Catalog Transformed:Catalog Transformed:From Traditional to Emerging Models of UseFrom Traditional to Emerging Models of Use
Andrew K. PaceNCSU Libraries
Feb. 7, 2006
Classic Integrated SystemClassic Integrated System
MARC Records
item holdings
serial holdings
Patron Records
circtransactions
reserve records
Acquisitions Records
• websites (856)
• e-books
• e-journals
• databases
• datasets
WEBPACPatron self-
service
Serials Control Records
Dis-integrated Library SystemDis-integrated Library System
• websites (856)
• e-books
• e-journals
• databases
alpha list of databases
subject list of databases
e-journal finder
Serials Solutions
TDNet
web subject guides
• Licensing Files
• ILL Files
• Collection Management Files
• Helpdesk Files
• Statistical Files
institutional repository
Authentication & Authorization
MyLibrary alert services
SFX
The library system puzzleThe library system puzzle
Catalog
Serials
A&I / FT DBs
“Web”
Catalog
Serials
http://www.lib.ncsu.edu/ematrix
licensing
statistics
subscript-ion info
technical support
remote access
evaluative data
PR
ES
EN
TA
TIO
N
LA
YE
R
ADMINISTRATIVE
METADATA
E-MATRIX
I
L
S
Other Databases:E-journal finderETDsInstn’l RepositoryEtc.
DATA HOOKS
Website
Catalog
E-resources
Alert Services
Local DBs & Collections
Digital Archives
DataRepos-itories
vendor data
Evaluative Tools
E-Matrix
Who is working on ERM?Who is working on ERM?
• CARL / TLC – Gold Rush
• EBSCO Electronic Journal Service
• Elsevier / Endeavor – Meridian
• Ex Libris – Verde
• Innovative Interfaces – ERM module
• Serials Solutions – ERMS
• SirsiDynix – Serials Solutions Partnership
• TDNet – e-Resource Manager
• VTLS – VERIFY
Vendors
What hath disintegration wrought?What hath disintegration wrought?
WebFeat
Muse Global
The Online CatalogThe Online Catalog
"Most integrated library systems, as they are currently configured and used, should be removed from public view."
- Roy Tennant, CDL
What ILS Catalogs Do Well…What ILS Catalogs Do Well…(liberally stolen from Roy Tennant)(liberally stolen from Roy Tennant)
• Inventory control: What and where
• Known item searching
• Any search other than known item• Most Anything other than books (serials, e-
resources, articles, digital objects)• Logical groupings of results (e.g. FRBR)• Faceted browsing• Relevance ranking• Sideways searching (suggestions,
expansion of searches and search targets)
What ILS Catalogs Don’t do Well…What ILS Catalogs Don’t do Well…(liberally stolen from Roy Tennant, and augmented by me)(liberally stolen from Roy Tennant, and augmented by me)
Endeca purchase decisionEndeca purchase decision
• Lots of topical searches and poor subject access– Keyword gives too many or too few results
– leads to general distrust– Misunderstanding of authority headings
• No relevancy ranking of results
• Needed more responsiveness (speed)
Pursuit of FeaturesPursuit of Features
Endeca, et al• Speed• Relevance Ranking• Faceted Browsing• True Browsing (LC)• Spell-checking• Automatic stemming• “Did you mean…”
Unicorn / Web2• As if…• Last-in / First-out• Authority index links• Query required• Dictionary lookup only• No• No
Pre-Endeca Catalog SearchPre-Endeca Catalog Search
• 6 search tabs• 14 radio buttons• 1-4 drop down
boxes
Endeca Catalog SearchEndeca Catalog Search
• 3 search tabs• No radio buttons• 2 search boxes• Keyword search default
10. Library of Congress Classification
9. Availability
1. Subject: Topic2. Subject: Genre3. Format4. Library5. Subject: Region6. Subject: Era7. Language8. Author
NextGen Library Search ToolsNextGen Library Search ToolsThe Next Generation catalog: more than just a facelift
– RedLightGreen (RLG)– OCLC Fictionfinder– Vivisimo clustered search – Aquabrowser visual context – Endeca Guided Navigation / Information Access Platform– Innovative Interfaces “OPAC Pro” and Encore– Ex Libris “Primo”– Polaris, AJAX-Enabled OPAC– SirsiDynix EPS, FAST, something “top secret”– Talis, et alWeb Services– OCLC Custom Worldcat– Georgia Pines, Koha, and the Library 2.0 Bandwagon
NGC4LIB
The library system puzzleThe library system puzzle
Catalog
Serials
A&I / FT DBs
Web
Digital Repositories
ERM Systems
Guided Navigation
Legacy ILS
Metasearch
IR
GS
The library system pileThe library system pile
• “Seams serve as perceptible boundaries that provide points of reference; without such boundaries readers get ‘lost at sea’ and don’t know were they are in relation to anything else; they can’t perceive either the extent of what they have or what they don’t have.”
-Thomas Mann
Future PlansFuture Plans• Ongoing tweaks:
– Continued usability testing; more bling– Relevance ranking algorithms & spell correction thresholds– Additional browsing options
• Endeca 2.0 ideas– FRBR-ized display (using OCLC work identifier)– Natural language entry points– Patron-generated refinements (folksonomies?)– Enrich records with supplemental Web Services content – more
usable TOCs, book reviews, etc.– The death of authority searching (not authority work!)– More integration with QuickSearch, other data repositories, and
third-party discovery tools: pointing content outward– Using Endeca for more kinds of content