SUNCAT Quality Improvements

We carried out a user satisfaction survey on the service between November 2012 and January 2013. A report of the results was published earlier this year, see our post from February 2013. Overall, the response was very positive with the vast majority of respondents finding SUNCAT not only easy or very easy to use (86%) but that it also saved them time (89%). Further, 97% indicated they would recommend the service to others. However, we did also ask for comments and suggestions on how SUNCAT could be improved. This information is particularly useful for us as we work on redeveloping the SUNCAT interface. We have now analysed and summarised these suggestions into in a Quality Improvement Report with tables detailing our responses and actions. They have been graded using the following formula:

  1. Done or due for release soon
  2. Do soon, requires little resource
  3. Already planned
  4. Put on to-do list, needs more effort
  5. Not achievable or beyond scope

We are pleased to report that a large number of suggestions have been graded with “1. Done or due for release soon”, as they have been incorporated into the first release of our redeveloped service – please watch out for imminent news on this!

Please contact us at edina@ed.ac.uk if you have any other suggestions for further improvements or comments on this report.

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UKLA Roundup: September 2013

The September 2013 roundup from the UK LOCKSS Alliance support service is now available.

This roundup highlights ongoing system and content development, and keeps members informed of the activities of EDINA and other UKLA members.  The roundup includes:

  • A summary of sources of information on the content available in LOCKSS
  • The status of integrations with Link Resolver products
  • A brief introduction of new features that optimise value

If you have comments, queries, or suggestions for future content please contact edina@ed.ac.uk.

New features ready for testing

The LOCKSS software development teams at Stanford and EDINA have been working over the summer to develop two new significant features for the LOCKSS software, and we would now like to invite member input into user testing.  These features have previously been identified as important by the UK user community – and follows on from the user interface requirements work undertaken in 2012 by the UK LOCKSS Alliance Support Service.

DisplayContentStatus

This feature helps you understand the status of content on your LOCKSS box.  We’ve tried to make it easier to review what content you’ve configured for collection, and within that, to understand what content has been successfully collected and what content may require attention.

A first iteration is ready for test by the user community.  We’ve added bibliographic information so it’s easier to quickly identify the publisher, title, and ISSN.  We’ve simplified the interface so it’s easier to tell whether something has been collected and therefore whether you can provide your library users with access.  We’re exploring ways to filter the collection so you can quickly extract the information that’s useful to you.

Screenshot of beta DisplayContentStatus feature

A beta version of this will be available in the next release of the LOCKSS daemon.  In the meantime, we’d like to test this to make sure it’s easier to use and meets your expectations and workflows.

We need volunteers to test this.  If you’d like to participate, please get in touch by contacting edina @ ed.ac.uk.  We need around six volunteers for a couple of rounds of testing – no more than 30 minutes each time.  To take part you’ll need Skype and a headset on your computer.

SubscriptionManager

This feature assists with content management.  It allows you to record your institutional coverage for each title available in LOCKSS, and means that new volumes released for selected titles and publishers are automatically configured for collection.

Screenshot of beta SubscriptionManager feature

Again, we need volunteers to test this.  We’ll review both features in the same test process:  the objective will be to understand your workflow goals when interacting with your LOCKSS box.  This will confirm that we are implementing solutions to the right problems, helping you build and manage your collection more effectively.

Please contact us at edina @ ed.ac.uk to get involved!

SUNCAT Redevelopment: Focus on Exact Title Search

This is the third in a series of blog posts highlighting some of the new or improved features which will be available in the redeveloped SUNCAT. In this post we are going to focus on the latest version of the exact title index.

Basic and advanced search along with browsing will provide users with an exact title index.  The index will be available from a pull down menu on each of the pages.

Searching by Exact Title

We have spent a lot of time and effort to decide exactly how ‘exact’ the index should be. Our first consideration was whether we should actually include a separate index or if the title keywords index would prove sufficient. However, we believe that an exact title search is very useful for “known” item searches, so that when users know precisely which title they are interested in, they can quickly and efficiently focus in on finding where that particular title is held in the UK.

After several false starts, the first of which some of you may have seen when the service was previewed in April/May, we have defined the following rules for the exact title search (for now at least!):

1) It is case insensitive e.g. searches on NEW YORK TIMES, new york times and NeW YoRk TiMeS will all return the same matches.
2) Special characters are ignored, we are currently defining special characters as !”#$%&’()*+,-./:;<=>?@[\]^_`{|}~ after further testing and feedback these may be tweaked.
3) Diacritics are ignored e.g. search terms containing an e will find ê and so on.
4) If a title has a skip in filing defined it matches with and without the skip in filing value e.g. a serial that has a MARC 21 245a tag of

245 04$aThe journal of Hellenic studies /$cthe Society for the Promotion of Hellenic Studies.

will get a match for either The journal of Hellenic studies or journal of Hellenic studies.

5) No partial matching, e.g. a search on New York Times will only match serials titled New York Times not New York Times Supplement.
6) It will only find matches if all the words in a search entry are in the correct order e.g. a search on New York Times will match New York Times but not York New Times.
7) Trailing whitespace at the beginning and end of an index value will be ignored.

The actual MARC 21 tags/subfields we build the exact title index from in the redeveloped SUNCAT are as follows:

1) 245 abnp (Title Statement)
2) 246 abnp (Varying Form of Title)
3) 210 a (Abbreviated Title)
4) 222 a (Key Title)

This is a significant decrease from the number of tags/subfields that the existing SUNCAT service uses for this index so we hope that this should result in directing users quickly and easily to information about specific titles of interest without the distraction of also seeing similar or related titles.

The default title keywords search will remain as a much more inclusive index, enabling users to search across MARC fields concerned with not only the main title entry but also uniform titles, related titles, continuing titles, series titles etc. – in total indexing around 30 MARC tags. As the default search this will continue to allow users to find information when they are less sure of or less specific about the titles they want to retrieve.

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SUNCAT Poster at Umbrella 2013 Conference

I attended the Umbrella 2013 Conference with a poster about the redevelopment of SUNCAT. This was my first time at the Umbrella Conference and my first chance to look around Manchester – both were very enjoyable and informative!

The poster itself, was one of a select group of only 8 posters, 5 traditional and 3 digital, and focussed on the redevelopment of SUNCAT and how it can support the journey from resource discovery to access.

Studying the SUNCAT poster

 

I spoke to information professionals from a wide range of libraries, including:  NHS Libraries and University Libraries from Oxford to Malta! I also spoke to delegates from Public Libraries and from more specialist organisations such as the Social Care Institute for Excellence, Statoil (an international energy company) and the Northern Ireland Assembly. Both the range of delegates to engage with and the formal sessions opened up a world beyond the field of Higher Education that I am most familiar with.

My favourite speakers had to include:

The joint session from Clinical Librarian, Victoria Treadway and Consultant, Dr Girenda Sadera on how a Librarian joined and supported the daily ward round at the Critical Care ward at Wirral University Teaching Hospital. The importance of developing a good working relationship was highlighted as critical to embedding a librarian into the multidisciplinary team of clinicians including doctors, dieticians, pharmacists and physiotherapists. Victoria went out of her way to support the team’s information needs within and out with the ward rounds. Secondly the need for very quick answers was discussed, so an iPad and a small selection of high quality evidence based resources were utilised. Although Victoria found the experience challenging at first, the support and trust of all the team have made it a very rewarding role.

Janice Lachance’s inspiring talk about her varied career from obtaining a law degree, through to working as the Director of Communications for a large US Labour Union to working alongside Bill Clinton on his cabinet and getting to fly on Air Force One. Janice’s message was not to pigeonhole ourselves too much by our past and current job titles and to look closely at the many transferrable skills information professionals possess and to branch out into other positions where these skills would be invaluable. Janice also advised informational professionals to think and act like executives and align your own and your department’s goals with the organisation’s objectives.

Geoff White, a producer with Channel 4 News also presented a fascinating session on day in the life of a newsroom and how stories to feature are selected and verified.

I can definitely recommend the conference to anyone looking to get a broad overview of what’s happening across the information profession.

Please let get in touch if you have any queries about the poster or about the redevelopment – more posts to follow on this…

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SUNCAT Redevelopment Feedback Survey Report

We made a preview version of the new service available at UKSG in early April and just closed this off a few weeks ago. During this period we put up an online survey and encouraged emails to the EDINA helpdesk to ask our users for their views on the functionality and ease of use of the redeveloped service. A full report is now available on our website.

Overall, the response was very positive and any significant issues which were raised, EDINA were already aware of and are currently busy trying to resolve for the next release, due this autumn. Over 70% of the respondents reported that the preview service was better than the current service and we hope to improve this figure further as we iron out the glitches.

“Very bold design, clear and simple. A great improvement. Will encourage use of the service.”

We are happy that the vast majority of respondents found that the basic search facility was easy to use, 89%, and that the newly introduced post-search filters were found to be useful to 83% of respondents. Respondents reported that both the pre and post search filters would be good tools for reducing large result sets and filtering out holdings which might not be of interest, e.g. electronic or print holdings.

“Having the basic phrases in the first drop down box allows an easy search but also one that can still be refined without having to go to advanced search. Limiting locations and institutions is useful, especially for us as a public library as we know a number of locations will not lend so we can limit to those that do.”

Some respondents reported issues related to the display of the results list and the advanced search and work is on-going to resolve these. We were already aware that the Exact Title search was a little too exact – requiring exact matching on punctuation and letter case! Further, the relevancy ranking was not always working as expected, so these are another two areas we are currently concentrating on getting optimised.

The feedback received has been extremely useful in confirming areas we had concerns about and so helping us to prioritise immediate fixes for the next release, while also highlighting other interesting suggestions we can investigate for future releases.

SUNCAT Redevelopment: Focus on Post Search Filters

This is the second in a series of blog posts highlighting some of the new features which will be available in the redeveloped SUNCAT. In this post we are going to focus on how the post search filters will improve the new service, enabling the use of faceted browsing to lead users to the most relevant journal titles and holdings for their needs.

Post search filters will be available from the search results display, down the left hand side of the results list, and will provide similar functionality as you will be familiar with via other discovery services and many commercial shopping and travel websites.

At this point we plan to include the following facets:

  • Institution (the institutions holding the journals returned in the current results list)
  • Format (includes electronic and print formats)
  • Subject
  • Author (organisation associated with journals where relevant)
  • Publisher
  • Year (first published)
  • Place of publication
  • Language
Each filter will also display the number of records in the results set associated with it. The five most common filters from each result set will display for most of the facets, with the option to view decreasingly common filters also available. However, in the case of the institutions facet, filters will be displayed alphabetically to allow you to skim down the list for particular institutions, and in the year facet, filters will be displayed in reverse chronological order.

You will be able to combine filters to drill right down to journal titles matching quite specific criteria, but you will then also be able to simply remove filters to widen your results back up again.

An interesting side effect of displaying the filters is that it is now possible to easily see the variation present in the records supplied to SUNCAT, which goes a long way to explaining why not all the records which we would like to match together do! Part of the next step of the development work will be to try and amalgamate some of the filters so that they display in a more manageable and helpful fashion. For example combining year filters containing no numerical characters, such as “||||”, “uuuu” etc. into one “Unknown” filter. Also publication place filters such as “london”, “London.”, “London,” etc. into one filter for “London”.

You can see the faceted browsing in action on the preview service which will be available until Monday 13th May, so please take a look and let us have your comments via the online survey or by email to edina@ed.ac.uk

The following screenshot shows the filters on the preview service:

Feedback on the New Look SUNCAT

As we posted a few weeks ago a preview of the new look SUNCAT service is available at http://test.suncat.ac.uk and a huge thank you to all who have sent us comments so far.

We’ve now put up a short survey and would be very grateful for your input which will help to guide the ongoing development of the service. If you prefer you can also let us have your comments via the EDINA helpdesk at edina@ed.ac.uk

We would also encourage you to circulate details of the preview service and the survey as widely as possible.

Both the survey and the preview will only be available until Monday 13th May, but development work will still be continuing and so we will have more posts to keep you up to date with progress.

Please take a few minutes to let us know what you think!

Preview the New Look SUNCAT

Good morning from UKSG 2013! As promised last month the new look SUNCAT is now available for you to preview at http://test.suncat.ac.uk

The current service will continue as the primary service for the moment, but we would encourage you to take a look, experiment and let us have your feedback on the new service as soon as you get a chance.

The new service is still in development, so there are still issues to be resolved with keeping it up-to-date, searching and relevancy ranking, but to give you a flavour, the new service:

Integrates information from the website and the actual service more closely, with the search box, a map of our Contributing Libraries and a feed of our latest news all on the homepage

• Enables searching limited to a specific library or selection of libraries: you will only see the serials’ holdings of libraries you have specified in your search

• Enables searching limited to a specific location or selection of locations, all the way from Inverness to Exeter: again you will only see the serials’ holdings in locations you have specified in your search.

• Plus you can combine library and location limits to suit your individual search requirements

• Enables searching limited to electronic or print serials only: helpful if you only want to see what might be immediately available online or conversely if want to see only material likely to be available via Inter-Library Loan.

• Enables filtering of search results by library, location, subject, organisation, publisher, date etc.

• Enables more sophisticated searching via the Advanced Search option

• Allows you to choose how many records you want to display on your search results screen

• Provides an alphabetical list of all the libraries holding a particular serial title

• Allows you to quickly see if holdings are print or electronic

• Opens up further information about each library, including directions, contact details, British Library code and when it was last updated in SUNCAT

If you are attending UKSG, please come along to the EDINA stand 26 and we will be happy to demo the service for you and answer your questions in person. However, you can also let us know what you think or if you have any questions or suggestions via the EDINA helpdesk at edina@ed.ac.uk

We hope you like what you see!

Preview the New Look SUNCAT in Early April

We’ve been blogging about the new look SUNCAT for a few months now, giving you a look at the new homepage, some background on the technical architecture and also some idea of the new features which will be available. However, we now hope to let you have a preview of the new service itself!

The current service will continue as the primary service until further notice, but you can check out the redeveloped service from 8th April when we preview it at the UKSG Conference (Bournemouth 8-10 April). We will let you know the url on the day and from then on we would encourage you to take a look, experiment and let us have your feedback, good and bad! The service is still in development so the more feedback we can gather at this point the better.

If you are attending UKSG, please come along to the EDINA stand 26 and we will be happy to demo the service for you and answer your questions in person. However, we would also encourage you to let us know what you think or if you have any questions or suggestions via the EDINA helpdesk at edina@ed.ac.uk.