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Virtual Communities: Virtual Communities: Catalysts for Advancing Catalysts for Advancing
ScholarshipScholarship
Module 7: Libraries and Collaborative Research CommunitiesDigital Libraries à la Carte 2009
John Butler <[email protected]>Associate University Librarian for Information Technology
University of Minnesota, USA
OutlineOutlineVirtual Communities – some definitionsScholarly Practices as Context for Virtual Community
DevelopmentReal-Life Virtual Communities
◦ precursors◦ HarvestChoice◦ EthicShare
Governance & SustainabilityVCs – Library Roles and Success Factors
Virtual Communities DefinedVirtual Communities DefinedVirtual Communities (VCs)Virtual Research Environments (VREs)Virtual Organizations (VOs)Virtual Organizations as Socio-technical Systems
(VOSS)Collaboratoriesetc.
Virtual Organizations Virtual Organizations (U.S. NSF)(U.S. NSF)A virtual organization is a group of individuals whose members and resources may be dispersed geographically, yet who function as a coherent unit through the use of cyberinfrastructure.
Distributed across space,
Distributed across time, Dynamic structures and
processes, at every stage of the organizational lifecycle,
Computationally enabled, via collaboration support systems, and
Computationally enhanced
Virtual Organizations as Sociotechnical Systems (VOSS) -- NSF http://www.nsf.gov/pubs/2009/nsf09540/nsf09540.htm
Virtual Organization as Process*Virtual Organization as Process*
1. Relationships with a broad range of potential partners
2. Mobility and responsiveness of telecommunications to overcome problems of distance
3. Timing, using responsiveness and availability to decide between alternatives
4. Trust between actors separated in space for virtual organization to be effective
Source: “Virtual Organization as Process: Integrating Cognitive and Social Structure Across Time and Space”Scott M. Preston
Whatever the name, Whatever the name, what are they really about?what are they really about?
The Scholarship
Scholarly Practices as Context Scholarly Practices as Context for VC Developmentfor VC Development
Faculty & Graduate Students Behaviors Methodologies Perceptions Challenges
Two phases: humanities & social sciences; sciences (physical, natural, life, health sciences communities):http://www.lib.umn.edu/about/mellonhttp://www.lib.umn.edu/about/scieval
Assessment ContextAssessment ContextGoal: Support the advancement of scholarship
through understanding scholarly behavior, processes, and practices; then developing content & services that existing and new processes.
Distributed context for scholarshipDistributed environment for content and services Focus on the research processesUnderstand trajectory of research behaviors
Analytical FrameworkAnalytical FrameworkCategorize behaviors & identify “primitives”
(Capture the processes, workflow)Analyze behavioral data, trends, relationshipsIdentify potential tools/new servicesPrototype tools/services; solicit scholar
feedback (iterative, release-feedback process)
Discover
Share Gather
Create
Primitives
University of Minnesota. “A Multi-Dimensional Framework for Academic Support (2005-2007)”http://www.lib.umn.edu/about/mellon
Primitives => Behaviors
Collecting
Organizing
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Acquiring
Annotating
AnalyzingReviewing
& Rating
Writing
Describing
Publishing
Teaching
Data Sharing
Rights
University of Minnesota. “A Multi-Dimensional Framework for Academic Support (2005-2007)”http://www.lib.umn.edu/about/mellon
Primitives => Behaviors => DaTa
Collecting
Organizing
Discover
Share Gather
Create
Serendipitous Finding
Collaborative Finding
Structured Finding
Keeping Current
Acquiring
Annotating
AnalyzingReviewing
& Rating
Writing
Describing
Publishing
Teaching
Data Sharing
Rights
Researcher’s Workflow
Individual reputation management
Institutional Research Output and Assessment
Real-Life Virtual CommunitiesReal-Life Virtual Communities(+ precursors)
• Began 1991
• Rapid dissemination, open access
• Pre-prints physics, astronomy, mathematics, computer science, nonlinear science, quantitative biology and statistics
• Over 550K submissions to date; 50K/month
• Large-scale worldwide participation
• Facing economic challenges
•Since 1995, sustained
• Open access, pre-print archive for agricultural and applied economics
• 35K submissions from over 150 academic institutions, professional societies, and government agencies worldwide
VC CharacteristicsVC CharacteristicsDiscipline/field focused
Sustained
Multi-institutional, global
Adoption at significant levels
Community contribution / investment
HarvestChoiceHarvestChoice
HarvestChoice HarvestChoice Funded by the Bill and Melinda Gates Foundation
Large-scale global project that supports the food policy analyst community
Compiles, harmonizes, generates, and disseminates public goods information on the potential payoffs to smallholder farmers of production and marketing innovations in sub-Saharan Africa
Libraries role Libraries role in in HarvestChoiceHarvestChoice VC Development VC Development
To build an innovative, integrated “biblio-spatial” search capability that blends the discovery spatial data, flat files and curated references to relevant scholarly literature.
• Highly selective discovery base for food policy analysts seeking improvements in third world countries
• Unique aggregation and integrations (“bibliospatial” search)
HarvestChoice Google Map QueryInterface: Household Attributes
HarvestChoice Database Query Widget:Crop Production Reporting Tool
Adaptive Hypermedia 200831
EthicShareEthicShareA Collaborative Virtual Community for Ethics Scholars
Adaptive Hypermedia 200832
• Online research environment for information discovery and collaboration for practical ethics scholars and students
• Open & free to all – designed to enable multi-institutional collaboration between all scholars regardless of affiliation, but account creation is not restricted
• Developed by the University of Minnesota's Center for Bioethics, Libraries, and Department of Computer Science & Engineering
• Funded by the Andrew W. Mellon Foundation and the National Science Foundation, Council on Library and Information Resources
Adaptive Hypermedia 200833
EthicShare PartnershipsEthicShare PartnershipsData:
• National Library of Medicine - PubMed & Catalog data
• OCLC – WorldCat data• Other Publishers – in negotiations
Web Services: • OCLC – Registry Services
University Centers: • Georgetown University – Bioethics Thesaurus• Governance and Presentations at Societies by
partners from: University of Virginia, Indiana University-Bloomington, Indiana University-Purdue University, Indianapolis and Stanford University
Adaptive Hypermedia 200834
Bioethics CommunityBioethics Community Engaged in “…consideration of issues in human values as they
relate to health services, the education of healthcare professionals and research.”
-- American Society for Bioethics and Humanities
The Cycle of Assessment The Cycle of Assessment Assess…Develop…Engage…AgainAssess…Develop…Engage…Again
Specify
Engage/Evaluate
Assess
Develop
Initial Community AssessmentInitial Community AssessmentPlanning Grant:
• Identifying and tuning collaborative technologies for a specific community of researchers
• Held 5 site visits – • U of Minnesota• University of Indiana• University of Indiana – Purdue University – Indianapolis• University of Virginia• Georgetown University
• “How do you know what you don’t know?” Bioethics scholars didn’t use collective work sites or technologies.
Adaptive Hypermedia 200839
High quality (selective/filtered) content; mixing scholarly and popular sources
Access to all relevant material types (full text), from all academic fields (highly interdisciplinary)
Ability to have private work space
Space for (global) community discussion, exchange, commentary
Reputation security; “trust controls”
Community Requirements(Defined through focus groups, surveys)
RequirementsRequirements
Community• Emerging field
• Unique content requirements
• Scholarly networking interests, but…
• Legacy humanists practices
• High value on trust and reputation
Sponsor• Advance scholarship
• Collaborative technologies
EthicShare Abstracted:Virtual Research Environment Components
Collection DevelopmentContent selection & aggregationHarvestingIngestETL
CONTENT
Discovery Tools
Faceted searchingTags and ontologyRecommendations
Drupal, SolrACCESS
Policy & SustainabilityEditorial policies
Community valueUser privacy
Intellectual Property
GOVERNANCEEngagement & CollaborationSocial dynamicsEditorial participationDrupal
COMMUNITY
ethicshare.org
EthicShare Site Functionality EthicShare Site Functionality – Data• Search
• Community-defined aggregation of content• Faceted results (to include all EthicShare data)• Link to full-text through your OpenURL resolver• 500K records (diverse sourcing)
• Save, organize, export citations
• Contribute content to the database• Find information about upcoming events,
deadlines, news, etc...
EthicShare Site Functionality EthicShare Site Functionality –
Personal and Group• Review your online activity
• Search history• Recently viewed citations• Make lists, recommendations
• Tag citations – personal and community
• Join or create groups • private or public• to share citations, discuss ideas, upload files, and work collaboratively
• User Directory and Profiles
My
Ethi
cSha
re –
M
y Et
hicS
hare
– P
erso
nal V
iew
Intelligent Linking
Group Posting
Tagging
Link Resolver RegistryLink Resolver Registry
Intelligent Linking ServiceIntelligent Linking Service• Link Resolution – delivering an OpenURL linking
service in a multi-institutional context, which allows users from any institution with a link resolver to access the full text of a resources (if their institution provides access to that resource).
Visitors from over 900 institutions
Groups I belong to
Privacy SettingEthi
cSha
re G
roup
sEt
hicS
hare
Gro
ups
Usage Pattern Matching Usage Pattern Matching – – “Recommendations”“Recommendations”
Community-tailored ServicesData Aggregation for Discovery
Aggregation and Service Architecture
Automated ETL ProcessAutomated ETL Process
Drupal Modules used in EthicShareDrupal Modules used in EthicShare
Drupal – “Community Plumbing”Drupal – “Community Plumbing”
Engage and Evaluate - Iterative DesignBeta Testing - Feedback Loops
Iterative Usability AnalysesIterative Usability Analyses
Adoption Evidence• Account Creation– open to all – the site is designed
to enable collaboration between all scholars regardless of affiliation, but account creation is not restricted
Technology Adoption
Source: Sociological model developed by Joe M. Bohlen, George M. Beal and Everett M. Rogers, later modified by Geoffrey Moore.
UNIVERSITY OF MINNESOTA
Motivating Community Contribution Collective Effort Modelo People will contribute more if:
They believe their effort is important to the group
They like the group
Smaller is Bettero Slovic, Fischhoff, & Lichtenstein,
1980o People feel greater concern when
the reference group they’re part of grows smaller.
Specificity Matterso Small & Loewenstein, 2003o Specific identity of those helped is
important in drawing people’s support.
Publishing, Access, and Dissemination:• Capture of community’s fugitive content; user submissions• Gray literature contributions• Digital collections (OAI-harvests), video/audio, art objects• Curricular Materials/ Learning Objects
Site Features:• Recommenders • Bioethics policy development support
Five-Year Sustainability Plan
Release the VRC Technology Stack and Development Model
EthicShare … the futureEthicShare … the future
?ScholarImagesVideoBooksNewsDataKnolWhat’s next…
Future EthicShare Architecture?Data Aggregation
for DiscoveryCommunity-tailored Services
Governance & SustainabilityGovernance & Sustainability
Who “owns,” builds, runs, and sustains a VC?
Producers
• Sponsors• Mellon Found., NSF, CLIR• Univ. Libraries
•Development Team• tech. (lib.)• content (lib.)• research (CSci)• domain (ethics)
• Partners• OCLC• NLM
Consumers / Community
• EthicShare User Base
• Professional Societies
• User Advisory Panel• faculty and graduate stud.
• EthicShare Users• large-scale feedback
Governance• Principal Investigators – Lib Director, CSci Professor, Ethics Director• Governance Board
• Senior Fac./ Center Dir. from 6 U.S. ethics research centers.
Sustainability – Economic FrameworkEconomically sustainable academic resources
require:
Recognition of benefits Incentives for decision-makers to act Selection Efficiency Appropriate organization and governance
-- Brian Lavoie (Blue Ribbon Task Force on Sustainable Digital Preservation and Access)
Library Role in Virtual Library Role in Virtual CommunitiesCommunities
Functional Roles“Communities of practice” assessment and
effective research environment design Content selection and accessPreservation of community assetsTool development, calibration, and integrationCatalyst for collaboration
VC Critical Success FactorsVC Critical Success FactorsDiscipline/field focused
Sustained
Multi-institutional, global (hopefully)
Adoption via value impact
Community contribution/investment◦ Intellectual◦ Collegial
Sustainable Model◦ Governance◦ Economic◦ Technology
Partnerships
Builds / leverages scholarly collaboration and exchange
Scale of everything◦ network effect◦ data leveraging potentials
Virtual Communities: Virtual Communities: Catalysts for Advancing Catalysts for Advancing
ScholarshipScholarship
Module 7: Libraries and Collaborative Research CommunitiesDigital Libraries à la Carte 2009
John Butler <[email protected]>Associate University Librarian for Information Technology
University of Minnesota, USA