Holy grail or leaky cup',

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Holy grail or leaky cup',

  1. 2. Summon Holy Grail or leaky cup?
  2. 3. The Holy Grail <ul><li>Improve the research experience </li></ul><ul><ul><li>Simplicity (or, hidden complexity) </li></ul></ul><ul><ul><ul><li>Complete integration of print and electronic </li></ul></ul></ul><ul><ul><ul><li>Easy to learn ( + instruct!) </li></ul></ul></ul><ul><ul><ul><li>Easy access to article-level resources </li></ul></ul></ul><ul><ul><ul><li>Easy to authenticate </li></ul></ul></ul><ul><ul><li>Remove barriers between libraries & users </li></ul></ul><ul><li>Compete more effectively with Google </li></ul><ul><ul><li>Promote the use of quality-assured information </li></ul></ul><ul><ul><ul><li>“ Returning the researcher to the library” (Library Journal webcasts) </li></ul></ul></ul><ul><ul><li>Meet expectations / stay relevant </li></ul></ul><ul><li>Return on investment </li></ul>
  3. 4. An unholy mess? <ul><li>Library Catalogue </li></ul><ul><li>Federated search </li></ul><ul><li>Vertical search </li></ul><ul><li>A&I, FT </li></ul>
  4. 7. Summon – what is it? <ul><li>Web-scale discovery (unified discovery) </li></ul><ul><ul><li>Google-like (speed, convenience, practices & presentation) </li></ul></ul><ul><ul><li>Sounds like WorldCat but… </li></ul></ul><ul><ul><li>Looks like vertical search but… </li></ul></ul><ul><ul><li>Single search box access to full breadth of collection </li></ul></ul><ul><ul><li>Centralised index of pre-harvested content </li></ul></ul><ul><ul><li>Built with entirely new technology </li></ul></ul><ul><ul><li>Based on extensive end-user studies </li></ul></ul><ul><ul><li>Developed with libraries and content providers </li></ul></ul><ul><ul><li>Promises to be a great leap forward </li></ul></ul><ul><ul><ul><li>Simple idea </li></ul></ul></ul><ul><ul><ul><li>Google model </li></ul></ul></ul><ul><ul><ul><li>What took so long? </li></ul></ul></ul>
  5. 8. Summon – who’s involved? <ul><li>Serials Solutions </li></ul><ul><ul><li>Head start (content & functionality): </li></ul></ul><ul><ul><ul><li>Discovery & management services </li></ul></ul></ul><ul><ul><ul><ul><li>KnowledgeWorks, 360, Ulrich’s, RefWorks, COS, AquaBrowser, WebFeat </li></ul></ul></ul></ul><ul><ul><ul><li>ProQuest </li></ul></ul></ul><ul><ul><ul><ul><li>CSA, UMI, Chadwyck-Healey, Dialog, SIRS, eLibrary </li></ul></ul></ul></ul><ul><ul><li>Experience hosting systems </li></ul></ul><ul><ul><li>Relationships with content providers </li></ul></ul><ul><li>Development team & process </li></ul><ul><ul><ul><li>Team – Microsoft, IEEE, VuFind, Google, MediaLab </li></ul></ul></ul><ul><ul><ul><li>Agile development </li></ul></ul></ul><ul><ul><ul><ul><li>Speed & quality </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>began development Autumn 2008 - launched worldwide beta testing in January </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Liverpool: baby steps to beta in 8 weeks > open beta within 8 weeks > live service? </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><li>Responsiveness to feedback </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Weekly updates </li></ul></ul></ul></ul>
  6. 9. Summon – how does it work?
  7. 10. Summon – how does it work? <ul><li>The Unified Search Index </li></ul><ul><ul><li>Pre-indexes everything </li></ul></ul><ul><ul><ul><li>local data taken into Summon index </li></ul></ul></ul><ul><ul><ul><li>methods: FTP, OAI, USB, etc. </li></ul></ul></ul><ul><ul><ul><li>formats: XML (EAD), HTML, PDF, delimited ASCII, MARC, etc. </li></ul></ul></ul><ul><ul><ul><li>importance of good data </li></ul></ul></ul><ul><ul><li>Data normalised to Summon schema </li></ul></ul><ul><ul><li>Relevance ranking of books and articles together </li></ul></ul><ul><li>Search architecture </li></ul><ul><ul><li>Apache Solr </li></ul></ul><ul><ul><ul><li>Powerful extension of Lucene </li></ul></ul></ul><ul><ul><ul><li>Advanced full-text search capabilities </li></ul></ul></ul><ul><ul><ul><li>Optimised for high volume web traffic </li></ul></ul></ul><ul><ul><ul><li>Standards based open interfaces </li></ul></ul></ul><ul><ul><ul><li>Scalability – other search servers </li></ul></ul></ul><ul><ul><ul><li>Flexible and adaptable </li></ul></ul></ul><ul><ul><ul><li>Extensible plugin architecture </li></ul></ul></ul><ul><ul><ul><li>Support for dynamic faceted browsing and filtering </li></ul></ul></ul>
  8. 11. Summon – how does it work? <ul><li>Ingesting local content </li></ul><ul><ul><li>e-Resources entitlements </li></ul></ul><ul><ul><ul><li>Client centre / SFX holdings export </li></ul></ul></ul><ul><ul><li>Bibliographic data </li></ul></ul><ul><ul><ul><li>FTP > MARCXML > mapped to Summon schema </li></ul></ul></ul><ul><ul><ul><li>local Summon server - daily update feed </li></ul></ul></ul><ul><ul><ul><li>check item status – API </li></ul></ul></ul><ul><ul><li>Archival data – M2M services (SRU, Z39.50, OAI-PMH) </li></ul></ul><ul><ul><li>Institutional Repository – OAI-PMH </li></ul></ul><ul><li>Interface – Ajax, css </li></ul><ul><li>Authentication – in front / behind? </li></ul><ul><ul><li>barrier to searching…90% drop-off in use </li></ul></ul><ul><ul><li>… but Terms & Conditions </li></ul></ul><ul><ul><ul><li>A&I providers </li></ul></ul></ul><ul><ul><ul><li>Summon </li></ul></ul></ul>
  9. 12. Summon – how does it work? <ul><li>“ The mega-index of content” </li></ul><ul><ul><li>half a billion records </li></ul></ul><ul><ul><li>6,000+ publishers </li></ul></ul><ul><ul><li>50,000 + journal titles </li></ul></ul><ul><ul><ul><ul><li>http://www.serialssolutions.com/assets/publications/Summon-represented-titles.pdf </li></ul></ul></ul></ul><ul><ul><li>scores of scholarly publishers and university presses </li></ul></ul><ul><ul><ul><li>launched in January with ProQuest, Gale, Springer, Taylor & Francis and SAGE </li></ul></ul></ul><ul><ul><ul><li>LexisNexis, Publishing Technology (IngentaConnect), ThomsonReuters (Web of Science), ABC-CLIO, IEEE, Emerald, Scitation, The Royal Society </li></ul></ul></ul><ul><ul><li>...and growing by the week </li></ul></ul><ul><ul><ul><li>MLA International Bibliography, Ingram Digital (MyiLibrary), PsycArticles and PsycCritiques, M.E. Sharpe, Knovel, IBIS, RMIT, Hart, Allen & Unwin </li></ul></ul></ul><ul><ul><li>Create a movement of publishers and aggregators </li></ul></ul><ul><ul><ul><li>Critical mass </li></ul></ul></ul><ul><ul><ul><li>Discovery or obscurity? </li></ul></ul></ul>
  10. 13. Quick & simple
  11. 14. Quick & simple 0 – 4.3 million in 2 seconds!
  12. 15. Advanced search
  13. 16. Results display
  14. 17. Results display - articles
  15. 18. Results display - books Item status check - incl. multiple copies
  16. 19. Results display - archives
  17. 20. Refining results <ul><li>Full-text filter </li></ul><ul><li>Scholarship filter </li></ul><ul><li>“ Mega-index” </li></ul>
  18. 21. Refining results Extent of collections at a glance
  19. 22. Refining results – more options
  20. 23. Refining results – more facets
  21. 24. Saving & exporting
  22. 25. Saving & exporting
  23. 26. Saving & exporting
  24. 27. Saving & exporting
  25. 28. Other features <ul><li>Times cited </li></ul><ul><ul><li>Other significant resources </li></ul></ul><ul><ul><li>Web of Science – others? </li></ul></ul><ul><ul><li>usage-based recommendations / bX Recommender? </li></ul></ul><ul><li>“ Did you mean?” suggestions </li></ul><ul><ul><li>British vs. American spelling differences </li></ul></ul><ul><li>Mobile app (for iPhone, Blackberry, Android, Palm or Windows Mobile) </li></ul><ul><ul><li>Auto download </li></ul></ul><ul><ul><li>Full-text </li></ul></ul><ul><li>Open API </li></ul><ul><ul><li>pre-selected search targets in departmental web pages </li></ul></ul><ul><ul><li>course management software modules </li></ul></ul>
  26. 29. In summation <ul><li>Feedback </li></ul><ul><ul><li>Usage stats? </li></ul></ul><ul><ul><li>Summon & informal mechanisms </li></ul></ul><ul><ul><li>University – unanimous approval </li></ul></ul><ul><ul><li>Library staff – curbing enthusiasm </li></ul></ul><ul><li>Performance </li></ul><ul><ul><li>Speed & simplicity - vast improvement </li></ul></ul><ul><ul><li>Consistent results, clearly displayed </li></ul></ul><ul><ul><li>Relevant results </li></ul></ul><ul><ul><ul><li>Book rankings / newspaper noise </li></ul></ul></ul><ul><ul><ul><li>Simple, obvious starting point </li></ul></ul></ul><ul><ul><ul><li>Still value native interfaces...for how long? </li></ul></ul></ul><ul><ul><ul><ul><li>Content, tailored indexes </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Summon has the superior search engine – more thorough? </li></ul></ul></ul></ul><ul><ul><ul><li>De-duplication </li></ul></ul></ul><ul><ul><li>Powerful results management </li></ul></ul>
  27. 30. In summation <ul><li>Coverage </li></ul><ul><ul><li>Breadth and depth but... </li></ul></ul><ul><ul><ul><li>Effectively represent academic libraries in UK? </li></ul></ul></ul><ul><ul><ul><ul><li>US site: </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>99% of top 100 downloaded titles </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>100% of top 50 JSTOR titles </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>100% of their top 50 titles from OCLC databases </li></ul></ul></ul></ul></ul><ul><ul><ul><li>Law, Science Direct (Ingenta metadata?), EBSCO </li></ul></ul></ul><ul><ul><ul><li>Much more useful than federated search </li></ul></ul></ul><ul><ul><li>Content is critical </li></ul></ul><ul><ul><ul><li>...or what happens about unharvestable content </li></ul></ul></ul><ul><ul><ul><li>Will federated search ever go away? </li></ul></ul></ul><ul><ul><li>Coverage </li></ul></ul><ul><ul><ul><li>Greater transparency of what’s being searched </li></ul></ul></ul><ul><ul><ul><li>how do I know what’s there, from where? </li></ul></ul></ul>
  28. 31. In summation <ul><li>Access to full-text </li></ul><ul><ul><li>Summon / SFX interoperability </li></ul></ul><ul><ul><ul><li>Cannot use date to resolve (but ArticleLinker does) </li></ul></ul></ul><ul><ul><ul><ul><li>Newspaper articles </li></ul></ul></ul></ul><ul><ul><ul><li>SFX cannot link into CSA </li></ul></ul></ul><ul><ul><ul><ul><li>STM workaround - Scopus and Pubmed </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Arts and Social Sciences? </li></ul></ul></ul></ul><ul><ul><ul><li>Two-character first names (eg. Chinese name Li) </li></ul></ul></ul><ul><ul><ul><ul><li>SFX inserts full stops > searches for L.I. > search fails! </li></ul></ul></ul></ul><ul><ul><li>Dead ends - dissertations and patents </li></ul></ul><ul><ul><ul><li>Neither SFX nor ArticleLinker seems to work – where next? </li></ul></ul></ul><ul><li>Access to native interfaces </li></ul><ul><ul><li>Subject access still required? </li></ul></ul><ul><ul><li>Summon ‘Recommender’? </li></ul></ul><ul><ul><ul><li>which resources the most / best results come from </li></ul></ul></ul><ul><ul><ul><li>link to native interfaces </li></ul></ul></ul>
  29. 32. In summation <ul><li>Alternatives - none available but... </li></ul><ul><ul><li>EBSCO Discovery Service (by end of 2009?) </li></ul></ul><ul><ul><ul><li>Unified + federated search </li></ul></ul></ul><ul><ul><ul><li>Scaled-up version of their existing search engine </li></ul></ul></ul><ul><ul><ul><li>Demo? / facets? </li></ul></ul></ul><ul><ul><ul><li>“ 7 times as many 3rd party content partners as any other discovery service” </li></ul></ul></ul><ul><ul><ul><li>subscription agent - established relationships with publishers </li></ul></ul></ul><ul><ul><ul><li>aggregated full-text database products are larger than ProQuest’s </li></ul></ul></ul><ul><ul><ul><li>less embargoed content </li></ul></ul></ul><ul><ul><li>Ex Libris – Primo Central </li></ul></ul><ul><ul><ul><li>Unified + federated search </li></ul></ul></ul><ul><ul><ul><li>Content providers? </li></ul></ul></ul><ul><ul><li>Deep Web Technologies (fed & unified) </li></ul></ul><ul><ul><li>Battle for supremacy </li></ul></ul>
  30. 33. <ul><ul><li>http://liv.summon.serialssolutions.com </li></ul></ul>
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