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What difference a good tool? using Endeca for a faceted catalog

What difference a good tool? using Endeca for a faceted catalog. Emily Lynema NCSU Libraries ACRL Delaware Valley Chapter Fall Program November 3, 2006. Agenda. The Context: Next Gen Search Tools vs. OPAC Problems Local Implementation Why, What and How? Assessment Usage Statistics

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What difference a good tool? using Endeca for a faceted catalog

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  1. What difference a good tool?using Endeca for a faceted catalog Emily Lynema NCSU Libraries ACRL Delaware Valley Chapter Fall Program November 3, 2006

  2. Agenda • The Context: • Next Gen Search Tools vs. OPAC Problems • Local Implementation • Why, What and How? • Assessment • Usage Statistics • Usability Testing • The Future • It’s still just a local catalog! ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  3. The Context ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  4. A question • “How is the new generation of library catalog being developed?” • informed and enhanced by search technologies developed outside of the library • more than just “2.0” • based on how our users know how to search, not on how we want them to search ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  5. ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  6. ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  7. ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  8. ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  9. ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  10. 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 ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  11. 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 ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  12. 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. ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  13. 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 ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  14. 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 ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  15. Local Implementation ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  16. Demo ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  17. Relevance ranking Based on locally customizable algorithm: • Most relevant: query as entered • For multi-term searches: phrase match • Field match • title match more relevant than notes match • Other factors: • number of fields matched • static ordering (publication date, circulation stats) ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  18. Faceted browse • Combine search and browse in single interface (Guided Navigation™) • Filter results across multiple facets • Remove facets in any order ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  19. Availability LC Classification Subject: Topic Subject: Genre Format Browse tab: New Library Subject: Region Subject: Era Language Author Facet refinements ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  20. True browse • Regain ability to browse catalog without entering any search terms ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  21. Added search tools • Automatic spell correction • “Did you mean…” suggestions • Automatic stemming ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  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 ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  23. Implementation team • Seven member team • 5 IT/DLI staff, 1 cataloging librarian, 1 reference librarian • As a team: functional requirements, metadata, interface issues (total of 40-60 hours) • Java-trained IT librarian (~40 hrs/wk for 14 weeks) • IT project manager: (~10 hours/wk for 20 weeks) • Timeline • Software acquisition: Summer 2005 • Implementation: Aug 2005 to Jan 2006 ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  24. Assessment ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  25. Usage statistics ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  26. Usage statistics ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  27. Usage statistics ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  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 ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  29. Usability testing ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  30. Usability testing ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  31. Usability testing • For students, relevance ranking is key. • July – Sep 2006: ~14% 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. ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  32. The Future ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  33. Future directions • Experiment with FRBR search/display through partnership with OCLC. • Integrate catalog w/other tools through web services: • OpenSearch, RSS • Enrich catalog through external web services: • book jackets, reviews, etc. – Amazon/OCLC • Build modular shopping cart functionality. • Use Endeca to index local collections. ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  34. So what? It’s still just a catalog • Dismantle the old • Rebuild / exchange individual parts • Rebuild into something new • Repeat as necessary ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  35. The next generation catalog • Lots of content • probably of different types (ex: full text vs. MARC vs. XML) • but not sure exactly what! • Both user and machine interface • data linked into and from many external contexts • More powerful search tool • must be effective to be used • Flexible enough to evolve ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

  36. Thanks • NCSU project site (including slides): • http://www.lib.ncsu.edu/endeca • Emily Lynema • Systems Librarian for Digital Projects • emily_lynema@ncsu.edu ACRL Delaware Valley Chapter Fall Program The Future of the Catalog: Deconstruction or Reinvention?

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