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University of Aveiro, Portugal » fsb@ua.pt
VuFind Summit 2012




                                                                    Filipe MS Bento
                                                                                                                                   PhD Research grant by
Villanova University's Falvey Memorial Library   October 15, 2012


VuFind as a Participatory Scientific Information
Discovery, Access, Evaluation and Sharing Service
Discovery




            powered by “the machine”
Discovery




            powered by patrons
Impetus

                   Library


  Systems that
  facilitate the               Web 2.0: to be
                             where our users are;
  discovery and
    sharing of               Generate a dynamic
   information                of participation and
                             shared production of
                                   contents.
Impetus
Higher Education' Libraries and the Bologna Process



                               Reinforces the
                          role of the Library as a
                    complementary space for informal
                     learning, socially facilitated by its
                        users, enabling information
                          discovery and sharing.
Core Concepts

              Information Integration
              :: Agregation and Federated search?
              Library 2.0
              :: Active/Receptive
  buzzwords   Users 2.0
              :: Participative users
Users 2.0




            net generation (students)
Users 2.0




            “digital immigrants”
Users 2.0




            “enjoy the ride”
Library 2.0 / Users 2.0
making the thriving connection
                                Jack Maness (2007)

                                “Library 2.0 is not about
                                searching, but finding;
                                not about access, but
                                sharing.    Library   2.0
                                 recognizes that human
beings do not seek and utilize information as individuals,
but as communities”
Collective Intelligence




“No one knows everything, everyone knows something...“   Without…
 Pierre Lévy (1997)
Collective Intelligence




                          Puzzle solved!
Collective Intelligence




                          Folksonomies
Collective Intelligence




                          Folksonomies
Collective Intelligence




                          Folksonomies
What we are implementing
  using VuFind as the base system:
      An integrated and participatory service for search guidance,
      recommendation, evaluation and sharing.
contributes


                   “Search  Find  Evaluate (select)  Understand  Share” cicle


  ideally


              Oriented to “ad-hoc” communities construction / identification



              Results should also show patrons or communities that are more active in that area
Initial survey
 Aimed at evaluating the information search
 and retrieval habits, which resources and
 sources do the University of Aveiro’s users
 value and their presence and information
 sharing habits in social networks.

 Online Survey, "invitation only":
 • 26 questions, some conditional;
 • 2 months time span, 27th Jan – 23rd Mar 2010;
 • 4.228 full responses from about 14.500 possible;
Initial survey - Results
  Relevance given to information in blogs
  or shared by other users on social networks
     100%                                             Irrelevant
            10%   13%
                        19%                     17%
     90%                      26%
                                    34%   32%
     80%
            18%                                       Little
                                                      relevance
     70%          38%                           30%
                                                      No answer
                        41%
     60%
                              41%
     50%                            37%   39%         No opinion
     40%
            35%
                                                      Relevant
     30%
                  28%                           31%

     20%                23%                           Very
                              16%
            14%                     12%   14%         relevant
     10%          8%                            4%
                        5%    5%    3%    3%    5%
            4%    3%    2%    1%    1%    1%          Essential
      0%
Initial survey - Results
  Relevance given to features in the Results List
                                                                   0%    10%    20%         30%    40%    50%    60%        70%   80%     90% 100%

         Automatic recommendation of documents or related
                                                                              31%                               52%                         9% 2%
                          resources

            Faceted browsing (subjects, authors, year, etc.).                       41%                               44%                     6%


     List of tags placed by users to records in the results list        14%                    41%                                29%           4%


          Subscription of updates (RSS feed of new records)             13%                  38%                                  27%          7%


                          Interface for mobile phones / PDAs        10%              26%                               35%                16%

    Receive notifications / SMS alerts (reserves, end of loan,
                                                                              29%                      33%                        20%        10%
                              etc.).

                 Other features, including possible new ones                                                                                    3%


                                                     Very Important      Important        No opinion   Not selected    Little relevance   Irrelevant
Initial survey - Results
  Relevance given to records contents’
  enrichment via (external) Information aggregation
                                                                 0%     10%       20%     30%     40%     50%     60%     70%       80%   90% 100%

                                                    Summary                         51%                                   39%                     3%

                                            Table of Contents                      44%                                  44%                       4%

                                              Expert reviews                  34%                               46%                         12%

                                                Cover (books)         15%                       43%                                 30%           5%

                                                Rating (stars)        12%                  39%                                  34%              6%

   Classification (keywords assigned to the document, tagging)              27%                          45%                              17%     3%

                                      Comments (from users)           12%                  43%                                      32%           6%

      Export to other systems such as blogs, facebook, twitter,… 12%                     32%                                  31%               12%

                   Other features, including possible new ones 0%
                                                               1%


                                                  Very Important      Important     No opinion        Not selected    Little relevance    Irrelevant
Initial survey - Results
  Relevance given to communities’ features
                                                                0%    10%    20%     30%   40%      50%    60%     70%     80%      90%    100%


                     Consult groups and associated users         6%                 45%                                   29%             6%


    Consult works or resources recommended by the group /
                                                                     14%                    55%                                     16%    3%
                             users

             Access blogs, wikis, etc., from different groups    7%                38%                                  33%               8%


                Other features, including possible new ones                                                                                 1%


                                                   Very Important     Important    No opinion    Not selected    Little relevance    Irrelevant
Initial survey - Results
  Features in which they would take part / contribute
                                                                      0%        10%     20%       30%     40%      50%    60%     70%     80%    90%        100%

                          Rating (stars, for instance) of documents               27%                     28%                            27%              8%
     Classification (assigning keywords to the document, tagging)               22%                      32%                             26%              9%
                                                         Comments               21%                     30%                             31%               7%
                               Follow users with common interests               19%                     33%                                               9%
    Consult documents or resources recommended by other users                         35%                             39%                           14%     3%
                               Create new Communities or Groups            8%     15%                                 37%                       26%
                                      Join Communities or Groups            17%                    31%                                  31%               9%
      Recommend documents or share resources in Communities                     22%                      32%                             27%              8%
     Collaborate in blogs, wikis or other collective resources of the …     13%             21%                                  33%                  15%

                                                Always, when relevant       Sometimes         No opinion        Not selected    Very occasionally      Never
Recommendations, Evaluation
    and Sharing within VuFind
Recommendations
 … of related searches:




               using Authorities / Thesaurus databases
Recommendations
 … of related searches:




               using external sources’ Authorities APIs
Recommendations
 … of related searches:




         linking to the same search in external services
Recommendations
 … of related searches/resources:




                             from Course Reading lists
Recommendations
 … of related searches/resources:




          browsing public lists about a certain subject
Recommendations
 … of related resources:




 ideally

      + based on tags’ frequency, other resources with the same tags;
      + based on other accessed resources within the same search;
      + circulation data: based on loans history from patrons but
           should be limited to the same or related subjects;
      • better yet: users more active in that area (upon their express agreement).
Recommendations
 … optimal – from a shared central index:




              Discovery:
Evaluation
 … in the results’ list:




                           … from Google Books
Evaluation
 … in record’s full view:




               … based on ratings given by other users
Evaluation
 … in record’s full view:




                            ... based
                            on an
                            enhanced
                            Google
                            Preview
Evaluation
 … in record’s full view: contents




    …based on information retrieved from goodreads
Evaluation
 … in record’s full view: Community tab




   …based on the number of recommendations/shares
  and discussion within record’s facebook social plugin
       or any other external service plugin like DISQUS
Evaluation
 … EBSCO EIT module: Journal Ranking




 …based on Scimago’s SJR : Scientific Journal Rankings
Sharing




          Social bookmarking / Social Networks
Sharing




          Social bookmarking / Social Networks
Sharing
 Pinterest




  social discovery: online bookmarking + photo sharing + visual “to do” lists
                                                       = Inspiration Boards
Sharing
     “Community” tab




     … facebook is virtually the third country in the world:
4th Oct 2012 announcement: over a billion active users around the world
Sharing
    Be where users are and attract them to visit and add value to locally indexed resources


                                          Community




                    Rates/
                    comments
                               Rates/
     Shares/                                                   Shares/              Shares/
                               comments
recommends                                                     recommends      recommends
                                                               Rates/
                                                               comments




       Users may come and go, but the value they add accumulates
… and Now for Something
  Completely Different:
Presenting…




     SEARCH 4.0
Search 4.0

 … a natural social dynamic amongst
 the four key elements:
 1. user;
 2. resources;
 3. semantic mapping of metadata;
 4. user’s communities (their peers,
   users with common interests)
Search 4.0

 In full interaction enhanced by the
 system, these four elements
 generate a dynamic social network,
 self-sustainable and with guarantee
 of future preservation, a social
 network not only of human actors,
 but rather the resources themselves
 taking the role of actors.
Search 4.0

 In fact, resources
 were always
 actors, having
 their own
 network. When
 an author cites
 others resources,
 expands their “social” network.
VuFind Summit 2012




                                                                                University of Aveiro, Portugal » fsb@ua.pt
                                                              Filipe MS Bento
                                                                                                                             PhD Research grant by
Villanova University's Falvey Memorial Library   Thank you!

VuFind as a Participatory Scientific Information
Discovery, Access, Evaluation and Sharing Service

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VuFind as a Participatory Scientific Information Discovery, Access, Evaluation and Sharing Service

  • 1. University of Aveiro, Portugal » fsb@ua.pt VuFind Summit 2012 Filipe MS Bento PhD Research grant by Villanova University's Falvey Memorial Library October 15, 2012 VuFind as a Participatory Scientific Information Discovery, Access, Evaluation and Sharing Service
  • 2. Discovery powered by “the machine”
  • 3. Discovery powered by patrons
  • 4. Impetus Library Systems that facilitate the Web 2.0: to be where our users are; discovery and sharing of Generate a dynamic information of participation and shared production of contents.
  • 5. Impetus Higher Education' Libraries and the Bologna Process Reinforces the role of the Library as a complementary space for informal learning, socially facilitated by its users, enabling information discovery and sharing.
  • 6. Core Concepts Information Integration :: Agregation and Federated search? Library 2.0 :: Active/Receptive buzzwords Users 2.0 :: Participative users
  • 7. Users 2.0 net generation (students)
  • 8. Users 2.0 “digital immigrants”
  • 9. Users 2.0 “enjoy the ride”
  • 10. Library 2.0 / Users 2.0 making the thriving connection Jack Maness (2007) “Library 2.0 is not about searching, but finding; not about access, but sharing. Library 2.0 recognizes that human beings do not seek and utilize information as individuals, but as communities”
  • 11. Collective Intelligence “No one knows everything, everyone knows something...“ Without… Pierre Lévy (1997)
  • 12. Collective Intelligence Puzzle solved!
  • 13. Collective Intelligence Folksonomies
  • 14. Collective Intelligence Folksonomies
  • 15. Collective Intelligence Folksonomies
  • 16. What we are implementing using VuFind as the base system: An integrated and participatory service for search guidance, recommendation, evaluation and sharing. contributes “Search  Find  Evaluate (select)  Understand  Share” cicle ideally Oriented to “ad-hoc” communities construction / identification Results should also show patrons or communities that are more active in that area
  • 17. Initial survey Aimed at evaluating the information search and retrieval habits, which resources and sources do the University of Aveiro’s users value and their presence and information sharing habits in social networks. Online Survey, "invitation only": • 26 questions, some conditional; • 2 months time span, 27th Jan – 23rd Mar 2010; • 4.228 full responses from about 14.500 possible;
  • 18. Initial survey - Results Relevance given to information in blogs or shared by other users on social networks 100% Irrelevant 10% 13% 19% 17% 90% 26% 34% 32% 80% 18% Little relevance 70% 38% 30% No answer 41% 60% 41% 50% 37% 39% No opinion 40% 35% Relevant 30% 28% 31% 20% 23% Very 16% 14% 12% 14% relevant 10% 8% 4% 5% 5% 3% 3% 5% 4% 3% 2% 1% 1% 1% Essential 0%
  • 19. Initial survey - Results Relevance given to features in the Results List 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Automatic recommendation of documents or related 31% 52% 9% 2% resources Faceted browsing (subjects, authors, year, etc.). 41% 44% 6% List of tags placed by users to records in the results list 14% 41% 29% 4% Subscription of updates (RSS feed of new records) 13% 38% 27% 7% Interface for mobile phones / PDAs 10% 26% 35% 16% Receive notifications / SMS alerts (reserves, end of loan, 29% 33% 20% 10% etc.). Other features, including possible new ones 3% Very Important Important No opinion Not selected Little relevance Irrelevant
  • 20. Initial survey - Results Relevance given to records contents’ enrichment via (external) Information aggregation 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Summary 51% 39% 3% Table of Contents 44% 44% 4% Expert reviews 34% 46% 12% Cover (books) 15% 43% 30% 5% Rating (stars) 12% 39% 34% 6% Classification (keywords assigned to the document, tagging) 27% 45% 17% 3% Comments (from users) 12% 43% 32% 6% Export to other systems such as blogs, facebook, twitter,… 12% 32% 31% 12% Other features, including possible new ones 0% 1% Very Important Important No opinion Not selected Little relevance Irrelevant
  • 21. Initial survey - Results Relevance given to communities’ features 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Consult groups and associated users 6% 45% 29% 6% Consult works or resources recommended by the group / 14% 55% 16% 3% users Access blogs, wikis, etc., from different groups 7% 38% 33% 8% Other features, including possible new ones 1% Very Important Important No opinion Not selected Little relevance Irrelevant
  • 22. Initial survey - Results Features in which they would take part / contribute 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Rating (stars, for instance) of documents 27% 28% 27% 8% Classification (assigning keywords to the document, tagging) 22% 32% 26% 9% Comments 21% 30% 31% 7% Follow users with common interests 19% 33% 9% Consult documents or resources recommended by other users 35% 39% 14% 3% Create new Communities or Groups 8% 15% 37% 26% Join Communities or Groups 17% 31% 31% 9% Recommend documents or share resources in Communities 22% 32% 27% 8% Collaborate in blogs, wikis or other collective resources of the … 13% 21% 33% 15% Always, when relevant Sometimes No opinion Not selected Very occasionally Never
  • 23. Recommendations, Evaluation and Sharing within VuFind
  • 24. Recommendations … of related searches: using Authorities / Thesaurus databases
  • 25. Recommendations … of related searches: using external sources’ Authorities APIs
  • 26. Recommendations … of related searches: linking to the same search in external services
  • 27. Recommendations … of related searches/resources: from Course Reading lists
  • 28. Recommendations … of related searches/resources: browsing public lists about a certain subject
  • 29. Recommendations … of related resources: ideally + based on tags’ frequency, other resources with the same tags; + based on other accessed resources within the same search; + circulation data: based on loans history from patrons but should be limited to the same or related subjects; • better yet: users more active in that area (upon their express agreement).
  • 30. Recommendations … optimal – from a shared central index: Discovery:
  • 31. Evaluation … in the results’ list: … from Google Books
  • 32. Evaluation … in record’s full view: … based on ratings given by other users
  • 33. Evaluation … in record’s full view: ... based on an enhanced Google Preview
  • 34. Evaluation … in record’s full view: contents …based on information retrieved from goodreads
  • 35. Evaluation … in record’s full view: Community tab …based on the number of recommendations/shares and discussion within record’s facebook social plugin or any other external service plugin like DISQUS
  • 36. Evaluation … EBSCO EIT module: Journal Ranking …based on Scimago’s SJR : Scientific Journal Rankings
  • 37. Sharing Social bookmarking / Social Networks
  • 38. Sharing Social bookmarking / Social Networks
  • 39. Sharing Pinterest social discovery: online bookmarking + photo sharing + visual “to do” lists = Inspiration Boards
  • 40. Sharing “Community” tab … facebook is virtually the third country in the world: 4th Oct 2012 announcement: over a billion active users around the world
  • 41. Sharing Be where users are and attract them to visit and add value to locally indexed resources Community Rates/ comments Rates/ Shares/ Shares/ Shares/ comments recommends recommends recommends Rates/ comments Users may come and go, but the value they add accumulates
  • 42. … and Now for Something Completely Different:
  • 43. Presenting… SEARCH 4.0
  • 44. Search 4.0 … a natural social dynamic amongst the four key elements: 1. user; 2. resources; 3. semantic mapping of metadata; 4. user’s communities (their peers, users with common interests)
  • 45. Search 4.0 In full interaction enhanced by the system, these four elements generate a dynamic social network, self-sustainable and with guarantee of future preservation, a social network not only of human actors, but rather the resources themselves taking the role of actors.
  • 46. Search 4.0 In fact, resources were always actors, having their own network. When an author cites others resources, expands their “social” network.
  • 47. VuFind Summit 2012 University of Aveiro, Portugal » fsb@ua.pt Filipe MS Bento PhD Research grant by Villanova University's Falvey Memorial Library Thank you! VuFind as a Participatory Scientific Information Discovery, Access, Evaluation and Sharing Service

Editor's Notes

  1. ------------------Note:the conceptual modeland data presented in thispresentationispartof a broaderongoingstudy, “InformationIntegration, UserParticipationand Communities in Information Discovery”, PhD Program in Information and Communication in Digital Platforms (University of Aveiro and University of Porto, Portugal)“; part of this presentation is of shared authorship with the author advisor,underthementionedPhDProgram, Lidia Oliveira Silva (CETAC.media / CommunicationandArtDepartment, U.Aveiro).------------------Firstof all, a special thanks to Demian, David and Villanova University's Falvey Memorial Library, in the person of its Director, Joseph/Joe Lucia, for having me here today and making available such a great solution as VuFind proved to be.
  2. Butfirstof all, a quickwordabouttheImpetusforimplementing a discovery and sharing service: - Beside thestrong bet in web 2.0 tools and services, being done in the last years, to be where our users are;- We aim at generating a dynamic of participation and shared production of contents.
  3. Also at na Europeanlevel, theBologna Processreinforces the role of the Library as a complementary space for informal learning, socially facilitated by its users, enabling information discovery and sharing.
  4. Havingthatsaid, implementingsuch a Serviceinvolvesmainly 3 Core Concepts.
  5. Another aspect, that is still somehow not a full explored ground, involves making the thriving connection between Library 2.0 and Users 2.0Andfor this, I quote Jack Maness:“Library 2.0 is not about searching, but finding; not about access, but sharing. Library 2.0 recognizes that human beings do not seek and utilize information as individuals, but as communities”.And this brings us to something that VuFind already in part leverages: Collective IntelligenceMANESS, JACK M. - Library 2.0 Theory: Web 2.0 and Its Implications for Libraries. Webology. ISSN 1735-188X. Vol. 3, n.º 2 (2007).Picture source: http://www.undertheradarblog.com/wp-content/uploads/2012/01/social-enterprise21.jpg
  6. A model for an innovative bibliographic information search system, where not only the document is the point of reference, but to a new extent, the user himself and all its surrounding (activities and information associated with his/her profile or community to which he/she belongs), assuming a crucial dimension of generating additional information by the users of the system (enhanced by computer agents aggregators of information), fostering social networks and communities.Namely to get it’s contributes to the “Search  Find  Evaluate (select)  Understand  Share” cicle.Oriented to “ad-hoc” communities construction / identificationResults should also show patrons or communities that are more active in that areaideallyStarting point, an Initial survey:
  7. We wanted to have an idea about the University of Aveiro’s users’information search and retrieval habits, which resourcesand sourcesdo theyvalueand their presenceand informationsharinghabitsin social networks.We where very pleased with the importance given by the UA community to this project that lead us to have 4.228 full responses from about 14 and a half thousand possible ones.
  8. Recommendations, Evaluation and Sharing within VuFindSo, lets start with Recommendations (Discovery component):
  9. Thankyou!------------