Catalog Transformed: From Traditional to Emerging Models of Use Andrew K. Pace NCSU Libraries Feb. 7, 2006

Classic Integrated System MARC Records item holdings serial holdings Patron Records circ transactions reserve records Acquisitions Records websites (856) e-books e-journals databases datasets WEBPAC Patron self- service Serials Control Records

Dis-integrated Library System websites (856) e-books e-journals databases alpha list of databases subject list of databases e-journal finder Serials Solutions TDNet web subject guides Licensing Files ILL Files Collection Management Files Helpdesk Files Statistical Files institutional repository Authentication & Authorization MyLibrary alert services SFX

The library system puzzle Catalog Serials A&I / FT DBs “Web”

Catalog Serials

licensing statistics subscript- ion info technical support remote access evaluative data PRESENTATION LAYER ADMINISTRATIVE METADATAADMINISTRATIVE METADATA E-MATRIXE-MATRIX ILSILS Other Databases: E-journal finder ETDs Instn’l Repository Etc. DATA HOOKS Website Catalog E-resources Alert Services Local DBs & Collections Digital Archives Data Repos- itories vendor data Evaluative Tools E-Matrix

Who is working on ERM? CARL / TLC – Gold Rush EBSCO Electronic Journal Service Elsevier / Endeavor – Meridian Ex Libris – Verde Innovative Interfaces – ERM module Serials Solutions – ERMS SirsiDynix – Serials Solutions Partnership TDNet – e-Resource Manager VTLS – VERIFY Vendors

What hath disintegration wrought? WebFeat Muse Global

The Online Catalog "Most integrated library systems, as they are currently configured and used, should be removed from public view." - Roy Tennant, CDL

What ILS Catalogs Do Well… (liberally stolen from Roy Tennant) Inventory control: What and where Known item searching

Any search other than known item Most Anything other than books (serials, e-resources, articles, digital objects) Logical groupings of results (e.g. FRBR) Faceted browsing Relevance ranking Sideways searching (suggestions, expansion of searches and search targets) What ILS Catalogs Don’t do Well… (liberally stolen from Roy Tennant, and augmented by me)

Endeca purchase decision Lots of topical searches and poor subject access –Keyword gives too many or too few results – leads to general distrust –Misunderstanding of authority headings No relevancy ranking of results Needed more responsiveness (speed)

Pursuit of Features Endeca, et al Speed Relevance Ranking Faceted Browsing True Browsing (LC) Spell-checking Automatic stemming “Did you mean…” Unicorn / Web2 As if… Last-in / First-out Authority index links Query required Dictionary lookup only No

Pre-Endeca Catalog Search 6 search tabs 14 radio buttons 1-4 drop down boxes

Endeca Catalog Search 3 search tabs No radio buttons 2 search boxes Keyword search default

10. Library of Congress Classification 9. Availability 1.Subject: Topic 2.Subject: Genre 3.Format 4.Library 5.Subject: Region 6.Subject: Era 7.Language 8.Author

NextGen Library Search Tools The Next Generation catalog: more than just a facelift –RedLightGreen (RLG) –OCLC Fictionfinder –Vivisimo clustered search –Aquabrowser visual context –Endeca Guided Navigation / Information Access Platform –Innovative Interfaces “OPAC Pro” and Encore –Ex Libris “Primo” –Polaris, AJAX-Enabled OPAC –SirsiDynix EPS, FAST, something “top secret” –Talis, et al  Web Services –OCLC Custom Worldcat –Georgia Pines, Koha, and the Library 2.0 Bandwagon NGC4LIB

The library system puzzle Catalog Serials A&I / FT DBs Web Digital Repositories ERM Systems Guided Navigation Legacy ILS Metasearch IR GS

The library system pile “Seams serve as perceptible boundaries that provide points of reference; without such boundaries readers get ‘lost at sea’ and don’t know were they are in relation to anything else; they can’t perceive either the extent of what they have or what they don’t have.” -Thomas Mann

Future Plans Ongoing tweaks: –Continued usability testing; more bling –Relevance ranking algorithms & spell correction thresholds –Additional browsing options Endeca 2.0 ideas –FRBR-ized display (using OCLC work identifier) –Natural language entry points –Patron-generated refinements (folksonomies?) –Enrich records with supplemental Web Services content – more usable TOCs, book reviews, etc. –The death of authority searching (not authority work!) –More integration with QuickSearch, other data repositories, and third-party discovery tools: pointing content outward –Using Endeca for more kinds of content