Searching a library OPAC should be more like doing taxes.
No, I can’t believe I just said that either. But I mean it. You see, this year I succumbed to the blandishments of free e-filing, and I tell you what—I am never going back to pencil, paper, calculator, and cursing. What sent me to e-filing in the first place was the hassle of figuring out whether Form 8863 or the education deduction made us come out ahead. Gah, to hell with it, I said; let the software worry.
(The IRS and the Wisconsin Department of Revenue should be happy, too. In all the years I’ve lived in Madison, I’ve never managed to turn in a state tax form without at least one egregious error. Usually to my disfavor, too, and I thank the WIDeptRev for fixing them.)
What made e-taxes so lovely compared to the paper-and-pencil version was the quick adaptation of the software to my particular tax situation. Huge swathes of forms and questions I simply didn’t see because they don’t apply to me. I got no kids; what do I need an earned-income credit form for? Whereas with paper, all the stuff I don’t need to see, along with all the instructions for it, is still there, getting in the way.
Likewise, I was led right down the garden path to forms I did need. Now, I’ve been running TAG a few years, so I know from small-business taxes. (Well, enough to do my own, anyway.) The software was smart enough to figure out I needed Schedules C and SE from one simple question about whether I run my own business. A paper form can’t do that; all it can do is spray me with every form imaginable and make me sort through it all to find what I need.
So with OPACs. These things are just not designed for getting anything done. They’re designed to spray people with options whether they need them at the moment or not. They don’t bother to find out what the patron’s task is in order to conform to it pleasingly. They don’t even bother to explain just what tasks they can help the patron with (which is far from “all of them.”)
This business of “basic” and “advanced” and “expert” search—it’s a stupid, stupid design decision. It’s meaningless to a patron, who can be forgiven for not understanding whether the different search screens are tailored to different search types (which they’re not) or different search functions.
Naturally the full array of search options on an OPAC is overwhelming. Of course the patron shouldn’t have to confront them all at once. The patron should only see the options relevant to the current information need. Distinguish search screens by type of search task, not by some random collection of present or absent features!
(Someone in the peanut gallery is protesting that much research has gone into those screens, based on what OPAC functions patrons actually use. Know what? I don’t care. Patrons use what they understand, and the present systems are so abysmally designed that it’s a wonder they understand as much as they do.)
The first thing a library catalog ought to present the user with is a list of common tasks. Find an item by author, composer, or other creator. Find an item by title. Find a specific piece of information (which link shouldn’t take patrons to the OPAC at all—should take them to online ready-reference, or virtual-reference services). Find materials on a particular subject or topic. Et cetera. Each link then takes the patron to a tailored search screen. A really smart OPAC system remembers what the patron decided the search need was, and further tailors result screens to assist the patron in determining whether the need has been fulfilled.
That’s only the start, really. Given what we know about search behavior, we could make our systems smart enough to figure out their own precision- or recall-enhancing strategies in response to the results they pull or the patron input they get. Tax software can’t fill out a return based on the answer to one question; why should we expect OPACs to handle a complex information need based on a single line of input? We can get more input out of our patrons, if our systems are gracious and adaptable enough to convince them that every bit of effort they put in brings them closer to their goal.
As usual, though, we won’t get anywhere with this until we first give up on the ridiculous notion that The System Is $DEITY and the patrons should conform their behavior to the Almighty System in all its Holy Crotchets. (Left-anchored title searches. I ran into that a whole semester ago, and it still burns my britches. Stupid. Stupid!) Unfortunately, pace the most excellent Andrew Pace in this month’s American Libraries, I don’t see much evidence that librarians are even beginning to question the efficacy of their systems.
Oh, and Form 8863 netted us more. I have no idea why, but I’m happy to believe that the software knew, and did the right thing.