ALA Annual Conference  Saturday, June 25, 2011

1. DISCOVERY TOOLS: THE TALES OF IMPLEMENTATION AT TWOHISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS) Netta CoxSerials Librarian, North Carolina A&T State UniversityIyanna SimsSystems Librarian, North Carolina A&T State UniversityShaundra WalkerHead of Reference, Fort Valley State University ALA Annual Conference  Saturday, June 25, 2011

2. What is a discovery tool? • New Technology • Single Point of Entry • Pre-harvested • Centralized Index • Vendor neutral • Relevancy • Robust Features • Customizable Source: Definition synthesized from the literature. See bibliography.

3. Discovery Tool options Proprietary Open Source • EBSCO Discovery Service • Encore Synergy • Primo • Summon • WorldCat Local • Blacklight • LibraryFind • Scriblio • SOPAC • VuFind

4. Commonalities • Single point of entry for all library information • Enriched web interface • Faceted navigation • Simple keyword search • Relevancy

5. Brainstorming… What should I consider when choosing and implementing a discovery tool?

6. North Carolina A&T State university • HBCU, Public Land-Grant Institution • Enrollment: 10,000 • Library Staff: 50 • Library Collection: • Over 700,000 volumes of print and audiovisual materials • Over 150,000 electronic books • Over 160,000 print and electronic journals and serials • Approximately 300 databases

7. Motivation • Rich collection of print and audiovisual resources • Expeditious growth of electronic resources • Digitized archival material and developing an Institutional Repository • Desire to meet user expectations • Federated Search • Funding

8. The process • Formed a committee • Representation from each department – Public Service, Technical Service, and Systems • Researched commercial and open-source platforms • Developed an evaluation matrix • Vendor visits • Discussed pros and cons in relation to library environment

9. The matrix

10. The realities • No perfect solution • Functionality • Coverage • Timeline • Realistic • Flexible • Bells and whistles may come with a cost

11. Going forward • Complete configuration process • Internal testing • Train Staff • Revise instruction curriculum • Integration • Harvest IR data • Increased visibility and usage of resources • Embrace the platform as a living organism

12. Lessons Learned • Understand your library needs and wants • Have questions for vendors and ask for demonstration of live instances of platform • Make no assumptions • Resource Analysis • Network with other libraries

13. Fort Valley State University • Founded in 1895 • 1890 Land Grant Institution • One of Three Public HBCU’s in Georgia • Member of the 35-Member University System of Georgia (USG)Consortium • Enrollment of 3400 • One of the fastest growing schools in the USG system

14. About FVSU Libraries • Three Branches • Main Library (Hunt) • Curriculum Materials Center • Warner Robins Center (Graduate and Adult Education) • Print Collections • 150,000+ Volumes • 600 Active Print Serials Titles • Small AV Collection • Electronic Resources • Over 100 Databases (mostly shared via GALILEO) • Ebooks (NetLibrary, Ebrary, IEEE) • Moving Print Serials to Electronic Serials

15. The Consortia Challenge • Participant in GALILEO • Public, private, K-12, technical and college and university members • Shared platform, varied resources • Cost-sharing for electronic resource purchasing • Shared Proxy Server and OpenURL Link Resolver • Member of the GALILEO Interconnected Libraries (GIL) • ExLibris Voyager ILS • Union Catalog • Reciprocal Book Borrowing Service (GIL Express)

16. Motivation • Influx of New Resources • Better Return on Investment • Frustration with Federated Searching • Information Literacy Challenges • Multiple, Changing Platforms • Puzzled Students • The “50 Minute” Session

17. Needs/Desires • High Coverage of Scholarly Resources • Easy Updates • Simple Interface • Extendibility • Affordability and Sustainability

18. The Selection Process • Evaluated Three Major Tools • Vendor Presentations • Coverage Analysis • Selected Final Tool

19. Implementation • Started in January 2011 • Three Phases • Adding E-Resources to the Client Center • Exporting MARC Records from the catalog • Setting Up Nightly Cron Job • Testing, Testing, Testing!

20. Soft Launch • March 2011 • Added Search Box to Homepage • Introduced in ENG 1101 and ENG 1102 • Response • Overwhelmingly positive, professors and students • More time spent on searching than teaching in information literacy sessions

21. Lessons Learned • Managing Electronic Resources • Need for new workflows • Impact on Instruction • Customizing the OpenURLLink Resolver page • Teaching the importance of good search statements • Impact on Collection Development • Purchasing more electronic resources • Availability in Summon

22. Looking Ahead • Information Literacy • Focus on 1000 and 2000 level courses • Revised Information Literacy Tutorial • E-Resources • Moving Print Serial Subscriptions to Electronic • Considering MARC Record Updates for Electronic Journals • Considering adding MARC Records for non-indexed collections • Considering MARC Records for E-book Collections • Considering More E-Books • Adding Open Access Collections • Adding Institutional Repositories

23. Ways We’ve Used Summon • LibGuides • Added to Search Drop Down Box along with other search types (catalog, Ask-A-Librarian, e-journals, etc.) • Created search boxes for specific collections (i.e. videos, special collections, etc.) • LibAnswers • Embedded search boxes in Ask-A-Librarian answers • BlackBoard • Created learning objects

24. Demonstration

25. Q&A Discussion

26. Resources • Grand Valley State University Library Labs • http://gvsulib.com/labs/custom_summon/ • Helpful tool for creating Summon search boxes • LibGuides Summon Resources • http://help.springshare.com/content.php?pid=90986&sid=1053606#3190055 • More help for creating Summon search boxes • Summon API • http://api.summon.serialssolutions.com/help/api/ • Summon Community Wiki • http://community.summon.serialssolutions.com/index.php/Main_Page • Another great resource for Summon users

27. Bibliography Vaughan, J. (2011). Chapter 1: Web Scale Discovery What and Why?. Library Technology Reports, 47(1), 5-11. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 2: OCLC WorldCat Local. Library Technology Reports, 47(1), 12-21. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 3: Serials Solutions Summon. Library Technology Reports, 47(1), 22-29. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 4: Ebsco Discovery Services. Library Technology Reports, 47(1), 30-38. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 5: Ex Libris Primo Central. Library Technology Reports, 47(1), 39-47. Retrieved from EBSCOhost.

28. Bibliography Vaughan, J. (2011). Chapter 6: Differentiators and A Final Note. Library Technology Reports, 47(1), 48-53. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 7: Questions to Consider. Library Technology Reports, 47(1), 54-59. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 8: For More Information. Library Technology Reports, 47(1), 60-61. Retrieved from EBSCOhost. Way, D. (2010). The Impact of Web-scale Discovery on the Use of a Library Collection. Serials Review, 36(4), 214-220. doi:10.1016/j.serrev.2010.07.002 Yang, Sharon Q, Kurt Wagner, (2010) Evaluating and comparing discovery tools: how close are we towards next generation catalog?, Library Hi Tech, 28 (4), 690 – 709.