Places, collections and services Closing Keynote paper VALA Conference, Melbourne, Australia, 5 February 2004 Lorcan Dempsey VP Research OCLC Overview © R. Alston Economies of attention, patterns of experience [move to St Pancras] “…painful to those of us whose inner landscape has been irreversibly redrawn.” Angeline Goreau (NYT, Nov 9, 1997) “To me the card catalogue has been a companion all my working life. Leaving it is like leaving a house one was brought up in.” Barbara Tuchman Library • Values of stewardship and accessibility • The stuff of research and learning • Taking a position – Information commons – Public sphere Presence Collection s Place Services Place • Social exchange and learning • Personal engagement • Third place – social fabric • The spectacular and the special • Commons - commonwealth Collection s Place Services Collections grid stewardship high Books Journals low high Special collections Freely-accessible web resources uniqueness Newspapers Gov. docs CD, DVD Maps Scores low Rare books Local/Historical newspapers Local history materials Archives & Manuscripts, Theses & dissertations Open source software Newsgroup archives Research and learning materials •ePrints/tech reports •Learning objects •Courseware •E-portfolios •Research data The engagement with research and learning Jim Gray, various presentations, http://research.microsoft.com/~gray/ http://www.lib.washington.edu/digitalscholar/projects.html The library in the learning environment • Diffusion of information skills and use through the learning process • Life cycle management of learning materials • Systems interaction between library and learning management systems Picture courtesy Dan Rehak, Carnegie Mellon University scholarly information flow? Discovery, harvesting Discovery, linking, embedding aggregators Harvesting data analysis, transformation, mining,modeling Research & e-science Deposit, self archiving learning object creation, re-use Deposit, self archiving Learning & teaching Repositories Validation Publish, discovery Data creation, capture and gathering: lab experiments, fieldwork, surveys, grids, media, … Adapted with permission from Liz Lyons eBank UK: Building the links between research data, scholarly communication and learning. Ariadne 36, 2003. http://www.ariadne.ac.uk/issue36/lyon/ Discovery, linking, embedding peer-reviewed journals, conferences, … A&I services Courses, modules, Learning management systems, learning portals, … What is important .. • The impact of the network on research and learning behaviors • Life cycle management of institutional resources. • Institutional repository is part of a broader reengagement with research and learning issues • Creation, analysis, recombination. • Where the money is – Science – Learning • ‘excitable’ • What is the scholarly record? On the web The web • Discovery – Selection/gateways • Value proven? • Massively redundant • Automation? • Disclosure – E.g. Open WorldCat • Archive – Intellectual record – Selectively harvest and persistently manage scholarly resources? • National organizations Bought materials • How best to manage a distributed redundant print collection – B-Space – Shared depositories – Collection analysis and management • Growing divide between – mass market (see music) and – scholarly materials (evolving forms) • The impact of born and born-again e Licensed materials • Homogeneous collections • Gated environments – Cost – Licenses (what is publishing?) • Serials crisis <> Optimal diffusion and impact? • Fragmented – ‘portal’ – developing integrated user workflow over complex resource – We pay for frangmentation as well as content! Reclaiming the special The Archival Research Center is a direct outgrowth of the belief that primary resource materials should be a major focal point of instruction and research. …. However, traditional access to these materials is cumbersome and labor-intensive and most institutions do not allow copying. …Digitizing these materials keeps them alive and relevant for modern users … (ARL report) Reclaiming the special • Mainstreaming ‘special’ as primary research and learning materials • Unique to institution • Disclose the identity and memory of communities and peoples • Special? – Primary materials – Costly to process and manage – Unique/rare Trends Scholarly communication ‘Special’ collections stewardship low Special collections high low Books, Journals unique low high high high Disclosure, Licensing low Web Research & Learning Trends stewardship high Web high low low Books, Journals unique high low E-reserves low high Special collections Research & Learning The google factor Industrialized Cottage Best practice Emerging Out of the box Open source/homegrown Routine Learning curve Operational Soft money Gated Open/reusable Multiple copies Unique Local physical/remote digital Local digital content management Preservation a shared concern? Preservation a local concern? The example of metadata stewardship high MARC, Onix uniqueness low Books Journals MARC, METS, EAD, DC, TEI high Special collections low Dublin Core DC, DDI, IEEE/LOM, FGDC, EAD, TEI, SCORM Freely-accessible web resources Research and learning materials And .. • Research and learning behaviors are changing. The challenge to libraries is to create value in this changed environment. • Remove cost and complexity from management of books and journals. • The rise of institutional intellectual asset management. Presence Collection s Place Services The final stretch … • Integration with what? – Integrate services with learning and research workflows, where they are needed. • A new look at services – everything is a service on the network • Some notes on integration and interoperability lab books PDAs campus portal learning management systems exhibitions course material text book new scholarly resources reading lists Library service environment Virtual user environments resource environment reference Institutional repository Aggregations Digital collections E-reserve Catalog Cataloging ILL Licensed collections Economies of attention, patterns of experience “Electronic catalogs, wherever you go in the academic world, have become a horrible crazy-quilt assemblage of incompatible interfaces and vendor-constrained listings. Working through […] a relatively small collection, you still have to navigate at least five completely different interfaces for searching. Historical epochs of data collection and cataloguing lie indigestibly atop one another.” Tim Burke, Swarthmore Example: supporting scholarly behavior in the humanities • …contextual mass. (not the canon and top scholarly journals) • Iterative reading? • Collaborating? – collection communities • Searching and browsing? – personal, full-text collections – “rich” finding aids that cross institutions and fields of study • Wide reading and chaining? • Tracking of reading, searching, and writing – federated collections anchored by bibliographies Carole Palmer, various Example: the library in the learning environment Example: the library in the university portal Recombinance • Recombine in learning and research environments – Metadata • Vernacular • DC, MARC, LOM, … – Content • Granularity and aggregation • Manipulate, analyse – Services • On-demand • Unplug and play • Need better ‘webulated’ infrastructure – Identifiers – Vocabularies Interoperability • Extract maximum value from investment in – Metadata – Content – Services • By ensuring that they are – Sharable – Reusable – Recombinable Interoperability as recombinant potential • Can I … – – – – – – – – – – add a document to a repository? add a repository to a distributed query? fuse metadata from one repository with another? assemble these resources into a learning package? embed an interactive service in my exhibition, my reading list, my campus portal? ingest a content package into an archive? take a content package out of an archive in 10 years time? navigate several databases by subject, by name, by place, by resource type, by educational level? cite a document in a repository? bring resources into my own workspace? • With … – … as little custom work as possible – … as little precoordinated agreement as possible Application architecture Directory: ILL policy Directory: service description Directory: user profile Authentication Common services Directory: local knowledge base Reference db OpenURL resolver Circ/ILL system Article db Request broker Query broker The User Services Presentation Repositories So .. • Responsibility to the scholarly record involves complex balance of external and internal, common and unique, commodity and special. • Rich services make collections come alive in network environment and support the advancement of learning and research. • Research and learning behaviors are changing. Libraries need to re-engage with research and learning practice.