Katelyn Buote MACKsearch: Implementing EBSCO Discovery Service (EDS) at Merrimack College’s McQuade Library Special Project Proposal Katelyn Buote Southern Connecticut State University Research in Information and Library Science Dr. Mary Brown ILS 580 Summer 2014 July 25, 2014 buotek1@owls.southernct.edu 1 Katelyn Buote Introduction and Overview Discovery tools are quickly making their way into academic libraries across the nation. The popularity of discovery tools is linked to social networks and features they have that traditional catalogs don’t have. Thus, discovery tools make the traditional catalog more like a social catalog. Most current discovery tools operate similar to Google. Like Google, discovery tools pull information from all available sources, provide search capabilities, including searching full text, and then provide direct access to the full documents if they are available (Alderman, 2012). The McQuade Library, located in Merrimack College in North Andover Ma., will be implementing MACKsearch, an EBSCO Discovery Service (EDS) at Merrimack College in either the fall of 2014 or spring of 2015. Previously, the McQuade Library has relied upon the traditional cataloging system and online databases. The transition to the new EDS means that the print collection and online articles will merge into one, where students and patrons will be able to assess both the print and virtual collections at the same time. Additional features include spellcheck, RSS feeds, email alerts, bookmarking tagging, community reviews, and other 2.0 features. Librarians at McQuade have expressed concern about the implementation of this new tool and some have found EDS to be confusing and have an un-academic feel. Librarians are also left to wonder about the usefulness of these tools to library patrons. Will students use it? Will they like it? Do they find it confusing? To address these very questions, this study will evaluate patrons’ perceptions of the new tool (MACKsearch) and assess their reactions to it by conducting a voluntary survey. 2 Katelyn Buote Significance and Relevance The Library and Information Science (LIS) field has conducted a number of studies on the function of discovery tools. However, there has not been a sufficient amount of research conducted on user satisfaction of these new discovery tools. In order to understand the full impact of discovery tools it is necessary to also investigate their emotive side through user satisfaction studies. By looking at the user’s feelings about the implementation of EBSCO Discovery Service (EDS) in a specific academic library we will gain additional knowledge of discovery tools that will add to the LIS field’s understanding of this software. On a local level, the results of this proposed research will provide the librarians at McQuade Library with essential information regarding the impact of MACKsearch on its patrons. A significant problem with the implementation of these new tools is that librarians are left to wonder how students and other patrons will react to the new discovery tool. This study will provide the librarians at McQuade with useful information needed to more effectively instruct patrons on how to use the discovery tool, and ultimately to make their decision on whether to keep EBSCO Discovery Service (EDS). These findings could also benefit other academic libraries as they plan to implement these services. Literature Review Historically, library catalogs and online databases have been two distinct tools upon which researchers and librarians have relied upon. A new trend, however, is emerging in which these two formats merge into one discovery tool. With various features that are considered 3 Katelyn Buote “google-like”, these discovery tools are growing in popularity that “provides a single point of access to a range of library resources that enable users to search multiple resources with a single search” (Allison, 2012, p. 2). Some common examples of discovery tools are EBSCO Discovery Service, Summon service (Serial Solutions), AquaBrowser Library (Serial Solutions), Encore Discovery (Innovative Interfaces, Primo Central (Ex Libris Group), and Blacklight (open source University of Virginia). Allison (2012) considered why a library would want to implement a discovery tool. The result was the following eight key reasons. Libraries implement discovery tools to: - Simplify the research process with a single search. Market locally created databases to their community to increase visibility and use. Provide a more intuitive search interface that encourages discovery and do away with complex searching that confuses users. Improve the “depth” of metadata to index content not included in their catalog Integrate Web 2.0 options with their search engine (tagging, reviews, etc.). Give your searchers a reason to return to their site. Enhance remote access to their library Make searches successful Promote the library as a quality research source that meets the changing expectations of our users. Allison (2012) also summarizes what to expect when using a discovery tool. This list includes features like one place to search, search catalog, article databases, and locally created databases; real time information; support for search strategies; minimize key strokes; support bookmarking, tagging, community reviews, and other Web 2.0 features; social networking capabilities, and advanced search capabilities. EBSCO Discovery Service (EDS) is just one example of a discovery tool. “EBSCO Discovery Service brings together the most comprehensive collection of content- including 4 Katelyn Buote superior indexing from top subject indexes, high-end full text and the entire library collection- all within an unparalleled full-featured, customizable discovery layer experience” (EBSCO, 2014). In her research, Allison (2012) goes into detail describing the features of EBSCO Discovery Service (EDS). She states that these features include the following. EBSCO Discovery Service (EDS) features: - Databases from EBSCOhost, (customer subscribed) Databases from non-EBSCOhost databases (customer subscribed) OPAC loaded directly; includes real-time availability checks and daily updates (and searched along with all other content) Support book jacket images, book records, entertainment records, annotations, family keys, subject headings, demand information, awards, review citations, etc. Institutional archives/repositories directly loaded Facet options including subject, source, publication Includes alerts Includes RSS options Image Quick View Supports a variety of “widgets” and export portions of EBSCOhost functionality onto library websites. EBSCO (2014) adds to this list by claiming that EBSCO Discovery Service (EDS) features include a true academic research experience; a fast, single search of the collection; comprehensive content; highly-refined relevancy ranking; elaborate indexing (subject headings, etc.); the inclusion of high-end indexes; enhanced catalog treatment and handling of repositories; a full-featured discovery layer user experience; instant access to full text (whenever available); a truly customized discovery tool; and streamlined/efficient administration. There have been a number of studies on discovery tools; however, few exist on user satisfaction of these new services. By reviewing the literature, I have found (only) two particular studies that assess user satisfaction of discovery tools. 5 Katelyn Buote First, in the fall of 2011, the Gorge C. Gordon Library at WPI (Worcester Polytechnic Institute) implemented the discovery tool system called Summon. Soon after installation, a survey and user study was conducted. Those 240 who participated included 72% undergraduates, 11% graduate students, 7% staff/administration, and 5% faculty. In summary, despite some frustrations, the discover tool was generally accepted and well-received by all of the major user groups at WPI. Survey respondents expressed that while Summon is not perfect; it is a good research tool which leads users to relevant sources on most topics. “It is an improvement on its predecessor” (Drew, 2012). The study concluded that people are in fact using the tool, where an average of 200 searches is performed each day, and on some days that number reaches to 800. The study concludes with a note reminding users that while Summons is a starting place for research, it cannot replace the highly specialized electronic resources and databases (Drew, 2012). A second study on user satisfaction with the discovery service Summon was conducted at Ryerson University, located in Toronto, Canada. The study utilized online questionnaires and inperson focus groups. Overall, results indicated a high level of satisfaction with the discovery service, although this was heavily influenced by the quality of search results over ease and use. Satisfaction ratings suggested that undergraduate and graduate student were very or moderately satisfied. Graduates (4.62%) were more dissatisfied with Summon than undergraduate students (2.2%). This may be a result of a preference for subject-specific databases, rather than a general search tool like Summon (Lundrigan, Manuel, & Yan, 2013). Another study on the usability of discovery tools was conducted at James Madison University, located in Harrisonburg, VA. This study ran a usability test on eight students and two faculty members. The test consisted of nine task focused on common patron requests or related 6 Katelyn Buote to the utility of specific discovery tool features. Software recorded participants’ actions and time on task, human observers judged the success of each task, and a post-survey questionnaire gathered qualitative feedback and comments from participants. The study concluded that participants were successful at most tasks, but specific usability problems suggested some interface changes for both EBSCO Discovery Service and JMU’s customizations of the tool (Fagan, Mandernach, Nelson, Paulo, & Saunders, 2012). The McQuade Library at Merrimack College will be implementing MACKsearch, an EBSCO Discovery Service (EDS), in either the fall of 2014 or spring of 2015. This study will evaluate user satisfaction of the newly implemented discovery tool. The review of the literature will help us apply what we have learned to this study. The literature leads us to believe that discovery tools are quickly emerging in libraries and becoming popular with researchers. While not perfect, discovery tools have a wide variety of features that researchers find appealing. The literature revealed that the most common complaint was that there is currently no available discovery tool that covers all searchable library systems. Therefore, discovery tools are not a replacement for highly specialized electronic resources or subject specific databases. However, further development of discovery tools might see more inclusive searches in the near future. Methodology Subjects Intended participants of this study will be students, staff and administration, and faculty of Merrimack College (MA) who use Merrimack’s McQuade Library. Since the McQuade Library is also open to the public, this survey may also include outside patrons. Invitations to 7 Katelyn Buote participate in the survey will be extended to the entire Merrimack College community. Participants will be self-selected on a voluntary basis. Instruments A survey questionnaire will be used to solicit users’ impressions of and satisfaction with the newly implemented discovery tool. The questionnaire will include questions about intuitiveness of the interface design, ease of using the interface, satisfaction with the interface itself as well as the results of the search, comparison with the previous interface/tools, and demographic information. The questionnaire will be offered in two forms, electronic and print. The electronic form will be available on the Library’s website or at http://tinyurl.com/po334ad. The print form will be available at the Library’s Help Desk on the Library’s first floor. Procedure During the fall of 2014 or spring of 2015, flyers will be hung announcing the study and inviting participation. Participants will be asked to complete this anonymous survey, that will then provide only general information of their status at Merrimack College, such as year (Freshman, Sophomore, Junior, Senior), type of user (student, staff and administration, faculty, or public patron), and majors or areas of teaching. The invitation will explain that the questionnaire is available at the Library’s Help Desk as well as on the Library’s website. The questionnaire available on the Library’s website will be hosted through GoogleDocs and interactive so that participants may complete and submit their responses from a computer in the library or in the comfort of their home, dorm room, or other location. The link to the questionnaire will be included within an announcement of the survey and its purpose. 8 Katelyn Buote The questionnaire available at the Help Desk will include a sign announcing the survey and its purpose, a stack of questionnaires, a container of sharpened pencils, and a sealed collection box for completed questionnaires. Both locations will be active for two weeks. The flyers, inviting participation, will be posted immediately after both locations are ready to receive participants. After the two week period is complete and surveys are collected, the data will be analyzed using graphs and charts and an executive summary will be drafted, which will be posted on the McQuade Library’s website. Results In this study, I hope to achieve a better understanding of user’s experiences and reactions to MACKsearch, the EBSCO Discovery Service (EDS) at the McQuade Library at Merrimack College. These finding will impact the McQuade Library in that it will give the librarians valuable information regarding how McQuade users interact with the EBSCO service. Thus, this will help the librarians provide better service to the Merrimack population by giving them information on how they can more efficiently instruct patrons when using the discovery tool. This information will help the librarians design more direct, effective, and efficient instruction options for patrons about using the discovery tool. Conclusions Discovery tools bring together the virtual library catalog and databases. Some predict that discovery tools may be the future of the catalog and others claim that discovery tools make the print collection more discoverable. The library, therefore, strives for patrons to have positive user 9 Katelyn Buote experiences and be accepting of the new discovery service, thereby using the discovery tool frequently to locate needed resources. Therefore, a pilot study that allows librarians to gauge user reaction and use will also permit librarians to design promotional and instructional materials to ease users through identified problems, thereby facilitating a more positive experience for all users. References Alderman, J. (2012). Discovery tool. Retrieved from http://www.unf.edu/~alderman/BLISS/discovery.html Allison, D. A. (2012, January). Discovery tools. Retrieved from http://www.slideshare.net/nebraskaccess/discovery-tools-you-can-compete-with-google Drew, C. (2012, March). The “ALL” search - are you finding what you need?. Retrieved from http://wp.wpi.edu/library/2012/03/22/the-all-search-are-you-finding-what-you-need/ EBSCO. (2014). Maximize the value and usefulness of your collection. Retrieved from http://www.ebscohost.com/discovery Fagan, J. C., Mandernach, M. A., Nelson, C. S., Paulo, J. R., & Saunders, G. (2012). Usability test results for a discover tool in an academic library. Information Technology and Libraries, 31(1), 83-112. doi: 10.6017/ital.v31i1.1855 Lundrigan, C., Manuel, K., & Yan, M. (2013, December). “Pretty Rad”: Explorations in user satisfaction with a discovery layer at Ryerson University. Retrieved from http://crl.acrl.org/content/early/2014/01/17/crl13-514.full.pdf 10 Katelyn Buote Appendix The McQuade Library Wants to Hear from You! We want to know your experience and opinions of the newly implemented discovery tool called MACKsearch. The brief questionnaire can be located at the circulation desk on the first floor of the McQuade Library or on the McQuade Library Website. If you have any questions, please contact Katelyn Buote at buotek@merrimack.edu. Thank You for Your Participation 11 Katelyn Buote MACKsearch Survey Submit Survey Here: Thank You for Your Participation 12 Katelyn Buote Cover Letter Katelyn Buote, MLS Student Southern Connecticut State University 501 Crescent Street New Haven, CT 06515 Dear McQuade Library Users, The McQuade Library is interested in learning about your experiences with the newly implemented EBSCO Discovery Service (EDS) called MACKsearch. We are asking your help by inviting you to participate in a brief survey that will help the library to assess how well the library is meeting the needs of the community and your experience, feelings, and concerns about the new discovery tool. My name is Katelyn Buote and I am an alumni student at Merrimack College. As part of my Master of Library Science degree at Southern Connecticut State University, I am conducting research to understand user satisfaction of the newly implemented EBSCO Discovery Service (EDS) called MACKsearch at the McQuade Library. I have constructed a questionnaire that can be located on the McQuade Library website or at http://tinyurl.com/po334ad and also at the Help Desk located on the first floor of the McQuade Library. The research study is voluntary and should only take about 10 minutes of your time. You may skip any questions you prefer not to answer, and you can stop at any time. Your answers will be anonymous and confidential. Your name and address will not be collected or recorded in any way. The data collected from this survey will be kept for a period of three years in a secure location and then destroyed. There are no known or anticipated risks to participation in this study, and there will be no costs to you for your participation. By filling out this survey, you are indicating your consent for your answers to be used in this research. If you choose to participate, please answer the questions on the brief survey. Your survey can be left in the collection box provided at the same location where you received it or directly submitted if you chose to take it online. If you have further questions, you can contact me through email (buotek@merrimack.edu). If you have any questions regarding your rights as a research participant, you may contact Southern Connecticut State University’s IRB officer at: (203) 392-5243. Thank you in advance for your assistance with this project. Sincerely, Katelyn Buote 13 Katelyn Buote Library Survey for McQuade Library Users Please take a few minutes to complete this short survey about MACKsearch. Online survey can be found at: http://tinyurl.com/po334ad 1. 2. 3. 4. 5. Please indicate the type of user that best describes you. (Student, Staff and Administration, Faculty, or Public Patron) __________________________________________________________________________ If you are a student, please indicate your year at Merrimack College. (Freshman, Sophomore, Junior, Senior, Graduate Student, Other, or Not Applicable) ____________________________________________ If you are a student or faculty member, please indicate your major(s) or areas of teaching. (If Applicable) (For example: science and math; creative arts; humanities, social science; professional studies, etc.) ______________________________________________________________________________________ How often do you use the library website? (Almost daily; at least weekly; at least monthly; infrequently) ______________________________________________________________________________________ What are some of the most common things you currently do on the library website? (Check all that apply) Search the library catalog for books (including audiobooks and eBooks), CDs, and DVDs Get basic library information (such as the hours of operation) Reserve books (including audiobooks and eBooks), CDs, and DVDs Renew a book, DVD, or CD Use online databases 6. 7. 8. Other ______________________________________________________________________________ Has a librarian spoken to you about MACKsearch? (Yes, NO, Not Sure)__________________________________________________________________________________ Have you used MACKsearch? (Yes, No, Not Sure)__________________________________________________________________________________ How do you feel about MACKsearch? Strongly Agree Agree Neutral Disagree Strongly Disagree It is easy to use. I can find materials I am looking for. The items I seek are usually in the top few search results. The text of headings and labels is easy to understand. The page layout is well organized. 9. For what information activities would MACKsearch be most helpful? ______________________________________________________________________________________ ______________________________________________________________________________________ 14 Katelyn Buote 10. For what information activities would MACKsearch be least helpful? ______________________________________________________________________________________ ______________________________________________________________________________________ 11. What would you say are the major advantages of MACKsearch? ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ 12. What would you say are the major problems with MACKsearch? ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ 13. If you were unable to find an item using MACKsearch, what would your next steps be? ______________________________________________________________________________________ ______________________________________________________________________________________ 14. Do you have any other comments or suggestions about MACKsearch? ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ 15