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Opening the Door: using Endeca for a faceted catalog

Learn how the implementation of Endeca's faceted navigation technology improves the user experience of the library catalog by enhancing search capabilities and providing relevant metadata. Discover the benefits of customized relevance ranking, improved subject access, and faster response times.

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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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