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Selecting, Implementing and
Teaching a Web-Scale Discovery Tool




            CHRIS SWEET
   ILLINOIS WESLEYAN UNIVERSITY
 ISU INFORMATION LITERACY SUMMIT
              4/30/12
 What do most students expect from library search
 tools?

 What is federated searching?


 What is web-scale searching?


 What is a library discovery tool?
IWU Background / Context

 Liberal Arts Institution with 2100 undergraduates
 ERIAL Project (2008-2010)
   Library resources are too fragmented

   Students are not persistent when researching

   Students don’t want to learn multiple interfaces

   Recommended exploring Discovery tools

 We had many costly databases with good content
  that had low usage statistics
Selection Process

 In the fall of 2010, Illinois Wesleyan University
 reviewed all the major web-scale discovery tools
 available to libraries.
    WorldCat Local (2007)
    Serial Solutions Summon (2009)
    Ebsco Discovery (2010)
    Exlibris Primo Central (2010)
    CARLI-Extensible Catalog
    Google Scholar?
Selection Process

Note:
 Features, content, ability to customize , etc. have all
  been evolving on almost a monthly basis
 What worked for us, might not work as well for you
 New ILS systems from OCLC, Ex Libris and
  Innovative Interfaces won’t have a traditional OPAC-
  they will be based on a Discovery-type system
Selection Process

 What led us to choose EDS?
 IWU already had many EBSCO subscriptions
 Familiarity with the interface (Academic Search Premier)
 Ability to include things outside EBSCO licensed content
    (Federated)
   Access to more deep or “thick” metadata than much of the
    competition. This can include: full-text, abstracts, subject
    indexing. *Critical when comparing discovery tools.
   Peer-reviewed limiter
   Decent relevancy rankings (from a librarian perspective)
   Costs were comparable bet. EDS, Summon and Primo.
    “Around” $20K a year with a 3 year contract
Some questions to ask when
                  selecting a discovery tool


 How many of our current library resources can be
    included?
   For items that are included do we get thick or thin
    metadata?
   Do we have any options for including resources for
    which you do not have a licensing agreement?
   How does the system handle consortial records and
    borrowing?
   What features of the tool are customizable?
Implementation

 Very good EBSCO support during this phase, no major
    problems.
   Consortial borrowing issues (do we want all I-Share
    content searched by default?)
   Similarly, what free content should be included?
   Deciding what to do about resources that are not
    included in the base index (what to federate?)
   Developing an understanding of the tool and buy in from
    the librarians and teaching faculty
   Testing, marketing
   Integrating the tool into the website
Ames Library Homepage
Problems

 We’re establishing an EBSCO monopoly of sorts
    (relevancy rankings, metadata)
   Known item searching wasn’t great
   Statistics- (below)
   ProQuest databases don’t play nice
   Lexis-Nexis: not yet part of the index
   Many small, one-off issues with linking, metadata
    problems, etc.
Successes

 Adoption was very quick
 Response has been overwhelmingly positive
 Almost all of our major resources are included in the
  main index
 Works when I-Share is down!
 In general, students are finding good resources more
  quickly
Evaluation

 IWU Student usability study
   Students were far more successful using EDS than other
    resources
   Never used the right-hand federated resources

   Occasionally applied left-hand limiters

   Students searched every box like a Google box

 Usage statistics in a discovery environment
   Jul-Dec 2011 28,000 sessions and 17,000 downloads, 11,000
    SFX links to full-text articles not in EDS
   Problematic for evaluating impact on stand-alone databases,
    because every EDS search counts as 1 search
Evaluation

 Results from a Student/Faculty Anonymous Survey
   Overall ease of use 92% (Very Good or Excellent)
   Speed of searches 100% (Very Good or Excellent)
   Relevancy of Results 85% (Very Good or Excellent)
   Would you recommend this tool to a friend or colleague?
    100% said Yes

     “I really like this. To test it, I ego-searched and MegaSearch
      came up with almost all of my publications, including book
      reviews, almost without duplication. I don’t know of a single
      database that is able to do this. Very Impressed.”
     “Thanks for this! I didn’t know I needed it and now I
      wouldn’t search without it. I’ve only been using it for a week
      or so, so perhaps I haven’t discovered weaknesses yet.”
Evaluation

 Paths of Discovery: Comparing the Search effectiveness
 of EBSCO Discovery Service, Summon, Google Scholar,
 and Conventional Library Resources
 Andrew D. Asher, Lynda M. Duke, Suzanne Wilson
 (Accepted for publication in College & Research Libraries, available for pre-
 print in early May)


 Study compared the effectiveness of these tools at IWU
  and Bucknell Universities
 General Findings: EDS outperformed Summon and other
  search systems in almost every category.
Teaching EDS

 Did our general approach change?
   Discovery Tools are not a magic bullet

   Frees us up to focus on teaching research skills instead of
    multiple interfaces
   Usually still teach VU Find/I-Share separately

 Issue of federated connectors (have to be taught to
  be used)
 Discipline-specific database dilemma, can also limit
  to a single database from within EDS
Closing Thoughts

 There’s no going back now!
 Interdisciplinary searching is outstanding.
 Getting the most out of a discovery tool is not a
  passive process
 If Google Scholar could be customized to include
  additional local library holdings it could be a “killer
  app”
 Death of A&I databases?
 A survey of incoming students this past fall
  discovered that none of them used their mobile
  devices for research. (Mobile interfaces are not as
  important as we thought)
Questions?

Demo Searches:

 Wesleyan EDS http://www.iwu.edu/library/
 ISU EDS http://library.illinoisstate.edu/
 Summon at Arizona State: http://lib.asu.edu/

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Selecting implementing and teaching a web scale discovery tool

  • 1. Selecting, Implementing and Teaching a Web-Scale Discovery Tool CHRIS SWEET ILLINOIS WESLEYAN UNIVERSITY ISU INFORMATION LITERACY SUMMIT 4/30/12
  • 2.  What do most students expect from library search tools?  What is federated searching?  What is web-scale searching?  What is a library discovery tool?
  • 3. IWU Background / Context  Liberal Arts Institution with 2100 undergraduates  ERIAL Project (2008-2010)  Library resources are too fragmented  Students are not persistent when researching  Students don’t want to learn multiple interfaces  Recommended exploring Discovery tools  We had many costly databases with good content that had low usage statistics
  • 4. Selection Process  In the fall of 2010, Illinois Wesleyan University reviewed all the major web-scale discovery tools available to libraries.  WorldCat Local (2007)  Serial Solutions Summon (2009)  Ebsco Discovery (2010)  Exlibris Primo Central (2010)  CARLI-Extensible Catalog  Google Scholar?
  • 5. Selection Process Note:  Features, content, ability to customize , etc. have all been evolving on almost a monthly basis  What worked for us, might not work as well for you  New ILS systems from OCLC, Ex Libris and Innovative Interfaces won’t have a traditional OPAC- they will be based on a Discovery-type system
  • 6. Selection Process  What led us to choose EDS?  IWU already had many EBSCO subscriptions  Familiarity with the interface (Academic Search Premier)  Ability to include things outside EBSCO licensed content (Federated)  Access to more deep or “thick” metadata than much of the competition. This can include: full-text, abstracts, subject indexing. *Critical when comparing discovery tools.  Peer-reviewed limiter  Decent relevancy rankings (from a librarian perspective)  Costs were comparable bet. EDS, Summon and Primo. “Around” $20K a year with a 3 year contract
  • 7. Some questions to ask when selecting a discovery tool  How many of our current library resources can be included?  For items that are included do we get thick or thin metadata?  Do we have any options for including resources for which you do not have a licensing agreement?  How does the system handle consortial records and borrowing?  What features of the tool are customizable?
  • 8. Implementation  Very good EBSCO support during this phase, no major problems.  Consortial borrowing issues (do we want all I-Share content searched by default?)  Similarly, what free content should be included?  Deciding what to do about resources that are not included in the base index (what to federate?)  Developing an understanding of the tool and buy in from the librarians and teaching faculty  Testing, marketing  Integrating the tool into the website
  • 10. Problems  We’re establishing an EBSCO monopoly of sorts (relevancy rankings, metadata)  Known item searching wasn’t great  Statistics- (below)  ProQuest databases don’t play nice  Lexis-Nexis: not yet part of the index  Many small, one-off issues with linking, metadata problems, etc.
  • 11. Successes  Adoption was very quick  Response has been overwhelmingly positive  Almost all of our major resources are included in the main index  Works when I-Share is down!  In general, students are finding good resources more quickly
  • 12. Evaluation  IWU Student usability study  Students were far more successful using EDS than other resources  Never used the right-hand federated resources  Occasionally applied left-hand limiters  Students searched every box like a Google box  Usage statistics in a discovery environment  Jul-Dec 2011 28,000 sessions and 17,000 downloads, 11,000 SFX links to full-text articles not in EDS  Problematic for evaluating impact on stand-alone databases, because every EDS search counts as 1 search
  • 13. Evaluation  Results from a Student/Faculty Anonymous Survey  Overall ease of use 92% (Very Good or Excellent)  Speed of searches 100% (Very Good or Excellent)  Relevancy of Results 85% (Very Good or Excellent)  Would you recommend this tool to a friend or colleague? 100% said Yes  “I really like this. To test it, I ego-searched and MegaSearch came up with almost all of my publications, including book reviews, almost without duplication. I don’t know of a single database that is able to do this. Very Impressed.”  “Thanks for this! I didn’t know I needed it and now I wouldn’t search without it. I’ve only been using it for a week or so, so perhaps I haven’t discovered weaknesses yet.”
  • 14. Evaluation  Paths of Discovery: Comparing the Search effectiveness of EBSCO Discovery Service, Summon, Google Scholar, and Conventional Library Resources Andrew D. Asher, Lynda M. Duke, Suzanne Wilson (Accepted for publication in College & Research Libraries, available for pre- print in early May)  Study compared the effectiveness of these tools at IWU and Bucknell Universities  General Findings: EDS outperformed Summon and other search systems in almost every category.
  • 15. Teaching EDS  Did our general approach change?  Discovery Tools are not a magic bullet  Frees us up to focus on teaching research skills instead of multiple interfaces  Usually still teach VU Find/I-Share separately  Issue of federated connectors (have to be taught to be used)  Discipline-specific database dilemma, can also limit to a single database from within EDS
  • 16. Closing Thoughts  There’s no going back now!  Interdisciplinary searching is outstanding.  Getting the most out of a discovery tool is not a passive process  If Google Scholar could be customized to include additional local library holdings it could be a “killer app”  Death of A&I databases?  A survey of incoming students this past fall discovered that none of them used their mobile devices for research. (Mobile interfaces are not as important as we thought)
  • 17. Questions? Demo Searches:  Wesleyan EDS http://www.iwu.edu/library/  ISU EDS http://library.illinoisstate.edu/  Summon at Arizona State: http://lib.asu.edu/