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Discoverability presentation by Mary Somerville and Lettie Conrad

Discoverability presentation by Mary Somerville and Lettie Conrad

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Sage serials solutions_conrad-somerville_may2012_ms Sage serials solutions_conrad-somerville_may2012_ms Presentation Transcript

  • SAGE White Paper on Discoverability in the Twenty-First Century: Collaborative Opportunities for Publishers, Vendors, and Librarians Serials Solutions Company Meeting May 23, 2012 Mary M. Somerville, MLS, MA, PhD University of Colorado Denver, USA Lettie Y. Conrad, MA SAGE PublicationsDisclaimer: This white paper was supported by SAGE in an effort to contributefurther to the conversation and debate around discoverability. It does not necessarily Los Angeles | London | New Delhireflect the views or policies of SAGE. Additionally, the views of these presenters, Singapore | Washington DCwhile supported by SAGE, do not necessarily reflect the views or policies of SAGE.
  • Discoverability White Paper Scope: ● Best practices for access and discovery of content in libraries ● Big problems that publishers, vendors, and libraries need to solve ● Real solutions that librarians and publishers can implement ● Further observations for improving discoverability and visibility Source: Somerville, M. M., Schader, B. J., and Sack, J. R. Improving Discoverability of Scholarly Content in the Twenty-First Century: Collaboration Opportunities for Librarians, Publishers, and Vendors. A White Paper commissioned by SAGE. Thousand Oaks, CA: SAGE, 2012. http://surveys.sagepublications.com/Survey.aspx?surveyid=3431 Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Symbiotic (but disrupted and fragmented) Scholarly Ecosystem: ● Librarians manage systems for institutional collection, dissemination, and retrieval of scholarly corpus ● Publishers produce and promote authors‟ work through formats findable on the open Web and in library catalogs ● Publishers‟ technology vendors supply e-pub platforms and strategic SEO advice ● Libraries‟ technology vendors connect publishers‟ digital content to OPACs through ERMs and web scale discovery services Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Cross Sector Interviewees: ● Scholarly publishers and published authors ● Search engine developers, database providers, A&I services, and academic publishers ● Electronic Resource Management (ERM) and Integrated Library System (ILS) vendors ● Librarians who advance institutional discoverability … including Michael Buschman/Serials Solutions, Lettie Conrad/SAGE, Michael Gorrell/EBSCO, John Sack/HighWire Press, Jabin White/ITHAKA, Suzanne Kemperman/OCLC Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Discoverability (working definition):Scholars’ capacity to locate relevant contentin the scholarly corpus as needed to advanceresearch and other creative activity atappropriate points in workflow. Industry experts „ analysis found improved discoverability requires: • Initiating conversations about cross sector strategies • Discovery acceleration tools in familiar web environments • Detailed indexing for highly relevant and precise results • Seamless identification and fulfillment user experiences Los Angeles | London | New Delhi Singapore | Washington DC
  • Publishers & Discoverability: Learning New Tricks● Multiple screens, many channels – and growing exponentially● Metadata in various formats, delivered immediately● Value in semantic enrichment● Filtering agents – a new role for us!Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Publishers & the Open Web● Lack of control • Indexing driven by openness • Risks to traditional business models● SEO rules change regularly● New resource demands● Tensions between technical & editorial competenciesSerials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Publishers & Discovery Services ● Lack of control • Ranking algorithm • Display / brand • Updates / corrections ● New costs / demands on resource ● Disconnect from users ● New competitive challenge • A&I business has changed Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Libraries & DiscoverabilityContent• Scope and depth of content indexed• Richness (and consistency) of metadata• Frequency of content updates• Ease of incorporating local contentSearch• Simplicity of the interface• Quality of results, including relevance ranking• Ability to customize search and relevance settings• Availability of tools for navigating search results (clustering, facets)• Ease of incorporation into existing institutional access tools.• Support of user environments (mobile access, social-networking)Source: Luther, J., & Kelly, M. C. The next generation of discovery. Library Journal, March 15, 2011.Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Libraries & Discoverability (continued)Fit• Ease of implementation• Compatibility with existing software• Vendor priorities for future developments• Overall customer support, including reputation and experienceCost• As a new service in addition to continuing existing tools• Instead of other finding tools or delaying other upgrades• Justification in light of libraries‟ goals and objectives• Staff time for implementation, maintenance, and evaluationSource: Luther, J., & Kelly, M. C. The next generation of discovery. Library Journal, March 15, 2011. Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Published Studies from Europe, USA, Asia, & Australia:Aymonin, D., et al., Be realistic, demand the impossible: Comparison of 4discovery tools using real data at the EPFL Library. Technical Report, ĖcolePolytechnique Fėdėrale de Lausanne, Switzerland, December 19, 2011.Cai, H., et al. Effective approaches to the evaluation and selection of a discoverytool. In ICADL11 Proceedings of the 13th international conference on Asia-pacificdigital libraries: for cultural heritage, knowledge dissemination, and future creation,Springer-Verlag, 2011.Howard, D., & Wiebrands, C. Culture shock: Librarians‟ response to web scalesearch. 2011 ALIA Information Online Conference, Australia Library andInformation Association, February 2011.Pradhan, D. R., et al., Searching online resources in new discovery environments:A state-of-the-art review. 8th international CALIBER, Goa University, India, March2011. INFLIBNET Centre, Ahmedabad, Gujarat, India.Vaughan, J. Web scale discovery: what and why? Library Technology Reports47(1, January 2011), 5-11. Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Some „conversation starters‟ to improve discoverability and visibility,access and discovery, and usage and creation of the scholarlycorpus: ● Establish common standards for structured metadata, information organization, resource presentation, and usage statistics ● Explore and implement cross-platform and cross-publisher industry best practices and shared standards ● Create online product interfaces and publisher website designs that conform to (yet to be determined) standards and functionalities ● Monitor (changing) researcher behaviors and apply findings to publisher and library educational tools and system and interface redesigns Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Collaboration Through Combination of Technologies, Standards,and Practices: ● Open URL (link resolver) navigation technology that shows options for obtaining target content and shows „best‟ version of scholarly content for which users have „rights‟ through academic affiliation validated by institutional authentication (National Information Standards Organization/NISO and Knowledge Bases and Related Tools/KBART) ● Open Researcher and Contributor ID/ORCID assigns unique identifiers to associate researches and entities with research outputs, identifies version of record and most recent or authoritative version of given work through its life publication cycle (NISO has also recommended standard version terms and CROSSRef has released a new feature for version validation, CrossMark) Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Collaboration Through Combination of Technologies, Standards,and Practices (continued): ● ScholarlyArticle offers structured data schema to enable improved discovery of appropriate content through consideration of a variety of unique properties, including publisher, editor, reviewer, genre, reviews, ratings, institution, location, creation date, and modification date, as well as author, title, and source – all value added signifiers of provenance and authority Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Recent Developments in Cross SectorCommunication and Collaboration: New NISO Open Discovery Initiative Committee will convene open discovery libraries, information content providers, and discovery service providers to develop formal standards and recommended best practices for „next generation‟ library discovery services using an aggregated index search of a wide range of resources, licensed and free, from multiple providers. This will necessarily require, for instance, creation of consistent vocabulary and business practices to clarify exactly which resources are available in uniquely licensed and purchased electronic content and which are indexed in full text or by citations only, or both, and whether the metadata derives from aggregated databases or directly though the full text. (released October 25, 2011) Los Angeles | London | New Delhi Singapore | Washington DC
  • Recent Developments in Cross SectorCommunication and Collaboration (continued): National Federation of Advanced Information Service (NFAIS) Discovery Service Code of Practice Draft: “discovery services have the potential to provide ease of information discovery, access, and use, benefitting not only its member organizations, but also the global community of information seekers. However, the relative newness of these services has generated questions and concerns among information providers and librarians as to how these services meet expectations with regard to issues related to traditional search and retrieval services; e.g., usage reports, ranking algorithms, content coverage, updates, product identification, etc. Accordingly, this document has been developed to assist those who choose to use this new distribution channel through the provision of guidelines that will help avoid the disruption of theAngeles | |London |balance Los delicate New Delhi Singapore Washington DC of interests involved.” (released to NISO, Feb 1, 2012)
  • Recent Developments in Cross SectorCommunication and Collaboration (continued): COUNTER Code of Practice for Usage Factors Draft: “ provides specifications for the recording and reporting of Usage Factors that are consistent with the COUNTER Code of Practice for E-resources. …including specifications for the metadata to be recorded, the content types and article versions whose usage may be counted, as well as the Publication Period and Usage Period to be used.” (released Mar 2012) Los Angeles | London | New Delhi Singapore | Washington DC
  • Recent Study on Collaboration Opportunities Between Publishers,Librarians, and Vendors: Libraries at Webscale (OCLC) January 2012 reports on the question: “what next?” and concludes “big collaboration in the information ecosystem will come not only from broader collaboration across libraries, library groups, consortia, and partnerships across the broader knowledge community – across researchers, publishers, commercial vendors, and Webscale providers such as Google, Amazon, and Facebook.” (page 31) Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • OCLC Libraries at Webscale „Thought Leaders‟ Recommendations: • “Connect users with content regardless of format or where it is stored by creating new models of partnership with all types of content providers • Develop new forms of knowledge through dialogue and discourse that are easily distributed, reviewed, and added to the collective collection • Build creative „spaces‟ that encourage collaborations of pure exploration and invention among any ecosystem members, organizations, or groups • Build bridges, links, and tunnels to wells of information that make it easy to find, connect, compare, mix, or mash up all content into any format.” (p. 32-33) Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi Singapore | Washington DC
  • Serials Solutions Company Meeting, May 23, 2012 Los Angeles | London | New Delhi http://surveys.sagepublications.com/Survey.aspx?surveyid=3431 Singapore | Washington DC