Discovery Systems Used in
Academic Libraries
Projects & Case Study
Jenny Jing
Boston
06/02/2017
1. What is a Discovery System? The big picture
2. Key vendors & products: Primo, Summon, EDS
3. Projects & Case Study
4. Summary
Overview
Software InfrastructurePlatforms
ILS: Voyager, Aleph
ILL,
Etc.
Link resolver : 360 Link
library guides: LibGuides
Online databases
IR (Scholarly Publications): DSpace
DAM (Digital Preservation): Islandora
Discovery Systems: Primo, Summon
Websites: Library Homepage
• It consists of an interface directed
toward the users of a library to find
materials in its collections and
subsequently to gain access to
items of interest through the
appropriate mechanisms.
• be independent from the specific
applications that libraries
implement to manage resources.
https://librarytechnology.org/discovery/
What is a Discovery System?
Web pages
ILS
DAM
IRRDM
Local DB
Mobile
Library Data
(metadata)
Library Systems, DS & Library Data
Discovery
Systems
Discovery Systems
http://www.slideshare.net/ubclibrary/ubc-librarys-digital
The Big Picture
Key vendors & products: Primo, Summon, EDS
• Primo
• Summon
• EDS
Projects & Sample Sites
Summon
Projects and sample sites: Project 1 – Summon 1
Improvement Project:
An User Experience Study
Projects and sample sites: Project 1 – Summon2
Technology : Software Development Lifecycle
Case Study: Summon 2 Migration
Overview: Planning, Analysis, Design, Implementation
1. Environmental Scan
2. Survey Results
3. Analysis
4. Recommendations
1) Planning: Project Plan
2). Analysis--Research
2). Analysis -- Survey & UX study
Results by user groups:
• Faculty
• Staff
• Students
• TA/RA
3) Design: UX study & Best Practices
3) Design: Prototype & UX test
4) Implementation: Before vs After
Projects and sample sites: Pros
Projects and sample sites: Cons
Project 3: EDS Implementation & Using API
Project 3: Review Primo, Summon, EDS
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4816486/
Features Primo Summon EDS
Search UI 2 4 3
Filters/Limits 2 4 4
Configuration 2 3 4
Customization 3 3 3
Users Feedback 3 3 4
Customer Support 3 4 4
Project 3 – EDS Implementation
Main Steps Time Persons Done
Review Features June, 2017 System Librarian X
Find sample sites June, 2017 System Librarian X
Clean up Metadata July, 2017 Meta Team X
Export/Import Data,
Customization
Aug., 2017 System Librarian
& Support
X
UX study/test/Implement Sept. 2017 UX Librarian X
Using API to improve 2018 System Librarian &
Support team
Web pages
ILS
DAM
IRRDM
Local
Mobile
Discovery
Systems
Summary
Thank you!

Discovery Systems Used in Academic Libraries Projects & Case Study

Editor's Notes

  • #2 “The Web & Discovery Services Librarian will play an important role in shaping the library’s digital learning environment. We’d like you to show us a website or discovery product that you configured -- or one that someone else worked on, but you believe is very well done -- and demonstrate what you think makes it effective. And, since no site is perfect, let us know what you think can be improved upon.”
  • #5 Where is library data? They can be in different systems, for example, in ILS, it can be in a MARC record, in local dbs, it can be an Excel file, in IR it can be an RDF or XML record, in DAM …..how could we retreive and access the data in different library systems? Metadata schema. Metadata is used to both improve accessibility and discoverability; and to control authentication for the data we have.