Download - Pete Boguszewski Stephen Meyer
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R & D for Libraries
Pete Boguszewski
Stephen Meyer
Library Technology Group
UW-Madison Libraries
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What is this about?
• Who? libraries
• What? delivering first rate services
• When? the sooner the better
• Where? at home (I mean, work)
• Why? we can always do better
• How? w/ agility and creativity
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Who?
Yes, you.You control the Information Age.
Welcome to your world.
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Who?
Yes, you.You control your library’s data.
Welcome to your world.
Librarian
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What?
Researching and developing better systems and services in libraries.
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When?
Now
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Where?
Right where you are.
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Why?
(Google is just not afraid to admit it.)
Because no one quite has it figured out yet.
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What?(cont’d)
A paradigm change:
Embrace the beta!Main Entry: 1be·ta
...
4 : a nearly complete prototype of a product (as software) <released in beta> <the beta version>
(source: http://www.m-w.com/dictionary/beta)
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Why release an unfinished product?
We don’t know yet what we don’t know.
(But neither do our users.)
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How?
Research & Development
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A Web 2.0 darling: Netflix
• Site update schedule: 2 weeks
• They know the benefits of failing fast
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Failing Fast
Ironically, teams that fail fast improve as fast, if not faster, than those who try to get it right the first time. The reason is simple: Teams trying to get it right the first time fail as often as everyone else does.
source: http://www.uie.com/articles/fast_iterations/
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Agility
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Warning
• R&D can be a dangerous enterprisean organization must have clear goals
• venturing into development requires focus
– solve only known problems
– solve problems that are important
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• What is the problem I am trying to solve?
• Do the tools exist to take on this project?
• Do the staff exist to take on this project?
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What if I fail?
• What can I learn from the experience upon failure?
• What can I learn from the experience if the product or service does not materialize?
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Library Tech Group
Overview
*Infrastructure*
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The Library Tech Group’s Infrastructure
Virtualization
Security
= Ability to move fast
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Virtualization on Vmware
It is truly magic
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Server Setup is Time Consuming
Virtual servers can be cloned quickly
We setup servers with specific software sets, patch them, test results for
consistency
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Why do we care at all?
It is really cool
Allow us to be able to look at multiple products and/or applications at once
– We can easily create servers to host products that have different needs simultaneously
– Easily compare functionality, look and feel
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Cloning (of servers) is good
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Last bit on virtualization
Virtualized servers allow us to take a snapshot of the environment before doing
development
Can quickly revert to a moment in time if development goes bad
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Virtual Environment
Now we have our server environment
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Security
Integral part of development
Never replaces good programming practices or proper development techniques
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Web Environment
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Security helps development
Blocks out malicious users
This locked down environment allows us to put applications up quickly
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Library Tech Group Helpdesk
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Project Background
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Ticket System Research
Web Search
Ask other institutions
Read current user opinions
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Ticket System PreparationCommercial Products
• Read documentation
Open Source
• Read documentation
• Research which platform is best suited for application
• Research back-end requirements
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Pick your favorite flavor
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Pick your database
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Ticket System Setup
Open Source• Install according to
documentation– Modify based on your specific
environment
• Clearly document all changes, snags, surprises
Commercial• Install according to
documentation
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Ticket System
Compare all products
Compare Products
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Commercial Products
Advantages
• Easy to install
• Tech support
Disadvantages
• Less flexible because we do not have the source code
• Cost $$$
• Less flexible by design
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Open Source
Advantages
• Constantly changing, fixing bugs
• Ability to modify the source code
• Community enhancements and plug-ins
• Simple, easily changeable interface
Disadvantages
• Constantly changing, fixing bugs
• No direct customer support
• Development is not free…
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What I learned about Open Source
“Free software” is a matter of liberty, not price. To understand the concept, you should think of
“free” as in “free speech”, not as in “free beer”. - Richard Stallman
It can be great in the right situations
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Open source is the big winner
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Ticket System
• Reinstall to get a clean, unmodified starting point
• Implemented but in perpetual beta– Only used inside our office
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Open Source Benefits
– Constantly adding features• Email generated tickets• Web forms• Inventory information
– - Home-grown scripts
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A learning experience
• Time is money - open source is not free but can still be well worth the effort
• Economies of scale- Later projects on Linux benefit from this experience
- Now have expertise in-house
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Make the catalog data work harder
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Inspiration
• The OPAC Sucks
• Libraries don't just collect things, we build collections
– the value of a library lies in its bibliographers, not just its bibliographic info
• A faculty member claimed there is no stack browse
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Why does the OPAC suck?
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(OPAC)
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Who's ever written a great work about the immense effort required in order not to create?
Dostoyevsky Wannabe from the movie Slacker
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(OPAC)
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Leveraging our greatest strengths
• Patrons come to the library because we have the goods
• Without an infinite budget, we collect smartly, rather than indiscriminately
• Bibliographers and collection managers build collections
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There is no online equivalent to browsing the stacks.
source: paraphrase of a faculty comment during question and answer session of a library lecture series
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Actually...there is.
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Gawd, like even my llama knows that.
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Real point of need
vs.
Awkward access to our data
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SaneCat(a mini R&D project)
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Is it possible to build and OPAC-like toy that addresses these issues over the winter intersession?
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Primary challenge
How do I realize the my goals within the construct of a web database application?
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What are the problems I am trying to solve?
• To create an OPAC-like prototype that doesn’t suck
• To showcase library collections not just provide the call number for an individual title
• To approximate the experience of browsing the stacks in 2-D
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Focusing the task at hand
not sucking = vague, fuzzy, dangerous
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Focusing the task at hand(cont’d)
showcasing library collections
how does one bibliographic record stand in relation to others in the collection?
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Focusing the task at hand(cont’d)
browsing the stacks online
When does a patron browse the stacks?
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Which problems are important?
More importantly, which problems are not important?
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How was it built?
A random selection of 72,000 catalog records
• almost 1% of our catalog
• 59,686 after dups and errors were thrown out
• 87,761 unique subjects
• 213,719 subfields within subjects
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How was it built?(cont’d)
With a whole lot of help and guidance.
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Geeky Details(prototyping tools)
• MySQL database
• marc4j libraries (for parsing raw MARC data)
• Java/Tomcat webapp
• Spring application framework
• Hibernate Object Relational Mapping
• jsp with jstl tag libraries
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techie design goals
• model relationships among bib records
(bibliographers build collections)
• provide access to data at point of need
(faculty member did not find the access that exists when he needed it)
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What did I learn?
• there are doors to be opened
• there are performance issues to be resolved
• there are data hooks that would need to be addressed– there is no reason to write acq, cat, circ
modules– we need live circ data
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What if ... we never create a SaneCat?
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• we have a mockup that can stand as leverage with vendors
• we have proof that our data can do what we want
• we know that Amazon does not have a monopoly on 'more like this'
• we can lend our tech to vendors so our systems are better
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Where could we take this?
• work out the performance problems
• graph theory and a research map
• begin collecting intentional data
• develop the next gen MARC records: an object-oriented bibl. record
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Why should we do this?
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This is a fantastic tool for simulating something like browsing through the stacks. I have enjoyed playing with it for a few minutes. ...Again, this is a great tool. I look forward to using it extensively in the future. Please let me know if I can help in any other way.
source: faculty member who would like to browse stacks online