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Discovery Layer Decisions,
Configurations and Strategies
Science, Technology and Information in Libraries
– LIBWAY
17 September 2019
Ray Schwartz
Head of Library Information Systems
Cheng Library
William Paterson University
Wayne, New Jersey, USA
Outline
●What are discovery layers
●What brought about this topic and the five
libraries chosen
●How did they implement
●How have they assessed
●What modifications were made
●Conclusions
Discovery layers?
●Discovery interface
●Discovery tool
●Discovery service
●Discovery system
●Web-scale discovery
●Resource discovery service (RDS)
Attributes of discovery layers
●Web-based
●Highly customizable
●Independent of the ILS
●Catalog, commercial databases' metadata, open
access collections, institutional repositories
●Interface with search and retrieval capabilities,
with relevancy ranking and facets to narrow the
results
●Interoperability with a link resolver.

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Why this topic?
●Our library has been struggling with
discovery layer configuration for years
●Beginning 2014, we implemented Summon
●Summer 2015, we switched to EDS
●This summer we switched to Primo
Prior to and during our
implementation of Primo
●Contacted 5 academic libraries to inquire
about their processes and decisions
●Organized panels at 3 conferences from
October 2018 to June 2019
The libraries
●New School of New York City
●Ball State University of Muncie, Indiana
●Skidmore College of Saratoga Springs, New
York
●University of Michigan of Ann Arbor
●Temple University of Philadelphia
School # of
Students
# of
Undergrads
# of
Graduates
Faculty
- FT
Faculty
- PT
Degrees
New
School
13,000 7,000 3,000 400 1,700 Cert-Doc
Ball State 18,000 15,000 3,000 1000 - Assoc -
Doc
Skidmore 2,600 2,600 - 320 - Bachelor
U of Mich 46,000 44,000 2,000 2,800 700 Bac-Doc
Temple 40,000 30,000 10,000 1,500 1,500 Cert-Doc

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Discovery layer decisions, configurations and strategies
Summing Up
With the transition to networked electronic
resources and the ubiquitous use of google-like
searching. The pressure to implement a
discovery layer is very strong.
All choices of the five libraries are mostly based
on functional requirements and on the resources
available to the institution--not only budget funds
but also the ability to manage technical debt.
The New School, Skidmore and Ball State made
the decision to go with an industry product rather
than a custom built one (Primo, EDS, and
Summon respectively). While University of
Michigan and Temple chose a custom built
solution around the open source software
Blacklight.

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Discovery layer decisions, configurations and strategies

  • 1. Discovery Layer Decisions, Configurations and Strategies Science, Technology and Information in Libraries – LIBWAY 17 September 2019 Ray Schwartz Head of Library Information Systems Cheng Library William Paterson University Wayne, New Jersey, USA
  • 2. Outline ●What are discovery layers ●What brought about this topic and the five libraries chosen ●How did they implement ●How have they assessed ●What modifications were made ●Conclusions
  • 3. Discovery layers? ●Discovery interface ●Discovery tool ●Discovery service ●Discovery system ●Web-scale discovery ●Resource discovery service (RDS)
  • 4. Attributes of discovery layers ●Web-based ●Highly customizable ●Independent of the ILS ●Catalog, commercial databases' metadata, open access collections, institutional repositories ●Interface with search and retrieval capabilities, with relevancy ranking and facets to narrow the results ●Interoperability with a link resolver.
  • 5. Why this topic? ●Our library has been struggling with discovery layer configuration for years ●Beginning 2014, we implemented Summon ●Summer 2015, we switched to EDS ●This summer we switched to Primo
  • 6. Prior to and during our implementation of Primo ●Contacted 5 academic libraries to inquire about their processes and decisions ●Organized panels at 3 conferences from October 2018 to June 2019
  • 7. The libraries ●New School of New York City ●Ball State University of Muncie, Indiana ●Skidmore College of Saratoga Springs, New York ●University of Michigan of Ann Arbor ●Temple University of Philadelphia
  • 8. School # of Students # of Undergrads # of Graduates Faculty - FT Faculty - PT Degrees New School 13,000 7,000 3,000 400 1,700 Cert-Doc Ball State 18,000 15,000 3,000 1000 - Assoc - Doc Skidmore 2,600 2,600 - 320 - Bachelor U of Mich 46,000 44,000 2,000 2,800 700 Bac-Doc Temple 40,000 30,000 10,000 1,500 1,500 Cert-Doc
  • 18. Summing Up With the transition to networked electronic resources and the ubiquitous use of google-like searching. The pressure to implement a discovery layer is very strong.
  • 19. All choices of the five libraries are mostly based on functional requirements and on the resources available to the institution--not only budget funds but also the ability to manage technical debt.
  • 20. The New School, Skidmore and Ball State made the decision to go with an industry product rather than a custom built one (Primo, EDS, and Summon respectively). While University of Michigan and Temple chose a custom built solution around the open source software Blacklight.
  • 21. Best practices are needed but are difficult to develop because of ... ●Affordability of the products, testing, and maintenance ●Stability of the products ●Lack of cooperation between the vendors