1. Publis her Partners hips with OCLC:
Optimizing Dis covery
and Library Integ ration
Americ an Library As s oc iation, Annual Meeting
Jn 2 - 2 , 2 1
ue 1 6 0 2
Lettie Y. C onrad
Ma a , On e P odu Ma a
n ger lin r ct n gemen t
S AGE Public ations
Los Angeles | London | New Delhi
Singapore | Washington DC
2. Discovery – why it’s a buzz
● Information overload
● Distractions abound
● Limited use of library
● Dominance of Google, Wikipedia, etc.
● Usage metrics drive sales
● Discovery drives usage
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
3. Improving the Discoverability of Scholarly
Content in the Twenty-First Century
● Best practices
● Challenges
● Opportunities
● Recommendations /
observations
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
4. Cross-sector Interviews
● Scholarly publishers
● Published authors
● Search engine developers, database
providers, A&I
● Electronic Resource Management (ERM) and
Integrated Library System (ILS) vendors
● Leaders in library discovery
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
5. Symbiotic (but disrupted) Ecosystem
● Librarians manage institutional
discovery
● Publishers disseminate work
● Libraries’ vendors connect to content
● Publishers’ vendors supply platforms
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
6. Improved Discovery Requires
● Cross- sector strategies
● Discovery tools
● Detailed indexing
● Seamless identification
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
7. Conversation Starters
● Best practices for online product design
● Open, standardized approaches to data
● Understand researcher needs / user
behavior
● Revisit how business is done to best serve
users
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
8. Conversations Underway
● NISO Open Discovery Initiative
● ORCHID, JATS, PIE-J, etc.
● Libraries at Webscale, OCLC January 2012
● Chicago Collaborative
● LISU case studies
● Collaborative Librarian – interested in
participating?
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
9. Discovery strategies
Open web search Institutional search
● Creative linking ● Metadata
building ● Widgets
● Open data ● Training
● Semantic enrichment ● Usability testing
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
10. How to get started?
● Integration
• Fit into researcher workflow
• Real-time updates as content published
● Flexibility
• Be prepared for rules to change
• Constantly look out for other opportunities
● Proactive partnerships
• Library tech vendors
• SEO experts
Society for Scholarly Publishing, Annual Meeting 2012 Los Angeles | London | New Delhi
Singapore | Washington DC
Notes de l'éditeur
Simply put, the internet has changed the way we communicate – and the way we conduct our work. Research by Project Information Literacy and others document that students suffer from information overload = frustration / confusion from broad range of online resources find themselves distracted by all the activity in flickering screens we rely on they congregate in libraries for research and study – but they often do not enter stacks or consult a librarian ***PIL, Oct 2011: 39% used library equipment (printers etc) 11% used scholarly research databases & 9% used library books students at all levels report using Google and Wikipedia for their research PIL notes 82% use Google / 69% use Wikipedia SAGE’s own research = GScholar is a favorite among PhD candidates Yet still, in academic publishing and the library market – usage is king when it comes to library’s budget decisions – and usage is driven by researchers actually finding that content remember: if it’s *relevant* and when it’s *needed* within their *workflow*
In response to this buzz, and in partnership with our customers, SAGE reached out to library community & recently sponsored research into what the community was thinking and saying about discoverability. The result was a whitepaper published early this year authored by 2 distinguished librarians Mary Somerville, University Librarian, Professor, and Library Director at the University of Colorado Denver Barbara Schader, Associate University Librarian for Collections and Scholarly Communication, University of California Riverside along with a leader in the vendor community: John Sack, Founding Director of HighWire Press The research focus of this paper was to investigate: Best practices for access and discovery of content in libraries The challenges that publishers, vendors, and libraries need to solve Real solutions that librarians and publishers can implement Further observations for improving discoverability and visibility
Main method for this research was interviews with stakeholders across the community scholarly publishers published authors search engine developers, database providers, A&I services ERM and ILS vendors librarians who advance institutional discoverability
Key finding of this research was the symbiotic – yet disrupted – scholarly ecosystem … where Librarians manage systems for institutional collection, dissemination, and retrieval of scholarly corpus Publishers produce and promote authors’ work through formats findable on the open Web and in library catalogs Libraries’ technology vendors connect publishers’ digital content to OPACs through ERMs and web scale discovery services Publishers’ technology vendors supply publishing platforms, software solutions and discovery services
Industry experts reported to the authors of this research that improved discoverability requires… initiating conversations about cross-sector strategies discovery tools in familiar web environments rich, detailed indexing for highly relevant and precise search results seamless indentification - “single sign on” – for barrier-free user experience
The results of this study = recommendations for cross-sector conversations in scholarly community. Key items authors recommend we use as conversation starters to tackle discovery challenges together: develop best practices for the design of online product interfaces and functionality public standards for both metadata surrounding publications as well as semantic data within the content itself further efforts to understand researcher behavior and user needs reconsider and discuss new ways to do business to best serve the users that embody our shared objectives of scholarship and academic progress
Pleased to report cross-sector communication and problem-solving = alive and well Late 2011, NISO convened a new working group which aims to define standards and/or best practices for the new generation of library discovery services that are based on indexed search Standards movements such as ORCHI, JATS, PIE-J, and many others New research efforts – such as OCLC’s January 2012 report that states “big collaboration in the information ecosystem will come not only from broader collaboration across libraries, library groups, consortia, and partnerships across the broader knowledge community – across researchers, publishers, commercial vendors, and Webscale providers such as Google, Amazon, and Facebook.” A number of cooperative groups in place that have the power to influence this process – Chicago Collaborative, among others This event! With that said, I’d like to turn it over…
On a practical level, SAGE is taking a two-prong approach, attending to two distinct areas: On the open web, mainstream search engines are one thing … Wikipedia /social sites drive traffic – OPPORUTNITY for creative links to authoritative material quality indexing = data must be readable by robots and humans alike requires a degree of openness we’re not typically comfortable with semantics have exploded = reveal the meanings behind content Equally sophisticated strategies for the institutional / library ecosystem masters of our own metadata = discomfort to revise systems, feed discovery services simple widgets –publishers to libraries– point to vetted resources @ institutions publishers /vendors partner with institutions in training = information literacy is a joint effort For both open web and institutional discovery - “build it, they will come” is a myth plan for iterative improvements to products and services informed by regular usability testing =sites optimized ergonomically simple and straightforward products = users will come back for more!
Objectives Fit into researcher workflow Real-time updates as content published