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Resource discovery and information sharing: reaching the 2.0 turn


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How the 2.0 trend affects libraries and their information sharing's goals

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Resource discovery and information sharing: reaching the 2.0 turn

  1. 1. Resource discovery & information sharing: reaching the 2.0 turn Bonaria Biancu aka The Geek Librarian Biblioteca di Ateneo Università di Milano-Bicocca Trento, ITC-IRST-SRA 21-22 Agosto 2006
  2. 2. Web 2.0 <ul><li>October 2004 – Tim O’Reilly coined the term Web 2.0 </li></ul><ul><ul><li>The web as a platform </li></ul></ul><ul><ul><li>Harnessing collective intelligence </li></ul></ul><ul><ul><li>Rich user experience </li></ul></ul><ul><ul><li>The long tail </li></ul></ul><ul><ul><li>Hackability </li></ul></ul><ul><ul><li>Perpetual beta </li></ul></ul><ul><ul><li>Architecture of participation </li></ul></ul><ul><ul><li>Granular accessibility of content </li></ul></ul><ul><ul><li>… </li></ul></ul>
  3. 4. Library 2.0 <ul><li>September 2005 – Michael Casey ( Library Crunch ) coined the term Library 2.0 = web 2.0 concepts and applications in the LIS realm (but there isn’t agreement on the definition) </li></ul><ul><li>and also… </li></ul><ul><li>Librarian 2.0 = Librarian + Web 2.0 </li></ul><ul><li>L2 is not just technology, it is an attitude (nevertheless web 2.0 is a significant part of the equation) </li></ul>
  4. 6. What – How – Why (from a geek lib perspective) <ul><li>What: ILS disaggregation, recombination and integration [see Talis ] </li></ul><ul><li>How: (open code/standards +) API, Mashups [see Programmable Web ], AJAX [see OJAX ], Greasemonkey [see LibraryThing Thing ], Firefox Plugins [see search plugins ]… </li></ul><ul><li>Why: Putting libraries out of the walled gardens (breaking information silos) </li></ul><ul><li>=> remix content – foster user participation </li></ul><ul><li>Early adopters: WPOPAC , Penn Tags </li></ul>
  5. 7. How L2 works in libraries <ul><li>OPAC 2.0 : records tagging, RSS for search results, acquisitions and alerts, user agents, openurl, federated search, user reviews, open search, recommendations, communities (Googlezon model) </li></ul><ul><li>Subject based wikis </li></ul><ul><li>Bloglines trusted feeds </li></ul><ul><li>Library blogs </li></ul><ul><li>IM reference </li></ul><ul><li>RSS alerts for library news </li></ul><ul><li>Pod-video-casting guides to library services </li></ul><ul><li>Personal search engines for reference (Swiki, Gigablast) </li></ul><ul><li>Collaborative web (MySpace, Protopage, NetVibes…) for communicating with users </li></ul><ul><li>OPML [see L2 ALA blog ], social bookmarking [see ], and social tagging [ CiteULike , Flickr …] for integration with VLEs </li></ul><ul><li>… </li></ul>
  6. 8. Scout Portal Toolkit : a Resource Description, Organization and Discovery Tool <ul><li>A project funded by Mellon Foundation, builded by University of Wisconsin-Madison’s Internet Scout Project in 2000 </li></ul><ul><li>Now (2006) fully tested – vers. 1.4.x (1.3.1 adopted by UNIMIB) </li></ul><ul><li>In Italy 4 instances: VL Cilea , AIB-DFP , FORMEZ , UNIMIB ; others coming </li></ul><ul><li>Abroad: lots… (National Finnish Library Science Link House is a very good model) </li></ul>
  7. 9. Scout @ UNIMIB = LINX – Link e strumenti X la ricerca <ul><li>System Configuration: layout, search options, users rights… </li></ul><ul><li>Metadata Field Editor: DCMES - ANSI/NISO Z39.85-2001, some DC qualifiers , some fields (overlapping) IEEE LOM </li></ul><ul><li>Web based apps </li></ul><ul><li>Import/Export features </li></ul><ul><li>Different levels of workflow editing </li></ul><ul><li>Vocabulary control </li></ul><ul><li>UTF-8 support </li></ul><ul><li>User Preferences </li></ul>
  8. 10. Metadata structure <ul><li>Metadata Field Editor </li></ul><ul><li>Type of Fields: Text , Paragraph , Number , Date , Flag , Controlled Name , Option , Classification, Image </li></ul><ul><li>name , type , description , default value , qualifier , min-max value , inclusion in advanced/keyword search and weight of the field set by Metadata Field Editor (LINX admin ) </li></ul>
  9. 12. Resource description <ul><li>Some of the 15 DC Simple (not all publicly viewable) + dumb down cataloging rules </li></ul><ul><li>Fields not implemented: alternate title, audience , rights , contributor , source , relation , coverage, email address, dates </li></ul><ul><li>Mandatory fields: URL , Title , Description , Date issued , Release Flag </li></ul><ul><li>DCAP for UNIMIB: neither formalized nor strict (=> see values for ‘type’ field) </li></ul><ul><li>Titolo (i.e. DC ‘title’) => text field </li></ul><ul><li>Classificazione (i.e. DC ‘subject’) => Classification field: 13 Library disciplinary areas + 2 additional about reference tools </li></ul>
  10. 13. Resource description <ul><li>Parola chiave (i.e. DC ‘subject’) => Controlled Name field: TRT (Thesaurus Regione Toscana) + un-controlled terms provided by catalogers </li></ul><ul><li>Descrizione (i.e. DC ‘description’) => Paragraph field: free text provided by catalogers </li></ul><ul><li>Autore (i.e. DC ‘creator’) => Controlled Name field </li></ul><ul><li>Editore (i.e. DC ‘publisher’) => Controlled Name field </li></ul><ul><li>Tipo di risorsa (i.e. DC ‘type’) => Option field: only some terms from ‘DC type vocabulary’ </li></ul>
  11. 14. Resource description <ul><li>Lingua (ie. DC ‘language’) => Option field </li></ul><ul><li>Formato (i.e. DC ‘format’) => Option field </li></ul><ul><li>Data ultima modifica (i.e. DC ‘date’) => Date field: date of record last editing (chosen within the ‘date’ options offered by Scout => ‘date issued’, ‘date of record creation’, ‘date record checked’ and ‘date last modified’) </li></ul><ul><li>URL (i.e. DC ‘identifier’) – but it may be also a DOI or a handle or an ISBN or... </li></ul><ul><li>Release Flag (proprietary tag) => Flag field </li></ul><ul><li>ID record creator/modifier (proprietary tag) => not editable </li></ul>
  12. 15. Additional features implemented for LINX <ul><li>Linkchecker (for each registered user/each resource): score based on server response </li></ul><ul><li>Segnala una risorsa : web form for non-authenticated users </li></ul><ul><li>Statistics (for each resource) => coming soon </li></ul>
  13. 16. Features not implemented for resource description <ul><li>DC Qualifiers </li></ul>
  14. 17. Features not implemented for resource description <ul><li>OAI Mapping </li></ul>
  15. 18. Additional features not implemented <ul><li>Forum </li></ul><ul><li>Layout preferences for users </li></ul>
  16. 19. Resource organization <ul><li>Browsing tree </li></ul><ul><li>Last n resources in home page </li></ul><ul><li>Brief and full display records </li></ul><ul><li>Linkable tags: ‘classificazione’, ‘parola chiave’, ‘autore’, ‘editore’, ‘tipo di risorsa’, ‘lingua’, ‘formato’ </li></ul><ul><li>RSS </li></ul><ul><li>Import/Export records </li></ul><ul><li>(Not all fields are viewable from not authenticated users) </li></ul>
  17. 20. Resource discovery <ul><li>Browsing tree </li></ul><ul><li>Simple search </li></ul><ul><li>Advanced search (with filtering and max-num results option) </li></ul><ul><li>Cross-field search </li></ul><ul><li>RSS </li></ul><ul><li>Saved search </li></ul><ul><li>Mail alerts </li></ul><ul><li>Recommendations </li></ul>
  18. 21. Interaction with users and other L2 features <ul><li>RSS </li></ul><ul><li>Saved search </li></ul><ul><li>Mail alerts ( user agent ) </li></ul><ul><li>Recommendations </li></ul><ul><li>Resource comments (some HTML tags allowed) </li></ul><ul><li>Resource ratings </li></ul><ul><li>Filtering search options & customization of records display per page </li></ul><ul><li>Thumbnail for book jackets, ejournal covers, website screenshots </li></ul><ul><li>Admin tracking user comments </li></ul>
  19. 22. Interaction with users and other L2 features <ul><li>OAI-PMH compliance for resource harvesting </li></ul><ul><li>Import/Export in tab-delimited format for data echange with RDN -like hubs </li></ul><ul><li>News & Forum for community building </li></ul><ul><li>Dynamic layout (accessibility + user preferences) </li></ul><ul><li>Web based configuration and management </li></ul><ul><li>Open Source – frequent new versions – developers all over the world </li></ul><ul><li>Interoperability and open standards (XML, PHP, MySQL, Dublin Core, OAI – o.s. required: Linux, but also tested on Windows) </li></ul>
  20. 23. Enjoying L2 - from LINX… <ul><li>Classification: factoring disciplinary areas in more specific classes ( facets ?) </li></ul><ul><li>Clustering (grouping search results by type , format , language …) </li></ul><ul><li>RSS feeds for disciplinary areas + search alerts </li></ul><ul><li>Get recommendations along with records, not separately </li></ul><ul><li>Sfx (min-opt): setting Scout as a web search option from Sfx menu </li></ul><ul><li>Sfx: link to an OpenUrl generator for resource URL field </li></ul><ul><li>Metalib: setting Scout as a resource [see NELLI – OAI searching via MetaIndex] </li></ul><ul><li>Exposing metadata for OAI harvesting </li></ul><ul><li>Integration with VLEs, CMSs etc. </li></ul>
  21. 24. Enjoying L2 - …to ERMS <ul><li>OPAC-related features: </li></ul><ul><ul><li>Catalogers: authority control for author , title , publisher , classification, subject fields </li></ul></ul><ul><ul><li>Catalogers: mapping UNIMARC/DC for linking between records (see: DC relation and source or UNIMARC 452 and 856 fields) </li></ul></ul><ul><li>Sfx (max-opt): deep linking in Scout from Sfx menu </li></ul><ul><li>Federated search: whether by ‘web resource’ type/format or not [see OpenWorldCat & FRBR specs] </li></ul><ul><li>Open search: Scout as a target [see A9 ] </li></ul><ul><li>Single sign-on both for OPAC, Metalib, Scout and… users </li></ul>
  22. 25. Enjoying L2 - …to ERMS <ul><li>Adding tags to resources for authenticated users [recall-precision] </li></ul><ul><li>Displaying tag cloud in homepage (personal tag cloud for authenticated users) </li></ul><ul><li>‘ Scout this’ bookmarklet (or right-click) to capture web resources and their metadata: title , url, screenshot … depending on how structured they are; classification if sharing schemes is possible – see compliance with repositories like E-LIS in CiteULike </li></ul><ul><li>‘ Scout this’ for Socializer -like applications </li></ul><ul><li>Community features [related tags/users, ‘users that visit x also visit y ’…] to be included in Recommendations list </li></ul>
  23. 26. Enjoying L2 - …to ERMS <ul><li>Catalogers: setting back-office tools for resource discovery (OPML, importing records from subject gateways, ‘Links for you’…) </li></ul><ul><li>Catalogers: displaying entries from thesauri when adding/editing controlled names and DC schemas and vocabularies when adding/editing option lists [see post on TGL] </li></ul><ul><li>Ranking search results and => </li></ul><ul><li>Sort results by relevance </li></ul><ul><li>File upload </li></ul><ul><li>Resource display à la Digg: resources that have received highest rates go on the home page </li></ul>
  24. 27. Enjoying L2 - …to ERMS (how to test Ajax, API, Mashups, Greasmonkey) <ul><li>Resource relations graphic display [see Grokker] </li></ul><ul><li>Auto-completion of search terms </li></ul><ul><li>Getting Amazon resource reviews </li></ul><ul><li>Getting Google Scholar references </li></ul><ul><li>Displaying tags from CiteULike or Connotea </li></ul><ul><li>Scraping identifiers ( names , DOIs etc.) related with Scout resources [see LIBX ] </li></ul><ul><li>… [see Connotea requested features to get suggestions] </li></ul>
  25. 28. Websites and articles <ul><li>Scout Portal Toolkit </li></ul><ul><li>LINX - Link e strumenti per la ricerca </li></ul><ul><li>Virtual Library Cilea </li></ul><ul><li>AIB-DFP </li></ul><ul><li>FORMEZ - Biblioteca virtuale per la Pubblica Amministrazione </li></ul><ul><li>Edward Almasy et al., Software for building a full-featured discipline-based web portal , “D-Lib Magazine”, 8 (2002), 11 </li></ul><ul><li>Edward Almasy, The Scout Portal Toolkit : an overview , ALA Annual Conference, Atlanta, June 13-19, 2002 </li></ul><ul><li>Edward Almasy, Tools for creating your own resource portal: CWIS and the Scout Portal Toolkit , “Library Trends”, 54 (2005), 4 </li></ul>
  26. 29. Collaboration <ul><li>Wiki for sharing knowledge </li></ul><ul><li>Records exchange </li></ul><ul><li>Setting up a harvester (OAI, SRU/SRW…) for searching against databases (every instance exposing its metadata) </li></ul><ul><li>… </li></ul>
  27. 30. Questions? Acknowledgements: we are here thanks to Paolo Avesani :-) This work is published under CC license - Attribution-NonCommercial- ShareAlike 2.5 Italy