Mark Notess, Indiana University
David Cliff, Indiana University
Jim Eng, University of Michigan
June 10-15, 2012
Growing Community;
Growing Possibilities
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Background and current context
Demo
Current improvement work for Sakai CLE
Future directions
Discussion
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2006-2008 Mellon grant to IU Libraries and
University of Michigan: Integrate licensed
library content and Sakai
Other participants: UC Berkeley, Johns
Hopkins, Northwestern, Stanford, Yale
Citations Helper (Sakai 2.4-2.7 development)
◦ Enables users to search and retrieve citations and
make stable URLs to content with Sakai
◦ Uses library metasearch tools, Google Scholar, RIS
import, and/or manual adding of citations
◦ Embedded within the Resources tool
◦ Metasearch also available from rich text editor
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Uses an open URL resolver to provide a stable
URL. E.g., for
Notess, Mark; Kouper, Inna; and Swan, Maggie B. (2005). “Designing
effective tasks for digital library user tests: lessons learned.” OCLC
Systems & Services, 21(4), pp. 300-310.
Open URL:
http://kg6ek7cq2b.search.serialssolutions.com/?url_ver=Z39.882004&url_ctx_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Actx&rft_val_
fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Ajournal&rft.genre=article&
rft.aulast=Notess&rft.aufirst=Mark&rft.au=Kouper%2C+Inna&rft.au=
Swan%2C+Maggie+B.&rft.atitle=Designing+effective+tasks+for+dig
ital+library+user+tests%3A+lessons+learned.&rft.jtitle=OCLC+Syst
ems+%26+Services&rft.date=2005&rft.volume=21&rft.issue=4&rft.s
page=300&rft.pages=300-310&rft.issn=1065-075X
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Libraries moving away from federated search
products to discovery systems such as EBSCO
Discovery Service, ExLibris Primo or Serials
Solutions Summon.
New Google Scholar interface does not
support “add to Sakai” functionality.
Sakai rich-text editor is changing.
Citations helper as it exists today isn’t much
used.
Third-party citation tools such as Zotero and
Mendeley are becoming more sophisticated.
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“Libraries & Sakai 3” multi-institutional user
research study, 2009-2010. Report available:
https://confluence.sakaiproject.org/x/PwCX
Oxford’s Sir Louie project integrates Primo
and updates OpenURL support to 1.0
Michigan integrates Summon
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For Sakai CLE
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•
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Fixing long standing bugs
Cleaning up JIRA tickets, to allow for
better clarity and direction moving
forward
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Improving compatibility with EndNote
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Making the most of the Open Source
community and its resources
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While not glamorous, a reorganization and
clarification of several outstanding tickets
showed the importance of several key issues
that Citations Helper faced.
This being completed has allowed for greater
focus on the more important issues facing the
Citations Helper in the near future.
◦ SAK-20589 SAK-18495 and SAK-20588 have been
edited to reflect the fact that they are duplications
of an existing (and fixed) bug, SAK-16091.
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Already completed
 SAK-20590 – First citation of list not imported
 SAK-22182 – Date Field disappearance
 SAK-21910 – Swedish internationalization update
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Planned in the immediate future
◦ SAK-19154 – Data split over multiple line feature
◦ SAK-16091 – The patch supplied in this issue
greatly improves the Importation process. However,
to be completed, a conversion script must be
written, to allow for earlier Sakai versions to take
advantage of the solution provided.
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Framework for multi-institutional testing put
in place last fall
Opportunity for community involvement, both
in the testing and coordination of the testing
& response:
https://confluence.sakaiproject.org/x/XJiCB
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While the Citations Helper has made good
progress in its ability to import information,
there is still some greater work required to
cover all Citation types, and to implement the
varying aspects of the file format
specification.
◦ For example, the ability to split values over
multiple lines needs to be supported, and
once implemented, tested to ensure no
regression on quality or progress.
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The EndNote compatibility can be improved by
observing the information gathered by such
projects as Zotero, who have already invested
resources and time tackling the complexities
Citations Helper faces.
Improvements made to Citations Helper may
be able to serve the community better if they
were done in a Java library that others can
readily re-use, and improve on collectively.
This minor abstraction would also allow for
better compatibility testing in the future.
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Default editor has been FCK Editor
◦ A JavaScript plug-in was developed to insert
citations into documents produced in the editor
◦ The existing plug-in supports discovery of citations
through library search only
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Default editor is CK Editor in Sakai 2.9
◦ We will need a complete rewrite of the plug-in for
CK editor
◦ We should take a step back and think about how it
should work
◦ Where do citations come from – existing citations
lists, library search, import, all-of-the-above?
-- Who will do this work? Any volunteers?
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In the Resources tool, users can create a
Citations List (as demonstrated earlier)
Due to changes in the context and available
technologies, work is needed in the Citations
Helper
Again, some rethinking is in order
Without major reworking, the Citations Helper
could become much more usable and useful
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Current Flow
Current Flow
Current Flow
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Citations Helper
is launched from
Resources Tool
but the views
and actions are
different.
Too many
confirmations
required.
Operations seem
out of order.
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Some standard design features in Sakai 2.x
Menu bar
Actions on ‘selected’ items
Sorting by
Column
headers
Pulldown menu for
actions on individual list items
Make this item ‘Create Citation List’
for consistency
Allow editing the Citation list name
at the beginning
rather than at the end
Metadata on
the citation
list as a
whole,
currently
presented
after
‘continue …’
towards the
end of the
flow
Citation List Name:
New Citation List
Access and Availability (time and date)
Add Citations from
Import
MLibrary ArticlesPlus
Google Scholar
Manually Create
Export to CTools
Reformat this preview
page to be similar to
the presentation of
the citation list when
opened from
Resources
At this point Citations have
been added to Sakai. Allow
deletion here because
some citations may not
contain enough
metadata/info to be useful
(
)
Close preview,
user is left back in
ArticlesPlus
window to do a
new search
Add More
Citations
Done
Cancel
Close preview, do
not add these
citations To list (i.e.,
delete them), Close
window and user is
back in ArticlesPlus
Another use of pulldown menu for
actions on individual list items
Citation List Name:
War of 1812 citations
Export Selected | Export All | Remove Selected | Remove All
First Author
Published Year
Blaine Taylor
2012
Hurlburt, WH.
2011
View
Edit
GetIt
Remove
Add Citations from
Save
MLibrary ArticlesPlus
Google Scholar
Manually Create
Import
Preview
Sort choice persists for a particular citation list? (there is a ‘save sort’
button currently)
Proposed Revised Flow
SAK-22083
Add
Citatio
ns
Cancel
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CLE and OAE
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Citations are fundamental elements of
academic life
◦ Contain basic metadata about academic work
◦ Provide direct links to sources of information
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Citations should be recognized as first-class
entities in the LMS/CMS
Citations in the LMS/CMS should encapsulate
the metadata needed to describe a resource
fully and the links needed to access it (when
possible)
People need to be able to copy citations and
paste citations
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People need to be able to bring citations into
the LMS/CMS and embed them anywhere they
want to, including:
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Reading lists
Syllabuses
Assignments and assignment submissions
etc.
People need easy movement back and forth
between LMS/CMS and other places they use
citations (e.g. Library Search, Zotero,
RefWorks, EndNote, Google Scholar)
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Goal should be to piggy-back on existing tools
and support their integration into the LMS/CMS
One possible approach: Write an external LTIfriendly webapp that “wraps” an external citations
manager like Zotero or RefWorks (as well as
library search capabilities) and supports copying
or pasting well-formatted citations from there
◦ This would allow people to access existing citations or
find new citations from within the LMS/CMS
◦ They might import citations or copy-paste them
◦ Using LTI would allow use of this capability in CLE, OAE
and other CMSes
◦ WYSIWYG plugin to support pasting full citations
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Hathi Trust plugin for CK Editor (in progress,
Michigan)
Open Educational Resources (OER) discovery
(proposed)
Integrate online video/audio collections into
CMS (Indiana, IMLS funded project)
LTI app to add a targeted Subject Research
Guides to a course site in Sakai (in progress,
Michigan)
Library help - chat widget
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Background on original “Sakaibrary” project:
www.sakaibrary.org
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More recent “Sakai3”/Library integration
work:
https://confluence.sakaiproject.org/x/PwCX
Email to sakaibrary@umich.edu or sakaidev@collab.sakaiproject.org
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And ways to get involved
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