Thinking Inside the Grid

Many libraries are in the process of purchasing and implementing Web-scale discovery systems. In order to ensure that the selected system meets the needs of the institution’s users, a thorough and careful evaluation of potential systems is critical. Using the Penn State University Libraries’ selection process as an example, this chapter describes the use of a formal Request for Proposal (RFP) process to evaluate Web-scale discovery systems impartially and objectively. While the RFP was mandated at Penn State, the methodology presented here can serve as a model for selecting a discovery system even when a library is not required to use an RFP. The chapter provides sample evaluation grids, scoring schemes, team guidelines, reference check questions, and other tools that can be used during the selection process to ensure a thorough and complete evaluation.