Discovery Systems: Connecting the 21st Century Academic User to Content
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Discovery systems couple a central index of metadata and content with a feature-rich discovery layer to help users find information. UCF's discovery service indexes over 690 million records from various sources and links users to full text over 80% of the time. Studies found it included relevant high-quality content for nursing and science papers. Embedding discovery into learning management systems reduces cognitive load for online students and simplifies accessing full text from courses. Discovery services also expose open access outputs by including them prominently.
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Discovery Systems: Connecting the 21st Century Academic User to Content
- 1. Discovery Systems Connecting the 21st Century Academic User to Content II Seminario Bibliotecas Universitarias del siglo XXI, Bogota, Columbia, 24 Mar 2015. Athena Hoeppner Electronic Resources Librarian University of Central Florida, Orlando, USA Creating digital collections Integrated library systems Online Public Access Catalogs Metadata schema Institutional repositories Access and authentication Link resolvers Discovery services Network and internet technologies
- 2. Three Discovery Projects • Discovery for Advanced Academic Users: Bibliographic Study • Embedding Discovery into Learning Management Systems • Exposing Open Access and Scholarly Output
- 3. Discovery System Overview Resource Discovery systems couple… a pre-harvested central index of metadata and content… … with a richly featured discovery layer.
- 4. What Goes Into The Central Index? WSD/Vendor Agreements Publisher Supplied Library Subscriptions Free/ Open Access Library Supplied CENTRAL INDEX arXiv DOAJ HathiTrust MEDLINE LexisNexis Scopus Gale OneFile MARC IRs DigitizedINSPEC ISI CINAHL Cochrane Springer Wiley T&F OUP Elsevier
- 5. Discovery Layar Embebed on the Library Site Books Articles Journals GoSearch: Keywords, titles, authors… Ask |Reserves | Hours | ILL | Your Account Your University Library
- 6. Discovery Search Results Page How venture capital works. A u t h o r : C h r i s t i a n S c i e n c e M o n i t o r ( 1 9 0 8 - C u r r e n t f i l e ) I S S N : 0 1 4 5 - 8 0 2 7 D a t e : 0 3 / 1 1 / 1 9 8 5 . Search: Venture YU Library | Ask |Reserves | ILL | Your Account 700,000 hits Sort: RelevancyDates 1859 <- > 2011 Type Article Book Electronic …more Subject Finance Genetics Brothers …more Library Main A The Venture cloning method. Author: -Thadius S. Venture ISBN: 01-0045-802 Date: 2008 B Full Text Super Science Library QH 442 V7 2008 Due: Yesterday!! Go
- 8. Three Discovery Projects • Discovery for Advanced Academic Users: Bibliographic Study • Embedding Discovery into Learning Management Systems • Exposing Open Access and Scholarly Output
- 9. Bibliometric Study: Graduate Nursing Papers • Does UCF’s Discovery service include sufficient content of high enough quality? • Does it provide convenient full text access? • Does it surface relevant items through common search techniques?
- 10. NGR6813 Final Papers: Integrative Review • 34 Final Papers • Examined Methods • Methods section describes databases searched and terms used. • Consolidated and De- duplicated References • 520 unique items
- 11. Which Index Includes the Cited Items? • Searched by item title in: • MEDLINE • CINAHL • Google Scholar • EBSCO Discovery Service (OneSearch) • Recorded: • Was the item discovered in the database/index? • What is the database source of the record? • Source of full text
- 12. Indexes Searched by Students 0 5 10 15 20 25 30 35 1 Soc/Gov/Org Dynamed GoogleScholar Ovid OneSearch Health Source PubMed Other PsycInfo ERIC Medline Cochrane CINAHL
- 13. Cited Items Found per Index 520 Cited Items Found Not Found GoogleScholar 439 81 OneSearch 459 61 CINAHL 341 179 MEDLINE 370 150 439 81 459 61 341 179 370 150
- 14. Nursing: Database Supplying the Record to EBSCO Discovery 0 50 100 150 200 250 300 350 EDS Record Source CINAHL FT MEDLINE UCF Catalog ReferenceSearch Cochrane Academic Search Premier BiologicalAbstracts HealthSource PsycINFO ScienceDirect WoS BritishLibrary BusinessSourcePremier Credo FRANCIS OIAster OmniFile PsycArticles
- 15. Full Content Option Showing in EDS 487, 94% 20,… 13, 2% Full Text No Full Text Print Owned
- 16. Links to Full Text per Index Full Text Available GoogleScholar 410 OneSearch 429 CINAHL 329 MEDLINE 370 410 429 329 370
- 17. Bibliometrics Study II: Works Cited in Published Articles 1968-2010 • Selected 10 papers by UCF authors • Exported of cited references list from Web of Science • 236 articles in the consolidated list • Is the article in OneSearch? • What is the database source of the record? • Is there a full text link?
- 18. Articles and Full Text Discoverable in OneSearch (EDS) 1 Articles with hits 224 Articles with Full Text 193 0 50 100 150 200
- 19. Database Source for Article Record in EDS Total JSTOR Journals 73 Science Citation Index 54 EDS 30 Business Source Premier 26 Academic OneFile 26 OAIster 17 arXiv 16 ScienceDirect 15 NoRecord 12 EconLit 8 Applied Science & Tech. FT 7 MEDLINE 5 Humanities & Social Sci. 1907-1984 4 Social Sciences Citation Index 3 FRANCIS 3 0 20 40 60 80
- 20. Full Text Options for First and Second Match 38% 47% 6% 3% 6% Hosted SFX arXiv OAIster Show options
- 21. Discoverable and Convenient Full Text • 95% of the 236 articles were found in OneSearch • 87% connect to full text • 82% connect to full text with just 1 or 2 clicks
- 22. UCF’s Discovery Index Contents • UCF has 129 Data Sources turned on in EDS • MARC loads for catalog • Digitized collections loaded • EDS basic index • Hundreds of A/I indexes • JSTOR, ScienceDirect, and many more publishers 690,626,504 Records!
- 23. Bibliometrics Final Thoughts • EBSCO Discovery includes relevant, high quality content that is a good match for UCF researchers. • More than 80% Discovery records conveniently link to full text for article items selected by UCF researchers. Do UCF users search it effectively?
- 24. Discovery Features and Search Tools for Users • Effective and easy Basic Search • Fielded Search • Facets, Limitors, Refining • End User Accounts and Personalization • Widgets, Recommenders, and Additional services
- 25. Unused Discovery Functions How venture capital works. A u t h o r : C h r i s t i a n S c i e n c e M o n i t o r ( 1 9 0 8 - C u r r e n t f i l e ) I S S N : 0 1 4 5 - 8 0 2 7 D a t e : 0 3 / 1 1 / 1 9 8 5 . Search: Venture YU Library | Ask |Reserves | ILL | Your Account 700,000 hits Sort: RelevancyDates 1859 <- > 2011 Type Article Book Electronic …more Subject Finance Genetics Brothers …more Library Main A The Venture cloning method. Author: -Thadius S. Venture ISBN: 01-0045-802 Date: 2008 B Full Text Super Science Library QH 442 V7 2008 Due: Yesterday!! Go
- 26. Relevancy Ranking Typical Ranking Factors: • Weighted fields (subject, abstract, etc.) • Exact match of term with field • Density of terms in a record • Publication date/currency • Document type • Document length • Locally owned (MARC load)
- 27. Three Discovery Projects • Discovery for Advanced Academic Users: Bibliographic Study • Embedding Discovery into Learning Management Systems • Exposing Open Access and Scholarly Output
- 28. UCF Students and Learning Online • 38% of UCF Credit Hours are taught fully or partially online • 75% of students enroll in at least one online course per year
- 29. A collaboration: Center for Distributed Learning and Library Online Courses Tool: Canvas UCF Libraries and OneSearch Discovery Systems: Connecting
- 32. OneSearch Lite: EBSCO Discovery for Full Text Articles
- 33. One Click to Embed a Link onto a Course Page
- 34. Article Title on Course Page Links to EDS Detailed Record
- 35. Made by UCF for Everyone • Used over 2500 times by UCF faculty • Coded by Shea Silverman at UCF • Uses EBSCO Discovery API • Is an LTI (Learning Tools Interoperability)
- 36. Achieving Oneness: Discovery Service and Online Learning • Reduces cognitive load • Keeps students and faculty in a familiar context • Reduces need to search multiple indexes • Simplifies linking to full text • Focus on learning, not on searching
- 37. Three Discovery Projects • Discovery for Advanced Academic Users: Bibliographic Study • Embedding Discovery into Learning Management Systems • Exposing Open Access and Scholarly Output
- 38. Tools for Discovering Articles • Journals List • Discovery Service • Indexes/Abstracts • Catalog • Google Scholar
- 39. Tools for Discovering Open Access Articles • : • DOAJ • OA journal publisher sites • Specialized listings and directories • OA advocacy an awareness sites
- 40. Author Publishes in an Open Access Journal Institutional Repository Subject Repository Open Access Journal
- 41. Open Access in the Central Index WSD/Vendor Agreements Publisher Supplied Library Subscriptions Free/ Open Access Library Supplied CENTRAL INDEX arXiv DOAJ IRs Springer Wiley T&F Elsevier
- 42. User Looks for Articles • Can I access this? • Will it cost money? • Do I have to log in? • Can I share this with non-student friends?
- 43. Open Access Icon In OneSearch (EDS)
- 44. Making the OA Indicator: Exporting Link Resolver Data Link Resolver Knowledgebase All Full Text Holdings Journals List and Menus Open Access Journals and Menu OA Full Text Holdings Export Files
- 45. Making the OA Indicator: Loading Link Resolver Data into EDS EBSCO Discovery Layer Link Resolver Knowledgebase All Active Full Text Holdings Journals List and Menus Open Access Journals List and Menu OA Full Text Holdings EBSCO Admin Local Collections Custom Links Custom Links OA All FT
- 46. Open Access Only Versions of OneSearch and Online Journals List OneSearch Unlocked: Combining quality indexing, superior relevancy ranking, and open access. Find Open Access content using the OneSearch, UCF's implementation of EBSCO Discovery Service. Open and Free eJournals A-Z: The best open content all in one convenient, searchable, journal list.
- 47. Promoting OA for Authors and Users • The OA Icon • Raises awareness of OA in general • Demonstrates to authors that their OA articles will stand out • Teaches students about OA
- 48. Discovery Services and Other Systems Working Together 1. Discovery + Rich Subject Indexes: • Reduces need to search multiple indexes 2. Discovery + Link Resolver: • Simplifies access to full text • Promotes use of Open Access 3. Discovery + Sistemas de Gestión de Aprendizaje: • Reduces cognitive load • Promotes use of Library subscriptions
- 49. Discovery Systems: Connecting the 21st Century Academic User to Content. II Seminario Bibliotecas Universitarias del siglo XXI, Bogota, Columbia, 24 Mar 2015. Questions? Athena Hoeppner athena@ucf.edu Electronic Resources Librarian University of Central Florida, Orlando, USA
Editor's Notes
- Hello. I’m Athena Hoeppner, Electronic Resources Librarian for the University of Central Florida. I’m flattered to be here as part of the 2nd Seminar of 21ts Century University Libraries. I admit I am a bit intimidated by the topic selected for me by the seminar organizer: Digital Information Systems. It’s a big topic! It encompasses much more than could fit into an hour presentation, and much much more than I am qualified to speak about. Yet, this is a topic that is central to my work as an Electronic Resources. My goal is to leverage technology to connect users to content. In my day-to-day work I maintain several key systems directly related to that goal. Discovery services Access and authentication Link resolvers They are fast becoming the norm in academic libraries and the dominant factor in how faculty and students experience the library. This will be the focus of my talk.
- This very abbreviated definition covers what I consider to be the two main aspects of a full Discovery system Pre-harvested central index Richly featured discovery layer The WSD vendors present them as a unified package, but many also sell them separately. You can mix and match. Lets take a whirlwind look at the central index and discovery layer.
- Lots of different data sources are harvested into the central index Free indexes and Open Access and Full Text Libraries often include their MARC and IR Data Many publishers supply basic TOC data, abstracts, and simple subject keywords Subscription databases supply in-depth metadata BUT can be searched and/or viewed only if the WSD has a license to load the content and the library has a subscription to access the content - Mutually Licensed Content The exact deals between WSD vendors and other vendors not uniform Library can customize which databases to include No two WSD implementation alike
- Search box embedded on the library home page. Possibly tabs or other ways to present search by type or source.
- Discovery Layer: At a minimum, the WSD Discovery Layer Searches across the central index Presents relevancy-ranked results list Usually includes ILS Integration
- There are 4 major offerings that match the definition I use, and one that offers a related service. All these vendors offer modern, richly featured discovery interfaces, but just four have a large central index of pre-harvested metadata Innovative has a discovery product that is a little different. They are not creating a web-scale central index. Instead they use web services to integrate results local library results and external indexes into a combined results set Encore Synergy partnered with EBSCO to offer EBSCO’s central index as one of the searched sources. Each vendor puts their own spin on WSD. None started with a blank slate – the built upon existing business and strengths WCL: Of course has WorldCat – the largest union catalog, ILL service, and cataloging expertise, and the FirstSearch interface EDS: Existing relationships with journal publishers, strong collection of A/I and aggregator databases, hosted full text, EBSCOhost search interface Summon: Serials Solutions, ProQuest search interface, ProQuest A/I and aggregator databases, hosted full text Primo: Aleph ILS, OPAC search system Encore: Innovative ILS, OPAC search system
- My first study of our WSD content was inspired by UCF librarians who view it as a tool for early undergrads only. They doubted that OneSearch could successfully serve the needs of grad students and faculty because: It would not contain the level , the appropriate articles, with sufficient metadata and the search results would be significantly incomplete.
- Searched Web of Science for Organization: University of Central Florida. Arbitrarily selected papers published years 2013, 2010, 2000, 1990, and 1980 then analyzed to select 5 most highly cited, and 5 mid-ranged cited papers. Exported all the articles from the works cited for the 10 selected papers.
- Searchers do not use Discovery systems to the fullest Relevancy is absolutely key, but only gets users so far Static Relevancy criteria makes assumptions about which content is best – the assumptions may be wrong in any given situation Can the interface become responsive and influence the user make better search choices? Or prompt the user to reveal which kind of relevancy criteria are most important for their search?
- Users typically don’t use all those nice tools I just covered. Users enter 1-3 search terms, then pick results from the first few screens. Relevancy ranking controls which of the hits users will see and use. Relevancy is extremely important and hard to pin down. These criteria are basically static – they don’t base the criteria or weights on user behavior or results sets. Anecdotally – ranking works pretty well but is not quite enough for the surfacing all the best results
- Once published Open Access content becomes mostly indistinguishable from subscription content in library tools such as the discovery service and OpenURL resolver. The catalog, discovery services, and Journals lists include OA, but don’t highlight it Users may find and access OA without knowing it On the open web must know to seek out OA in specialized directories or host sites These sites lack in-depth indexing and only basic subject categorization
- Lots of different data sources are harvested into the central index Free indexes and Open Access and Full Text Libraries often include their and IR Data Many publishers supply basic TOC data, abstracts, and simple subject keywords