Author: Michelle Gerry (page 1 of 4)

Relevancy Ranking Search Results in WorldCat@OSU

When you search a discovery service such as WorldCat@OSU, the results are ranked in a particular, non-random order. Why are some results at the top of the list? Why are other results buried on page 7? How does a user make sure he or she gets back the best, most relevant possible results?

An interesting post by Ryan Regier from June, 2015 entitled “Relevancy Ranking in Discovery Services” compared the different ways he found that results are ranked and displayed by the discovery services  Ebsco, ExLibris Primo,  and ProQuest Summon.

But the relevancy ranking for OCLC WorldCat Local  was not included in that post, and I realized it may be a question our users have.

To answer that, we turn to WorldCat Local Frequently Asked Questions:

Question

How does relevance ranking work in WorldCat Local?

Answer

WorldCat Local determines relevance in the same way as WorldCat.org, but also factors in the holdings of your library to elevate locally-owned items in search results.

There are several components to the WorldCat Local relevance algorithm:

  • The search terms in the author then title fields are weighted first, then the rest of the fields of the record
  • Term frequency
  • Proximity of the terms to one another
  • Recency (more recent items are weighted more heavily)
  • How widely held
  • Locally held items are surfaced to the top of the results if the library chooses this as the default sort 

Regarding the last bullet point, OSU Libraries sorts locally held results in the following order:

  1. OSU Libraries (including materials available at the Health Sciences and Moritz Law Library)
  2. OhioLINK academic libaries consortium
  3. SearchOhio public libraries consortium
  4. All other libaries with holdings in OCLC

And back to the FAQ:

Question

Can my library configure its own relevance algorithm for a WorldCat Local installation?

Answer

No. The relevance algorithm is maintained by OCLC for all libraries that use WorldCat Local. OCLC regularly evaluates and adjusts its algorithm to ensure your users receive the best possible result sets.

Another feature of WorldCat Local (WorldCat@OSU) that can affect the ranking of results is FRBR.  We return to the FAQ:

Question

How does the FRBR algorithm used in WorldCat.org affect a library’s local holdings display in WorldCat Local?

Answer

Items derived from a source work are combined into work sets using the FRBR algorithm developed by OCLC Research. Multiple-language items are placed into their own work sets so that they may be represented separately within the search results… in WorldCat Local, the representative records for the work sets are those items that are the most widely held or the most widely held that are also held by the institution/group.

More information is available from the WorldCat Local FAQ.

 

WorldCat Discovery Workshop

On Wednesday, June 17, Applications Development and Support hosted a WorldCat Discovery workshop lead by Kathy Kie, Senior Training Coordinator at OCLC.   The purpose of the workshop was to offer hands-on training for library faculty and staff who typically use WorldCat First Search for research, collection development and other purposes.  The workshop had the added benefit of providing an opportunity for attendees to give feedback to OCLC staff while the resource is still in development.

Attendees were provided a thorough overview of WorldCat Discovery. Handouts were provided with tips for both basic and expert searching within the resource. Because Discovery is slated to replace WorldCat FirstSearch at the end of 2015, those in attendance were naturally most interested in the performance of the advanced search features.

Kathy Kie provided handouts with a list of exercises to familiarize users with how Discovery functions.  For example:

  • Locate a sound recording for the Marriage of Figaro. Filter the results to only display items in the eMusic format.
  • Locate an article on digital preservation from the Journal of Information Science.

For those of you who are interested in learning more about WorldCat Discovery and were unable to attend the workshop, you are invited to register for the 1 hour webinar, “Ready, Set, GO: Making the move from FirstSearch to WorldCat Discovery.” This webinar takes place Thursday, July 30 starting at 2:00 pm.

You can also register to view a training session recorded in May 2015:

This OCLC Support page offers detailed information about what search by index within WorldCat Discovery:

And finally, for an overview of basic searching in WorldCat Discovery, watch this brief video:

Questions? Please contact me!

Michelle Gerry/614.688.3512

OhioLINK Data Center Move, June 12 – 13

All OhioLINK hosted services will be down Friday, June 12, 6pm – Saturday, June 13, 12pm (noon), while all OH-TECH organizations are moved to a new data center at the State of Ohio Computing Center.

Affected services will include:

OhioLINK mailing lists will not be affected by the outage, and OhioLINK staff will communicate with membership via email and social media (http://twitter.com/ohiolink and http://facebook.com/ohiolink) if necessary during the maintenance window.

If you have any questions or concerns regarding this, please submit a request to Hub,

Sierra Enhancements: Winning Ballot Items

Many libray staff were asked to vote from a list of suggested enhancements to improve the Sierra integrated library system. I appreciate everyone’s input on this important process. Our votes were added to the votes of all members of the Innovative  Users Groups, and the winning ballots are below.

These winning ballots are submitted to Innovative and play a key role in providing feedback so that Sierra can better function for all of us.  I am very pleased that many of the items that OSUL staff chose were winning ballot items.

Continue reading

Planned Sierra Downtime

The Library IT department is replacing the Sierra application server on Monday, March 16 beginning at 6:00 pm. That date falls at the beginning of Spring Break when the number of people affected by the downtime will be diminished.

While the server is being replaced, searching the local library catalog and accessing your library patron record will not be available. We don’t expect the system to be down for more than three hours while we replace the server, but we will send out an update should that time be extended for any reason.

Anyone experiencing an issue with Sierra should report it immediately to Hub.

 

Library Website Timeline

Even though it may seem like the library site has had our current look for some time, in fact, it has gone through many iterations. Let’s take a look back courtesy of the Wayback Machine. Click on each image to view it full size in a new window.

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Expanded vs. Compact Browse

Sierra offers two options for browsing through results: Expanded and Compact Browse.  Which do you prefer?

Expanded Browse provides a preview of information about each title: the format, selected fields from the bibliographic record, and a summary of attached records (i.e., item, order, checkin). If the user hovers the mouse over the information icon, even more detail displays:

ExpandedMoreInfoView

 

Compact Browse is beneficial for those who want to want to view more results on the screen without having to continually scroll down to locate the desired record. The Compact Browse view might be selected when inputing a broad query that will likely result in a long list of records.  Similar results are grouped together and will display when the user clicks the plus sign next to each result:

OpenBranch

Choosing how to Browse

To change the way search results display:

  1. Click Admin from the top menu bar.
  2. Choose Settings
  3. From the Setting window, click on the Display tab
  4. Under the heading Browse Options, check or uncheck the box for Compact Browse
  5. Click OK to close the window
  6. Log out and back in to Sierra to view the new browse option at work.

Display

 

 

Update to Sierra Scheduled for October 27

Sierra Release 1.2.2

An update to Sierra–Release 1.2.2–is scheduled for Monday, October 27. The updated is expected to resolve several known issues. After the update is complete, Applications Development and Support will send a message requesting that staff restart the Sierra Desktop Application in order to install new files.

Issues Resolved

Problem saving work while updating in Create Lists and moving forward/backward using keystroke commands

Description: Unable to update and save records, or move forward/backward between a group of records in Create Lists using keystroke commands.

Browse Query not identifying all results

Description: Searching on order records with specific limiters in Browse Query returned only 104 results; performing same search in Create Lists returned 222 results.

Circulation Override Reports do not display

Description: After updating to Release 1.2.1, Circulation Override Reports could no longer be accessed.

Not receiving bibliographic updates with headings report

Description: When ‘Exclude records without Cat Date’ is checked in Headings Reports, no Headings Reports appear, even though Headings Reports should contain records with Cat Date.

ERM fixed field can’t be queried in Create Lists

Description: After an update was made to an Electronic Resource Management fixed field, in Create Lists the error message “Error occurred processing query” displayed when trying to query on that field.

Link Resolver Branding Update in WorldCat Local

The Link Resolver button in WorldCat @OSU is now branded with Find It @OSU. Functionality remains the same, but the new text “Find It @OSU” aligns with the standard text found across all OSU e-resource platforms and replaces the previous, often confusing “Check for Electronic Resources” button.

FindIt2

Clicking the ‘Find It @OSU’ button will allow our users access to articles, ebooks and other electronic content.

Reporting any issues, enhancements, or errors resulting from the Link Resolver should now be reported through the e-Resources Troubleshooting Form in HUB.

 

 

New feature of Sierra helps remind you about Sierra Password Best Practices

A new feature has been enabled for all Sierra users. Now that Sierra users are being asked to change their password every 180 days, Applications Development and Support has enabled a feature that will remind users when they log into Sierra 10 days prior to their password expiration date to change their password.

After logging in to Sierra, a window will display that looks similar to this:

 

SierraPWExpireWarning_180

When users click the ‘Update Now’ button, they will be able to change their password, and will be guided to use appropriate password complexity:

  • No less than 8 characters in length
  • Contain at least one character from each of the following character sets:
    • Uppercase letters:  A-Z
    • Lowercase letters:  a-z
    • Numerals:  0-9
    • Special characters (all keyboard characters including spaces, not defined as letters or numerals): `~!@#$%^*()_-+={}[]\|:;”‘ <>,.?/
  • You may not use an ampersand (&)

Please read Sierra Password Best Practices for more information. If you have any issues with your Sierra password, you can submit a ticket to Hub.

 

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