1. A GAINST I NSTINCT Choosing Discovery & Making it Work Liane Taylor, Continuing Resources Librarian Arlene Salazar, Reference/Instruction Librarian Lisa Ancelet, Head, Reference & Instructional Services Albert B. Alkek Library Texas State University – San Marcos March 18, 2013 Electronic Resources & Libraries 2013

2. A BOUT U S : T EXAS S TATE U NIVERSITY -S AN M ARCOS 5 th Largest University in Texas (…but you’ve never heard of us.) 34,000 FTE High Undergraduate (~30k FTE) 18 Master’s Programs (~3600 FTE) 11 Doctoral Programs (~400 FTE) Main Library + Music Library + Satellite Campus Library http://www.txstate.edu/about/history-traditions.html

3. T HE S EARCH FOR THE P ERFECT SEARCH TOOL THAT WILL SOLVE ALL OF OUR PROBLEMS FOREVER July 2009 - August 2011

4. T HE TEAM : T RANSFORMATION & C OMPOSITION Federated Discovery Search Search Team Team The Perfect Mix (Balance is key) Reference/Instruction + Acquisitions/Cataloging For “One-Search” + Against “One-Search” BFFs Met weekly for two years (some more than 2 yrs) http://www.flickr.com/photos/1000photosofnewyorkcity/6018490089/

5. W HEREFORE EBSCO D ISCOVERY S ERVICE ? We considered comparing EBSCO Discovery Service vs Summon, however… EBSCO Link Resolver EBSCOHost-centric (75% of databases) Clear Gateway to Subject-Specific Databases December 2009: EBSCO Discovery Service Beta Test Site

6. EDS VS EBSCO P OWER S EARCH : W OULD S TUDENTS E VEN N OTICE THE D IFFERENCE ? PowerSearch combines most of our databases Transferred most db to EBSCO, except for several where native interfaces were clearly stronger (i.e., EngVillage) …but PowerSearch does not include Catalog, IR, other vendors PowerSearch is FREE, EDS is NOT. What does EDS give us that we don’t already have? NOTE: Image not to scale

7. W HAT DOES SUCCESS LOOK LIKE ? (O RIGINAL G OALS VS V ALUE T EST ) Provide enhancements to the library’s catalog such as facets and tags (discovery tools) Provide the option for patrons to search multiple resources simultaneously (federated search) Improve patron awareness of the many and varied electronic resources to which the library provides access Provide customized search options for various disciplines or academic departments Original GoalsEDS Value Test ? EDS is valuable if a searcher can consistently type an unsophisticated, non-boolean search query, and as a default, with no sophisticated strategy, retrieve non-EBSCO results, including books from the Catalog (if not an article-only search), within the top 50 results.

8. T HE L ONG AND W INDING R OAD Customizing, Testing, Tweaking Search Mode Parameters Facets Relevancy Ranking Tweaks Waiting, waiting (Dec 2009-April 2011) Listservs + Webinar

12. THE WINNER: OPTION 1 (EDS) 137 Respondents 37 faculty members (27%) 26 preferred Option 1 (EDS) 67 students (undergrad + grad) (48.9%) 46 preferred EDS PROBLEM: Most were relying on number of hits or differences in the interface of one over the other. Why Option 1? After taking out interface differences that could be fixed, results that include books from the catalog and journals articles. Given the feedback comments, it was clear that either of the options were better than the existing search option.

13. F OCUS G ROUPS 13 Participants (mix of undergrad, grad, fac) Led group through 5 searches total, comparing: EDS to PowerSearch EDS to Catalog Post-Search Feedback Questions, examples: Hard was this to do? If “Hard” or “Very Hard” – Why? Were the results same -> very different? Which do you prefer?

14. A S C LEAR AS … For most of the questions, all interfaces were rated “About the Same” in terms of preference & performance BUT! “Overall, which option did you prefer when searching for articles?” 5=The Same 5=EDS 2=Neither 1=PowerSearch* (*likely mistake!)

15. R EADING (P ROJECTING ?) THE F INE P RINT “I was impressed with option 1 and its one stop for everything”; “Option 1 is more connected with the library catalog which helps especially if you want one place to find everything.” “I like being able to immediately see the cover of whatever book im looking at. Both had equally relevant articles, but I prefer books to PDF's”; “When looking for books, option 1 was better because it had the book plus reviews on the book when it came up”.

16. W HERE DO WE PUT IT ? Development of new homepage search widget If your site has a tabbed search widget, we looked at it.

17. W HAT DO WE CALL IT ?

18. “F INAL ” SEARCH BOX

19. I T AIN ’ T OVER ‘ TIL … WELL, EVER. Implementation & Promotion Advisory Group Continued Customization

21. I MPLEMENTATION | I NSTRUCTION http://libguides.txstate.edu/startyourresearchatalkek

22. A DVISORY GROUP Members for an advisory group were brought together to continue to shape EDS.

23. A GAINST INSTINCT, MAKING IT WORK Our guts tell us two things: IT MUST BE PERFECT. IT MUST BE COMPLETE. Your discovery tool is neither. Manage Expectations! It’s a STARTING POINT, not an END-ALL, BE-ALL, SEARCH TOOL FOREVERYONE It can’t have everything in it! Many databases aren’t well-suited to be included!