A Faceted Interface to the Library Catalog

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Implementation of a faceted library catalog search interface for the NCSU Libraries using Endeca software

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  • A Faceted Interface to the Library Catalog

    1. 1. A Faceted Interface to the Library Catalog Tito Sierra NCSU Libraries ALA Midwinter Meeting January 20, 2007
    2. 2. Outline <ul><li>Motivation </li></ul><ul><li>Demo </li></ul><ul><li>Key Features </li></ul><ul><li>Faceted Navigation </li></ul><ul><li>Facet Usage Statistics </li></ul><ul><li>Implementation Challenges </li></ul><ul><li>Reflections </li></ul>
    3. 3. Motivation <ul><li>Improve the library catalog user experience </li></ul><ul><li>Exploit existing authority infrastructure ( make MARC data work harder! ) </li></ul>
    4. 4. Endeca at NCSU <ul><li>Endeca used to improve the discovery portion of the library catalog </li></ul><ul><li>Endeca software indexes 1.6 million MARC records exported nightly from Sirsi Unicorn ILS </li></ul><ul><li>Backend functions of ILS remain intact </li></ul>
    5. 5. What is Endeca? <ul><li>Software company based in Cambridge, MA </li></ul><ul><li>Search and information access technology provider for several major e-commerce websites </li></ul><ul><li>Developers of the Endeca Information Access Platform </li></ul>
    6. 6. Why Endeca? <ul><li>Configurable relevance ranking </li></ul><ul><li>Improved response time </li></ul><ul><li>Better search features </li></ul><ul><li>Better subject access by turning metadata into facets </li></ul>
    7. 7. Demo
    8. 8. Key Features <ul><li>Relevance ranking </li></ul><ul><li>Search comforts </li></ul><ul><li>True browse </li></ul><ul><li>Faceted navigation </li></ul>
    9. 9. Relevance Ranking <ul><li>Based on a locally managed and customizable algorithm </li></ul><ul><li>Factors </li></ul><ul><ul><li>Query as entered most relevant </li></ul></ul><ul><ul><li>Field match weighting (title > notes field) </li></ul></ul><ul><ul><li>Number of fields matched </li></ul></ul><ul><li>Lots of other levers and dials to tweak </li></ul>
    10. 10. Search Comforts <ul><li>“ Did you mean…” suggestions </li></ul><ul><li>Automatic spell correction </li></ul><ul><li>Stemming </li></ul><ul><li>Sort options </li></ul>
    11. 11. True Browse <ul><li>Browse by Library of Congress Classification without entering search terms </li></ul>
    12. 12. Faceted Navigation <ul><li>What is it? </li></ul><ul><li>Why do it? </li></ul>
    13. 13. What is Faceted Navigation?
    14. 14. What is Faceted Navigation? <ul><li>Search and browse in a single interface </li></ul><ul><li>Facets can vary in scope </li></ul><ul><ul><li>What is the item about? </li></ul></ul><ul><ul><li>What kind of item is it? </li></ul></ul><ul><ul><li>Where is it? </li></ul></ul><ul><li>Enables users to narrow results </li></ul>
    15. 15. Why Faceted Navigation? <ul><li>Information Foraging (Pirolli and Card) </li></ul><ul><ul><li>People seek maximum benefit for minimal effort when searching for information </li></ul></ul><ul><ul><li>People look for clues to determine if they are on the right path </li></ul></ul><ul><li>Faceted results provide clues </li></ul><ul><li>Help users help themselves </li></ul>
    16. 16. Faceted Navigation on the Web
    17. 17. Faceted Navigation on the Web
    18. 18. Faceted Navigation on the Web
    19. 19. Faceted Navigation in Libraries
    20. 20. Faceted Navigation in Libraries
    21. 21. Faceted Navigation in Libraries
    22. 22. Faceted Navigation in Libraries
    23. 23. Facets Implemented at NCSU <ul><li>Availability </li></ul><ul><li>Author </li></ul><ul><li>Library </li></ul><ul><li>Format </li></ul><ul><li>Language </li></ul><ul><li>Browse: New </li></ul><ul><li>LC Classification </li></ul><ul><li>Subject: Topic </li></ul><ul><li>Subject: Genre </li></ul><ul><li>Subject: Region </li></ul><ul><li>Subject: Era </li></ul>
    24. 24. Facet Usage Statistics July - November 2006
    25. 25. Facet Usage Statistics July - November 2006
    26. 26. Facet Usage Statistics July - November 2006
    27. 27. Implementation Challenges <ul><li>Facet selection </li></ul><ul><li>Interface design </li></ul><ul><li>Data issues </li></ul>
    28. 28. Facet Selection
    29. 29. Interface Design <ul><li>Iterative approach using wireframes </li></ul><ul><li>Eight major revisions in a four month period </li></ul><ul><li>Still lots of room for improvement </li></ul>
    30. 30. Interface Design <ul><li>Iterative approach using wireframes </li></ul><ul><li>Eight major revisions in a four month period </li></ul><ul><li>Still lots of room for improvement </li></ul>
    31. 31. Interface Design <ul><li>Iterative approach using wireframes </li></ul><ul><li>Eight major revisions in a four month period </li></ul><ul><li>Still lots of room for improvement </li></ul>
    32. 32. Data Issues <ul><li>ILS data with MARC-8 encoding => Text data with UTF-8 encoding </li></ul><ul><li>Data consistency between ILS and Endeca catalog indexes (updates!) </li></ul><ul><li>Data issues revealed by exposing metadata (ex: subject headings) in facets </li></ul>
    33. 33. Reflections <ul><li>Faceted navigation enables new ways to discovery resources </li></ul><ul><li>Library collections often contain rich descriptive metadata… exploit this! </li></ul><ul><li>We have much to learn about how to optimize these interfaces for the user </li></ul>
    34. 34. More Information <ul><li>NCSU Endeca Project Site: </li></ul><ul><li>http://www.lib.ncsu.edu/endeca </li></ul><ul><li>ITAL Article: </li></ul><ul><li>Antelman, K., Lynema, E., & Pace, A. (2006). &quot;Toward a 21st Century Library Catalog,&quot; Information Technology and Libraries, 25(3). </li></ul>
    35. 35. Thanks! <ul><li>Tito Sierra </li></ul><ul><li>Asst. Head of Digital Library Development </li></ul><ul><li>NCSU Libraries </li></ul><ul><li>[email_address] </li></ul>

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