Changes & trends in the broad arena of digital libraries during the past decade: Reflections from the conference Libraries in the Digital Age (LIDA) 2000-2009 Tefko Saracevic, PhD School of Communication & Information Rutgers University New Brunswick, New Jersey USA http://www.scils.rutgers.edu/~tefko Tefko Saracevic 1 Old Queens where Rutgers University started as Queens College in 1766 Tefko Saracevic 2 How thinking about trends is established From: Robert B. Cialdini (1993). Influence: the psychology of persuasion Tefko Saracevic 3 The big picture In the first decade of the new century digital libraries exhibited a continuing, even accelerating growth and changes in many dimensions The phenomenon is global Many changes and advances are evolutionary, some even revolutionary Among others: Tefko Saracevic 4 The big picture - Among others: New players, stakeholders, fields, and institutions joined the realm of digital libraries Position of digital libraries in the networked environment as exhibited by their reach, access and diversity expanded significantly Tefko Saracevic Research community grew and research diversified Curricula and professional competencies changed to accommodate a variety of organizational, service and technological needs 5 The big picture - Among others Economic investments in and expenditures for digital libraries increased significantly Numerous social, managerial, legal, and ethical issues and effects became more pronounced Tefko Saracevic (cont.) Manifold issues about the evident impact of digital libraries on scholarship, education, society, and culture are being raised and explored 6 Ten years of LIDA 2000-2009 Purpose: to address the changing and challenging environment for libraries and information systems in the digital world Each year a different and ‘hot’ theme was addressed, divided in two parts: the first part covering research and development and the second part addressing advances in applications and practice Most of the topics from “the big picture” were addressed - variety of viewpoints Tefko Saracevic 7 LIDA themes 2000: Positioning libraries on the Internet. Using Internet in libraries 2001: The Internet: ethics and legal issues. Information services - practice and research 2002: Integrating information seeking and information retrieval (IR). Information services in digital environments - practice and research. Tefko Saracevic 2003: WWW and information retrieval. WWW and libraries 2004: Human information behavior and digital libraries. Competences for digital libraries 2005: What can digital libraries do that traditional libraries cannot? Or do in addition? Achievements and prospects. Building a small digital library and digital library network 8 Themes … 2006: Cultural, social and institutional effects and place of digital libraries Building a digital library for children and young adults 2007: Users and use of digital libraries. Economics and digital libraries 2008: Education and training in digital libraries. Reference in digital environments Tefko Saracevic 2009: Reflections: changes brought by and in digital libraries in the last decade. Heritage & digital libraries digitization, preservation, access 2010: ????????? 9 LIDA Guests of Honor 2004 Eugene Garfield 2005 Robert Hayes 2006 Jack Meadows 2008 Peter Ingwersen 2009 Michael Buckland 2010 shall we vote? 2007 Christine Borgman Tefko Saracevic 10 LIDA themes reflected … Development: building digital libraries ; d-lib research (LIDA 2005/II; 2006/II) Practice: diversity, growth, digital libraries & the networked environment (LIDA 2000/parts I; 2003/I & II) Services: variety of services provided (LIDA 2001/II; 2002/II; 2005/I; 2008/II) Users & use: using digital libraries; human information behavior& information seeking in digital libraries (LIDA 2000/II; 2002/I; 2004/I; 2007/I) Professional: education for digital librarians, competencies needed; ethical concerns (LIDA 2001/I; 2004/II; 2008/I) Social: digital libraries and social, cultural, and institutional effects (LIDA 2006/I; 2007/II; 2009/II) Tefko Saracevic 11 Here, for review of trends grouped in nine overreaching effects D-libs are affected by trends in: proliferation of digital information changes in needs for & role of d-information increased diversity & competition new or improved services search for measuring, justification cooperative activities Tefko Saracevic Plus they are affected by changes in their: immediate institutional or community environment users & use technology developments policy, legal, and political contexts 12 Graphically: General trends & mutual effects Tefko Saracevic 13 Graphically: Plus changes in environments Tefko Saracevic 14 Effects on d-libs of D-information is growing exponentially everything about digital information follows Moore’s law (which is not about information but computer hardware: capacity of chips doubles every two years) Information explosion is continuing unabated now including the web Publishing & distribution migrated to digital Many implications for d-libs in every aspect: selection, acquisition/licensing, organization, access provision, rights management, preservation …. © 2008 Tefko Saracevic 15 … effects of proliferation (cont.) As budgets of libraries are not increasing, higher & higher proportions are going for digital resources & services necessitating cuts for others & changes in professional deployment of librarians somebody has to run and manage these things Collections are increasingly digital Tefko Saracevic 16 Example: Rutgers University Libraries – electronic subscriptions Tefko Saracevic 17 … effects of proliferation (cont.) Many libraries are increasing own digitization & playing an active role in proliferation digitization of heritage (old stuff) & outputs of own institutions (new stuff) is increasing born digital from libraries is going up as well Many libraries are joining & even leading in preservation of digital records Tefko Saracevic & with it libraries are becoming an important social & cultural player in information society 18 … effects of proliferation (cont.) In turn these trends are creating needs for properly educated and trained digital librarians curricula, distant education, workshops … are adjusting to those needs & will adjust even more professional life-long learning becomes imperative professionally: a constant need to change & increase professional competencies this is a 100% sure trend Tefko Saracevic 19 Effects on d-libs of Digital information is also distributed (role of the internet) and accessed & used in a number of differing ways (role of the web) plus creation became relatively easy & sharable All continue to affect what information is needed and how it is used the study of these needs & uses are proliferating in many fields & commercially important for finding ways & means to satisfy changing needs & uses Tefko Saracevic 20 … effects of changing use, needs (cont.) D-libs are being accessed & used by users that are never setting a foot in the library physically, only virtually – access by fingers not feet inspiring studies (or guessing) of needs and access ways of these virtual users users studies of digital libraries & resources are on the rise & more are under way involvement of librarians in such studies and in interpretation & translation of findings should become a trend (but will it?) to translate into appropriate responses Tefko Saracevic 21 Effects on d-libs of Many institutions, in addition to libraries, are into digital libraries museums, archives, historical societies, professional organizations, academic fields, institutions, schools, governments, commercial enterprises … you name it Diversity is growing users do not care libraries do – how to use this array? how to distinguish themselves? Tefko Saracevic 22 Also: Competition in information economy A number of players got involved in digital information taking advantage of technology many new ones (Google, Amazon…) many old ones reconfigured (publishers e.g. Elsevier) stakes are enormous & increasing a major & rapidly growing industry Competition is cutthroat Tefko Saracevic national & global with strategic significance for all 23 … effects of competition (cont.) Libraries are finding themselves in unfamiliar territory – never had such competition Tefko Saracevic positive trend: increasingly searching for and defining a constructive (and winning) role in that environment e.g. in commercial enterprises they are re-defining themselves into competitive intelligence services 24 … effects of competition (cont.) Negative contrast: gloomy pronouncements on increased irrelevance of libraries (or books, or print, or newspapers, or …) percent of people reading any book or newspapers a year is falling – one trend yet more books and a variety of magazines are made and sold per year then ever before – another trend Talking about books (one of the mainstreams of libraries) Tefko Saracevic 25 Are books under siege? A lot of stuff is read now from the screen so far books not that much paper for books (i.e. analog) is still the king However, will that change? with a lot of digitization – ever more books are digital – effect of scale & variety with new digital reader technology – ever more user friendly (e.g. Amazon’s Kindle) with new downloading & charging methods à la iPod with new, wired, screen-oriented generation Tefko Saracevic 26 Effects: New digital book & libraries Doomsday scenario: users will bypass libraries in getting books libraries will slowly get irrelevant as book holders Rethinking doomsday scenario: libraries will adjust digital collections & services & offer “circulation” of digital books in new ways – value is added services are free to own patrons – others are not Libraries will get a new and different life if they adjust © 2008 Tefko Saracevic 27 Effects on d-libs of development of On the web-based new services, capabilities, products related to d-information are mushrooming Even established ones are improving & evolving in new directions Tefko Saracevic just think of paths taken by digitization of books by Google & others 28 … effects of new services (cont.) Libraries are participating in a number of new web services e.g. Google book digitization involves many libraries, even national ones … going up & up library catalogs & circulations are becoming a part of search engines getting integrated into the online search experiences Tefko Saracevic 29 … effects of new services (cont.) Also developing own new services, e.g. e-reference: ask-a-librarian; chat reference searching: incorporation of cross-database searching; filter options for refining searches; advanced searching by place, time, broad subject, & category; recommender services geared toward “Less Searching, More Finding.” Tefko Saracevic offering access to bibliography management software (e.g. RefWorks at many libraries ) providing webcasts of events in the library 30 Service: Searching End user searching increased dramatically Professional searching in many institutions declined, even disappeared Reference transactions declined dramatically Digital resources for searching are a major & growing component & expenditure in libraries From searching move toward information literacy Tefko Saracevic 31 Service: Information literacy Knowledge how to find, evaluate and process information Involves tutorials for a field or for specific courses information guides for given fields, areas conduct if inf. literacy courses or modules including in distance education orientation for students D-libs moving into education Tefko Saracevic 32 But, major service: access Networked, distributed access still major goal but ways & means changing also involves management of digital resources & their access Development of portals – never ending Mega-portals e.g. Europeana- across countries & institutions American Memory – across heritage records, media Increasingly, local libraries are also becoming portals for all kinds of local information Tefko Saracevic 33 Effects on d-libs of increased focus on For commercial organizations measuring exchange value fairly straight forward: Return on investment (ROI), profits even willing to take long term gamble, losses But indicators of use value new & in flux tracking online visits: clicks, what words, phrases used most, (“bangs for the buck”), from where use came (addresses…); ranks in visits … instead of subscriptions measure downloads use of tracking tools on the rise to justify value Tefko Saracevic 34 … effects of measuring (cont.) Measuring & interpreting access & use in digital libraries is complex standards slowly developing ROI & value in exchange not appropriate Use measures are often equated with value in use – similarly as circulation measures statistics measures used as performance measures e.g.: visits; fill rate; downloads; percent of population (students, patrons) actually using; use level for titles Tefko Saracevic 35 … effects of measuring (cont.) New measures of value are constantly sought some are user-centric e.g. experiences; outcomes - what did the user get out of the service; impact; scorecards some within broader economic theory considering libraries as social capital some with arguments of value added by libraries to information & inf. objects Pressure to justify is rising & rising Tefko Saracevic yet actually finding ways to do so is not what would be loss in terminating a library? 36 Effects on d-libs of Connectivity coupled with cooperation becoming a major aspect of d-information benefit of feedback & contributions from a community - “wisdom-of-the-crowds” Besides blogs & Wikipedia many examples recent- aimed at scientist: 2collab bookmarks with folksonomy: del.icio.us e.g. their entry for digital libraries study of cooperation in Cooperation Commons (CoCo) of course there should be cooperation in study of cooperation Tefko Saracevic 37 … effects of cooperation (cont.) Libraries have a long history of cooperation – continues in d-libraries e.g. cataloging, consortia, OCLC, networks cooperation on the rise because of necessity But there is also library type cooperation aimed at general public all about books: cataloging your books, recommendations … LibraryThing e.g. their entry for Librarians who LibraryThing More like that will appear Tefko Saracevic has commercial value as well 38 Digital libraries & changes in their environments Role of changes in immediate context institution or community users & use technology legal, policy, politics Several large gravitational hubs of information infrastructure dominate Google, Amazon, Yahoo… Trends in these environments impact digital libraries a lot Tefko Saracevic 39 Effects on d-libs of Educational institutions trend: searching for role in digital environment e.g. online offerings, open course materials (MIT) Public communities & governments trend: e-government, e-communication Commercial organization trend: increased participation in digital anything Libraries are trying to increase their participation in new or changing aspects of their institution, organization, community if not they face being irrelevant to new directions Tefko Saracevic 40 Effects on d-libs of In many areas substantive changes public is more & more on the net for all kinds of things Open access movement continues to gain ground – but not without struggle significant support but also opposition rising Social connections on the Web – big (for now) but also individualization - myXXXX This keeps effecting d-libraries expectations & requirement of users changing e.g. full texts required & expected © 2008 Tefko Saracevic 41 Changes in scholarship “Scholarly practices across an astoundingly wide range of disciplines have become profoundly and irrevocably changed by the application of advanced information technology.” Clifford Lynch (2008) in The Institutional Challenges of Cyberinfrastructure and E-Research Tefko Saracevic Academic & research institutions are adjusting & creating own infrastructure In various ways libraries play a role in that infrastructure – still evolving incorporating growing no. of databases, dresources, web sources, access mechanisms, inf. literacy & assistance 42 Effects on d-libs of Technologies have reconstructed or changed social structures including institutions – libraries as well & have a potential to do so further In turn, social structures shape how we think about & use technology – digital libraries are a part of that as well Technologies change stuff & the changed stuff affects how we use & consider technology derived somewhat from Giddens' structuration theory Tefko Saracevic 43 Effects on d-libs of technology (cont.) Constant appearance of new technologies – hardware & software – is a constant trend D-libraries are totally technology dependent & their users are becoming so and will constantly keep chasing it interaction with technology suppliers particularly of integrative & advanced software is becoming more sophisticated & knowledgeable on part of libraries new access methods, hardware on the horizon libraries & iPods or some such & users will probably expect that they can get to library that way Tefko Saracevic 44 Technical problems Substantial - larger & more complex than anticipated e.g.: representing, storing & retrieving of library objects particularly if originally designed to be printed & then digitized operationally managing large collections - issues of scale dealing with diverse & distributed collections interoperability; federated searching assuring preservation & persistence incorporating rights management Also affected research agendas & directions Tefko Saracevic 45 Research issues starting from technical, but expanding … understanding objects in DL representing in many formats metadata, automating representation conversion, digitization organizing large collections managing collections, scaling preservation, archiving interoperability, standardization accessing, using, searching federated searching of distributed collections Tefko Saracevic evaluation of digital libraries 46 Effects on d-libs of D-libs, as most public institutions, depend on policies, laws of their governments from economic sustenance, to research, to intellectual freedom, to professional recognition … Changes in policies = often changes in fortune Changes in governments = often changes in policies Tefko Saracevic 47 D-lib research policies In the US, UK, European Union strong support for d-lib research starting in mid 1990’s – many projects Most such research was technology oriented Created strong d-lib research communities world wide Tefko Saracevic But by 2009 d-lib research support ceased – no more to some extend it shifted to other areas It will have negative effect on d-lib research larger projects cannot not be sustained without govermental support move to institutional support 48 Legally, politically … New forms of intellectual property rights for emergent information architectures of the 21st century are needed & sought Significant asymmetries in access to information have socioeconomic consequences – remedies are sought D-libraries (as libraries in general) will continue to try to affect these changes Tefko Saracevic voicing through a number of channels 49 Back to big picture Conclusions Tefko Saracevic 50 Digital libraries contribution Affected handling of information in society Penetrated many fields & human activities Started on developing an organized body of knowledge & professional competencies Applied interdisciplinarity Reaching late adolescence - toward maturity Stressed HUMAN in human-computer interaction Tefko Saracevic 51 Challenges Adjust to the growing & changing social & organizational role of inf. & related inf. infrastructure Play a positive role in globalization of information Respond to technological imperative in human terms Join competition with quality – d-libraries are value added Join DIGITAL with LIBRARIES Tefko Saracevic 52 Juncture Libraries are at a critical juncture in their evolution – digital components are revolutionizing their roles Many fields, groups ... moving into digital libraries big competition entrance of powerful players fight for stakes Need to keep progressing in its: research & development professional competencies educational efforts interdisciplinary relations And demonstrating their value to society Tefko Saracevic 53 Conclusion for d-libs A proper borrowing on how to act “Think globally, act locally.” Tefko Saracevic an environmentalist slogan coined by David Brower, founder of Friends of the Earth 54 Giuseppe Arcimboldo (1527-1593): The Librarian circa 1570 see his other pictures at http://nanimots.canalblog.com/ How will a digital librarian look like? Tefko Saracevic 55 My favorite LIDA picture Tefko Saracevic (LIDA 2006, Mljet) 56 This is how I looked when LIDA started (I wish) Tefko Saracevic 57 Tefko Saracevic 58