20110614 idssearch sunyla

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Presentation given at 2011 SUNYLA Conference at SUNY Plattsburgh.

Presentation given at 2011 SUNYLA Conference at SUNY Plattsburgh.

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  • Maybe talk here about what the 3 libraries customized: Oswego—defaults to “My Library”—but our analysis shows that users are still scoping out (and ILL still goes up). Find in links to eBooks, Juvenile Collection, and Teaching Resource Center local collections Get it Soon Button Good customizations to meet local needs while also facilitating resource sharing TC3—defaults to advanced search— Added a custom scope—TC3 and Cortland Find in links to—EBooks, Films on Demand, Reserves by instructor and course number, several databases (LRC, Ebsco) Suppressed Endnote link Good customizations to link to other resources Plattsburgh— Customized the Endnote/Refworks link
  • Shannon will tell his story about how a student who would have walked away with a book he or she didn’t want, actually ILL’d the book that was more appropriate—all because the local collection availability and ILL functionality were in easily discovered areas in the results list.
  • This is a screenshot of last month’s search scope usage. Draw attention to—differentiating between “user selected scope” and other data. Also shows the variety of scopes that IDS Search is serving.

Transcript

  • 1. IDS Search Built for Sharing
  • 2. What is IDS Search?
  • 3. The Code
    • CSS: 4,924 - 37 files
    • Java Script: 1,315 - 7 files
    • PHP: 13,425 - 151 files
    • Ruby: 1,839 - 24 files
    • Total: 21,503 - 219 files
  • 4. A Brief Overview
    • Integrates discovery and ILL borrowing
    • World Cat results plus local ILS call number/circ status
    • Search scope : local, IDS, and world-wide
    • Bells and whistles: Yahoo spell check, Google Books info, RSS feeds, etc.
    • Web-based, centrally hosted service
  • 5. Interface Design
    • Extensive Usability testing
      • University of Rochester
      • Eye tracking at Geneseo
    • Test pilot library focus groups
    • Seamless integration of several systems
    • Progressive disclosure of search options and item detail.
  • 6. How It Works
  • 7. What does it look like?
  • 8. Out of the Box
  • 9. Results Screen
  • 10. Item Detail
  • 11. Can I change the way it looks?
  • 12. Customization
  • 13. Customized Home Page
  • 14. Customized Results
  • 15. Customized Item Detail
  • 16. What can I customize?
  • 17. Customize the Header
    • What can you change here?
    • Colors
    • Logo
    • Background Image
  • 18. Customize the Groups
    • What can you change here?
    • Titles for existing groups
    • New groups custom to you library
  • 19. Customize Items in the Results
    • What can you change here?
    • Text for availability link
    • Text before and after “Get It” button
    • Text inside “Get It” button
    • Show/Hide service links (Cite, Permalink, Etc.)
  • 20. Customize the Limits
    • What can you change here?
    • Show/Hide any limit
    • Change title of any limit
  • 21. Customize the Links
    • What can you change here?
    • Add any custom link you want
      • Links to reserves?
      • Links to databases?
    • Completely remove list of links
  • 22. Customize E-Books
    • What can you change here?
    • Show or hide link to e-book version of book
      • Z39.50 look-up of the 856 record in your local record
    • Change title of link (eBook, E-Book, Electronic Book, Etc.)
  • 23. How do I customize it?
  • 24. Dashboard: Customization
    • Web-based, hosted service
    • CSS, visual styling
    • Options for search functionality
    • Allows libraries to match with local needs
  • 25. Dashboard: What it Looks Like
  • 26. How does it affect instruction?
  • 27. Teaching Concepts, Not Tools
    • IDS Search eliminates duplication of tools and interfaces.
    • Customize with “Find in” Custom Links to other commonly taught search tools (Ebsco, Local Collections), etc. to maximize time in 1-shot sessions.
  • 28.
    • Less click-by-click instruction
      • User does not leave IDS Search to use other services (OPAC, World Cat, ILLiad, spell check)
      • Focus on research concepts not Web site navigation.
      • As IDS Search is user friendly, can introduce ILL at earlier stages.
    Information Literacy Instruction
  • 29. IDS Search and Reference
    • Integrates ILL functionality into time sensitive reference transaction.
    • Reference transaction for ILL easier (one easy to use interface and tool)
    • Leverages IDS Project quick turnaround times for positive transactions.
    • Easy permalinks for virtual reference.
  • 30. Auto Search
    • If a search results in zero hits, IDS Search will automatically widen the search for the user:
    • Maintain user’s search terms
    • Remove any search limits
    • Change the scope to world wide
    • Change the index to key word
    • Change the sort order to relevance
    • * Auto Search assures that the user is presented with search results.
  • 31. Auto Search: Example
    • Search: 0765607395 (ISBN) in IDS Group
      • Zero Hits
    • Auto Search: 0765607395 (kw) in World Wide group
      • Found the item, and provided
        • Google preview
        • A link to ILLiad
          • Let user know that item was owned in 4 IDS member libraries
        • A link to the author
        • A link to the subject
      • Yes, search index was modified. But, ISBN can be found via keyword index
  • 32. Auto Search: Example
    • Search: Juvenile delinquents economics (su) in IDS Group
      • Zero Hits
    • Auto Search: Juvenile delinquents economics (kw) in World Wide group
      • Found 35 books
        • 5 were owned by IDS member libraries
      • Recommended 5 related subjects
  • 33. Auto Search: Example
    • Search: statistics of teen pregancy (kw) in my library
      • Zero Hits
      • Had Auto Search been disabled
        • Spelling correction would have been presented
          • Found 1 book
    • Auto Search: statistics of teen pregancy (kw) in world wide group
      • Found 1 book
      • A subject link to “Women’s Health” was provided
      • Spelling correction presented
        • Found 203 books
          • 19 were owned by IDS member libraries
        • Recommended 7 subjects
  • 34. Auto Search: Example
    • Search: The Bug That Plagued the Entire Third Grade (kw) in my library
      • Zero Hits
    • Auto Search:
      • Found the item, and provided:
        • A link to ILLiad
      • Item was not owned by library, consortia or IDS project
  • 35. Auto Search: Example
    • Search: somali pirates (su) in my library
      • Zero Hits
    • Auto Search: somali pirates (kw) in world wide group
      • Found 59 books
        • 1 owned by local library
          • Would not have been shown without auto search!
        • 9 owned by IDS member libraries
  • 36. Auto Search: Example
    • Search: Roghman Geertruid (kw) in my library
      • Zero Hits
    • Auto Search:
      • Zero Hits
      • Spelling Correction ( Rothman, Geertruid )
        • Zero Hits
    • What should have happened next?
  • 37. Point-Of-Need
    • Auto Search happens when help is needed most:
      • Zero Hits
    • Other actions possible
      • Email alert to reference staff?
      • Help form or chat box?
      • In an ideal world, the zero hits page would…
        • What do other library search tools offer?
  • 38. Auto Search: Failure Rates Buffalo State 21.5% Geneseo 16.6% Oswego 17.2% TC3 17.1% Potsdam 18.6% Purchase 18.6% Plattsburgh 12.1%
  • 39. Librarian Testimonial
    • “ Today at the front desk a student asked about GRE reviews. We searched the collection, and found no suitable records, we searched books and media [using IDS Search], the student found the perfect book. I helped him set up his ILLiad account and he ordered the book. He was very pleased. Thank you!”
  • 40. How does it affect my library?
  • 41. Promotes Interlibrary Loan
    • One click linking to ILL request form
    • ILL link displayed under item title
    • Owned and shared items displayed together
    • If results not found (zero hits) locally, Auto Search queries world-wide libraries
  • 42. Promotes Resource Sharing
    • Seamless inclusion of other library collections:
      • IDS
      • World-wide
      • Custom groups
    • Intuitive ILL
    • Documented increase in ILL requests
    • Leverage your IDS partnerships!
  • 43. Increases Borrowing
    • Oswego – 68% increase in borrowing
      • 1 year period (3,593 to 6,071)
    • Buffalo State – 95% increase in borrowing
      • 6 month period (526 to 1024)
  • 44. How do I know if it gets used?
  • 45. Information Literacy Instruction
    • IDS Search shows you how users search
      • Usage stats for all search parameters
      • Advanced/simple form
      • Filters
      • Indexes
      • Subject/author links
    • Reports are easy enough to run that Instruction librarians can generate reports.
  • 46. Evaluation
    • IDS Dashboard
      • Usage statistics
        • IDS and individual library breakdown
        • Weekly, monthly, and yearly breakdown
        • All aspects of search behavior
  • 47. IDS Search: Statistics
  • 48. Hour of the Day
  • 49. Day of the Week
  • 50. Month of the Year
  • 51.  
  • 52. Search Form
  • 53. Sort Keys
  • 54. Search Scope
  • 55. Query Index
  • 56. Auto Search
  • 57. How much is it?
  • 58. No Additional Cost
    • IDS libraries are flush with cash*, so we won’t mention that IDS Search is available to member libraries at no additional cost
    • * not intended to be a factual statement 
  • 59. How do I get it?
  • 60. Easy and Instant Set-Up
    • Remotely hosted service
      • No specialized/devoted staff to maintain
      • Minimal set up, no system maintenance
    • Only a World Cat API key is necessary
    • Z39.50 set up
      • same as z39.50 in ILLiad Customization Manager
      • Now, exposed in dashboard
    • Visual style/branding within minutes