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Summon. Holy Grail or leaky cup?. The Holy Grail. Improve the research experience Simplicity (or, hidden complexity) Complete integration of print and electronic Easy to learn ( + instruct!) Easy access to article-level resources Easy to authenticate

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summon

Summon

Holy Grail or leaky cup?

the holy grail
The Holy Grail
  • Improve the research experience
    • Simplicity (or, hidden complexity)
      • Complete integration of print and electronic
      • Easy to learn ( + instruct!)
      • Easy access to article-level resources
      • Easy to authenticate
    • Remove barriers between libraries & users
  • Compete more effectively with Google
    • Promote the use of quality-assured information
      • “Returning the researcher to the library” (Library Journal webcasts)
    • Meet expectations / stay relevant
  • Return on investment
an unholy mess
An unholy mess?
  • Library Catalogue
  • Federated search
  • Vertical search
  • A&I, FT
summon what is it
Summon – what is it?
  • Web-scale discovery (unified discovery)
    • Google-like (speed, convenience, practices & presentation)
    • Sounds like WorldCat but…
    • Looks like vertical search but…
    • Single search box access to full breadth of collection
    • Centralised index of pre-harvested content
    • Built with entirely new technology
    • Based on extensive end-user studies
    • Developed with libraries and content providers
    • Promises to be a great leap forward
      • Simple idea
      • Google model
      • What took so long?
summon who s involved
Summon – who’s involved?
  • Serials Solutions
    • Head start (content & functionality):
      • Discovery & management services
        • KnowledgeWorks, 360, Ulrich’s, RefWorks, COS, AquaBrowser, WebFeat
      • ProQuest
        • CSA, UMI, Chadwyck-Healey, Dialog, SIRS, eLibrary
    • Experience hosting systems
    • Relationships with content providers
  • Development team & process
      • Team – Microsoft, IEEE, VuFind, Google, MediaLab
      • Agile development
        • Speed & quality
          • began development Autumn 2008 - launched worldwide beta testing in January
          • Liverpool: baby steps to beta in 8 weeks > open beta within 8 weeks > live service?
        • Responsiveness to feedback
        • Weekly updates
summon how does it work10
Summon – how does it work?
  • The Unified Search Index
    • Pre-indexes everything
      • local data taken into Summon index
      • methods: FTP, OAI, USB, etc.
      • formats: XML (EAD), HTML, PDF, delimited ASCII, MARC, etc.
      • importance of good data
    • Data normalised to Summon schema
    • Relevance ranking of books and articles together
  • Search architecture
    • Apache Solr
      • Powerful extension of Lucene
      • Advanced full-text search capabilities
      • Optimised for high volume web traffic
      • Standards based open interfaces
      • Scalability – other search servers
      • Flexible and adaptable
      • Extensible plugin architecture
      • Support for dynamic faceted browsing and filtering
summon how does it work11
Summon – how does it work?
  • Ingesting local content
    • e-Resources entitlements
      • Client centre / SFX holdings export
    • Bibliographic data
      • FTP > MARCXML > mapped to Summon schema
      • local Summon server - daily update feed
      • check item status – API
    • Archival data – M2M services (SRU, Z39.50, OAI-PMH)
    • Institutional Repository – OAI-PMH
  • Interface – Ajax, css
  • Authentication – in front / behind?
    • barrier to searching…90% drop-off in use
    • …but Terms & Conditions
      • A&I providers
      • Summon
summon how does it work12
Summon – how does it work?
  • “The mega-index of content”
    • half a billion records
    • 6,000+ publishers
    • 50,000 + journal titles
        • http://www.serialssolutions.com/assets/publications/Summon-represented-titles.pdf
    • scores of scholarly publishers and university presses
      • launched in January with ProQuest, Gale, Springer, Taylor & Francis and SAGE
      • LexisNexis, Publishing Technology (IngentaConnect), ThomsonReuters (Web of Science), ABC-CLIO, IEEE, Emerald, Scitation, The Royal Society
    • ...and growing by the week
      • MLA International Bibliography, Ingram Digital (MyiLibrary), PsycArticles and PsycCritiques, M.E. Sharpe, Knovel, IBIS, RMIT, Hart, Allen & Unwin
    • Create a movement of publishers and aggregators
      • Critical mass
      • Discovery or obscurity?
quick simple14
Quick & simple

0 – 4.3 million in 2 seconds!

results display books
Results display - books

Item status check - incl.

multiple copies

refining results
Refining results
  • Full-text filter
  • Scholarship filter
  • “Mega-index”
refining results21
Refining results

Extent of collections at a glance

other features
Other features
  • Times cited
    • Other significant resources
    • Web of Science – others?
    • usage-based recommendations / bX Recommender?
  • “Did you mean?” suggestions
    • British vs. American spelling differences
  • Mobile app (for iPhone, Blackberry, Android, Palm or Windows Mobile)
    • Auto download
    • Full-text
  • Open API
    • pre-selected search targets in departmental web pages
    • course management software modules
in summation
In summation
  • Feedback
    • Usage stats?
    • Summon & informal mechanisms
    • University – unanimous approval
    • Library staff – curbing enthusiasm
  • Performance
    • Speed & simplicity - vast improvement
    • Consistent results, clearly displayed
    • Relevant results
      • Book rankings / newspaper noise
      • Simple, obvious starting point
      • Still value native interfaces...for how long?
        • Content, tailored indexes
        • Summon has the superior search engine – more thorough?
      • De-duplication
    • Powerful results management
in summation30
In summation
  • Coverage
    • Breadth and depth but...
      • Effectively represent academic libraries in UK?
        • US site:
          • 99% of top 100 downloaded titles
          • 100% of top 50 JSTOR titles
          • 100% of their top 50 titles from OCLC databases
      • Law, Science Direct (Ingenta metadata?), EBSCO
      • Much more useful than federated search
    • Content is critical
      • ...or what happens about unharvestable content
      • Will federated search ever go away?
    • Coverage
      • Greater transparency of what’s being searched
      • how do I know what’s there, from where?
in summation31
In summation
  • Access to full-text
    • Summon / SFX interoperability
      • Cannot use date to resolve (but ArticleLinker does)
        • Newspaper articles
      • SFX cannot link into CSA
        • STM workaround - Scopus and Pubmed
        • Arts and Social Sciences?
      • Two-character first names (eg. Chinese name Li)
        • SFX inserts full stops > searches for L.I. > search fails!
    • Dead ends - dissertations and patents
      • Neither SFX nor ArticleLinker seems to work – where next?
  • Access to native interfaces
    • Subject access still required?
    • Summon ‘Recommender’?
      • which resources the most / best results come from
      • link to native interfaces
in summation32
In summation
  • Alternatives - none available but...
    • EBSCO Discovery Service (by end of 2009?)
      • Unified + federated search
      • Scaled-up version of their existing search engine
      • Demo? / facets?
      • “7 times as many 3rd party content partners as any other discovery service”
      • subscription agent - established relationships with publishers
      • aggregated full-text database products are larger than ProQuest’s
      • less embargoed content
    • Ex Libris – Primo Central
      • Unified + federated search
      • Content providers?
    • Deep Web Technologies (fed & unified)
    • Battle for supremacy