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Next Generation Discovery and Delivery at the University of California Terry Ryan Associate University Librarian for the UCLA Electronic Library

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Presentation on theme: "Next Generation Discovery and Delivery at the University of California Terry Ryan Associate University Librarian for the UCLA Electronic Library"— Presentation transcript:

1 Next Generation Discovery and Delivery at the University of California Terry Ryan Associate University Librarian for the UCLA Electronic Library March 19, 2007

2 University of California 2005 Call to Act The University of California Bibliographic Services Task Force Report

3 Overarching Principle We need to focus on What Users Want Rich pool of information Search simplicity Immediate satisfaction Quality results

4 Guiding Principles Provide user-centered search services Get users to the content Resuscitate metadata Work smarter/rationalize workflow and data flow Support continuous assessment & improvement Rethink system architecture to focus on services, not systems

5 University of California 2006 Explore Options for Action Top priority Next generation discovery/delivery Ideal Merge all discovery silos into single set of harvested metadata Phase 1 Reduce the number of silos and add next generation discovery features to each Key strategy Seek partnerships with strong players

6 Single Metadata Database For Maximum Flexibility and Control Multiple Tailored Views and Services Metadata Mound, with metadata for… Books and other catalog-ish materials Journal articles Digital objects Faculty research output Selected Internet resources

7 Phase 1: Fewer Silos With Next Generation Interfaces Multiple Tailored Views and Services Catalog and Catalog-like Journal Articles Digital ObjectsFaculty Research Output NG Interface

8 Next Generation Discovery/Delivery Goals Enable finding, not searching Teach systems, not users Wag the long tail Push out, mingle, mash together Empower users to collaborate Obsess about the user

9 Next Generation Discovery Strategies 1. Provide smart scholarly searching 2. Define collections in new ways 3. Unbundle discovery and delivery from library operations 4. Embed collections and services where the users are 5. Meet user needs and solve user problems, over and over again

10 1. Smart Scholarly Searching Navigate and manage large retrieval sets Intuitive interface, not simple searching Wring maximum value from metadata Recognize different use cases: broad overview, in-depth scholarly research, data mining, library operations Offer smart scoping choices, such as format, location, access rights

11 Web 2.0 Discovery Features with Some Scholarly Priorities Intuitive search entry Non-Roman input, retrieval, display, sort Query expansion and correction Spell check in non-English languages Logical result lists Faceted browsing by who, where, when, what User tagging and reviews Differentiate and give preference to scholarly input Social networking Collaborative research groups across campuses

12 2. Re-define Collections “Library collection” – selected material that you can have access to in a reasonable time Distinction between print and digital collections is blurring Significance of local ownership is declining Unique special collections more broadly available

13 New Models of Library Collection A – Think Broader Scholarly content that our users can easily access Access is based on credentials more than location Selection implies trust and curation more than ownership The larger the aggregation of content, the better the service

14 New Models of Library Collection B – Think Narrower Coherent collection organized to support research and learning Designed to meet the needs of a specialized group of scholars (discipline, class, research group) Themed collections and “boutique services” based on in-depth knowledge of the scholars The more targeted the collection, the better the service

15 3. Unbundle Discovery/Delivery From Library Operations Web Services Metadata Aggregates and Standalone For selected/ trusted/curated collections ONLY Library Management Functions Inventory Control of Physical Objects Location Circulation Holdings Update Status Changes etc Purchasing and Accounts Payable Acquisitions etc Billing and Accounts Receivable Fees & Fines etc Inventory Control of E-Resources ERM etc Metadata for Owned Physical Objects Marc records DC ONIX Minimal etc Metadata for Hosted Electronic Objects DC VRA etc Metadata for Selected External Resources OpenURL SFX Knowledge Base etc DiscoverLocateRequestDeliver GatherCreateShare User Services Library Catalog Metasearch Search engines Course Management Systems Institutional Portals Personal Browser Environments & Desktop Tools

16 Keys to Successful Unbundled Architecture Reliable and shared linking keys Finding the “sweet spot” of when to duplicate data and when to link into it Strong network/machine interfaces in all systems Light weight protocols and standards that are widely adopted New middleware, registries, and shared services, including authorization and identity management

17 4. Embed Services Where Users Are Service and collection packages that live in learning environments, Web sites, desktops, other applications Focus on adding value in the target environment When you brand, try to also make it a value- added service Let users re-package and re-use

18 Simple Examples of Embedded Services Syndication RSS feeds Reusable modular services Downloadable “Ask a Librarian” button Application to application interfaces Reserve request and processing within LMS Deep linking Persistent links for any item

19 5. Meet user needs and solve user problems, then do it again Our close and easy access to faculty and students is an enormous untapped asset. Find creative ways to really study user needs and systems which let you study behavior. Look for points of pain, problems, unmet needs. Know when to teach and when to listen, when to lead and when to follow. Do it, try it, assess it, and change it quickly.

20 Understanding Users and Uses Consider how to aggregate for service in the virtual world By campus organization By academic status (undergrad, grad, faculty) By discipline By specific field of study By use (quick answer, broad overview, in depth research) By individual Consider library staff as another user class

21 Some New Options for Discovery/ Delivery in Production LibraryFind cord/search cord/search Endeca-powered NCSU Catalog Aquabrowser-powered Queens Catalog

22 Some New Options for Discovery/ Delivery in Development eXtensible Catalog project III Encore ml ml ExLibris Primo

23 University of California 2007 Explore Partnership with OCLC Explore a University of California pilot version of Executive and Implementation Teams appointed Stay tuned for future reports

24 Final Words of To Live By, FWTW Care about outcomes, not processes Be flexible, opportunistic, nimble Don’t let the perfect be the enemy of the good

25 Questions and Comments?

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