Resource discovery

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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-SRA21-22 Agosto 2006
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Web 2.0

• October 2004 Tim OReilly coined the term Web
  2.0
• The web as a platform
• Harnessing collective intelligence
• Rich user experience
• The long tail
• Hackability
• Perpetual beta
• Architecture of participation
• Granular accessibility of content

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Library 2.0

• September 2005 Michael Casey (Library Crunch)
  coined the term Library 2.0 web 2.0 concepts
  and applications in the LIS realm (but there
  isnt agreement on the definition)
• and also
• Librarian 2.0 Librarian Web 2.0
• L2 is not just technology, it is an attitude
  (nevertheless web 2.0 is a significant part of
  the equation)

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What How Why (from a geek lib perspective)

• What ILS disaggregation, recombination and
  integration see Talis
• How (open code/standards ) API, Mashups see
  Programmable Web, AJAX see OJAX, Greasemonkey
  see LibraryThing Thing, Firefox Plugins see
  Del.icio.us search plugins
• Why Putting libraries out of the walled gardens
  (breaking information silos)
• gt remix content foster user participation
• Early adopters WPOPAC, Penn Tags

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How L2 works in libraries

• 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)
• Subject based wikis
• Bloglines trusted feeds
• Library blogs
• IM reference
• RSS alerts for library news
• Pod-video-casting guides to library services
• Personal search engines for reference (Swiki,
  Gigablast)
• Collaborative web (MySpace, Protopage, NetVibes)
  for communicating with users
• OPML see L2 ALA blog, social bookmarking see
  Del.icio.us, and social tagging CiteULike,
  Flickr for integration with VLEs

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Scout Portal Toolkit a Resource Description,
Organization and Discovery Tool

• A project funded by Mellon Foundation, builded by
  University of Wisconsin-Madisons Internet Scout
  Project in 2000
• Now (2006) fully tested vers. 1.4.x (1.3.1
  adopted by UNIMIB)
• In Italy 4 instances VL Cilea, AIB-DFP, FORMEZ,
  UNIMIB others coming
• Abroad lots (National Finnish Library Science
  Link House is a very good model)

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Scout _at_ UNIMIB LINX Link e strumenti X la
ricerca

• System Configuration layout, search options,
  users rights
• Metadata Field Editor DCMES - ANSI/NISO
  Z39.85-2001, some DC qualifiers, some fields
  (overlapping) IEEE LOM
• Web based apps
• Import/Export features
• Different levels of workflow editing
• Vocabulary control
• UTF-8 support
• User Preferences

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Metadata structure

• Metadata Field Editor
• Type of Fields Text, Paragraph, Number, Date,
  Flag, Controlled Name, Option, Classification,
  Image
• 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)

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Resource description

• Some of the 15 DC Simple (not all publicly
  viewable) dumb down cataloging rules
• Fields not implemented alternate title,
  audience, rights, contributor, source, relation,
  coverage, email address, dates
• Mandatory fields URL, Title, Description, Date
  issued, Release Flag
• DCAP for UNIMIB neither formalized nor strict
  (gt see values for type field)
• Titolo (i.e. DC title) gt text field
• Classificazione (i.e. DC subject) gt
  Classification field 13 Library disciplinary
  areas 2 additional about reference tools

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Resource description

• Parola chiave (i.e. DC subject) gt Controlled
  Name field TRT (Thesaurus Regione Toscana)
  un-controlled terms provided by catalogers
• Descrizione (i.e. DC description)gt Paragraph
  field free text provided by catalogers
• Autore (i.e. DC creator) gt Controlled Name
  field
• Editore (i.e. DC publisher) gt Controlled Name
  field
• Tipo di risorsa (i.e. DC type) gt Option field
  only some terms from DC type vocabulary

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Resource description

• Lingua (ie. DC language) gt Option field
• Formato (i.e. DC format) gt Option field
• Data ultima modifica (i.e. DC date) gt Date
  field date of record last editing (chosen within
  the date options offered by Scout gt date
  issued, date of record creation, date record
  checked and date last modified)
• URL (i.e. DC identifier) but it may be also a
  DOI or a handle or an ISBN or...
• Release Flag (proprietary tag) gt Flag field
• ID record creator/modifier (proprietary tag) gt
  not editable

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Additional features implementedfor LINX

• Linkchecker (for each registered user/each
  resource) score based on server response
• Segnala una risorsa web form for
  non-authenticated users
• Statistics (for each resource) gt coming soon

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Features not implemented for resource description

• DC Qualifiers

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Features not implemented for resource description

• OAI Mapping

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Additional features not implemented

• Forum
• Layout preferencesfor users

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Resource organization

• Browsing tree
• Last n resources in home page
• Brief and full display records
• Linkable tags classificazione, parola
  chiave, autore, editore, tipo di risorsa,
  lingua, formato
• RSS
• Import/Export records
• (Not all fields are viewable from not
  authenticated users)

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Resource discovery

• Browsing tree
• Simple search
• Advanced search (with filtering and max-num
  results option)
• Cross-field search
• RSS
• Saved search
• Mail alerts
• Recommendations

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Interaction with users and other L2 features

• RSS
• Saved search
• Mail alerts (user agent)
• Recommendations
• Resource comments (some HTML tags allowed)
• Resource ratings
• Filtering search options customization of
  records display per page
• Thumbnail for book jackets, ejournal covers,
  website screenshots
• Admin tracking user comments

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Interaction with users and other L2 features

• OAI-PMH compliance for resource harvesting
• Import/Export in tab-delimited format for data
  echange with RDN-like hubs
• News Forum for community building
• Dynamic layout (accessibility user preferences)
• Web based configuration and management
• Open Source frequent new versions developers
  all over the world
• Interoperability and open standards (XML, PHP,
  MySQL, Dublin Core, OAI o.s. required Linux,
  but also tested on Windows)

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Enjoying L2 - from LINX

• Classification factoring disciplinary areas in
  more specific classes (facets?)
• Clustering (grouping search results by type,
  format, language)
• RSS feeds for disciplinary areas search alerts
• Get recommendations along with records, not
  separately
• Sfx (min-opt) setting Scout as a web search
  option from Sfx menu
• Sfx link to an OpenUrl generator for resource
  URL field
• Metalib setting Scout as a resource see NELLI
  OAI searching via MetaIndex
• Exposing metadata for OAI harvesting
• Integration with VLEs, CMSs etc.

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Enjoying L2 - to ERMS

• OPAC-related features
• Catalogers authority control for author, title,
  publisher, classification, subject fields
• Catalogers mapping UNIMARC/DC for linking
  between records (see DC relation and source or
  UNIMARC 452 and 856 fields)
• Sfx (max-opt) deep linking in Scout from Sfx
  menu
• Federated search whether by web resource
  type/format or not see OpenWorldCat FRBR
  specs
• Open search Scout as a target see A9
• Single sign-on both for OPAC, Metalib, Scout and
  users

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Enjoying L2 - to ERMS

• Adding tags to resources for authenticated users
  recall-precision
• Displaying tag cloud in homepage (personal tag
  cloud for authenticated users)
• 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
• Scout this for Socializer-like applications
• Community features related tags/users, users
  that visit x also visit y to be included in
  Recommendations list

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Enjoying L2 - to ERMS

• Catalogers setting back-office tools for
  resource discovery (OPML, importing records from
  subject gateways, Del.icio.us-like Links for
  you)
• Catalogers displaying entries from thesauri when
  adding/editing controlled names and DC schemas
  and vocabularies when adding/editing option lists
  see post on TGL
• Ranking search results and gt
• Sort results by relevance
• File upload
• Resource display à la Digg resources that have
  received highest rates go on the home page

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Enjoying L2 - to ERMS(how to test Ajax, API,
Mashups, Greasmonkey)

• Resource relations graphic display see Grokker
• Auto-completion of search terms
• Getting Amazon resource reviews
• Getting Google Scholar references
• Displaying tags from CiteULike or Connotea
• Scraping identifiers (names, DOIs etc.) related
  with Scout resources see LIBX
• see Connotea requested features to get
  suggestions

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Websites and articles

• Scout Portal Toolkit
• LINX - Link e strumenti per la ricerca
• Virtual Library Cilea
• AIB-DFP
• FORMEZ - Biblioteca virtuale per la Pubblica
  Amministrazione
• Edward Almasy et al., Software for building a
  full-featured discipline-based web portal, D-Lib
  Magazine, 8 (2002), 11
• Edward Almasy, The Scout Portal Toolkit an
  overview, ALA Annual Conference, Atlanta, June
  13-19, 2002
• Edward Almasy, Tools for creating your own
  resource portal CWIS and the Scout Portal
  Toolkit, Library Trends, 54 (2005), 4

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Collaboration

• Wiki for sharing knowledge
• Records exchange
• Setting up a harvester (OAI, SRU/SRW) for
  searching against databases (every instance
  exposing its metadata)

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Questions?

• Acknowledgements
• we are here thanks to Paolo Avesani -)

This work is published underCC license -
Attribution-NonCommercial-ShareAlike 2.5 Italy