Next-Gen Catalogs


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  • Next-Gen Catalogs

    1. 1. Do You Really Get What You Pay For? A Comparison of Open Source and For-Purchase Next Generation Catalog Products Cindi Trainor Eastern Kentucky University | IM: cinditrainor Jezmynne Westcott Libraries of The Claremont Colleges jez@hmc | IM: jez91711
    2. 2. Today’s Topics <ul><li>Why an NGC? </li></ul><ul><li>NGC features and popular options </li></ul><ul><li>Benefits and suggested first steps </li></ul>
    3. 3. The Queen (of Data) without Reign: Tales of a Legacy OPAC <ul><li>Scope </li></ul><ul><li>Interface & features </li></ul><ul><li>Relevancy ranking </li></ul><ul><li>Tied to print </li></ul><ul><li>Content </li></ul>photo by _KoAn_
    4. 4. What Librarians See
    5. 5. What Users See
    6. 6. What Users Want
    7. 7. What Users REALLY Want Give me the info I need and ONLY the info I need, for free.
    8. 8. Features of NGCs <ul><li>Features </li></ul><ul><ul><li>Tags </li></ul></ul><ul><ul><li>Facets </li></ul></ul><ul><ul><li>Enriched Content </li></ul></ul><ul><ul><li>RSS </li></ul></ul><ul><ul><li>Social Tools </li></ul></ul><ul><ul><li>Relevancy Ranking </li></ul></ul><ul><ul><li>Federated Searching </li></ul></ul><ul><ul><li>Highly Browsable </li></ul></ul>
    9. 9. Tags User chosen Descriptors 3/5/2008 SCELC Colloquium 2008
    10. 10. Facets Qualifiers that categorize search results 3/5/2008 SCELC Colloquium 2008
    11. 11. Library Facets 3/5/2008 SCELC Colloquium 2008 Author Format Publication Year Location
    12. 12. Enriched Content Added Extras 3/5/2008 SCELC Colloquium 2008 Book Jacket Reviews
    13. 13. RSS Live Updates using RSS 3/5/2008 SCELC Colloquium 2008
    14. 14. RSS Right into your Mailbox 3/5/2008 SCELC Colloquium 2008 List of titles right into your mail box s
    15. 15. Social Tools Involving the Community <ul><li>Community Reviews </li></ul><ul><li>Ratings </li></ul>3/5/2008 SCELC Colloquium 2008 Login Rate Review
    16. 16. The NGC Landscape <ul><li>Vendor options </li></ul><ul><li>Open source options </li></ul><ul><li>Other enhancements & innovations </li></ul>photo by OneEighteen
    17. 17. Wrappers photo by davescunningplan
    18. 18. Software* for Sale <ul><li>Encore </li></ul><ul><li>Primo </li></ul><ul><li>Aquabrowser </li></ul><ul><li>Endeca </li></ul><ul><li>WorldCat </li></ul>Photo by cosmickitty
    19. 19. Encore Search
    20. 20. Encore results
    21. 21. Encore in its Native Environment
    22. 22. Primo Search
    23. 23. Primo Catalog search results
    24. 24. Aquabrowser Visual “ Constellation Map” Facets
    25. 25. Pros & Cons <ul><li>Pros </li></ul><ul><ul><li>highly browsable, visually fun to use. </li></ul></ul><ul><ul><li>Facets </li></ul></ul><ul><ul><li>RSS </li></ul></ul><ul><ul><li>Forthcoming federated searching* </li></ul></ul><ul><ul><li>Easy to implement – “low threshold implementation” </li></ul></ul><ul><li>Cons </li></ul><ul><ul><li>Constellation map does not refine search </li></ul></ul><ul><li>* If the library has a federated search product </li></ul>3/5/2008 SCELC Colloquium 2008
    26. 26. Endeca
    27. 27. Pros & Cons <ul><li>Pros </li></ul><ul><ul><li>Intensely customizable </li></ul></ul><ul><ul><li>RSS </li></ul></ul><ul><ul><li>Facets, fast search results </li></ul></ul><ul><ul><li>Limit to available items only </li></ul></ul><ul><ul><li>Browse surrounding shelves easily </li></ul></ul><ul><ul><li>Find related search option </li></ul></ul><ul><ul><li>“ did you mean” spell check </li></ul></ul><ul><ul><li>“ Synonym table” maps between query term and LCSH </li></ul></ul><ul><li>Cons </li></ul><ul><ul><li>No social tools </li></ul></ul><ul><ul><li>Requires staff time to implement and manage </li></ul></ul>3/5/2008 SCELC Colloquium 2008
    28. 28. World Cat Local 3/5/2008 SCELC Colloquium 2008
    29. 29. 3/5/2008 SCELC Colloquium 2008
    30. 30. Pros & Cons <ul><li>Pros </li></ul><ul><ul><li>Rich in data and integrates consortia and OCLC holdings </li></ul></ul><ul><ul><li>Federated searching </li></ul></ul><ul><ul><li>Faceted navigation </li></ul></ul><ul><ul><li>Indexed in major search engines </li></ul></ul><ul><ul><li>Contains 2.0 social tools </li></ul></ul><ul><ul><li>OCLC hosts and supports </li></ul></ul><ul><ul><li>Relevancy ranking </li></ul></ul><ul><li>Cons </li></ul><ul><ul><li>No tagging </li></ul></ul><ul><ul><li>No “did you mean?” spell check </li></ul></ul><ul><ul><li>No RSS </li></ul></ul><ul><ul><li>No local data (outside OCLC) included </li></ul></ul><ul><ul><li>No ability to return to the results set from item record </li></ul></ul>3/5/2008 SCELC Colloquium 2008
    31. 31. By comparison Via ILS and SFX Innopac only Realtime holdings data Endeca No? Via ILS Not realtime; Innopac only Realtime circ status Term constellation “ suggested new searches” Tags (within current set) Subject Browse Term constellation “ May we suggest” “ Did you mean?” Widen / Change Facets Facets Facets, tag cloud Narrow WorldCat Local Aqua-Browser Primo Encore Results Set Feature
    32. 32. By comparison Yes, built into WorldCat If included in SFX menu Via the ILS ILL System integration Endeca Certain FirstSearch DBs Metalib only Planned (III & Metalib) Metasearch Integration ? SFX only Planned (III & SFX) OpenURL Integration If in WC, yes. Yes? Yes (but it’s not searched) Not supported ToCs, summaries, etc Yes Yes Yes Syndetics Book Covers WorldCat Local Aqua-Browser Primo Encore Enhanced Content
    33. 33. By comparison Endeca e-shelf, citation exporting Other Yes; login required Planned (requires Innopac + RR product) Reviews & Ratings Yes; login required Planned (Innopac only?) User tags No? Enables metasearch; (SSO) Planned (Innopac only) Accounts WorldCat Local Aqua-Browser Primo Encore Social Features
    34. 34. Other enhancements and innovations photo by Shaun.numb
    35. 35. Library Thing for Libraries 3/5/2008 SCELC Colloquium 2008
    36. 36. 3/5/2008 SCELC Colloquium 2008
    37. 37. Pros & Cons <ul><li>Pros </li></ul><ul><ul><li>Very easy to implement </li></ul></ul><ul><ul><li>Draws tags from 360,000 users worldwide </li></ul></ul><ul><ul><li>Suggests readings from similar tags </li></ul></ul><ul><ul><li>Very supportive, creative, and helpful staff </li></ul></ul><ul><li>Cons </li></ul><ul><ul><li>Cannot search for tags in OPAC </li></ul></ul><ul><ul><li>Cannot search for more than one tag at once </li></ul></ul><ul><ul><li>Not everything has a tag </li></ul></ul><ul><ul><li>Users cannot (yet) add tags or reviews </li></ul></ul>3/5/2008 SCELC Colloquium 2008
    38. 38. VuFind
    39. 39. SOPAC
    40. 40. Scriblio
    41. 41. LibraryFind
    42. 42. LibraryFind
    43. 43. The M Word – Migrate! <ul><li>Polaris </li></ul><ul><li>Evergreen </li></ul><ul><li>Koha </li></ul>3/5/2008 SCELC Colloquium 2008
    44. 44. Polaris 3/5/2008 SCELC Colloquium 2008
    45. 45. Pros & Cons <ul><li>Pros </li></ul><ul><ul><li>Relevancy ranking </li></ul></ul><ul><ul><li>Faceted navigation </li></ul></ul><ul><ul><li>“ Did you mean?” spell check </li></ul></ul><ul><ul><li>Supports enriched content </li></ul></ul><ul><ul><li>RSS </li></ul></ul><ul><ul><li>Purchase contains all subsystems </li></ul></ul><ul><li>Cons </li></ul><ul><ul><li>Focuses on physical collections </li></ul></ul>3/5/2008 SCELC Colloquium 2008
    46. 46. Evergreen 3/5/2008 SCELC Colloquium 2008
    47. 47. 3/5/2008 SCELC Colloquium 2008
    48. 48. Pros & Cons <ul><li>Pros </li></ul><ul><ul><li>Open source – you call the shots </li></ul></ul><ul><ul><li>Relevance ranking </li></ul></ul><ul><ul><li>Format icons </li></ul></ul><ul><ul><li>Enriched content </li></ul></ul><ul><ul><li>Browse shelves </li></ul></ul><ul><li>Cons </li></ul><ul><ul><li>Open source – you’ve got to fix it </li></ul></ul><ul><ul><li>Facets do not limit – they are a new search </li></ul></ul><ul><ul><li>No spell check </li></ul></ul>3/5/2008 SCELC Colloquium 2008
    49. 49. Koha 3/5/2008 SCELC Colloquium 2008
    50. 50. Pros & Cons <ul><li>Pros </li></ul><ul><ul><li>Open source – you call the shots </li></ul></ul><ul><ul><ul><li>Commercial support available through LibLime </li></ul></ul></ul><ul><ul><li>Relevance Ranking with resort options </li></ul></ul><ul><ul><li>Supports enriched content </li></ul></ul><ul><ul><li>RSS </li></ul></ul><ul><ul><li>Limit to available </li></ul></ul><ul><ul><li>Faceted navigation </li></ul></ul><ul><li>Cons </li></ul><ul><ul><li>No easy way to deselect a facet </li></ul></ul>3/5/2008 SCELC Colloquium 2008
    51. 51. Benefits for users <ul><li>Very simple searching </li></ul><ul><li>Encourages browsing </li></ul><ul><li>Adds context to searching </li></ul><ul><li>Social tools engage users </li></ul><ul><li>Social tools enhance feeling of ‘ownership’ over the content </li></ul><ul><li>RSS communicates OUT to the user </li></ul>
    52. 52. Suggested first steps <ul><li>What do you patrons search for most? </li></ul><ul><li>Federated search? </li></ul><ul><li>How ugly is your pig? </li></ul><ul><li>Ask your users! </li></ul>
    53. 53. Readings <ul><li>Breeding, Marshall. “Next Generation Library Catalogs.” Library Technology Reports , July/August 2007. </li></ul><ul><li>Eden, Brad. “Information Organization Future for Libraries.” Library Technology Reports , November/December 2007. </li></ul>These slides and more will be posted to