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AVOIDING A LEVEL OF
DISCONTENT IN FINDING AIDS
An Analysis of User Engagement Across EAD Levels
Utah LibraryAssociation
Annual Conference
May 20, 2022
Layton, UT
PRESENTERS
Paul Daybell
Archival Cataloging Librarian
paul.daybell@usu.edu
Andrea Payant
Metadata Librarian
andrea.payant@usu.edu
Becky Skeen
Special Collections Cataloging Librarian
becky.skeen@usu.edu
Liz Woolcott
Cataloging and Metadata Services Unit Head
liz.woolcott@usu.edu
ADDITIONAL CONTRIBUTORS
Coders/Analysis
• Sara Skindelien
• Anna-Maria Arnljots
• Kurt Alan Meyer
• Melanie Shaw
• Bryn Larsen
• Maddison Gardner
Advisors/Reviewers
• Randy Williams
• Bob Parson
• Terri Jordan
• Kelly Rovegno
Thank You!!
PRESENTATION OUTLINE
BACKGROUND
1
3
2
4
METHODOLOGY
RESULTS & ANALYSIS
DISCUSSION & TAKEAWAYS
1 BACKGROUND
DISCOVERABILITY RESEARCH PROJECTS
Multi-year phased research into user search
behavior for all metadata standards
employed by USU’s Cataloging and
Metadata Services unit
• Phase 1: MARC records
• Phase 2: EAD
• Phase 3: Dublin Core
CURRENT EAD WORKFLOWS
 EAD finding aid creation and remediation done by staff in
both the SCA & CMS units
 CMS created finding aids first generated in XML, with the
<dsc> populated from an Excel spreadsheet using a mail
merge process
 Once created, the finding aid is loaded into two separate
locations:
• ArchivesSpace (staff only viewing)
• Archives West (consortia site for public
viewing and searching)
STEP 1
Create two versions of
same finding aid with
one described at the file
(box or folder) level and
the other at the item-
level
STEP 2
Post both finding aids
online at the same time
and leave up for at least
a year
STEP 3
After time is up, pull
analytics for each guide
and assess which
descriptive level was
most frequently
accessed
EAD RESEARCH PROJECT BASICS
2 METHODOLOGY
DUELING FINDING AIDS
• Five total collections
• Two EAD Finding Aids created for each collection
o Identical finding aids EXCEPT the collection inventory
o One at the box level of description
o One at the item level of description
o Posted online and left untouched for a minimum of 1 year
BOX-LEVEL DESCRIPTION
ITEM-LEVEL DESCRIPTION
● Utah State University College
Journal Index (USU 10.02:27):
Collection of 16 boxes of newspaper clippings
covering the University from 1890 to 1954
● Utah State University Football
Programs (USU 16.1/2:55): Collection
of 16 boxes of programs for football games
(including team and biographies of
players/coaches) from 1904-2012
● Utah State University Basketball
Programs (USU 16.1/3:55): Collection
of 11 boxes of programs for basketball games
(including team rosters) from 1948-1991
● Adam's Elementary Valentine's
Tea Fieldwork (FOLK COLL 69):
Collection of 3 boxes of interviews, slides, and
cassette tapes documenting a Valentine's Tea
at a local elementary school from 1995-2012
● Bear River Heritage Barn Survey
(FOLK COLL 29a): Collection of
14 boxes of interviews, photographs, and
fieldnotes documenting historic barns in the
Bear River Heritage Area from 2002-2016
COLLECTIONS
UNIVERSITY ARCHIVES FIFE FOLKLORE ARCHIVES
https://archiveswest.orbiscascade.org/ark:/80444/xv901763
https://archiveswest.orbiscascade.org/ark:/80444/xv901763/op=fstyle.aspx/t=k&q=barn+survey&f_
repo=US-ula
PULLING & CODING URLS
Search Terms USU Repository
ARK
ARK
AIRTABLE CODING BASE
SEARCH TERMS IN EAD
3 RESULTS & ANALYSIS
WHAT TYPE OF SEARCH TERMS
ARE MOST COMMONLY USED BY
PATRONS AND WHERE ARE THEY
FOUND IN THE FINDING AID?
RESEARCH QUESTION
1
WHAT TYPE OF SEARCH TERMS WERE USED?
Search QueryType Occurrencein URLs(n=140) Percentageof URLs
Last Name 109 77.86%
First Name 80 57.14%
Subject 20 14.29%
Institutional Name 12 8.57%
Middle Name 8 5.71%
Collection Name 5 3.57%
Organization Name 5 3.57%
Place 4 2.86%
Year 3 2.14%
Collection Number 2 1.43%
Title (Person) 2 1.43%
Campus location 1 0.71%
Format 1 0.71%
Search Terms Most Used = Personal Names
WHICH SECTIONS CONTAINED SEARCH TERMS?
Sectionof Finding Aid Number of URLs(n=140) Percentageof Total URLswithSearch Terms
Collection Inventory 133 95.0%
Frontmatter 28 20.0%
Controlled Access 4 2.9%
Collection Inventory Contained the Most Search Terms
IN WHICH TAGS ARE SEARCH TERMS OFTEN FOUND?
Tag Label* Tag Hierarchy Numberof URLs(n=140) Percentage of TotalURLswithSearchTerms
Frontmatter 28 20.0%
Restrictions on Use <archdesc><userestrict> 24 17.1%
Preferred Citation <archdesc><prefercite> 23 16.4%
Title <archdesc><did><unittitle> 22 15.7%
Summary <archdesc><did><abstract> 20 14.3%
Historical Note <archdesc><bioghist> 20 14.3%
Acquisitions Information <archdesc><acqinfo> 14 10.0%
Repository <archdesc><did><repository><corpname> 9 6.4%
Creator <archdesc><did><origination><persname> 6 4.3%
Content Description <archdesc><scopecontent> 3 2.1%
Collection Number <archdesc><did><unitid> 3 2.1%
Related Material <archdesc><relatedmaterial> 3 2.1%
Access Restrictions <archdesc><accessrestrict> 0 0.0%
Dates <archdesc><did><unitdate> 0 0.0%
Quantity <archdesc><did><physdesc><extent> 0 0.0%
Languages <archdesc><did><langmaterial> 0 0.0%
Arrangement <archdesc><arrangement> 0 0.0%
Processing Note <archdesc><processinfo> 0 0.0%
CollectionInventory (labeled“DetailedDescriptionof Collection”) 133 95.0%
Scope and Content <archdesc><dsc><c0x><did><scopecontent> 114 81.4%
Unit Title <archdesc><dsc><c0x><did><unittitle> 31 22.1%
Unit Date <archdesc><dsc><c0x><did><unitdate> 3 2.1%
Container <archdesc><dsc><c0x><did><container> 0 0.0%
Unit ID <archdesc><dsc><c0x><did><unitid> 0 0.0%
Extent <archdesc><dsc><c0x><physdesc><extent> 0 0.0%
ControlledAccessTerms 4 2.9%
Subject Terms <archdesc><controlaccess><subject> 4 2.9%
Geographical Names <archdesc><controlaccess><geogname> 4 2.9%
Personal Names <archdesc><controlaccess><persname> 0 0.0%
Other 2 1.4%
[Search Term Not Found]** N/A 2 1.4%
IN WHICH TAGS ARE SEARCH TERMS ONLY FOUND?
Tag Label* Tag Hierarchy Numberof URLs Percentage of URLs
Frontmatter 0 0%
Access Restrictions <archdesc><accessrestrict> 0 0%
Acquisitions Information <archdesc><acqinfo> 0 0%
Arrangement <archdesc><arrangement> 0 0%
Collection Number <archdesc><did><unitid> 0 0%
Content Description <archdesc><scopecontent> 0 0%
Creator <archdesc><did><origination><persname> 0 0%
Dates <archdesc><did><unitdate> 0 0%
Historical Note <archdesc><bioghist> 0 0%
Languages <archdesc><did><langmaterial> 0 0%
Preferred Citation <archdesc><prefercite> 0 0%
Processing Note <archdesc><processinfo> 0 0%
Quantity <archdesc><did><physdesc><extent> 0 0%
Related Material <archdesc><relatedmaterial> 0 0%
Repository <archdesc><did><repository><corpname> 0 0%
Restrictions on Use <archdesc><userestrict> 0 0%
Summary <archdesc><did><abstract> 0 0%
Title <archdesc><did><unittitle> 0 0%
CollectionInventory (labelled“DetailedDescriptionof Collection”) 107 76%
Scope and Content <archdesc><dsc><c0x><did><scopecontent> 101 72%
Unit Title <archdesc><dsc><c0x><did><unittitle> 6 4%
Unit Date <archdesc><dsc><c0x><did><unitdate> 0 0%
Container <archdesc><dsc><c0x><did><container> 0 0%
Unit ID <archdesc><dsc><c0x><did><unitid> 0 0%
Extent <archdesc><dsc><c0x><physdesc><extent> 0 0%
ControlAccessTerms 0 0%
Subject Terms <archdesc><controlaccess><subject> 0 0%
Geographical Names <archdesc><controlaccess><geogname> 0 0%
Personal Names <archdesc><controlaccess><persname> 0 0%
Sub-total 107
Total URLs with search terms 140
76% of searches
would not have
been displayed
to patrons if the
Collection
Inventory was
missing
IS THERE A MEASURABLE
DIFFERENCE IN DISCOVERABILITY
AND USER INTERACTIONS
BETWEEN FINDING AIDS
DESCRIBED TO THE ITEM-LEVEL
AND FINDING AIDS DESCRIBED TO
THE BOX OR FOLDER LEVEL?
RESEARCH QUESTION
2
HOW OFTEN WERE FINDING AIDS ACCESSED?
Pageviewsby Level of Description
File Item Both File and Item
Collection Name Pageviews % of File-levelPageviews Pageviews % of Item-levelPageviews Total Pageviews % of Total
Utah State University College Journal Index 2 9.52% 19 90.48% 21 1.78%
Utah State University FootballPrograms 8 0.93% 852 99.07% 860 72.70%
Adams Elementary/Valentine's Tea Fieldwork 0 0.00% 0 0.00% 0 0.00%
Bear River Heritage Barn Survey 5 21.74% 18 78.26% 23 1.94%
Utah State University Men's Basketball Programs 4 1.43% 275 98.57% 279 23.58%
Total 19 1.61% 1164 98.39% 1183 100%
WHAT PERCENT OF DAYS ONLINE WERE FINDING AIDS
ACCESSED?
CollectionName DaysOnline Number of DaysAccessed Percentageof DaysAccessed
File Item File Item File Item
Utah State University College Journal
Index 671 671 2 24 0.30% 3.58%
Utah State University Football
Programs 572 572 7 414 1.22% 72.38%
Adams Elementary/Valentine's Tea
Fieldwork 547 547 0 0 0.00% 0.00%
Bear River Heritage Barn Survey 526 526 4 17 0.76% 3.23%
Utah State University Men's Basketball
Programs 407 407 4 174 0.98% 42.75%
Total 17 629
Average 0.65% 24.39%
HOW MUCH TIME DID USERS SPEND LOOKING?
CollectionName
Average Time on Page
(Seconds)
Average Time on Page
(Minutes)
Levelof Description
File Item File Item
Utah State University College Journal Index 4 201 0.06 3.35
Utah State University Football Programs 60 58 1.00 0.97
Adams Elementary Valentine's Tea Fieldwork 0 0 0.00 0.00
Bear River Heritage Barn Survey 62 246 1.03 4.10
Utah State University Men's Basketball Programs 6 54 0.10 0.91
Average 26.27 111.89 0.44 1.86
HOW DO SEARCH PARAMETERS
IMPACT DISCOVERABILITY FOR
FILE-LEVEL DESCRIPTION VS. ITEM-
LEVEL DESCRIPTION?
RESEARCH QUESTION
3
HOW DID PAGEVIEWS DIFFER BETWEEN DESCRIPTION
LEVELS?
URL Type
Bear River
Heritage
College Journal
USU football
programs
USU men's
basketballprograms
All Collections
Total
File Item File Item File Item File Item File Item
No search parameters 3 10 0 10 0 744 2 257 5 1021 1026
Search Parameters Included 2 8 2 9 8 108 2 18 14 143 157
Total 5 18 2 19 8 852 4 275 19 1164 1183
Item-level finding aids were more likely to be
viewed across the board
IS THERE A DIFFERENCE IN WHERE SEARCH TERMS
ARE FOUND BETWEEN DESCRIPTION LEVELS?
Tag Label* Tag and Tag Hierarchy
Item File
Total
Numberor
URLs
Numberof
URLs
Frontmatter 16 12 28
Access Restrictions <archdesc><accessrestrict> 0 0 0
Acquisitions Information <archdesc><acqinfo> 6 8 14
Arrangement <archdesc><arrangement> 0 0 0
CollectionNumber <archdesc><did><unitid> 1 2 3
Content Description <archdesc><scopecontent> 1 2 3
Creator <archdesc><did><origination><persname> 3 3 6
Dates <archdesc><did><unitdate> 0 0 0
Historical Note <archdesc><bioghist> 11 9 20
Languages <archdesc><did><langmaterial> 0 0 0
Preferred Citation <archdesc><prefercite> 11 12 23
Processing Note <archdesc><processinfo> 0 0 0
Quantity <archdesc><did><physdesc><extent> 0 0 0
Related Materials <archdesc><relatedmaterials> 1 2 3
Repository <archdesc><repository><corpname> 4 5 9
Restrictions on Use <archdesc><userestrict> 13 11 24
Summary <archdesc><did><abstract> 11 9 20
Title <archdesc><did><unittitle> 11 11 22
CollectionInventory (labeled“DetailedDescriptionof Collection”) 126 7 133
Scope and Content <archdesc><dsc><c0x><did><scopecontent> 114 0 114
Unit Title <archdesc><dsc><c0x><did><unittitle> 24 7 31
Unit Date <archdesc><dsc><c0x><did><unitdate> 1 2 3
Container <archdesc><dsc><c0x><did><container> 0 0 0
Unit ID <archdesc><dsc><c0x><did><unitid> 0 0 0
Extent <archdesc><dsc><c0x><physdesc><extent> 0 0 0
ControlAccessTerms 3 1 4
Subject Terms <archdesc><controlaccess><subject> 3 1 4
Geographical Names <archdesc><controlaccess><geogname> 3 1 4
Personal Names <archdesc><controlaccess><persname> 0 0 0
Other 2 0 2
[Search Term Not Found] N/A
2 0 2
URLs Accessed 128 12 140
4 DISCUSSION & TAKEAWAYS
NAMES
Are the most
common searches
PAGEVIEWS
Are driven by the
Collection Inventory
INVENTORY
Lack of robust Collection
Inventory negatively
impacts discoverability
MAJOR THEMES
77.86 %
Of search terms were
names
95 %
Of all search terms
were found in the
Collection Inventory
76 %
Of URLS with search
terms, matched only the
<scopecontent> and
<unittitle> tags
RQ1: WHAT TYPE OF SEARCH TERMS WERE MOST
COMMONLY USED BY PATRONS AND WHERE ARE THEY
FOUND IN THE FINDING AID?
6,100 %
Item-level
descriptions were
61x more
discoverable
98.39 %
Of all pageviews
occurred in item-
level description
finding aids
3,750 %
Item-level finding
aids were accessed
on 37.5x more days
that file-level finding
aides
RQ2: IS THERE A MEASURABLE DIFFERENCE IN
DISCOVERABILITY BETWEEN FINDING AIDS DESCRIBED TO
THE ITEM-LEVEL AND FINDING AIDS DESCRIBED TO A BOX
OR FOLDER LEVEL?
1,020 %
Item-level finding aids
averaged 1,020% more
pageviews for instances
where search
parameters are known
(database searches)
20,420 %
Item-level finding aids
averaged 20,420%
more pageviews for
instances where search
parameters are unknown
(browser-driven traffic)
90 %
Of URLs with search
terms matched the
item-level finding
aid, with only 5%
matching the file-
level finding aid
RQ3: HOW DO SEARCH PARAMETERS IMPACT
DISCOVERABILITY FOR FILE-LEVEL DESCRIPTION VS. ITEM-
LEVEL DESCRIPTION?
WHAT DO WE DO WITH THIS?
NAME
Use personal names
wherever feasible
IDENTIFY
Existing collections that
could improve with item-
level description
COMBINE WORKFLOWS
Use the item-level
metadata created during
digitization to expand the
Collection Inventories
INVESTIGATE
Conduct further research
on whether updated
guides increase
pageviews and what kinds
of collections are most
impacted
Results published soon in Journal of Archival Organization
Research project procedures:
https://usulibrary.atlassian.net/wiki/spaces/ULC/pages/1077706774/Discov
erability+Research+Projects
RESOURCES
CONTRIBUTORS
Coders/Analysis
• Sara Skindelien
• Anna-Maria Arnljots
• Kurt Alan Meyer
• Melanie Shaw
• Bryn Larsen
• Maddison Gardner
Advisors/Reviewers
• Randy Williams
• Bob Parson
• Terri Jordan
• Kelly Rovegno
QUESTIONS?
Paul Daybell
Archival Cataloging Librarian
paul.daybell@usu.edu
Andrea Payant
Metadata Librarian
andrea.payant@usu.edu
Becky Skeen
Special Collections Cataloging Librarian
becky.skeen@usu.edu
Liz Woolcott
Cataloging and Metadata Services Unit Head
liz.woolcott@usu.edu

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Avoiding a Level of Discontent in Finding Aids: An Analysis of User Engagement Across EAD Levels

  • 1. AVOIDING A LEVEL OF DISCONTENT IN FINDING AIDS An Analysis of User Engagement Across EAD Levels Utah LibraryAssociation Annual Conference May 20, 2022 Layton, UT
  • 2. PRESENTERS Paul Daybell Archival Cataloging Librarian paul.daybell@usu.edu Andrea Payant Metadata Librarian andrea.payant@usu.edu Becky Skeen Special Collections Cataloging Librarian becky.skeen@usu.edu Liz Woolcott Cataloging and Metadata Services Unit Head liz.woolcott@usu.edu
  • 3. ADDITIONAL CONTRIBUTORS Coders/Analysis • Sara Skindelien • Anna-Maria Arnljots • Kurt Alan Meyer • Melanie Shaw • Bryn Larsen • Maddison Gardner Advisors/Reviewers • Randy Williams • Bob Parson • Terri Jordan • Kelly Rovegno Thank You!!
  • 6. DISCOVERABILITY RESEARCH PROJECTS Multi-year phased research into user search behavior for all metadata standards employed by USU’s Cataloging and Metadata Services unit • Phase 1: MARC records • Phase 2: EAD • Phase 3: Dublin Core
  • 7. CURRENT EAD WORKFLOWS  EAD finding aid creation and remediation done by staff in both the SCA & CMS units  CMS created finding aids first generated in XML, with the <dsc> populated from an Excel spreadsheet using a mail merge process  Once created, the finding aid is loaded into two separate locations: • ArchivesSpace (staff only viewing) • Archives West (consortia site for public viewing and searching)
  • 8. STEP 1 Create two versions of same finding aid with one described at the file (box or folder) level and the other at the item- level STEP 2 Post both finding aids online at the same time and leave up for at least a year STEP 3 After time is up, pull analytics for each guide and assess which descriptive level was most frequently accessed EAD RESEARCH PROJECT BASICS
  • 10. DUELING FINDING AIDS • Five total collections • Two EAD Finding Aids created for each collection o Identical finding aids EXCEPT the collection inventory o One at the box level of description o One at the item level of description o Posted online and left untouched for a minimum of 1 year
  • 13. ● Utah State University College Journal Index (USU 10.02:27): Collection of 16 boxes of newspaper clippings covering the University from 1890 to 1954 ● Utah State University Football Programs (USU 16.1/2:55): Collection of 16 boxes of programs for football games (including team and biographies of players/coaches) from 1904-2012 ● Utah State University Basketball Programs (USU 16.1/3:55): Collection of 11 boxes of programs for basketball games (including team rosters) from 1948-1991 ● Adam's Elementary Valentine's Tea Fieldwork (FOLK COLL 69): Collection of 3 boxes of interviews, slides, and cassette tapes documenting a Valentine's Tea at a local elementary school from 1995-2012 ● Bear River Heritage Barn Survey (FOLK COLL 29a): Collection of 14 boxes of interviews, photographs, and fieldnotes documenting historic barns in the Bear River Heritage Area from 2002-2016 COLLECTIONS UNIVERSITY ARCHIVES FIFE FOLKLORE ARCHIVES
  • 17. 3 RESULTS & ANALYSIS
  • 18. WHAT TYPE OF SEARCH TERMS ARE MOST COMMONLY USED BY PATRONS AND WHERE ARE THEY FOUND IN THE FINDING AID? RESEARCH QUESTION 1
  • 19. WHAT TYPE OF SEARCH TERMS WERE USED? Search QueryType Occurrencein URLs(n=140) Percentageof URLs Last Name 109 77.86% First Name 80 57.14% Subject 20 14.29% Institutional Name 12 8.57% Middle Name 8 5.71% Collection Name 5 3.57% Organization Name 5 3.57% Place 4 2.86% Year 3 2.14% Collection Number 2 1.43% Title (Person) 2 1.43% Campus location 1 0.71% Format 1 0.71% Search Terms Most Used = Personal Names
  • 20. WHICH SECTIONS CONTAINED SEARCH TERMS? Sectionof Finding Aid Number of URLs(n=140) Percentageof Total URLswithSearch Terms Collection Inventory 133 95.0% Frontmatter 28 20.0% Controlled Access 4 2.9% Collection Inventory Contained the Most Search Terms
  • 21. IN WHICH TAGS ARE SEARCH TERMS OFTEN FOUND? Tag Label* Tag Hierarchy Numberof URLs(n=140) Percentage of TotalURLswithSearchTerms Frontmatter 28 20.0% Restrictions on Use <archdesc><userestrict> 24 17.1% Preferred Citation <archdesc><prefercite> 23 16.4% Title <archdesc><did><unittitle> 22 15.7% Summary <archdesc><did><abstract> 20 14.3% Historical Note <archdesc><bioghist> 20 14.3% Acquisitions Information <archdesc><acqinfo> 14 10.0% Repository <archdesc><did><repository><corpname> 9 6.4% Creator <archdesc><did><origination><persname> 6 4.3% Content Description <archdesc><scopecontent> 3 2.1% Collection Number <archdesc><did><unitid> 3 2.1% Related Material <archdesc><relatedmaterial> 3 2.1% Access Restrictions <archdesc><accessrestrict> 0 0.0% Dates <archdesc><did><unitdate> 0 0.0% Quantity <archdesc><did><physdesc><extent> 0 0.0% Languages <archdesc><did><langmaterial> 0 0.0% Arrangement <archdesc><arrangement> 0 0.0% Processing Note <archdesc><processinfo> 0 0.0% CollectionInventory (labeled“DetailedDescriptionof Collection”) 133 95.0% Scope and Content <archdesc><dsc><c0x><did><scopecontent> 114 81.4% Unit Title <archdesc><dsc><c0x><did><unittitle> 31 22.1% Unit Date <archdesc><dsc><c0x><did><unitdate> 3 2.1% Container <archdesc><dsc><c0x><did><container> 0 0.0% Unit ID <archdesc><dsc><c0x><did><unitid> 0 0.0% Extent <archdesc><dsc><c0x><physdesc><extent> 0 0.0% ControlledAccessTerms 4 2.9% Subject Terms <archdesc><controlaccess><subject> 4 2.9% Geographical Names <archdesc><controlaccess><geogname> 4 2.9% Personal Names <archdesc><controlaccess><persname> 0 0.0% Other 2 1.4% [Search Term Not Found]** N/A 2 1.4%
  • 22. IN WHICH TAGS ARE SEARCH TERMS ONLY FOUND? Tag Label* Tag Hierarchy Numberof URLs Percentage of URLs Frontmatter 0 0% Access Restrictions <archdesc><accessrestrict> 0 0% Acquisitions Information <archdesc><acqinfo> 0 0% Arrangement <archdesc><arrangement> 0 0% Collection Number <archdesc><did><unitid> 0 0% Content Description <archdesc><scopecontent> 0 0% Creator <archdesc><did><origination><persname> 0 0% Dates <archdesc><did><unitdate> 0 0% Historical Note <archdesc><bioghist> 0 0% Languages <archdesc><did><langmaterial> 0 0% Preferred Citation <archdesc><prefercite> 0 0% Processing Note <archdesc><processinfo> 0 0% Quantity <archdesc><did><physdesc><extent> 0 0% Related Material <archdesc><relatedmaterial> 0 0% Repository <archdesc><did><repository><corpname> 0 0% Restrictions on Use <archdesc><userestrict> 0 0% Summary <archdesc><did><abstract> 0 0% Title <archdesc><did><unittitle> 0 0% CollectionInventory (labelled“DetailedDescriptionof Collection”) 107 76% Scope and Content <archdesc><dsc><c0x><did><scopecontent> 101 72% Unit Title <archdesc><dsc><c0x><did><unittitle> 6 4% Unit Date <archdesc><dsc><c0x><did><unitdate> 0 0% Container <archdesc><dsc><c0x><did><container> 0 0% Unit ID <archdesc><dsc><c0x><did><unitid> 0 0% Extent <archdesc><dsc><c0x><physdesc><extent> 0 0% ControlAccessTerms 0 0% Subject Terms <archdesc><controlaccess><subject> 0 0% Geographical Names <archdesc><controlaccess><geogname> 0 0% Personal Names <archdesc><controlaccess><persname> 0 0% Sub-total 107 Total URLs with search terms 140 76% of searches would not have been displayed to patrons if the Collection Inventory was missing
  • 23. IS THERE A MEASURABLE DIFFERENCE IN DISCOVERABILITY AND USER INTERACTIONS BETWEEN FINDING AIDS DESCRIBED TO THE ITEM-LEVEL AND FINDING AIDS DESCRIBED TO THE BOX OR FOLDER LEVEL? RESEARCH QUESTION 2
  • 24. HOW OFTEN WERE FINDING AIDS ACCESSED? Pageviewsby Level of Description File Item Both File and Item Collection Name Pageviews % of File-levelPageviews Pageviews % of Item-levelPageviews Total Pageviews % of Total Utah State University College Journal Index 2 9.52% 19 90.48% 21 1.78% Utah State University FootballPrograms 8 0.93% 852 99.07% 860 72.70% Adams Elementary/Valentine's Tea Fieldwork 0 0.00% 0 0.00% 0 0.00% Bear River Heritage Barn Survey 5 21.74% 18 78.26% 23 1.94% Utah State University Men's Basketball Programs 4 1.43% 275 98.57% 279 23.58% Total 19 1.61% 1164 98.39% 1183 100%
  • 25. WHAT PERCENT OF DAYS ONLINE WERE FINDING AIDS ACCESSED? CollectionName DaysOnline Number of DaysAccessed Percentageof DaysAccessed File Item File Item File Item Utah State University College Journal Index 671 671 2 24 0.30% 3.58% Utah State University Football Programs 572 572 7 414 1.22% 72.38% Adams Elementary/Valentine's Tea Fieldwork 547 547 0 0 0.00% 0.00% Bear River Heritage Barn Survey 526 526 4 17 0.76% 3.23% Utah State University Men's Basketball Programs 407 407 4 174 0.98% 42.75% Total 17 629 Average 0.65% 24.39%
  • 26. HOW MUCH TIME DID USERS SPEND LOOKING? CollectionName Average Time on Page (Seconds) Average Time on Page (Minutes) Levelof Description File Item File Item Utah State University College Journal Index 4 201 0.06 3.35 Utah State University Football Programs 60 58 1.00 0.97 Adams Elementary Valentine's Tea Fieldwork 0 0 0.00 0.00 Bear River Heritage Barn Survey 62 246 1.03 4.10 Utah State University Men's Basketball Programs 6 54 0.10 0.91 Average 26.27 111.89 0.44 1.86
  • 27. HOW DO SEARCH PARAMETERS IMPACT DISCOVERABILITY FOR FILE-LEVEL DESCRIPTION VS. ITEM- LEVEL DESCRIPTION? RESEARCH QUESTION 3
  • 28. HOW DID PAGEVIEWS DIFFER BETWEEN DESCRIPTION LEVELS? URL Type Bear River Heritage College Journal USU football programs USU men's basketballprograms All Collections Total File Item File Item File Item File Item File Item No search parameters 3 10 0 10 0 744 2 257 5 1021 1026 Search Parameters Included 2 8 2 9 8 108 2 18 14 143 157 Total 5 18 2 19 8 852 4 275 19 1164 1183 Item-level finding aids were more likely to be viewed across the board
  • 29. IS THERE A DIFFERENCE IN WHERE SEARCH TERMS ARE FOUND BETWEEN DESCRIPTION LEVELS? Tag Label* Tag and Tag Hierarchy Item File Total Numberor URLs Numberof URLs Frontmatter 16 12 28 Access Restrictions <archdesc><accessrestrict> 0 0 0 Acquisitions Information <archdesc><acqinfo> 6 8 14 Arrangement <archdesc><arrangement> 0 0 0 CollectionNumber <archdesc><did><unitid> 1 2 3 Content Description <archdesc><scopecontent> 1 2 3 Creator <archdesc><did><origination><persname> 3 3 6 Dates <archdesc><did><unitdate> 0 0 0 Historical Note <archdesc><bioghist> 11 9 20 Languages <archdesc><did><langmaterial> 0 0 0 Preferred Citation <archdesc><prefercite> 11 12 23 Processing Note <archdesc><processinfo> 0 0 0 Quantity <archdesc><did><physdesc><extent> 0 0 0 Related Materials <archdesc><relatedmaterials> 1 2 3 Repository <archdesc><repository><corpname> 4 5 9 Restrictions on Use <archdesc><userestrict> 13 11 24 Summary <archdesc><did><abstract> 11 9 20 Title <archdesc><did><unittitle> 11 11 22 CollectionInventory (labeled“DetailedDescriptionof Collection”) 126 7 133 Scope and Content <archdesc><dsc><c0x><did><scopecontent> 114 0 114 Unit Title <archdesc><dsc><c0x><did><unittitle> 24 7 31 Unit Date <archdesc><dsc><c0x><did><unitdate> 1 2 3 Container <archdesc><dsc><c0x><did><container> 0 0 0 Unit ID <archdesc><dsc><c0x><did><unitid> 0 0 0 Extent <archdesc><dsc><c0x><physdesc><extent> 0 0 0 ControlAccessTerms 3 1 4 Subject Terms <archdesc><controlaccess><subject> 3 1 4 Geographical Names <archdesc><controlaccess><geogname> 3 1 4 Personal Names <archdesc><controlaccess><persname> 0 0 0 Other 2 0 2 [Search Term Not Found] N/A 2 0 2 URLs Accessed 128 12 140
  • 30. 4 DISCUSSION & TAKEAWAYS
  • 31. NAMES Are the most common searches PAGEVIEWS Are driven by the Collection Inventory INVENTORY Lack of robust Collection Inventory negatively impacts discoverability MAJOR THEMES
  • 32. 77.86 % Of search terms were names 95 % Of all search terms were found in the Collection Inventory 76 % Of URLS with search terms, matched only the <scopecontent> and <unittitle> tags RQ1: WHAT TYPE OF SEARCH TERMS WERE MOST COMMONLY USED BY PATRONS AND WHERE ARE THEY FOUND IN THE FINDING AID?
  • 33. 6,100 % Item-level descriptions were 61x more discoverable 98.39 % Of all pageviews occurred in item- level description finding aids 3,750 % Item-level finding aids were accessed on 37.5x more days that file-level finding aides RQ2: IS THERE A MEASURABLE DIFFERENCE IN DISCOVERABILITY BETWEEN FINDING AIDS DESCRIBED TO THE ITEM-LEVEL AND FINDING AIDS DESCRIBED TO A BOX OR FOLDER LEVEL?
  • 34. 1,020 % Item-level finding aids averaged 1,020% more pageviews for instances where search parameters are known (database searches) 20,420 % Item-level finding aids averaged 20,420% more pageviews for instances where search parameters are unknown (browser-driven traffic) 90 % Of URLs with search terms matched the item-level finding aid, with only 5% matching the file- level finding aid RQ3: HOW DO SEARCH PARAMETERS IMPACT DISCOVERABILITY FOR FILE-LEVEL DESCRIPTION VS. ITEM- LEVEL DESCRIPTION?
  • 35. WHAT DO WE DO WITH THIS? NAME Use personal names wherever feasible IDENTIFY Existing collections that could improve with item- level description COMBINE WORKFLOWS Use the item-level metadata created during digitization to expand the Collection Inventories INVESTIGATE Conduct further research on whether updated guides increase pageviews and what kinds of collections are most impacted
  • 36. Results published soon in Journal of Archival Organization Research project procedures: https://usulibrary.atlassian.net/wiki/spaces/ULC/pages/1077706774/Discov erability+Research+Projects RESOURCES
  • 37. CONTRIBUTORS Coders/Analysis • Sara Skindelien • Anna-Maria Arnljots • Kurt Alan Meyer • Melanie Shaw • Bryn Larsen • Maddison Gardner Advisors/Reviewers • Randy Williams • Bob Parson • Terri Jordan • Kelly Rovegno
  • 38. QUESTIONS? Paul Daybell Archival Cataloging Librarian paul.daybell@usu.edu Andrea Payant Metadata Librarian andrea.payant@usu.edu Becky Skeen Special Collections Cataloging Librarian becky.skeen@usu.edu Liz Woolcott Cataloging and Metadata Services Unit Head liz.woolcott@usu.edu

Editor's Notes

  1. With complexities regarding processing times and impacts on discoverability in mind, the research team brainstormed ways to empirically assess what impact the level of description had on discoverability. In doing so, the team settled on creating two identical versions of the same EAD finding aid with the only variation being in the inventory description. One version would be described to the item level and the other to the box or folder level. Both versions of the EAD finding aid would be posted online at the same time and left untouched for a minimum of a year. After that time the web analytics for each finding aid would be pulled and analyzed for usage patterns.  We felt that this method of measuring the two descriptive levels side by side would provide the most concrete evidence of whether the descriptive level impacted discoverability. 
  2. Here is an example of the USU Football Programs finding aid described at the folder level with minimal description. The extent of the metadata consists of just the main title and date.  
  3. Here is an example of the same collection of USU Football programs described at the item level. Here we included mostly descriptions of the opponents and team rosters. 
  4. The collections chosen for this project came from the University Archives and the Fife Folklore Archives – two distinct sub-archives within the Special Collections and Archives unit. Curators in these units were asked to select 2-3 collections for description, with the caveat that the collection could have no existing online presence, in order to not skew results.  Once the two finding aids for each collection were ready, they were posted at the same time to the Archives West portal. The research team designated one person to review the online finding aids for issue or problems on the day it was posted. After this point, no research team member was permitted to search for or pull up the finding aids. The goal was to see how much traffic each finding aid was able to attract naturally. However, other library and archival staff were not restricted from accessing the finding aids because they regularly assist patrons with searching the collections. Apart from the researcher team and curators, no other person was informed about which collections were chosen for the project. 
  5. Each collection had a different start date being posted online because the research team had to develop a descriptive inventory for each collection from scratch. Once the last collection was posted online, the research team let the collections sit for one year. In 2021, the research team downloaded the traffic data for each version of each collection using Google Analytics starting with the day after the finding aid was posted online.  The collections were online between 13 and 18 months.  Along with total pageviews, the research team downloaded the URLs accessed each day for each collection from Google Analytics. A typical URL includes the ARK assigned to the finding aid, and if present, information about the search parameters chosen by the user, including search terms and filters.  When the URL is simply the ARK for the finding aid it often indicates that it was found through a browser search. In this case, search terms used by the user are unknown. When the URL included search terms or system filters, such as the unique repository symbol, it often, though not always, indicated that the user searched within the Archives West system or came through a filtered search from the USU Libraries homepage. 
  6. Once these URLs were downloaded, they were loaded into an Airtable base.  The URLs were then coded for the type of URL (static or with search terms) and whether the USU repository was selected. Search terms were then extracted from the URLs wherever present and coded for where they were found in the EAD finding aid and the type of search term used. This process was then repeated a second time by a different coder to ensure intercoder reliability. 
  7. Here is an example of a search term "Basketball" and how the coding team would work through the finding aid to determine where in the finding aid these search terms are present. 
  8. Andrea is now going to discuss the results and analysis of our coding efforts. 
  9. The URL coding data was used to answer a few research questions, first – What type of search terms are most commonly used by patrons and where are they found in the finding aid?
  10. This chart breaks down how often search query types appeared in URLs. The search terms used by patrons were primarily personal names. Last names appeared in 77% of URLs and first names appeared in 57%. The next highest category, subject terms, were used in 14% - the rest of the query types were found significantly less often.
  11. Of the three major sections of finding aids, the Collection Inventory section was by far the most pivotal section for matching user search terms, connecting with 95% of the URLs that included search terms. The Frontmatter was a very distant second, with only 20% and the Controlled Access section only connecting with 3%.
  12. This table shows the labeled headings of the finding aid, split among the three major sections of the guides. Headings are shown along with their associated tags. You can see which specific tags contained search terms and again that they were overwhelmingly found in the collection inventory section.
  13. In looking at the distribution of search terms across the sections of the finding aid, we determined that the Collection Inventory was the only section containing search terms where there was only one tag in which the search terms occurred. They represented 107 of the 140 URLs and this metric showed us that 76% of the search result URLs would not have been displayed to users if the collection inventory had been missing from the finding aid.
  14. Our second research question was – Is there a measurable difference in discoverability and user interactions between finding aids described to the item-level and finding aids described to the box or folder-level?
  15. Analytics gathered for pageviews showed that finding aids were accessed a total of 1,183 times during the 13-18 months they were posted online. The most frequently accessed collections were the Football Programs and the Men’s Basketball Programs. This table demonstrates that, overall, 98% of all pageviews occurred with item-level finding aids as compared to their file or box-level counterparts which showed that more detailed Collection Inventory sections resulted in greater discoverability.
  16. The research team looked at the number of days that a finding aid was accessed over the course of its time posted online. The item-level finding aids for the Football Programs and Men’s Basketball Programs collections were accessed the most frequently, with the football programs accessed at least once per day on 72% of the days it was posted online, and the basketball programs accessed at least once per day on 42% of the days it was available online. On the other hand, access for file-level descriptions for both collections never broke 2% of the days they were posted online. Taking the name heavy sports program collections out of the mix, the remaining collections accessed still showed a preference for the item-level description. The item-level finding aids for the College Journal and the Barn Survey were both accessed around 3% of the days they were posted online with the file-level finding aids accessed less than 1% of the days online.
  17. On average, users spent more time on pages with item-level description than file level description. In a shift from previous metrics, the College Journal Index and Bear River Heritage Barn Survey saw the most time-on-page engagement, with the item-level finding aids seeing between 3 and 4 minutes on average. Interestingly, Football Programs saw almost the same level of time engagement on file-level and item-level finding aids.
  18. Our third research question was – How do search parameters impact discoverability for file-level versus item-level description?
  19. Pageview data showed that regardless of whether search terms were present in the URL, the item-level finding aids were more likely to be viewed across the board. Illustrating this point, you can see that neither the College Journal Index nor the Football Program collections would have been accessed at all without the item-level description, indicating that browsers were not matching the file-level finding aids with user search terms.
  20. Some search query types correspond with terms that occur in multiple sections in a finding aid. These sections are primarily located in the Frontmatter portion of the finding aid which were identical between both the item-level and file-level finding aids. So, it is unsurprising that the number of times search terms triggered views were relatively similar in the file-and item-level description finding aids with regards to the frontmatter section. And as shown earlier, you can see that the Collection Inventory or <dsc> portion of the finding aid were far more likely to be accessed than file-level description.
  21. Liz will now go further discussion and major takeaways from our research
  22. I’ll go over the major take aways and sum up what Andrea has presented to you. Because there is so much data, I’ve tried to code with image to help make it easier to see. The main three things to look for in this section are: Names – which are the most used terms Pageviews - which are driven by the Collection Inventory Comparisons of item and file-level inventories. Also, the startling fact that a lack of a robust inventory meant some of our collections would have been invisible all together, including our most viewed collection.
  23. When we looked at the question “What type of search terms are most commonly used by patrons and where are they found in the finding aid?” the we found that: Search terms were predominantly personal names (almost 78 %) Subject terms, which was the next largest category, were only found about 14% of URLs with search parameters. This suggests that in order to match prominent user search patterns, archival descriptive practices can benefit from incorporating personal names wherever feasible. Unsurprisingly, these search terms were overwhelmingly found in the Collection Inventory, with 95% of all search terms found in this section. Adding to this picture, the <scopecontent> and <unittitle> tags in the Collection Inventory were also the only tags in which search terms were exclusively or ONLY found, meaning that if the Collection Inventory had not been present, the finding aid would not have been visible to the user. This occurred for 76% of the URLs where search parameters were found. These findings suggest that the content found in the Collection Inventory was often unique within the finding aid and that it more closely matched the terms that patrons were using when searching for content
  24. In the previous question, we were limited to only those URLS with search terms in them (140 out of the 146 URLs generated). URL Type Number of Unique Occurrences Pageviews No search parameters 6 1026 Search Parameters Included 140 157 Total 146 1183 When examining the findings for the question “Is there a measurable difference in discoverability between finding aids described to the item- level and finding aids described to a box or folder level?” we looked at all of the URLs and found that finding aids with more robust Collection Inventory descriptions were, by far, the most discoverable to patrons. Some of the quick things to note: Item-level descriptions were on average 6,100% more discoverable than their file-level counterpart (The range was 360% - 10,650% more discoverable, depending on the collection. ) Just over 98% of all pageviews across this entire research project occurred in finding aids with the item- level description in the Collection Inventory, leaving only less than 2% going to file-level guides Item-level finding aids were also, on average, accessed on 3,750% more day and users also spent 420% more minutes on the finding aid page than finding aids with file-level descriptions. These findings suggest that beyond the simple presence of a Collection Inventory, the extent to which the material is described significantly impacts discoverability. Item level descriptions drive pageviews
  25. Finally, when we looked further at the question “How do search parameters impact discoverability for file-level description vs. item-level description?” to determine how the first two research questions intersected – When search terms are known (so the patron is searching within ArchivesWest and not just coming from a browswer search) we found that item-level description was the single biggest driver of pageviews, averaging 1,020% more visibility for patrons. More significantly, though, for all pageviews where the search parameters were unknown (and therefore the pageviews were driven primarily by browser traffic), item-level finding aids averaged 20,420% more visibility to patrons. AND two of the collections in this research project, including the USU Football Programs, which was the most highly accessed collection, would not have been visible to browser traffic at all if they did not have an item-level description. Meaning there was no traffic to their file-level counterparts. If you remember the first research question, we identified that the Collection Inventory included the search term for 95% of URLs with search parameters. When breaking that down by item-level vs. file-level descriptions, the Frontmatter in both types of finding aids showed relatively the same frequency of access. The item-level finding aids, though, showed a substantial increase in access in the Collection Inventory section, with 90% of URLs matching the item-level finding aids and 5% matching the file-level finding aids.  
  26. So, what do we do with this information? Our plan is to build in time to include personal names where feasible. This won’t be for every collection, but we will try to do it with collections that appear to attract attention for personal names. We will likely to do this by folding digital object metadata back into the finding aids. It’s a process we have already developed, but we will divert a few more resources to this workflow We will be analyzing collections to determine where item level information is available that we could add, looking towards collections that are most likely to attract attention In next stage of the research, we will run tests to see if we can increase access to existing finding aids by just putting in personal names and determine if there are different types of collections that have a great ROI for this type of work.
  27. All of these results will be published soon in the Journal of Archival Organization. And we have all of our research procedures up online, in case you want to take a closer look or want to try it out for yourselves.
  28. We want to give a shoutout to our amazing coders, analyzers, advisors, and reviewers for this project.