1. GET A BETTER CATALOG! NEXT-GENERATION DISCOVERY INTERFACES FOR LIBRARY OPACS Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding LibraryLinkNJ Webinar Feb 17, 2011

2. Abstract  Marshall Breeding, leading international expert on Integrated Library Systems (ILSs), will provide an overview of discovery interfaces, a new type of product that enhances the user experience of the OPAC. He will give an introduction to the products, sharing why they are needed and how they differ from--and often improve upon-- standard ILS online catalog modules. The presentation will outline some of the features and how they better meet the expectations of today’s library patrons. Mr. Breeding will also broadly describe how discovery interfaces integrate with ILSs and other components of a library's technical infrastructure. The session will include some live examples of the major products available. There will be time for Q&A with Mr. Breeding.

3. Library Technology Guides www.librarytechnology.org

4. From OPACs to local, social, and Web-scale discovery New models of Library Collection Discovery

5. Evolution of library collection discovery tools  Bound handwritten catalogs  Card Catalogs  Library online catalogs – OPACs  Next-Gen Catalogs / Discovery interfaces  Social Discovery  Web-scale discovery services  Comprehensive presentation layer services

6. Bound Catalog National Library of Colombia

7. Card Catalog National Library of Argentina

8. Card Catalog National and University Library, Slovenia

9. Card Catalog

10. University of Kansas Library

11. Online Card Catalog Salem International University

12. Computerized card catalog

13. Online Catalog Search: Search Results ILS Data

14. Web-based online catalog

15. Disjointed approach to information and service delivery  Silos Prevail  Books: Library OPAC (ILS module)  Articles: Aggregated content products, e-journal collections  OpenURL linking services  E-journal finding aids (Often managed by link resolver)  Subject guides (e.g. Springshare LibGuides)  Local digital collections ETDs, photos, rich media collections  Metasearch engines  All searched separately

16. Federated Search  Simultaneous search of library catalog and selected remote resources of electronic content  Based on live, dynamic queries cast to multiple targets  Limited result sets, slow performance  Search and retrieval protocols: Z39.50, XML gateways

17. Federated Search products  Ex Libris: MetaLib  WebFeat  Serials Solutions: 360 Search  Innovative Interfaces: Research Pro

18. Federated Search Search: Digital Collections ProQuest EBSCOhost … MLA Bibliography ABC-CLIO Search Results Real-time query and responses ILS Data

19. Modernized Interface  Single search box  Query tools  Did you mean  Type-ahead  Relevance ranked results  Faceted navigation  Enhanced visual displays  Cover art  Summaries, reviews,  Recommendation services

20. Legacy ILS Model / Extended Discovery ` API Layer LMS Consolidated index Search Engine Discovery Service Search: Digital Collections ProQuest EBSCOhost … JSTOR Other Resources

21. Benefits of APIs to Libraries  Extensibility  Interoperability  Allows the LMS to connect with other automation components  Create a matrix of interconnected systems rather than isolated silos with redundant data and functionality  LMS maturity means similar levels of functionality  LMS products increasingly differentiated by extent and quality of APIs and interoperability support

22. Discovery Products http://www.librarytechnology.org/discovery.pl

23. Decoupled from ILS

24. Discovery Interface Search: Digital Collections ProQuest EBSCOhost … MLA Bibliography ABC-CLIO Search Results Real-time query and responses ILS Data Local Index MetaSearch Engine

25. Endeca

26. AquaBrowser

30. LS2 PAC

32. VuFind VuFind: Villanova University

33. Differentiation in Discovery  Products increasingly specialized between public and academic libraries  Public libraries: emphasis on engagement with physical collection  Academic libraries: concern for discovery of heterogeneous material types, especially books + articles + digital objects

34. Discovery from Local to Web-scale  Initial products focused on technology  AquaBrowser, Endeca, Primo, Encore, VuFind  Mostly locally-installed software  Current phase focused on pre-populated indexes that aim to deliver Web-scale discovery  Summon (Serials Solutions)  WorldCat Local (OCLC)  EBSCO Discovery Service (EBSCO)  Primo Central  Encore with Article Integration

35. Web-scale Discovery Search: Digital Collections ProQuest EBSCOhost … MLA Bibliography ABC-CLIO Search Results Pre-built harvesting and indexing Consolidated Index ILS Data

36. State-wide Discovery Search: Digital Collections EBSCO ILS Data: Nashville Public … ILS Data: UTK ILS Data: Tinn-Share Search Results Pre-built harvesting and indexing Consolidated Index ILS Data Vanderbilt ILS Data Vanderbilt

37. Web-scale Search + Federated Search Search: Digital Collections ProQuest … MLA Bibliography ABC-CLIO Search Results Pre-built harvesting and indexing Consolidated Index ILS Data Fed Search Non- harvestable Resources Non- harvestable Resources Interim model to deal with resources not possible to harvest into consolidated index

38. Pre-populated discovery services  New-generation interface  Harvested local content  ILS metadata  Institutional repositories, ETDs, Digital Collection platforms  Vendor-supplied indexes of library content  E-journals, databases, e-books Full-text and metadata corresponding to e-content subscriptions  Book collections beyond local library collections

39. Web-scale search Competitors  Serials Solutions  Summon  EBSCO Publishing  EBSCO Discovery Service  Ex Libris  Primo Central  OCLC  WorldCat Local

40. Summon

42. EBSCO Discovery Service

43. Primo / Primo Central

45. Encore Synergy

46. Search: Digital Collections ProQuest … Local Index ILS Data Web Services Local Index Results Remote Search Results EBSCOhost … MLA Bibliography ABC-CLIO

47. Encore Synergy

48. Social Discovery  Builds on modernized library catalog interfaces  Strong emphasis on Web 2.0 concepts  Users invited to contribute reviews, ratings, preferences, reading lists, etc.  User-supplied data becomes part of the discovery process  Users help each other to find interesting library materials  Example: Leverage use data for a recommendation service of scholarly content based on link resolver data: Ex Libris bX service

49. Social Discovery Search: Digital Collections Web site data … User Contributed Content Search Results Local Index ILS Data

50. BiblioCommons

55. SoPAC

58. Comprehensive User Services Portal  Discovery + Managed User Services  New line of products that provide a presentation layer that replaces the entire functionality of the Web site in addition to providing discovery services  Current products mostly in Europe  Axiell – Arena  Infor – Iguana

59. Comprehensive User Portal  Full replacement for Web-based online catalog  Content management for Web site content  Full suite of Web 2.0 modules  Library-specific functionality widgets  Library hours, locations  Library News  Blogs  Recently acquired materials, featured content  All created through management console

60. Axiell  5th largest library automation vendor worldwide  Serves: Sweden, Denmark, Finland, United Kingdom  Purchased DS  Consolidated company – acquired most of the major automation systems that serve those countries  Arena began as a collaboration with DS prior to acquisition

61. Axiell Arena

64. Infor  Corporate descendant of Geac  Geac acquired by Golden Gate Capitol in 2006  Infor Library Systems a small business unit within Infor  ILS: Vubis > Vubis Smart > V-smart  Recent development of Iguana as presentation layer

65. Infor Iguana

68. Delivering library services to mobile devices  Increased expectation for access to services through mobile  Library services:  Mobile web  Apps  Transmit library notices through SMS  Carefully select functionality appropriate for mobile

69. Tablet computing  Tablet computers have been around for a while, but the introduction of Apple’s iPad increases popularity  High-quality device for content consumption  Access to library services and content http://www.csmonitor.com/Science/2010/0524/A-rundown-of-the-best-iPad-astronomy-apps

70. NCSU Mobile

71. Next-Gen Library Catalogs Marshall Breeding Neal-Schuman Publishers March 2010 Volume 1 of The Tech Set

72. Questions and discussion

73. Thanks!