one bureau’s experience with discovery, search and browse
TRANSCRIPT
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One Bureau’s experience with Discovery, Search and Browse
Richard Huffine, LibrarianConsumer Financial Protection Bureau2017 OCLC WMS Users Group
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¡ In 2015, the CFPB Library adopted WMS and its discovery solution that integrated the management of both print and electronic resources.
¡ Implementation allowed the CPFB Library to expose their collections both to internal users and to the library community through WorldCat.
¡ The integrated catalog and discovery allows catalog records to co-exist with collection-level information, making discovery seamless regardless of form and format.
¡ As a new Bureau (created in 2010), CFPB did not have a library catalog prior to the adoption of this strategy so there was no migration of information from one system to another.
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¡ Discovery services allow libraries to identify the sources and services available to their users and a central index is built based on that profile.
¡ That profile is a Knowledge Base and Related Tools (KBART) file
¡ All discovery services generate KBART files:§ Primo§ Summon§ OCLC Discovery§ EBSCO EDS§ vuFind (Open Source)
¡ For most discovery solutions, the KBART file drives search, display, link resolution and an A to Z list service.
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Integrated print and digital availability; one is an OCLC record, the other from a purchased collection (Safari)
Reflects availability; supports ILL requesting of materials not held by CFPB
Faceted results allow you to narrow by format and select only things immediately available if necessary.
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For items not held by the CFPB, a simple Interlibrary Loan request form allows staff to submit a request directly to the ILL workflow system.
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¡ The discovery service as integrated into the internal Website of the Bureau and branded “Find It Now”
¡ The service is also integrated into Google Scholar.
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¡ For many libraries today, the challenge of discovering what the library has is one of too many options
¡ Many libraries have journals available from a number of vendors:§ Publishers§ Aggregators§ Historical Collections
¡ To find what they have, libraries have implemented discovery services to broker requests across the myriad of platforms they support.
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¡ We found that these discovery pathways didn’t replace the kinds of serendipity that our users needed in order to understand the breadth and depth of our collections
¡ We found a service that could augment our search and discovery services with a browse interface to our journals
¡ Users can now find journals by subject, keyword, and also by ranking.
¡ The can also set up their own virtual “bookshelves” to follow specific titles that they read regularly.
¡ The system integrates with the KBART maintained by our discovery provider so no additional management is required to expose our materials in a new way.
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Subjects in RedJournals in BrowZine in BlueTitles outside BrowZine in Grey
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• Clicking on a Grey link takes users to the WMS discovery interface for that title.
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1. Link out to current articles2. Add to bookshelf3. Select earlier issues4. Browse the subject
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Linking to titles with embargoes can be routed to interlibrary loan forms or directed to library staff to assist with obtaining copies.
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¡ Browse can be done on the desktop or on mobile devices.
¡ Employees use a “pairing service” to connect the app to the Agency account. Once paired, bookshelves are synced across platforms in real time.
¡ Authentication to full text resources can be done by proxy service or by registering the browse service IP addresses with providers.
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¡ Providing browse in addition to search and discovery helps employees have “ownership” in the titles we provide that they are most interest in.
¡ Subject categorization and journal ranking help employees find relevant titles they may not know are available.
¡ The graphical view of journal covers makes the broad availability a real and tangible reality of our users and demonstrates support for their research.
¡ Using the KBART produced for discovery and integrating with proxy services and interlibrary loan forms extend the value of those investments and helps make our tools work together seamlessly.