You are previewing Planning and Implementing Resource Discovery Tools in Academic Libraries.
O'Reilly logo
Planning and Implementing Resource Discovery Tools in Academic Libraries

Book Description

“Resource discovery” has many meanings, and it is now beginning to be defined as a description for library research software that allows a library user to search multiple Web-based resources simultaneously and bring back usable search results.Planning and Implementing Resource Discovery Tools in Academic Libraries addresses the many new resource discovery tools and products in existence as well as their potential uses and applications. This timely publication will be invaluable to librarians and administrators seeking information on how to evaluate, choose, and ultimately implement a resource discover product for their library’s collection.

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. Editorial Advisory Board and List of Reviewers
    1. EDITORIAL ADVISORY BOARD
  5. Foreword
  6. Preface
    1. RESOURCE DISCOVERY: WHAT IT IS NOW AND WHERE IT IS GOING?
    2. AN OVERVIEW OF THE CONTENT OF THIS BOOK
    3. CONCLUSION
  7. Acknowledgment
  8. Section 1: Framework for Discovery
    1. Chapter 1: Understanding Information Seeking Behavior of Faculty and Students
      1. ABSTRACT
      2. INTRODUCTION
      3. ESTABLISHING A CONTEXT FOR INFORMATION SEEKING
      4. INFORMATION SEEKING AND RETRIEVAL AMONG ACADEMIC USERS
      5. INFORMATION SEEKING IN A DIGITAL ENVIRONMENT
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
    2. Chapter 2: From Metasearching to Discovery
      1. ABSTRACT
      2. INTRODUCTION
      3. DEFINITION, HISTORY, AND OVERVIEW OF METASEARCHING
      4. LITERATURE REVIEW
      5. CASE STUDY: METASEARCHING SERVICES AT UF
      6. FROM METASEARCHING TO DISCOVERY
      7. EVALUATION OF DISCOVERY AND FUTURE RESEARCH DIRECTIONS
      8. CONCLUSION
      9. APPENDIX 1: SURVEY ON WEBSCALE DISCOVERY AT UF
      10. APPENDIX 2: UF ONESEARCH SURVEY
    3. Chapter 3: Details, Details, Details
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND AND LITERATURE REVIEW
      4. DETAILS, DETAILS, DETAILS
      5. DATA INTEGRITY, INTERFACE DESIGN, AND CUSTOMIZING FOR USABILITY
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
  9. Section 2: Selecting a Discovery Tool
    1. OVERVIEW
    2. Chapter 4: Evaluating and Selecting a Library Web-Scale Discovery Service
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. THE EVALUATION PROCESS
      5. FUTURE RESEARCH DIRECTIONS
      6. CONCLUSION
    3. Chapter 5: Best Practices for Selecting the Best Fit
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. FUTURE RESEARCH DIRECTIONS
      5. CONCLUSION
      6. APPENDIX: INTERVIEW PROTOCOL
    4. Chapter 6: Criteria to Consider when Evaluating Web-based Discovery Tools
      1. ABSTRACT
      2. INTRODUCTION
      3. WEB-SCALE DISCOVERY
      4. LITERATURE REVIEW
      5. ABOUT THE CSU LIBRARIES
      6. KEY CRITERIA
      7. DIRECTIONS FOR FUTURE RESEARCH
      8. CONCLUSION
    5. Chapter 7: Thinking Inside the Grid
      1. ABSTRACT
      2. INTRODUCTION
      3. LITERATURE REVIEW
      4. BACKGROUND
      5. PRELIMINARY INVESTIGATION
      6. THE RFP PROCESS
      7. LESSONS LEARNED
      8. FUTURE RESEARCH DIRECTIONS
      9. CONCLUSION
      10. APPENDIX A
      11. APPENDIX B
      12. APPENDIX C
      13. APPENDIX D
      14. APPENDIX E
      15. APPENDIX F
    6. Chapter 8: Designing an Evaluation Process for Resource Discovery Tools
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND AND LITERATURE REVIEW
      4. INITIAL EVALUATION PROCESS
      5. FUTURE RESEARCH DIRECTIONS
      6. CONCLUSION
  10. Section 3: The User Experience Part One: User Behavior and Expectations
    1. OVERVIEW
    2. Chapter 9: Resource Discovery Tools
      1. ABSTRACT
      2. INTRODUCTION
      3. A FIELD DESCRIPTION OF SERENDIPITY
      4. TOOLS FOR SERENDIPITY
      5. FUTURE RESEARCH DIRECTIONS
      6. CONCLUSION
    3. Chapter 10: User Search Activities within an Academic Library Gateway
      1. ABSTRACT
      2. INTRODUCTION
      3. LITERATURE REVIEW ON USER SEARCH BEHAVIORS
      4. ILLINOIS GATEWAY SEARCH ASSISTANCE MECHANISMS
      5. ANALYSIS OF ILLINOIS GATEWAY LOGS
      6. SEARCH CHARACTERISTICS
      7. DISCUSSION AND CONCLUSION
      8. FUTURE RESEARCH DIRECTIONS
    4. Chapter 11: Setting a Direction for Discovery
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. LITERATURE REVIEW
      5. PHASE 1: SURVEYING THE LANDSCAPE AND GATHERING DATA
      6. PHASE 3: DEFINING REQUIREMENTS
    5. Chapter 12: Developing a User-Centered Article Discovery Environment
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. INVESTIGATION
      5. IMPLEMENTATION
      6. POST-IMPLEMENTATION
      7. CONCLUSION
      8. APPENDIX A: INITIAL SURVEY
      9. APPENDIX B: GUERRILLA TEST SCRIPT
      10. APPENDIX C: FOLLOW-UP SURVEY
    6. Chapter 13: Replicating Top Users’ Searches in Summon and Google Scholar
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. LITERATURE REVIEW
      5. METHODOLOGY
      6. RESULTS
      7. FUTURE RESEARCH DIRECTIONS
      8. CONCLUSION
      9. APPENDIX A
      10. APPENDIX B: SAMPLE TABLE AS PRESENTED TO LIBRARIANS
  11. Section 4: The User Experience Part Two: User Testing and User-Centered Design in Implementing Discovery Solutions
    1. OVERVIEW
    2. Chapter 14: How Users Approach Discovery Tools
      1. ABSTRACT
      2. INTRODUCTION
      3. LITERATURE REVIEW AND BACKGROUND
      4. METHODOLOGY
      5. RESULTS
      6. DISCUSSION
      7. CONCLUSION
      8. FUTURE RESEARCH DIRECTIONS
    3. Chapter 15: Search Success at the University of Manitoba Libraries Pre- and Post-Summon Implementation
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. EXTERNAL CONSULTANT’S TESTING
      5. SUMMON™ TESTING
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
      8. APPENDIX A. TASKS & POST-INTERVIEW QUESTIONS (EXTERNAL CONSULTANT TESTING)
      9. APPENDIX B. BACKGROUND QUESTIONNAIRE FOR EXTERNAL CONSULTANT TESTING
      10. APPENDIX C. TASKS & POST-INTERVIEW QUESTIONS (SUMMON™ TESTING)
      11. APPENDIX D. BACKGROUND QUESTIONNAIRE FOR SUMMON™ TESTING PARTICIPANTS
    4. Chapter 16: Fostering Discovery through Web Interface Design
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. LITERATURE REVIEW
      5. WEB SITE REDESIGN
      6. PAPER STUDY ONE
      7. PAPER SURVEY TWO
      8. OBSERVATION STUDY ONE
      9. OBSERVATION STUDY TWO
      10. FUTURE RESEARCH DIRECTIONS
      11. CONCLUSION
    5. Chapter 17: Usability Testing Summon on the USC Libraries Home Page
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. USABILITY TESTING BEFORE AND AFTER INCLUSION OF SUMMON™
      5. CONCLUSIONS ABOUT SUMMON™
      6. FUTURE RESEARCH DIRECTIONS
      7. APPENDIX A
      8. APPENDIX B
      9. APPENDIX C
      10. APPENDIX D
  12. Section 5: Implementation
    1. OVERVIEW
    2. Chapter 18: Implementing Library Discovery
      1. ABSTRACT
      2. INTRODUCTION
      3. LITERATURE REVIEW
      4. BACKGROUND
      5. RESOURCE AND CONTENT PROVIDER ISSUES
      6. DISPLAY AND INTERFACE ISSUES
      7. ENHANCEMENTS AND ISSUE TRACKING
      8. FUTURE RESEARCH DIRECTIONS
      9. CONCLUSION
    3. Chapter 19: Discovering Our Library’s Resources
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. VENDOR-BASED METASEARCH TOOL
      5. IN-HOUSE FEDERATED SEARCH TOOL
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
    4. Chapter 20: Discovery in a Hurry
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. DISCOVERY IN FIVE MINUTES OR LESS
      5. FUTURE RESEARCH DIRECTIONS
      6. CONCLUSION
    5. Chapter 21: Implementation and Acceptance of a Discovery Tool
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. LITERATURE REVIEW
      5. METHODOLOGY
      6. RESULTS
      7. DISCUSSION
      8. FUTURE DIRECTIONS
      9. CONCLUSION
      10. APPENDIX A
      11. APPENDIX B
    6. Chapter 22: Putting Library Discovery Where Users Are
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND: WHERE TO EMBED DISCOVERY AND WHY
      4. HOW TO APPROACH EMBEDDING DISCOVERY
      5. LEVELS OF EMBEDDING
      6. REQUIREMENTS FOR EMBEDDING
      7. FUTURE RESEARCH DIRECTIONS
      8. CONCLUSION
    7. Chapter 23: Implementing a Discovery Layer in a Consortial Environment
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. CONTEXT
      5. REVIEW AND SELECTION
      6. IMPLEMENTATION
      7. LOOKING FORWARD
      8. FOR FURTHER RESEARCH
      9. PLANNING FOR DISCOVERY IN A CONSORTIUM: ADVICE AND SUGGESTIONS
      10. CONCLUSION
    8. Chapter 24: Creating Organizational Buy-in
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. DEVELOPING A SHARED VISION FOR DISCOVERY
      5. CREATING ORGANIZATIONAL BUY-IN
      6. TRAINING / LIBRARY INSTRUCTION
      7. MONITORING AND ASSESSMENT OF THE DISCOVERY TOOL
      8. FUTURE RESEARCH DIRECTIONS
      9. CONCLUSION
    9. Chapter 25: Introducing Discovery Systems to Academic User Communities
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. THE AMERICAN UNIVERSITY LIBRARY EXPERIENCE
      5. MARKETING A DISCOVERY SYSTEM: LESSONS LEARNED
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
      8. APPENDIX A
      9. APPENDIX B
    10. Chapter 26: Does Web-Scale Discovery Make a Difference?
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND: WEB-SCALE DISCOVERY SERVICES ENTER THE MARKET
      4. IMPLEMENTATION AND MARKETING SET THE STAGE
      5. CHANGES IN THE USE OF COLLECTIONS
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
    11. Chapter 27: Catalog Maintenance and Authority Control in Discovery Systems
      1. ABSTRACT
      2. INTRODUCTION
      3. LITERATURE REVIEW
      4. SURVEY METHODOLOGY
      5. RESULTS
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
  13. Section 6: Discovery in the Wild: Representative Examples of Discovery Tools in Use
    1. OVERVIEW
    2. Chapter 28: Early Adoption
      1. ABSTRACT
      2. INTRODUCTION
      3. SELECTION
      4. PLANNING AND IMPLEMENTATION
      5. USABILITY FEEDBACK
      6. CHANGES SINCE INITIAL IMPLEMENTATION
      7. IMPACT ON RESOURCES
      8. CONCLUSION
    3. Chapter 29: The Long and Winding Road
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. IMPLEMENTING DISCOVERY AT IUB LIBRARIES
      5. FUTURE RESEARCH DIRECTIONS
      6. CONCLUSION
    4. Chapter 30: Encore Synergy Implementation at a Medium-Sized University Library
      1. ABSTRACT
      2. INTRODUCTION
      3. SELECTION
      4. ENCORE SYNERGY (ENCORE) AT THE UNIVERSITY OF NEBRASKA AT OMAHA
      5. RESEARCH PRO
      6. ELECTRONIC RESOURCES AND ENCORE
      7. INTEGRATION WITH INNOVATIVE MODULES
      8. ENCORE CUSTOMIZATION
      9. METADATA ERRORS, INCONSISTENCIES, AND ENSUING RECORD CLEAN-UP
      10. LAUNCHING ENCORE
      11. USER PARTICIPATION: TAGGING
      12. USAGE DATA
      13. FUTURE RESEARCH DIRECTIONS
      14. CONCLUSION
    5. Chapter 31: Primo Central
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. CONCEPT OF PRIMO CENTRAL IN CONTEXT WITH PRIMO
      5. SOLUTIONS
      6. RECOMMENDATIONS
      7. NEXT STEPS
      8. CONCLUSION
    6. Chapter 32: The Single-Search Project
      1. ABSTRACT
      2. INTRODUCTION
      3. THE SEARCH FOR A DISCOVERY SYSTEM
      4. IMPLEMENTATION IN PHASES
      5. MEASURING SUCCESS AND TANGIBLE RESULTS
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
      8. APPENDIX
    7. Chapter 33: Implementing Primo for the Michiana Academic Library Consortium (MALC)
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. DECIDING, ACQUIRING, AND IMPLEMENTING EX LIBRIS’ PRIMO
      5. PRIMO CENTRAL INDEX
      6. LESSONS LEARNED AND NEXT STEPS
      7. CONCLUSION
    8. Chapter 34: Simplifying Resource Discovery and Access in Academic Libraries
      1. ABSTRACT
      2. INTRODUCTION
      3. SELECTION
      4. FEEDBACK AND USABILITY TESTING
      5. MARKETING AND TRAINING
      6. KEY POINTS FOR EFFECTIVE PRACTICE
      7. RECOMMENDATIONS FOR FUTURE DEVELOPMENTS
      8. CONCLUSION
    9. Chapter 35: Implementation of Resource Discovery
      1. ABSTRACT
      2. BACKGROUND OF THE CASE: TESTING WORLDCAT LOCAL, IMPLEMENTING SUMMON
      3. SUMMON IMPLEMENTATION: GETTING STARTED
      4. SUMMON IMPLEMENTATION: LESSONS LEARNED
      5. REFLECTIONS AND IMPLICATIONS FOR OTHER LIBRARIES
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
    10. Chapter 36: WorldCat Local
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. MAIN FOCUS OF THE CHAPTER
      5. POST-IMPLEMENTATION EXPERIENCE
      6. FUTURE RESEARCH DIRECTIONS
      7. CONCLUSION
    11. Chapter 37: Tiptoeing Forward
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. PREPARATION OF CATALOGING RECORDS AND CONFIGURATION
      5. WORLDCAT LOCAL AND USERS
      6. CONCLUSION
  14. Section 7: Critique of Discovery
    1. OVERVIEW
    2. Chapter 38: Web-Scale Discovery
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. SOLUTIONS AND RECOMMENDATIONS
      5. FUTURE RESEARCH DIRECTIONS
      6. CONCLUSION
    3. Chapter 39: The Web-Scale Discovery Environment and Changing Library Services and Processes
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. FOCUS ON THE ISSUES
      5. FUTURE RESEARCH DIRECTIONS
      6. CONCLUSION
    4. Chapter 40: The Trial of Searching for Musical Works Using Resource Discovery Tools
      1. ABSTRACT
      2. INTRODUCTION
      3. BACKGROUND
      4. SEARCHING FOR MUSIC
      5. SOLUTIONS, RECOMMENDATIONS, AND FUTURE RESEARCH DIRECTIONS
      6. CONCLUSION
  15. Compilation of References
  16. About the Contributors