emerging technologies for library managers-f2f.ppt

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Copyright © 2006 www.palinet.org Emerging Technologies for Library Managers John Houser May 15, 2008

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Page 1: Emerging Technologies for Library Managers-F2F.ppt

Copyright © 2006 www.palinet.org

Emerging Technologies for

Library Managers

John Houser

May 15, 2008

Page 2: Emerging Technologies for Library Managers-F2F.ppt

Trainer

John Houser

Senior Technology Consultant

(800) 233-3401 [email protected]

http://blog.palinet.org/dthttp://blog.palinet.org/

podcast

Page 3: Emerging Technologies for Library Managers-F2F.ppt

Technologies (First Session)

• Lucene/Solr• XML• RSS and Atom• AJAX• LAMP• OpenID

Page 4: Emerging Technologies for Library Managers-F2F.ppt

Concepts (First Session)

• Web 2.0 / Library 2.0• Social software• Extensible software• Feeds• New “standard” for discovery

tools

Page 5: Emerging Technologies for Library Managers-F2F.ppt

Demonstrations (First Session)

• Web feeds• Open source ILS systems• New discovery systems based on

Lucene/Solr

Page 6: Emerging Technologies for Library Managers-F2F.ppt

Web 2.0 / Library 2.0

• Tim O’Reilly (of the computer book publisher O’Reilly & Associates) has been an articulate spokesperson– What Is Web 2.0

http://www.oreillynet.com/lpt/a/6228

• May incorporate new technologies but more reflects an approach to services than a technology

Page 7: Emerging Technologies for Library Managers-F2F.ppt

Tim O’Reilly’s Six Big Ideas

1. Individual production and user generated content

2. Harness the power of the crowd3. Data on an epic scale4. Architecture of participation5. Network effects6. Openness

Page 8: Emerging Technologies for Library Managers-F2F.ppt

2.0 Characteristics

• Interactivity• Profile-based customized

experiences• Ability to self publish or collaborate• Ratings, reviews, comments, tagging• Standards-based distribution formats

that allow reuse or reformatting (XML)

Page 9: Emerging Technologies for Library Managers-F2F.ppt

2.0 Technologies

• XML• AJAX (Asynchronous JavaScript and

XML)– Cascading style sheets– XML

• LAMP (Linux, Apache, MySQL, and Perl or Python)

• Web loads software not simply pages, the Web is a software platform

• In this approach some of the processing is shifted to the client

Page 10: Emerging Technologies for Library Managers-F2F.ppt

2.0 Approaches

• More decentralized and trusting of users– Wikis– Blogs

• More finely tuned by the user– RSS– Firefox

• Mash-ups– Combining different sources into one – Data typically in some XML format

• Social bookmarking and tagging

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Tagging

• Process of assigning descriptive keywords or phrases to a online record (such as a web page in a social bookmarking system, a photographic description, or a blog entry) in order to aid in organization or retrieval

• Collective tagging can produce a folksonomy

• A word cloud is the representation of a set of tags assigned to a given web page or record by a group of people, a piece of a folksonomy

Page 12: Emerging Technologies for Library Managers-F2F.ppt

Key Social Bookmarking Sites

• del.icio.us• Furl

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Demonstration

• Furlhttp://www.furl.net

• Flickrhttp://www.flickr.com

• Digghttp://www.digg.com

• LibraryThinghttp://www.librarything.com

• Firefox add-onshttps://addons.mozilla.org/firefox/extensions/

Page 14: Emerging Technologies for Library Managers-F2F.ppt

The Long Tail

• Notion that those in the tail of a statistical graph total more than those in the main curve

• By using the net, unique needs can be met and marketed more than “average” needs

• Amazon sells more books not typically carried by bookstores than books that are carried--meeting the needs of the long tail

Page 15: Emerging Technologies for Library Managers-F2F.ppt

Wikinomics

• Idea that business is going through a huge change right now that is driven by Web 2.0 technologies and approaches and the mass collaboration that they foster.

• Don Tapscott, one of the inventors of this term believes that mass collaboration is going to fundamentally change how corporations operate.

Page 16: Emerging Technologies for Library Managers-F2F.ppt

The Cluetrain Manifesto

• This weird and wonderful document argues that companies need to change how they communicate and market themselves because of the changes in how people are communicating online, particularly in blogs.

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Web 2.0 Bottom Line

• Pros– The interactivity and social aspects

are very attractive to users– The customized experience may

better meet users needs• Cons

– It requires a much more sophisticated tool kit to build this house

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But…

It’s where the users are.

Page 19: Emerging Technologies for Library Managers-F2F.ppt

So…

It’s where we need to be.

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New Standard for Discovery Tools

• The new “standard” feature set includes:– Faceted searching– Ranked retrieval– Spell checking

• “Did you mean…”– RSS feed of search results– Book covers– Reviews– FRBR (minimally, collated editions)– Commenting

• Optional, but coming:– Tagging– Rating

Page 21: Emerging Technologies for Library Managers-F2F.ppt

Software

• NCSU’s Endeca-based system• Open source ILS advances

– Evergreen– Koha indexing update with Zebra (3.0)

• Open source indexing and discovery tools– Lucene/Solr/Flare

• Commercial discovery tools– AquaBrowser– Encore, Primo, Visualizer, etc.

Page 22: Emerging Technologies for Library Managers-F2F.ppt

Solr

• Standalone enterprise search server• Full-Text Search• Standards Based Open Interfaces• Optimized for High Volume

– XML– HTTP

• HTML Administration Interface• Scalable• XML configuration • Extensible Plug-in Architecture

Page 23: Emerging Technologies for Library Managers-F2F.ppt

So What?

•Casey Durfee of Seattle Public Library demonstrated how you can create a new discovery tool using Lucene/Solr with just over 250 lines of code

• This technology is accessible!

Page 24: Emerging Technologies for Library Managers-F2F.ppt

So What?

•Casey Durfee of Seattle Public Library demonstrated how you can create a new discovery tool using Lucene/Solr with just over 250 lines of code

• This technology is accessible!

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Seattle Demo

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Demonstration

• Lucene/Solr Exampleshttp://research.library.villanova.edu/http://peel.library.ualberta.cahttp://reviews.cnet.com

• Kohahttp://search.athenscounty.lib.oh.us

• Evergreenhttp://gapines.org/opac/en-US/skin/default/xml/index.xml

Page 27: Emerging Technologies for Library Managers-F2F.ppt

Web Feeds

• RSS and Atom are types of web feeds• A web feed is a data format used for

serving users frequently updated content. Content distributors syndicate a web feed, thereby allowing users to subscribe to it. Making a collection of web feeds accessible in one spot is known as aggregation. -- Wikipedia

Page 28: Emerging Technologies for Library Managers-F2F.ppt

RSS

• Depending on the version, RSS means– Really Simple Syndication– Rich Site Summary– RDF Site Summary

• The most recent standard is RSS 2.0

Page 29: Emerging Technologies for Library Managers-F2F.ppt

Atom

• The name Atom applies to a pair of related standards. The Atom Syndication Format is an XML language used for web feeds, while the Atom Publishing Protocol (APP for short) is a simple HTTP-based protocol for creating and updating Web resources-- Wikipedia

• Atom feeds have come into wide usage in part because of Google’s decision to use the format for all their feeds

Page 30: Emerging Technologies for Library Managers-F2F.ppt

XML

• XML (eXtensible Markup Language) is a general purpose markup language based on SGML (just like HTML) which is used to create RSS feeds among many other things

Page 31: Emerging Technologies for Library Managers-F2F.ppt

Library-related XML Schemas

• MARCXML - MARC 21 data• MODS (Metadata Object Description Standard)

- Selected metadata from existing MARC 21 records as well as original resource description

• MADS (Metadata Authority Description Standard) - Selected authority data from MARC21 records as well as original authority data

• EAD (Encoded Archival Description) - For finding aids

• METS (Metadata Encoding & Transmission Standard) - For encoding descriptive, administrative, and structural metadata

• MIX (NISO Metadata for Images in XML) - For encoding technical data elements required to manage digital image collections

Page 32: Emerging Technologies for Library Managers-F2F.ppt

OPML

• Outline Processor Markup Language (OPML) is an XML format for outlines, now used for lists of feeds

• OPML is most often used to import and export lists of subscriptions (feeds) between readers

Page 34: Emerging Technologies for Library Managers-F2F.ppt

Specifications

• RSS 2.0 (Harvard)http://blogs.law.harvard.edu/tech/rss

• Atom 1.0 (IETF)http://tools.ietf.org/html/rfc4287http://atompub.org/rfc4287.html

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Don’t PANIC!

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It’s easier done than said…

You don’t have to learn XML to produce feeds!

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Aggregators

• Software for viewing feeds• Three common forms:

– Web browser plug-in or extension

– Web-based service– Stand-alone application

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Firefox (Browser)

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Google Reader (Web-based)

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KlipFolio (Stand-alone)

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JetBrains Omea Reader (Stand-alone)

Page 42: Emerging Technologies for Library Managers-F2F.ppt

RSS and Atom Feeds Bottom Line

• Pros– Standards based– Spam free syndication– Allows users the freedom to reformat

or reuse• Cons

– Competing standards may confuse some

– Publisher has no control over display

Page 43: Emerging Technologies for Library Managers-F2F.ppt

Privacy and Libraries

• Who owns the content?– Tim O’Reilly

• Students posting material they might regret later in live

• Need for privacy policies that address user-generated content– Lauren Gelman

• Multiple personas online• Third party storage of profile data

Page 44: Emerging Technologies for Library Managers-F2F.ppt

Homework

• Discussion question for next session– What privacy issues are raised by the

shift towards the use of social software in libraries?

• Try searching in– http://www.technorati.com/– http://www.bloglines.com– http://blogsearch.google.com

Page 45: Emerging Technologies for Library Managers-F2F.ppt

End of Part One

Page 46: Emerging Technologies for Library Managers-F2F.ppt

Exercise

• Discussion question for next part– What privacy issues are raised by the

shift towards the use of social software in libraries?

• Try searching in– http://www.technorati.com/– http://www.bloglines.com– http://blogsearch.google.com

Page 47: Emerging Technologies for Library Managers-F2F.ppt

Concepts (Second Session)

• Blogging• Podcasting• Mass Collaboration• Mash-ups

Page 48: Emerging Technologies for Library Managers-F2F.ppt

Demonstrations (Second Session)

• Blog search engines– Bloglines– Google Reader– Technorati

• Podcasting• Wikis

– PLN– Library Success Wiki

Page 49: Emerging Technologies for Library Managers-F2F.ppt

Blogs

• A blog is a series of web-based articles, sometimes a journal, which is organized chronologically (the word blog is derived from weblog, a log of comments on the Web)

• Some blogs encourage wide-participation

• Many Blogs are set up as feeds, using RSS or Atom

Page 50: Emerging Technologies for Library Managers-F2F.ppt

More on Blogs

• Blogs are a social phenomenon as much as technical

• Precise definition is elusive--in essence, any web-based discussion is a blog

• Think of blogs as ongoing conversations, many are diaries and involve very controversial topics

• Most solicit responses from readers

Page 51: Emerging Technologies for Library Managers-F2F.ppt

Library-related Blogs

• There are now many library-related blogs

• Many professional discussions have largely moved from the e-mail list forums to blogs

Page 52: Emerging Technologies for Library Managers-F2F.ppt

Blog Example

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Finding Feeds

• They are everywhere• Look for the feed symbol

in a web page or next to the location box in your browser

• Click to subscribe

Page 54: Emerging Technologies for Library Managers-F2F.ppt
Page 55: Emerging Technologies for Library Managers-F2F.ppt

ProQuest and EBSCO RSS

Page 56: Emerging Technologies for Library Managers-F2F.ppt

Feeds and Blogs in Libraries

• Patron overdue notifications (Seattle Public Library)

• New title notifications (Seattle, Ann Arbor, Penn)

• Notification to students in library instruction (Philadelphia University)

• RSS implemented or planned for variety of ILS services

Page 57: Emerging Technologies for Library Managers-F2F.ppt

Creating Blogs & Feeds

• For feeds, write files in pure code• Use software to create a feed, e.g.

ListGarden, RSS Publisher, and Feed for All 

• Most blog programs generate RSS feeds, such as Bloglines

• Can create blogs with Blogger, WordPress, MovableType

Page 58: Emerging Technologies for Library Managers-F2F.ppt

Blogs Bottom Line

• Pros– Great way for libraries to speak in a human

voice– Participation of individual librarians can

attract and hold customers when they have a positive experience

– Democratizing effect• Cons

– The proliferation of personal blogs may make it hard for an organization to speak with one voice (market)

Page 59: Emerging Technologies for Library Managers-F2F.ppt

Demonstration

• Bloglines– Subscribing to a blog search feed

Page 60: Emerging Technologies for Library Managers-F2F.ppt

Blogs Bottom Line

• Pros– Great way to give a human voice to your

organization– Enhances and encourages communication

• Cons– Need to set guidelines for what is

appropriate content, if the organization’s name is associated with the blog

– Can make it hard to control the marketing message

Page 61: Emerging Technologies for Library Managers-F2F.ppt

Podcasting

• Digital sound files- format is frequently MP3 or OGG VORBIS

• Files can be played on most laptops, many PDAs, and the Apple iPod (where the “pod” in podcasting is derived)

• Typically, a podcast is distributed on the Internet via Internet feed technology such as RSS

Page 62: Emerging Technologies for Library Managers-F2F.ppt

Podcatchers

• The aggregators to obtain podcasts are sometimes called podcatchers

• Apple iTunes, available for free for Windows and Mac machines, is a podcatcher http://www.apple.com/itunes/download/

• iPodder is another podcatcherhttp://www.ipodder.org/directory/4/ipodderSoftware

Page 63: Emerging Technologies for Library Managers-F2F.ppt

Finding Podcasts

• Podcast directories:

– PodcastAlley.comhttp://www.podcastalley.com/

– Podcast.nethttp://www.podcast.net/

– iPodder.orghttp://ipodder.org

Page 64: Emerging Technologies for Library Managers-F2F.ppt

Podcasting Requirements

• Personal computer• Microphone

– Blue Snowballhttp://www.bluemic.com/modules.php?op=modload&name=Products&file=index&prod_id=18

• Software that can create MP3 or OGG Vorbis files– Audacity

http://audacity.sourceforge.net/• Web server on which to place the sound

file• Ability to create an RSS feed

Page 65: Emerging Technologies for Library Managers-F2F.ppt

Demonstration

• Podcast creation

Page 66: Emerging Technologies for Library Managers-F2F.ppt

Podcasting in Libraries

• PALINET has podcasts http://http://blog.palinet.org/podcast

• Librivox is a huge effort to provide sound files for public domain books http://www.librivox.org/

• Lansing MI public library has several podcasts of tech news, info teens, and also for children http://www.lansing.lib.il.us/podcast.htm

Page 67: Emerging Technologies for Library Managers-F2F.ppt

Podcasts Bottom Line

• Pros– Format allows customers to consume

information when and where it is most convenient for them

• Cons– Requires hardware (iPod or MP3

player)– Apple iPods don’t support MP3 files

directly– Apple iTunes only open to iPods

Page 68: Emerging Technologies for Library Managers-F2F.ppt

Wikis

• Pronounced as wick-ey (rhymes with sticky) or wee kee (rhymes with we key)

• Wiki is part of Hawaiian word for quick (wiki-wiki)

• Invented by Ward Cunningham to help develop Web pages quickly

Page 69: Emerging Technologies for Library Managers-F2F.ppt

Content Management System

• Pages editable via the web• Content stored in a database• Logs changes• Stores previous versions• Allows you to compare versions• Allows rollback to a previous

version

Page 70: Emerging Technologies for Library Managers-F2F.ppt

Social Software

• It forms a space for both collaboration and self-publishing

• Comments and discussion are encouraged

• Many wikis also support blogging, discussion forums, and other structured content

Page 71: Emerging Technologies for Library Managers-F2F.ppt

What’s a Wiki Good For?

• Getting rid of bottlenecks• Maintaining information that

changes frequently• Improving discovery• Preservation of ephemeral data

Page 72: Emerging Technologies for Library Managers-F2F.ppt

Getting Rid of Bottlenecks

• Allows you to push the responsibility for posting information on the website out to the owner of information

• Allows anyone who has the useful input to post

• Encourages a sense of community and of ownership

• Encourages collaboration

Page 73: Emerging Technologies for Library Managers-F2F.ppt

Maintaining Frequently Changing Information

•Editing is very quick and easy

•No HTML required (but some supported)

•Shallow learning curve

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Improving Discovery

• Everything is automatically indexed and searchable

• Navigational tools allow for easy discovery of new or changed data– Watches– New page lists– Changed page lists

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Preservation of Ephemeral Data

• All content is stored in a database

• All previous versions are stored

• Deleted pages can be recovered– Nothing is ever lost

Page 76: Emerging Technologies for Library Managers-F2F.ppt

Demonstration

• Library Wikis

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Wikis Bottom Line

• Pros– Easy way to collaboration– Wisdom of the crowds– Low cost web development tool

• Cons– No (real-time) central control over

content– Content may not be reliable– Still some training required

Page 78: Emerging Technologies for Library Managers-F2F.ppt

Links

• Don Tapscott on Wikinomicshttp://www.vvc1.ca/client/canclub/01152007/

• Cluetrain Manifestohttp://www.cluetrain.com

• Bloglineshttp://www.bloglines.com

• Technoratihttp://www.technorati.com

• iTuneshttp://www.apple.com/itunes/download/

Page 79: Emerging Technologies for Library Managers-F2F.ppt

Resources

• Gospodnetic, Otis, and Erik Hatcher. Lucene in action. Greenwich, CT: Manning Publications. 2005.

• Tapscott, Don and Anthony D. Williams. Wikinomics: How Mass Collaboration Changes Everything. New York, NY: Portfolio, 2006.