Interactive Meeting for Conference Attendees on Discovery Products Discussion

THIS BIRDS OF A FEATHER SESSION IS AN INTERACTIVE MEETING FOR CONFERENCE ATTENDEES TO INFORMALLY DISCUSS THEIR EXPERIENCES WITH DISCOVERY PRODUCTS.

Final List of Expectations for Discovery and Identify Vendor Finalists 1. Simple, user-friendly, intuitive interface that is Google-like, but also offers advanced search features for limiting by: 1. Call number listing 2. Fiction vs Non-fiction 3. Spelling error feature Did You Mean? 4. What has been recently acquired a. By format b. By library location c. Resource - Slider feature to set search by date, relevancy, print vs nonprint, etc. 2. Compatible with various types of resources and is easy to integrate, search, and update. These resources should include the following: a. BadgerLink b. V-Cat items c. Databases including OverDrive, etc. d. Local content (i.e. historical, self-published, etc.) 3. Mobile platform accessibility and compatibility i. ADA compliant ii. High quality user interface iii. Responsive web design 4. Intuitive product that provides documentation, staff and patron training tools, and an abundance of Help features.

5. Statistical interface with analytic capabilities. i. Document valuable usage information for fine-tuning the user interface. A more visual interface that utilizes graphics to enhance the user s experience, but not so much that it appears cluttered. i. Zoom feature on images ii. Larger/clearer type fonts iii. Easy to move between text only and graphical interface for ADA compliance Provides better marketing support to drive usage of collections i. Library branding ii. Featured collections bestsellers, new, dusty but so worth it books, etc. iii. Assistance with promoting new interface Recommendations like Amazon i. Integrates well with Novelist Select or replaces it ii. RSS feeds for new titles, subjects, etc. iii. Reader comments and conversation via social media iv. Mediation of social media comments Compatibility with our ILS, Badgerlink, databases (OverDrive) i. How will this look for our Sierra installation ii. How does this work in a consortium like V-Cat 10. Wish list of features we would like i. Limiting by each library collection with their own branding ii. Identifies what items are available for ME now 11. The Final Four Vendors to demo: i. Encore Synergy ii. Encore Duet with EBSCO iii. EBSCO Discovery Service iv. Bibliocommons 6. 7. 8. 9.

EBSCO - Interview Summary 1. Do you like the EBSCO Discovery Service product? What things do you like? What things don t you like? Do your patrons feel the same way? 2. How much customization did your library do with the out of the box product? 3. How well does the product perform searches and are the results relevant? 4. Response time for remote users. Are your patrons satisfied with the response/performance time of the product? Why or why not? 5. How much training was involved in implementation of the product for staff and patrons? Were the training materials adequate? Was it worth the cost? 6. How satisfied are you with vendor support? Is it timely and are they readily available when needed? 7. If you had it to do over, would you choose EBSCO Discovery Service again? 8. Do you have any advice for us?

V-Cat Discovery Product Strengths/Weaknesses Summary Product Strengths Weaknesses Clean, Google-like, easy to use interface & advanced search w/truncation, spell checker Don t Make Me Think! Encourages and works with Badgerlink and other databases Easier interface than Badgerlink Allows multi-faceted searches at one time Searches mulitiple databases and catalog at one time Single log on; Access to competitor databases Research Starter Content Understands how users search - autocomplete Provides abstracts from databases BEFORE login Suggests popular search terms Real-time results Interface is good and customizable (color/font) Provides multiple folders to store searches and results Intuitive drop down choices Results show popular books/movies BEFORE articles Focus on user experience from remote Multilingual database/interface Searches within publication Can limit by publication date Child level searches Familiar interface features across EBSCO/Badgerlink Enhances database discovery User stats by database, location, etc. Hosted as SAS (Software as a service); synched to V-Cat Sierra Integrated OverDrive and can checkout/download from single interface Patron account access integrated Shelflist browse by call number Real time catalog Did you mean search Patron Tags and reviews Separate catalog vs article searching tabs Innovative product with same look as Sierra Hosted on WVLS server Must use facets to narrow search Must login to see full text for article searches No integration with patron records Searching for Non-fiction vs fiction not available Patrons may still rely on Google why pay for this???? Not able to search for recently acquired Too much information very busy looking screens More noticeable Did you mean? No reading history No Call number near-by searching Training?? Scoping for an additional fee for each location to be separate EBSCO Out dated and older Innovative product with possible phase out Search limited to single facet at one time Trust issue with Innovative No Research Starters available Not Responsive Website design limited mobile device interface with AirPac Not fully ADA Compliant only BASIC Extra Cost for ChilliFresh Vendor kept saying I will have to find out Additional payment for each database integrated Scoping for an additional fee for each location to be separate Encore Synergy

Integrated OverDrive and can checkout/download from single interface Patron account access integrated Newer Innovative product partial integration with EBSCO Virtual shelf of catalog Real time catalog & can limit search to what is available Did you mean search Patron Tags and reviews Keeps patron s reading list Innovative product with same look as Sierra Search terms repeat on all results pages Auto updates can be set- up More of a federated search product Turnkey implementation to some extent OAI compliant for local digital content Hosted on WVLS Server Search limited to single facet at one time Cluttered look with pop-up multiple windows Trust issue with Innovative No Research Starters available Not Responsive Website design limited mobile device interface with AirPac Not fully ADA Compliant only BASIC Format type search less obvious No Help button on site Integrated with portion of EBSCO Discovery, but lacks other content and searches only EBSCO database Must know to click on search arrow to restart new search Navigation between screens is not intuitive Extra Cost for ChilliFresh Vendor kept saying I will have to find out Performance issues slow in returning results compared to the other product demos No social media Scoping for an additional fee for each location to be separate Most features extra cost Very heavy on social aspect Must use Advanced search to use wildcards Access to ALL library materials is multi-step process for catalog vs databases Difficult to spot did you mean spelling search helper Privacy questions about shared social media reviews, etc. Maintenance of all features may be too much work Format may not be clear in result sets Pressure to profile self to participate in social media May be too much for some patrons mind-boggling Scoping for an additional fee for each location to be separate Staff picks, award winners, featured blogs, non-fiction lists available Encore Duet Bibliocommons User friendly, very easy, & modern ( hipper ) looking interface Links to Ecommerce for patron payments BEST ADA compliance of the 4 products Fully Responsive interface works on tablets, smartphones,etc. (Nov 2015) Call number and ISBN search capability Catalog search results show all formats in one record ie DVD, book, Large print, etc. Better Novelist integration; content listed on the side for easy use Integrated OverDrive and can checkout/download from single interface Big on social media content and patron participation Searches can be limited by date, format, audience, & location. Search for New DVDs works! Offers search tips (help) Auto complete and one-click holds Reviews network includes other Bibliocommons libraries ie. New York, Boston, Seattle. Etc. Can search for non-fiction by location Able to personalize Hosted as SAS (Software as a service); synched to V-Cat Can save searches and share with others Can include video trailers about items from library staff

Sample Rating Sheet WVLS V-Cat Evaluation of Discovery Products 2015 Name: _____________________________________________________________ Library: ____________________________________________________________ Please rate each of the following criteria by circling the appropriate number based on a scale of 1-5 with 5 being Excellent and 1 being Poor or NA=Not Available Criteria: EBSCO (EB) Encore Synergy (ES) Encore Duet (ED) BiblioCommons (B) NOTES Basic Search: 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Clear Single Point of search 5 4 3 2 1 NA 1 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Simple keyword search box on every page 5 4 3 2 1 NA 2 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Phrase/Proximity Searching 5 4 3 2 1 NA 3 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Keyword by Default 5 4 3 2 1 NA 4 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Stems/Truncation/Wildcards 5 4 3 2 1 NA 5 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Spell checker/ Did you mean ? 5 4 3 2 1 NA 6 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Auto complete 5 4 3 2 1 NA 7 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Faceted navigation 5 4 3 2 1 NA 8 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Relevancy ranking/sorting 5 4 3 2 1 NA 9 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Enriched content (Additional Content) 5 4 3 2 1 NA 10 Advanced Search 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Fields & Boolean Searching 5 4 3 2 1 NA 11 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Full Text 5 4 3 2 1 NA 12 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Scholarly/Peer reviewed 5 4 3 2 1 NA 13 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Language 5 4 3 2 1 NA 14 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Item format/Content type 5 4 3 2 1 NA 15 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Limit to library owns 5 4 3 2 1 NA 16 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Shows Availability in Which Library 5 4 3 2 1 NA 17 5 4 3 2 1 NA 5 4 3 2 1 NA 5 4 3 2 1 NA Search By Call number 5 4 3 2 1 NA 18

7 0 1 EBSCO Discovery Service Encore Synergy Encore Duet Bibliocommons Discovery Ballot Summary - Gut Reaction Bibliocommons 15 Encore Duet Total submitted: 23 Encore Synergy EBSCO Discovery Service 0 2 4 6 8 10 12 14 16 Criteria: EBSCO (EB) Encore Synergy (ES) Encore Duet (ED) BiblioCommons (B) Basic Search: 854 547 737 657 Advanced Search 685 497 727 628 How are recently acquired items presented/searched: 190 120 203 207 Facets 547 359 485 405 End-User Features: 723 369 621 630 Look & Feel (UX) 540 239 416 447 Administration/Technology 230 175 191 122 GRAND TOTAL: 3769 2306 3380 3096 *Note: Not all participants completed the evaluation point tally documents. Not all evaluation forms were completed for all questions. Point totals do NOT reflect 100% participation.

LETS TALK

Things to talk about: Discovery products at their best? Discovery products at their worst? Why did our library choose this product? How is that support that you were promised going? What were the expectations for this product? Did the product meet these expectations? If so, how? If not, why? Would you buy this product again?