Empowering Library Discovery and Management Services with Social Data Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library Technology Guides http://librarytechnology.org/ http://twitter.com/mbreeding 27 July, 2015 International Conference on E-Publish
69
Embed
Empowering Library Discovery and Management Services with Social Data Marshall Breeding Independent Consultant, Author, and Founder and Publisher, Library.
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Empowering Library Discovery and Management
Services with Social Data
Marshall BreedingIndependent Consultant, Author, andFounder and Publisher, Library Technology Guideshttp://librarytechnology.org/http://twitter.com/mbreeding
27 July, 2015International Conference on E-Publishing
Marshall Breeding will give an overview of the current realm of library resource management systems and discovery services, highlighting some of the major technology trends. These products increasingly leverage use data and social networking concepts to provide more targeted and personalized services. Breeding will explore this trend among others and its implications for privacy and security of library users. Trends addressed include how social media has help shape the realm of E-Publishing.
Topics covered
Reports and resources Trends in library resource management
systems Trends in discovery services Discovery beyond the library Empowering Discovery with Social Data Trends in resource sharing and
collaborative infrastructure
Library Technology Guides
www.librarytechnology.
org
Recent Reports
American Libraries Library Systems Report 2015 online edition published May 1 “Operationalizing Innovation”
Future of Library Resource Discovery NISO White Paper commissioned by the
Document to Delivery Topic Committee Published Feb 20, 2015
Perceptions Surveys 2015 edition recently published http://librarytechnology.org/perceptions/2014/
Perceptions 2014
http://librarytechnology.org/perceptions/2014/ Annual survey for Libraries Satisfaction levels for
Company Current ILS Service Loyalty Migration Plans
Library Systems Report 2014: Strategic Competition and Cooperation Online Publication: April 15, 2015 Covers 2014+ calendar year activities
Report produced from: Questionnaire of statistics and narrative
completed by each major vendor Press announcements made throughout the
year Other background information
Library Technology Industry Reports
2014: Strategic Competition and Cooperation
2015: Operationalizing Innovation
2013: Rush to Innovate 2012: Agents of Change 2011: New Frontier 2010: New Models, Core
Systems 2009: Investing in the Future 2008: Opportunity out of turmoil 2007: An industry redefined 2006: Reshuffling the deck 2005: Gradual evolution 2004: Migration down,
innovation up 2003: The competition heats up 2002: Capturing the migrating
Resource management systems for academic libraries must be optimized for electronic resources License management Open access outside of paid subscriptions Portfolio-based management – use
knowledge base to delineate individual titles and date coverage of aggregated content packages
Fragmented Resource Management Integrated Library System for management of (mostly) print Duplicative financial systems between library and university Electronic Resource Management E-Resource knowledge base and Link Resolver A-Z e-journal lists and other finding aids Interlibrary loan (borrowing and lending) Digital Collections Management platforms (CONTENTdm,
DigiTool, etc.) Separate systems for archival materials and special collections Discovery-layer services for broader access to library
collections No effective integration services / interoperability among
Early Phase: Modular automation Integrated Library Systems Proliferation of systems to manage
electronic resources and digital collections
Current unification phase: library services platforms bring together print and electronic resource management
Next phase? Bring archival and digital assets under common management platform
Integrated (for print) Library System
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
Cataloging Acquisitions Serials OnlineCatalog
Public Interfaces:
Interfaces
BusinessLogic
DataStores
LMS / ERM: Fragmented Model
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
`
LicenseManagement
LicenseTerms
E-resourceProcurement
VendorsE-Journal
Titles
Protocols: CORE
Common approach for ERM
Circulation
BIB
Staff Interfaces:
Holding / Items
CircTransact
User Vendor Policies$$$
Funds
CatalogingAcquisitionsSerials OnlineCatalog
Public Interfaces:
Application Programming Interfaces
Budget License Terms
Titles / Holdings
Vendors
Access Details
Comprehensive Resource Management
Simplify resource management through platform consolidation
Separate components: ILS + ERM + OpenURL Resolver + Digital Asset management, etc. very inefficient model
Consolidation requires a flexible platform capable of managing multiple type of library materials, multiple metadata formats, with appropriate workflows
Library Services Platform
Library-specific software. Technical infrastructure to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services
Services Services-oriented architecture Exposes Web services and other API’s Facilitates the services libraries offer to their users
Platform General infrastructure for library automation Consistent with the concept of Platform as a Service Library programmers address the APIs of the platform to
extend functionality, create connections with other systems, dynamically interact with data
Library Services Platforms – Functional
Manages electronic and print formats of materials
Replaces multiple incumbent products Extensive Metadata Management Multiple procurement workflows Knowledgebases Built-in collection analytics Decision support for collection
development
Knowledge bases
Electronic Resource Management based on collective database of the body of e-content rather than library-by-library management
LSP extends knowledge base model to all resources Make links or associations from local holdings to
common bibliographic records WorldShare Management Services – based on
WorldCat Bibliographic records Ex Libris Alma – includes Community Zone of shared
records and resources Intota: expanded knowledge base that includes MARC
and other resources
Support for BIBFRAME
New bibliographic framework based on mapping MARC concepts and data into linked data model
No direct support for BIBFRAME in either integrated library systems or library services platforms
Developers are involved in BIBFRAME initiative Operational implementations will come once the
model has stabilized Current phase of experimental projects and
prototypes Applies differently to discovery versus resource
management
Library Services Platforms – Technical
Beyond Client/Server Computing Multi-tenant platforms Web-based interfaces Services-oriented architecture Exposes APIs for extensibility and
Many library services platforms do not include the concept of an online catalog dedicated to local physical inventory
Designed for discovery services as public-facing interface
Implication: Discovery service must incorporate detailed functionality for local materials and related services
Fully Integrated Strategy
Library services Platform Index-based discovery service Integrated link resolution Shared e-resource knowledgebase Analytics available from back-end and
discovery perspective
Split Management / Discovery Strategy
Library Services Platform for management of print and electronic resources
Separate index-based discovery Knowledge base probably provided through Library
Services Platform Link Resolution separate from Discovery: how to
perform smart linking? Export and sync resource records from management
to discovery service API look-ups for resource availability and status Patron profile and services request split between
discovery and resource management components
Empowering Discovery with Social Data
Social Media and Networks
Engagement with social networks a global phenomenon
Facebook – Twitter – Instagram -- Snapchat
An essential element of the student experience
How to infuse or adapt social characteristic into the academic experience
Social aspects of Library Resource Discovery
Integrated features that enable users to interact socially with other patrons Rate content and share with communities Form social groups that share academic
interests Reading clubs (Public library context)
Identify items of interest based on ratings and referrals of other users
Social impact on scholarly publishing
The impact of a research article has traditionally been measured through citations in other scholarly works
Today, impact is also a factor of exposure in social networks
Many scholars share references through Twitter and other general social network platforms
Many other discipline-specific forums Alternative metrics of impact that include non-
traditional references
Refining discovery socially
Collect and take advantage of use data to help identify items of interest
Tune relevancy rankings based on use data and social elements
Personalization
Social networks set expectations for highly personalized services
User profiles that set basic affiliations (major area of study, department, etc)
Systems that learn about the patron’s interest with increased use of the system Searches performed, articles selected, etc
Potential for discovery services blend individual and aggregated use data to deliver customized results and relevancy rankings
Example: bx:
makes recommendations based on associations implied in OpenURL link server logs
Important data held in selections made by researchers within a given search session.
Identifies related materials not necessarily apparent by key words or subject term assignments.
Social vs Privacy
Social features assume some degree of knowledge about a user
Personal or categorical? Concern to protect privacy while
leveraging social data or features Is it possible to fully anonymize personal
data related to search behavior?
Privacy and security recommendations
Respect the privacy of library users in all possible ways
Possible to capture extensive information through readily available tools and technologies
Encrypt search sessions. (data in motion) Encrypt stored patron details.
General Security concerns
All library systems must follow industry standards for security
Increasingly expected to encrypt all network traffic https or equivalent
Security compliance certifications for data centers and hosted services
Discovery happens elsewhere
Beyond Library Discovery
Discovery Beyond Library-provided Interfaces
Reality that most discovery happens external to library
Improve discoverability of library resources Locally: through incorporation of SEO and
semantic encoding Especially schema.org
Globally: OCLC, Google Scholar and other services
Discovery beyond Library Interfaces
Improved performance of library content through Google Scholar Same expectations for transparency?
Better exposure of library-oriented content Schema.org or other microdata formats
Better exposure of scholarly resources Open access & Proprietary
Embedded tools in other campus interfaces
Changing models of Resource Sharing
Progressive consolidation of library services
Centralization of technical infrastructure of multiple libraries within a campus
Resource sharing support Direct borrowing among partner institutions
Shared infrastructure between institutions Examples: 2CUL (Columbia University /
Cornell University) Orbis Cascade Alliance (37 independent
colleges and universities to merge into shared LSP)
BibliographicDatabase
Library System
Branch 1
Branch 2
Branch 3
Branch 4
Branch 5
Branch 6
Branch 7
Branch 8
Holdings
Main Facility
Search:
Integrated Library System
Patrons useCirculation featuresto request itemsfrom other branches