web-scale discovery: post implementation

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WebScale Discovery: Post Implementa8on Richard Guajardo, Head of Resource Discovery Systems and Rachel Vacek, Head of Web Services TLA Annual Conference, Houston, TX April 20, 2012

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Discovery services provide users a single search box to access a library’s entire prei-ndexed collection. Representatives from two academic libraries serving different user populations will discuss marketing, instructing users, evaluating the product, and maintaining the resource after a discovery service is implemented

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Page 1: Web-Scale Discovery: Post Implementation

Web-­‐Scale  Discovery:    Post  Implementa8on  

Richard  Guajardo,  Head  of  Resource  Discovery  Systems    and  Rachel  Vacek,  Head  of  Web  Services  

TLA  Annual  Conference,  Houston,  TX  April  20,  2012  

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What  is  a  discovery  service?  

Through  one  simple  search  to  a  single  unified  index,  the  Summon  service  provides  …  one  search  box  for  a  researcher  to  enter  any  terms  they  want  and  quickly  get  credible  results  in  one  relevancy  ranked-­‐list.    Content  types  include:  library  catalog  records,  e-­‐journal  ar7cles,  databases,  newspaper  ar7cles,    e-­‐books,  disserta7ons,  ins7tu7onal  repositories,  conference  proceedings,  grey  literature,  cited  references,  reports,  digital  library,  more…  

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Pathway  to  Discovery  

•  Metafind  •  LibraryFind  •  ResearchPro  •  Encore  

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Selec8on  

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Why  Summon?  •  It  would  index  over  90%  of  our  subscribed  resources  •  Already  heavily  invested  in  the  Serials  Solu8ons  suite      of  services,  so  it  was  thought  that  Summon  would      integrate  well  with  those  

•  Summon  promised  a  rela8vely  painless  turnkey      implementa8on  

•  One  of  the  first  web-­‐scale  discovery  products  out  of    the  gate  

•  Already  had  a  number  of  large  academic  library      customers    who    seemed    sa8sfied  with    the    results      

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Implementa8on  Team  Head  of  Integrated  Library  Systems    Head  of  Cataloging  &  Electronic  Resources    Head  of  Web  Services    History  &  Poli8cal  Science  Librarian    Digital  &  Web  Projects  Fellow    

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Implementa8on  

ContentDM        MARC  mapping  table      LibGuides    MARC  record  loads  

Project  implementa8on  began  in  April  2010  

OneSearch  debuted  in  August  2010  

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User  feedback  “This  is  great,  why  didn’t  you  do  this  years  ago?”    

“a  confusing  bunch  of  results  in  all  media”    “I  can  go  straight  into  an  ebook  –    I  don’t  have  to  click  again  and  again.”  

 “OneSearch  is  confusing  to  me,    because  it  searches  everything.”  

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One  Search  [Box]  

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Technical  Challenges  •  Number  of  catalog  records  

•  Consor8al  holdings  •  Post  implementa8on  clean  up  of  catalog  

•  Ongoing  maintenance  

•  Daily  update  limits  

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Organiza8onal  Change  

New  library  department  created:  Resource  Discovery  Systems  (RDS)    RDS  has  responsibility  for  Summon,  the  Millennium  ILS  and  electronic  resources  management    

   

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Organiza8onal  Change  

A  post  implementa8on  commigee  was  formed:  Discovery  Systems  Working  Group    The  commigee  is  charged  with  coordina8ng  data  exchange  between  discovery  system  vendors  and  the  shared  ILS.  It  also  stays  abreast  of  discovery  system  ini8a8ves  at  other  area  library  systems.  

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Usage  

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Pre  Summon  vs.  Post  Summon  Journals  2010  

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Pre  Summon  vs.  Post  Summon  Database  Searches  2010  

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Pre  Summon  vs.  Post  Summon  Database  Sessions  2010  

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Marke8ng  &  Branding  

•  To  name  or  not  to  name  •  Library  has  new  website,    now  with  OneSearch  

•  Engaged  in  conversa8on  – New  way  to  search  the  library  – Discover  new  resources  – Search  across  Research  Guides,  Databases,  Digital  Library,  Finding  Aids,  Catalog  –  all  from  one  search  box  

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Web  Presence  Integra8on  

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Research  Guides  Integra8on  

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Subject-­‐based  Search  Widgets  

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Mobile  Integra8on  

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Discovery  Day  Camp  

•  ½  day  conference  on  discovery  

•  72  people  agended  from  around  Texas  

•  Vendors  and  librarians  from  public,  academic,  medical,  law  and  school  libraries  

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“I  enjoyed  the  discussions  and  I  came  away  with  a  much  beger  understanding  of  web  discovery  tools.”  

“The  networking  and  hearing  what  other  ins8tu8ons  are  doing  was  really  valuable.”  

“I  enjoyed  interac8ng  with  vendors  and  speaking  with  colleagues  about  their  experiences.  This  program  was  excellent  –  so  worthwhile!”  

“It  was  good  to  hear  from  vendors  and  libraries  together  and  to  compare  the  products  and  services.”  

“Awesome  event!    Thank  you    UH  for  pulng  this  event  on!”  

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Assessment  •  Work  with  other  ins8tu8ons  – UH  Downtown  and  UH  Clear  Lake  

•  Discovery  Systems  Working  Group  – Ongoing  maintenance,  assessment,  vendor  info  from  reps  

•  It’s  All  About  Access  (IA3)  Commigee  – Discuss  changes  in  discovery  and  access  to  unique  materials  across  web  presence  

•  Web  Services  – Usability  tes8ng  of  Libraries’  homepage  search  box  –  Explore  user  interface  op8ons  

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Recep8on  •  Undergraduates  –  Like  the  “OneSearch”  box  – Get  relevant  results  for  their  research  

•  Faculty  /  Graduate  Students  –  Find  results  overwhelming,  too  difficult  to  drill  down  to  a  specific  item  

– More  open  do  known-­‐item  searching  – Directed  to  familiar  and  exact  tools  –  Pushing  them  to  advanced  search  

•  Librarians  – Mixed  feelings,  depends  on  discipline  

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Future  Plans  

•  More  assessment!  •  Conduct  market  analysis  Summer  2012  •  Fall  2012  à  2/3  of  way  through  3-­‐year  Summon  contract  

•  Integra8on  of  subject-­‐specific  Summon  search  boxes  within  Research  Guides  (Springshare  CampusGuides)  

•  Usability  tes8ng  on  library  homepage  search  box  

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Our  Final  Thoughts  

•  Worth  it?    à  YES!  – Usage  increased  at  astronomical  rates  – Much  more  content  being  exposed  – Undergrads  like  it  and  can  find  relevant  info  

•  At  point  of  no  return  – Web  presence  will  always  have  a  discovery  search  interface  

–  Look  for  ways  to  improve  discovery  service  integra8on  and  more  accurate  search  results  

– Amount  of  print  materials  moving  to  electronic  format  will  con8nue  to  increase  

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Credits  

•  COUNTER  stats  (hgp://www.projectcounter.org/)  provided  by  Jeannie  Castro,  Electronic  Resources  Librarian  at  the  UH  Libraries  

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Thanks!  

Richard  Guajardo    Head  of  Resource    Discovery  Systems  [email protected]  

Rachel  Vacek    Head  of  Web  Services  [email protected]  

Presenta8on  available:  hgp://www.slideshare.net/vacekrae/