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Linking Reading lists to Acquisitions

Heather Sherman from Dawson’s talking about how they have ‘reading list’ funcitonality in their dawsonenter application. Item’s can be added to the reading list from Dawson’s database of bibliographic records, and then turned into orders directly without re-keying data.

Can import from a spreadsheet – just need an ISBN basically.

At the moment just ‘book’ type data (but includes e-books), but looking at extending beyond this. Also interested in looking at possibility of an API or similar to make it possible to populate and/or publish reading lists.

Emerald ‘Reading Lists’

Emerald have been looking at how to build ‘peer reviewed reading lists’. This is building reading lists – but currently from Emerald collection – although may look at including things from other publishers in the future.

This is a free of charge service (not a product) – something giving back to the academic university. Intended to improve workflow, and assure quality via peer review.

List creation process:

  • Identify key subjects
  • Journal/book editor recruited
  • Student recruited
  • Student follows set methodology to create list (this is documented in a booklet)
  • Editor reviews list, writes editorial
  • Revised reading list and editorial submitted to Emerald
  • Project team review list and request amendments before approving
  • Lists distributed to faculty – i.e. to academics on the ground
  • Measure usage

Case study carried out. Trial readling list built on the syllabus of ‘Services Marketsing’ course taught by Dr Mei-Na Liao at Bradford School of Management. List created using a structure devised by the project team. List peer-review within the project, List sent to Pro Liao in July 2009. 21% of Pro. Liao’s 2nd reading list taken from our list. Feedback was very positive….

Emerald see the benefits to end-users as:

  • Workflow improved with this tailored teaching aid
  • Complementary and personal service that adds value to Emerald’s products and provides a better service to end-users
  • List approved and reviewed by our experience editors
  • Value for money for librarians (increased usage of Emerald subscriptions)
  • Opportunity to build relationships

Mendeley

Ian Mulvany going to talk about Mendeley, and particularly the new API… Ian started at Mendeley 3 weeks ago, so learning as he goes!

Mendeley – intends to “help researchers work smarter”. Desktop client software (on all main platforms – Win, Mac, Linux) – helps you manage your research papers. Also have a cloud based service – can ‘scrobble‘ usage from client, and also use cloud based storage for references and papers.

Mendeley now 16 months old – 400,000 users, and real-time data on 28m research papers. Using Hadoop (basically Open Source MapReduce).

Mendeley provide an API. You can register for an API key at (invitation only until the end of July 2010) http://www.mendeley.com/oapi, and documentation at http://www.mendeley.com/oapi/methods.

Finally Ian talking about a new graphical ‘build a reference style’ tool – which will be built into next client (October) – this will allow users to build new styles. Uses CSL behind the scenes and once users have created new styles, they can share back to central list of styles.

Resource Lists and Collective Intelligence

Chris Clarke from Talis asks “How can we use collective intelligence to improve resource lists?”

Talis have product Talis Aspire – hosted ‘resource list management’ service. Talis found resource list management was a collaboration between Academics, Library and Students. Need all three involved – and academic engagement is key. Libraries also need to be able to get and manage stock. Talis wanted to avoid overheads – rekeying data etc. Also wanted to give students v high quality experience.

‘Collective Intelligence’ – aggregating information across many users/uses to find patterns of use etc. and use this to generate information. E.g. ‘Which items are frequently referenced together by the experts?’; ‘If we by this book, will learners actually use it?’; What items to learners substitute for when the guided resource are not available?’; ‘Can we guess the loan strategy upfront, instead of waiting for an item to be heavily borrowed?’

Can only do this across largish datasets – and Talis is able to aggregate over Talis Aspire customers who contribute their data. At the moment have a trial dataset made up over 4 customers – but still millions of transactions.

Chris mentions Talis use MapReduce to process large quantities of data (this approach was developed by Google, although now there are open source implementations (Hadoop) and Amazon provide an elastic MapReduce service).

Four prototype APIs (all REST based):

  • “Appears with” recommendations
    • Based on co-occurrences of items on resource lists. Academics who reference this, also reference…
  • “Borrowed with” recommendations
    • Based on the patterns of what students actually borrow. Learners who borrowed this also borrowed…
  • Loans
    • Show me how popular this item has been over time, across all institutions
  • Holdings
    • Which institutions actually have this item

Chris has posted further description of the API functions to the Reading List Solutions JISCMail list.

List8D

Ben Charlton relating how List8D was a project started at a Dev8D event – aimed at developing a new ‘reading list’ system. They then got funding under the JISC Rapid Innovation funding, and now being developed by the University of Kent for their live reading lists (hopefully from September). List8D has a Google Code page.

Now Matt Spence demonstrating the basic functionality. List8D has a very nice looking interface (although Ben notes that the use of complex CSS and javascript creates performance issues in IE). List8D allows you to search several sources at one time to add items – but has hierarchy, so you can display e.g. library catalogue results first. Also includes some admin functions – e.g. a ‘request a scan’ feature to get an item digitised for online delivery (nice idea), and a ‘note for librarian’.

Some technical details – built using ‘Zend‘ framework. Connection to other systems are handled via bits of code List8D project christened ‘Metatrons‘ – each metatron has a few functions:

  • Find resources
  • Load Metadata
  • Pass types (lists what types of resource the source contains – e.g. books, journals, etc.)
  • Unique (says what unique key the source uses)

The interface can be restyled – but generally advise doing basic stuff like colours and logo, as a bit hacked together.

Matt also talking about applying ‘reference’ styling. Something that they’ve not been able to spend a lot of time on but would love to be able to do better – very similar issue to Telstar here I think.

Reading List Hackday

For the next two days I’m at a ‘reading list hackday‘. This is a joint event between DevCSI, List8D and TELSTAR projects – all funded by JISC, and is definitely very much a ‘doing’ event – we are hoping to have people produce ideas, and realise some of those ideas as software – hopefully by the time we wrap up tomorrow.

What is a ‘Reading List’? Generally in an academic context it is a list of recommended or potential reading that tutors give to students. The format of these can vary wildly, and they can range in length from one book, to hundreds of books, articles, websites, etc. etc.

I’ve written quite a bit about how TELSTAR has been integrating reference management tools into Moodle, so what has this got to do with Reading Lists? The TELSTAR project has seen the use of reading lists, and the production of bibliographies in student essays as all part of the same workflow. Anecdotally we’ve found that the materials that students are most likely to reference are those that they’ve been recommended by their tutors, so it makes a lot of sense to make it as easy as possible for students to make a record of what has been recommended, what they have read, and finally what they are citing/referencing in their work.

So, part of the toolset TELSTAR has created is tools for tutors/lecturers to collect together lists of resources, and publish them on their course website. When they publish the lists, we can process the details to do a number of things such as adding links to online resources (using OpenURL) and providing a ‘styled’ version of the reference (whether that is in a formal citation style, or something simpler).

I hope over the next couple of days we can get some ideas and even perhaps get some new developments to TELSTAR. However, the best thing we could get out of the event is the start of an activity developer and user community interested in using and developing the TELSTAR code.

The day has started with Mahendra Mahey (UKOLN and DevCSI) talking about the event – how it came about, and picking up on issues around reading lists – using examples raised on the newly established ‘Reading List Solutions‘ JISCMail list. Then each delegate was asked to give a ’60 second pitch’ outlining why they are here, and what they want to get out of the day. Mahendra summarised a number of themes coming out of discussion on the mailing lists as follows:

  • Interoperability with several systems, particularly Library management systems (e.g. flagging items that are on list)
  • Moving away from platform dependence
  • Intended purpose and usefulness of reading lists
    • should/could read?
    • purchasing/collection management tool
  • Academic vs Student created lists
  • Lists as social network
  • Reliable stable links / Keeping lists up to date
  • Duplication of effort
  • Metadata Magic

Data citation and referencing

Last talk of the day from Kevin Ashley (from the Digital Curation Centre) – he says if you don’t know what data citation is now, he hopes he will be able to tell you why you should care about it and why it will be important in the future.

Kevin mentioning the DCC Curation Lifecycle Model – but today’s talk is focussing only on one aspect – Access, Use and Reuse.

So – why should we care about data citation? Kevin giving example of paper on LIDAR and RADAR images of ice clouds – in paper, only images – not the data used to create those images. Kevin showing how data can be misrepresented – showing graphs that don’t start at zero on one scale can lead to misleading conclusions.

So – data behind graphs can be very important. Kevin says that data used to support statements in publication should be as accessible as the publication – so statements and findings can be examined and challenged.

Kevin showing how you can misrepresent data – e.g. by taking a subset of results (that happen to favour a particular conclusion) – the data published is not always (all of) the data collected. Kevin mentioning a few texts on this – and my favourite that I was googling as he spoke ‘How to Lie with Statistics’ by Darrell Huff

Kevin giving example of studying Biodiversity – requires many different data sources, some of which won’t be published, some of which won’t have been compiled through academic research…

All of these issues mean we really ought to care about data citation.

‘Data is Different’. With traditional bibliographic resources it has basically come from a ‘print’ paradigm – i.e. ‘published’ – we’ve moved online with many of these resources, but still fundamentally the same – you ‘publish’ something and then you cite it.

However, a data set may be being added to on a continuing basis – a telescope maybe collecting more and more data all the time. What you cite now may be different by tomorrow (Kevin draws parallel to citing web resources like blogs)

So – approaches to dealing with this:

  • Giving data digital object identifiers (e.g. datacite)
  • Capturing data subsets at a point of publication
  • Freezing those subsets somewhere
  • Publication led

These works well in certain areas

Approaches 2:

  • Dataverse (thedata.org) – submit your data, get a checksum (so you can check if it has changed since publication) and citation and publish
  • Ebank/ecrystals – harvest, stor, cite
  • DataCite – working at national level with libraries and data centers

However, data changes and can be very very big: – can be changing by the second, and be petabytes in size. If you take a ‘publication’ approach – it may not be apparent that four different references to subsets of data are actually all part of the same dataset.

One way of dealing with ‘big data’ issue – rather than making copies – keep change records – create reference mechanises that allow reference to a specific change point – Kevin mentioning Memento as a possible model for this.

Another alternative is using ‘annotation’ rather than citations. When data sources have many (thousands) of contributors instead of citing data sources in publications, annotate data sources with publications. Example of ‘Mondrian’ approach where blocks of colour are assigned based on what types of annotation there are for different parts of the dataset. Turns data set into something that can be challenged in itself…

Kevin mentioning Buneman’s desiderata (see http://homepages.inf.ed.ac.uk/opb/homepagefiles/harmarnew.pdf)

Kevin concerned that the tools we have now aren’t quite ready for the challenges of data citation.

Reference Management and Digital Literacy

The first presentation after lunch was me, so you’ll have to wait for a blog post on ‘References on the Web’ until I get to write it up!

Now Helen Curtis going to talk about the links between Digital (and Information) literacy and Reference Management. [apologies to Helen I didn't capture this as well as I would have liked - she covered much more than I've got here] – her slides are at http://www.slideshare.net/helencurtis/

At the University of Wolverhampton, long history of using EndNote, used mainly by staff – researchers and postgraduates.

Few drivers to change this – in 2006 University introduced ‘Blended Learning Strategy’; seeing increased use of online resources; development of graduate attributes – including digital literacy. Also other drivers – impact of web technologies and growing concerns around academic conduct and plagiarism.

Role for reference management:

  • significant for digital lieracy
  • use tools to develop information managemet skills
  • less emphasis on learning particuar s/w – more on behaviour and application
  • Become much more relevant to undergraduate use
  • new and emerging tools are web-based

Seeing move from personal list of references, aimed at researchers with large lists of references, to more flexible tools – sharing and collaboration becoming more significant.

New approaches:

  • Teach principles of information and reference management
  • Involvement in curriculum design/team teaching
  • Linking use to assessment
  • Using the tools to aid understanding of referencing and constructing a reference
  • Using the tools as evidence of engagement with scholarly resources
  • Exploiting the sharing collaboration features

Introduced group of students to using EndNote web – got v positive feedback – (paraphrased) ‘this was the first assignment where I didn’t lose marks on referencing’

Reading Lists and References

Most University courses offer some lists of ‘recommended reading’ to their students, in this session we’ve got three presentations on ‘reading list’ systems from librarians.

University of Plymouth: Aspire (Jayne Moss)

Wanted reading list system to help improve service to students, and manage stock better in library. Decided to work with Talis – felt they could work with the company.

The key features they were looking for were:

  • had to be a tool for the academic
  • had to be easy to use – intuitive
  • designed to match the academic workflow

Worked with Talis, ran focus groups with academics, found out about the academic workflow – found a huge variety of practice. Boiled down to:

  • Locate resource
  • Capture details/Bookmark
  • Create list
  • Publish list

Integrated with DOI/Crossref lookup. Encourage academics to give access to librarians so they can check details etc.

Once you have list of ‘bookmarks’ can just drag them into reading list.

Student experience

  • v positive feedback
  • easy to use
  • links to lists embedded in their teaching site
  • liked ability to add notes (which are private to them)

Students can also tag items – although Jayne not convinced this is used much

Library experience

  • Displays availability taken from universities library catalogue – much easier than in catalogue interface!
  • Great way of engaging faculty
  • Getting accurate reading lists
  • Developed good relationship with Talis
  • Get to influence ongoing development (e.g. link from adding item to reading list to creating order in library acquisitions system)

Future developments

  • Aspire built on semantic tech
  • enable academics to build ‘better’ lists
  • enable students to collaborate and connect lists – e.g. create an annotated bibliography
  • smarter workflows – e.g. link to library acquisitions

University of Lincoln: LearnBuild LibraryLink (Paul Stainthorp)

Paul reflecting that Lincoln only partially successful in implementing ‘reading lists’.

University of Lincoln – bought reading list system, funds were only available for short period, so had limited time to assess full requirements and how far chosen product met their requirements.

Successes:

  • filled a void
  • improved consistency
  • gave library an ‘in’ on launch of new VLE (Blackboard)
  • hundreds of modules linked in by 2000
  • students are using them – have usage stats from both LearnBuild and Blackboard
  • some simple stock-demand prediction

Unfortunately there were quite a few areas not so successful:

  • not intuitive; time-consuming
  • software not being developed
  • no community of users
  • competing developements (EPrints, digitisation, OPAC, RefWorks)
  • too closely linked to Blackboard module system
  • Subject libraries don’t like it, but lack of uptake from academics means that it is the subject librarians who end up doing the work.

However, unless library can demonstrate success, unlikely to get money to buy better system… So library putting more effort into make it work.

Paul saying because they are in this situation, they have been thinking laterally, and going to come at it from a different angle. Library has an opportunity to do some ‘free’ development work – funding with no strings attached.

Created “Jerome” (patron saint of libraries) – a library unproject.

Taking some inspiration from the TELSTAR project (yay) – hope to use RefWorks webservices and regain some control for the library

The Open University: TELSTAR (Anna Hvass)

Anna talking about traditional course production mechanism at the OU – printed materials written and sent out to students. Although more delivery online now, still a huge team of people involved in writing and delivering an OU course – from writers to editors to media producers to librarians. Can take anything up to 2 years to produce a course.

Currently when creating resource lists there is a huge variation of practice – every course, faculty and librarian can have a different approach! Until TELSTAR there were several tools that could be used – but not integrated together, and not used consistently.

TELSTAR developed ‘MyReferences’ – place you can collect references, you can create bibliographies etc. Also run ‘reference reports’ which allow you previews of what references will look at in course website.

You can create ‘shared accounts’ in MyReferences which you can use to share a single account between whole course team. Also include librarian, editors, etc. in shared accounts.

Can create and edit references. Once finished, can pull list through into course website. When references display in course website get links to online resources. Students can also export references back from lists in course website – can add references to blogs, forum posts etc. using ‘Collaborative activities’ export. Can export it to their own ‘MyReferences’ account. Can export it to other packages via RIS files.

Once student has collected references in MyReferences they can create bibliographies etc.

Main benefits:

  • Makes it easier for course teams to work together – and gives them control which they like
  • Once you have course teams working on lists together, many other aspects of library integration into courses come more easily
  • Students don’t have to go to another systems or another login to use it

Positive feedback from students and staff so far. Now looking at further developments – and to keep selling it course teams!

IRM2: Zotero – latest developments

Next session this morning is from Rintze Zelle – who has become part of the the Zotero community and has been part of the core team developing CSL 1.0

Zotero (http://www.zotero.org/) - free, open source, and has been developed as a Firefox extension. Rintze starting off with a demo of Zotero.

Zotero ‘translators’ – custom pieces of code that ‘scrape’ bibliographic details from specific webpages – e.g. PubMed Central – will create a Zotero record for the item, and include a link back to the original web page. Zotero can also capture pdfs at the same time where available. There are ‘translators’ available for a wide variety of journals and publisher platforms (and library catalogues) etc. Rintze also showing how translator for Google Scholar offers to download all items in a search result, or you can pick the ones you want to import to Zotero.

Zotero also allows you to add items by identifier – e.g. DOI, ISBN etc.; Also can extract metadata from pdfs if you import them into Zotero.

Zotero supports wide range of material types – books, articles, audio/video recordings (e.g. import data from Amazon page for DVD), blog posts, etc. etc.

Can import files – e.g. RIS files

Can organise your Zotero library – create folders, use tags

Can create a bibliography  - just select references from your Zotero library you can select references and drag them into a text editor – and it will paste styled references (your choice of styling) into the editor (if you keep the shift key pressed when you drag and drop, you will get in-text citation style instead). Zotero also has plugins for Word and Open Office.

Zotero somewhere between a full desktop client, and an online service. All references in your Zotero library are stored locally on your computer, but you can sync to an online store (for free). Can sync just references, or you can sync pdfs/full-text aswell – but limited to 100Mb (free). You can pay for more space, or use your own WebDav compliant storage.

Zotero supports ‘Groups’ online – you can join groups and share references with others, or collaborate on bibliographies/research etc. Groups have ‘online libraries’ where you can view all the references in the group library, and you can access an RSS feed from the library. However you cannot currently edit the references online – you have to do this via the Firefox extension.

Zotero forums are quite active, and good place to go for support.

Rintze now going to introduce some new features coming to Zotero.

Zotero Commons

This project started in 2007, but still in development. Zotero Commons is collaboration with Internet Archive. Takes sharing references much further than current ‘groups’. Zotero Commons will offer permanent storage for open materials at the Internet Archive – will assign permanetn, unique archive URLs. [looks like basically an alternative to current Open Archiving solutions?]

APIs

Already there is easy access to the Client API – easy way of extending the client. For example there is an add-on that plots locations from publications on to a map [I guess particularly good for conference papers]

There is a Web API, but is currently ‘read-only’, but read-write is coming.

Standalone Client

This will be a version of Zotero that is independent of Firefox – you don’t need to install and run Firefox. Will give better use of screen estate (e.g. on netbooks), and provide better integration with other browsers via APIs

Citation Style Language (CSL) 1.0

CSL is a free and open XML language to described citation styles. Zotero 2.0 and Mendeley both support CSL 0.8, and there are over a 1000 styles available.

CSL 1.0 allows for localization. E.g. to Punctuation, Dates and Terms – Rintze showing some differences between US and Dutch formats – e.g. used of ‘accessed’ vs ‘bezocht’ to show date an onlien version of resource was accessed.

Name Particles – e.g. the ‘van’ in Ludwig van Beethoven. Styles differ in how they handle these. CSL 1.0 allows for different practices. Rintze mentions example of a paper he submitted, he was told references not correctly sorted, because publisher handled these name fragments differently.

CSL 1.0 alls the use of rich-text in formatting – so allows for use of things such as sub- and super-scripts.

CSL 1.0 more mature than previous versions. Increasing support from other developers – and development of CSL processors. citeproc-js will be integrated into Zotero 2.1 release – so this will be first Zotero release to support new features.

Q & A

Couple of interesting questions to highlight:

Q: Why isn’t everyone using Zotero?

A: Still some problems – e.g. things solved by CSL 1.0 like rich-text in references. Wouldn’t necessarily recommend to non-technical users quite yet

Q: When will standalone client be available, because not allowed to use Firefox in NHS in UK

A: No date; small development team so new developments take time

Presentation online at http://www.slideshare.net/rintzezelle/zotero-innovations-in-reference-management