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Discovery optimization project in Evidence-Based models
UKSG17 Conference
Romain Chesa@[email protected]
Global Sales ManagereBooks & Online ReferenceThis document will be circulated by the conference organizers.
During this presentation....
• Follow us on twitter @VerlagPeterLang to get the latest information on EBA optimization.
• Tweet your comments to this presentation.
• Share on @UKSG and see what others experienced.
Our history
The Peter Lang Publishing Group consists of companies based in various countries and markets its books worldwide.
Peter Lang, who founded the group, came from a family of renowned Swiss booksellers and publishers. He learned the technical side of publishing in his father’s firm before founding his own company.
In 1970, he created Peter Lang GmbH in Frankfurt am Main, which has now expanded to have representation in many German cities. Peter Lang AG in Bern
became the head office in 1977 and is still the central point for many of the group’s activities, such as marketing, sales and distribution.
Peter Lang Publishing, Inc. in New York was created in 1982, Peter Lang AG (now
Peter Lang Ltd) was founded in Oxford in 1996, and P.I.E. – Peter Lang was
opened in Brussels in 1999.
Today the five offices are actively supported by locations in Vienna (1993), Dublin (2006), Warsaw (2012) and Istanbul (2015).
The beginning of the digital journey
• Until 2014: The company was run by the Peter Lang’s Children’s Trust (charity based in Gloucester).
• March 2015: Management team buys out the company to further invest more heavily in the digital shift.
• October 2016: Romain Chesa joins from Taylor & Francis to accelerate the shift to the adoption of new eBooks business models
• 2017: Beginning of our test programs with EBA, open on a first come first served basis. Following the success of the program at the ALIA conference in Australia, it has been re-offered to UKSG attendees/UK Digital Librarians.
A few facts & figures...
• 60,000 textbooks and monographs
• 8,600 front list titles already digitized and counting..
• 1,600 new books a year
• DRM-free platform
• Wide-ranging 30 Social sciences, Humanities and Arts subjects
Education, Media & Communication, Linguistics, Business
Management and Economics, Politics, History, Literature,
Sociology and more.
Library eBooks access checklist
• All titles are DRM-free (unlimited concurrent access model)
• IP-based access
• Shibboleth, Athens authentication to increase usage
• COUNTER4-compliant usage statistics
• Cross Ref (DOI created at book level for citation linking) to make content easy to find, link, cite
• Free and straightforward access to MARC records
• Tailored personalization of eContent with institutional details so students can recognize the University branding
• Multiple Library administrative users to ease library workflows
Our eBooks Business Models
• Outright Purchase
• Subscriptions
• Collections+miniCollections
• Pick & Mix
• Evidence-Based
Easy-to-use platform that ticks all the boxes
Search within the book..
...or by chapter
The Evidence-Based workflow
Access unlocked to up to 5X the allocated budgetUsage monitored monthly informs end of
year selection
Metadata imported to Knowledge Base for discovery
The benefits of the EBA program
• You can make your pool of titles as wide or as profiled as you wish.
• You keep full control over the selection and acquisition process at the end of the program.
• You decide the budget you would like to allocate.
• The end result is a usage-backed acquisition where you already have the ROI when adding this content to your collection development strategy.
Last but not least..: discovery optimization
Evidence-Based + eBooks discovery optimization is an attractive model
BUT
Evidence-Based without eBooks discovery optimization is not as performant as it should be.
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TITLE METADATA
The Metadata that Summon & Primo Use
IDENTIFIER METADATA
PUBLICATION INFORMATION METADATA
ADDITIONAL METADATA
Article Titles
Book Titles
Chapter Titles
Publication Titles
Subtitles
Unique IDs for Specific Articles, Chapters, etc.
Publication-level Unique Identifiers (e.g., ISSN, ISBN-10/13)
Additional Identifiers (OCLC Number, LCCN, DOI, etc.)
Publisher
Author(s)
Corporate Author(s)
Volume Numbers
Issue Numbers
Start Pages
Publication Date(s)
Publication Series or Imprints
Publication Place
Subject Headings
Keywords
Language
Classification
Abstracts
Open Access Flags
Full-Text Available Flags
ORCID
METADATA SCHEMA & STRUCTURE
MARC21
MODS
Dublin Core
NLM / JATS
ONIX
Well-structured, and labeled, homegrown schemas
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Linking and Fulfillment
Direct Linking (IEDL)
OpenURL Linking
• Discovery service does not display full text
• Users link from the citation in Summon/Primo to the full text on the native database platform
(or they link to the record in the library’s native OPAC for local content)
2 Linking Methods
Discovery service constructs direct link rules to the publisher/provider platforms based on the metadata supplied
Tends to be more stable and successful when getting users to the content that they are looking for
Discovery service sends metadata to a link resolver
The link resolver will then attempt to create a URL that resolves to the target platform, based on what e-resources a library is subscribed to
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Relationship of the Knowledgebase to Discovery
• Libraries manage their holdings in our knowledgebase(s)
• Initial Discovery search results are scoped to the library’s collection as configured in the KB
• Users have an option to search content beyond the library’s collection
• A&I resource metadata is always restricted to libraries that have subscriptions
The 360 Link and SFX knowledgebases (or KB) contain “authoritative lists” of collections and titles. These are visible to all customers. Customers navigate these title lists to activate what they subscribe to for linking, AtoZ portals, etc.
The knowledgebase(s) should not be confused with the Summon or Primo Index, which is separate and where we index the more granular-level content for discovery. It is possible to have collections or titles in the knowledgebase that are not in the discovery index.
Rights Management
Data work to increase indexing discoverability in Primo/EDS/Summons
• Simplify our titles.
• Format type, edition, volume number, and series name have their own fields.
• List multiple contributor name separately.
• Foreign contributor names need to be handled with care.
• Corporate contributors have their own field, not with last name.
• Increase the number of title identifiers (OCLC, DOI, Open URL, etc.) to multiply the number of routes to our content
EBA-specific discovery solutions in the Knowledge Base
The Knowledge Base sets up ‘Peter Lang Collections’ based on the Library’s EBA pool by subject that will drive more click traffic by subject and between subjects.
+ Don’t forget…:
• The Library loads the MARC records in their catalogue.
• The Library sends Summons/Primo/EDS their list of EBA ISBNs for discovery search.
Try it!
Send us your:
1. Discovery service name (Summons, Primo, EDS)
2. Let us know your library catalogue software name
3. Select your EBA subjects
4. The Knowledge Base will set up your EBA subjects for easy routes.
5. The discovery service will integrate the records
6. Enjoy your 12 months EBA with the knowledge it will optimize usage!
Join the EBA panel next year at UKSG
• Get in touch if you are keen to share your EBA experience next year at UKSG18!
• We are putting together a cross-publisher, cross-discovery service, cross-university panel to share results on Evidence-Based optimization.
Share on @UKSG
Follow us on twitter @VerlagPeterLang to get the latest information on EBA optimization.
Tweet your comments to this presentation.
Share on @UKSG and see what others experienced.
