1. Introduction to Discovery Interfaces Toronto, June 23rd, 2011 Andornot Consulting Inc. 1

2. What is a Discovery interface? Simplest iteration: An alternate or Next-Gen interface to your catalog or other database search interface Other options: Include information on holdings and circulation status etc. from your ILS Search multiple different content types through one interface 2

3. Why is a different interface needed? 3 Popular websites: Amazon Home Depot Etsy NASA Images

4. Traditional ILS OPACs Toronto Public Library Classic Discovery Interface 4

5. What do these new web interfaces have in common? Facets Did you mean? Handling of misspellings Deconcatenation Add to list/favorites Book cover images, record type icons Social media options Reviews & ratings Related material suggestions 5

6. What about existing ILS vendors? Limited introduction of discovery features Alternatives API provided by the vendor Z39.50 Direct queries against ILS tables Libraries therefore turning to different vendors or open source solutions for OPAC Usually do not need to migrate data – can continue to use existing system for library administrative functions 6

7. Library Discovery interfaces Rapidly gaining in popularity in academic and public libraries http://www.librarytechnology.org/discovery.pl 7

8. Implementations from Library Technology Guides Leading commercial vendors: AquaBrowser (370) BiblioCommons (127) ExLibris Primo (106) SirsiDynix Enterprise (128) Summon (55) Leading open source products: Blacklight (3) VuFind (79) 8

9. Local implementations Ontario Toronto Public Library – Summon? University of Toronto – Summon? York University – VuFind Ottawa Public Library - BiblioCommons University of Ottawa – Endeca BC UBC – Summon on top of Voyager VPL – BiblioCommons Alberta University of Alberta - WorldCat University of Calgary - Summon 9

10. Why consider a discovery interface? Functionality that end users now expect Search versus Discovery Cater to both needs Precise versus Serendipity Time to get rid of silos Librarians like to create separate interfaces – users find them confusing Allow users to refine after search, not before Develop with end user in mind! 10

11. Status check Where are the corporate or special library or archives implementations? Minimal mention at conferences eg. SLA, CALL, CHLA, ACA Most commercial solutions hosted in US Possible security implications? Shared indexes Confidential information Cost and IT support requirements an issue 11

12. Open source solutions supported by Andornot Based on Solr an open source search server based on Lucene powers major websites such as the White House, LinkedIn, CNET, Yelp, Trove etc. 1. Custom implementations Unique or very specialized applications 2. VuFind primarily bibliographic data, but some archival and museums 12

13. VuFind Developed by Villanova University Library near Philadelphia Beta release in June 2007 Version 1.1 released March 2011 Designed as a next generation library catalog Implemented in over 70 libraries worldwide Various usability studies with glowing reviews Very active developer community Demo 13

14. Non – bibliographic data Growing support in VuFind for metadata standards other than MARC Archival data (EAD) Photo collections (Dublin Core) Museum artifacts Record drivers Create new ones for different record types 14

15. Notable VuFind sites National Library of Australia National Library of Ireland HathiTrust London School of Economics Auburn University York University Yale Digital Commons Catholic Research Resources Alliance (From http://vufind.org/wiki/installation_status) 15

16. Features of VuFind Faceted browsing Date ranges Material Types Language Deconcatenating subject headings & call numbers Did you mean? / Spelling corrections Traditional options Alphabetic browsing and keyword searching Advanced search Related material 16

17. Features of VuFind (2) Mobile search interface Comments, reviews and tags Patron created usernames / passwords login Saved searches RSS feeds Multilingual interface Statistics on user searches to highlight what users are looking for, and perhaps not finding 17

18. Ability to integrate external content Google Books for covers etc. LibraryThing for reviews Wikipedia for author biographies Hathi Trust for full text Google Scholar Amazon reviews Commercial providers – Syndetic Solutions 18

19. Import options MARC XML DB/TextWorks Access FileMaker Almost any other system Extract full-text from Word docs, PDFs, etc. 19

20. Export / harvesting options Available already in VuFind – export to: RefWorks EndNote Zotero OAI-PMH Harvester and server PHP-based utility to harvest content from OAI-PMH data providers Automated sitemap generation for indexing by search engines 20

21. Advanced options Inclusion of information on holdings and circulation status etc. from your ILS Some web services already written, eg. for Voyager, Innovative, Aleph, VTLS Requesting or reserving items 21

22. Federated search More complex iteration to add other data sources such as licensed content: Serials Solutions / Ebscohost etc. Provides single search across catalog and journal articles. Add other source data to index. Extract from other database software Inmagic, FileMaker, Access, ContentDM, Excel 22

23. If VuFind is open source why can’t clients implement it themselves? Relatively simple to set up assuming some knowledge of Linux / Ubunto or Apache / MySQL / PHP Solr MARC XSLT’s Learning curve to configure and customize Similar consulting model to LibLime & Bywater Solutions for other open source software such as Koha and Evergreen 23

24. What costs are involved? Underlying VuFind software is open source: no cost to purchase no ongoing maintenance fees Cost for Andornot assistance based on requirements: Hosted or own server? Data source or sources? Configuration options Support plan level 24

25. 25 Contact us for more information: info@andornot.com 604-269-2525 / 1-866-266-2525