library resource discovery: marshall breeding independent consultant, founder and publisher, library...
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LIBRARY RESOURCE DISCOVERY:
Marshall BreedingIndependent Consultant,Founder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreeding
November 12, 2014NISO Webinar: Keyword Search="Improve Discovery Systems"
Next Steps
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Talking points
Current state of the industry NISO Open Discovery Initiative Discovery White Paper for NISO
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Emergence of Discovery
Online catalogs and specialized research databases
Metasearch Local discovery interfaces Index-based discovery …?
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Issues with index-based discovery Discovery services populated through
private agreements Uneven participation Library uncertainty regarding
performance and capability Interest in increased transparency
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Update on the NISOOpen Discovery Initiative
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Balance of Constituents
Libraries
Publishers
Service Providers
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Marshall Breeding, Vanderbilt UniversityJamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard UniversityKen Varnum, University of Michigan
Sara Brownmiller, University of OregonLucy Harrison, College Center for Library Automation (D2D liaison/observer)Michele Newberry
Lettie Conrad, SAGE PublicationsRoger Schonfeld, ITHAKA/JSTOR/PorticoJeff Lang, Thomson Reuters
Linda Beebe, American Psychological AssocAaron Wood, Alexander Street Press
Jenny Walker, Ex Libris GroupJohn Law, Serials SolutionsMichael Gorrell, EBSCO Information Services
David Lindahl, University of Rochester (XC)Jeff Penka, OCLC (D2D liaison/observer)
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ODI deliverables
Standard vocabulary NISO Recommended Practice:
Data format & transfer Communicating content rights Levels of indexing, content availability Linking to content Usage statistics Evaluate compliance
Inform and Promote Adoption
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ODI Timeline
Milestone Target Date Status
Appointment of working group Dec 2011
Approval of charge and initial work plan Mar 2012
Completion of information gathering Jan 2013
Completion of initial draft Jun 2013
Completion of final draft Sep 2013
Public Review Period commences Sep 2013
NISO Publishes Recommended Practice June 2014
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ODI Recommended Practices Metadata elements for content providers
to contribute to discovery service providers
Content providers disclose extent to which they participate with each discovery service
Discovery Service providers disclose what content is represented in index
Discovery services disclose any bias in search results or relevancy relative to business relationships
Discovery services provide use statistics
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ODI Standing Committee
Fulfilling recommendation of the ODI that NISO charge an ongoing committee to promote ODI best practices and related issues.
Discussions may include but are not limited to: brainstorming on ways to publicize and educate
the community on ODI answering any support questions checking on status of vendor support liaising with other standards efforts as applicable determining when is an appropriate time to
consider updating ODI
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ODI Standing Committee Roster
Laura Morse – Harvard University
Lettie Conrad – SAGE Aaron Wood – Ingram
Content Elise Sassone – Springer Jason Price – SCELC Jill O’Neill – NFAIS Julie Zhu – IEEE
Marshall Breeding – Independent Consultant
John McCullough – OCLC Michael McFarland –
Credo Rachel Kessler – Ex Libris Scott Bernier – EBSCO Steven Guttman –
ProQuest Ken Varnum – University of
Michigan Library
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Current State of Resource Discovery Four commercial index-based discovery
services Summon, EDS, WorldCat Discover Service,
Primo Many commercial and open source
discovery interfaces Library Portal products: BiblioCMS, Arena,
Iguana, etc Increasing penetration of commercial
products in academic libraries
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Web-scale Index-based Discovery
Search:
Digital Collections
Web Site Content
Institutional
Repositories
…E-Journals
Reference Sources
Search Results
Pre-built harvesting and indexing
Conso
lidate
d In
dex
ILS Data
Aggregated Content packages
Usage-generate
dData
Customer
Profile
Open Access
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Public Library Information Portal
Search:
Digital Collections
Web Site ContentCommunit
yInformatio
n
…Customer-providedcontent
Reference Sources
Search Results
Pre-built harvesting and indexing
Conso
lidate
d In
dex
ILS Data
Aggregated Content packages
Archives
Usage-generate
dData
Customer
Profile
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NISO Discover White Paper
Advise Discovery to Delivery Topic Committee on possible areas of future interest or activity
Overview of the current state of library resource discovery
Recommendations for next stages of ODI API ecosystem: extend and interoperate Discovery beyond the library Importance of Linked Data on future models of
discovery Extend keyword relevancy to leverage Linked
Data
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White Paper Status
Draft submitted to D2D Topic Committee Comments expected through November Review and Finalize Informal concepts: not yet a NISO
product Still working to fill in gaps or missing
topics
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Open Access / Open Source
Open source tools exist for discovery Interfaces: VuFind Blacklight
No open access discovery indexes High threshold of expense and difficulty to build
index Platform costs Software development Publisher relations Billions of content items to index and maintain
Opportunities to lower barriers to entry?
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Issues and concerns
No open access discovery index Uneven participation despite ODI (too
early?) Inherent limitations of library-centered
interfaces Patrons ignore library-provided tools Interest in discoverability and delivery
via global internet infrastructure Exploration of enhanced discovery
through linked data mechanisms
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Discovery White Paper Topics
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Integration of Discovery with Resource Management
Varying degrees of association Tightly Coupled: high level of difficulty to
mix discovery and management platforms Alma / Primo Intota / Summon OCLC WorldShare / WorldCat
Loosely Coupled: Kuali OLE / Any discovery Any Management product/ EBSCO Discovery
Service
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Integration expectations
Should there be better defined mechanisms for integration
Disclosure of integration support Recommended practices?
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Linked data
Not yet a fully operational method for library-oriented content Increasing representation of bibliographic
resources BIBFRAME stands to make great impact
Universe of scholarly resources not well represented
Will current expectations for content providers to make metadata or full text available for discovery expand to exposure as open linked data?
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OLD Projects Proliferate
VIAF: Virtual International Authority File Europeana (
http://pro.europeana.eu/linked-open-data ) Library of Congress: subjects and
authorities. (http://id.loc.gov/) National Library of Sweden: LIBRIS
Swedish Union Catalogue Zepheira: BIBFRAME, LibHub … Many others
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Tools and Technologies for Linked Data
Easily implemented components and toolkits for keyword-based discovery SOLR Elastic Search
Identify or package similar tools for linked data
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Hybrid models
Can index-based search tools be improved through Linked Data Browse to related resources Add additional hierarchies of structure to
search results
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Gaps in Discovery Remain
Coverage remains uneven Weak coverage in non-roman languages Systematic coverage of open access
materials Difficulty with known-item and precision
search Some new systems lack traditional catalogs
Inconsistent linking mechanisms
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Opportunities for Future Enhancements
Improved ecosystem of APIs Increased use of social and usage data to
improve relevancy and retrieval Non-textual search tools Expansion of discovery scope:
Research data Special collections / Archives
More sophisticated performance statistics Altmetrics
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Possible new topics for ODI
Address topics marked out of scope by initial ODI workgroup More conducive to A&I resources Relevancy Data exchange protocols
Initial phase described rather than prescribed transfer mechanisms
High threshold of difficulty remains for new services Interoperability with library resource management
systems Interoperability with university learning
management systems
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Discovery beyond Library Interfaces
Improved performance of library content through Google Scholar Same expectations for transparency?
Better exposure of library-oriented content Schema.org or other microdata formats
Better exposure of scholarly resources Open access & Proprietary
Embedded tools in other campus interfaces
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The future of Resource Discovery More comprehensive discovery indexes Stronger technologies for search and
retrieval Discovery beyond library-provided
interfaces Linked Data to supplement discovery
indexes
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Questions and discussion