III

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• IIIs ENCORE
• Old Records, New Records, New Interfaces
• Cheryl Gowing, University of Miami Libraries
• ALCTS Catalog Form Function Interest Group

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IIIs Encore

• Additional Catalog interface for displaying
  search results that begins to leverage the wealth
  of data in the bibliographic database
• Does not replace traditional opac yet
• Encore search box can be offered anywhere
• Library decides how and where to present the
  traditional opac and Encore
• Performs a keyword word against the full bib
  record

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Encore Key Features

• Faceted Browse
• RightResult Advanced relevance ranking
• Spell check/Did You Mean
• Results from enriched content, federated search
  and link resolvers
• Community tagging and integration of ratings and
  reviews coming in ver. 2.0

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SpellCheck / Did you mean
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Encore Display

• Keyword search results display in center of
  screen
• Uses RightResult relevancy ranking
• Brief information w/ links to full record
• Lists of available copies
• Links to requesting
• Links to enriched content

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Sort options
Serials matching search phrase display first
Expand/collapse holdings
Link to enriched content
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Relvancy Ranking

• Algorithm controlled by III
• 5 levels/groupings of relevancy based on where
  search term/phrase is found
• Most relevant search phrase in 245 a
• Highly relevant search phrase in 245 b
• Very relevant search phrase elsewhere in record
  6xx, 505, 4xx/8xx, etc.
• Relevant search terms in 245, but not adjacent
• Other relevant terms appear in record, but not
  adjacent
• Titles appear in reverse chronological order
  within relevancy grouping

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Search Results

• View expanded holdings without leaving screen
• View enriched content TOC, reviews, summaries,
  etc. in window that overlays search result
  screen
• Main search results remain visible underneath
  enriched content

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Faceted Results

• Facets offered based on current limiting
  options
• Typical facets include
• Field Subject, Author, Title
• Format
• Collection ie. Scopes
• Publication Date
• Language
• Location coming in version 2.0

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• Presented by frequency of occurrence
• Pulled from Mat Type Fixed Field

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Facet breadcrumbs
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Tag Clouds

• Tag clouds display in the middle right of screen
• Used to narrow results not invoke new search
• Pulls subject terms from bib record
• Size of font indicates frequency of term use
• More link opens window overlay on top of search
  results
• Version 2.0 will allow community tagging w/ login
• Library supplied tags i.e. subject terms will
  be distinguished from user supplied tags most
  likely by color

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Expanded Tag Cloud
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Featured Titles

• Upper right corner can display titles the library
  wishes to feature from a choice of several
  algorithms
• Popular Choice - based on of copies or circ
  data
• Recently Added based on cat date
• Version 2.0 adjusts algorithm to remove cover
  images, accommodate long titles, with alternate
  placement on right panel

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Encore Federated Search

• Lower right corner can display results from a
  search in ResearchPro IIIs federated search
  product
• Research Pro searches against profiled databases,
  digital collections, other catalogs, etc.
• Encore / Research Pro search will currently only
  search against the default resource grouping
  typically a General resources group
• Results display in real time as they are
  gathered, but does not interrupt the display of
  main screen results
• Version 2.0 may offer a simple link to display
  results, rather than hit count by resource

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Version 2.0 Enhancements

• Location facet
• Patron login
• Patron alerts
• Community tagging
• Internationalization
• ISBN search
• Suppress Request link for non-requestables

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Future Development

• Harvest from OAI PMH data providers
• Other Fed Search product integration
• Usage statistics
• Integrated User Help
• Community Reviews Ratings
• More facets
• Context-sensitive linking
• Alternate designs
• Encore for INN-Reach systems

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UM Implementation

• Early implementation, but not beta partner
• Library supplied logo and links, but no other
  library configuration necessary or permitted
• Server shipped in Fall 2007
• III staff configured Apache server and provided
  overview training for staff
• Didnt make link public, but conducted focus
  groups comparing catalog interfaces

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UM Implementation

• Challenge of how to present the two catalog
  interfaces to the user
• Created a test page for quiet launch in Spring
  semester while configuring federated search
  WebFeat and trying to gather more feedback from
  faculty
• Created Feedback survery to gather reactions to
  Encore, MultiSearch fed search, and other
  search options presented on a tab menu
• June 08 made tab menu live on library home page

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UM Encore Home
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Implementation Challenges

• Concern about confusion over multiple search
  options
• Discussions about integrating Main Medical
  catalogs
• Exploring WorldCat Local option
• Concurrently implementing federated search which
  included a catalog search

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Challenges

• Increased dissatisfaction w/ traditional opac
  interface - need a simplified redesign
• Not all features in OPAC available in Encore
• Bookcart / Save / Export records
• Create Saved/Preferred searches
• Redirect search to partner libraries Medical
  Law
• Continue to exend traditional catalog w/ new
  services e.g. Library Thing ?

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Challenges

• Lack of control over page/configuration
• Tag cloud confused many in focus groups
  expected to invoke new search, not refine results
  
• Confusion over LC TOC 856 links and
  TOC/Summaries/Reviews provided by Syndetics
• Decided to mask the LC 856 links, but adds
  another routine into processing

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User Feedback

• 3 focus groups
• Library student assistants as test group
• Two mixed groups of undergrads grads
• One-on-one demonstrations w/ faculty
• Feedback survey on all Encore results pages
• Limited response via survey

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User Feedback

• Generally positive but graduate students
  faculty seem somewhat less enthusiastic
• No strong branding of catalog
• Many felt we should just offer a single interface
• Mixed reaction to visual/graphic elements on page
  - too busy/distracting

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Next Steps

• Marketing plan for Fall semester
• Upgrade III software implement Encore 2.0
• Provide additional help on About page
• Conduct usability testing on traditional catalog
  and Encore to inform redesign on catalog
  presentation

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Selected Encore Libraries

• Binghamton University Ex Libris
• http//library.lib.binghamton.edu/
• Michigan State University
• http//www2.lib.msu.edu/
• Nashville Public Library
• http//www.library.nashville.org/
• Santa Clara University 2.0 dev partner
• http//encore.scu.edu/iii/encore/app
• University of Kentucky Voyager
• http//infokat.uky.edu/EncoreTab.htm
• Yale Law
• http//www.law.yale.edu/outside/html/library/index
  .html

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More Info

• Cheryl Gowing
• Director, Information Mgmt Systems
• University of Miami Libraries
• Coral Gables, FL 33124
• 305-284-6018
• cgowing_at_miami.edu