Workshop on Quality/Selectivity of the DLESE Collections • Framing the Question • History of the Discussion Kim Kastens, June 30, 2003 Framing the Question • DLESE has Broad Collection and a Reviewed Collection. We are (mostly) talking about the Broad Collection. Framing the Question • Resources enter the DLESE Broad Collection via two routes: – Individually, via the DLESE Cataloging Tool (the “Community Collection”) – As part of an aggregated or themed collection, a collection accessioned into DLESE in its entirety. • We are concerned with quality and relevance of resources entering via both routes. Framing the Question • Anyone can submit a resource to DLESE via the cataloging tool, which is an open set of web forms. • This has given rise to concerns that “junk” could get into the DLESE Collections. Framing the Question • This workshop needs to make recommendations on two issues: – What should be the criteria by which resources are approved for inclusion in the DLESE Broad Collection? – What should be the procedures by which these criteria are implemented? Framing the Question: Criteria • Resources submitted for the DLESE Broad collection currently must meet two criteria: – The resource is relevant to Earth System Education – The resource works (i.e. it has no conspicuous bugs). Framing the Question: Criteria • Other possible criteria that have been suggested for the DLESE Broad Collection: • No cost or low cost for educational users • Resource is in English • No commercial message • No intrusive advertising • No blatant religious message • No blatant political message • No blatant errors of fact • Educational effectiveness • Well documented Framing the Question: Procedures • With respect to procedures, we have two issues: – By what process shall we identify problematic resources? – What shall we do when we find a problematic resource? Framing the Question: Procedures • By what process shall we identify problematic resources? – Ask the resource contributor (current system)? – Screening by the community? – Screening by paid staff? Framing the Question: Procedures • What shall we do when we find a problematic resource? – Exclude it from the collection? – Include it in the Broad Collection but annotate it? This is what an annotation might look like in the Discovery System: Framing the Question: Procedures Screening by paid staff Proble matic resources exc luded from li brary Proble matic resources anno tated in Discovery System Screening by comm unit y 1 2 3 4 History of the Discussion • Coolfont: August 1999 – Collections Policy drafted – There shall be a Reviewed Collection and an “Unreviewed” Collection – Collection Committee established History of the Discussion • Coolfont: August 1999 (cont’d) – Rationale for Reviewed Collection: • Users’ Perspective: “…. recognized, efficient source for quality teaching and learning materials.” • Creators’ Perspective: “…. a recognized stamp of professional approval at the level of publication in a peer-reviewed journal.” – Rationale for the “Unreviewed” Collection: • “Users are seeking materials on a huge range of topics. The DL provides added value by being inclusive while providing powerful search and classification capability.” History of the Discussion • Coolfont: August 1999 (cont’d) – Criteria for Reviewed Collection: • • • • • • • Accuracy, as evaluated by scientists Importance/significance Pedagogical effectiveness. Well documented. Ease of use for students and faculty Inspirational or motivational for students Robustness/sustainability History of the Discussion • Coolfont: August 1999 (cont’d) – No Criteria established for “Unreviewed” Collection – After debate, it was decided that there would be a human-mediated step between submission of resource and ingestion into library. History of the Discussion • Spring 2000: Academic Career Recognition Task Force Web Survey – Seven selection criteria for the Reviewed Collection met approval of prospective DLESE users, resource creators, and department Chairs. History of the Discussion • Mid-late 2000: Collecting began – DPC: testbed collection for exercising metatdata framework – Montana State: Dave Mogk & students – Foothill College: Chris DiLeonardo & students History of the Discussion • October 2000: Collections Meeting at Boulder: – DLESE Community Cataloger tool introduced to non-DPC collecting groups (AGI, Montana State, others?) History of the Discussion • November 2000: Steering Committee Meeting at Lamont: – Contentious discussion about “filters” at the gateway to the Broad Collection – Agreement on only two of the discussed “filters”: (1) relevant to Earth System Education (2) “It works”, e.g. no conspicuous bugs - Contentious discussion of how to apply “filters”; clarity seemed to emerge when John Snow described a “holding tank” system used in his history group. History of the Discussion • Nov-Dec 2000: Steering Committee Meeting at Lamont (cont’d): - Meeting Minutes: • “The general concept of a 30-day public comment period on new resources was agreed to. This will allow a time for the community to review resources….” • “In the short term, partners collecting resources …. will review them to make sure they are appropriate • “….the Collections Committee, collection proposal team and the DPC will work together to investigate mechanisms for encouraging review….” History of the Discussion • February 2001 Collections Meeting: – Joint meeting of Collections Committee, “Collections Partners”, and Community Review System Editorial Review Board – DLESE Community Cataloging Tool open to the world – Collections Committee drafted Deaccession Policy History of the Discussion • February 2001 Collections Meeting (cont’d): – Collections Committee discussed “filters” at gateway to Broad Collection. Imperfect consensus: • Relevance Filter – Is the resource relevant to Earth System Science education? • Integrity Filter – Are there no blatant errors of fact in the resource? – Are there no blatant political, religious, or commercial messages in the resource? – Does it function reasonably; i.e., seem to be basically bug-free? History of the Discussion • April 2001 Steering Committee meeting at Biosphere 2: – Collections Committee/DPC Collections group presented fleshed out version of the “holding tank” or “provisional status” plan. – Many questions and issues. Who are reviewers? How mobilized and overseen? No $ to oversee the “army of filterers.” – No resolution. History of the Discussion • July-Aug 2001 Steering Committee meeting at Flagstaff: – 850 resources in library. Metadata QA streamlined. – “Mike Mayhew indicated a concern …about the broad collection. ….Where is the quality control in developing the collection? Do we dilute the value of library with variable quality?” – Holding tank idea revisited, in simpler form without “designated reviewers” – Action item: “Boyd …. will develop a draft proposal/set of guidines to implement a holding tank in which resources are discoverable in the system and identified as accessioned within a 30-day period with some mechanism to accept comments. The proposal for implementation will not include a designated reviewer” History of the Discussion • February 2002 Steering Committee meeting at Boulder: – Draft Collections Accession Policy presented – Revised throughout spring – DLESE oversight would be review of review process, rather than review of individual resources History of the Discussion • July 2002 Steering Committee & Annual meeting at Cornell: – – – – Deaccession Policy approved Interim Collection Accession Policy approved First annotation service demo’d within DLESE Faulker reported that NSDL content philosophy was: “Educational value …to be manifest in capabilities for annotation and selective filtering, rather than an accession threshhold” – Possibility raised that annotation option might be solution to ongoing dilemma about quality of DLESE Broad Collection. History of the Discussion • Fall 2002: – Sumner et al focus group study of Educators’ perceptions of Quality. – Best Practices for Resources summited to the DLESE Reviewed Collection begins to take shape. History of the Discussion • Spring 2003: – Ad hoc Collections group met in Boulder, worked on how to implement Interim Collections Accession Policy and on Pathways to Reviewed Collection document – June 13: 12 collections met documentation requirements to be accessioned as collections.