47
LibX O S C i LibX an Open Source, Community Platform for Delivering Library Services Access 2008 Annette Bailey & Godmar Back Annette Bailey & Godmar Back Virginia Tech

LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Embed Size (px)

Citation preview

Page 1: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX O S C iLibX ‐ an Open Source, Community Platform for Delivering Library g y

Services

Access 2008

Annette Bailey & Godmar BackAnnette Bailey & Godmar Back

Virginia Tech

Page 2: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Where it all began…Where it all began…

• Motivation– Users are increasingly bypassing library when doing research

• Idea: a “library tool”• Idea: a  library tool– Put the library back in the picture!

• A “virtual librarian” that guides users to libraryA  virtual librarian  that guides users to library resources while they use the Web– integrates access to library resources into the users’ “webflow”webflow

– no matter which page a user visits (⇒ needs client‐side presence!)

10/3/2008 2Access 2008

Page 3: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX FeaturesLibX Features

• Toolbar and right‐click context menu• Adaptive and user‐configurable context menus• OpenURL support• Magic Button (Google Scholar support)• Magic Button (Google Scholar support)• Web Localization via Embedded Cues• Autolinking• Off‐campus access via EZProxy or WAM• Support for CiteULike• Support for COinSSupport for COinS• Support for xISBN• Show/Hide Hotkey

10/3/2008 3Access 2008

Page 4: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX FeaturesLibX Features

• Toolbar and right‐click context menu• Adaptive and user‐configurable context menus• OpenURL support• Magic Button (Google Scholar support)• Magic Button (Google Scholar support)• Web Localization via Embedded Cues• Autolinking• Off‐campus access via EZProxy or WAM• Support for CiteULike• Support for COinSSupport for COinS• Support for xISBN• Show/Hide Hotkey

10/3/2008 4Access 2008

Page 5: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX TimelineLibX Timeline

• 20052005– Released LibX Virginia Tech as a Firefox extension

Offered to share LibX with interested libraries– Offered to share LibX with interested libraries

10/3/2008 5Access 2008

Page 6: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Edition BuilderMotivation

• Librarians responsible for customizing LibX for p gtheir institution– Customized version of LibX = LibX editionM ll fi i LibX i k l d• Manually configuring LibX requires knowledge about:– Underlying LibX implementationU de y g b p e e a o– XML syntax– Running scriptsM diff OPAC i ( 140)– Many different OPAC settings (> 140)

• Developers of LibX manually created 150 editions– Demand was more than supply!– Demand was more than supply!

10/3/2008 6Access 2008

Page 7: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX TimelineLibX Timeline

• 20052005– Released LibX Virginia Tech as a Firefox extension

Offered to share LibX with interested libraries– Offered to share LibX with interested libraries

• 2006– Tremendous response from library community

– Received NLG from IMLS to create Edition Builder

10/3/2008 7Access 2008

Page 8: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX Edition BuilderLibX Edition Builder

• Interactive Web application that allows theInteractive Web application that allows the creation and maintenance of LibX editions– Provides step by step instruction to librarians to– Provides step‐by‐step instruction to librarians to customize LibX

– Outputs ready‐made customized LibX editionOutputs ready made, customized LibX edition  

– Hosting environment for LibX configurations and downloadsdownloads

10/3/2008 8Access 2008

Page 9: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

EDITION BUILDER DEMOEDITION BUILDER DEMO

10/3/2008 9Access 2008

Page 10: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Demo Backup SlideDemo Backup Slide

10/3/2008 10Access 2008

Page 11: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Edition Builder InternalsEdition Builder Internals

• Uses ZK (www zkoss org)Uses ZK (www.zkoss.org) – Server‐centric Rich Internet Application (RIA) FrameworkFramework

– 100% Java servlet‐based environment, minimal use of JavaScriptuse of JavaScript

• Runs on server side, but look and feel is comparable to desktop applicationscomparable to desktop applications– No state kept on client side

10/3/2008 11Access 2008

Page 12: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

ArchitectureArchitecture

Database

Third Party ResourceServers

Edition Maintainer Edition Builder

OCLC

File System

OCLC WorldCatRegistry

Web Server

End User

LoginEdition and Revision 

Management

Changes to Configuration

Auto‐discoveryDownload

customized LibX

1210/3/2008 Access 2008

Page 13: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX TimelineLibX Timeline

• 20052005– Released LibX Virginia Tech as a Firefox extension

Offered to share LibX with interested libraries– Offered to share LibX with interested libraries

• 2006– Tremendous response from library community

– Received NLG from IMLS to create Edition Builder

• 2007– Released Edition Builder

10/3/2008 13Access 2008

Page 14: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Log Data – Adoption of Edition Builder

• 1155 total editionseditions present by May 2008

• As of Oct 2008• As of Oct 2008, 1600 total editions

460• 460 were made public

• New editions are being made public at a rate of ~20/month/

10/3/2008 14Access 2008

Page 15: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX TimelineLibX Timeline

• 2005– Released LibX Virginia Tech as a Firefox extension– Offered to share LibX with interested libraries2006• 2006– Tremendous response from library community– Received NLG from IMLS to create Edition BuilderReceived NLG from IMLS to create Edition Builder

• 2007– Released Edition Builder

• 2008– Edition Builder Study

10/3/2008 15Access 2008

Page 16: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

EDITION BUILDER STUDYEDITION BUILDER STUDY

10/3/2008 16Access 2008

Page 17: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX Edition Builder Study FactsLibX Edition Builder Study Facts

• Log‐based usability evaluationLog based usability evaluation– Interactions with Edition Builder logged

• User Survey• User Survey– Contacted edition maintainers by email

– 139 participants

– June 20, 2008 – July 14, 2008

– 33 questions

10/3/2008 17Access 2008

Page 18: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Key Study GoalsKey Study Goals

• Is the interface easy to learn and use?Is the interface easy to learn and use?

• How successful are edition maintainers in creating LibX editions?creating LibX editions?

• Is the auto‐discovery effective?

10/3/2008 18Access 2008

Page 19: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Overall Perceived Ease of UseOverall Perceived Ease of Use60%

40%

50% Overall, you would describe the LibX Edition Builder as:

30%

10%

20%

0%

Very easy to use Easy to use Somewhat easy  Somewhat  Difficult to use Very difficult to to use difficult to use use

10/3/2008 19Access 2008

Page 20: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Perceived Learning CurvePerceived Learning Curve50%

40%In your opinion, theLibX Edition Builder interface is:

20%

30%

10%

0%

Very easy to learn

Easy to learn Somewhat easy to learn

Somewhat difficult to learn

Difficult to learn Very difficult to learnlearn to learn difficult to learn learn

10/3/2008 20Access 2008

Page 21: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Style of ApplicationStyle of Application50%

Do you prefer this style of web application to the

30%

40% Do you prefer this style of web application to the more traditional, page‐based applications?

20%

0%

10%

I much prefer the LibX Edition Builder style

I somewhat prefer the LibX Edition Builder 

style

I do not think the style matters

I somewhat prefer the 

traditional style

I much prefer the traditional 

style

No response

10/3/2008 21Access 2008

Page 22: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Saving of ChangesSaving of Changes50%

The LibX Edition Builder uses an interaction mode in

30%

40%The LibX Edition Builder uses an interaction mode in which configuration changes are immediately saved, so you do not need to press "Save" or "Submit"

I i i thi d f i t ti

10%

20%

In your opinion, this mode of interaction was:

0%

10%

10/3/2008 22Access 2008

Page 23: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

AUTODETECTIONAUTODETECTION

10/3/2008 23Access 2008

Page 24: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Autodetection of OpenURL ResolverAutodetection of OpenURL Resolver

30%

35%

Did the LibX Edition Builder 

20%

25%auto‐detect your OpenURL resolver? 

10%

15%

0%

5%

d h b h b d d d dYes, and the settings were correct when I imported it

Yes, but the settings were 

incorrect when I imported it

Yes, but I did not import it

No, it was not detected

I did not configure an OpenURL 

resolver for my 

No response

edition

10/3/2008 24Access 2008

Page 25: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Catalog Auto‐Detection

Auto detection based onAuto‐detection based on 

Catalog Auto Detection

Auto‐detection based on heuristics:Server finger printing,URL markers

database of already configured resourcesDirect scraping of HTML forms and construction of URL URL markers, … templates (“Bookmarklets”)OpenSearch descriptions (where advertised)

10/3/2008 25Access 2008

Page 26: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

35%

40%

25%

30% Did the LibX Edition Builder auto‐detect your catalog? 

10%

15%

20%

0%

5%

Y it did d I Y it did b t Y it did b t Y it did b t I It id th t OCLC I did t ti NYes, it did and I was able to import the catalog 

immediately and 

Yes, it did, but the settings needed slight adjustment

Yes, it did, but the settings needed 

significant adjustment

Yes, it did, but I did not know what option I should use to add the catalog 

It said that OCLC reported a 

catalog, but the LibX Edition 

Builder said "0 

I did not notice any such 

information when I used the LibX Edition 

No response

ythe settings of the catalog worked

j gto my edition resources 

found"Builder

10/3/2008 26Access 2008

Page 27: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

30%

35%

How would you rate the usefulness of the auto‐detection box in the Catalogs & Databases tab?

20%

25%

auto detection box in the Catalogs & Databases tab? 

10%

15%

0%

5%

It was highly successful in detecting the resources I 

It was generally successful in detecting the resources I 

It was somewhat successful in detecting the resources I 

It rarely detected the resources I 

wanted to add 

It never (or almost never) successfully detected the 

I did not understand 

what I needed to enter into this 

I did not use the auto‐detection search box

wanted to add to my edition

wanted to add to my edition

wanted to add to my edition

to my edition resources I wanted to add to my edition

search box

10/3/2008 27Access 2008

Page 28: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Log Data Results

10/3/2008 28Access 2008

Page 29: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Log Data Results (cont’d)

• 50% editions built in 72built in 72 minutes or less

d• 80% editions built in 190 

lminutes or less

10/3/2008 29Access 2008

Page 30: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Study FindingsStudy Findings

• The LibX Edition BuilderThe LibX Edition Builder – is easy to use and learn

auto detection is effective at configuring– auto‐detection is effective at configuring resources 

• Created a community• Created a community

• Open source spirit– Anybody can create, share, publish, copy and adapt editions

10/3/2008 30Access 2008

Page 31: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LIBX 2.0LIBX 2.0

10/3/2008 31Access 2008

Page 32: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

MotivationMotivation

• Libraries are creating new, digital services and g , gcontent

• Technologyd h b– Service‐oriented architectures, web services 

interfaces– Support mashups; provide HTML widgetspp p p g

• Librarians, educators, and users create– Online tutorials, subject guides, visualizations

l d– Social OPACs: tagging, reviews, recommender services• How can we provide those services at the point of need?of need?

10/3/2008 32Access 2008

Page 33: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LIBX 1.5 DEMOSLIBX 1.5 DEMOS

10/3/2008 33Access 2008

Page 34: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

DemonstrationsDemonstrations

• Enhanced COinS serviceEnhanced COinS service– Link 360 XML interface

• Catalog searches from Google• Catalog searches from Google

• Holdings + availability in Amazon

• OCLC Identities

10/3/2008 34Access 2008

Page 35: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Demo 1: Enhanced COinS HandlingDemo 1: Enhanced COinS Handling

LibX Standard COinS Processing

LibX + Link/360 Integration

10/3/2008 35Access 2008

Page 36: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Demo 2: Addison in GoogleDemo 2: Addison in Google

10/3/2008 36Access 2008

Page 37: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Demo 3: Addison in AmazonDemo 3: Addison in Amazon

10/3/2008 37Access 2008

Page 38: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Demo 4: OCLC IdentitiesDemo 4: OCLC Identities

10/3/2008 38Access 2008

Page 39: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX TimelineLibX Timeline

• 2005– Released LibX Virginia Tech as a Firefox extension– Offered to share LibX with interested libraries

• 2006• 2006– Tremendous response from library community– Received NLG from IMLS to create Edition Builder

• 2007– Released Edition Builder

• 20082008– Edition Builder Study– NLG grant for LibX 2.0 community platform

10/3/2008 39Access 2008

Page 40: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

W ld Wid W bWorld Wide Web

Library Resources andWeb Services

LibX 2 0LibX 2.0 plugin: executes Lib i libLibX 2.0 Libapps, merging library information into pages.

Users:decide to which library services to subscribe, see 

expanded view of the web

Librarians: create or adapt Libapps from reusable, shareable  web 

components

10/3/2008 40Access 2008

Page 41: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

Edition Builder Survey: Programming SkillsEdition Builder Survey: Programming Skills

40%

50%

How would you rate your programming skills and familiarity with computers and the web?

20%

30%

0%

10%

0%

I have intermediate or expert‐level programming

I have beginner‐level programming skills in at least

I do not program, but I frequently use web‐based

I do not program, and I also don't have 

much

I only use a web browser for looking up information on

I use computer applications only if I 

absolutely have

No response

programming skills in multiple 

programming languages

skills in at least one 

programming language

web based applications 

such as content management systems or bl / k

much familiarity with web‐based applications, but I use my 

information on the web or in the library catalog

absolutely have to

blogs/wikis computer extensively

10/3/2008 41Access 2008

Page 42: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibApp Example

OCLCyazproxy

Z39 50 G t ILS‐DI/libxess

LibApp Example

OCLCxISBN

Z39.50 Gateway ILS‐DI/libxess

Modules

xISBNService

PresearchService

ILS snapshot

Modules

ISBNTooltipDisplay(,,) (,,)

Tuple Space

(isbn: 006073132X, location: )

ISBNScraper

Display

location:, …)LibApp

10/3/2008 42Access 2008

Page 43: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX 2.0 ‐ Target AudiencesLibX 2.0  Target Audiences

b l kLibX 2.0 Developers – make services available and write modules and libapps

LibX  2.0 Adapters – adapt, combine, reuse, and share services

LibX 2.0 User Community ‐ subscribes to services they like

10/3/2008 43Access 2008

Page 44: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX 2.0 DevelopersLibX 2.0 Developers

• Write “modules” – small pieces of code thatWrite  modules   small pieces of code that– Scrape a page– Interact with services– Process and combine results

• Modules have access to all LibX configurationModules have access to all LibX configuration information via API

• Can use JavaScript libraries (e.g., jQuery)Can use JavaScript libraries (e.g., jQuery)• Browser‐independent platform: Firefox and IE• Fully decentralized infrastructure• Fully decentralized infrastructure

10/3/2008 44Access 2008

Page 45: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX 2.0 AdaptersLibX 2.0 Adapters

• Web‐savvy librariansWeb savvy librarians– Not programmers

• Edition Builder will become a repository to• Edition Builder will become a repository to manage LibX modules and libapps

Ad dd bi h d– Adapters can add, combine, share, adapt, customize libapps

C l li d i f h i• Create localized services for their users

• Provide feedback to developers

10/3/2008 45Access 2008

Page 46: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX 2.0 UsersLibX 2.0 Users

• Subscribe to services recommended by theirSubscribe to services recommended by their edition maintainers using local settings– Stay connected to their libraries– Stay connected to their libraries

• Decide which services they likeFi i d l d f– Fine‐grained control and preferences

• Marketing– Will help adapters by providing marketing kit

– Users must see benefits

10/3/2008 46Access 2008

Page 47: LibX an Open Source, CiC ommunity Platform for Delivering ...libx.org/presentations/LibXBaileyBack-Access2008.pdfPlatform for Delivering Library Services ... ( org) – Server‐centric

LibX TeamLibX Team

• Annette Baileyette a ey• Godmar Back• Kyrille GoldbeckKyrille Goldbeck• Arif Khokar• Mike DoyleMike Doyle• Alumni

– Nathan BakerNathan Baker– Tilottama Gaat– Tobias Wieschnowsky

10/3/2008 47Access 2008