John McDonaldLibrary

Claremont University ConsortiumNovember 20, 2009

SherlockThe Summon Experience at Claremont

What our users need

One-stop shop for library-wide search

A comprehensive full text only search

What we need

Persistent and iterative process

Jumpstart innovation

Integration of discovery tools

Library Enterprise

InterfaceHigh Usability, Intuitive, Robust, Relevant

Catalog Digital Library

Licensed Content

Open Web

Non Licensed Content fi

nanc

ial

stud

ent

adm

in

Digital Preservationinsurance, recovery, immutability

The Force is with us…

Core Team:Sam, Sheree, Candace

Contributors: Charlie, Adam, Gale, Alex, Jason

John

Evaluation Matrix

Saving Browsing Limiting Communication Back End Customization Cost

Search History Faceted Browsing

Limits/Facets in Results PURL Rename/Define

FacetsCustomize

Display Price

Saved Searches

Easy Navigation "Limit to" Indexibility Change Facet

Order My Library/RSS Subscription Fees

Multiple Saved Lists Clean Displays Limit to Source

Choice RSS Feeds Customize Results User Tags Enhancement Fees

Export to BibManagers

Disply Like Items Share with Customize

Relevancy Ranking User Reviews Customer Support

PURL Links to Like Items Image displays Integrate Systems

(LibraryThing) User Ratings Staff time/cost initially

Help/ Assistance

Resort Options Metadata about

SearchesEase of

Implementation Staff time/cost ongoing

Suggestions Book Reviews ILS Compatibility Feature creep

FRBR User Reviews Flexible, adaptable

Browse other Sources User Tags

(local/national)Language

customizability

Format Icons

Results

Joined in beta program for Summon

• Provides us with licensed content options

• Eliminates federated search

• Streamlines database selection

• Incorporates local content

Implementation

• Provided content streams (catalog, digital library)

• Content ingested by Summon

• Released Summon in beta form to students at start of Fall semester

• Planned release of additional interface overlay as our Sherlock 2.0 upgrade for Spring semester

• Staff time and costs

Will the rebellion win?User pros

– Content• Extensive coverage of our collection• Cancel A/I only databases that

overlap• Reduce database choice confusion

– Usability• One stop shop• Use as a recommender to native

interface–Increase use, increase diversity of

selection• Faceting• No learning curve

Will the empire strike back?Librarian cons

– Content• Data problems• Coverage of the collection

– Usability• ‘Less advanced’ option• Non intuitive/dynamic faceting• Native interface algorithms better suited to

database content• Barrier to entry/understand• Expected magical elixir (higher standard

being applied)

Aspect Google Scholar Summon Functionality

Simple. Easy. Fast. ✔ ✔

Limit to available full text ✔ ✔

Refine results by facet -Content type, Subject, Date ✔

Mouseover for abstract/TOC ✔

Content

Searches all library resources Not nearly all Almost allComprehensiveness ??? > 500 million records

Open access content More Some

Export

Folder/Export multiple records ✔

Format citations in common styles ✔

Export to citation manager ✔ ✔

Demo

• Summon @ Claremont