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Greasing Squeaky Wheels
A User-Centered Approach to
Collection Management,
Technical Development, and
Resource Allocation for a Digital
Library

Rebecca Morin

California Academy of Sciences

Bianca Crowley
Smithsonian Libraries
Biodiversity Heritage Library

Jacqueline Chapman
Smithsonian Libraries
Biodiversity Heritage Library
Biodiversity Heritage Library
www.biodiversitylibrary.org
[include screenshot of BHL homepage]
Who Are You?
A) Digital Librarian/Collection Manager
B) Virtual Reference Librarian
C) Project Manager
D) MLIS (or similar) Student
E) Other
BHL Participating Institutions
• Academy of Natural Sciences of Drexel University
• American Museum of Natural History
• California Academy of Sciences
• Cornell University
• Field Museum
• Harvard University Botany Libraries
• Ernst Mayr Library of the MCZ
• Library of Congress
• Marine Biological Laboratory and Woods Hole Oceanographic Institution
• Missouri Botanical Garden
• Natural History Museum, London
• New York Botanical Garden
• Royal Botanic Garden, Kew
• Smithsonian Institution
• United States Geological Survey
Where in the world are BHL users?

June 2012 – May 2013
1,429,899 Visits
704,068 Unique Visitors
6,085,648 Pageviews
Why Use BHL?
Libraries

Conservation International Biodiversity Hotspots
BHL Website Overview
•

•

•

•
•

Teamed up with BHL partners in Australia
to update user interface in March 2013
Search by title, author, article, subjects,
and scientific names
Various download options, even high
resolution
Taxonomic name finding algorithm
Machine-to-machine services
Core Project Principles
•
•
•

Open access
Open data
Deliver content where users are already
working
–

–

•

Via other biodiversity websites & taxonomic
resources
Via social media

Involve users in collection &
technical development
Defining Scope
Who are our users?
Who are you and
what do you want
from us?

Today I’m a
scientist looking
for...

Primary BHL Audience Types
Scientists /
Researchers

Citizen Scientists /
People interested
in Biodiversity

Artists /
Art Historians

Bibliophiles

Librarians

Taxonomists

Techies

Educators
Distributed BHL Workforce

=

X15

XML
Scanning locally,
Coordinating virtually
Mechanisms for User Input
Mechanisms for User Input
Backend Issue Tracking System
Gemini Issue Breakdown
Gemini Moderator Role
Triage
- Assign issues to
appropriate resource(s)
- Describe issues with
appropriate component(s)
- Resolve problems or
enact requested changes
if possible
- Respond to user with
issue status
Gemini Moderator Role
Support
- Answer policy questions
from assigned resources
- Assist with coordination
of collaborative fulfillment
of requests and/or
reassignment
- Check on the status of
issues with no recent
activity
Strengthening Communities
User Engagement
Diverse Users
Thank You
rmorin@calacademy.org
crowleyb@si.edu
chapmanje@si.edu

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Library 2.013: Greasing Squeaky Wheels: A User-Centered Approach to Collection Management, Technical Development, and Resource Allocation for a Digital Library

Notas do Editor

  1. [Becky]
  2. L to R: Becky, Bianca, Jackie
  3. [Becky] [poll: have you used BHL before?] Mission: ...to work collaboratively to make biodiversity literature openly available to the world as part of a global biodiversity community Stats: >63,000 titles, >119,000 volumes, >41 million pages majority public domain literature, agreements to host approx. 300 in-copyright titles anyone can access and download for FREE!
  4. [Becky]
  5. [Becky] BHL is a consortium of 15 participating institutions throughout the United States and the United Kingdom... …each working to digitize our collections & serve them through the BHL website, our collective “virtual library branch” also a global project with partners in Australia, Brazil, China, Egypt, Europe, and sub-Saharan Africa
  6. [Becky: wide global use; returning visits higher than new visits; &etc]
  7. [Becky]
  8. [Bianca] Largely as is but remember to highlight: Quick overview of the kinds of content & services we provide through our website… create your own PDF & full volume PDF download, JPEG 2000s, OCR text no full text search (yet) but use a taxonomic name finding algorithm on OCR text to surface scientific name strings embedded w/in texts provide APIs (Application Programming Interfaces) facilitate machine-to-machine communication, key feat. of BHL ⇒ leverages our content into new platforms, namely other related biodiversity websites such as EOL
  9. [Bianca] BHL is committed to open access & open data Our content files and metadata are free to access, download, & reuse - even in-(c) works under a CC NC-SA-BY license We want to deconstruct the silo and deliver where users already are! Again, machine-to-machine services are critical to dynamically linking our content into other sites ⇒ if our user interface disappeared tomorrow our content would still be plugged into the websites that support biodiversity research Various social media platforms have allowed us to repackage scholarly literature for public consumption Finally, important to the BHL to involve our users in collection & technical development activities where we can
  10. [Bianca] Focus of our collection is on legacy biodiversity literature, ie old books about plants and animals Graph composed of subject keywords adapted from LCSH to illustrate core and supporting literature Literature still relevant to the wide spectrum of fields concerned with biodiversity research Scope of collection has allowed us to carve out a special niche within the biodiversity research community and beyond...
  11. [Bianca] Knowing our target audience helps us to determine what items to prioritize for digitization with limited scanning funding Primary BHL audiences consist of… Fully understanding our audience targets based on patron bases of home institutions but took years of analysis to understand its evolution in a virtual branch
  12. [Bianca] the librarians and technologists that make up the BHL workforce are a widely distributed group across 15 institutions throughout the US and UK Staff volunteer their time outside of the responsibilities they have to their home institutions to support the BHL Working together from the ground up, we have employed strategies to try and maximize the output of our limited resources to manage over 41 million pages of digital content
  13. [Bianca] BHL staff could not do what we do without…: the tools to collaborate and communicate effectively across our consortium of institutions and timezones (on a budget) nor could we manage daily operations w/out input from our users this allows us to direct the activities of our small, highly distributed workforce to resolve issues “just-in-time” one of the tools we do pay for, however, is our issue tracking system, which we will highlight in more detail later...
  14. [Bianca] BHL receives user input from our users in a variety of ways and social media is one of them! we’ve learned from experience that different platforms serve different audience types eg more Techies on Twitter platforms used include: 1) flickr 2) FB 3) Blog 4) Pinterest 5) Twitter engagement of this kind helps us collect more qualitative and anecdotal feedback about our content and services...½ the story
  15. [Bianca] ...the other ½ of the story is about collecting quantitative statistics on the kinds of issues users encounter in working with our content and services this kind of user feedback is KEY to the routine work of BHL staff rely on many eyes of the crowd to help us direct our curation activities and focus on actual problems that users encounter on an as needed basis users can send feedback from our website into ½ forms: general problem/comment or a request for scanning also helps patrons at our home institutions - brick & mortar component
  16. [Bianca] feedback received via webforms from users comes directly into a backend issue tracking system We pay for a hosted system, Countersoft’s Gemini product, to manage all feedback received All BHL consortium institutions participate in the system Key to communicating level of granularity we need to correct issues with our website, metadata, images, data files, &etc - sometimes we’re addressing problems page-by-page! Excellent documentation tool
  17. [Jackie]
  18. [Jackie]
  19. [Jackie]
  20. [Becky]
  21. [Becky] User profiles [= BHL and our users blog posts] Highlight our users - Blog posts that can inspire others, and increase the audience of our users’ work as well. Also included in our newsletter, and promoted via social media. Engagement statistics/interactions from quarterly report Connect and converse with users - newsletter, social media (facebook quiz, twitter hash tags, campaigns to coincide with ‘real world’ activities), conversations on social media and via email. Also, all feedback now gets a response, which often turns into a dialogue.
  22.  User buy-in: word of mouth and personal relationships