Scope and methodology issues


The user interface: content integration



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The user interface: content integration





  1. OPAC developments

As stated above, Web OPACs have become almost universal and de rigueur in present day library systems. Web OPACs generally offer a wide range of search options. They may incorporate information retrieval techniques such as word stemming, truncation, weighted searching, use of fuzzy match search logic, natural language processing; they may provide enriched subject access, or enhanced content. They may (e.g. Fretwell-Downing’s OLIB) provide automatic spelling correction of common terms. They frequently provide the ability for a reader to save searches via email. Self-service features, such as reader-initiated reservations, renewals, equipment bookings, and document ordering, are common; the trend is towards “borrower empowerment” (Saffady 2000). The interfaces may incorporate extensive search limiting or browsing features. The vendor may offer access to the catalogues of other libraries via a Z39.50 client; such access may be an important component of resource sharing and hybrid library initiatives, as well as enriching the content of the OPAC itself . (Beheshti 1997). It is common now also for OPACs to be able to display book jacket images, tables, of contents, abstracts and reviews. (Breeding 2002c). Babu and O’Brien (2000) provide a detailed overview of currently available Web OPAC functionality.


Two developments appear to underlie these trends:


  1. Steve Coffman’s well-publicised piece “Building Earth’s largest library…” (Coffman 1999), which made a appeal for library catalogues to become more like online bookshops in terms of the content offered to the reader, offering features, such as self-service issue and return, pictures of book jackets, access to reviews, the ability to compile book lists, and recommendations for similar titles based on previous purchasing decisions (see also Block, 2001)

  2. A considerable body of evidence from research conducted in the early 1990s that OPAC searching benefits considerably from the addition of information to enrich the bibliographic record, such as tables of contents (reviewed by Matthews 1997).

Surpass’s OPAC is perhaps the most obviously “Amazon-ised” of those currently available. Surpass offers the facility for a reader to look at book jackets and reviews, to submit their own reviews, and to create a ‘book bag’, which may be used later to generate a reading list. The enhanced content is syndicated from a content provider. Another notable product is SIRSI’s iBistro, which includes enhanced OPAC content.

Web OPACs have obvious major advantages that:


  1. the user is offered access via the browser, integrating the OPAC with other information sources

  2. using the USMARC field 856 it is possible to include URLs within the bibliographic database, creating live links to digital objects, or enabling the association of print and digital sources within a bibliographic record

  3. they are highly customisable; search types can be defined, and special interfaces, e.g. for children or disabled users, can be provided

  4. cross references, and links to full text sources, can be provided via hyperlinks

  5. the basic navigation conventions of the search interface, while sometimes questionable in themselves (Ridley 2000) are familiar to the reader.

However, they have the disadvantage of requiring relatively high Internet bandwidth to run at an acceptable speed, owing to their inherent slowness. Where enhanced content is provided, this is an additional expense for the system vendor, and is not always relevant or useful for special libraries (Gordon 2001).


Some features specified as desirable by researchers, which have been implemented in experimental OPACs, e.g. automatic query expansion (Fieldhouse and Hancock-Beaulieu 1994), the ability to read selected contents (Lease Morgan 1998) and the use of VRML as an aid to navigation (Rhyno 1997a), have not to my knowledge yet been implemented in any commercial systems.20 Some commentators have described the enhancements in functionality provided by Web interfaces to OPACs as “cosmetic” and failing to address more fundamental problems of OPAC searching (e.g. Ortiz-Repiso and Moscoso 1999).
2) Portals, customisation, and personalisation
There is a broader trend of offering user interfaces to library collections and services in the form of Web portals, often incorporating personalisation technologies (e.g. Balas 2001, Anon. 2001). There have been several well-known experimental projects using personalised interfaces14. More recently, vendors have begun to provide products which not only provide a Web interface to the catalogue, but enable librarians to build portals which effectively act as hybrid library interfaces, since they offer integrated access to a variety of information services: local or remotely hosted, print-based or digital, bibliographic or full-text. Portals are “systems which gather a variety of useful information resources into a single ‘one-stop’ web page, helping the user to avoid infoglut, or feeling lost on the Web” (Looney and Lyman 2000). They may include a variety of services such as e-mail updating, chat areas, online payment facilities, and reference access via videoconferencing. Underlying this development, again, are several trends:


  1. A body of recent studies of information seeking behaviour which suggests that searchers, particular in younger age groups, are becoming reluctant to make use of library catalogues, finding them slow and irrelevant, and prefer Web search engines as their search tool of first resort (e.g. Leibovich 2000, Davidson 1999, Tennant 2001, Jackson 2002)

  2. The success and influence of commercial portals such as MyNetscape, MyYahoo, etc. in terms of enhanced visibility, accessibility, and interaction with users;

  3. The competition to libraries presented by commercial information portals such as WebFeat, Ebrary and Questia (Davidson 1999);

  4. The results of focus group studies among groups of students, which suggested that they are often confused by the plethora of choices facing them (Lease Morgan 1999).

Thus, personalised portal interfaces are perceived primarily as a solution to the problem of information overload (Tennant 1999). Their other aims are to provide traditional library services via a Web interface, to provide an organised context for information (Stevens 1998), and to “brand” the library (Lease Morgan 1999). They enable readers to set up personal information systems (Lakos and Gray 2000). For librarians, they are a way of countering Web-induced marginalisation of the library already referred to, and also of enhancing the usability of Web-based services.


Among recently-developed commercial portal products for libraries are SIRSI’s iBistro, ExLibris’s MetaLib, OCLC’s WebExpress, Esprit’s XDirectory, MuseGlobal, and Fretwell-Downing’s ZPORTAL. SIRSI’s system provides a Web interface which is designed specifically to market the library and its resources, i.e. to place them at the forefront of the reader’s awareness. Its interface is explicitly “search engine-like” in its design and terminology. iBistro provides access to a selection of MARC-catalogued Web sites maintained by SIRSI; enhanced OPAC content (reviews, tables of contents, synopses); alerting to new accessions based on a stored customer profile; integration with content providers (NorthernLight, SiteSource); and Z39.50 enabled searching across other library catalogues. Within the library systems market generally, it is observable that content providers are entering the arena (Barry 2000b;. cf. above, p.5).
The integration of local as well as remote content can be an important function for academic and special libraries (Cornford 2001). Cibbarelli (1999) states that it is desirable to “have the online library system function as the document management system, or at least to interface with the [organisation’s] document management system”. According to Tim Twine of EOSi 15, it is now very difficult to sell library systems to corporate libraries that do not offer some measure of this sort of integration, both at the systems and at the user interface level. Interesting products of this kind are on offer from the Esprit Soutron Partnership; its NOTEbookS system interfaces with Lotus Notes, while the Inmagic product portfolio includes intranet tools as well as library systems. It is advantageous for academic library portals to be able to interface with VLEs (Virtual Learning Environments).
It remains to be seen how useful the personalisation features of commercial portal products will prove in practice. Neilsen (1998) is critical in general of personalisation systems which are not directly under the user’s control, or which do not allow the user to select what is of interest at a specific time. Lease Morgan (2001) observes that customisation of library interfaces can be a double-edged sword; while it assists librarians in being more proactive on the part of their readers, privacy is a serious issue, as is the time involved in system maintenance. Moreover, Ghaphery and Ream (2000) found that only a small percentage of the registered users of MyLibrary (an experimental library portal) seemed to find it useful as an enduring access point for their research, and that the system was of much less use for occasional library users than for regular ones. For a detailed discussion of library portal solutions, the reader is referred to the recent report by Cox and Yeates (2002b)



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