Article
Collection Usage Pre- and Post-Summon
Implementation at the University of Manitoba Libraries
Lisa
O'Hara
Head, Discovery and Delivery Services
University of Manitoba Libraries
Winnipeg, Manitoba, Canada
Email: lisa_ohara@umanitoba.ca
Received:
24 Oct. 2011�� Accepted: 11 Nov. 2012
�2012 O'Hara.
This is an Open Access article distributed under the terms of the Creative
Commons‐Attribution‐Noncommercial‐Share Alike
License 2.5 Canada (http://creativecommons.org/licenses/by-nc-sa/2.5/ca/),
which permits unrestricted use, distribution, and reproduction in any medium,
provided the original work is properly attributed, not used for commercial
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same or similar license to this one.
Abstract
Objectives �
This study examines the use of print and electronic collections both before and
after implementation of Summon at the University of Manitoba Libraries. Summon
is a web-scale discovery service which allows discovery of all of the materials
the library owns or has access to from a simple search box on the library�s web
page.
Methods �
COUNTER statistics were used to determine database, e-journal, and e-book
statistics, including database search statistics (DR1) from the COUNTER
Database Report 1, full-text article downloads from the COUNTER Journal Report
1 (JR1), and successful section search requests from the COUNTER Book Report 2
(BR2) for electronic resources. Sirsi, the University
of Manitoba�s integrated library system, provided statistics on checkouts for the
libraries� circulating print monograph and serial collections. The percentage
change from the pre-Summon implementation period to the post-Summon
implementation period was calculated and these numbers were used to determine
whether usage had increased or decreased for both print and electronic
collections.
Results �
As expected, searches in citation databases decreased because searches were no
longer being carried out in the native database as the metadata from the
database is included in Summon. E-journal usage increased dramatically and
e-book usage also increased for four of six providers examined. Print usage
decreased, but the results were inconclusive.
Conclusions �
Summon implementation had a favourable impact on collection usage.
Introduction
As illustrated by research
dating back to as recently as 2010 or as far back as the 1990s (if not
earlier), library discovery systems within the networked online environment
have evolved, yet continue to struggle to serve users. As a result, the library
(or systems supported and maintained by the library) is often not the first
stop for research � or worse, not a stop at all. Users have defected, and
research continues to illustrate this fact. (Vaughan, 2011,
p. 7).
For
many years, the University of Manitoba Libraries
(UML), like many academic libraries, have offered a wide variety of tools to
search for information. Books, audiovisual (AV) materials, and journals were
discoverable from the UML�s catalogue, but articles, statistics, and other
materials were discoverable only through specific databases, requiring
specialized instruction for users in selecting appropriate resources to search.
An external website review recommended that the UML implement a single search
box as a starting place for all searches for library materials. At the time,
the only service on the market was the Summon web-scale discovery service,
which offered a single search box searching the majority of the UML�s databases
and catalogue records. Summon was presented to the libraries� staff in 2009,
acquired late that year, and implemented in May 2010. Because Summon was a new
service to UML and to libraries in general, UML staff were interested in
monitoring the effectiveness of Summon,� and one way to do so was to compare
collection usage pre- and post-Summon implementation. It was expected that
clients would find more materials that were relevant to their searches, thereby
increasing the use of the UML collections.
Summon
was implemented at the UML as an-out-of-the-box service. At the time, Summon
allowed very little customization of order and placement of facets, fonts,
displayed information, and other aspects of the interface. Summon in different
libraries would differ in only in the branding and the content searched,
dependent on�
activation in the Summon knowledgebase of the individual
libraries� available content. Implementation therefore required little
decision-making, and the main work for UML�s staff involved making sure that
the data from the UML�s catalogue was appearing correctly and linking back to
the catalogue, and activating the electronic resources in the Summon
knowledgebase.
The
University of Manitoba is a doctoral-level university serving over 25,000
students, and the UML�s collections number over 1.8 million titles in 19
libraries, including 8 hospital libraries. Administration and technical
services are centralized for the 19 libraries, and the UML uses Sirsi Symphony version 3.3.1, but switched from the Web2
interface to eLibrary in summer 2011. The UML also
uses SFX as its OpenURL resolver and has implemented
Verde as its electronic resources management system. Access to over 300
separate databases in a variety of subjects is provided by the UML in support
of the university�s programs. These databases were made available using a
Drupal product, although migration to LibGuides took
place in summer 2011. The UML was the second library in Canada to adopt Summon
as its resource discovery tool and made it available on the UML�s homepage as a
single search option called �One Stop Search.�
Literature Review
Web-scale discovery tools first
came onto the market in 2008; articles and books on the topic are now beginning
to appear in the literature. There are many articles discussing the role,
advantages, and disadvantages of web-scale discovery services, such as Hoy�s
�An Introduction to Web Scale Discovery Systems� (2012) and Hoeppner�s
�The Ins and Outs of Evaluating Web-Scale Discovery Services� (2012). Jason
Vaughan also published a number of articles on the topic and, in 2011, wrote an
ALA technology report which discusses web-scale discovery, documents available
systems, examines their differences, and suggests questions librarians should
ask before acquiring a web-scale discovery system (2011). There have been other
reviews of various systems, most notably Ronda Rowe�s (2010) review of Summon,
EBSCO Discovery Service, and WorldCat Local in the Charleston Advisor, which identifies
some areas to consider when selecting a tool.
Implementation and decisions
surrounding system configurations have been discussed in a number of articles
and book chapters. Nara L. Newcomer (2011) and Anita Breckbill
(2012) look at selecting, configuring, and searching web-scale systems for
music-related information resources. More generally, implementation decisions
for various systems are discussed in the �Implementation� section of Planning and Implementing Resource Discovery
Tools in Academic Libraries, edited by Mary Pagliero
Popp and Diane Dallis (2012). In particular, there
are discussions on Summon implementation in a consortial
environment (Christel, Koehler, & Upfold, 2012), in two British academic libraries (Thoburn, Coates, & Stone, 2012), and at Montana State
University (Babbitt, Foster, & Rossmann, 2012).
Search satisfaction and
usability testing also receive a good deal of attention in the literature.
Julia Gross and Lutie Sheridan (2011) examine the
user experience with Summon, finding that students react favourably to the
simplified search, using it even when a different search tool might give them
better results. This was similar to a finding at the University of Manitoba
Libraries where the authors determined that while all participants searching
Summon found relevant materials compared to only 60% of those searching
pre-Summon, some searches would have retrieved better search results had they
been done with more refined tools (O�Hara, Nicholls, & Keiller,
2012).
Change in collection usage as a
result of the implementation of web-scale discovery tools is not as well
covered as other topics. Doug Way (2010) of Grand Valley State University
Libraries examined usage statistics over a three-month period post-Summon implementation, to find the impact of Summon on
collection usage at his institution. He determined that there was a dramatic
increase in the use of full-text resources and a dramatic decrease in the use
of abstracting and indexing databases. Jan Kemp (2012) at the University of
Texas at San Antonio also examined changes in collection usage post-Summon
implementation, finding that full-text article downloads increased by 23%.
Tonia Graves (2012), discussing the effects of a discovery layer on usage a
year after implementation, reports that �usage reports show a dramatic increase
in patron usage of WorldCat Local. Detailed reports
from WorldCat Local indicate that the lowest amount
of usage in a single month for the year of 2011 was higher than the highest
usage month in 2010� (p. 173).
Methods
To
examine changes in collection usage at UML, usage statistics were examined for
the year prior to Summon implementation (May 2009 to April 2010 inclusive) and
the two years after Summon implementation (May 2010 to April 2011 and May 2011
to April 2012 inclusive). As Way (2010) did, to ensure that measurements for
electronic resources were comparable, COUNTER statistics were used in the UML
study to find database, e-journal, and e-book statistics. These included
database search statistics (DR1) from the COUNTER Database Report 1 to measure
database usage; full-text article downloads from the COUNTER Journal Report 1
(JR1) to measure electronic journal usage; and successful section search
requests from the COUNTER Book Report 2 (BR2) to measure e-book usage. Because
electronic collections are dynamic and change is a constant, only platforms and
databases that were licensed by UML over the entire period of the study were
included. As well, only publishers, databases, and providers that reported
COUNTER statistics for the full period of the study were included. The majority
of UML�s publishers and providers supply COUNTER statistics, covering an
estimated 95% of the UML�s e-journal collections, less for other electronic
collections. For the more static print resources, Sirsi
statistics were used to determine changes in usage in the pre- and post-Summon
implementation periods, just as Kemp (2012) used OPAC circulation statistics
for the same purpose in his study. Other factors such as the increase or
decrease in size of collections, changes in collection policies, and
recommendations for the use of specific materials or collections by faculty
were not considered except peripherally in the discussion.
Results
Print
Resources
Print
resource circulation increased for monographs fairly steadily until Summon implementation,
when they began to decline slightly. Usage for print journals had been
declining steadily, but circulations actually increased by 3% over the previous
year in the final year examined. One factor affecting this increase might be
the addition of a print journal target to the SFX (OpenURL
resolver) menu at UML during this period. Adding the target allowed patrons
searching for an article in a citation database or in Summon to immediately
determine if the UML held the required journal in print. Prior to this, patrons
had to perform a separate search in the catalogue to find whether the journal
was held in print after they identified required journal articles.
�
Figure
1
Checkouts for print resources
2007-2012. a
a Note that
implementation took place in May 2010; statistics prior to that are pre-Summon
implementation and are given to provide some context for general trends in
print circulations at UML.
Database Use
Traditional
abstracting and indexing databases saw a fairly uniform decrease in usage
post-Summon, according to the usage statistics reported in the table below.
Table
1
Percent
Change in Database Searches by Database for the Period May 2009-April 2010 (Y0,
Pre-Summon) and May 2010-April 2012 (Y1 & Y2, Post-Summon)
Database
Name |
%Change
Y0-Y1 |
%Change
Y0-Y2 |
Average
Change |
Health
and Safety Science Abstracts |
-84.22% |
-95.29% |
-89.81% |
CSA
Social Services Abstracts |
-25.84% |
-84.09% |
-54.96% |
Conference
Papers Index |
-26.37% |
-79.42% |
-52.90% |
Environmental
Sciences and Pollution Abstracts |
-9.68% |
89.09% |
49.39% |
Biotechnology
Research Abstracts |
-20.66% |
-77.62% |
-49.14% |
Bacteriology
Abstracts (Microbiology B) |
-14.97% |
-74.57% |
-44.77% |
CSA
Linguistics and Language Behaviour Abstracts |
2.4% |
-82.37% |
-39.99% |
COS
Scholar Universe: Social Science |
5.56% |
-80.65% |
-37.54% |
GeoRef |
26.64% |
-91.57% |
-32.47% |
CSA
Worldwide Political Science Abstracts |
-16.49% |
-47.44% |
-31.97% |
Social
Work Abstracts |
-9.57% |
-49.57% |
-29.57% |
Child
Development & Adolescent Studies |
-10.58% |
-45.41% |
-27.99% |
Bibliography
of Native North Americans |
-8.83% |
-44.07% |
-26.45% |
America:
History & Life |
-7.38% |
-42.71% |
-25.04% |
Anthropology
Plus |
-7.44% |
-41.09% |
-24.26% |
Historical
Abstracts |
-6.99% |
-40.79% |
-23.89% |
ATLA
Religion Database with Serials |
-5.27% |
-41.84% |
-23.56% |
Peace
Research Abstracts |
-4.15% |
-39.70% |
-21.39% |
RILM
Abstracts of Music Literature |
-3.44% |
-38.66% |
-21.05% |
PsycINFO |
-33% |
-4.74% |
-18.87% |
CAB
Abstracts |
-3.36% |
-32.89% |
-18.13% |
SPORTDiscus |
1.15% |
-35.50% |
-17.17% |
CINAHL |
-9.36% |
-13.82% |
-11.59% |
Food
Science and Technology Abstracts |
9.85% |
-19.75% |
-4.95% |
GeoBase |
-2.45% |
-0.39% |
-1.42% |
Compendex |
8.63% |
0.11% |
4.37% |
Avery
Index to Architectural Periodicals |
-14.42% |
170.52% |
78.05% |
International
Pharmaceutical Abstracts |
106.70% |
91.83% |
99.26% |
Index
Islamicus |
-10.52% |
284.74% |
137.11% |
Risk
Abstracts |
-84.37% |
606.72% |
261.18% |
ARTbibliographies
Modern |
-19.64% |
664.15% |
322.26% |
METADEX |
-31.79% |
1186.49% |
577.35% |
Industrial
and Applied Microbiology Abstracts |
-20.45% |
2474.9% |
1227.22% |
TOXLINE |
-19.08% |
2561.01% |
1270.96% |
Toxicology
Abstracts |
-30.78% |
3050.9% |
1510.06% |
Ecology
Abstracts |
-18.82% |
3578.33% |
1779.75% |
Water
Resource Abstracts |
-18.93% |
3581.54% |
1781.30% |
Environmental
Engineering Abstracts |
-24.67% |
8462.44% |
4218.89% |
AVERAGE |
-11.65% |
668.96% |
328.66% |
Most
databases for which usage grew significantly post-Summon implementation were
migrated to the new ProQuest platform in 2012,
leading staff to suspect that the data were faulty. ProQuest
staff confirmed that the issue had also been reported by other libraries.
Therefore, the numbers in the table above for �% change Y0-Y2� cannot be
considered accurate for the ProQuest
databases (shaded in grey) and should be discounted; however, they were
included in the study because they constitute a significant portion of UML�s
citation databases. When the second-year post-Summon implementation data for
the ProQuest databases are removed, the average
change from the year before Summon implementation to the second year
post-Summon implementation is -11.68%, almost exactly the -11.65% change
experienced in the first year post-Summon implementation�
Electronic
Journal Use
The
majority of platforms saw a significant increase in successful journal
requests, with an average increase of almost 19% in the first year post-Summon
and an increase of 43% from the year before Summon was implemented to the
second year after implementation.
Figure
2
Average
e-books usage for the period May 2009-April 2010 (Y0, pre-Summon) and May
2010-April 2012 (Y1 & Y2 post-Summon)
Electronic
Book Use
The
UML provide access to all books and e-books through the library catalogue; a
bibliographic record for each e-book is loaded to Summon, with new acquisitions
being loaded weekly. This means that every e-book is available through Summon
via the catalogue whether the metadata is available in Summon�s
knowledgebase or not.
Average
usage of e-book platforms increased post-Summon implementation but usage of two
platforms dropped overall.
Table
2
Percent
Change in Successful Journal Requests by Platform for the Period May 2009-April
2010 (Y0, Pre-Summon) and May 2010-April 2012 (Y1 & Y2, Post-Summon)
Platform |
%Change
Y0-Y1 |
%Change
Y0-Y2 |
Average
Change |
Scitation |
-59.85% |
-52.46% |
-56.16% |
Poj |
-63.27% |
-42.86% |
-53.06% |
Newsbank |
-42.37% |
-59.27% |
-50.82% |
APS |
-40.18% |
-47.98% |
-44.08% |
ACS
Publications |
-36.03% |
-34.7% |
-35.37% |
IIMP |
-34.18% |
-34.32% |
-34.25% |
Project
Euclid |
-25.83% |
-21.32% |
-23.57% |
APS
Journals |
-10.14% |
-32.69% |
-21.42% |
MIT
Press Journals |
14.68% |
-46.63% |
-15.98% |
ProQuest |
5.51% |
-29.5% |
-12% |
ACM
Digital Library |
10.62% |
-32.71% |
-11.04% |
JSTOR |
-15.74% |
1.26% |
-7.24% |
SwetsWise |
-7.21% |
4.57% |
-1.32% |
Highwire
Press |
0.19% |
1.43% |
0.81% |
BioOne |
8.04% |
-0.21% |
3.92% |
Highwire |
3.73% |
11.22% |
7.47% |
EBSCOhost |
15.55% |
11.44% |
13.5% |
content.karger.com |
32.13% |
-5.08% |
13.52% |
BioMed
Central |
20.61% |
31.34% |
25.98% |
ScienceDirect |
19.21% |
41.6% |
30.4% |
nature.com |
14.5% |
50.02% |
32.26% |
Wiley |
34.48% |
50.1% |
42.29% |
Annual
Reviews |
44.1% |
41.6% |
42.85% |
IEEE
Explore |
24.47% |
67.61% |
46.04% |
Project
MUSE |
22.79% |
71.58% |
47.19% |
MetaPress |
11.32% |
87.67% |
49.49% |
rsc.org |
31.61% |
75.61% |
53.61% |
JNSPGOnline |
10.63% |
97.11% |
53.87% |
Periodicals
Archive Online |
49.96% |
66.08% |
58.02% |
IngentaConnect |
33.7% |
83.18% |
58.44% |
CJO |
41.77% |
82.46% |
62.11% |
GOLD |
52.05% |
75.8% |
63.91% |
internurse.com |
124.15% |
123.1% |
123.13% |
palgrave-journals.com |
136.06% |
126.6% |
131.33% |
Thieme
Journals |
15.02% |
295.6% |
155.31% |
MLA
Journals |
95% |
232.5% |
163.75% |
CAIRN |
170.48% |
303.81% |
237.14% |
AVERAGE |
19.1% |
43.07% |
31.08% |
Discussion
The
University of Manitoba�s examination of usage statistics did not reveal
unexpected results and was typical of the results found in the studies carried
out by Way (2010) and Kemp (2012). One area not examined in previous studies
was usage of print collections and the decrease in checkouts for print
collections at UML was not unexpected. However, there are other factors that
might also affect this decrease, including the purchase of large numbers of backfiles, weeding of the print collection, the movement of
materials to off-site storage, and a move to e-preferred purchasing. These
factors make it impossible to determine if the decrease in usage is due to
Summon or to the other factors and might be worth further study. wj
Although
Way (2010) described the drop in searches for core subject databases as
troubling, it is explained by the fact that usage is no longer tracked in the
native interface once citations are included in Summon. The almost uniform
decrease in usage of citation databases cannot be accurately measured until it
is possible to track usage by database within Summon itself. At present, the
source of citations returned from searches cannot be tracked or measured, so it
is impossible to determine whether citation databases within Summon are used or
useful. The fact that the decrease in usage statistics averaged -11% for both
years post-Summon implementation demonstrates that a significant amount of research
is still being conducted in these native interfaces and that they are still a
necessary acquisition for academic libraries.
For
electronic journals, the UML case study shows similar results to those found in
the case study Way (2010) conducted at Grand Valley State University Libraries.
He found that usage of full-text ejournals increased
�regardless of whether the content provider had directly partnered with Serials
Solutions to make their content available in Summon� (p. 219). Similarly,
UML experienced increases in usage for content not in Summon, as exemplified by
the 13.5% average increase in successful journal requests in the EBSCOhost platform. The UML results of an average increase
of 19% in successful searches in the first year post-Summon implementation are
very close to the results seen at the University of Texas at San Antonio, where
full-text downloads increased 23% in the same one-year period (2012).
E-book usage also increased on average for the
platforms surveyed. Because the UML are in the process of moving from a mainly
print-based monograph collection to an electronic monograph collection, it is
more difficult to state confidently that the average increase was due to Summon
implementation. Many other factors � including fluctuations in the size of the
e-book collections, availability of print books, implementation of
demand-driven acquisitions, not to mention the relevancy ranking algorithm used
by Summon itself � could affect the e-book usage statistics positively and
negatively. It is interesting that the two platforms that saw decreases in
usage, Blackwell Online Reference and Royal Society of Chemistry, have somewhat
similar content to Credo Reference Online and Springer, which both saw
increases in usage. This is certainly an area where further research could be
done.
Conclusion
Although
the study carried out at the University of Manitoba Libraries examined only
those platforms where COUNTER statistics were supplied, a number of conclusions
can be drawn. Summon implementation at UML has resulted in an increase in the
use of the UML�s electronic full-text collections. In fact, the similarity in
results among the UML study, Way�s study (2010), and Kemp�s study (2012) for
e-journals suggest that implementation of a web-scale discovery system will
increase usage of full-text e-journals in academic libraries. Although neither
Way nor Kemp examined e-book usage, the UML study indicates that the same is
true for full-text e-books, and so further study is needed in this area.
The
fact that citation database usage decreased with the implementation of a
discovery layer was not a surprise, since the searches are being conducted
within the discovery layer rather than in the native interface. In fact, it can
be argued that this decrease points to client satisfaction with Summon
searching, assuming that Summon is being used by some segment of the UML user
population in place of the native interfaces. However, because there is still
significant use of the citation databases recorded, they are still a necessary
acquisition.
Although
the decrease in print circulations is troubling, it is not possible to
determine whether it is the result of the implementation of Summon or other
factors, and it will be worthwhile to monitor these circulations in the future.
It will also be interesting to observe how resource discovery tools will
continue to affect collection usage as vendors and publishers provide better
metadata, and advances such as semantic web technology increase search
effectiveness.
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