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Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research [email protected] CNI Fall 2005 Task Force Meeting Phoenix, Arizona 5-6 December 2005

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Page 1: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Integrating Wiki Functions into OCLC Services

Jeffrey A. YoungOCLC Office of [email protected]

CNI Fall 2005 Task Force MeetingPhoenix, Arizona5-6 December 2005

Page 2: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Context

The web is evolving beyond the creation and publication of information toward services that enable communication and personal expression• Wikis• Blogs• Podcasts• Flickr• Amazon• Netflix

There are benefits to doing this in an open and interoperable way (standards and protocols)

Page 3: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Strategic fit

With Open WorldCat we can expand the OCLC cooperative to enable anyone to contribute:• Individual opinions (ratings and reviews)• Communal facts (tables of content and notes)

Other collaborative opportunities:• Pathfinders/reading lists• Terminology services• Bibliographies…

Supports Corporate Objective 2: Deliver OCLC products and services at the point of need• OCLC as the first resource rather than the last resort

Page 4: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

OCLC Cataloging Services

OCLC Discovery Services

OCLC Collection Analysis Services

Embedded in OCLC Services

OCLC User-Contributed Content ServiceStand-aloneService

Library OPAC/Circ System

Amazon

PsychBooks

Embedded in 3rd party services

WikiD(An OSS J2EE

webapp)

Accessedvia

Wiki URLOpenURLSRW/UOAIRSS

Page 5: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 6: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 7: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Pilot project

Phase 1: October-December• Users can add and edit reviews associated with WorldCat records through Open WorldCat

• User can add and edit descriptive content through Open WorldCat

• Users will have to register to add or edit content

Phase 2: November-June• Functionality available in Open WorldCat will be added to WorldCat records through FirstSearch and possibly other OCLC Services

Page 8: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Purpose of the pilot

Assess the quantity and quality of contributed content

Profile contributors to determine who they are, why they are using this, etc.

Evaluate the use of the content (click through rates, return visits, repeat contributions, etc.)

Elicit ideas from users about how to expand the project

Page 9: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Contributions per month

ClosingDate All Content Notes TOC Reviews

Oct-05 250 51 90 109

Nov-05 255 43 109 103

Dec-04 537 98 209 230

TOTALS 1042 192 408 442

Page 10: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Middleware: WikiD overview

Ward Cunningham describes a wiki as "the simplest online database that could possibly work".

The cost of this simplicity is that wikis are generally limited to a single collection containing a single kind of record (viz. Wiki Markup Language records).

WikiD (Wiki/Data) extends the wiki model to support multiple collections containing arbitrary schemas of XML records with minimal additional complexity.

Page 11: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Extending wiki’s utility

Wiki: supported markup:

• wikitext supported outputs:

• HTML, wikitext page editing:

• a single text block searches:

• full text searching collections managed:

• one per wiki

WikiD: supported markup:

• any XML Schema (wikitext, MARC, METS…)

supported outputs (via XSLT)• any XML Schema

page editing:• a single text block,

or,• field level

searches:• full text searching• fielded searching

collections managed:• one/multiple per WikiD

Page 12: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

History: Using the OAI-PMH… Differently

OAI + XSL + content + “extension verbs” Used OAI-PMH as an interactive web service The addition of an XSL Stylesheet reference in OAI

responses provided a human interface without disrupting its intended purpose of automated harvesting

Dare to store XML content in the OAI record’s <metadata> element

Sharp criticism for daring to add OAI “extension verbs”• Extract <metadata> content from OAI GetRecord• Perform HTTP redirect to dc:identifier in oai_dc record

OpenURL Spec Registry: http://www.openurl.info/registry/

“info” URI Registry: http://info-uri.info/

Page 13: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Extensible Repository Resource Locators(ERRoLs) Decouple “extension verbs” from the OAI mechanism Extend principles to any repository registered at UIUC One way to think about ERRoLs is as a resolver for OAI

repository and item identifiers, with various resolution targets (using rule-based URL construction)• http://errol.oclc.org/orpubs.oclc.org.html• HTML renderings of OAI verbs• Raw <metadata> extraction and crosswalks• Content dereferencing

Extensible services, protocols, and XSL Stylesheets• RSS• OpenURL 0.1 API

Customized via OAI Identify <description> elements• SRW/U

Page 14: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Limitations of ERRoLs

ERRoL pushed the boundaries of OAI’s harvesting mandate

The ERRoL URL encoding rules were non-standard• http://errol.oclc.org/orpubs.oclc.org.rss

Many OAI repositories were too slow and/or unreliable I was the only one exploiting ERRoL to its full

potential I was requested to update from OpenURL 0.1 to 1.0 Every OAI repository I operated was configured

differently I needed a way to update my repositories online Coincidentally, I was playing with a wiki around this

time and was disappointed with its performance and features

Page 15: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Synthesis of available solutions

Instead of transforming OpenURL requests into ERRoL requests, I could flip it and use OpenURL as my core infrastructure.

I could merge my OAI repositories into a single version-controlled database divided into “Collections”• Each collection can have its own native metadataFormat• XSL Stylesheets provide the user interfaces and crosswalks

Use SRW/U as the database API The SRW community developed an Update web service protocol

• I developed WebEdit to bridge the gap between HTML forms and the XML-based Update service

This gave me everything I needed to create a wiki-style application to manage multiple collections of structured datasets• Conventional wiki capabilities could be contained in a

single collection within the general model• The conventional wiki collection could serve as a user

interface for the creation and maintenance of the various collections

Page 16: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

PearsDB

Engine

Filesystem

SRW/U Update

WikiD

OpenURL1.0

WebEdit

Servlets and data flows

Page 17: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

OpenURL 1.0

Most people continue to think in terms of OpenURL 0.1:• Deliver the “appropriate copy” of a “journal article”

OpenURL 1.0 abstracts the 0.1 function:• Supply the “appropriate service” related to an “identifiable resource”

• The words “appropriate”, “service”, “identifiable” and “resource” are left to the imagination of developers

OpenURL 0.1 is thus an “application” of OpenURL 1.0 WikiD is another example of an OpenURL 1.0 application:

• “identifiable resource” can be anything (but typically refers to internal collection items) and “appropriate service” can mean anything (but typically refers to wiki-style functions)

Page 18: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 19: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Support for multiple collections

CollectionWikiPages is the primary bootstrap collection and gives WikiD its out-of-the-box wiki functionality

• Consider that many conventional wiki implementations treat certain types of WikiNames as special (e.g. WikiNames that begin with the word “Category”)

• In the same spirit, CollectionWikiPages treats WikiNames that start with the word “Collection” as special

• This special class of WikiNames allows users to create, reference, and manipulate collections in much the same way they would create and reference wiki pages.

Page 20: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 21: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 22: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 23: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 24: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 25: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 26: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 27: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 28: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona
Page 29: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Summary

OCLC contributed content pilot project• Extends the cataloging cooperative and creates a

social platform for members libraries and their patrons

• Pilot in Open WorldCat/FirstSearch (fall 2005)• If the pilot is successful, by December 2005 we’ll

develop a business case for a complete service based on user contributed content

WikiD research project• Allow non-programmers to quickly and easily create

new user-contributed collections of structured data through its “wiki” interface

• Supports a variety of standards-based protocols to enable stand-alone use or integration into other systems

• Supports custom displays and services at the collection and item levels

• Demonstrates the efficacy of OpenURL 1.0 beyond the “appropriate copy problem”

Page 30: Integrating Wiki Functions into OCLC Services Jeffrey A. Young OCLC Office of Research jyoung@oclc.org CNI Fall 2005 Task Force Meeting Phoenix, Arizona

Reference Links

Open WorldCat contributed content (example)• http://worldcatlibraries.org/wcpa/oclc/58795737&tab=reviews

WikiD project page• http://www.oclc.org/research/projects/wikid/

WikiD demo• http://alcme.oclc.org/wikid/