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Los Angeles | London | New Delhi Singapore | Washington DC Scholarly ecosystem collaboration potentialities: a SAGE white paper update ISKO UK Biennial Conference Knowledge Organization – Pushing the Boundaries July 8, 2013 Mary M. Somerville, MLS, MA, PhD University of Colorado Denver, USA Lettie Y. Conrad, MA SAGE Publications

Isko discoverability presentation by lettie conrad and mary somerville july 2013

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Page 1: Isko    discoverability presentation by lettie conrad and mary somerville july 2013

Los Angeles | London | New DelhiSingapore | Washington DC

Scholarly ecosystem collaboration potentialities: a SAGE white paper update

ISKO UK Biennial ConferenceKnowledge Organization – Pushing the Boundaries

July 8, 2013

Mary M. Somerville, MLS, MA, PhDUniversity of Colorado Denver, USA

Lettie Y. Conrad, MASAGE Publications

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● SAGE discoverability white paper

● Boundary-crossing discovery initiatives

• Web-scale discovery in libraries

• Research workflow and the “jobs to be done”

• Search quality essentials

● Discussion

Session Outline

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Source: Somerville, M. M., Schader, B. J., and Sack, J. R. Improving Discoverability of Scholarly Content in the Twenty-First Century: Collaboration Opportunities for Librarians, Publishers, and Vendors. A White Paper commissioned by SAGE. Thousand Oaks, CA: SAGE, 2012. http://www.sagepub.com/repository/binaries/librarian/DiscoverabilityWhitePaper/

SAGE Discoverability White Paper

● Best practices for access and discovery of content in libraries

● Big problems that publishers, vendors, and libraries need to solve

● Real solutions that librarians and

publishers can implement

● Further observations for improving discoverability and visibility

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Symbiotic (but disrupted and fragmented) Scholarly Ecosystem

In the symbiotic (but fragmented and disrupted) scholarly ecosystem:● Librarians manage systems for institutional collection, dissemination, and

retrieval of scholarly corpus● Publishers produce and promote authors’ work through indexing formats findable

on the open web and in library catalogs● Publishers’ technology vendors supply e-pub platforms and strategic SEO advice● Libraries’ technology vendors connect publishers’ digital content to OPACs

through ERMs and web-scale discovery services Photo credit: Globe<http://www.flickr.com/photos/mirkogarufi/514406103/> by

_fLeMmA_

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Conversation Starters“…to improve discoverability and visibility, access and discovery, and usage and creation of the scholarly corpus:”

● Establish common standards for structured metadata, information organization, resource presentation, and usage statistics

● Explore and implement cross-platform and cross-publisher industry best practices and shared standards

● Create online product interfaces and publisher website designs that conform to (yet to be determined) standards and functionalities

● Monitor (changing) researcher behaviors and apply findings to publisher and library educational tools and system and interface redesigns

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● Open URL (link resolver) navigation technology that shows options for obtaining target content and shows ‘best’ version of scholarly content for which users have ‘rights’ through academic affiliation validated by institutional authentication (National Information Standards Organization/NISO and Knowledge Bases and Related Tools/KBART).

● Open Researcher and Contributor ID/ORCID assigns unique identifiers to associate researches and entities with research outputs, identifies version of record and most recent or authoritative version of given work through its life publication cycle (NISO has also recommended standard version terms and CrossRef has released a new feature for version validation, CrossMark).

● Scholarly Article offers structured data schema to enable improved discovery of appropriate content through consideration of a variety of unique properties, including publisher, editor, reviewer, genre, reviews, ratings, institution, location, creation date, and modification date, as well as author, title, and source – all value added signifiers of provenance and authority.

Collaboration -- technologies, standards, and practices

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WEB-SCALE DISCOVERY IN LIBRARIES

Boundary-crossing discovery initiatives

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Web-scale discovery in libraries

• “set of practices for the ways that content is represented in discovery services and for the interactions between the creators of these services and the information providers whose resources they represent”

• ODI survey: intellectual property concerns from A&I database providers

NISO Open Discovery Initiative (ODI) • standards and/or best practices for pre-indexed

library discovery services

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“…discovery services have the potential to provide ease of information discovery, access, and use, benefitting not only its member organizations, but also the global community of information seekers. However, the relative newness of these services has generated questions and concerns among information providers and librarians as to how these services meet expectations with regard to issues related to traditional search and retrieval services…this document has been developed to assist those who choose to use this new distribution channel through the provision of guidelines that will help avoid the disruption of the delicate balance of interests involved.” (released to NISO, Feb 1, 2012)

National Federation of Advanced Information Service (NFAIS) Discovery Service Code of Practice Draft

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Question for you!

Will compliance with technical and / or business practice standards for pre-

indexed library search services improve discovery?

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Knowledge Bases And Related Tools working group

● NISO / UKSG initiative “exploring data problems within the OpenURL supply chain”, launched 2008

● Phase II recommendations published 2012

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NISO IOTA projectRecommendations for Link Resolver Providers

● Context-sensitive URLs widely used

● Detect OpenURL errors via analytics

● Complement to the KBART

Page 13: Isko    discoverability presentation by lettie conrad and mary somerville july 2013

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Question for you!

Will compliance with technical standards for library e-resource fulfillment and

access improve discovery?

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Mobile discovery

● Apps for library discovery tools and databases

● “Vouchers” for off-campus reading

● COUNTER 4 includes mobile usage standards

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Question for you!

Will new mobile solutions for access to library-supplied resources

improve discovery?

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RESEARCH WORKFLOWS AND “JOBS TO BE DONE”

Boundary-crossing discovery initiatives

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Understanding the Discovery Experience

● User-centered design tactics

● Adam Schmidt, Library Journal http://lj.libraryjournal.com/author/aschmidt/

● Jobs To Be Done (JTBD)

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Question for you!

Do you / does your organization take a user-centered or jobs to be

done approach to improving discovery?

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Discovery studies in the literature

● Paths of Discovery, Asher, et al.● How users search the library from a single

search box, Lown, et al.Both found at http://crl.acrl.org/

● Blazing New Paths, Conrad and Somerville

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“Blazing New Paths: Charting Advanced Researcher Patterns”

● Purpose: graphic for social science scholar workflow

● Methods: observation, interview, data analysis

● Findings: new insights into web navigation patterns and recommendations

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Mike Bostok, “Sanky Diagrams from Excel,” accessed on February 9, 2013: http://ramblings.mcpher.com/Home/excelquirks/d3/sankey.

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New JTBD Products

● Publisher as service provider● Workflow tools leverage state-of-the-art

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SEARCH QUALITY ESSENTIALSBoundary-crossing discovery initiatives

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Structured data

● SEO – mainstream and academic

● Data standards

z

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Linked Data / Open Data

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Question for you!

Will compliance with further standards for linked open metadata

improve discovery?

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Recent Developments in Cross SectorCommunication and Collaboration

● JISC / BL: Discovery Summit 2013

● SCONUL Discovery Business Case & Landscape Workshops (Spring 2012)

● The Discovery Project

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Question for you!

Are we doing enough boundary crossing to improve discovery?

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For more information…● ACRL 2013 Conference: Conrad, L. Y., & Somerville, M. M. (2013).

Blazing new paths: Charting advanced researcher patterns. Proceedings of the Association of College & Research Libraries Conference (ACRL 2013), Indianapolis, Indiana, in press.

● Somerville, M. M., Schader, B. J., & Sack, J. R. (2012). Improving the discoverability of scholarly content in the Twenty-First Century: Collaboration opportunities for librarians, publishers, and vendors. White Paper commissioned by SAGE. Available: http://www.sagepub.com/repository/binaries/librarian/DiscoverabilityWhitePaper/

● Somerville, M. M., & Conrad, L. Y. (2013). Discoverability challenges and collaboration opportunities within the scholarly communications ecosystem: A SAGE white paper update. Collaborative Librarianship, 5(2, Spring), in press. http://www.collaborativelibrarianship.org/