Holy grail or leaky cup',

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<ul><li> 1. </li></ul> <p> 2. Summon Holy Grail or leaky cup? 3. The Holy Grail </p> <ul><li>Improve the research experience </li></ul> <ul><li><ul><li>Simplicity (or, hidden complexity) </li></ul></li></ul> <ul><li><ul><li><ul><li>Complete integration of print and electronic </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Easy to learn ( + instruct!)</li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Easy access to article-level resources </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Easy to authenticate </li></ul></li></ul></li></ul> <ul><li><ul><li>Remove barriers between libraries &amp; users </li></ul></li></ul> <ul><li>Compete more effectively with Google </li></ul> <ul><li><ul><li>Promote the use of quality-assured information </li></ul></li></ul> <ul><li><ul><li><ul><li> Returning the researcher to the library (Library Journal webcasts) </li></ul></li></ul></li></ul> <ul><li><ul><li>Meet expectations / stay relevant </li></ul></li></ul> <ul><li>Return on investment </li></ul> <p> 4. An unholy mess? </p> <ul><li>Library Catalogue </li></ul> <ul><li>Federated search </li></ul> <ul><li>Vertical search </li></ul> <ul><li>A&amp;I, FT </li></ul> <p> 5. 6. 7. Summon what is it? </p> <ul><li>Web-scale discovery (unified discovery) </li></ul> <ul><li><ul><li>Google-like(speed, convenience, practices &amp; presentation) </li></ul></li></ul> <ul><li><ul><li>Sounds like WorldCat but </li></ul></li></ul> <ul><li><ul><li>Looks like vertical search but </li></ul></li></ul> <ul><li><ul><li>Single search box access to full breadth of collection </li></ul></li></ul> <ul><li><ul><li>Centralised index of pre-harvested content </li></ul></li></ul> <ul><li><ul><li>Built with entirely new technology</li></ul></li></ul> <ul><li><ul><li>Based on extensive end-user studies </li></ul></li></ul> <ul><li><ul><li>Developed with libraries and content providers </li></ul></li></ul> <ul><li><ul><li>Promises to be a great leap forward </li></ul></li></ul> <ul><li><ul><li><ul><li>Simple idea </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Google model </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>What took so long?</li></ul></li></ul></li></ul> <p> 8. Summon whos involved? </p> <ul><li>Serials Solutions </li></ul> <ul><li><ul><li>Head start (content &amp; functionality):</li></ul></li></ul> <ul><li><ul><li><ul><li>Discovery &amp; management services</li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>KnowledgeWorks, 360, Ulrichs, RefWorks, COS, AquaBrowser, WebFeat </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>ProQuest</li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>CSA, UMI, Chadwyck-Healey, Dialog, SIRS, eLibrary </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li>Experience hosting systems </li></ul></li></ul> <ul><li><ul><li>Relationships with content providers </li></ul></li></ul> <ul><li>Development team &amp; process</li></ul> <ul><li><ul><li><ul><li>Team Microsoft, IEEE, VuFind, Google, MediaLab </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Agile development </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>Speed &amp; quality </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li><ul><li>began development Autumn 2008 - launched worldwide beta testing in January </li></ul></li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li><ul><li>Liverpool: baby steps to beta in 8 weeks &gt; open beta within 8 weeks &gt; live service? </li></ul></li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>Responsiveness to feedback </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>Weekly updates </li></ul></li></ul></li></ul></li></ul> <p> 9. Summon how does it work? 10. Summon how does it work? </p> <ul><li>The Unified Search Index </li></ul> <ul><li><ul><li>Pre-indexes everything </li></ul></li></ul> <ul><li><ul><li><ul><li>local data taken into Summon index </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>methods: FTP, OAI, USB, etc.</li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>formats: XML (EAD), HTML, PDF, delimited ASCII, MARC, etc. </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>importance of good data </li></ul></li></ul></li></ul> <ul><li><ul><li>Data normalised to Summon schema </li></ul></li></ul> <ul><li><ul><li>Relevance ranking of books and articles together </li></ul></li></ul> <ul><li>Search architecture </li></ul> <ul><li><ul><li>Apache Solr </li></ul></li></ul> <ul><li><ul><li><ul><li>Powerful extension of Lucene</li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Advanced full-text search capabilities </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Optimised for high volume web traffic </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Standards based open interfaces </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Scalability other search servers </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Flexible and adaptable </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Extensible plugin architecture </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Support for dynamic faceted browsing and filtering </li></ul></li></ul></li></ul> <p> 11. Summon how does it work? </p> <ul><li>Ingesting local content </li></ul> <ul><li><ul><li>e-Resources entitlements </li></ul></li></ul> <ul><li><ul><li><ul><li>Client centre / SFX holdings export </li></ul></li></ul></li></ul> <ul><li><ul><li>Bibliographic data </li></ul></li></ul> <ul><li><ul><li><ul><li>FTP &gt; MARCXML &gt; mapped to Summon schema </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>local Summon server - daily update feed </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>check item status API </li></ul></li></ul></li></ul> <ul><li><ul><li>Archival data M2M services (SRU, Z39.50, OAI-PMH) </li></ul></li></ul> <ul><li><ul><li>Institutional Repository OAI-PMH </li></ul></li></ul> <ul><li>Interface Ajax, css </li></ul> <ul><li>Authentication in front / behind? </li></ul> <ul><li><ul><li>barrier to searching90% drop-off in use </li></ul></li></ul> <ul><li><ul><li> but Terms &amp; Conditions</li></ul></li></ul> <ul><li><ul><li><ul><li>A&amp;I providers </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Summon </li></ul></li></ul></li></ul> <p> 12. Summon how does it work? </p> <ul><li> The mega-index of content </li></ul> <ul><li><ul><li>half a billion records </li></ul></li></ul> <ul><li><ul><li>6,000+ publishers </li></ul></li></ul> <ul><li><ul><li>50,000 + journal titles </li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>http://www.serialssolutions.com/assets/publications/Summon-represented-titles.pdf </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li>scores of scholarly publishers and university presses </li></ul></li></ul> <ul><li><ul><li><ul><li>launched in January with ProQuest, Gale, Springer, Taylor &amp; Francis and SAGE </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>LexisNexis, Publishing Technology (IngentaConnect), ThomsonReuters (Web of Science), ABC-CLIO, IEEE, Emerald, Scitation, The Royal Society </li></ul></li></ul></li></ul> <ul><li><ul><li>...and growing by the week </li></ul></li></ul> <ul><li><ul><li><ul><li>MLA International Bibliography, Ingram Digital (MyiLibrary), PsycArticles and PsycCritiques, M.E. Sharpe, Knovel, IBIS, RMIT, Hart, Allen &amp; Unwin </li></ul></li></ul></li></ul> <ul><li><ul><li>Create a movement of publishers and aggregators </li></ul></li></ul> <ul><li><ul><li><ul><li>Critical mass </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Discovery or obscurity? </li></ul></li></ul></li></ul> <p> 13. Quick &amp; simple 14. Quick &amp; simple 0 4.3 million in 2 seconds! 15. Advanced search 16. Results display 17. Results display - articles 18. Results display - books Item status check - incl. multiple copies 19. Results display - archives 20. Refining results </p> <ul><li>Full-text filter </li></ul> <ul><li>Scholarship filter </li></ul> <ul><li> Mega-index </li></ul> <p> 21. Refining results Extent of collections at a glance 22. Refining results more options 23. Refining results more facets 24. Saving &amp; exporting 25. Saving &amp; exporting 26. Saving &amp; exporting 27. Saving &amp; exporting 28. Other features </p> <ul><li>Times cited </li></ul> <ul><li><ul><li>Other significant resources </li></ul></li></ul> <ul><li><ul><li>Web of Science others? </li></ul></li></ul> <ul><li><ul><li>usage-based recommendations / bX Recommender? </li></ul></li></ul> <ul><li> Did you mean? suggestions </li></ul> <ul><li><ul><li>British vs. American spelling differences </li></ul></li></ul> <ul><li>Mobile app (for iPhone, Blackberry, Android, Palm or Windows Mobile) </li></ul> <ul><li><ul><li>Auto download </li></ul></li></ul> <ul><li><ul><li>Full-text </li></ul></li></ul> <ul><li>Open API </li></ul> <ul><li><ul><li>pre-selected search targets in departmental web pages </li></ul></li></ul> <ul><li><ul><li>course management software modules </li></ul></li></ul> <p> 29. In summation </p> <ul><li>Feedback </li></ul> <ul><li><ul><li>Usage stats?</li></ul></li></ul> <ul><li><ul><li>Summon &amp; informal mechanisms </li></ul></li></ul> <ul><li><ul><li>University unanimous approval </li></ul></li></ul> <ul><li><ul><li>Library staff curbing enthusiasm </li></ul></li></ul> <ul><li>Performance </li></ul> <ul><li><ul><li>Speed &amp; simplicity - vast improvement </li></ul></li></ul> <ul><li><ul><li>Consistent results, clearly displayed </li></ul></li></ul> <ul><li><ul><li>Relevant results </li></ul></li></ul> <ul><li><ul><li><ul><li>Book rankings / newspaper noise </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Simple, obvious starting point </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Still value native interfaces...for how long? </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>Content, tailored indexes </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>Summon has the superior search engine more thorough? </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>De-duplication </li></ul></li></ul></li></ul> <ul><li><ul><li>Powerful results management </li></ul></li></ul> <p> 30. In summation </p> <ul><li>Coverage </li></ul> <ul><li><ul><li>Breadth and depth but... </li></ul></li></ul> <ul><li><ul><li><ul><li>Effectively represent academic libraries in UK? </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>US site: </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li><ul><li>99% of top 100 downloaded titles </li></ul></li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li><ul><li>100% of top 50 JSTOR titles</li></ul></li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li><ul><li>100% of their top 50 titles from OCLC databases </li></ul></li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Law, Science Direct (Ingenta metadata?), EBSCO </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Much more useful than federated search </li></ul></li></ul></li></ul> <ul><li><ul><li>Content is critical </li></ul></li></ul> <ul><li><ul><li><ul><li>...or what happens about unharvestable content </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Will federated search ever go away? </li></ul></li></ul></li></ul> <ul><li><ul><li>Coverage</li></ul></li></ul> <ul><li><ul><li><ul><li>Greater transparency of whats being searched </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>how do I know whats there, from where? </li></ul></li></ul></li></ul> <p> 31. In summation </p> <ul><li>Access to full-text </li></ul> <ul><li><ul><li>Summon / SFX interoperability </li></ul></li></ul> <ul><li><ul><li><ul><li>Cannot use date to resolve (but ArticleLinker does) </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>Newspaper articles </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>SFX cannot link into CSA </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>STM workaround - Scopus and Pubmed </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>Arts and Social Sciences?</li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Two-character first names (eg. Chinese name Li) </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li><ul><li>SFX inserts full stops &gt; searches for L.I. &gt; search fails! </li></ul></li></ul></li></ul></li></ul> <ul><li><ul><li>Dead ends - dissertations and patents </li></ul></li></ul> <ul><li><ul><li><ul><li>Neither SFX nor ArticleLinker seems to work where next? </li></ul></li></ul></li></ul> <ul><li>Access to native interfaces </li></ul> <ul><li><ul><li>Subject access still required? </li></ul></li></ul> <ul><li><ul><li>Summon Recommender? </li></ul></li></ul> <ul><li><ul><li><ul><li>which resources the most / best results come from </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>link to native interfaces </li></ul></li></ul></li></ul> <p> 32. In summation </p> <ul><li>Alternatives - none available but... </li></ul> <ul><li><ul><li>EBSCO Discovery Service (by end of 2009?) </li></ul></li></ul> <ul><li><ul><li><ul><li>Unified + federated search</li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Scaled-up version of their existing search engine </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Demo? / facets? </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li> 7 times as many 3rd party content partners as any other discovery service </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>subscription agent - established relationships with publishers </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>aggregated full-text database products are larger than ProQuests </li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>less embargoed content </li></ul></li></ul></li></ul> <ul><li><ul><li>Ex Libris Primo Central </li></ul></li></ul> <ul><li><ul><li><ul><li>Unified + federated search</li></ul></li></ul></li></ul> <ul><li><ul><li><ul><li>Content providers?</li></ul></li></ul></li></ul> <ul><li><ul><li>Deep Web Technologies (fed &amp; unified) </li></ul></li></ul> <ul><li><ul><li>Battle for supremacy </li></ul></li></ul> <p> 33. </p> <ul><li><ul><li>http://liv.summon.serialssolutions.com </li></ul></li></ul>