Forward to the past : Forward to the past : resurrecting faceted resurrecting faceted search search @ NCSU Libraries @ NCSU Libraries Charley Pennell Charley Pennell NCSU Libraries NCSU Libraries North Carolina State University North Carolina State University [email protected][email protected]ALCTS Authority Control Interest Group ALCTS Authority Control Interest Group ALA Annual, June 2007 ALA Annual, June 2007
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Forward to the past : resurrecting faceted search @ NCSU Libraries Charley Pennell NCSU Libraries North Carolina State University [email protected].
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Forward to the past :Forward to the past :resurrecting faceted searchresurrecting faceted search
Progenitors: Commercial Web Progenitors: Commercial Web search sitessearch sites
Faceting at the NCSU Faceting at the NCSU LibrariesLibraries
► Follows on what we have learned from the Follows on what we have learned from the commercial Web search modelcommercial Web search model
► Mines metadata already available via MARC Mines metadata already available via MARC record, local class number, ILS item record, local class number, ILS item categories, circ status, and date stampingcategories, circ status, and date stamping
► Required massive clean-up of 6xx Required massive clean-up of 6xx subdivisionssubdivisions
► Allows both pre- and post-coordinate limitsAllows both pre- and post-coordinate limits► Uses table mapping to enable drilling down Uses table mapping to enable drilling down
through call number resultsthrough call number results► Has been well-received by patrons and staffHas been well-received by patrons and staff
Facets available in NCSU Facets available in NCSU implementation of Endeca & their implementation of Endeca & their
Ranking facet results by number of postings Ranking facet results by number of postings makes sense in a short list, but not in a long makes sense in a short list, but not in a long
listlist
The author facet is less useful in some The author facet is less useful in some types of searches …types of searches …
… … than others!than others!
Some users haven’t figured out Some users haven’t figured out breadcrumbsbreadcrumbs
Once you have the data out of the ILS, it Once you have the data out of the ILS, it is much easier to build Web services to is much easier to build Web services to
itit
Other Endeca library catalogsOther Endeca library catalogs
►Phoenix Public Library: Phoenix Public Library: http://www.phoenixpubliclibrary.org/http://www.phoenixpubliclibrary.org/
►Florida Center for Library Automation Florida Center for Library Automation http://catalog.fcla.edu/http://catalog.fcla.edu/
► Individual Florida universities Individual Florida universities http://fs.catalog.fcla.edu/http://fs.catalog.fcla.edu/, etc., etc.
Endeca and Authority ControlEndeca and Authority Control
► Endeca is a keyword search engine; “browse” Endeca is a keyword search engine; “browse” can only be effected using sort optionscan only be effected using sort options
► There is no authority control within Endeca There is no authority control within Endeca itself, rather it relies on AC within ILSitself, rather it relies on AC within ILS
► To make use of available metadata, subjects To make use of available metadata, subjects were split along subdivisions. Authors were notwere split along subdivisions. Authors were not
► Talks were held with the vendor to explain the Talks were held with the vendor to explain the potential for drawing on authority x-refs to potential for drawing on authority x-refs to collocate searchescollocate searches
►Problems with wrong delimiter values Problems with wrong delimiter values (esp. $v)(esp. $v)
►Problems with contextProblems with context►Hierarchical problemsHierarchical problems►Potential solutionsPotential solutions
Problems with contextProblems with context
►One-way relationshipsOne-way relationships Canada$xRelations$zUnited StatesCanada$xRelations$zUnited States English language$vDictionaries$xSpanishEnglish language$vDictionaries$xSpanish
► Chronological headings devoid of geographic Chronological headings devoid of geographic contextcontext Cuba$xHistory$yRevolution, 1959Cuba$xHistory$yRevolution, 1959 United States$xEconomic conditions$y1918-1945.United States$xEconomic conditions$y1918-1945.
► Phrase headings expressed in multiple Phrase headings expressed in multiple subdivisionssubdivisions Prisoners$xAbuse ofPrisoners$xAbuse of
► Thomas Mann: scope-match cataloging vs. Thomas Mann: scope-match cataloging vs. keywordkeyword
Hierarchical problemsHierarchical problems
► Chronological hierarchy not built into $y (where is Chronological hierarchy not built into $y (where is 045 when you need it?)045 when you need it?) ““1919thth century” does not subsume 1800-1809, 1801-1861, 1809- century” does not subsume 1800-1809, 1801-1861, 1809-
1817, 1815-1861, 1817-1825, Civil War, 1861-1865, etc.1817, 1815-1861, 1817-1825, Civil War, 1861-1865, etc. Geological periods exist as text only (Ordovician, Pleistocene, Geological periods exist as text only (Ordovician, Pleistocene,
etc.)etc.)► Some chronological headings are expressed as text Some chronological headings are expressed as text
in 650$ain 650$a Middle AgesMiddle Ages Nineteen sixtiesNineteen sixties
► Geographic hierarchy not consistent between 651 Geographic hierarchy not consistent between 651 and 650 (where is 043 when you need it?)and 650 (where is 043 when you need it?) $zNorth Carolina$zRaleigh$zNorth Carolina$zRaleigh $aRaleigh (N.C.)$aRaleigh (N.C.)
► BT/NT/RT relationships from authority file lackingBT/NT/RT relationships from authority file lacking
Some potential solutionsSome potential solutions
►Search behavior educationSearch behavior education►FASTFAST►Web2 x-refs to redirect searches to Web2 x-refs to redirect searches to
43543577 QBQB 468468 480480 Non-optical methods of astronomyNon-optical methods of astronomy 22
McMaster’s geographic hierarchyMcMaster’s geographic hierarchyNorth America North America
Canada Canada
Alberta Alberta
British Columbia British Columbia
Vancouver Vancouver
Manitoba Manitoba
New Brunswick New Brunswick
Newfoundland Newfoundland
Northwest Territories Northwest Territories
Nova Scotia Nova Scotia
Nunavut Nunavut
Ontario Ontario
HamiltonHamilton
OttawaOttawa
Toronto Toronto
Prince Edward Island Prince Edward Island
Quebec (Province)Quebec (Province)
Montreal (Quebec)Montreal (Quebec)
Saskatchewan Saskatchewan
Yukon Territory Yukon Territory
Greenland Greenland
Mexico Mexico
United States United States
NCSU Endeca author facetNCSU Endeca author facet
►Positioned at the bottom of facet Positioned at the bottom of facet column because its utility was column because its utility was questionable in many circumstancesquestionable in many circumstances
►Entire 1xx/7xx string usedEntire 1xx/7xx string used►No hierarchical relationship between No hierarchical relationship between
corporate body and its subunitscorporate body and its subunits►No cross-reference structureNo cross-reference structure
► Make use of NAF, SAF, particularly cross-Make use of NAF, SAF, particularly cross-reference structurereference structure
► Massage underlying metadataMassage underlying metadata Addition of Date CatalogedAddition of Date Cataloged Addition of LC Class numbers to e-resourcesAddition of LC Class numbers to e-resources FRBR work numbers/records?FRBR work numbers/records? FAST headings?FAST headings?
► Accommodation of true browse for all indexesAccommodation of true browse for all indexes
When we make materials available, or when When we make materials available, or when we make them more available than they we make them more available than they have been in the past, we aren't just have been in the past, we aren't just providing more service -- we are actually providing more service -- we are actually changing what knowledge will be created. changing what knowledge will be created. We tend to pay attention to what we are We tend to pay attention to what we are making available, but not to think about how making available, but not to think about how differing availability differing availability affects the work of our affects the work of our users. -- Karen Coyle, Coyle’s Information users. -- Karen Coyle, Coyle’s Information [kcoyle.blogspot.com], March 19, 2007[kcoyle.blogspot.com], March 19, 2007