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Opening the Door: using Endeca for a faceted catalog

Opening the Door: using Endeca for a faceted catalog. Emily Lynema NCSU Libraries MLC: Discovery & Access March 2, 2007. The Context. What is faceted navigation?. Why faceted navigation?. Information Foraging (Pirolli and Card)

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Opening the Door: using Endeca for a faceted catalog

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  1. Opening the Door:using Endeca for a faceted catalog Emily Lynema NCSU Libraries MLC: Discovery & Access March 2, 2007

  2. The Context MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  3. What is faceted navigation? MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  4. Why faceted navigation? • Information Foraging (Pirolli and Card) • People seek maximum benefit for minimal effort when searching for information • People look for clues to determine if they are on the right path • Faceted results provide clues • Help users help themselves MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  5. A question • “How is the new generation of library catalog being developed?” • informed and enhanced by search technologies developed outside of the library • based on how our users know how to search, not on how we want them to search • What does search look like for our users? MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

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  11. Existing OPACs are hard to use • Lots of topical searches and poor subject access • keyword gives too many or too few results – leads to general distrust among users • authority searching is under-utilized and misunderstood • Relevance = system sort order • Unforgiving on spelling errors, stemming • Response time doesn’t meet expectations of web-savvy users MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  12. Valuable metadata is buried • Subject headings are not leveraged in keyword searching • they should be browsed or linked from, not searched • Data from the item record is not leveraged • should be able to easily filter based on user’s changing requirements using item type, location, circulation status, popularity MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  13. What’s the big picture? • Improve the quality of the library catalog user experience. • Exploit our existing metadata infrastructure (make MARC work harder). • Build a more flexible catalog tool that can be integrated with discovery tools of the future. MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  14. Local Implementation: Endeca MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  15. What is Endeca? • Software company based in Cambridge, MA • Search and information access technology provider for a number of major e-commerce websites • Developers of the Endeca Information Access Platform MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  16. Why Endeca? • Customized relevance ranking of results • Better subject access by leveraging available metadata through facets • Improved response time • Enhanced natural language searching through spell correction, etc. • Browse MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  17. Demo MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  18. Relevance ranking • Based on a locally managed and customizable algorithm • Factors • Query as entered most relevant • Field match weighting (title > notes field) • Number of fields matched • Lots of other levers and dials to tweak MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  19. Availability LC Classification Subject: Topic Subject: Genre Format Browse tab: New Library Subject: Region Subject: Era Language Author Faceted navigation MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  20. True browse • Regain ability to browse catalog without entering any search terms MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  21. Added search tools • Automatic spell correction • “Did you mean…” suggestions • Automatic stemming • Bookmark-ability MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  22. The nitty gritty • Endeca co-exists with SirsiDynix Unicorn ILS and Web2 online catalog • Endeca handles keyword search • Web2 handles authority search and detail page display • Endeca indexes MARC records exported nightly from Unicorn • Endeca = discovery portion of the ILS MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  23. Outcomes MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  24. Usage statistics MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  25. Usage statistics MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  26. Usage statistics MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  27. Usage statistics MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  28. Usability testing • 10 undergraduate students • 5 with new Endeca-based interface • 5 with old catalog interface • Identical searching tasks • Data collected • Task difficulty/failure • Task duration MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  29. Usability testing MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  30. Usability testing MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  31. Usability testing • For students, relevance ranking is key. • July 06 – Jan 07: ~19% continued to page 2 • Faceted navigation is intuitive, even for students who don’t use it. • Beware of library jargon • “keyword anywhere”, “keyword in subject” • User behavior is influenced by previous experience. MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  32. Opening Doors MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  33. Freedom to build • Don’t underestimate the power to build… • ‘CatalogWS’ -> web services • RSS • QuickSearch integration • Mobile phone search interface • And more… MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  34. RSS MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  35. RSS MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  36. OpenSearch • Auto-discovery from HTML catalog search page. • Like a browser plugin, but easier to get. MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  37. QuickSearch MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  38. More open doors • Within our institution • Enrich results with external data • Experiment with a work display model • Bring additional digital collections into the catalog’s search interface MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  39. More open doors • Outside our institution • Momentum for change • Ngc4lib • Primo and other offerings from vendors • Solr from the open source community MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  40. So what? It’s still just a catalog • Dismantle the old • Rebuild / exchange individual parts • Rebuild into something new • Repeat as necessary MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

  41. Thanks • NCSU project site (including slides): • http://www.lib.ncsu.edu/endeca • Emily Lynema • Systems Librarian for Digital Projects • emily_lynema@ncsu.edu MLC: The Library Rebooted Discovery and Access: the OPAC and Beyond

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