1. Searching life, the universe and everything
Searching life, the universe and everything? The implementation of Summon at the University of Huddersfield
Graham Stone
E-resources Manager
#summon4hn

2. E-resources @ Huddersfield
“Why is Google so easy and the library so hard?” [Duddy, 2009]
“Why do we want to teach our users to be librarians?” [Pattern, 2009]

3. Vision A first class search engine The ‘one-stop-shop’
capable of returning relevant, accurate results and provide a Google-like experience for users
The ‘one-stop-shop’
a single interface was required for users to be able to access ALL library resources via a single search
Improved value for money
for purchase and ongoing maintenance costs
while significantly reducing administration costs for library staff
Improved system management
to provide ‘back-end’ system management by being interoperable and running on open standards

4. Procurement

5. Key dates Project plan Contract signed Aug 2009 Implementation starts
Sep 2009
Summon instance delivered
Oct 2009
New journals A-Z list goes live
Feb 2010
360 Link replaced SFX
E-resources wiki to go live
Mar 2010
Launch at Research Festival
(beta alongside MetaLib)
Summon replaced MetaLib
Aug 2010
Launched to new Students
Sep/Oct 2010

6. Implementation Conference call with United States staff
MARC21 mapping spreadsheet returned
Default settings
360 training
6 week installation
Branding etc.

7. MARC21 Separated all print and e-journal MARC records
Previously merged e-book/monograph records were split
Initial upload did not include:
E-books, e-journals, fast adds, temporary ILL records, records that were on order or unavailable
Issues with deletions

8. Rogue cataloguing! Summon highlights bad cataloguing! Music scores
DVDs
Copy cataloguing

9. Data population 360 Core used to populate subscribed resources
Original plan to use SFX with Summon until July 2010
Move to 360 Link in the summer
Minimal disruption
Moving subscription agents at same time!
January 2010 Summon Implementation Group chose to move to 360 Link immediately

10. Other resources University Repository
Streaming video of off-air recordings

11. Lessons learned

14. Results for journal search in Summon

15. Electronic Resources Wiki

16. Database search in Summon

17. Database search in Summon

18. Beta launch Launched in March 2010 Start of the Marketing Strategy

19. Simplifying resource discovery and access in academic libraries
JISC Call: Enhancing library management systems – Theme A – Use of new resource discovery interfaces
6 month project from April to October 2010
Joint case study of the implementation, evaluation and launch of Summon at Huddersfield and Northumbria
Project blog:
Twitter hashtags: #summon4hn #jisclms

20. Marketing strategy Work Package Objective Interface
To promote Summon front page and make necessary interface changes
Publicity
To disseminate promotional material throughout the University
Evaluation and Feedback
Ensure Summon is fit for purpose by launch
CLS Staff training
To ensure full training across service
User training
To ensure relevant stakeholders are offered training

21. Publicity

22. User evaluation Online questionnaire Focus groups

23. Questionnaire results (1)
% distribution of survey replies
% distribution of school responses

24. Questionnaire results (2)
How easy are the screens to understand?
Was the layout of the results clear?

25. Questionnaire results (3)
Were the results relevant to your research topic?
Did you find what you were looking for?

26. Focus groups Planned in liaison with Northumbria University
Lunchtime sessions:
Introduction
Hands on session with observation
Group discussion and lunch!
Using open sessions from questionnaire and Dartmouth College
More focus groups planned

27. Final results of evaluation and feedback
Results to be published in an open access journal in early 2011

28. Training Library staff ‘Ask a Librarian’ desk awareness session
In-depth training of all staff during June/July
Refreshers sessions in September
Internal Summon blog

29. User Training
Marketing Summon as the new discovery tool for the coming academic year
Get ahead for next year by previewing Summon
Summon is as easy to use as Google Scholar, but better in that full text can be linked to straightaway
Summon is topic based rather than resource based
3 steps; search, review results, view abstract/full text
Keywords are crucial
A-Z lists are still available
Feedback is important

30. Information strategy
The very nature of the way users search will be turned on its head
from searching databases that include ALL content and then hoping that the abstracts chosen will hold the full text, to searching the full text subscribed material first and then widening the search if necessary
Will take time to move users from choosing a database to search to using Summon as a one-stop-shop

31. Product development Statistics Personalisation Saving items
We need COUNTER statistics
Personalisation
Results would depend on user, e.g. 1st year psychology student
Google is both fast and allows personalisation
Saving items
the ability to save searches and results within Summon is highly desirable for users, simply because they are used to this with others electronic resources

32. Availability of new resources within Summon
JISC Academic Database Assessment Tool (ADAT)

33. Updates of existing material

34. Looking forward
We regularly check out the competition to make sure we have the best product!
Another E-resources review in 2012?

35. Acknowledgements
Dave Pattern (responsible for all in-house customisation), Lisa Balman, Steve Carr, Deborah Goodall, Eileen Hiller (chair), Jane Kaye, Alison Sharman and Andrew Walsh, also Alan Radley, Chair of the original working group.

36. Thank you Graham Stone LIBER Quarterly paper This presentation
LIBER Quarterly paper
This presentation