Planning and Implementing Resource Discovery Tools in Academic Libraries

Planning and Implementing Resource Discovery Tools in Academic Libraries

Mary Pagliero Popp (Indiana University, USA) and Diane Dallis (Indiana University, USA)
Release Date: June, 2012|Copyright: © 2012 |Pages: 754
ISBN13: 9781466618213|ISBN10: 1466618213|EISBN13: 9781466618220|DOI: 10.4018/978-1-4666-1821-3


“Resource discovery” has many meanings, and it is now being defined as library research software that allows a library user to search multiple Web-based resources simultaneously and generate usable search results.

Planning and Implementing Resource Discovery Tools in Academic Libraries addresses the many new resource discovery tools and products in existence, as well as their potential uses and applications. This timely publication will be invaluable to librarians and administrators seeking information on how to evaluate, choose, and ultimately implement a resource discovery product for their library’s collection.

Topics Covered

The many academic areas covered in this publication include, but are not limited to:

  • Areas of Concern in Use of the Discovery Tool
  • How Researchers Find Information
  • How the Digital Consumer Experience Influences Online Research
  • Integrating Local Digital collections and Non-Mainstream Resources into Discovery Tools
  • Selecting and Implementing a Discovery Tool
  • User Behavior and Expectations for Library Web Sites
  • User Testing and User-Centered Design in Implementing Discovery Solutions
  • What Libraries have Learned from Federated Searching

Reviews and Testimonials

For librarians and administrators, Popp, a resource and discovery librarian at Indiana U. Bloomington, and Dallis, a dean for academic library services there, bring together 40 chapters by librarians from US and Canadian universities on planning and implementing resource discovery tools to meet the needs of users for a simple search and the desires of librarians to present scholarly research in ways appropriate for today's user, who is used to simple web search engines. They first review information seeking among academic users, the federated search as a precursor to discovery tools, and issues involved in planning, implementation, use, and maintenance of discovery tools. Then, through case studies of various universities, they describe how to evaluate tools; user behavior and expectations; user teaching and user-centered design in implementing discovery solutions, with discussion of EBSCO Discovery Services, Primo from ExLibris, and Serials Solutions Summon; implementation issues, including resource selection and configuration of the public interface and the development of an in-house discovery tool; embedding the tool within environments such as a learning management system and enterprise portal or a consortium environment; supporting organizational buy-in; marketing; the impact on collection use and cataloging maintenance; experiences in selecting and implementing products like Encore Strategy, Primo Central, and WorldCat Local; and problems of next generation search tools and the challenges and opportunities of the metadata environment in the context of discovery tools, as well as tools for music researchers.

– Book News Inc. Portland, OR

Providing both practical advice and critical analysis of resource discovery tools’ use, implementation, and effectiveness in academic libraries, this volume offers theory and practical chapters, supporting librarians, administrators, and programmers in academic and specialized library settings who are considering and currently using resource discovery tools.

– Sara Marcus, American Reference Books Annual

Choosing the right discovery product that not only enables the myriad of resources to be aggregated and exposed but at the same time provides a positive search experience for the user can be a daunting and overwhelming decision for any library. This comprehensive reference source on virtually all aspects of selecting a discovery service in an academic library provides just what a library needs to make an informed and thoughtful decision. Edited by Mary Pagliero Popp and Diane Dallis, this book packs a punch at a whopping 732 pages of useful and timely information that goes beyond selecting and implementing discovery services.

– Regina Gong, Journal of Electronic Resources Librarianship, USA

This book includes a critical analysis of why discovery tools are gaining such wide acceptance in the marketplace despite their cost and their limitations. It also addresses the problems which will face the next generation of search tools and the associated metadata. Most intriguing is the promise offered by the option of adding a collection-browsing tool and promoting the value of serendipity in research. This book is a must have for every academic library intending to continue operating into the future.

– The Australian Library Journal, Vol. 62, No. 2 - Helen Dunford,Tasmanian Polytechnic

This hefty volume is a comprehensive exploration of discovery tools meant for academic librarians considering implementing, switching, or evaluating discovery tools. Experienced contributors (mostly from larger academic libraries) report, analyze, and assess their research and experiences at every step in the process. All academic librarians can benefit from the authors’ experiences by dipping into one or more of the 40 articles covering topics such as the RFP process, institutional buy-in, discovery in a consortial environment, and usability testing. There are also articles on specific discovery tools, such as Primo, WorldCat Local, and Summon. The guide, lengthy as it is, is tempting to read from beginning to end. Articles are quick and fascinating to peruse, with screen shots, replicated test instruments, tables, and charts.

– Christine Whittington, Booklist Online Review

Table of Contents and List of Contributors

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Editorial Advisory Board
Table of Contents
Damon E. Jaggars
Diane Dallis, Mary Pagliero Popp
Diane Dallis, Mary Pagliero Popp
Chapter 1
Nancy Falciani-White
This chapter reviews significant information seeking literature, focusing on general models that can provide a framework for those not familiar with... Sample PDF
Understanding Information Seeking Behavior of Faculty and Students: A Review of the Literature
Chapter 2
LeiLani Freund, Christian Poehlmann, Colleen Seale
Many academic libraries implemented a metasearch or federated search platform as a way to expand the amount of relevant information available to... Sample PDF
From Metasearching to Discovery: The University of Florida Experience
Chapter 3
David P. Brennan
This chapter presents a high-level, non-system-specific discussion of issues surrounding the planning, implementation, use, and maintenance of... Sample PDF
Details, Details, Details: Issues in Planning for, Implementing, and Using Resource Discovery Tools
Chapter 4
Jason Vaughan
Selecting a major new discovery service for students and researchers is an important undertaking. Web-scale discovery has implications for library... Sample PDF
Evaluating and Selecting a Library Web-Scale Discovery Service
Chapter 5
Monica Metz-Wiseman, Melanie Griffin, Carol Ann Borchert, Deborah Henry
The authors of this chapter interviewed librarians from fifteen academic institutions who participated in a selection process for a discovery... Sample PDF
Best Practices for Selecting the Best Fit
Chapter 6
Amy Hoseth
As libraries re-think their collections, emphasizing online access and building digital resource collections that are growing at an exponential... Sample PDF
Criteria to Consider when Evaluating Web-based Discovery Tools
Chapter 7
Dace Freivalds, Binky Lush
Many libraries are in the process of purchasing and implementing Web-scale discovery systems. In order to ensure that the selected system meets the... Sample PDF
Thinking Inside the Grid: Selecting a Discovery System through the RFP Process
Chapter 8
David Bietila, Tod Olson
This chapter discusses a process that can be used by libraries to evaluate the current generation of resource discovery tools. The process considers... Sample PDF
Designing an Evaluation Process for Resource Discovery Tools
Chapter 9
Tammera M. Race
Serendipity, the accidental discovery of something useful, plays an important role in discovery and the acquisition of new knowledge. The process... Sample PDF
Resource Discovery Tools: Supporting Serendipity
Chapter 10
William H. Mischo, Mary C. Schlembach, Joshua Bishoff, Elizabeth M. German
Academic libraries are transitioning from access systems based on federated, broadcast search technologies to Web-scale discovery systems with... Sample PDF
User Search Activities within an Academic Library Gateway: Implications for Web-scale Discovery Systems
Chapter 11
Janet Fransen, Lara Friedman-Shedlov, Nicole Theis-Mahon, Stacie Traill, Deborah Boudewyns
While many other academic libraries are currently or have recently faced the challenge of setting a new direction for their discovery platforms, the... Sample PDF
Setting a Direction for Discovery: A Phased Approach
Chapter 12
Suzanne Chapman, Scott Dennis, Kathleen Folger, Ken Varnum
This chapter discusses the user-focused research conducted at the University of Michigan Library to help make decisions about selecting and... Sample PDF
Developing a User-Centered Article Discovery Environment
Chapter 13
David Earl Noe
This chapter discusses the results of a review of the first 25 results for some of the most common searches in one college’s instance of Summon™1... Sample PDF
Replicating Top Users’ Searches in Summon and Google Scholar
Chapter 14
Lucy Holman, Elias Darraj, Jonathan Glaser, Alice Hom, Heather Mathieson, Deane Nettles, Aronya Waller
Researchers observed 21 participants (undergraduates, graduate students, and faculty) conduct known item and topic searches using EBSCO Discovery... Sample PDF
How Users Approach Discovery Tools
Chapter 15
Lisa O’Hara, Pat Nicholls, Karen Keiller
The University of Manitoba Libraries (UML) hired an external company to perform usability testing on its website in 2008 and 2009. A component of... Sample PDF
Search Success at the University of Manitoba Libraries Pre- and Post-Summon Implementation
Chapter 16
Juliet Kerico, Paul Anthony, Chris Bulock, Lynn Fields
In 2009, the Library & Information Services (LIS) Web Task Force of Southern Illinois University Edwardsville (SIUE) was charged with improving its... Sample PDF
Fostering Discovery through Web Interface Design: Perpetual Beta as the New Norm
Chapter 17
Felicia Palsson
This chapter describes the situational context and strategic goals at the University of Southern California (USC) Libraries that led to... Sample PDF
Usability Testing Summon on the USC Libraries Home Page
Chapter 18
Andrew J. Welch
In the summer of 2010, Drake University’s Cowles Library implemented EBSCO Discovery Service™1 (EDS). During the implementation and throughout the... Sample PDF
Implementing Library Discovery: A Balancing Act
Chapter 19
Amy S. Jackson, Kevin Comerford, Suzanne M. Schadl, Rebecca Lubas
The University Libraries (UL) at the University of New Mexico has experience implementing both a resource discovery tool from a standard library... Sample PDF
Discovering Our Library’s Resources: Vendor Tools Versus In-House Tools
Chapter 20
Nina Exner, Stephen Bollinger, Iyanna Sims
F.D. Bluford Library is a mid-sized library serving over 10,000 undergraduate and graduate students. In 2010, the Library began to transition from... Sample PDF
Discovery in a Hurry: Fast Transitions from Federated Search to Article Discovery
Chapter 21
David Dahl, Patricia MacDonald
Discovery tools have the potential to disrupt the workflows and established practices of libraries, which can lead to resistance in their use. In... Sample PDF
Implementation and Acceptance of a Discovery Tool: Lessons Learned
Chapter 22
Scott Garrison, Anne Prestamo, Juan Carlos Rodriguez
A number of studies have shown that people start research with Google and other easy, convenient tools. Though they recognize the value of library... Sample PDF
Putting Library Discovery Where Users Are
Chapter 23
Mark Christel, Jacob Koehler, Michael Upfold
A consortium of five liberal arts colleges (Denison, Kenyon, Oberlin, Wooster, and Ohio Wesleyan), decided to investigate discovery tools... Sample PDF
Implementing a Discovery Layer in a Consortial Environment
Chapter 24
Meris A. Mandernach, Jody Condit Fagan
While launching a discovery tool can be technically easy, establishing a process that will result in organizational buy-in for the tool is an... Sample PDF
Creating Organizational Buy-in: Overcoming Challenges to a Library-Wide Discovery Tool Implementation
Chapter 25
Mary Mintz
This chapter provides information about why marketing a new discovery system is important both for libraries and for users. It also presents a case... Sample PDF
Introducing Discovery Systems to Academic User Communities: A Case Study with Recommendations
Chapter 26
Jan Kemp
The University of Texas at San Antonio Libraries implemented the Summon1™ Discovery Service in January 2010 to provide a convenient starting point... Sample PDF
Does Web-Scale Discovery Make a Difference?: Changes in Collections Use after Implementing Summon
Chapter 27
Pamela Harpel-Burke
With the implementation of discovery systems, cataloging maintenance and authority control activities need to be re-evaluated. The online survey... Sample PDF
Catalog Maintenance and Authority Control in Discovery Systems: A Survey of Early Adopters
Chapter 28
Anita K. Foster, Sarah C. Williams
This chapter provides a case study of EBSCO Discovery Service™1 at Illinois State University’s Milner Library. After a formal selection process... Sample PDF
Early Adoption: EBSCO Discovery Service at Illinois State University
Chapter 29
Courtney Greene
In early 2010, Indiana University Bloomington Libraries became a beta tester for the EBSCO Discovery Service (EDS)™ 1 product, and subsequently... Sample PDF
The Long and Winding Road: Implementing Discovery at Indiana University Bloomington Libraries
Chapter 30
Rachel A. Erb
Implementing Web-scale discovery at the University of Nebraska at Omaha’s (UNO) Criss Library presented some unexpected challenges. The UNO library... Sample PDF
Encore Synergy Implementation at a Medium-Sized University Library: Unforeseen Challenges and Opportunities
Chapter 31
Dale Poulter
Vanderbilt University implemented Primo Central™ in early 2010. Although several factors went into the decision to adopt Primo Central™1 early in... Sample PDF
Primo Central: A Step Closer to Library Electronic Resource Discovery
Chapter 32
Jennifer Palmisano
The mission of this chapter is to demonstrate one research/cultural institution’s discovery solution journey. This includes information about the... Sample PDF
The Single-Search Project: Selecting and Implementing Primo at a Research and Cultural Heritage Institution
Chapter 33
Aaron B. Bales, Mark Dehmlow
The University of Notre Dame and the Michiana Academic Library Consortium (MALC) have implemented Ex Libris’™1 Primo®2 as its next generation... Sample PDF
Implementing Primo for the Michiana Academic Library Consortium (MALC)
Chapter 34
June Thoburn, Annette Coates, Graham Stone
The University of Huddersfield and Northumbria University were two of the first adopters of the Summon™ Web-scale commercial discovery system in... Sample PDF
Simplifying Resource Discovery and Access in Academic Libraries: Implementing and Evaluating Summon at Huddersfield and Northumbria Universities
Chapter 35
Elizabeth P. Babbitt, Amy Foster, Doralyn Rossmann
Academic libraries have a myriad of information sources for their communities, yet meeting users at their point of need can be a daunting task.... Sample PDF
Implementation of Resource Discovery: Lessons Learned
Chapter 36
Angi Faiks, Johan Oberg, Katy Gabrio
OCLC’s WorldCat®1 Local has offered users at Macalester College information discovery and retrieval experiences well beyond what was provided by... Sample PDF
WorldCat Local: A Transformative Solution
Chapter 37
Tyler Goldberg, Anna Marie Johnson, Randy Kuehn
This chapter describes the implementation of the WorldCat®1 Local discovery tool in a multiple-library system at a mid-sized university. The catalog... Sample PDF
Tiptoeing Forward: Implementing and Integrating WorldCat Local as a Discovery Tool
Chapter 38
William Breitbach
With significant developments in library discovery systems, many libraries are exploring options for improving access to content. Although these new... Sample PDF
Web-Scale Discovery: A Library of Babel?
Chapter 39
Peter Webster
Discovery services, such as Serials Solutions Summon, OCLC Local WorldCat, ExLibris Primo, and EBSCO Discovery Service, are built around... Sample PDF
The Web-Scale Discovery Environment and Changing Library Services and Processes
Chapter 40
Anita Breckbill
It is not possible to perform a complete or efficient search for musical works using current resource discovery tools. Using examples from Encore... Sample PDF
The Trial of Searching for Musical Works Using Resource Discovery Tools
About the Contributors

Author(s)/Editor(s) Biography

Mary Pagliero Popp is the Resource and Discovery Services Librarian at Indiana University (IU) Bloomington and has been with the University in various capacities for nearly 40 years. She has been involved with IU’s IUCAT Web catalog and works with the team developing Blacklight next generation catalog for all IU campuses. Mary has also worked on implementation of IU Bloomington’s implementations of both WorldCat Local (2009-2011) and EBSCO Discovery Service (2010 to the present). She holds an MLS and an M.S. in Adult Education. Active in the American Library Association, she has served as President of the Library Instruction Round Table and will serve as President, Reference and User Services Association (RUSA) in 2012-2013. Her research interests include discovery systems, characteristics of library users, usability testing of library resources, and active learning techniques.
Diane Dallis is the Associate Dean for Library Academic Services at Indiana University Bloomington Libraries. In this role she oversees library public service departments including Access Services, Area Studies, Arts and Humanities, Digital User Experience, Government Information Services, Reference Services, Sciences, Social Sciences, and Teaching and Learning. From 2004-2009 she was Head of the Information Commons, from 2003-2004 she was the Instructional Services Librarian, and from 1998 to 2003 she was the Instructional Design Librarian at the Indiana University Bloomington Libraries. She received her B.S. in Education in 1994 and she earned her M.L.S. in 1998 from Indiana University Bloomington.