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What do you want to discover today? / Janet Aucock, University of St Andrews

Overview of resource discovery in libraries today. Presented at the CIG Scotland seminar 'Resource Discovery : from catalogues to discovery services' at the National Library of Scotland, Edinburgh, 21st March 2018

What do you want to discover today? / Janet Aucock, University of St Andrews

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What do you want to
discover today?
Resource Discovery: from catalogues to discovery services
CIGS Seminar
21 March 2018
National Library of Scotland
Janet Aucock
Senior Manager, Cataloguing, Acquisitions and
E-Resources
University of St Andrews
Overview and introduction of the
issues around discovery
services and catalogues
St Andrews LMS project
Discovery by Nick Youngson CC BY-SA 3.0 ImageCreator
“With the advent of next
generation web scale
discovery layers
supplementing or replacing
traditional and in-house
catalogues, institutional
resource discovery
environments are changing
beyond recognition”.
Discovery service
Discovery
service (classic
catalogue in
the
background)
Online
catalogue
What do you want to discover today? / Janet Aucock, University of St Andrews
What do you want to discover today? / Janet Aucock, University of St Andrews
Kortekaas, S., & Kramer, B. (2014).
Thinking the unthinkable – doing away
with the library catalogue. Insights,
27(3), 244–248. DOI:
http://doi.org/10.1629/2048-7754.174
“At Utrecht University we strongly
believe that academic libraries have lost
their role in the discovery of scientific
information and should focus on delivery
instead. Without your own discovery tool
you might feel stark naked. However, we
have to admit that others can do a better
job on discovery, so don’t spend too
much time on this. Make a priority of
your delivery task and rethink the way
you can provide value for your users.”
“Our next challenge will be to phase out
our catalogue as an end-user discovery
tool, because we believe that the OPAC
is dead. In the world we live in today, you
should not encourage your users to start
their search in a local library catalogue”
Web discovery
“… most searches were started in
Google Scholar.”
National aggregations
Institutional Discovery
service
Discovery
service (classic
catalogue in
the
background)
Online
catalogue

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What do you want to discover today? / Janet Aucock, University of St Andrews

  • 1. What do you want to discover today? Resource Discovery: from catalogues to discovery services CIGS Seminar 21 March 2018 National Library of Scotland Janet Aucock Senior Manager, Cataloguing, Acquisitions and E-Resources University of St Andrews
  • 2. Overview and introduction of the issues around discovery services and catalogues St Andrews LMS project Discovery by Nick Youngson CC BY-SA 3.0 ImageCreator
  • 3. “With the advent of next generation web scale discovery layers supplementing or replacing traditional and in-house catalogues, institutional resource discovery environments are changing beyond recognition”. Discovery service Discovery service (classic catalogue in the background) Online catalogue
  • 6. Kortekaas, S., & Kramer, B. (2014). Thinking the unthinkable – doing away with the library catalogue. Insights, 27(3), 244–248. DOI: http://doi.org/10.1629/2048-7754.174 “At Utrecht University we strongly believe that academic libraries have lost their role in the discovery of scientific information and should focus on delivery instead. Without your own discovery tool you might feel stark naked. However, we have to admit that others can do a better job on discovery, so don’t spend too much time on this. Make a priority of your delivery task and rethink the way you can provide value for your users.” “Our next challenge will be to phase out our catalogue as an end-user discovery tool, because we believe that the OPAC is dead. In the world we live in today, you should not encourage your users to start their search in a local library catalogue” Web discovery “… most searches were started in Google Scholar.” National aggregations Institutional Discovery service Discovery service (classic catalogue in the background) Online catalogue
  • 8. By Makizox (Own work) [CC BY-SA 4.0 (https://creativecommons.org/licenses/by-sa/4.0)], via Wikimedia Commons
  • 13. • Useful and relevant content for teaching and research • Quality content ie peer reviewed, authoritative • Effective searching which produces results in an acceptable timeframe • Ability to refine searches and get a manageable set of results • Understand and interpret the results • Get enough information to easily locate/access/request the full text of resources, whether they be physical items on the open shelf/ in the store or the electronic full text of articles, e- books and local collections/digital collections • Use and discovery of all our collections 1. Physical collections/print use 2. Value for money for purchased electronic resources 3. Access to open access resources. • Serve a variety of users. Undergraduates, researchers and academics in a variety of subject disciplines • Good statistics on searching behaviour and results • And more……………. Service providers? Users? Find the right stuff at the right time
  • 14. Content • Physical print and multimedia collections. Monographs and journals. Modern collections and special collections (Catalogue) • Electronic journals, title level records (Catalogue) • Electronic books (Catalogue) • Article and chapter level resources, electronic full text (DS) • Electronic journals, title level records (DS) • Electronic books (DS) • Electronic databases (DS) • Electronic journal packages (DS) • Duplication? • Crossover and maintenance? Copyright Jonathan Billinger and licensed for reuse under Attribution-ShareAlike 2.0 Generic (CC BY-SA 2.0)
  • 15. Content Electronic content and management • Subscribed and non subscribed electronic content and metadata • Activation of databases in your discovery service. Configuration decisions to make. • Do you include non subscribed resources or supplementary indexes of content? • Do you include Open access digital resources and profile these? • Knowledge base for print and electronic journal holdings and for electronic books • Keeping journal holdings and e-resource holdings up to date • Open URL resolver • Authentication to access resources on and off campus • Maintain other lists of e-resources eg A-Z lists of journals and databases? Or use services such as Browzine? Copyright Jonathan Billinger and licensed for reuse under Attribution-ShareAlike 2.0 Generic (CC BY-SA 2.0)
  • 16. Content Local content pots • Institutional repository • CRIS • Manuscripts • Special collections • Rare books • Image databases • Museum object databases • Digital collections • Reading lists including digitised material • Harvested resources into the Discovery service • Links back to native interfaces Copyright Jonathan Billinger and licensed for reuse under Attribution-ShareAlike 2.0 Generic (CC BY-SA 2.0)
  • 17. Searching • Keyword(s) (Catalogue + DS) • Browse searching (Catalogue + DS) • Browse indexes and displays (Catalogue + DS) • Full text searching (DS) • Pre and post search limiting? • Anything or something? • Known item • FRBR • Works and editions presented together? • Advanced search offered? Boolean, “starts with”, combination of fields Search by Nick Youngson CC BY-SA 3.0 Alpha Stock Images http://www.thebluediamondgallery.com/wooden-tile/s/search.html
  • 19. Searching • Large results sets • Filtering/facets. Understanding the choices and what they mean • Results order and relevance • Content of brief record display • Content and labelling of full record display • Dead ends eg from supplementary indexes • Which index does the result come from. Meaningful? • Understanding the links offered Results by Nick Youngson CC BY-SA 3.0 Alpha Stock Images http://www.picserver.org/r/results.html
  • 20. Metadata • MARC (Catalogue) • RDA/AACR (Catalogue) • Classification schemes (Catalogue) • LCSH (Catalogue) • LC authorities for names and subjects (Catalogue) • Familiar standards • Quality control • Manageable amount of content? https://www.flickr.com/photos/planeta/11427773216 Ron Mader Attribution- ShareAlike 2.0 Generic (CC BY-SA 2.0)
  • 21. Metadata • Metadata from varied sources, catalogues, local collections, publisher metadata • Multiple schemas and standards. MARC, MARC XML, Dublin Core, XML, ONIX • Quality control on records? • Coverage accuracy of records? • Metadata is mapped and harvested • Is the metadata up to date? • Flow of data from publishers? • Real time updating? https://www.flickr.com/photos/planeta/11427773216 Ron Mader Attribution- ShareAlike 2.0 Generic (CC BY-SA 2.0)
  • 22. Branding/ customisation/added value • Name of service? • Institutional branding • Browse shelf • Cover art and contents • Stack maps Branding by Nick Youngson CC BY-SA 3.0 Alpha Stock Images
  • 23. Customer expectations • Real time availability? • Includes items on order? • Offers requests/recalls/ILL? • Borrowing record? • Search history? • Citations? • Permalinks? • Social media features? • Searches to other services • Same functionality available in mobile versions? Are these services offered directly in the discovery layer or does a user get redirected to an online catalogue interface? https://www.flickr.com/photos/mburpee/ Attribution-NonCommercial- ShareAlike 2.0 Generic (CC BY-NC-SA 2.0)
  • 24. St Andrews LMS project • Currently have an Innovative LMS and Library catalogue (SAULCAT) • Currently have an EBSCO Discovery Service (SEEKER) • LMS project includes new system and new user interface(s) • Mini tender in 2017 • Awarded to Innovative for a Sierra LMS and an EncoreDuet discovery service • Implementation in 2018
  • 25. St Andrews LMS project • Sierra offers a Library online catalogue • EncoreDuet is the Innovative Encore discovery interface which uses an API to connect to content from the EBSCO discovery service
  • 26. St Andrews LMS project • Need for closer integration between catalogue database and discovery service • Removal of need for daily ftp of updates/data refresh and time lags in updating • More customer features in the discovery interface eg Requests/availability • Extra features/real time updating means we can promote the discovery interface more • Meeting user needs in Arts and Sciences • Still an emphasis on print in some disciplines
  • 27. St Andrews LMS project Including local collections in the discovery pot with links back to the native databases Phase 1 • OAI harvesting from St Andrews Digital Repository (OA full text publications and theses) • OAI harvesting from CALM manuscripts database (metadata records/hierarchies) • OAI harvesting from KEmu photographic database (digital images and metadata) • OAI harvesting from AdLib museums database digital images and metadata) • Thumbnails • Metadata mapping and integration • User expectations Phase 2 • OAI harvesting from PURE CRIS (Publications and research data)
  • 30. St Andrews LMS project • We can retain a catalogue with specialist and browse indexes and searches for our rare books • We can retain this as a native interface to offer specialist searching • We can continue to offer detailed displays of complex records • Gives us options • Buys time until this functionality is more integrated into Discovery interfaces
  • 33. • Single search boxes and keywords will get you so far… • You have to meet the needs of a variety of users for simple and complex searches • The user may need to do some work and make an effort to refine their search and results • The user may need some professional help • Metadata standards and quality will always be valuable, especially when large aggregations of varied content are part of the service Discovery by Nick Youngson CC BY-SA 3.0 ImageCreator Are discovery services turning into catalogues? Are catalogues turning into discovery services? Does it matter as long the result is one sophisticated and flexible discovery layer to lead to all the right stuff?