Home | News & Events | Events | 2015 Events | NISO Webinars | March 11: Part 1: Is Granularity the Next Discovery Frontier?

NISO Two-Part Webinar: Is Granularity the Next Discovery Frontier?

Part 1: Supporting Direct Access to Increasingly Granular Chunks of Content

Wednesday, March 11, 2015

1:00 p.m. - 2:30 p.m. (Eastern Time)

Part 2 of this webinar, The Business Complexities of Granular Discovery, will be held on Wednesday, March 18.

System Requirements:

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About the Webinar

The rise of the Discovery System in the library world has helped to streamline searching for end users by providing them with search functionality that more closely resemble search engines like Google than traditional database searches. But with this streamlined search comes added expectations from users about their ability to drill down into content and retrieve more granular pieces of information—anything from book chapters and individual letters to the editor to specific graphs and images could conceivably be retrieved in a more granular search. What is needed to ensure that discovery systems can retrieve and display information below the publication level? What is the role of the content provider and the library in this scenario? How do libraries help end users find and use this content?

So, is granularity the next discovery frontier? In Part 1: Supporting Direct Access to Increasingly Granular Chunks of Content, this webinar will discuss the implications of granular content for user search interfaces and discovery engines.

For a deeper understanding of metadata and metadata standards, NISO published this open resource, Understanding Metadata.
Feel free to acess here on the NISO website: http://www.niso.org/publications/press/UnderstandingMetadata.pdf

For further reference, MJ Han provided the metadata schema, SPINEhttp://diglib.hab.de/rules/schema/emblem/emblem-1-2.xsd 

Agenda & Event Slides

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Nettie Lagace, Associate Director for Programs, NISO

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Working with Metadata Challenges to Support Granular Levels of Access and Descriptions
Myung-Ja (MJ) Han, Metadata Librarian University of Illinois at Urbana-Champaign Urbana, Illinois

As the library collects and provides more resources in digital format, new units of granularity have emerged in access and description. Digital surrogates or born-digital resources makes it possible for more granular levels of access, e.g., a book can be accessed at chapter level and page level in addition to a book or journal title as a whole. In order to provide these granular levels of access, metadata should be created in granular levels as well. This presentation discusses how the emerging needs of granularity of access and description makes the metadata and cataloging process a highly collaborative work, and suggests a way to design and create a metadata schema for describing granular levels of resources with examples tested at the University of Illinois at Urbana-Champaign Library.

Myung-Ja (MJ) Han is a Metadata Librarian and Associate Professor of Library Administration at the University of Illinois at Urbana-Champaign. Her main responsibilities consist of developing application profiles for digital collections and evaluating and enhancing cataloging and metadata work flows. Her research interests include interoperability of metadata, relationships between collection description and item-level metadata, issues on bibliographic control in the digital library environment, and semantic web and linked data.

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Granular Discovery: User Experience Challenges and Opportunities
Tito Sierra, Director of Product Management, EBSCO Information Services

Web-scale discovery services are transforming how users search the library. By combining print and electronic resources with full-text search indexing and relevance ranking, discovery services hold enormous promise in connecting library users to a diversity of high-quality information resources, quickly and easily. The challenge typically isn’t the availability of quality content in a discovery service, but navigating an abundance of content to identify the most relevant content for the user’s specific information need. High quality metadata is a critical ingredient in this process, as it enables intelligent relevance ranking, support for advanced search strategies, and useful post-search refinement options. However user research and log analysis indicates that most discovery service users bypass advanced search options and post-search faceted search refinement options in favor of basic keyword searching to locate content of interest. Delivering effective discovery and access to more granular slices of content requires not only more metadata, but more effective use of metadata and user context to help users locate the specific content of interest. Supporting increasingly granular discovery, while providing the Google-like ease-of-use that users have come to expect, is a major challenge. This presentation describes the user experience challenges associated with supporting more granular discovery, and concludes with several paths forward for future innovation in this space.

Tito Sierra serves as a Director of Product Management for EBSCO Information Services, and is responsible for leading search-related product development for EBSCO Information Services. Prior to joining EBSCO, Tito held technology leadership positions at the North Carolina State University Libraries and the MIT Libraries, where he recently served as the Associate Director for Technology. Tito earned a Masters of Science in Information Management from Syracuse University.

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From Unstructured Content to Granular Insights
Daniel Mayer, Vice President of Product & Marketing, TEMIS

Semantic enrichment is commonly used to identify business objects of interest (People, Companies, Products, terminology, etc…) mentioned in documents and augment their metadata to improve search and navigation. But the same technology can also be used to harvest information on business objects themselves. Documents that we index and search are a treasure trove of such business insights that can be extracted as triples and exploited standalone. In fact, a broad range of intermediary approaches exist to leverage content in increasingly granular ways. In this session we will showcase the principles and concrete examples of information applications built along such approaches. 

Daniel Mayer is Vice President of Product & Marketing at TEMIS, the leading provider of semantic content enrichment solutions for the Enterprise. In this capacity he is responsible for promoting, as well as shaping, the flagship Luxid® product range and its roadmap with a particular focus on Publishing and Enterprise Information Management applications. Prior to joining TEMIS, Daniel served for the past 15 years in a variety of marketing and product strategy functions throughout the IT value chain. Daniel holds both a Masters degree in Business from HEC, France and a Masters in Computer Science from ENST, France.

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Event Q&A

How do you provide an interface for creating the additional metadata? What kind of people enter it? (metadata specialists, or ordinary people?)

(Daniel Mayer, TEMIS): Our approach is to semi-automate metadata creation and provide the option for authors/editors to add or modify metadata. In some cases our customers enable readers to augment the metadata themselves.

From your log analysis of search terms, can you estimate the percentage of searches which are known vs. unknown searches? And what methods do you use for determining that?

(Tito Sierra, EBSCO): We estimate that known-item title searches account for between 15% and 25% of all searches on EDS. That figure is derived from a search log analysis we completed last fall. Regarding methods, we looked at 4000 random queries extracted from EDS transaction logs and manually coded these queries into four categories: Known-item, Topical/Exploratory, Names, Other/Ambiguous. We found that Public Library instances of EDS had the highest rate of known-item title searching at just under 30% of all searches and School (K-12) Libraries had smallest rate at around 5% of all searches. Academic libraries were under 20%. About 5% of queries (“Other/Ambiguous”) could not be coded based on analysis of the query alone and may include some known-item search intent.

Searching across all library resources is technically possible but still limited by the metadata sharing agreements between content providers and discovery service providers. Do you see that changing or evolving?

(TS): This is an important issue. Discussions are happening between discovery service providers in this area. I am optimistic these issues will be resolved in the future.

Also, why are Discovery Service providers so hesitant about sharing the user's search terms? This can go a long way in improving the user experience and highlighting the search hits for them.

(TS): I am not aware of hesitancy on the part of Discovery Service Providers to share search terms. Many EDS customers opt to integrate tools such as Google Analytics in their EDS profiles to track search terms and other usage behavior of interest.

The focus has been on journal article content, which is quite well established in discovery. Can you talk about the challenges of ebook content in terms of granularity? Do search results go to chapter/section which are highly desirable in making book content results relevant in discovery platforms?

(TS): The level of granularity accessible in a Discovery Service is dependent on the level of granularity provided by publishers and content providers. Some content providers already support chapter-level ebook indexing, with chapter-level full-text PDFs and abstracts, so we already support chapter-level granular discovery in EDS. The issue is less a technical issue than a business model issue.

(DM): A lot of content providers are now shifting to chapter- and section- based delivery. A key challenge is that as a result of this shift there are many more individual items to serve, and each item needs to be individually (one-by-one) characterized/described with individual metadata.

With the proliferation of different metadata schemas, when will have a universal identifer for metadata at the chapter/article level?

(TS): I don’t know if we will ever have a universal identifier for this. We certainly could benefit from standardized tagging/coding of the granularity-level.

Where is EBSCO discovery getting the subscription information? Through aggregators or through direct subscription?

(TS): EDS customers manage their own subscriptions/holdings information in EBSCO’s knowledgebase product. We offer tools to help migrate holdings data from other non-EBSCO knowledgebase tools.

How do you relate parts to whole in your data schemes? How do you see search/discovery/delivery systems using those?

(DM): This is one of the areas where thesauri/taxonomies and ontologies provide a lot of value. Thanks to the hierarchical relationships that they include, it becomes easy to navigate between part and whole (or between topic and subtopic) in either direction. For example it becomes easy to specialize search only to a specific subtopic or to generalize it to the category without having to explicitly name all individual instances. Thanks to the adoption of semantic enrichment techniques, such navigation schemes are becoming more and more common in end-user interfaces.


Registration closes on March 11, 2015 at 12:00 p.m. (ET)

Registration for both parts

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If paying by check, please use this PDF form for Part 1 only.

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Additional information

  • Registration closes at 12:00 p.m. (ET) on March 11, 2015. Cancellations made by March 4, 2015 will receive a refund, less a $25 cancellation. After that date, there are no refunds.
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