic • match on any 1, 2, 3 terms, all terms? • Display • how to display the full bib & item details • Alpha indexes • how to display?

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