Double Your Disruption? DiscoverHappier Users: Implementing Localvs. Cloud-based Discovery Systems   Scott Garrison | Shei...
Double Your Disruption! DiscoverHappier Users: Implementing Localvs. Cloud-based Discovery Systems   Scott Garrison | Shei...
Attacking the Problem• 2004 LibQUAL+ IC D-M scores low• Voyager increasingly outdated ca. 2006• 400+ silos: SFX was a good...
Glimmers of Hope?• Mergers => ?• Faceted “next-generation catalogs”  emerged• LibQUAL+ 2007 IC D-M scores up among  facult...
VuFind - Brief Introduction• Open source discovery tool• Emphasizes recall over precision• “Next-generation catalog overla...
VuFind at WMU• 2008 usability studies• Overall, users liked VuFind better than  WebVoyage• Students had a lot of suggestio...
Improvement Suggestions• Too many choices in the drop-down format list• Change “ebook” to “electronic” in drop-down format...
Implementation• Need for changes/additions seen• Some librarians wanted VuFind to work like  the classic catalog• “require...
Branching Out (and Forking)• VuFind Taskforce => Tech Team• VuFind formats working group• Many revisions and additions to ...
Format Mapping
Feature/Bug Management
Improvements• Added format and location dropdowns to  basic search• Phrase search added• Author search improved• Awards, a...
Formats Dropdown
Awards Tab
Author Notes Tab
More Improvements• Call number moved to top of record• Dissertation search• Improved new book search• Complete subject str...
Grafting Back In: VuFind Forward•   VuFind 1.0 upgrade Spring 2011•   Merge/add our new code with official tree•   7,823 l...
Observations• Web 2.0 features  • Tagging (total) – 566 users have    contributed 3850 tags on 1745 items   • Facets FY10/...
Summon at WMU•   LibQual comments•   Informal comments from users•   Demand for “Google-like” search
Selection• What is Summon?  • “First of breed”  • Cloud-based     • Search one big normalized database     • Metadata harv...
Configuration• So, what is included in this big database?   • Metadata about articles harvested from     various journal p...
Managing What Is Included   Quarterly schedule for entire database    ingestion             Daily updates             C...
What’s In Summon?
Phased Summon Rollout   Clickable object fall ’09       “try this new thing we’re        testing”   Separate box spring...
Summon = Power Search
Not Perfect
Comparative Usage     70,000     60,000     50,000     40,000                                                             ...
Comparative Usage – Google Analytics
Summon and Links to Full Text Articles
Acceptance   Differing paradigm (discovery vs. search,    unknown vs. known items)   370 million objects discoverable at...
Summon Forward•   Updated at SerialsSolutions    • Knowledgebase updates      •  Modified constantly    • Software updates...
user          Web dev proxy           serverserver          (mailgw)(squid)      Voyager         SFX       server        s...
nextcat VM                        catalogdevcatexp VM     (SVN)                           server                          ...
nextcat VM                        catalogdevcatexp VM     (SVN)                           server                          ...
(Scott’s concluding remarks slide)
thank you for your attention• contact us   • scott.garrison@wmich.edu   • sheila.bair@wmich.edu   • george.boston@wmich.ed...
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Mla2011 final draft

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“Double Your Disruption? Discover Happier Users: Implementing Local vs. Cloud-based
Discovery Systems” co-written and presented with Scott Garrison. Presentation delivered at the 2011 MLA conference in Kalamazoo, Michigan

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Mla2011 final draft

  1. 1. Double Your Disruption? DiscoverHappier Users: Implementing Localvs. Cloud-based Discovery Systems Scott Garrison | Sheila Bair | George Boston October 27, 2011
  2. 2. Double Your Disruption! DiscoverHappier Users: Implementing Localvs. Cloud-based Discovery Systems Scott Garrison | Sheila Bair | George Boston October 27, 2011
  3. 3. Attacking the Problem• 2004 LibQUAL+ IC D-M scores low• Voyager increasingly outdated ca. 2006• 400+ silos: SFX was a good start• Users start with Google• 2006 strategic planning points • Improve physical and virtual access to existing collections • Action: Simplify/consolidate electronic access to information and information types • Action: Investigate federated search interface • Increase awareness of existing collections
  4. 4. Glimmers of Hope?• Mergers => ?• Faceted “next-generation catalogs” emerged• LibQUAL+ 2007 IC D-M scores up among faculty (but even lower for students)• Federated search? No, thanks.
  5. 5. VuFind - Brief Introduction• Open source discovery tool• Emphasizes recall over precision• “Next-generation catalog overlay system”• Web 2.0, and evaluative • Tagging • Facets • “Did you mean?” / “More like this” • User comments • Syndetics information e.g. reviews
  6. 6. VuFind at WMU• 2008 usability studies• Overall, users liked VuFind better than WebVoyage• Students had a lot of suggestions for how to improve
  7. 7. Improvement Suggestions• Too many choices in the drop-down format list• Change “ebook” to “electronic” in drop-down format list• Put electronic results at top - search results should be sorted by format, then title• Bigger format icons• There should be a message "no electronic version found"• Make location/availability info bigger and put at the top of the record screen• Include more jacket images• Make browse like iTunes browse function• Make advanced search default, advanced search is better• Put facets bar on left instead of right
  8. 8. Implementation• Need for changes/additions seen• Some librarians wanted VuFind to work like the classic catalog• “requires a different mental model” (Houser 2009)• Reorienting around the possible• Instilled project management
  9. 9. Branching Out (and Forking)• VuFind Taskforce => Tech Team• VuFind formats working group• Many revisions and additions to code• WMU svn tree diverged significantly from official svn tree
  10. 10. Format Mapping
  11. 11. Feature/Bug Management
  12. 12. Improvements• Added format and location dropdowns to basic search• Phrase search added• Author search improved• Awards, author notes, summaries
  13. 13. Formats Dropdown
  14. 14. Awards Tab
  15. 15. Author Notes Tab
  16. 16. More Improvements• Call number moved to top of record• Dissertation search• Improved new book search• Complete subject string search• “Previous” and “Next” buttons within record• Links to MeLCat, WorldCat, Google Books
  17. 17. Grafting Back In: VuFind Forward• VuFind 1.0 upgrade Spring 2011• Merge/add our new code with official tree• 7,823 lines of code modified or created• Took a year, release freeze to accomplish• Plan to submit our patches and changes back to open source community• Work is ongoing (1.1, 1.2)
  18. 18. Observations• Web 2.0 features • Tagging (total) – 566 users have contributed 3850 tags on 1745 items • Facets FY10/11 – of 478,136 search results pages viewed, 33,407 limited by a facet • Comments (total) – 18 comments have been added
  19. 19. Summon at WMU• LibQual comments• Informal comments from users• Demand for “Google-like” search
  20. 20. Selection• What is Summon? • “First of breed” • Cloud-based • Search one big normalized database • Metadata harvested from various providers • Database maintained by SerialsSolutions • Not federated search • Avoids latency problems • No clunky Z39.50 connections
  21. 21. Configuration• So, what is included in this big database? • Metadata about articles harvested from various journal publishers • Metadata harvested from our local ILS • Metadata from local digital collections (ContentDM, Luna) • Metadata from various open access collections (Hathi Trust, Digital Commons, etc.)
  22. 22. Managing What Is Included Quarterly schedule for entire database ingestion  Daily updates  Catalog updates New e-resource acquisitions and 360 Resource Manager configuration
  23. 23. What’s In Summon?
  24. 24. Phased Summon Rollout Clickable object fall ’09  “try this new thing we’re testing” Separate box spring ’10  “search the new thing” Main tab fall ’10  “try this first”  Use skyrocketed and has remained high ever since Became our primary path for accessing full text articles
  25. 25. Summon = Power Search
  26. 26. Not Perfect
  27. 27. Comparative Usage 70,000 60,000 50,000 40,000 2010 2011 30,000 20,000 10,000 0 Summon VuFind SFX OpenURL Classic Catalog "WestCat"
  28. 28. Comparative Usage – Google Analytics
  29. 29. Summon and Links to Full Text Articles
  30. 30. Acceptance Differing paradigm (discovery vs. search, unknown vs. known items) 370 million objects discoverable at WMU (273 million are newspaper articles) 46 differing material formats 593 million total objects at WMU and all other Summon sites
  31. 31. Summon Forward• Updated at SerialsSolutions • Knowledgebase updates • Modified constantly • Software updates • Agile development cycle• Problems and glitches remain: sending support tickets and continuing discussion • De-duping process improved • Relevancy display tweaks • Database recommender upgraded• New features mean new options/challenges
  32. 32. user Web dev proxy serverserver (mailgw)(squid) Voyager SFX server server
  33. 33. nextcat VM catalogdevcatexp VM (SVN) server userdevcatdir VM catindex devcatsys VM server Web dev vmdev proxy server devcatweb VM server server (squid) (mailgw) devcatindex VM stockcat VM catindex-backup VM cat-backup VM Voyager SFX server server
  34. 34. nextcat VM catalogdevcatexp VM (SVN) server userdevcatdir VM catindex devcatsys VM server Web dev vmdev proxy server devcatweb VM server server (squid) (mailgw) devcatindex VM Summon stockcat VM catindex-backup VM cat-backup VM Voyager SFX server server
  35. 35. (Scott’s concluding remarks slide)
  36. 36. thank you for your attention• contact us • scott.garrison@wmich.edu • sheila.bair@wmich.edu • george.boston@wmich.edu• www.wmich.edu/library/ • Summon: Power Search tab • VuFind: Catalog tab • Voyager: “Classic”• read more • 2011 ACRL Proceedings paper • 2009 Library Hi-Tech article

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