discovery, learning, discovery, learning, teaching: the library

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Discovery, Learning, Discovery, Learning, Discovery, Learning, Discovery, Learning, Teaching: The Library Teaching: The Library Teaching: The Library Teaching: The Library as an Integral Part of Higher Education as an Integral Part of Higher Education as an Integral Part of Higher Education as an Integral Part of Higher Education Christine Stohn Christine Stohn Christine Stohn Christine Stohn Senior Product Manager, Discovery and Delivery

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Page 1: Discovery, Learning, Discovery, Learning, Teaching: The Library

Discovery, Learning, Discovery, Learning, Discovery, Learning, Discovery, Learning, Teaching: The Library Teaching: The Library Teaching: The Library Teaching: The Library as an Integral Part of Higher Educationas an Integral Part of Higher Educationas an Integral Part of Higher Educationas an Integral Part of Higher Education

Christine StohnChristine StohnChristine StohnChristine Stohn

Senior Product Manager, Discovery and Delivery

Page 2: Discovery, Learning, Discovery, Learning, Teaching: The Library

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TOPICS

Users studies – What do users need?

Discovery concepts and ideas

Discovery and library services: A Core Part of Higher Education

Leganto – a new reading list solution

Page 3: Discovery, Learning, Discovery, Learning, Teaching: The Library

Users come with different expectations

Access to a known

book or article

Get a quick overview

of a specific topic

Find materials for a

course assignment

Locate the latest articles in

a specific field

Obtain data for a

research project

Page 4: Discovery, Learning, Discovery, Learning, Teaching: The Library

User Studies - Purpose

� Challenge assumptions and gain new insights

� Who are the (potential) users and what do they need?

� Understand differences and similarities

� Identify recurring themes

� Cluster them into groups with the same characteristics

� Create Personas and identify common themes

� Enhance discovery experience and effectiveness

Ex Libris Ltd., 2015 - Internal and Confidential

Page 5: Discovery, Learning, Discovery, Learning, Teaching: The Library

Methodology

� Library reported user scenarios

� Workshops with librarians from different institutions

� Harvard University workshop, with participation from Harvard University,

Brandeis University, CUNY, Boston College, Boston University, NYU

� Oxford University workshop

� User interviews/questionnaires

Ex Libris Ltd., 2015 - Internal and Confidential

Page 6: Discovery, Learning, Discovery, Learning, Teaching: The Library

Recurring themes Recurring themes Recurring themes Recurring themes –––– User User User User groupsgroupsgroupsgroups

• Students often need to build up terminology first

• Graduates to understand their research area first and then narrow it down

• Undergraduates to gain more knowledge for papers/projects

• Undergraduate students take most of their resources from

reading lists/set text books – but there are exceptions

Page 7: Discovery, Learning, Discovery, Learning, Teaching: The Library

Recurring themes Recurring themes Recurring themes Recurring themes –––– User User User User groupsgroupsgroupsgroups

� Faculty members and researchers know their core publications

� they are usually (but not always) interested in the newest material

� they often follow citation trails to find similar material

� they may also follow author trails (known authors and co-authors)

� Graduates and researchers

� tend to look for thorough lists

� often work on projects where they need an overview as well as

very specific aspects of a topic

Page 8: Discovery, Learning, Discovery, Learning, Teaching: The Library

Recurring themes Recurring themes Recurring themes Recurring themes –––– SubjectsSubjectsSubjectsSubjects

� Undergraduates in the humanities work often on papers and

essays and need literature for that

� Undergraduates in the sciences work towards exams and are

often satisfied with text books, they use other literature for

occasional tasks

� Also noteworthy - the same subject is not taught in the same

way in every country: Example Medicine

Page 9: Discovery, Learning, Discovery, Learning, Teaching: The Library

Many users include learning as a desired part of their

information research, e.g. to build up terminology

Researchers/Grad. Students like to follow trails to find

relevant material

Different disciplines and academic grades behave

differently and have different expectations

User Studies User Studies User Studies User Studies ---- conclusionsconclusionsconclusionsconclusions

Ex Libris Ltd., 2015 - Internal and Confidential

Integration with other institutional tools and services is of

key importance

Page 10: Discovery, Learning, Discovery, Learning, Teaching: The Library

Discovery core conceptsDiscovery core conceptsDiscovery core conceptsDiscovery core concepts

� Search and find

� Exploration

� Learning

� Personalization

Ex Libris Ltd., 2015 - Internal and Confidential

Page 11: Discovery, Learning, Discovery, Learning, Teaching: The Library

Exploring the vicinity: Virtual browse

Page 12: Discovery, Learning, Discovery, Learning, Teaching: The Library

Seeing a preview: Featured results

Page 13: Discovery, Learning, Discovery, Learning, Teaching: The Library

Exploring article relations: The bX Recommender

Page 14: Discovery, Learning, Discovery, Learning, Teaching: The Library

On an exploration trail: The bX Recommender

Page 15: Discovery, Learning, Discovery, Learning, Teaching: The Library

15

Library services: A Core Part of the Higher Education Environment

Resource

ManagementPrint, Electronic & Digital

DiscoveryUnified Discovery & Delivery

Resource

ManagementPrint, Electronic & Digital

DiscoveryUnified Discovery & Delivery

Teaching &

LearningResearch

Institutions

Student life

Page 16: Discovery, Learning, Discovery, Learning, Teaching: The Library

Student

Mobile apps

16

Reading

List

Course

Management

Institutional

Portals

Content

Repositories

Google

Library services: A Core Part of Higher Education Environment

Resource

ManagementPrint, Electronic & Digital

DiscoveryUnified Discovery & Delivery

Resource

ManagementPrint, Electronic & Digital

DiscoveryUnified Discovery & Delivery

Page 17: Discovery, Learning, Discovery, Learning, Teaching: The Library

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 17

Page 18: Discovery, Learning, Discovery, Learning, Teaching: The Library

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 18

Page 19: Discovery, Learning, Discovery, Learning, Teaching: The Library

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 19

Page 20: Discovery, Learning, Discovery, Learning, Teaching: The Library

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Page 21: Discovery, Learning, Discovery, Learning, Teaching: The Library

Everything discoverable with different entry points

Library collections

Electronic resources

Research data sets

Digital Repositories

Research Guides

E-Reserves

Page 22: Discovery, Learning, Discovery, Learning, Teaching: The Library

Student

Mobile apps

22

Leganto

Course

Management

Institutional

Portals

Content

Repositories

Google

AlmaPrint, Electronic & Digital

Resource Management

PrimoUnified Discovery & Delivery

AlmaPrint, Electronic & Digital

Resource Management

PrimoUnified Discovery & Delivery

Library services: A Core Part of Higher Education Environment

Page 23: Discovery, Learning, Discovery, Learning, Teaching: The Library

Current challenges with resource listsCurrent challenges with resource listsCurrent challenges with resource listsCurrent challenges with resource lists

• Complex and disintegrated processes to create them

• Manual work required, year after year

• Often, instructors bypass the library

• Copyright clearance is sometimes ignored

• Usage information is not always logged

• Non-traditional materials are transparent to the

library

• New teaching methods, such as massive open online

courses (MOOCS), require new practices

Page 24: Discovery, Learning, Discovery, Learning, Teaching: The Library

A reading list with crossA reading list with crossA reading list with crossA reading list with cross----system workflows: system workflows: system workflows: system workflows: LegantoLegantoLegantoLeganto

• Instructors create, maintain, evaluate, and share

resource lists and monitor their use

• Students access materials, share their views, and

suggest additional materials

• Librarians make materials available through the

library management service and track their use

• Supports cross-system workflows: Course

management system, library management and other

Page 25: Discovery, Learning, Discovery, Learning, Teaching: The Library

Course

Management

Discovery Library

Management

Authentication

Copyright

Clearance

Service

Resource

lists

CrossCrossCrossCross----system workflowssystem workflowssystem workflowssystem workflows

Page 26: Discovery, Learning, Discovery, Learning, Teaching: The Library

Blackboard

Primo Alma

Authentication

Copyright

Clearance

Service

Leganto

CrossCrossCrossCross----system workflowssystem workflowssystem workflowssystem workflows

1

An instructor wishes to

add a book chapter to

next week’s class.

2

He logs in,

3

… chooses the

course and the

week,

4

… and opens the

course resource list.

5

The instructor enters

the book title and finds

the book in Primo.

6

He then adds it to the

resource list with a note for

the library (‘Chapter 6,

please’).

7

Next, an automated

notification is sent to Alma

and triggers the relevant

Alma workflow.

8

The task is assigned to

a librarian who

processes the request.

9

The book chapter

is scanned.

10

Copyrights

cleared.

10

When done,

item is ready

for use.

Page 27: Discovery, Learning, Discovery, Learning, Teaching: The Library

The interfaceThe interfaceThe interfaceThe interface

Page 28: Discovery, Learning, Discovery, Learning, Teaching: The Library

Adding items from external webpagesAdding items from external webpagesAdding items from external webpagesAdding items from external webpages

Page 29: Discovery, Learning, Discovery, Learning, Teaching: The Library

Adding items from external webpagesAdding items from external webpagesAdding items from external webpagesAdding items from external webpages

Page 30: Discovery, Learning, Discovery, Learning, Teaching: The Library

Adding items from external webpagesAdding items from external webpagesAdding items from external webpagesAdding items from external webpages

Page 31: Discovery, Learning, Discovery, Learning, Teaching: The Library

Adding items from external webpagesAdding items from external webpagesAdding items from external webpagesAdding items from external webpages

Page 32: Discovery, Learning, Discovery, Learning, Teaching: The Library

My collectionMy collectionMy collectionMy collection

Page 33: Discovery, Learning, Discovery, Learning, Teaching: The Library

Our Our Our Our LegantoLegantoLegantoLeganto development development development development partnerspartnerspartnerspartners

Partners

Page 34: Discovery, Learning, Discovery, Learning, Teaching: The Library

Student

Mobile apps

34

Reading

List

Course

Management

Institutional

Portals

Content

Repositories

Google

Library services: A Core Part of Higher-Education Environments

Resource

ManagementPrint, Electronic & Digital

DiscoveryUnified Discovery & Delivery

Resource

ManagementPrint, Electronic & Digital

DiscoveryUnified Discovery & Delivery

Teaching &

Learning

Student life

Research

Institution

Page 35: Discovery, Learning, Discovery, Learning, Teaching: The Library

Thank youThank youThank youThank [email protected]

© 2015 Ex Libris | Confidential & Proprietary35