Tim Lull and Chad Smith - Cultivating your online user

1. Cultivating Your Online User:
How to Be Visible, Accessible, and Reliable
Tim Lull
Vice President of SaaS, Worldwide
EBSCO Information Services
Chad Smith
Founder & CTO
Stacks Inc.

3. The End User Journey
Finding the
Library
Navigating
the Library
Website
Discovery
and Access to
Information
Publication
Discovery
Authentication

4. The End User Journey

6. What Matters Most in Discovery?
Quality, Depth &
Breadth of the Data
Being Searched
Sophistication of the
Engine Doing the
Searching
Intuitiveness
& Features
of the Interface
Options for
Authentication &
Linking to Full Text
Level of Integration
& Customization
Qualifications of
& Commitment by
Service Staff

7. Most patrons don’t know the
library term “databases,” or what’s
in them…

8. Your library enables patrons to…
Make wiser shopping decisions
Know everything about their next
travel destination
Find unbiased facts on
today’s news
Research health concerns
Research company information
to find jobs
Learn more about hobbies & sports
Repair small engines
Academic Research

9. Do your patrons know all that is
available from your library?

10. Is that content easy to find?

11. Could the usage be better?

12. | discovery.ebsco.com12
Full-Text Searching of Journals & Books from Academic Publishers
For-profit publishers
The most comprehensive full-text searching of scholarly journals and books
of any discovery service
• Elsevier
• Wiley
• SpringerNature
• Taylor & Francis Informa
• Sage
• Karger
• Mary Ann Liebert
• Emerald
• DeGruyter
• World Scientific
• Brill
• And many more…

13. | discovery.ebsco.com13
Full-Text Searching of Journals & Books from Academic Publishers
Scholarly Societies
The most comprehensive full-text searching of scholarly journals and books
of any discovery service
• American Association for the
Advancement of Science (AAAS)
• American Institute of Physics (AIP)
• American Medical Association (AMA)
• American Society of Civil Engineering
(ASCE)
• American Society of Mechanical
Engineers (ASME)
• Association for Computing
Machinery (ACM)
• Institute of Electrical and Electronics
Engineers (IEEE)
• Institute of Physics (IoP)
• Royal Society of Chemistry (RSC)
• And many more…

14. | discovery.ebsco.com14
Full-Text Searching of Journals & Books from Academic Publishers
University Presses
The most comprehensive full-text searching of scholarly journals and books
of any discovery service
• Cambridge University Press
• Duke University Press
• Edinburgh University Press
• Johns Hopkins University Press
• Manchester University Press
• MIT Press
• Oxford University Press
• Rockefeller University Press
• University of Chicago Press
• University of Illinois Press
• University of Toronto Press
• And many more..

15. Why is your library content better
than a web search?

16. Premium Resources Websites
Authorship
Contains information obtained from professionals or
experts in the field.
Can be written by anyone regardless of
expertise.
Accuracy
Contains published works where facts are checked
and editorial process is utilized.
Are not necessarily checked by an expert to
determine accuracy of the content; information
may be inaccurate.
Organization
Well-organized, provides advanced searching that
can help narrow a topic or suggest related subjects.
Often are not organized in a manner to support
research needs.
Point of View Usually neutral.
May be biased, and without information on
authorship or the source of the information, it
may be difficult to identify bias.
Timeliness
Updated frequently and indicates the date of
publication.
May not indicate when a page was updated;
information may be out-dated.

17. What if you type something other
than a book title or author?

22. This library doesn’t have anything?

23. Is Google any better?

29. | discovery.ebsco.com29
Mapping: Thesauri and Controlled Vocabularies
• Subject indexes contain highly detailed thesauri or
controlled vocabularies, which link concepts with
different terminology
• EDS includes complex mapping technology to leverage
and connect all of these thesauri and controlled
vocabularies

30. | discovery.ebsco.com30
Example #1 of Mapping in Action
learning aids
• learning aids maps to:
−instructional materials (ERIC, MLA International Bibliography)
−educational resources (GeoRef)
−instructional media (PsycINFO)
−teaching aids & devices (Education Abstracts, Education Source)
−teaching materials (MeSH/MEDLINE/PubMed, CINAHL)
• Users may revert back to original terms only, but user
research shows that users prefer the results fine-tuned by
mapping

31. | discovery.ebsco.com31
Example #2 of Mapping in Action
Durrax
• MeSH (Pref): Hydroxyzine
• MeSH: 2-(2-(4-((4-Chlorophenyl)
phenylmethyl)-1-piperazinyl) ethoxy)
ethanol
• MeSH: Hydroxyzine Pamoate
• MeSH: Orgatrax
• MeSH: Atarax
• MeSH: Hydroxyzine Dihydrochloride
• MeSH: Vistaril
• MeSH: Durrax
• MeSH: Hydroxyzine Hydrochloride
• CINAHL (Pref): Hydroxyzine (Drug)
• CINAHL: Vistaril (Drug)
• CINAHL: Atarax (Drug)
• PsycINFO (Pref): Hydroxyzine

32. | discovery.ebsco.com32

33. | discovery.ebsco.com33
1,085 results -
including current,
relevant articles
at the top of
the result list

34. With EBSCO Discovery Service, the
homepage doesn’t have to be a dead
end……..
Your homepage can work like the
rest of the sites on the web

35. | discovery.ebsco.com35

36. Instead of this...

39. Which is better?
List of Databases

40. Which is better?
OR, One Universal Index

41. And this is how we make it better…

42. Researching User Experience
https://www.ebsco.com/blog/article/do-your-students-speak-library-ese

43. Research shows that students and library patrons turn to Google first
— it’s at the top of their mind, and the library isn’t.
Discovery has to be usable
EASY TO USE FAST
SMART READABLEEASY TO NAVIGATE

44. Searches
ESBCO Full Text
Retrievals
FT Links to Non-
EBSCO Resources
Total FT Links Out
Before EDS 1,706 2,861 102 2,963
After EDS 15,023 14,691 3,774 18,465
Searches
ESBCO Full Text
Retrievals
FT Links to Non-
EBSCO Resources
Total FT Links Out
Before EDS 7,167 10,461 2,298 12,765
After EDS 40,539 24,906 11,032 35,928
Searches
ESBCO Full Text
Retrievals
FT Links to Non-
EBSCO Resources
Total FT Links Out
Before EDS 1,239 2,305 151 2,456
After EDS 91,783 4,743 27,825 32,568
EDS DISCOVERY SERVICE (EDS) USAGE
1226%
INCREASE
523%
INCREASE
181%
INCREASE
Before and After EDS
ImplementationMOBILE PUBLIC LIBRARY
SNO-ISLE LIBRARY
MID-CONTINENT PUBLIC LIBRARY

45. Searches
ESBCO Full Text
Retrievals
FT Links to Non-
EBSCO Resources
Total FT Links Out
Before EDS 108 83 0 83
After EDS 6,506 2,102 2,098 4,200
Searches
ESBCO Full Text
Retrievals
FT Links to Non-
EBSCO Resources
Total FT Links Out
Before EDS 1,105 1,744 27 1,771
After EDS 15,884 22,179 1,578 23,757
Searches
ESBCO Full Text
Retrievals
FT Links to Non-
EBSCO Resources
Total FT Links Out
Before EDS 3,228 2,609 104 2,713
After EDS 10,680 8,846 2,544 11,390
320%
INCREASE
4,960%
INCREASE
1,241%
INCREASE
Before and After EDS
ImplementationSAINT XAVIER HIGH SCHOOL
EMMA WILLARD SCHOOL
WESTON HIGH SCHOOL
EDS DISCOVERY SERVICE (EDS) USAGE

46. The End User Journey

48. &
Authentication
We’ve heard from our customers and users that authentication
continues to be a problem with the user experience
EBSCO and OpenAthens have partnered for a fully integrated,
librarian administered, single sign-on solution for libraries

49. www.openathens.org
Helping over 2,600 organisations enable
access to hundreds of thousands of journals,
databases and ebooks, for over 4 million end
users, across 200+ countries.

50. Three Wins with OpenAthens
for the Librarian

51. Wins with OpenAthens
for the End User

52. Key Terms
IP Authentication
A form of access management that grants access to resources
based on the IP address of a user’s device.
Proxy Service
Software that acts as an intermediary between users and content.
Often used to facilitate remote access to subscription-based
content.
SAML
Security Assertion Markup Language is an open standard for
exchanging authentication and authorization data between parties,
in particular, between an identity provider and a service provider.

53. Key Terms
Identity Provider (IdP)
An organization or product that confirms user identities and
attributes to enable them to access content owned by service
providers.
Federation
A group of organizations consisting of identity providers and
service providers which enables access to content via agreed
attributes and eligibility.

54. What makes OpenAthens different
from IP/proxy?
Designed by librarians for librarians
Always fully hosted
Works across all devices and locations
Collects detailed usage statistics
Supports user personalization
Uses the latest SAML 2.0 security protocol
Provides a Federation framework
Integrates with other federations

56. The End User Journey

57. The New Library Experience

58. • Responsive Website Content Management System (CMS)
• Accessible, works great on all screen sizes
• Complete package with seamless, turnkey integrations
• Subscription Service (SaaS)
• iOS and Android Apps
What is Stacks?

59. Focused on Usability & Design
• Responsive and turnkey
• Easy-to-use
administration interface
(the Dashboard)
• Highly configurable
• Plug-and-play
integrations like EBSCO
Discovery Service

60. Created by Library Professionals
• The best of web and discovery technology combined
• Total ownership of your library’s digital experience
• The most intuitive library experience for patrons and
librarians

61. Supported Authentication Methods
• OpenAthens – OpenID Connect, SAML, Shibboleth, etc
• Microsoft Office 365, Active Directory, LDAP
• EZProxy
• SAML Native
• SIP2
• ILS Ex Libris, Sirsi Dynix, OCLC, Folio

62. Multi-Language
• Create easy-to-use and functional
multi-language experiences
• Manual and machine translation
options
• Single or multiple domain options
• Device language support for
• iOS and Android Apps

63. Plug-and-Play Integrations
Coming Soon:
• Millennium
• Polaris
• Sierra
• Symphony
• Horizon
• Alma
• Primo
• WorldShare
Management
Services
• Authentication
• Analytics
• Cover Art
• Google Translate
• Google Maps
• Google Places
• Recommendations
• Reviews
• Social Media

64. Anytime, Anywhere
• Browse catalog and/or Discovery
• Easily locate databases and full text content
• Read digital content online
• Place and cancel holds
• Check fees and fines
• Review and renew items out
• Online and in-app Events registration
• Online and in-app Room Booking

65. Stacks Bento Search

66. Stacks Community

67. Before & After

68. Before & After

69. Before & After

70. Before & After

71. Before & After

73. Questions?
Tim Lull
Vice President of SaaS, Worldwide
EBSCO Information Services
Chad Smith
Founder & CTO
Stacks Inc.