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Reading w/Dan: The Final Report of the Lighting the Way Project

This past November the Final Report of the Lighting the Way Project “Facilitating and Illuminating Emergent Futures for Archival Discovery and Delivery” was published.

Abstract

“Between September 2019 and August 2021, Stanford University Libraries facilitated Lighting the Way: illuminating the future of discovery and delivery for archives, with support from the Institute of Museum and Library Services. The project focused on exploring how networks of people and technology impact archival discovery and delivery (how people find, access, and use material from archives and special collections). The project focused on engaging directly with practitioners – archives, library, and technology workers – involved in this work, across roles, job functions, areas of expertise, and levels of positional power. The project’s goals included mapping the ecosystem of archival discovery and delivery; developing conceptual and actionable recommendations for technical, ethical, and practical concerns; building a shared understanding between practitioners responsible for this work; and activating a diverse group of project participants to adopt the recommendations and findings developed during the project.”

Analysis of document

As I read this document, I felt that there is a lot we could take away from their findings and recommendations, not just in relation to archival discovery and delivery, but throughout our library practices and culture, such as utilizing “liberating structures” and “strategy knotwork” for engaging in collaborative discussions and planning.  Below are some key take-aways from the report, but I encourage y’all to read it, too.

Discoveries

  1. Viewing archival discovery as an ecosystem of systems and people
  2. The interconnection between collaboration, power, and organizational positioning of this work
  3. The value of care-focused, generative facilitation methods to strategic planning for archival programs
  4. The importance of early-stage collaboration and communities of practice to support similar efforts.

Recommendations

  1. Develop new communities of practice that work in alignment with existing ones
  2. Prioritize collaborative opportunities for strategy that explore new working relationship
  3. Adopt and apply generative and care-focused facilitation methods to inform strategic planning
  4. Understand the resourcing required and value the labor necessary to undertake strategic opportunities.

Key Concepts

“This work is necessarily performed by people in a variety of roles – not just archives workers, but library workers, technology workers, and others with varying skill sets, areas of expertise, levels of responsibility, and positional power within their institutions.”

“Integration is the use of processes or tools to join systems to work together as a coordinated whole, which provides a “functional coupling” between systems.”

  • There are a wide variety of systems that support archival discovery and delivery, and they are deeply interconnected even when not well-integrated
  • While accurately understood as technical work, systems integration for archival discovery and delivery is impacted by non-technical factors
  • Most archives workers are only familiar with the systems that they use individually, making broader strategic discussions more challenging
  • While archival discovery and delivery is rarely perfect or complete at any institution or repository, archives workers usually only report about work when given phases are complete
Light the Way Table 1

Table 1. Applying strategy knotworking to Working Meeting activities

Resources

Reading w/Dan: Partners for Preservation

“Reading w/Dan” Announcement

This year as part of an informal personal goal, I am trying to get a handle on and tackle my reading backlog of articles, technical reports, books, etc. With readings I finish I have decided to share interesting tidbits and recommendations with University Libraries colleagues. I had been approaching this by sharing via the Libraries’ Special Collection Forum and All-IT listservs.  Beth Snapp has suggested I use the Libraries’ IT blog as a means of wider dissemination and I concur that is a great idea. To that end I will repackage my existing shares/reviews from earlier this year over the next couple of weeks, and then any new ones will be posted here and on my u.osu.edu page (go.osu.edu/noonan).

Partners for Preservation

I recently completed reading the book, Partners for Preservation: Advancing Digital Preservation through Cross-Community Collaboration edited by Jeanne Kramer-Smyth © 2019.

It is a series of 10 essays split into 3 parts with an introduction and follow-up by the editor. I have bolded and italicized my three favorite essays that I feel also deliver the most useful information.

  • Memory, privacy and transparency
    • The inheritance of digital media by Edina Harbinja: When users of social media and other online resources pass, who has the rights to access/own/maintain the data?
    • Curbing the online assimilation of personal information by Paulan Korenhof: “The RTBF [Right To Be Forgotten] is meant to aid individuals in moving beyond their past in the current information age by erasing information that ‘with the passing of time becomes decontextualized, distorted, outdated, no longer truthful (but not necessarily false)”
    • The rise of computer-assisted reporting: challenges and successes by Brant Houston: “The rise in the number of journalists analysing data with the use of computers and software began in the mid-1980s. Widely known as computer-assisted reporting, the practice started in the USA with a handful of journalists in the late 1970s, grew significantly in the 1980s, spread to western Europe in the 1990s, and then to the rest of the world in the early 21st century. During its rise, the name for the practice has varied, with some researchers seeing an evolution of the practice with a different name for each era.”
    • Link rot, reference rot and the thorny problems of legal citation by Ellie Margolis: Explores the need for accurate legal citations as provenance for laws. Ironically, one of the legally resources cited had moved and the link provided had died of “link rot.”
  • The physical world: objects, art and architecture
    • The Internet of Things: the risks and impacts of ubiquitous computing by Éireann Leverett: “At its core, the Internet of Things is ‘ubiquitous computing’, tiny computers everywhere – outdoors, at work in the countryside, at use in the city, floating on the sea, or in the sky – for all kinds of real world purposes…All of these purposes initially seem logical, and even business critical to the users, yet each of them involves decisions about security and privacy with incredibly long lasting and far-reaching implications.” “The Internet of Things often rejects standard business models Entirely…But with the Internet of Things, a variation of the freemium model applies. We expect services for free (or at least as cheap as Internet of Things devices). The companies make money from the data we generate”
    • Accurate digital colour reproduction on  displays: from hardware design to software features by Abhijit Sarkar: Provides a concise explanation of color spaces and why color management is important in the GLAM communities
    • Historical BIM+: sharing, preserving and reusing architectural design data by Ju Hyun Lee and Ning Gu: Explores the complexity of architectural design in the virtual environment
  • Data and programming
    • Preparing and releasing official statistical data by Natalie Shlomo
    • Sharing research data, data standards and improving opportunities for creating visualisations by Vetria Byrd: A good primer on the steps that go into data visualization
    • Open source, version control and software sustainability by Ildikó Vancsa: An excellent summation of the open source software development process.

Partners for Preservation is an e-book available from The Ohio State University Libraries (https://library.ohio-state.edu/search/t?SEARCH=Partners+for+Preservation+&searchscope=7) for students, staff, faculty and alumni.

Digital accessibility improvement on the University Libraries’ website

Improving digital accessibility will ensure that all library users are able to access and engage with the digital resources that the University Libraries provide. So Applications Development & Operations (AD&O), is excited to announce digital accessibility improvements to the University Libraries’ website.

After an initial scan of the website’s digital accessibility in August of 2021, Phoebe Kim performed a full manual evaluation during November of 2021, focusing on the framework as opposed to the content.

Starting January of 2022, Phoebe Kim and Henry Kolimba collaborated on improvements to these identified issues, some of which include:

  Low Contrast

  • Why It Matters: Adequate contrast of text is necessary for all users, especially users with low vision.
  • Remediation: Added new styles to increase the contrast between the foreground (text) color and the background color.

Empty Link

  • Why It Matters: If a link contains no text, the function or purpose of the link will not be presented to the user. This can introduce confusion for keyboard and screen reader users.
  • Remediation: Updated the empty link and provided text within the link that describes the functionality and/or target of that link.

Empty Heading:

  • Why It Matters: Some users, especially keyboard and screen reader users, often navigate by heading elements. An empty heading will present no information and may introduce confusion.
  • Remediation: Fixed all headings containing informative content.

Missing form label

  • Why It Matters: If a form control does not have a properly associated text label, the function or purpose of that form control may not be presented to screen reader users. Form labels also provide visible descriptions and larger clickable targets for form controls.
  • Remediation: Ensure the text label for a form control is visible, used the <label> element to associate it with its respective form control. If there was no visible label one of the following remediations has been applied: 1) provided an associated label, 2) added a descriptive title attribute to the form control, 3) referenced the label(s) using aria-labelledby.

 Multiple form labels: 

  • Why It Matters: A form control should have at most one associated label element. If more than one label element is associated with the control, assistive technology may not read the appropriate label. 
  • Remediation: Ensure that at most one label element was associated with the form control. If multiple form labels were necessary, used aria-labelledby.

Broken ARIA reference:

  • Why It Matters: ARIA labels and descriptions will not be presented if the element referenced does not exist on the page.
  • Remediation: Checked and confirmed the element referenced in the aria-labelledby or aria-describedby attribute value was present within the page and presented a proper label or description.

Out of 30 sampled web pages on the university library website, the total number of errors declined from 215 to 40 as well as low contrast issues from 93 to 0.

Regarding the remaining 40 open issues, these were caused by 3rd party add-on code, and we plan to work with 3rd party vendors or find new plug-ins to address these remaining issues.

Accessibility Scan Results – August 2021

August-2022 scan result

 

 

 

 

 

 

Accessibility Scan Results – February 2022

Feb 2022 scan result

Sierra Free Fall Forum Fridays

The Innovative Users Group is pleased to offer five different virtual forum opportunities on the five Fridays in October

How much will this cost me? Zip, zero, zilch. IUG is hosting the forum festival at no additional charge to members.

What is it: 2 hours each Friday in October set aside for forums on various topics.

When can I register? Now! Use the links below to register for the topics of interest. Note each topic has a separate link to the Sierra sessions on Zoom.

Scheduled topics

October 1 Circulation Registration: 11am ET

October 8 System Administration Registration: 1pm ET

October 15 Reporting/Statistics Registration: 11am ET

October 22 Cataloging Registration: 1pm ET

October 29 PAC/Discovery Registration: 11am ET

Join a forum to share information, ideas, tips and tricks, challenges, and best practices.

New features available in Sierra Release 5.3

The Libraries upgraded to Sierra Release 5.3 on August 5. With this upgrade, some new features are available, along with some reported issues now resolved.  Details by category follow.

New features

General
Cataloging
Circulation
Create Lists

Resolved issues

Acquisitions
Cataloging
Circulation
Create Lists
Electronic Resource Management
Inn-Reach (OhioLINK)
Serials
SierraWeb
WebPAC
Continue reading

Reserve group study rooms with the Ohio State mobile app

Undergraduate Student Government (USG) and OCIO student focus groups have validated that the ability to reserve rooms in Libraries buildings is a valued service and should be made available through the Ohio State app. The Web and Mobile team in OCIO and Application Development & Operations in the Libraries have been collaborating to meet this need by developing a linkage between the Libraries’ Room Reservation System and the mobile app. On August 10, the Ohio State app will enable a feature for reserving group study rooms in Thompson Library, 18th Avenue Library (not including Research Commons), and Biological Sciences/Pharmacy Library. Please direct students to the app to reserve rooms in those buildings. (Instructions: https://library.osu.edu/portal/confluence/display/IH/Reserving+study+rooms+with+the+Ohio+State+app)

AD&O would like to express appreciation to Lila Andersen, the Room Reservation System product owner; Sue Beck, project manager; Chris Bartos, the lead developer on this project; and the OCIO Web and Mobile team.

New WorldCat Discovery Interface

OCLC has updated WorldCat Discovery to a new, modernized interface. The new look will launch for OSU Libraries on Wednesday, August 4.  Beginning on that day, if you enter search terms in the WorldCat@OSU search box from the main library page, the results will redirect to the updated version. For more information about the new design, please review items marked NEW and REDESIGNED in the document from OCLC, “Features in the redesigned WorldCat Discovery interface,” or stream this 7:12 video that provides an overview of the redesign.

Please contact Michelle Henley(.77) if you have any questions or concerns.

Library catalog and Sierra will be unavailable on Thursday, August 5 from 5am – 7am

The Libraries IT division has scheduled an upgrade for Sierra on Thursday, August 5 beginning at 5:00 am. We chose that date because it occurs at the end of the Summer semester when the number of people affected by the downtime will be diminished. By scheduling it in the early morning, it is less likely that staff workflow will be disrupted.

As Sierra is upgraded, we don’t expect the system to be down for more than two hours, but we will send out an update should that time be extended for any reason.

What will be unavailable while the system is upgraded?

  • The OSU Libraries Catalog will be unavailable; patrons should use Discover or the OhioLINK catalog to search for our collections
  • Patrons will not be able to access their library account, so they can not place holds or renew print materials
  • Discover will be missing information about whether a print title is available for checkout or not
  • Pickup and overdue notices will not be sent
  • Both the Sierra Desktop Application and SierraWeb will not be available to employees

If have any problems following the upgrade, please report them to HUB (go.osu.edu/hub). 

AD&O 2021Q2

Happy Summer!

Young woman playfully climbing a tree branch.

Applications Development & Operations planned a Quarter of Discovery – a series of major changes to Discover, but mostly changes that aren’t visible to most folks. Before we started that however, we had a few things from the first quarter to wrap up. We did the final tweaks we needed to do to launch the Special Collections Registry updates. We launched the major upgrades for the Digital Collections bulk import functionality.

D2 Cloud

This project moves the Discover application from our existing on-premises VMWare infrastructure to our Amazon Web Services platform. We didn’t take that extra set of plates to the thrift store, but we have been taking the opportunity to consolidate our code, tighten up our indexing, and improve our start-up and logging. It is running great on our test instance and we plan to launch soon. With any luck, you won’t notice a thing!

Discover Subject Guides

We have been developing a Discover search against the titles of our Librarians’ Subject Guides and including them at the top of the search results. This is in testing by our partners and should be ready for Fall Semester.

Digital Accessibility for Discover

We’ve been redesigning the User Experience in Discover for visitors using screen readers. This is still in progress, but we’ve better labeled navigation elements and screen regions so that it is easier to understand where you are and navigate to where you’d like to go next. We’ve also refined the user interface to be better for folks using smaller mobile screens. These are incremental steps in our Digital Accessibility journey, so look forward to seeing more updates about this exciting work.

AWS Migration

Other projects that we’re doing in our on-going cloud infrastructure migration include:

  • Wrapping up our data backup strategy (S3),
  • Making our jump host more secure,
  • Migrating to an improved production cluster,
  • Preparing a gateway server (1web)
  • Designing a implementation of our single-sign-on (Shibboleth)
  • Refining our log monitoring systems for security and performance monitoring

Else

No, not the Ice Princess❄️, the other things we worked on!
Security patches, TX hangs, planning updates to Jira and Confluence, WordPress plugin Updates, accessibility changes in the Catalog, getting ready for adding Room Reservations to OSU Mobile application, lots of security monitoring, risk assessment, php upgrades, hiring committees, and Step3 evaluations!

Changes to ‘My Account’ for the Libraries Catalog starting Monday, May 3

Beginning Monday, May 3, the library catalog will offer a more secure and convenient way for users to access their library account. These changes will ensure greater protection of a user’s private data (names, addresses, materials checked out, fines, etc.), while at the same time, standardizing access with an Ohio State Username (lastname.#@osu.edu) for the majority of library users. 

Screenshot of My Account icon on Ohio State Libraries' site header

My Account icon on Ohio State University Libraries’ site header

Rather than logging in to view your patron account with name and Ohio State ID#, the majority of library users—about 94%—will instead enter an Ohio State Username (lastname.#@osu.edu) and password. This account is managed at the Identity and Access Management site (my.osu.edu) and is the method used for access to similar data-sensitive systems at Ohio State.

Example of other data-sensitive system prompts

Example of other data-sensitive system prompts

A subset of our users who do not have accounts with my.osu.edu (for example: students and employees of technical colleges that are affiliated with our regional library locations) will use an alternative form of authentication. To increase the security standards for all our users, on May 3 this subset will need to create a secure PIN (personal identification number) to access their library account. The PIN must be alpha-numeric and eight (8) characters long. This means the PIN must include a minimum of eight characters and contain a  mix of numbers (0 – 9) and letters (a – z, A – Z). If you fall in this group, you will be prompted to set up your PIN the first time you try to access your account. 

Example of PIN set up prompt. You will receive an email that will include instructions and a link to set up the PIN

Example of PIN set up prompt. After filling in requested fields, you will receive an email that will include instructions and a link to set up the PIN

After setting up your PIN, you will use your university/Ohio State ID and your PIN to access your account in the library catalog.

Updated form to log in to library catalog account

Updated form to log in to library catalog account

Once you log in, you can view the items you have checked out, renew items that are due and place requests for items you wish to have delivered to a more convenient location, such as one of the libraries near you, or even your dorm or office location.

 

Screenshot demonstrating a request being placed for pickup of a book from the library catalog

Screenshot demonstrating a request being placed for pickup of a book from the library catalog

Going forward, when you log into your catalog account, you will be prompted to log in with either your my.osu.edu ID information, or Ohio State number and PIN. Please contact henley.77 (at) osu.edu if you have any questions.

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