An alternative perspective of discovery services. What effect are they having on content usage at the

publisher site and is it the effect that you would expect? What are the common pitfalls and how can you

address them? Publishers, librarians and discovery service providers discuss

Hawkins, Karen

Pesch, Oliver

Sedgwick, Martha

Stone, Graham

English

University of Huddersfield Repository

University of Huddersfield RepositoryHawkins, Karen, Stone, Graham, Pesch, Oliver and Sedgwick, MarthaCracking the Discovery CodeOriginal CitationHawkins, Karen, Stone, Graham, Pesch, Oliver and Sedgwick, Martha (2014) Cracking the Discovery Code. In: ALPSP International Conference 2014, 10-12 September 2014, Park Inn Hotel and Conference Centre, London Heathrow, UK. (Unpublished) This version is available at http://eprints.hud.ac.uk/21270/The University Repository is a digital collection of the research output of theUniversity, available on Open Access. Copyright and Moral Rights for the itemson this site are retained by the individual author and/or other copyright owners.Users may access full items free of charge; copies of full text items generallycan be reproduced, displayed or performed and given to third parties in anyformat or medium for personal research or study, educational or not-for-profitpurposes without prior permission or charge, provided:• The authors, title and full bibliographic details is credited in any copy;• A hyperlink and/or URL is included for the original metadata page; and• The content is not changed in any way.For more information, including our policy and submission procedure, pleasecontact the Repository Team at: E.mailbox@hud.ac.uk.http://eprints.hud.ac.uk/Cracking the Discovery CodeKaren Hawkins, Senior Director, Product Design, IEEEGraham Stone, Information Resources Manager, University of HuddersfieldOliver Pesch, Chief Product Strategist, EBSCO Information Martha Sedgwick, Executive Director of Product Innovation, SAGE Discovery Services are PervasiveThe use of webscale discovery services by libraries has grown dramatically since their introduction in 2009/2010– Ithaka S&R’s 2013 Library Survey showed that 86% of respondents from doctoral institutions have implemented a discovery service– Uptake is also growing in corporations and government librariesNote - Readings and resources are included on the last slideGoals of this SessionOptimize discovery of your content by end users– Create awareness of the growing importance of discovery services in the access to scholarly content– Provide actionable knowledge to enable effective collaboration with libraries, discovery service providers, Open URL providers and platform providersWhat is a Webscale Discovery Service?A means of uncovering enterprise information through a simple single searchContent searched may include full-text library subscriptions, A&I databases, and institutional repositoriesExamples include EBSCO Discovery Service, Primo, Summon, and WorldCat LocalSources:  Outsell, Webscale Discovery Services: The Evolution Continues, August 21, 2014Ithaka S&R US Library Survey 2013Traditional Researcher Routes to ArticlesSource: How Readers Discover Content in Scholarly Journals, Renew Training, July 2012, p5Discovery Service Routes to ArticlesAbout the IEEEWorld’s largest technical membership association with nearly 429,000 members  in over 162 countriesNot for profit organization with tagline “Advancing Technology For Humanity”Four Core areas of activity– Membership organization  – Conferences organizer – Standards developer– PublisherIEEE’s Discovery JourneyWe publish approximately one-third of the world’s English-language literature in our technologies– 170+ periodicals– 1,200 annual conference proceedings– 1,500 technical standards– Ebooks and eLearning courses Structure of Discovery Each Discovery Service is different Within the same Discovery Service wide divergence of options and library implementations Single search box/unified index a strength and weakness from a publisher’s perspectiveLink Resolver Publisher SiteA Publisher’s Actions to Optimize DiscoveryIEEE created a Discovery webpage for subscribing librariesWe partnered with discovery services to create library implementation guides for our subscribersWe are involved in industry groups working on standardization and best practicesWe created a full time position to understand and address complexities of discovery indexing and linking and provide subscriber supportServices Work Best When We Collaborate – Actions You Can TakeA Library Perspective:  Graham Stone, Information Resources Manager, University of HuddersfieldA Discovery Service Perspective: Oliver Pesch, Chief Product Strategist, EBSCO Information A Publisher Perspective: Martha Sedgwick, Executive Director of Product Innovation, SAGE Cracking the Discovery Code: why discovery appeals to librariansGraham StoneInformation Resources ManagerSome context• Webscale discovery systems– Pre-harvested content with a single search interface– On the market for approximately 5 years– Summon, Worldcat local, Primo Central, Ebsco Discovery Service• Federated search and link resolvers– Out of scope for this session– Although still important!– …and don’t forget KBART (more on that later)UK’s 1st Summon customer200915E-resources @ Huddersfield“Why is Google so easy and the library so hard?” [Tenopir, 2009]“Why do we want to teach our users to be librarians?” [Pattern, 2009] http://www.flickr.com/photos/ppl_ri_images/4019188259/http://www.flickr.com/photos/manfrys/2226178289/What do we know about webscale discovery?• Web Scale Discovery Services increase accessibility of e-resources and will definitely on the whole increase full-text downloads• Undergraduates generally love discovery services• Librarians reactions towards discovery services are mixed at bestAaron Tay, Senior Librarian at National University of Singapore8 things we know about web scale discovery systems in 2013http://tinyurl.com/naflluzThe usage element• Libraries are under increasing pressure to show value for money• Work on the Library Impact Data Project has shown a link between e-resource usage and attainment/retentionCOUNTER downloadsBig deal 1COUNTER downloadsBig deal 2COUNTER downloadsBig deal 3COUNTER downloadsSociety publisherCOUNTER downloadsPublisher not indexed in SummonCOUNTER downloadsFull text aggregator – in Summon!COUNTER downloadsFull text aggregator – not in Summon!COUNTER downloadsA&I databaseThe bigger pictureIt’s not just a Huddersfield thing• Grand Valley and Manitoba saw a dramatic increase in FT downloads for e-journals and a drop in A&I after Summon implementation• UTSA saw FT downloads increase by 23% after Summon implementation• ODU saw increases after implementation of WorldCat Local– “…lowest amount of usage in a single month for the year of 2011 was higher than the highest usage month in 2010”The user’s viewEnhancing the student experiencehttps://flic.kr/p/ohRcCAAbdul PHD student and part-time lecturer29Summon is bloody brilliant… …It gives fast, efficient and above all relevant search resultsNicoleUndergraduate student30You’ve not got as many fiddly bits to do; you just type in what you want. It’s almost like Google Scholar,  so I like it for that.Senior Lecturer University of Huddersfield31I love Summon, even an idiot like me can use itThe librarian’s viewCulture shock?https://flic.kr/p/btbrEWDave Pattern University of HuddersfieldIf your idea of a “good time” is to scare undergraduates in training sessions by showing them journal database interfaces —“it’s OK, I’m a friendly librarian and I’m here to show you just how hard it can be to find an article!” — then it’s probably high time you sought medical counselling ;-)”Pete CocoGrand Valley State University via ILI-L ListWhat Summon frees me to do... ...particularly in freshman courses, is to focus more on the concepts of information literacy that this system so elegantly demonstrates. What is peer-review? Why does it matter? What is the difference between Google and the library? How does Google decide what to show you? Summon? Why isn't the stuff in Summon in Google?”Dr Antony OsborneAcademic Librarian, University of HuddersfieldThe greatest impact on the way we teach information literacy is that it feels much simpler than having to go through lots of different databases with studentsCancellation and acquisition A deal breaker?• TERMS top 14 deal breakers when licensing electronic resources• #10 Ability to use the resource and resource records with third party discovery toolshttps://library3.hud.ac.uk/blogs/terms/terms/acquiring-new-content/Thank you!This work is licensed under a Creative Commons Attribution 3.0 Unported LicenseGraham Stoneg.stone@hud.ac.uk@Graham_Stone#6termshttp://eprints.hud.ac.uk/21270Cracking the Discovery Code: the perspective of a discovery service providerOliver PeschChief Product StrategistEBSCO Information ServicesThe disĐoǀerǇ ďalaŶĐiŶg aĐt…Discovery ServicesThe disĐoǀerǇ ďalaŶĐiŶg aĐt…Librarians…Success for librarians is:• Providing a full suite of resources for users• Getting  the user to use and be successful with library-provided resources• HaǀiŶg positiǀe iŵpaĐt oŶ the iŶstitutioŶ’s outcomes and demonstrating a positive ROIUsers…Success for the user is: • Enter a short query and have relevant items show within the first page of results• Have direct access to their full text• Achieve instant gratification.The effect on discovery services…• Comprehensiveness of content/features• Relevance • Profiling users/disciplines• Full text matters tooComprehensiveness…Comprehensiveness…• Breadth of information• Depth of information• FeaturesRelevance…Challenge…Make sure the most relevant articles show in the first page of results!Leveraging subjects and keywords is important.Disciplines and Profiling users…Answers vs results…Challenge…Sometimes the user is looking for an answer and Ŷot just ͞results .͟  • Initial research on a topic• Point-of-care• Unsure of what they are looking forFull text matters…Challenges…Users ǁaŶt full teǆt, ďut the ͞full teǆt͟ that makes up the library resources almost always extends beyond the full text provided by the discovery vendor.Intelligent full text linking that understands customer subscriptions and direct links to publisher content.Publishers…Success to publishers is:• Users disĐoǀeriŶg puďlisher’s ĐoŶteŶt• Users aĐĐessiŶg puďlisher’s ĐoŶteŶt• Their content being recognized for adding value to the scholarly research processImproving discoverability…• Provide your metadata AND full text (for indexing) to discovery vendors• Include abstracts,  subject terms and author-supplied keywords with the metadata– Make sure keywords are specific enough• Encourage A&I services to cover relevant titlesImproving access…• Provide knowledge base providers with up-to-date KBART lists of titles covered• Identify any Open Access journals or Open Access articles in subscribed journals• Implement a simple yet forgiving link syntax –either DOI-based or support simple OpenURL syntax• Be smart about authentication – think beyond IP addressesMeasuring success…Challenge…How do you know if providing your metadata to a discovery service or other content provider is improving access?Web log analysis might be flawed…Consider discovery service reporting…Ask for metric types such as:• Full text requests• Linkouts - Publisher site• Linkouts - Link Resolver• Result Clicks• Record ViewsConsider discovery service reporting…This could help you understand how often your items are being discovered (result clicks) and hoǁ ofteŶ the user’s discovery results in a full text request (hosted, publisher site or through link resolver)A new COUNTER report?Next steps for publishers…• Make sure providing  accurate and up-to-date metadata is a priority• Check that your linking and authentication makes it easy to for authorized users to get to your full text• Think standards and best practicesLos Angeles | London | New DelhiSingapore | Washington DCCracking the discovery code? ALPSP International, Sept. 2014Martha SedgwickExecutive Director of Product Innovation, SAGELos Angeles | London | New DelhiSingapore | Washington DCLos Angeles | London | New DelhiSingapore | Washington DCLos Angeles | London | New DelhiSingapore | Washington DCScholarly Communication Supply ChainLos Angeles | London | New DelhiSingapore | Washington DCSAGELos Angeles | London | New DelhiSingapore | Washington DCUnderstanding discoveryMarket researchData analysisThree primary discovery channels!Open web searchLibrary searchAcademic / A&I searchWithin the SAGE universeLos Angeles | London | New DelhiSingapore | Washington DCAcademic search – what we doBounce rate Pages / visit Visit lengthOpen web 85% 1 0:40Library 29% 4 4:88Academic 26% 6 3:02Los Angeles | London | New DelhiSingapore | Washington DCOpen Web Search – what we know● Everyone uses it!● ~50% of all SAGE database traffic● Simple and user friendly● Use case: quick search, exploring new topicLos Angeles | London | New DelhiSingapore | Washington DCOpen Web Search: what we are doing● Product dashboards with SEO metrics● Development roadmaps with SEO goals● SEO standards compliance● Structured mark-up & semantic enrichment● Strong relations w. search engines● SEO bi-annual audits● SEO Q/A testing● Internal SEO analyst● Search engine trend watchLos Angeles | London | New DelhiSingapore | Washington DCOpen web search Usage / Traffic SourceOpen webLibraryAcademicSocial mediaDirectUnknown / otherLos Angeles | London | New DelhiSingapore | Washington DCOpen web searchUsage / Traffic SourceJan-Jul 2013Open webLibraryAcademicLos Angeles | London | New DelhiSingapore | Washington DCOpen web searchUsage / Traffic SourceJan-Jul 2014Open webLibraryAcademicLos Angeles | London | New DelhiSingapore | Washington DCLibrary search – what we know● Discovery Services● Catalogues● A-Z Lists● Research GuidesLos Angeles | London | New DelhiSingapore | Washington DCLibrary discovery – what we are doing● Dedicated Discoverability Analysts● Development roadmaps with library goals● Regular feeds to vendor systems with full text & metadata● KBART lists to knowledge bases● Standards work – ODI NISO working group, KBART , PIE-J and industry collaborations● Discovery evaluations for low-use institutions● Strong relations with discovery vendors● Focus on metadata improvements● Staff development / training● Widgets & LibGuidesLos Angeles | London | New DelhiSingapore | Washington DCLibrary search – what we doReferrals from library sites 2011 / 2014Los Angeles | London | New DelhiSingapore | Washington DCCross-sector research-1.2-1-0.8-0.6-0.4-0.200.20.40.60.811.21.41.61.8Control EDS Primo Summon WCLLos Angeles | London | New DelhiSingapore | Washington DCAcademic / A&I search – what we know● “Power” users● Use case: deep research, building expertiseLos Angeles | London | New DelhiSingapore | Washington DCAcademic search – what we are doing● Product dashboards with targeted metrics● Development roadmaps with targeted goals● Standards compliance & leadership inc. encouraging A&I services to cover relevant titles● Trend watch & analysis● Google Scholar relations● Staff development / trainingLos Angeles | London | New DelhiSingapore | Washington DCIntegrated SAGE product offering● Cross-product interlinking driven by semantic analysis● Faceted search through controlled vocabulary tags● Editorial influence in search results for some productsLos Angeles | London | New DelhiSingapore | Washington DCSAGE White Paper: Collaborative Improvements in the Discoverability of Scholarly Content Los Angeles | London | New DelhiSingapore | Washington DCSome things we need to focus on….● Metadata – quality & compliance● Standards – advocacy & adoption● Transparency – cross-sector cooperation● Partnerships – co-developmentLos Angeles | London | New DelhiSingapore | Washington DCThanks!Questions?Karen Hawkins k.hawkins@ieee.orgGraham Stone g.stone@hud.ac.ukOliver Pesch opesch@ebsco.comMartha Sedgwick martha.sedgwick@sagepub.comReferences, Readings, and Resources• Ithaka S+R US Library Survey, March 11, 2014• http://www.sr.ithaka.org/sites/default/files/reports/SR_LibraryReport_20140310_0.pdf• Web-Scale Discovery Services:  The Evolution Continues, Outsell, August 21, 2014• http://www.outsellinc.com/store/products/1264• How Readers Discover Content in Scholarly Journals, Renew Training, 2012• http://www.renewtraining.com/how-readers-discover-content-in-scholarly-journals.htm• IEEE Discovery Service page for Libraries, including implementation guides• http://www.ieee.org/publications_standards/publications/subscriptions/clientservices/promote/discovery_services.htmlReferences, Reading and ResourcesGraves, T., & Dresselhaus, A. (2012). One academic library, One year of web-scale discovery. The Serials Librarian, 62(1-4), 169-175. doi: 10.1080/0361526X.2012.652915Kemp, J. (2012). Does web-scale discovery make a difference? Changes in collections use after implementing Summon. In M. P. Popp & D. Dallis (Eds.). Planning and implementing resource discovery tools in academic libraries (pp. 456-468). Hershey, PA: IGI Global.O'Hara, L. (2012) Collection Usage Pre- and Post-Summon Implementation at the University of Manitoba Libraries. Evidence Based Library and Information Practice, 7(4), 25-34. http://ejournals.library.ualberta.ca/index.php/EBLIP/article/view/12166 Thoburn, J., Coates, A., & Stone, G. (2012) Simplifying resource discovery and access in academic libraries: Implementing and evaluating Summon at Huddersfield and Northumbria Universities. In M. P. Popp & D. Dallis (Eds.). Planning and implementing resource discovery tools in academic libraries (pp. 580-597). Hershey, PA: IGI Global. http://eprints.hud.ac.uk/12138/Way, D. (2010). The impact of web-scale discovery on the use of a library collection. Serials Review, 36(4) 214-220. doi: 10.1016/j.serrev.2010.07.002Emery, Jill and Stone, Graham (2013) TERMS: Techniques for electronic resources management.Library Technology Reports, 49(2). pp. 5-43References, Reading and Resources• KBART Recommended Practice www.niso.org/workrooms/kbart• ·Open Discovery Initiative www.niso.org/workrooms/odi• Recommended Practice for the Presentation and Identification of E-Journals (PIEJ) www.niso.org/workrooms/piej• Project COUNTER http://www.projectcounter.org/SAGE White Paper: Collaborative Improvements in the Discoverability of Scholarly Content http://www.sagepub.com/repository/binaries/pdf/improvementsindiscoverability.pdf

Collection Usage Pre- and Post-Summon Implementation at the University of Manitoba Libraries. Evidence Based Library and Information Practice,

One academic library, One year of web-scale discovery.

Simplifying resource discovery and access in academic libraries: Implementing and evaluating Summon at Huddersfield and Northumbria Universities. In

Cracking the Discovery Code

Cracking the Discovery Code

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