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Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
Drupal & Summon: Keeping Article Discovery in the Library
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Drupal & Summon: Keeping Article Discovery in the Library

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How building a Drupal module to bring Summon's article discovery system into our web site increased article searching, decreased direct database use, and maintained context for the library's patrons.

How building a Drupal module to bring Summon's article discovery system into our web site increased article searching, decreased direct database use, and maintained context for the library's patrons.

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  • BackgroundExperience with Summon & DrupalWhat we didWhyImpacts
  • Sandbox projects can be contributed to anyone; low-use modules optimal for this. Explicitly “experimental”. Lower barrier to sharing
  • Why do this when the Summon interface is, frankly, pretty good?
  • Metalib (in blue), ArticlesPlus (in red)
  • Metalib/ArticlesPlus (in blue), ArticlesPlus (in red)
  • Article searches look different from catalog & site searches
  • Transcript

    • 1. Drupal & SummonKeeping Article Discovery in the Library
      Ken Varnum
      30 September 2011
      LITA National Forum
    • 2. About the Library Site
      Launched 2 years ago
      Running on Drupal 6 & Solr
      Integrates discovery across
      Catalog (our books, ebooks including HathiTrust)
      Web content (stuff in Drupal)
      LibGuides
      Databases & Journals (metadata level)
      Articles
    • 3. Where We Were
      Had Ex Libris’s Metalib federated search
      Used X-Server (XML interface) to pull results into site
      Decent results but
      Slow
      Inconsistent
      Did I say slow?
    • 4. What We Did
      MLibrary signed up with Summon in July 2010
      Launched our interface 9/27/2010
      As with Summon’s hosted tool, anyone can search through our interface
      Full text links are OpenURLs
      UM authentication (off campus) / IP recognition (on campus) to get full text
    • 5. About the Module
      Developed by Albert Bertram at UM Library
      Requires Summon API key to run
      Development time about 10 weeks
      Had experimented with Summon API for another search project
      Built code from scratch as a Drupal module
    • 6. What It Does
      Replicates most functionality of Summon’s hosted site
      Facets
      Citations
      One-click links to full text (where available)
      360 Link is resolver
      Each citation has a permalink for bookmarking/sharing
    • 7. Module Status
      Available as Drupal sandbox projecthttp://bit.ly/articlediscovery
      “Real” modules must be reviewed & approved by Drupal gatekeepers
      Can be slow
      Iterative process
      Minimal benefit (for us)
    • 8. Module Contribution
      Use GIT to download/update
      Or download manually and install or upgrade
      Anyone can download & install
      Requirements
      Drupal 6
      Php5
      phpapi client library rovidedby Serials Solutions
      A couple pear packages
      Summon API key
    • 9. Search Results
      Summon Native
      Summon @ MLibrary (API)
    • 10. Item Displays
      Single Item in Summon
      Single Item in API
    • 11. Why Do It This Way?
      Information world is a scary place (esp. for undergrads)
      Provide as few starting points as possible
      Keep users 'at home' as long as possible
      Provide access to help as much as possible
      Keep article discovery, catalog discovery, etc. in one context
    • 12. Being in the Flow
      Lorcan Dempsey defines “being in the flow” as:
      the library needs to be in the user environment and not expect the user to find their way to the library environment
      integration of library resources should not be seen as an end in itself but as a means to better integration with the user environment, with workflow.
      “In the flow”, 6/24/2005http://orweblog.oclc.org/archives/000688.html
      Image courtesy of M.H Stephens
    • 13. Staying in Our Own Flow
      We *want* to be where the users are
      But we need to start be being where we are.
      We’re not always sure where “there” is
      Our users’ flow often involves the library, so we also try to add extra value there
      Provide auxiliary services within the local context
      Not discourage users from going elsewhere, but providing reasons to stay
    • 14. Flowing
      Keep discovery in the library.
      Send users to destination when they’ve found what they want
      In practice:
      LibGuide discovery in search & browse
      Database, journal, & catalog discovery in our site
      Integrate article discovery into site
      Subject specialists integrated into search & browse
      Provide other services around article discovery
      Opportunity to learn about our user’s needs and behaviors
    • 15. Drawbacks
      Functionality of Summon’s native interface does not wholly show in API (they have some very talented coders)
      Data does
      Need to do extra work on our side to, for example, display Web of Science Citation Counts, or LibGuide author photos
      API not 100% documented
      We’re now “help desk” for other libraries
    • 16. Effects
      Eliminated Ex Libris’ Metalib & SFX
      Changes to external database usage
      Database discovery now in-site
      Allows additional services
      Favorites
      Problem reporting & response
    • 17.
    • 18.
    • 19. How It’s Being Used
    • 20. Failure Reporting
      Failure reporting
      Ask for feedback at point of full-text click
      Capture permalink, on- or off-campus status
      Ask for symptoms and email for follow-up
      Questions pass through ask-a-librarian service
      Rapid updates to our holdings inSummon/360 Link
    • 21.
    • 22. Failure Report by Data Source
      423 reportsApril-September 2011
    • 23. Add-On Services
      Favorites
      Custom searches
      Semi-permalinks
      Failure reporting
    • 24. Where Next?
      Continue to build services around discovery
      Bring scoped searches to specific courses
      Launch sharing of frequently used & saved resources among students in a class
      Continue to study search & browse usage
    • 25. Q&A
      Ken Varnum
      Web Systems Manager
      University of Michigan Library
      varnum@umich.edu
      @varnum
      lib.umich.edu/users/varnum

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