Discovery in 2017: Where are we now and where do we want to be?

Transcription

1 Discovery in 2017: Where are we now and where do we want to be? William H. Mischo Michael A. Norman Mary C. Schlembach University of Illinois at Urbana-Champaign Library Grainger Engineering Library Informa5on Center CNI Fall 2017 Membership Mee5ng December 12, 2017

2 Library Discovery at a Crossroads Academic libraries should step back to reconfirm (or reconsider) their vision for discovery, to ensure that their visions connect with informa5on-seeking prac5ces and preferences, and to determine whether they have a viable strategy in place to achieve their vision Roger Schonfeld, Ithaka S+R, 2014

3 Full Library Discovery Coined by Lorcan Dempsey 2013 Contains features that move beyond the retrieval of collec5on materials: includes local informa5on services and content Includes library websites, local LibGuide informa5on, subject specialist links, and course management system content Bundle and interconnect related informa5on services

4 Evolu5on of Discovery Over the last 30 years: Supercatalogs with A&I services loaded Federated search systems employing broadcast searching Web-Scale Discovery Systems (WSDS) with metadata and full-text content aggregated into a single consolidated index Hybrid bento style systems with information results presented in a zoned screen display with content grouped by type/material

5 Challenges in Discovery Ques5ons: Should libraries be the starting point for users seeking scholarly content? Do we care about this? Have libraries always played a supplementary role in topical search/ exploration? Should aiding known-item discovery and effective content delivery be our paramount concern? How important is the Gateway function?

6 Web-Scale Discovery Systems Bibliography by Francois Renaville (U of Liege) WSDS Issues: Confusion with blended results displays relevancy rankings burying known-items inadequate access to local library services Need to be]er address known-item searching Need to expedite access to full-text 6

7 Bento Advantages Par55ons results by material type or format Addresses WSDS issues: blended results, relevancy ranking problems, known-item access Full library discovery features: displaying vendor/wsds API results and local informa5on services and content Library websites, pathfinder information, local services, subject specialist links, CMS content One click links to full-text or to publisher presenta5on pages (bypass link resolver)

8 Illinois Transac5on Log Analysis July 2016 June 2017 (latest) 1.49 million searches, 1.15 million clickthroughs Words per query 5.11 (up from 3.76 & 4.11) 10% are one word, 24.7% > 7 words, 49.2% were <= 3 words Many copy-and-paste of 5tle, author/5tle, full cita5ons DOI searches (73 searches per day) Sample of 4100 searches, Known-item searching = 56% Users omen have a material type in mind when they search Use of search assistance high Limit opera5ons using Gateway tabs to material types used = 24%

9 User Preferences Users s5ll want access to specialized disciplinary databases (Gardner & Inger, Lundrigan et al) Many users come in with a clear idea of what they want: a known-item book, journal ar5cle, journal 5tle, web site, etc. Delivery of full-text is paramount

10 Delivery is Discovery Seeing transi5on from finding to geqng : discovery was incomplete unless accompanied by new methods that ensured the desired item could in turn be easily found and physically accessed by clients (Denholm at al). Hanrath and Ko]man study emphasized the difficulty of separa5ng issues of delivery from issues of discovery. Frustra5on with link resolver menus (Ellero)

11 Illinois Bento features Employs context-specific and adap5ve search assistance Spelling suggestion links, Libguide links, direct links for frequent searches, limit suggestions, DOI identification, online chat link, journal title links Direct link to PDF when available DOI, publisher, SFX links for ar5cles, e-book links from catalog Altmetric badges Writes out custom transac5on logs

12 Illinois Bento Box Discovery Model Search: SuggesIons: Keywords 6 {search terms} GO Direct link to {search term} Classic Easy Search Look at the Journals or databases that match this search. DOI direct link Limit this search to Itle words. Need addi5onal assistance? Ask a Librarian Ar5cles (EBSCO EDS API) 10 Results See all matches EBSCO PDF links, DOI links, Publisher links, Catalog links, Scopus record links Altmetric links Ar5cles: Addi5onal A&I Service API (Scopus, Engineering Village, IEEE) 5 Results See all matches, DOI links Altmetric links Library Catalog (VuFind) 10 Results See all matches Direct links to full-text Second Center Display Area for Resources 10 Results See all matches Direct links to full-text Subject Sugges5ons Subject Database matches and links to completed search Departmental Library Librarian contact General Searches Library Web Pages Reports, Collec5ons, Pages Adver5se Library Service Click image

13 Bento Clickthroughs by Category User Clickthroughs by Category Percentages Article links 56.1% OPACs and Books 33.6% Full-text clicks 16.6% Suggestions 9.2% Journal Title links 3.6% Library links or contacts 0.2%

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17 Bento Feature Sets 38 academic libraries with bento instances All have Books and Articles areas WSDS for articles: 15 Summon, 4 Primo, 10 EDS Other resources: Website search = 17 Library/research guides = 12 Journal titles = 12 Databases = 14 Digital collections = 11 Subject Top Picks = 10 Contacts = 10 OPAC often separate application: VuFind, Blacklight

18 Bento Libraries NCSU, Illinois, Michigan, Columbia, Duke, Stanford, Johns Hopkins, North Carolina, Virginia, Cornell, Princeton, Toronto, Vanderbilt, Yale, Penn, Brown, Dartmouth, Alabama, Rice, Cal Tech, Oklahoma, Smith College, Villanova, Wayne State, George Washington, Calgary, Alberta, Simon Fraser, North Texas, Boston College, Bryn Mawr

19 Bento Observa5ons Feature sets vary; many bento versions do not do spell checking and do not provide direct links to full-text Only three employ the one-click to full-text w/p going through local link resolver Have local control and customiza5on But, requires programming/server staff and maintenance API processing Need for catalog item availability and direct links to ebooks 19

20 Next Steps Augment displayed records (asynchronously): Suppor5ng ar5cle datasets from Scholix or CrossRef Data Events records Open Access records from oadoi, GS, or other source Add Impact Factor, SNIP, Eigenvalue, CiteScore or other journal 5tle evalua5ve informa5on Integra5on of complementary digital services Data management services High-defini5on visualiza5on & analy5cs Publica5on metrics Course management content Faculty profile systems 20