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NISO Webinar: New Discovery Tools: Moving Beyond Traditional Online Catalogs
 

NISO Webinar: New Discovery Tools: Moving Beyond Traditional Online Catalogs

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The migration of traditional online academic and public library catalogs to the notion of “discovery platforms” promises new ways to expose library collections and other resources tailored to ...

The migration of traditional online academic and public library catalogs to the notion of “discovery platforms” promises new ways to expose library collections and other resources tailored to individual patron needs. For more patrons, this personalized search and discovery experience can encompass functions and tools unheard of just a few years ago, such as powerful faceted searching tools and tagging, as well as provide a collaborative portal for social media and other online scholarly community initiatives. For many libraries, the discovery platform also provides an efficient method for maximizing the use of its online resources and overall investment.

Whether you are new to discovery platforms systems or would like ideas on how to enhance your existing solution, this informative session will explore three key areas: the discovery platform marketplace, selection and implementation strategies, and usability.

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    NISO Webinar: New Discovery Tools: Moving Beyond Traditional Online Catalogs NISO Webinar: New Discovery Tools: Moving Beyond Traditional Online Catalogs Presentation Transcript

    • NISO Webinar9 November 2011Athena HoeppnerElectronic Resources LibrarianUniversity of Central Florida Libraries By boo_licious Web Scale Discovery Refresher An over-simplification of concepts and systems.
    • Athena Hoeppner | WSD | NISO Over-Simplified DefinitionsPre-harvested central index coupled with…A richly featured discovery layer providing a single search across a librarys local, open access, and subscription collections. Web Scale Discovery Service Discovery Service
    • Athena Hoeppner | WSD | NISO Vendors EBSCO   Primo     WorldCat   Innova<ve  Discovery   Central   Summon   Local   Interfaces   Service   Index   Serials   Encore   EBSCO   ExLibris   OCLC   Solu<ons   Synergy  Brian  Duncan,   Christopher   Kathleen   Spalding  and   Andrew  Nagy   Mindy  Pozenel   Alan  Dyck   McEvoy   Jorgen  Madsen  
    • Athena Hoeppner | WSD | NISO Select Customers WorldCat   Innova<ve   EDS   PCI   Summon   Local   Interfaces   University  of  University  of   University  of   Oregon  State   University  of   Nebraska-­‐ Georgia   Iowa   University     Washington   Lincoln   University  of   University  of   CurFn  University,   University  of   University  of  North  Carolina  at   Colorado  at   Australia   Michigan   Arizona     Greensboro     Boulder   Okanagan   Northwestern   North  Carolina   Middle  Tennessee   Bethel  University  College,  Canada   University   State  University     State  University   Senate  House   Bournemout   University  of   Libraries,   York  St  John   WellcomeLibrary     University   Manchester     University  of   University   London  
    • Athena Hoeppner | WSD | NISO Content: What are you searching?•  Your MARC plus…•  ARTbibliographies Modern•  Arts & Humanities Full Text•  ArXiv.org•  ASCE Research Library•  ASFA•  Asian American Drama•  ASME Transactions Journals•  ASPET Journals•  Associations Canada•  ASTM Digital Library•  CAB Abstracts•  CAIRN General Collection•  ...•  UK Newsstand•  United Kingdom Serials Group Journals•  University of Chicago Press Journals•  University of Illinois Press Journals•  World News Connection Old 52 ad•  World Scientific Journals•  Worldwide Political Science Abstracts•  Zoological Record
    • Athena Hoeppner | WSD | NISO Gale LexisNexis HathiTrust OneFile arXiv.org ebrary Scopus MEDLINE Open Access WSD/Vendor FT and A/I Agreements DOAJIBISworldMLA FOUNDATIONINDEX CENTRAL INDEX UNIFIED IRs Library Subs Library MARC INSPEC Supplied ISI Digitized Publisher Supplied Springer Wiley OUP T&F Elsevier
    • Athena Hoeppner | WSD | NISO Partial Scopus Content LexisNexis Mutually MLA WSD/Vendor Licensed Agreements GaleOneFile ?? Content ? CENTRAL INDEX ?? ISISpecialized? Subs Library Content FederationValuelineMath- with a Chem difference!SciNet Abs Mutually-licensed content and other complexities
    • Athena Hoeppner | WSD | NISO Gale LexisNexiOneFile HathiTrust s Results ebrary arXiv.org Results MEDLINE ScopusIBISworld Discovery Relevancy DOAJMLA Custom APIs Service Ranked Set IRs Results MARCINSPEC Results ISI Digitized Springer Wiley Results OUP T&F Elsevier
    • Athena Hoeppner | WSD | NISO Clustered CompositeCompendex Space Time Computation in Applied Intelligence Author Title Gale Journal TitleOneFile Displayed Subjects CENTRAL INDEX And other mapped fields RecordIngenta Native Springer Database Multiple Data Sources
    • Athena Hoeppner | WSD | NISO Record Display Record   WorldCat   EDS   PCI   Summon   Synergy   Op<ons   Local  Can  display  original   Y   Y   N   Y   Y  Composite  or   Blended   Clusters   Composite    Clusters   Neither  Clustered  Record   Most   Publisher   Summon   Most   Database  Displayed     detailed   provided   record   detailed  in   supplied   available  to   CI   subscriber  Metadata   EBSCO   Primo   Summon    MARC     Database  format   supplied  
    • Athena Hoeppner | WSD | NISO Which is biggest? This way lies WorldCat   Innova<ve  Content  Type   Content from EDS   madness. PCI   Summon   Local   Interfaces   approximately [Encore  All  items     20,000 300,000,000     open access    930,000,000    Synergy] has 39 providers (and archives and 257 institutional 3,000 growing)  in  Ar<cle  records      620,600,000    databases addition to repositories from 73 different across metadata from  Books            6,000,000     another 70,000 institutions Ex    202,000,000    multiple  Theses  and   Libris works with providers. book Disserta<ons     publishers. the world’s        16,900,000     Mega-  Conference   - EBSCO leading providers One search - Alan Dyck aggregation of of global and Proceedings     hundreds of      can reach    12,200,000   regional more than millions of information  eBook     scholarly e- .      1,637  12,000,000     resources of databases or  Journals  and   - Summon collections of global and Magazines                  50,000     regional      bibliographic          86,556      Databases     importance      records.              1,637   - ExLibris - WorldCat Local
    • Athena Hoeppner | WSD | NISO Evaluating the Content or Central IndexIs the Content a Good Fit?•  Overall size•  Overlap of journals titles and holdings•  Inclusion of subscribed databases•  Richness of metadata emiline220 WSD Features Template | UCF Central Index Survey | WSD Glossary
    • Athena Hoeppner | WSD | NISO The Discovery Layer Branding Basic Search Features Advanced Search Fields Limitors/Refining Facets ginnerobo t End User Features Web 2.0 Interface Customizations
    • Taking Stock Athena Hoeppner | ILI2011
    • Athena Hoeppner | WSD | NISO Caveats:-­‐o   The following slides are based on my observations made whilst searching a small set of implementations.:-­‐o   Implementationsnot use some available options. may have chosen to may have custom features, and:-­‐o   I searched as a guest, so did not see the full functionality available to authenticated users.:-­‐o   I’m prone to typosapologize for any the searching way too late at night. I and did much of errors.:-­‐o   I don’t consider myself an expert. ASK the vendors about features that interest you to ensure that you have authoritative, accuruate information.
    • Athena Hoeppner | WSD | NISO Branding WorldCat   Branding  Op<ons   EDS   PCI   Summon   Local   Synergy  Links  to  Library  sites   Y   Y   Y   Y   Y  Logo   Y   Y   Y   Y   Y  Interface  colors   Y   Y   Y   Y   Y  Customize  the  toolbar   Y   Y   Y   Y   Y  Customer  can  supply  CSS     Y   Y   Y   Y   ?  Embed  search  form   Y   Y   Y   Y   Y  
    • Athena Hoeppner | WSD | NISO Basic Search Features WorldCat   Search  Feature   EDS   PCI   Summon   Local   Synergy  Spell  Check/Did  you  mean   Y   Y    Y   Y   Y  Phrase   Y   Y    Y   Y   Y  Stems/TruncaFon   Y   Y    Y   Y   Y  Keyword  by  default   Y   Y    Y   Y   Y  Single  search  entry  (simple   Y   Y    Y   Y   Y  searches)  Advanced  -­‐  Fields  and   Y   Y    Y   Y   Y  Boolean  
    • Athena Hoeppner | WSD | NISO And more specialized search fields… WorldCat   Advanced  Search  Fields   EDS   PCI   Summon   Local   Synergy   Audience   N   N   N   Y   N   Content  Type  (FicFon,  Non-­‐ N   N   N   Fic,  Bio,  DissertaFon)   Y   N   Library  Ownership   N   N   Y   Y   N   Call  Number   N   Y   N   Y   N   Volume/Issue   N   N   Y   N   N  Exclude  Newspapers   N   N   Y   N   N  Exclude  Book  Reviews   N   N   Y   N   N  Exclude  DissertaFons   N   N   Y   N   N  
    • Athena Hoeppner | WSD | NISO Limitors WorldCat   Limitors/Refining   EDS   PCI   Summon   Local   Synergy  Full  Text   Y   Y   Y   Y   Y  Scholarly/Peer  Reviewed   Y   Y   Y   Y   Y  Images  and  Image  Types   Y   N   N   N   N  Available  in  Library   Y   Y   Y   Y   *  Cited  ArFcles   N   Y   N   N   N  Full  CI/Library  CI   N   Y   Y   Y*   N  
    • Athena Hoeppner | WSD | NISO Facets WorldCat   Facets   EDS   PCI   Summon   Local   Synergy  Audience * N N Y *Author Y Y Books only Y *Can Excluded by Facet(NOT) N Y N N NCheckbox for Multipleselection Y ? ? ? NDatabase/Content Provider Y Y N Y *Format/Content type Y Y Y Y *Genre N N Books only Y *Geographical Area Y N Books only N *Language Y Y Y Y *
    • Athena Hoeppner | WSD | NISO Facets WorldCat   Facets   EDS   PCI   Summon   Local   Synergy  Library Location Y N Y N *Publication Title Y N N N YSource type (i.e Report, Y Y N Y *Directory, Handbook)Specialized (i.e. Gender/ Y N N N *Age/NAICS)Subject/Topic Y Y Y Y YTime period subject N N Books only Y NThesaurus Term N N N N *Y
    • Athena Hoeppner | WSD | NISO End User Features WorldCat   End-­‐User  Feature   EDS   PCI   Summon   Local   Synergy  Formaded  citaFon  export   Y   Y   Y   Y   Y  Formaded  citaFon  display   Y   Y   Y   Y   N  Persistent  folders/Lists   Y   Y   N   Y   Y  Shared  folders/Lists   Y   Y   N   N   ?  User  Accounts   Y   Y   Y   Y   Y  Personal  seengs  -­‐  interface   Y   Y   N   N   N  controls  
    • Athena Hoeppner | WSD | NISO End User Features WorldCat   Web  2.0   EDS   PCI   Summon   Local   Synergy  Like/Plus   N   N   N   N  User  tagging   N   Y   N   Y   Y*  Tag  clouds   N   Y   N   N   Y*  Add  RaFngs   N   N   N   Y   Y*  Add  Reviews   N   N   N   Y   Y*  Share  to  external  (i.e.   N   Y   N   Y  Delicious,  Facebook,  etc.)  
    • Athena Hoeppner | WSD | NISO Interface Customizations WorldCat   Relevance  and  Sor<ng   EDS   PCI   Summon   Local   Synergy  Relevance  weights  customizable   Y   Y   Y   Y   N  Sort  by  Author     N   Y   N   Y   N  Sort  Oldest  to  Newest   Y   N   Y   Y   N  Sort  Newest  to  Oldest   Y   Y   Y   Y   N  Sort  by  Popularity   N   Y   N   N   N  Sort  by  Library  and  Relevance   N   N   N   Y   N  
    • Athena Hoeppner | WSD | NISO Interface Customizations WorldCat   Innova<ve   APIs  and    Other   EDS   PCI   Summon   Local   Interfaces  Interface  languages   Y   Y   Y   Y   Y  Search  box  can  be  in  external   Y   Y   Y   Y   Y  sites  More  opFons  for  layout     Y   Y   Y   ?   N  and  funcFonality  Chat  Widget   Y   Y   ?   ?   ?  Other  Widgets   ?   Y   ?   ?   ?  
    • Evaluating the Discovery LayerWhat is important toyou ?What do your usersprefer?  Branding  Basic Search Features Cambell’s ad.  Advanced Search Fields  Limitors/Refining  Facets  End User Features  Web 2.0  Interface Customizations Feature Template Athena Hoeppner | WSD | NISO
    • A Quick Tour•  University of Georgia•  University of Iowa•  Oregon State University•  University of Washington•  University of Nebraska-Lincoln roadsidepic
    • Athena Hoeppner | WSD | NISO All gone. marlon-bunday-mmxWSD Features Template | UCF Central Index Survey | WSD Glossary Athena Hoeppner | athena@ucf.edu