The document discusses the implementation of discovery tools at two Historically Black Colleges and Universities (HBCUs): North Carolina A&T State University and Fort Valley State University. It describes the selection process used at each university, including forming committees, researching options, developing evaluation matrices, and vendor demonstrations. Each university then discusses lessons learned during implementation, including understanding library needs, ongoing resource analysis, and customizing the tools.

1. DISCOVERY TOOLS: THE TALES OF IMPLEMENTATION AT TWO HBCUs Netta CoxSerials Librarian, North Carolina A&T State UniversityIyanna SimsSystems Librarian, North Carolina A&T State UniversityShaundra WalkerHead of Reference, Fort Valley State University ALA Annual Conference  Saturday, June 25, 2011

3. Single Point of Entry

4. Pre-harvested

5. Centralized Index

6. Vendor neutral

7. Relevancy

8. Robust Features

9. CustomizableSource: Definition synthesized from the literature. See bibliography.

10. Discovery Tool options EBSCO Discovery Service Encore Synergy Primo Summon WorldCat Local Blacklight LibraryFind Scriblio SOPAC VuFind Proprietary Open Source Source: Discovery tool options synthesized from the literature. See bibliography.

11. Commonalities Single point of entry for all library information Enriched web interface Faceted navigation Simple keyword search Relevancy Source: Discovery tool options synthesized from the literature. See bibliography.

12. Brainstorming… What should I consider when choosing and implementing a discovery tool?

13. North Carolina A&T State university HBCU, Public Land-Grant Institution Enrollment: 10,000 Library Staff: 50 Library Collection: Over 700,000 volumes of print and audiovisual materials Over 150,000 electronic books Over 160,000 print and electronic journals and serials Approximately 300 databases

14. Motivation Rich collection of print and audiovisual resources Expeditious growth of electronic resources Digitized archival material and developing an Institutional Repository Desire to meet user expectations Federated Search Funding

15. The process Formed a committee Representation from each department – Public Service, Technical Service, and Systems Researched commercial and open-source platforms Developed an evaluation matrix Vendor visits Discussed pros and cons in relation to library environment

16. The matrix

17. The realities No perfect solution Functionality Coverage Timeline Realistic Flexible Bells and whistles may come with a cost

18. Going forward Complete configuration process Internal testing Train Staff Revise instruction curriculum Integration Harvest IR data Increased visibility and usage of resources Embrace the platform as a living organism

19. Lessons Learned Understand your library needs and wants Have questions for vendors and ask for demonstration of live instances of platform Make no assumptions Resource Analysis Network with other libraries

20. About FVSU Founded in 1895 1890 Land Grant Institution One of Three Public HBCU’s in Georgia Member of the 35-Member University System of Georgia (USG)Consortium Enrollment of 3400 One of the fastest growing schools in the USG system

21. About FVSU Libraries Three Branches Main Library (Hunt) Curriculum Materials Center Warner Robins Center (Graduate and Adult Education) Print Collections 150,000+ Volumes 600 Active Print Serials Titles Small AV Collection Electronic Resources Over 100 Databases (mostly shared via GALILEO) Ebooks (NetLibrary, Ebrary, IEEE) Moving Print Serials to Electronic Serials

22. The Consortia Challenge Participant in GALILEO Public, private, K-12, technical and college and university members Shared platform, varied resources Cost-sharing for electronic resource purchasing Shared Proxy Server and OpenURL Link Resolver Member of the GALILEO Interconnected Libraries (GIL) ExLibris Voyager ILS Union Catalog Reciprocal Book Borrowing Service (GIL Express)

23. Motivation Influx of New Resources Better Return on Investment Frustration with Federated Searching Information Literacy Challenges Multiple, Changing Platforms Puzzled Students The “50 Minute” Session

24. Needs/Desires High Coverage of Scholarly Resources Easy Updates Simple Interface Extendibility Affordability and Sustainability

25. The Selection Process Evaluated Three Major Tools Vendor Presentations Coverage Analysis Selected Final Tool

26. Implementation Started in January 2011 Three Phases Adding E-Resources to the Client Center Exporting MARC Records from the catalog Setting Up Nightly Cron Job Testing, Testing, Testing!

27. Soft Launch March 2011 Added Search Box to Homepage Introduced in ENG 1101 and ENG 1102 Response Overwhelmingly positive, professors and students More time spent on searching than teaching in information literacy sessions

28. Lessons Learned Managing Electronic Resources Need for new workflows Impact on Instruction Customizing the OpenURLLink Resolver page Teaching the importance of good search statements Impact on Collection Development Purchasing more electronic resources Availability in Summon

29. Looking Ahead Information Literacy Focus on 1000 and 2000 level courses Revised Information Literacy Tutorial E-Resources Moving Print Serial Subscriptions to Electronic Considering MARC Record Updates for Electronic Journals Considering adding MARC Records for non-indexed collections Considering MARC Records for E-book Collections Considering More E-Books Open Access Collections Adding Institutional Repositories

30. Ways We’ve Used Summon LibGuides Added to Search Drop Down Box along with other search types (catalog, Ask-A-Librarian, e-journals, etc.) Created search boxes for specific collections (i.e. videos, special collections, etc.) LibAnswers Embedded search boxes in Ask-A-Librarian answers BlackBoard Created learning objects

31. Demonstration

32. Q&A Discussion

33. Resources Grand Valley State University Library Labs http://gvsulib.com/labs/custom_summon/ Helpful tool for creating Summon search boxes LibGuides Summon Resources http://help.springshare.com/content.php?pid=90986&sid=1053606#3190055 More help for creating Summon search boxes Summon API http://api.summon.serialssolutions.com/help/api/ Summon Community Wiki http://community.summon.serialssolutions.com/index.php/Main_Page Another great resource for Summon users

34. Bibliography Vaughan, J. (2011). Chapter 1: Web Scale Discovery What and Why?. Library Technology Reports, 47(1), 5-11. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 2: OCLC WorldCat Local. Library Technology Reports, 47(1), 12-21. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 3: Serials Solutions Summon. Library Technology Reports, 47(1), 22-29. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 4: Ebsco Discovery Services. Library Technology Reports, 47(1), 30-38. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 5: Ex Libris Primo Central. Library Technology Reports, 47(1), 39-47. Retrieved from EBSCOhost.

35. Bibliography Vaughan, J. (2011). Chapter 6: Differentiators and A Final Note. Library Technology Reports, 47(1), 48-53. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 7: Questions to Consider. Library Technology Reports, 47(1), 54-59. Retrieved from EBSCOhost. Vaughan, J. (2011). Chapter 8: For More Information. Library Technology Reports, 47(1), 60-61. Retrieved from EBSCOhost. Way, D. (2010). The Impact of Web-scale Discovery on the Use of a Library Collection. Serials Review, 36(4), 214-220. doi:10.1016/j.serrev.2010.07.002 Yang, Sharon Q, Kurt Wagner, (2010) Evaluating and comparing discovery tools: how close are we towards next generation catalog?, Library Hi Tech, 28 (4), 690 – 709.