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Library
discovery:
past, present and some futures
@LorcanD
Lorcan Dempsey
20 November 2013

NISO Virtual Conference: Web-Scale Discovery
Services: Transforming Access to Library
Resources
Scope
Pretty general

3
Past:
Some drivers
Present:
Some
responses
Future:
Some directions

4
Drivers 1

The user environment
The example of visitors and residents
Lynn Silipigni Connaway, David White, Donna Lanclos, and Erin Hood. 2013. Meeting the Needs of Digital Visitors
and Residents: Developing Engagement with Institutional Services Educause Annual Conference, 15-18 October
2013, Anaheim, California (USA).http://www.oclc.org/content/dam/research/activities/vandr/presentations/meetingthe-needs-of-digital-visitors-educause-2013.pptx
Lynn Silipigni Connaway, Donna Lanclos, and Erin Hood. 2013. "I Find Google a Lot Easier Than Going To the
Library Website."
Imagine Ways to Innovate and Inspire Students to Use the Academic Library. ACRL 2013: Imagine, Innovate, Inspire,
10-13 April 2013, Indianapolis, Indiana
(USA).http://www.oclc.org/content/dam/research/activities/vandr/presentations/acrl-vandr2013.pptx

5
“It’s convenience. It’s the immediacy of it.”
(UKF3, Experiencing, Male, Age 52, Artist & Technical Support)

Convenient Doesn’t
Always Mean Simple
Image: http://www.flickr.com/photos/dubpics/8685963533/
“...Google doesn’t
judge you.”
(UKF3, Male, Age
52)

Image: http://www.flickr.com/photos/cubmundo/6184306158/
Academia Isn’t (Always) Learning

“And so like my parents will always go, ‘Well look it
up in a book, go to the library.’ And I’ll go, ‘Well
there’s the internet just there.’” (UKU5, Emerging, Female,
Age 19, Chemistry)
Image: http://www.flickr.com/photos/22326055@N06/6732616879/
“It’s like a taboo I guess with all teachers, they
just“I just type itknow,Google they see what
all say – you into when and explain the
paper comes up.” (UKS2)
they always say, “Don’t use Wikipedia.”
(USU7, Female, Age 19)

Learning Black Market
Image: http://wp.me/pLtlj-fH
Then: Resources were scarce and
time was abundant
Now: Resources are abundant and
time is scarce
Convenience is an important value.

10
Drivers 2:
The service environment
“How can building a website be so difficult?”

11
Until recently …..
… library websites were providing a
very thin layer of integration over
two sets of heterogeneous
resources, ….
…which map more to legacy
technical and business issues than
to user behaviours.
12
1. Systems
2. Databases

Catalog/ILS
A-Z lists

Metasearch

Legacy database boundaries
map more to historically
evolved publisher
configurations and business
decisions than to user needs or
behaviors.

Resolver
Repository

13
Full text publishers

A&I publishers

Aggregators

Discovery layer
providers
15
Driver 3:
The network environment
Stuck in the middle

16
Webscale: operating at the scale of the web. We
have seen many service providers emerge in recent
years which operate at webscale.
Facebook, Amazon, Expedia, Etsy.
They concentrate capacity in platforms whose
benefits can be broadly shared. The platform
supports the aggregation of data and
infrastructure at scale.
Additionally, many of these services build strong
communities - networks of participants who
communicate, share, or trade on the platform.
Webscale and personal go
together.
Webscale and personal go together.
The institution is the squeezed
middle?
Researchers prefer to
adopt open source and
social media technologies
that are available in the
public domain rather than
institutional license-based
applications ….. First the
social media technologies
facilitate networking and
community building.
Second, researchers prefer
to use technologies that
will enable them access to
resources and their own
materials beyond their
institution-based PhD
research.

e.g. Mendeley, Zotero, Endnote
Then: users built their workflow
around the library.
Now: the library must build its
services around its users workflow.

24
Users value convenience.

Library destinations fragmented
and demand too much work
(cognitive and mechanical).
The institution is being squeezed
between the webscale and the
personal. Have to get into
workflows.
25
Discovery layer
Users value convenience.
Library destinations fragmented and
demand too much work (cognitive and
mechanical).
The institution is being squeezed
between the webscale and the personal.
Have to get into workflows.
The challenge of discoverability

26
Some responses

27
Some responses
1. Systems integration – unified discovery and
unified backoffice workflows
2. Website integration – an integrated
experience
3. Make discovery more like web search
4. Discoverability – a decentered network
presence

28
1. Systems integration – unified discovery
and unified backoffice workflows
2. Website integration – an integrated
experience
3. Make discovery more like web search
4. Discoverability – a decentered network
presence
29
Worldshare MS

ALMA

Sierra

Intota

Kuali Ole
Worldcat Local

Worldshare MS

Primo

ALMA

EDS

Sierra

Summon

Intota

Kuali Ole
(Partial) systems integration
Cloud-based.
Workflow integration across purchased,
licensed, digital?
Central index.
Best-of-breed vs Trend to single supplier
ecosystems?
US Academic Libraries

N = 881
Based on data from Marshall Breeding’s Lib-Web-Cats technology profiles, August 2013.
Created by Constance Malpas, OCLC Research, using the Sankey template from Bruce McPherson.
1. Systems integration – unified discovery
and unified backoffice workflows
2. Website integration – an integrated
experience
3. Make discovery more like web search
4. Discoverability – a decentered network
presence
34
Some examples ..
• Content management
systems
• Resource guides

• Locally controlled search
container
– VuFind
– Blacklight

• Discovery systems
– A unified view
– Move work from user
to system
35
1. Systems integration – unified discovery and
unified backoffice workflows
2. Website integration – an integrated
experience
3. Make discovery more like web search
4. Discoverability – a decentered network
presence

36
“Simple” search box to find everything
“Simple” search box
Refine results

38
“Simple” search box
Refine results

A focus on fulfilment …

39
1. Systems integration – unified discovery and
unified backoffice workflows
2. Website integration – an integrated
experience
3. Make discovery more like web search
4. Discoverability – a decentered network
presence
40
Network Presence
John Doe University Library
Website

Decoupled
Communication

John Doe
University
Library
External
Syndication

Cloud Sourced
Flickr

Decoupled
Communication

Blogs

Facebook
Twitter
Google

Youtube

Discovery
Knowledgebase

Libguides

Cloud Sourced

Resolver
WorldCat
ArchivesGrid
Summon

Metadata
Scirus
Blogs
Suncat
Catalogue

RSS

Mobilepp

Ethos
Proxy Toolbar
OAI-PMH
(Dspace)

Linked Data
(Catalog)

Dspace
Discovery

Services
Proxy
Widgets

Library APIs
Z39.50

External
Syndication

Data
Jorum
Digital
Archive

Europeana
Creating conversations
around collections:
Sleevefacing at
Bowling Green State Univ

http://blogs.bgsu.edu/librarysleevefacing/2012/08/15/bookends/
„Discoverability‟ needs to be
managed in parallel with „discovery‟
…

Get into research and learning
workflows …

46
Results?

47
48
49
50
Directions: some futures

51
Full library discovery
Fulfillment at the point of need
Ranking, relating, recommending
Outside-in and inside-out
From strings to things

52
Full library discovery
Bento Box?
Ranking?

Collections
Resource Guid
Website
People
Events
…
Image: http://www.flickr.com/photos/4563photo/3889124590/sizes/l/in/photostream/ 55
Ranking, relating,
recommending
Specialising to institution/person

56
Examples
• Analytics
– Improve user
experience
– Improve management
decisions
• Recommendations

• Reading lists/course
reserves
• Specialise to courses

57
Fulfillment at the point of need
…
Buy, borrow, connect, …
Demand driven acquisition …

58
59
Outside-in vs inside-out
Outside in Bought, licensed
Discovery layer
Aim: to discover, to fulfill

Inside out
Institutional assets: special collections,
research and learning materials (IR), institutional records, …
Aim: to *have* discovered … discoverability
From strings to things
The social graph
Three benefits acc to Google:
1.Find the right thing
2.Get the best summary
3.Go deeper and broader
66
67
Examples
• Include „cards‟ about:
– People
– Works
– Institutions

• Linked data backbones?
• VIAF

68
Discoverability

Discovery

Image: http://www.flickr.com/photos/martindo/5975419889/

69
Thank
you
@LorcanD

©2013 OCLC. This work is licensed under a Creative Commons Attribution 3.0 Unported License. Suggested attribution: “This
work uses content from [presentation title] © OCLC, used under a Creative Commons Attribution license:
http://creativecommons.org/licenses/by/3.0/”

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Library discovery: past, present and some futures

Hinweis der Redaktion

  1. Image: http://www.flickr.com/photos/dubpics/8685963533/LynnVisitors and Residents (V&R) data agree with other research projects that indicate that some individuals are frustrated with libraries and do not physically visit them because of limited hours, long travel distances, and the time needed to do their research in the library (Connaway 2013; Connaway, Lanclos, and Hood 2013a; Connaway, Lanclos, White, Le Cornu, and Hood 2013; Pullinger 1999; White and Connaway 2011-2012 ). Search engines (in particular, Google) are preferred because they are more convenient and faster—they are always available (De Rosa et al. 2005 ), and also because they are perceived to be reliable, as well as fast. (InfoKit, Convenient Doesn’t Always Mean Simple)Speed and efficiency are relatively conventional ways of defining “convenience,” and they are certainly factors in the decisions people make about where to go and what to use, when seeking information. (InfoKit, Convenient Doesn’t Always Mean Simple)Data from the V&R project reveal that individuals in all educational stages cite the relevance of convenience/ease of use to their decision-making, trumping all other reasons for selecting and using a source (White and Connaway 2011-2012 ; Connaway, White, and Lanclos 2011). (InfoKit, Convenient Doesn’t Always Mean Simple)Familiarity appeared to also be a major component of individuals’ perceptions both of authority and convenience. If an individual had done something/used something before, they were more likely to perceive that thing as being “convenient,” even if it objectively took more steps and/or time than other solutions. While the methods some individuals used to seek and assess information were inelegant, they had been developed at an early age, and had become well worn and comfortable, if not terribly efficient or sophisticated. They continued using these methods in part because they tended to yield effective results. (InfoKit, Convenient Doesn’t Always Mean Simple)Connaway, Lynn Silipigni. 2013. Why the internet is more attractive than the library. The Serials Librarian 64, no. 1-4: 41-56.
  2. “And also the fact that Google doesn’t judge you.” Digital Visitors and Residents (UKF3 0:16:35 Male Age 52)“I don’t know, it’s habit. I know what it looks like and how to use it.” Digital Visitors and Residents (UKU9 0:19:06  Male Age 27) (speaking about Google) “I find Google a lot easier than going to the library website because I don’t know, it’s just like sometimes so many journals come up and when you look at the first ten and they just don’t make any sense I, kind of, give up.” Digital Visitors and Residents (USU7 0:34:11 Female Age 19)
  3. Image: http://www.flickr.com/photos/22326055@N06/6732616879/DonnaThose participants in the “Emerging” educational stage tended to consider physical books as the most academically credible source but often used what they considered less authoritative information from the web. This usually was because searching online was the most convenient  method of discovering what they needed and usually provided more focused “answers” than alternatives. (InfoKit, Academia Isn’t (Always) Learning) Participants in the later educational stages (Embedding and Experienced) had more sophisticated critical evaluation techniques and a deeper understanding of their chosen subject so were prepared to vouch for less traditional sources. However, they still were tentative about citing non-traditional resources in formal work even when they knew the information to be high quality. (InfoKit, Academia Isn’t (Always) Learning) All of the students we interviewed had constructed a precise, if conservative, model of what they thought their institution would accept as legitimate practices in their academic work and were adept at only presenting these during class time and in formal assessments. For tutors, faculty, and other academic staff, the notion of what constitutes legitimate practice was far less clear and appeared to be negotiated on an individual basis. (InfoKit, Academia Isn’t (Always) Learning) 
  4. Image: http://wp.me/pLtlj-fHCovert online study habitsWikipediaDon’t citeWidely usedGuiltStudents & teachers disagreeQuality sourcesThere is a “Learning Black Market”: learners use non-traditional sources but feel they cannot talk about them in an institutional context. Wikipedia usage is an example of this. (White & Connaway, 2011)White, D. S., & Le Cornu, A. (2011). Visitors and Residents: A new typology for online engagement. First Monday,16(9). Retrieved from http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/article/viewArticle/3171/3049  “I mean if teachers don’t like using Wikipedia they don’t want you to use Wikipedia. A lot of students will still use Wikipedia and then cite another source. As long as it has the same information and it is not word for word or anything they’ll use Wikipedia because it is the easiest thing to go look up on Wikipedia. It will give you a full in-depth detailed thing about the information. Teachers don’t just like it because it’s not the most reliable source since anyone can post something on there even though the site is monitored, it’s because it’s too easy.” (USU3 0:30:59, Male Age 19)  Students’ Perceptions of Teachers’ opinions of Wikipedia:“Avoid it.” (UKS8 0:28:28.3, Female Age 16)  “They say it’s because anyone can make up – I mean, anyone can add information on there but I mean when I’ve actually looked into information it seemed the same as any information I find anywhere else. I mean, it’s not like if you look up fourth of July, it’s not like it gives you like some weird explanation of aliens or something.” (USU7 0:33:14, Female Age 19) Students’ on Wikipedia:“I use it, kind of like, I won't cite it on my papers but I, kind of, use it as a like, as a start off line. I go there and look up the general information, kind of, read through it so I get a general idea what it is. Then I start going through my research.” (USU7 0:33:49, Female Age 19) “Everyone knows that you try not to use Wikipedia as a source because it is a cardinal sin.” (UKU3 0:31:03, Female Age 19)