Showing posts with label open source. Show all posts
Showing posts with label open source. Show all posts

Wednesday, November 09, 2011

Practice makes the profession

The word is out: the kids can't search.  This is something we librarians knew for a long time now. And we should know: librarians are experts at searching. That's what we tell ourselves. We're experts!

As those who have read Malcolm Gladwell's Outliers know, expertise is understood to come from 10,000 hours of dedicated practice.

And this is why I'm worried.

You see, I remember what it was like to work in a library *just* before the explosion of use of the World Wide Web. I had the privilege of working at the Periodicals Desk at the Toronto Reference Library in 1997. In those days, we would have two or three librarians working the desk and that desk would regularly have line-ups sometimes up to twenty people deep.

Now this is going to sound quaint and old-fashioned, but this was a time when you could develop a sense of a library's collection from working at a reference desk. A good reference librarian knew a library's treasures and the secrets it could bring up. Reference librarians were good and there were some among us who were maestros of reference work.

And for most libraries, that time has passed.

Over the last ten years, the traffic at our library's reference desk has dropped. Significantly.  In the past academic year, the library staff of my place of work answered half the questions at our desks compared to the levels of 2003/2004. In spite of being surrounded by students working away on library computers, I have spent a four hour desk shift at my library and in that time only answered three questions.

And this is why I am worried.

I would like to make the case that not only our search expertise came from the practice of the reference desk, I believe that the resulting tenets of information literacy also came from this labour. Because librarians were exposed to the common problems across the disciplines, they were able to see patterns that could not be seen by individual teachers. It has always been clear to librarians that students don't have an innate ability to understand genre, that they lack knowledge of the scholarly publishing cycle, and that they don't understand the importance of language choice in search.

Without the practice of regular searching, how will our expertise of search evolve?

This lack of practice is one of the reasons why I think many librarians have outdated concepts of regarding searching. Boolean searching makes sense when it can used to create a result set that is manageable and comprehensible by a reader. But nowadays, when even the complicated nested boolean field searches using defined vocabulary still results in sets of the hundreds of thousands of records, then our strategies (and perhaps our tools) need to change. It's time we take the time to understand how relevancy is generated.

When I started this post, I intended to end this piece with an argument that user-experience work could be seen as a possible extension of our practice to ground our work.  The connection came early this morning as I read this post and recognized some of my own motivations in my current UX web work.

Watching statistics behind the scenes of a website can be addictive. You don’t control them, directly, but you can endlessly tweak and investigate your data, experimenting with better and brighter strategies for luring visitors.

Playing with a website like this is a kind of game, made all the more compelling by how much you care about the outcome. You want your site to thrive. You want its numbers to go on increasing, for ever—one of the most universal and powerful of all the dynamics involved in digital play.

But, I'm personally dissatified with this line of thought. First, as important as it is to make accessible, understandable and useful library websites, reducing our  communities to just clicks and pings in aggregate cannot be an end unto itself. It's just too dehumanising a practice -- which is one of the reasons why SEOs always seem so scummy.

And I don't mean to be even more of a downer, but I'm afraid that even good user-experience work grounded in the values of librarianship is also under threat.

Why? I am of the opinion that libraries' continuing enthusiam for propietiary library systems and discovery layers, mean that we are removing our ability to change, test, develop, and improve how relevancy is defined in our search tools.

Why is this ability so important? Well, these propietary systems challenge some of our very values of our profession.  Why is it even acceptable that EBSCO Discovery Service returns results from their databases first before the results sets of their commercial competitors?  We would never allow this sort of promotional weighting in the print manifestation of these works - it would be unethical.  So why do libraries invest in such services when alternatives that allow transparency and even the ability to change the relevancy of search results exist? Sadly, I think it's because the mechanics of how searching works has already fallen out of most of the librarian's practice and their understanding.

The seed of this this post was planted sometime over the course of hours sometime this past this weekend as I was doing the physical labour of list making. I had given myself a challenge of creating a list of Massey Lectures in a format that could be reused by other librarians. By doing so, I created a list of almost fifty books using Evergreen, Bibliocommons, Amazon, RefWorks, Zotero, the Open Library, and a text editor. I probably spent too time on this particular project but when I finally finished this work, I found that had a much stronger understanding of about these services and could feel their relative strengths and weaknesses. The work itself taught me.

I finished that project this Monday. On Tuesday, yesterday, I met up with a faculty member in the History Department who asked me questions about how best to present the work of over 1500 citations on a web site.  I am getting more of these types of questions. Other librarian colleagues are now meeting and working with faculty who are suddenly recognising that preparing, preserving, organizing, and presenting collections and other digital work requires a professional understanding that they lack.

Sometimes when you tell a person that you are a librarian, they respond in a very odd way. They say, "wow, I'd love to read books all day". I used to think (but never say) "what a stupid comment" but now I don't think that comment is quite so dumb anymore. I think that the people who say such things just think that the way to understand a library is through the reading of books.  Of course, that's not how a librarian makes sense of a library. But there is a truth in what's being said: the librarian makes sense of the collection by interacting with it.

With fewer and fewer questions being asked at desks, how are librarians going to make sense of our collections now? The future of our profession very well might depend on the answer.

Friday, October 07, 2011

Finding Ada is is Losing Loneliness

And in answer to the question "How does it feel to be be the only woman on the court?" she answers simply, "Lonely."

With the exception of spending two hours at the reference desk, I spent my working day trying to figure out how to add missing user information to a staff directory I was building in Drupal. By the time I had to leave work so I could pick my daughter up from daycare, I still hadn't figured it out. Once home and the kids were settled, I flipped open my laptop and kept searching for answers. About a half-hour later, I happen to stumble upon a workaround that just might work...

I don't have a computer science degree - I'm just learning as I go. It's hard work that is mostly insanely frustrating punctured with brief feelings of feeling supremely gratified. I'm lucky because I know that I have friends and an community that I can go to if I really get stuck. And I'm very grateful for this.

Still, the work is... well, it's lonely.

I'm not really up to unpacking that statement so I'm going leave it as it is.

Today is Ada Lovelace Day and I want to introduce you to two women that I recently heard speak at DrupalCamp Montreal.

Jen Simmons starting designing websites in 1996 and is best known for designing the default theme of Drupal 7. Her presentation -- "It's Not Your Father's Web Anymore" -- about HTML5 melted my brain. She is 42. I am 40. I mention this because it's hard for me to explain how profoundly re-assuring it was for me to hear her to give a brief history of the web that was filled with personal and historical touchstones that resonated with my own past.

The other woman I'd like to introduce you to is webchick aka Angie Byron. Her presentation "Getting Started in the Drupal Community" was the kick in the ass I needed to actually get involved in the do-ocracy of the open-source community. To hear that from the person who now is the co-maintainer of Drupal 7 admit that it took her ten years to go from 'open source cheerleader' to 'open source contributor' and that she herself couldn't explain why it took her so long... well, it made my own ten year journey to getting to the same point -- feel much less lonely.

Monday, May 09, 2011

code4lib north presentation: we're jamun and we hope that you like jamun too

On Friday, May 6th, I had the pleasure to present a project called that we are working on my place of work to the fine folks at Code4Lib North.

Jamun is the work of Art Rhyno and it is at the proof of concept stage. That being said, I'm hopeful that it will develop into our library's $100 discovery layer...



There was one point that didn't make it into the presentation slides that I regret not including: Our current version of Jamun doesn't include a pane search results from the text of the library website results but it is intended that we would prominently include one. As the results for a search for "primary source documents" from NCSU library nicely illustrates, such results can act as de facto *in context* help.

I'd like to also note that during the Q and A after my talk, there was a connection between my plea to libraries to stop throwing out course reading lists and Dan Cohen's recent release of million syllabus data set.

Much thanks to McMaster University for hosting Code4Lib and mad props to Nick Ruest and John Fink who were kind enough to host the wonderful event.

Sunday, March 20, 2011

Libraries and The Fear of Free

Let us speak plainly.

Ebooks are the proverbial iceberg on the horizon of libraries. If the library profession doesn't act appropriately, decisively and soon, libraries are screwed

We need to stop insisting that the value of the library is made by the subsidy of objects alone. At the moment, our primary value is that we provide free items that only cost the user the inconvenience of having to physically come to the library to pick up the item when that object is available. But when the price of the such items drop, then the relative cost of the inconvenience goes up to the point that paying $8 a month for Netflix becomes much more attractive than paying for parking twice a month at the public library across town.

Academic libraries are not immune to the forces of cost vs. convenience. There is a growing interest in Activity-Based Budgeting (ppt) or Incentive-based Budgeting at public universities (book) and this means that the campus library, once a shared resource, explicitly becomes a cost centre that must be paid for directly from the other faculties on campus. (The University of Toronto started using ABB since 2007 and two years later, their libraries started charging graduate students from other schools a substantial fee to access their collections). Now imagine a future scenario in which the largest commercial publishers decide to drop the cost per article to $5. Those faculties who will be able to do research without their campus library will advocate that they shouldn't have to subsidize the other faculties that do. Now, I'm not trying to make the case that this particular scenario is likely to occur and play out. I'm just trying to make the point that if the library is seen only as a subsidy, then our future will be controlled by those who set the cost and convenience.

Libraries can change course. It may even be easier than we think. But in order for us to do so, we need more hearts and minds to re-interpret our collective mission and express it in new ways through the communities we serve.

First, we need to stop making free the enemy of the library. 

My own personal epiphany of the matter came through a conversation at OLITA council about the reticence of many public libraries to promote free books from such ventures as Project Gutenberg. One observation was that libraries aren't interested in promoting resources that don't result in an increase in library circulation counts. The stakeholders of public libraries don't think highly of connecting users to free educational material on the Internet.

In the academic sphere, there are similar forces at play. Every time, I hear a librarian say that the library is the place to find "trusted" and "quality" information, I cringe because such thinking implicitly debases open access research because it's free to readers. Librarians don't want institutional repositories (campus research free for the world) at the expense of being able to buy commercial research for our campus.

Next, we need to start expressing the value of libraries through gate-counts (and website hit counts) rather than circulation counts. Not through books, but through book clubs. And writing circles. Letter press workshops. Wordpress bootcamps. Book digitization.

Then, we need to stop waiting for a commercial product to save our profession. It is maddening to see the extent that public libraries are willing to spend their energies castigating Overdrive and Harper-Collins for acting as a business rather than partner with the Internet Archive to lend ebooks. It is troubling to see academic libraries collectively spend millions of dollars on "Google-like" discovery layers and outright refuse to even consider simply using Google Scholar (or customizing their own Google Search Engines or taking on the responsibility to build their own digital library for themselves).

And my last recommendation (for the moment) is ask libraries to stop spending money licensing commercial products that they can never own (nor preserve for the future). Instead, libraries need to use, support and develop open source tools and collections - for ourselves and the communities that we serve. Again, there is resistance from many libraries to use free software. Ironically, if you ask them why not, these libraries will tell you that they don't feel that they can own a product if they don't pay for it. My own personal observation is that the ability to pay for a service contract from a dedicated developer or support company encourages organizations to use open source software.

I haven't read it myself, but I understand that Eric Raymond's "The Cathedral and the Bazaar" makes a convincing case that software should be thought of as a service and not as a product. As soon as my Sunday afternoon reference desk shift is over, I'm going to head upstairs and borrow this book because I think this is the same transition that libraries have to make.

There is still time.

Thursday, June 17, 2010

Open Endorsements

My favourite response to the federal government's Digital Economic Strategy came from David Eaves in a piece written some weeks ago called Why we risk asking the wrong question. Its a wonderfully concise and insightful piece. My pullquotes of choice:

I think we need to stop talking about a digital as the future.

This whole conversation isn’t about being a digital country. It isn't about a future where everything is going to be digitized. That isn't the challenge. It is already happening. It's done. It's over. Canada is already well on its way to becoming digital...
The dirty truth is that Canada's digital future isn't about digital. What is special isn't that everything is being digitized. It's that everything is being connected....

So if a digital economy strategy is really about a networked economy strategy, and what makes a networked economy work better is stronger and more effective connectivity, then the challenge isn’t about what happens when something shifts from physical to digital. It is about how we promote the connectivity of everything to everything in a fair manner. How do we make ourselves the most networked country, in the physical, legally and policy terms. This is the challenge.

And today, Eaves specifically brought attention to three citizen-suggested proposals that are worth supporting. I think they are worth supporting too, so here are their links:


Eaves also supports Michael Geist's recent recommendations of proposals to support - which are the same as David's but with an addition of an proposal to support Open Access to Canadian research.


To register your support for these and/or other proposals, you need to register with the website and then, seconds later, you are able to comment and vote on these issues.

Wednesday, June 16, 2010

Why How What Now

At MPOW (my place of work), we are about to embark on another round of strategic planning. Before it starts, I wanted to work through my own thoughts on the matter before my simple brain gets too clouded with competing visions of our collective future.

I've been through enough of these planning exercises to know that the matter can be described in a fairly straight-forward manner: first you establish values and from these and an environmental scan, you (being either the management  or the entire organization) set the strategic priorities. Then, if you are keen, you determine what variables you will pay attention to when you get to the point when you are able reflect on the exercise and determine if you have been successful in the tactics that you established to achieve your priorities.

The best organizations are those who embed their values into such a clear mission that it informs all of the decisions made by that organization. Those are the findings of Jim Collins in his seminal book, Good to Great.

Making things simple is hard work. This is why so planning documents are long, ambiguous, and cumbersome. Instead of a core value, they come up with eight. Instead of one priority, they come up with 12.

Now I'm considering the possibility that it might just not be possible to distill the complexities of an organization into one core concept. But even if we are able to boil down the understanding of our work into something distilled, we can come up with powerful magic. Case in point: generations of work in libraries and library science can be described in 24 words, broken into 5 short, memorable laws.

Simon Sinek has tried to distill the lessons of great leaders into a model that he calls the golden circle: in the centre of the circle is why, the circle is how and the outer circle is what. Notice how this model maps quite nicely with the strategic planning process: why=values; how=strategies, what=tactics. And like Jim Collin's, Sinek's conclusion is that great companies and great leaders are those who are able to convey a clear why they do things.

In 2006, Dan Chudnov put down these thoughts in a post called, Because this is the business we've chosen:

If so, then what's the mission of the librarian in 2006? It's not an easy question. I've been stewing over it for two months, and think I've come up with the only answer that works for me. Yours might be different, but this describes what I'm here for, and the thread runs through every disparate bit of work I'm involved in one way or another... My professional mission as a librarian is this: Help people build their own libraries.

I too have been thinking about what's the mission of the librarian and I haven't come up with anything as clear and as powerful as Dan's statement. But I think I'm getting to something that is getting closer to where I would like such a statement to be. Here's what I've come up for our own strategic exercise:

Turn local problems into global solutions.

What I mean by this statement (and the fact that I feel that the statement needs some explanation tells me how weak it is as a mission statement) is that I would like to see libraries break out of the "special snowflake" syndrome and recognize that many small problems that we tackle in an ad hoc basis can be redrawn as larger problems faced by many readers and many libraries and thus, could be met with shareable solutions. It would remind us that we have a duty to make all of our work (research, software development, innovation) open and accessible to all for use, re-use, and re-mixing. It could make our work more meaningful and more important. It could inspire us to tackle important problems so that we can help others as we try to help ourselves.

The odds that this suggestion is going to survive the first stages of our planning process are slim to none.

But there is a good chance that this mission might end up as the work that I have chosen.

Monday, November 17, 2008

I will be a puppetmaster in the future

I’m chuffed!

Ok. I don't expect you to remember this, but I previously wrote about how I was playing an alternative reality game called Superstruct.

Well, one of the superstructs that I founded won The Pandora Award. This award was selected by Chris DiBona, Open Source program manager for Google for “the superstructure that is such a brilliant idea, once you hear about it, you can’t NOT do it”.

And, to boot, I am part of the SEHI 19 which wins me an invite to become a Superstruct puppetmaster next time the game is played next year.


See you in the future!

Monday, May 19, 2008

OLPC : hubris or fraud

Until now, I had chalked up OLPC founder Nicolas Negroponte's disdain for teachers and software support as an extreme strain of faith in the innate computer capabilities of children and the common person.

I'm sad to say that recent evidence suggest that the reality might be much bleaker: that the OLPC program was and is only about the distribution of laptops.

I'm not so much sad over the failure of this particular program as sad over all the volunteer efforts and international goodwill that has been recklessly spent.

Wednesday, April 16, 2008

XO Laptop - beautiful but tragically flawed

So yesterday I entertained my 2 1/2 year old son by bringing out my XO laptop from OLPC.

The XO laptop is designed for children from ages 6 to 12 but there are some activities that a small child can explore. Mats likes making noise with TamTamMini and making B I G L E T T E R S with Write, its text editing program. But it was the ability to capture video that made him scream and drool with delight (thank goodness for the xo's water resistant keyboard).

But like so many times before, my delight in the XO laptop quickly evaporated into pure frustration. After the little one had gone to bed, I turned on my XO to find that I could not view any of the videos I had just recorded of my little guy. I sighed and then, with a growing sense of dread, I went online to see if someone else had experienced the same problem. I had been down this road before - and it wasn't pretty.

You see, there are multiple sources of support for the XO. There is the official OLPC Wiki - which suffers from a severe lack of editorial work. Don't believe me? This is what I mean: there is a community user guide, a new user guide, a workaround section, the "official FAQ" and the support FAQ, the Ask OLPC A Question section (which has its own archive), and of course, separate pages for the various aspects of hardware and software which often have different information than the guides. And supplementing the wiki, there are two support discussion forums: the official one and the OLPC News Forum. And supplementing those are mailing lists (public, community and official ones) and, if you like your help old-skool-stylee, there are several IRC channels on the subject of the OLPC.

Trouble is, not a single person is dedicated to answering any of the questions. Evidently children are going to do the job but in the meantime, its just volunteers.

You see, the founder of OLPC Nicholas Negroponte, doesn't believe in product support for the XO. According to Negroponte, I should be asking a small child to teach me how to use my laptop because, "with all due respect" to those who believe that education depends teachers, schools, curriculum, or content, success is dependent "on leveraging the children themselves".

Except that the XO is buggy as hell.

I *understand* how video should work. But it doesn't. And after hours of searching wikis and forums, I now know that at least one person has experienced the same problem since January and that no one has offered a possible solution yet.

I have a lot of faith in the power of online communities but unlike the OLPC organization, I don't take such groups for granted. The Open Source community is a beautiful one but they are more likely to take the time to answer a question that can be answered in python than to take the time to do the multi-step analysis required to find out why, for a presumed small group of users, playing recorded video doesn't work.

Non-working video hasn't been the first problem I've encountered. When I try to register my XO nothing happens. Evidently, the Write activity is able to save text as html but when I bring up my code in Browse, it refuses to recognize the code (there are TWO pre-installed activities dedicated to learning programming in Python and nothing to create a simple webpage?!?).

Hardware-wise, the XO laptop is a thing of beauty. But until a core group of XO activities can be developed to perform solidly and consistently, I don't think an entire nation should invest in these laptops for their children.

Sunday, January 20, 2008

OLPC and the Library : The Talk

If you are in the Windsor / Detroit area, please consider joining a talk sponsored by MPOW called:

One Laptop Per Child: Open Source, Open Access, Open Library
January 28th, 7 pm, Freed-Orman Centre
By attending, you could win your very own XO laptop!

There's an article about the OLPC in the Toronto Sunday Star. What I found very amusing is that I share the journalist's same sensibility towards simple computers: he used to own an eMate and I used to lust after one.

Thursday, November 22, 2007

One Library Per Child

I had heard about the One Laptop Per Child Project (aka the $100 laptop) before May of this year, but it wasn't until I heard Rochelle Mazar's presentation at the WILU Conference at York that I picked up on the connection between it and the mission of libraries and of its possible educational opportunities for both here and abroad.

Fast forward to today. While the library blogosphere has been weighing in on Amazon's Kindle reader, I've noticed scarce mention of the OLPC's XO laptop. Ah, but there's still time for this to happen, because it has just been announced that the XO laptop will extend commercial sales through its GiveOneGetOne program until the end of the year. (So you should check it out.)

I'm glad for the extension for a number of reasons with one being that it was only today that I finished setting up a display in my library on the One Lap Per Child Program (and what it has to do with libraries).

There are other events that I'm hoping will develop from this. Hopefully more about this soon!