Web Scale Discovery Reality Check

Jeff Wisniewski
Jeff Wisniewskiweb services librarian at University of Pittsburgh
Web-Scale Discovery Reality
          Check

  Jeff Wisniewski         Frank Cervone
 Web Services Librarian   Vice Chancellor and
                          CIO
     University of
      Pittsburgh          Purdue University
                          Calumet
Original idea…
Here’s the problem…
• The ILS is no longer integrated
• Libraries don’t work with their ILS but around it
   ▫ Duplicate data entry
       Bibliographic
       Financial transactions
• Digital materials are the majority of the
  collection
   ▫ Often managed by separate staff in separate, often
     inefficient workflows
Burke, Jane. 2012. Sometimes you just have to start over. Serial Solutions Words, January 24, 2012.
    Online at http://www.serialssolutions.com/en/words/detail/sometimes-you-just-have-to-
    start-over
Important point #1

 0% of users start their research on your library’s
       website, so discovery needs to be diffuse
Important point #2
Fulfillment is just as important as discovery

• All of these need to be as seamless and
  integrated as possible:
 ▫   Remote access
 ▫   openURL
 ▫   ILL
 ▫   Requesting and other catalog functionality
Some bizarre arguments
• Users generally do not tag or review in next
  generation catalogs
Common arguments
• No need for broad searches
• Aggregated indices are
  opaque
• Encourages lazy searching
• We can/should/are teaching
  users to search “properly”
• Google Scholar already does
  this
No need for broad searches
• Searching through millions of items is not necessary
  and tends to confuse users
     No real evidence to support this claim

• There are better more discipline specific tools
     This is true, so use them when appropriate
     In most cases though, this is not really the issue

•   As research becomes more complex, most
    researchers are interested in the long-tail results
Aggregated indices are opaque
• Is it full text? Metadata?
• What about “quality?”
• Balancing the needs of certainty
  vs. sufficiency
 ▫ Satisficing
• Discovery tools are simply easier
  to use
  Howard, D., and Wiebrands, C. (2011). Culture Shock: Librarians' Response to Web Scale Search. Information
     Online Conference. Online at http://www.information-
     online.com.au/sb_clients/iog/data/content_item_files/000001/paper_2011_A1.pdf
  Connaway, L. S., Dickey, T. S., Radford, M. (2011). If It Is Too Inconvenient, I’m Not Going After It: Convenience as a
     Critical Factor in Information-seeking Behaviors. OCLC Research. Online at
     http://www.oclc.org/research/publications/library/2011/connaway-lisr.pdf
Discovery is only as good as the
content included or excluded
• Yes, but it’s our job to know
  that and work to get
  problems fixed

• Our patrons don’t know and
  (generally) don’t care

• Favoritism – a legitimate
  concern
Encourages lazy searching
 • Quick and dirty searches

 • Welcome to the real world!

 • People expect to be able to
   search easily

 • Tools tend to increase
   usage of library resources
     ▫ Serendipity

Way, D. (2010). The Impact of Web-scale Discovery on the Use of a Library Collection. Serials Review,
   36(4), pp. 214-220. Online at http://dx.doi.org/10.1016/j.serrev.2010.07.002
“…dramatic increase in the use of full-text
 resources from full-text database and
 online journal collections…”

        Which is a dramatic increase in ROI

Doug Way, The Impact of Web-scale Discovery on the Use of a Library Collection, Serials Review,
   Volume 36, Issue 4, December 2010, Pages 214-220, ISSN 0098-7913,
   10.1016/j.serrev.2010.07.002.
(http://www.sciencedirect.com/science/article/pii/S0098791310000882)
We can/should/are teaching
users to search “properly”
Users failed:
• Finding the correct starting-point for the search
• Using search terms that were indexed and therefore
  searchable
• Got lost clicking subject heading and call number links
                     WHY?
  “Participants expected library searching to
   behave like their other search experiences”

 -Nancy Kress, Darcy Del Bosque, Tom Ipri, (2011) "User failure to find known library items",
                                         New Library World, Vol. 112 Iss: 3/4, pp.150 - 170
Speaking of teaching…

“Bibliographic instruction is much better received
 and easier to provide, as Primo has freed
 librarians to spend more time teaching
 the finer points of research resources and
 methods…instead of basic search
 mechanics.”

Discovering what works: thinking of implementing a discovery service? Successful pioneers
   of several products describe their experiences.
Zinthia C. Briceno-Rosales, Rebecca Fernandez, Amanda Clay Powers, and Ken Varnum.
   Library Journal. 136.19 (Nov. 15, 2011
Google scholar already does this
 • Google Scholar is free
 • Interface is user friendly
 • Outperforms discovery tools?
    ▫ Not true
         Found wanting on validity and reliability
         Many of the results did not add any significant value to
          the topic in question
          http://www.tandfonline.com/doi/full/10.1080/0361526
          X.2011.592115
 • Customization is not easy
    ▫ Affiliation settings are pretty hidden
Timpson, H., and Sansom, G. (2011). A Student Perspective on e-Resource Discovery: Has the Google
   Factor Changed Publisher Platform Searching Forever? The Serials Librarian 61(2), pp. 253-266.
   Online at http://www.tandfonline.com/doi/full/10.1080/0361526X.2011.592115
Discovery tool may not
completely replace the online
          catalog?
Repeat after me…
             I am not our users

      I am an information professional

  My users neither search nor think like me
Unlike Janet Jackson, we’re NOT
in control




  So we need to stop thinking like we have to be
We don’t need to host locally,
really
Traditional in-house
implementation



   Advantages    Disadvantages
   • Complete    • Complete
     control       responsibility
Alternative models
                             SaaS
         Hosted
                        (Software as a
         services
                           Service)




                           Vendor
          Vendor
                           assumes
       assumes some
                           primary
       responsibility
                        responsibility
Bottom line benefits


                                        • Lack of specific skill sets
                                          in house
                                        • Internal policies
                             Agility    • In house regulatory
                                          compliance




                      Decreased cycle     Deployment
                      time                time is decreased

   Higher return on
   assets                Cost savings
Practical benefits
                             Eliminates
                               major
                           responsibilities
                             in keeping
                              systems
                             operational




                              Has
      Saves time and       increased             Can help
      effort                                     safeguard
      • Failed hardware
                            usage of             applications
      • Natural disaster
                           electronic            • Separate location


                           resources




                           Fast system
                           restoration
                           • Based on scalable
                             architecture at
                             vendor site
Advantages for the library
                   Demonstrably
                   less expensive
                   to implement


                                         Much faster
                                         deployment




                                     Allows us to
                                       focus on
                                    “value added”
                                       services
                Social
              computing
               benefits
Thanks
• Jeff Wisniewski – University of Pittsburgh
  ▫ Facebook.com/wisniewski.jeff
  ▫ Twitter.com/jeffwisniewski


• Frank Cervone – Purdue University Calumet
  ▫ Facebook.com/fcervone
  ▫ Twitter.com/fcervone
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Web Scale Discovery Reality Check

  • 1. Web-Scale Discovery Reality Check Jeff Wisniewski Frank Cervone Web Services Librarian Vice Chancellor and CIO University of Pittsburgh Purdue University Calumet
  • 3. Here’s the problem… • The ILS is no longer integrated • Libraries don’t work with their ILS but around it ▫ Duplicate data entry  Bibliographic  Financial transactions • Digital materials are the majority of the collection ▫ Often managed by separate staff in separate, often inefficient workflows Burke, Jane. 2012. Sometimes you just have to start over. Serial Solutions Words, January 24, 2012. Online at http://www.serialssolutions.com/en/words/detail/sometimes-you-just-have-to- start-over
  • 4. Important point #1 0% of users start their research on your library’s website, so discovery needs to be diffuse
  • 5. Important point #2 Fulfillment is just as important as discovery • All of these need to be as seamless and integrated as possible: ▫ Remote access ▫ openURL ▫ ILL ▫ Requesting and other catalog functionality
  • 6. Some bizarre arguments • Users generally do not tag or review in next generation catalogs
  • 7. Common arguments • No need for broad searches • Aggregated indices are opaque • Encourages lazy searching • We can/should/are teaching users to search “properly” • Google Scholar already does this
  • 8. No need for broad searches • Searching through millions of items is not necessary and tends to confuse users  No real evidence to support this claim • There are better more discipline specific tools  This is true, so use them when appropriate  In most cases though, this is not really the issue • As research becomes more complex, most researchers are interested in the long-tail results
  • 9. Aggregated indices are opaque • Is it full text? Metadata? • What about “quality?” • Balancing the needs of certainty vs. sufficiency ▫ Satisficing • Discovery tools are simply easier to use Howard, D., and Wiebrands, C. (2011). Culture Shock: Librarians' Response to Web Scale Search. Information Online Conference. Online at http://www.information- online.com.au/sb_clients/iog/data/content_item_files/000001/paper_2011_A1.pdf Connaway, L. S., Dickey, T. S., Radford, M. (2011). If It Is Too Inconvenient, I’m Not Going After It: Convenience as a Critical Factor in Information-seeking Behaviors. OCLC Research. Online at http://www.oclc.org/research/publications/library/2011/connaway-lisr.pdf
  • 10. Discovery is only as good as the content included or excluded • Yes, but it’s our job to know that and work to get problems fixed • Our patrons don’t know and (generally) don’t care • Favoritism – a legitimate concern
  • 11. Encourages lazy searching • Quick and dirty searches • Welcome to the real world! • People expect to be able to search easily • Tools tend to increase usage of library resources ▫ Serendipity Way, D. (2010). The Impact of Web-scale Discovery on the Use of a Library Collection. Serials Review, 36(4), pp. 214-220. Online at http://dx.doi.org/10.1016/j.serrev.2010.07.002
  • 12. “…dramatic increase in the use of full-text resources from full-text database and online journal collections…” Which is a dramatic increase in ROI Doug Way, The Impact of Web-scale Discovery on the Use of a Library Collection, Serials Review, Volume 36, Issue 4, December 2010, Pages 214-220, ISSN 0098-7913, 10.1016/j.serrev.2010.07.002. (http://www.sciencedirect.com/science/article/pii/S0098791310000882)
  • 13. We can/should/are teaching users to search “properly” Users failed: • Finding the correct starting-point for the search • Using search terms that were indexed and therefore searchable • Got lost clicking subject heading and call number links WHY? “Participants expected library searching to behave like their other search experiences” -Nancy Kress, Darcy Del Bosque, Tom Ipri, (2011) "User failure to find known library items", New Library World, Vol. 112 Iss: 3/4, pp.150 - 170
  • 14. Speaking of teaching… “Bibliographic instruction is much better received and easier to provide, as Primo has freed librarians to spend more time teaching the finer points of research resources and methods…instead of basic search mechanics.” Discovering what works: thinking of implementing a discovery service? Successful pioneers of several products describe their experiences. Zinthia C. Briceno-Rosales, Rebecca Fernandez, Amanda Clay Powers, and Ken Varnum. Library Journal. 136.19 (Nov. 15, 2011
  • 15. Google scholar already does this • Google Scholar is free • Interface is user friendly • Outperforms discovery tools? ▫ Not true  Found wanting on validity and reliability  Many of the results did not add any significant value to the topic in question http://www.tandfonline.com/doi/full/10.1080/0361526 X.2011.592115 • Customization is not easy ▫ Affiliation settings are pretty hidden Timpson, H., and Sansom, G. (2011). A Student Perspective on e-Resource Discovery: Has the Google Factor Changed Publisher Platform Searching Forever? The Serials Librarian 61(2), pp. 253-266. Online at http://www.tandfonline.com/doi/full/10.1080/0361526X.2011.592115
  • 16. Discovery tool may not completely replace the online catalog?
  • 17. Repeat after me… I am not our users I am an information professional My users neither search nor think like me
  • 18. Unlike Janet Jackson, we’re NOT in control So we need to stop thinking like we have to be
  • 19. We don’t need to host locally, really
  • 20. Traditional in-house implementation Advantages Disadvantages • Complete • Complete control responsibility
  • 21. Alternative models SaaS Hosted (Software as a services Service) Vendor Vendor assumes assumes some primary responsibility responsibility
  • 22. Bottom line benefits • Lack of specific skill sets in house • Internal policies Agility • In house regulatory compliance Decreased cycle Deployment time time is decreased Higher return on assets Cost savings
  • 23. Practical benefits Eliminates major responsibilities in keeping systems operational Has Saves time and increased Can help effort safeguard • Failed hardware usage of applications • Natural disaster electronic • Separate location resources Fast system restoration • Based on scalable architecture at vendor site
  • 24. Advantages for the library Demonstrably less expensive to implement Much faster deployment Allows us to focus on “value added” services Social computing benefits
  • 25. Thanks • Jeff Wisniewski – University of Pittsburgh ▫ Facebook.com/wisniewski.jeff ▫ Twitter.com/jeffwisniewski • Frank Cervone – Purdue University Calumet ▫ Facebook.com/fcervone ▫ Twitter.com/fcervone