Primo Primer Meta Lib for Mere Mortals Paul
Primo Primer / Meta. Lib+ for Mere Mortals Paul Aloisio, Systems Librarian | paul_aloisio@harvard. edu Laura Morse, Manager of Library Systems Projects | laura_morse@harvard. edu Hank Sway, Systems Librarian | henry_sway@harvard. edu Office for Information Systems ABCD-Library Working Group – April 17, 2012
(One aspect of) the Search and Discovery Problem • 2 catalogs of print and electronic materials • 100’s of individual databases – Many too subject-specific in this era of crossdisciplinary research • • 1000’s(+) of individual journal websites Google. . Wikipedia. . Too many places for library users to search! Primo Primer | ABCD-Library | 4/17/2012
Solution, Phase 1: Federated / Meta-search • Cross-search of multiple independent databases in a single discovery interface • Remember Dogpile? • Harvard’s implementation: E-Research (Meta. Lib by Ex Libris) • Cons: slow, user still required to select resources to search Primo Primer | ABCD-Library | 4/17/2012
Solution, Phase 2: Mega-aggregate Indexes and Next-gen Discovery • Single index of a vast body of scholarly content from a variety of publishers and content providers • Results retrievable from a single search • More akin to Google Scholar • Separation of discovery and fulfillment Primo Primer | ABCD-Library | 4/17/2012
Mega-aggregate indexes and next-gen discovery interfaces, a gross oversimplification Next gen interface Examples: Primo Summon World. Cat Local EBSCO Discovery Open source OPAC Other local data (sometimes) Vendor aggregated index (articles, etc. ) Not to scale Primo Central index EBSCO Discovery index Catalog data (sometimes) ILS Vendor aggregated index (articles, etc. ) Summon index World. Cat Local index EBSCOhost data Primo Primer | ABCD-Library | 4/17/2012 Elsevier data; First. Search data
Definition: Ex Libris Group • A leading company in the library automation services marketplace • Creator of many products currently in use at Harvard, including the ALEPH integrated library system Primo Primer | ABCD-Library | 4/17/2012
Definition: Primo Central Index • Ex Libris’ “. . . mega-aggregation of hundreds of millions of scholarly eresources of global and regional importance. These include journal articles, e-books, reviews, legal documents and more that are harvested from primary and secondary publishers and aggregators, and from open-access repositories. ” • http: //www. exlibrisgroup. com/category/Primo. Central Primo Primer | ABCD-Library | 4/17/2012
Definition: Primo • A discovery framework that allows users to import data (encoded in MARC, EAD, etc. ) for indexing and display purposes (like HOLLIS) • NOT the service Harvard has implemented • “Primo® is a one-stop solution for the discovery and delivery of local and remote resources, such as books, journal articles, and digital objects. ” • http: //www. exlibrisgroup. com/category/Primo. Overview Primo Primer | ABCD-Library | 4/17/2012
Definition: Meta. Lib+ • A hosted Primo Saa. S environment with access to the Primo Central Index • Harvard DOES have a full implementation of this service • “Meta. Lib+ is a cloud-based Primo service for electronic material discovery, providing instant access to the Primo Central Index with its vast coverage of scholarly content. ” • http: //www. exlibrisgroup. com/category/Meta. Lib. Plus Primo Primer | ABCD-Library | 4/17/2012
Definition: Meta. Lib • Federated / meta-search across multiple independent databases • Also a resource finder/locator Primo Primer | ABCD-Library | 4/17/2012
Definition: SFX • Ex Libris’ Open. URL Link Resolver or “Citation Linker” • The purple Find it @ Harvard button • Bridge between a known citation and its online location(s) • Related article recommender service (b. X) Primo Primer | ABCD-Library | 4/17/2012
PCI/Meta. Lib+ : A Few Advantages • Speed! • Relevancy Ranking • Improved search refinements/facets and filtering • Integrated recommendations • My Research • Direct export to Ref. Works/End. Note Primo Primer | ABCD-Library | 4/17/2012
PCI/Meta. Lib+ : A Few Oddities • Creation Date facet • Interface usability: open questions – Lack of “single record view” • Does not play well with Zotero (Firefox extension / citation management tool) Primo Primer | ABCD-Library | 4/17/2012
What is in PCI again? • Descriptive data about traditional stuff – Journal articles, Books, Newspapers • Less traditional (a. k. a. interesting) stuff – News broadcast transcripts, maps, data sets, video, images, theses • Some hard to find stuff – Government reports, discussion papers, trial transcripts, oral histories, diaries Primo Primer | ABCD-Library | 4/17/2012
What are you really searching in PCI? • It depends on the provider and collection – Some material has the full text indexed – Other material only has brief descriptive data – Other material may include abstracts and subject heading data Primo Primer | ABCD-Library | 4/17/2012
Examples • ACM Digital library – Full Text and Subject headings • JSTOR – Subject headings only Primo Primer | ABCD-Library | 4/17/2012
Types of searches - comparison • Looking for a specific Article – Homogenization of a class of nonlinear eigenvalue problems Proceedings of the Royal Society of Edinburgh: Section A Mathematics / Volume 136 Issue 01 - pp 7 - 22 Primo Primer | ABCD-Library | 4/17/2012
Primo Central Index - duplicates • Found 3 copies of the article • Differences in descriptions – including who the lead author was! • Cambrige University Press (publisher): – Baffico, L ; Conca, C ; Rajesh, M • Web of Science – Baffico, L ; Conca, C ; Rajesh, M • Ingenta – Rajesh, M. Primo Primer | ABCD-Library | 4/17/2012
Google Scholar Primo Primer | ABCD-Library | 4/17/2012
Google Scholar – removed duplicates • Collapsed versions of Article • Provided citation analysis – who cited this • Link to Full Text Primo Primer | ABCD-Library | 4/17/2012
What about a broad search? • Search for Blood Cancer Primo Primer | ABCD-Library | 4/17/2012
Primo Central Index - relevant • Returned result with ‘blood cancer’ • Seems pretty relevant Primo Primer | ABCD-Library | 4/17/2012
Google Scholar Primo Primer | ABCD-Library | 4/17/2012
Google Scholar – not as relevant • Looked for both terms, blood and cancer, but not the phrase Primo Primer | ABCD-Library | 4/17/2012
Meta. Lib Quick Search – less relevant • Meta. Lib search results are presented by year – Relevance feature is disabled in Harvard’s implementation • There also a limited number of records to do ranking on – 193 records retrieved in Meta. Lib vs. 1 million+ in PCI vs. 2 million+ in Google Scholar Primo Primer | ABCD-Library | 4/17/2012
Which to use? • Google Scholar – Good for finding a known article • Primo Central Index – Broadest types of materials • Meta. Lib – Good links to native databases Primo Primer | ABCD-Library | 4/17/2012
NISO • What is NISO, anyway? • National Information Standards Organization • a non-profit association accredited by the American National Standards Institute (ANSI) • identifies, develops, maintains, and publishes technical standards to manage information Primo Primer | ABCD-Library | 4/17/2012
NISO, continued • NISO standards apply both traditional and new technologies to the full range of information-related needs, including retrieval, re-purposing, storage, metadata, and preservation. • Trivia Time! Primo Primer | ABCD-Library | 4/17/2012
NISO, continued • ANSI/NISO Z 39. 50 Information Retrieval : Application Service Definition & Protocol Specification • ANSI/NISO Z 39. 93 The Standardized Usage Statistics Harvesting Initiative (SUSHI) Protocol • ANSI/NISO Z 39. 9 International Standard Serial Numbering (ISSN) Primo Primer | ABCD-Library | 4/17/2012
NISO Initiatives • What is not working and how does that affect stakeholders? • Does this relate to other existing efforts? Is a shift in one/more of them required or is a new effort needed? • Who will benefit from the deliverables? • Who needs to participate? • What does the initiative need to do; what does it NOT need to do • How can uptake of the deliverable be encouraged? Primo Primer | ABCD-Library | 4/17/2012
NISO Deliverables Standard Recommended Practice Balance: no single interest category constitutes a majority of the membership / voting pool / working group: producer, user, general interest Consensus: respond to all comments and make efforts to resolve negative votes, even if proposal is approved Open process: allowing members and the community to have confidence in NISO standards. Primo Primer | ABCD-Library | 4/17/2012
NISO Open Discovery Initiative • Current discovery services are primarily based upon indexes derived from journals, ebooks and other electronic information of a scholarly nature • The content comes from a range of information providers and products-commercial, open access, institutional, etc. Primo Primer | ABCD-Library | 4/17/2012
NISO ODI Goals • Define standards and/or best practices for the new generation of library discovery services that are based on indexed search • Establish a more standard set of practices for the ways that content is represented in discovery services and for the interactions between the creators of these services and the information providers whose resources they represent. Primo Primer | ABCD-Library | 4/17/2012
Balance of Constituents Libraries Marshall Breeding, Vanderbilt University Jamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard University Ken Varnum, University of Michigan Anya Arnold, Orbis Cascade Alliance Sara Brownmiller, University of Oregon Lucy Harrison, College Center for Library Automation (D 2 D liaison/observer) Publishers Lettie Conrad, SAGE Publications Beth La. Pensee, ITHAKA/JSTOR/Portico Jeff Lang, Thomson Reuters Linda Beebe, American Psychological Association Aaron Wood, Alexander Street Press Service Providers Jenny Walker, Ex Libris Group John Law, Serials Solutions Michael Gorrell, EBSCO Information Services David Lindahl, University of Rochester (XC) Jeff Penka, OCLC (D 2 D liaison/observer) Primo Primer | ABCD-Library | 4/17/2012
Project Outline • Identify stakeholders’ needs & requirements • Create recommendations & tools to streamline process • Provide effective means of assessment Primo Primer | ABCD-Library | 4/17/2012
Specific Deliverables • Standard vocabulary • NISO Recommended Practice: – Data format & transfer – Communicating content rights – Levels of indexing, content availability – Linking to content – Usage statistics – Evaluate compliance • Plan to disseminate this information to stakeholders Primo Primer | ABCD-Library | 4/17/2012
Timeline Milestone Target Date Appointment of working group December 2011 Approval of charge and initial work plan March 2012 Agreement on process and tools June 2012 Completion of information gathering October 2012 Completion of initial draft January 2013 Completion of final draft May 2013 Primo Primer | ABCD-Library | 4/17/2012 Status
Next steps Summer-Fall 2012: • Determine processes & tools • Gather information from stakeholders Primo Primer | ABCD-Library | 4/17/2012
Connect with ODI • Project website: http: //www. niso. org/workrooms/odi/ • Interest group mailing list: http: //www. niso. org/lists/opendiscovery/ • Email ODI: odi@niso. org Primo Primer | ABCD-Library | 4/17/2012
Slide Acknowledgement • Much appreciation to Nettie Legace (NISO), Jamene Brooks-Kieffer (Kansas State University), and John Law (Serials Solutions) for sharing the slides NISO and ODI from ER&L! Primo Primer | ABCD-Library | 4/17/2012
Questions/Comments? Primo Primer | ABCD-Library | 4/17/2012
Thank you. Paul Aloisio, Systems Librarian | paul_aloisio@harvard. edu Laura Morse, Manager of Library Systems Projects | laura_morse@harvard. edu Hank Sway, Systems Librarian | henry_sway@harvard. edu Office for Information Systems ABCD-Library Working Group – April 17, 2012
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