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The Effects of Implementing a Next-Generation Catalog or Discovery Tool on Catalogers and Cataloging Functions in Academic Libraries. Susan Wynne Martha Hanscom Colorado Association of Libraries Conference 21 November 2009. Next Generation Catalogs Common Features.

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Susan wynne martha hanscom colorado association of libraries conference 21 november 2009

The Effects of Implementing a Next-Generation Catalog or Discovery Tool on Catalogers and Cataloging Functions in Academic Libraries

Susan Wynne

Martha Hanscom

Colorado Association of Libraries Conference

21 November 2009


Next generation catalogs common features

Next Generation Catalogs Common Features

  • Default search is single keyword search box

  • Relevancy ranking

  • Faceted browsing

  • Spell-checking and/or “did you mean?”

  • Related results suggestions

  • Enhanced visual and textual content (TOCs, summaries, cover images, etc.)

  • Customization and personalization

  • Single sign-on

  • Social networking features/user-contributed content

  • Search metadata from institutional repository or other sources of digital content simultaneously

  • Article level content searchable within catalog or linked from results screen

    Adapted from Breeding, Marshall. “Cataloging for the New Generation of Library Interfaces.” Presentation,

    Copy Cataloging Discussion Group, American Library Association Annual Conference, Anaheim, Calif.,

    June 30, 2008.


Ngc examples

NGC Examples

  • Vendor Products

  • Encore

  • Primo

  • AquaBrowser

  • Endeca

  • Open Source or Homegrown

  • Evergreen (also an ILS)

  • VuFind

  • Blacklight

  • Extensible Catalog (a flexible set of open source applications)


Encore @ uw

Encore @ UW


Aquabrowser @ oklahoma state

AquaBrowser @ Oklahoma State


Worldcat local at university of washington

WorldCat Local at University of Washington


Blacklight @ uva

Blacklight @ UVa


Reasons for this study

Reasons for this study

  • Most articles and presentations we found focused on the patron/user perspective

  • Not as much discussion of the impact on cataloging

  • Exceptions …

  • Pennell (NCSU) presentations at ALA Annual 2007 and 2008 on data issues exposed by Endeca NGC

  • Lasater (Vanderbilt) presentations at ALA Annual 2007 and 2008 on authority control issues exposed by Primo

  • Shadle & Brooking (University of Washington) various presentations and writings on WorldCat Local


Research questions

Research questions

  • What levels and kinds of input and participation do catalogers have in the selection and implementation decision-making processes?

  • What are the most common inconsistencies, errors, omissions, or other problems with existing catalog data that are exposed by NGCs? How are these problems identified and corrected? Which problems can be corrected using automated processes and which require manual cleanup?


Research questions1

Research questions

  • Have libraries made staffing changes to cataloging functions as a direct result of implementing an NGC? If so, what kind?

  • Have catalogers changed regular workflow, policies, or procedures as a direct result of implementing an NGC? If so, in what ways? If not, why not?

  • What are the unanticipated issues that have confronted catalogers during this process?


Research questions2

Research questions

  • How do catalogers assess the overall impact of implementation on cataloging functions?

  • Do catalogers have recommendations for others going through this process?

  • Does implementing an NGC affect catalogers’ views of the catalog and/or their roles in creating and maintaining the catalog?


Methodology

Methodology

Online Survey

  • Distributed via AUTOCAT, OCLC-CAT, NGC4LIB, SERIALST, OLAC-LIST, and RADCAT

  • Limited to academic libraries that had either implemented or had selected an NGC product

  • 91 respondents


Follow up interviews

Follow-up interviews

  • Survey participants could volunteer to be contacted for a follow-up by e-mail or phone

  • Expanded on survey questions in more depth

  • New questions about social networking features in NGCs, catalogers’ perspectives on the catalog, and advice for other catalogers implementing NGCs

  • 13 participants in the interview phase:

  • Phone interviews with 8 individuals

  • 5 participated by e-mail


Susan wynne martha hanscom colorado association of libraries conference 21 november 2009

Staffing Changes Compared to Implementation Time


Susan wynne martha hanscom colorado association of libraries conference 21 november 2009

Changes in Regular Workflow, Policies, Procedures Compared to Implementation Time


Most common data problems

Most Common Data Problems


Themes

Themes

  • Data maintenance and cleanup

  • Workflow and policy decisions

  • System/display/indexing

  • Economic considerations

  • Communication and administration


Data maintenance and cleanup

Data maintenance and cleanup

  • Obsolete practices or codes

  • Local practices

  • Human error

  • Errors leftover from previous system migrations

  • Errors introduced by batchloading


Workflow and policy decisions

Workflow and policy decisions

  • Local or nonstandard practices that may have worked in the ILS but don’t work for the NGC

  • Multiple format records

  • Consistency of headings maintenance


System display indexing

System/display/indexing

  • Interaction between the ILS and NGC

  • Customization options (or lack thereof)

  • Integration of different types of metadata or different vocabularies


Economic considerations

Economic considerations

  • Staffing

  • Choice of NGC product

  • Vendor

  • Home-grown

  • Open source

  • Consortial decision


Communication and administration

Communication and administration

  • Catalogers’ input into decision making

  • Administrative support for catalogers’ concerns

  • Catalogers’ interest in public service and catalog displays


Differences between worldcat local and most other ngcs

Differences between WorldCat Local and most other NGCs

  • Network level cataloging

  • Local enhancements vs. master records

  • Cataloger mindset

  • Loss of customization of interface, indexing, searching (double-edged sword)

  • Loss of local control over records, including headings maintenance

  • OCLC usability studies

  • WorldCat Local now includes selected article content


Themes1

Themes

  • Data maintenance and cleanup

  • Workflow and policy decisions

  • System/display/indexing

  • Economic considerations

  • Communication and administration


Our experience

Our experience

  • Choice of NGC was secondary to the choice of ILS

  • Long term commitment to ILS, likely shorter term commitment to the NGC

  • Simultaneous migration to new ILS and implementation of NGC in summer 2009

  • Data cleanup required for migration

  • Few NGC display problems discovered to date

  • No staffing or workflow changes directly related to NGC (many changes related to migration and budget)


Recommendations

Recommendations

  • Communication

  • Involvement in selection and implementation discussions and decisions

  • Consider local practices (Know your data)

  • Opportunity to improve the quality of the catalog

  • Preparation and planning for cleanup projects (even if impact on normal workflow and staffing is minimal)

  • Opportunity to examine and improve policies, procedures, workflows

  • Argue for use of authority data in the NGC, if not already available


Catalogers perspectives

Catalogers’ perspectives

  • Negative reactions

  • Loss of cataloger control

  • Keyword access doesn’t always work well with past and current cataloging practice

  • “Students like it, but I don’t”

  • Positive reactions

  • Confirmation of the need for high quality data

  • Opportunity to reexamine workflow and practices for greater efficiency and accuracy

  • Opportunity to increase communication with public services, programmers/vendors, administration

  • Increased cataloger interest in public views


Remaining questions

Remaining questions

  • Has anyone chosen to discontinue using a “traditional” OPAC and switch to a next-generation interface only? If so, why, and how is it working for patrons and staff? If not, which is the primary catalog?

  • Can the transition to NGC interfaces inform the changes in cataloging rules and/or data structures? (What do we really wish systems could do with our data, and what data is missing from current practices?)


Remaining questions1

Remaining questions

  • How will RDA/FRBR affect NGCs?

  • When cataloging at the network level, what local enhancements and edits are “missed” (By catalogers? By users?)

  • Does the experience of implementing an NGC differ for catalogers in other types of libraries?

  • Should catalogers have a role in social networking functions of NGCs?


Remaining questions2

Remaining questions

  • Does implementing an NGC improve communication between catalogers, public services, and systems/programming?

  • Beyond the current NGCs … when products like Summon seamlessly integrate the catalog and database content, how do these different vocabularies really play together? What about mashing up more non-MARC metadata?


Susan wynne martha hanscom colorado association of libraries conference 21 november 2009

Your thoughts and questions


Contact us

Contact us

Susan Wynne

[email protected]

Martha Hanscom

[email protected]

Our Project Website

http://nextgencatsandcatalogers.wikispaces.com/


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