Web-Scale Discovery: Post Implementation

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

2. 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…

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

4. Selec8on

5. 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

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

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

8. 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.”

9. One Search [Box]

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

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

12. 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.

13. Usage

14. Pre Summon vs. Post Summon Journals 2010

15. Pre Summon vs. Post Summon Database Searches 2010

16. Pre Summon vs. Post Summon Database Sessions 2010

17. 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

18. Web Presence Integra8on

19. Research Guides Integra8on

20. Subject-‐based Search Widgets

21. Mobile Integra8on

22. 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

23. “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.”

24. 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

25. 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

26. 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

27. 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

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

29. 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/

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