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Implementation & Usage of bX tm at the University of Minnesota

This text discusses the implementation and usage of bXtm at the University of Minnesota, including configuration options, changes made, and usage trends. It also raises questions about the decline of interlibrary loan (ILL) requests and the relevance of bX recommendations.

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Implementation & Usage of bX tm at the University of Minnesota

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  1. Implementation & Usage of bXtm at theUniversity of Minnesota Janet Arth University of Minnesota Twin Cities  & Sunshine Carter  University of Minnesota Duluth

  2. U of M Duluth (UMD) and U of M Twin Cities (UMTC) Enrollment, Fall 2011

  3. bX • About bX • UMTC went live 7/15/2010 • UMD went into production 9/20/2010 • Both sites use the SFX “simplified menu”

  4. Selected bX Configuration Options Show only recommendations with full text or all recommendations? Display 1-5 initial articles in the bX service window Display 4-40 articles in the extended recommendation list Articles with full-text can be linked or un-linked SFX button can be placed next to article recommendations Full text icons can be displayed or removed Minimal recommendation level can range from 0-100%. This relates to the percentage of relevancy to an article

  5. bX @University of Minnesota Duluth

  6. UMD Configurations • After 1 ½ months of use, UMD Reference opted to change four features • Recommendation display: changed from 3 to 5 • FindIt Logo: changed from the ‘SFX swish’ to our UMD FindIt logo • Timeout: changed the bX timeout from 5 to 10 seconds • Minimal Recommendation Level: changed from 0% to 40%

  7. bX@UMD

  8. Query 2: Number of SFX requests and clickthroughs per source Requests: The number of times users clicked the SFX button from a particular source (e.g., from with a databases or from a bX recommendation on the SFX Menu) resulting in getting the SFX Menu Clickthroughs: The number of times a user clicks on one of the options on that SFX Menu (there can be multiple clickthroughs on a single menu) Note: In the case of bX, the number of requests is the real bX clickthrough count (until we activate bX in Primo or start using APIs in other places).

  9. UMD SFX Trend (Q2)

  10. Query 4: Number of SFX requests and clickthroughs per service type Service types include: getFullTxt getRecommendation: bX getReference: capture citation or push to RefWorks getHoldings: MNCAT/Aleph catalog look-up getDocDel: push to ILLiad The number of SFX Menu requests that contained a bX recommendation and number of clicks on the bX recommendation

  11. bX Usage at UMD -- OverviewAY2010/11 - AY2011/12 Top Services (requests and clickthroughs • getFullTxt • getRecommendation • getHolding • getDocumentDelivery *Query 4 in SFX Top Journals Recommended by bX • Sex roles • Science • Pediatrics • Personality and Individual Differences • Medicine and science in sports and exercise • Nature • Journal of personality and social psychology • Educational leadership • Psychological bulletin • Journal of autism and developmental disorders *Query 11 in SFX Top Sources (requests and clickthroughs • SFX A-Z List • Academic OneFile • PsycINFO • bX Menu • Google • Academic Search Premier • Thomson Gale (?) • Catalog • PubMed • RefWorks • Web of Science • Gale (?) • Primo (journals) • Web of Knowledge *Query 2 in SFX

  12. bX Usage at UMD -- DetailedAY2010/11 - AY2011/12 bX recommendations were provided on 72,916 & 71,785 SFX service windows (Q4R) End users clicked on at least one recommendation 11,002 & 10,612 times (Q4CT) 17,189 & 17,007 bX recommendations were clicked on by end-users in SFX (Q2R) After clicking on a bX recommendation, end users selected 15,293 & 15,260 services. (Q2CT)

  13. Looking at Interlibrary Loan … Why? There was an Library Journal - Ex Libris Webinar on the bX Scholarly Article Recommender Service, with David Walker (California State University) and Nettie Lagace (then at Ex Libris). David Walker noted that some of the CalState sites experienced a notable increase in ILLs after implementing bX. Originally broadcast February 17, 2010. Webinar is still available from this url: www.exlibrisgroup.com/category/LJ-ELbXWebinar

  14. Document Delivery (ILL) & SFX @ UMD

  15. Document Delivery (ILL) & bX @ UMD

  16. Conclusions about bX @ UMD • Downward trend at UMD for clickthroughs and requests, in general • bX is appearing on a lot of service windows, but recommendations are generally life and health sciences related • ILL requests from SFX menus is on the decline • BUT, more requests to ILL are being made through bX generated SFX menus • Higher percentage of follow-through for requests to ILL via bX generated SFX menus

  17. Why? Are users getting better at determining relevancy of an article? Is the decline of ILL requests from SFX due to our ever increasing access to content. Will the end of the “big deals” increase these requests. Is bX recommending a higher percentage of articles we don’t have access to? UMD does not subscribe to most health sciences literature. Is bX recommending highly relevant articles so as to entice patrons to actually request them through ILL (if we don’t have access)? Your thoughts and comments?

  18. bX @University of Minnesota Twin Cities

  19. U of M Twin Cities: ProcessEvaluation Phase • A subcommittee of the Current Awareness / Personal Information Management (CAPIM) group led the initial evaluation phrase, during a 30 day free trial • Trial period was May 15-June 15, 2010 • bX was installed on the test server for the trial • is a bit cumbersome to change database-generated OpenURLs so the link goes to the test server • did not want to potentially offer it for only a month to the public

  20. U of M Twin Cities: Process • CAPIM recommended purchase of bX • bX was installed on the production server • The bX portion on the SFX Menu was customized based on input from the CAPIM group and the TC’s SFX Advisory Council • UMTC went live with bX on July 15 with no fanfare • Have not yet implemented bX in Primo because of the lack of configurability (don’t want thumbs up/thumbs down – SI 16384-221290 )

  21. UMTC – bX on the SFX Menu http://tc.liblink.umn.edu/sfx_local?sid=Entrez:PubMed&id=pmid:18212285 Key changes: • Replaced SFX red graphic with our SFX graphic • Removed the “document” image that was to the left of the SFX graphic • Modified the “Users interested in …” wording • Added bX information to SFX FAQ • Moved the bX recommendations down the menu, but later moved them back up

  22. UMTC SFX Menu (before August 2012)

  23. UMTC SFX Menu (since August 2012)

  24. UMTC Query 2: Top Twenty Sources of Menu Requests

  25. UMTC Query 2: Overall SFX Menu UsageRequests & Clickthroughs

  26. UMTC Query 2: bX Menu Requests & Clickthroughs

  27. UMTC Query 4: Options displayed on SFX Menu

  28. UMTC ILLiad requests from SFX Menufrom Query 13 and ILLiad Statisticsabout 60% are actually requested

  29. UMTC ILLiad requests from SFXQuery 13: School Year 2011-2012

  30. UMTC Query 11: bX-generated SFX MenuMost Popular Journals 2011-2012 (requests/clickthroughs)Note the absence of the “hard” sciences

  31. UMTC: bX-generated SFX MenusTop Targets 2011-2012 Clickthroughs (mysql query)

  32. Absence of Hard Sciences?? Likely due in part to the lack of recommendations when the OpenURL is DOI driven; as it is for many sites in the areas of physics, engineering and computer sciences. See Incident #:16384-216084 and the following example.

  33. Compare PMID-driven OpenURL gets recommendations: http://tc.liblink.umn.edu/sfx_local?sid=Entrez&id=pmid:20161330 DOI-driven OpenURL for same article has no recommendations: http://tc.liblink.umn.edu/sfx_local?ctx_enc=info%3Aofi%2Fenc%3AUTF-8&ctx_id=10_1&ctx_tim=2010-10-07T10%3A22%3A2CDT&ctx_ver=Z39.88-2004&rfr_id=info%3Asid%2Fsfxit.com%3Acitation&rft.genre=article&rft_id=info%3Adoi%2F10.1016%2Fj.foodchem.2009.01.087

  34. PMID-driven OpenURL

  35. DOI-driven OpenURL

  36. bX Menus from other sites • Kansas State University http://getit.lib.ksu.edu/sfxlcl3/?sid=Entrez:PubMed&id=pmid:18212285 Thanks to Jamene Brooks-Kieffer at KSU for the mysql queries (from her ELUNA presentation in 2011) • University of Iowa http://infolink.lib.uiowa.edu/sfx_local/?sid=Entrez:PubMed&id=pmid:18212285

  37. Thank you! • Questions? • Janet Arth: arth@umn.edu • Sunshine Carter: scarter@d.umn.edu

  38. A few additional slides

  39. UMTC Query 2: Requests 2010-2011 (Sept-May) Note: database/source counts are platform specific, e.g., there are also SFX menu requests that come from ASP via MetaLib & Primo that are not included here, the ASP count here is just for menu requests coming from the native EBSCO interface

  40. UMTC Query 2: Requests 2011-2012 (Sept-May) Same note applies to this table

  41. UMTC Query 11: bX-generated SFX Menu Most Popular Journals 2010-2011 (requests/clickthroughs)Again note the absence of the “hard” sciences

  42. University of Minnesota Twin CitiesWeisman Art Museum

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