Discovery tools: a rearguard action?
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ELAG 2012 Palma de Mallorca

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  • The short version of this presentation
  • Unknown knowns? To the end user? Known unknowns?
  • Discovery tools are designed to give lots of results, in order to show they have lots of records
  • http://www.theeuropeanlibrary.org/beta/discover
  • Time for national, thematic front ends
  • The Fiesole Collection Development Retreat Series The European University Institute (EUI) Villa La Fonte, San Domenico di Fiesole (Florence), Italy Fiesole (Florence), Italy April 12-14, 2012
  • Compared to federated search; using individual databases one at a time
  • Is it even so that it is time (for real) to loosen up the content of our isolated library system (for real) and let our data to interact with theoutside world data (for real)?
  • So…. Is implementing a discovery tool a defensive action undertaken by libraries, publishers, vendors to try to stop a specific threat to their existence? And will it be successful?
  • Mendeley, Udini
  • JISC UKDISCOVERY http://discovery.ac.uk/

Transcript

  • 1. University libraryDiscovery tools: a rearguard action?Lukas KosterLibrary Systems CoordinatorLibrary of the University of Amsterdam@lukask – l.koster@uva.nlELAG2012, Palma de Mallorca, May 18, 2012
  • 2. YESMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 2
  • 3. Disclaimer It’s just meMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 3
  • 4. Discovery? Columbus discovers AmericaMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 4
  • 5. Discover! The Free Dictionary: Determine the existence, presence, or fact of something Become aware of something, usually accidentally, find unexpectedly Make a new finding, see for the first time Serendipityhttp://www.flickr.com/photos/monkeymyshkin/2331128659/ http://freedictionary.org/?Query=discoverMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 5
  • 6. Unknown unknowns“There are known knowns; there are things we know weknow.We also know there are known unknowns; that is to say weknow there are some things we do not know.But there are also unknown unknowns – there are things wedo not know we dont know.”Donald Rumsfeld, February 12, 2002 http://en.wikipedia.org/wiki/There_are_known_knowns http://www.youtube.com/watch?v=jtkUO8NpI84Unknown knowns http://www.youtube.com/watch?v=GiPe1OiKQuk“The things that we know, but are unaware of knowing”Slavoj Žižek http://en.wikipedia.org/wiki/Unknown_known Things we could have known, but don’t know Things that others know, but we don’t know (Lukas Koster)May 18, 2012 Discovery tools: a rearguard action? ELAG2012 6
  • 7. http://www.gutenberg.org/files/22116/22116-h/22116-h.htmColumbus was looking for:NOT India known known Continent was NOT new:a new route to India known unknown As old as Europe Known to inhabitants unknown known He found: Found before by Chinese, Vikings, Turks,…. A ‘new’ continent unknown unknown Became aware only later Named after someone else! May 18, 2012 Discovery tools: a rearguard action? ELAG2012 7
  • 8. Discovery is relative Context is importantMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 8
  • 9. Library Discovery ToolsProduct Vendor Open Software + Shared index Software + Local Hosted API Source local index Shared indexPrimo/Primo Central Ex Libris x (Primo) x (Primo Central) x x x xWorldCat Local OCLC x x xSummon SerialsSolutions x x xAquabrowser SerialsSolutions x x x xEDS EBSCO x x xEncore Innovative x xEndeca Endeca x x ?VuFind OS x x xLibHub SemperTool OS/Sub x x x x xMeresco Seecr OS x x xeXtensible Catalog OS x x x http://www.librarytechnology.org/discovery.pl https://sites.google.com/site/urd2comparison May 18, 2012 Discovery tools: a rearguard action? ELAG2012 9
  • 10. Library Discovery ToolsEx Libris Primo: “is a one-stop solution for the discovery and delivery of local and remoteresources, such as books, journal articles, and digital objects.”OCLC WorldCat Local: “delivers single-search-box access to more than 922 million itemsfrom your library and the worlds library collections. It connects people to all your librarysmaterials—electronic and digital and physical—as well as to the delivery services that getthem what they need.”EBSCO EDS: “creates a unified, customized index of an institution’s information resources,and an easy, yet powerful means of accessing all of that content from a single search box.”SerialsSolutions SUMMON: “enables a familiar web-searching experience of the fullbreadth of content found in library collections—from books and videos to e-resources suchas articles.”VuFind: “search and browse through all of your librarys resources by replacing thetraditional OPAC to include: Catalog Records, Locally Cached Journals, Digital Library Items,Institutional Repository, Institutional Bibliography, Other Library Collections and Resources ”GoogleScholar: “provides a simple way to broadly search for scholarly literature. From oneplace, you can search across many disciplines and sources: articles, theses, books, abstractsand court opinions, from academic publishers, professional societies, online repositories,universities and other web sites ” May 18, 2012 Discovery tools: a rearguard action? ELAG2012 10
  • 11. Library Discovery ToolsEx Libris Primo: “is a one-stop solution for the discovery and delivery of local and remoteresources, such as books, journal articles, and digital objects.”OCLC WorldCat Local: “delivers single-search-box access to more than 922 million itemsfrom your library and the worlds library collections. It connects people to all your librarysmaterials—electronic and digital and physical—as well as to the delivery services that getthem what they need.”EBSCO EDS: “creates a unified, customized index of an institution’s information resources,and an easy, yet powerful means of accessing all of that content from a single search box.”SerialsSolutions SUMMON: “enables a familiar web-searching experience of the fullbreadth of content found in library collections—from books and videos to e-resources suchas articles.”VuFind: “search and browse through all of your librarys resources by replacing thetraditional OPAC to include: Catalog Records, Locally Cached Journals, Digital Library Items,Institutional Repository, Institutional Bibliography, Other Library Collections and Resources ”GoogleScholar: “provides a simple way to broadly search for scholarly literature. From oneplace, you can search across many disciplines and sources: articles, theses, books, abstractsand court opinions, from academic publishers, professional societies, online repositories,universities and other web sites ” May 18, 2012 Discovery tools: a rearguard action? ELAG2012 11
  • 12. Library Discovery ToolsEx Libris Primo: “is a one-stop solution for the discovery and delivery of local and remoteresources, such as books, journal articles, and digital objects.”OCLC WorldCat Local: “delivers single-search-box access to more than 922 million itemsfrom your library and the worlds library collections. It connects people to all your librarysmaterials—electronic and digital and physical—as well as to the delivery services that getthem what they need.”EBSCO EDS: “creates a unified, customized index of an institution’s information resources,and an easy, yet powerful means of accessing all of that content from a single search box.”SerialsSolutions SUMMON: “enables a familiar web-searching experience of the fullbreadth of content found in library collections—from books and videos to e-resources suchas articles.”VuFind: “search and browse through all of your librarys resources by replacing thetraditional OPAC to include: Catalog Records, Locally Cached Journals, Digital Library Items,Institutional Repository, Institutional Bibliography, Other Library Collections and Resources ”GoogleScholar: “provides a simple way to broadly search for scholarly literature. From oneplace, you can search across many disciplines and sources: articles, theses, books, abstractsand court opinions, from academic publishers, professional societies, online repositories,universities and other web sites ” May 18, 2012 Discovery tools: a rearguard action? ELAG2012 12
  • 13. Library Discovery ToolsEx Libris Primo: “is a one-stop solution for the discovery and delivery of local and remoteresources, such as books, journal articles, and digital objects.”OCLC WorldCat Local: “delivers single-search-box access to more than 922 million itemsfrom your library and the worlds library collections. It connects people to all your librarysmaterials—electronic and digital and physical—as well as to the delivery services that getthem what they need.”EBSCO EDS: “creates a unified, customized index of an institution’s information resources,and an easy, yet powerful means of accessing all of that content from a single search box.”SerialsSolutions SUMMON: “enables a familiar web-searching experience of the fullbreadth of content found in library collections—from books and videos to e-resources suchas articles.”VuFind: “search and browse through all of your librarys resources by replacing thetraditional OPAC to include: Catalog Records, Locally Cached Journals, Digital Library Items,Institutional Repository, Institutional Bibliography, Other Library Collections and Resources ”GoogleScholar: “provides a simple way to broadly search for scholarly literature. From oneplace, you can search across many disciplines and sources: articles, theses, books, abstractsand court opinions, from academic publishers, professional societies, online repositories,universities and other web sites ” May 18, 2012 Discovery tools: a rearguard action? ELAG2012 13
  • 14. Library Discovery ToolsEx Libris Primo: “is a one-stop solution for the discovery and delivery of local and remoteresources, such as books, journal articles, and digital objects.”OCLC WorldCat Local: “delivers single-search-box access to more than 922 million itemsfrom your library and the worlds library collections. It connects people to all your librarysmaterials—electronic and digital and physical—as well as to the delivery services that getthem what they need.”EBSCO EDS: “creates a unified, customized index of an institution’s information resources,and an easy, yet powerful means of accessing all of that content from a single search box.”SerialsSolutions SUMMON: “enables a familiar web-searching experience of the fullbreadth of content found in library collections—from books and videos to e-resources suchas articles.”VuFind: “search and browse through all of your librarys resources by replacing thetraditional OPAC to include: Catalog Records, Locally Cached Journals, Digital Library Items,Institutional Repository, Institutional Bibliography, Other Library Collections and Resources ”GoogleScholar: “provides a simple way to broadly search for scholarly literature. From oneplace, you can search across many disciplines and sources: articles, theses, books, abstractsand court opinions, from academic publishers, professional societies, online repositories,universities and other web sites ” May 18, 2012 Discovery tools: a rearguard action? ELAG2012 14
  • 15. Library Discovery ToolsEnd user functionality Content types Content sourcesone-stop books items from your librarydiscovery journal articles the worlds library collectionsdelivery digital objects all your librarys materialssingle-search-box videos an institution’s information resourcesunified, customized index articles full breadth of content found in libraryaccessing catalog records collectionsweb-searching journals your librarys resourcessearch digital library items institutional repositorybrowse scholarly literature institutional bibliography theses scholarly literature abstracts academic publishers court opinions professional societies online repositories universities web sites May 18, 2012 Discovery tools: a rearguard action? ELAG2012 15
  • 16. Library Discovery ToolsA one-stop single-search-box web based solution for searching, browsing, discovery anddelivery of print and digital publications and objects available from library collections,institutional resources and academic publishers, using a unified index One-stop Discovery and Delivery Unified index Publications Library and institutional resources Academic publishersMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 16
  • 17. Library Discovery Tools Parties involved Commercial Public ‘Not (so) commercial’ Academic System Open source Research vendor Library Content Creator provider Publisher Aggregator CustomerMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 17
  • 18. Content Library Catalogues Institutional Journals repositories Databases Institutional databasesSame old content Content provider Nothing new, nothing unexpected here Nothing to discover May 18, 2012 Discovery tools: a rearguard action? ELAG2012 18
  • 19. Content System Library vendor Catalogues Institutional Journals repositories Contract Databases Institutional “Local” index databases “Shared” index Content providerMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 19
  • 20. Content System Library vendor Journals Contract Databases “Shared” index System Content vendor providerMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 20
  • 21. Libraries think they buy access to articles and information Library Publisher Publishers only sell them services
  • 22. Dave Pattern ...can you really see us renewing the subscription for this database? http://www.daveyp.com/blog/archives/1722
  • 23. Content discovery? Same content types as before: publications Known knowns Same content sources as before: catalogues, databases, journals Less content: technical, political, commercial obstacles Unknown knowns Known unknownsMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 23
  • 24. Discovery? No new, unexpected, accidental findings No discoveryExcept that libraries discover: There are lots of errors in their own data Their workflows are not fit for unified indexing Publishers don’t care about libraries, science, knowledgeMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 24
  • 25. New silos Primo Central Summon IndexSuper silosLocal silos Primo 1 Primo 2 Summon 1 Summon 2 May 18, 2012 Discovery tools: a rearguard action? ELAG2012 25
  • 26. End user functionality One unified front end Setting context Before the search After the search Subject/discipline search Refine search results Scoped search Drill down FacetsMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 26
  • 27. Known item searchBook, article Known known I know the book is in the library Known unknown I know the article, but not where it’s available Unknown known? No discovery desired! Search on Title , Title + AuthorMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 27
  • 28. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 28
  • 29. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 29
  • 30. Subject/discipline searchDiscovery: find new stuff within subject areaRequires uniform classification by subject of each item In Local and Shared index Problematic Not widely available Highly desired by subject librarians!May 18, 2012 Discovery tools: a rearguard action? ELAG2012 30
  • 31. Scoping searches to disciplines mapped to the individual item levelMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 31
  • 32. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 32
  • 33. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 33
  • 34. The reality is: One to one topics from data source “as is”May 18, 2012 Discovery tools: a rearguard action? ELAG2012 34
  • 35. Scoped search Limit search context in advance Catalogues Institutional Journals “Local” index repositories Databases “Shared” index Institutional databasesLocations Collections Local or Shared indexMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 35
  • 36. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 36
  • 37. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 37
  • 38. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 38
  • 39. Broad searchDefault: search ‘everything’ No limit of search context in advance No tabs, no locations, no collections prefilterLimit results afterwards Drill down Facets Largest chance of finding something unexpectedMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 39
  • 40. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 40
  • 41. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 41
  • 42. Related information Find related results while browsing results list By same author Unknown unknowns From same period Unknown knowns About similar subjectsBooks and articles are a huge obstacle to findrelated information.You actually have to read them to findpointers to other useful information sources.May 18, 2012 Discovery tools: a rearguard action? ELAG2012 42
  • 43. Related information Recommender systems Based on analysing usage statistics Loans DownloadsMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 43
  • 44. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 44
  • 45. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 45
  • 46. One unified front end All individual library search front ends replaced by one institutional front endMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 46
  • 47. One unified front end Focus on The Library as the place to find all you need Local Collections, subscriptions Introverted perspective lat ion = iso ion eg rat IntMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 47
  • 48. One unified front end Customers don’t care where they find stuff Institutional affiliation is only needed for delivery…. The ModelMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 48
  • 49. Slide from Tony Hirsts "A105 - Visionary Views" session at ILI2010Dave Pattern http://www.daveyp.com/blog/archives/1722
  • 50. BruceMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 50 Heterick http://www.casalini.it/retreat/2012_docs/heterick.pdf
  • 51. What’s new? Response time: fast Unlimited search scope (within limited set)May 18, 2012 Discovery tools: a rearguard action? ELAG2012 51
  • 52. What’s old? No unified multilingual subject search No unified unambiguous author search Limited setMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 52
  • 53. ? Time for the Big QuestionMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 53
  • 54. Bibliotekssystem som begrepp - är det yesterday’s news? • Är det t.o.m så att det ” The Big Question here is: do we need discovery systems based on börjar bli dags (på riktigt) centuries old physical library and att luckra upp innehållet i publishing practices? våra isolerade bibliotekssystem (på riktigt) Or do libraries need to really go and och låta vår data interagera look elsewhere and make use of new med omvärldens data (på online information sources and riktigt)? linked open data technology? [Lukas Koster]Kristin Olofsson, March 27 2012 http://www.kb.se/dokument/Libris/inspirationsnm%C3%B6ten/Front%20till%20librisinsp.pdf
  • 55. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 55
  • 56. Rearguard action? Rückzugsgefecht achterhoedegevecht combat d’arrière-garde reträttstrid azione di retroguardia accion de retaguardia baktroppen handling týlovou akciMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 56
  • 57. Rearguard action: The Free Dictionary: rearguard [‘rɪə,gɑːd] n 1. (Military) a detachment detailed to protect the rear of a military formation, esp in retreat 2. an entrenched or conservative element, as in a political party rearguard action a. an action fought by a rearguard b. a defensive action undertaken to try to stop something happening or continuing http://www.thefreedictionary.com/rearguardMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 57
  • 58. Rearguard actions Content providers Libraries System vendors CustomersMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 58
  • 59. Rearguard actions Content providers, publishers, aggregators Protect commercial position Business model based on 19th century conditions Peer reviewMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 59
  • 60. Rearguard actions Libraries Promote local physical collection Protect organisational position Focused on publicationsMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 60
  • 61. Rearguard actions Library system vendors Protect commercial position Dependent on content providers and librariesMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 61
  • 62. Rearguard actions Customers Conditioned by existing situation Publications: go to the library Anything else: go to Google, YouTube, FaceBookMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 62
  • 63. Rearguard actions Open acces Linked open data Nanopublications Social media Web Customer Collaboratories Datasets Libraries Publishers Vendors Information New Bibliographic FrameworkMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 63
  • 64. Forward! The Web…the Final Frontier… To explore strange new worlds… To boldly go where no one has gone before Unknown unknownsMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 64
  • 65. May 18, 2012 Discovery tools: a rearguard action? ELAG2012 65
  • 66. Examples! New Bibliographic Framework Webscale Next Generation ILS Research informationMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 66
  • 67. New Bibliographic Framework http://www.loc.gov/marc/transition/news/framework-103111.htmlMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 67
  • 68. New Bibliographic FrameworkNo local data sources for bibliographic data Summon 2 Primo 1 Summon 1 Primo 2 Discovery tools need to work with shared linked data sources May 18, 2012 Discovery tools: a rearguard action? ELAG2012 68
  • 69. Webscale Next Generation ILSMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 69
  • 70. Webscale Next Generation ILS Same old business model Same old content Same old silo structure New technical infrastructure Shared cataloguing (new??) Integration of print and electronic Back office workflowsMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 70
  • 71. Same old silos Alma IntotaSuper silosLocal silos Primo 1 Primo 2 Summon 1 Summon 2 May 18, 2012 Discovery tools: a rearguard action? ELAG2012 71
  • 72. Webscale Next Generation ILS Should be focusing on new Bibliographic FrameworkMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 72
  • 73. Research information Person Publication Person Research project Review Organisation Publication DatasetDiscovery tool, OPAC Research information systemMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 73
  • 74. Research information http://twitter.com/jamestoon/statuses/195423498649346048James Toon @jamestoon May 18, 2012 Discovery tools: a rearguard action? ELAG2012 74
  • 75. Informal assessment ofthe need for a discoverytool, January 2012 May 18, 2012 Discovery tools: a rearguard action? ELAG2012 75
  • 76. Assessment Outcomes Two different use cases: Research staff: one unified interface General public: promote KNAW collections Research staff : Needed: Subject area prefilter OR: Just use Web of Science/Google Scholar, etc.No real return on investment No need for organisation-wide discovery tool right nowMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 76
  • 77. Solutions http://www.slideshare.net/wilbanks/wilbanks-nfaisJohn Wilbanks @wilbanks May 18, 2012 Discovery tools: a rearguard action? ELAG2012 77
  • 78. Solutions Front end tools: Semantic/linked data search Search ‘trusted’ global data sources Resolve stored URIs on the fly Process metadata schemas Infrastructure: Publish Linked Open Data Add links Use persistent URIsMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 78
  • 79. Google Knowledge Graph http://googleblog.blogspot.in/2012/05/introducing-knowledge-graph-things-not.htmlMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 79
  • 80. All library data No silos All scholarly publications ? ? Primo 1 Primo 2 Summon 1 Summon 2May 18, 2012 Discovery tools: a rearguard action? ELAG2012 80
  • 81. Open up!May 18, 2012 Discovery tools: a rearguard action? ELAG2012 81
  • 82. Publishers Open access, share data Libraries Shift focus to information, curation System developers/vendors Provide general linked Information systemsMay 18, 2012 Discovery tools: a rearguard action? ELAG2012 82
  • 83. Real discovery is not a frontend issue, it’s an infrastructure issue http://www.flickr.com/photos/distillated/4019168148/May 18, 2012 Discovery tools: a rearguard action? ELAG2012 83