Posts Tagged ‘metasearch’

Notes on: EBSCO Discovery Service (EDS)

Posted on July 22nd, 2011 by Paul Stainthorp

The EBSCO Discovery Service is EBSCO’s own next-generation resource discovery system, built on the already-very-familiar EBSCOhost database platform.

EBSCO’s particular ‘angle‘ for EDS is that its content is built up out of a lot of high-quality, ‘scholarly’, subject-indexed content (similar to the individual bibliographic databases on EBSCOhost), which they are keen to push as superior to basic ‘Google-type’ keyword-indexed searching, where the quality-assured, ‘information literacy’ aspect to resource discovery may not be as strong.

(Enough scare quotes for ya?)

Features of EDS:

  • Highly customisable/’brandable’ – logos, colours, background images, text/field labels;
  • Uses the same administrative interface (for back-end configuration) as EBSCOhost;
  • Integrates with EBSCO Electronic Journals A-to-Z and LinkSource (i.e. Find it @ Lincoln) for access to full text via OpenURL;
  • Harvests MARC records from local catalogue, and repository etc. records (via OAI-PMH, presumably, although I forgot to ask);
  • Content: as well as the library’s own local collections (above), EDS searches a central EBSCO ‘base index’ of content/metadata from ~20,000 providers, plus content from those EBSCOhost databases to which the library subscribes; it also contains a lot of enhanced book metadata (cover images, subject headings, reviews, etc.). See EBSCO’s website.
  • It’s possible to set up a public, ‘guest’ version of EDS to search catalogue, repository, and the main EBSCO index – then allow your own users to log in and search the more complete content including subscription databases (though EBSCO suggest that few libraries actually provide guest search in practice, despite asking for it to be made possible!); it’s also possible to use EDS to create custom search interfaces for groups of packages/databases (or even for individual databases) – e.g. subject clusters;
  • Users can extend their search out to remote databases (i.e. those not included in EBSCO’s central base index + local databases) via a traditional metasearch facility (related: EBSCOhost Integrated Search);
  • It’s possible to limit the default search to full-text items only (making use of the coverage information held in the A-to-Z/LinkSource knowledgebase) – however EBSCO advise that most subscribing libraries don’t do this – instead starting their users off with searches of the complete EDS collection, then later on allowing users to narrow the search results down to full-text-only, if they want to;
  • Various APIs, HTML widgets, and other extension tools available through an ‘EBSCOhost Integration Toolkit’ (http://support.ebscohost.com/eit/) – N.B. some of these can also be used with the existing EBSCOhost databases;
  • Developer community of library people extending and customising EDS – example blog posts here and here;
  • While the advanced search options and user interface are highly configurable, there’s no facility to adjust the search ranking algorithms – i.e. the relative placing of items/collections against each other in search results (as is possible in e.g. Ex Libris Primo);
  • FRBRising of search results will be introduced in 2012;
  • EBSCO will offer libraries free trial access to EDS, including MARC record harvest where possible.

UK HE libraries using EDS include:

Notes on: Ex Libris Primo

Posted on July 8th, 2011 by Paul Stainthorp

Primo is library software group Ex Libris‘s umbrella, “one-stop solution for the discovery and delivery of local and remote resources, such as books, journal articles, and digital objects.” It’s used by around 20 institutions in the UK, and ~800 worldwide.

Information about Primo is available at: http://www.exlibrisgroup.com/category/PrimoOverview

A couple of other useful links:

  • Slides – redacted for confidentiality
  • Discovery‘ on the SCONUL Higher Education Library Technology (HELibTech) wiki

The development of Primo marked a move away from the existing, Z39.50-intensive, metasearch model of unified resource discovery, to the use of a hosted, central metadata index of scholarly content (Ex Libris call this the Primo Central Index), characterised by unified discovery & delivery; faceted navigation; and usage-based recommendation.

Primo features include:

  • Import of local data data sources (catalogues; repositories) to a standardised XML format to allow cross-collection searching;
  • Ranking of printed, electronic and locally born-digital or digitised content, configurable by the subscribing library;
  • Integration with the OPAC – stronger integration for libraries that use one of Ex Libris’s own Library Management Systems; less-tight integration is possible for ‘foreign’ OPACs;
  • Integration with Ex Libris’s bX usage-based journal article recommendation service, which derives recommendations from the ‘user journey’ from article-to-article;
  • FRBRised grouping of similar titles in search results;
  • Facets derived from both the Primo Central Index and from locally-harvested data: for example, a facet could be configured to allow users to limit a search to only those items which are available in the OPAC;
  • Tools to embed the Primo search box in remote web sites (VLE, intranet, etc.);
  • An ‘open’ platform for development (including a suite of Primo APIs) – the EL Commons;
  • A mobile-friendly UI (e.g. this example from Germany).

Higher Education libraries in the UK using Primo include:

…and outside the UK:

Ex Libris are also developing Alma – which does for the ‘back end’ of library systems architecture what Primo does for the front end discovery UI – i.e. provides ‘umbrella’, unified management of print, electronic, and digitised/digital resources in the one system. In the UK, the University of York are ‘early adopters’ of Alma. Information about Alma is available at: http://www.exlibrisgroup.com/category/AlmaOverview

Notes on: WorldCat Local

Posted on June 17th, 2011 by Paul Stainthorp

WorldCat Local is a commercial ‘next-generation’ library resource discovery platform, produced by “the world’s largest library co-operative”, OCLC. Its tagline: “Single-search access to 800+ million items from your library and the world’s library collections

As of June 2011, it is capable of providing access to more than 1,400 databases through a single search interface, via a mixture of ‘centrally indexed’ content, and remote databases retrieved by z39.50. There’s a list of content sources on OCLC’s website.

Libraries that purchase WorldCat Local can then mesh their own library collections with WorldCat (adding to the whole), via a mixture of batch upload-then-nightly synchronisation with their traditional library catalogue, OAI-PMH import, and use of OCLC’s own e-resources knowledgebase tool (alone or in synchronisation with an existing knowledgebase).

Records include both bibliographic and ‘evaluative’ (e.g. ToCs, summaries, book cover image) content, links to detailed authority records on named individuals etc., as well as some social features (tagging/commenting). Users can create a WorldCat account and log in to build their own lists of content (with the possibility that these could be used as formal or informal reading lists).

Higher Education libraries in the UK using WorldCat Local include:

…though there are some more well-developed implementations in the USA: [1] [2] [3]

A few links about WorldCat Local:

New features coming soon include the ability to limit searches to ‘available full-text only’, as well as to ‘peer-reviewed articles only’, and a new periodicals A-Z listing tool.

More information on WorldCat Local at: http://www.oclc.org/worldcatlocal/

Bring it on home, Jerome

Posted on November 5th, 2010 by Paul Stainthorp

Our blue-skies library ‘un-project’ (which is still codenamed Jerome) took a significant step forward this week, as Nick Jackson has described on the Jerome blog. Thanks to some clever Horizon-wrangling code (courtesy of Dave Pattern at the University of Huddersfield), Jerome will soon provide searchable access to the whole library catalogue of the University of Lincoln ~ some 300,000 bibliographic records.

Then, hopefully, things will start to get interesting:

Our own catalogue MARC records aren’t the only sources of data that we’re throwing Jerome’s way. We’re also going to tell it to pull records from the Lincoln Repository, through the OAI-PMH* metadata-harvesting protocol. And, via the JournalTOCs API, we can give Jerome access to RSS feeds of the tables of contents for many of our full-text subscription and open access electronic journals. For all resources, we’ll then take a look at what open data and record-enrichment (e.g. book cover images) we can grab from elsewhere on the Web to bolster search results.

Hey presto: cross-collection metasearch; cheap and quick. This cross-collection search will be made available through a dedicated Jerome portal, a search API, and an iPad app.

Diagram of Jerome data inputs

Details of the Jerome API (***still very, very much in development***) are at: http://jerome.blogs.lincoln.ac.uk/api/

Also worth reading is Nick’s explanation about what we’ll do with these aggregated search results, once they’re in our clutches:

“Finally, our big new announcement for the next Really Cool And Epically Awesome bit of Jerome: the somewhat boringly named Relevancy Engine. This is something we’ve been toying with the notion of for a while, but we’ve finally worked out how to do it and how it fits into the big plan. In short, it will do its best to make sure that what you get at the top of your search results is exactly what you’re looking for. It takes variables such as the books you’ve borrowed in the past, how long they’ve been out for, which course you’re doing, what year you’re in, borrowing habits of others on your course, past borrowing trends, your physical location, how many books you currently have out, the time of day and even the weather (who wants to walk to the library when it’s raining?) and uses them to subtly adjust which resources we present to you at any given moment. If the library is closed, ebooks will drift up your search results. Everybody on your course borrowing a specific book? It’s a fair bet that’s what you want, even if there are more specific title matches for your search. Postgraduate student? You’re probably more interested in journals than a fresher. These variables wil all be taken into account along with our search weighting (how ‘close’ a given item is to what you searched for ) when we work out the search rankings.”

~~~

*OAI-PMH = the “Open Archives Initiative – Protocol for Metadata Harvesting“. No, really.