Planning and Implementing a Federated Searching System: An Examination of the Crucial Roles of Technical,Functional, and Usability Testing

SUMMARY

Federated searching software offers much promise to users as a convenient way of accessing the wealth of electronic information resources libraries provide. But metasearching is not the same as Google searching; care must be taken in organizing and presenting search options and results so that they are comprehensible to users. From software installation to usability testing and creating documentation, most of the work of implementation is behind-the-scenes and hidden from most library staff and users; however, the decisions made during implementation greatly affect staff and user experiences with the product as well as its overall utility and usability. Systematic testing of the product is necessary to make informed and defensible decisions. This article details three layers of testing (technical, functional, and usability) recommended during implementation of a federated search product, based on best practices in the literature, metasearch standards, and the authors' own experiences with implementing a locally developed broadcast search system and the federated search system WebFeat.