what are the implications for information literacy

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WHAT ARE THE IMPLICATIONS FOR INFORMATION LITERACY TRAINING IN HIGHER EDUCATION WITH THE INTRODUCTION OF FEDERATED SEARCH TOOLS? A study submitted in partial fulfillment of the requirements for the degree of Master of Arts in Librarianship at THE UNIVERSITY OF SHEFFIELD by LUCY MCCASKIE September 2004

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WHAT ARE THE IMPLICATIONS FOR INFORMATION LITERACY TRAINING IN HIGHER EDUCATION WITH THE INTRODUCTION

OF FEDERATED SEARCH TOOLS?

A study submitted in partial fulfillment

of the requirements for the degree of

Master of Arts in Librarianship

at

THE UNIVERSITY OF SHEFFIELD

by

LUCY MCCASKIE

September 2004

Abstract

This dissertation investigates the implications for information literacy

training in higher education with the introduction of federated search tools, tools

which cross-search a number of databases simultaneously. The Information

Literacy Unit at the Open University suggested the research area since the

university is currently implementing this kind of tool. The focus of the

dissertation is on librarians’ experiences and opinions in this area and the

research looks at the search behaviour of users, the nature of the tool, changes

to information literacy training as a result of a federated search tool and any

other perceived benefits and disadvantages of using this kind of tool in relation

to the development of information literate students.

A qualitative research approach was used to fulfill the research objectives

and a number of methods of investigation were used to explore the research

area. The research begins with a review of the literature about information

literacy, the search behaviour of students and federated search tools. The Open

University was used as a case study to explore an institution currently

implementing a federated search tool and issues were raised in this study that

helped focus the rest of the research. The opinions and experiences of

librarians at universities currently using a federated search tool were obtained in

two different ways. Interviews were used for those universities within traveling

distance and those further afield were included in an e-mail survey.

The research found that universities had varying experiences of federated

search tools but that some common themes were: an increased use of

databases, concerns about the quality of results produced from searches and a

need for information literacy training for users. The research concludes that

federated search tools cannot prevent users from becoming information literate

but by using information literacy skills users can make better use of these tools.

Finally recommendations are made to the Open University for actions that may

assist users becoming information literate whilst using a federated search tool.

2

Contents Chapter 1: Introduction .................................................................................... 4

1.1 Research Origins....................................................................................... 4 1.2 Aims and Objectives of Research ............................................................. 4 1.3 Definitions.................................................................................................. 5 1.4 Research Context...................................................................................... 7

Chapter 2: Literature Review ........................................................................... 9 2.1 Information Literacy................................................................................... 9 2.2 Searching Behaviour of Higher Education Students................................ 17 2.3 Federated Search Tools .......................................................................... 19

Chapter 3: Methodology................................................................................. 24 3.1 Research Approach................................................................................. 24 3.2 Methods of Investigation.......................................................................... 25 3.3 Results Analysis ...................................................................................... 31 3.4 Further Methodological Considerations................................................... 32

Chapter 4: Open University Case Study ....................................................... 34 4.1 Aims of Open University Case Study ...................................................... 34 4.2 Case Study Evidence .............................................................................. 34 4.3 Open University Background................................................................... 35 4.4 Information Literacy at the Open University............................................. 35 4.5 Implementing the Federated Search Tool, ENCompass ......................... 38 4.6 Issues Arising from the Open University Case Study .............................. 41

Chapter 5: Results of University Interviews ................................................. 42 5.1 Metalib..................................................................................................... 42 5.2 Objective 1 .............................................................................................. 43 5.3 Objective 2 .............................................................................................. 45 5.4 Objective 3 .............................................................................................. 48 5.5 Objective 4 .............................................................................................. 50 5.6 Objective 5 .............................................................................................. 51 5.7 Objective 6 .............................................................................................. 55

Chapter 6: Results of E-mail Survey ............................................................. 58 6.1 Changes in Information Literacy Training ................................................ 58 6.2 Changes in Users’ Search Behaviour...................................................... 60 6.3 Possible Changes to Library Services and Training in the Future ........... 61

Chapter 7: Discussion of Results.................................................................. 63 7.1 Raising Awareness of Resources............................................................ 63 7.2 The Need For Information Literacy Training ............................................ 64 7.3 Recommended Use of Federated Search Tools ..................................... 65

Chapter 8: Conclusions, Recommendations and Areas for Further Research.......................................................................................................... 66

8.1 Conclusions............................................................................................. 66 8.2 Recommendations for the Open University ............................................. 67 8.3 Areas for Further Research ..................................................................... 69

Bibliography.................................................................................................... 71 Appendices...................................................................................................... 80

3

Chapter 1: Introduction

1.1 Research Origins

The research area for this dissertation came from a suggestion made by

the Information Literacy Unit at the Open University (OU). The OU has a

commitment to developing the information literacy skills of its students and has

developed a number of different ways to teach students who are distance

learners and who for the most part are unable to visit the campus for training.

The OU has recently purchased a federated search tool and members of the

implementation team have been preparing the tool for an expected launch date

in the autumn of 2004. The federated search tool called ENCompass will

provide integrated access to electronic information resources in order to make it

easier for students and academics to find quality sources of information. The

Information Literacy Unit was interested in how the introduction of the tool will

have an effect on the way that students search for information and how

information literacy training will need to be altered with the introduction of such a

tool. This dissertation presented the opportunity to investigate universities

currently using federated search tools and to bring together experiences and

opinions of library and information staff at those universities. The information

found could potentially be used to inform future information literacy practices at

the OU and at other universities who choose to implement federated search

tools.

1.2 Aims and Objectives of Research

The main aim of the dissertation was to investigate the implications for

information literacy training in higher education with the introduction of federated

search tools. The research was particularly focused on the balance between

using tools and promoting information literacy.

4

The objectives of the research were to investigate the following areas:

1. Whether the tool has or is perceived to have had an effect on the way

that users search for information and the resources that they use.

2. What the opinions of librarians are regarding the way that the tool should

be used and the role that they think it should play in users' research.

3. The relationship that the tool has to other library services such as web

pages, the OPAC (Online Public Access Catalogue) and Virtual Learning

Environments.

4. How easy the tool is to use and whether training is seen as necessary for

those who use it.

5. How information literacy training is provided in the libraries and whether it

has changed with the introduction of the tool.

6. If there are other perceived benefits and disadvantages of using such a

tool, especially with regard to the development of information literacy

skills in students.

1.3 Definitions

Information Literacy

Information literacy can also be referred to as information skills, although it

has been argued that information skills are part of a wider concept that is

information literacy (Bruce, 1997). There is no universal definition for

information literacy but one of the more concise and widely used definitions

comes from the American Library Association (ALA):

5

“To be information literate, a person must be able to recognize when

information is needed and have the ability to locate, evaluate, and use

effectively the needed information” (ALA, 1989).

A number of different definitions and models are in use to describe information

literacy and these are discussed further in Chapter 2. For the purposes of this

dissertation it is assumed that information literacy refers to a set of

competencies or approaches to dealing with information. These competencies

include knowing when information is needed and where to look for it, to have

strategies for locating information and to be able to critically evaluate the

information that is found. Information also needs to be used effectively for a

purpose and to be communicated in an appropriate form.

Federated Search Tools

Various terms are used to refer to these tools in the literature including:

metasearchers, cross-searchers, cross-database searchers, portals, broadcast

searchers or parallel searchers. The term metasearcher is particularly

prominent and is the term adopted by the United States National Information

Standards Organization (NISO), which has developed a Metasearch Initiative

(NISO, 2003). However as Fryer (2004) explains, the term metasearcher can

cause confusion due to its association with web metasearch engines such as

Metacrawler which function in a different way to federated search tools. The

term federated searching is therefore chosen in this dissertation to describe the

function of search tools, which search a number of databases, particularly

subscription databases, simultaneously with one interface. The content

searched by federated search tools is content that could not normally be

searched via a web search engine.

6

1.4 Research Context

The research area was suggested by the OU, but the relationship and

balance between federated search tools and information literacy is one that is

likely to become more important in the next few years and will be relevant to

many universities and other institutions. Federated search tools are relatively

new with the first tools being made available at the beginning of this century

(Rogers, 2001). Recent purchases of these tools are often stated in Advanced

Technology Libraries (2004) and examining the numerous articles shows that

these tools are fairly widespread in the US and Australia and have been

introduced in the UK in a small number of libraries, including some in the higher

education sector. Libraries in New Zealand and in various European countries

have also purchased these tools.

The discussion of issues surrounding federated search tools and

information literacy has been surprisingly absent from the range of literature

about federated search tools that has started to appear in the professional and

popular journals for information professionals. Discussions about federated

search tools have primarily revolved around technical issues and the potential

that these tools have for making resources easier for users to find. Frost raised

the debate about the effect of these tools on development of information literacy

skills earlier this year in his article “Do we want or need metasearching?” (2004).

The issue was further discussed and in more depth by John Terrell (2004) in his

recent address at the Lifelong Learning Conference in Yeppoon, Queensland.

Terrell's article in particular raises some issues that are relevant to the scope of

this dissertation. This dissertation is the first to look at issues and tensions

surrounding information literacy and federated search tools. Federated search

tools themselves are becoming the subject of research and particularly of

Masters dissertations. There are currently postgraduate students in the

Department of Information Studies, Loughborough University studying search

7

strategies employed in the use of a federated search tool and a student in the

Graduate School of Education, University of Bristol is investigating the impact of

a federated search tool in providing information for members of the NHS.

Whilst federated search tools are a relatively new area for research,

information literacy has been the subject of a great deal of writing and research.

Research has tended to remain largely in the domain of librarians and

information professionals but awareness of the concept is becoming more

widespread, particularly in education and some workplaces (Booker, 1998).

Research and information literacy discussion has focused on three main areas:

definitions of information literacy (Doyle, 1994; Bruce, 1997), the need for

information literacy (Ray & Day, 1998) and methods for teaching information

literacy (Webber & Johnston, 2000; Brown, Murphy & Nanny, 2003; Big Blue,

2004). Information literacy development has also been considered in the

context of electronic resources (Wood et al., 1996). Whilst no research and

limited discussion has taken place about the impact of federated search tools on

information literacy, the research about information literacy is used as the

context for the research in this dissertation.

This dissertation will examine the topic of federated search tools and the

implications that they have for information literacy training in higher education by

first reviewing the literature related to information literacy and federated search

tools. The methodology for research will then be described, followed by a

presentation and discussion of the results before a series of recommendations

for universities choosing to implement a federated search tool are made in the

conclusion.

8

Chapter 2: Literature Review

This chapter explores the literature regarding information literacy and

federated search tools in order to provide a context for the research and to

illuminate the current issues and developments in these areas. The searching

behaviour of students is also examined as an issue that impacts upon both the

information literacy development of students and the need for federated search

tools.

2.1 Information Literacy

2.1.1 Information Literacy: an Introduction

Paul Zurkowski first used the term information literacy in 1974 in a report to

the National Commission on Libraries and Information Science about

establishing a national programme in the US to achieve universal information

literacy (Doyle, 1994; Bruce, 1997). The first advocates of information literacy

were mainly school librarians in the US but in the 1980s use of the term and the

concept became more widespread. Significant events in the lifespan of the

concept include the establishment of the American Library Association's (ALA)

Presidential Committee on Information Literacy in 1987 and its subsequent

report produced in 1989 (ALA, 1989). This report made a statement about the

importance of information literacy and connected it with the goals of lifelong

learning and effective citizenship. In the US, the National Forum on Information

Literacy was established in 1989 as a response to this statement and forms a

coalition of national organisations, which aims to aid information literacy

promotion and development within these organisations (NFIL, 2004). In the UK

there is no such consortium or forum, although the Charted Institute of Library

and Information Professionals (CILIP) is currently preparing a definition of

information literacy and is planning to become involved in future advocacy

(Corrall, 2004). Information literacy in the UK has been championed in the

9

higher education sector by the Society of College, National and University

Libraries (SCONUL) but despite the two conferences focusing on information

literacy held in the UK (Webber & Johnston, 2003a) developments are still

behind those in the US and Australia which has held five national information

literacy conferences and has a dedicated Australian and New Zealand Institute

for Information Literacy (ANZIIL).

2.1.2 Information Literacy: Definitions and Descriptions

There has been discussion about information literacy and whether it is a

new concept or a natural progression from the library instruction that has been

taking place since the 1960s (Grassian & Kaplowitz, 2001). Whether

information literacy is viewed as a new concept or not depends upon its

definition and individuals' understanding of the concept. There have been

numerous definitions and models of information literacy, four of which are

illustrated in table 2.1.2. These models are chosen as examples of those that

are used in a higher education context. The first is from the Association of

College and Research Libraries (ACRL, 2000), a group within the ALA. This

model is endorsed by the ALA and forms a set of standards which students

should be able to demonstrate. The table indicates only the standards but for

each there are a number of performance indicators and outcomes that can be

used to assess whether an individual has achieved that standard of information

literacy. The breadth of standards such as the ACRL model were criticised by

Owusu-Ansah (2003) who complains that the standards try to be all

encompassing, making it difficult for practical steps to be given for developing

information literate students. Owusu-Ansah also believes that the ACRL model

is beyond the boundaries of what librarians can realistically be expected to

teach.

The second model is from the Australian and New Zealand Institute for

Information Literacy (ANZIIL) a group established in 2000 which promotes

information literacy in higher education (ANZIIL, 2003). The model given

10

Table 2.1.2: A comparison of information literacy models showing attributes of the information literate individual. ACRL (ACRL, 2000) ANZIIL (Bundy, 2004) BIG6 (Big6 Associates, 2003) SCONUL (SCONUL, 1999) 1. Determines the nature and extent of the information needed.

1. Recognises the need for information and determines the nature and extent of the information needed.

1. Task definition. 2. Information seeking strategies.

1. The ability to recognise a need for information. 2. The ability to distinguish ways in which the information ‘gap’ may be addressed. 3. The ability to construct strategies for locating information.

2. Accesses information effectively and efficiently.

2. Finds needed information effectively and efficiently.

3. Location and access. 4. The ability to locate and access information.

3. Evaluates information and its sources critically and incorporates selected information into his or her knowledge base and value system.

3. Critically evaluates information and the information seeking process.

5. The ability to compare and evaluate information obtained from different sources.

4. Individually or as a member of a group, uses information effectively to accomplish a specific purpose.

4. Manages information collected or generated.

4. Use of information. 6. The ability to organise, apply and communicate information to others in ways appropriate to the situation.

5. Applies prior and new information to construct new concepts or create new understandings.

5. Synthesis. 7. The ability to synthesise and build upon existing information, contributing to the creation of new knowledge.

5. Understands many of the economic, legal, and social issues surrounding the use of information and accesses and uses information ethically and legally.

6. Uses information with understanding and acknowledges cultural, ethical, economic, legal, and social issues surrounding the use of information.

6. Evaluation.

11

(Bundy, 2004) is the second edition of the Australian and New Zealand

Information Literacy Framework, derived from the ACRL Information Literacy

Standards. Both the ACRL and ANZIIL models include information literacy

competencies at lower and higher levels. Bundy describes these attributes

as a continuum of capacities and students at higher levels would be expected

to demonstrate the standards in conjunction with one another.

Michael Eisenberg and Robert Berkowitz developed the Big6 Skills for

Information Problem-solving model in the 1980s originally for use within

secondary schools but it is now applied to all levels of education (Spitzer,

Eisenberg & Lowe, 1998; Big6 Associates, 2003). The final model from table

2.1.2 was developed by SCONUL in 1999 by a task force established to

make a statement about information skills in higher education in the UK

(SCONUL, 1999). In the UK use of the term information literacy has not

been as widespread as information skills. Webber and Johnston (2003a)

point out that the term information skills is sometimes preferred as it avoids

negative associations with literacy and illiteracy.

The SCONUL model is similar to those of the ACRL and ANZIIL in that

it shows a progression from lower level to higher-level skills. All four models

have similarities in that they describe the attributes of an information literate

person and these attributes are often comparable. Webber and Johnston

(2000) note how different definitions of information literacy tend to focus on

similar areas such as need recognition, search formulation, source selection

and interrogation, information evaluation, information synthesis and use.

There are certainly similarities between these models and Owusu-Ansah

(2003) observes how the main writers on information literacy tend to agree

more than they disagree.

Other important writers about information literacy include Doyle (Doyle,

1994) who described the attributes of an information literate person and

Bruce (1997) who examined higher educator's conceptions of information

literacy in order to understand the phenomenon and how it is experienced.

Bruce's conceptions of information literacy begin with the information

technology conception and the relationship between IT skills and information

12

literacy is one that has been discussed in the literature (Kwasnik, 1990;

SCONUL, 1999; ACRL, 2000). Generally it is agreed that some IT skills are

a necessary part of information literacy but that information literacy is a much

broader concept and the SCONUL model includes basic IT skills as a

building block upon which information skills can be constructed.

2.1.3 The Need for Information Literacy

The association between information literacy and IT skills can be

attributed to the need for information literacy that has arisen out of the

changing information and IT environments. The Internet in particular has

enhanced the need for information literacy. Users have access to large

quantities of unfiltered information with varying degrees of reliability and

usefulness, which the user needs to distinguish for his or herself (Basili,

2003). The amount of information available can lead to information overload

so users need strategies for handling information (Haban, 1990). Although

library users have always needed some information skills, in the past the

library collection would have been selected to include only those sources

considered reputable (Grassian & Kaplowitz, 2001). Now libraries often

focus on access to information rather than the holding of specific resources

so there is more pressure on the user to select appropriate materials.

The ALA report (1989) described how information use is necessary for

both personal and business needs and the need for information literacy has

also been associated with democracy and lifelong learning (Bundy, 2004).

Citizens need access to information in order to make informed decisions and

the changing economy in countries like the US, UK and Australia has placed

more emphasis on knowledge and information industries. Webber and

Johnston (2003a) describe the situation in the UK where more information

literate employees are required. The Dearing Report in the UK also

highlights the problem of the lifelong career becoming less common and

indicates the need for individuals to learn throughout their lives and to

develop new skills and knowledge (NCIHE, 1997). This report states “many

jobs require sophisticated information handling skills” and explains that this is

13

more than simply using a computer (section 4.44) but disappointing fails to

acknowledge information literacy as one of the key skills that undergraduates

should obtain at university.

Students at university need to become information literate not only for

their future careers and to participate in a democratic society but also to

study successfully. Ward (2003) points out that whilst students may come to

university with IT experience, their experience may be in using IT for

recreational purposes only. Ray and Day's (1998) examination of the use of

electronic information sources by students found that one of the barriers to

using these sources was a lack of effective information retrieval skills and

that students may avoid using these materials because they do not have the

skills necessary to use them. With more emphasis in higher education on

students learning through problem-based learning, which includes

researching individual problems and topics (Webber & Johnston, 2003a), it is

essential that students gain the skills necessary to find, evaluate and use the

information they need for their studies.

2.1.4 Information Literacy Teaching in Higher Education

In the UK, higher education has been the main area in which

information literacy movements have been taking place. The Big Blue

Project was conducted by the University of Leeds and Manchester

Metropolitan University for the Joint Information Services Committee (JISC)

in 2001-2002. The project investigated the extent of information skills

teaching in HE and post-16 education and undertook a number of case

studies of information skills programmes (Big Blue, 2004). The project found

that:

“despite the fact there is no formal coherent strategy for information

skills development and training within the higher education sector there

is a great deal of work taking place in this area.”

It also produced an Information Skills Toolkit identifying nine features of a

successful information skills programme. The project also identified some

14

issues that have been widely discussed in the literature including whether

information skills should be integrated into the curriculum, the collaboration

that is needed between library, computing and academic staff for successful

information literacy programmes and the need for assessment of the skills

obtained.

Whether information literacy should be incorporated into the curriculum

or not is an area of some disagreement. The main problem with voluntary

information literacy programmes is acknowledged by Haycock who explains

that students are busy and if they do not see any immediate need to, will not

attend these sessions. A second problem is that students may not believe

that they lack these skills and so do not see the need for this kind of training

(Brown, Murphy & Nanny, 2003). The ACRL (2000) advocates integrating

information literacy into the curriculum in order to provide opportunities for

problem-based learning, evidence-based learning and inquiry learning.

Some writers suggest that the way students are taught needs to be changed

in order to provide opportunities for them to develop information literacy skills

(ALA, 1989; Bruce, 1997; Bundy, 2004). Bundy explains how students need

a chance to engage with information sources and that there is a danger with

some educational experiences that students will develop only a surface-

learning approach. Ramsden (1992) describes the difference between deep

and surface-learning approaches and how students will use different

approaches according to the particular task that they are undertaking. For

Ramsden,

“learning in educational institutions should be about changing the ways

in which learners understand, or experience, or conceptualise the world

around them” (1992:4).

The challenge for educators is to create learning experiences that allow

students to use deep-learning approaches. This is particularly problematic

for library staff teaching information literacy because time is needed for

students to change the way they think and often time is in short supply for

these kind of programmes (Webber & Johnston, 2003b). Webber and

Johnston (2000, 2003a) are concerned about the integration of information

15

literacy into the curriculum because if it is taught in relation to other subjects,

there is a danger students may use only a surface-learning approach and

may fail to gain a coherent understanding of the concept of information

literacy and what it means to them. Webber and Johnston's experience of

teaching a credit-bearing information literacy class was an example of how

students can change their conceptions of information literacy but required

time and resources that are rarely made available to libraries. The authors

are both academics so it is possible they may have had more influence on

students than library staff. The importance of collaboration and of academics

supporting information literacy is a theme in the literature (Spitzer, Eisenberg

& Lowe, 1998; ACRL, 2000). Ward (2003) points out other important factors

in the success of information literacy programmes, such as explaining why

the training is important, teaching at the point of need and providing materials

that students can return to when needed.

Assessing whether students have developed information literacy is

another problematic area. Viewing information literacy as an area of

knowledge (Town, 2003) rather than a set of discrete skills means that

assessing information literacy is a complex task. For Doyle (1994),

measuring information literacy cannot be separated from the measurement of

the critical thinking skills and problem solving skills with which it is related.

Assessment is essential in indicating the importance and credibility of a

subject to students and Webber and Johnston (2003b) believe that

assessment should take a number of forms and should include diagnosis of a

student's knowledge, feedback on strengths and weaknesses and monitoring

of progression. This is a more complex approach than is demonstrated by

libraries who use simple multiple-choice questionnaires to assess whether a

student has acquired certain skills. It is logical to suppose that information

literacy education would have an effect on the enquiries that are received in

libraries. Parker and Waller (2002) visited Australian academic libraries

where information literacy instruction has reduced the number of enquiries or

that queries have been answered more quickly. The libraries also found that

students have become interested in using more resources but based on

anecdotal evidence, it is difficult to measure the real impact of information

literacy education and this is an area for more research.

16

2.2 Searching Behaviour of Higher Education Students

The association between information literacy and the ability of students

to use electronic resources has already been mentioned. Students' use of

electronic resources and their search behaviour has been the subject of a

number of studies and the issue is influential in the development of library

services to improve access to information. One of the reasons that students

may be unwilling to undertake information literacy education is that they are

unaware that they lack these abilities. Wood et al. (1996) conducted a study

of over a hundred students from different faculties to see how they searched

for information in particular databases. One of the findings of the study was

that:

“many students were unable to construct an adequate search query,

devise an effective search strategy or achieve an adequate search

result” (p.90).

The authors of the study related search strategies to students' sense of

satisfaction and they suggest that students may be satisfied with results that

would be unsatisfactory to an information professional. Students may have

low expectations, which are met with inadequate search strategies, so they

see no need to improve their techniques. Ray and Day (1998) also

acknowledged the problem of satisfaction in their study of the use of

electronic information sources across three universities. Ray and Day found

that whilst many respondents used electronic information sources, they

tended to use only a limited number. Barriers to use included lacking the

skills necessary to use them but interestingly the authors note that students

will learn these skills if they think the skills are transferable and if encouraged

to use sources by academic staff.

The JUSTEIS project (JISC User Surveys: Trends in Electronic

Information Sources) took place at the University of Wales and also

examined use of electronic information sources (Armstrong et al., 2001).

This study looked at a far greater number of students than the two already

mentioned but had similar findings: that students lacked coherent search

17

strategies and that some electronic information sources received minimum

usage. This study also found that students were motivated to use these

sources if they thought they would obtain better assessment grades. The

JUSTEIS project also produced some very significant statistics when

students were asked to describe how they found information. Usage of

search engines was more than double that of the library OPAC) and was the

main use of electronic resources for first-year undergraduates. Student

reliance on search engines was also found in the EDNER project (2002)

where students completed set tasks using electronic information sources. In

this study 45% of students turned to Google first with only 10% using the

library OPAC. The reasons suggested for student reliance on search

engines are that they are familiar, have produced successful results in the

past and that the time and effort required to search may be more important to

students than the relevance of the items that they retrieve. Lack of

awareness of other resources could also be a problem. Brown, Murphy and

Nanny (2003) looked at teacher training students in the US and found that

accuracy and speed were important to the students when they searched and

that they were willing to learn about library resources if they thought search

time and effort could be reduced and accuracy and relevance maximised.

The searching behaviour of students that has been demonstrated in

these studies is significant for developers of electronic information sources

and for librarians. Students do not appear to share the same values of

information professionals and are very much focused on doing what they

need to pass assessments within the minimum effort. This is not surprising

given the demands that the modern student may have upon his or her time.

Griffiths and Brophy (2002) suggest that information sources can be

improved by limited the choices that users need to make as this limits the

opportunity of mistakes being made. Koh (2003) also believes that

databases should be simplified and argues that:

“Ideally, users should not have to complete a tutorial to access

information through a database effectively; they should be able to find

the results they are looking for without having to understand the

database's underlying structure”.

18

Koh goes on to describe and promote the AARLIN (Australian Academic and

Research Library Network) project, which uses a federated search tool

designed so that students can access a range of resources through an

interface that is as easy to use as an search engine.

2.3 Federated Search Tools

2.3.1 Portals and Federated Search Tools

In the electronic information environment one of the responses to the

problem of bringing large amounts of information together has been for

libraries to introduce portals. A portal is a gateway, or a point where users

can start their search for information on the web (Miller, 2001). There are a

number of different types of portals, for example universities have been

introducing institutional portals, which can be described as “a layer which aggregates, integrates, personalises and presents

information, transactions and applications to the user according to their

role and preferences” (Dolphin, Miller & Sherratt, 2002).

A second type of portal is a subject portal and the JISC have produced

subject hubs bringing together resources in certain subject areas (Awre,

2003). A third type of portal is a federated search tool which brings together

the resources a library subscribes to and allows cross-searching of these

resources. Library management system suppliers such as Endeavor

(ENCompass), Ex Libris (Metalib), Fretwell-Downing Informatics (Zportal)

and MuseGlobal (MuseSearch) are all introducing these tools. These tools

can be seen as a progression from the cross-file searching that is available in

Dialog (Webster, 2004). They work using the Z39.50 protocol that is used by

database suppliers to enable communication between computers (Miller,

1999). This protocol is not always effective because database suppliers

have not always adopted it consistently so other protocols are also used such

as HTML, XML and SQL (Lewis, 2002). Since these tools access resources

that the library pays for, some type of authentication is required to ensure

19

only registered users of the library can use the tool. Rather than the user

needing to remember a large number of passwords, the authentication can

be matched against the LDAP (lightweight directory access protocol) of a

university so students can use their existing network usernames and

passwords (Ramsden, 2003). This technology also allows for personalisation

features such as remembering users, their favourite resources and the

previous searches they have performed. The way that results are displayed

varies between suppliers, either producing a single list with duplications

removed, or results arranged by individual resources. Luther (2003) explains

the way that results are returned in batches with those from the fastest

servers coming back first but questions the order in which results should

appear. Other features of federated search tools include allowing users to

link to the full-text of items when bibliographic databases are searched and a

level of customisation for institutions implementing these tools (Ramsden,

2003; Lewis 2003).

2.3.2 The Need for Federated Search Tools

The development of federated search tools can be seen as a response

to the needs and expectations of library users, particularly students using

academic libraries. The growth of different types of databases, produced by

different suppliers, with numerous interfaces and logins means that library

users can find it confusing when attempting to access information (Ramsden,

2003; Fryer, 2004). Commentators seem to agree that Google has changed

the expectations of library users (Luther, 2003; Miller 2004) who want quick,

easy access to information, possibly at the expense of recalling all relevant

materials and that they expect to be able to access the full-text of items

immediately (Ward, 2003). Roy Tennant explained that “only librarians like to

search; everyone else like to find” (Miller, 2004:32). Library OPACs and

web-pages have been alienating users with their use of library terminology

and by including long lists of databases that users find it difficult to select

from (Luther, 2003). The library OPAC is also better for users who are

looking for a known item, rather than those who want to research a new area

(Lewis, 2003). Webster (2004) believes that the idea of a one-stop shop is

20

not a new idea, and that libraries have traditionally been performing this role

by bringing materials together. It is now Google that is performing the role of

a one-stop shop for many users and libraries introducing federated search

tools are hoping that the tool can supplant Google (Frost, 2004; Fryer, 2004)

and return the library to the centre of students' studies.

2.3.3 Issues Arising From Federated Search Tools

There are a number of issues that have arisen due to the introduction of

federated search tools and which have been discussed in professional and

popular journals for information professionals. One of the most prominent

issues is about the effectiveness of searching with these tools and the way

that results are organised. Authors are keen to point out that these tools

cannot search any more effectively than the native interface of a database

since they are limited to using the search facility of the database itself (Lewis,

2002; Hane 2003) and that these tools are most useful for resource

discovery. Fryer (2004) thinks that whilst federated search tools are a good

point to start a sophisticated search, the user will need to search further.

Resource providers are not always happy for their databases being searched

through a federated search tool, since they do not want the native interface

they have invested in to be bypassed (Lewis, 2003). JSTOR (2004) released

a statement about these tools that gives an alternative viewpoint from the

resource provider. JSTOR is unhappy with the method it is currently

searched, involving the screen-scraping of HTML from the web-page, since

this is not very effective. The displaying of results is another area of

contention because databases have different ways of ranking results, such

as by date or relevancy and it is also impossible to completely remove all

duplications from the results set since the results are returned at different

times according to the speed of the individual servers (Hane, 2003).

Other issues that have been discussed with regard to federated search

tools include the risk of information overload for the user (Luther, 2003; Cox,

2003) and whether it is the right way to address the problems that

researchers encounter. Cox (2003) questions whether it may be more

constructive to invest more in training users to exploit the existing interfaces

21

rather than creating a tool for less skilled searching. Webster (2004) thinks

the tools are a limited solution and do not address the underlying problems of

lack of interoperability and non-standardisation of search tools. He suggests

that the separation of content from search tools so that each database could

search the whole e-content of a library, although he acknowledges that there

would be commercial barriers to doing this.

2.3.4 Federated Search Tools and Information Literacy

The discussion about federated search tools in relation to information

literacy may have been limited in the literature but some interesting points

have been raised. Luther (2003) acknowledges the concern some librarians

have that users will not know which databases they are searching with such

a tool and that the interface has been made overly simplistic but she

reiterates the belief that these tools are not for expert users. Frost (2004) is

more direct in his criticism of these tools, believing that they are “a way of

avoiding the learning process” and that part of the education process

involves students learning to improve the tools that they use. He seems to

think that using these tools prevent students from becoming information

literate and that the library should not promote 'good enough' searching. His

article did highlight the need for more investigation into the area of federated

search tools and their effect on information literacy.

Terrell (2004) produced a more in-depth paper at this year's Lifelong

Learning Conference in Queensland, as he examined the process of

federated searching in light of the ANZIIL Information Literacy Framework

(Bundy, 2004). The main concerns that Terrell raised were about the quality

of the information retrieved with these tools and whether students would fail

to demonstrate competence in standards one and two. The first standard,

'recognising the information need and determining the nature and extent of

the information needed' may be compromised if students are unaware of

which databases they are actually searching. The second standard, 'finding

the information effectively and efficiently' may not be obtained if students do

not need to think about their search strategies when using these tools.

Terrell believes that libraries which introduce federated search tools still need

22

to devote time to user instruction and documentation in order to support their

use. This seems to reflect the experience of La Trobe University in Australia

where a federated search tool was introduced as part of the AARLIN project.

One of the comments received during the pilot study at La Trobe was that

“learning how to use AARLIN was time consuming and labour intensive”

(Burke et al., 2003). The fear that these tools may be seen by some as a

way of reducing the need for information literacy training was an issue raised

in the discussion following Terrell's paper (Webber, 2004).

The issues raised by Frost and Terrell are interesting but more work is

needed to see whether the experience of those universities actually using

these tools reflects their thoughts. Two institutions that have produced

accounts of their experiences of implementing federated search tools are

Boston College, US (Tallent, 2004) and Loughborough University, which

undertook a report commissioned by the JISC (Hamblin & Stubbings, 2003).

At Boston College a small study was executed to see how students used the

tool and found that users were not interested in advanced search features,

did not want to know about the differences between databases and electronic

journals and tended not to use help screens and instructions. This

experience seems to suggest that given the choice the students were not

interested in becoming more information literate whilst using these tools. The

study at Loughborough was more positive with the amount of databases

consulted rising dramatically with the introduction of the tool and enquiries

becoming easier to answer at the enquiry desk. This experience seems to

suggest that federated search tools could be a way to promote the resources

that a library makes available to students but the authors of the report noted

that they thought there was still a need for some training.

An examination of the literature has raised a number of issues, which

have been used to focus the research area and aid the design of the

research methodology. Although a number of universities are using

federated search tools, there are limited accounts of their experiences in the

literature so the research of this dissertation can be used to build a more

comprehensive picture of the effect of federated search tools on information

literacy training.

23

Chapter 3: Methodology

This chapter describes the research approach that was chosen in order

to fulfill the dissertation objectives. The different methods of investigation are

also described together with the methods used to analyse the information

obtained. Finally other research considerations are explored including the

limitations of the research.

3.1 Research Approach

The aim of the dissertation was to investigate the implications for

information literacy training in higher education with the introduction of

federated search tools. The focus on higher education was chosen because

it is the main sector where these tools have been introduced and training in

information literacy or information skills is normally part of the service that an

academic library provides. The research approach chosen to fulfill this aim

was qualitative and was chosen for a number of reasons. Since federated

search tools are relatively new, particularly in this country, access to

quantitative data would be limited as would opportunities for gathering

quantitative data, especially during the summer when contacting and

observing students is difficult. Gathering data about the number of libraries

using these tools and the number of searches performed was unlikely to

further understanding of the implications these tools may have for information

literacy training. Focusing on librarians' and information professionals'

experience of the implementation of the tools and the concerns and issues

that they raised could provide more understanding of the effect of the tools

and hopefully inform other libraries who were planning to implement a

federated search tool.

Raising issues and concerns that may be applicable to other libraries

implementing federated search tools was a potential outcome of the research

but creating generalisable results was not a primary aim. The focus was

more on understanding issues within their context. Mellon (1990) describes

qualitative studies, or naturalistic studies, as those that view experiences

24

from the perspectives of the people involved and try to understand a situation

in-depth. The type of qualitative research undertaken was descriptive

(Gorman & Clayton, 1997) as it was involved with examining and describing

the phenomenon encountered in terms of behaviours, beliefs and attitudes

related to searching for information and information literacy. The research

was inductive because it did not start with a predefined theory but examined

specific cases and allowed conclusions to be drawn from them.

3.2 Methods of Investigation

3.2.1 Literature Review

The first phase of the research began with a review of literature about

federated search tools, information literacy and information-seeking

behaviour. Yin (1984) states that the literature review can be used to help

pose insightful questions on the topic and in this case, initial readings

informed the dissertation objectives. The literature review began in the early

stages of the dissertation but continued throughout the research process to

ensure that new articles, especially those regarding federated search tools

were included. The items for the literature review were found in a number of

different ways: from the university library, databases such as LISA and

Internet searches. Items were also recommended by those involved in the

dissertation and references from useful sources were followed up. The

search terms that proved useful during the literature search included:

metasearch, federated search, the names of federated search tools,

information literacy and information skills. The literature review was not only

useful in defining the research objectives, but also provided a context for the

research and enhanced understanding of the research findings.

3.2.2 Open University Case Study

The Information Literacy Unit at the OU suggested the area for research

and the OU itself was included as a case study in the second phase of

research because it presented an opportunity to explore the concerns and

issues raised by staff at a university currently implementing a federated

25

search tool. Yin (1984) explains that one rationale for a single case study “is

where the case represents an extreme or unique case” (p.43) and this was

the reason for choosing the OU. A case study draws on different types of

evidence in order to create a comprehensive picture of the phenomenon and

its context. In this case the sources of evidence used were interviews,

documents and a demonstration of the tool. Yin (1984) recommends

demonstrations of new technology as invaluable in furthering understanding

when the technology is the subject of research.

The staff members interviewed at the OU were recommended by a key

informant at the university. Five members of staff were interviewed, three

concerned with information literacy and two involved with the implementation

of the federated search tool, ENCompass. The interviews were unstructured

and areas for discussion were e-mailed to the interviewees before the

interviews so they were prepared. During the interviews other, unexpected

areas of interest were highlighted and these were pursued. The

implementation project was at an earlier stage than anticipated, so the areas

for discussion were altered as a result. The tool had not reached the piloting

stage so views could not be obtained about how users would search the tool.

Instead the focus of this case study was on the information literacy strategies

in place and the concerns that members of staff had about the effect that

introducing ENCompass might have upon these. Information about the

nature of the tool itself was also gathered and documents were supplied that

aided understanding of federated search tool.

The interviews took place in groups and in the workplace, so there is the

possibility that the interviewees may have felt inhibited in expressing

personal points of view but they did not appear uncomfortable with the

interview approach. The interviews were not recorded but notes were made

throughout and when the case study was completed the interviewees

checked the report to ensure that no mistakes had been made. Yin (1984)

recommends this approach to case studies to ensure construct validity. The

interviews were conducted in June and the information obtained from the OU

case study was used in conjunction with the literature review to help

formulate the research objectives.

26

3.2.3 Interviews at UK Universities

The third phase of the research focused on universities currently using

a federated search tool and two methods of data collection were used to

survey these universities. Staff at universities in the UK, which were within

traveling distance, were interviewed and an e-mail survey was send to

universities in other countries or those in the UK where interviews could not

take place. Both methods of investigation took place in July. These two

different samples will be treated separately.

The sample for universities in the UK using a federated search tool was

a purposeful sample because there are so few universities in this position.

Both Patton (2002) and Silverman (2000) explain the benefits of choosing a

purposeful sample and Patton states that:

“Cases for study... are selected because they are 'information rich' and

illuminative, that is, they offer useful manifestations of the phenomenon

of interest” (p.40).

The universities chosen in the sample were selected in a number of ways.

Interviewees at the OU suggested universities that were currently using a

federated search tool and the literature search and Internet searching

highlighted other cases. Universities that had purchased a federated search

tool but were had not made it available to students were excluded from the

sample. Individuals at the universities were contacted by e-mail in the hope

that the response rate would be higher with personal e-mails. These

individuals were chosen because the literature or Internet search showed

that they had been involved with the implementation of the federated search

tool or were responsible for information literacy. In some cases more than

one individual at each university was contacted and for those where only one

name was known, the e-mail suggested that others be included in the

interviews. Five universities were contacted and four responded, with one

response from each university. Including more individuals from each

university may have enriched the research but the demands on staff time or

27

lack of interest may have been responsible for the limited sample. Those

who did response were interested in the research area and were in a position

to offer opinions and relate relevant experiences.

Interviews were chosen as the best way to obtain data from the UK

sample because these would provide an opportunity to explore the area in

more depth than a questionnaire. There are other benefits associated with

interviewing as a method for data collection, which are listed by Gorman and

Clayton (1997) and include the immediacy of response, the opportunity for

mutual exploration, investigation of causation and personal contact. Since

the research focused on library and information professionals' own

experiences and opinions, interviews were a more personal method of data

collection and it was hoped interviewees would be more forthcoming in

interviews than questionnaires. Face-to-face interviews were chosen rather

than telephone interviews with the expectation that there would be a greater

opportunity to build rapport.

One of the weaknesses of interviews is the risk of bias and since the

researcher becomes the research tool, remaining objective is essential. The

opinions of the researcher may have an influence on the information that the

interviewee provides. In order to avoid this, the researcher expressed no

opinions during the interviews. Interviewees may have attempted to discern

the researcher's point of view from the type of questions asked, which

highlighted some weaknesses in the interview schedule. It was also clear

that information literacy was important to the researcher because it was the

subject of the research but the interviewees all had some responsibility for

information literacy or information skills instruction so were likely to share this

view.

The interviewees were all interviewed alone either in quiet offices or

study rooms where no one else could overhear, which may have allowed the

interviewees to express themselves freely without the fear that colleagues

would hear their opinions. The interviews were all recorded with the

interviewees' agreement so that quotes could be recorded accurately and

information would not be missed. Notes were also made during the

28

interviews to highlight the most important points and whilst the researcher

made notes, quiet spaces were given where interviewees could add more to

a question if they wanted. The knowledge that interviewees were being tape-

recorded may have affected the ideas and opinions that they chose to

express but to encourage more freedom of expression, all were guaranteed

anonymity and agreed to their job titles only being stated in the dissertation.

The interviews were semi-structured to ensure all important areas were

covered but to allow new, unanticipated issues to be raised. An interview

schedule was prepared but questions were sometimes rephrased and asked

in a different order according to the experiences that interviewees were

relating and so the questions remained relevant to each university. The

interview schedule was composed of four sections:

A: Search techniques and usage for the federated search tool;

B: Relationship between tool and other library services;

C: Databases and training;

D: Information literacy.

The sections were included to cover the dissertation objectives in the

following ways:

A: Objectives 1, 2, 4, 6

B: Objectives 3, 6

C: Objectives 5, 6

D: Objectives 5, 6

The questions included in the interview schedule were composed taking into

account the issues and concerns raised during the Open University case

study and the literature review. A number of questions were asked about the

type of training provided at the university so that the context for the federated

search tool and its effect on training could be understood. There were some

weaknesses with the interview schedule including question 20 about Google,

which was a confusing question and needed more clarification and

discussion before it could be answered. Sections C and D also had a

29

tendency to overlap and may have been more successful if combined into

one section with more open-ended questions. The schedule would have

benefited from a pilot but one was not conducted due to the small number of

universities with a federated search tool and unwillingness on the part of the

researcher to risk excluding useful material.

3.2.4 E-mail Survey

An e-mail survey was used to contact those universities with a

federated search tool that were located outside the UK or were too far to

travel to. Interviews may have provided more depth of material but were

impractical in these cases. It was important to include universities outside of

the UK because experiences with a number of federated search tools could

be included, whereas all the universities interviewed were using Metalib, the

dominant tool in this country. It was also useful to hear the issues and

concerns of universities in countries with different information literacy

agendas. An e-mail survey was chosen rather than a postal survey because

responses could be received faster and there were no postal costs. One

problem with e-mail surveys is that they are impersonal, so each was e-

mailed to an individual in the university who had been identified through the

literature or Internet search as having some responsibility for information

literacy education.

The survey included three questions and a request for hyper-links to

other information that was considered relevant. The number of questions

was limited to make the survey quick to answer and to encourage a high

response rate. The survey was developed after the initial university

interviews and the issues raised during these interviews informed the design.

The questions were also designed after considering the problems that had

arisen with the interview schedule, so were constructed to avoid confusion

and were open-ended to allow respondents to add as much detail as they felt

necessary. The questions were checked by the dissertation supervisor and

altered with her advice so they were more focused on key issues. Seventeen

universities currently using a federated search tool were contacted and of

these, seven responded.

30

3.3 Results Analysis

3.3.1 Open University Case Study

The three sets of results were analysed separately and analysis took

place during July and August. For the Open University case study the notes

were transcribed into a report in the days following the interviews and were

arranged by themes that had been apparent during the interviews. Since

some selection of material for recording had taken place during the

interviews this process of analysis was less complex than for the other

methods of investigation. The members of staff interviewed at the OU

checked the report and some small adjustments were made to the

ENCompass section to ensure accuracy.

3.3.2 Interviews at UK Universities

The four interviews at universities in the UK had been taped and these

tapes were transcribed and checked for errors. The researcher undertook

the transcription and the tapes were listened to several times to ensure

familiarity with the material. Silverman recommends researchers prepare

their own transcripts and listen to tapes repeatedly in order to help data

analysis (Silverman, 2000). The transcripts were then coded with colours

representing the different objectives that were being addressed in a pertinent

section. The findings for each objective were sectioned into themes before

the final results were written. The research objectives were chosen as the

organising principle for the interview results because a great deal of data had

been collected and there was a risk that the focus of the material would not

be maintained.

3.3.3 E-mail Survey

The results from the e-mail survey were gathered and each question in

turn was analysed. The questions had been focused to aid easy analysis

and since the response was small, analysis was relatively straightforward.

31

One of the responses was excluded because the university had only been

using the federated search tool for a short period of time but this respondent

had recommended some relevant articles that were included in the literature

review.

3.4 Further Methodological Considerations

3.4.1 Ethical Issues

The research in this dissertation focused on the opinions and thoughts

of individuals and so it was necessary to consider related ethical issues. All

participants in the case study, interviews and e-mail survey consented to

their responses being used for the purposes of the dissertation and were

informed of the way in which the information would be used. The information

obtained was stored privately and appears anonymously in the dissertation.

This was important because the respondents may have expressed opinions

that were sensitive or not shared by others at their university.

3.4.2 Research Limitations

There were a number of limitations with the research. The Open

University case study was a more limited study than had originally been

anticipated because the implementation of ENCompass was at an earlier

stage than expected. If the federated search tool had been in the piloting

phase then users, academics and subject librarians from the piloted

departments could have been interviewed. The interviews at universities in

the UK were limited because all the universities were using the same

federated search tool. The results obtained may therefore reflect the

implications for information literacy training with the introduction of a

particular type of federated search tool rather than any tool. This limitation

was mainly due to one tool being dominant in the country but it would have

advantageous to have found institutions using other tools and have included

them in the study. The time and travel constraints of the dissertation also

32

prohibited traveling to universities in other countries or undertaking more than

a limited number of interviews. Including an e-mail survey to universities in

other countries was one way of trying to draw upon a wider range of

experience. Interviewing more individuals at those universities that were

included in the research may also have enhanced the study. Other library

and information services staff could have been interviewed, or the research

could have been expanded to include the issues and concerns expressed by

academic staff or students. During the interviews it became clear that a

study of the search techniques of students would have been very useful but

was not possible due to the research for the dissertation occurring during the

summer vacation.

The methods of investigation that were used could have been improved

in several ways. The interview schedule for the university interviews had a

couple of problematic questions that may have been spotted during an

interview pilot. These questions were re-phrased in later interviews in an

attempt to avoid leading or confusing questions. The schedule also covered

a large number of topics and may have benefited from focusing more on the

issues relating directly to information literacy and federated search tools.

Instead this focusing occurred during the data analysis but more in-depth

discussions may have taken place with a shorter, more focused interview

schedule.

The e-mail survey would have benefited from a larger response rate.

The response may have been larger if those universities that failed to

respond were contacted again or if more individuals were contacted at each

university. Using the information from the survey together with the interviews

helped to broaden the scope of the research and was an attempt to minimize

the limitations of each method of investigation.

33

Chapter 4: Open University Case Study

4.1 Aims of Open University Case Study

1. Investigate the current and future information literacy strategies so

these can be considered in light of the introduction of ENCompass.

2. Examine the current state of the federated search tool, ENCompass

and find out about the implementation procedure and any issues that

have arisen during implementation.

3. Highlight any concerns staff may have about the implementation of

ENCompass and the effect it may have upon students and their

information literacy development.

4.2 Case Study Evidence

Interviews

Interviews were conducted with five members of staff, three associated

with information literacy and two with the implementation of ENCompass.

The interviews took place in the work environment of the interviewees.

Documents presented during the interviews

Library and Learning Resources Centre, OU. Encompass Overview.

Ramsden, A. (2004) Federated Searching and Encompass.

(Presentation slides handout for Oxford trainee librarians visit)

Other documents consulted

Open University (2004). Step Forward [Online]. Milton Keynes: OU.

http://www3.open.ac.uk/stepforward [Accessed 10 June 2004].

Parker, J. (2003). “Putting the Pieces Together: Information Literacy at

the Open University”. Library Management [Online], 24 (4/5).

http://www.emeraldlibrary.com [Accessed 10 June 2004].

34

Demonstrations

Demonstrations of ENCompass and MyOpenLibrary were given during

the interviews. An example of search data from searches performed on

ENCompass was also shown, but since the tool is not available for general

use, this data cannot be used to understand the kind of searches users

perform.

4.3 Open University Background

The Open University is a unique university in the UK with over 210,000

students studying over 450 courses by distance learning. Students are

taught either online or through printed course packs and have the support of

a personal tutor. There are 13 regional centres and also study centres within

the regions. Students receive most of the materials that they need but have

access to electronic resources through the OU library website and

arrangements are made so students can use local libraries. Library staff are

responsible for certain faculties and provide services for them.

4.4 Information Literacy at the Open University

The OU established an Information Literacy Unit in 2002, which

provides support and training in a variety of different ways. Different

methods are used in an attempt to reach as large an audience as possible,

including students and academics. Since the students are not on campus, it

is difficult to ensure that they obtain information literacy skills and knowledge

but the unit makes use of printed and online materials, with some training in

the regional centres.

35

4.4.1 Printed guides

Before 1996 there was limited support for students and the only printed

information available was in the form of printed guides for certain subjects.

The problem with these guides was that they became out of date very

quickly.

4.4.2 SAFARI: Skills in Accessing, Finding and Reviewing Information

SAFARI is a web-based, generic information literacy package that was

launched at the end of 2001 to staff and in 2002 to students. SAFARI can be

recommended in courses or actually embedded into them and it is hoped that

more courses will have SAFARI embedded. The course can be worked

through at a student's own pace and in the order they choose. The

information literacy unit is currently making SAFARI into learning objects in

an attempt to overcome technical problems and so it can be used in other

materials more easily. The unit is also currently working on an electronic

evaluation form for SAFARI.

4.4.3 MOSAIC: Making Sense of Information in the Connected Age

MOSAIC is a level 1, credit-bearing module hosted by the Faculty of

Education and Language Studies and authored by staff at the Information

Literacy Unit in conjunction with academics. The course is a mixture of print

and web-based materials and the student helpdesk, the library’s learner

support service and study advisers provide support for the module. The

module is assessed by a portfolio designed to test the process of learning

information literacy. The unit has received positive feedback from students

who have completed the course, but staff admit that students who choose the

course have paid to do so and have actively decided to develop these skills.

The unit has recently undertaken a tutor evaluation of MOSAIC.

36

4.4.4 Training for academics

Face-to-face training has been provided for academics since 1996 but

in the past two years there has been a focus on training academics as part of

a human resources project. One aspect of this has been the creation of

resource banks available on the website with links to relevant sections of

SAFARI. A second includes PowerPoint presentations with scripts to

download and bite size chunks of learning that academics can use. These

PowerPoint presentations have been taken from normal training sessions.

The staff are also working on a toolkit for academics about using the library,

including basic, introductory information. The toolkit will include materials

and information about how these can be used by tutors. It is designed to

'help tutors cope' since they may not have time to develop their own skills

and the toolkit will give them material ready to present to students.

4.4.5 Regional Training

Training is also provided in the regional centres in the form of generic

courses. These courses are for staff and students and are provided by

learner support staff.

4.4.6 Future Projects

The Information Literacy Unit is working on a number of projects

including designing a diagnostic test of information literacy knowledge. This

test will use a mixture of self-assessment and proper testing and will be

available on the web. The test will indicate to students where their

weaknesses lie, then direct them to materials to help them improve their

skills. Future projects may include developing training materials for

ENCompass that can be accessed when users perform searches. The staff

do not know how ENCompass may affect the training they already provide.

The other projects that the unit is working on are focused on personal

knowledge management.

37

4.5 Implementing the Federated Search Tool, ENCompass

4.5.1 Motivation for introducing ENCompass

The main reason the OU decided to implement the federated search

tool, ENCompass is that the library subscribed to a large number of

databases, which were being under-used. The process of using databases

needed to be made simpler for students by introducing a single search of

multiple databases and full-text resources. This will lead users to combined

results on their topic and greater use of resources. Subject librarians had

created lists of databases but each database would need to be searched

individually by the student and authentication was also a problem, as some

databases required use of a university password and some required Athens

passwords. Other reasons for choosing ENCompass included the simpler

search interface and the ability for users to link to full-text from a citation

produced by a bibliographic database. Endeavor provides an Open-URL

resolver called LinkFinderPlus for this purpose. Within the tool there is also

support for personalisation and customisation, allowing users to save search

results, view their search history and select their favourite databases for

searching. One of the reasons for selecting ENCompass rather than another

federated search tool was that it is supplied by Endeavor, who provide the

OU's library management system, Voyager. ENCompass also has an extra

module which can handle local digital collections.

4.5.2 Intended Audience

One of the issues that has arisen during the implementation of

ENCompass is deciding who the target audience of the tool should be. The

subject librarians are not sure whether the tool will be better suited to staff or

students. The tool may be useful for staff since they could identify materials

that can then be integrated into their courses. Some subject specialists think

that researchers would prefer to search in the original interfaces of databases

and there is a view that ENCompass is not really designed for complex

38

searches. Whether the tool will more useful for students or staff has yet to be

proved, but the plan is to make the tool available to staff and researchers first

and this should take place in October 2004. This will be followed by a soft

launch for students.

4.5.3 Technical Issues

There are some technical issues associated with the implementation of

ENCompass. Encompass searches databases which use the Z39.50

networked retrieval protocol (e.g. Academic Search Premier, Art Abstracts),

an XML gateway (LexisNexis, Science Direct), or Endeavor develop ‘http

connectors’ for specified databases. Unfortunately, not all databases can be

cross-searched and other ways will need to be found to promote these.

Since Endeavor is an US company, those databases that are cross-

searchable tend to have a US focus. It is hoped that using ENCompass to

promote usage of databases in general will help raise awareness other

resources. In June 2004, 42 of the 130 databases the OU subscribes to

were cross-searchable but this figure should rise to 70 by the end of the year.

Another technical problem is with those databases that are searched via the

http protocol or screen-scraping. The interfaces of databases may change,

in which case the connectors from ENCompass will not work until

adjustments have been made. Finally, it is unclear whether the results

produced with an ENCompass search will be the most relevant since the

protocols used do not control this. Currently the search facility has been set

so that a maximum of 100 results can be obtained from any database but

these may not be the most relevant results.

4.5.4 Relation to Other Services

MyOpenLibrary is a tool that highlights relevant resources chosen by

course designers for certain subjects and allows users to save a list of their

favourite resources. It is a personalised interface and the plan is to make

39

ENCompass part of MyOpenLibrary so the tool will appear as one of the

resources available. The relationship between ENCompass and the library

website was an area of discussion. The decision was made to make

ENCompass part of the website, with an OU header and links to other parts

of the website. Whether the need for subject web pages will be eliminated

with the introduction of ENCompass has not been decided.

4.5.5 Planned training

At this stage in the implementation process, the project team has

devised a quick guide to using ENCompass, which is based on a federated

search tool guide from another university. Endeavor actually produces a web

manual but this has not been seen as helpful for users. Training has been

provided for library staff but other training has not been planned and the

issue of whether training should be necessary at all was raised during the

interviews, since these tools are supposed to be easy to use.

4.5.6 Concerns About Information Literacy and Federated Search Tools

A number of concerns and issues were raised during the interviews that

relate to information literacy and the effect of federated search tools:

The way that users work will change with the use of tools such as

ENCompass and so the way that information literacy is taught will

need to change as a result. One possible change is that the teaching

role will be more of a 'guide on the side' rather than a 'sage on the

stage'.

Teaching in the future will be more about understanding the principles

than the process.

Will users care about how the federated search tool works?

40

There is an issue about teaching users to understand the difference

between a 'quick and dirty' search and one that is more in-depth.

There is an issue about the level of teaching that students have, is the

aim to produce mini-librarians?

There is a challenge in explaining to users the difference between a

websearch engine and what ENCompass can do.

Having heard experiences from other universities, it is expected that

usage of databases will increase.

4.6 Issues Arising from the Open University Case Study

The Open University has developed a number of ways of helping

students and academics to become information literate individuals. If

ENCompass has an impact on the way that individuals search for information

and users’ expectations, then the impact on information literacy strategies

could be significant. The issues raised during the interviews seem to centre

on the complexity of searching performed and whether ENCompass is

suitable for more complex searches and in-depth research. Also, the thought

that users apply to their searches seems to be important: ensuring that they

understand what they are searching, the limitations that this kind of tool may

have and where use of it is appropriate. If indeed the tool requires no guide

and is instinctive to use, will users search without planning a search strategy

and could they miss out on useful information as a result? The staff

interviewed at the OU appeared to have mixed expectations of ENCompass

and the effect it could have. If the tool encouraged more use of databases

then it would be deemed to have a positive effect but it could also cause

other non-cross-searchable resources to be neglected. There seems to be a

question about the balance between raising awareness of resources and

limiting the learning experience through simple searching. This case study

raised a number of issues to be explored in interviews with staff at

universities already using federated search tools.

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Chapter 5: Results of University Interviews

This chapter explores the issues and concerns regarding information

literacy and the introduction of federated search tools that were raised during

interviews with librarians at universities in the UK currently using such a tool.

It begins by describing briefly the tool that is the subject of the interviews

before addressing the issues in relation to the dissertation objectives. The

ideas expressed are personal and belong to the librarians interviewed. Four

universities were included in the study and the job title of each interviewee

has been included in an attempt to understand some differences in

perspective.

University A: Academic Services Manager

University B: Liaison Librarian

University C: Electronic Resources Librarian

University D: Subject Librarian.

5.1 Metalib

The four universities where interviews took place have all implemented

and been using the federated search tool, Metalib for some time. Metalib is

supplied Ex Libris, a company which also supplies library management

systems and it can be used to search across a number of subscription

databases simultaneously or alternatively to connect to the native interface of

these databases. This software can also be used in conjunction with SFX,

an OpenURL-compliant link server that allows users to connect directly with

the full-text of articles when the citation is found from a citation database.

Users of Metalib normally login to a homepage that can take a number of

forms depending on the version in use and the customisation that has taken

place locally. This home page normally offers different searching options

(quick search, advanced search) and can provide links to personalised

features such as saved results and a list of favourite databases.

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5.2 Objective 1

Whether the tool has or is perceived to have had an effect on

the way that users search for information and the resources

that they use.

5.2.1 Increased Interest and Usage of Databases

The interviewees were all asked about the reasons that a federated

search tool had been implemented at their university. One (University A)

spoke explicitly about the under-use of databases and the need to make

them easier to search, rather than users needing to learn different interfaces.

The other three all described the need to alter the way that resources were

organised and/or accessed in order to make it easier for users to find what

was needed. One of the main motivations for introducing a federated search

tool in these cases was the need to make resources easier to access, so

users would take more advantage of them, “basically, we were trying to take

away barriers” (University A).

One way to measure the success of these tools is to evaluate whether

or not they have had an effect on the usage of databases. All four

universities have experienced an increase in the use of databases since the

introduction of the federated search tool, with usage statistics from database

suppliers indicating this increase. At University A, this increase has been

hundreds of percent for some databases and one as much as 6000%. The

interviewee at University C admits that it is difficult to know how much the

increase is due to the changing information environment and users becoming

more familiar with electronic resources.

The interviewees were also asked about the kind of enquiries that are

received in the library and these also indicate users' interest in using the

federated search tool, Metalib. At University A the interviewee believes that

more questions are asked about Metalib than were asked about individual

databases in the past but explains that this could be partly due to the library

43

staff being better at recognising queries about Metalib than they did about

individual databases. The interviewee does describe often seeing users

using Metalib in the library and thinks, “we get more queries because they

are doing more searching”. At University C, there appears to be more

interest in using electronic resources with enquiries about Metalib and more

users attending information skills drop-in sessions. These sessions were

running before the introduction of Metalib now but have a Metalib element.

5.2.2 Search Techniques

Of the four universities examined, only University A has data about the

way that users are searching Metalib. The data shows that the quality of

searching varies, with some searches showing use of information skills such

as combining keywords and choosing the appropriate databases for a search

topic, whereas “other bits just make your heart sink because you realise that

they have really just typed in the whole of their essay title”. One of the

benefits of a federated search tool is that it aids the selection of appropriate

databases and the interviewee at University A believes that the long A-Z lists

of databases that were used previously may have discouraged users from

searching. With Metalib the users can perform a federated search on several

databases simultaneously in order to find which is the most pertinent

database for a particular search. Users are still searching the native

interfaces of databases, but it may be that some are conducting a Metalib

search first to see which databases to search.

Although University D has not conducted a formal survey into the

searching techniques of users, the interviewee described experiences of

assisting students in searching, “I do know that whenever I say to students,

you type it in, they type in all the 'ofs' and 'ands' ... so I don't think they do

search particularly well”. This interviewee also found that students who come

for help have not thought of alternative search terms. Since the interviewee

only sees the students when they are learning to search or when they need

assistance, it is impossible to know how the majority searches after they

have had some instruction.

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5.2.3 Use of Materials

The increase in database use has been highlighted but the interviewees

were also asked about the effect of the federated search tool on use of print

materials. None of the interviewees knew if general print use at their

universities had altered as a result and at University B vast amounts of books

and journals are still circulating. At University D, the interviewee had noticed

a change in material use in that users are requesting more items that are not

held in the library. The interviewee also thinks that users are making more

use of electronic indexing and abstracting services with printed indexes and

abstracts receiving little or no use. Whether the use of different resources

and materials has had an effect on the work that students produce is an area

that the interviewee at University A plans to investigate in the future.

5.3 Objective 2

What the opinions of librarians are regarding the way that the

tool should be used and the role that they think it should play

in users' research

5.3.1 Search Techniques

The interviewees were asked their views about searching and using the

federated search tool, Metalib. At University A, the interviewee does not

believe there is a right or wrong way to search Metalib, as long as users

manage to find a percentage of what they need. The techniques that users

are taught to search Metalib are the same as for any database and Metalib

has the ability to run searches using Boolean logic, truncation and wildcards,

although phrase-searching is harder. The interviewee at University B

responded similarly explaining that the same ideas and strategies are taught

for searching Metalib as for other databases and library staff encourage

users to think about abbreviations, synonyms, delimiters and generally

planning a search strategy. The interviewee at University D highlighted some

of the limitations in searching using Metalib since the search mechanism is

45

not as refined in the individual databases and there are no descriptors or

thesaurus terms. At University D, the interviewee explained that author

searches are difficult because different databases have different standards

for presenting names. The nature and limitations of a federated search tool

such as Metalib have led librarians to consider the role that it should play in

users' research and the different ways in which it can be used. Some of

these were described by the interviewees and will be examined in turn.

5.3.2 Resource Discovery

One of the reasons for implementing a federated search tool is that it

can organise resources by subject and each individual institution has control

over the subject groupings that are set up when the tool is configured. The

tool can therefore be used to find the relevant resources for a particular

subject. This type of resource discovery was seen as a benefit by all the

interviewees. Whether Metalib should be used for more than resource

discovery by more advanced users such as academics and postgraduates is

an issue that arose during some of the interviews. At University A, the

interviewee explained how at first some of the academic librarians thought

that Metalib was really a tool for undergraduates and were worried when the

tool became popular with academics, “because they feel academics and

researchers shouldn't be using Metalib apart from as a discovery tool”. The

interviewee at University D thinks that Metalib is useful for highlighting

resources to all users but would expect postgraduates to click straight

through to native database in order to search. Federated search tools can

enhance resource discovery in a way that subject lists of resources on web-

pages cannot because users can perform a federated search across a

number of databases in order to find the most relevant for a particular search.

This search can then be followed by a more comprehensive search in the

native interface. This kind of use was recommended by the interviewees at

Universities A, C and D.

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5.3.3 Federated Searching

The interviewee at University C described another use for the federated

searching function that has become popular at the university. This is the use

of Metalib to clarify partial references when users have been given only

limited details about an item. Several databases can be searched

simultaneously in the expectation that one will have a complete reference.

This has been particularly useful for enquiry desk staff dealing with queries.

This interviewee had thought when Metalib was introduced that some groups

of users would be sceptical about federated searching, but was surprised to

find that they liked it. This interviewee thinks that federated searching is

popular because

“it's a way of very quickly trying to find some information and actually people

don't or aren't often looking for absolutely everything, they're looking for some

relevant information that are going to back up the work that they are

doing”(University C).

This interviewee does not recommend Metalib for systematic reviews

however, due to the searching limitations.

5.3.4 Levels of Engagement

At University C, the interviewee also sees Metalib as functioning on

different levels, with users engaging at a level appropriate to them and their

needs. Metalib includes advanced functions such as saving and repeating

searches and at University C these have been popular amongst

postgraduate research students. The interviewee at University A also

expressed the idea that the tool is useful to everybody but this interviewee

thought the tool’s level of usefulness depends upon the individual searches

performed by users. At University C, the group of users who the interviewee

sees as benefiting least from Metalib are first and second year

undergraduates because they have less need to search databases. This

interviewee thinks that the best way to reach this group of users may be by

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linking reading-lists to Metalib. Finally, this interviewee implies librarians

should be cautious about the way that they promote this kind of tool and goes

on to say, “I think it's been slightly over-hyped and I think if you sell it right,

and you say why the specific reasons are for using it, it's a very, very useful

tool”.

5.4 Objective 3

The relationship that the tool has to other library services

such as web-pages, the OPAC and Virtual Learning

Environments

5.4.1 Library Web-pages All four interviewees described changes that had occurred to the library

web-pages as a result of the introduction of Metalib. The library web-pages

at each university had included subject listings and A-Z listings of databases.

All have removed the subject listings and only University A has retained the

A-Z list due to the request of some academics. In these cases, the federated

search tool has removed the need for these web-pages and has made it

easier to organise resources by subject. One area that Metalib has failed to

address adequately for Universities A and D is subject access to electronic

journals. University A has therefore retained its subject list of electronic

journals on its library web page and at University D the electronic journals are

in the library OPAC where they can be subject searched. The new version of

Metalib should address this problem.

5.4.2 OPAC: Online Public Access Catalogue

The library catalogue can be included as one of the resources listed and

searchable within a federated search tool. All four universities have included

the OPAC in Metalib although both the interviewees at universities A and B

think it is better to search the OPAC directly because Metalib fails to provide

the class mark (University A) and the OPAC is easier for undergraduates to

use (University B). The interviewee at University D thinks users do not

48

access the OPAC much through Metalib but go to it directly. The benefit of

including the OPAC for this interviewee was that it could be grouped together

with other library catalogues in the area.

5.4.3 Other Library Services

The interviewees described various ways in which integration is planned

or had been achieved between Metalib and other services that the library

provides. At University A, bibliographic management software was

introduced at a similar time to Metalib and Metalib can send records to this

software once searches have been performed. This has been very popular

with users, some of whom may not realise the distinction between the two

services. At University D the student portal can be used to access Metalib

and it is hoped that in the future the portal will include an expert wizard that

can guide students to the library service that they require by assessing their

needs with a series of questions. This interviewee described how there was

a need to make services more user-focused although this was not a

response to the introduction of Metalib.

At University C there are a number of areas in which the interviewee

hoped there would be future integration with Metalib. The first is integration

with electronic reading lists, particularly with SFX so that items can be linked

to directly even if the URL is altered. The reading list would link to SFX

rather than deep-linking to the item itself. This interviewee hopes that in the

future it may be possible to integrate Metalib into Blackboard, the virtual

learning environment so that users could perform Metalib searches when

they are within Blackboard. Finally, University C is planning to introduce a

managed learning environment encompassing teaching, information, the

OPAC and student records and the interviewee thinks that Metalib would be

a part of this. This interviewee believes that integration will affect the way

that users access Metalib in next few years and that “going in via Metalib's

front-end is not necessarily going to be the most likely way they'll get in”.

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5.5 Objective 4

How easy the tool is to use and whether training is seen as

necessary for those who use it

The interviewees were all asked about Metalib and how easy it is to

use. All four agreed that there were some problems with the interface in the

version they were using at the time. The interviewee at University D

described how the screen was too cluttered, and at University B the

interviewee thought that there were too may places to search. In the version

in use in July 2004, the interface offers a search option where the user can

search for a particular resource. At University A, the search reports showed

that a small percentage of users were entering their actual search topic in

this search box rather than the name of a resource and the interviewee's

reaction was “it means that it is not as easy to use as we thought it was,

which has been slightly disappointing”. Some of these usability issues

should be resolved with the new version of Metalib, version 3 which had been

installed at two of the universities in August 2004. The interviewees at both

Universities A and C thought that if users spent some time orientating

themselves with the tool and experimenting with it, most would be able to

search and at University A the interviewee believes that if a user can use a

database, they can use Metalib.

At all the universities enquiry desk staff are receiving queries about

Metalib which shows both that users are attempting to make use of it and

also that some need guidance. At University B the interviewee thinks these

queries are more frequently about how to access an article once a search

has been performed rather than how to make the initial search. All the

universities provide some form of training or guidance in how to use Metalib

and at University D this is used as an opportunity to explain the workings of

each section of the screen in an attempt to address the confusion of the

interface. This interviewee notes that for users accessing the tool from off-

campus there can be further confusion because some of the resources can

only be accessed on-campus. From the interviews it was clear that for some

users, training in using Metalib is necessary.

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5.6 Objective 5

How information literacy training is provided in the libraries

and whether it has changed with the introduction of the tool

5.6.1 University A

Information literacy training, or information skills as it is called locally,

takes a number of forms at University A. Firstly, academic librarians provide

customised training for undergraduates and masters students, which is

embedded into modules at the request of academic staff. The content of the

training will be negotiated with lecturers and the sessions will normally last

one or two hours. At University A the staff are constructing competency

levels for students in different years and training is staggered so students

learn what they need for the year in which they are studying. The content of

the training focuses around the Big 6 Skills model and staff try to relate the

content to the curriculum. Some of the students will have assessment

related to the training, for example constructing a bibliography. There is a

separate programme for PHD students and academics can attend sessions

over the summer. Not all departments will ask for customised training and the

library also runs drop-in sessions that are either on generic topics or for

specific subjects. These sessions are mainly aimed at researchers and there

are sessions about particular databases. The interviewee at University A

believes that students should be taught what they need at the time of need

and sees online training as a way to do this. There are a number of online

tutorials for databases, Metalib and other library services.

When Metalib was introduced, University A ran a number of sessions

about the new tool aimed at academic staff, researchers and undergraduate

students in their second and third years. Since then Metalib has been

integrated into other sessions and is used as a way to access the databases.

The online training for individual databases explains the different ways that

databases can be accessed, including through Metalib. In customised

training or drop-in sessions users will be shown how to search Metalib and if

appropriate they will also be shown how to search the native interface of the

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database. Users are taught the same search techniques as they were before

the introduction of Metalib and they still learn about evaluation and choosing

the right results, which the interviewee explained is even more important with

Metalib since users are finding more results. The tool has altered sessions in

that less time is devoted to explaining how to select the right database and

instead time is spent discussing the different number of hits that will come

back from each database during a federated search and the reasons for this.

The interviewee felt this made it easier for users to understand the different

content that databases contain.

5.6.2 University B

At University B there is also a system of departmental training that will

vary in each department and drop-in sessions on a range of topics. There is

also an information retrieval module offered to all students as part of a basic

IT course, which is currently being revised. Since its introduction, Metalib

has been included in all these forms of training and the interviewee thinks

that it has been helpful since users only need to be directed to one place.

Also, much of the training takes place at the beginning of term when students

have other commitments and the interviewee feels “it's nice to have them

doing something quite easy that they understand”. Before the introduction of

Metalib, users were trained in the use of databases and they are still shown

relevant databases for their subject. The only difference is that now Metalib

is used as a way to access the databases and users are given the option to

link to and search the native interface or perform a federated search.

Metalib has not removed the need to teach search strategies and

training for undergraduates explains how to find different items on a reading

list along with strategies for topic searching using databases. The training for

postgraduate students is also being changed and a graduate research skills

programme will be introduced in the new academic year, including a section

on information retrieval. The interviewee thinks that Metalib is likely to be a

big feature in the programme and that the opportunity will be used to show

postgraduates the extra functionality that the tool possesses.

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5.6.3 University C

At University C, all the undergraduates will have some kind of library

induction which will cover how to use the library catalogue and now also how

to use Metalib. Most of the students, mainly second, third years and

postgraduates will have a information skills session with a subject librarian as

part of their course where the librarian will try to integrate the content into the

curriculum. These sessions may take the form of a lecture, or also include a

practical session. The sessions will vary according to the librarian who is

teaching but the interviewee's sessions would cover core databases relevant

for the subject, search strategies for databases, refining searches and

actually accessing the material. These sessions will not address critical

thinking skills since it is assumed these are included in the curriculum. Also

not all the librarians will teach the constructing of a bibliography due to time

limitations. Reference librarians also offer optional drop-in sessions

throughout the year, which are available for all users. There are three

sessions currently covering an introduction the library, finding journals and a

Metalib session, although the latter two may merge in the future. There is

some online material that can be used as a quick guide to aid reference staff

but these guides are not as comprehensive as the actual training sessions.

When Metalib was introduced at University C it was not possible to

provide special training for all users, so sessions were provided for academic

staff and research postgraduates to experiment with the new tool. There are

two sessions, an introduction and a more advanced session that are run

weekly throughout the year. The more advanced session has started to

include information about integrating Metalib and SFX into Blackboard sites

and web-pages. Before the introduction of Metalib there were sessions for

academic staff and postgraduates but they would have been about specific

databases. To promote Metalib to other users, e-mails and leaflets were

used and Metalib is now included in the subject training. The interviewee

thinks that Metalib has helped information skills training because materials

are more visible and staff can easily point users to the relevant databases for

their subject area. For this interviewee, the introduction of Metalib has not

removed the need for information skills training but teaching is less about

53

specific databases and focuses more on generic skills, “I think increasingly

students need the skills that are more generic” so that users can use any

database. At University C there are also staff working on an information

skills course on Blackboard. There is currently a course to support the

Metalib training for academic staff and research postgraduates but the new

course will be for undergraduates and is influenced by some of the

information skills websites available at other universities.

5.6.4 University D

Information skills training at University D primarily takes place by

subject librarians within departments. There have been drop-in sessions

about specific databases, electronic journals and the library OPAC but these

have not been very well attended. Drop-in sessions in the new academic

year will continue but will most likely demonstrate Metalib and a range of

resources. Currently there are no purely Metalib sessions but Metalib is

explored during the information skills training in the departments. At

University D Metalib has been configured so that when a user logs-in he or

she is shown key resources that are relevant for their subject area. This is to

encourage the users to start working with resources straight away and users

are shown how they can add to this personalised list. The training is also

used as an opportunity to explain to users the difference between the

different types of databases, which cannot be indicated in the interface.

During information skills sessions, users will learn about search

strategies, writing up and citing references and will explore Metalib together

with the library OPAC and Internet searching. The focus of training has

changed since the introduction of Metalib as previously a couple of

contrasting databases would have been demonstrated and now time is

devoted to demonstrating Metalib. Less time is spent talking and more time

demonstrating which the interviewee feels is necessary, “I think you need the

demonstrations because of the complexity of it”. It is also possible to connect

to the full-text of articles with SFX. Academics will sometimes have training

in the departments but will normally contact the library for assistance. For all

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users there is a Metalib tutorial on the library website which is mentioned

briefly during training sessions and there are also printed guides in the

library.

5.7 Objective 6

If there are other perceived benefits and disadvantages of

using such a tool, especially with regard to the development

of information literacy skills in students

5.7.1 Enquiries

One of the benefits of the introducing the federated search tool Metalib

for some of the interviewees was that they believed it had become easier for

library staff to deal with the enquiries that they received. Users can be

directed to one place when they need to find information on a topic and

library staff “only have to show them the Metalib interface, whereas prior to

that they often had to know lots of different interfaces and they'd struggle”

(University A). The interviewee at University B explained that before staff

could use Metalib, it could be difficult to navigate to a specific database but

now it is much quicker and easy to find resources for users.

5.7.2 Promotion and Raising Awareness

Another perceived benefit of introducing a federated search tool and

one of the main motivations for universities that do so, is that it can help to

raise awareness of the electronic resources that a library possesses. At

University B the interviewee feels that “one of the key things at the moment is

taking that step of making thing a lot more accessible”. At University C the

interviewee also spoke about the simplified process for accessing and using

databases, which encourages users to do so. In this interviewee’s opinion it

is important that users exploit resources, “I think I'd rather than they were

engaging at least shallowly with some of the databases we've spent money

on, than going straight to Google and ignoring us altogether”.

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Encouraging academics to use Metalib was perceived to have benefits

because they would promote the tool to their students. At University A,

library staff have had more people approach them to ask about resources

because academics had recommended to the tool to them. At University C it

was hoped that by running sessions for academics and research

postgraduate students about Metalib, not only would these users benefit but

they would also recommend the tool to others. Although the interviewees

described positive reactions to Metalib and the role it could play in users

studies and work there has also been some resistance. At University B the

interviewee admitted that some academics feel that the library is constantly

changing and it is difficult for them to keep up with these changes. The

interviewee felt that this was a difficult issue because the library wants to

improve the services that it offers but that it may be causing some resistance

as it does so.

5.7.3 Databases

One of the problems with Metalib that was mentioned during two of the

interviews was that it does not indicate the different types of databases that

can be cross-searched. The databases that are included could be library

OPACs, citation indexes or electronic gateways and the interviewee at

University D explained how different search techniques would be needed to

search them effectively. At University C the interviewee believed that this

problem could potentially cause users to ignore certain databases because

they do not produce the desired results. A federated search of a library

OPAC and a citation index may produce very small results for the OPAC,

which could dissuade users from making full use of the OPAC. To this

interviewee, federated searching is appropriate when the same types of

databases are being searched. This interview also believes that “user

education is really important and you need to help people to understand the

difference between different types of databases” (University C).

56

5.7.4 Google

The creation of federated search tools has been seen by some as a

response to Google and the central role that it now plays in many users

information seeking (Luther, 2003; Miller, 2004; Fryer, 2004). One of the

interviewees admitted that by introducing Metalib, the university was hoping

to compete with Google, which is where students tend to go first to search for

information. Google has changed the way that users search and some of the

interviewees mentioned how this had affected the way students search

databases by expecting that results would be produced if a whole essay title

was entered into the search box (Universities A, D). Whether federated

search tools are an attractive alternative to Google was an issue raised in the

interviews. The interviewees at both Universities A and C explained that

Google is getting better at selecting more relevant materials. At University A,

the interviewee promotes Metalib by explaining to students that they may find

quality material through Google but that they know the material produced

through the databases has quality. Training users to understand the

difference between searching the Internet and a tool such as Metalib seems

to be necessary but this still may not be enough to convince users to choose

academic resources rather than Google. One of the interviewees felt,

“that we have not grasped as librarians the pace of the change and people like

Google are ahead of us and we're still on the whole on the back foot of really

embracing this technology and what's happening out there”.

This interviewee goes on to say that whilst Metalib is helping, there is still a

risk that Google will remain dominant and that “we need to think very

carefully about what we're presenting and making sure it's as appealing as

what's there with Google”.

This chapter has described the results of the university interviews in

relation to the dissertation objectives. The results of the e-mail survey will be

examined in the next chapter before a summary and discussion of all the

results obtained through the various methods of investigation.

57

Chapter 6: Results of E-mail Survey

An e-mail survey was sent a member of library staff responsible for

information literacy at seventeen universities worldwide, each of which is

using one of a number of different federated search tools. Seven of these

universities responded, four from the US, two from Australia and one from

the UK. The responses that were received were from universities using one

of four different federated search tools: Zportal, Metalib, ENCompass and

MuseGlobal. The survey asked three questions and this chapter examines

the answers to each question in turn before a wider discussion of the issues

raised from all the results in the following chapter.

6.1 Changes in Information Literacy Training

Seven responses were received to the e-mail survey but one of these

universities (Response 6) was at an early stage in the launch of their

federated search tool, Metalib and was not in a position to gauge how the

tool's implementation may affect the university's information literacy

programme. Of the six other responses, three thought that the information

literacy training provided had not changed since the introduction of their

federated search tool. Two of these universities are using Zportal and both

explained that the tool was not working well enough to be promoted to users:

“Zportal is not reliable enough to produce accurate and full

search results from every single database every single time.”

(Response 1)

“Most librarians think it is not functional because of the way it

returns results and because we do not have good open URL

linking in place yet.” (Response 4)

One of these universities (Response 4) does not publicise the tool and the

respondent thought that librarians were not instructing users in how to use it.

At the other university (Response 1) librarians may make students aware of

58

the tool, informing them of the strengths and limitations but it is not

recommended as a reliable research tool. Instead librarians promote the

original databases, which may be included in Zportal but will not produce the

same results if searched using the federated search tool. Response 7 came

from another university where information literacy training had not changed

for similar reasons. This university is using MuseSearch, a tool that

produces and displays results in a way the respondent considers inadequate.

At this university library staff continue to teach users how to use the original

databases and the library OPAC. This respondent described another reason

for not teaching users about this tool:

“I also think that librarians (myself included) are hesitant to tell students

to use something that searches across resources because we are also

trying to make the students information literate and to help them learn

how to distinguish one type of resource from another.” (Response 7)

The respondent goes on to say that he or she felt librarians did not know how

to teach this competency using a federated search tool.

Of the three responses that indicated a change in information literacy

training due to the introduction of a federated search tool, two of these

described the change as teaching users they can choose to search the

federated search tool or the native interface of databases and the training

explains how to do both (Responses 2, 3). Response 2 came from a

university using ENCompass and the respondent felt that the version of the

tool in use was not robust enough, so whilst users are taught about the tool,

the focus is still on the native interfaces of databases.

Response 5 came from a university that had introduced a programme of

training for their federated search tool, Metalib. This training programme had

been evaluated after a year and then altered to address the issues raised

from student feedback. The original training had been composed of two

types of hands-on training sessions: a generic session introducing the tool to

users and subject specific sessions. The desired outcome of the generic

session in terms of information literacy competencies was that users would

59

be able to find information using a variety of resources through the tool. The

subject specific sessions had aims including users being able to find

information using the tool and being able to identify specific subject

resources. These sessions were reviewed and student feedback received.

Some of the issues that arose were that: students did not have an awareness

and knowledge of information resources, the tool was less useful for some

subject areas (including law and medicine), worked examples needed to be

prepared for training sessions because the tool may not always work

effectively and the complexity and power of the tool had not been fully

realised. This university altered its training so that in the next academic year,

new sessions were introduced and these new sessions took place before the

users attended the Metalib sessions. These new sessions were composed

of an introductory session about search strategies and some information

resources training which highlighted appropriate databases. The respondent

claimed the new strategy has been more successful but that students were

still confused with the amount of information and resources available and feel

that they may not be making the most effective use of the tool. This

university has also developed an online tutorial, which explains how to

conduct both quick and advanced searches. It also includes a guide to using

the more advanced, personalised features of Metalib.

6.2 Changes in Users’ Search Behaviour

The responses to the e-mail survey varied as to whether the librarians

thought their university's federated search tool had altered the way that users

searched. Responses 1 and 7 both suggested that the tools had not had an

impact. Response 1 explains that this is probably because the tool is not

being used extensively and this respondent thinks that it is web search

engines that have really impacted upon search behaviour and the research

tools that users choose. This respondent believes that federated search

tools are

” a response to web search engines and an attempt to make library

database information and research content available in a similarly

instantaneous and seamless manner”. (Response 1)

60

Response 7 came from a librarian who thought that users are still searching

in the same way and describes how users “want to find results in the quickest

possible manner and some will take whatever result they get first”. This

respondent observes that users are impatient at having to wait for results,

especially as searching more than one database takes longer and that they

complain when a poor search string fails to retrieve relevant results.

Two of the responses indicated that search behaviour has been altered

by the introduction of a federated search tool. One (Response 4) found that

there was an increase in the number of searches conducted across

databases due to the federated searching facility. The other (Response 2), is

of the opinion that students on lower-level courses use federated searching

to locate several articles they can cite in their work without having to

undertake in-depth research. The experience of this respondent is that

academics and postgraduate students prefer to search the native interfaces

of the databases but admits this opinion is based upon anecdotal evidence.

One respondent (Response 5) is aware that users are searching using the

tool due to web-page statistics and comments from students but does not

know how they are using it or how relevant their results are. This university

is planning to conduct focus groups to find out about students' searching

habits and observe their search behaviour. This respondent also thinks that

students from different disciplines will use the tool differently.

6.3 Possible Changes to Library Services and Training in the

Future

There were a range of ideas from librarians using federated search tools

as to how they think these tools will affect the way libraries provide services

and training in the future. One response (Response 2) was that the tools

would not affect services and training, only create more good will in users

who find it easier to search. One library (Response 4) has plans to make the

tool the homepage for the library, although the respondent thought this would

be some time away. This respondent believes that a more immediate need

61

is for more training to show users how to use the tool effectively. Another

response (Response 7) came from a librarian who felt that librarians at his or

her university have resisted promoting federated search tools and that they

will only begin to change if forced to do so. If change does occur, it likely to

be in the form of short sessions introduced about how to search the tool, with

the individual databases no longer being taught. This respondent also noted

the lack of professional discussion about teaching users how to use

federated search tools.

Those respondents who described the possible changes to training in

the future included one (Response 1) who thought that there would be less

need to make distinctions between different types of databases and less

need to know the specific research tools for a particular discipline. This

respondent thinks this change will only occur when the tools became more

reliable. Response 3 came from a librarian, who suggested,

“A possible change is a clearer split between simple searching using

the Metalib cross-search and detailed searches using the native

interfaces.”

The response from one university (Response 5) indicated a number of

potential changes to library services and training in the future with both

becoming more individualised and targeted at specific disciplines. Training

would also have short, sharp learning strategies and outcomes and will be

delivered anytime and at the point of need. This respondent also believes

there will be greater integration between the federated search tool and the

campus online learning platforms.

Although there was a limited response to the e-mail survey, a number of

issues and concerns were raised in the responses that have possible

implications for information literacy training after the introduction of a

federated search tool. This chapter has presented these ideas and the

following chapter will discuss all the results obtained from the different

methods of investigation.

62

Chapter 7: Discussion of Results

This chapter discusses some of the main themes that were produced

during the research in an attempt to indicate the implications for information

literacy training in higher education with the introduction of federated search

tools.

7.1 Raising Awareness of Resources

One of the main themes to surface from the university interviews and to

a lesser extent from the e-mail survey is that those universities that have

implemented federated search tools have found that users make more use of

the databases the library subscribes to. As the interviewee at University C

pointed out, it is difficult to determine exactly how much the increase in use of

databases is due to the federated search tool and how much electronic

resources would have been exploited more due to the changing electronic

information environment. However, with such large increases it is

reasonable to assume that the tools are having some impact. The increased

use of resources has implications for information literacy training since there

are likely to be more users who need assistance with searching but there is

also a greater awareness of the kind of resources that the library provides

access to. For those librarians that were interviewed, raising awareness of

resources is very important and this is not surprising given the findings of the

JUSTEIS Project which found that for undergraduates, “many students

remain unaware of the resources available, and uncertain how best to use to

(sic) them” (Armstrong et al., 2001:255). With students turning to Google first

to conduct their searches, the opportunity to encourage them to make use of

library resources is very attractive to librarians.

Terrell expressed concern that although federated search tools have

the potential to increase the range of sources used, there is a risk that “by

bundling the sources together it tends to inhibit the person’s ability to

distinguish between these sources and to recognise their unique

characteristics” (Terrell, 2004). This risk was confirmed in one of the e-mail

responses (Response 5) where the respondent had found that after the initial

63

introduction of a federated search tool, students were found to be lacking an

awareness and knowledge of information resources. This risk does not

necessarily warrant the abandonment of such powerful tools but proves the

importance of information literacy training. The same university found its

information literacy programme was more successful when sessions focusing

on resources for certain subject areas were introduced before training in the

federated search tool. At one of the other universities included in the study

(University A), the librarian interviewed found that the tool could be used as

an aid to information literacy training and helped librarians to explain the

difference between types of databases and the results that they had obtained

from a federated search. Terrell himself recommends a teaching approach

where a cross search is used to retrieve results and “the ensuing discussion

could then focus on the differences between them” (2004).

7.2 The Need For Information Literacy Training

The need for information literacy training is another theme that emerged

from the interviews and surveys. Federated search tools are designed to be

instinctive to use but this is not always the case and the four interviewees all

found that there were some problems with the interface of the current version

of Metalib. The interface can and will be changed but users’ search

techniques are equally as important and do not appear to change with the

introduction of a new interface. Tallent (2004) described the search

behaviour of students at Boston College, USA where some would enter

complete essay titles into the search box. The interviewees at Universities A

and D also described this search technique, as does the e-mail Response 7.

In order to get the best results from a tool as complex as a federated search

tool, users need to know how to construct a search strategy and how to

execute an appropriate search for the resources being searched. This kind

of training is still very much a part of the training provided at the Universities

where interviews were conducted. The challenge for those responsible for

teaching information literacy with the introduction of federated search tools is

to focus on more generic skills and knowledge, which can be applied to

different information resources.

64

The problem that became apparent from the librarians that were

interviewed was that although information literacy or information skills training

takes place at each of the universities, the time made available for such

training is often limited or varies according to the perceived needs and

desires of departments. With only an hour or two for training each year, it

would be difficult for library staff to encourage the development of knowledge

and skills required to handle different information resources. Federated

search tools can aid this training because only one interface needs to be

shown, but since the tools have the potential to produce large numbers of

results, there is more need for the critical thinking and selection skills that

take time to develop

7.3 Recommended Use of Federated Search Tools

Fryer (2004) recommended that users start researching a topic with the

help of a federated search tool but then continue to search in the native

interfaces of the databases. This was a theme apparent throughout the

interviews and the e-mail survey. Whilst librarians encourage the use of the

native interfaces of databases as more accurate search tools, Terrell (2004)

was concerned that users were unlikely to continue to use these. At

University A, users are clearly still searching the native interfaces because

even those databases that cannot be cross-searched have seen an increase

in usage. However, whether users continue to use the native interfaces is

difficult to predict and monitor especially given that database providers

cannot distinguish between the number of searches received from the native

interface and those from the federated search (JSTOR, 2004). Another use

that was recommended for these tools is to check partial references

(University C). Although the librarians expressed different views about which

users the federated search tool is most suitable for, it seems that these tools

have different levels of complexity that would be suitable for different groups

of users. The popularity of the more successful tools also suggests that

whatever librarians’ views about the suitability of the tool, once it has been

provided the users will choose whether they want to use it and how they will

do so.

65

Chapter 8: Conclusions, Recommendations and Areas for Further Research

8.1 Conclusions

This dissertation aimed to explore the implications for information

literacy training in higher education with the introduction of federated search

tools. Whilst it has succeeded in raising a number of issues, providing

examples of universities using these tools and highlighting their current

practices, it is still difficult to gauge the extent of change that may occur in the

next few years. The tool itself does not make a user more or less information

literate; it is the way it is used. The interviews and e-mail survey showed that

users will continue to use their normal search strategies when faced with a

new tool. Students often gain their searching experience through web search

engines such as Google and although Google has altered expectations and

allows inadequate search strategies, it cannot be held responsible for the

lack of information literacy skills in students. Expert users can use a tool

such as Google to produce good results just as students with information

literacy skills can make good use of a federated search tool. The search

facility on a federated search tool may not be as refined as the original

database but most can still be used to find relevant information on a topic.

Users need information literacy training to ensure that they make the best of

use of these tools and so they understand and can select from the results

that they produce.

Federated search tools have the potential to make students aware of

the resources that are available to assist their learning and development. If

these tools can encourage users to start searching, then information literacy

training can be used to ensure that this searching yields useful results.

Some of these tools are in need of more development and it is likely that they

will do so as technology and users’ expectations change. For those that

have already captured users’ attentions, they have the potential to

significantly alter the way that users search for information.

66

8.2 Recommendations for the Open University

It is important that users can compare the number of hits that are

returned from each database so they can discover which are the most

pertinent databases for a particular topic. The current ENCompass

interface at the OU, which is currently unavailable to users, indicates

the number of hits for each database. This screen can be

incorporated into the training in MOSAIC, SAFARI and on-campus

sessions in order to explain the reasons for the different number of

results and how it can be used to find relevant resources.

The ENCompass search interface should allow users to connect to the

native interface of a database so they can either connect straight

through, using it as a tool for organizing resources or connect after

they have found a particularly useful database. The interface under

construction does not appear to offer this facility but it would be

extremely useful.

Users would benefit from a quick, visual online guide that can be

accessed from the login screen or the ENCompass homepage. A

number of universities in the study had this kind of guide that could be

used to help orientate users when they first use the tool.

The OU has already planned to introduce the federated search tool to

academics first and from the experience of other universities this

would appear to be advantageous. The Information Literacy Unit or

relevant library staff could present sessions to the academic staff and

researches on campus, and in training sessions at the regional offices.

The experience of other universities has shown that if academics find

the tool helpful, they will promote it to their students.

Federated search tools can function on different levels and users can

engage with the tool and its functionality to varying amounts. It would

be sensible to have guides to ENCompass that are aimed at different

levels of users, or different depths of engagement. For example, there

67

could be guides for simple searches, advanced searches and for using

personalised features. The personalised features could be marketed

to researchers and academics primarily.

Whilst universities have found it useful to have online guides for their

federated search tools, it would also be advantageous to integrate

ENCompass training into the information literacy training that already

exists in the form of SAFARI and MOSAIC. Users could explore a

federated search on ENCompass and compare it to the same search

performed in the native interface of a database. The tutorials can be

used to explain how users conduct searches using ENCompass and

how this is different to searching the native interface. It would also be

useful to incorporate a discussion or examination of different types of

databases and the distinctions between them.

Another comparison that could be drawn in the information literacy

tutorials is between an ENCompass search and a Google, or other

Web-search engine search. The different types of results produced

could be compared and reasons given for the differences. A

comparison between ENCompass and a metasearch engine such as

Metacrawler may help users to understand the concept of federated

searching but would be most useful for those users who already have

techniques for internet searching.

With the introduction of ENCompass the ability for users to think

critically and select relevant items from long results sets is likely to

become more important. Information literacy training could include

examples of ENCompass searches and the results obtained together

with strategies for refining results and selecting the most relevant

material.

The introduction of ENCompass is likely to users performing more

searches of databases. The experience of other universities has

shown that the OU may well receive more queries. The staff who

normally respond to student queries will need to be prepared to

68

recognise and respond to ENCompass queries. It may be useful to

have a list of (expected) frequently asked questions which users can

access themselves or library staff can refer to and direct users to

when they receive queries.

8.3 Areas for Further Research

One area for further research could be the examination of the Open

University in the future to see how the successful the piloting of

ENCompass was and to evaluate the use that users are making of the

tool. This study could be of the use of ENCompass by academics and

researchers or by students. Since the OU students do have different

vacation periods, it may be possible for a Masters student to assess

the opinions of users through a survey and/or interviews and monitor

their use of the tool in relation to the decisions they make when

searching for information.

Further research could examine the use of federated search tools in

other sectors, such as law libraries or national libraries to assess the

impact that these tools are having on the way that users search for

information.

Another area for study would be the effect of federated search tools on

changes to the work that librarians and information professionals

perform. This study could look at the work needed to implement and

maintain these tools and the skills and knowledge that are required of

librarians and information professionals to do so.

This study has focused predominately on the use of two federated

search tools, Metalib and ENCompass. Although other tools were

examined briefly, further research could examine the experience of

libraries using other tools in more depth. An area that may be

particularly interesting would be the changes made to subject portals

so they can perform federated searches and the use that libraries

make of these tools.

69

A final area for further research would be to examine the effect that

federated search tools have on the work that students produce and

whether it encourages them to use more materials in their work. It

would be interesting to examine whether the use of such tools can

contribute to learning outcomes and improving students’ grades.

70

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Appendices

Appendix A: Areas for Discussion at the Open University

Appendix B: Interview Schedule for UK Universities

Appendix C: E-mail Survey

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Appendix A: Areas for Discussion at the Open University

A: Information literacy at the OU and possible issues arising from the implementation of ENCompass

B: Piloting of ENCompass

How it is taking place

The relationship to MyOpenLibrary

How much the interface will be tailored to local needs

How is the tool going to be integrated with other library services (such

as the library web-site)?

What kind of issues and problems/benefits are arising from the search

tool?

Whether usage is being logged or there is any feedback from users

What kinds of instructions are available for those using the tool?

How will the tool develop after the piloting stage?

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Appendix B: Interview Schedule for UK Universities

A. Search Techniques and Usage

1. Why did your institution decide to get the tool?

2. Do you think users like using the tool?

3. Do you think users find it easy to use?

4. Search techniques of users. Have they changed? Have you conducted

surveys/analysed data about the words that are used to search?

5. Is it likely that users think critically about the searches that they

perform?

6. What do you and/or your colleagues think are the most appropriate

ways to search the tool?

7. Have you found that there is any particular group of users who make

the most use of the tool? Why do you think this is?

8. Do you think that the tool is more suited to any particular group of

users?

9. Are there still users who don't/won't use the search tool? Why do you

think this is?

10. Do academics in general promote use of the tool?

B. Federated Search Tool and Other Library Services

11. How does the tool fit in with other library services, such as the OPAC

and the web-page? Has it replaced any of the services that you offer?

12. Do you think users make better use of the OPAC and printed items

since the introduction of the tool?

C. Databases and Training

13. What kind of training do you offer to use the databases included in the

tool?

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14. Is this training new or was it offered before the introduction of the tool?

15. Has there been more demand for these sessions since the

introduction of the tool?

16. Have enquiry desk staff noticed a difference in the kind of questions

that users ask since the introduction of these tools?

17. Did users ask about online databases before the introduction of this

tool?

D. Information Literacy/Information Skills Training Offered

18. Can you tell me about the information literacy or information skills

training that takes place here?

19. Which aspects of information literacy are covered? What kind of

concepts about searching are explained to users?

20. Do you think users understand that the material they find through the

databases is likely to be of a higher quality than the material that they

would retrieve on Google?

21. How is the tool used?

22. Are information literacy skills also embedded into the curriculum?

23. Are information literacy skills assessed in anyway?

24. What do you think are the most important things that users gain from

their information skills or information literacy training?

25. What do you think is the biggest barrier to students developing

information literacy skills?

Do you have any questions you would like to ask, or is there anything not

already covered that you feel is important?

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Appendix C: E-mail Survey

Dear [Name],

I am student at the University of Sheffield, UK studying for my Masters in

Librarianship. I am currently working on my dissertation which is investigating

the implications for information literacy training in higher education with the

introduction of federated search tools, also known as metasearchers, cross-

searchers and portals. I am interested to hear about the experiences of

libraries that have purchased these tools and I believe that your institution is

currently using [Tool Name]. If you have the time to answer the following

questions your help would be much appreciated:

1. Has the information literacy training you provide changed since the

introduction of a federated search tool and if so, in what ways?

2. Do you think users' search behaviour has altered as a result of the

federated search tool and if so, in what ways?

3. Do you have any thoughts about how federated search tools will affect

the way libraries provide services and training in the future?

4. If you have any online material about your information literacy training

that you think may be useful, would you please include the relevant

web address(es).

Any information that you have supplied will be kept confidential and will not

be associated with you or your institution but may be associated with your

country and tool supplier. The dissertation will be available in the University

of Sheffield library and on the university intranet. It is possible that the

research may be made more widely available.

Please reply by Friday 30th July and do not hesitate to contact me if you have

any questions about my research.

Thank you for your help,

Ms Lucy McCaskie