Access Lab 2020: Context aware unified institutional knowledge services: an open architecture for digital libraries to offer a seamless user journey to content Alvet Miranda, senior manager or South/West Asia, Oceania and Africa, EBSCO

1. 19 March 2020
Alvet Miranda
Melbourne, Australia
An open architecture for institutions to offer a seamless
user journey to content
Lab
2020
Access
CONTEXT AWARE
UNIFIED INSTITUTIONAL KNOWLEDGE SERVICES

2. 1. Doctoral Candidate, Victoria University
Australia
2. MBA and MAppFin, Monash University
Australia
3. BSc. Software Engineering, Champlain
College USA
4. ~20 industry certifications from
Microsoft, PMI, ITIL, Tableau, Linux and
Amazon
5. Author (doi: 10.2196/12621), (ISBN
9789386578440 pg. 8-25)
6. Senior Manager of Software Services
(SW Asia, Oceania and Africa), EBSCO
ABOUT ALVET

3. Lettuce

4. Institutional Knowledge Services
Technology trends moving towards
1) Free Open Source Software
2) Open Access Content
3) Cloud Native
Low barriers to entry with greater
interconnectedness
Introduction | Research scope
End-User Centric over
Administrator Centric
Identified technologies that users have to
interact with from start to finish.

5. Context diagram of institutional knowledge services | Resource Facilitators and Resource Providers
Content Mgmt.
System
Discovery Global
knowledgebase
Link resolver
Institutional
sign in
Resource
provider
Search box
Resources
links
Result list
Sign in
RegisterRegister
Full text
Personalize
Log in
Register
Search
Results
Resource
links
Link to
resource
A to Z link
A to Z
browse
Search box
Inter library loan
Inbox or
system

6. Literature Review
2.1. Content
Management Systems
2.2. Web-Scale
Discovery
2.3. Institutional
sign in
2.4. Electronic
resources access and
linking
2.5. Gap analysis
and solution
2. Literature Review

7. Literature Review
A content management system eliminates the
needs for expensive customizations.
Breeding M. Smarter libraries through technology: strategies for creating a
unified web presence. Smart Libraries Newsletter. 2016;36(11):1-2.
Lown C, Sierra T, Boyer J. How Users Search the Library from a Single
Search Box. 2013. 2013;74(3):15.
NC State University search box presented results in
the website saw an increase in the use services.

8. Literature Review
Publishers supporting SAML can restrict access to offenders
without blocking the entire institution’s network unlike IP
restriction but a gradual transition with proxy and SAML
running in parallel is required.
Kraft M. RA21 Considerations for Medical Libraries. Journal of Electronic
Resources in Medical Libraries. 2019:1-6.
The knowledge base acting as a central registry of an
institution’s e-holdings can then be referenced by the link
resolver, discovery service and authentication system.
Wilson K. The Knowledge Base at the Center of the Universe. Library
Technology Reports. 2016;52(6):1-35.

9. Method
Design Science Research Methodology
Design Thinking
Identify problem
and motivate
Show importance
Define solution
objectives
What would a better
artefact accomplish?
Design and
development
Artefact
Demonstration
Use artefact to solve
problem
Evaluation
Observe efficiency
and effectiveness
Communication
Scholarly
publications
Empathize
Define
Ideate Prototype Test
SystemsThinking
Purpose
Elements
Interconnections
Optimization
Productionization
Iterative

10. Unified services Resource provider
Resources links
Link
resolver
Resource
links
Full text
Personalize
Search
Results
Institutional
sign in
Global Knowledgebase
A to Z browse
Discovery
Register
Discovery
Global
knowledgebase
Link resolver Institutional sign in
Application programming interface (API)
Personalize Web feeds*
Link to
resource
Sign in
Inter library
loan
Search
Results
Unified Services Model

11. Literature Review | Gap analysis and solution
Services EBSCO Stacks RemoteXs BiblioCommons Libguides CMS
1. Content Management System: Cloud based CMS built on technologies with Open Source Community.
Yes Yes Yes No
2. Web-Scale Discovery: Results from discovery appear in CMS with associated functionality.
Yes No No No
3. Global knowledgebase: A to Z list in CMS auto generated from global KB.
No No No No
4. Document Delivery: ILL form in CMS with fields pre-populated when metadata found in the URL
No No No No
5. Link resolver: Links to holdings for selected resource in CMS
No No No No
6. Institutional sign in: Register, login, and reset user using form in CMS for single sign on across resource providers
No Yes No No
7. User personalization: User specific dashboard after sign in

12. Evaluation | CMS frontpage with search box, sign in form and resource links

13. Evaluation | CMS view on an iPad emulated using Google Chrome

14. Evaluation | CMS view on GalaxyS5 emulated using Google Chrome

15. Evaluation | OpenAthens registration page

16. Evaluation | OpenAthens Forgot Password screen

17. Evaluation | Discovery search results with limiter features in CMS

18. Evaluation | Link resolver integrated into CMS

19. Evaluation | Interlibrary loan link based on openURL in link resolver

20. Evaluation | Interlibrary loan form pre-filled with metadata from URL

21. Evaluation | A to Z list auto generated using global knowledge base

22. Evaluation | Summary
Services Unified Institutional Knowledge Services
1. Content Management System Yes: Figure 6, Figure 7
2. Web-Scale Discovery Yes: Figure 12
3. Global knowledgebase Yes – unified: Figure 16
4. Document Delivery Yes – unified: Figure 14
5. Link resolver Yes – unified: Figure 13
6. Institutional sign in Yes – unified: Figure 4, Figure 8, Figure 9
7. User personalization Yes: Figure 10, Figure 11

23. Results
Next Steps
Using a purely technical strategy the proof of
concept prototype of the architecture demonstrated
validity and utility of the artefact.
A naturalistic evaluation involving social aspects
based on the Human Risk & Effectiveness strategy
is recommended for further evaluation of this
architecture.

24. Research
evidence
Clinical
expertise
Patient
values
EBP
Journals
Databases
Books
Clinical Decision Support References
Other health resources
Drug Resources
Healthcare Practitioners
General practitioners Nurses
Dentistsmedical researchers
Pharmacists psychologists
Content
Web Scale Discovery
Healthcare Practitioners
General practitioners Nurses
Dentistsmedical researchers
Pharmacists psychologists
search
Index of aggregated
content
Content
Databases
Journals
Books
ClinicalDecision
SupportReferences
DrugResources
Results list, linking and
filtering
Otherhealth
resources
Miranda, A. and S.J. Miah, Design and Evaluation of a Contextual Model for Information Retrieval From Web-Scale Discovery Services to Improve Evidence-Based Practice by Health Care Practitioners: Mixed Methods Study. J Med Internet Res, 2019. 21(8):
p. e12621, https://www.jmir.org/2019/8/e12621/
Context | Medical Perspective (Evidence Based Practice)

25. Sense-making
Information Search
Evolutionary
adaptation/
Foraging
Information Seeking
Information Need
Problematic Situation
Task
2. Human
Condition
1. Context 3. Information Behaviours
Problem
Information Use
Taylor, R.S., Question-Negotiation and Information Seeking in Libraries. 2015, 2015. 76(3): p. 17.
Cole, C., A theory of information need for information retrieval that connects information to knowledge. Journal of the
American Society for Information Science & Technology, 2011. 62(7): p. 1216-1231.
Framework | Theory of information need

26. Evidence-based clinical information
(Content aggregation)
Books Journals Databases
CDSS
Reference
Other
resources
(Information retrieval)
Health care Practitioners
Patient care Clinical research Knowledge gaps
Discovery (WSD)
Focusing
Prefocus
Breadth of ContentPostfocus
Web Scale Discovery
Index of aggregated
content
Results list, linking and
filtering
Request
Response
CONTEXT
Web Scale Discovery
Index of aggregated
content
Results list, linking and
filtering
Request
Response
IMPROVE
1. Define user context
2. Adopt group context
3. Prioritise resources
4. Reduce noise
5. Medical relevance
Miranda, A. and S.J. Miah, Design and Evaluation of a Contextual Model for Information Retrieval From Web-Scale Discovery
Services to Improve Evidence-Based Practice by Health Care Practitioners: Mixed Methods Study. J Med Internet Res, 2019.
21(8): p. e12621, https://www.jmir.org/2019/8/e12621/

27. Postfocus
Prefocus
Discovery (WSD)
Focusing Group
Context
User
Context
Institutional
Context
Miranda, A. and S.J. Miah, Design and Evaluation of a Contextual Model for Information Retrieval From Web-Scale Discovery Services to Improve Evidence-Based Practice by Health Care Practitioners: Mixed Methods Study. J Med Internet Res, 2019. 21(8):
p. e12621, https://www.jmir.org/2019/8/e12621/
Context | Discovery Service

28. Group Template
Data Store
User Preference
Data Store
OR
Borrow
template
Borrow
preferences
Adjust borrowed
template
CONTEXT
Web Scale Discovery
Index of aggregated
content
Results list, linking and
filtering
Request
Response
Query + Context
Define templates
Focusing:
focus formulates
Post-focus:
Information
need frame is
fully formed
Pre-focus:
User borrows a frame
Miranda, A. and S.J. Miah, Design and Evaluation of a Contextual Model for Information Retrieval From Web-Scale Discovery Services to Improve Evidence-Based Practice by Health Care Practitioners: Mixed Methods Study. J Med Internet Res, 2019. 21(8):
p. e12621, https://www.jmir.org/2019/8/e12621/
Journals
Databases
Books
Clinical Decision Support References
Other health resources
Drug Resources
Healthcare Practitioners
General practitioners Nurses
Dentistsmedical researchers
Pharmacists psychologists
Content
Context | Model

29. Miranda, A. and S.J. Miah, Design and Evaluation of a Contextual Model for Information Retrieval From Web-Scale Discovery Services to Improve Evidence-Based
Practice by Health Care Practitioners: Mixed Methods Study. J Med Internet Res, 2019. 21(8): p. e12621, https://www.jmir.org/2019/8/e12621/Context | Mixed Method

30. User-oriented
information retrieval
Institutional
knowledge
services
Towards
knowledge
formulation
Context Aware & Unified
( )
Context Aware Unified Institutional Knowledge Services

31. Case Studies | In-depth Interviews
Medical Institute
Medical Centre
University – Medical School

32. Theoretical Framework | Qualitative Analysis
Fitness-Utility
Usefulness
UsefulToo useful? Promotes Modification, Quality, Consistency,
Motivation, Diversity, Diffusion, Longevity
Code #11: Interesting
Code #12: Embedded in
Design System
Code #13: Elegant
Code #10: Novel
Code #7: Decomposable
Code #8: Malleable
Code #9: Open
Code #3: Built
on knowledge
services
foundation
Code #5: Grow
resource
awareness
Code #4:
Accessible
anywhere from
any device
Code #6:
Prioritize
resources
Information
Need
Code #1: Serve
diverse clinicians
Code #2: Consider
Individual
preferences
2. Human
Condition
1. Context 3. Information Behaviours

33. Personalization | My Account

34. Personalization | Saved Results

35. Prototype | Borrow
Group Context or
Individual Preferences

36. Prototype | Context
based information

37. Prototype | Adjust
Context

38. Prototype | Context
Aware Results

39. Questions?
More Information?