Diedre Caldbeck

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Entertainment

Published on January 4, 2008

Author: Chloe

Source: authorstream.com

OPAC Search & Navigation Success Story – North Carolina State University Deidre Caldbeck Endeca Technologies:  OPAC Search & Navigation Success Story – North Carolina State University Deidre Caldbeck Endeca Technologies Agenda:  Agenda Brief Company Overview Platform Overview NCSU Success Story Implementation Details Q&A Endeca’s mission:  Endeca’s mission To help people find, analyze, and understand information in ways never before possible Company growth through innovation:  Company growth through innovation Fastest growing Information Access company; average of 142% CAGR/yr Patented core technology (total of 9) 20% of Fortune 100 use Endeca Industry accolades & awards Endeca delivers business results:  Endeca delivers business results Endeca for Online Publishing Endeca for Directories Saved $500M through better consultant staffing analysis Endeca for Online Retail Conversion rate increased 30% Endeca for B2B eCommerce Conversion rate increased 75% Endeca for Website Search Page views increased 20% Content downloads increased 400% Slide6:  Cataloging / IA Backend User Interface Elements Of Information Retrieval Slide7:  Computerized Library – Cataloging / Backend Cataloging / IA MARC records Integrated Library System Backend Slide8:  Where is the Cataloging? Computerized Library – User Interface Slide9:  Search Tools for Information Overload: Query expansion Relevance ranking Sorting Slide10:  Search Tools for Information Overload: Query expansion Relevance ranking Sorting But this leaves us with 3 distinct problems… Million or None Search Frame Discovery Slide11:  Million or None – the Catch-22 of IR systems 650 Subject $y Time Per 651 Geo Information is inherently very sparse Even for expert searchers, traditional IR is “hit & miss” Compare to a game of “Go Fish” System knows all the answers, but can’t communicate them Slide12:  Search Frame User context - implicit Search Syntax Data ontology User context - latent ? Slide13:  Discovery, AKA Popular Press: The Long Tail How do you discover when you don’t know how to ask the question? See: Chris Anderson as published in Wired Magazine Endeca Information Access Platform:  Web-based Management Suite Empowers managers Right information at right time Context-sensitive presentation rules Endeca Information Access Platform Information Transformation Layer Enriches information Unites disparate sources Maintains, augments, creates relationships Data-driven App Components Rapid development of rich apps Pre-packaged capabilities Automatically adjust to changes in data and content Enterprise-class platform Scalability, reliability, security MDEX EngineTM Fundamentally better user experience Reveals relationships Encourages exploration and discovery Success Story North Carolina State University:  Success Story North Carolina State University Did you know?:  Did you know? A typical library of 1MM books spends approximately $20-30MM per year . . . To purchase them To catalog them To maintain/bind them To shelve them On systems that manage their circulation On real estate & building maintenance to house them On annual purchases to augment collections How do we get a return on that kind of investment? Purchase Decision:  Purchase Decision Lots of broad topical keyword searches Authority infrastructure underutilized No relevancy ranking of results NCSU - Pursuit of Features:  NCSU - Pursuit of Features Endeca Speed Relevance Ranking Faceted Browsing True Browsing (LC) Data-driven spell-checking Automatic stemming “Did you mean…” Hierarchical browsing Browsing in CONTEXT of search Scale & operational simplicity Ease of use Unicorn / Web2 As if… Last-in / First-out Authority index links Query required Dictionary lookup only No No No No No No Technical Overview:  Technical Overview Endeca co-exists with SirsiDynix Unicorn ILS and Web2 online catalog. Endeca indexes MARC records exported from Unicorn. Index is refreshed nightly with records added/updated during previous day. Basic Architecture:  Basic Architecture Raw Data Sources Endeca Studio Navigation Engine Indices Client Browser HTTP Offline Process Data Foundry Configuration XML Step 1: Data Transformation :  Step 1: Data Transformation Transform Data Foundry RecordXML Transform Rules XSLT scripts Set up Data Pipeline MARC  MARCXML  RecordXML Endeca Forge Activity: Transform data source(s) into RecordXML Step 2: Data Pipeline Editing :  Step 2: Data Pipeline Editing Endeca Foundry [RH CP6 + 008 CP23] Physical Form [008 CP22] Target Audience [008 CP24-27 + CP28 + CP33] Content Form [008 CP35-37] Language [650,654,656,657 $a + 6## $x] Subject - General [651 $a + 6## $z] Subject - Geographic [6## $d + 6## $y] Subject – Time Period [6## $v] Format Record Header …. 008 …. …. …. 650 $a 651 $a Geographic Subject 654 $a …. 656 $a 657 $a 6## $d, $y Time Period 6## $v Format 6## $x General, modifies $a 6## $z Geographic Subject Filters & Scripts Activity: Create orthogonal facets from MARC fields; clean up data Step 3: Create Advanced Search :  Step 3: Create Advanced Search Endeca Foundry 100-199 200-249 500-599 600-699 700-759 100-129 131-199 700-729 741-755 130 200-249 730 740 600-699 Activity: Use GUI in Dev Studio to designate fields as data properties, configure properties and options for Advanced Search Step 4: Create Dynamic Dimensions :  Step 4: Create Dynamic Dimensions Endeca Foundry Publication Date Language Content Form Target Audience Physical Form Subject – Other Name Subject – Person Name Subject – General Subject – Time Period Activity: Use GUI in Dev Studio to designate & configure Dynamic Dimensions. Underlying data automatically drives dimension category values. Step 5: Hierarchy Transformation :  Step 5: Hierarchy Transformation Transform Data Foundry DimensionXML Transform Rules scripts Break out Facets Class A – General Works Class B – Philosophy Class C – Auxiliary Sciences of History Class D – History, General and Old World Class E – History, America: US Class F – History, America: All Class G – Geography, Anthropology… Class H – Social Sciences Class J – Political Science Class K – Law Activity: Create and run a script to transform input hierarchies into DimensionXML. Atlernatively, for smaller hierarchies, can use GUI to build in the Developer Studio. Step 6: Create Edited Dimensions :  Step 6: Create Edited Dimensions Endeca Foundry LOC Classification Subject – Geography Activity: Use GUI in Dev Studio to designate & configure Edited Dimensions. Underlying data automatically matches to values from hierarchy; dead ends suppressed & stored for future matches. LOC Classification Class A – General Works Class B – Philosophy Class C – Auxiliary Sciences of History Class D – History, General and Old World Class E – History, America: US Class F – History, America: All Class G – Geography, Anthropology… Class H – Social Sciences Class J – Political Science Class K – Law Class L – Education … … Subject – Geography North America South America Europe Asia Africa 050 H1.xxx.xxx … RecordXML Book Records Step 7: Load Indices and Create UI :  Step 7: Load Indices and Create UI Data Foundry Navigation Engine Indices Endeca API ASP JSP .Net PERL Nav Engine DGraph (exe / binary) Activity: Use GUI in Dev Studio to designate & configure all dimension options. Underlying data automatically matches to values from hierarchy; dead ends are not shown, but stored for future potential matches. Use API and standard Web coding to modify reference implementation to final UI. Implementation Resources:  Implementation Resources One java-trained librarian (not a developer) working 30-40 hours per week for 14 weeks Worked with librarian from Digital Library Initiatives to do wireframing and fleshing out requirements (total of 40-60 hours) Project Management by Andrew Pace approximately 10 hours per week for 20 weeks Committee consisting of a cataloger for metadata issues and a reference librarian for interface issues – total of 2-4 hours per week over 12 weeks (combined) Pre-Endeca Catalog Search:  Pre-Endeca Catalog Search 6 search tabs 14 radio buttons 1-4 drop down boxes Endeca Catalog Search:  Endeca Catalog Search 3 search tabs No radio buttons 2 search boxes Keyword search default Slide31:  10. Library of Congress Classification 9. Availability Subject: Topic Subject: Genre Format Library Subject: Region Subject: Era Language Author Some User Reaction:  Some User Reaction “This is absolutely the coolest thing I've seen all century.” Will Owen, Head of Systems (UNC Libraries) “Also, I'm really digging the new NCSU library catalog. Very nice." - Educause staff (non-librarian) “The new Endeca system is incredible. It would be difficult to exaggerate how much better it is than our old online card catalog (and therefore that of most other universities). I've found myself searching the catalog just for fun, whereas before it was a chore to find what I needed.” - NCSU Undergrad, Statistics And just a handful of librarian blog excerpts: “The best library catalog interface I have come across to date.” “It’s brilliant — faceted browsing and relevance ranking really improve access. It makes the search experience closer to what users expect when searching on the web.” “NCSU libraries butcher the pig. Andrew Pace of the NCSU Libraries, who has said that making minor changes to library catalog systems is like putting lipstick on a pig, has unveiled a revolutionary new interface to their catalog.” Usability Testing & Stats:  Usability Testing & Stats 141,987 searches Feb 26- Mar 14 Future Plans:  Future Plans Ongoing tweaks: Continued usability testing Relevance ranking algorithms & spell correction thresholds Display fixes/enhancements Additional browsing options Endeca 2.0 ideas FRBR-ized display Discussions with OCLC regarding FAST (Faceted Access to Subject Terms) Patron-generated refinements Build detail page in Endeca with live item data from Oracle Shopping cart functionality for email/export of records Enrich records with supplemental content – more usable TOCs, book reviews, etc. The death of authority searching (?) Catalog is only the first step…:  Catalog A&I / FT DBs Serials Web Catalog is only the first step… Slide36:  Digital Repositories ERM System Faceted Search Legacy ILS Clustered Metasearch IR GS Thank You:  Thank You Contact Information: Chris Ash 617-621-7209 Cash@endeca.com Deidre Caldbeck 617-621-5043 Dcaldbeck@endeca.com

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