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<p class="MsoNormal">Thank you, Robert! This looks very helpful.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Regards,<o:p></o:p></p>
<p class="MsoNormal">Leah<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Leah Donley<br>
Research Library - Building 477<br>
Brookhaven National Laboratory<br>
Tel: 631-344-7469<br>
Email: </span><a href="mailto:donley@bnl.gov"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#0563C1">donley@bnl.gov</span></a><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Robert Heaton <robert.heaton@usu.edu> <br>
<b>Sent:</b> Wednesday, November 07, 2018 4:40 PM<br>
<b>To:</b> Donley, Leah <donley@bnl.gov>; 'eril-l@lists.eril-l.org' <eril-l@lists.eril-l.org><br>
<b>Subject:</b> RE: Discovery System/ILS comparison charts<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Leah,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">We have not gone through the process of considering and selecting a discovery system recently, but we have found this article very helpful in framing our planning: Joseph Deodato, “Evaluating web-scale discovery:
A step-by-step guide,” <i>Information Technology and Libraries</i>, vol. 34, no. 2 (2015),
<a href="https://ejournals.bc.edu/ojs/index.php/ital/article/view/5745/pdf">https://ejournals.bc.edu/ojs/index.php/ital/article/view/5745/pdf</a>. It gives example user surveys, sample searches for testing relevancy ranking, questions by category to ask vendors
in an RFP, and a scoring-rubric template. There’s enough detail there that you’d need to pick and choose the processes and criteria that best apply to your needs.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Another helpful resource is Mary Pagliero Popp & Diane Dallis (eds.),
<i>Planning and Implementing Resource Discovery Tools in Academic Libraries</i>, 2012, Information Science Reference/IGI Global. Along with other valuable information, chapter 8, “Designing an evaluation process for resource discovery tools,” by David Bietila
and Tod Olson, includes two “checklists”: one for evaluating technical features, the other for evaluating user-facing functions. There would still be some work to define something like a rubric, expanding on what you’re looking for in each feature area. I
hope I’m not out of line in reproducing those tables here:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="color:#1F497D">Table 1. Technical evaluation checklist with sample requirements<o:p></o:p></span></i></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="margin-left:-.4pt;border-collapse:collapse">
<tbody>
<tr style="height:13.9pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;background:#E6E7E8;padding:0in 0in 0in 0in;height:13.9pt">
<p class="MsoNormal" align="center" style="margin-left:-3.0pt;text-align:center">
<b><span style="color:#1F497D">Technical Feature<o:p></o:p></span></b></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border:solid #231F20 1.0pt;border-left:none;background:#E6E7E8;padding:0in 0in 0in 0in;height:13.9pt">
<p class="MsoNormal" align="center" style="margin-left:-3.0pt;text-align:center">
<b><span style="color:#1F497D">Important Issues<o:p></o:p></span></b></p>
</td>
</tr>
<tr style="height:42.8pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><i><span style="color:#1F497D"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Hardware requirements<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Affects cost of ownership<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Backup or development server may be desired<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Hosted applications require no local hardware purchase<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Tradeoff between cost and local control of environment<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:33.2pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><i><span style="color:#1F497D"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Operating system requirements<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Staff must be able to support the OS, keep up with patches, security, system monitoring<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Overhead is different depending on a familiar OS vs. unfamiliar; bringing in a new OS will place additional demands on staff<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:33.2pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Indexing performance and capacity<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Indexing may affect search performance, or require a dedicated indexing host if at a large scale<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Complete re-index vs. incremental updates<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Issues of scale with respect to the data (records or full text) and the number of simultaneous users<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:14.0pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:14.0pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Search responsiveness<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:14.0pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Do the users perceive a performance problem?<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:23.6pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:23.6pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Server downtime requirements<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:23.6pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Users increasingly expect 24 by 7 uptime<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Locally-hosted systems may require some maintenance window<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:42.8pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><i><span style="color:#1F497D"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Ongoing maintenance requirements<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Regular backups<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Frequency of software updates<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Staff time required for software updates<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Data management issues, e.g. regular imports<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:33.2pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Staff skills required for ongoing operations and maintenance<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">OS administration skills<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Any required programming or scripting skills<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Familiarity with application operation and configuration<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:33.2pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Configuration options and customization<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Visual customization and branding<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Display of data fields, labels<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Choice of data types and sources to include in indexes<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:23.6pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:23.6pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Support for importing local data, supported data formats<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:23.6pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Can key local collections or data sources of local significance be added?<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Supported data formats (MARC, Dublin Core, etc.)<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:52.4pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:52.4pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><i><span style="color:#1F497D"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Integration APIs and output formats<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:52.4pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Possible to integrate with other applications:
<o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="color:#1F497D;margin-left:-21.0pt;mso-list:l1 level2 lfo2">
incorporate results into other systems<o:p></o:p></li><li class="MsoListParagraph" style="color:#1F497D;margin-left:-21.0pt;mso-list:l1 level2 lfo2">
launch searches into the discovery tool<o:p></o:p></li></ul>
</ul>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Are the APIs well-documented? Do they conform to existing standards?<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Ensure support for needed formats, e.g. XML APIs, SRU, RSS feeds, etc.<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:23.6pt">
<td width="206" valign="top" style="width:154.35pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:23.6pt">
<p class="MsoNormal" style="margin-left:-3.0pt"><span style="color:#1F497D">Browser requirements<o:p></o:p></span></p>
</td>
<td width="394" valign="top" style="width:295.7pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:23.6pt">
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Must work equally well with all major Web browsers<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:21.05pt;text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Does not require JavaScript to be turned on<o:p></o:p></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="color:#1F497D">Table 2. Functional evaluation checklist<o:p></o:p></span></i></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="margin-left:-.4pt;border-collapse:collapse">
<tbody>
<tr style="height:13.9pt">
<td width="142" valign="top" style="width:106.6pt;border:solid #231F20 1.0pt;background:#E6E7E8;padding:0in 0in 0in 0in;height:13.9pt">
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="color:#1F497D">Functional Area<o:p></o:p></span></b></p>
</td>
<td width="458" valign="top" style="width:343.4pt;border:solid #231F20 1.0pt;border-left:none;background:#E6E7E8;padding:0in 0in 0in 0in;height:13.9pt">
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="color:#1F497D">Specific Features<o:p></o:p></span></b></p>
</td>
</tr>
<tr style="height:81.2pt">
<td width="142" valign="top" style="width:106.6pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:81.2pt">
<p class="MsoNormal"><span style="color:#1F497D">Content<o:p></o:p></span></p>
</td>
<td width="458" valign="top" style="width:343.4pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:81.2pt">
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">handling of content types, data formats, and metadata formats<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">coverage<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:55.5pt;text-indent:-.25in;mso-list:l0 level2 lfo4">
<![if !supportLists]><span style="font-family:"Courier New";color:#1F497D"><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">the range of particular article databases and electronic resources included in the index<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">stop words<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">language support<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:55.5pt;text-indent:-.25in;mso-list:l0 level2 lfo4">
<![if !supportLists]><span style="font-family:"Courier New";color:#1F497D"><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">non-english searching<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:55.5pt;text-indent:-.25in;mso-list:l0 level2 lfo4">
<![if !supportLists]><span style="font-family:"Courier New";color:#1F497D"><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">storage and display of non-english data<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:55.5pt;text-indent:-.25in;mso-list:l0 level2 lfo4">
<![if !supportLists]><span style="font-family:"Courier New";color:#1F497D"><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">support for unicode-encoded text.<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:42.8pt">
<td width="142" valign="top" style="width:106.6pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoNormal"><span style="color:#1F497D">Search<o:p></o:p></span></p>
</td>
<td width="458" valign="top" style="width:343.4pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">advanced (or fielded) searching<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Boolean searching<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">nested searching<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">wildcards and truncations.<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:42.8pt">
<td width="142" valign="top" style="width:106.6pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoNormal"><span style="color:#1F497D">Query expansion<o:p></o:p></span></p>
</td>
<td width="458" valign="top" style="width:343.4pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">search suggestions<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">related or synonymous search terms<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">spelling suggestions<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">optional federated search features.<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:71.6pt">
<td width="142" valign="top" style="width:106.6pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:71.6pt">
<p class="MsoNormal"><span style="color:#1F497D">Results<o:p></o:p></span></p>
</td>
<td width="458" valign="top" style="width:343.4pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:71.6pt">
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">search performance<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">sorting options<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">deduping of results<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">support for export to citation management tools<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">search refinements<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">faceted browsing of results<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">relevance ranking<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:33.2pt">
<td width="142" valign="top" style="width:106.6pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoNormal"><span style="color:#1F497D">Record management<o:p></o:p></span></p>
</td>
<td width="458" valign="top" style="width:343.4pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:33.2pt">
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">saving searches and records<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">adding tags or personal content<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">annotation or manipulation of saved content.<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:42.8pt">
<td width="142" valign="top" style="width:106.6pt;border:solid #231F20 1.0pt;border-top:none;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoNormal"><span style="color:#1F497D">Administration<o:p></o:p></span></p>
</td>
<td width="458" valign="top" style="width:343.4pt;border-top:none;border-left:none;border-bottom:solid #231F20 1.0pt;border-right:solid #231F20 1.0pt;padding:0in 0in 0in 0in;height:42.8pt">
<p class="MsoNormal" style="margin-left:24.0pt;text-indent:-.25in;mso-list:l0 level1 lfo4">
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<p class="MsoNormal"><span style="color:#1F497D">Robert Heaton<br>
Collection Management Librarian<br>
Utah State University Libraries<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Eril-l <<a href="mailto:eril-l-bounces@lists.eril-l.org">eril-l-bounces@lists.eril-l.org</a>>
<b>On Behalf Of </b>Donley, Leah<br>
<b>Sent:</b> Wednesday, November 7, 2018 7:32 AM<br>
<b>To:</b> 'eril-l@lists.eril-l.org' <<a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a>><br>
<b>Subject:</b> [Eril-l] FW: Discovery System/ILS comparison charts<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’m realizing that I didn’t word my question very well. That being said the responses I’ve received so far have been very helpful!
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’m hoping for a form, maybe a chart or question-based (or perhaps something better that I’m not thinking of!) that we can use while evaluating the various platforms to compare their various features and functionality. So something that
will allow us to compare the nitty gritty (and big picture) functionality as it relates to our local workflows. The feedback I received from staff after the demos we saw was helpful, but not very focused. We’re a small staff and somewhat specialized in our
roles so I’m really interested in being able to compare how each product would work beyond “I really like this” or don’t like this and not really looking at the details (although the initial gut reactions are of course helpful too).<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks again,<o:p></o:p></p>
<p class="MsoNormal">Leah<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Leah Donley<br>
Research Library - Building 477<br>
Brookhaven National Laboratory<br>
Tel: 631-344-7469<br>
Email: </span><a href="mailto:donley@bnl.gov"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#0563C1">donley@bnl.gov</span></a><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Eril-l <<a href="mailto:eril-l-bounces@lists.eril-l.org">eril-l-bounces@lists.eril-l.org</a>>
<b>On Behalf Of </b>Donley, Leah<br>
<b>Sent:</b> Tuesday, November 06, 2018 11:15 AM<br>
<b>To:</b> <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> [Eril-l] Discovery System/ILS comparison charts<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Has anyone used a comparison sheet/chart etc. when looking at Discovery Systems and/or Library Services Platforms? I’m looking for something to guide us and organize our thoughts as we utilize various platform trials from different vendors.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you,<o:p></o:p></p>
<p class="MsoNormal">Leah<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Leah Donley<br>
Research Library - Building 477<br>
Brookhaven National Laboratory<br>
Tel: 631-344-7469<br>
Email: </span><a href="mailto:donley@bnl.gov"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#0563C1">donley@bnl.gov</span></a><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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