Encore Presentation - ACRL/NEC ITIG Annual Meeting

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Authors: Trish Schultz, Technical Services Librarian and Laura Kohl, Reference Librarian, Bryant University - Meeting held at Salve Regina University, June 2008

Transcript of Encore Presentation - ACRL/NEC ITIG Annual Meeting

In the fast paced, social networking world of the next-gen…

libraries are revitalizing themselves with fresh

and innovative methods and technologies

To Do:

why?Libraries are focusing on users

what they want, what they need

by revamping the traditional catalog with a fresh, hip look and feel

how?

it provides a single place to search while

adding community and web 2.0 features

with what?

encore

What is encore?New interface on top of current catalog–Works with Innovative’s Web Pac catalog–Aleph & Unicorn catalogs from Ex Libris–Voyager catalog from SirsiDynix

Encore’s Development• May 2006 Innovative announces intention to

develop Encore• Development partners – Give III feedback;

“first wave” partners•Binghamton University [SUNY] •Deakin University (Australia)•Deschutes Public Library•Georgetown University•Michigan State University •Nashville Public Library•Scottsdale Public Library System•Springfield-Greene County Library

•Tri-College Library Consortium• University of Glasgow• University of Kentucky• University of Queensland Library• Westerville Public Library• Yale University's Lillian Goldman Law Library

HELIN’s Participation• HELIN Board of Directors initial exposure at ALA

and later attended a III director’s symposium in March, 2007.

• 2nd Wave Development Partner– “react to and refine the current feature set under

development and work with the rest of the team to identify candidate features and functionality for subsequent release phases.” – III Press Release

• Larger consortium – unique needs

How do our patrons “discover” by using Encore?

Keywords Our patrons don’t need to know they are doing a keyword search

Google-like single search box

Too many choices before the search begins…

A patron searching for the:History of Rhode Island

As a subject search in the traditional catalog

Same search in Encore

Did You Mean?• Spell Check– When no or very few results are found.– Suggestions generated by keyword index rather

than a generic dictionary

Results ScreenAJAX Technology

The ENCORE Results List

Result Summary - Total number of results

Sort Options - Title or Date (Relevance is the default setting)

Result Page Navigator - To jump from page to page

RightResult Groupings - Algorithm= weight of search terms in the record data, material type, adjacency of terms, signal bars, more weight given to journals and items with ERM records.

Brief View of each result - hyperlinks to view full record, search the author, request books or view copies of item

RightResult Algorithm Group 1 – highest relevance results for search

terms; serial and ERM resources are given added weight.

Group 2 – search terms are found together as a phrase in a significant field in the record.

Group 3 – contains the other matches for an adjacency search

Group 4 – contains results where non-adjacent keywords are found in significant fields

Group 5 – contains all remaining records where all terms are found somewhere in the record but not adjacently

Brief View of Record in ENCORE• Book Cover linkage and information will be dependent on library’s content service(2.0 release)

•Ex. Content Café

•Title of item links to the detailed view

•Author performs a new keyword search with the author information

•Material Type is indicated with an icon or text if none is available

•Holdings information is displayed

•Request this title link

Recent Acquisitions

Record Details Display•Includes all information from Brief View of Record except for author hyperlink

•Holdings Information:

•Location•Call #•Status

Non III systems may not display status, but have a link to click for status instead.

•Find Out More

•INN-Reach System Link

Results Scroll Bar

Other Options• Popular Choices - instead of recent acquisitions• Federated Search Results – 5 library databases

or other free resources display results of same search on the screen – Research Pro (MetaLib & WebFeat next)

• Yahoo Images Results – top 3 results are displayed right on the results page

• Community Tagging – available in the detailed view of the record– Restrict by patron type, log-in, delete tag, report

abuse

Persistent URL

Hyperlinked Call #s

Hyperlinked Author

Hyperlinked Series

Hyperlinked Location - Maps

Hyperlinked Add Authors

What’s the “Classic Catalog” got that Encore doesn’t?Stuff us librarians LOVE.

Remember the intended audience… not librarians… but our patrons…

Z39.50

Marc Record Display, Save Record, etc.

use what’s in the margins-

facets and

tag clouds

how do users narrow down and

refine their search results?

with Encore 2.0 changes will be made to facets

facets appear on the left side of the results page and include:

Format Collection language

Publish Date

Search Found In

facets are derived from codes contained within the

bibliographic records &ILS indexing

What data causes facets to display?

for example:the code contained within the material type field in the bibliographic record

displays the various FORMAT categories.

in the traditional catalog, a user has to know where to go in order to limit a search

what good are they? With just 1 click, facets provide users a means to narrow down and limit results. The best part, users don’t even have to look for them-

they’re automatically produced and right there!

in encore, it’s all right here

Keep in mind- only one selection can be chosen from each grouping of facets

have you selected many facets, but the results just aren’t what you were looking for…

the tag cloudappears on the right

side of the

results page, and can be expanded

by clicking

what’s great about tags? tags provide a way for users to “discover” alternate subjects, reflected

in their search, that they might not have even thought of ;tags also allow users to retain their original search term(s ) while further

refining their results a user is assigned to do a research paper on Joan of Arc, s/he begins by searching the catalog for “joan of arc”

unsure of who she was and what to focus on- the user can click on the tag cloud to get some ideas

ultimately, enabling the user to narrow down their search results

where do the words in the tag cloud come from?

they are derived from subject headings contained within

the bibliographic record

the more or less these subject terms appear within a

result set, the smaller or larger their font displays

in the tag cloud

Encore 2.0 featuresthat are in a final testing stage prior to general

release: • Locations Served Functionality• Location Facet• Location Facet Obeys Locations Served Table• Patron Login• Requesting in Encore• ASRS Requesting (Automated Storage and Retrieval Systems)• Patron Record Alerts• Community Tagging• Suppress Request link for non-requestables• ISBN search

•Research Pro authentication• Yahoo Image search• Internationalization• Book jackets for media materials• Full ERM details integration (e.g. license information)• Tracking Encore Usage using Google Analytics• Display of the table of contents based on MARC data• Improved look & feel• Continued improvements to the Did You Mean function

The list of enhancements the Encore team will be working on for the rest of the year:

• Harvesting into Encore from OAI compliant targets• Research Pro Lite (simple federated search purely within the Encore environment)• Other federated search product integration (MetaLib & Webfeat to start)• Content Cafe enriched content support

• Usage statistics• Integrated user help• Community Reviews & ratings in Encore• Pathfinder Pro integration for context-sensitive linking• More facets• Alternate designs• Amazon linking support• Encore for INN-Reach central systems

Let’s Check it Out!