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- 1. Configuring Discovery Tools • Questions to ask: – What’s under the hood? – What’s involved in setting it up? – What do I have to do to maintain it? • Answers depend upon your configuration and your vendor College Center for Library Automation
- 2. Configuring Discovery Tools Components of a Discovery Tool: • User Interface – The “front end” that the user searches and retrieves information College Center for Library Automation
- 3. Configuring Discovery Tools Components of a Discovery Tool: • ILS (Integrated Library System) – The system that manages your library’s physical holdings. College Center for Library Automation
- 4. Configuring Discovery Tools Components of a Discovery Tool: • Other Library-Related Data – Digital collections, institutional repositories, HaitiTrust, etc. College Center for Library Automation
- 5. Configuring Discovery Tools Components of a Discovery Tool: • Link Resolver – Software that is used to link article citations directly to their corresponding articles within authorized databases. Also contains a file of all journals an institution has access to via online databases and/or print collections. College Center for Library Automation
- 6. Configuring Discovery Tools Components of a Discovery Tool: • Discovery Tool Repository – A HUGE database of article records, eBook records, etc. that the vendor collects from: – Their own databases they manage (EBSCO, ProQuest) – Other databases that share their records (Gale, MedLine, ERIC, Springer) – Publishers College Center for Library Automation
- 7. Configuring Discovery Tools Discovery Tool User Interface ILS Other Records Records Link Resolver Vendor Repository (Article citations, eBook records, etc.) College Center for Library Automation
- 8. Configuring Discovery Tools So, what needs to be configured? • User Interface – This includes: • the front page of system • limiters to the initial search • facets to narrow the results • brief and full record display – Specialized search boxes or widgets. College Center for Library Automation
- 9. Configuring Discovery Tools • ILS and other databases – Need to have a mechanism to “publish” the records from your ILS and other sources into the discovery tool. • Usually provided by the vendor. • If the data is constantly changing, such as the data from the ILS, this needs to be done at frequent intervals. • Need to establish a way for the discovery tool to link back to the ILS for information regarding availability. College Center for Library Automation
- 10. Configuring Discovery Tools • Vendor Repository – Cannot control the data itself. (i.e., if there is a citation that is incorrect, that must be changed by the vendor and/or with the source that the vendor obtained the record.) – Can control which citation collections are accessed when a search is performed. In some cases, more is better. College Center for Library Automation
- 11. Configuring Discovery Tools • Link Resolver – Crucial piece that allows the discovery tool to work. – The knowledgebase file of the link resolver is used to determine which citations to display and whether a full-text article is available. – It also links the citation to the article within a subscription database. – It is imperative that the link resolver data is accurate and is configured correctly. College Center for Library Automation
- 12. Contact Information Dave Whisenant Library Services Consultant College Center for Library Automation email: dwhisenant@cclaflorida.org twitter: dawhisenant Phone: 850-922-6044 College Center for Library Automation
Editor's Notes
- Downloading EBooksDownloading eBooks from the EBSCOhost platform is now available. CCLA acquired the Adobe Content Server through the statewide contract with EBSCO. The statewide eBooks acquired by CCLA allow perpetual access to the eBooks. All colleges now have the ability to checkout and download EBSCO eBooks whether they are from the statewide collection or purchased from EBSCO by the college. (Note: Not all eBooks in LINCC are hosted by EBSCO and therefore, may not be downloadable. Not all EBSCO eBooks can be downloaded.) For the statewide collection of EBSCO eBooks, each user can check out three eBooks at a time. There is a maximum checkout duration of seven days. Users can choose a checkout period from 1-7 days when they check out an eBook.A recorded webinar on how to download the EBSCO ebooks is available on the LINCCLearn page. You have a flyer in your packet that gives more information about the self-paced learning available.Content ManagerEBSCO has released their new Content Manager module for ebooks. Wehave some information (each site’s login, and the URL) that we can give you if you ask the Service Desk.Default loan period is 7 days. Can’t set by collection or title, it’s one setting for all. For statewide ebooks (that came into EBSCO through the NetLibrary purchase), we are trying to separate those statistics. We can give a count of the number of copies for each title, though for most it is one.Patron Driven AcquisitionsPDA provides for the purchase of eBooks based on user interest. It works only with the Primo software version of LINCCWeb. The process is currently configured for only for ebrary. Please let CCLA know if you are interested in utilizing PDA for other eBook vendors. In the present configuration for ebrary, the library predetermines which ebrary eBooks are eligible for PDA, based on local collection development practices. Then CCLA loads the records from ebrary into the catalog for the collection specified by your college. If specified criteria (number of clicks, time viewed, etc.) are met, that eBook is automatically purchased and becomes a permanent part of your library’s local eBook collection. The library is billed for the eBook directly from the vendor.If you would like more detail, there is a recorded webinar on Patron Driven Acquisitions available from the LINCCLearn site.
- eResource UpdateGroup LicensingCCLA now provides access to over 550 separate eResource links in the college catalogs / LINCCWeb. The 2012 Group Licensing process completed with 25 colleges participating on 144 products from 25 separate vendors. The total spend for the group was a 42% increase over the 2011 process. There was a strong interest in Nursing products specifically this year. More colleges added video content as well. We expect to have some form of group licensing for 2013 licenses, but of course the specifics are yet to be worked out. SageAt the direction of the CCLA Advisory Board, CCLA joined the final two years of an existing FCLA license for SAGE’s Premium Collection of ejournals, which are now available to all colleges. Much like we joined FCLA’s Springer license last year, we were able to persuade SAGE to let the colleges onto the existing university license at a very low cost. Like the Springer platform, a basic search in SAGE may produce some results to which the colleges do not have access. To limit results to what you have access to, click the Advanced search tab and select “SAGE journals available to me” and pub year >1999.CCLA and FCLA are already working closely together on these ejournal packages but also on the various legislative mandates that have preceded the new organization (FLA-Pass, definition of Core resources, response to NFAIS survey…)Database TrialsIf you are talking to a vendor and they are interested in giving a trial, make sure they know the trail will be available to all colleges. CCLA is unable to do trials for individual colleges. Ask the vendor to call Scott Schmucker and he will work with them on setting it up.There are currently several trails available. If you haven’t looked at the Trials page, it is under Library Staff Resources. https://staff.lincc.net/s/db_trials.asp
- Two new features will be added to our login process; a “Forgot your Password” feature that allows users to re-set password, and a “ Remember Me” feature that users can use to enable an auto login on their personal computer. This new functionality will be available later in the Spring. Forgot your Password functionality: A series of Password assistance screens will walk the user though the process of logging in:User enters words in captcha security boxSelects college and enters borrower IDVerifies email for sending new passwordVerifies college and borrower IDNew password is sent Remember Me: A checkbox will be added to the existing login screenThe checkbox will only appear if an auto login cookie is not already stored on the PC. After the box is checked, a warning about setting this up on a public PC will display - user will verify that it’s not a public PC.CCLA will set a cookie on the PC that will expire in 2 years.Once the cookie is set, the user will not be required to login with their user ID and password is forgotten and also stay signed in (“remember me”) if desired.
- Password assistance screens
- An email is sent to the user with new password.
- User can now send a text message with brief bib info of an item.Perform a search in LINCCWebFrom the search results screen, click the “Details” tab for your desired itemClick the “Send to” tab on the right side of the screen, then select “Send text message” from the dropdown menuSelect your desired library, and provide your cell phone number and carrier Please note that this new feature is limited to physical library items only (i.e., those items with a call number), and is available only in the Primo software version of LINCCWeb. Also, while there is no charge to use this feature, standard messaging rates may apply, depending on the carrier and the subscriber’s plan.The LINCCWeb text messaging function allows library patrons to send a SMS (Text Message) containing the title, author and call number of a library item to their mobile phone. Although most SMS messages sent from LINCCWeb are delivered quickly, time to delivery can vary depending on several factors including the amount of traffic on the cellular network being used, and is beyond the control of CCLA. While the LINCCWeb SMS service is a free product for all users, your mobile service provider’s standard rate for receiving text (SMS) messages may apply. The new functionality will be available in April.
- Change is coming to display of Collections on brief results screen.Currently display indicates book in Ref and more locations. User must click to get details
- Soon, other will display on the brief results page.
- We now offer an option for schools who want to include a link to “Library items only” in the drop down menu. Libraries can also specify a preferred name for the option and whether to have it as the default option.This allows users to search everything that is in the OPAC. We have recently included eJournals in this.
- Lots of legislative attention focused on academic support issues (libraries, distance learning, etc.) over the past few years. Two separate groups chartered to address these issues.
- Task Force was initially charged with development of a broad vision and strategic plan, but the charge was expanded when the Legislature called for a plan to consolidate CCLA and FCLA.
- Workgroup’s report recommended the creation of a new distance learning organization, and suggested consolidation with the new unified library services organization as a possible long-term strategy.
- The Legislature’s ultimate response to these reports was HB 5201. Rather than create two separate organizations with the potential for an eventual merger, the mandate is for the creation of a single organization from the start.
- List of library-related services very broad, similar to those currently provided by CCLA and FCLA.Degree Completion Pilot Project will initially be led by UWF (along with USF, FSCJ, and St. Pete College), and will be transferred to FVC for administration in June 2013.
- Chancellors have chosen to handle the initial consolidation (with the exception of a few major issues with organization-wide impact) on two separate tracks:CCLA and FCLA (Unified Library Services)FDLC and FCAASChancellors have ultimate oversight, and will make all final decisions.
- Transition Team has begun meeting regularly.CCLA and FCLA Advisory Boards held joint meeting March 29-30 in Orlando. Discussion topics included:Update from Vice Chancellors on legislation and actions taken by the ChancellorsOverview of transition planning effortMembers Council (advisory group) establishment (brainstorming about formation of council, possible committee structure, and bylaws)FLA presentation: Will include (or included, depending on date this presentation is given) updates from CCLA and FCLA staff, Task Force Co-chairs (Debbie Robinson and Shirley Hallblade), and Interim Director Jane Hayes.Ongoing CCLA/FCLA Meetings: Since fall 2011, the two organizations have been participating in joint meetings and informational sessions in preparation for the upcoming transition. Senior leadership from both organizations meet weekly.Other staff members hold subject-specific meetings. Topics thus far include ILL, technology, help desk models, and the LMS.Ongoing subcommittee cross-participation: Members of CCLA and FCLA advisory subcommittees are now participating in each other’s meetings. While we don’t know what the committee structure for the new organization will ultimately look like, this is a good first step towards collaboration on many issues.
- The Interim Director has made it very clear that her top priority is a smooth transition. She is committed to maintaining the continuity of the services that your libraries currently receive from CCLA and FCLA. She will make all decisions and recommendations with that ultimate goal in mind. She has also expressed a commitment to keeping users as informed as possible throughout the process.Bottom line: Yes, there will be a new organization. But all parties involved in the transition are committed to keeping things as consistent as possible for you, and keeping you well informed about any changes that will affect you.Many of the changes—especially at first—will take place behind the scenes (short-term priorities are CI, budget, HQ location).
- Many questions that can’t be answered at this time, but you’re free to ask…
- Locate Configuration tables have been changed to improve the way titles are located for ILL requests. When a student requests a title, it is not an item level request – they are requesting the title, not the specific item they clicked on. Previously, the parameters used to locate the titles at the potential suppliers matched on Title keyword. Now there is a hierarchy of matching parameters used – ISBN, title, publisher, and other criteria are taken into consideration.
- What is the project?The two Aleph ILL systems will be able to trade ISO ILL messages. The number of suppliers available to fill a request will be expanded to include both college and universities. When a college student places a request in the LINCC catalog, the potential suppliers will include university libraries. A college student will not be able to place a request for a university item directly in the university catalog. This may be a future phase of the project when there is a joint discovery tool. From the user point of view, it will be seamless. The user may receive the item from a college library or a university library, but the process is the same.Why now?The universities are now using Aleph ILL, which enables us to trade messages. How is shared ILL configured? All college ILL units must be added to each university ILL Unit and all university ILL Units must be added to each college ILL Unit. Configuration tables were edited to conform more closely with university table set up. Testing was done in Jan / Feb on test servers. Messages were sent between Brevard and USF. This was a proof of concept – it seems to work as expected. The remaining work of the project is a lot of set up in the supplier list. This has been put temporarily on hold until progress is made on other aspects of the project. What about Shared GuidelinesThe LINCC Libraries have resources sharing guidelines. The universities have their own set of resource sharing guidelines. When the universities and colleges are trading materials through aleph ill, it will be necessary to have one set of joint guidelines.A CCLA Access Services Committee meeting was held in February. Our guests were Troy Christiansen, who is the head of the university Access Committee, an Wendy Ellis and Jennifer Kuntz from FCLA. At that meeting, we reviewed the college and university resource sharing guidelines as well as some others, such as the ILL Code and the FLIN Guidelines. We decided to put forth a recommendation that a joint task force be created consisting of College and university representatives to create Guidelines for this shared ILL functionality. This joint task force would fall under the new Member’s council for the new organization, so it is temporarily on hold until that council gets some processes in place. What’s next?The technical aspects are temporarily on hold until the University Shared bib project iscomplete. This will free up resources to work on ILL. There is also no reason to do a lot of set up in the current environment and then having to do the setup all over again when the shared bib is implemented.However, work on Shared Guidelines can continue when a Resource Sharing Task Force is appointed.