Reports and Documents

Reports and Documents

From time to time, OPLIN generates special reports and documents which may be of general interest.

oplin Tue, 03/04/2008 - 16:13

Annual Reports

Annual Reports

OPLIN releases an Annual Report every year, often in conjunction with the annual Stakeholders Meeting. You can download reports below (PDF format). In 2009, the report was presented as a website:  2009 Annual Report

oplin Tue, 03/04/2008 - 16:13

Benefits of Collaborative Purchasing

Benefits of Collaborative Purchasing

The Ohio Public Library Information Network purchases services for use by each Ohio public library system, falling primarily into three categories: an online database of general-interest periodicals; library connections to the Internet; and online Ohio newspapers and archives. Such collaborative purchasing has demonstrable financial benefits. The attached PDF file provides a statewide summary of those benefits, as well as data for individual library systems.

hedgesst Tue, 03/22/2011 - 13:37

Genesis of OPLIN

Genesis of OPLIN

OPLIN was created by an exceptional group of people, with support from the entire Ohio public library community, who volunteered their time and effort to develop a service which they believed to be very important. The early impetus for creating a network of public libraries came from the metropolitan library systems, but it quickly grew to encompass all Ohio public libraries.

In early 1993, at a meeting of the Ohio Library Council (OLC) membership in Columbus, Bob Carterette from CLEVNET gave a demonstration of the Internet. A number of public library directors were interested, and also concerned that public libraries should have a computer network similar to OhioLINK (1990) for academic libraries and INFOhio (1993) for school libraries. While these two existing organizations used already established computer networks serving colleges and schools, the envisioned public library network would have to develop not only services for libraries, but a physical network as well. At the time, only 45% of Ohio public libraries had automated catalog systems, and less than half of those automated libraries had any way for patrons to dial into the catalog.

Later that year, Fran Haley and Lynda Murray from OLC, and Dr. Greg Byerly and Dr. Rick Rubin from the Kent State University School of Library and Information Science, had an informal meeting at a Cajun restaurant in Mansfield to discuss how best to create such a network. The name "Ohio Public Library Information Network" was suggested, and possible members of a Blue Ribbon Commission on OPLIN were named.

In November 1993, OLC submitted a request to the State Library for a $25,500 federal Library Services and Construction Act (LSCA) to support planning costs from January through June 1994. The grant was awarded and some of the funds were used to hire Dr. Byerly as an "OPLIN consultant" to oversee the development of the organization. Dr. Byerly had previously served as the first director of OhioLINK and had also consulted in the creation of INFOhio.

The Blue Ribbon Commission was co-chaired by John Wallach (director of Dayton & Montgomery County Public Library) and Judy Garel (trustee of Bexley Public Library). The commission met for the first time in February 1994 and formally established three Task Forces:

  • Networking and Technology Issues, co-chaired by Meribah Mansfield (director of Worthington Public Library) and Scott Leeseberg (trustee of Lorain Public Library);
  • Library Issues, co-chaired by Elaine Paulette (director of Wood County District Public Library) and Steve Wood (director of Cleveland Heights - University Heights Public Library); and
  • Administration and Funding, co-chaired by Frances Black (director of the Southwest Public Libraries) and H. Baird Tenney (trustee of Cleveland Heights - University Heights Public Library).

Once the co-chairs of each Task Force had been chosen, a general call for volunteers to serve on the Task Forces was issued. Every volunteer was accepted.

Dr. Byerly set the Commission and the Task Forces the job of answering a series of questions; the answers were to be used for developing a draft position paper, as well as writing an application for a $46,823 Telecommunications and Information Infrastructure Assistance Program (TIIAP) grant from the U.S. Department of Commerce to support another year of development work on the network plan. Another request for LSCA funds ($32,849) was also submitted to the State Library, and Dr. Byerly and Lynda Murray met with Ohio Office of Budget and Management director Greg Browning to request $50,000 from state funds to support the planning process. Neither grant was awarded, but the request for state funds was successful.

On March 17, 1994, a large meeting of over 160 people, including all Commission and Task Force members and many interested librarians, was held to initiate the planning process. Thereafter, the Task Forces and the Commission held many meetings, particularly a two-day working conference on May 5-6, and devoted a lot of effort to defining what OPLIN was to be and how it could be created. A draft position paper was sent to each public library for comment in June, with the final version released in September.

In addition to OLC staff and Dr. Byerly, many individual members of the task forces shouldered important jobs, meeting with Ohio Department of Administrative Services (DAS) staff to talk about technical aspects of the physical network and keeping in close contact with appropriate legislators to discuss plans and needs. Meribah Mansfield in particular campaigned for purchasing information databases for distribution over the network and wrote to Greg Browning in February 1995 to plead the case for $2.1 million for this purpose.

All the meetings and extraordinary efforts eventually led to the support of Gov. Voinovich in his 1995 State of the State Address, followed by the inclusion of $4.85 million in the state biennium budget starting July 1, 1995 to create and operate OPLIN, plus an additional $8 million distributed to library districts to purchase computer hardware and software related to implementing OPLIN. On July 11, 1995, the OPLIN Board met for the first time, composed of the eight co-chairs plus Susan Kendall, Queen Lester, and John Storck. John Wallach served as the first Board chair and, in the absence of an OPLIN director, masterfully handled situations which could have delayed the establishment of OPLIN. The Administration and Funding Task Force conducted a nationwide search for a permanent director, and Tony Yankus took office as the first OPLIN Executive Director in October 1995.

Meribah Mansfield posing for Library Journal

Photo: Meribah Mansfield poses with two OPLIN workstations for the October 1997 cover of Library Journal.

 

hedgesst Tue, 05/18/2010 - 15:55

Biannual Reports to the Leadership of the Ohio General Assembly

Biannual Reports to the Leadership of the Ohio General Assembly

When the Ohio General Assembly approved support for OPLIN through HB215 in 1997, it required OPLIN to make biannual reports to the legislative leadership and to the Governor on specified areas of concern about managing public access to the Internet. The passage of HB283 changed the frequency of these reports from quarterly to biannual; in July 2011, the reports changed to on-demand instead of following a regular schedule.

Biannual Reports issued recently are attached below (pdf format). Reports dating back to January 1998 are available to anyone by contacting OPLIN.

oplin Tue, 03/04/2008 - 16:50

Gates Foundation Broadband Assessment Project - Ohio

Gates Foundation Broadband Assessment Project - Ohio

The Bill & Melinda Gates Foundation conducted a nationwide Broadband Assessment Project, releasing the survey results in April 2009. The summary data for Ohio is attached to this page.

The Broadband Assessment Project gathered detailed information on Internet connectivity and the resources dedicated to connectivity in each public library in the United States. The data represent a snapshot in time of key Internet connectivity variables including connectivity speed, the cost of Internet subscriptions, the service type, service provider, decision-maker and funding entity. All data were collected between October 2008 and March 2009.

The Broadband Assessment Project employed a direct contact survey (including mail, electronic mail and phone calls) to build a timely and comprehensive dataset that accounts for all libraries in the United States. Lieberman Research Worldwide, a market research firm, collected information from each public library outlet directly. When libraries chose to submit information via a printed or electronic survey, LRW reviewed the material and followed up with the respondent if it was incomplete or unclear. The data collectors' additional screening and follow-up increased both the coverage of the survey as well as the accuracy of the resultant data.

hedgesst Thu, 05/21/2009 - 10:27

OPLIN Focus Groups 2007: Report

OPLIN Focus Groups 2007: Report

OPLIN Focus Groups 2007: Report

    1. Introduction
    2. Methodology
    3. Session Flow General Outline
    4. Discoveries by Category
      1. Databases
      2. Connections
      3. Keeping Up With Technology
      4. Communications/Marketing
    5. Executive Director’s Discussion and Recommendations

     

    1. Introduction

    In the fall of 2007, OPLIN invited select library staff from across the state of Ohio to participate in focus groups to help OPLIN set its future priorities. The OPLIN board asked Wayne Piper of OLC to conduct these focus groups.

    The collective findings from the focus groups conducted by OPLIN staff proved to be fairly consistent statewide. Bandwidth and databases were the two main areas of interest for most of the attending library staff. There was also a recurrent request for the public library community to be made aware of both new and existing OPLIN services and undertakings. There seemed to be a genuine interest in understanding OPLIN’s role and in providing feedback that may help shape its future. The focus group settings tied into this interest wonderfully as it allowed OPLIN staff to discuss the role of OPLIN in the context of public libraries. Furthermore, library staff seemed pleased that OPLIN was soliciting their input and were eager and willing to contribute their ideas and suggestions.

    2. Methodology

    Library staff members were, in general, selected by the directors of their corresponding regional location. It was suggested that they choose individuals who direct or manage small libraries, branches or departments and imperative that they be both candid and verbal.

    The focus groups were held at the following locations, with representatives from the following libraries:

    • Central: Delaware County District Library, September 12, 2007
      • Columbus Metropolitan Library (2)
      • Newark Public Library
      • Westerville Public Library
      • Community Library (Sunbury)
      • Delaware County District Library
      • Worthington Libraries
      • Grandview Heights Public Library
    • Northwest: NORWELD, September 19, 2007
      • Ada Public Library
      • Wood County District Public Library
      • Tiffin-Seneca Public Library
      • Ida Rupp Public Library (Port Clinton)
      • Norwalk Public Library
      • Willard Memorial Library
      • Logan County District Library
      • Auglaize County Public District Library
      • Kaubisch Memorial Public Library (Fostoria)
      • Liberty Center Public Library
    • Northeast: NEO-RLS, October 3, 2007
      • East Palestine Memorial Public Library
      • Willoughby-Eastlake Public Library
      • Hudson Library and Historical Society
      • Warren-Trumbull County Public Library
      • McKinley Memorial Library (Niles)
      • Perry Public Library
      • Hubbard Public Library
      • Avon Lake Public Library
      • Mansfield-Richland County Public Library
      • Shaker Heights Public Library
    • Southeast: SERLS, October 31, 2007
      • Wellston Public Library
      • Herbert Wescoat Memorial Library (McArthur)
      • Portsmouth Public Library
      • Nelsonville Public Library
      • Pickaway County District Public Library
      • Chillicothe and Ross County Public Library
      • Washington County Public Library
      • Garnet A Wilson Public Library of Pike County
      • Briggs Lawrence County Public Library
    • Southwest: SWON, November 6, 2007
      • Clermont County Public Library
      • Adams County Public Library
      • Highland County District Library
      • Blanchester Public Library
      • Middletown Public Library
      • Public Library of Cincinnati and Hamilton County (2)

    3. Session Flow General Outline

    Introductions
    Everyone is introduced
    Why we’re here
    -You’re here to help OPLIN staff better understand the role OPLIN plays in your daily work and the technology challenges you face serving customers in your library.
    -Stephen and Laura are here to listen, observe, and record their impressions of your remarks, to answer questions about OPLIN, and to summarize our work at day’s end.
    -Wayne is here to facilitate this discussion in an objective way, to engage each of you in the conversation, and to keep our conversation on task.
    Impressions of OPLIN
    -Describe the role OPLIN plays in your daily work. You might also want to offer insights into how colleagues and customers use OPLIN or how your library has integrated OPLIN into its website. Be candid.
    Your technology challenges
    -What technology challenges do you face in your library on a regular basis?
    -What do you wish technology could do for your library? (The "vision" thing.)
    -An example might be...
    -Stephen and Laura can "scribe" the conversations.
    What will happen next
    -Stephen wraps up the day with general remarks on how OPLIN might use the information gathered to continue to move the organization forward in service to Ohio’s public libraries.

    4. Discoveries by Category

    4.1 Databases

    • Google vs. OPLIN
      • Library users want instant gratification with their search.
      • OPLIN search should look "more like Google."
      • Staff wants relevancy-ranked results.
    • Presentation
      • Customers don’t realize that they can access the databases remotely.
      • Customers don’t care where the databases come from.
      • Customers aren’t aware that the resources are paid for.
      • Users want to be able to search catalog and databases at the same time.
      • The word "database" is confusing to customers.
      • Library staff often associate OPLIN with databases, but aren’t sure which databases are provided via OPLIN due to a "seamless integration."
      • Users want information immediately, not after a lengthy, cumbersome, non-intuitive search.
      • Databases are generally confusing to library customers.
      • Libraries link to OPLIN databases from their homepages.
      • Staff prefers the subject listing over the alphabetical listing.
    • Most useful/requested databases
      • NoveList (use frequently)
      • NewsBank (use frequently)
      • EBSCO, specifically: MasterFILE Premier, Student Resource Center (use frequently)
      • Health Databases (use frequently)
      • eLibrary (use frequently)
      • Heritage Quest (requested)
      • Legal Forms Database (requested)
      • Gale Contemporary Authors (requested)
      • Literary Criticism is a "hole" in the collection (requested)
    • Future of reference databases
      • The more users can search multiple sources at one time, the better.
      • Users want fast, relevant results.
      • The ease of use is key to database interfaces.
      • Staff would like for the federated search to include locally purchased databases in addition to the statewide resources.
      • Some staff feel that the future of databases is uncertain.
    • Training
      • Both library staff and customers are unaware of what databases are and how to access them.
      • Library staff often use the e-trainings provided by Jay Burton at SLO.
      • Some feel that staff wouldn’t want to take the time to be trained on databases.
      • One library director talked about how they provide staff with one hour per week for training purposed.
      • Teachers and professors are not teaching students how to use reference databases.
      • Some libraries are allowing staff time to "play" with the databases to increase familiarity.
      • Some feel that promoting the databases begins with staff training.
      • Explaining the databases takes instruction from reference staff.
      • Some would like to see internal database training: "staff teaching staff."
      • Some staff would prefer interactive online tutorials.

    4.2 Connections

    • More bandwidth, please
      • Almost everyone who attended the focus groups talked about bandwidth issues.
      • Staff would like to utilize software that moderates bandwidth and prioritizes traffic.
      • Many libraries block Myspace.
      • Bandwidth slows after school.
      • Some staff would like to have the public and staff usage separated (with staff use receiving the higher priority).
    • OPLIN as a utility
      • OPLIN is viewed as an "invisible" utility.
      • Some libraries buy additional circuits.
      • All of the focus groups were extremely pleased with the OPLIN Support Center and the self-service function.
      • Libraries would like OPLIN to be more up-to-date (i.e. no more T1 lines).
      • Libraries are interested in OPLIN web hosting and web templates.
      • Libraries want wireless connectivity.
    • Spam
      • There were many complaints about spam. Some staff even stopped using their OPLIN email address because of all the spam.

    4.3 Keeping Up With Technology

    • Public computers
      • Libraries need more space for computers, more computers, and the funds to purchase them.
      • It was suggested that OPLIN offer technology training for the general public.
      • Libraries want technology replacement plans.
      • Libraries are using or would like to use time and/or print management software.
      • Some libraries are experimenting with open source solutions.
      • Customers want scanning and fax capabilities.
      • Many libraries use OPLIN as a homepage for the public computers.
      • Library staff are wanting to upgrade their machines to run Vista and/or Office 2007.
      • More people on computers means that more staff is needed.
      • Customers want more computers and more computer time.
    • Staff training
      • There was a general consensus that library staff needs more/better technology/computer training.
      • Libraries find it difficult to ensure that all staff are up to date on technology changes and advancements.
      • Libraries feel that any tech support at all is hard to come by.
      • Smaller libraries have a harder time keeping up with technology demands.
      • Libraries have staff that are "techno-phobic."
      • Library staff would like to increase their library’s web presence.

    4.4 Communications/Marketing

    • Databases
      • Library staff would like to see the databases promoted more.
      • Libraries want to place their own branding with the databases.
      • Staff feel that teachers need to be educated about online resources (databases included).
      • Staff feel that the brochures used to educate customers about databases are outdated and visually unappealing and would like to see brochures by subject listing.
    • OPLIN Services
      • When library staff thinks of OPLIN, they think of connectivity and databases.
      • However, most library staff and customers don’t know what OPLIN is, or what services they provide.
      • Library staff think that library professionals should be aware of OPLIN, but not necessarily the general public.
      • Because funding is sometimes based on awareness, there is a need to promote OPLIN more.
      • Staff feels that the name "OPLIN" is vague and non-descript.
      • Libraries feel that OPLIN is failing to promote itself to them.
      • Staff would like more communication when it comes to resources being added or taken away as well as more say in decision-making processes (i.e. the OPLIN Content Advisory Committee, communicating what OPLIN is "exploring").
      • Staff would like to see continued use of the OPLIN listservs.
      • Library staff admit that OPLIN branding gets lost in library marketing efforts.
    • Support
      • Library staff would like to have an OPLIN newsletter (in several formats) available to them to keep them up-to-date.

    5. Executive Director’s Discussion and Recommendations

    Let me begin by stating that the reason for doing the focus groups was to help the OPLIN Board decide on future spending priorities. In particular, the Board looked ahead at the April 2007 meeting to the possibility that OPLIN might have some excess E-Rate funds, but we were not sure how to plan for spending those funds. Accordingly, the Board agreed to ask Wayne Piper and OLC to facilitate five small focus groups around the state to find out what librarians think they need. We intentionally avoided inviting "major players" in the state to these groups, since Board members and the OPLIN staff often have contact with these library leaders in various other meetings around the state and thus have many opportunities to collect their opinions. Instead, we wanted to hear from the librarians who use OPLIN in their daily work and face daily technology challenges in the library, but may not get many opportunities to voice their concerns.

    All groups started by discussing the databases, the first thing they thought of when asked how they use OPLIN in their daily work. Much of the discussion was not surprising, revolving around the difficulties in getting the public to use the databases. There was very little sentiment for purchasing more databases; almost all the discussion concerned improving access and usability of the databases we already buy, with many mentions of Google as a competitor.

    At some point the groups would remember that they also get their Internet connectivity from OPLIN. This sometimes was expressed as a plea for more bandwidth, but often as a simple "thank you" to OPLIN for something they take for granted. When they turn on their computers in the morning, they trust that the Internet will be there. The OPLIN connection is a dependable "utility" serving their library. In the rare cases when they had a problem, they were effusive in their praise of the Support Center.

    When asked about their daily technology challenges, it became clear that public computing is becoming a burden on libraries. Members of the group with purchasing authority were concerned about finding space for more computers and finding funds to purchase and replace computers, especially in light of the demands of the new Vista operating system. Members of the group who spent a significant amount of their time in direct contact with patrons lamented their inability to answer many of the questions they get from public computer users, and expressed a desire for more computer training.

    After listening to all five groups and then discussing with Wayne and Laura what we had heard, my first impression was that OPLIN’s current spending addresses many of the major technology needs of libraries. We are spending money to develop an interface to the databases that will probably not "beat" Google (can anyone do that?), but may at least let us compete in the same arena. Once that interface is developed, we plan to spend money on marketing and promotion of the databases. We are spending money to upgrade our Internet connections, though we perhaps could be more aggressive in that spending. We were able to address some of the groups’ concerns, such as placing stricter limits on e-mail spam, fairly quickly without any major expenditure of funds. And even though computer training is not something we have identified as an OPLIN service, we do have Jay Burton from the State Library doing database training for us. My first reaction was that OPLIN is doing a pretty good job.

    On further reflection, however, I believe we can do more:

    • I recommend that OPLIN continue to spend money on web site development and usability testing for the Ohio Web Library site, but I also recommend that we spend money to upgrade public libraries’ web sites. These sites should be able to take full advantage of the Ohio Web Library and provide an attractive "home" for links to OWL. While we may not have enough resources to do this ourselves, I recommend we reconsider combining our resources with other groups, particularly recommending that we reconsider membership in the Plinkit Collaborative (www.plinkit.org).
    • I recommend that OPLIN become more aggressive in upgrading the Internet connections to libraries. In particular, I recommend that we upgrade the connection of every library that is consistently using over 80% of current circuit capacity during peak afternoon hours. Where Ethernet is available, that should be our upgrade path.
    • I recommend that OPLIN purchase a block of online technology courses from WebJunction, to be added to the block of general courses (800 hours) being purchased by the State Library. We had considered this action before, but were unhappy with the WebJunction course selection. That selection has now improved and looks like it would address many of the computer training needs of libraries.
    • I recommend that OPLIN plan to spend significant funds on media promotion of the Ohio Web Library once a satisfactory user interface has been developed.
    • I recommend that OPLIN repeat these focus groups in two years, with new participants. Our experience this time has shown us that holding these focus groups is a very strong public relations tool.

    Finally, I recommend that the funds needed to accomplish the above recommendations come from E-Rate reserves.

    oplin Tue, 03/04/2008 - 16:51

    Ohio Web Library Mashup

    Ohio Web Library Mashup

    [The following text, written by OPLIN staff Stephen Hedges, Karl Jendretzky, and Laura Solomon in October 2008, is also available as Chapter 20 in the book Library Mashups: Exploring New Ways to Deliver Library Data, edited by Nicole C. Engard and published by Information Today, Inc., ISBN 978-1-57387-372-7.]

    Federated Database Search Mashup

    Libraries spend a considerable amount of money each year on subscriptions to proprietary databases of online information, such as newspaper and magazine articles, authoritative encyclopedias, and reference resources. The current Gale Directory of Databases lists over 20,000 information databases and related products which libraries can purchase, including, of course, the Gale Directory of Databases. These databases are so strongly associated with the libraries that purchase them that they are often simply called "library databases"; they allow libraries to gather information that is not normally available on the World Wide Web.

    While the vendors that sell this information devote a great deal of time and effort to making their searching interfaces smooth and efficient, many libraries that serve the general public try to offer a single "federated" search interface that pulls information from a variety of library databases simultaneously, rather than going to each individual database's interface and repeating the search. A handful of commercial vendors offer federated search tools, and the market for such tools has been growing over the last five years.1 Ideally, such an interface provides the library's users with a simple but effective "Google-like" search for accessing the library's entire collection of online resources. As Roy Tennant has written, at their best these tools are "...the correct solution for unifying access to a variety of information resources."2

    If a federated searching tool is desirable for a single public library, consider how much more important it would be for a network of more than 250 public library systems. Such is the case for the Ohio Public Library Information Network (OPLIN).

    Since 1996, OPLIN has been providing a basic collection of online databases to Ohio public libraries. Currently purchased in cooperation with the Ohio academic library information network (OhioLINK) and the school library network (INFOhio), with additional funds from an Institute of Museum and Library Services LSTA grant awarded by the State Library of Ohio, the total cost of this extensive collection tops $4 million annually. In 2004, the network partners began referring to this communal collection of databases as the "Ohio Web Library."

    The Problem

    While a federated search of these valuable resources may not be as critical in an education environment, where students are often instructed to use a particular database, for public libraries the lack of a good federated search interface results in low use of the databases and therefore a high cost per search. Public library users are uncomfortable with being forced to select which database to search, often with no idea of what type of information the database provides, and to repeat their search in each individual database search interface. Confronted with this task, they simply turn to Google or some other web search engine to find online information and never get access to the information libraries purchase and provide.

    OPLIN began offering a federated search interface to the Ohio Web Library in 2004, when a WebFeat Search Prism was installed. This search tool was based primarily on the search functions included in the Z39.50 information retrieval protocol (ISO 23950), which is the protocol most commonly used by federated search tools. The Library of Congress is the Maintenance Agency and Registration Authority for the Z39.50 standard, which specifies a client/server-based protocol for searching and retrieving information from remote databases. Z39.50 is a large standard, with lots of functionality, but usually an implementation does not support the complete standard. Instead, a subset of functions, called a "profile," is commonly used to meet specific requirements. A profile provides a specification for vendors to use when setting up their servers, so that search applications can interoperate. For example, the ATS profile defines a basic subset of services for Z39.50 support of public access library catalogs. The ATS profile is quite simple, requiring support for only three search attributes — author, title, and subject ("ATS") — and mandates support for MARC record data transfer. Other profiles are more complex, to fit more complex needs.3

    While the WebFeat Search Prism provided a federated search using Z39.50, the return of search results from a database collection the size of the Ohio Web Library was slow, and results were presented in groupings by source, rather than in order of relevance. Nevertheless, it was judged by OPLIN to be the best federated search tool available at the time. By 2007, however, Ohio public librarians were voicing dissatisfaction with these limitations. In focus groups they repeatedly expressed a desire for a search that was "more like Google." OPLIN, for its part, had not made any significant changes to the federated search interface since it had been installed. Clearly it was time for a change.

    The Possibilities

    In late 2007, OPLIN began the search for a new search. We first contacted WebFeat, the existing vendor, to explore newer versions of their product. They demonstrated WebFeat Express, their newest offering, which had significant improvements over the WebFeat product in use by OPLIN, including control over search results ranking. Ultimately, however, OPLIN rejected this possibility because it still did not allow us enough control over the product to be able to make rapid, incremental changes in response to user feedback, which we felt would be an important feature of any new search interface.

    Next we investigated Google Custom Search Engine (CSE); after all, librarians had told us they wanted something "more like Google." Custom Search allows you to create your own Google search against a list of websites you specify. Once you have defined your search targets, Google gives you a simple piece of code for a search box to place on your site. Any search done through this search box starts a Google search, but the search is limited to the sites you have specified. At the time we looked at CSE, there was no way to tailor the ranking of search results; the results that ranked highest in Google's standard algorithm always came to the top. Google staff told us they were planning to release CSE with the capability for the host site to tailor rankings to reflect the host's preferences or area of expertise, and indeed, this capability was added a few months later.

    The biggest shortfall of the Google CSE technology was the fact that the only sources that it could hit were the ones that were already indexed by Google. While this worked well for open content like Wikipedia, proprietary sources like EBSCO, which require user authentication to access, had no presence. We went through several iterations trying to devise a way to integrate proprietary content. These ranged from possibly using MARC records from EBSCO to build our own open website with the article descriptions and links in it for the Google bot to crawl, to having talks with Google themselves to see if there was any way of making the data available. In the end we found that the Google Custom Search just was not well suited for accessing the type of data we needed, and we moved on.

    About this time, Index Data announced a demonstration of their MasterKey federated search. OPLIN staff were impressed by the speed and ease of this product. It had the additional advantage of being built around the Z39.50 protocol, which we knew would work with most of the databases we purchased. Initial discussions with Index Data indicated, however, that the MasterKey hosted search solution was not the best fit for our needs. Rather, they suggested we build a search around their open source "pazpar2" metasearching middleware, which is the engine within MasterKey.

    The pazpar2 software is a web-oriented Z39.50 client that can search a lot of targets in parallel and provides on-the-fly integration of the results. It works particularly well with AJAX (Asynchronous Javascript and XML) for building a dynamic page displaying search results. It provides record merging, relevance ranking, record sorting, and faceted results. This was the option that seemed to offer the functionality we needed, the features we wanted, and the critical ability to make rapid changes. We identified some features of the MasterKey hosted service which we felt could be improved, looked closely at the pazpar2 code, and came to an agreement with Index Data to install a slightly customized version of pazpar2 on one of our servers to be the engine for our federated search.

    First Feedback

    Although we knew that neither Google CSE nor a hosted MasterKey web service would be our eventual federated search tool, we decided to use these two searches for some early user testing to guide our future decisions.

    We built a Google Custom Search and targeted some open websites that had good content, such as www.NetWellness.org, Wikipedia, www.HowStuffWorks.com, and www.Gutenberg.org. We took that and the MasterKey demo to the ScanPath Usability Lab at the Kent State University School of Library and Information Science in November 2007 to observe how users reacted to the two searches. ScanPath uses high-tech software to measure and record a user's eye movements while using a web site, tracking how often the eye travels to certain areas of a page, how long it lingers, etc. ScanPath staff also interview the user while he/she is using a page to get them to verbalize their experience.

    Our observations stunned us. Until that time, we had not appreciated how thoroughly Google has defined the online searching behavior of most people. Users expected results lists that looked like Google, down to the colors of the components of a search result. They were adept at judging the reliability of search results based on the URL; for example, URLs ending in .org were judged to be generally trustworthy, while URLs containing the word "blog" might contain interesting, but not necessarily reliable, information. They expected the links in search results to take them to another web site, not directly to an article. Clearly librarians were right; to meet user expectations libraries needed a federated search that was "more like Google."

    The Mashup

    With this user feedback in hand, we now started putting the pieces of the new search together. First, we contracted with Index Data to do the custom install of their pazpar2 and Javascript software on our server. OPLIN owned the www.ohioweblibrary.org domain name from a previous promotional campaign, and with the agreement of the other library organizations that contribute funds to purchasing the Ohio Web Library database collection, we decided to re-purpose this domain as the site of our new federated search. On the server for this site, Index Data installed pazpar2 configuration files for our list of database Z39.50 targets, as well as a custom version of the Javascript that writes the search results to the page.

    This custom Javascript wrote page content to three divisions: one containing the results; one containing a list of sources; and one containing a list of subjects. We also asked that the search results be modified, so they showed the title of the article (which was also a link to the article), the name of the database containing the article, the date of the article if available, and a brief description of the article.

    While Index Data was working on their installation, OPLIN contracted with a local Ohio web design company, 361 Studios, to re-design the www.ohioweblibrary.org site. We specified a very simple, clean layout dominated by one search box. As much as possible, the design was to rely on a cascading style sheet (CSS) for the page look, and the entire design had to be compliant with accessibility standards. We also specified that the initial page load had to be less than 100 KB. Other than that, 361 Studios had a free hand in designing the graphics and navigation for the page.

    Once we had the pazpar2 configuration files, the custom javascript, and the cascading style sheet, we started working on fitting the pieces together. The pazpar2 software uses one configuration file for each Z39.50 target to be searched. We set up a basic Z39.50 client to test the pazpar2 configuration files against our targets and see the raw data the target Z39.50 server was returning in response to our queries. This was not something we had to do, but we wanted to understand as much as possible about the processes going on in the background during a search. Since we wanted to be able to make fast changes to the search interface, it was important to know how each part of the configuration files affected the search results.

    We also looked a little at the Javascript, again wanting to be able to understand how we might make changes. In this case, however, the complexity of the script lead us to decide to try not to make changes. If at some point in the future we decided something in the Javascript needed to be changed, we decided our best option was to contact Index Data and make arrangements for them to make the changes. After our initial investigation, however, it seemed likely that most changes we wanted could be accomplished by changing the pazpar2 configuration files and the cascading style sheet.

    It did not take very long for us to get a basic federated search against a few targets up and running for testing. Now we began to work on turning the basic search into something good enough for production. We set a production launch date of July 1, 2008.

    Z39.50 Translators

    One weakness of using Z39.50 as the protocol for retrieving information from commercial databases is the fact that not all database vendors operate Z39.50 servers. In 2000, Sebastian Hammer, co-founder of Index Data, wrote that, "Most major library-systems vendors now support Z39.50 to some extent."4 It is the words "most" and "to some extent" that would cause problems for OPLIN.

    Several of the vendors supplying databases to the Ohio Web Library collection do not support Z39.50, including a couple of well-known vendors like World Book and Facts on File. How could we get their databases included in our federated search? The answer came indirectly from our previous federated search vendor, WebFeat. WebFeat received a patent in late 2004 on a method for managing the authentication and communication necessary to perform a search against a licensed database and convert the results into Z39.50, XML, or HTTP format. In other words, they created a tool that could access unstructured data and deliver it in a structured format. They called this access tool a "translator" and built thousands of translators for databases that do not support structured data. These translators are prominently used in the WebFeat federated search products.

    OPLIN now needed to find a way to get translators from the very vendor whose search product we were abandoning. Fortunately, someone else had anticipated this problem. CARE Affiliates had developed a partnership with both WebFeat and Index Data to market "OpenTranslators," WebFeat translators that are hosted on Index Data servers for a fee to allow a federated search tool to get to unstructured databases, including open sites on the World Wide Web. OPLIN provided CARE Affiliates with a list of database and open web targets for which we wanted translators and they took care of having the translators built, hosted, and made available as targets for pazpar2 configuration files. Once these were all in place, we were able to do a federated search across all the Ohio Web Library databases as well as some open sites, such as Wikipedia, NetWellness, and OAIster.

    Making It User-Friendly

    Now we went back to the results of our early usability testing, included some feedback from test users of our new prototype, and started adding some amenities based on what our users might expect.

    For one thing, we knew that users would try to do advanced "Google" searches, meaning using quotes around phrases, plus-signs to make some words manadatory, etc. Most users seemed to assume that if Google search uses these conventions, every search uses them. While Z39.50 can handle some complex searching behavior, it does not use the Google notation conventions. Moreover, while many library information vendors may support Z39.50 "to some extent," quite a few do not support complex Z39.50 queries. We learned that including quotes and other Google notations in the search term often caused our search software to crash, so one of the first things we did was set up a parsing routine to strip these problem characters from users' search terms before passing the terms to pazpar2. We hope someday to find a work-around that will allow pseudo-phrase searching when terms are enclosed in quotes, but for now the quotes are ignored.

    Another amenity was actually specified in our instructions to Index Data for customizing the Javascript. The default pazpar2 Javascript behavior was to search against either all targets or one target; we asked that this be modified so we could pass a string of specific targets to pazpar2. This allowed us to group several related databases into one "category" search, such as Health, Careers, or Business. We built a drop-down box on the search page containing these groupings of sources, so the user could limit a search to targets with a specific kind of information.

    We also added a "Searching..." progress bar to the page. This is not needed to show the user that the search has started, because the Javascript starts writing results to the page as soon as the user launches the search. Rather, it is needed to let the user know when the search is finished, since the results list is continuously re-written by the Javascript until the search is complete. Without the progress bar, the user sees the page "jumping" as results appear and disappear, and this could be disconcerting. The progress bar distracts from this effect and provides the user with a little more information about what is happening to the page.

    The heavy use of Javascript on the page also places the browser in a very insignificant role. Unlike a standard web page that is sent from the server, and loaded a single time on the user's browser, the search's use of AJAX makes the page act much more like a running application. The browser and the server are constantly communicating back and forth, updating the current view of the page, and reacting to new events created by the user. While this has the advantage of making the search work in any browser that has Javascript enabled, it can confuse users who are not used to sites that make such heavy use of Javascript and try to navigate to a previous search by using the browser's navigation buttons. To try to avoid this confusion, we added a small "do not use back button" note in the upper left corner of the screen. We hope to be able to remove this as users become more accustomed to AJAX pages.

    We also added a spell checker, to suggest spellings for search terms that seemed to be misspelled. The problem with trying to implement search suggestion functionality is that for it to actually make good suggestions, it needs a large bank of data to draw from. We looked into just using dictionary files, but that type of setup would not automatically change with trends and we would have to manually update the dictionary. Next we took a look at the API made available by Google. Though this is something that they used to offer, they had changed what the API exposed, and search suggestions were not available at that time. The same path that led us to Google brought us to Yahoo! next. Yahoo! also offers an API, and using a simple JSON call we were able to retrieve search suggestions from them. These suggestions tend to be more accurate than anything we could construct in-house, since they have a large database of search queries information to pull from.

    The display of the search results received a lot of attention as we developed the interface. The pazpar2 middleware does a good job of ranking results by relevancy, so that was not a problem. It also includes an option to rank results by date, although the effectiveness of this ranking is limited somewhat by the fact that not all vendors have their Z39.50 servers configured to return date information. But other than the ranking, there was the question of what information to display in the search results. We decided to display four items of information for each individual search result: the title, the source(s), the date, and a brief description. Not all Z39.50 servers returned all of this information, but at a minimum the search result displays title and source. In all cases, the title is a link to the article.

    In most cases, the search results link to full-text articles, but some of the EBSCO databases included in the Ohio Web Library also contain just citations to articles, not the full text of the articles. In these cases, we found that in the Z39.50 data EBSCO makes available, no URL to the article is returned if only a citation exists. By parsing the returned data before it was displayed on the search results page, we were able to test for the presence of a URL. If the search result failed this test, we appended "(Citation only)" to the title of the article to warn the user.

    Once a user finds an article of interest and clicks on the title, then the process of authenticating them begins. If the link points to an "open" article from the Open Archives Initiative, Wikipedia, NetWellness, etc., then no authentication is necessary, but if the source of the article is a proprietary database, then we have to check to make sure the user is covered by our license agreement with the vendor. OPLIN has used EZProxy for several years to handle this task, and still uses that system to handle Ohio Web Library user authentication. We acquired EZProxy before it was purchased by OCLC. Like pazpar2, EZProxy is middleware; it authenticates users against our local authentication system and provides remote access to our licensed content based on the user's authorization. In OPLIN's case, we use the IP addresses assigned to libraries as the basic test to authenticate a session. Traffic coming from within a library passes through the authentication with no interruption. Users accessing the system from outside a library can give their public library card number (or a username and password if they are associated with a K-12 school) to authenticate their session. Once they have been authenticated, they can access as many articles as they want without any further interruptions; the system remembers them until they close their browser.

    Finally, we included a "Live Help" link to the Ohio KnowItNow 24/7 reference service. If a user finds the whole searching process to be too difficult or unproductive, they have instant recourse to a live reference librarian to assist them. KnowItNow is a live online information service provided free of charge for the citizens of Ohio by the State Library of Ohio and local public libraries. Professional librarians are available 24 hours a day, seven days a week to answer reference questions and assist Ohioans in finding information.

    Launching, re-launching, re-launching...

    Not all of these changes were implemented on July 1, 2008, when the www.ohioweblibrary.org page was launched. Nor do we ever expect to have all of our changes implemented. Whenever we introduce the site to a librarian, we emphasize that the open source code that runs the site allows us to incorporate their suggestions to make the site better. Several of the changes mentioned above came about because of suggestions from librarians using the site. In most cases, we were able to make the changes within hours.

    As mentioned earlier, our goal is to be continually making small, incremental changes to the search interface based on user feedback. Because so much of the code that runs the site is open source, we have exceptional ability to do just that. The www.ohioweblibrary.org search interface will never be "finished" until the day we take the site down. We intend to just keep mashing cool things into it as we find them.

    To recap, these are the components of our mashup (so far):

    • pazpar2 (with customizations)
    • OpenTranslators
    • Yahoo spell-checker API
    • EZProxy
    • custom page design
    • custom scripting

    We're proud of what we've built, and we invite you to check it out at www.ohioweblibrary.org.


    Endnotes

    1. Alexis Linoski and Tine Walczyk, "Federated Search 101," Library Journal Net Connect 133 (Summer 2008): 2.
    2. Roy Tennant, "The Right Solution: Federated Search Tools," Library Journal 128:11 (June 15, 2003): 28.
    3. For a good general discussion of Z39.50 and profiles, see Mark Hinnebusch and Charles B.Lowry, "Z39.50 at ten years: How stands the standard?," Journal of Academic Librarianship 23:3 (May 1997): 217.
    4. Sebastian Hammer, "Dr. Metadata, or: How I Learned to Stop Worrying and Love Z39.50," American Libraries 31:9 (Oct. 2000): 54.

    hedgesst Mon, 06/29/2009 - 12:05

    OPLIN Website Through the Years

    OPLIN Website Through the Years

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    oplin Mon, 08/04/2008 - 11:16