1. SWAN November Committee of the Whole Meeting Presented by Aaron Skog, SWAN Executive Director November 11, 2015

2. Relevancy Issues with Returned Search Results Search Training for Public Services Library Staff Reorganize Catalog Items for Better Facets & Format Icons Listening Tour Patron Usability Study Membership Questionnaire/Feedback Survey

3.  Search Result Relevancy  We have identified examples of the search problems  We have attacked the problems within our Enterprise test environment  We are not alone

4.  Enterprise Test Instance  MARC maps revised  Label changes completed based on survey feedback  Upgraded from Enterprise 4.3 to version 4.5  Web Services upgraded to version “2015.10”  Connected to clone of Symphony production made on October 22  Enterprise Production/Live System  Web Services upgrade coming soon  Upgrade to 4.5 scheduled for Wed Nov. 18 overnight

5.  Search results are not sorted intuitively  Editions with a 245 |b are ranked lower than editions without a 245 |b. Results that seem less relevant (Pretty Gone Girl, Good Girl Gone Bad) appear before some Gone Girl editions  This is consistent with other popular titles in a variety of formats including the following:  by Lee Child  by Erik Larsen  by Lev Grossman

6.  Focus of our work  Book titles with the most copies available should not be buried within a search  Goal is to expose these on first page of results  Multiple formats of a title should have some logical grouping

7. CURRENT PROBLEMATIC SEARCHES  Dead wake  Book was appearing around #14 on page 2 of a search result list  Wild: From lost to found on the Pacific Crest Trail  Patron searches for wild  Example of a “245 subfield a” problematic search CHANGES IN TEST ENTERPRISE  MARC mapping adjustments  Enterprise 4.5 relevancy score using publication date  How did it improve? (let’s review)

8. CURRENT ENTERPRISE 4.3 OPS PROFILE WITH E-BOOKS TEST ENTERPRISE 4.5 OPS PROFILE WITH E-BOOKS

9. CURRENT ENTERPRISE 4.3 OPS PROFILE WITH E-BOOKS TEST ENTERPRISE 4.5 OPS PROFILE WITH E-BOOKS

10. CURRENT ENTERPRISE 4.3 OPS PROFILE WITH E-BOOKS TEST ENTERPRISE 4.5 OPS PROFILE WITH E-BOOKS

11. CURRENT ENTERPRISE 4.3TEST ENTERPRISE 4.5 Page 3 Page 2 Title with most copies is on page 3

12. CURRENT ENTERPRISE 4.3 Relevancy problem: why are these other titles appearing at #3 & #4 position? TEST ENTERPRISE 4.5 With MARC mapping adjustment, we now have better grouping Book with most copies is on page 2 Book with most copies is now on page 1

13. CURRENT ENTERPRISE 4.3TEST ENTERPRISE 4.5

14. CURRENT ENTERPRISE 4.3TEST ENTERPRISE 4.5 Page 1 #6! Page 2 #23 

15. CURRENT ENTERPRISETEST ENTERPRISE #17 on page 2 #2 on page 1

16. CURRENT ENTERPRISE 4.3TEST ENTERPRISE 4.5 The book title Wild never appears within 400 returned results  In 4.5 the book title with 90 copies is returned (page 2)

17. CURRENT ENTERPRISE 4.3TEST ENTERPRISE 4.5 Again, the book title Wild never appears within 400 returned results  On page 1 Paperback is returned on page 1 along with large type, with results 13, 14, and 15 also are print editions of Wild: from lost to found on the Pacific Crest Trail

18. CURRENT ENTERPRISE 4.3TEST ENTERPRISE 4.5 Title with most copies is on page 2 Again, the book title Wild never appears within 400 returned results 

19. CURRENT ENTERPRISE 4.3TEST ENTERPRISE 4.5 Page 1 Unexpected results, sorted with less ideal grouping Page 3

20. CURRENT ENTERPRISETEST ENTERPRISE 4.5 The more recent movie titles Age of Ultron are sorted several pages back in results. Page 1 Results

21.  Designed by DUX  *Not* a lecture style class  Request to bring problematic searches  Hands-on, computer lab  Open to anyone  To date: 3 computer lab sessions  Eisenhower Public Library  Oak Lawn Public Library  Tinley Public Library

22. CURRENT: 2 FACETS – FORMAT & ITEM TYPE PLANNED: SINGLE FORMAT FACET (OTHER TWO WILL BE REMOVED)

23. 8 million items 119 Item Types 22 Formats New Format Facet 8 million items are now in 119 Symphony Item Types Item Types now are more “format” focused Each Item Type will be mapped to 1 of 22 Formats Every Symphony Item will use Item Category “1” for Format This requires modifying potentially 8 million items. SWAN has requested assistance from SirsiDynix on this massive data change This will not be completed by Dec Quarterly

24.  Meetings with library managers & public services staff  Eisenhower  Midlothian  Tinley Park  Elmwood Park  River Forest  Palos Heights (upcoming)  Westmont (upcoming)

25.  Proposals requested from 3 companies  Discussion with SirsiDynix on cooperation  SWAN Board will evaluate proposals and approve at November 2oth meeting  Study to be conducted after majority of Enterprise updates are completed  Deliverables could include video, wireframes, stylesheet, and Solr configuration recommendations

26. We have sent out 3 surveys to gather opinions on some Enterprise changes  Search targets  Search fields  Facet names  Facet formats The Results are in!

27. CURRENTREVISED IN TEST

28. CURRENTREVISED IN TEST

29. What follows are each question & the result Presentation will be sent out after the Tuesday, November 10 Committee of the Whole meeting

31.  The first dropdown box in the Enterprise search bar is the Search Target Box. This defines which collection is being searched or if any search limits are applied. We can relabel these options for the consortium to help make them clearer. They are currently labeled:  Everything - searches all SWAN libraries as well as the profile library's eResource Central collections (if applicable)  Library Search* - searches all SWAN libraries, without eResource Central  Digital Catalog* - Only searches the profile library's eResource Central collections  *These options will not appear if the profile library does not have an eResource Central collection*

36.  Summary  Add “Exact Title” and change “Title to Title Keyword” [Note: Exact title can’t work at this time. Maybe some additional development or consulting from SirsiDynix can make it happen, but it won’t be implemented by December quarterly.]  Continue searching enhanced contents  No change to Author, Series Title  Keep "Subject" and "Keyword in Subject Headings“  Expand to include other standard numbers

38. Proposed Formats Book Audiobook Large Print Magazines and Journals Newspapers DVD Blu-Ray Other Video CD Playaway Other Audio Computer Software Video Game eReader Equipment Kit Toys and Games Special Collection Art Government Document Sheet Music Miscellaneous

40. Based on customer feedback, SirsiDynix has added a new facet for eResource Central materials. This facet allows users to narrow their search according to vendor. With this new facet, there are three facets available for use with eResource Central: Vendor: Includes options like OverDrive, Baker and Taylor, 3M, and Recorded Books. Electronic Format: Includes options like epub, Kindle, html, etc. eReader: Includes options like Kindle, Kobo, Nook, etc. We can display all three facets, or just one or two.

45. Web Services upgrade to version “2015.10”Upgrade from Enterprise version 4.3 to 4.5Search target menus changedSearch field menu changedMARC maps implementedNew eResource Central Facets Renamed

46. Where are we?  the Neutral Zone  Very fluid period  Answers will not be apparent  Transition process  Did not end with Go- Live in April ‘15  Replacing old habits with new ones  Period to Review policies & procedures  Adjust staff response time & commitments William Bridges: 3 Phases of Transition

47. July 2001 Database Cleanup & MARC overlay begins May 1998 SWAN Selects Innovative Interfaces, Inc begins planning to migration planning. September 1989, migration to GEAC August 1989, MARC Conversion Project: Campaign to delete “no item” title records. July 1983, “Old sketchy data entry is recognized as problematic. Database clean up begins with MARC/MATCH project via AutoGraphics” June 1975, 9 libraries go-live on CLSI

48. Aaron Skog, aaron.skog@railslibraries.info