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OPAC 2.0 supporting library users Dave Pattern, Library Systems Manager University of Huddersfield [email protected]

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Presentation given at CILIP event in Edinburgh (28/11/2008)

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Page 1: Edinburgh Dave Pattern

OPAC 2.0

supporting library users

Dave Pattern, Library Systems ManagerUniversity of Huddersfield

[email protected]

Page 2: Edinburgh Dave Pattern

preamble

• Presentation available at:– www.slideshare.net/daveyp/

• Please remix and reuse this presentation!– creativecommons.org/licenses/by-nc-

sa/3.0

Page 3: Edinburgh Dave Pattern

contents• Does your OPAC “suck”?• 2007 OPAC survey• Experiences at Huddersfield• Other libraries• Open Source and commercial

products• Web services• OPAC 2.0

Page 4: Edinburgh Dave Pattern

does your OPAC “suck”?

Page 5: Edinburgh Dave Pattern
Page 6: Edinburgh Dave Pattern

2007 OPAC survey• On a scale of 1 to 10 (where 1 is

extremely unhappy and 10 is extremely happy), how happy are you with your OPAC?

5.1

Page 7: Edinburgh Dave Pattern

2007 OPAC survey

• One criticism of OPACs is that they rarely have cutting edge features that our users expect from a modern web site.

On a scale of 1 to 10, how well do you think your OPAC meets the needs and expectations of your users?

4.5

Page 8: Edinburgh Dave Pattern

the OPAC as a “pig”

• “After all, you can put lipstick on a pig, but it's still very much a pig.”

(Roy Tennant discussing the OPAC, Library Journal, 2005)

• “Never try to teach a pig to sing; it wastes your time and it annoys the pig.”

(attrib. Robert Heinlein, author)

Page 9: Edinburgh Dave Pattern

pig ugly?

Page 10: Edinburgh Dave Pattern

“kissy, kissy?”

Page 11: Edinburgh Dave Pattern
Page 12: Edinburgh Dave Pattern

experiencesat

Huddersfield

Page 13: Edinburgh Dave Pattern

background

• General unhappiness with vendor product

• “In-house” enhancements to the existing OPAC…– user suggestions from surveys– “2.0” inspired features– borrowing good ideas from other web sites – new features launched with no/low publicity– “perpetual beta”

• Required staff buy-in and a willingness to experiment and take risks!

Page 14: Edinburgh Dave Pattern

spell checker

• All OPAC keyword searches were monitored over a six month period

• Approx 23% of searches gave zero results– 74 people entered “renew” as a

keyword(!)

• Users expect suggestions and prompts, not “dead end” pages

Page 15: Edinburgh Dave Pattern

spell checker

Page 16: Edinburgh Dave Pattern

keyword suggestions (1)

• Failed keyword searches are cross referenced with answers.com to provide new search suggestions

Page 17: Edinburgh Dave Pattern

keyword suggestions (2)

Page 18: Edinburgh Dave Pattern

keyword cloud

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borrowing suggestions

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personalised suggestions

Page 21: Edinburgh Dave Pattern

ratings and comments

Page 22: Edinburgh Dave Pattern

other editions

• Uses web services provided by OCLC and LibraryThing to locate other editions and related works within local holdings– www.oclc.org/research/projects/xisbn/– www.librarything.com/api

Page 23: Edinburgh Dave Pattern

other editions

Page 24: Edinburgh Dave Pattern

email alerts

Page 25: Edinburgh Dave Pattern

RSS feeds

Page 26: Edinburgh Dave Pattern

RSS feeds

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RSS feeds

Page 28: Edinburgh Dave Pattern

Google Book Search

Page 29: Edinburgh Dave Pattern

shelf browser

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average feature usage per month (Apr/06-Apr/08)

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did you mean? also borrowed similar subject other editions

was it worth doing?

Page 31: Edinburgh Dave Pattern

was it worth doing?

• 421 active email alerts• 167 active RSS feeds• 1,102 ratings• 72 comments• personalised suggestions

– 116 clicks per month (average)

• combined keyword suggestions – 753 clicks per month (average)

Page 32: Edinburgh Dave Pattern

otherlibraries

Page 33: Edinburgh Dave Pattern

Ann Arbor District Library

Page 34: Edinburgh Dave Pattern
Page 35: Edinburgh Dave Pattern

Darien Public Library

Page 36: Edinburgh Dave Pattern

North Carolina State University

Page 37: Edinburgh Dave Pattern

LibraryThing for Libraries

Page 38: Edinburgh Dave Pattern

Plymouth State University

Page 39: Edinburgh Dave Pattern

Topeka and Shawnee County

Page 40: Edinburgh Dave Pattern

University of Warwick

Page 41: Edinburgh Dave Pattern

Hennepin County Library

Page 42: Edinburgh Dave Pattern

lipstick on the pig

“We need to focus more energy on important, systemic changes rather than cosmetic ones. If your system is more difficult to search and less effective than Amazon.com, then you have work to do.

After all, you can put lipstick on a pig, but it's still very much a pig.”

(Roy Tennant, Library Journal, 2005)

Page 43: Edinburgh Dave Pattern

doing it yourself

• Encourage suggestions from staff• Include users in decision making

process• Encourage play and experimentation• Don’t be afraid to make mistakes!• Look widely for ideas• “Build crappy prototypes fast”• Monitor usage

– if usage is poor, rethink it or get rid of it

Page 44: Edinburgh Dave Pattern

Open Source OPACs

• Scriblio– Plymouth State University– uses WordPress blog software

• VuFind– Falvey Memorial Library, Villanova

University– Uses PHP & MySQL

• LibraryFind– Oregon State University Libraries– uses Ruby on Rails

Page 45: Edinburgh Dave Pattern

Open Source OPACs

• fac-back-opac– Laurentian University Library– uses Lucene & Solr

• Project Blacklight– University of Virginia Libraries– uses Lucene & Solr

• The Social OPAC– Darien Library (John Blyberg)

Page 46: Edinburgh Dave Pattern

Open Source OPACs

• Open Source Library Management Systems– Koha– Evergreen

Page 47: Edinburgh Dave Pattern

VuFind

Page 48: Edinburgh Dave Pattern

fac-back-opac

Page 49: Edinburgh Dave Pattern

the traditional vendors

• Talis Platform• Ex Libris “Primo”• Innovative Interfaces “Encore”• SirsiDynix “Enterprise”• Bowker “AquaBrowser” (UK)• DS “DSArena”

Page 50: Edinburgh Dave Pattern

web services

Page 51: Edinburgh Dave Pattern

web services & APIs

• Talis Platform• LibraryThing

– thingISBN, thingTitle, thingLang, data feeds

• OCLC WorldCat Grid Services• Amazon Web Services

– recently rebranded as “Amazon Associates Web Service” with new conditions of use

• Google Book Search API

Page 52: Edinburgh Dave Pattern

Amazon Associates Web Service

• Cover scans, reviews, recommendations, sales commission, etc

• Already used by many libraries• However, recent change to conditions of

use (March 2008) may preclude libraries:– 5.1.3. You are not permitted to use Amazon Associates Web

Service with any Application or for any use that does not have, as its principal purpose, driving traffic to the Amazon Website and driving sales of products and services on the Amazon Website.

(AWS Customer Agreement)

Page 53: Edinburgh Dave Pattern

Google Book Search API

• Launched March 2008• Typically client-side implementation

(rather than server-side)• Link to GBS content:

– via ISBN, LCCNs, and OCLC numbers– front cover thumnails– preview pages– embeddable book preview

Page 54: Edinburgh Dave Pattern

OPAC 2.0

Page 55: Edinburgh Dave Pattern

OPAC 2.0

• “The best way to predict the future is to invent it.”

(Alan Kay, computer scientist and former Xerox PARC researcher)

• “The future is here. It's just not widely distributed yet.”

(William Gibson, science fiction authorand creator of the word “cyberspace”)

Page 56: Edinburgh Dave Pattern

OPAC 2.0

• shopping list of features:– spell checking (“did you mean?”)– search all library resources (inc. e-resources) – relevancy ranking, search refining, and facets– manual recommendations (“best bets”)– automated suggestions (based on both global

and user-specific data)– user participation (“read-write OPAC”)– foster communities of interest

Page 57: Edinburgh Dave Pattern

OPAC 2.0

• shopping list of features:– improve serendipity– expose hidden links between items– APIs and Web Services to expose data– promote unintended uses– user personalisation– embed external data (e.g. Wikipedia,

LibraryThing)– RSS feeds and OpenSearch

Page 58: Edinburgh Dave Pattern

2007 OPAC Survey – Features

• Please rate how important you feel the following features are to your users in a modern OPAC.– embedding the OPAC in external sites (e.g. portals) 8.7– “did you mean” spelling suggestions 8.6– enriched content (book covers, ToCs, etc) 8.4– RSS feeds (e.g. new books, searches, etc) 7.8– facetted browsing (e.g. like NCSU Library) 7.4– “people who borrowed this” suggestions 6.5– user tagging of items (i.e. folksonomy) 6.1– user added comments and reviews 6.0– personalised suggestions (e.g. like Amazon) 5.9– user added ratings for items 5.7

Page 59: Edinburgh Dave Pattern

implementation of features

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already got getting soon importance

Page 60: Edinburgh Dave Pattern

feature importanceFeature I mportance

8.7 8.6 8.4

7.87.4

6.56.1 6.1 6.0

5.7

9.18.8 8.8

8.48.9

7.8 8.0

7.4

8.7

7.0

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importance (all) importance (already got) importance (getting soon)

Page 61: Edinburgh Dave Pattern

technology adoption lifecycle

Page 62: Edinburgh Dave Pattern

technology adoption – Q1 08?

Page 63: Edinburgh Dave Pattern

importance – UK respondents

8.6

8.17.8

7.2

6.5

5.95.7

5.45.8

5.3

8.7 8.88.6

7.97.7

6.7

6.2 6.26.0 5.9

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stealt

h OPAC

did yo

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enric

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RSS feed

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face

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tagg

ing

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com

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user

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ratin

gs4

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UK respondents non-UK respondents

Page 64: Edinburgh Dave Pattern

thank you!

www.slideshare.net/daveyp/