primo primer / metalib+ for mere mortals paul aloisio, systems librarian | [email protected]...

Primo Primer / MetaLib+ for Mere Mortals

Paul Aloisio, Systems Librarian | [email protected]

Laura Morse, Manager of Library Systems Projects | [email protected]

Hank Sway, Systems Librarian | [email protected]

Office for Information Systems

ABCD-Library Working Group – April 17, 2012

Primo Primer | ABCD-Library | 4/17/2012

(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 cross-disciplinary research

• 1000’s(+) of individual journal websites• Google..• Wikipedia..• Too many places for library users to search!


Solution, Phase 1: Federated / Meta-search

• Cross-search of multiple independent databases in a single discovery interface

• Remember Dogpile?• Harvard’s implementation: E-Research

(MetaLib by Ex Libris)• Cons: slow, user still required to select

resources to search


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

Mega-aggregate indexes and next-gen discovery interfaces, a gross oversimplification

ILSVendor

aggregated index (articles,

etc.)

Primo Central index

Summon index

WorldCat Local index

EBSCO Discovery index

Elsevier data; FirstSearch data

EBSCOhost data

Vendor aggregated index (articles, etc.)Not to scale

Catalog data (sometimes)

Other local data (sometimes)

Next gen interface

OPAC

Examples:PrimoSummonWorldCat LocalEBSCO DiscoveryOpen source



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


Definition: Primo Central Index

• Ex Libris’ “... mega-aggregation of hundreds of millions of scholarly e-resources 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/PrimoCentral

http://www.exlibrisgroup.com/category/PrimoCentral


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/PrimoOverview

http://www.exlibrisgroup.com/category/PrimoOverview


Definition: MetaLib+

• A hosted Primo SaaS environment with access to the Primo Central Index

• Harvard DOES have a full implementation of this service

• “MetaLib+ 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/MetaLibPlus

http://www.exlibrisgroup.com/category/MetaLibPlus


Definition: MetaLib

• Federated / meta-search across multiple independent databases

• Also a resource finder/locator


Definition: SFX

• Ex Libris’ OpenURL 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 (bX)


PCI/MetaLib+ : A Few Advantages

• Speed!• Relevancy Ranking• Improved search refinements/facets and

filtering• Integrated recommendations• My Research• Direct export to RefWorks/EndNote


PCI/MetaLib+ : 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)


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


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


Examples

• ACM Digital library – Full Text and Subject headings

• JSTOR– Subject headings only


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 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.

http://harvard.hosted.exlibrisgroup.com:1701/primo_library/libweb/action/search.do?vl(freeText0)=Baffico,+L+&vl(3866106UI0)=creator&vl(6539271UI1)=all_items&fn=search&tab=default_tab&mode=Basic&vid=HVD1&scp.scps=primo_central_multiple_fe



http://harvard.hosted.exlibrisgroup.com:1701/primo_library/libweb/action/search.do?vl(freeText0)=+Conca,+C+&vl(3866106UI0)=creator&vl(6539271UI1)=all_items&fn=search&tab=default_tab&mode=Basic&vid=HVD1&scp.scps=primo_central_multiple_fe


http://harvard.hosted.exlibrisgroup.com:1701/primo_library/libweb/action/search.do?vl(freeText0)=+Rajesh,+M&vl(3866106UI0)=creator&vl(6539271UI1)=all_items&fn=search&tab=default_tab&mode=Basic&vid=HVD1&scp.scps=primo_central_multiple_fe





http://harvard.hosted.exlibrisgroup.com:1701/primo_library/libweb/action/search.do?vl(freeText0)=+Rajesh,+M&vl(3866106UI0)=creator&vl(6539271UI1)=all_items&fn=search&tab=default_tab&mode=Basic&vid=HVD1&scp.scps=primo_central_multiple_fe

http://harvard.hosted.exlibrisgroup.com:1701/primo_library/libweb/action/search.do?vl(freeText0)=Rajesh,+M.&vl(3866106UI0)=creator&vl(6539271UI1)=all_items&fn=search&tab=default_tab&mode=Basic&vid=HVD1&scp.scps=primo_central_multiple_fe


Google Scholar


Google Scholar – removed duplicates

• Collapsed versions of Article• Provided citation analysis – who cited this• Link to Full Text


What about a broad search?

• Search for Blood Cancer


Primo Central Index - relevant

• Returned result with ‘blood cancer’• Seems pretty relevant


Google Scholar


Google Scholar – not as relevant

• Looked for both terms, blood and cancer, but not the phrase


MetaLib Quick Search – less relevant

• MetaLib search results are presented by year – Relevance feature is disabled in Harvard’s

implementation• There are also a limited number of records to

do ranking on– 193 records retrieved in MetaLib vs. 1 million+ in

PCI vs. 2 million+ in Google Scholar


Which to use?

• Google Scholar– Good for finding a known article

• Primo Central Index– Broadest types of materials

• MetaLib– Good links to native databases


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

http://www.ansi.org/


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!


NISO, continued

• ANSI/NISO Z39.50Information Retrieval : Application Service Definition & Protocol Specification

• ANSI/NISO Z39.93The Standardized Usage Statistics Harvesting Initiative (SUSHI) Protocol

• ANSI/NISO Z39.9International Standard Serial Numbering (ISSN)


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?


NISO Deliverables

Balance: no single interest category constitutes a majority of the membership / voting pool / working group: producer, user, general interest

Recommended PracticeStandard

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.


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.


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.


Balance of Constituents

Libraries

Publishers

Service Providers

Marshall Breeding, Vanderbilt UniversityJamene Brooks-Kieffer, Kansas State University Laura Morse, Harvard UniversityKen Varnum, University of Michigan

Anya Arnold, Orbis Cascade Alliance

Sara Brownmiller, University of OregonLucy Harrison, College Center for Library Automation (D2D liaison/observer)

Lettie Conrad, SAGE PublicationsBeth LaPensee, ITHAKA/JSTOR/PorticoJeff Lang, Thomson Reuters

Linda Beebe, American Psychological Association

Aaron Wood, Alexander Street Press

Jenny Walker, Ex Libris GroupJohn Law, Serials SolutionsMichael Gorrell, EBSCO Information ServicesDavid Lindahl, University of Rochester (XC)

Jeff Penka, OCLC (D2D liaison/observer)


Project Outline

• Identify stakeholders’ needs & requirements

• Create recommendations & tools to streamline process

• Provide effective means of assessment


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


Timeline

Milestone Target Date Status

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


Next steps

Summer-Fall 2012:

• Determine processes & tools

• Gather information from stakeholders


Connect with ODI

• Project website:http://www.niso.org/workrooms/odi/

• Interest group mailing list:http://www.niso.org/lists/opendiscovery/

• Email ODI:[email protected]

http://www.niso.org/workrooms/odi/

http://www.niso.org/workrooms/odi/

http://www.niso.org/lists/opendiscovery/

http://www.niso.org/lists/opendiscovery/

mailto:[email protected]


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!


Questions/Comments?

Thank you.

Paul Aloisio, Systems Librarian | [email protected]

Laura Morse, Manager of Library Systems Projects | [email protected]

Hank Sway, Systems Librarian | [email protected]

Office for Information Systems

ABCD-Library Working Group – April 17, 2012

primo primer / metalib+ for mere mortals paul aloisio, systems librarian | [email protected]...

Documents

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