uo march2015 talk
TRANSCRIPT
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R E P O S I T O R Y S E R V I C E S : C H A L L E N G E S A N D O P P O R T U N I T I E S
B U I L D I N G A N D S U S TA I N I N G C O M M U N I T Y E N G A G E M E N T A R O U N D
Patricia Hswe | @pmhswe
University of Oregon Libraries | 23 March 2015
Graphic created by Michael Tribone
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W H AT T H E TA L K W I L L C O V E R
• Context: Laying a foundation for repository services (infrastructure)
• How we invested & continue to invest in user engagement
• “ScholarSphere the project” (development)
• “ScholarSphere the service” (production)
• Where we are now — two-and-a-half years later
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B U T, R E A L LY, T H E S U B T E X T I S WAY M O R E I N T E R E S T I N G . . .
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• What is “community”? What community/communities? Who?
• What is “engagement”?
• Operationalizing the above concepts
• Sustainability challenges
B U T, R E A L LY, T H E S U B T E X T I S WAY M O R E I N T E R E S T I N G . . .
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• What is “community”? What community/communities? Who?
• What is “engagement”?
• Operationalizing the above concepts
• Sustainability challenges
• Defining / transforming other concepts, e.g.:
• “Beta release” and evolving a service
• Service/product management
• Digital scholarship
• Collection development
• Liaison librarianship
B U T, R E A L LY, T H E S U B T E X T I S WAY M O R E I N T E R E S T I N G . . .
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M Y C O N T E X T, M Y R O L E S
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M Y C O N T E X T, M Y R O L E S
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M Y C O N T E X T, M Y R O L E S
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D I G I TA L S C H O L A R S H I P -
M Y C O N T E X T, M Y R O L E S
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D I G I TA L S C H O L A R S H I P -• P R O G R A M M I N G
M Y C O N T E X T, M Y R O L E S
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D I G I TA L S C H O L A R S H I P -• P R O G R A M M I N G• S U P P O R T
M Y C O N T E X T, M Y R O L E S
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D I G I TA L S C H O L A R S H I P -• P R O G R A M M I N G• S U P P O R T• S E R V I C E S
M Y C O N T E X T, M Y R O L E S
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D I G I TA L S C H O L A R S H I P -• P R O G R A M M I N G• S U P P O R T• S E R V I C E S• C O L L A B O R AT I O N S
M Y C O N T E X T, M Y R O L E S
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L AY I N G A F O U N D AT I O N F O R R E P O S I T O R Y S E R V I C E S ( I N F R A S T R U C T U R E )
C O N T E X T:
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S C H O L A R S P H E R E T I M E L I N E
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S C H O L A R S P H E R E T I M E L I N E
• 2010
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S C H O L A R S P H E R E T I M E L I N E
• 2010
• Platform review - carried out by new hires in Libraries and ITS (assignment from Content Stewardship Council)
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S C H O L A R S P H E R E T I M E L I N E
• 2010
• Platform review - carried out by new hires in Libraries and ITS (assignment from Content Stewardship Council)
• 2011
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S C H O L A R S P H E R E T I M E L I N E
• 2010
• Platform review - carried out by new hires in Libraries and ITS (assignment from Content Stewardship Council)
• 2011
• Curation Architecture Prototype Services (CAPS) pilot project
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S C H O L A R S P H E R E T I M E L I N E
• 2010
• Platform review - carried out by new hires in Libraries and ITS (assignment from Content Stewardship Council)
• 2011
• Curation Architecture Prototype Services (CAPS) pilot project
• 2011 Open Repositories Conference led to Hydra/Fedora
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S C H O L A R S P H E R E T I M E L I N E
• 2010
• Platform review - carried out by new hires in Libraries and ITS (assignment from Content Stewardship Council)
• 2011
• Curation Architecture Prototype Services (CAPS) pilot project
• 2011 Open Repositories Conference led to Hydra/Fedora
• 2012 - year of ScholarSphere’s release
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S C H O L A R S P H E R E T I M E L I N E
• 2010
• Platform review - carried out by new hires in Libraries and ITS (assignment from Content Stewardship Council)
• 2011
• Curation Architecture Prototype Services (CAPS) pilot project
• 2011 Open Repositories Conference led to Hydra/Fedora
• 2012 - year of ScholarSphere’s release
• Program Sigma (for “services”)
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S C H O L A R S P H E R E T I M E L I N E
• 2010
• Platform review - carried out by new hires in Libraries and ITS (assignment from Content Stewardship Council)
• 2011
• Curation Architecture Prototype Services (CAPS) pilot project
• 2011 Open Repositories Conference led to Hydra/Fedora
• 2012 - year of ScholarSphere’s release
• Program Sigma (for “services”)
• Nine months to a production release
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C O N T E N T
dm
E T D db
D P u b S
O L I V E
“Grain elevators, Caldwell, Idaho (LOC)” by Russell Lee/LOC Public Domain
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Got platforms - uh, silos? In 2010 we had these four.
C O N T E N T
dm
E T D db
D P u b S
O L I V E
“Grain elevators, Caldwell, Idaho (LOC)” by Russell Lee/LOC Public Domain
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Got platforms - uh, silos? In 2010 we had these four.
C O N T E N T
dm
E T D db
D P u b S
O L I V E
“Grain elevators, Caldwell, Idaho (LOC)” by Russell Lee/LOC Public Domain
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P L AT F O R M R E V I E W
2014-04-30 17.09.53 by Nicholas Wang via Flickr CC BY-SA 2.0
At right: Excerpt of rubric used for platform review.
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P L AT F O R M R E V I E W
• User interviews and demos
2014-04-30 17.09.53 by Nicholas Wang via Flickr CC BY-SA 2.0
At right: Excerpt of rubric used for platform review.
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P L AT F O R M R E V I E W
• User interviews and demos
• Developed rubric for platform assessment
2014-04-30 17.09.53 by Nicholas Wang via Flickr CC BY-SA 2.0
At right: Excerpt of rubric used for platform review.
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U S E R E N G A G E M E N TH O W W E I N V E S T E D I N
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
What communities?
Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F FLibrarians & users
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F Technologists & users
Librarians & users
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
Use case and user stories driven
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
Use case and user stories driven
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
Use case and user stories driven
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
Use case and user stories driven
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
Use case and user stories driven
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
[To beaddressed] Use case and
user stories driven
What is “community”? What communities? Who?
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Getting buy-in. Opposite of isolation, vacuum, going it alone.
What is “engagement”?
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“ScholarSphere the Project” (development)
~ Operationalizing community engagement ~
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T E A M M E M B E R S H I P A N D S P O N S O R S
• UL: Digital collections curator, metadata librarian, 20+ stakeholders
• ITS (central IT): Project manager, digital library architect, applications developer (eventually two), dev ops
• Sponsors (why is this important?)
• UL: Associate Dean, Research & Scholarly Communications
• ITS: Senior Director, then Digital Library Technologies
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S TA K E H O L D E R E N G A G E M E N T A C R O S S T H E L I B R A R I E S
• Arts & Humanities
• Architecture & Landscape Architecture
• Cataloging & Metadata Services
• Digitization & Preservation
• Earth & Mineral Sciences
• Education & Behavioral Sciences
• Engineering
• Life Sciences
• Maps Library
• News & Microforms
• Physical & Mathematical Sciences
• Social Sciences
• Special Collections
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O P E R AT I O N A L I Z I N G S TA K E H O L D E R E N G A G E M E N T
• Scaled out stakeholder efforts from CAPS project
• Use cases / user scenarios
User Experience by James Royal-Lawson via Flickr CC BY-SA 2.0
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O P E R AT I O N A L I Z I N G S TA K E H O L D E R E N G A G E M E N T
• Scaled out stakeholder efforts from CAPS project
• Use cases / user scenarios
• Stakeholders talked, we listened
• Developers in the room
• Regular demos of emerging tool => stakeholder feedback => iterative improvements
• Evidence, affirmation, trust User Experience by James Royal-Lawson via Flickr CC BY-SA 2.0
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E N G A G E M E N T O P E R AT I O N A L I Z E D : F O C U S G R O U P + U S A B I L I T Y T E S T I N G
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E N G A G E M E N T O P E R AT I O N A L I Z E D : F O C U S G R O U P + U S A B I L I T Y T E S T I N G
• Word-of-mouth promotion
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E N G A G E M E N T O P E R AT I O N A L I Z E D : F O C U S G R O U P + U S A B I L I T Y T E S T I N G
• Word-of-mouth promotion
• Faculty, student, staff as test users
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E N G A G E M E N T O P E R AT I O N A L I Z E D : F O C U S G R O U P + U S A B I L I T Y T E S T I N G
• Word-of-mouth promotion
• Faculty, student, staff as test users
• Developers in the room
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E N G A G E M E N T O P E R AT I O N A L I Z E D : F O C U S G R O U P + U S A B I L I T Y T E S T I N G
• Word-of-mouth promotion
• Faculty, student, staff as test users
• Developers in the room
• Iterative improvements
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E N G A G E M E N T O P E R AT I O N A L I Z E D : F O C U S G R O U P + U S A B I L I T Y T E S T I N G
• Word-of-mouth promotion
• Faculty, student, staff as test users
• Developers in the room
• Iterative improvements
• Role of user empowerment
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“ScholarSphere the Service” (production)
~ Sustaining community engagement ~
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Frequent releases = keeping pulse on user needs.
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R E L E A S E S C O N TA I N F I X E S A N D F E AT U R E S B A S E D O N U S E R F E E D B A C K
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R E L E A S E S C O N TA I N F I X E S A N D F E AT U R E S B A S E D O N U S E R F E E D B A C K
My files are bigger than the
maximum allowed size.
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R E L E A S E S C O N TA I N F I X E S A N D F E AT U R E S B A S E D O N U S E R F E E D B A C K
My files are bigger than the
maximum allowed size.
I don’t have time to deposit all my files. Can
someone else do it?
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R E L E A S E S C O N TA I N F I X E S A N D F E AT U R E S B A S E D O N U S E R F E E D B A C K
My files are bigger than the
maximum allowed size.
I don’t have time to deposit all my files. Can
someone else do it?
I would like to be able to group my
files.
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R E L E A S E S C O N TA I N F I X E S A N D F E AT U R E S B A S E D O N U S E R F E E D B A C K
My files are bigger than the
maximum allowed size.
I don’t have time to deposit all my files. Can
someone else do it?
I would like to be able to group my
files.
What if I have files in Dropbox and
Box?
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R E L E A S E S C O N TA I N F I X E S A N D F E AT U R E S B A S E D O N U S E R F E E D B A C K
My files are bigger than the
maximum allowed size.
I don’t have time to deposit all my files. Can
someone else do it?
I would like to be able to group my
files.
What if I have files in Dropbox and
Box?
We’ve also done short surveys to current users.
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D E D I C AT E D M A R K E T I N G
• ITS (IT Comm) offered to do a ScholarSphere campaign -
• Fall 2013 - faculty
• Spring 2014 - students
• Boost in new users, new inquiries
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S C H O L A R S P H E R E U S E R S G R O U P ( S U G )
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S C H O L A R S P H E R E U S E R S G R O U P ( S U G )
Initially to provide feedback loop for development of ScholarSphere 2.0 in 2014
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S C H O L A R S P H E R E U S E R S G R O U P ( S U G )
Initially to provide feedback loop for development of ScholarSphere 2.0 in 2014
• Core set of diverse users
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S C H O L A R S P H E R E U S E R S G R O U P ( S U G )
Initially to provide feedback loop for development of ScholarSphere 2.0 in 2014
• Core set of diverse users
• Participatory design
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S C H O L A R S P H E R E U S E R S G R O U P ( S U G )
Initially to provide feedback loop for development of ScholarSphere 2.0 in 2014
• Core set of diverse users
• Participatory design
• Direct access to service development
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S C H O L A R S P H E R E U S E R S G R O U P ( S U G )
Initially to provide feedback loop for development of ScholarSphere 2.0 in 2014
• Core set of diverse users
• Participatory design
• Direct access to service development
• Insight into user behavior, expectations, goals
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S U G A N D D E S I G N P R O C E S S F O R 2 . 0
Post (re-)design
Get feedback
Post re-design Get more feedback
Tweak / (possibly) finalize
Not unlike stakeholder engagement process for 1.0
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Examples of wireframes that were posted
to Yammer . . .
ScholarSphere 2.0 was released on 9/10/2014 -
2 years after beta.
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W H E R E W E A R E N O WT W O - A N D - A - H A L F Y E A R S L A T E R
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U S E R S E R V I C E S : B L E N D O F D I Y A N D WD IFY *
• Prioritize:
• What users want
• User experience and design
• Ease of use, ease of support
• Service request model
• Define/demo/sell the service - the value
• Outreach / Train the trainer
• High touch, “low” tech
• Digital preservationbest laundromat in seattle by gothopotam via Flickr CC BY 2.0
* “We Do It for You.”
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S O M E S C H O L A R S P H E R E S TAT S — S U C C E S S E S / O P P O R T U N I T I E S• Almost 500 new users
since March 2014
• 3/2013-3/2014: a little more than 100 new users
• Most files are open access (default) - 60%
• Private - 36%
• Penn State only - 4%
• Most frequent resource types
• Books
• Articles
• Data sets
• Most active users - collection creators
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S O M E S C H O L A R S P H E R E S TAT S — S U C C E S S E S / O P P O R T U N I T I E S• Almost 500 new users
since March 2014
• 3/2013-3/2014: a little more than 100 new users
• Most files are open access (default) - 60%
• Private - 36%
• Penn State only - 4%
• Most frequent resource types
• Books
• Articles
• Data sets
• Most active users - collection creators
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S O M E S C H O L A R S P H E R E S TAT S — S U C C E S S E S / O P P O R T U N I T I E S• Almost 500 new users
since March 2014
• 3/2013-3/2014: a little more than 100 new users
• Most files are open access (default) - 60%
• Private - 36%
• Penn State only - 4%
• Most frequent resource types
• Books
• Articles
• Data sets
• Most active users - collection creators
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S O M E S C H O L A R S P H E R E S TAT S — S U C C E S S E S / O P P O R T U N I T I E S• Almost 500 new users
since March 2014
• 3/2013-3/2014: a little more than 100 new users
• Most files are open access (default) - 60%
• Private - 36%
• Penn State only - 4%
• Most frequent resource types
• Books
• Articles
• Data sets
• Most active users - collection creators
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C H A L L E N G E S — W H I C H A R E A L S O O P P O R T U N I T I E S . S C A D S O F T H E M !
• Notion of an “evolving” service / experimentation
• Definition of “user”?
• Researcher workflow
• Discovery, metadata
• Promotion / marketing / communication
• Service / product management
• Collection development
• Governance/policies
• Developer resources
• Scaling / distributing - repurposing of roles?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
Use case and user stories driven
What is “community”? What communities? Who?
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I N F O R M AT I O N T E C H N O L O G Y
S E R V I C E SU N I V E R S I T Y L I B R A R I E S
P R O J E C T H Y D R A
( O P E N - S O U R C E S O F T WA R E
C O M M U N I T Y )
!!!
FA C U LT Y S T U D E N T S
S TA F F
Librarians & technologists
Technologists & users
Librarians & users
Workforceneeds Use case and
user stories driven
What is “community”? What communities? Who?
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Images from ScholarSphere repurposed for
homepage banner