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I wish I’d known that earlier! One library’s experience with the Summon Discovery Interface

I wish I’d known that earlier! One library’s experience with the Summon Discovery Interface. Lydia Welhan , Technical Services Librarian, welhan-l@mssu.edu Nancy Crabtree , Reference & Instruction Librarian, crabtree-n@mssu.edu. Presenters. Lydia Welhan At MSSU since 2009

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I wish I’d known that earlier! One library’s experience with the Summon Discovery Interface

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  1. I wish I’d known that earlier! One library’s experience with theSummon Discovery Interface Lydia Welhan, Technical Services Librarian, welhan-l@mssu.edu Nancy Crabtree, Reference & Instruction Librarian, crabtree-n@mssu.edu

  2. Presenters • Lydia Welhan • At MSSU since 2009 • Technical Services Librarian • Site Coordinator • Nancy Crabtree • At MSSU since January 2003 • Reference Librarian • Instruction Coordinator • Webpage Administrator

  3. Student Profile Source: Missouri Southern State University College Portrait http://www.collegeportraits.org/MO/MSSU/characteristics

  4. Why Summon? “When comparing libraries to search engines, overwhelmingly, Americans consider search engines to be more convenient, faster, more reliable and easier-to-use.” DeRosa, Cathy, Joanne Cantrell, Mathew Carlson, Peggy Gallagher, Janet Hawk, and Charlotte Sturtz. Perceptions of Libraries, 2010: Context and Community. Rep. Dublin, OH: OCLC, 2011, p.38-39.

  5. Technical Services & Cataloging • Set-up of Summon • Maintaining holdings • Lessons learned

  6. Set-Up: Mapping Tables

  7. Set-Up: Mapping Tables • Which fixed-field elements indicate format? MATTYPE = 907$e

  8. Set-Up: Full Load

  9. Maintaining Holdings • Updates • Deletes

  10. Maintaining Holdings • Updates • In your scope • Not suppressed • Updated since last script ran (runs every day)

  11. Maintaining Holdings • Deletes • Unscoped location code • May be suppressed or unsuppressed • Updated since last script ran (runs Mondays and Thursdays)

  12. Maintaining Holdings Data Exchange mode: Code as un-scoped/suppressed Record bib record # Check list against delete file 1 week later, delete from Millenium

  13. Maintaining Holdings Once you delete a record in Millenium you cannot delete it from Summon

  14. Maintaining Holdings

  15. Maintaining Holdings

  16. Maintaining Holdings Submit a new full load as often you want • Same process as during set-up • Process can take up to a month • Only way to remove a deleted record from Summon

  17. Lessons Learned

  18. Lessons Learned • Don’t submit all your bib records

  19. Lessons Learned • Don’t submit all your bib records • Inform all catalogers in your cluster

  20. Lessons Learned • Don’t submit all your bib records • Inform all catalogers in your cluster • Submit your full load often (but watch for character limits)

  21. Lessons Learned • Don’t submit all your bib records • Inform all catalogers in your cluster • Submit your full load often (but watch for character limits) • Don’t host the scripts yourself (unless you have staff who know Perl)

  22. Customization www.mssu.edu/library

  23. Marketing & Training • Faculty Study Conference • Library Staff Training

  24. Training vs • Only see items in your collection • Your own library’s citations • Catalog • LibGuides • Local repositories (if added) • Provider citations for which you subscribe to full text • Flagged as: Available Online • 1 & 2 on left PLUS • Provider citations for which you do • not have full text • Flagged as: Citation Online *Never see citations from other libraries’ catalogs or private, institutional A&I databases.

  25. Instruction Discoveries “Summon would not always work on certain browsers and some of the articles I would try to pull up would not always work” Summon @ MSSU Survey, April 2012 “I dislike that you have to click a box to build off of your last search. I don’t know why but I figured that would be the default” Summon @ MSSU Survey, April 2012

  26. Instruction Discoveries “Even when narrowing searches, information received can still be difficult to locate in many instances and in a very broad amount” Summon @ MSSU Survey, April 2012 http://mssu.summon.serialssolutions.com/widgets

  27. Most Important DiscoveryMost students like using Summon! • Fast, easy • This tool is an extremely beneficial search engine which is relatively easy to learn and navigate • Amount of databases I can search at once • Easy to find on MSSU website • Ability to click on so many filters cuts finding resources time in half • I like that the school provides it • The folder to save articles and email bibliography • I can search all types of materials in one location Summon @ MSSU Survey, April 2012

  28. Questions, Comments, Discussion

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