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Supporting Digital Initiatives:
Librarian and Faculty
Collaboration Matters!
Kelli Babcock, Special Projects Librarian, UTSC Library
kbabcock@utsc.utoronto.ca - @kelllib
Leslie Chan, Senior Lecturer, UTSC Intl Development Studies
chan@utsc.utoronto.ca - @lesliekwchan
What is Bioline?
What is Bioline?
What is Bioline?
PDF
HTML
XML
Species
2000
DSMZ
HTML
Full Paper
Repository
XML
Config
Files
Abstracts
Repository
(XML)
OAI
PMH
OAI
PMH
OAI
PMH
OAI
PMH
OAI
PMH
PDF
Full Paper
Repository
Aux Files
(XML/HTML)
Controler
Database
Species Names
Database
Abstracts
Database
OAI
Harvester
OAI
Harvester
OAI
Harvester
OAI
Harvester
OAI
Harvester
HTML
HTML
HTML
HTML
abstract
journals
homepage
fullpaper
HTML
HTML
PDF fullpaper
Bioline
International
Website
CRIA
Website
U of T
Digital
Repository
UT
Document
tagging and
formatting
SPARC is launched by ARL
Bioline International is launched
Bioline is operated by CRIA and EPT (UK)
UofT Libraries assumes the role of EPT
Leslie Chan is Director of Bioline; office is located in UTSC Department
of Social Sciences
1998
1993
1993-2000
2000
2000-now
Bioline develops a community support business model2008
UTSC Library’s DSU commits resources to Bioline2012
Kelli joins Bioline in April and collaborates with Leslie on the project2012-now
Budapest Open Access Initiative launched2002
Brief History of Bioline
Bioline and the DSU
Bioline
Digital
Scholarship
Unit
Scope and Goals of Our
Collaboration
April 2012 Sept. 2012
GOAL 1:
Document
Bioline’s work-
flow
GOAL 2:
Research data
conversion and
software
possibilities
GOAL 3:
Improve training
to work-study
students
GOAL 4:
Improve
interoperability
GOAL 5:
Evaluate
relationships
with journals
TRIAL PHASE
What We Did
BEFORE APRIL 2012 STEPS RESULTS
• No work-flow
documentation
• Needed more
administrative
oversight and
management
• Documented work-
flow and task
timelines (RescueTime:
https://www.rescuetime.c
om/)
• Implemented
administrative and
management tools
• Identified time-
consuming work-
flow steps
• Streamlined content
ingest and output
work-flow
• Administrative and
management tools
improved efficiency
of day-to-day tasks
GOAL 1:
Document
Bioline’s work-
flow
New journal
issues are
published,
electronic files
are created
Links to .JPEG images for each article are added &
checked. XML abstract files are created, HTML is cross
checked with printed copy or PDF of original, links
Original electronic (or scanned)
files are converted to HTML.
Standard formatting is applied,
copyright & journal information is
added to each file.
ARTICLE CONVERSION
Tables, equations, photos and
figures from each article are
made into .JPEG images for
easily linking & retrieval from
HTML documents.
IMAGE CONVERSION
FINAL TOUCHES & CHECKING FOR ACCURACY
Bioline staff contact
publishers, gather & organize
electronic files from the publisher
directly via email, through postal
mail, download from journal
websites or scan
FILE GATHERING & ORGANIZING
Completed journal issues are
uploaded to the CRIA server in
Brazil, checked for accuracy and
publishers & users are notified
of the new issue online.
UPLOAD & CHECK
PDF versions of journal articles
are deposited to the Bioline
EPrints server. All related files
are archived by Bioline staff on
CD-Rom for safe keeping.
EPrints & File Archiving
BEFORE: BIOLINE INTERNATIONAL JOURNAL CONVERSION PROCESS
New journal
issues are
published, elect
ronic files are
created and
sent to Bioline
AFTER: BIOLINE INTERNATIONAL JOURNAL CONVERSION PROCESS
XML files are checked for accuracy
Work-study students create
XML files for each PDF article
according to new Bioline
metadata template.
METADATA IS APPLIED
FINAL TOUCHES & CHECKING FOR ACCURACY
Bioline staff organize electronic files
from the publisher directly via email
FILE GATHERING & ORGANIZING
Completed journal issues are
uploaded to the CRIA server in
Brazil, checked for accuracy and
publishers & users are notified
of the new issue online.
UPLOAD & CHECK PDF versions of journal articles
are backed up on external hard-
drive and on the CRIA server.
FILE BACK-UPS
What We Did
BEFORE APRIL 2012 STEPS RESULTS
• Leslie conducted
preliminary
automation research
• Research:
Annotum
PDF to HTML
converters
Dspace
Open Journal
System
• Needed to work
with what we
already had…
GOAL 2:
Research data
conversion and
software
possibilities
Bioline Submission Form
GOAL 2:
Research data
conversion and
software
possibilities
Bioline Submission Form
What We Did
BEFORE APRIL 2012 STEPS RESULTS
• Work-study students
trained individually
by previous Project
Coordinator
• Used work-flow
documentation to
create a Work-Study
Manual
• Students have
improved
understanding of
Bioline system; basic
HTML and XML
concepts
• Students are free to
help with other
Bioline tasks.
GOAL 3:
Improve training
to work-study
students
Social Media Impact
GOAL 3:
Improve training
to work-study
students
© 2013 Google
Rows 1 ­ 10 of 34
1.  Facebook 603 31.77%
2.  Douban 431 22.71%
3.  Blogger 212 11.17%
4.  Yahoo! Answers 202 10.64%
5.  ResearchGate 125 6.59%
6.  Renren 95 5.01%
7.  WordPress 65 3.42%
8.  Naver 29 1.53%
9.  Twitter 29 1.53%
10.  LiveJournal 27 1.42%
February 2013 March 2013 April 2013
300300
 All Visits
February 2013 March 2013 April 2013
70,00070,000
140,000140,000
Social Network Visits Visits Contribution to total:  Visits
31.8%
5%
6.6%
10.6%
11.2%
22.7%
What We Did:
BEFORE APRIL 2012 STEPS RESULTS
• Tspace had stopped
harvesting Bioline
records
• Leslie interested in
interoperability with
PubMed through
National Library of
Medicine DTD
• Manage
communications
with partner
repositories
• Develop crosswalk
from Bioline Legacy
Metadata to NLM
Journal Publishing
Tag Set DTD
• Tspace will resume
harvesting Bioline
records Summer
2013
• Bioline records
harvested by EBSCO
Discovery Service
• XSLT options
GOAL 4:
Improve
interoperability
What We Did:
BEFORE APRIL 2012 STEPS RESULTS
• Lapsed contact with
a number of journals
(no longer
submitting files but
were still processing
their records)
• Created “journal
contacts list”
• Sent updates
• Responded in a
timely manner
• Journals are more
responsive and
engaged
• Eliminated inactive
journals
• Eliminated back-log
• Time to look at new
journal applications!
GOAL 5:
Evaluate
relationships
with journals
Future Planning
• Develop XSLT interoperability options and continue
collaborating with Tspace and EBSCO
• Add new journals to Bioline
• Improve reach of social media and blog
• Implement member engagement strategies
• Continue to research open access developments and
systems to continuously improve Bioline
Lessons Learned
Faculty/Librarian collaboration on digital initiative projects
• Can improve project management
• Can improve project preservation
• Can improve project reach (i.e. making project more
interoperable)
• Can build the skills and knowledge of librarians by putting
theory into practice
• Can identify the realistic resources needed to sustain digital
initiatives
Determining The Sustainability
of Collaboration
“There are two critical elements to designing an effective
sustainability model for an infrastructure service offered
on a free-to-the user basis: 1) inducing potential
participants to reveal their demand for the service, and 2)
getting organizations to contribute voluntarily to its
provision.“
• From SPARC’s Sustainability of Open Access Services
(2013), p. 16.
Faculty/Librarian Collaboration:
Sustainability as Priority
“Deferring sustainability planning can: reduce leverage in
coordinating participation; inflate operating costs;
underestimate costs”
• From SPARC’s Sustainability of Open Access Services
(2013), p. 9.
Thank you!
• Questions?
• Recommendations for sustainable faculty/librarian
collaboration?
Follow Bioline!
https://twitter.com/biolineintl
(@biolineintl)https://www.facebook.com/BiolineInternati
onal

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TRY 2013-05-07 presentation - final

  • 1. Supporting Digital Initiatives: Librarian and Faculty Collaboration Matters! Kelli Babcock, Special Projects Librarian, UTSC Library kbabcock@utsc.utoronto.ca - @kelllib Leslie Chan, Senior Lecturer, UTSC Intl Development Studies chan@utsc.utoronto.ca - @lesliekwchan
  • 5. PDF HTML XML Species 2000 DSMZ HTML Full Paper Repository XML Config Files Abstracts Repository (XML) OAI PMH OAI PMH OAI PMH OAI PMH OAI PMH PDF Full Paper Repository Aux Files (XML/HTML) Controler Database Species Names Database Abstracts Database OAI Harvester OAI Harvester OAI Harvester OAI Harvester OAI Harvester HTML HTML HTML HTML abstract journals homepage fullpaper HTML HTML PDF fullpaper Bioline International Website CRIA Website U of T Digital Repository UT Document tagging and formatting
  • 6. SPARC is launched by ARL Bioline International is launched Bioline is operated by CRIA and EPT (UK) UofT Libraries assumes the role of EPT Leslie Chan is Director of Bioline; office is located in UTSC Department of Social Sciences 1998 1993 1993-2000 2000 2000-now Bioline develops a community support business model2008 UTSC Library’s DSU commits resources to Bioline2012 Kelli joins Bioline in April and collaborates with Leslie on the project2012-now Budapest Open Access Initiative launched2002 Brief History of Bioline
  • 7. Bioline and the DSU Bioline Digital Scholarship Unit
  • 8. Scope and Goals of Our Collaboration April 2012 Sept. 2012 GOAL 1: Document Bioline’s work- flow GOAL 2: Research data conversion and software possibilities GOAL 3: Improve training to work-study students GOAL 4: Improve interoperability GOAL 5: Evaluate relationships with journals TRIAL PHASE
  • 9. What We Did BEFORE APRIL 2012 STEPS RESULTS • No work-flow documentation • Needed more administrative oversight and management • Documented work- flow and task timelines (RescueTime: https://www.rescuetime.c om/) • Implemented administrative and management tools • Identified time- consuming work- flow steps • Streamlined content ingest and output work-flow • Administrative and management tools improved efficiency of day-to-day tasks GOAL 1: Document Bioline’s work- flow
  • 10. New journal issues are published, electronic files are created Links to .JPEG images for each article are added & checked. XML abstract files are created, HTML is cross checked with printed copy or PDF of original, links Original electronic (or scanned) files are converted to HTML. Standard formatting is applied, copyright & journal information is added to each file. ARTICLE CONVERSION Tables, equations, photos and figures from each article are made into .JPEG images for easily linking & retrieval from HTML documents. IMAGE CONVERSION FINAL TOUCHES & CHECKING FOR ACCURACY Bioline staff contact publishers, gather & organize electronic files from the publisher directly via email, through postal mail, download from journal websites or scan FILE GATHERING & ORGANIZING Completed journal issues are uploaded to the CRIA server in Brazil, checked for accuracy and publishers & users are notified of the new issue online. UPLOAD & CHECK PDF versions of journal articles are deposited to the Bioline EPrints server. All related files are archived by Bioline staff on CD-Rom for safe keeping. EPrints & File Archiving BEFORE: BIOLINE INTERNATIONAL JOURNAL CONVERSION PROCESS
  • 11. New journal issues are published, elect ronic files are created and sent to Bioline AFTER: BIOLINE INTERNATIONAL JOURNAL CONVERSION PROCESS XML files are checked for accuracy Work-study students create XML files for each PDF article according to new Bioline metadata template. METADATA IS APPLIED FINAL TOUCHES & CHECKING FOR ACCURACY Bioline staff organize electronic files from the publisher directly via email FILE GATHERING & ORGANIZING Completed journal issues are uploaded to the CRIA server in Brazil, checked for accuracy and publishers & users are notified of the new issue online. UPLOAD & CHECK PDF versions of journal articles are backed up on external hard- drive and on the CRIA server. FILE BACK-UPS
  • 12. What We Did BEFORE APRIL 2012 STEPS RESULTS • Leslie conducted preliminary automation research • Research: Annotum PDF to HTML converters Dspace Open Journal System • Needed to work with what we already had… GOAL 2: Research data conversion and software possibilities
  • 13. Bioline Submission Form GOAL 2: Research data conversion and software possibilities
  • 15. What We Did BEFORE APRIL 2012 STEPS RESULTS • Work-study students trained individually by previous Project Coordinator • Used work-flow documentation to create a Work-Study Manual • Students have improved understanding of Bioline system; basic HTML and XML concepts • Students are free to help with other Bioline tasks. GOAL 3: Improve training to work-study students
  • 16. Social Media Impact GOAL 3: Improve training to work-study students © 2013 Google Rows 1 ­ 10 of 34 1.  Facebook 603 31.77% 2.  Douban 431 22.71% 3.  Blogger 212 11.17% 4.  Yahoo! Answers 202 10.64% 5.  ResearchGate 125 6.59% 6.  Renren 95 5.01% 7.  WordPress 65 3.42% 8.  Naver 29 1.53% 9.  Twitter 29 1.53% 10.  LiveJournal 27 1.42% February 2013 March 2013 April 2013 300300  All Visits February 2013 March 2013 April 2013 70,00070,000 140,000140,000 Social Network Visits Visits Contribution to total:  Visits 31.8% 5% 6.6% 10.6% 11.2% 22.7%
  • 17. What We Did: BEFORE APRIL 2012 STEPS RESULTS • Tspace had stopped harvesting Bioline records • Leslie interested in interoperability with PubMed through National Library of Medicine DTD • Manage communications with partner repositories • Develop crosswalk from Bioline Legacy Metadata to NLM Journal Publishing Tag Set DTD • Tspace will resume harvesting Bioline records Summer 2013 • Bioline records harvested by EBSCO Discovery Service • XSLT options GOAL 4: Improve interoperability
  • 18. What We Did: BEFORE APRIL 2012 STEPS RESULTS • Lapsed contact with a number of journals (no longer submitting files but were still processing their records) • Created “journal contacts list” • Sent updates • Responded in a timely manner • Journals are more responsive and engaged • Eliminated inactive journals • Eliminated back-log • Time to look at new journal applications! GOAL 5: Evaluate relationships with journals
  • 19. Future Planning • Develop XSLT interoperability options and continue collaborating with Tspace and EBSCO • Add new journals to Bioline • Improve reach of social media and blog • Implement member engagement strategies • Continue to research open access developments and systems to continuously improve Bioline
  • 20. Lessons Learned Faculty/Librarian collaboration on digital initiative projects • Can improve project management • Can improve project preservation • Can improve project reach (i.e. making project more interoperable) • Can build the skills and knowledge of librarians by putting theory into practice • Can identify the realistic resources needed to sustain digital initiatives
  • 21. Determining The Sustainability of Collaboration “There are two critical elements to designing an effective sustainability model for an infrastructure service offered on a free-to-the user basis: 1) inducing potential participants to reveal their demand for the service, and 2) getting organizations to contribute voluntarily to its provision.“ • From SPARC’s Sustainability of Open Access Services (2013), p. 16.
  • 22. Faculty/Librarian Collaboration: Sustainability as Priority “Deferring sustainability planning can: reduce leverage in coordinating participation; inflate operating costs; underestimate costs” • From SPARC’s Sustainability of Open Access Services (2013), p. 9.
  • 23. Thank you! • Questions? • Recommendations for sustainable faculty/librarian collaboration? Follow Bioline! https://twitter.com/biolineintl (@biolineintl)https://www.facebook.com/BiolineInternati onal