NOTE: A Microsoft Word (.doc) version of the questions (below) is attached at the bottom of this wiki page.

Please submit one document answering the following questions per trial.
Deadline: August 31, 2010
Send completed document to: sfrye@library.wisc.edu

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Product:
Campuses Testing this Product:
Individual Submitting Answers:

Interface Design and Function

1. How can a patron focus or refine a search to retrieve desired results?
For example:
by limiting by format, subject, language, date, peer-reviewed, etc.
by providing a thesaurus-type feature that maps searchers to related terms

2. How can a patron distinguish between varying types of resources in results?
For example:
faceting (if so, please describe)
indication of fulltext availability
indication of peer-reviewed

3. What are the ways the product you are testing allow a searcher to refine a search based on results?
For example:
by offering “did you mean” functionality
by recommending related sources
by maintaining a search history

4. What information is included on the results screen?
For example:
circulation status
full-text availability
pop-up windows that include additional information such as abstract

5. What can a searcher do with search results?
For example:
display and sort options
exporting/saving options
citation generation feature

6. What are the personalization features offered?
For example:
folders for saving results
content alert service

7. If you notice any difficulty when searching for known items, please describe?
For example:
keyword search for known item returns many other items - but not the one in question

8. If you notice any difficulty when searching by topic, please describe?
For example:
results screen includes only newspaper articles

9. How will the product you are testing operate in a multi-library environment?
For example:
can several or all libraries be searched simultaneously?
can libraries be searched individually?
how will users determine which campus an item is from and whether or not they have access to it?

10. Describe how digital collection content is displayed.

11. Describe how a patron navigates to an individual item that exists outside the product being tested. Also, describe how a patron navigates back to the resource discovery interface after navigating to an individual item located outside the product being tested.
For example:
digital object from a digital collection, journal article, etc.

12. Are there any features that don't work as expected? Please list and describe.

13. Are there any features that exceeded your expectations? Please list and describe.

Coverage
14. Describe the vendor provided content included within the product you are testing.


15. Describe the UW provided content that is included within the product you are testing (UW content ingested into vendor's product).


16. Describe the process of exporting UW data (bib and digital collections data) into the vendor's product.

Local Modifications
17. How are display results weighted? What control do individual libraries have over this process? If applicable, describe the process of adjusting the search/display algorithm.


18. Do libraries have the ability to modify indexing parameters, algorithms, or facets? Describe that process.


19. Do libraries have the ability to modify the interface? Describe that process.

Resource Delivery
20. How would the vendor's product accomplish the request and delivery of physical objects (books, etc.) across the consortium and outside of the consortium?

Integration with Other Products
21. Describe how the vendor’s product is integrated with citation management software, such as Refworks, Endnote, etc.
22. Is circulation status dynamic? How is this accomplished?

Experience with Vendor
23. Describe your experience working with the vendor, including vendor responsiveness in addressing problems, issues, and concerns.

General Staff Feedback
24. Please include, in bulleted format, any comments made by your staff in reference to this product during your trial period.