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Discovery Interfaces

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Presentation to the Oregon Chapter of the Special Libraries Association

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Discovery Interfaces

  1. 1. DISCOVERY INTERFACESIf all the big kids are doing it, why can’t I? Jonathan Jacobsen, BA, MLIS Andornot Consulting
  2. 2. Questions We’ll Answer1. What is a discovery interface?2. How can you select and implement one?
  3. 3. What is a Discovery Interface?• A web 2.0, next-generation interface to any data: library catalogue, archival collection, museum collection, ecommerce store• Encourages serendipitous discovery, rather than pre-determined search• Can bring multiple resources together into a single, unified index and search interface• Let’s look at some examples
  4. 4. Live Examples• Amazon• EBay• Old School Library Catalogue• VuFind• BiblioCommons• Summon• AquaBrowser
  5. 5. Common Features• Typos and mis-spellings corrected• Relevancy-ranked search results• Facets for easy browsing and narrowing of results• Related items• Ratings, reviews and other user-contributed or third-party content• Social media sharing (Facebook, Twitter, etc.)• Save searches and records
  6. 6. Common Features• Export to RefWorks, EndNote, XML, text, MARC• Subscribe to RSS feeds• Book covers• Links to Google Books, Hathi Trust, and other additional content providers• Mobile-friendly interface• Connection to ILS for real-time info (e.g. loan status, placing holds, etc.)• Crawl URLs and index PDFs and other linked content
  7. 7. What are some available systems?
  8. 8. What are some available systems?
  9. 9. What are some available systems?• Andornot Discovery Interface (AnDI)• Uses Apache Solr search engine and Dublin Core metadata
  10. 10. What are some available systems?Discovery System Reported InstallationsPrimo 914AquaBrowser 250Encore 326LS2 PAC 236Summon 407WorldCat Local 1,578SirsiDynix Enterprise 251Civica Sorcer 39Axiell Arena 76Chamo 51VuFind 90+Sources:• Automation Marketplace 2012: The Complete Survey Data. March 29, 2012 By The Digital Shift http://www.thedigitalshift.com/2012/03/ils/automation-marketplace-2012-the-complete-survey-data/#discovery• http://vufind.org/wiki/installation_status
  11. 11. What goes in a Discovery Interface?• Your local catalogue• Specialized, locally managed data• Metadata AND full-text• Journal articles and other scholarly resources• All data accessible through a single index and search interface
  12. 12. Choosing a Discovery Interface• Does it have core features? (facets, spelling corrections)• Does it have additional features?• How does it handle data import and real-time data retrieval?• Does it include data from other sources (e.g. journal articles)? Which ones?• Do your users like the system? (it’s for them, not you!)
  13. 13. Choosing a Discovery Interface• How configurable is it? What tools and skills are required?• How do you integrate it into your existing website?• How long will it take to implement? Who is required?• Will it be installed locally or hosted? In what country?• What are the system requirements? (server OS and data storage)
  14. 14. Choosing a Discovery Interface• What does it cost? • Software purchase or license • Configuration and customization • Maintenance and support • Additional features • Future upgrades • Hardware and other infrastructure
  15. 15. Choosing a Discovery Interface https://sites.google.com/site/urd2comparison/home/comparison
  16. 16. Implementation• Determine appropriate content to index • What system is content in? • Can it be exported? Can the discovery interface import it or fetch it? • Can data movement be automated and hands-off? • How often will you update the Discovery Interface? Source Export Format Frequency and Method ILS MARC Automated Nightly Export In-house Publications XML Manual Monthly Export Database Externally Hosted Article OAI Automated Weekly Fetch Database
  17. 17. Implementation• Create a “metadata crosswalk” MARC Dublin Core 245a title 100a, 700a creator 655 Genre – Form type XML Output Dublin Core Combine <title> and <subtitle> title Take 4 digit year only from date <publication_date>
  18. 18. Implementation• What condition is the data in?• e.g. • Does it have suitable facets? • Have authority files been used?
  19. 19. Implementation Plan Common bibliographic facets:• Author• Subject• Series• Genre• Geographic region• Time period• Publication date• Audience• Material type
  20. 20. Implementation• Material Types: • Serial • Journal • Periodical • Magazine
  21. 21. Implementation• Customize the interface • Overall site design • Elements within the discovery interface
  22. 22. Implementation• Final activities: 1. Trial data import 2. Usability testing with select users 3. Launch !
  23. 23. In Conclusion1. What is a discovery interface?2. How can you select and implement one? Andornot can help!
  24. 24. Further Reading• “The Ins and Outs of Evaluating Web-Scale Discovery Services” by Athena Hoeppner. Computers In Libraries. April 2012. http://www.infotoday.com/cilmag/apr12/Hoeppner-Web-Scale-Discovery- Services.shtml• “Automation Marketplace 2012: The Complete Survey Data” The Digital Shift. March 29, 2012. http://www.thedigitalshift.com/2012/03/ils/automation-marketplace-2012-the-complete-survey-data/• “Discovery Layers in Law Libraries” by Valeri Craigle. AALL Spectrum. December 2011. http://www.aallnet.org/main-menu/Publications/spectrum/Vol-16/No-3/discovery-layers.pdf• “Discovering What Works: Librarians Compare Discovery Interface Experiences” Library Journal. December 7, 2011. http://reviews.libraryjournal.com/2011/12/reference/discovering-what-works-librarians- compare-discovery-interface-experiences/• “The Next Generation of Discovery” By Judy Luther & Maureen C. Kelly. Mar 15, 2011. Library Journal. http://www.libraryjournal.com/lj/ljinprintcurrentissue/889250-403/the_next_generation_of_discovery.html.csp• “Designing the Samurai sword: using facets to support agile, highly-effective information management” by Jennifer Smith. 1st June 2011. http://web.fumsi.com/go/article/manage/64295• VuFind usage five times that of "classic catalogue" http://www.miskatonic.org/2010/12/17/vufind-usage- fives-times-classic-catalogue• “Designing for Faceted Search” By Stephanie Lemieux, Earley and Associates (originally published in KM World, March 2009.) http://www.uie.com/articles/faceted_search/

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