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Conversation Starter at ALA Anaheim June 23, 2012 Discovery Here, Discovery There Ken Varnum University of Michigan Library [email protected] @varnum Pros and Cons of Local & Remote Hosting of Discovery Tools

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Conversation Starter at ALA AnaheimJune 23, 2012

Discovery Here, Discovery There

Ken Varnum

University of Michigan [email protected]

@varnum

Pros and Cons of Local & Remote Hosting of Discovery Tools

Conversation Starter at ALA AnaheimJune 23, 2012

Introduction

• 5+ years at University of Michigan Library• 12+ years in academic, corporate, and special

libraries• Fondness for two library things:– Drupal (not talking about that here today)– Discovery

Conversation Starter at ALA AnaheimJune 23, 2012

Agenda

• What is discovery?• Local vs. remote hosting of interface• What it takes to host an interface locally• Pros and Cons• Questions

Conversation Starter at ALA AnaheimJune 23, 2012

Discovery Defined

For today’s talk, discovery systems have these qualities:• A central index of metadata & full text• Harvested from many sources• Integrated with full text delivery• Something you license• NOT federated/brokered/broadcast search• Understands library’s holdings/rights

Conversation Starter at ALA AnaheimJune 23, 2012

Discovery Systems

Things you’ve heard of:• EBSCO Discovery System• Ex Libris Primo • Serials Solutions Summon• WorldCatSee a list of who uses what at bit.ly/LIDDXc

Vendor Model

Conversation Starter at ALA AnaheimJune 23, 2012

Massey University (New Zealand)

Conversation Starter at ALA AnaheimJune 23, 2012

Massey University (EBSCO)

Conversation Starter at ALA AnaheimJune 23, 2012

Boston University

Conversation Starter at ALA AnaheimJune 23, 2012

Boston University (Primo Discovery)

Conversation Starter at ALA AnaheimJune 23, 2012

Dartmouth College

Conversation Starter at ALA AnaheimJune 23, 2012

Dartmouth College (Summon)

Conversation Starter at ALA AnaheimJune 23, 2012

What Do Users Experience?

• An interface that generally does not look like their home library

• A clean, elegant, & tested interface• Some challenges in “resetting” themselves or

getting help• Unclear who “owns” the interaction

Conversation Starter at ALA AnaheimJune 23, 2012

What Do Libraries Gain?

• Simplicity of setup and interface design• Discovery is just another vendor• Autopilot (more or less)• Anyone who has used a discovery interface

can use your vendor’s

API Model

Conversation Starter at ALA AnaheimJune 23, 2012

University of Toulouse

Conversation Starter at ALA AnaheimJune 23, 2012

University of Toulouse Discovery

Conversation Starter at ALA AnaheimJune 23, 2012

Universitätsbibliothek Freiburg

Conversation Starter at ALA AnaheimJune 23, 2012

Universitätsbibliothek Freiburg

Conversation Starter at ALA AnaheimJune 23, 2012

NCSU Libraries

Conversation Starter at ALA AnaheimJune 23, 2012

Villanova

Conversation Starter at ALA AnaheimJune 23, 2012

What Do Users Experience?

• A familiar interface• Integration with other library services• Comfort

Conversation Starter at ALA AnaheimJune 23, 2012

What Do Libraries Gain?

• Control over user experience• Knowledge of what your users are doing• User-specific usage tracking information• Ability to intercede• Ability to offer help & additional services

Conversation Starter at ALA AnaheimJune 23, 2012

University of Michigan

Conversation Starter at ALA AnaheimJune 23, 2012

Michigan Discovery via API

Conversation Starter at ALA AnaheimJune 23, 2012

What We Enable

• Full-text link failure help• Favorites• Data Analysis

Conversation Starter at ALA AnaheimJune 23, 2012

Problem Reporting

• Article full-text links clicked: 134,095• There were 310,171 article searches• Problem reporting is built in to our interface

Conversation Starter at ALA AnaheimJune 23, 2012

Results of Error Reporting

• Reports go to our online reference service, Ask a Librarian

• Each one reviewed & responded to (phew!)• Frequent classes of problems:– User account problems– Proxy problems– Resource problems

Conversation Starter at ALA AnaheimJune 23, 2012

Problem Reports by Data Source

LOGICAL; 41.6%

proquest_dll; 19.4%

webofscience_primary; 11.2%

pubmed_primary; 5.1%

crossref_primary, 4.4%

gale_primary; 3.2%

credo_entries; 1.6%

webofscience_primary_A; 1.4%

doaj_primary_oai; 1.2%

53 other sources; 10.8%

Conversation Starter at ALA AnaheimJune 23, 2012

Favorites

• Can save articles for future use• Soon will be able to organize with other library

resources

Conversation Starter at ALA AnaheimJune 23, 2012

Favorites version 2.0

Conversation Starter at ALA AnaheimJune 23, 2012

What You Need

• A vendor with an API• Programming staff to customize it• Commitment to keeping up with changes• Willingness to experiment (a bit) and share

Conversation Starter at ALA AnaheimJune 23, 2012

Why Do This?

• Users have familiar navigation• Library can offer appropriate assistance• We are guardians of patron interactions;

should keep that connection alive as long as possible.

Conversation Starter at ALA AnaheimJune 23, 2012

DiscussionKen VarnumWeb Systems ManagerU. of Michigan [email protected]@varnumLink List: bitly.com/bundles/varnum/3

Drupal in LibrariesALA TechSource978-1-55570-778-1

http://amzn.to/drupalinlibraries

Background image by MLibrary – CC: BY