IFLA World Congress 2016

On August 14-19, Michael Rodriguez attended the International Federation of Library Associations (IFLA)’s 2016 World Library and Information Congress in Columbus, Ohio. Michael’s attendance was supported by a $1,000 fellowship grant he was awarded by the American Library Association (ALA) and the Institute for Museum and Library Services (IMLS). Michael, meaning me, wishes to thank IMLS, ALA, and UConn for making his attendance possible.

Michael in front of WorldCat

Michael + EFF sticker + OCLC tour earbuds, posing in front of the WorldCat servers.

Highlights included a tour of OCLC Headquarters, where Michael got to take a picture with WorldCat; a three-hour program on information privacy and security; and opportunities to engage with and learn from more than four thousand librarians of all types who traveled from as far afield as Uganda, Costa Rica, Egypt, and Italy. Takeaways included the need for better data security and privacy, which should inform licensing and website practices, plus the reconfiguration of print collections. Most of the papers presented at IFLA are available open access under a CC BY license. Michael and many other attendees live-tweeted sessions using the very active Congress hashtag: #wlic2016.

Print collections reconfiguration

One IFLA panel tackled “collections reconfiguration” (thorny issue, elegant word choice). Concordia University Libraries worked to dedupe print monographs published after 1950 (a date chosen to avoid discarding rare editions) and achieved a 10% print reduction by deduping alone. Concordia also had a collection development statement – not a detailed policy, but a statement of principles – approved by the University Senate, which presenter Meredith Griffin noted gave the library leverage in working with faculty to reduce the print collections footprint.

Meanwhile, California State University at Fullerton struggled to achieve faculty buy-in for reducing print collections. As presenters J. Michael DeMars and Ann Roll explained, in a black comedy worthy of Samuel Beckett, the library’s interim dean mandated that faculty be allowed to review and opt for retention at the item level of each and every print monograph slated for deselection. Naturally, one single professor opted to retain 1716 out of 1744 monographs in the initial pilot. Next time around, the librarians required faculty to input their reasons for retention, prompting retention requests to fall to 1816 out of 30,844 monographs, though “keep this important book” was copied and pasted hundreds of times into the retention form anyway. Interestingly, 12 percent of retention requests were from librarians, making the library the third largest departmental source of retention requests.

Think Cal State had it tough? Coleen Hoelscher had to weed the Marian Library’s rampantly overgrown special collections pertaining to Mary, at a theological institution focused on the study of Mary, with colleagues who were members of religious orders. Resistance was considerable.

Information security and privacy

Next up were invited speakers who addressed information security and patron privacy in our digital age. Polly Thistlethwaite of CUNY Graduate Center talked purging ILL data from ILLiad in collaboration with OCLC – a project recently featured in the Guardian. Talks from David Greene of Electronic Frontier Foundation, Alison Macrina of Library Freedom Project, and Jamie LaRue of the ALA’s Office for Intellectual Freedom each emphasized the importance of using HTTPS encryption protocols on library websites and eresources, even on those webpages that do not involve the transmission of social security or credit card numbers. Why? Because anyone with simple monitoring tools can squat on an unsecured network and see every interaction users have with a website. What’s more, on HTTP sites none of the data is encrypted in transmission, so nefarious third parties can intercept, track, and even modify the data during transmission without users realizing it. Given librarians’ emphasis on patron privacy, unsecure web services are problematic.

Reflecting these concerns, the White House ordered all federal government websites to implement HTTPS by the end of 2016, stating that “all browser activity should be considered private and sensitive.” At IFLA, Google’s copyright senior counsel, Fred Von Lohmann, reminded us that Google penalizes unsecure HTTP websites by ranking them lower in search results. Starting in January 2017, Google Chrome will flag HTTP websites as “not secure.”

Later, I looked up Marshall Breeding’s Library Technology Reports on library systems and services. This year, Breeding established that 85% of ARL libraries encrypt neither their websites nor their discovery searches or catalogs (pp. 30-33), a situation that Breeding calls “nothing short of alarming” given how highly libraries value patron privacy and how encryption for all parts of all web services is fast becoming an industry standard.

To remedy this situation, presenter Alison Macrina gave a shoutout to the Digital Privacy Pledge, by which libraries and library-associated signatories vow to implement HTTPS on their own web properties and to cease using unencrypted vendor services. Twenty organizations, notably UC Davis and DPLA as well as providers like JSTOR, have onboarded thus far. Macrina also cited free tools such as Privacy Badger, HTTPS Everywhere, KeePassX, and PIA that people can use to understand risks and transmit data securely. Meanwhile, EFF explains what librarians need to know about HTTPS.

Michael is now a member and proud wearer of an EFF lapel pin.

Ivies Plus Discovery Day

On July 25, Michael Rodriguez and Janice Christopher attended the Ivies Plus Discovery Day at MIT. (The Ivies Plus group comprises Brown, Columbia, Cornell, Dartmouth, Duke, Harvard, Johns Hopkins, MIT, Penn, Princeton, and Yale.) Attendees included user experience designers, developers, catalogers, systems librarians, electronic resource managers, and others, demonstrating the broad scope of library areas impacted by discovery layers.

MIT Beaver With Human

Michael holds up his comically large and wrinkled MIT beaver t-shirt, which he won at Discovery Day by knowing the origins of “grok.”

Chris Bourg, director of the MIT Libraries, delivered the opening keynote on making serendipity cool again. Bourg took as her inspiration Roy Tennant’s observation that “only librarians like to search, everyone else likes to find . . . and lots of folks like to discover.” Bourg’s theme was the desire for serendipity, how a task force at MIT is hearing from faculty about how they want an online discovery environment that transcend physical browsing, how they want to make “happy and unexpected discoveries,” to learn things that they didn’t know that they didn’t know. Such a discovery experience requires a different kind of searching from the 2-D linear searching that libraries, Amazon, and even Google offer—it would be a 3-D, associative search that resembles neural networks and mirrors how humans actually think. The first librarian to champion this was Muriel Cooper from MIT, back in 1994. MIT is working with a start-up called Yewno (not out to users yet) that will potentially deliver this type of discovery, or at least a basic flavor of it. Yewno succeeds Stanford University’s old Grokker discovery tool. Bourg wrote up her talk on her blog. Or search Twitter for the hashtag #iviesdiscovery.

After an update on the Open Discovery Initiative, we were treated to round-robin demos of the “state of discovery” at each of the Ivies Plus schools. These demos had a couple of interesting trends. First, Blacklight, the open-source discovery layer, was heavily represented as a layer on top of traditional ILSs, along with next-gen discovery (Summon, Primo, EDS) – most sites had multiple interfaces. Sometimes the next-gen discovery was used just for articles retrieval. Second, the “bento box” display is popular – it takes the unified search results offered by the discovery interface and re-silos it into books, articles, videos, etc.

The libraries are doing interesting discovery customizations. Harvard has integrated its archives and finding aides into Primo and is working to customize Primo into its sole discovery interface for images—a project requiring them to build new scopes and create grid displays. Princeton’s Blacklight integrates alternative scripts like Chinese and Arabic into item heading displays, so users can read right to left in the original script. Brown is trying to move discovery away from Conway’s Law—the concept that organizations end up designing systems that mirror the communication structures of those organizations. Harvard is shifting from a projects-based, one-and-done model toward a model of continuous improvement. There was a fascinating conversation about the degree to which libraries should prioritize discovery versus access – making happy and unexpected discoveries versus being confident that the links will take us to where we need to go.

What emerged in the Q&A at the end of the keynote, and the ODI update, and the discovery demos, and the reason there were so many different flavors of library staff represented in the room, was that making any of these discovery platforms look simple on the front end requires a lot of heavy lifting on the back end. In the course of one major web redesign project, for example, Yale hired four dedicated personnel. Grace is achieved through collaborative programming, configuration, metadata, knowledge base management, user experience, and more.

ELUNA 2016

In May 2016, seven UConn Library staff attended the ExLibris Users of North America (ELUNA) Annual Conference, along with Technical Seminar training, in Oklahoma City. More recently, we held a roundtable conversation to share what we learned with all staff. This blog post records some of what we learned.

Big thanks to Sheryl Bai and Janice Christopher for contributing to this post, and to Tim Dannay, Joelle Thomas, Claudia Lopes, and Elisabeth Umpleby for being such phenomenal conference buddies and colleagues.

If anyone would like the PowerPoints or other information, Michael is happy to help.

Michael Rodriguez (Electronic Resources Librarian, UConn Storrs)

Developing A-Z Database Lists

East Tennessee State University’s Jacob Kindle and Clemon Travis delivered an extraordinary presentation on the Primo X-Services API. They used this API to build an A-Z database list native to Alma/Primo, eliminating the redundancy of maintaining separate lists in the catalog, website, and LibGuides. They began by creating an Alma electronic collection and cataloging each database, plus developing normalization rules, scoping, PNX display, facets, and code table changes. They customized the API-generated interface using CSS and JSON. Results are impressive. Before she found new pastures, Joelle Thomas and I became excited at the prospect of using the Primo API to replace the obsolescent Research Database Locator, used by Storrs and the regional campuses.

Troubleshooting Access

Michael and Sheryl attended a highly informative session by the University of Minnesota’s Sunshine Carter and Stacie Traill on “Troubleshooting Electronic Access Issues in an Alma / Primo Central Environment.” One of the very first Alma and Primo Central customers, U of Minnesota shared workflows, tools, and staff training approaches for diagnosing and resolving e-resource issues. All their materials are available open access. Michael and Tim were particularly intrigued by browser extensions and bookmarklets such as Live HTTP Headers and UResolver Debug View. Michael attended another helpful related session, “Picking Apart the Alma Link Resolver” by Rose Krause and Andrea Eickholt of Eastern Washington University, along with a Technical Seminar training session on troubleshooting e-resource access in Alma/Primo. Following the conference, the Storrs-based Licensing & Acquisitions unit members shared and tested techniques for troubleshooting electronic resource access.

Migrating Ezproxy

An odd man out at ELUNA was Texas Tech University’s talk on migrating from self-hosted to OCLC-hosted Ezproxy. As UConn is planning a similar migration, Michael made a point of attending this talk. Texas Tech migrated in July 2015, but it was not till December that the final kinks were worked out of their hosted solution. Justin Daniel and Lynne Edgar cited the ultimate benefits of migration but advised organizations planning the move to deep dive into their Ezproxy authentication methods, SSL certificates, mobile device compatibility, and other seemingly straightforward elements that may create unexpected complications. Most of the specific problems encountered by Texas Tech emanated from poor communication and lack of in-house expertise. The presentation was helpful in illustrating what not to do for a successful Ezproxy migration – and Sheryl, who also attended the session, concurs with this assessment. TTU’s experience is written up in the Journal of Electronic Resources Librarianship.

Leaning into the New Primo UI

Among ELUNA’s highlights was the demoing of the new Primo user interface. The new UI features mobile responsive design and boasts a modern look and feel. Thanks to Joelle, UConn’s partially functional beta instance is already online. There is also a sandbox instance. Neither beta version is available for public consumption for months to come, but feel free to click around.

Developing Professionals

Also at ELUNA, Michael Rodriguez and Janice Christopher volunteered to serve on the 2016 conference planning committee for the ExLibris Northeast Users Group (ENUG). This regional library conference will take place on October 27-28 in SUNY New Paltz, New York. Proposals are due by July 20. Janice, who also presented at this year’s ELUNA, comments that ENUG is a friendly, useful gathering of library users of ExLibris products. She encourages UConn librarians to consider submitting a presentation proposal or two.

Janice Christopher (Systems Librarian, UConn Storrs)

Intensifying Analytics

Analytics is the place. I attended several sessions on Alma and Primo Analytics between the Tech Seminar (M-T) and ELUNA (W-F). I had several “Aha!” moments: Use the key values to sort dates; “prompted” doesn’t mean what it did in Voyager; use the report description field to provide detailed description, requester, date, purpose; use the Oracle BI Search feature to find reports (good motivation for good metadata); % and _ are wildcards (multiple- and single-character respectively); how to replace text; the MINUS query; etc. Also found out that ExL has a small group dedicated to creating out of the box Analytics reports and dashboards in all areas, and those would be good to look at and use as-is or modified. Good job to those of you forging ahead with Analytics, but we’re only scratching the surface. And now Primo has its own Analytics and is in the process of growing. (N.B. Greenglass? All the circulation data came out of Voyager—15 years’ worth.)

Crowning APIs

The APIs are the other place. After attending an excellent session from the ExL VP for Development, I have a much better sense of what the APIs can be used for and what you can achieve with them: as he said, “You used to query the database with SQL, now you use the APIs.” The cool and scary additional thing, though, is you can use the APIs to change data. (With great care and after sufficient testing, of course.) One issue, as was pointed out on the Alma list last week, is that ExL is segregating a certain amount of capability in the APIs, but using them requires programming skills that not all libraries have. We have them, but can’t wait for a sprint to complete projects. Hence, I will be trying to pick up some programming skills…

Meeting Shareholders

ExLibris plenaries are like shareholders’ meetings. I have no idea why this had not occurred to me before; I’ve attended enough of the darn things. At ELUNA, ExLibris management does a lot of talking: Wednesday morning, two-thirds of Thursday morning, and early Thursday afternoon. Recaps of the last year, the roadmap for the next year, reports from Next-Gen Systems, Operations (the Cloud, basically), strategic directions from the resident Big Thinker, all that sort of stuff. They didn’t mention this past year’s revenues (the previous year’s were $100 million), but did talk a lot about joining with ProQuest. It does help deal with ExL if you think of yourself sitting there as one shareholder, owning one share. Some institutions may have a pile of shares. Sometimes you magically find a number of shares under a mattress. ELUNA is the shares multiplier – it is the users’ group, and as such tries to influence ExL’s direction, with varying degrees of success. I do have to give ExL management credit for taking open questions from the floor at the annual Q&A—not many companies do that.

Sheryl Bai (Systems Librarian, UConn Health)

Integrating ILLiad and Alma

UConn Health is currently implementing ILLiad and an ILL staff mentioned this program to Sheryl. Presented by Northwestern University’s Alice Trippit and Kurt Munson, the session focused on integrating the ILL functionalities of Alma and ILLiad, with Alma handling the borrowing and lending and ILLiad handling the notices to patrons. The ILLiad Addon sends four NCIP messages from ILLiad to Alma. It handles creating incoming borrowing request item records and the associated patron hold, deleting the record when borrowing item is returned, outgoing lending requests are moved to the Resource Sharing Library and returned lending items are restored to their permanent location. The presenters provided screenshots showing how to configure Alma for this optimization.

Troubleshooting Access

Like Michael, Sheryl highlighted the University of Minnesota’s “Troubleshooting Electronic Access Issues in an Alma/ Primo Central Environment.” Presenters provided helpful toolkits, flowcharts, schedules, and guidelines.

Transitioning Authentication

“Transitioning from PDS to SAML in Alma/Primo,” delivered by ExLibris rep Andrew Walsh, was a Tech Seminar session introducing SAML (Secure Single Sign-On Protocol) to replace the currently used PDS user authentication method. SAML is the most standard and secure framework for authentication and authorization for web application. PDS provides an Active-Passive solution for authentication while SAML provides an Active-Active solution. The new Primo-SAML Authentication method supports LDAP, and SAML authentication and can handle cascading and parallel configuration using Primo Authentication Manager. The presenter showed how to configure Alma/Primo. With ExL support, customers should be able to implement SAML themselves.

OER at ACRL

acrl sign

Co-authors of this post: Dawn Cadogan and Kate Fuller

OER is the acronym for Open Educational Resources, a phrase which represents the movement for teaching materials that are freely available for use and re-use. The movement has been gaining steam in the last few years, primarily due to student advocation for more affordable textbooks.

As members of the Libraries’ Open Textbook Initiative, we are learning that other universities are also invested in this issue. This was confirmed while attending this year’s ACRL Conference. These are some of the OER-related presentations we attended during the conference.

Papers

Brian Young from the University of Mississippi contributed a paper entitled, “Assessing Faculty Perceptions and Use of Open Education Resources (OERs)”. Ole Miss provided grants to faculty willing to adopt open educational materials for their courses. These faculty were surveyed before and after their OER courses. Young found that locating high-quality and up-to-date open educational materials was time-consuming for faculty. By contrast, traditional textbook vendors offered services which simplified the evaluation and selection process for faculty customers. During the post-course survey, a promising finding was that faculty found that students are more likely to bring their OER materials with them to class than when the faculty assign traditional textbooks. This is likely because the students could access OER texts easily through laptops or mobile devices. There were two takeaways which Young highlighted. First, libraries need to develop better marketing of library-licensed resources. Faculty need to know how they can use these resources for their courses. Young noted UNC’s e-textbook portal. In addition, Young found that faculty are confused by the nomenclature; libraries need to review how they talk about OER. Young believes phrases such as “free textbook alternatives” or “free internet materials for teaching” get the message across more succinctly that “open educational resources”.

Heather Joseph, Executive Director of SPARC (Scholarly Publishing and Academic Resources Coalition) spoke on her invited paper titled, “Open Expansion: Connecting the Open Access, Open Data and OER Dots.”  In this presentation, she encouraged libraries to use open materials to think bigger – to consider how “open” can help solve problems, as well as be used to help create new opportunities.   The biggest problem open content can address is cost; open content removes intermediaries, reducing or eliminating costs.  But in addition to addressing cost, “open” also means full reuse, which has large implications for teaching, research, learning, and making.  Understanding the significance of open as the default mode is crucial for enabling new works and creating new value.

Poster Sessions

Librarians from Georgia Perimeter College shared their role in GPC’s affordable textbook initiative. In their poster, Mary Ann Cullen and Ann Mallard, described how the library was able to help faculty to identify existing OERs for use in English composition classes. They even were able to participate in the selection of textbooks to adopt. The College was recently awarded a $30,000 grant by Affordable Learning Georgia to create an open textbook. See Cullen and Mallard’s poster at http://guides.gpc.edu/oerposter.

Carmen Mitchell, Institutional Repository Librarian at California State University San Marcos, presented a poster on CSU’s project – Cougars Affordable Learning Materials (CALM).  Started in 2013 with funding from the Chancellor’s Office, CALM began by establishing marketing materials and preliminary partnerships with campus entities like the bookstore, student groups, and Institutional Planning & Analysis (who added questions to student evaluations) – and introducing the concept of CALMing the cost of textbooks to faculty.  For the past 3 semesters using a competitive application process, CALM has granted 35 faculty awards ranging from $500-$3000 for implementing cost reduction techniques, and has saved CSU students over $700,000.  More information on CALM can be found at http://csusm.edu/ids/calm/index.html .

Brigham Young University- Hawaii, a small undergraduate college, took a different approach to address textbook costs. In their poster, Librarians Becky DeMartini and Marynelle Chew described their library’s decision to make every course textbook available on reserve after finding that 56% of surveyed students either only sometimes or never purchased the required textbooks for their classes. Deeming this program a success, they have found that the reserve textbooks circulate about 5x as much as other books in the collection.

Beyond the Search I

I, along with Valori Banfi attended Beyond the Search I: Protocol Development and Methodology for Systematic Reviews.

This webinar, held on October 22, 2014, was part of the continuing education program of the Medical Library Association. The webinar was hosted  for New Englanders at the Lamar Soutter Library of the University of Massachusetts Medical School but was conducted by two informationists from the University of Michigan Ann Arbor. Each presenter, Mark MacEachern and Whitney Townsend, has authored several systematic reviews.

The goal of the webinar was to provide the audience with the tools to develop protocols for systematic reviews.  Systematic reviews are a type of publication frequently seen in medicine. They are also becoming popular in other fields concerned with treatment outcomes, such as psychology and health communication. Systematic reviews “attempt to collate all empirical evidence that fits pre-specified eligibility criteria in order to answer a specific research question” (Higgins & Green, 2011). A protocol is simply is a plan that explains how a systematic review will be conducted. As such the protocol is outlined before the review begins.

Why establish a protocol? Systematic reviews are meant to be comprehensive and exhaustive, which means they take a long time to complete. Many systematic review standards (Institute of Medicine, 2011; Liberati et al, 2009) recommend protocols in order to notify the research community about a forthcoming systematic review on a topic. This helps to prevent a duplication of effort. Protocols also serve as a means to reduce bias ex post facto. The presenters recommended several online templates for protocol-building and suggested registries where protocols can be filed.

Besides this helpful advice, the webinar also focused on how to communicate with prospective systematic review writers, including how to educate them through the process. Perhaps most interestingly for librarians was the discussion on how to negotiate roles and expectations with members of the systematic review team. For example, if the librarian/informationist wants to co-author or be acknowledged in the publication, those wishes need to be made known during the initial consultation.

This was the first installment of MLA’s systematic review series. The second installment, which will be held on December 3rd, will cover the exportation and management of systematic review data.

Higgins, J.P.T, & Green, S. Cochrane Handbook for Systematic Reviews of Interventions, Version 5.1.0.   Available from http://www.cochrane.org/handbook.

Institute of Medicine. (2011). Finding what works in health care: Standards for systematic reviews. Available from http://www.iom.edu/Reports/2011/Finding-What-Works-in-  Health-Care-Standards-for-Systematic-Reviews.aspx

Liberati A, Altman D.G., Tetzlaff, J., Mulrow, C., Gøtzsche, P.C., Ioannidis. , J.P., et al. (2009). The PRISMA statement for reporting systematic reviews and meta-analyses of studies that evaluate health care interventions: Explanation and elaboration. Annals of Internal Medicine. 151(4), W65-W94. doi:10.7326/0003-4819-151-4-200908180-00136

Where’s the Money? @ the Social Sciences Librarian Bootcamp

Presenter: Karen Downing, Head, Social Sciences; Foundation Center at the University of Michigan

I had the opportunity to attend Downing’s session on grant support entitled “Where’s the Money: Best Practices for Providing Grant-Seeking Services in the Social Sciences”.

According to Downing, librarians should begin by getting an understanding of the grants scene on their campus.

First, be aware of stakeholders on campus who may become partners for resource purchases and sharing; examples include the research office, development office, and medical school administrators. Next, librarians should identify the grant-seekers on campus. If possible, get a list of grant proposals and awards (University of Michigan offers theirs as a publically available search engine). In addition, obtain usage statistics on funder databases such as COS Pivot. With these pieces of information, identify gaps in proposal success and gaps in database usage. Downing also recommends getting to know faculty that have served on grant juries.

Downing did an assessment of faculty views on grant-seeking at the University of Michigan. She made two interesting discoveries: grant-seeking support was uneven across the university and interdisciplinary projects readily received funding but were difficult to manage. These discoveries may assist librarians when they are determining a niche for their services.

During the presentation Downing showed two pie charts from the Foundation Center which showed which subjects receive the most funding from private foundations and charities. Perhaps unsurprisingly, the largest chunks of funding went to the health sciences, human services, and public affairs.

To help researchers locate funding, Downing discussed two resources she recommends: COS Pivot and the Foundation Directory Online. According to Downing, the two resources complement one another. COS Pivot’s strength is in its coverage of US federal grants and international grant resources, while the Foundation Directory has good coverage of private funding sources.

For librarians without access to these subscription-only databases, the Foundation Center’s general website (foundationcenter.org) is a useful alternative. The site features a free index of grant providers, sample grant proposals, and annual reports from various foundations.