catalog transformed: from traditional to emerging models of use

Catalog Transformed:Catalog Transformed:From Traditional to Emerging Models of UseFrom Traditional to Emerging Models of Use

Andrew K. PaceNCSU Libraries

Feb. 7, 2006

Classic Integrated SystemClassic Integrated System

MARC Records

item holdings

serial holdings

Patron Records

circtransactions

reserve records

Acquisitions Records

• websites (856)

• e-books

• e-journals

• databases

• datasets

WEBPACPatron self-

service

Serials Control Records

Dis-integrated Library SystemDis-integrated Library System

• websites (856)

• e-books

• e-journals

• databases

alpha list of databases

subject list of databases

e-journal finder

Serials Solutions

TDNet

web subject guides

• Licensing Files

• ILL Files

• Collection Management Files

• Helpdesk Files

• Statistical Files

institutional repository

Authentication & Authorization

MyLibrary alert services

SFX

The library system puzzleThe library system puzzle

Catalog

Serials

A&I / FT DBs

“Web”

Catalog

Serials

http://www.lib.ncsu.edu/ematrix

licensing

statistics

subscript-ion info

technical support

remote access

evaluative data

PR

ES

EN

TA

TIO

N

LA

YE

R

ADMINISTRATIVE

METADATA

E-MATRIX

I

L

S

Other Databases:E-journal finderETDsInstn’l RepositoryEtc.

DATA HOOKS

Website

Catalog

E-resources

Alert Services

Local DBs & Collections

Digital Archives

DataRepos-itories

vendor data

Evaluative Tools

E-Matrix

Who is working on ERM?Who is working on ERM?

• CARL / TLC – Gold Rush

• EBSCO Electronic Journal Service

• Elsevier / Endeavor – Meridian

• Ex Libris – Verde

• Innovative Interfaces – ERM module

• Serials Solutions – ERMS

• SirsiDynix – Serials Solutions Partnership

• TDNet – e-Resource Manager

• VTLS – VERIFY

Vendors

What hath disintegration wrought?What hath disintegration wrought?

WebFeat

Muse Global

The Online CatalogThe Online Catalog

"Most integrated library systems, as they are currently configured and used, should be removed from public view."

- Roy Tennant, CDL

What ILS Catalogs Do Well…What ILS Catalogs Do Well…(liberally stolen from Roy Tennant)(liberally stolen from Roy Tennant)

• Inventory control: What and where

• Known item searching

• Any search other than known item• Most Anything other than books (serials, e-

resources, articles, digital objects)• Logical groupings of results (e.g. FRBR)• Faceted browsing• Relevance ranking• Sideways searching (suggestions,

expansion of searches and search targets)

What ILS Catalogs Don’t do Well…What ILS Catalogs Don’t do Well…(liberally stolen from Roy Tennant, and augmented by me)(liberally stolen from Roy Tennant, and augmented by me)

Endeca purchase decisionEndeca purchase decision

• Lots of topical searches and poor subject access– Keyword gives too many or too few results

– leads to general distrust– Misunderstanding of authority headings

• No relevancy ranking of results

• Needed more responsiveness (speed)

Pursuit of FeaturesPursuit of Features

Endeca, et al• Speed• Relevance Ranking• Faceted Browsing• True Browsing (LC)• Spell-checking• Automatic stemming• “Did you mean…”

Unicorn / Web2• As if…• Last-in / First-out• Authority index links• Query required• Dictionary lookup only• No• No

Pre-Endeca Catalog SearchPre-Endeca Catalog Search

• 6 search tabs• 14 radio buttons• 1-4 drop down

boxes

Endeca Catalog SearchEndeca Catalog Search

• 3 search tabs• No radio buttons• 2 search boxes• Keyword search default

10. Library of Congress Classification

9. Availability

1. Subject: Topic2. Subject: Genre3. Format4. Library5. Subject: Region6. Subject: Era7. Language8. Author

NextGen Library Search ToolsNextGen Library Search ToolsThe Next Generation catalog: more than just a facelift

– RedLightGreen (RLG)– OCLC Fictionfinder– Vivisimo clustered search – Aquabrowser visual context – Endeca Guided Navigation / Information Access Platform– Innovative Interfaces “OPAC Pro” and Encore– Ex Libris “Primo”– Polaris, AJAX-Enabled OPAC– SirsiDynix EPS, FAST, something “top secret”– Talis, et alWeb Services– OCLC Custom Worldcat– Georgia Pines, Koha, and the Library 2.0 Bandwagon

NGC4LIB

The library system puzzleThe library system puzzle

Catalog

Serials

A&I / FT DBs

Web

Digital Repositories

ERM Systems

Guided Navigation

Legacy ILS

Metasearch

IR

GS

The library system pileThe library system pile

• “Seams serve as perceptible boundaries that provide points of reference; without such boundaries readers get ‘lost at sea’ and don’t know were they are in relation to anything else; they can’t perceive either the extent of what they have or what they don’t have.”

-Thomas Mann

Future PlansFuture Plans• Ongoing tweaks:

– Continued usability testing; more bling– Relevance ranking algorithms & spell correction thresholds– Additional browsing options

• Endeca 2.0 ideas– FRBR-ized display (using OCLC work identifier)– Natural language entry points– Patron-generated refinements (folksonomies?)– Enrich records with supplemental Web Services content – more

usable TOCs, book reviews, etc.– The death of authority searching (not authority work!)– More integration with QuickSearch, other data repositories, and

third-party discovery tools: pointing content outward– Using Endeca for more kinds of content