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Discover or no Discover?
                     That is the question

            by Houeida Kammourié-Charara
                                       & Omar Farhoud
                            Lebanese American University

2013 AMICAL-OCLC Forum
The Challenges of Discovery Services

RNL, Beirut, 8-9 March, 2013
What is a Discovery tool?
• Discovery is “modeled on the Google-style
  approach of building and then searching a
  unified index of available resources, instead of
  searching each resource individually” (Luther,
  & Kelly, 2011).
• In academic libraries, discovery tools such as
  EBSCO Discovery Service; Summon, Primo,
  WorldCat Local, etc. provide unified (or
  central) indexes of the library licensed
  materials in addition to the locally held
  content, i.e., the library catalog.
March 8, 2013      2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                    2
March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 3
What to consider when subscribing?
Luther and Kelly listed the following criteria:
• Content: Scope, depth, richness of metadata, updates,
  local content, etc.
• Search: Interface, relevancy, customization, navigation
  tools, incorporation of existing access tools, support of
  new trends, i.e. mobile and social networking
• Fit: easy to implement, compatibility, vendor
  responsiveness and customer support.
• Cost: New, Replace other tools and justification in light
  of libraries’ goals and objectives.

  March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                   4
Our Experience

•   2005        Federated Search Engine (Zportal)
•   2009        LinkOut
•   2010        WoldCat Local Trial
•   2011        EDS Trial
•   2012        Zportal cancellation
•   2012        360 Link Resolver
•   2013        Google Scholar
•   2013        SUMMON Trial
March 8, 2013     2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                   5
ZPortal

• No Arabic support
• Security: It involves the opening of some
  ports outside the university firewalls
• End-user overwhelmed with # of hits
• Continuous maintenance and update
• Unable to cover all licensed databases
• Unable to use each database’s features
  and capabilities to the maximum
March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 6
PupMed linking via Linkout
We use PubMed LinkOut tool to link our medical content.




   March 8, 2013       2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                        7
WorldCat Local
• Our catalog records are available
• Barrier: No real time records
• Configuration done by vendor




              http://lau.worldcat.org
• WorldCat Local has dominated usability studies
  of discovery tools published to date (Fagan et al,
  2012).
March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 8
A reclamation project is
                                               currently in progress to
                                               update all our OCLC
                                               holdings.




March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 9
EBSCO Discovery Services

• Configuration done by vendor

• Difficult to maintain (back to Zportal)
  problems)




March 8, 2013      2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                    10
SUMMON

• We are using the core of SUMMON to locate our
  journals and to link our resources.

• We opted not to go with the complete solution
  for technical and budgetary reasons.

                          We just opted to:



March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 11
360 Link Resolver




March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 12
This is
misleading
to our users
   March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                    13
Google Scholar




March 8, 2013                    14
March 8, 2013   15
March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 16
Linking via ProQuest Central (SUMMON?)




 March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 17
Challenges
Fagan et al, had several concerns, we
selected the following:
• To differentiate between source types in
  the integrated results sets.
• To limit large results sets effectively.
• To understand the scope of the tool.
• To keep important differences between
  disciplinary searching and discipline-
  specific strategies or limits.
March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 18
• According to Breeding none of the discovery services
  can really live up to the expectation of users -in
  having a single search box to find content from all
  library resources- mainly for libraries with large
  numbers of electronic subscriptions.

• “One of the most important areas of development
  will be to close the gaps on content not yet available
  in discovery” (Breeding, 2012).


   March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                    19
Future Challenges
• To retrieve results objectively (without bias to
  one publisher over another).
• To keep pace with innovations such as mobile
  readers and Patron-driven acquisitions.
• To situate the discovery tool and specialized
  tools within libraries web presence.
• To connect to institutional repositories.
• To prepare users to work with the large
  numbers of results returned by discovery
  tools.
 March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                  20
Current Barriers
• Currently our library catalog records are not
  discoverable.
• We need to have our MARC records uploaded on real
  time basis i.e., add-update-delete.
• Common problem for all discovery services, the link
  between our ILS and discovery tools is not operational
  yet, mainly the circulation integration.
• Accuracy of Linking:
   – Discrepancies in linking items, whereby different levels are
     available: Article level and Journal level, etc.

   March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 21
Our Choice

  • Using Link Resolver to identify LAU
    Libraries resources:

        – 360 Link (SerialsSolutions)
        – Aggregators Platforms
        – PubMed (LinkOut)
        – Google Scholar


March 8, 2013   2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                 22
Tips
Laurel Tarulli gave the following tips in her blog
about choosing a discovery tool:
• Look at what your competitors are doing.
• Contact other libraries.
• Don’t be afraid to speak with colleagues at
  other libraries about their experiences and
  opinions.
http://laureltarulli.wordpress.com/2009/02/05/choosing-a-discovery-tool/


   March 8, 2013      2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                       23
Conclusion

• LAU Libraries are not against discovery tools,
  rather awaiting “the perfect solution”

• “If Google addresses questions of content
  coverage in Google Scholar, or introduces other
  game-changing innovations, will Google
  Scholar become a serious competitor that
  dramatically alters the market?”

                Let’s wait and see
March 8, 2013    2013 AMICAL-OCLC Forum on The Challenges of Discovery Services
                                                                                  24
References
Breeding, M. (2012). Looking forward to the next generation of discovery services. Computers in
     Libraries, 32(2), 28-31. Retrieved from
     http://search.proquest.com/docview/926951810?accountid=27870

Fagan, J. C., Mandernach, M., Nelson, C. S., Paulo, J. R., & Saunders, G. (2012). Usability test
     results for a discovery tool in an academic library. Information Technology and Libraries
     (Online), 31(1), 83-112. Retrieved from
     http://search.proquest.com/docview/1022274255?accountid=27870

Jody, C. F., Mandernach, M., Carl, S. N., Jonathan, R. P., & Saunders, G. (2012). Usability test
      results for a discovery tool in an academic library. Information Technology and Libraries
      (Online), 31(1), 83-112. Retrieved from
      http://search.proquest.com/docview/1022274255?accountid=27870

Luther, J., & Maureen, C. K. (2011). The next generation of discovery. Library Journal, 136(5), 66-
     n/a. Retrieved from http://search.proquest.com/docview/855474467?accountid=27870



                                                                                  25

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Discover or no Discover? The Challenges of Discovery Services

  • 1. Discover or no Discover? That is the question by Houeida Kammourié-Charara & Omar Farhoud Lebanese American University 2013 AMICAL-OCLC Forum The Challenges of Discovery Services RNL, Beirut, 8-9 March, 2013
  • 2. What is a Discovery tool? • Discovery is “modeled on the Google-style approach of building and then searching a unified index of available resources, instead of searching each resource individually” (Luther, & Kelly, 2011). • In academic libraries, discovery tools such as EBSCO Discovery Service; Summon, Primo, WorldCat Local, etc. provide unified (or central) indexes of the library licensed materials in addition to the locally held content, i.e., the library catalog. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 2
  • 3. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 3
  • 4. What to consider when subscribing? Luther and Kelly listed the following criteria: • Content: Scope, depth, richness of metadata, updates, local content, etc. • Search: Interface, relevancy, customization, navigation tools, incorporation of existing access tools, support of new trends, i.e. mobile and social networking • Fit: easy to implement, compatibility, vendor responsiveness and customer support. • Cost: New, Replace other tools and justification in light of libraries’ goals and objectives. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 4
  • 5. Our Experience • 2005 Federated Search Engine (Zportal) • 2009 LinkOut • 2010 WoldCat Local Trial • 2011 EDS Trial • 2012 Zportal cancellation • 2012 360 Link Resolver • 2013 Google Scholar • 2013 SUMMON Trial March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 5
  • 6. ZPortal • No Arabic support • Security: It involves the opening of some ports outside the university firewalls • End-user overwhelmed with # of hits • Continuous maintenance and update • Unable to cover all licensed databases • Unable to use each database’s features and capabilities to the maximum March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 6
  • 7. PupMed linking via Linkout We use PubMed LinkOut tool to link our medical content. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 7
  • 8. WorldCat Local • Our catalog records are available • Barrier: No real time records • Configuration done by vendor http://lau.worldcat.org • WorldCat Local has dominated usability studies of discovery tools published to date (Fagan et al, 2012). March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 8
  • 9. A reclamation project is currently in progress to update all our OCLC holdings. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 9
  • 10. EBSCO Discovery Services • Configuration done by vendor • Difficult to maintain (back to Zportal) problems) March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 10
  • 11. SUMMON • We are using the core of SUMMON to locate our journals and to link our resources. • We opted not to go with the complete solution for technical and budgetary reasons. We just opted to: March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 11
  • 12. 360 Link Resolver March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 12
  • 13. This is misleading to our users March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 13
  • 16. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 16
  • 17. Linking via ProQuest Central (SUMMON?) March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 17
  • 18. Challenges Fagan et al, had several concerns, we selected the following: • To differentiate between source types in the integrated results sets. • To limit large results sets effectively. • To understand the scope of the tool. • To keep important differences between disciplinary searching and discipline- specific strategies or limits. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 18
  • 19. • According to Breeding none of the discovery services can really live up to the expectation of users -in having a single search box to find content from all library resources- mainly for libraries with large numbers of electronic subscriptions. • “One of the most important areas of development will be to close the gaps on content not yet available in discovery” (Breeding, 2012). March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 19
  • 20. Future Challenges • To retrieve results objectively (without bias to one publisher over another). • To keep pace with innovations such as mobile readers and Patron-driven acquisitions. • To situate the discovery tool and specialized tools within libraries web presence. • To connect to institutional repositories. • To prepare users to work with the large numbers of results returned by discovery tools. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 20
  • 21. Current Barriers • Currently our library catalog records are not discoverable. • We need to have our MARC records uploaded on real time basis i.e., add-update-delete. • Common problem for all discovery services, the link between our ILS and discovery tools is not operational yet, mainly the circulation integration. • Accuracy of Linking: – Discrepancies in linking items, whereby different levels are available: Article level and Journal level, etc. March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 21
  • 22. Our Choice • Using Link Resolver to identify LAU Libraries resources: – 360 Link (SerialsSolutions) – Aggregators Platforms – PubMed (LinkOut) – Google Scholar March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 22
  • 23. Tips Laurel Tarulli gave the following tips in her blog about choosing a discovery tool: • Look at what your competitors are doing. • Contact other libraries. • Don’t be afraid to speak with colleagues at other libraries about their experiences and opinions. http://laureltarulli.wordpress.com/2009/02/05/choosing-a-discovery-tool/ March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 23
  • 24. Conclusion • LAU Libraries are not against discovery tools, rather awaiting “the perfect solution” • “If Google addresses questions of content coverage in Google Scholar, or introduces other game-changing innovations, will Google Scholar become a serious competitor that dramatically alters the market?” Let’s wait and see March 8, 2013 2013 AMICAL-OCLC Forum on The Challenges of Discovery Services 24
  • 25. References Breeding, M. (2012). Looking forward to the next generation of discovery services. Computers in Libraries, 32(2), 28-31. Retrieved from http://search.proquest.com/docview/926951810?accountid=27870 Fagan, J. C., Mandernach, M., Nelson, C. S., Paulo, J. R., & Saunders, G. (2012). Usability test results for a discovery tool in an academic library. Information Technology and Libraries (Online), 31(1), 83-112. Retrieved from http://search.proquest.com/docview/1022274255?accountid=27870 Jody, C. F., Mandernach, M., Carl, S. N., Jonathan, R. P., & Saunders, G. (2012). Usability test results for a discovery tool in an academic library. Information Technology and Libraries (Online), 31(1), 83-112. Retrieved from http://search.proquest.com/docview/1022274255?accountid=27870 Luther, J., & Maureen, C. K. (2011). The next generation of discovery. Library Journal, 136(5), 66- n/a. Retrieved from http://search.proquest.com/docview/855474467?accountid=27870 25