Discovery services provide users a single search box to access a library’s entire prei-ndexed collection. Representatives from two academic libraries serving different user populations will discuss marketing, instructing users, evaluating the product, and maintaining the resource after a discovery service is implemented

1. Web-­‐Scale
Discovery:
Post
Implementa8on
Richard
Guajardo,
Head
of
Resource
Discovery
Systems
and
Rachel
Vacek,
Head
of
Web
Services
TLA
Annual
Conference,
Houston,
TX
April
20,
2012

3. What
is
a
discovery
service?
Through
one
simple
search
to
a
single
unified
index,
the
Summon
service
provides
…
one
search
box
for
a
researcher
to
enter
any
terms
they
want
and
quickly
get
credible
results
in
one
relevancy
ranked-­‐list.
Content
types
include:
library
catalog
records,
e-­‐journal
ar7cles,
databases,
newspaper
ar7cles,
e-­‐books,
disserta7ons,
ins7tu7onal
repositories,
conference
proceedings,
grey
literature,
cited
references,
reports,
digital
library,
more…

4. Pathway
to
Discovery
• Metafind
• LibraryFind
• ResearchPro
• Encore

5. Selec8on

6. Why
Summon?
• It
would
index
over
90%
of
our
subscribed
resources
• Already
heavily
invested
in
the
Serials
Solu8ons
suite
of
services,
so
it
was
thought
that
Summon
would
integrate
well
with
those
• Summon
promised
a
rela8vely
painless
turnkey
implementa8on
• One
of
the
first
web-­‐scale
discovery
products
out
of
the
gate
• Already
had
a
number
of
large
academic
library
customers
who
seemed
sa8sfied
with
the
results

7. Implementa8on
Team
Head
of
Integrated
Library
Systems
Head
of
Cataloging
&
Electronic
Resources
Head
of
Web
Services
History
&
Poli8cal
Science
Librarian
Digital
&
Web
Projects
Fellow

8. Implementa8on
Project
implementa8on
began
in
April
2010
OneSearch
debuted
in
August
2010
ContentDM
MARC
mapping
table
LibGuides
MARC
record
loads

10. User
feedback
“This
is
great,
why
didn’t
you
do
this
years
ago?”
“a
confusing
bunch
of
results
in
all
media”
“I
can
go
straight
into
an
ebook
–
I
don’t
have
to
click
again
and
again.”
“OneSearch
is
confusing
to
me,
because
it
searches
everything.”

11. One
Search
[Box]

12. Technical
Challenges
• Number
of
catalog
records
• Consor8al
holdings
• Post
implementa8on
clean
up
of
catalog
• Ongoing
maintenance
• Daily
update
limits

13. Organiza8onal
Change
New
library
department
created:
Resource
Discovery
Systems
(RDS)
RDS
has
responsibility
for
Summon,
the
Millennium
ILS
and
electronic
resources
management

14. Organiza8onal
Change
A
post
implementa8on
commigee
was
formed:
Discovery
Systems
Working
Group
The
commigee
is
charged
with
coordina8ng
data
exchange
between
discovery
system
vendors
and
the
shared
ILS.
It
also
stays
abreast
of
discovery
system
ini8a8ves
at
other
area
library
systems.

15. Usage

16. Pre
Summon
vs.
Post
Summon
Journals
2010

17. Pre
Summon
vs.
Post
Summon
Database
Searches
2010

18. Pre
Summon
vs.
Post
Summon
Database
Sessions
2010

19. Marke8ng
&
Branding
• To
name
or
not
to
name
• Library
has
new
website,
now
with
OneSearch
• Engaged
in
conversa8on
– New
way
to
search
the
library
– Discover
new
resources
– Search
across
Research
Guides,
Databases,
Digital
Library,
Finding
Aids,
Catalog
–
all
from
one
search
box

20. Web
Presence
Integra8on

21. Research
Guides
Integra8on

22. Subject-­‐based
Search
Widgets

23. Mobile
Integra8on

24. Discovery
Day
Camp
• ½
day
conference
on
discovery
• 72
people
agended
from
around
Texas
• Vendors
and
librarians
from
public,
academic,
medical,
law
and
school
libraries

25. “I
enjoyed
the
discussions
and
I
came
away
with
a
much
beger
understanding
of
web
discovery
tools.”
“The
networking
and
hearing
what
other
ins8tu8ons
are
doing
was
really
valuable.”
“I
enjoyed
interac8ng
with
vendors
and
speaking
with
colleagues
about
their
experiences.
This
program
was
excellent
–
so
worthwhile!”
“Awesome
event!
Thank
you
UH
for
pulng
this
event
on!”
“It
was
good
to
hear
from
vendors
and
libraries
together
and
to
compare
the
products
and
services.”

26. Assessment
• Work
with
other
ins8tu8ons
– UH
Downtown
and
UH
Clear
Lake
• Discovery
Systems
Working
Group
– Ongoing
maintenance,
assessment,
vendor
info
from
reps
• It’s
All
About
Access
(IA3)
Commigee
– Discuss
changes
in
discovery
and
access
to
unique
materials
across
web
presence
• Web
Services
– Usability
tes8ng
of
Libraries’
homepage
search
box
– Explore
user
interface
op8ons

27. Recep8on
• Undergraduates
– Like
the
“OneSearch”
box
– Get
relevant
results
for
their
research
• Faculty
/
Graduate
Students
– Find
results
overwhelming,
too
difficult
to
drill
down
to
a
specific
item
– More
open
do
known-­‐item
searching
– Directed
to
familiar
and
exact
tools
– Pushing
them
to
advanced
search
• Librarians
– Mixed
feelings,
depends
on
discipline

28. Future
Plans
• More
assessment!
• Conduct
market
analysis
Summer
2012
• Fall
2012
à
2/3
of
way
through
3-­‐year
Summon
contract
• Integra8on
of
subject-­‐specific
Summon
search
boxes
within
Research
Guides
(Springshare
CampusGuides)
• Usability
tes8ng
on
library
homepage
search
box

29. Our
Final
Thoughts
• Worth
it?
à
YES!
– Usage
increased
at
astronomical
rates
– Much
more
content
being
exposed
– Undergrads
like
it
and
can
find
relevant
info
• At
point
of
no
return
– Web
presence
will
always
have
a
discovery
search
interface
– Look
for
ways
to
improve
discovery
service
integra8on
and
more
accurate
search
results
– Amount
of
print
materials
moving
to
electronic
format
will
con8nue
to
increase

30. Credits
• COUNTER
stats
(hgp://www.projectcounter.org/)
provided
by
Jeannie
Castro,
Electronic
Resources
Librarian
at
the
UH
Libraries

31. Thanks!
Richard
Guajardo
Rachel
Vacek
Head
of
Resource
Head
of
Web
Services
Discovery
Systems
revacek@uh.edu
guajardo@uh.edu
Presenta8on
available:
hgp://www.slideshare.net/vacekrae/