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Promoting the ‘Virtuous Circle
 of Access’: JSTOR’s local
  discovery integration pilot

           Bruce Heterick
           Vice President
          JSTOR | Portico
         November 3, 2011
Discovery

  Get “in the flow” …

  o Discovery¹ should be organized around users rather than
    collections or systems
  o Users are successfully discovering relevant resources through
    non-library systems (e.g. general web searches, social networking
    applications). We need to make sure that items in our collections
    and licensed resources are discoverable in non-library
    environments
  o Making collections discoverable requires optimizing for access by
    local and non-local user populations; being good stewards of our
    collections means participating in cooperative ventures that
    provide broad access to our collections




       ¹http://conservancy.umn.edu/bitstream/48258/3/DiscoverabilityPhase1Report.pdf
Discovery


   “The library” – as a starting point for research – is
   a diminishing part of “the flow”
         Starting Point for Research, identified by faculty in 2003, 2006, and 2009
     100%
      90%
                                                                            2003
      80%
                                                                            2006
      70%
                                                                            2009
      60%
      50%
      40%
      30%
      20%
      10%
        0%
              The library building online librarygeneral-purpose specific engine
                               Your            A catalog       A search electronic research resource

      Source: ITHAKA 2009 Faculty Survey, 2010
Web-Scale Discovery


  Is the juice worth the squeeze?
Where is discovery happening?


                   Library
                     7%
           Other
            8%

      Linking
      Partner
       10%

                                               Google
                                                56%
                             JSTOR
                              19%




      Where JSTOR ‘sessions’ originated | Jan 1, 2011 – Oct 29, 2011
Where is discovery happening?


          Library
                                                                                   #
      Other 7%                                           Top „Other‟ Origins
                                                                                Searches
        8%                                                     crossref          343,660
  Linking                                                      wikipedia         118,788
  Partner                                                         ISI            106,800
   10%                                                   libhub.sempertool.dk    72,648

                                  Google                   ucelinks.cdlib.org    68,731

                                   56%                    www.facebook.com       43,416
                    JSTOR
                                                         www.ncbi.nlm.nih.gov    41,068
                     19%
                                                            philpapers.org       35,907




        Where JSTOR ‘sessions’ originated | Jan 1, 2011 – Oct 29, 2011
Push; don‟t pull


 o The goal should not be about trying to bring
   the researcher back to the library; the goal
   should be how do we better bring the local
   library resources to the researcher from
   wherever they happen to begin their
   research (including Google)
Web-Scale Discovery


  How can JSTOR help libraries
    better leverage these significant
    investments?
JSTOR Local Discovery Integration (LDI) Pilot

o April 2011: Initiated JSTOR-Summon
  (SerialsSolutions) pilot with Arizona State
  Univ., North Carolina State Univ., and Univ.
  Sydney
o May 2011: Began JSTOR-Primo (Ex Libris)
  pilot with Vanderbilt Univ., Northwestern
  Univ., and Oxford Univ.
o June 2011: Begin JSTOR-EDS (EBSCO) pilot
  with Univ. Georgia, Millersville Univ., Univ.
  Chicago, Univ. Liverpool
o October 2011: Launched JSTOR-WorldCat
  (OCLC) pilot with Univ. Arizona and Univ.
  Alberta
o January 2012: Evaluate pilot and report to
  JSTOR participants at ALA Midwinter meeting
Search Results View
Search Launches on Discovery Platform
Search Results View
Advanced Search
Article View
No Results View
Third Page of Results
Summary: LDI Links by Type (7.29-10.20)
JSTOR + EBSCO LDI Pilot
     Scott Anderson
  Millersville University
Preliminary Musings:

  o Should they stay or should they go?
    Perspective matters.

  o Getting data is difficult
    What happens AFTER the user leaves JSTOR and enters the
    discovery service. Is that a useful hand-off?

  o Plato’s Cave:
    The lack of transparency in how these services determine
    relevancy and ranking, and the impact that they MIGHT be having
    on the publishers/resources providing them with the metadata
    used to fuel discovery has got to be addressed
          NISO Open Discovery Initiative is a start

  o Gaming the system
    Search Engine Optimization (SEO) by publishers/content providers
    for these services is inevitable. That isn’t necessarily a good thing.

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2011.11.03.charleston.ldi

  • 1. Promoting the ‘Virtuous Circle of Access’: JSTOR’s local discovery integration pilot Bruce Heterick Vice President JSTOR | Portico November 3, 2011
  • 2. Discovery Get “in the flow” … o Discovery¹ should be organized around users rather than collections or systems o Users are successfully discovering relevant resources through non-library systems (e.g. general web searches, social networking applications). We need to make sure that items in our collections and licensed resources are discoverable in non-library environments o Making collections discoverable requires optimizing for access by local and non-local user populations; being good stewards of our collections means participating in cooperative ventures that provide broad access to our collections ¹http://conservancy.umn.edu/bitstream/48258/3/DiscoverabilityPhase1Report.pdf
  • 3. Discovery “The library” – as a starting point for research – is a diminishing part of “the flow” Starting Point for Research, identified by faculty in 2003, 2006, and 2009 100% 90% 2003 80% 2006 70% 2009 60% 50% 40% 30% 20% 10% 0% The library building online librarygeneral-purpose specific engine Your A catalog A search electronic research resource Source: ITHAKA 2009 Faculty Survey, 2010
  • 4. Web-Scale Discovery Is the juice worth the squeeze?
  • 5. Where is discovery happening? Library 7% Other 8% Linking Partner 10% Google 56% JSTOR 19% Where JSTOR ‘sessions’ originated | Jan 1, 2011 – Oct 29, 2011
  • 6. Where is discovery happening? Library # Other 7% Top „Other‟ Origins Searches 8% crossref 343,660 Linking wikipedia 118,788 Partner ISI 106,800 10% libhub.sempertool.dk 72,648 Google ucelinks.cdlib.org 68,731 56% www.facebook.com 43,416 JSTOR www.ncbi.nlm.nih.gov 41,068 19% philpapers.org 35,907 Where JSTOR ‘sessions’ originated | Jan 1, 2011 – Oct 29, 2011
  • 7. Push; don‟t pull o The goal should not be about trying to bring the researcher back to the library; the goal should be how do we better bring the local library resources to the researcher from wherever they happen to begin their research (including Google)
  • 8. Web-Scale Discovery How can JSTOR help libraries better leverage these significant investments?
  • 9. JSTOR Local Discovery Integration (LDI) Pilot o April 2011: Initiated JSTOR-Summon (SerialsSolutions) pilot with Arizona State Univ., North Carolina State Univ., and Univ. Sydney o May 2011: Began JSTOR-Primo (Ex Libris) pilot with Vanderbilt Univ., Northwestern Univ., and Oxford Univ. o June 2011: Begin JSTOR-EDS (EBSCO) pilot with Univ. Georgia, Millersville Univ., Univ. Chicago, Univ. Liverpool o October 2011: Launched JSTOR-WorldCat (OCLC) pilot with Univ. Arizona and Univ. Alberta o January 2012: Evaluate pilot and report to JSTOR participants at ALA Midwinter meeting
  • 11. Search Launches on Discovery Platform
  • 16. Third Page of Results
  • 17. Summary: LDI Links by Type (7.29-10.20)
  • 18. JSTOR + EBSCO LDI Pilot Scott Anderson Millersville University
  • 19. Preliminary Musings: o Should they stay or should they go? Perspective matters. o Getting data is difficult What happens AFTER the user leaves JSTOR and enters the discovery service. Is that a useful hand-off? o Plato’s Cave: The lack of transparency in how these services determine relevancy and ranking, and the impact that they MIGHT be having on the publishers/resources providing them with the metadata used to fuel discovery has got to be addressed NISO Open Discovery Initiative is a start o Gaming the system Search Engine Optimization (SEO) by publishers/content providers for these services is inevitable. That isn’t necessarily a good thing.

Notas del editor

  1. A number of organizations had been following this trend closely - including my own (ITHAKA … which is the organizational umbrella under which JSTOR and Portico reside). We were taking a longitudinal look at faculty views about the library – and other pertinent scholarly communications issues – and comparing those view with similar survey data from librarians.One noticeable disconnect in these surveys – as you might imagine – as the perception of the “library as gateway”. Librarians believe it to be hugely important and faculty less so (science faculty much less so than humanities faculty). And students? Even less than that.Yet, the dollars being spent on access services in libraries – both software and people – were (and continue to be) tremendous. Are those expenditures aligned properly with the expectations of the users, and if they are, then how do we more effectively leverage those investments to reach a broader audience?
  2. A number of organizations had been following this trend closely - including my own (ITHAKA … which is the organizational umbrella under which JSTOR and Portico reside). We were taking a longitudinal look at faculty views about the library – and other pertinent scholarly communications issues – and comparing those view with similar survey data from librarians.One noticeable disconnect in these surveys – as you might imagine – as the perception of the “library as gateway”. Librarians believe it to be hugely important and faculty less so (science faculty much less so than humanities faculty). And students? Even less than that.Yet, the dollars being spent on access services in libraries – both software and people – were (and continue to be) tremendous. Are those expenditures aligned properly with the expectations of the users, and if they are, then how do we more effectively leverage those investments to reach a broader audience?
  3. So, how do we take a good idea (web-scale discovery) and make it better?How do we take the basic principle – which is good and valuable – and use it in such a way so that it achieves a broader impact?
  4. So, how do we take a good idea (web-scale discovery) and make it better?How do we take the basic principle – which is good and valuable – and use it in such a way so that it achieves a broader impact?
  5. In other words, how do we change the premise in such a way that we are focused LESS on “bringing researchers back to the library” and instead focus on “bringing the library to the researcher (regardless of the starting point)?How do libraries get better at getting – as Lorcan Dempsey at OCLC has said – “in the flow”?
  6. A number of organizations had been following this trend closely - including my own (ITHAKA … which is the organizational umbrella under which JSTOR and Portico reside). We were taking a longitudinal look at faculty views about the library – and other pertinent scholarly communications issues – and comparing those view with similar survey data from librarians.One noticeable disconnect in these surveys – as you might imagine – as the perception of the “library as gateway”. Librarians believe it to be hugely important and faculty less so (science faculty much less so than humanities faculty). And students? Even less than that.Yet, the dollars being spent on access services in libraries – both software and people – were (and continue to be) tremendous. Are those expenditures aligned properly with the expectations of the users, and if they are, then how do we more effectively leverage those investments to reach a broader audience?
  7. The idea is excruciatingly simple.
  8. The idea is excruciatingly simple.
  9. “Lightbox” is the new feature where the pop-up box comes up on the third page of results