ualbertalib / discovery

Discovery is the University of Alberta Libraries' catalogue interface, built using Blacklight
http://search.library.ualberta.ca
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Clarification document #1045

Closed ghost closed 6 years ago

ghost commented 8 years ago

Initial draft:

Bento Boxes, Formats, and Advanced Search

The new discovery system is designed to use data from multiple collections. Currently, the system presents results from the Symphony catalogue, the Ebsco Discovery Service (EDS), the SFX Link Resolver, and the list of databases in LibGuides.

However, the bento box design used on the main results page [image] breaks material down by format (book, ejournal, article, etc). Confusion arises because there is not a 1:1 mapping between data source and format. EDS and Symphony both contain more than just articles and books, and in fact some of the data sources overlap.

The ejournal pane contains only ejournals, and the database pane contains only databases, but for the books and more and articles and more panes, it's important to remember that those panes are predominantly books and articles, but also contain other formats.

The articles pane is also confusing because it is the only pane not populated with data we have a measure of control over. The results in the articles pane come from Ebsco Discovery Service, and are dependent on which databases are enabled or disabled in our EDS configuration. This also means that search options and filters are not the same as when searching the other collections. These too are dependent on how EDS is configured.

Because the articles pane uses EDS results, we can't use the same advanced search form for both EDS results and any of the other data sources. If you go to https://library.ualberta.ca/catalog?q=shakespeare, you will see results that include material from the books and more, ejournals, and database panes. This is because those three data sources are held locally, so we can search across all three collections at once. Because the EDS results are not stored locally, we can't search them at the same time as the other three data source.

(You may be asking why the main results screen contains results from all four data sources. This is because we built that page ourselves and it keeps all four data sources separate within the page. If you look at the other kind of result pages, you'll notices that they are limited to the data source they are searching.)

This leads us - for now anyway - to require two different advanced search pages. If you go to the main advanced search (https://library.ualberta.ca/advanced), you can search anything that's from one of our local data sources (Symphony, SFX, Databases). On that page, the green button that reads Go To Articles Advanced Search. That advanced search will search EDS.

theLinkResolver commented 8 years ago

@redlibrarian Related to this kind of documentation, and as we discussed in email, I've discussed with Ian the need to document an explanation of what we mean by "SFX journals" and the underlying collections and cataloguing policies. That it would be helpful to have this information captured in the appropriate context, so that it can be referred to from the discovery context without needing explanation within the discovery context (e.g. your clarification document).

I am pleased to report that this kind of documentation is intended to be part of a larger initiative to expand the scope of the Collections Information for Staff website to include Bib Services documentation. In the meantime, I will paste my own SFX explanation in this thread for @ualbertalib/discovery-testing to refer to.

theLinkResolver commented 8 years ago

What do we mean by SFX journals and how does this differ from journals in the classic catalogue? The majority of the e-journals in the catalogue link through SFX (i.e. are present in both sets of records) but there are some records which use direct links and do not have an SFX record equivalent. This includes most Canadian gov't publications (I'm broadening the definition of e-journal to e-serial, here) as well as some free/open access journals which are not in the SFX knowledgebase. There are also titles for which it is difficult or problematic to link through SFX, such as book series in Gale Virtual Reference Library, or short-lived titles that do not have corresponding access points in SFX. All of which is to say that not all of the ~96,000 e-journals in the catalogue are in SFX. (Specifically, about 19,000 are not in SFX/the e-journals search.)

Now, working the other way... the SFX knowledgebase is quite vast, and includes not only our core subscriptions and packages, but also titles in aggregators and free/open access titles. In terms of collections policy, we are primarily focused on cataloguing the core subscriptions and packages, with attention to aggregators particularly when they are the sole access point for a title, and with DOAJ considered the only free "collection" that is intended to get regular cataloguing attention. So about 77,000 of the SFX titles are in the catalogue, and the other 49,000 are only represented in SFX/the current e-journal search.