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Evaluation Criteria                                       Evaluation Criteria


Search                                                          Linking

•   Basic and advanced search options                           •   To full text at journal publishers for UC
•   Keyword, especially for subject access                          subscriptions (campus and CDL)
•   Exact beginning of phrase search                            •   To UC holdings
•   Flexible author search, e.g., last name first or first      •   Directly to individual database, bypassing
    name last; initials expanded or truncated                       vendor’s home page or forcing a default
•   Fielded searching                                               database
•   Phrase searching
•   Proximity searching
•   Truncation, stemming, wild cards                            Help / Documentation
•   Limits, e.g., location, format, language
•   Browse of subject terms: thesaurus functions, e.g.,         •   Useful error messages
    broader, narrower, related                                  •   Glossary of terms, help topics
•   Search from heading links, e.g, author,subject              •   “How to…” / Tutorials
•   Related articles algorithm                                  •   Contextual help
•   Natural language mapped to controlled vocabulary            •   Training: adaptable user guides
•   Boolean / search sets                                       •   Feedback: ability to send comments
•   Special indexes, e.g., map coordinates, musical
    keys/themes
                                                                Standards
•   Search history
•   Command search option
                                                                •   Z39.50 server or API for search/display
•   Easy to logoff
                                                                •   Telnet or command option
                                                                •   ADA compliance
Display                                                         •   Not bandwidth intensive
                                                                •   Multiple browsers supported
•   Short / full / citation / abstracts                         •   Authentication: IP address; certificates
•   Configurable by field                                       •   MARC, XML, PDF
•   Download option
•   Download option in tags format
                                                                Performance
•   Download URL (primarily for articles)
•   Jump to specific record
                                                                •   Reliability
•   Configurable number of records per page
                                                                •   Speed of results
•   Sorting/ranking: date, author/title, relevancy, frequency
    of subject term                                             •   Frequency of data updates
                                                                •   Notification of scheduled and unscheduled
                                                                    outages
Services                                                        •   Advance notification of interface changes
                                                                •   Availability
•   Update / current awareness service
•   Save / mark: within session; across sessions;
    reasonable limit on number of citations                     Evaluation
•   Print: formatted to remove html, images
                                                                •   Statistics
•   Email: include message, topic; reasonable limit on
    number of citations                                         •   Vendor responsiveness to suggested
                                                                    changes
•   Download: Z39.80 standard preferred; reasonable limit
    on number of citations
•   Request: provide option in interface; ability to format
    ISO record with citation; ability to pass user to CDL
                                                                Credits:
    front end
•   Document delivery: ability to specify service               Document developed by the California Digital
•   Limit by location or access rights                          Library Tools and Services Working Group with
                                                                assistance from CDL Resource Liaisons



Distributed by the California Digital Library
Society for Scholarly Publishing 26th Annual Meeting 2004

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98 poe 2

  • 1. Evaluation Criteria Evaluation Criteria Search Linking • Basic and advanced search options • To full text at journal publishers for UC • Keyword, especially for subject access subscriptions (campus and CDL) • Exact beginning of phrase search • To UC holdings • Flexible author search, e.g., last name first or first • Directly to individual database, bypassing name last; initials expanded or truncated vendor’s home page or forcing a default • Fielded searching database • Phrase searching • Proximity searching • Truncation, stemming, wild cards Help / Documentation • Limits, e.g., location, format, language • Browse of subject terms: thesaurus functions, e.g., • Useful error messages broader, narrower, related • Glossary of terms, help topics • Search from heading links, e.g, author,subject • “How to…” / Tutorials • Related articles algorithm • Contextual help • Natural language mapped to controlled vocabulary • Training: adaptable user guides • Boolean / search sets • Feedback: ability to send comments • Special indexes, e.g., map coordinates, musical keys/themes Standards • Search history • Command search option • Z39.50 server or API for search/display • Easy to logoff • Telnet or command option • ADA compliance Display • Not bandwidth intensive • Multiple browsers supported • Short / full / citation / abstracts • Authentication: IP address; certificates • Configurable by field • MARC, XML, PDF • Download option • Download option in tags format Performance • Download URL (primarily for articles) • Jump to specific record • Reliability • Configurable number of records per page • Speed of results • Sorting/ranking: date, author/title, relevancy, frequency of subject term • Frequency of data updates • Notification of scheduled and unscheduled outages Services • Advance notification of interface changes • Availability • Update / current awareness service • Save / mark: within session; across sessions; reasonable limit on number of citations Evaluation • Print: formatted to remove html, images • Statistics • Email: include message, topic; reasonable limit on number of citations • Vendor responsiveness to suggested changes • Download: Z39.80 standard preferred; reasonable limit on number of citations • Request: provide option in interface; ability to format ISO record with citation; ability to pass user to CDL Credits: front end • Document delivery: ability to specify service Document developed by the California Digital • Limit by location or access rights Library Tools and Services Working Group with assistance from CDL Resource Liaisons Distributed by the California Digital Library Society for Scholarly Publishing 26th Annual Meeting 2004