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  • 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 cindiann@gmail.com | IM: cinditrainor Jezmynne Westcott Libraries of The Claremont Colleges jez@hmc | IM: jez91711
  • 2. Today’s Topics
    • Why an NGC?
    • NGC features and popular options
    • Benefits and suggested first steps
  • 3. The Queen (of Data) without Reign: Tales of a Legacy OPAC
    • Scope
    • Interface & features
    • Relevancy ranking
    • Tied to print
    • Content
    photo by _KoAn_ http://tinyurl.com/3cv2da
  • 4. What Librarians See
  • 5. What Users See
  • 6. What Users Want
  • 7. What Users REALLY Want Give me the info I need and ONLY the info I need, for free.
  • 8. Features of NGCs
    • Features
      • Tags
      • Facets
      • Enriched Content
      • RSS
      • Social Tools
      • Relevancy Ranking
      • Federated Searching
      • Highly Browsable
  • 9. Tags User chosen Descriptors 3/5/2008 SCELC Colloquium 2008
  • 10. Facets Qualifiers that categorize search results 3/5/2008 SCELC Colloquium 2008
  • 11. Library Facets 3/5/2008 SCELC Colloquium 2008 Author Format Publication Year Location
  • 12. Enriched Content Added Extras 3/5/2008 SCELC Colloquium 2008 Book Jacket Reviews
  • 13. RSS Live Updates using RSS 3/5/2008 SCELC Colloquium 2008
  • 14. RSS Right into your Mailbox 3/5/2008 SCELC Colloquium 2008 List of titles right into your mail box s
  • 15. Social Tools Involving the Community
    • Community Reviews
    • Ratings
    3/5/2008 SCELC Colloquium 2008 Login Rate Review
  • 16. The NGC Landscape
    • Vendor options
    • Open source options
    • Other enhancements & innovations
    photo by OneEighteen http://tinyurl.com/2dlbae
  • 17. Wrappers photo by davescunningplan http://tinyurl.com/35v3uv
  • 18. Software* for Sale
    • Encore
    • Primo
    • Aquabrowser
    • Endeca
    • WorldCat
    Photo by cosmickitty http://tinyurl.com/3ywygz
  • 19. Encore Search
  • 20. Encore results
  • 21. Encore in its Native Environment
  • 22. Primo Search
  • 23. Primo Catalog search results
  • 24. Aquabrowser Visual “ Constellation Map” Facets
  • 25. Pros & Cons
    • Pros
      • highly browsable, visually fun to use.
      • Facets
      • RSS
      • Forthcoming federated searching*
      • Easy to implement – “low threshold implementation”
    • Cons
      • Constellation map does not refine search
    • * If the library has a federated search product
    3/5/2008 SCELC Colloquium 2008
  • 26. Endeca
  • 27. Pros & Cons
    • Pros
      • Intensely customizable
      • RSS
      • Facets, fast search results
      • Limit to available items only
      • Browse surrounding shelves easily
      • Find related search option
      • “ did you mean” spell check
      • “ Synonym table” maps between query term and LCSH
    • Cons
      • No social tools
      • Requires staff time to implement and manage
    3/5/2008 SCELC Colloquium 2008
  • 28. World Cat Local 3/5/2008 SCELC Colloquium 2008
  • 29. 3/5/2008 SCELC Colloquium 2008
  • 30. Pros & Cons
    • Pros
      • Rich in data and integrates consortia and OCLC holdings
      • Federated searching
      • Faceted navigation
      • Indexed in major search engines
      • Contains 2.0 social tools
      • OCLC hosts and supports
      • Relevancy ranking
    • Cons
      • No tagging
      • No “did you mean?” spell check
      • No RSS
      • No local data (outside OCLC) included
      • No ability to return to the results set from item record
    3/5/2008 SCELC Colloquium 2008
  • 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. 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. 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. Other enhancements and innovations photo by Shaun.numb http://tinyurl.com/39h5j2
  • 35. Library Thing for Libraries 3/5/2008 SCELC Colloquium 2008
  • 36. 3/5/2008 SCELC Colloquium 2008
  • 37. Pros & Cons
    • Pros
      • Very easy to implement
      • Draws tags from 360,000 users worldwide
      • Suggests readings from similar tags
      • Very supportive, creative, and helpful staff
    • Cons
      • Cannot search for tags in OPAC
      • Cannot search for more than one tag at once
      • Not everything has a tag
      • Users cannot (yet) add tags or reviews
    3/5/2008 SCELC Colloquium 2008
  • 38. VuFind
  • 39. SOPAC
  • 40. Scriblio
  • 41. LibraryFind
  • 42. LibraryFind
  • 43. The M Word – Migrate!
    • Polaris
    • Evergreen
    • Koha
    3/5/2008 SCELC Colloquium 2008
  • 44. Polaris 3/5/2008 SCELC Colloquium 2008
  • 45. Pros & Cons
    • Pros
      • Relevancy ranking
      • Faceted navigation
      • “ Did you mean?” spell check
      • Supports enriched content
      • RSS
      • Purchase contains all subsystems
    • Cons
      • Focuses on physical collections
    3/5/2008 SCELC Colloquium 2008
  • 46. Evergreen 3/5/2008 SCELC Colloquium 2008
  • 47. 3/5/2008 SCELC Colloquium 2008
  • 48. Pros & Cons
    • Pros
      • Open source – you call the shots
      • Relevance ranking
      • Format icons
      • Enriched content
      • Browse shelves
    • Cons
      • Open source – you’ve got to fix it
      • Facets do not limit – they are a new search
      • No spell check
    3/5/2008 SCELC Colloquium 2008
  • 49. Koha 3/5/2008 SCELC Colloquium 2008
  • 50. Pros & Cons
    • Pros
      • Open source – you call the shots
        • Commercial support available through LibLime
      • Relevance Ranking with resort options
      • Supports enriched content
      • RSS
      • Limit to available
      • Faceted navigation
    • Cons
      • No easy way to deselect a facet
    3/5/2008 SCELC Colloquium 2008
  • 51. Benefits for users
    • Very simple searching
    • Encourages browsing
    • Adds context to searching
    • Social tools engage users
    • Social tools enhance feeling of ‘ownership’ over the content
    • RSS communicates OUT to the user
  • 52. Suggested first steps
    • What do you patrons search for most?
    • Federated search?
    • How ugly is your pig?
    • Ask your users!
  • 53. Readings
    • Breeding, Marshall. “Next Generation Library Catalogs.” Library Technology Reports , July/August 2007.
    • Eden, Brad. “Information Organization Future for Libraries.” Library Technology Reports , November/December 2007.
    These slides and more will be posted to http://citegeist.com/scelc
  • 54.