NISO Two Part Webinar: Is Granularity the Next Discovery Frontier? Part 1: Supporting Direct Access to Increasingly Granular Chunks of Content Working with Metadata Challenges to Support Granular Levels of Access and Descriptions Myung-Ja (MJ) Han, Metadata Librarian University of Illinois at Urbana-Champaign Urbana, Illinois Granular Discovery: User Experience Challenges and Opportunities Tito Sierra, Director of Product Management, EBSCO Information Services From Unstructured Content to Granular Insights Daniel Mayer, Vice President of Product & Marketing, TEMIS

1. NISO Two Part Webinar:
Is Granularity the Next Discovery Frontier?
Part 1: Supporting Direct Access to Increasingly
Granular Chunks of Content
Wednesday, March 11, 2015
Speakers:
Myung-Ja (MJ) Han, Metadata Librarian,
University of Illinois at Urbana-Champaign Urbana
Tito Sierra, Director of Product Management, EBSCO Information Services
Daniel Mayer, Vice President of Product & Marketing, TEMIS
http://www.niso.org/news/events/2015/webinars/granularity_pt1/

2. Metadata with
Levels of Description
Myung-Ja (MJ) Han
Metadata Librarian
University of Illinois at Urbana-Champaign
23/11/2015
NISO Webinar on Supporting Direct Access
to Increasingly Granular Chunks of Content

3. Metadata is …
Prime sources of information to:
• Organize
• Manage
• Provide access to resources
• Preserve library resources
Access and Management
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NISO Webinar on Supporting Direct Access
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4. 00667cam a2200229Ii
450000100080000000500170000800800410002503500230006604
000230008903500130011203500160012509000220014104900090
016310000350017224501080020726000380031530000190035350
000320037291000120040499400120041691000090042826241082
0030807121329.0900530s1841 enk 000 1 eng d
a(OCoLC)ocm03535290 aSUCcSUCdOCLdUIU 9ARY-4606 9UC
12037257 aPR4058b.S65 1841 aUIUU1 aIngoldsby,
Thomas,d1788-1845.10aSome account of my cousin Nicholas /cby
Tomas Igoldsby, esq. ; to which is added, The rubber of life.
aLondon :bRichard Bentley,c1841. a3 v. ;c19 cm. aFirst edition.
Sadleir 157. arcp3356 a02bUIU aMARS
Localized
card cataloging
Library of
Congress’
card service
MARC
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5. MARC
• MARC Format Record
- has been a cataloging tool in the library
community since the 1960’s
- has more than 1,900 fields
- has made libraries move towards the
Computer Age (Tennant, 2004)
3/11/2015
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to Increasingly Granular Chunks of Content
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6. Changes - Environments
• Libraries have lost their place as primary
information providers (Coyle & Hillmann, 2007)
• Users’ search behaviors have changed
• Printed book is no longer the only major
vehicle for scholarly communication (Sandler,
2005)
• Increase in diverse formats/web-based
information resources
3/11/2015
NISO Webinar on Supporting Direct Access
to Increasingly Granular Chunks of Content
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7. Changes - Metadata
• Metadata
- contains more than descriptive information
- is harvested and converted
- is provided by vendors and others
- is enhanced by users
- should support discovery service
3/11/2015
NISO Webinar on Supporting Direct Access
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8. “Virtually any content we digitize and make
available to our clientele requires metadata for
discovery and access.”
(Tennant, 2002, p. 32)
3/11/2015
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9. Metadata Should be created in
different levels of granularity
to support granular levels of access!
3/11/2015
NISO Webinar on Supporting Direct
Access to Increasingly Granular Chunks
of Content
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10. Different Levels of Access
• Volume on a shelf
• Chapter of a book
• Article of a journal issue
• Special unit of a book
3/11/2015
NISO Webinar on Supporting Direct Access
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11. Different Levels of Metadata
• Book/Journal title
• Chapter
• Article
• Special unit of a book
• And more…
3/11/2015
NISO Webinar on Supporting Direct Access
to Increasingly Granular Chunks of Content
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12. Granularity of Metadata I
• Emerging needs
–Meet users’ needs to find and use
resources
–Support the library’s discovery services
–Increase interest and development of digital
humanities
Need granular levels of metadata!
3/11/2015
NISO Webinar on Supporting Direct Access
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13. 3/11/2015
NISO Webinar on Supporting Direct Access
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?

14. 3/11/2015
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Riley, Jennifer. (2010).“Seeing Standards: A
Visualization of the Metadata Universe.”
http://www.dlib.indiana.edu/~jenlrile/metadatamap/

15. Granularity of Elements
• MARC
100 1 _ $a Last name, First name. $d 1111-1222, $e role.
• TEI
<name type="person">First name and Last name</name> or,
<author>Last name, First name.</author>
• Dublin Core
<dc:creator>Last name, First name. Date. </dc:creator>
• MODS
<name type=”personal”>
<namePart type=”given”>Last name</namePart>
<namePart type=”family”>First name </namePart>
<role>
<roleTerm type=”code”
authority=”marcrelator”>aut</roleTerm>
<roleTerm type=”text”
authority=”marcrelator”>author</roleTerm>
</role>
</name>
3/11/2015
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of Content
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16. <dc:title>1818-1918, a hundred years of Sunday school history in Illinois; a mosaic.</dc:title>
<dc:creator>Mills, Andrew H.,1851- </dc:creator>
<dc:type>text</dc:type>
<dc:publisher>Decatur, Ill., The author</dc:publisher>
<dc:date>[1918?]</dc:date>
<dc:language>eng</dc:language>
<dc:subject>International Sunday school association.</dc:subject>
<dc:subject>Sunday schools</dc:subject>
<dc:relation/>
<dc:identifier>http://www.archive.org/details/18181918hundredy00mill</dc:identifier>
<mods:mods>
<mods:titleInfo>
<mods:title>1818-1918, a hundred years of Sunday school history in Illinois..</mods:title>
</mods:titleInfo>
<mods:name><namePart type="given">Andrew H.</namePart>
<namePart type="family">Mills</namePart>
<namePart type="date">1851- </namePart>
<mods:role>
<mods:roleTerm mods:type="text">author</mods:roleTerm>
</mods:role>
</mods:name>
…..
</mods:mods>
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NISO Webinar on Supporting Direct Access
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17. Extensibility of Element
“Schemas allow users to extend the
elements set to meet the local use.”
3/11/2015
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18. Granularity of Values
How to add subject headings?
•20% rule
•Rule of three
•Rule of four
Does this serve well in resource discovery and
retrieval in the digital age?
3/11/2015
NISO Webinar on Supporting Direct Access
to Increasingly Granular Chunks of Content
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19. Granularity of Metadata II
• Creating/extending metadata schemas
–*Assess the granularity of access points
–*Develop a new set of elements
(Application profile)
–Identify available semantics
–Create a new metadata schema
• (Application Profile)
*Metadata record creation
3/11/2015
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20. 3/11/2015
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21. 3/11/2015
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Book Emblem Pictura

22. 3/11/2015
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Access to Increasingly Granular Chunks
of Content
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23. 3/11/2015
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24. 3/11/2015
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<biblioDesc>
<mods>
<mods:titleInfo>
<mods:title>XL [i.e. Quadraginta] emblemata miscella nova
</mods:title>
</mods:titleInfo>
<mods:physicalDescription>
<mods:digitalOrigin>reformatted digital</mods:digitalOrigin>
<mods:form authority="marcform">print</mods:form>
<mods:extent>[8], xxxx p. : 41 ill. ; 20 cm.</mods:extent>
</mods:physicalDescription>
...
</mods>

25. 3/11/2015
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<copyDesc>
<copyID>uiu2895515</copyID>
<owner countryCode="US">University of Illinois</owner>
<digDesc comp="complete" scope="all"
xml:id="xliequadragintae00mure"
globalID=http://hdl.handle.net/10111/UIUCOCA:xliequadragintae00
mure>
<copyID>10111/UIUCOCA:xliequadragintae00mure
</copyID>
<owner countryCode="US">University of Illinois</owner>
</digDesc>
…
</copyDesc>

26. 3/11/2015
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<emblem xmlns:rdf=http://… xmlns:skos=http://…
xml:id="E000944" citeNo="I." globalID="http://... :E000944">
<motto>
<transcription xml:lang="de"> Alchimisterey:
<normalisation>xml:lang="de">Alchemie:</normalisation>
</transcription>
</motto>
<pictura xml:id="E000944_P1">
<iconclass rdf:about="http://www.iconclass.org/rkd/31A247">
<skos:notation>31A247</skos:notation>
<skos:prefLabel>looking over the shoulder</skos:prefLabel>
</iconclass>
…
</picture>
</emblem>
</biblioDesc>

27. 3/11/2015
NISO Webinar on Supporting Direct
Access to Increasingly Granular Chunks
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28. Metadata
• Involves designing data model
• Is a highly collaborative effort
–Scholars/users
–Domain specialists
–Metadata/Cataloging librarian
(Cole, Han, and Vannoy, 2012)
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29. 3/11/2015
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New
Metadata
Schema
Catalogers/
Metadata Librarians
Users
Domain Specialists
New
discovery
services

30. Images
• Building Blocks (Attribution-ShareAlike 2.0 Generic (CC BY-SA
2.0))
http://www.flickr.com/photos/bdesham/2432400623/
• Lego Parts (Attribution-NonCommercial-NoDerivs 2.0
Generic (CC BY-NC-ND 2.0))
http://www.flickr.com/photos/starstreak007/3882987034/in/ph
otostream/
• Lego Pencil and Notebook (Attribution-NonCommercial-
NoDerivs 2.0 Generic (CC BY-NC-ND 2.0))
http://www.flickr.com/photos/starstreak007/3882191947/in/ph
otostream/
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31. References
• Coyle, K., & Hillmann, D. (2007). Resource Description and Access (RDA).
D-Lib Magazine, 13(1/2). doi:10.1045/january2007-coyle
• Cole, T. W., Han, M-J, & Vannoy, J. (2012). Descriptive Metadata,
Iconclass, and Digitized Emblem Literature." Proceedings of the12th
Annual Joint Conference on Digital Libraries. New York: Association for
Computing Machinery. 111-120.
• Sandler, M. (2005). Disruptive Beneficence, Internet Reference Services
Quarterly, 10(3-4), 5-22.
• Tennant, R. (2002). The Importance of Being Granular. Library Journal,
127(9), 32.
• Tennant, R. (2004). A Bibliographic Metadata Infrastructure for the
Twenty-First Century. Library Hi Tech, 22(2), 175-181.
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32. Is Granularity the Next
Discovery Frontier?
Granular Discovery: User
Challenges and Opportunities
Tito Sierra
Director of Product Management, Search
EBSCO Information Services

33. EBSCO Discovery Service
Agenda
• The Evolution of Library Discovery
• Discovery in the Age of Google
• Metadata and Granular Discovery
– Metadata-centered approaches
– User-centered approaches
• Concluding Thoughts

34. EBSCO Discovery Service
The Evolution of Library Discovery

35. EBSCO Discovery Service
The Evolution of Library Discovery
Library search has come a long way
• OPACs
• Online Research Databases
• Federated Search
• Next Generation Catalogs
• Web-scale Discovery Services

36. EBSCO Discovery Service
The Evolution of Library Discovery
From siloed discovery to unified discovery
• Articles / e-journal content
• Print collection (catalog)
• E-books
• Magazines / trade publications / news sources
• General reference / specialized reference
• Multimedia (images, audio, videos)

37. EBSCO Discovery Service
The Evolution of Library Discovery
Supporting a variety of discovery needs
• Known-item book and article citation search
• Exploratory search / topic exploration
• Discipline-specific research / literature reviews
• Curriculum support / course assignments
• General reference / specialized reference
• Specialized content discovery

38. EBSCO Discovery Service
Discovery in the Age of Google

39. EBSCO Discovery Service
User Expectations for Search

40. EBSCO Discovery Service
User Expectations for Search
Shaped by popular search engines
• Support basic keyword search
• Deep content coverage
– Diverse content types
– Diverse content sources
• Predictive relevance ranking
• Intelligent search features
– Autocomplete, Did-you-mean

41. EBSCO Discovery Service
Findings from EDS User Research
Observation Implication
Keyword search most
common
Discovery service cannot assume users will pre-
coordinate their search. Discovery service needs to
anticipate user intent based on limited input.
Faceted search used
sparingly
Discovery service cannot assume users will post-
coordinate their search. Discovery service needs to
provide more user-friendly narrowing options.
Search queries length
often short (1-2 words)
Discovery service needs to anticipate user intent
based on limited input. Search features needed to
help users clarity their search intent.
Broad and imprecise
queries common
Discovery service needs to help users narrow their
search based on limited input. Many users looking for
a topical overview on a subject.
User focus on top
results
Relevance ranking crucial for delivering a quality
search experience. Need to optimize search to display
most relevant results on first page.

42. EBSCO Discovery Service
The Discovery Service Challenge
Despite major evolutions in library search,
libraries, publishers, and discovery service
providers need to work harder to meet
evolving user expectations for search.

43. EBSCO Discovery Service
The Discovery Service Advantage
One advantage that library discovery
services have over general purpose
search engines is access to high-quality,
well structured metadata.

44. EBSCO Discovery Service
Metadata and Granular Discovery

45. EBSCO Discovery Service
Metadata, Metadata, Metadata

46. EBSCO Discovery Service
Metadata, Metadata, Metadata

47. EBSCO Discovery Service
Metadata, Metadata, Metadata

48. EBSCO Discovery Service
Metadata, Metadata, Metadata
• Citation metadata
– Title, Authors, Publication Date, Volume, Issue…
• Descriptive metadata
– Publication Type, Document Type, Subject Terms,
Abstract, Author-supplied keywords, Lexile level…
• Source metadata
– Publisher, Content Provider, Database…
• Identifiers
– ISBN, ISSN, LCCN, Call Number…

49. EBSCO Discovery Service
Metadata-centered Approaches to
Granular Discovery

50. Advanced Search

51. Advanced Search
Advanced search options:
 Single fielded search
 Title
 Author
 Subject Terms
 Multi-fielded search
 Search modes
 Boolean/Phrase
 Find all search terms
 Find any search terms
 Search limiters
 Full Text
 Scholarly Journals
 Catalog Only
 Language

52. Faceted Search

53. Faceted Search

54. EBSCO Discovery Service
Faceted Search

55. EBSCO Discovery Service
Metadata-centered Approaches
Advanced Search and Faceted Search are
powerful tools—for those who know how
to effectively use them.
They require user to translate discovery
need into the language of metadata.
Consequently they are underutilized.

56. EBSCO Discovery Service
User-centered Approaches to
Granular Discovery

57. EBSCO Discovery Service
User-centered Approaches
Anticipate end user intent using clues from
the user query and user context.
Deliver targeted content at the top of the
results list where users expect.

58. Research Starters
Topic overviews for broad
topical queries.

59. Publication Title Placard (Beta)
Journal name searched,
exact match found.
Publication match based
on customer’s holdings.

60. EBSCO Discovery Service
Concluding Thoughts

61. EBSCO Discovery Service
Metadata Necessary But Insufficient
Supporting access to increasingly granular
chunks of content will requires capture and
management of finer-grained metadata.
Metadata needs to be coupled with search
intelligence to have a broad impact.

62. EBSCO Discovery Service
Areas for Future Investment
• Deepen analysis of usage data to better
understand user context and expressed
granular discovery needs
• Develop intelligent bridging between user
queries and granular metadata
• Build in adaptive learning capabilities to
automatically refine intelligent search
approaches over time

63. EBSCO Discovery Service
Discussion / Q&A

64. From Unstructured Content
to Granular Insights
Daniel Mayer
VP Product & Marketing
daniel.mayer@temis.com

65. Copyright © 2012 TEMIS - All Rights Reserved - Slide 65
Pioneer of Textual Big Data since 2000
• 20 languages
• In production for 12 years
• 8 Billion+ pages processed
70
26

66. Copyright © 2012 TEMIS - All Rights Reserved - Slide 66
Key customers in the Information Industry
STM, Legal, B2B, Trade, Media, Public

67. Copyright © 2012 TEMIS - All Rights Reserved - Slide 67
Textual Big Data
Challenge
• News
• Market Studies
• Economic Data
• Financial Publications
• Scientific Literature
• Patents
• Books
• Conference Proceedings
• Clinical Research
• Patient Health Records
• Regulations
• Legal Decisions
• Customer Emails
• Tweets
• Blog posts
+50%
Per year

68. Copyright © 2012 TEMIS - All Rights Reserved - Slide 68
• Save time
with quick & easy access
to the most relevant
• Improve your insight
into your interest area
• Take better decisions
Textual Big Data
Opportunities

69. Copyright © 2012 TEMIS - All Rights Reserved - Slide 69
Textual Big Data
How to seize these opportunities ?
by adding structure
• Save time
with quick & easy access
to the most relevant
• Improve your insight
into your interest area
• Take better decisions

70. Copyright © 2012 TEMIS - All Rights Reserved - Slide 70
How do you structure ?
We report a 52 year-old man presenting an acute hair loss induced by carbamazepine (CBZ) in concentration of 8.6 microg/ml.
By extracting granular & domain-specific information
Relations
We report a 52 year-old man presenting an acute hair loss induced by carbamazepine (CBZ) in concentration of 8.6 microg/ml.
Verb Patient Verb Symptom Verb Dosage informationSubj
Entities
Drug Name
Terms
Pro Verb NumArt N-P Noun Verb Art Adj Nn Nn Verb Pp PropNn Pp Noun Pp Num UnitAbbr
Attributes
Roles
Adverse Event
Side Effect Alopecia
Cause Carbamazepine
Dosage 8.6 mg/ml
Patient 52 year old male

71. Copyright © 2012 TEMIS - All Rights Reserved - Slide 71
A case of hair loss induced by carbamazepine
Kohno Y, Ishii A, Shoji S, Department of Clinical Neurology,
Tsukuba University.
We report a 52 year-old man presenting with an acute
considerable hair loss induced by carbamazepine (CBZ). The
remarkable scalp hair loss started within a week after CBZ
administration. There was no evidence of dermatitis or allergic
reaction, or other cause for the hair loss. The serum
concentration of CBZ was 8.6 microg/ml therapeutic range 8-
12 microg/ml). CBZ was discontinued, and the hair loss
stopped within several days with new hair growth.
Medication-induced hair loss is an occasional adverse effect of
many drugs used for neuropsychological diseases. CBZ also
induces hair loss and its frequency was reported below 2%.
Only a limited number of detailed case reports describing CBZ-
induced hair loss were available, and we found these cases
could divide into two groups with regard to a delay in starting
hair loss after administration of CBZ. In one group, the hair
loss started within a week suggesting anagen effluvium and in
another it started after two or three months suggesting
telogen effluvium. This finding suggests the causative
mechanism of CBZ-induced hair loss is not unitary.
Neuropsychological diseases
Diseases
8.6 microg./ml
Dosage information
8-12 microg./ml
man52 year old
Patient information
Dept of Clinical Neurology, Tsukuba University
Organizations
Kohno Y Ishii A Shoji S
People
Carbamazepine CBZ
Drugs
Alopecia Dermatitis Allergic reaction
Anagen effluvium Telogen effluvium
Symptoms
How does this help ?
Enrich document metadata
Side-effect Relationships
Drug-induced alopecia
A case of hair loss induced by carbamazepine
Kohno Y, Ishii A, Shoji S, Department of Clinical Neurology,
Tsukuba University.
We report a 52 year-old man presenting with an acute
considerable hair loss induced by carbamazepine (CBZ). The
remarkable scalp hair loss started within a week after CBZ
administration. There was no evidence of dermatitis or allergic
reaction, or other cause for the hair loss. The serum
concentration of CBZ was 8.6 microg/ml therapeutic range 8-
12 microg/ml). CBZ was discontinued, and the hair loss
stopped within several days with new hair growth.
Medication-induced hair loss is an occasional adverse effect of
many drugs used for neuropsychological diseases. CBZ also
induces hair loss and its frequency was reported below 2%.
Only a limited number of detailed case reports describing CBZ-
induced hair loss were available, and we found these cases
could divide into two groups with regard to a delay in starting
hair loss after administration of CBZ. In one group, the hair
loss started within a week suggesting anagen effluvium and in
another it started after two or three months suggesting
telogen effluvium. This finding suggests the causative
mechanism of CBZ-induced hair loss is not unitary.

72. Copyright © 2012 TEMIS - All Rights Reserved - Slide 72
Extraction
Luxid®
Annotation
Server
How does this help ?
Exploiting enriched metadata
Metadata / Triples

73. Copyright © 2012 TEMIS - All Rights Reserved - Slide 73
Search
Engine
Index
De
Recherche
Index
IndexingExtraction
Luxid®
Annotation
Server
How does this help ?
Exploiting enriched metadata
Metadata / Triples

74. Copyright © 2012 TEMIS - All Rights Reserved - Slide 74
Applications
Search
Analysis
Visualization
Facets
Recommendations
Portals
Topic Pages
Decision
Support
Search
Engine
Index
De
Recherche
Index
IndexingExtraction
Luxid®
Annotation
Server
How does this help ?
Exploiting enriched metadata
Metadata / Triples
Linked Data
Knowledge Bases

75. Copyright © 2012 TEMIS - All Rights Reserved - Slide 75
Examples

76. Copyright © 2012 TEMIS - All Rights Reserved - Slide 76
Facetted search/navigation

77. Copyright © 2012 TEMIS - All Rights Reserved - Slide 77
Sources/Content Types
Scan Types
Anatomical Regions
Pathologies / Indications
Facetted search/navigation

78. Copyright © 2012 TEMIS - All Rights Reserved - Slide 78
Facetted search/navigation

79. Copyright © 2012 TEMIS - All Rights Reserved - Slide 79
Nature of the offense
Nature of the sentence
Numerical data
regarding the sentence
Numerical Data
regarding the context
Facetted search/navigation

80. Copyright © 2012 TEMIS - All Rights Reserved - Slide 80
………
Semantic Shortcuts

81. Copyright © 2012 TEMIS - All Rights Reserved - Slide 81
Corresponding
Scans & Illustrations
Differential Diagnosis
Support
Relevant Content
Topic Page

82. Copyright © 2012 TEMIS - All Rights Reserved - Slide 82
Copyright © 2009 TEMIS - All Rights Reserved - Slide 82
Topic Page

83. Copyright © 2012 TEMIS - All Rights Reserved - Slide 83
Topical Feed

84. Copyright © 2012 TEMIS - All Rights Reserved - Slide 84
Topic Page

85. Copyright © 2012 TEMIS - All Rights Reserved - Slide 85
Smart Snippets

86. Copyright © 2012 TEMIS - All Rights Reserved - Slide 86
Semantic Analytics
Competitive Intelligence - Product/Supplier map
Analytics

87. Copyright © 2012 TEMIS - All Rights Reserved - Slide 87
Semantic Analytics
Analytics – Corporate Relationships

88. Copyright © 2012 TEMIS - All Rights Reserved - Slide 88
Semantic Analytics
Analytics – Staff Map

89. Copyright © 2012 TEMIS - All Rights Reserved - Slide 89
Delivery in the workflow

90. Thank You
Your Questions
Daniel Mayer
VP Product & Marketing
daniel.mayer@temis.com

91. NISO Webinar • March 11, 2015
Questions?
All questions will be posted with presenter answers on
the NISO website following the webinar:
http://www.niso.org/news/events/2015/webinars/granularity_pt1/
NISO Two-Part Webinar
Is Granularity the Next Discovery Frontier?
Part 1: Supporting Direct Access to Increasingly Granular
Chunks of Content

92. Thank you for joining us today.
Please take a moment to fill out the brief online survey.
We look forward to hearing from you!
THANK YOU