Introduction:
Information specialists, particularly librarians, retrieve various sorts and forms of data and information. As collections continue to grow, so will how information is obtained, processed, stored, and presented. Luckily, due to changes in technology, both the content and format of the data in information systems have changed for both the professional and the user to improve automation and discovery. I will share what I learned about information retrieval (IR) systems and the important factors I learned during my coursework.
While card catalogs were used by librarians for decades, the online public access catalog (OPAC) has mostly succeeded them. Card catalogs are still available in some libraries with OPAC access, although they are no longer the primary source of information and are rarely updated. For this portion, I wanted to underline how I have used IR systems in both academic and professional settings, but I never devoted much consideration to how they were formed or why it is important. At least for me, learning about the history of card catalogs helped me comprehend how much IR systems enhanced the library catalog and why it continue to develop as a result of our knowledge and processes. Clarity and consistency are of the utmost significance when it comes to the purpose of the information professional to make collections of information freely accessible. As a result, I would want to devote this section to explaining why historical context should inspire us to share our method and contribute to other LIS members, as it has been the catalyst for decades of constructive improvement.
A Brief History (ALA, 2013) (Gaddes, R., 2015) (Šauperl A. et al, 2009) (Krajewski, M.,2011)
In the mid-1800s, an Italian publisher named Natale Battezzati created a method for booksellers to use cards to keep track of authors, titles, and subjects. Also around that time, English Inventor Francis Ronalds began using a catalog of cards to manage his growing book collection, which is considered the first practical application of the system. Due of its expandability, Melvil Dewey and other American librarians started to advocate for the card catalog. By 1925, libraries in the United States used the card catalog system with uniform cards and cabinets. In the 1930s and 1940s, libraries began archiving newspapers on microfilm for future generations. When card catalogs were created on microfilm in the 1960s, libraries valued speed and efficiency. In the 1990s, public library websites started hosting their catalogs online to assist users in navigating the library's collection on their own computers, learning how to locate resources independently, and accessing the catalog from any Internet connection. Once libraries implemented online catalogs in the 2000s, ebooks and catalogs with free public access also became elements in catalog accessibility.
Why the History is Important
As I researched up to this point in history, I discovered various aspects from classic IR approaches. For one thing, I discovered the term "information retrieval," which was coined by Calvin Mooers in the 1950s (ALA, 2010) (Gaddes, R., 2015), and here I begin to see how the connection between IR and techniques to supply the right information; typically from my daily tasks, bibliographic information from stored document databases to the right user at the right time, which had already been developed with the card system, began to align. Another important reason is that IR develops organically since it may not have worked best for their aims. While Battezzati's card catalog was useful for bookshops, leafing through thousands of available volumes by author and topic would be time-consuming for a library. Thus, Dewey devised a system best suited to the library that looked well beyond the need of standardized cards and call numbers. A rare book library may value the date above everything else in their IR systems while a public library cares more of the subject. The development of IR systems has now become an important field of applied information technology, and the history of improvement discusses why conventional database management systems and information retrieval systems were established in the first place.
The IR system is only as helpful as the information that users can extract from it. Every library has a collection of items that they would want to make accessible to the public, but if the IR system components is difficult to navigate around or find for the user, then the overall design of being an indexing system and the query system has failed and needs reevaluation. Database designers must understand which attribute values to utilize in the user's query. These components or attributes may include acquisitions (materials ordering, receiving, and billing), cataloging (item classification and indexing), circulation (materials lending and returning), serials (monitoring magazine and newspaper holdings), and the Online Public Access Catalog (OPAC). It serves as a doorway for staff members to non-bibliographic data, including information personal to individual users, such as what things they have on loan, loan due dates, penalties, and borrowing history. It is also an index of published or unpublished literature, letting a user to find specific works or things on a certain subject while also providing connections to items held at the location. OPAC is an excellent example to use for the important of this competency because its an IR system's database that responds to user queries depending on how the indexed and organized content is handled by specialists at LIS institutions. The designers of OPAC had to think about how people learn and work, which included considering how people ask questions, how they solve problems, and what kinds of answers they get (Weedman, 2008). As noted before information retrieval system design, query, and assessment are vital to library work and I will now go into more detailed as it was how I prepared my evidence for this competency.
A catalog or "map" is essential to the success of any collection of information. According to ALA's "Microforms in Libraries and Archives" (2013) article, libraries have explored several different approaches to improving catalog organization and printing for the benefit of patron convenience. What makes IR systems useful is much the same as it was decades ago. The user has access to a curated and searchable library of works through a linked terminal in close proximity to a central server. When a user enters a string of keywords for a query, the system returns all of the matching documents from the collection. A crucial component of designing a system is considering how the target audience would interpret and apply terminology. The capacity to retrieve only relevant documents is used to measure the effectiveness of an IR system. Despite the fact that libraries in 1900 had no clue what the future of cutting-edge technology would bring in 2022, I predict that information retrieval (IR) in the next century would be more semantic than syntactic, seeking ideas rather than words, as seen in the image below.
In short, for my preparation and evidence, reading on the fundamentals and purpose through learning history has prepared my understanding of competency E as I had only viewed IR systems as a user and not as a designer or evaluator. The primary goals of an IR system are to locate sources of information relevant to the groups of interests of the target users; to analyze the contents of those sources (documents, materials, etc.); to represent the contents of the analyzed sources for matching with the user's queries; to match the text in the search engine with the stored database; to retrieve the information that is relevant; and to fine-tune the system based on user feedback.
Although the traditional form of the card catalog has long been outgrown, the updated version is known as the Integrated Library System (ILS) and it features an online catalog that the public and staff members can use (Geddes, 2015), (Krajewski, M., 2011), or (Šauperl A. et al., 2009). An ILS is a library's enterprise resource planning (ERP), keeping tabs on books, orders, payments, and users. While I did have experience of the ILS and ERP as a user, I lacked experience with what work went into it and knowledge of the past of how it got there which I think is important to understand as it will help the cognitive approach; after learning different search tactics and the background, I can determine what can either be improved in my search or I can suggest something new to the ILS system from the perspective of someone who has knowledge of the IR system. For example, I have started working with ILS ExLibris Alma and I have connected with the people who work there by attending their meetings (for their updates) and through LinkedIn. Now I am able to offer input during the meetings of my experience as a LIS member in an academic library and have impacted the design in a positive way.
When I came into the MLIS program, I learned the most from two information retrieval systems: one with a group that designed and implemented a candle database for school; and another for metadata cleanup for Textbook Reserves at El Camino College (ECC) as it had not been updated in 2+ years and the search results were convoluted (work in progress). Since the ECC database is in progress, I will be unable to show that project. However, I am learning so much about search concepts and strategies. My overall goal is to keep people from leaving a database frustrated. My courses and professional activities will show my trials of error and reassessment to improve my search strategy. My coursework and professional tasks revealed some search processes that help to build and practice reliable, effective, and efficient IR in libraries. I have been able to identify its challenges and search strategies, including Boolean logic, efficient controlled vocabulary, and anything that may help in retrieving irrelevant records , too many records , or too few records.
During INFO 202: Information Retrieval Design, I collaborated in a group project. I was fortunate that my colleagues, which had more expertise in the library field than I had, took me under their wing. Spring was spent collaborating with Danielle Morris, Haley Mizushima, and Samantha Murguia through Zoom about 7 times. My favorite project was designing on using Webdata Pro, since we created it from the ground up. Collectively, we developed the rules and database structure for a collection. The database was comprised of fragrant candles.
While this course was in process, we wanted to practice our controlled vocabulary with an audience that had a special interest. We discovered that websites for scented candles were helpful if we ever got stuck. We met research deadlines by using a range of websites and familiarizing ourselves with Webdata Pro. The other group members struggled to understand Webdata Pro, so I took the initiative and practiced until I was comfortable. Afterwards, I shared my screen for them to learn and to also show them how I entered the design and query. We established criteria based on the photographs of candles we chose and merged any commonly used terms someone would use to search for specific candles. There were feedback groups assigned and we updated changes with their notes.
WebData pro is no longer accessible or in use, so displaying our database includes our Beta test evaluation paper, Alpha test evaluation paper, should captured how the navigation and search would functioned. Our final paper includes my personal thoughts on how I could improve our design, any disagreements or agreements, and how I became confident enough to teach WebData pro to my teammates.
This evidence demonstrates that I am able to plan and execute the processes required to design and develop a database that makes it simple for users to locate the desired information. It showed me that there are two users to consider when developing a database: the indexer and the target user. Sometimes I did have a hard time as designer because I assumed a lot of about what my target user would think. The feedback from the other group really loosened my mindset. This project emphasized the significance of ensuring that indexer rules should be unambiguous, methodical, and consistent from field to field and that rules should attempt to eliminate ambiguity while allowing indexers the flexibility to build accurate and informative entries for end users.
This assignment has the same group members as the previous evidence. For this group assignment, you had to learn how to explore the navigation and structure of a website to form an in-depth analysis. Starting with the existing site map, the task at hand was to describe in detail the site's present layout and structure while pointing out any flaws that prevent an organic user experience. My group noted the website design, its organization and categorization, and the clarity of its sections. The report details the website, provides context for the data collected, outlines the structure of the present site, details any flaws or complications found, and suggests potential recommendations such as improvements to the site's usability. Usability may include properly functioning links, navigation, and product classification. For me, I made sure to note the main emphasis of the website and break down its usability. For websites, the user should always know where they are and how to get back to it. I also dislike broken links. Through this task, I was able to get an appreciation for the importance of detailed design, composition, navigational abilities, spatial awareness, and a structured page format in the design. I felt like I was able to look at the design from a user's point of view to make it better overall.
As my last piece of proof, I have decided to use the search techniques that was assigned for the INFO 210 class. I have only included the search strategies that have taught me different strategies to comprehensively identify and retrieve relevant research on a topic that resonated with me as it applied to my professional duties (S2 - S6, S9). It was super helpful because I was able to practice search methods while advised by my instructor. My knowledge of the strategies for examining databases was furthered by participating in these activities. I devoted considerable effort to a wide range of topics by doing searches in a number of databases, including ProQuest Dialog, JSTOR, Gale Ebooks, Ebsco, ERIC, and SJSU's OneSearch database. I kept a record of every database search that I performed, including the search phrases, Boolean operators, and techniques that I used. I made a record of my discoveries before proceeding to focus my search using the fields and limiters provided by each database. My understanding of how to search databases in order to locate stuff that is relevant was strengthened. My experience of searching many databases and analyzing my search process has shown me how challenging it can be to get the information I need when there is an unlimited amount. However, it has also shown me how broadening or restricting my search terms may provide varying results. Now that I've practiced it, I'm confident in my ability to locate useful information inside a database and provide assistance to those who are seeking for specific details. As a result of how helpful they have been to me in my working life, I have made sure to save a lot of the resources and sources from this class.
IR systems assist researchers and users to find information. Online catalogs, databases, and search engines are information-finding systems. These IRs catalog, document, and distribute public information. A successful information professional is knowledgeable about library catalogs, full-text databases, and web search engines. Databases are user-friendly information systems. Indexers, catalogers, and library patrons employ Boolean operators, phrase searching, subject limiters, and filtering searches to get information. With archive experience, I knew how database systems and searches worked. Information retrieval classes at SJSU helped me strengthen my understanding and apply theory to real-world situations.
These courses helped me establish approaches to teaching people how to use various systems and discover information. I can create, query, and assess information retrieval systems. An information professional must comprehend search tools to help patrons. Understanding how an information retrieval system works allows for more efficient query and search. It's also important to know how to use a platform's query search. Designers must assess from the perspective of the user that the obtained information is related to the initial inquiry and adapt as needed. We can accomplish efficiency by considering the audience, experimenting with cataloging approaches, and using computerized catalog organization. Information professionals may build effective data retrieval strategies and systems. My coursework of planning, questioning, and designing helped me complete this competency.
ALA. Basic Concepts of Information Retrieval Systems. https://www.alastore.ala.org/sites/default/files/pdfs/chowdhuryIR1.pdf
ALA. Microforms in Libraries and Archives. https://www.ala.org/alcts/resources/collect/serials/microforms01
Geddes, R. (2015). The evolution of the card catalog system. Retrieved October 2022, from https://www.raymondgeddes.com/evolution-of-the-card-catalog-system
Krajewski, M. (2011). Paper Machines: About Cards & Catalogs, 1548-1929. The MIT Press. https://doi.org/10.7551/mitpress/9780262015899.001.0001
Šauperl A., & Saye, J. D. (2009). Have we made any progress? Catalogues of the future revisited. Journal of Documentation, 65(3), 500–514. https://doi.org/10.1108/00220410910952447
Tucker, V.M. (Ed.). (2021). Information retrieval system design: Principles & practice (6.1 ed.). AcademicPub/XanEdu
Weedman, J. (2018) Designing for Search. In Tucker, V.M. (Ed.). Information retrieval system design: Principles & practice (6th edition) (pp. 119-139). AcademicPub/XanEdu
Wells, D. (2007). What is a library OPAC? Electronic Library, 25(4), 386–394. https://doi.org/10.1108/02640470710779790
Wells, D. (2016). Library Discovery Systems and their Users: a Case Study from Curtin University Library. Australian Academic and Research Libraries, 47(2), 92–105. https://doi.org/10.1080/00048623.2016.1187249