OCLC tries to checkmate

This past week I heard rumors about pending changes to OCLC’s policy governing use of records contributed to WorldCat. There was every reason to be concerned about these changes even before the details of what they contain were “leaked.” I just finished reading a post by Terry Reese on this topic, and Terry makes very good points. Basically, based on what I’ve read, I agree that OCLC is trying to checkmate the likes of LibraryThing and others by monopolizing control over library-generated metadata. Oh right, I forgot, this is “for the benefit of its members.” Ugh. Please, folks, wake up and smell the coffee on this.  I find it interesting that Terry raises comparisons with Microsoft (and AT&T), something that I’ve done many times in the past.

Really annoying Microsoft Office limitation

I am really annoyed by a longstanding Microsoft Office limitation. In its great wisdom, Microsoft decided to restrict hyperlink entries, e.g. in a Word document, to 255 characters. In this day and age it is routine to have URLs much longer than 255 characters. Get with it Microsoft! And oh by the way, if anyone, anywhere can just a viable workaround, please let me know. I am desperate. (Using a URL shortening service isn’t an option and the option in Word of setting a base URL doesn’t help either.)

Having computers understand what humans write

Jon Udell of Microsoft recently referred back to a quote from Sergey Brin, Google co-founder, who stated the following in response to a question about RDF and the Semantic Web:

“Look, putting angle brackets around things is not a technology, by itself. I’d rather make progress by having computers understand what humans write, than by forcing humans to write in ways computers can understand.”

I find this statement really interesting. I’m not sure that I’ve sufficiently wrapped my mind around its implications but I think it is part of the core of what has made Google search so successful. People, especially librarians, may be critical of the so-called “Google effect” but I just can’t fault them too much frankly on that because I think this statement or philosophy is spot on. It puts the human as front and center and in control, not computers or technology.

It is really, really hard work to make technology look easy for humans, or to make it work effortlessly for them. I’ve often used the analogy of how serene a duck looks as it glides across a lake. What isn’t seen is the tremendous activity taking place below the water’s surface as the duck actively paddles its feet to propel it across the water. Google is fortunate to be in a position to throw tremendous amounts of brainpower and sheer numbers of people into projects to make technology understand what humans want or expect. As a result they can offer the simplicity and ease of use of their search platform (and other offerings).

I love the Spanish word, ojalá, that captures what I feel about this: “Oh how I wish” that we who work in libraries had the luxury of more brainpower and more manpower to crack tough technological nuts to provide better services for our users! I am not meaning that technological solutions are the only ways to provide better service; that is just what I am focusing on as I think about this statement of Brin’s. I am not sure what to do about it personally or professionally, although I am in strong support of open communities of practice rather than closed silos where data (and to some extent, technologies for utilizing that data) are kept under lock and key.

BI, oh my

I’m still getting used to corporate lingo and ways of doing things. Frankly I often try to suppress the instinct to roll my eyes with a lot of it because there is quite a bit of nonsense in it. Or else corporate types run around looking earnest and thinking they’re inventive by using buzzwords that mean exactly the same thing as something that’s been around for years. (Think ‘taxonomy’ vs. ‘cataloging.’ Yeah I know, technically they aren’t equivalent but they are kissing cousins and principles they use are much the same. It’s like cataloging for dummies.)

Today I was reading a post published in the Forrester Information and Knowledge Management Blog that talks about BI. Now as a longtime librarian, my immediate reaction was, huh?! BI? Oh my, are they talking about library BI (bibliographic instruction)? Nope. BI = business intelligence. Ok, I say to myself, just go with it. Actually the post is well worth reading, lingo aside. The author mentions the fact that the most commonly used BI tool is Microsoft Excel. I found that interesting. I use Excel quite a lot. So I’m doing BI too, just not the kind I thought he was talking about at first ;-) He also mentions that Google has added pivot table functionality to its Google Spreadsheets tool. To me that’s a big deal because I find pivot tables one of the most useful if little understood or used parts of Excel. I’ll have to go try it out. I know that those in “the enterprise” quite often turn up their noses at what Google is doing in terms of appealing to “enterprise users” with its web-based tools. But I think Google is really onto something here. Anything that breaks the stranglehold of Microsoft on such office tools is a good thing, in my opinion.

I’ve been using Excel quite a bit lately to track issues and problems reported to me or discovered by me or my team relating to the systems and services I manage in my library. This is something new for me even though the work itself isn’t. I’ve been told that “we need more metrics, metrics, metrics” so by gum, I’m going to provide metrics up the whazzoo. A friend and colleague in my library had already started using Excel in this way last year for a similar purpose. Even though it’s all a bit crude, you know what? It works. So I decided to copy what she did and modify it for my needs. It takes some getting used to and sometimes I wonder if the time spent on keeping it up to date is worth it. (E.g. should I track how much time I spend just on keeping it current?!) I started it with high hopes and kept it going for a few days, then came a huge influx of severe problems from all sides, I got overwhelmed just trying to address them, and neglected the issue log. In the last week or so I finally was able to get caught up.

One of the lessons I’m learning about doing this is that it’s only as good a tool as the amount of time you invest in it. I also am learning that although it might seem crude and surely there are more elegant solutions out there somewhere, it works for me and makes use of an existing tool. There’s more. As the evidence gets built up in the issue log, I am getting excited about the possibilities it provides for providing concrete facts and figures about what me and my team are doing, day in and day out. This becomes a record that helps demonstrate our value to our organization in new ways. I have very little staff or other resources at my disposal. I know we are doing a great job and that we can always improve. But our efforts aren’t recognized or valued a whole lot. Looking at trends and patterns in the issue log will help me combat the myopia.

Answers to Roy Tennant’s questions

Several times over the past year or so, I have offered up criticisms of OCLC. OCLC is a staple of the library world, especially here in the U.S., but its reach is global and it is expanding all the time. The simplest or most concise way of expressing my criticisms is to say that I think OCLC is the Microsoft of the library world.Roy Tennant, a respected colleague who recently joined OCLC, and has taken issue with my criticisms a couple of times. His latest response poses several good questions and I’ve purposely taken my time in considering how to respond. What follows are statements or questions excerpted from Roy’s lengthy comment on a previous post. Please be sure to read the whole thing.1.) “We’re a not-for-profit membership organization. We’re not Google, for cryin’ out loud, or Microsoft, or Innovative Interfaces, or (name your favorite commercial company here).”OCLC is a not-for-profit membership organization, sure. But in my view, that is true in name only. OCLC behaves in ways that are similar to the businesses you name, and more than that, it has a growing monopoly over library data and services that I think makes a legitimate comparison to say, Microsoft’s monopoly and control of the OS and most of the critical desktop applications we use. Microsoft, Google, and others are for-profit, yes. But I still believe there are legitimate comparisons. Especially when I think of the control ceded to OCLC of the data we librarians create — control that inhibits, rather than fosters, libraries’ use of their own data for innovative applications that serve their own needs.2.) “But I still have a hard time figuring out what your root beef is — is it that you object to the cost of particular services? What, exactly, do you think needs to be changed? Would you prefer that libraries NOT have an organization that instead of being focused on making a buck actually plows the investments of individual libraries into research and products that leverage the benefits to all libraries?”I’m not sure why it is so hard to figure out. I’ve stated quite plainly what my “root beef(s)” are, including OCLC’s control of library (MARC) data, its growing monopoly of library data and services, what I believe are high costs of many of its services. I’ve also made it very clear that in spite of repeatedly being told that OCLC is “our” (implying all libraries) organization, that it is a membership driven organization, I for one do not feel that OCLC is “my” organization and I never have. And I resent being told that it is. Now, technically speaking, my library is an OCLC member but if I had my druthers we wouldn’t be. Why? Because I see very little value for the amount of money spent, and because I believe we can get better service for cheaper by doing things on our own.3.) “So I’m grasping at straws here to understand how we’ve hurt you so.”
Roy, with all due respect, it seems a little silly for you to think that you (OCLC) have “hurt” me in some way. The implication in that statement is that I am miffed about something, that this is personal, that OCLC has disappointed or rejected me in some way. That implication sort of demeans what I believe are legitimate and objective criticisms of the organization.4.) “How many of your postings pillory vendors owned by investment firms with no interest in libraries except for whatever return on their investment they can squeeze from them?”Well, since you ask, probably just as many as those that have openly criticized OCLC. And unlike several other prominent vendor naysayers in the library field, I have worked for one of those “vendors owned by investments firms with no interest in libraries except for whatever return on their investment they can squeeze from them.” Having had that experience, I can say that your broad strokes characterization is way too simplistic and frankly, unbalanced. That is not to say that such vendors are without flaw. There are very good reasons why I no longer work for such a vendor. I have lots of reasons to be critical of vendors but one of the important lessons I gained from working in that environment is that things aren’t so black and white as I used to think, i.e. libraries=good, vendors=bad. I found that there are many very thoughtful, innovative librarians working in vendor settings who care every bit as much, if not more, about the things that you and I care about, who want to see libraries succeed, who support and encourage professional involvement. (Ironically, in my experience, vendors support professional involvement to a degree unmatched by any library I have ever worked for). Vendors, like libraries, also have more than their fair share of incompetence, inefficiencies, and dysfunctional organizations and practices. Frankly, OCLC is every bit as much of a vendor in my view as a company like Innovative Interfaces or Ex Libris. OCLC has done, and continues to do, many very good things. But it also does many things badly, just like any other vendor (or library, for that matter).5.) “I can think of no better time to come together around common problems and build common solutions. Can you? What would your world be without OCLC? Even if you think we do nothing for you now, wait three years and ask yourself the same question.”I agree that the vision you articulate sounds wonderful and desirable. The big difference between you and me, though, is that I do not see OCLC as the only or main vehicle for achieving that vision. In fact, I strongly distrust OCLC (obviously). I think that placing all of our eggs in the OCLC basket, to make OCLC the savior of the library world, is a very flawed approach. I think there are many very exciting technological and functional developments occurring at the local level or in open communities of practice. I prefer to work in those environments and to invest in those areas, and not leave it up to OCLC.

Responses to OCLC criticism

A few people including Sarah Houghton-Jan (Librarian in Black) and Carol Ou commented on a recent post I wrote comparing OCLC to Microsoft. Roy Tennant responded to this post on the hangingtogether blog, written by former RLG – now OCLC employees. Roy also responded to Carol Ou’s idea about FRBRizing local library catalog records for free. I thought I’d repost Carol’s original comment here along with Roy’s reply because I think this dialog deserves more attention and thought. Having it in the comments to that post may have effectively squashed the conversation:

Here is a portion of Carol’s original comment:

…One way OCLC could convince me that they’re truly a member organization though, with the best interests of libraries at heart, would be to FRBRize all their member libraries’ individual library catalogs for free. And I don’t mean via WorldCat local, but in analyzing our records per their algorithm and then handing those records back to us to do what we will. After all, the majority of the original bib records were created by individual library catalogers, and our fees certainly helped pay for any R&D. How about it, OCLC?

And here is Roy’s response:

That is an interesting idea, and one that may be worth pursuing if we can determine what, if anything, you would be able to do with these “FRBRized records” once they were produced for you. One of the problems is that our present integrated library systems (ILS) are mostly not set up to deal with such grouped records. We can’t simply hand you a smaller set of records than you gave us, that would be mostly useless. You need to have a system that can take advantage of FRBR relationships. In other words, although you can find out right now which items you have that may be related by using the OCLC xISBN service (see http://worldcat.org/affiliate/webservices/xisbn/app.jsp ), it is really more complicated than that. You may need to have a system that can deal with a grouped display but also allow someone to see the individual items that are part of that group. So although the initial idea is intriguing, I think it requires a bit more thought to be something that we could consider as a service to provide to our members. But I really want to know if this is something you could put to work today in your ILS, so if it is, let me know directly at roy_tennant@oclc.org. Thanks!

How about it, any readers who have an opinion on this proposal?

Editor indecisiveness

I have yet to standardize on one, single way to post to this blog. I never seem to find the perfect fit — if there is such a thing. And maybe it is ok to use multiple ways to post. Some of the editors and/or posting methods I’ve used include the following:

  • Log in to WordPress admin and write a post there
  • Use Flock‘s built-in editor
  • Windows Live Writer
  • WordPress Dashboard widget (OS X)
  • Blog by email

And this isn’t all. There are some more editors or methods I’ve used that I can’t recall right now. I’ve tried a whole bunch of different ones.

Bet you would never guess that I’d point to a Microsoft product as one I’m liking more and more: Windows Live Writer. (To paraphrase or misuse a well known Bible verse: “Can anything good come out of Nazareth Redmond?”)

Although it is still officially in beta, I am using ver. 1.0 and enjoying its features, including the fact that there is a small but growing set of third party plug-ins for things I might use. Among them are plug-ins for inserting Snagit screen captures, Technorati tags, Flickr images, Bible verses, maps, tables, videos, and more. It seems to format the output nicely and correctly (something that hasn’t been the case in the past for some Microsoft products), and offers one of the best preview options I’ve seen anywhere. I also like the fact that there are several good keystroke shortcuts built-in.

OCLC: the Microsoft of the Library World?

Recently Roy Tennant joined OCLC and explained his reasons for taking this step in a post on the Library Journal: Digital Libraries blog. Roy is someone whom I admire and respect, a visionary and great communicator about technology and libraries. He has done, and continues to do, a huge amount of great things.

When I saw Roy’s posting I decided (maybe foolishly) to write a comment on it (see it here). In that comment I mentioned that while I respected his decision, I didn’t really agree that “OCLC is us” and I used that forum to label OCLC as the Microsoft of the library world. I had also used that characterization in a comment posted to The FRBR Blog a few days before. This drew the ire of at least one OCLC staff member who commented on how easy it was to use labels.

I have thought this way about OCLC for years. It isn’t something new that I came up with recently. To me, OCLC is an entity always to be reckoned with in terms of library technology in the same way that Microsoft is all-pervasive in personal computing generally. That doesn’t mean that all that they do or that their business model as a whole is laudable and always good for libraries. There are other comparisons that seem to fit, including what I think are over-priced services that most libraries seem to blithely accept without critical evaluation of whether they truly meet our needs, a fierce protectiveness of intellectual property that really doesn’t belong to them (in my opinion) in the first place but instead belongs with individual libraries who’ve actually created that intellectual content.

I think there are pros and cons in evaluating OCLC. My position, such as it is, is simply that we as a library community should be wary of monopolies of any sort, that we do not just accept without questioning the premise that OCLC’s approach is the best or in the best interests of libraries, and that we value diversity in terms of options for systems and services available to us in fulfilling the missions of our individual libraries.

Google as a vast online storage library

I just came across an insightful article by Michael Calore of Wired News that describes his attempt to transition away from desktop-based office applications in favor of Google’s web-based applications. Mainly this involved switching from tools like Microsoft Word in favor of Google’s Docs & Spreadsheets web application. See the link at the bottom of this post to read the article in full.

One snippet of Calore’s that particularly caught my eye was that he “began to use Google as a vast online storage library”.

I highly recommend reading this article because it highlights many of the issues that those who try Google’s approach need to grapple with, especially in the workplace. There is a lot of discussion, for instance, about the issues of privacy, security, and accessibility, and of how our experiences with Google’s approach are colored by decades of using desktop PC-based software like Microsoft Office. I was intrigued with the point that we need to re-program ourselves in some ways in order to make effective use of Docs & Spreadsheets. It’s very much like how I felt when I first started using GMail. I was so used to spending time sorting through emails, conscientiously deleting those I no longer needed, filing others into folders, etc., that GMail’s totally opposite approach (store everything, delete nothing) was quite disconcerting at first, so much so that I was reluctant to make the switch. After a while, though, I became used to it and I realized how liberating Google’s approach to email really is.

Similarly, I have played around with Docs & Spreadsheets every once in a while and I have not quite gotten over the hump in terms of adopting it as a replacement for Word and Excel. I have run into many of the same problems that Calore describes in his article. Calore mentions the announcement from Google earlier this week about adding in a Powerpoint-like application to the mix in the near future. I think I will have to concentrate some time like the author did on making a cold turkey switch.

Many people feel distrust when it comes to Google and the storage of their email and other personal information. I think such distrust is well founded and healthy, not just with Google but with just about all online, web-based applications. There was mention made in the article about how people inherently trust their email systems without understanding how very insecure email is, by its very nature. This point helps to put such fears about Google into perspective.

Link to Livin’ la Vida Google: A Month-Long Dive Into Web-Based Apps -

LiveSerials: read what’s happening at UKSG

A belated note that UKSG has a conference blog open for their annual conference and they are already reporting some good summaries of conference presentations from today’s session (today is the start of the conference). Check it out at http://liveserials.blogspot.com/index.html. I was particularly interested to read the summary of the opening session featuring Microsoft’s Director of Publishing Evangelism (ucky title), Google’s Manager of Strategic Partner Development, and T. Scott Plutchak, among others. I’ve been to UKSG’s conference twice and consider myself fortunate to have been given that experience. It is a great conference.