Category Archives: Resource Discovery

Expert Search Early Adopters Pilot Update

In mid-September HEE began a pilot to understand how best to help LKS in England move from using HDAS to using provider interfaces (EBSCOhost, Proquest and Ovid – see here for further detail). The Expert Search Early Adopters pilot is now nearly two months in, and the following is an update of how the project is progressing, along with some detail around what will happen over the next few months.

There are four early adopter groups, which are roughly aligned to regional geographies: Greater Manchester, East Midlands, East of England, and Kent, Surrey and Sussex. 33 LKS are taking part with approximately 120 staff involved in total in the pilot. There’s a wide mix of experience across the groups, with some services frequently using provider interfaces to search and others rarely setting foot outside of HDAS.

Training sessions have been delivered to pilot participants by Proquest, EBSCOhost and Ovid. Cambridge University Medical Library have also run sessions for staff as they have extensive experience of using provider interfaces for searching and wanted to share their knowledge with peers.

Those services without reference management software in place were offered licences for Endnote, and a subscription to Refworks is also available to all participants. The two products use different distribution models (Endnote requires individual licences and software needs downloading onto PCs, whereas Refworks is web based) as the pilot needs to evaluate ease of access and stability as well as the functionality of reference management software. Participants are also being encouraged to use freely available reference management tools such as Zotero and Mendeley if they wish.

To date there have been three different stages of data collection: an initial baseline participant survey, which collected some demographic info and asked people to think about the potential challenges and benefits of switching to provider interfaces, a phase one baseline search data collection survey (pre-switch) and a phase two search data collection survey (post-switch). It was hoped that participants in the pilot would be able to switch from using HDAS in October, but for a variety of reasons this has been moved to early November.

84 participants completed the initial baseline participant survey. 69% of respondents had 5 or more years searching experience, with 52% carrying out between 1 and 3 searches a week, and 10% carrying out between 4 and 6 searches a week. Participants were asked: What do you expect to be the greatest challenges of moving away from HDAS to provider interfaces? Responses were analysed for themes and six were identified, in order of frequency:

• Challenges relating to search results
• Challenges relating to using new products
• Challenges relating to helping library users
• Challenges relating to time
• Challenges relating to provider interfaces
• Challenges relating to using multiple interfaces

Participants were also asked: What do you foresee as the biggest potential benefits of moving from HDAS to provider interfaces? For this question there were nine themes identified, listed below in order of frequency:

• Benefits relating to stability of the search interface
• No benefits
• Benefits relating to search results
• Currently unsure of benefits
• Benefits relating to the skills of library staff
• Benefits relating to library users
• Benefits relating to the development and improvement of interfaces
• Benefits relating to reference management software
• Benefits relating to the functionality of interfaces

During the evaluation stage of the project, which will be towards the end of this year and the start of the next, participants will be asked about the training provided, reference management experiences and revisiting what they thought would be the potential challenges and benefits of switching. The information we collect about searches carried out pre and post switch will be examined to ascertain the impact on the time it takes to carry out a search, and identify any specific issues with the search process. All of the resulting data will be used to help shape the rollout of training and support for the rest of the LKS in England.

For any questions about the project, please email

Emily Hurt
Lancashire Teaching Hospitals NHS Foundation Trust

Vicky Price
Vicky Price Consulting

Open Access Week

Happy Open Access week everybody. We’re delighted to be able to share with you the not insubstantial work that has taken place since we marked this event last year.

Open Access Roundtable – partners from across the health sector come together

HEE, in partnership with NIHR, hosted a very successful Open Access Roundtable on 1st October with senior stakeholders across the whole health and social care system, such as NICE, PHE, and the Local Government Association (LGA), as well as research organisations including the UK Research & Innovation (UKRI) and Health Research Authority (HRA).

Initially intended to be a face to face event in London, we were delighted to still welcome 29 representatives for a rich discussion with much expertise in the virtual room. It’s clear that by working together we have a stronger negotiating position with publishers for the benefit of the NHS.

Independent consultants, Information Power Ltd, helped us to plan and deliver this roundtable, gathering key quantitative and qualitative information on current publication and journal procurement practices in the NHS to share with participants to inform the discussion. This included information gleaned from two focus groups with health librarians to understand your roles and views in relation open access in addition to interviews with researchers.

Open Access is a hugely complex area, but the roundtable clearly generated energy and a commitment to tackle this together; beginning with a shared strategy, and in considering an open sharing platform.

We will share the full report in due course.

The Open Access Community of Practice

Our Open Access CoP continues to grow strong with 50 members from across the health library community in the NHS, in addition to PHE and the Kings Fund.

You don’t need to a Repository Pro to join, anyone with an interest in this area is welcome to join and participate at whatever level of engagement suits them.

Our Repositories Working group also launched this year, with thanks to Cate Newell, Library & Knowledge Services Manager at Somerset NHS Foundation Trust, for chairing this. The group is currently looking to re-run the Repositories survey so that we can update our toolkit.

NHS Shared Repository Pilot with the British Library

We are currently discussing an exciting project with the British Library, to pilot a shared NHS repository. To be funded by HEE, we hope to invite 5 organisations to participate in this initiative. Watch this space for more information!

For more information, please contact Helene Gorring, Library & Knowledge Development Manager, London, Kent, Surrey & Sussex.

Resource Discovery Groups

Resource Discovery Reference Group

The HEE Resource Discovery Team take advice from this reference group.

Membership includes NHS and HEI librarians, and colleagues from NICE.

Its role:

  • Ensures work stream planning and activity reflects :
    • the principles and values of Knowledge for Healthcare
    • existing and emerging end-user and library staff needs
  • Puts in place processes to effectively capture and understand end-user and library needs
  • Ensures resource discovery and delivery activity at regional and local levels aligns and integrates with national strategy
  • Identifies trends and developments
  • Identifies and manage barriers and risks
  • Ensures effective communication and engagement
  • Promotes resources, systems and work stream outputs
  • Identifies and exploits opportunities for partnership working

See the reference group’s terms of reference and minutes from previous meetings.

Membership of the group

Helen BinghamHEE [Chair]
Nicola AgerLKS Librarian [M&E]Kaye BagshawLKS Manager [LKSS]
Vicky BramwellLKS Manager [North]Richard BridgenHEE [M&E]
Alan FrickerHEI LKS [LKSS]Steve GloverLKS [North]
Helene GorringHEE [LKSS]Franco HenwoodHEE [LKSS]
Celestine JohnsonNICEGary MeadesLKS Manager [M&E]
Catherine MicklethwaiteLKS Manager [South]Lucy Reid HEE [LKSS]
Mark SalmonNICEJenny TollerHEE [South]
Becky WilliamsHEE [North]

Authentication and the Link Resolver are managed by the National Authentication and Link Resolver Operational Management [NALROM] Group.

It reports to the Knowledge for Healthcare Resource Discovery Reference Group.

Its purpose:

See the NALROM’s terms of reference and minutes from previous meetings.

See OpenAthens and the National Link Resolver for more information.

Membership of the group

Jenny TollerHEE [Chair]
Helen BinghamHEEAndrew CraigLR [North]
Helene GorringHEEJames KenneyWolters Kluwer
Phil LeahyJISCCatherine MicklethwaiteOA [South]
Ric PaulHEIsMyriam NelmesOA/LR [LKSS]
Ann RobertsOA [North]Ian SaundersNICE
Mike SibsonOA/LR [LKSS]Carrie ThompsonNICE
Jenny TurnerOA/LR [LKSS]Garbi Unzueta Wolters Kluwer
Helen Williams OA/LR [South]Fran WilkieNICE
Liz WrightOA/LR [M&E]
SINC (Strategic Inter-Network Collaboration Group)

Manages the reciprocal inter-library loan and document supply scheme (INC) for NHS libraries in England.

Its purpose:

  • Ensures NHS funded content is readily discoverable by NHS libraries to enable them to fulfil document supply across the NHS in England, efficiently and cost-effectively
  • Ensures NHS library document supply is of a consistently high quality and meets/exceeds expectations of customers
  • Ensures document supply considerations are included in HEE’s Knowledge for Healthcare Resource Discovery work.

See the SINC’s terms of reference and minutes from previous meetings.

See Inter-lending and Document Supply (ILDS) for more information.

Membership of the group

Jenny TollerHEE [Chair]
Richard BridgenMIDSMorag Evans SWIMS
Helene GorringLENDSTricia ReySENDS
Sharon SpinghamSENDSSue SteelePANDDA
Julie StoppaniSENDSBeverley WalshEDEN