The migration of traditional online academic and public library catalogs to the notion of “discovery platforms” promises new ways to expose library collections and other resources tailored to individual patron needs. For more patrons, this personalized search and discovery experience can encompass functions and tools unheard of just a few years ago, such as powerful faceted searching tools and tagging, as well as provide a collaborative portal for social media and other online scholarly community initiatives. For many libraries, the discovery platform also provides an efficient method for maximizing the use of its online resources and overall investment. Whether you are new to discovery platforms systems or would like ideas on how to enhance your existing solution, this informative session will explore three key areas: the discovery platform marketplace, selection and implementation strategies, and usability.

1. NISO Webinar
9 November 2011
Athena Hoeppner
Electronic Resources Librarian
University of Central Florida
Libraries
By
boo_licious
Web Scale Discovery Refresher
An over-simplification of concepts and systems.

2. Athena Hoeppner | WSD | NISO
Over-Simplified Definitions
Pre-harvested central
index coupled
with…
A richly featured discovery layer providing a
single search across a library's local, open
access, and subscription collections.
Web Scale Discovery Service
Discovery Service

3. Athena Hoeppner | WSD | NISO
Vendors
EBSCO
Primo
WorldCat
Innova<ve
Discovery
Central
Summon
Local
Interfaces
Service
Index
Serials
Encore
EBSCO
ExLibris
OCLC
Solu<ons
Synergy
Brian
Duncan,
Christopher
Kathleen
Spalding
and
Andrew
Nagy
Mindy
Pozenel
Alan
Dyck
McEvoy
Jorgen
Madsen

4. Athena Hoeppner | WSD | NISO
Select Customers
WorldCat
Innova<ve
EDS
PCI
Summon
Local
Interfaces
University
of
University
of
University
of
Oregon
State
University
of
Nebraska-­‐
Georgia
Iowa
University
Washington
Lincoln
University
of
University
of
CurFn
University,
University
of
University
of
North
Carolina
at
Colorado
at
Australia
Michigan
Arizona
Greensboro
Boulder
Okanagan
Northwestern
North
Carolina
Middle
Tennessee
Bethel
University
College,
Canada
University
State
University
State
University
Senate
House
Bournemout
University
of
Libraries,
York
St
John
WellcomeLibrary
University
Manchester
University
of
University
London

5. Athena Hoeppner | WSD | NISO
Content: What are you
searching?
• Your MARC plus…
• ARTbibliographies Modern
• Arts & Humanities Full Text
• ArXiv.org
• ASCE Research Library
• ASFA
• Asian American Drama
• ASME Transactions Journals
• ASPET Journals
• Associations Canada
• ASTM Digital Library
• CAB Abstracts
• CAIRN General Collection
• ...
• UK Newsstand
• United Kingdom Serials Group Journals
• University of Chicago Press Journals
• University of Illinois Press Journals
• World News Connection Old 52 ad
• World Scientific Journals
• Worldwide Political Science Abstracts
• Zoological Record

6. Athena Hoeppner | WSD | NISO
Gale LexisNexis HathiTrust
OneFile
arXiv.org
ebrary
Scopus MEDLINE
Open Access
WSD/Vendor
FT and A/I
Agreements
DOAJ
IBISworld
MLA FOUNDATIONINDEX
CENTRAL INDEX
UNIFIED IRs
Library Subs Library
MARC
INSPEC Supplied
ISI Digitized
Publisher
Supplied Springer
Wiley
OUP T&F Elsevier

7. Athena Hoeppner | WSD | NISO
Partial Scopus
Content
LexisNexis
Mutually
MLA WSD/Vendor Licensed
Agreements
Gale
OneFile
?? Content
?
CENTRAL INDEX
??
ISI
Specialized? Subs
Library
Content Federation
Valueline
Math- with a
Chem difference!
SciNet
Abs
Mutually-licensed content and other complexities

8. Athena Hoeppner | WSD | NISO
Gale LexisNexi
OneFile HathiTrust
s
Results
ebrary arXiv.org
Results MEDLINE
Scopus
IBISworld
Discovery
Relevancy
DOAJ
MLA Custom APIs
Service
Ranked Set IRs
Results
MARC
INSPEC Results
ISI Digitized
Springer
Wiley Results
OUP T&F Elsevier

9. Athena Hoeppner | WSD | NISO
Clustered Composite
Compendex
Space Time Computation
in Applied Intelligence
Author
Title
Gale Journal Title
OneFile Displayed
Subjects
CENTRAL INDEX And other mapped fields
Record
Ingenta
Native
Springer
Database
Multiple Data Sources

10. Athena Hoeppner | WSD | NISO
Record Display
Record
WorldCat
EDS
PCI
Summon
Synergy
Op<ons
Local
Can
display
original
Y
Y
N
Y
Y
Composite
or
Blended
Clusters
Composite
Clusters
Neither
Clustered
Record
Most
Publisher
Summon
Most
Database
Displayed
detailed
provided
record
detailed
in
supplied
available
to
CI
subscriber
Metadata
EBSCO
Primo
Summon
MARC
Database
format
supplied

11. Athena Hoeppner | WSD | NISO
Which is biggest? This way lies
WorldCat
Innova<ve
Content
Type
Content from
EDS
madness.
PCI
Summon
Local
Interfaces
approximately
[Encore
All
items
20,000 300,000,000
open access
930,000,000
Synergy] has
39
providers (and archives and 257
institutional 3,000
growing)
in
Ar<cle
records
620,600,000
databases
addition to repositories from
73 different across
metadata from
Books
6,000,000
another 70,000 institutions Ex
202,000,000
multiple
Theses
and
Libris works with providers.
book
Disserta<ons
publishers. the world’s
16,900,000
Mega-
Conference
- EBSCO leading providers One search - Alan Dyck
aggregation of
of global and
Proceedings
hundreds of
can reach
12,200,000
regional more than
millions of
information
eBook
scholarly e-
.
1,637
12,000,000
resources of databases or
Journals
and
- Summon collections of
global and
Magazines
50,000
regional
bibliographic
86,556
Databases
importance
records.
1,637
- ExLibris - WorldCat
Local

12. Athena Hoeppner | WSD | NISO
Evaluating the Content or Central
Index
Is the Content a Good Fit?
• Overall size
• Overlap of journals titles
and holdings
• Inclusion of subscribed
databases
• Richness of metadata
emiline220
WSD Features Template | UCF Central Index Survey | WSD Glossary

13. Athena Hoeppner | WSD | NISO
The Discovery Layer
 Branding
 Basic Search Features
 Advanced Search Fields
 Limitors/Refining
 Facets ginnerobo
t
 End User Features
 Web 2.0
 Interface Customizations

14. Taking Stock
Athena Hoeppner | ILI2011

15. Athena Hoeppner | WSD | NISO
Caveats
:-­‐o
The following slides are based on my observations
made whilst searching a small set of implementations.
:-­‐o
Implementationsnot use some available options. may
have chosen to
may have custom features, and
:-­‐o
I searched as a guest, so did not see the full
functionality available to authenticated users.
:-­‐o
I’m prone to typosapologize for any the searching way
too late at night. I
and did much of
errors.
:-­‐o
I don’t consider myself an expert.
ASK the vendors about features that interest you to
ensure that you have authoritative, accuruate
information.

16. Athena Hoeppner | WSD | NISO
Branding
WorldCat
Branding
Op<ons
EDS
PCI
Summon
Local
Synergy
Links
to
Library
sites
Y
Y
Y
Y
Y
Logo
Y
Y
Y
Y
Y
Interface
colors
Y
Y
Y
Y
Y
Customize
the
toolbar
Y
Y
Y
Y
Y
Customer
can
supply
CSS
Y
Y
Y
Y
?
Embed
search
form
Y
Y
Y
Y
Y

17. Athena Hoeppner | WSD | NISO
Basic Search Features
WorldCat
Search
Feature
EDS
PCI
Summon
Local
Synergy
Spell
Check/Did
you
mean
Y
Y
Y
Y
Y
Phrase
Y
Y
Y
Y
Y
Stems/TruncaFon
Y
Y
Y
Y
Y
Keyword
by
default
Y
Y
Y
Y
Y
Single
search
entry
(simple
Y
Y
Y
Y
Y
searches)
Advanced
-­‐
Fields
and
Y
Y
Y
Y
Y
Boolean

18. Athena Hoeppner | WSD | NISO
And more specialized search
fields…
WorldCat
Advanced
Search
Fields
EDS
PCI
Summon
Local
Synergy
Audience
N
N
N
Y
N
Content
Type
(FicFon,
Non-­‐
N
N
N
Fic,
Bio,
DissertaFon)
Y
N
Library
Ownership
N
N
Y
Y
N
Call
Number
N
Y
N
Y
N
Volume/Issue
N
N
Y
N
N
Exclude
Newspapers
N
N
Y
N
N
Exclude
Book
Reviews
N
N
Y
N
N
Exclude
DissertaFons
N
N
Y
N
N

19. Athena Hoeppner | WSD | NISO
Limitors
WorldCat
Limitors/Refining
EDS
PCI
Summon
Local
Synergy
Full
Text
Y
Y
Y
Y
Y
Scholarly/Peer
Reviewed
Y
Y
Y
Y
Y
Images
and
Image
Types
Y
N
N
N
N
Available
in
Library
Y
Y
Y
Y
*
Cited
ArFcles
N
Y
N
N
N
Full
CI/Library
CI
N
Y
Y
Y*
N

20. Athena Hoeppner | WSD | NISO
Facets
WorldCat
Facets
EDS
PCI
Summon
Local
Synergy
Audience * N N Y *
Author Y Y Books only Y *
Can Excluded by Facet
(NOT) N Y N N N
Checkbox for Multiple
selection Y ? ? ? N
Database/Content Provider Y Y N Y *
Format/Content type Y Y Y Y *
Genre N N Books only Y *
Geographical Area Y N Books only N *
Language Y Y Y Y *

21. Athena Hoeppner | WSD | NISO
Facets
WorldCat
Facets
EDS
PCI
Summon
Local
Synergy
Library Location Y N Y N *
Publication Title Y N N N Y
Source type (i.e Report,
Y Y N Y *
Directory, Handbook)
Specialized (i.e. Gender/
Y N N N *
Age/NAICS)
Subject/Topic Y Y Y Y Y
Time period subject N N Books only Y N
Thesaurus Term N N N N *Y

22. Athena Hoeppner | WSD | NISO
End User Features
WorldCat
End-­‐User
Feature
EDS
PCI
Summon
Local
Synergy
Formaded
citaFon
export
Y
Y
Y
Y
Y
Formaded
citaFon
display
Y
Y
Y
Y
N
Persistent
folders/Lists
Y
Y
N
Y
Y
Shared
folders/Lists
Y
Y
N
N
?
User
Accounts
Y
Y
Y
Y
Y
Personal
seengs
-­‐
interface
Y
Y
N
N
N
controls

23. Athena Hoeppner | WSD | NISO
End User Features
WorldCat
Web
2.0
EDS
PCI
Summon
Local
Synergy
Like/Plus
N
N
N
N
User
tagging
N
Y
N
Y
Y*
Tag
clouds
N
Y
N
N
Y*
Add
RaFngs
N
N
N
Y
Y*
Add
Reviews
N
N
N
Y
Y*
Share
to
external
(i.e.
N
Y
N
Y
Delicious,
Facebook,
etc.)

24. Athena Hoeppner | WSD | NISO
Interface Customizations
WorldCat
Relevance
and
Sor<ng
EDS
PCI
Summon
Local
Synergy
Relevance
weights
customizable
Y
Y
Y
Y
N
Sort
by
Author
N
Y
N
Y
N
Sort
Oldest
to
Newest
Y
N
Y
Y
N
Sort
Newest
to
Oldest
Y
Y
Y
Y
N
Sort
by
Popularity
N
Y
N
N
N
Sort
by
Library
and
Relevance
N
N
N
Y
N

25. Athena Hoeppner | WSD | NISO
Interface Customizations
WorldCat
Innova<ve
APIs
and
Other
EDS
PCI
Summon
Local
Interfaces
Interface
languages
Y
Y
Y
Y
Y
Search
box
can
be
in
external
Y
Y
Y
Y
Y
sites
More
opFons
for
layout
Y
Y
Y
?
N
and
funcFonality
Chat
Widget
Y
Y
?
?
?
Other
Widgets
?
Y
?
?
?

26. Evaluating the Discovery Layer
What is important to
you ?
What do your users
prefer?
 Branding
 Basic Search Features
Cambell’s ad.
 Advanced Search Fields
 Limitors/Refining
 Facets
 End User Features
 Web 2.0
 Interface Customizations
Feature Template
Athena Hoeppner | WSD | NISO

27. A Quick Tour
• University of Georgia
• University of Iowa
• Oregon State University
• University of Washington
• University of Nebraska-Lincoln
roadsidepic

28. Athena Hoeppner | WSD | NISO
All gone.
marlon-bunday-mmx
WSD Features Template | UCF Central Index Survey | WSD Glossary
Athena Hoeppner | athena@ucf.edu