Our Road to SummonOur Road to SummonECU Libraries: 2010-02-25by Mark Custer

1Our Road to Summon™Our Road to Summon™

…

2Our Road to SummonOur Road to Summon

Summon Customers within ASERL:

• College of William and Mary• Duke University• East Carolina University• North Carolina State University• University of Miami• Virginia Polytechnic Institute and

State University

• Local, general collections• Licensed collections• Librarian-approved, external

collections• Local, unique collections

4 Pillars of Content:

• Ebsco Discovery Service• Ex Libris Primo Central• Serials Solutions Summon• WorldCat Local

4 Viable Options:

For the remainder of this talk

Part 1: SelectionPart 2: ImplementationPart 3: Post-launch / 6 months down the road

Selection Milestones

Discovery Tool Task Force

Update and Preview of our Final Report

Patrick Carr | Nick Crimi | Mark Custer | Beth Ketterman | Nara Newcomer | Johnnie Swindell | Michael Tucker | Beth Winstead

ECU LibrariesMay 25, 20102 – 3 PM

RecommendationInclusion of article content 10

Inclusion of local holdings 10

Inclusion of other local content (scholarship, digital collections, etc)

5

Inclusion of remote content 5

Ability to refine results 10

Relevancy ranking 10

Speed 5

Remote access 5

Ease of use 10

Advanced search options 5

Future cost (staff time) 5

Implementation time 10

Ability to create additional portals (database specific)

5

Local customization capabilities 5

Customer base / company reputation

5

Other strengths 10

Symphony Summon WorldCat Ebsco DS Primo Weight

RecommendationInclusion of article content 0 8 4 8 6 10

Inclusion of local holdings 10 9 5 9 9 10

Inclusion of other local content (scholarship, digital collections, etc)

2 4 1 4 5 5

Inclusion of remote content 1 5 5 1 1 5

Ability to refine results 2 9 8 8 9 10

Relevancy ranking 0 7 8 8 10 10

Speed 4 4 4 3 4 5

Remote access 5 5 5 1 3 5

Ease of use 2 8 7 6 8 10

Advanced search options 3 2 3 3 2 5

Future cost (staff time) 1 4 4 4 4 5

Implementation time 7 8 9 6 6 10

Ability to create additional portals (database specific)

1 2 4 4 1 5

Local customization capabilities 4 1 1 2 3 5

Customer base / company reputation

2 4 3 3 2 5

Other strengths 0 2 2 2 1 10

Symphony Summon WorldCat Ebsco DS Primo Weight

RecommendationInclusion of article content 0 8 4 8 6 10

Inclusion of local holdings 10 9 5 9 9 10

Inclusion of other local content (scholarship, digital collections, etc)

2 4 1 4 5 5

Inclusion of remote content 1 5 5 1 1 5

Ability to refine results 2 9 8 8 9 10

Relevancy ranking 0 7 8 8 10 10

Speed 4 4 4 3 4 5

Remote access 5 5 5 1 3 5

Ease of use 2 8 7 6 8 10

Advanced search options 3 2 3 3 2 5

Future cost (staff time) 1 4 4 4 4 5

Implementation time 7 8 9 6 6 10

Ability to create additional portals (database specific)

1 2 4 4 1 5

Local customization capabilities 4 1 1 2 3 5

Customer base / company reputation

2 4 3 3 2 5

Other strengths 0 2 2 2 1 10

Total 44 82 73 72 74 115

Symphony Summon WorldCat Ebsco DS Primo Weight

RecommendationInclusion of article content 0 8 4 8 6 10

Inclusion of local holdings 10 9 5 9 9 10

Inclusion of other local content (scholarship, digital collections, etc)

2 4 1 4 5 5

Inclusion of remote content 1 5 5 1 1 5

Ability to refine results 2 9 8 8 9 10

Relevancy ranking 0 7 8 8 10 10

Speed 4 4 4 3 4 5

Remote access 5 5 5 1 3 5

Ease of use 2 8 7 6 8 10

Advanced search options 3 2 3 3 2 5

Future cost (staff time) 1 4 4 4 4 5

Implementation time 7 8 9 6 6 10

Ability to create additional portals (database specific)

1 2 4 4 1 5

Local customization capabilities 4 1 1 2 3 5

Customer base / company reputation

2 4 3 3 2 5

Other strengths 0 2 2 2 1 10

Total 44 82 73 72 74 115

Symphony Summon WorldCat Ebsco DS Primo Weight

For the remainder of this talk

Part 1: SelectionPart 2: ImplementationPart 3: Post-launch / 6 months down the road

Implementation Milestones

Day 1 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Day 31Summon Setup ProcessKick-Off MeetingClient Center TrainingExport MARC RecordsMARC Record MappingManage eResource HoldingsMARC Record IngestionLocal Repository IngestionClient Content QASite QA and ReviewLaunch

For the remainder of this talk

Part 1: SelectionPart 2: ImplementationPart 3: Post-launch / 6 months down the road

OpenURL Searches performed

Other resources to check out:An Evaluation of Serials Solutions Summon as a Discovery Service for the Dartmouth

College Library. Online at http://www.dartmouth.edu/~library/admin/docs/Summon_Report.pdf

From "I hate it" to "it's my new best friend!" : Making heads or tails of client feedback to improve our new Quick Find discovery service. Online at

http://www.information-online.com.au/sb_clients/iog/data/content_item_files/000001/paper_2011_A3.pdf

Grant, Carl. “Gladiators” to perform sleight-of-hand at Charleston Conference. Commentary from Carl Grant, October 30, 2010. Online at http://commentary.exlibrisgroup.com/2010/10/gladiators-to-perform-sleight-of-hand.html

Klein, Michael. Hacking Summon. Code4Lib Journal, 2010 (11). Online at http://journal.code4lib.org/articles/3655

Rowe, Ronda. Web-Scale Discovery: A Review of Summon, EBSCO Discovery Service, and WorldCat Local. The Charleston Advisor, Volume 12, Number 1, July 2010 , 5-10.

Summon Usability Testing (2010). NCSU. Online at http://www.lib.ncsu.edu/userstudies/studies/2010_summon/

Vaughan, Jason. Library Technology Reports, Jan 2011, Vol. 47 Issue 1

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