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Implementing Web Scale Discovery without a Map
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College Center for Library Automation
Configuring Discovery Tools
• Questions to ask:– What’s under the hood?– What’s involved in setting it up?– What do I have to do to maintain it?
• Answers depend upon your configuration and your vendor
College Center for Library Automation
Configuring Discovery Tools
Components of a Discovery Tool:• User Interface – The “front end” that the user
searches and retrieves information
College Center for Library Automation
Configuring Discovery Tools
Components of a Discovery Tool:• ILS (Integrated Library System) – The system that
manages your library’s physical holdings.
College Center for Library Automation
Configuring Discovery Tools
Components of a Discovery Tool:• Other Library-Related Data – Digital collections,
institutional repositories, HaitiTrust, etc.
College Center for Library Automation
Configuring Discovery Tools
Components of a Discovery Tool:• Link Resolver – Software that is used to link article
citations directly to their corresponding articles within authorized databases. Also contains a file of all journals an institution has access to via online databases and/or print collections.
College Center for Library Automation
Configuring Discovery Tools
Components of a Discovery Tool:• Discovery Tool Repository – A HUGE database of
article records, eBook records, etc. that the vendor collects from:– Their own databases they manage (EBSCO, ProQuest)– Other databases that share their records (Gale, MedLine,
ERIC, Springer)– Publishers
College Center for Library Automation
Configuring Discovery Tools
Discovery ToolUser Interface
ILS Records
Other Records
Vendor Repository (Article citations, eBook records, etc.)
Link Resolver
College Center for Library Automation
Configuring Discovery Tools
So, what needs to be configured?• User Interface – This includes:• the front page of system• limiters to the initial search • facets to narrow the results• brief and full record display
– Specialized search boxes or widgets.
College Center for Library Automation
Configuring Discovery Tools
• ILS and other databases– Need to have a mechanism to “publish” the
records from your ILS and other sources into the discovery tool. • Usually provided by the vendor.• If the data is constantly changing, such as the data from
the ILS, this needs to be done at frequent intervals.• Need to establish a way for the discovery tool to link
back to the ILS for information regarding availability.
College Center for Library Automation
Configuring Discovery Tools
• Vendor Repository– Cannot control the data itself. (i.e., if there is a
citation that is incorrect, that must be changed by the vendor and/or with the source that the vendor obtained the record.)
– Can control which citation collections are accessed when a search is performed. In some cases, more is better.
College Center for Library Automation
Configuring Discovery Tools
• Link Resolver– Crucial piece that allows the discovery tool to
work.– The knowledgebase file of the link resolver is
used to determine which citations to display and whether a full-text article is available.
– It also links the citation to the article within a subscription database.
– It is imperative that the link resolver data is accurate and is configured correctly.
College Center for Library Automation
Contact Information
Dave WhisenantLibrary Services ConsultantCollege Center for Library Automationemail: [email protected]: dawhisenantPhone: 850-922-6044
