Our Road to Summon
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Transcript of Our Road to Summon
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Our Road to SummonOur Road to SummonECU Libraries: 2010-02-25by Mark Custer
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1Our Road to Summon™Our Road to Summon™
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2Our Road to SummonOur Road to Summon
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Summon Customers within ASERL:
• College of William and Mary• Duke University• East Carolina University• North Carolina State University• University of Miami• Virginia Polytechnic Institute and
State University
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• Local, general collections• Licensed collections• Librarian-approved, external
collections• Local, unique collections
4 Pillars of Content:
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• Ebsco Discovery Service• Ex Libris Primo Central• Serials Solutions Summon• WorldCat Local
4 Viable Options:
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For the remainder of this talk
Part 1: SelectionPart 2: ImplementationPart 3: Post-launch / 6 months down the road
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Selection Milestones
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Discovery Tool Task Force
Update and Preview of our Final Report
Patrick Carr | Nick Crimi | Mark Custer | Beth Ketterman | Nara Newcomer | Johnnie Swindell | Michael Tucker | Beth Winstead
ECU LibrariesMay 25, 20102 – 3 PM
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RecommendationInclusion of article content 10
Inclusion of local holdings 10
Inclusion of other local content (scholarship, digital collections, etc)
5
Inclusion of remote content 5
Ability to refine results 10
Relevancy ranking 10
Speed 5
Remote access 5
Ease of use 10
Advanced search options 5
Future cost (staff time) 5
Implementation time 10
Ability to create additional portals (database specific)
5
Local customization capabilities 5
Customer base / company reputation
5
Other strengths 10
Symphony Summon WorldCat Ebsco DS Primo Weight
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RecommendationInclusion of article content 0 8 4 8 6 10
Inclusion of local holdings 10 9 5 9 9 10
Inclusion of other local content (scholarship, digital collections, etc)
2 4 1 4 5 5
Inclusion of remote content 1 5 5 1 1 5
Ability to refine results 2 9 8 8 9 10
Relevancy ranking 0 7 8 8 10 10
Speed 4 4 4 3 4 5
Remote access 5 5 5 1 3 5
Ease of use 2 8 7 6 8 10
Advanced search options 3 2 3 3 2 5
Future cost (staff time) 1 4 4 4 4 5
Implementation time 7 8 9 6 6 10
Ability to create additional portals (database specific)
1 2 4 4 1 5
Local customization capabilities 4 1 1 2 3 5
Customer base / company reputation
2 4 3 3 2 5
Other strengths 0 2 2 2 1 10
Symphony Summon WorldCat Ebsco DS Primo Weight
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RecommendationInclusion of article content 0 8 4 8 6 10
Inclusion of local holdings 10 9 5 9 9 10
Inclusion of other local content (scholarship, digital collections, etc)
2 4 1 4 5 5
Inclusion of remote content 1 5 5 1 1 5
Ability to refine results 2 9 8 8 9 10
Relevancy ranking 0 7 8 8 10 10
Speed 4 4 4 3 4 5
Remote access 5 5 5 1 3 5
Ease of use 2 8 7 6 8 10
Advanced search options 3 2 3 3 2 5
Future cost (staff time) 1 4 4 4 4 5
Implementation time 7 8 9 6 6 10
Ability to create additional portals (database specific)
1 2 4 4 1 5
Local customization capabilities 4 1 1 2 3 5
Customer base / company reputation
2 4 3 3 2 5
Other strengths 0 2 2 2 1 10
Total 44 82 73 72 74 115
Symphony Summon WorldCat Ebsco DS Primo Weight
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RecommendationInclusion of article content 0 8 4 8 6 10
Inclusion of local holdings 10 9 5 9 9 10
Inclusion of other local content (scholarship, digital collections, etc)
2 4 1 4 5 5
Inclusion of remote content 1 5 5 1 1 5
Ability to refine results 2 9 8 8 9 10
Relevancy ranking 0 7 8 8 10 10
Speed 4 4 4 3 4 5
Remote access 5 5 5 1 3 5
Ease of use 2 8 7 6 8 10
Advanced search options 3 2 3 3 2 5
Future cost (staff time) 1 4 4 4 4 5
Implementation time 7 8 9 6 6 10
Ability to create additional portals (database specific)
1 2 4 4 1 5
Local customization capabilities 4 1 1 2 3 5
Customer base / company reputation
2 4 3 3 2 5
Other strengths 0 2 2 2 1 10
Total 44 82 73 72 74 115
Symphony Summon WorldCat Ebsco DS Primo Weight
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For the remainder of this talk
Part 1: SelectionPart 2: ImplementationPart 3: Post-launch / 6 months down the road
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Implementation Milestones
Day 1 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Day 31Summon Setup ProcessKick-Off MeetingClient Center TrainingExport MARC RecordsMARC Record MappingManage eResource HoldingsMARC Record IngestionLocal Repository IngestionClient Content QASite QA and ReviewLaunch
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For the remainder of this talk
Part 1: SelectionPart 2: ImplementationPart 3: Post-launch / 6 months down the road
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OpenURL Searches performed
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Other resources to check out:An Evaluation of Serials Solutions Summon as a Discovery Service for the Dartmouth
College Library. Online at http://www.dartmouth.edu/~library/admin/docs/Summon_Report.pdf
From "I hate it" to "it's my new best friend!" : Making heads or tails of client feedback to improve our new Quick Find discovery service. Online at
http://www.information-online.com.au/sb_clients/iog/data/content_item_files/000001/paper_2011_A3.pdf
Grant, Carl. “Gladiators” to perform sleight-of-hand at Charleston Conference. Commentary from Carl Grant, October 30, 2010. Online at http://commentary.exlibrisgroup.com/2010/10/gladiators-to-perform-sleight-of-hand.html
Klein, Michael. Hacking Summon. Code4Lib Journal, 2010 (11). Online at http://journal.code4lib.org/articles/3655
Rowe, Ronda. Web-Scale Discovery: A Review of Summon, EBSCO Discovery Service, and WorldCat Local. The Charleston Advisor, Volume 12, Number 1, July 2010 , 5-10.
Summon Usability Testing (2010). NCSU. Online at http://www.lib.ncsu.edu/userstudies/studies/2010_summon/
Vaughan, Jason. Library Technology Reports, Jan 2011, Vol. 47 Issue 1
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