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1 IUG 2005: Session F 3 – Metafind Forum Metasearching & Tec de Monterrey’s 1 IUG 2005: Session F 3 – Metafind Forum Metasearching & Tec de Monterrey’s Digital Library Alejandro Garza Digital Library R&D alejandro. [email protected] mx May 2, 2005 IUG 2005: Session F 3: Metafind Forum

2 In brief: We redesigned our Digital Library from scratch, and are now using 2 In brief: We redesigned our Digital Library from scratch, and are now using Metafind …sort of. IUG 2005: Session F 3: Metafind Forum

3 Background • About Tecnológico de Monterrey – Private, 80 k+ students, 30+ different 3 Background • About Tecnológico de Monterrey – Private, 80 k+ students, 30+ different cities – Library System: 2 M volumes, running Millennium since 2003. • Our Digital Library in 2003 – Over 40 fulltext databases – Users complained about complexity, not finding information, are “Googled. mx” – Did some research, looked at Metafind • We decided we wanted… – – – One DL page for 30+ libraries Show users “their” local databases Catalog to list “everything” (paper & electronic) Know what users were doing Be “easier” (single sign-on, faster, less terminology, common language/icons/placement) IUG 2005: Session F 3: Metafind Forum

4 Timeframe • 2003/2004: prototype, DL v 3. 0 – – User-centered design, 4 4 Timeframe • 2003/2004: prototype, DL v 3. 0 – – User-centered design, 4 testing iterations Combined in-house & Metafind “engines” Serials Solutions + in-house cataloguing Web. Bridge testing • Aug-Dec 2004: Beta testing – 1, 000 metaqueries daily, 45% returning some results – positive opinions • Jan 2004: v. 3. 0 Release – 6, 000 metaqueries daily – Some trouble at first: • 2 weeks of Intermittent server problems/crashes • Solved within 2 weeks: new software, hardware… IUG 2005: Session F 3: Metafind Forum

How it looks Home page: http: //biblioteca. itesm. mx/ IUG 2005: Session F 3: How it looks Home page: http: //biblioteca. itesm. mx/ IUG 2005: Session F 3: Metafind Forum For a full demo visit http: //biblioteca. itesm. mx/demo 5

Meta. Busca progress page 6 • Hidden IFRAME calls metasearch module, which updates status Meta. Busca progress page 6 • Hidden IFRAME calls metasearch module, which updates status in real -time via Javascript. • Unlike Metafind, search waits for all sources to finish (stoppable) IUG 2005: Session F 3: Metafind Forum

7 Meta. Busca results Tabbed results, collapsible “history” panel. IUG 2005: Session F 3: 7 Meta. Busca results Tabbed results, collapsible “history” panel. IUG 2005: Session F 3: Metafind Forum

Meta. Busca: advanced search Patron record’s HOMELIB field determines which databases are offered. IUG Meta. Busca: advanced search Patron record’s HOMELIB field determines which databases are offered. IUG 2005: Session F 3: Metafind Forum 8

9 Meta. Busca: search tips Searches are suggested when a query fails to produce 9 Meta. Busca: search tips Searches are suggested when a query fails to produce results. IUG 2005: Session F 3: Metafind Forum

10 Alerts service Saved searches are run weekly in user-selected databases. IUG 2005: Session 10 Alerts service Saved searches are run weekly in user-selected databases. IUG 2005: Session F 3: Metafind Forum

11 How it works • Millennium server – Main user database for DL, Web. 11 How it works • Millennium server – Main user database for DL, Web. Opac, WAM, Webbridge • Solaris server – Sun. One Webserver + PHP + Zend Enabler + My. SQL – Cache of user data • metafind 2. iii. com – Queried by software, not directly by users – HTML results page is parsed for metadata • Lots of glue – Expect, Google, Cookies, Javascripts in Web. Opac • Lots of automation – access logging, error logging – monitoring of WAM/Web. Opac response times & server load IUG 2005: Session F 3: Metafind Forum

12 What’s going on • Normal hours: ~200 simultaneous users – 25% Web. Opac, 12 What’s going on • Normal hours: ~200 simultaneous users – 25% Web. Opac, 25% Meta. Busca – 50% doing “other stuff” inside DL (renewals, using a single database…) • Metasearching stats for March 2005: – 2, 312 daily Meta. Busca sessions – 3. 06 metaqueries per session • # of DBs selected in “advanced” search: 9 avg; 28% queried one DB; 80% queried 1 -13 DBs; however 9. 7% query all 53. • Time: 19 seconds avg. ; 35% under 5 seconds; 80% under 37 seconds. – 1. 99 result pages viewed per query – 0. 98 results viewed per query IUG 2005: Session F 3: Metafind Forum

13 What’s next • On the drawing board… – Better (? ) relevance ranking 13 What’s next • On the drawing board… – Better (? ) relevance ranking – “Best bets” results from Web. Opac, etc. available while Meta. Busca is working – “Easier” DB selector – Quick filtering of search results • Do more research – Do something about “Googled” patrons doing a lot of searching in spanish (content is mostly in english) – How to recommend users other relevant DBs they did not search – What are you doing? • And--about Metafind… – – Ask for faster profiling of DBs What is the development roadmap? Request improvements Think about local installation of MF IUG 2005: Session F 3: Metafind Forum

14 In closing… • Redesigned for use; had to involve users • Quite a 14 In closing… • Redesigned for use; had to involve users • Quite a few issues: human, tech, and humantech • Meta. Busca is “star” • Still a lot to do! And a thought… Users do not have the same informationseeking abilities we do; how do make this fact our responsibility and help them? IUG 2005: Session F 3: Metafind Forum

15 Thank you! alejandro. garza@itesm. mx http: //biblioteca. itesm. mx/demo/ IUG 2005: Session F 15 Thank you! alejandro. [email protected] mx http: //biblioteca. itesm. mx/demo/ IUG 2005: Session F 3: Metafind Forum