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NCSU OPAC Search Navigation Pete Bell WiLSWorld 2006

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NCSU OPAC Search Navigation Pete Bell WiLSWorld 2006

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    1. NCSU OPAC Search & Navigation Pete Bell WiLSWorld 2006

    2. Page 2 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com 1911 — New York Public Library

    3. Page 3 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com

    4. Page 4 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com

    5. Page 5 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com 2003 — Bibliotheca Alexandrina, Egypt

    6. Page 6 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com 2004 — Seattle Public Library

    7. Page 7 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com

    8. Page 8 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com 1953, NCSU D. H. Hill Library

    9. Page 9 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Agenda Endeca & Guided Navigation NCSU’s OPAC NCSU results NCSU project details The future?

    10. Page 10 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Endeca’s mission To help people find, analyze, and understand information in ways never before possible MAIN POINTS …To help people find, analzye, and understand information in ways never before possible We do this so that people can make decisions and take actions that they couldn’t before When users accomplish their goals, organizations fulfill their business objectives TRANSITION This mission compels us to create innovative technology. And that innovation drives our growth MAIN POINTS …To help people find, analzye, and understand information in ways never before possible We do this so that people can make decisions and take actions that they couldn’t before When users accomplish their goals, organizations fulfill their business objectives TRANSITION This mission compels us to create innovative technology. And that innovation drives our growth

    12. Page 12 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Elements of Information Access Information Architecture Backend User Interface

    13. Page 13 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com But how does it scale?

    14. Page 14 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com But how does it scale?

    15. Page 15 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Elements of Guided Navigation Information Architecture Faceted hierarchical metadata Backend Meta-relational index User Interface ???

    16. Page 16 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Benefit of post-coordinate, faceted navigation Four independent categories [facets] of 10 nodes each can have the same discriminatory power as one hierarchy of 10,000 nodes. -Joseph Busch, Taxonomy Strategies

    17. Page 17 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Backend: Meta-Relational Index

    18. Page 18 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Scaling Guided Navigation (log)

    19. Guided Navigation in Action

    20. Page 20 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Where is the value of all that investment in cataloging, if the user just types in a search like this? There should be more than simply the “statistical probability” that they happen to match a cataloging term that adds that book to the list of results when it otherwise would not have been retrieved by matching that word in the books description blurb (estimated by Arlene Taylor, an emeritus professor of Library Science at U Kentucky, at roughly 33% based on her log research…)Where is the value of all that investment in cataloging, if the user just types in a search like this? There should be more than simply the “statistical probability” that they happen to match a cataloging term that adds that book to the list of results when it otherwise would not have been retrieved by matching that word in the books description blurb (estimated by Arlene Taylor, an emeritus professor of Library Science at U Kentucky, at roughly 33% based on her log research…)

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    22. Page 22 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Search brings back the whole tail

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    31. Page 31 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com The reference interview

    32. Success Story North Carolina State University

    33. Page 33 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Document downloads from Web site search

    34. Page 34 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Document downloads from Web site search

    35. Page 35 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com NCSU

    36. Page 36 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com

    37. Page 37 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Did you know? A typical library of 1MM books spends approximately $20-30MM per year . . . To purchase them To catalog them To maintain/bind them To shelve them On systems that manage their circulation On real estate & building maintenance to house them On annual purchases to augment collections How do we get a return on that kind of investment?

    38. Page 38 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com NCSU Objectives Increase usage of university library by students, faculty, and other members of the community Number of items in circulation at any given time Increase re-circulation better return on investment in collection Increase usage of legacy collection Most recent always at the top of results (although maybe not most relevant) Increase % of Successful Searches Combat perceived lack of coverage Better control over application, relevancy; more flexibility Easy of maintenance

    39. Page 39 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com NCSU - Pursuit of Features Endeca Speed Relevance Ranking Faceted Browsing True Browsing (LC) Data-driven spell-checking Automatic stemming “Did you mean…” Hierarchical browsing Browsing in CONTEXT of search Scale & operational simplicity Ease of use Unicorn / Web2 As if… Last-in / First-out Authority index links Query required Dictionary lookup only No No No No No No

    40. Page 40 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Implementation Resources One java-trained librarian (not a developer) working 30-40 hours per week for 14 weeks Worked with librarian from Digital Library Initiatives to do wireframing and fleshing out requirements (total of 40-60 hours) Project Management by Andrew Pace approximately 10 hours per week for 20 weeks Committee consisting of a cataloger for metadata issues and a reference librarian for interface issues – total of 2-4 hours per week over 12 weeks (combined)

    41. Page 41 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Pre-Endeca Catalog Search Problem: How to provide Endeca keyword searching and Web2 authority searching while keeping the search interface as close to the ‘one box’ approach as possible.Problem: How to provide Endeca keyword searching and Web2 authority searching while keeping the search interface as close to the ‘one box’ approach as possible.

    42. Page 42 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Endeca Catalog Search

    43. Page 43 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com

    44. Page 44 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Some user reaction “This is absolutely the coolest thing I've seen all century.” Will Owen, Head of Systems (UNC Libraries) “Also, I'm really digging the new NCSU library catalog. Very nice." - Educause staff (non-librarian) “The new Endeca system is incredible. It would be difficult to exaggerate how much better it is than our old online card catalog (and therefore that of most other universities). I've found myself searching the catalog just for fun, whereas before it was a chore to find what I needed.” - NCSU Undergrad, Statistics

    45. Technical Overview

    46. Page 46 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Technical Overview Endeca co-exists with SirsiDynix Unicorn ILS and Web2 online catalog. Endeca indexes MARC records exported from Unicorn. Index is refreshed nightly with records added/updated during previous day.

    47. Page 47 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Basic Architecture

    48. Page 48 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Step 1: Data Transformation

    49. Page 49 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Step 2: Data Pipeline Editing

    50. Page 50 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Step 3: Create Dynamic Dimensions

    51. Page 51 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Step 4: Create Edited Dimensions

    52. Page 52 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Step 5: Load Indices and Create UI

    53. Page 53 © Endeca Technologies Inc. All rights reserved. Proprietary and Confidential www.endeca.com Thank you! Pete Bell

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