June 10-15, 2012 Growing Community; Growing Possibilities Mark Notess, Indiana University David...

June 10-15, 2012

Growing Community; Growing Possibilities

Changes in Sakai’s

Citations Helper

Mark Notess, Indiana UniversityDavid Cliff, Indiana University

Jim Eng, University of Michigan

2012 Jasig Sakai Conference 2

Background and current context Demo Current improvement work for Sakai CLE Future directions Discussion

Outline


Background and Current Context


2006-2008 Mellon grant to IU Libraries and University of Michigan: Integrate licensed library content and Sakai

Other participants: UC Berkeley, Johns Hopkins, Northwestern, Stanford, Yale

Citations Helper (Sakai 2.4-2.7 development)◦ Enables users to search and retrieve citations and

make stable URLs to content with Sakai◦ Uses library metasearch tools, Google Scholar, RIS

import, and/or manual adding of citations ◦ Embedded within the Resources tool◦ Metasearch also available from rich text editor

Background

5

Uses an open URL resolver to provide a stable URL. E.g., for

Notess, Mark; Kouper, Inna; and Swan, Maggie B. (2005). “Designing effective tasks for digital library user tests: lessons learned.” OCLC Systems & Services, 21(4), pp. 300-310.

Open URL:http://kg6ek7cq2b.search.serialssolutions.com/?url_ver=Z39.88-2004&url_ctx_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Actx&rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Ajournal&rft.genre=article&rft.aulast=Notess&rft.aufirst=Mark&rft.au=Kouper%2C+Inna&rft.au=Swan%2C+Maggie+B.&rft.atitle=Designing+effective+tasks+for+digital+library+user+tests%3A+lessons+learned.&rft.jtitle=OCLC+Systems+%26+Services&rft.date=2005&rft.volume=21&rft.issue=4&rft.spage=300&rft.pages=300-310&rft.issn=1065-075X

Open URLs

2012 Jasig Sakai Conference


Libraries moving away from federated search products to discovery systems such as EBSCO Discovery Service, ExLibris Primo or Serials Solutions Summon.

New Google Scholar interface does not support “add to Sakai” functionality.

Sakai rich-text editor is changing. Citations helper as it exists today isn’t much

used. Third-party citation tools such as Zotero and

Mendeley are becoming more sophisticated.

Current Context


“Libraries & Sakai 3” multi-institutional user research study, 2009-2010. Report available: https://confluence.sakaiproject.org/x/PwCX

Oxford’s Sir Louie project integrates Primo and updates OpenURL support to 1.0

Michigan integrates Summon

Subsequent Work

https://confluence.sakaiproject.org/x/PwCX



Demo


Current Improvement Work

For Sakai CLE

• Fixing long standing bugs

• Cleaning up JIRA tickets, to allow for better clarity and direction moving forward

• Improving compatibility with EndNote

• Making the most of the Open Source community and its resources

RIS Import/Export

While not glamorous, a reorganization and clarification of several outstanding tickets showed the importance of several key issues that Citations Helper faced.

This being completed has allowed for greater focus on the more important issues facing the Citations Helper in the near future.

◦ SAK-20589 SAK-18495 and SAK-20588 have been edited to reflect the fact that they are duplications of an existing (and fixed) bug, SAK-16091.

JIRA Organization

Already completed

SAK-20590 – First citation of list not imported SAK-22182 – Date Field disappearance SAK-21910 – Swedish internationalization update

Planned in the immediate future

◦ SAK-19154 – Data split over multiple line feature◦ SAK-16091 – The patch supplied in this issue greatly

improves the Importation process. However, to be completed, a conversion script must be written, to allow for earlier Sakai versions to take advantage of the solution provided.

Fixing long standing bugs


Framework for multi-institutional testing put in place last fall

Opportunity for community involvement, both in the testing and coordination of the testing & response:https://confluence.sakaiproject.org/x/XJiCB

RIS Testing

https://confluence.sakaiproject.org/x/XJiCB

https://confluence.sakaiproject.org/x/XJiCB

While the Citations Helper has made good progress in its ability to import information, there is still some greater work required to cover all Citation types, and to implement the varying aspects of the file format specification.

◦ For example, the ability to split values over multiple lines needs to be supported, and once implemented, tested to ensure no regression on quality or progress.

EndNote Compatibility

The EndNote compatibility can be improved by observing the information gathered by such projects as Zotero, who have already invested resources and time tackling the complexities Citations Helper faces.

Improvements made to Citations Helper may be able to serve the community better if they were done in a Java library that others can readily re-use, and improve on collectively. This minor abstraction would also allow for better compatibility testing in the future.

Open Source Advantages


Default editor has been FCK Editor◦ A JavaScript plug-in was developed to insert

citations into documents produced in the editor◦ The existing plug-in supports discovery of citations

through library search only Default editor is CK Editor in Sakai 2.9

◦ We will need a complete rewrite of the plug-in for CK editor

◦ We should take a step back and think about how it should work

◦ Where do citations come from – existing citations lists, library search, import, all-of-the-above?

-- Who will do this work? Any volunteers?

Editor Integration


In the Resources tool, users can create a Citations List (as demonstrated earlier)

Due to changes in the context and available technologies, work is needed in the Citations Helper

Again, some rethinking is in order Without major reworking, the Citations

Helper could become much more usable and useful

Resources Integration

Current Flow

Citations Helper: Current Flow Begins in Resources Tool

Current Flow

User Selections Open New Windows or Navigate Away

Current Flow

User Must Navigate Again To See Results


And Finally Name the Citation List


Inconsistencies

Citations Helper is launched from Resources Tool but the views and actions are different.

Too many confirmations required.

Operations seem out of order.

Menu bar

Actions on ‘selected’ items

Sorting by Column headers

Pulldown menu foractions on individual list items

Some standard design features in Sakai 2.x

Metadata on the citation list as a whole,currently presented after ‘continue …’ towards the end of the flow

Allow editing the Citation list name at the beginningrather than at the end

Make this item ‘Create Citation List’ for consistency

Add Citations from MLibrary ArticlesPlus Google Scholar Manually Create Import

Citation List Name: New Citation List

Access and Availability (time and date)

Export to CTools

At this point Citations have been added to Sakai. Allow deletion here because some citations may not contain enough metadata/info to be useful ( )

Add More Citations

Done

Close preview, do not add these citations To list (i.e., delete them), Close window and user is back in ArticlesPlus

Close preview, user is left back in ArticlesPlus window to do a new search

Reformat this previewpage to be similar to the presentation of the citation list when opened from Resources

Cancel

Another use of pulldown menu foractions on individual list items

Add Citations from MLibrary ArticlesPlus Google Scholar Manually Create Import

Citation List Name: War of 1812 citations

First Author Published Year

Blaine Taylor 2012

Hurlburt, WH. 2011

Export Selected | Export All | Remove Selected | Remove All

ViewEditGetItRemove

Sort choice persists for a particular citation list? (there is a ‘save sort’ button currently)

Save Preview

Add Citatio

ns

Cancel

Proposed Revised Flow SAK-22083


Prototype of Proposed Changes


Future DirectionsCLE and OAE


Citations are fundamental elements of academic life◦ Contain basic metadata about academic work◦ Provide direct links to sources of information

Citations should be recognized as first-class entities in the LMS/CMS

Citations in the LMS/CMS should encapsulate the metadata needed to describe a resource fully and the links needed to access it (when possible)

People need to be able to copy citations and paste citations

Citations as first-class entities


People need to be able to bring citations into the LMS/CMS and embed them anywhere they want to, including:◦ Reading lists◦ Syllabuses◦ Assignments and assignment submissions◦ etc.

People need easy movement back and forth between LMS/CMS and other places they use citations (e.g. Library Search, Zotero, RefWorks, EndNote, Google Scholar)

Using citations in LMS/CMS


Goal should be to piggy-back on existing tools and support their integration into the LMS/CMS

One possible approach: Write an external LTI-friendly webapp that “wraps” an external citations manager like Zotero or RefWorks (as well as library search capabilities) and supports copying or pasting well-formatted citations from there◦ This would allow people to access existing citations or

find new citations from within the LMS/CMS◦ They might import citations or copy-paste them◦ Using LTI would allow use of this capability in CLE, OAE

and other CMSes ◦ WYSIWYG plugin to support pasting full citations

One possible approach


Hathi Trust plugin for CK Editor (in progress, Michigan)

Open Educational Resources (OER) discovery (proposed)

Integrate online video/audio collections into CMS (Indiana, IMLS funded project)

LTI app to add a targeted Subject Research Guides to a course site in Sakai (in progress, Michigan)

Library help - chat widget

Other potential integrations


Background on original “Sakaibrary” project:

www.sakaibrary.org More recent “Sakai3”/Library integration

work:https://confluence.sakaiproject.org/x/PwCX

Email to [email protected] or [email protected]

For more information

http://www.sakaibrary.org/



mailto:[email protected]

mailto:[email protected]


DiscussionAnd ways to get involved

June 10-15, 2012 Growing Community; Growing Possibilities Mark Notess, Indiana University David...

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