CIL2010: The Global Library Automation Scene

Notes from a talk I attended …

Speaker: Marshall Breeding

Current State of the Industry:

Check out Marshall’s Library Technology Guides ( – great info on who is using what ILS systems, what libraries switched ILS systems, etc.

Most used ILS software in the world: Isis ??? never heard of it! Marshall’s point – there’s a lot happening in the global ILS industry that we don’t really know about in the US

Horizon is next to last on the list of “how satisfied is your library with your current ILS system?” – Great – that’s what we have!

Marshall does say take those stats with a grain of salt – people on both ends of the spectrum respond, people int he middle don.t That said, he’s gotten over 2000 responses to his survey.

Observations from his 2009 Perceptions report:

– small libraries generally receive higher perception scores.
– Companies supporting proprietary ILS products receive higher satisfaction scores than companies involved with open source ILS systems

Discovery Platforms are mattering a lot more right now – that’s what our patrons see, so libraries want to spruce those up.

Library users in transition:
they don’t want help in the beginning anymore.

Tech in transition – web-based, cloud-based is the new thing. Client/server is the old thing. Local computing is shifting to cloud platforms.

Full spectrum of devices – mobile, web, tablet, etc…

Evolutionary Path: ILS systems are slowly evolving – they are wrapping their legacy code in APIs and Web services

Revolutionary Path: Ex Libris URM, Kuali OLE, WorldCat Management System

What does it mean to be open?

Interestingly, open source systems generally run behind proprietary systems in terms of customer-facing APIs… which makes sense. Smaller libraries are using the open source system, larger libraries with complex problems are using the proprietary systems.

Cool – he has a table showing what discovery layers work with what systems –

More Chat in the Catalog

Remember my post on TSCPL’s Meebo chat widget embedded in our library catalog? Since then, we have stopped using the Meebo Me widget. It was great – it helped us start our IM reference service, and it was easy to embed pretty much wherever we wanted. But we grew out of it!

We discovered a few shortcomings, like not being able to send hotlinks through it, and our public services staff really wanted the ability to send an IM to someone else. So now, we’re using Libraryh3lp for our IM reference service. Libraryh3lp gives us those added benefits and more.

And we’re doing a few different things with the catalog embed, too. Here’s a pic of the keyword, No Records Found search:

New version of the Chat Reference service in the catalog

We’re trying to make instructions clear, friendly and attractive. If you click the Ask Now button, you get a tiny IM widget pop-up page. Why pop-up? With our Meebo widget, we discovered that a lot of people would start asking a question, then click something … and they’d be gone, because they had clicked away from the page with the embedded IM widget. Bumer! With our new pop-up version, that problem is solved. Users can click away all they want … and still interact with us.

But even cooler than that – Michael, our web designer (one of his many hats) discovered a way to embed a similar thing on the Search Results page:

Search Results page - Chat added!

This provides more opportunities for patrons to ask questions when they get stuck on a search – even if they’re finding things. Basically, they have access to us ON EVERY SEARCH they do.

And not just IM access – that’s provided via the Ask Now button. But we also include our phone number and a link to our email Ask a Librarian form.

We’re excited about this – should be fun to see if we get more catalog-related questions.

Next Generation Library Interfaces

ALCTS President’s Program: Breaking Down the Silos: Planning for Discovery in Library 2.0 – an ALCTS Midwinter Symposium

Marshall Breeding – title of his presentation: Next Generation Library Interfaces: Overview of concepts and a brief tour of commercial and open source products

My random notes from Marshall’s presentation:

Started with OCLC Perceptions stat – where do you start an info search? 89% search engines… library catalogs, 2%

usage of library websites is going down, everything else is going up … hmm…

aside – that makes a good case for sticking library content on blogs… users will find you that way

Crowded landscape of info providers on the web – google, amazon, us, etc…

Nobody has to go to a bibliographic instruction class to use Amazon… Nice.

Amazon is so easy to use – Marshall accidentally bought a book during a presentation, it’s so easy

Demand for compelling library interfaces:

urgent need for libraries to offer interfaces their users will like to use
move into the current millenium
search in line with how the current web works

inadequacy of ILS OPACs:

OPAC modules … failing to meet customer needs – it’s not really built for customers

Change is Underway! Lots of movement to break out of the current mold of library catalogs

Marshall hopes the back end will be redesigned, too, to be more modern

Next-Generation Interfaces:

redefinition of the library catalog – the word “catalog” is not a good one

more elegant presentation (think amazon)

more comprehensive info discovery environments
no longer enough to provide a catalog limited to print resources
digital resources cannot be an afterthought
systems designed for e-content only are also problematic
forcing users to use different interfaces depending on types of content becoming less tenable

federated search currently operates as a plug-in component of next-gen interfaces

web 2.0 flavorings:

strategic infrastructure + web 2.0
a more social and collaborative approach
web tools and tech that foster collaboration
integrated blogs, wiki, user reviews, etc
avoid 2.0 info silos – don’t have separate blogs, wikis, etc – make sure it’s integrated

2.0 supporting tech:

web services, xml apis, ajax, relevancy-based search engines, social networking tools and concepts

scope of the next gen library interface:
attempt to collapse silos or draw appropriately from each silo
unified user experience
single point of entry into everything
print + electronic
local + remote
locally created content

Functions and features:
Interface features/user experience:
simple point of entry – optional advanced search
relevancy ranked results
facets for narrowing and navigation
query enhancement – spell check, etc
suggested related results / recommendation service
enriched visual and textual content
single sign-on

Relevancy Ranking:
Endeca, Lucene do a good job
web users expect this! – the good stuff should be listed first
users tend not to delve deep into a result list
good relevancy requires a sophisticated approach

new paradigm for search and navigation:
users drill down through the result set and faceted browsing
faceted search – gives users clues about eh the number of hits, etc – it’s more like an online store’s faceted/guided navigation
more visual, has navigational bread crumbs

talking about boolean – walmart doesn’t teach their customers to do fancy boolean search to get to their products… we shouldn’t do this either!

Amazon doesn’t say “no results found.” Did you Mean and other features instead
validated spell check
have More Like This recommendation service
goal – make the query and the response to it better than the query provided

appropriate organizational structures:
LCSH vs FAST (faceted application of subject terminology)
full marc vs dublin core or MODS, or unstructured data
discipline-specific thesauri or ontologies

enriched content – book jacket, summaries, etc

personalization/single sign on

deep search:
entering post-metadata search era
web searches full text. Google print, google publisher, open content alliance, etc
high quality metadata will improve search precision
commercial search providers already offer search inside the book
library search doesn’t do this!!!

Beyond discovery to fulfillment / delivery: this is the harder part – harder than discovery

Enterprise integration:
ability to deliver content and services through non-library apps
courseware, portals, social networking environments, etc

Great Benefit, Great Cost

We’re WAY TOO SLOW. Time on the web moves quickly! We need to catch up.

ideas to buy/use:

Endeca – one of the first
Widely used in the commercial world
high-dollar approach


LibraryThing for Libraries:
Wow – they are now distributed exclusively by RR Bowker

Primo: tailored for academic libraries

Encore from Innovative Interfaces (Nashville Public Library uses it)

Worldcat Local

TLCs LS2 (Shanandoah Public Library)
good visual design

SirsiDynix Enterprise
not aware of anyone actually using it yet
it’s a hosted product
does relevancy wel
uses chilifresh for book reviews
Marshall’s example is very ugly! Sirsi really needs a visual designer!

Wordpress – looks great
Marshall’s not sure how it will scale
same stuff – faceted search, relevance, etc

production cat for the National Library of Australia – that’s pretty big.
open source, looks great

focuses on social networking
tag, review, comments, etc
oakville public library in ontario – in production.
Looks great!

serials solutions produst
eXtensibe Catalog

Polaris, Koha, Evergreen – doing well with providing next-gen features too


question/comment: we have a next-gen catalog, our faculty don’t get it – don’t understand faceted search, don’t know what a tag cloud is, etc – how do you get around that?

Answer: well, Amazon doesn’t seem to need to explain their faceted search, tag, etc stuff… ouch!

IL2008: Implementing a Next Gen OPAC

Speaker – Jeff Wisniewski

problem: old opacs weren’t designed for usability
– they were designed for the back-end of libraries
– designed to store data

Look at Jeff’s library’s OPAC – pittcat – much nicer looking than most other opacs (it’s still in beta)

they plan on keeping the more traditional-looking opac search for the forseeable future – eventually they’ll look at useage stats and go from there.

goals for new interface:
– does it have an intuitive interface?
– zero instruction needed, like amazon’s search interface
– no dumb error messages
– expose more of their collection (faceted search thing)
– integrate various silos (other databases they had, locally-created stuff, etc)
– get it up and running yesterday!

If you can, don’t do an RFP. It’s sorta backwards, hard to write, frequently states the obvious

instead, they made a features list
– must have
– highly desirable
– and a third category
– had to have the must have features

made a spreadsheet for the selection process with each vendor and their features listed.

Do this for your users – not your staff!!!
– boolean, advanced search, etc – your users DON’T CARE. So don’t offer it.
– resist the power search…

they renamed the old catalog the “classic” catalog – funny!

Do publicity on the new thing!

– call it what it is – map, not cartographic resource; music, not sound recording (that’s what the majority of them are)
– hyperlinks – you can put them practically everywhere

make sure it’s visual – use book jacket pics, etc

give your catalog legs:
– create facebook search widgets
– embed search widgets elsewhere, too

social stuff – do it even if you’re not quite ready yet

integration with other databases (federated search)
– some have them

More MeeboMe Ideas

Wow – there have been lots of comments on the MeeboMe widget. Great! Some other libraries are trying it out – check the comments on my original post and on Jenny Levine’s post titled Mashing on the Library, Part I to find them. Others have been emailing me, asking for details.

Now, let’s take this one further – where else can you embed this thing? For example, Edward had a great idea (left it in my comments). He said “Very cool. I think I might go ahead and add this to our log-in failed page for EzProxy.” Great idea, Edward!

And that made me think… I’ll bet there are other good places to embed something like this. For example, my library’s looking into other places to drop it in the catalog, like on the search results page (idea swiped from Paul Pival).

Think about it like this – where do your patrons get hung up? What stops them… confuses them… makes them click away? Maybe that’s a good place to embed a MeeboMe widget (or something similar). Don’t think “well, I put a link to a Help file there, so that’s good enough.” Come on – do YOU click that Help link? That’s like removing the Information Desk and replacing it with a bin of tipsheets on using the Dewey Decimal System!

Finally, a couple of commenters have mentioned being wary of embedding an IM widget in the catalog because it’s not a 24/7 service. My thoughts:

  • Well… it CAN be a 24/7 service, if you’re willing to not sleep :-)
  • I think the focus is off – you’re concerned with what is most likely a very small minority of patrons searching the catalog at 2am. Instead, focus on helping the majority of your patrons… and add text stating your IM hours.
  • Most 24/7 virtual chat reference services (the only thing I can think of providing 24/7 live help) have people in other libraries answering those 2 am questions… do you really want someone at another library answering a question about YOUR library catalog? Maybe yes, maybe no…

Are you planning to embed a meeboMe widget in your catalog? Leave a comment!