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Discovery Layers: An Overview and Case Study

A presentation from Leading Edge Libraries Conference, September 22, 2017, hosted by the Florida-Caribbean Chapter of the Special Libraries Association. This presentation covers web-scale discovery solutions and discovery layers,
and summarizes the top five discovery products on the market. The second half presents a case study of implementing EBSCO Discovery Service at Schaff Library at Lancaster Theological Seminary.

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Discovery Layers: An Overview and Case Study

  1. 1. Discovery Layers An Overview and Case Study Myka Kennedy Stephens Seminary Librarian Lancaster Theological Seminary Lancaster, Pennsylvania
  2. 2. Overview ● Discovery Defined ● Survey of Top Discovery Products ● Case Study: Implementing EBSCO Discovery
  3. 3. Discovery Defined1
  4. 4. Web-Scale Discovery ● Centralized index containing pre-harvested metadata from multiple sources ● Searchable through one interface ● Includes licensed content for subscribers, open access content, and local content
  5. 5. Discovery Layer ● User interface to search and display content from the Web-Scale Discovery (WSD) index(es). ● Relevancy ranking algorithms and de-duplicating ability for search results ● Refine search tool, direct content linking, and record management features
  6. 6. Top Discovery Products on the Market2
  7. 7. WorldCat Discovery https://www.oclc.org/en/worldcat-discovery.html ● OCLC member libraries already have holdings linked ● Article, dissertation, open access content metadata from OCLC databases ● Integrates with WordShare Management Services
  8. 8. ExLibris Primo http://www.exlibrisgroup.com/category/PrimoOverview ● Personalized relevance ranking and other user profile features ● Relies on vendors to make content indexes available ● Integrates with ExLibris Alma
  9. 9. Summon http://www.proquest.com/products-services/The- Summon-Service.html ● Unified index with discovery-optimized records ● Syndetic Solutions add-on provides cover art, contents, sample chapter, and more ● ProQuest product compatible with many integrated library systems
  10. 10. Encore https://www.iii.com/products/sierra-ils/encore- discovery/ ● General discovery interface with “RightResult” search and ranking algorithms ● Encore Duet integrates EBSCO Discovery Service metadata and content ● Integrates with Innovative’s Sierra
  11. 11. EBSCO Discovery Service https://www.ebscohost.com/discovery ● Smart linking to full-text content ● Comprehensive relevance ranking and supports multiple controlled vocabularies ● Research starters included ● Integration via API; multiple ILS partnerships
  12. 12. Case Study: EBSCO Discovery Service3
  13. 13. Why Discovery? ● Expanding database subscriptions beyond a single vendor ● New subscriptions to eBook collections ● Small staff with little time to keep up with catalog changes for eBook collections ● Centralized search and direct links to full-text content for library patrons
  14. 14. Why EBSCO Discovery Service (EDS)? ● Tried WorldCat Discovery ○ Did not like relevance ranking ○ Could not add some licensed databases ○ Full-text links did not always work ● EBSCO is our primary content provider ● API integration available for new ILS
  15. 15. Signing Up for EDS ● Assigned EBSCO Discovery Specialist walks you through setup, testing, and final implementation ● Catalog customizations are complicated and critical ● Extensive questionnaire
  16. 16. What to Know for the EDS Questionnaire ● Number of local records ● Format of local records ● MARC fields for: ○ Unique identifier ○ Call number ○ Location ○ Barcode ○ URLs ● Catalog permalink ● Z39.50 or REST service for real-time availability checking (RTAC) ● Location codes ● Item status codes
  17. 17. Implementing EDS ● Set up content using Holdings Management and Full-Text Finder ● Customize user profiles in EBSCOadmin for EDS and EDS-API ● Establish catalog sync (FTP, OAI-PMH, z39.50) ● Discovery Layer options: EDS interface or integrate EDS-API in Koha (our ILS)
  18. 18. Lessons Learned ● Enabling some open access content generates overwhelming results ● The API integration with Koha works well but is not error free … yet. ● EDS interface provides helpful tools (citation builder, Google Drive integration, etc.) not accessible directly from API ● Training patrons to use it is key
  19. 19. Thanks! Myka Kennedy Stephens Seminary Librarian & Assistant Professor Lancaster Theological Seminary Lancaster, Pennsylvania Email: mkstephens@lancasterseminary.edu Facebook: @mykakennedystephens Blog: www.mission-information.org Presentation template adapted from SlidesCarnival

A presentation from Leading Edge Libraries Conference, September 22, 2017, hosted by the Florida-Caribbean Chapter of the Special Libraries Association. This presentation covers web-scale discovery solutions and discovery layers, and summarizes the top five discovery products on the market. The second half presents a case study of implementing EBSCO Discovery Service at Schaff Library at Lancaster Theological Seminary.

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