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Generating Recommendations in OPACs Initial Results and Open Areas for Exploration

Generating Recommendations in OPACs Initial Results and Open Areas for Exploration Colleen Whitney California Digital Library and UC Berkeley School of Information. Melvyl Recommender Project. Exploratory project, probing several ideas:

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Generating Recommendations in OPACs Initial Results and Open Areas for Exploration

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  1. Generating Recommendations in OPACs Initial Results and Open Areas for Exploration Colleen Whitney California Digital Library and UC Berkeley School of Information Recommendations in OPACS, 1

  2. Recommendations in OPACS, 2 Melvyl Recommender Project Exploratory project, probing several ideas: • Text-based discovery system: eXtensible Text Framework (XTF) • Enhanced relevance ranking • Spelling correction • User interface strategies • Recommending

  3. Recommendations in OPACS, 3 The Testbed • Bibliographic records • ~4.2 million UCLA records • MARC export from Melvyl • Circulation data • ~9 million UCLA circulation transactions • September 1999 – May 2005 • Data from two systems: Taos, Voyager

  4. Recommendations in OPACS, 4 The Basic Idea • “Patrons who checked this out, also checked out....” • != Collaborative Filtering

  5. Recommendations in OPACS, 5 Finding Relationships Related Items Patrons

  6. Recommendations in OPACS, 6 Patrons Creating Sets

  7. Recommendations in OPACS, 7 Patrons Creating Sets Related Items

  8. Recommendations in OPACS, 8 Patrons Creating Sets Related Items

  9. Recommendations in OPACS, 9 Patrons Creating Sets Related Items

  10. Recommendations in OPACS, 10 Patrons Creating Sets Related Items

  11. Recommendations in OPACS, 11 Creating Sets Sort 4 3 2 1

  12. Recommendations in OPACS, 12 Creating Sets

  13. Recommendations in OPACS, 13 Creating Sets Sub-sort: overall circulation ?

  14. Recommendations in OPACS, 14 Examples (v. 1) Title: Celebrating a collection: the work of Dorothea Lange Author (Format, Date): Heyman, Therese Thau. (Book, 1978) Language: English Subjects: Lange, Dorothea | Photography, Artistic -- Exhibitions | Photographers -- United States – Biography 1. The critical vision: a history of social and political art in the U.S 2. The great transformation 3. The face on the cutting room floor: the story of movie and television censor 4. The art of social conscience 5. Iron cages: race and culture in 19th-century America

  15. Recommendations in OPACS, 15 Examples (v. 1) Title: As you like it Author (Format, Date): Smallwood, R. L. (Robert Leo) (Book, 2003) Language: English Subjects: Shakespeare, William, -- 1564-1616. -- As you like it | Shakespeare, William, -- 1564-1616 -- Dramatic production | Shakespeare, William, -- 1564-1616 -- Stage history -- 1950- 1. Calculus 2. Sexual perversity in Chicago;Sexual perversity in Chicago and The duck variations: two plays 3. Plays;Beth Henley: collected plays 4. Don Quixote. English;The ingenious hidalgo Don Quixote de la Mancha 5. A decade of new comedy: plays from the Humana Festival

  16. Recommendations in OPACS, 16 Patrons A Filtering Related Items (category A only) A

  17. Recommendations in OPACS, 17 Examples (v. 2) Title: Celebrating a collection: the work of Dorothea Lange Author (Format, Date): Heyman, Therese Thau. (Book, 1978) Language: English Subjects: Lange, Dorothea | Photography, Artistic -- Exhibitions | Photographers -- United States – Biography 1. Photojournalism 2. Dorothea Lange: a photographer's life 3. In this proud land: America 1935-1943 as seen in the FSA photographs 4. Truth needs no ally: inside photojournalism 5. The Royal Society of Arts, 1754-1954

  18. Recommendations in OPACS, 18 Examples (v. 2) Title: As you like it Author (Format, Date): Smallwood, R. L. (Robert Leo) (Book, 2003) Language: English Subjects: Shakespeare, William, -- 1564-1616. -- As you like it | Shakespeare, William, -- 1564-1616 -- Dramatic production | Shakespeare, William, -- 1564-1616 -- Stage history -- 1950- 1. Sexual perversity in Chicago;Sexual perversity in Chicago and The duck variations: two plays 2. Plays;Beth Henley: collected plays 3. Don Quixote. English;The ingenious hidalgo Don Quixote de la Mancha 4. A decade of new comedy: plays from the Humana Festival 5. Barefoot in the park: a new comedy

  19. Recommendations in OPACS, 19 User Assessment • April 2006 • Are the recommendations generated using circulation data appropriate for an academic audience? • Stay tuned for results!

  20. Recommendations in OPACS, 20 The Underbelly • User queries XTF • AJAX request to Perl/mySQL • Perl returns XML response • Display updated in browser if recommendations are present

  21. Recommendations in OPACS, 21 What works? • Overall quality of recommendations seems good, especially in the humanities (but subject to user testing). • Severely off-topic recommendations are limited by the content filter. • AJAX allows for smooth presentation.

  22. Recommendations in OPACS, 22 What doesn't work? • Serendipity is limited by content filter. • The content filter is crude, eliminating some good recommendations. • Quality and quantity of recommendations are lower in science and technology. • Missing/bad call number class data eliminates recommendations for some items.

  23. Recommendations in OPACS, 23 Ideas for Further Development • Refine this algorithm: • Improve content filter (underway) • Experiment with “Binning” (underway) • Backfill missing data

  24. Recommendations in OPACS, 24 Ideas for Further Development • Experiment with other methods: • “More like this...” similarity-based recommendations (underway) • Same author • Same subject heading(s) • Connections identified using other external data sources....citations, reading lists...

  25. Recommendations in OPACS, 25 Many thanks to... • Mellon Foundation (funding) • RLG (holdings data for ranking experiments) • OCLC (holdings data for ranking experiments) • UCLA Library (circulation data) • UC Berkeley Library (circulation data) • CDL Team and Contributors(Including Peter Brantley, Lynne Cameron, Rebecca Doherty, Randy Lai, Jane Lee, Martin Haye, Erik Hetzner, Kirk Hastings, Patricia Martin, Felicia Poe, Lisa Schiff, Roy Tennant, Brian Tingle, Steve Toub...and many more.)

  26. Recommendations in OPACS, 26 Links: Project Home: http://www.cdlib.org/inside/projects/melvyl_recommender/ Prototype: http://recommend-dev.cdlib.org/melrec/

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