primo primer / metalib+ for mere mortals paul aloisio, systems librarian | [email protected]...
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Primo Primer / MetaLib+ for Mere Mortals
Paul Aloisio, Systems Librarian | [email protected]
Laura Morse, Manager of Library Systems Projects | [email protected]
Hank Sway, Systems Librarian | [email protected]
Office for Information Systems
ABCD-Library Working Group – April 17, 2012
Primo Primer | ABCD-Library | 4/17/2012
(One aspect of) the Search and Discovery Problem
• 2 catalogs of print and electronic materials• 100’s of individual databases
– Many too subject-specific in this era of cross-disciplinary research
• 1000’s(+) of individual journal websites• Google..• Wikipedia..• Too many places for library users to search!
Primo Primer | ABCD-Library | 4/17/2012
Solution, Phase 1: Federated / Meta-search
• Cross-search of multiple independent databases in a single discovery interface
• Remember Dogpile?• Harvard’s implementation: E-Research
(MetaLib by Ex Libris)• Cons: slow, user still required to select
resources to search
Primo Primer | ABCD-Library | 4/17/2012
Solution, Phase 2: Mega-aggregate Indexes and Next-gen Discovery
• Single index of a vast body of scholarly content from a variety of publishers and content providers
• Results retrievable from a single search• More akin to Google Scholar• Separation of discovery and fulfillment
Mega-aggregate indexes and next-gen discovery interfaces, a gross oversimplification
ILSVendor
aggregated index (articles,
etc.)
Primo Central index
Summon index
WorldCat Local index
EBSCO Discovery index
Elsevier data; FirstSearch data
EBSCOhost data
Vendor aggregated index (articles, etc.)Not to scale
Catalog data (sometimes)
Other local data (sometimes)
Next gen interface
OPAC
Examples:PrimoSummonWorldCat LocalEBSCO DiscoveryOpen source
Primo Primer | ABCD-Library | 4/17/2012
Primo Primer | ABCD-Library | 4/17/2012
Definition: Ex Libris Group
• A leading company in the library automation services marketplace
• Creator of many products currently in use at Harvard, including the ALEPH integrated library system
Primo Primer | ABCD-Library | 4/17/2012
Definition: Primo Central Index
• Ex Libris’ “... mega-aggregation of hundreds of millions of scholarly e-resources of global and regional importance. These include journal articles, e-books, reviews, legal documents and more that are harvested from primary and secondary publishers and aggregators, and from open-access repositories.”
• http://www.exlibrisgroup.com/category/PrimoCentral
Primo Primer | ABCD-Library | 4/17/2012
Definition: Primo
• A discovery framework that allows users to import data (encoded in MARC, EAD, etc.) for indexing and display purposes (like HOLLIS)
• NOT the service Harvard has implemented• “Primo® is a one-stop solution for the
discovery and delivery of local and remote resources, such as books, journal articles, and digital objects.”
• http://www.exlibrisgroup.com/category/PrimoOverview
Primo Primer | ABCD-Library | 4/17/2012
Definition: MetaLib+
• A hosted Primo SaaS environment with access to the Primo Central Index
• Harvard DOES have a full implementation of this service
• “MetaLib+ is a cloud-based Primo service for electronic material discovery, providing instant access to the Primo Central Index with its vast coverage of scholarly content.”
• http://www.exlibrisgroup.com/category/MetaLibPlus
Primo Primer | ABCD-Library | 4/17/2012
Definition: MetaLib
• Federated / meta-search across multiple independent databases
• Also a resource finder/locator
Primo Primer | ABCD-Library | 4/17/2012
Definition: SFX
• Ex Libris’ OpenURL Link Resolver or “Citation Linker”
• The purple Find it @ Harvard button• Bridge between a known citation and its
online location(s)• Related article recommender service (bX)
Primo Primer | ABCD-Library | 4/17/2012
PCI/MetaLib+ : A Few Advantages
• Speed!• Relevancy Ranking• Improved search refinements/facets and
filtering• Integrated recommendations• My Research• Direct export to RefWorks/EndNote
Primo Primer | ABCD-Library | 4/17/2012
PCI/MetaLib+ : A Few Oddities
• Creation Date facet• Interface usability: open questions
– Lack of “single record view”
• Does not play well with Zotero (Firefox extension / citation management tool)
Primo Primer | ABCD-Library | 4/17/2012
What is in PCI again?
• Descriptive data about traditional stuff– Journal articles, Books, Newspapers
• Less traditional (a.k.a. interesting) stuff– News broadcast transcripts, maps, data sets,
video, images, theses
• Some hard to find stuff– Government reports, discussion papers, trial
transcripts, oral histories, diaries
Primo Primer | ABCD-Library | 4/17/2012
What are you really searching in PCI?
• It depends on the provider and collection– Some material has the full text indexed – Other material only has brief descriptive data– Other material may include abstracts and
subject heading data
Primo Primer | ABCD-Library | 4/17/2012
Examples
• ACM Digital library – Full Text and Subject headings
• JSTOR– Subject headings only
Primo Primer | ABCD-Library | 4/17/2012
Types of searches - comparison
• Looking for a specific Article– Homogenization of a class of nonlinear
eigenvalue problems Proceedings of the Royal Society of Edinburgh: Section A Mathematics / Volume 136 - Issue 01 - pp 7 - 22
Primo Primer | ABCD-Library | 4/17/2012
Primo Central Index - duplicates
• Found 3 copies of the article• Differences in descriptions – including who
the lead author was!• Cambrige University Press (publisher):
– Baffico, L ; Conca, C ; Rajesh, M
• Web of Science– Baffico, L ; Conca, C ; Rajesh, M
• Ingenta– Rajesh, M.
Primo Primer | ABCD-Library | 4/17/2012
Google Scholar
Primo Primer | ABCD-Library | 4/17/2012
Google Scholar – removed duplicates
• Collapsed versions of Article• Provided citation analysis – who cited this• Link to Full Text
Primo Primer | ABCD-Library | 4/17/2012
What about a broad search?
• Search for Blood Cancer
Primo Primer | ABCD-Library | 4/17/2012
Primo Central Index - relevant
• Returned result with ‘blood cancer’• Seems pretty relevant
Primo Primer | ABCD-Library | 4/17/2012
Google Scholar
Primo Primer | ABCD-Library | 4/17/2012
Google Scholar – not as relevant
• Looked for both terms, blood and cancer, but not the phrase
Primo Primer | ABCD-Library | 4/17/2012
MetaLib Quick Search – less relevant
• MetaLib search results are presented by year – Relevance feature is disabled in Harvard’s
implementation• There are also a limited number of records to
do ranking on– 193 records retrieved in MetaLib vs. 1 million+ in
PCI vs. 2 million+ in Google Scholar
Primo Primer | ABCD-Library | 4/17/2012
Which to use?
• Google Scholar– Good for finding a known article
• Primo Central Index– Broadest types of materials
• MetaLib– Good links to native databases
Primo Primer | ABCD-Library | 4/17/2012
NISO
• What is NISO, anyway?• National Information Standards
Organization• a non-profit association accredited by the
American National Standards Institute (ANSI)
• identifies, develops, maintains, and publishes technical standards to manage information
Primo Primer | ABCD-Library | 4/17/2012
NISO, continued
• NISO standards apply both traditional and new technologies to the full range of information-related needs, including retrieval, re-purposing, storage, metadata, and preservation.
• Trivia Time!
Primo Primer | ABCD-Library | 4/17/2012
NISO, continued
• ANSI/NISO Z39.50Information Retrieval : Application Service Definition & Protocol Specification
• ANSI/NISO Z39.93The Standardized Usage Statistics Harvesting Initiative (SUSHI) Protocol
• ANSI/NISO Z39.9International Standard Serial Numbering (ISSN)
Primo Primer | ABCD-Library | 4/17/2012
NISO Initiatives
• What is not working and how does that affect stakeholders?
• Does this relate to other existing efforts? Is a shift in one/more of them required or is a new effort needed?
• Who will benefit from the deliverables?• Who needs to participate?• What does the initiative need to do; what does it
NOT need to do• How can uptake of the deliverable be encouraged?
Primo Primer | ABCD-Library | 4/17/2012
NISO Deliverables
Balance: no single interest category constitutes a majority of the membership / voting pool / working group: producer, user, general interest
Recommended PracticeStandard
Consensus: respond to all comments and make efforts to resolve negative votes, even if proposal is approved
Open process: allowing members and the community to have confidence in NISO standards.
Primo Primer | ABCD-Library | 4/17/2012
NISO Open Discovery Initiative
• Current discovery services are primarily based upon indexes derived from journals, ebooks and other electronic information of a scholarly nature
• The content comes from a range of information providers and products--commercial, open access, institutional, etc.
Primo Primer | ABCD-Library | 4/17/2012
NISO ODI Goals
• Define standards and/or best practices for the new generation of library discovery services that are based on indexed search
• Establish a more standard set of practices for the ways that content is represented in discovery services and for the interactions between the creators of these services and the information providers whose resources they represent.
Primo Primer | ABCD-Library | 4/17/2012
Balance of Constituents
Libraries
Publishers
Service Providers
Marshall Breeding, Vanderbilt UniversityJamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard UniversityKen Varnum, University of Michigan
Anya Arnold, Orbis Cascade Alliance
Sara Brownmiller, University of OregonLucy Harrison, College Center for Library Automation (D2D liaison/observer)
Lettie Conrad, SAGE PublicationsBeth LaPensee, ITHAKA/JSTOR/PorticoJeff Lang, Thomson Reuters
Linda Beebe, American Psychological Association
Aaron Wood, Alexander Street Press
Jenny Walker, Ex Libris GroupJohn Law, Serials SolutionsMichael Gorrell, EBSCO Information ServicesDavid Lindahl, University of Rochester (XC)
Jeff Penka, OCLC (D2D liaison/observer)
Primo Primer | ABCD-Library | 4/17/2012
Project Outline
• Identify stakeholders’ needs & requirements
• Create recommendations & tools to streamline process
• Provide effective means of assessment
Primo Primer | ABCD-Library | 4/17/2012
Specific Deliverables• Standard vocabulary
• NISO Recommended Practice:– Data format & transfer– Communicating content rights– Levels of indexing, content availability– Linking to content– Usage statistics– Evaluate compliance
• Plan to disseminate this information to stakeholders
Primo Primer | ABCD-Library | 4/17/2012
Timeline
Milestone Target Date Status
Appointment of working group December 2011
Approval of charge and initial work plan March 2012
Agreement on process and tools June 2012
Completion of information gathering October 2012
Completion of initial draft January 2013
Completion of final draft May 2013
Primo Primer | ABCD-Library | 4/17/2012
Next steps
Summer-Fall 2012:
• Determine processes & tools
• Gather information from stakeholders
Primo Primer | ABCD-Library | 4/17/2012
Connect with ODI
• Project website:http://www.niso.org/workrooms/odi/
• Interest group mailing list:http://www.niso.org/lists/opendiscovery/
• Email ODI:[email protected]
Primo Primer | ABCD-Library | 4/17/2012
Slide Acknowledgement
• Much appreciation to Nettie Legace (NISO), Jamene Brooks-Kieffer (Kansas State University), and John Law (Serials Solutions) for sharing the slides NISO and ODI from ER&L!
Primo Primer | ABCD-Library | 4/17/2012
Questions/Comments?
Thank you.
Paul Aloisio, Systems Librarian | [email protected]
Laura Morse, Manager of Library Systems Projects | [email protected]
Hank Sway, Systems Librarian | [email protected]
Office for Information Systems
ABCD-Library Working Group – April 17, 2012