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Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

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Page 1: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Terms and conditions …

libraries, subject terminologies and the web

Lorcan Dempsey

VP Research OCLC

Opening keynote, Dewey EPC meeting,March 16, 2004

Page 2: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

My qualifications to speak on this topic …

Page 3: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 4: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Overview

Page 5: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Overview

• Focus on the environmental ‘conditions’ in which ‘terms’ are used– Prelude …– Collections and …– Digital libraries and …– Finally …

Page 6: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Prelude

Page 7: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

‘Burn the catalog’

“Electronic catalogs, wherever you go in the academic world, have become a horrible crazy-quilt assemblage of incompatible interfaces and vendor-constrained listings. Working through […] a relatively small collection, you still have to navigate at least five completely different interfaces for searching. Historical epochs of data collection and cataloguing lie indigestibly atop one another.” Tim Burke, Swarthmore

“I’m to the point where I think we’d be better off to just utterly erase our existing academic catalogs and forget about backwards-compatibility, lock all the vendors and librarians and scholars together in a room, and make them hammer out electronic research tools that are Amazon-plus, Amazon without the intent to sell books but with the intent of guiding users of all kinds to the books and articles and materials that they ought to find, a catalog that is a partner rather than an obstacle in the making and tracking of knowledge. ” Tim Burke, Swarthmore

Page 8: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 9: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 10: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

So …

• We need to find better ways– of leveraging the accumulated library

investment in knowledge organization systems

– of demonstrating their value – and of releasing their value in a web

environment.

• (OCLC Research activities)

Page 11: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Collections

Page 12: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Collections grid

high low

low

high

stewardship

uni

que

ne

ssBooksJournalsNewspapersGov. docsCD, DVDMapsScores

Special collectionsRare booksLocal/Historical newspapersLocal history materialsArchives & Manuscripts, Theses & dissertations

Research and learning materials •ePrints/tech reports•Learning objects•Courseware•E-portfolios•Research data

Freely-accessible web resourcesOpen source softwareNewsgroup archives

Page 13: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 14: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

learning materials, courseware

• Digital assets

• ‘Learning objects’

• Content packages

• E-portfolio

• Courses

Increase in number of courses which use course management systems

  2000 2002 Change

Carnegie Mellon University* 150 567 378%

Denison University* 25 150 600%

[i] * Information Technology and Libraries, June 2003 (p. 80).

* personal communication, Scott Siddal

Page 15: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

oclc taskforce on elearning

• Diffusion of information skills and use through the learning process

• Life cycle management of learning materials

• Systems interaction between library and learning management systems

Picture courtesy Dan Rehak, Carnegie Mellon University

Page 16: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 17: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 18: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 19: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

What is going on?

Many different controlled and local vocabulariesInterest in place, time, audience, coverage

Many different controlled and local vocabulariesInterest in place, time, audience, coverage

Small number of established universal schemes. Many well developed disciplinary resources.

Small number of established universal schemes. Many well developed disciplinary resources.

Many different controlled and vernacular vocabulariesInterest in place, time, audience, coverage, …Emerging interest in SW/ontologies, …New development communities …

Many different controlled and vernacular vocabulariesInterest in place, time, audience, coverage, …Emerging interest in SW/ontologies, …New development communities …

A great variety …A great variety …

Page 20: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Collection directions

BooksJournals

Special collections

Freely-accessible web resources

Research and learning materials

high low

low

high

stewardship

uniq

uene

ss

?? ??

????

Page 21: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

So ..

• Questions– Warrant– Functional

requirements of a general classification system in new environment?

• Becoming more important:– Mappings– Local control of

display and hierarchy for particular user communities

– Data distribution– Machine-

processable

Page 22: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Digital libraries and the web

Page 23: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Interconnected library environment

• More complex library systems environment– ILS, portal, resource sharing, resolver, digital asset

management, …

• More complex institutional systems environment– Learning management system, university portal,

local government portal, …

• Growing use of shared services– Directory, identity management, trust

management, …

Page 24: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

A library portal example

Common services

Content services

Application services

Presentation services

The User

I’m looking for something through my

library’s portal.

Page 25: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Common services

Content services

Application services

Presentation services

The User

authenticationauthentication

I’m looking for something through my

library’s portal.

Page 26: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Common services

Content services

Application services

Presentation services

The User

Directory: user profileDirectory: user profile

I’m looking for something through my

library’s portal.

Page 27: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Common services

Content services

Application services

Presentation services

The User

Query brokerQuery broker

I’m looking for something through my

library’s portal.

Page 28: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Common services

Content services

Application services

Presentation services

The User

Directory: service description

Directory: service description

I’m looking for something through my

library’s portal.

Page 29: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I’m looking for something through my

library’s portal.

Wow! I should be able to find what I need in

this results list.

Common services

Content services

Application services

Presentation services

The User

Content: results listContent: results list

Page 30: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I’d like to get this book.

Common services

Content services

Application services

Presentation services

The User

Request brokerRequest broker

Page 31: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I’d like to get this book.

Common services

Content services

Application services

Presentation services

The User

Directory: ILL policyDirectory: ILL policy

Page 32: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I’d like to get this book.

Common services

Content services

Application services

Presentation services

The User

Directory: service descriptionDirectory: service description

Page 33: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I’d like to get this book.

Common services

Content services

Application services

Presentation services

The User

Content: circ/ILL systemContent: circ/ILL system

Page 34: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I need this article too.

Common services

Content services

Application services

Presentation services

The User

Request brokerRequest broker

Page 35: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I need this article too.

Common services

Content services

Application services

Presentation services

The User

openURL resolveropenURL resolver

Page 36: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I need this article too.

Common services

Content services

Application services

Presentation services

The User

Directory: local knowledge baseDirectory: local knowledge base

Page 37: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I need this article too.

Common services

Content services

Application services

Presentation services

The User

Directory: service descriptionDirectory: service description

Page 38: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

I need this article too.

Common services

Content services

Application services

Presentation services

The User

Content: articleContent: article

Page 39: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Directory: ILL policy

Directory: ILL policy

Subject attributes

Common services

Content services

Application services

Presentation services

The User

AuthenticationAuthentication

Directory: user profile

Directory: user profile

Query brokerQuery broker

Directory: service description

Directory: service description

CatalogCatalog

Request brokerRequest broker

Circ/ILL systemCirc/ILL systemOpenURL resolverOpenURL resolver

Directory: local knowledge base

Directory: local knowledge base

Article dbArticle db

Terminology service

Terminology service

Subject

Digital assets

Digital assets

Page 40: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Some other examples

• Query routing (e.g. QuestionPoint)

• Document routing (e.g e-prints UK)

Page 41: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

So …

• Libraries need to manage many types of objects – some of which have subject attributes

• We will increasingly treat vocabularies and terms as resources in their own right

• Workflow integration becomes more important – services need to be available where they are needed– Metadata creation– Searching …– Data exchange and terminology services

Page 42: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Manage many objects …

• Then:– ‘information assets’

were primary objects of interest.

– Subjects, etc, were seen as attributes of assets.

– Systems built to reflect this.

• Now:– We manage multiple

objects, their representations and relationships:

Assets– Works; manifestations;

copies Rights Collections Services Terms

– Concepts– Names– Places

Users …

Page 43: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Dataassets

1. Objects2. Collections3. Services4. Terms5. Users6. Institutions7. Rights8. Schemes9. Rules10.Version Control11.Queries

Web services

Digital library objects!

Place, person, subject, genre, …Place, person, subject, genre, …

Page 44: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Terms are resources

• Webulated– URI for concepts, …– Concepts are citable– Build services on top

of this– Vocabulary may be

manifest through several services

• E.g. URI for a Dewey numberInfo:ddc/22/eng//004.678

• Example services– Mappings– Caption, etc– Navigate

hierarchy– Validation– Given a concept, return

Authors ISBNs …

Page 45: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Integrate with workflow

• Multiple editing environments

• Multiple searching environments

• …

• Growing interest in distribution of data– Protocol access– Data exchange

Page 46: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 47: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 48: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004
Page 49: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Dataassets

dataservices

Applicationservices

Web services

Examples:Discovery environmentEditing environmente.g Dspace

Name authority service

KOS service

Object metadatarepository

ValidateAutomatic class.NavigationExchangeMapping

Page 50: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

The past is another country ..

• Need to think differently – using terminologies as resources in a distributed network environment calls forward different way of thinking

– Making functionality available within multiple workflows

– Available through human and machine interfaces

Page 51: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

So ..

• Questions– Warrant– Functional

requirements of a general classification system in new environment?

• Becoming more important:– Mappings– Local control of

display and hierarchy for particular user communities

– Machine-processable– Data distribution– Webulated– A suite of

terminology services

Page 52: Terms and conditions … libraries, subject terminologies and the web Lorcan Dempsey VP Research OCLC Opening keynote, Dewey EPC meeting, March 16, 2004

Thank you,

http://www.oclc.org/research/