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THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding Suffolk Cooperative Library System May 20, 2011
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THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

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Page 1: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

THE FUTURE OF THE LIBRARY CATALOGOPACS GIVE WAY TO DISCOVERY

Marshall BreedingDirector for Innovative Technology and ResearchVanderbilt University LibraryFounder and Publisher, Library Technology Guideshttp://www.librarytechnology.org/http://twitter.com/mbreedingSuffolk Cooperative Library

System

May 20, 2011

Page 2: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Abstract

Marshall Breeding will provide a look in to the next generation of library catalogs. A slate of new discovery services are now available, with new developments underway that help libraries move away from OPACS mired in technology of decades past into a new genre of interfaces that resonate with today’s Web-savvy library users.

Page 3: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Evolution of library collection discovery tools

Bound handwritten catalogs Card Catalogs Library online catalogs – OPACs Next-Gen Catalogs / Discovery interfaces Social Discovery Web-scale discovery services Comprehensive presentation layer

services

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Bound Catalog

National Library of Colombia

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Card Catalog

National Library of Argentina

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Card Catalog

National and University Library, Slovenia

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Card Catalog

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Card Catalog

University of Kansas Library

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Online Card Catalog

Salem International University

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Computerized card catalog

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Online Catalog

Search:

Search Results

ILS Data

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Web-based online catalog

Page 13: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Disjointed approach to information and service delivery

Silos Prevail Books: Library Online Catalog (ILS module) eBook collections (such as Overdrive) Local digital collections

ETDs, photos, rich media collections Articles: Aggregated content products, e-journal

collections OpenURL linking services E-journal finding aids (Often managed by link resolver) Subject guides (e.g. Springshare LibGuides) Metasearch engines

All searched separately

Page 14: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Federated Search

Simultaneous search of library catalog and selected remote resources of electronic content

Based on live, dynamic queries cast to multiple targets

Limited result sets, slow performance Search and retrieval protocols: Z39.50,

XML gateways

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Federated Search products

IndexData: Pazpar2 / MasterKey Ex Libris: MetaLib WebFeat Serials Solutions: 360 Search Innovative Interfaces: Research Pro

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Federated Search

Search: Digital

Collections

ProQuest

EBSCOhost

…MLA

Bibliography

ABC-CLIO

Search Results

Real-time query and responses

ILS Data

Page 17: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Union Catalog based on Federated Search

Search: Library B

Library C

Library D

…Article

Database A

EBSCOhost

Search Results

Real-time query and responses

Library A

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Modernized Interface

Single search box Query tools

Did you mean Type-ahead

Relevance ranked results Faceted navigation Enhanced visual displays

Cover art Summaries, reviews,

Recommendation services

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Discovery Products

http://www.librarytechnology.org/

discovery.pl

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Decoupled from ILS

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Discovery Interface

Search: Digital

Collections

ProQuest

EBSCOhost

…MLA

Bibliography

ABC-CLIO

Search Results

Real-time query and responses

ILS Data

Local Index

Meta

Search

En

gin

e

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Legacy ILS Model / Extended Discovery

`

API Layer

LMS

Con

solid

ate

d in

dex

Search Engine

Discovery ServiceSearch:

Digital Collectio

ns

ProQuest

EBSCOhost

…JSTOR

Other Resourc

es

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Endeca

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AquaBrowser

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AquaBrowser

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AquaBrowser

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AquaBrowser

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LS2 PAC

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LS2 PAC

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VuFind

VuFind: Villanova University

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Differentiation in Discovery

Products increasingly specialized between public and academic libraries

Public libraries: emphasis on engagement with physical collection

Academic libraries: concern for discovery of heterogeneous material types, especially books + articles + digital objects

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Discovery from Local to Web-scale Initial products focused on technology

AquaBrowser, Endeca, Primo, Encore, VuFind Mostly locally-installed software

Current phase focused on pre-populated indexes that aim to deliver Web-scale discovery Summon (Serials Solutions) WorldCat Local (OCLC) EBSCO Discovery Service (EBSCO) Primo Central Encore with Article Integration

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Web-scale Discovery

Search: Digital

Collections

ProQuest

EBSCOhost

…MLA

Bibliography

HathiTrust

Search Results

Pre-built harvesting and indexing

Con

solid

ate

d In

dex

ILS Data

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State-wide Discovery

Search: Digital

Collections

EBSCO

ILS Data: Nashville

Public

…ILS Data:

UTK

ILS Data: Tinn-Share

Search Results

Pre-built harvesting and indexing

Con

solid

ate

d In

dex

ILS DataVanderbilt

Page 35: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

State-wide Discovery

Search: Digital

Collections

EBSCO

ILS Data: Institution

B

…ILS Data: Institution

C

ILS Data: Statewide

Union Catalog

Search Results

Pre-built harvesting and indexing

Con

solid

ate

d In

dex

ILS DataInstitution

A

Page 36: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Web-scale Search + Federated Search

Search: Digital

Collections

ProQuest

…MLA

Bibliography

ABC-CLIO

Search Results

Pre-built harvesting and indexing

Con

solid

ate

d

Index

ILS Data

FedSearch Non-

harvestable

Resources

Interim model to deal with resources not possible to harvest into consolidated index

Page 37: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Pre-populated discovery services

New-generation interface Harvested local content

ILS metadata Institutional repositories, ETDs, Digital

Collection platforms Vendor-supplied indexes of library content

E-journals, databases, e-books Full-text and metadata corresponding to e-content

subscriptions Book collections beyond local library collections

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Discovery w/Full-text Book content

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HathiTrust

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Integration with e-book lending services

Library catalog populated with MARC records representing e-book collection

Library users linked into e-book vendor site

Uses ILS patron authentication for patron validation and authorization

Page 41: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Diminished role of the ILS for e-books

Little of the infrastructure provided by the ILS or discovery system applies to e-books: Ability to view items charged through the

user’s library account Perform services as with other library content

– renewals, holds, etc. The transition to increased proportions of e-

books will present significant challenges for how the ILS delivers comprehensive management and access

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Major Library e-Book providers Overdrive NetLibrary

Independent > OCLC > EBSCO eBrary > ProQuest Competition to provide e-book content in

aggregation packages and discovery services

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Recent announcement:

3M will offer a cloud library e-book service

Discovery stations placed in the library Ability to access materials remotely? Full announcement to come at ALA

Annual Conference in June.

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Summon

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Summon

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EBSCO Discovery Service

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Primo / Primo Central

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Primo / Primo Central

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Encore Synergy

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Encore Synergy

Search: Digital

Collections

ProQuest

…Lo

cal

Index

ILS Data

Web

S

erv

ices

Local Index Results

Local Index Results

Remote Search Results

EBSCOhost

…MLA

Bibliography

ABC-CLIO

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Encore Synergy

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Social Discovery

Builds on modernized library catalog interfaces Strong emphasis on Web 2.0 concepts Users invited to contribute reviews, ratings,

preferences, reading lists, etc. User-supplied data becomes part of the

discovery process Users help each other to find interesting library

materials Example: Leverage use data for a

recommendation service of scholarly content based on link resolver data: Ex Libris bX service

Page 53: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Social Discovery

Search:

Digital Collections

Web site data

…User

Contributed Content

Search Results

Loca

l Ind

ex

ILS Data

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BiblioCommons

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BiblioCommons

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BiblioCommons

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BiblioCommons

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BiblioCommons

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SoPAC

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SoPAC

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SoPAC

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Delivering library services to mobile devices

Increased expectationfor access to services through mobile

Library services: Mobile web Apps

Transmit library notices through SMS

Carefully selectfunctionality appropriatefor mobile

Page 63: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Tablet computing

Tablet computers have been around for a while, but the introduction of Apple’s iPad increases popularity

High-qualitydevice for content consumption

Access to library services and content

http://www.csmonitor.com/Science/2010/0524/A-rundown-of-the-best-iPad-astronomy-apps

Page 64: THE FUTURE OF THE LIBRARY CATALOG OPACS GIVE WAY TO DISCOVERY Marshall Breeding Director for Innovative Technology and Research Vanderbilt University Library.

Next-Gen Library Catalogs

Marshall BreedingNeal-Schuman PublishersMarch 2010

Volume 1 of The Tech Set