interoperability as recombinant potential by dEGCSJ

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									13 ways of saying something
  ordinary in New Haven:
some notes about libraries in a changing
             environment

 A presentation to the staff of Yale University
         Libraries, 5 December 2003
              Lorcan Dempsey
                     OCLC



                                                  OCLC
Overview

•   Some trends (1-7)
•   It’s research and learning, stupid .. (8)
•   It’s the library, stupid … (9-13)




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   1. Collections grid


                                          stewardship
                                   high             low

Books                                                     Freely-accessible
Journals                                                  web resources
Newspapers                                                Open source software
                            low
               uniqueness


Gov. docs                                                 Newsgroup archives
CD, DVD
Maps
Scores
                                                          Research and learning
                                                          materials
                            high




Special
                                                          •ePrints/tech reports
collections                                               •Learning objects
Rare books
                                                          •Courseware
Local/Historical
                                                          •E-portfolios
  newspapers
                                                          •Research data
Local history materials
Archives & Manuscripts,
Theses & dissertations
        2. Research and learning
        Universities will provide open access to their digital
        assets, including
        elevation of these assets into global access platforms;
        develop digital asset holdings in line with their strategic
        interests;
        and foster and sponsor national and global communities
        that will be built around education, research, and research
        training.
        Robin Stanton, Australian National University
        In: Emerging visions for access in the Twenty-first Century library.
        Washington: CLIR, 2003.



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http://www.clir.org/pubs/abstract/pub119abst.html
                                                                        OCLC
Jim Gray, various presentations, http://research.microsoft.com/~gray/
         science

        Science projects are data publishers. The scale
        and complexity of current and future science
        data changes the nature of the publication
        process. Publication is becoming a major project
        component. At a minimum, a project must
        preserve the ephemeral data it gathers.

        Jim Gray (Microsoft research), et al
        Online Scientific Data Curation, Publication, and Archiving




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http://research.microsoft.com/research/pubs/view.aspx?msr_tr_id=MSR-TR-2002-74
                                       OCLC
http://skyserver.pha.jhu.edu/DR1/en/
                                                             OCLC
http://www.lib.washington.edu/digitalscholar/projects.html
    the humanities
“The digital scholarship initiative* will bring (or at least help to
bring) focus to an emerging need and opportunity to many
scholars on campus who have been struggling individually with
attempting to articulate and elucidate this area of study. Both
the opportunity and challenges are enormous for making
significant contributions in scholarship previously impossible
without digital technology.”



Quoted in Ogburn, Joyce
SPARC Forum – Scholarly Communication Advocacy on Campus
ALA Annual Meeting Toronto 2003
June 21, 2003

*New models of academic support. An initiative of the University of Washington Libraries supported by the Andrew
W Mellon Foundation                                                                                       OCLC
                learning materials, courseware

                •    Digital assets
                •    ‘Learning objects’
                •    Content packages
                •    E-portfolio
                •    Courses        Increase in number of courses which use
                                                course management systems

                                                                                            Change
                                                                              2000   2002

                                                Carnegie Mellon University*
                                                                               150    567    378%

                                                Denison University*
                                                                                25    150    600%


[i] * Information Technology and Libraries, June 2003 (p. 80).                                   OCLC

  * personal communication, Scott Siddal
oclc taskforce on elearning

•   Diffusion of information skills
    and use through
    the learning
    process
•   Life cycle management
    of learning materials
•   Systems interaction
    between library and
    learning management
    systems




                                      Picture courtesy Dan Rehak,
                                      Carnegie Mellon University    OCLC
Institutional repository

Our institutions of higher education have overlooked an
opportunity to support our most innovative and creative
faculty for at least a decade now, to the detriment of both the
faculty members and the institutions themselves.

Cliff Lynch, http://www.arl.org/newsltr/226/ir.html



And yet …



•First steps …
•Mission …
•Long term costs …                                          OCLC
what is institutional interest in
institutional asset management?

•   Reputation management
•   Curatorial responsibility to the ‘intellectual record’
•   Enrich the discourse of scholarly communication
     – Surface rich resources
     – New opportunities for access, analysis, re-use




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3. The web

•   What to expose?
•   Selectively harvest and persistently manage scholarly
    resources?




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4. Bought materials

•   Cost and effectiveness of managing a redundant, distributed
    print collection
     – Depositories – nascent national infrastructure?
     – Collection analysis and management
     – Space
•   Growing divide between
     – mass market (see music) and
     – scholarly materials (evolving forms)?



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5. Licensed materials

•   Homogeneous collections
•   Gated environments
     – Cost
     – Licenses (what is publishing?)
•   Serials crisis <> Optimal diffusion and impact?




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6. Reclaiming the special

•   Mainstreaming ‘special’ as
    primary research materials
•   Special?
     – Primary materials
     – Costly to process
       and manage
     – Unique/rare
•   Special collections
    of the future


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     7. Above and below the line

          •   Industrialized                       •       Cottage

               •       Standards/best practice         •           Emerging

                   •     Out of the box                        •    Open source/homegrown

                    •     Routine                              •    Learning curve

                   •    Operational                        •       Soft money

               •       Gated                           •       Open reusable
          •   Multiple copies                  •   Unique

     •   Local physical/                  •   Digital content management
         access digital

•   preservation                    •   preservation
                                                                                     OCLC
8. Mission, value and change

•   It’s research and   •   Mission Statement
    learning stupid …       The Yale University
                            Library, as one of the
•   Focus on ends …         world's leading research
•   What drives             libraries, collects,
    change?                 organizes, preserves, and
                            provides access to and
                            services for a rich and
                            unique record of human
                            thought and creativity. It
                            fosters intellectual
                            growth and supports the
                            teaching and research
                            missions of Yale
                            University and scholarly
                            communities worldwide.
                                                    OCLC
    Resource allocation
                                           Stefan Collini, London Review of Books
•   But universities are a problem for governments, and they are an
    especial problem for populist governments in market democracies.
    The only two forms of justification that such governments can
    assume will be accepted by their electorates are, first, the benefits
    of 'research', especially the medical, technological and economic
    benefits; and, second, manpower planning, the training of future
    employees in a particular economy.
•   A third function, the preservation, cultivation and transmission of a
    cultural tradition, cuts some ice if it is understood to be confined to
    a small number of outstanding institutions, somewhat analogous to
    the case for national galleries and museums.
•   A fourth justification, one that has had considerable purchase in
    the United States and, in a different idiom, in France, concerns
    socialisation in civic values, but has never played very well in
    Britain, where the implicit nature of the political and social ideals
    allegedly governing our lives have not, to most people, seemed to
    need explicit formulation and inculcation.                            OCLC
Resource allocation

•   NSF has requested $5,481 M for 2004
•   NEH has requested $152 M for 2004




•   Support?
     • Special collections
     • Institutional repositories
     • Learning materials


                                          OCLC
9. It’s the library, stupid …

•   The ‘digital library’ is the library
     – The library has a responsibility to the scholarly record in its
       historical continuity and media diversity.

•   And yet …

•   The ‘digital library’ is not a library
     – Lacks:
         •   Systemic perspective
         •   Shared understanding manifest in common architectural
             principles
     – Displays:
         •   Ad hoc development
         •   Service stovepipes
                                                                     OCLC
10. Digital library developments …

•   Consolidated access to         •   Framework for digital
    licensed materials:                collections
    automating the discovery to
    delivery chain


•   Access to licensed resources   •   Digital content management
•   Z39.50                         •   Harvesting
•   Industry driven?               •   Community driven?




                                                               OCLC
11. Components

•   Repositories
     – Life cycle management of materials
     – Metadata, content and service models
     – Preservation as integral part of responsible data curation
     – Creating the persistent stuff of scholarship – ‘excitable’
•   Services
     – Search/request/deliver
     – Recommend/analyze/compare
     – Create/edit/annotate/manipulate/combine

                                                               OCLC
Components

•   Portal/presentation
     – Orchestrate services
     – Workflow integration
     – Multiple workflows – multiple presentations
     – Unplug and play – architectural perspective

•   Environment of use
     – Creation, curation, use
     – Aggregate, manipulate,

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  Application architecture
                            Directory:    Directory:
                            service       user profile
               Directory:   description                   Authentication
               ILL policy


                                                                        Common services
Directory: local
knowledge
base


                                                  Reference db

                             OpenURL resolver
                                                         Circ/ILL system

                                                                           Article db
                                                Request broker

                                                                 Query broker       Repositories




                                                                        Services
                    The User
                                                         Presentation
13. Moving forward

•   Locally responsive
•   Architecture and service development a community activity
•   Which community?
     – Pool uncertainty
     – Create shared view
     – Share development and service
     – Federated services
•   Need to take a much more instrumental view of available
    organizations




                                                        OCLC
So ..

•   Responsibility to the scholarly record involves complex
    balance of external and internal, common and unique,
    commodity and special.
•   Support for research and learning creates value. This is
    measured in terms of political support.
•   Securing future services requires a systemic approach to
    library service design and development. Needs to be driven
    in concert.




                                                         OCLC

								
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