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Summon Holy Grail or leaky cup? The Holy Grail Improve the research experience Simplicity (or, hidden complexity) Complete integration of print and electronic.

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Presentation on theme: "Summon Holy Grail or leaky cup? The Holy Grail Improve the research experience Simplicity (or, hidden complexity) Complete integration of print and electronic."— Presentation transcript:


2 Summon Holy Grail or leaky cup?

3 The Holy Grail Improve the research experience Simplicity (or, hidden complexity) Complete integration of print and electronic Easy to learn ( + instruct!) Easy access to article-level resources Easy to authenticate Remove barriers between libraries & users Compete more effectively with Google Promote the use of quality-assured information Returning the researcher to the library (Library Journal webcasts) Meet expectations / stay relevant Return on investment

4 An unholy mess? Library Catalogue Federated search Vertical search A&I, FT



7 Summon – what is it? Web-scale discovery (unified discovery) Google-like (speed, convenience, practices & presentation) Sounds like WorldCat but… Looks like vertical search but… Single search box access to full breadth of collection Centralised index of pre-harvested content Built with entirely new technology Based on extensive end-user studies Developed with libraries and content providers Promises to be a great leap forward Simple idea Google model What took so long?

8 Summon – whos involved? Serials Solutions Head start (content & functionality): Discovery & management services KnowledgeWorks, 360, Ulrichs, RefWorks, COS, AquaBrowser, WebFeat ProQuest CSA, UMI, Chadwyck-Healey, Dialog, SIRS, eLibrary Experience hosting systems Relationships with content providers Development team & process Team – Microsoft, IEEE, VuFind, Google, MediaLab Agile development Speed & quality began development Autumn launched worldwide beta testing in January Liverpool: baby steps to beta in 8 weeks > open beta within 8 weeks > live service? Responsiveness to feedback Weekly updates

9 Summon – how does it work?

10 The Unified Search Index Pre-indexes everything local data taken into Summon index methods: FTP, OAI, USB, etc. formats: XML (EAD), HTML, PDF, delimited ASCII, MARC, etc. importance of good data Data normalised to Summon schema Relevance ranking of books and articles together Search architecture Apache Solr Powerful extension of Lucene Advanced full-text search capabilities Optimised for high volume web traffic Standards based open interfaces Scalability – other search servers Flexible and adaptable Extensible plugin architecture Support for dynamic faceted browsing and filtering

11 Summon – how does it work? Ingesting local content e-Resources entitlements Client centre / SFX holdings export Bibliographic data FTP > MARCXML > mapped to Summon schema local Summon server - daily update feed check item status – API Archival data – M2M services (SRU, Z39.50, OAI-PMH) Institutional Repository – OAI-PMH Interface – Ajax, css Authentication – in front / behind? barrier to searching…90% drop-off in use …but Terms & Conditions A&I providers Summon

12 Summon – how does it work? The mega-index of content half a billion records 6,000+ publishers 50,000 + journal titles scores of scholarly publishers and university presses launched in January with ProQuest, Gale, Springer, Taylor & Francis and SAGE LexisNexis, Publishing Technology (IngentaConnect), ThomsonReuters (Web of Science), ABC-CLIO, IEEE, Emerald, Scitation, The Royal Society...and growing by the week MLA International Bibliography, Ingram Digital (MyiLibrary), PsycArticles and PsycCritiques, M.E. Sharpe, Knovel, IBIS, RMIT, Hart, Allen & Unwin Create a movement of publishers and aggregators Critical mass Discovery or obscurity?

13 Quick & simple

14 0 – 4.3 million in 2 seconds!

15 Advanced search

16 Results display

17 Results display - articles

18 Results display - books Item status check - incl. multiple copies

19 Results display - archives

20 Refining results Full-text filter Scholarship filter Mega-index

21 Refining results Extent of collections at a glance

22 Refining results – more options

23 Refining results – more facets

24 Saving & exporting




28 Other features Times cited Other significant resources Web of Science – others? usage-based recommendations / bX Recommender? Did you mean? suggestions British vs. American spelling differences Mobile app (for iPhone, Blackberry, Android, Palm or Windows Mobile) Auto download Full-text Open API pre-selected search targets in departmental web pages course management software modules

29 In summation Feedback Usage stats? Summon & informal mechanisms University – unanimous approval Library staff – curbing enthusiasm Performance Speed & simplicity - vast improvement Consistent results, clearly displayed Relevant results Book rankings / newspaper noise Simple, obvious starting point Still value native interfaces...for how long? Content, tailored indexes Summon has the superior search engine – more thorough? De-duplication Powerful results management

30 In summation Coverage Breadth and depth but... Effectively represent academic libraries in UK? US site: 99% of top 100 downloaded titles 100% of top 50 JSTOR titles 100% of their top 50 titles from OCLC databases Law, Science Direct (Ingenta metadata?), EBSCO Much more useful than federated search Content is critical...or what happens about unharvestable content Will federated search ever go away? Coverage Greater transparency of whats being searched how do I know whats there, from where?

31 In summation Access to full-text Summon / SFX interoperability Cannot use date to resolve (but ArticleLinker does) Newspaper articles SFX cannot link into CSA STM workaround - Scopus and Pubmed Arts and Social Sciences? Two-character first names (eg. Chinese name Li) SFX inserts full stops > searches for L.I. > search fails! Dead ends - dissertations and patents Neither SFX nor ArticleLinker seems to work – where next? Access to native interfaces Subject access still required? Summon Recommender? which resources the most / best results come from link to native interfaces

32 In summation Alternatives - none available but... EBSCO Discovery Service (by end of 2009?) Unified + federated search Scaled-up version of their existing search engine Demo? / facets? 7 times as many 3rd party content partners as any other discovery service subscription agent - established relationships with publishers aggregated full-text database products are larger than ProQuests less embargoed content Ex Libris – Primo Central Unified + federated search Content providers? Deep Web Technologies (fed & unified) Battle for supremacy


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