Chatting with Jon Udell and Ed Vielmetti

I had a great chat with Jon Udell and Ed Vielmetti last week during a recorded podcast that Jon has made available on his new blog. Jon is a great podcaster–he has the ability to make a session feel like a conversation and less like an interview which makes for a very interesting and enjoyable experience as one of the participants.

Anyway, we talked about superlibrarians and superpatrons within the context of Eric Von Hippel’s notion of “lead users.” This is an area that should be of great interest to libraries–specifically, how do we identify those lead users, then enable them to mash-up, remix, and create services, tools, and content. We can learn a great deal more from our users than we are currently used to and Von Hippel shows us how in a series of online videos and papers.

I mostly talked about PatREST–its history, what it is, where it might lead, and my decision to build a patron-oriented API on top of our existing ILS. Ed shared some interesting insights into his perspective as a consumer of PatREST and other non-standard distribution channels made available on AADL’s system.

Library Camp ‘06: a brain-dump

We couldn’t have asked for a better group of people at the 2006 Library Camp, last Friday. Many of the attendees were from in-state, but several logged a good number of travel hours to get here. It was for those, especially, that I was nervous, hoping that the format would yield some discussion worthy of their troubles. It did, and I had a great time.

I apologize in advance that I’m leaving out a lot of (probably important) detail in this post. During the talks, I chose to put my laptop away and not take notes–I wanted to be as engaged as possible. My mind is not exactly clear at this moment, either. The time between then and now has consisted of Easter preparations, Easter itself and the wholesale carnage that ensues when a two, five, and seven year old are all in various stages of a candy binge.

Getting Started

Friday morning began with coffee and bagels (thank-you Talis!) and a short meeting to put together the agenda for the day. As an open space event, this meant that the attendees themselves were responsible for the day. As we went through introductions, I jotted down some of the topics people were throwing out which generally came in the form of specific ideas or reasons for attending:

  • How to get buy-in for new ideas.
  • Gaming in libraries.
  • Integrating searches. (Don’t remember the specifics on this one)
  • Personal digital asset management.
  • How do we make it easier to find info/material?
  • How can L2 make patrons happier?
  • Disconnect between techies and non-techies (this is a big one)
  • Web 2.0: where to go to now?
  • If you build it, how do you get them to come?
  • How to combine new technologies with the OPAC
  • How do we make the OPAC better?
  • How do we get the library out of the library?
  • Which tools are other people using?
  • Just attending to spy on us!
  • How should libraries handle emerging technologies?
  • Strategic planning? What should we be planning for?
  • Alternative methods of circing material.
  • Getting user feedback.
  • How do we measure success?
  • When explaining web 2.0, how do you answer “So what?”
  • Just plain curious.

From the final schedule, you can get a general sense of which topics were hot. Feeling a little like a kid in a candy store after this exercise, I took part in the two “Bridging the Gap” sessions.

Bridging the Gap

The title “Bridging the Gap” hearkens back to a blog post of mine about some of the deep divisions between tech and non-tech staff in libraries. Priming this discussion took very little effort, because it seemed to be something that resonates strongly on both sides of the aisle. The group’s numbers favored the techies (and, as I sometimes find, the techie non-techies or non-techie techies) but the discussion did not turn into a gripe session, as I had feared it might, rather a very candid discussion about where problems exist in our organizations and how to address them. A number of people had some very good things to say here and the time quickly slipped by.

There is a level of miscommunication and mistrust that seems to have saturated the relationship between library and IT staff. Many veteran librarians feel threatened by technology because they are not as adept at incorporating it into their profession as their greener counterparts. This feeling is entirely understandable. In fact, one library’s approach was to ask existing managers if they were comfortable, willing, and able to facilitate the appropriation of emerging technologies. If they were not, then their position would be redefined. In other words, someone else would take their leadership position. While my initial reaction was to think this policy was harsh, I have to wonder whether protecting people’s egos is worth sacrificing innovation.

Another participant has put a great deal of thought and effort into making the IT staff/rest-of-the-library relationship work. (I think it was Sean Robinson, Information Technology Manager for Allen County Public Library in Fort Wayne, IN) His approach was to radically transform the IT department in such a way that customer service became the modus operandi. By instilling simple policies like, “answer the phone with a smile on your face” to broader, more radical attitudes, such as “always say yes“, he has been able to earn back a good measure of trust from his users. How did he find out what was bothering them? He sent out an anonymous survey via HR asking staff what they hated most about IT. Among answers like, “you never return my calls”, or “it takes you forever to fix my problem”, was a very interesting comment, “You guys have all the control”. Even though it makes perfect sense, I had never really thought about the fact that we could be perceived that way–it’s a completely valid observation. In many ways, IT departments do have “all the control”. It stands to reason, then, that finding ways to put control back in the hands of staff can help to alleviate the problem. The “always say yes” policy is part of that initiative. My feeling is that, instead of blindly saying “yes”, however, we can work together to achieve a shared vision. By improving communication, we can improve service through the combining of ideas, alternatives, and possibilities.

The second part of the discussion focused on technology and the patron. We talked a little about the OPAC here, knowing that another session was forthcoming on the very topic. The general feeling was that many of our OPACs simply do not return friendly results. One comment was made along the lines of, “patrons shouldn’t need to be a librarian to search the catalog”. I feel very strongly about this as well. A great example is the fact that most author searches require last-name first. Someone mentioned that they wanted Amazon or Google-type searches that would do spell-checking and suggest alternatives.

On the matter of getting technical expertise into libraries, Sean Robinson posed another good idea–that libraries “pay it forward”. In other words, if one library has the expertise to accomplish something, then they could help another library complete the same with with the expectation that the second library would, in turn, help out another. I thought this was an incredibly inspired notion, and completely doable! I’ll be the first to volunteer…

Low-hanging OPAC fruit

A discussion about OPACs doesn’t take long to turn into a vendor-roast. Admittedly, there was a little of that going on here–mostly for the usual reasons, all completely valid. From an academic standpoint, access to research databases is also in need of attention. My thought was that, technically, the two things hampering innovation the most at this point are 1) the lack of a meaningful API into our ILS and 2) no standards-based, dynamic index for our research databases. Given those two tools, we could completely transform our interfaces into something truly new and unique.

The problems with our OPACs can be split into form and function. The OPAC interface needs a major face-lift while search functionality and results leave a lot to be desired (relevancy ranking, anyone?)

Alan Gray (Darien Public Library) offered a number of great thoughts on approaching vendors, suggesting that many of the open-source tools now being developed could somehow be leveraged in such a way that vendors would have to take notice and react. The problem with open-source solutions, however, is that even though the software is free, implementation can be impossible for a library without much of a tech staff and support is almost non-existent.

On the subject of open-sourcing code: While I write much of my code modularly so that it can be reused by other people, most of the code behind AADL’s website is highly customized and cannot simply be dropped into place at another site. One of my goals is to get closer to the object model, so that the code can be reused. Much of the code written in libraries is highly site-specific and cannot be transplanted without a lot of work. Can we write code with portability in mind?

So what can we focus on now? Ryan Eby talked about the judicious use of iframes and javascript to embed dynamic content. Those have a number of drawbacks, however, and amount to “lipstick on the pig”. He used III’s screen file tokens as an example.

Many libraries would like to do a complete overhaul of their websites, like AADL, but are not able to due to technical or staffing constraints. Therefore, they fall back to shoe-horning new features in here and there at the expense of cohesiveness.

Web 2.0/Library 2.0 — What’s next?

I wasn’t sure what this discussion was going to do, or where it would go. I think someone started the discussion by simply throwing out, “so, what now?”

We talked a little about physical spaces and the way they shape the library experience. Alan Gray filled us in on some of the amazing things Darien Library is doing in their new building to foster a closer relationship with the patron. Apparently, they are installing reference “pods” where reference librarians can have one-on-one sessions with people. They’re also experimenting with some IP telephony products.

We heard from the folks at South Lyon who have been featured in both the New York Times and Library Journal for their use of the tablet PC. Hearing them talk, I couldn’t help being reminded that it’s not just the technology that transforms, but how it’s implemented and how committed we are to making it work.

I spoke a little bit about how we handle tech support here at AADL. I mentioned that we have an internal IRC server with a support channel and a web client for our help-desk folks. This allows them to field problems directly to a large number of technical staff.

We talked, quite frankly, about the term Library 2.0, and it seemed to me that most people present had very little problem with the name itself and simply wanted to talk about the ideas behind it. As one person said, “we need to call it something…” We also addressed the “change-or-die!” ideology. Basically, I don’t think libraries will wither away to nothing if we don’t take advantage of emerging technologies and opportunities (the key being opportunity). I do think, however, that we run the risk of missing the boat and relegating ourselves to a myopic role in our communities that will be difficult to break out of if we don’t take advantage of emerging trends–that includes popular culture. Someone else felt that perhaps we are making too much of this and that this kind of talk was part of a larger “culture of fear” that exists in America. It was mentioned that we need to continually reinvent ourselves, just like the business world does. Separating value from fad is difficult, but we shouldn’t ignore the trends.

We spoke a little bit about rising circulation, harnessing the long tail, setting up a Netflix model for patron holds, and a few other material-related topics, such as circulating laptops.

Many thanks to Les Orchard who bailed me out and did a quick intro to del.icio.us.

Wrap-up

Honestly, I wish the entire day had been filmed, or recorded, or both. I was struck by how fast time went by. Because virtually everyone in every discussion played an active role, a heck of a lot was accomplished. Unfortunately, it doesn’t lend itself to easy blogging because there were no slides, no prepared remarks and very little time to write. As we discussed at the end, the open spaces idea could translate very well to other locales, if you’re so inclined, I’d suggest one in your area.

links:
Library 2.0 Wiki -> Library Camp 2006
The unLibrarian
Les Orchard’s OPML notes (neat-o!)
Ryan Eby

Library Camp: Session ideas

In the spirit of getting the ball rolling on some Library Camp session ideas, I'd like to toss out some topics that interest me. Being that the April 14th unconference follows open spaces guidelines, I'm not expecting to get to all, or even most of these topics, but the point is to start thinking about these things beforehand.

I've never attended a real open spaces event, so this is going to be a completely new experience for me (I've been saying that about a lot of things lately). I'm confident, however, that the format will be conducive to discussion and I'm expecting that we'll not only learn a lot but accomplish a fair bit as well. A number of great people are planning on attending--be sure to add your name if you plan to come. I believe that space constraints are capping registration at 40.

Some of my topics may overlap what Eli's already tossed out, but that's the idea--to find the overlapping topics and go from there.

I'd like to spend some time looking at Library 2.0. I'm wondering if the term itself is becoming a liability. My concern is that there is so much contention associated with it now that the great intellectual discussion it's intended to represent is being neglected.

I want to talk about ways that techies and non-techies can better communicate. I think there will be a good representation from both camps, if you will, that a candid dialogue could ensue.

I'd like to spend some time talking shop with other techies. Specifically, I'd like to get together with some other III users and see where that goes. I'd also like to cover/learn more about some of the stuff discussed at code4lib. XML/XSLT hacking would be fun too.

I want to talk about OPACs. Specifically, I want to talk about adding social software to the OPAC. I'd like to share some of the work I've been doing in this direction and invite others to do the same. I'd also like to gather ideas on getting buy-in for this sort of thing.

A general talk about trends in library websites. I'd really like to hear from the academic sector on this because the public library perspective can be very different and sometimes the academic library voices don't come through as well as I'd like. I'd like to find out where the similarities end and differences begin.

Because this is not an "in-industry" event, I'd like to talk with library users and get their opinions and perspective on many of the ideas behind Library 2.0.

I'd like to spend some time checking out all the neat gadgets people will be coming with--so bring your cool stuff!

I, too, would like to talk about IM virtual reference. AADL doesn't do it and I really think we should. I'd like to hear from others who may have successfully pulled it off. I'd like to talk about some other alternatives as well, such as web-based IRC clients/bots/etc.

I'd like to talk about networking in libraries. Perhaps cover different Wi-Fi solutions. I have some ideas on using bittorrent as a content delivery system for patrons I'd like to vet. General chat about networking/server infrastructure would be fun.

I think some discussion should go into whether an information clearinghouse should exist for L2 ideas and resources. The Library 2.0 wiki, perhaps? Maybe we can get a start on filling in some information.

I have a feeling I'll be updating this page post, but this is a start. I'll be cross posting this list to the possible session page on the Library 2.0 wiki. Be sure to add yours there as well. Even if you're not going, if you think of a topic, add it because there will be a number of bloggers present who will be interpreting events. Who knows, your topic might get discussed.

[tags] AADL, Library Camp, L2, Library 2.0, Library, Geek, Unconference, Open Spaces, Ann Arbor, AADL[/tags]

2006 Library Camp: A library 2.0 unconference

Mark April 14th on your calendars. Superpatron Ed Vielmetti has been quietly assembling a fantastic group of people to attend the first ever Library Camp--an "unconference" which follows open-space guidelines. There is no registration as it operates on the premise that whomever shows up belongs there (though an optional wiki sign-up gives us a good idea of how many/who is coming).

The 2006 Library Camp will be held here at the Ann Arbor District Library. Programs and discussions will continue throughout that day and may spill out into the stacks, computing centers and wherever else the participants deem a good meeting place. Of course, all your geek amenities will be provided.

Be sure to visit the wiki or tune into Ed's blog for more information.

[tags]L2, Mash-ups, AADL, Superpatron, Unconference, Library, Librarians, Geeks, Library Camp[/tags]

Major enhancements for patron-REST

(Codenamed PatREST in my SVN)

When last I wrote about this, it was little more than a working proof-of-concept, but I've been working on it a lot this week--partly driven by DaveyP's experiments and Ed's tinkering, but mostly because I've been planning to do this for a long time now.

So, to cut to the chase:
PatREST now provides an easy, RESTful URI to do searches on quite a few fields. Essentially, you will plug the search key into the URI, followed by the search term. You can also request optional paging for keyword, author searches by appending hits-per-page and page-# to the URI. It looks like this:

http://www.aadl.org/rest/search/[searchkey]/[searchterm]/[hits-per-page]/[page-#]

The following search keys are available:

title
author
callnum
keyword
subject
gvtdocnum
stdnum (ISBN/ISSN)
titlekey
controlnum
barcode
record (Bib #)
bibnum (Bib # - Same as record)
itemnum

Go ahead and try this keyword search. It'll look something like this:

You'll notice that the XSLT stylesheet presents it nicely, all the data may not be displayed, but the XML is sound. Go ahead and view source to examine the schema. I've departed quite a bit from my original schema in order to provide a little bit of metadata for processing purposes. The XSLT allows you to click on a title which will take you to another RESTful record:

You'll notice that the URI for this record looks like /rest/record/1035670/ ... It's /rest/record/[bibnum]/. The XSLT allows you to click on either the title or cover image to go to the regular OPAC record. Again, view source for the XML schema. This schema has changed little and you'll notice that I'm taking advantage of OCLC's xISBN service.

The real treat in all this, however, is the ability to access your personal records RESTfully. To do this, I make use of the RSS token that is provided to every cardholder who has registered for an online account. This is the token that authenticates RSS readers against our system. It is a 32 character MD5 hash that looks something like "316928e0d260556eaccb6627f2ed657b". Accessing personal data is as easy as using the following URIs:

For checkouts, you would use /rest/checkouts/[token] (ie http://www.aadl.org/rest/checkouts/316928e0d260556eaccb6627f2ed657b). You'll then get output at looks something like:

For holds, the URI is /rest/holds/[token]. Output looks like:

Both of those results allow you to click on the bibnum and access the REST record for that item. Again, check the XML schema with your browser (no point in putting it here).

Please hack away at this and send me your comments/suggestions. You're absolutely correct that it doesn't adhere to any existing standard, but that's because I didn't want it to.

On a slightly less geek-oriented note...

I've gone several rounds with Talis's Richard Wallis before, so I want to call your attention to a post he made the other day in which he suggest that a) DaveyP and I collaborate and b) I/we consider using industry standards. I'd like to respond by saying that Dave and I have been communicating extensively. Ed Vielmetti has been involved as well.

Richard writes:

I encourage John, Dave, and those that follow them to take a look at these standards like we have

I can't speak for Dave, but I'm very familiar with these standards and so is Ed. I think Richard is completely missing the point of this whole project which is to put a friendly, accessible, and useful development interface into the hands of patrons. Ed offers just a small example of the type of features that existing standards don't readily make available:

Already there is a lot more useful function in it than you can get in SRU, e.g. permalinks for card records and a sensible way to get item availability.

Bear in mind, that comment was made prior to my work with RESTful holds and checkouts, which, as far as I know, don't even have a standard XML schema--I don't think it's been done before! (I'd love to be corrected on this) This project will also evolve to the point where holds can be placed RESTfully, items renewed, fines paid. It'll also extend to our other features like checkout history, wifi device management, personal card catalog management. Adding this functionality is not only going to allow the public to develop highly useful applications, but it'll be a framework by which we ourselves can build new services in-house. Vendor's obviously haven't stepped up to this, so we are--and we believe in our patrons. They deserve this kind of access to their public library.