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Transforming the OPAC: Web 2.0, Mobile, and Discovery


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Mohican 2012 Technical Services Conference

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Transforming the OPAC: Web 2.0, Mobile, and Discovery

  1. 1. Transforming the OPAC: Web 2.0, Mobile, and DiscoveryBrian C. Gray ( Mohican 2012
  2. 2. My Viewpoint = Not Cataloger O 2nd time @ Mohican O Team Leader Research Services: Reference, collections, instruction, faculty liaison duties O Public-side O OhioLINK Discovery Layer Taskforce O Case discovery layer selection: Summon
  3. 3. My Viewpoint = Not Cataloger O Understand the systems, but not all the details O Engineer by training O Efficiency O How? O Improvement potential
  4. 4. My Viewpoint = Not Cataloger O KSU SLIS instruction O LIS 60003 Information Technology for Library & Information Professionals O Workshop: Using Web 2.0 Principles to Become Librarian and Educator 2.0 O Science Reference O In-person & online-only
  5. 5. Goals for TodayO We cannot all know everything & we get stuck in our day-to-day → Take today to see new ideasO Be in a safe place to question the past, question the accepted, & question the traditionalO Leave Mohican with a collaborator, an idea, or both
  6. 6. Discovery vs. FederatedO Federated O Conducts search against each source O Combines the results O Limits metadata to the common fields O Relies on “connectors”
  7. 7. Discovery vs. FederatedO Discovery O Typically, one big index – think Google O Pre-indexed, pre-faceted, etc. O Anything can be “ingested”
  8. 8. Librarians Struggle with DiscoveryO Most services do not contain databases, but contain content O Think books, journals, images instead of databasesO Brings back lots of results O Librarian teach start broad and limit but still strive for perfect search strategies – now reimagine searchO Results may be different every time
  9. 9. Librarians Struggle with DiscoveryO Search full-text so relevancy not as obvious (but can be tweaked)O Must rethink search processes to utilize faceting to reduce resultsO Some have the approach avoid Google but now a Google-like tool for libraries comes along
  10. 10. Case’s ExperienceO Goal: Fast implementationO Why? O Get something to people so we can get feedback for the future O Student life cycle is shortO Result: Couple months
  11. 11. Case’s ExperienceO Goal: Everywhere, anywhere
  12. 12. Case’s Experience O Beta roll out O Fix it on the fly (i.e. things can be made better over time) O No long-term commitments – Better may come along O Tool for allCame just as we were phasing out a formal ReferenceDesk & I believe made the changes more possible for others to do Reference.
  13. 13. What We Learned: The UnexpectedO Reference: Search styles and skills had become stale & inflexibleO Playground for discovery & common ground for discussionO Bonus: Catalog cleanup O Locations O Duplication
  14. 14. What I LearnedO Small actionable teamO Experiment/pilot – Faculty & students will support it and helpO Advocate with our vendors for improvements & changesO Partner/leverage vendors
  15. 15. Future because of Discovery?OWhen does the discovery layer become the only public facing interface?
  16. 16. Future because of Discovery?OHow much content can be just “turned on” in a discovery layer rather than cataloged for the ILS?
  17. 17. Future because of Discovery?OHas discovery become a natural transition to walking away from the traditional ILS to a cloud-based service?
  18. 18. Web 2.0 in CatalogsO Adding new features to existing catalogsO Linking out to new sources of informationO Trying to create environments similar to successful processes, websites, & styles
  19. 19. Gold Coast Libraries:Full Screen Browsing 
  20. 20. Mobile may be easier  than you think…O Some examples: O Summon O LibraryThing O LibGuides O WorldCatO Do you know about “mobile emulators”?
  21. 21. LibraryThing LibGuides
  22. 22. Summon WorldCat
  23. 23. eXtensible CatalogO “Open source, user-centered, next generation software for libraries and consortia. It comprises four software components that can be used independently to address a particular need or combined to provide an end-to-end discovery system to connect library users with resources.”O University of Rochester
  24. 24. eXtensible Catalog:  User InterfaceO “Drupal Toolkit integrates searchable library metadata, ILS circulation services, repository content and library website content into a feature-rich web user interface.”O “Out-of-the-box search interface offers faceted browsing with customizable facets. A platform to build custom web applications that integrate with library metadata and ILS circulation services is also provided.”
  25. 25. eXtensible Catalog:  Metadata ManagementO “Enables the XC user interface to present FRBRized, faceted navigation across a range of library resources. The toolkit aggregates metadata from various silos, normalizes (cleans- up) metadata of varying levels of quality, and transform MARC and DC metadata into a consistent format for use in the discovery layer.”O “Presents an opportunity for libraries to apply their expertise with creating and managing metadata in a variety of web applications.”
  26. 26. eXtensible Catalog:  ConnectivityO “OAI Toolkit provides synchronization with MARC metadata that is managed by the ILS.”O “NCIP Toolkit provides live circulation status display, circulation forms submission, and ILS authentication for applications that work alongside your ILS. “
  27. 27. Assessment, Statistics, &  PromotionO How many of you tell your story outside the library?O How many of your users know what happens behind the scenes?
  28. 28. KSL’s Public Wow
  29. 29. KSL’s Public WowO tics/publicwow.html
  30. 30. KSL’s Public Wow
  31. 31. KSL’s Public Wow
  32. 32. Areas of Growth for Increased Library ValueO Open, accessible, & shared dataO Local contentO Data managementO Data synthesisO Mashing, expanding, & creating new products from existing informationO I do not see any library catalogs that support these areas except for displaying a record to a finding aid.
  33. 33. Final ThoughtsO “Play”, experiment, & pilotO Advocate for vendors to make changesO Leverage the vendors to work for you
  34. 34. Final ThoughtsO “Thinking outside the box” has resulted in bringing features into our OPACS but imagine starting brand new as some of the discovery tools haveO Lets stop retrofitting
  35. 35. Final ThoughtsO Who will build the next catalog alternative?O Who are the players?O How long can we keep upgrading & continue to lose users to new alternatives?
  36. 36. Final ThoughtsJust think…O Imagine Google bought an existing OPAC - Can you imagine them just trying to fix it?O Imagine if Amazon was the library catalog – not the catalog like Amazon.
  37. 37. Brian C. GrayO Kelvin Smith Library, Case Western Reserve UniversityO Team Leader, Research ServicesO Librarian: Chemical Engineering and Macromolecular Science & EngineeringO Email: brian.c.gray@case.eduO