Researching Researchers: Developing Evidence-Based Strategy for Improved Discovery and Access

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Leading libraries, publishers, and vendors regularly study the practices and needs of academics and students, in order to serve them better. This presentation addresses today’s search behaviors, emerging discovery forms, and access challenges, reviewing strategies for improving discovery and access that result from this research.

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Researching
Researchers
Developing Evidence-Based
Strategy for Improved
Discovery and Access
Lettie Y. Conrad
ER&L, 2016

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
User ExperienceResearcher

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Researcher experience –
discovery
• Search begins with
mainstream web
• Advanced users shift to
specialty databases
• Library discovery is for
“known items”

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne

Mike Bostok, “Sanky Diagrams from Excel,” accessed on February 9, 2013: http://ramblings.mcpher.com/Home/excelquirks/d3/sankey.
Researcher experience – workflow

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
• Query trends
• Higher use of open-web search than reported
• Validating authenticity
• Browser trends
• Retrieval trends
• 100% manually managed citations
• Low use of hyperlinked references
• Few ‘version of record’ checks
Researcher experience – workflow

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Scholarly apps & tools

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Personal digital libraries
• Managing citations
• Organizing documents
• Storing documents
• Search

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Beyond search
• Email alerts
• Following citations
• Human recommendations
• Machine recommendations / relatedness

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Recommendations as discovery
 90% faculty
 78% students
Online recommendations are about as
useful than those I receive from peers

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Why does serendipity matter?
• Students and researchers re-frame their information need as
they go
• Some useful information discoveries are unintentional
• People like serendipity: it delights users
Designing for serendipity may be the holy grail
of the search experience.
Russell-Rose, T., Tate, T. (2013). Designing the Search Experience: The
Information Architecture of Discovery. Waltham, MA: Morgan Kaufmann.

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Don’t forget the data!
Bounce rate Pages / visit Visit length
Open web 85% 1 0:40
Library 29% 4 4:88
Academic 26% 6 3:02

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
SAGE’s discovery strategy
• Channels
• Library
• Open web
• Social media
• Academic
• SAGE universe

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
SAGE White papers
Expecting the Unexpected
Lettie Conrad & Alan Maloney
http://bit.ly/23Z99d4

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne
Thank you!
Lettie Y. Conrad
Lettie.Conrad@sagepub.com
@lyconrad

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Presenter: Lettie Conrad, Executive Program Manager, Discovery & Product Analysis, SAGE Publishing When considering academic researchers’ information-seeking and retrieval needs, we often focus on search – optimizing for search, Google-like search for libraries, user preferences for one-box quick-search tools, and so on. But what about unplanned instances of discovery? Are new technologies, such as text mining and natural language processing, enabling new pathways that lead researchers to relevant material, perhaps even leading to surprising new connections across disciplines? Conversely, with the prevalence of satisficing, does serendipity even play a role when searching for information about a scholarly topic?_x000D_ Through a study of undergraduate students and their faculty members, as well as a survey of publisher and website offerings, this talk will summarize common user pathways and how today’s students and faculty use content recommendation tools with recommendations for how libraries and the scholarly communications community might respond.

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When considering academic researchers’ information-seeking and retrieval needs, we often focus on search – optimizing for search, Google-like search for libraries, user preferences for one-box quick-search tools, and so on. But what about unplanned instances of discovery? Are new technologies, such as text mining and natural language processing, enabling new pathways that lead researchers to relevant material, perhaps even leading to surprising new connections across disciplines? Conversely, with the prevalence of satisficing, does serendipity even play a role when searching for information about a scholarly topic?_x000D_ Through a study of undergraduate students and their faculty members, as well as a survey of publisher and website offerings, this talk will summarize common user pathways and how today’s students and faculty use content recommendation tools with recommendations for how libraries and the scholarly communications community might respond.

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5. Mike Bostok, “Sanky Diagrams from Excel,” accessed on February 9, 2013: http://ramblings.mcpher.com/Home/excelquirks/d3/sankey. Researcher experience – workflow

6. Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne • Query trends • Higher use of open-web search than reported • Validating authenticity • Browser trends • Retrieval trends • 100% manually managed citations • Low use of hyperlinked references • Few ‘version of record’ checks Researcher experience – workflow

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