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Can personalised be upscaled? Tim Wales Associate Director (E-Strategy), Library Services Royal Holloway, University of London Personalised libraries in HE symposium, Cambridge (22/03/2011)
Royal Holloway... Not a boutique library!
Chapter work in progress!
1 minute interaction timewhen you see this icon!
My beliefs Technology can help every library offer a boutique service Web technologies and associated data already offer mass personalization at scale There are comparable commercial services that we must benchmark against Social media has empowered our users to expect to be in control
2 RHUL case studies User driven e-book acquisition (Demand driven acquisition) Discovery systems
DDA and the boutique model       ?  Source: Priestner & Tilley (2010)
3 suppliers evaluated for a pilot
Why EBL?  Best user interface Free 5 minute preview access of every book Flexible configuration options e.g. excluding titles Ability to specify # of loans before purchase triggered Various purchase approval options No upfront payment required Works with SFX and EZProxy (Horrendous invoicing problems) July 2010 – Nov 2010
RHUL pilot details £10,000 funding Ran in November 2010 Some basic weeding of title list 30,000 EBL records preloaded into Aleph LMS Free 5 min preview enabled 1 day loans (rentals) 1st 3 clicks = loans, 4th = purchase No cap on book purchase price (busy time) Removing school texts Wanted 150,000   5-15% of book price Unmediated N.B. We deliberately did not market the pilot to test actual user behaviour
RHUL pilot results 50% of titles purchased were already held in print
RHUL pilot results 5% of trial EBL load 3% of trial EBL load
Highly tailored selection by users – would librarians have chosen those 37 titles? Free 5 minute preview accounted for 33% of use so why not just load in thousands of titles into LMS (= iTunes model)? Ratio of loans to purchases chosen unsustainable - do we want mediated option? Do boutique libraries need to have their own LMS in order to operate this? Thoughts
2 RHUL case studies User drive e-book acquisition (Demand driven acquisition) Discovery systems
Discovery systems A great discovery interface should operate in a mostly self-explanatory way, allowing users to concentrate on selecting and evaluating the resources returned rather than struggling through the search tools that the library provides. Explaining the idiosyncrasies of the brand names of the publishers and providers from which we acquire information resources in wholesale often becomes the focus of information literacy and bibliographic instruction. Since so many library users consume the products we offer from outside our library buildings, having more intuitive tools to deliver library resources that do not require special training represents a valuable advance in the state of the art. The ability to assemble into a single index all the books, journal articles, and other collection components, in my mind, represents one of the most significant breakthroughs in library automation in recent decades. Marshall Breeding (2010)
Discovery & the boutique model     ½    ? Source: Priestner & Tilley (2010)
Discovery systems Source: Breeding (2010)
RHUL Discovery now Summon Selected on interface, price and content + Huddersfield feedback Software as a service 8 month implementation Includes data from Archive catalogue and IR Little customisation possible Yet another interface
Vanilla interface home
Local home
RHUL results page
Future RHUL Discovery + = Personalization =
RHUL Discovery Discovery system used by Huddersfield and Liverpool (good interface & price) Software as a service 8 month implementation Data from Summon index, LMS, Archive catalogue and IR with Openurl links Little customisation possible Yet another interface No Web 2.0 functions yet Discovery layer used by LSE and Swansea (building on our Xerxes experience) Open Source (Local install) 6 month implementation Data from Summon API + SFX4 API + Aleph LMS X-Server / restful API Much customisation Consolidates 3 interfaces Web 2.0 functions
Vanilla interface home
 Library home page | Library log-in By subject By format By language By type Eresources A-Z Journals A-Z Future interface home Guided search Includes: archives, audio-visual materials, print and e-books, print and e-journals, exam papers, newspapers and open access research Browse Do more Contact us Book a Library group room Check your Library account Check your PIN Register at Senate House Library  Search Senate House Library Suggest a book/resource Top up your printing account library@rhul.ac.uk Tel: 01784 443323 Feedback form There is a delay between resources being entered into the library systems and uploaded to LibrarySearch. If you cannot find printed material you are expecting to see, please try the Library Catalogue
Vanilla results page Library map
Full resource view Basic Web 2.0
Boutique service benchmark
Benchmarking ,[object Object]
Integrated account management
Reviews and ratings
Personalised recommendations on homepage and by email
Downloadable e-content

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Can personalised be upscaled?

  • 1. Can personalised be upscaled? Tim Wales Associate Director (E-Strategy), Library Services Royal Holloway, University of London Personalised libraries in HE symposium, Cambridge (22/03/2011)
  • 2. Royal Holloway... Not a boutique library!
  • 3. Chapter work in progress!
  • 4. 1 minute interaction timewhen you see this icon!
  • 5. My beliefs Technology can help every library offer a boutique service Web technologies and associated data already offer mass personalization at scale There are comparable commercial services that we must benchmark against Social media has empowered our users to expect to be in control
  • 6. 2 RHUL case studies User driven e-book acquisition (Demand driven acquisition) Discovery systems
  • 7. DDA and the boutique model       ?  Source: Priestner & Tilley (2010)
  • 8. 3 suppliers evaluated for a pilot
  • 9. Why EBL?  Best user interface Free 5 minute preview access of every book Flexible configuration options e.g. excluding titles Ability to specify # of loans before purchase triggered Various purchase approval options No upfront payment required Works with SFX and EZProxy (Horrendous invoicing problems) July 2010 – Nov 2010
  • 10. RHUL pilot details £10,000 funding Ran in November 2010 Some basic weeding of title list 30,000 EBL records preloaded into Aleph LMS Free 5 min preview enabled 1 day loans (rentals) 1st 3 clicks = loans, 4th = purchase No cap on book purchase price (busy time) Removing school texts Wanted 150,000 5-15% of book price Unmediated N.B. We deliberately did not market the pilot to test actual user behaviour
  • 11. RHUL pilot results 50% of titles purchased were already held in print
  • 12. RHUL pilot results 5% of trial EBL load 3% of trial EBL load
  • 13. Highly tailored selection by users – would librarians have chosen those 37 titles? Free 5 minute preview accounted for 33% of use so why not just load in thousands of titles into LMS (= iTunes model)? Ratio of loans to purchases chosen unsustainable - do we want mediated option? Do boutique libraries need to have their own LMS in order to operate this? Thoughts
  • 14. 2 RHUL case studies User drive e-book acquisition (Demand driven acquisition) Discovery systems
  • 15. Discovery systems A great discovery interface should operate in a mostly self-explanatory way, allowing users to concentrate on selecting and evaluating the resources returned rather than struggling through the search tools that the library provides. Explaining the idiosyncrasies of the brand names of the publishers and providers from which we acquire information resources in wholesale often becomes the focus of information literacy and bibliographic instruction. Since so many library users consume the products we offer from outside our library buildings, having more intuitive tools to deliver library resources that do not require special training represents a valuable advance in the state of the art. The ability to assemble into a single index all the books, journal articles, and other collection components, in my mind, represents one of the most significant breakthroughs in library automation in recent decades. Marshall Breeding (2010)
  • 16. Discovery & the boutique model     ½    ? Source: Priestner & Tilley (2010)
  • 17. Discovery systems Source: Breeding (2010)
  • 18. RHUL Discovery now Summon Selected on interface, price and content + Huddersfield feedback Software as a service 8 month implementation Includes data from Archive catalogue and IR Little customisation possible Yet another interface
  • 22. Future RHUL Discovery + = Personalization =
  • 23. RHUL Discovery Discovery system used by Huddersfield and Liverpool (good interface & price) Software as a service 8 month implementation Data from Summon index, LMS, Archive catalogue and IR with Openurl links Little customisation possible Yet another interface No Web 2.0 functions yet Discovery layer used by LSE and Swansea (building on our Xerxes experience) Open Source (Local install) 6 month implementation Data from Summon API + SFX4 API + Aleph LMS X-Server / restful API Much customisation Consolidates 3 interfaces Web 2.0 functions
  • 25. Library home page | Library log-in By subject By format By language By type Eresources A-Z Journals A-Z Future interface home Guided search Includes: archives, audio-visual materials, print and e-books, print and e-journals, exam papers, newspapers and open access research Browse Do more Contact us Book a Library group room Check your Library account Check your PIN Register at Senate House Library Search Senate House Library Suggest a book/resource Top up your printing account library@rhul.ac.uk Tel: 01784 443323 Feedback form There is a delay between resources being entered into the library systems and uploaded to LibrarySearch. If you cannot find printed material you are expecting to see, please try the Library Catalogue
  • 26. Vanilla results page Library map
  • 27. Full resource view Basic Web 2.0
  • 29.
  • 32. Personalised recommendations on homepage and by email
  • 35. Fast, combined search and some browsing across all resource types
  • 38. Personalised recommendations on homepage and by email
  • 40.
  • 41. Chapter X - Can personalised be upscaled? Tim Wales What else do you think this chapter should cover?
  • 42. tim.wales@rhul.ac.uk @timwales Source: http://www.flickr.com/photos/wwworks/4759535970/
  • 43. References Amazon, www.amazon.com Breeding, Marshall (2010) State of the Art in Library Discovery 2010. Available from: bit.ly/g2dCUZ EBL, www.eblib.com Priestner, Andy & Tilley, Elizabeth (2010) Boutique libraries at your service Library & Information Update (July). Available from: bit.ly/ercZgn Summon, www.serialssolutions.com/summon Vufind, vufind.org