1. Our Road to Summon ECU Libraries: 2010-02-25 by Mark Custer

2. 1 Our Road to Summon™

3. … 2 Our Road to Summon

6. Summon Customers within ASERL: College of William and Mary Duke University East Carolina University North Carolina State University University of Miami Virginia Polytechnic Institute and State University

8. Local, general collections Licensed collections Librarian-approved, external collections Local, unique collections 4 Pillars of Content:

9. Ebsco Discovery Service Ex Libris Primo Central Serials Solutions Summon WorldCat Local 4 Viable Options:

10. For the remainder of this talk Part 1: Selection Part 2: Implementation Part 3: Post-launch / 6 months down the road

11. Selection Milestones December 17, 2009Organizational meeting January 7, 2010Kickoff meeting (recurred weekly thereafter, on Fridays) February 15, 2010Serials Solutions Summon demo February 17, 2010Ebsco Discovery Services demo February 19, 2010Visit to NCSU February 24, 2010Ex Libris Primo Central demo March 12, 2010Started an EDS trial May 3, 2010Competitive test of Summon and Primo May 10, 2010Competitive test of EDS and WCL May 17, 2010Ranking meeting (treating products like employee candidates) May 25, 2010Presentation of Final Report

15. Discovery Tool Task Force Update and Preview of our Final Report Patrick Carr | Nick Crimi | Mark Custer | Beth Ketterman | Nara Newcomer | Johnnie Swindell | Michael Tucker | Beth Winstead ECU Libraries May 25, 2010 2 – 3 PM

16. Recommendation Inclusion of article content 10 Inclusion of local holdings 10 Inclusion of other local content (scholarship, digital collections, etc) 5 Inclusion of remote content 5 Ability to refine results 10 Relevancy ranking 10 Speed 5 Remote access 5 Ease of use 10 Advanced search options 5 Future cost (staff time) 5 Implementation time 10 Ability to create additional portals (database specific) 5 Local customization capabilities 5 Customer base / company reputation 5 Other strengths 10 SymphonySummonWorldCatEbsco DSPrimoWeight

17. Recommendation Inclusion of article content 0848610 Inclusion of local holdings 109599 Inclusion of other local content (scholarship, digital collections, etc) 241455 Inclusion of remote content 155115 Ability to refine results 2988910 Relevancy ranking 078810 Speed 444345 Remote access 555135 Ease of use 2876810 Advanced search options 323325 Future cost (staff time) 144445 Implementation time 7896610 Ability to create additional portals (database specific) 124415 Local customization capabilities 411235 Customer base / company reputation 243325 Other strengths 0222110 SymphonySummonWorldCatEbsco DSPrimoWeight

18. Recommendation Inclusion of article content 0848610 Inclusion of local holdings 109599 Inclusion of other local content (scholarship, digital collections, etc) 241455 Inclusion of remote content 155115 Ability to refine results 2988910 Relevancy ranking 078810 Speed 444345 Remote access 555135 Ease of use 2876810 Advanced search options 323325 Future cost (staff time) 144445 Implementation time 7896610 Ability to create additional portals (database specific) 124415 Local customization capabilities 411235 Customer base / company reputation 243325 Other strengths 0222110 Total4482737274115 SymphonySummonWorldCatEbsco DSPrimoWeight

19. Recommendation Inclusion of article content 0848610 Inclusion of local holdings 109599 Inclusion of other local content (scholarship, digital collections, etc) 241455 Inclusion of remote content 155115 Ability to refine results 2988910 Relevancy ranking 078810 Speed 444345 Remote access 555135 Ease of use 2876810 Advanced search options 323325 Future cost (staff time) 144445 Implementation time 7896610 Ability to create additional portals (database specific) 124415 Local customization capabilities 411235 Customer base / company reputation 243325 Other strengths 0222110 Total4482737274115 SymphonySummonWorldCatEbsco DSPrimoWeight

20. For the remainder of this talk Part 1: Selection Part 2: Implementation Part 3: Post-launch / 6 months down the road

21. Implementation Milestones

25. For the remainder of this talk Part 1: Selection Part 2: Implementation Part 3: Post-launch / 6 months down the road

29. OpenURL Searches performed

35. Other resources to check out: An Evaluation of Serials Solutions Summon as a Discovery Service for the Dartmouth College Library. Online at http://www.dartmouth.edu/~library/admin/docs/Summon_Report.pdfhttp://www.dartmouth.edu/~library/admin/docs/Summon_Report.pdf From "I hate it" to "it's my new best friend!" : Making heads or tails of client feedback to improve our new Quick Find discovery service. Online at http://www.information-online.com.au/sb_clients/iog/data/content_item_files/000001/paper_2011_A3.pdf Grant, Carl. “Gladiators” to perform sleight-of-hand at Charleston Conference. Commentary from Carl Grant, October 30, 2010. Online at http://commentary.exlibrisgroup.com/2010/10/gladiators-to-perform-sleight-of- hand.htmlhttp://commentary.exlibrisgroup.com/2010/10/gladiators-to-perform-sleight-of- hand.html Klein, Michael. Hacking Summon. Code4Lib Journal, 2010 (11). Online at http://journal.code4lib.org/articles/3655 http://journal.code4lib.org/articles/3655 Rowe, Ronda. Web-Scale Discovery: A Review of Summon, EBSCO Discovery Service, and WorldCat Local. The Charleston Advisor, Volume 12, Number 1, July 2010, 5-10. Summon Usability Testing (2010). NCSU. Online at http://www.lib.ncsu.edu/userstudies/studies/2010_summon/ http://www.lib.ncsu.edu/userstudies/studies/2010_summon/ Vaughan, Jason. Library Technology Reports, Jan 2011, Vol. 47 Issue 1

36. Questions?