One Bureau s experience with Discovery, Search and Browse. Richard Huffine, Librarian Consumer Financial Protection Bureau 2017 OCLC WMS Users Group

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1 One Bureau s experience with Discovery, Search and Browse Richard Huffine, Librarian Consumer Financial Protection Bureau 2017 OCLC WMS Users Group

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3 In 2015, the CFPB Library adopted WMS and its discovery solution that integrated the management of both print and electronic resources. Implementation allowed the CPFB Library to expose their collections both to internal users and to the library community through WorldCat. The integrated catalog and discovery allows catalog records to co-exist with collection-level information, making discovery seamless regardless of form and format. As a new Bureau (created in 2010), CFPB did not have a library catalog prior to the adoption of this strategy so there was no migration of information from one system to another.

4 Discovery services allow libraries to identify the sources and services available to their users and a central index is built based on that profile. That profile is a Knowledge Base and Related Tools (KBART) file All discovery services generate KBART files: Primo Summon OCLC Discovery EBSCO EDS vufind (Open Source) For most discovery solutions, the KBART file drives search, display, link resolution and an A to Z list service.

5 Integrated print and digital availability; one is an OCLC record, the other from a purchased collection (Safari) Reflects availability; supports ILL requesting of materials not held by CFPB Faceted results allow you to narrow by format and select only things immediately available if necessary.

6 For items not held by the CFPB, a simple Interlibrary Loan request form allows staff to submit a request directly to the ILL workflow system.

7 The discovery service as integrated into the internal Website of the Bureau and branded Find It Now The service is also integrated into Google Scholar.

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10 For many libraries today, the challenge of discovering what the library has is one of too many options Many libraries have journals available from a number of vendors: Publishers Aggregators Historical Collections To find what they have, libraries have implemented discovery services to broker requests across the myriad of platforms they support.

11 We found that these discovery pathways didn t replace the kinds of serendipity that our users needed in order to understand the breadth and depth of our collections We found a service that could augment our search and discovery services with a browse interface to our journals Users can now find journals by subject, keyword, and also by ranking. The can also set up their own virtual bookshelves to follow specific titles that they read regularly. The system integrates with the KBART maintained by our discovery provider so no additional management is required to expose our materials in a new way.

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14 Subjects in Red Journals in BrowZine in Blue Titles outside BrowZine in Grey

15 Clicking on a Grey link takes users to the WMS discovery interface for that title.

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17 Link out to current articles 2. Add to bookshelf 3. Select earlier issues 4. Browse the subject

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19 Linking to titles with embargoes can be routed to interlibrary loan forms or directed to library staff to assist with obtaining copies.

20 Browse can be done on the desktop or on mobile devices. Employees use a pairing service to connect the app to the Agency account. Once paired, bookshelves are synced across platforms in real time. Authentication to full text resources can be done by proxy service or by registering the browse service IP addresses with providers.

21 Providing browse in addition to search and discovery helps employees have ownership in the titles we provide that they are most interest in. Subject categorization and journal ranking help employees find relevant titles they may not know are available. The graphical view of journal covers makes the broad availability a real and tangible reality of our users and demonstrates support for their research. Using the KBART produced for discovery and integrating with proxy services and interlibrary loan forms extend the value of those investments and helps make our tools work together seamlessly.

22 Questions? Contact information: Richard Huffine