ltr: Vol. 47 Issue 1: p. 60
Chapter 8: For More Information
Jason Vaughan

Abstract

Web scale discovery services for libraries are services capable of searching quickly and seamlessly across a vast range of local and remote preharvested and indexed content, providing relevancy-ranked results in an intuitive interface expected by today's information seekers. The first of these services debuted in late 2007, with the majority of services reaching initial public release in 2010. This report reviews web scale discovery services tailored to the library environment and explores why libraries should take notice of these tools.

This report describes in detail the content, interface, and functionality of web scale discovery services developed by four major library vendors: OCLC, Serials Solutions, Ebsco, and Ex Libris. Each of these services is evolving rapidly, indicative of their open framework design and an ongoing expansion of indexed content as additional publisher and aggregator agreements are brokered. Although many similarities among the services are apparent, this report also outlines some observed differences, though these differences are becoming hazy as each vendor adds new functions, features, and content.

To help individual libraries evaluate which service will best meet the needs of the library and its community, this report provides detailed evaluation questions and concludes with a section providing additional background information on each service.


Representative Overviews: User Preferences and Expectations

Bates, Marcia J. Improving User Access to Library Catalog and Portal Information, final report, version 3. Washington, DC: Library of Congress, 2003), www.loc.gov/catdir/bibcontrol/2.3BatesReport6-03.doc.pdf.

Bibliographic Services Task Force. Rethinking How We Provide Bibliographic Services for the University of California: Final Report. University of California Libraries, 2005, http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf.

Calhoun, Karen. The Changing Nature of the Catalog and Its Integration with Other Discovery Tools: Final Report. Washington, DC: Library of Congress, 2006), www.loc.gov/catdir/calhoun-report-final.pdf.

Horizon Report. The Horizon Report is a collaboration between the Educause Learning Initiative and the New Media Consortium. It is published annually and highlights trends to watch, including topics related to discovery within the library environment. The most recent edition is Larry Johnson, Alan Levine, Rachel S. Smith, and Sonja Stone, The Horizon Report, 2010 Edition (Austin, TX: New Media Consortium, 2010), www.educause.edu/ir/library/pdf/CSD5810.pdf. Past issues are also available online.

OCLC Online Computer Library Center. College Students’ Perceptions of Libraries and Information Resources. Dublin, OH: OCLC. 2006, www.oclc.org/reports/pdfs/studentperceptions.pdf.

OCLC Online Computer Library Center. Online Catalogs: What Users and Librarians Want. Dublin, OH: OCLC, 2009, www.oclc.org/reports/onlinecatalogs/fullreport.pdf.

Schonfeld, Roger C., and Ross Housewright. Faculty Survey 2009: Key Strategic Insights for Libraries, Publishers, and Societies. New York: Ithaka S+R, 2010, www.ithaka.org/ithaka-s-r/research/faculty-surveys-2000–2009/Faculty%20Study%202009.pdf.


Representative Overviews: Next-Generation Library Catalogs, Library Web Scale Discovery, and Metadata

Breeding, Marshall. Library Technology Guides: Key Resources in the Field of Library Automation. Rich website with information and news tracking related to several topics, including integrated library systems, next-generation library catalogs, and library Web scale discovery services. Online at www.librarytechnology.org.

Breeding, Marshall. “Next-Generation Library Catalogs.” Library Technology Reports 43, no. 4 (July/Aug. 2007).

Charleston Advisor. A quarterly periodical that frequently has information on databases and discovery services for libraries, including Web scale discovery. Available online: www.charlestonco.com.

de Groat, Greta. Future Directions in Metadata Remediation for Metadata Aggregators. Washington, DC: Digital Library Federation, Feb. 2009. Available online at www.diglib.org/aquifer/dlf110.pdf.

NewsBreaks & The Weekly News Digest, edited by Paula Hane. Published several times weekly by Information Today, this resource frequently has information related to databases and discovery services for libraries, including Web scale discovery. Online at http://newsbreaks.infotoday.com.

Schaffner, Jennifer. The Metadata Is the Interface: Better Description for Better Discovery of Archives and Special Collections, Synthesized from User Studies. Dublin, OH: OCLC Research, May 2009. Online at www.oclc.org/research/publications/library/2009/2009-06.pdf.

Smart Libraries Newsletter. A monthly periodical that frequently has information and news on integrated library systems, next-generation library catalogs, and library Web scale discovery services. Online at www.alatechsource.org/sln/index.


Library Journal Archived Webcasts

Free registration is required to participate in scheduled webcasts or view archived webcasts. Many recent webcasts, listed below, have focused on Web scale discovery for libraries. These webcasts are sponsored by Library Journal and a discovery service vendor (Serials Solutions or Ex Libris, as indicated below). Despite corporate sponsorship, many of the webcasts highlight information relevant to all Web scale discovery services. Online at www.libraryjournal.com/csp/cms/sites/LJ/Tools/Webcast/index.csp.

“Defining Web-Scale Discovery: The Promise of a Unified Search Index for Libraries.” Aug 18, 2009. Marshall Breeding, Eric Lease Morgan, and Andrew Nagy. Sponsored by Serials Solutions.

“Making the Difference in Discovery: Why ‘Web-Scale’ Defines True Discovery.” Sept. 16, 2010. Jonathan Miller, Andrew Nagy, Andrea Michalek, Mike Buschman, and John Law. Sponsored by Serial Solutions.

“Primo Central: The Ultimate in Next-Gen Discovery: Raising Research to a New Level.” June 16, 2010. Dale Poulter, Curtis Thacker, Tamar Sadeh, and Michael Kaplan. Sponsored by Ex Libris.

“Returning the Researcher to the Library: The Summon Service in Real Life.” Sept. 22, 2009. Scott Garrison, Paul Pival, Ron Berry, and Mike Buschman. Sponsored by Serials Solutions.

“The Success of Web-Scale Discovery in Returning Net-Gen Users to the Library: The Summon Service in Academic Libraries.” April 8, 2010. Doug Way, Jennifer Duvernay, and John Law. Sponsored by Serials Solutions.

“Understanding the New Discovery Landscape: Federated Search, Web-Scale Discovery, Next-Generation Catalog and the Rest.” May 6, 2010. Marshall Breeding, Helen Livingston, and Jane Burke. Sponsored by Serials Solutions.

“Understanding the Next-Gen User.” June 4, 2009. Joan Lippincott and Alison Head. Sponsored by Serials Solutions.

Note: Additional videos demonstrating discovery services are available on vendor websites. Some within this group are tutorial overviews; others are, for example, presentations given at library conferences. You can browse the vendor websites for more details, and sales representatives may be able to provide access to more archived presentations related to their particular Web scale discovery service.


Additional Selected Readings

Antelman, Kristin, Emily Lynema, and Andrew K. Pace. “Toward a Twenty-First Century Library Catalog.” Information Technology and Libraries 25, no. 3 (Sept. 2006): 128–138.

Bowen, Jennifer. “Metadata to Support Next-Generation Library Resource Discovery: Lessons from the eXtensible Catalog, Phase 1,” Information Technology and Libraries 27, no. 2 (June 2008): 6–19.

Morgan, Eric Lease. “Musings.” Several essays, including pieces on the topic of next-generation catalogs and Web scale discovery. Online at www.library.nd.edu/daiad/morgan/musings/index.shtml. The following are of particular interest:

Tam, Winnie, Andrew Cox, and Andy Bussey. “Student User Preferences for Features of Next-Generation OPACs.” Program: Electronic Library and Information Systems 43, no. 4 (2009): 349–374.

Ward, Jennifer, Pam Mofjeld, and Steve Shadle. “WorldCat Local at the University of Washington Libraries.” Library Technology Reports 44, no. 6 (Aug./Sept. 2008).



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