June 10-15, 2012 Growing Community; Growing Possibilities Mark Notess, Indiana University David Cliff, Indiana University Jim Eng, University of Michigan

 Background and current context  Demo  Current improvement work for Sakai CLE  Future directions  Discussion 2012 Jasig Sakai Conference2

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 Mellon grant to IU Libraries and University of Michigan: Integrate licensed library content and Sakai  Other participants: UC Berkeley, Johns Hopkins, Northwestern, Stanford, Yale  Citations Helper (Sakai development) ◦ Enables users to search and retrieve citations and make stable URLs to content with Sakai ◦ Uses library metasearch tools, Google Scholar, RIS import, and/or manual adding of citations ◦ Embedded within the Resources tool ◦ Metasearch also available from rich text editor 2012 Jasig Sakai Conference4

Uses an open URL resolver to provide a stable URL. E.g., for Notess, Mark; Kouper, Inna; and Swan, Maggie B. (2005). “Designing effective tasks for digital library user tests: lessons learned.” OCLC Systems & Services, 21(4), pp Open URL: &url_ctx_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Actx&rft_val_ fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Ajournal&rft.genre=article& rft.aulast=Notess&rft.aufirst=Mark&rft.au=Kouper%2C+Inna&rft.au= Swan%2C+Maggie+B.&rft.atitle=Designing+effective+tasks+for+dig ital+library+user+tests%3A+lessons+learned.&rft.jtitle=OCLC+Syst ems+%26+Services&rft.date=2005&rft.volume=21&rft.issue=4&rft.s page=300&rft.pages= &rft.issn= X 2012 Jasig Sakai Conference5

 Libraries moving away from federated search products to discovery systems such as EBSCO Discovery Service, ExLibris Primo or Serials Solutions Summon.  New Google Scholar interface does not support “add to Sakai” functionality.  Sakai rich-text editor is changing.  Citations helper as it exists today isn’t much used.  Third-party citation tools such as Zotero and Mendeley are becoming more sophisticated Jasig Sakai Conference6

 “Libraries & Sakai 3” multi-institutional user research study, Report available:  Oxford’s Sir Louie project integrates Primo and updates OpenURL support to 1.0  Michigan integrates Summon 2012 Jasig Sakai Conference7

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For Sakai CLE 2012 Jasig Sakai Conference9

Fixing long standing bugs Cleaning up JIRA tickets, to allow for better clarity and direction moving forward Improving compatibility with EndNote Making the most of the Open Source community and its resources

 While not glamorous, a reorganization and clarification of several outstanding tickets showed the importance of several key issues that Citations Helper faced.  This being completed has allowed for greater focus on the more important issues facing the Citations Helper in the near future. ◦ SAK SAK and SAK have been edited to reflect the fact that they are duplications of an existing (and fixed) bug, SAK

 Already completed  SAK – First citation of list not imported  SAK – Date Field disappearance  SAK – Swedish internationalization update  Planned in the immediate future ◦ SAK – Data split over multiple line feature ◦ SAK – The patch supplied in this issue greatly improves the Importation process. However, to be completed, a conversion script must be written, to allow for earlier Sakai versions to take advantage of the solution provided.

 Framework for multi-institutional testing put in place last fall  Opportunity for community involvement, both in the testing and coordination of the testing & response: Jasig Sakai Conference13

 While the Citations Helper has made good progress in its ability to import information, there is still some greater work required to cover all Citation types, and to implement the varying aspects of the file format specification. ◦ For example, the ability to split values over multiple lines needs to be supported, and once implemented, tested to ensure no regression on quality or progress.

 The EndNote compatibility can be improved by observing the information gathered by such projects as Zotero, who have already invested resources and time tackling the complexities Citations Helper faces.  Improvements made to Citations Helper may be able to serve the community better if they were done in a Java library that others can readily re-use, and improve on collectively. This minor abstraction would also allow for better compatibility testing in the future.

 Default editor has been FCK Editor ◦ A JavaScript plug-in was developed to insert citations into documents produced in the editor ◦ The existing plug-in supports discovery of citations through library search only  Default editor is CK Editor in Sakai 2.9 ◦ We will need a complete rewrite of the plug-in for CK editor ◦ We should take a step back and think about how it should work ◦ Where do citations come from – existing citations lists, library search, import, all-of-the-above? -- Who will do this work? Any volunteers? 2012 Jasig Sakai Conference16

 In the Resources tool, users can create a Citations List (as demonstrated earlier)  Due to changes in the context and available technologies, work is needed in the Citations Helper  Again, some rethinking is in order  Without major reworking, the Citations Helper could become much more usable and useful 2012 Jasig Sakai Conference17

Current Flow

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2012 Jasig Sakai Conference22 Citations Helper is launched from Resources Tool but the views and actions are different. Too many confirmations required. Operations seem out of order.

Menu bar Actions on ‘selected’ items Sorting by Column headers Pulldown menu for actions on individual list items Some standard design features in Sakai 2.x

Metadata on the citation list as a whole, currently presented after ‘continue …’ towards the end of the flow Allow editing the Citation list name at the beginning rather than at the end Make this item ‘Create Citation List’ for consistency Add Citations from MLibrary ArticlesPlus Google Scholar Manually Create Import Citation List Name: New Citation List Access and Availability (time and date)

Export to CTools

At this point Citations have been added to Sakai. Allow deletion here because some citations may not contain enough metadata/info to be useful ( ) Add More Citations Done Close preview, do not add these citations To list (i.e., delete them), Close window and user is back in ArticlesPlus Close preview, user is left back in ArticlesPlus window to do a new search Reformat this preview page to be similar to the presentation of the citation list when opened from Resources Cancel

Another use of pulldown menu for actions on individual list items

Add Citations from MLibrary ArticlesPlus Google Scholar Manually Create Import Citation List Name: War of 1812 citations First Author Published Year Blaine Taylor 2012 Hurlburt, WH Export Selected | Export All | Remove Selected | Remove All View Edit GetIt Remove Sort choice persists for a particular citation list? (there is a ‘save sort’ button currently) Save Preview

Add Citatio ns Cancel Proposed Revised Flow SAK-22083

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CLE and OAE 2012 Jasig Sakai Conference34

 Citations are fundamental elements of academic life ◦ Contain basic metadata about academic work ◦ Provide direct links to sources of information  Citations should be recognized as first-class entities in the LMS/CMS  Citations in the LMS/CMS should encapsulate the metadata needed to describe a resource fully and the links needed to access it (when possible)  People need to be able to copy citations and paste citations 2012 Jasig Sakai Conference35

 People need to be able to bring citations into the LMS/CMS and embed them anywhere they want to, including: ◦ Reading lists ◦ Syllabuses ◦ Assignments and assignment submissions ◦ etc.  People need easy movement back and forth between LMS/CMS and other places they use citations (e.g. Library Search, Zotero, RefWorks, EndNote, Google Scholar) 2012 Jasig Sakai Conference36

 Goal should be to piggy-back on existing tools and support their integration into the LMS/CMS  One possible approach: Write an external LTI- friendly webapp that “wraps” an external citations manager like Zotero or RefWorks (as well as library search capabilities) and supports copying or pasting well-formatted citations from there ◦ This would allow people to access existing citations or find new citations from within the LMS/CMS ◦ They might import citations or copy-paste them ◦ Using LTI would allow use of this capability in CLE, OAE and other CMSes ◦ WYSIWYG plugin to support pasting full citations 2012 Jasig Sakai Conference37

 Hathi Trust plugin for CK Editor (in progress, Michigan)  Open Educational Resources (OER) discovery (proposed)  Integrate online video/audio collections into CMS (Indiana, IMLS funded project)  LTI app to add a targeted Subject Research Guides to a course site in Sakai (in progress, Michigan)  Library help - chat widget 2012 Jasig Sakai Conference38

 Background on original “Sakaibrary” project:  More recent “Sakai3”/Library integration work:  to or sakai Jasig Sakai Conference39

And ways to get involved 2012 Jasig Sakai Conference40