1. Partnering to Improve Library Discovery Services: A Publisher’s Long-Term Commitment
Julie Zhu
IEEE Discovery Service Relations Manager NISO Forum on the Future of Discovery Services October 5th, 2015

2. Agenda IEEE Discovery Services Goals
Ongoing Discovery Services Initiatives -Architecture, routine, culture
Internal process improvements
Collaboration & Partnerships with DS Providers
Library Service & Support
Industry Activities
Auditing IEEE Content in Library Discovery Implementations
IEEE Future Plans for Discovery Services

3. About the IEEE A not-for-profit society
World’s largest technical membership association with over 415,000 members in 160 countries
Five core areas of activity
Publishing
Conferences
Standards
Membership
E-learning
IEEE’s Mission
IEEE's core purpose is to foster technological innovation and excellence for the benefit of humanity

4. Technology leaders rely on IEEE publications and tutorials
IEEE Journals & Magazines—Top-cited in the fields of electrical engineering and computing—174 in all.
IEEE Conference Proceedings—Cutting-edge papers presented at IEEE conferences globally.
IEEE Standards—Quality product and technology standards used by worldwide industries and companies to ensure safety, drive technology, and develop markets.
IEEE Educational Courses—Over 300 IEEE educational online learning courses, plus IEEE English for Engineering.
eBooks Collections— Three eBook collections now available, IEEE-Wiley eBooks Library, MIT Press eBooks Library and Morgan & Claypool eBooks
Eight New in 2015
Now 1,400+ Annual titles!
Smart Grid, NESC®, 802
More Courses, New Series
IEEE-Wiley, MIT Press and Morgan & Claypool

5. IEEE Among First 4 Publishers to be ODI Conformant
IEEE Xplore Collection
Coverage Start
Coverage End
Content Provided to DSP for Indexing
Content Provider Type
Content Provided to
IEEE Journals
1884
Present
Full text
Publisher
Available to all Discovery Service Providers
IEEE Conference Proceedings
1951
IEEE Standards
1949
IEEE Wiley eBooks
1974
Publisher / Aggregator
(IEEE) MIT Press eBooks
1943
Aggregator
(IEEE) Morgan & Claypool eBooks
2006

6. Challenges Indexing Searching and Ranking Linking
Missing IEEE content in discovery services
Discovery Services use and index records differently
Discovery services pull IEEE records from unfamiliar databases
IEEE provided metadata not indexed
Searching and Ranking
IEEE search ranking often lower than expected
Literal string search yielded zero results
Discovery search results different from Xplore search results using same subjects
Linking
Linking to full text sometimes not working
Knowledge base targets not up-to-date
Search results linked to multiple databases other than Xplore
Library discovery interfaces set up differently
Usage Tracking
Track-able traffic from discovery services to IEEE Xplore low
Lack of consistency of library URLs

7. Discovery Service Goals
Make IEEE content more discoverable in all library discovery services
Improve linking to full-text articles in IEEE Xplore
Troubleshoot library discovery services implementations
Conform to industry standards
Maximize IEEE content visibility and usage
Advocate IEEE interests in discovery services
Deepen relationships with libraries and DS providers

8. Discovery Services Data Flows
Standards
IEEE
DSP
Libraries
Users
IEEE Xplore
Create & Deliver Full Text Feeds
Repositories
CrossRef DB
Central Indexing
Select IEEE Collections
Select/Limit Search DBs
DOI Resolution
Abstract
Ranking
Prioritize
Ranking
Set Ranking Preference
Publisher DB
DOI
Configure DOI Linking
Select DOI Linking
Authentication: IP, UP, SSO
Linking Options
Direct
Configure Direct Linking
Select Direct Linking
Authenticated
OpenURL
Configure OpenURL Linking
Select OpenURL Linking
Login / Denial
Full Text
Link Resolver
Select IEEE Targets
Usage –
Un-track-able
Usage trackabe from discovery service
Create & Deliver
Title Lists
K Base

9. Architecture, Routine, Culture
Improve Internal Processes
Content Delivery
DOI Depositing
Metadata & Title Lists
Analyze Usage
Communication
Discovery Service Relations
Manager
Client Service Manager
Product Manager
Marketing Manager
Web Metrics Manager
Software Release Manager
Indexing &
Database Production Manager
Content Engineering Manager
Content Operations Managers
Participate in Industry Activities
ODI
KBART
D2D
Conferences
Serve Libraries
Troubleshoot
Guide
Identify
Site Visits
Survey
Audit
Workshops
Collaborate with DS Providers
Indexing
Linking
Searching
User Guides
Analyzing Usage

10. Improving Internal Processes
Re-delivered complete IEEE content (3.4 million records) to four discovery service providers to help filling in content gaps
Re-deposited 6,000+ missing DOIs for proceedings and standards
Released 31 KBART II compliant title lists
Cleaning up ISBNs and ISSNs for proceedings, standards and periodicals
Analyzing referrers and usages

11. KBART II Compliant Lists Released

12. Collaborating with Discovery Service Providers
EBSCO
Proquest
OCLC
Ex Libris
DS Provider Visit
Jan 2015
July 2015
2016
TBD
Monthly Meetings Y
Fill in Missing Content & Re-index
In Progress
Completed
Improve Linking and Knowledge Base Collections
Ongoing
Improving
Create/Update Reference Guides
Expanded
Created
Track Usage

13. Library Service & Support
Visit libraries in UK, New York and Seattle to learn more about the problems
Survey libraries and identify several thousand of our library customers with discovery services
Create a discovery service Salesforce dashboard
Audit several hundred library discovery implementations and find many miss significant chunks of IEEE content
Conduct 3 discovery service workshops in UK
Collaborate with libraries and DS providers for research

14. Research Paper on Content Gaps in Library Discovery Interfaces
IEEE Records In
Full Text Records
Conference Papers
Journal Papers
Standards
IEEE Xplore X
IEEE Syndication to DS Providers
IEEE Articles in Discovery Service Indexes
6 Libraries Using A
6 Libraries Using B
6 Libraries Using C
6 Libraries Using D
Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

15. Zhu & Kelley.. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

16. Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

17. Zhu & Kelley. “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

18. Zhu & Kelley “Collaborating to Reduce Content Gaps in Discovery: What Publishers, Discovery Service Providers, and Libraries Can Do to Close the Gaps.” Accepted to be published in the December 2015 issue of Science and Technology Libraries.

22. IEEE Future Plans for Discovery
Deepen relationships with discovery service providers
Develop Discovery Coverage Analysis Tools
Track Usage
Result Ranking
Internal initiatives
Metadata improvements
Content delivery
Deepen relationships with libraries
More systematic auditing, outreach workshops and webinars in more territories
Collaborative research projects

23. Discovery Service Relations Manager
Questions?
Contact:
Julie Zhu
Discovery Service Relations Manager
IEEE
501 Hoes Lane
Piscataway, NJ 08854