![Page 1: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/1.jpg)
Benefit from Users’ Collective Wisdom:the Ex Libris bX Scholarly Recommender Service
Webinar for OCUL – May 18, 2010
Nettie Lagace, bX Product Manager
![Page 2: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/2.jpg)
Benefit from Users’ Collective WisdomAgenda
• What is bX?• New scholarly environments• Expanding roles for usage data and
OpenURL• Demo; how bX works• Partners and Customers• Options for availability• Conclusions
![Page 3: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/3.jpg)
What is bX?
• A service which taps into the power of the networked scholarly community to generate recommendations based on article usage
• Based on data mining and structural analysis of aggregated usage data, across libraries and scholarly information environments• Massive repository of user data -
growing• Derives from research done at Los Alamos
National Laboratory by Johan Bollen and Herbert Van de Sompel
![Page 4: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/4.jpg)
• Greater focus on content users create and choices & preferences they make
• User contribution increasingly important• Contributed explicitly by individuals
• The Web is multi-directional
Changes in Scholarly Communication
![Page 5: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/5.jpg)
• Greater focus on content users create and choices & preferences they make
• User contribution increasingly important• Contributed explicitly by individuals
• The Web is multi-directional
• Implicitly - usage data captured by the system (‘clickstreams’)
Changes in Scholarly Communication
![Page 6: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/6.jpg)
Changes in Web Communication
![Page 7: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/7.jpg)
Changes in Web Communication
![Page 8: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/8.jpg)
Changes in Web Communication
![Page 9: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/9.jpg)
Changes in Web Communication
![Page 10: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/10.jpg)
Library Book Recommendations
![Page 11: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/11.jpg)
Library Book Recommendations
![Page 12: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/12.jpg)
Interest in usage-based measures
• COUNTER – www.projectcounter.org
• SUSHI - www.niso.org/workrooms/sushi
• JISC MOSAIC – www.sero.co.uk/jisc-mosaic.html
• Metrics for scholarly evaluation:
• UKSG Usage Factors project - uksg.org/usagefactors
• Project MESUR - www.mesur.org
![Page 13: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/13.jpg)
Implicit user contribution
• Circulation data
![Page 14: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/14.jpg)
Implicit user contribution
• Circulation data
• Clickstreams, recording a search process
![Page 15: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/15.jpg)
Implicit user contribution
• Circulation data
• Clickstreams, recording a search process
• Actions
• Item viewed
• Item downloaded
• Item sent
• Item bookmarked
• Item printed
• Item stored
![Page 16: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/16.jpg)
Potential uses of implicit contribution
• Collection development
• Evaluation
• Trend analysis
• Relevance ranking
![Page 17: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/17.jpg)
Potential uses of implicit contribution
• Collection development
• Evaluation
• Trend analysis
• Relevance ranking
• Recommendations
![Page 18: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/18.jpg)
There is a need
• Information overload calls for new tools that assist users in finding relevant information
• Useful in the context of: • learning • exploring new fields of interest • inter-disciplinary work • specific information needs that are outside
one’s field of expertise • Search is NOT the only way to find…
• “Users who looked at this, also looked at these…”
![Page 19: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/19.jpg)
Recommender Systems
http://en.wikipedia.org/wiki/Recommendation_systems
Recommender systems form a specific type of information filtering (IF) technique that attempts to present information items (movies, music, books, news, images, web pages, etc.) that are likely of interest to the user.
![Page 20: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/20.jpg)
Scholarly Recommender Service
Need to:
• Focus on scholarly materials – particularly
articles (core unit of use)
• Be based on structural analysis of usage and
not just based on popularity
![Page 21: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/21.jpg)
bX Demo
![Page 22: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/22.jpg)
bX Demo
![Page 23: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/23.jpg)
bX Demo
![Page 24: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/24.jpg)
bX Demo
![Page 25: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/25.jpg)
bX Demo
![Page 26: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/26.jpg)
bX Demo
![Page 27: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/27.jpg)
bX Demo
![Page 28: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/28.jpg)
bX Demo
![Page 29: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/29.jpg)
bX Demo
![Page 30: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/30.jpg)
bX Demo
![Page 31: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/31.jpg)
Link resolver usage logs
• A good basis:
• Represent users’ information-seeking paths in a standardized way
• Are across information providers
• Are across institutions
• There are a lot of them
![Page 32: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/32.jpg)
Citation databases
Link Resolver
GoogleScholar
E-journal publisher
site
E-journal publisher
site
A&I databases
Library interface
E-Book publisher
site
Document Delivery
OpenURL OpenURL
OpenURL
OpenURL
Link resolver usage paths
![Page 33: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/33.jpg)
Linking – An Overlay Service
OpenURL
OpenURL
ResourcesLayer
SFX
![Page 34: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/34.jpg)
Linking – An Overlay Service
OpenURL
OpenURL
ResourcesLayer
OpenURL Linking Layer
SFX
![Page 35: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/35.jpg)
ResourcesLayer
OpenURL Linking Layer
bX
SFX
SFX SFX
SFX
SFX SFX
SFX
SFX
SFXSFX
OA
I-P
MH
OA
I-PMH
Recommender – A New Overlay Service
![Page 36: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/36.jpg)
ResourcesLayer
OpenURL Linking Layer
bXRecommender Service Layer
SFX
SFX SFX
SFX
SFX SFX
SFX
SFX
SFXSFX
OA
I-P
MH
OA
I-PMH
Linking – An Overlay ServiceRecommender – A New Overlay Service
![Page 37: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/37.jpg)
Built on OpenURL
• Usage data –OpenURL context objects-- is harvested from link resolver logs through OAI-PMH
• Build a (very large) aggregate of usage data• Mine the aggregate to derive scholarly
recommender services: a structure describing relationships between scholarly materials is created
• bX receives OpenURL requests• A list of recommended materials is generated per
request• open interface - accessible via API• viewable via SFX menu, other discovery
interfaces
![Page 38: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/38.jpg)
bX Research
http://public.lanl.gov/herbertv
/papers/jcdl06_accepted_version.pdf
![Page 39: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/39.jpg)
bX Partners• North America: Boston College; California State University
Consortium; University of Chicago; University of Texas at Austin; Princeton University; University of Alberta, Canada
• UK: British Library; Imperial College; University College London (UCL); University of Manchester
• Continental Europe: Catholic University of Leuven, Belgium; Charles University, Czech Republic; ETH, Switzerland; FineLib, Finland; Karolinska Institute, Sweden; University of Amsterdam, Netherlands; University of Leiden, Netherlands
• Australia: Monash University
• Asia: Tsinghua University, China
• Africa: University of Stellenbosch, South Africa
Los Alamos as a development partner
![Page 40: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/40.jpg)
241 Subscriber institutions; 30 Trial institutions
using bX right now all around the world!
![Page 41: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/41.jpg)
Growth in data; growth in usage
Article referencestotal: 22,285,306
As of July 09:14,639,506
Added since: 7,645,800
Article requests to bX server
July 09 October 09 April 10
137,174
2,153,026
5,823,192
Total SFX usage events processed: 155M
Approximate rate of increase 5M/month
Number of contributing institutions 135
![Page 42: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/42.jpg)
More about the interaction with bX
• Request to bX is sent through an API
• Results are returned as • XML (default)• Text• ATOM • RSS
![Page 43: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/43.jpg)
Recommendations in Primo V3
![Page 44: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/44.jpg)
bX on SFX Menu
![Page 45: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/45.jpg)
bX on SFX Menu
![Page 46: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/46.jpg)
bX on SFX Menu
![Page 47: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/47.jpg)
bX on SFX Menu
![Page 48: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/48.jpg)
Benefits of bX Contribution
• Ongoing analysis of SFX usage data created by library users
• Continual improvement of recommendations
• Cooperation with other research library sites – on a grand scale
![Page 49: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/49.jpg)
What do people say?“JSTOR meets Amazon!?” - ELUNA twitterer
“On May 5, Ex Libris rolled out the shiny new fabulousness that is bX. … (turns) the Services Menu into a point-of-need discovery tool. I think this is awesome. ”
- Jamene Brooks-Kieffer, Kansas State Univ.
“I found exactly what I wanted. I've already found even more relevant articles in 10 minutes than I've found in the last 10 months using more traditional methods of research.”
- Ph.D. student, Arizona State University
“I’m always trying to find new connections between biological systems. This looks like a really useful tool for this discovery. I’m interested in seeing others’ connections. An unknown system can link to one which is well-studied.”
- Laboratory director, University of Ottawa Heart Institute
“One thing I've noticed and got a few comments about is that the increase in amount of recommendations has been noticeable from last summer to now. Now it's much easier (to find recommendations). The recommendations seem … relevant”
- Systems librarian, FinELib
![Page 50: Benefit from Users’ Collective Wisdom: the Ex Libris bX Scholarly Recommender Service Webinar for OCUL – May 18, 2010 Nettie Lagace, bX Product Manager](https://reader036.vdocuments.site/reader036/viewer/2022062620/551b939e550346942b8b5180/html5/thumbnails/50.jpg)
“The Web, they say, is leaving the era of search and entering one of discovery. What's the difference? Search is what you do when you're looking for something. Discovery is when something wonderful that you didn't know existed, or didn't know how to ask for, finds you.“
Jeffrey M. O’Brien, "The race to create a 'smart' Google“http://money.cnn.com/magazines/fortune/fortune_archive/2006/11/27/8394347/