supporting serendipitous discovery in the scholarly research process

43
Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks Make sure your volume is set appropriately Make sure you have followed the instructions on your keypad properly Make sure everything is plugged in properly to assure your devices are working correctly If you have audio or visual difficulties , please let us know via the Question box and we will be happy to assist you. Please Check Your Settings

Upload: sage-publishing

Post on 12-Feb-2017

607 views

Category:

Education


0 download

TRANSCRIPT

Page 1: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Make sure your volume is set appropriately

Make sure you have followed the instructions on your keypad properly

Make sure everything is plugged in properly to assure your devices are working correctly

If you have audio or visual

difficulties, please let us know via

the Question box and we will be happy to assist

you.

Please Check Your Settings

Page 2: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Beyond Search

Supporting Serendipity in the Scholarly Research Process

Page 3: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

While we do our best to answer as many questions as we can, time constraints may not allow us to answer every question. Thank you for

understanding.

Send us your questions!Send in your questions via the Question Box on your screen. →

Using Twitter? Use the hashtag

#SAGETalks.

Page 4: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Gary PriceEditor,

Library Journal’s infoDOCKET

SAGE White PapersLettie Conrad & Alan Maloney

http://bit.ly/23Z99d4

Page 5: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Lettie Conrad

• Executive Product Analysis Manager• Leads Discovery & Access programs

At SAGE, we take seriously our obligation to ensure readers get to the SAGE content they need as smoothly and effectively as possible wherever their starting point and regardless of their device.

Page 6: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Expecting the Unexpected

What do users need beyond search?How are those needs and expectations formed? Does demography or context impact these expectations?How are publishers servicing those indirect discovery needs?What happens when users aren’t sure what they’re looking for?

Page 7: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Research Methods

UX research Survey Interviews

Undergraduate Students u u

Masters/PhD Students u u

Faculty u u uContent & Tech

Providers u

Page 8: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Defining terms

• Types of search

• Known-item searching

• Exploratory searching

• Re-finding

• Don’t know what you need to know

SERENDIPITY!

Page 9: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

What is serendipity?

1. the finding of unexpected information (relevant to the goal or not) while engaged in any information activity

2. the making of an intellectual leap of understanding with that information to arrive at an insight.

Andre, P., Teevan, J., Dumais, S. T., ‘Discovery Is Never by Chance: Designing for (Un)Serendipity’, C&C ‘09, October 26-30, 2009, Berkeley, California, USA

Page 10: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Why does serendipity matter?• Students and researchers re-frame their information need as

they go

• Some useful information discoveries are unintentional

• People like serendipity: it delights users

Designing for serendipity may be the holy grail of the search experience.

Russell-Rose, T., Tate, T. (2013). Designing the Search Experience: The Information Architecture of Discovery. Waltham, MA: Morgan Kaufmann.

Page 11: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Beyond search

• Email alerts

• Following citations

• Human recommendations

• Machine recommendations / relatedness

Page 12: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Recommendations as discovery

90% faculty 78% students

Online recommendations are about as useful than those I receive from peers

Page 13: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Context is key!How important are the following factors when evaluating recommended content?

• Related to my field of study• Can access the full text• Recognize / trust the provider

Page 14: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 15: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Listed as "also read" by other users

From a recognized / trustworthy publisher

Recommended by a peer / faculty member

From a known author / expert

Uses your search terms / keywords

Titles that look interesting / compelling

Relevant to your field

Titles that appear relevant for your studies

0.00% 25.00% 50.00% 75.00% 100.00%

When presented with links to recommended content, which factors motivate you to click on one or more

such links? (check all that apply)

Faculty Undergrads

Page 16: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Content types – students

1. Journals2. Books3. Case studies4. Multimedia

Page 17: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Content types – faculty

1. Journals2. Books3. Stats / datasets4. Conference reports

Page 18: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Industry research

Page 19: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Alan Maloney

• Sr. Product Analyst, Taxonomy & Semantic Technology• Leads Interlinking & Metadata programs

Content is arguably the thing that a publisher should do best.

Page 20: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Unplanned discovery in context

● ‘Researchers’ expectations are being set not by improvements relative to the past but rather by reference to consumer internet services’*

* Schonfeld, R. C. (2015, March 26). Meeting researchers where they start: Streamlining access to scholarly resources. Retrieved from http://sr.ithaka.org?p=241038

Page 21: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Unplanned discovery in context

● ‘Researchers’ expectations are being set not by improvements relative to the past but rather by reference to consumer internet services’

● Amazon ‘integrates recommendations into every part of the purchasing process’*

* Mangalindan, J. P. (2012, July 30). Amazon’s recommendation secret. Fortune. Retrieved from http:// fortune.com/2012/07/30/amazons-recommendation-secret/

Page 22: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 23: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 24: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 25: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 26: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 27: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Unplanned discovery in context

● ‘Researchers’ expectations are being set not by improvements relative to the past but rather by reference to consumer internet services’

● Amazon ‘integrates recommendations into every part of the purchasing process’

● Spotify ‘uses playlists as the common currency’ to show users undiscovered music*

* Pasick, A. (2015, December 21). The magic that makes Spotify’s Discover Weekly playlists so damn good. Quartz. Retrieved from http://qz.com/571007/the-magic-that-makes-spotifys-discover-weekly-playlists-so-damn-good/

Page 28: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

(Pasick, 2015)

Page 29: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Is academic discovery different?

• Objectives are (slightly) different• There’s not as much data• Consumer psychology focuses on retail• Academic content is more personal

http://blogs.lse.ac.uk/impactofsocialsciences/2015/04/09/academic-promotion-scholars-popular-media/

Page 30: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

The popular-personal continuum

Popular Personal

Big data Small data

Network-driven Content-driven

mass market retail

entertainment

scholarly research

Page 31: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

(Our) principles for serendipitous discovery

• Academic research is personal.• Content-focused, not behaviour-focused.• Point of serendipitous discovery is the current, specific

information need.• Serendipity should be unexpected.• Serendipity happens when people cross boundaries.• Serendipity is only useful when someone can make

sense of the surprise information.

Page 32: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 33: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 34: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

(Our) principles for serendipitous discovery

• Content-focused, not behaviour-focused.• Point of serendipitous discovery is the current, specific

information need.• Academic research is personal.• Serendipity should be unexpected.• Serendipity happens when people cross boundaries.• Serendipity is only useful when someone can make

sense of the surprise information.

Page 35: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 36: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 37: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 38: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 39: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 40: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

(Our) principles for serendipitous discovery

• Content-focused, not behaviour-focused.• Point of serendipitous discovery is the current, specific

information need.• Academic research is personal.• Serendipity should be unexpected.• Serendipity happens when people cross boundaries.• Serendipity is only useful when someone can make

sense of the surprise information.

Page 41: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Page 42: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

While we do our best to answer as many questions as we can, time constraints may not allow us to answer every question. Thank you for

understanding.

Send us your questions!Send in your questions via the Question Box on your screen. →

Using Twitter? Use the hashtag

#SAGETalks.

Page 43: Supporting Serendipitous Discovery in the Scholarly Research Process

Los Angeles | London | New Delhi | Singapore | Washington DC | Melbourne #SAGETalks

Webinar recording, slides, and follow-up Q&A will be emailed to you and available on sagepub.com/sagetalks

Thank you!

Alan Maloney [email protected] Lettie [email protected]

Be sure to check our website for updates on our webinar series!

SAGE White Papers

http://bit.ly/23Z99d4