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I’ve been working on putting together information about how to use Wordpress as a content management system. I first got interested in this topic while I was working on the blogging book. Partly because of libraries like Lamson Library at Plymouth State and Cook Memorial Library both who use Scriblio which is based on Wordpress.

Now I’m teaching a workshop on open source content management systems and also writing about them for another book. So I’ve gotten to know Wordpress REALLY, REALLY well.

The truth is that Wordpress with a few plugins and modifications of templates, makes a good CMS on its own. For small public libraries, Wordpress is a good way of managing a library website.

When I tell most people this they look at me like I’ve a little nuts and trying to jam a square peg in a round hole. To prove my point and learn the ins and outs of how to do this, I picked a small public library site and started to migrate their content into Wordpress. While I hit some snags with particular types of content, for the most part I was able to handle the content I wanted in Wordpress.

The key to doing this is using the Template function in Wordpress to give different pages or sets of pages different templates.

If your PHP skills are lacking, there is a set of plugins that can help you accomplish the same kind of thing. One important one is Widget Logic which basically allows you to apply conditional logic to your widgets without having to know PHP or Wordpress functions.

Another trick is to use the Links and Link Categories piece of Wordpress along with the Blogroll Links plugin to organize and display your links. This is how I handled links to library databases and it works surprisingly well.

Another really useful plugin is the OpenBook Book Data plugin. This plugin draws information from the Open Library project (title, author, book cover, etc) and adds it to a blog post. Great if your library creates book review or discussion posts.

Two areas where plugins are lacking or not what I’d like them to be are Events and Contact Information. While there are some event management plugins out there. I haven’t found one that I really like yet. The main problem is with how the plugin choose to display contact list information not how one enters it. If I had more time before my workshop, I could probably rewrite the plugin to do what I wanted. However, i just don’t have that time to commit right now.

Contact information is somewhat similar. The Address Book plugin provides somewhat similar functionality but I need it to have different fields, take parameters so I can only show a particular address or groups of addresses, and be widgetized. Yet again, some coding time could remedy this, but I just don’t have it right now.

Working to use Wordpress as a CMS has taught me so many new things. I’m still working on this project though so I expect to find even more stuff as I pull the reminder of my presentation together.

Serendipity

It is really nice when something you are working on or learning about dovetails with something someone else is doing. I’ve been gearing up for a mobile web / mobile devices project at UH. As part of this I’ve been doing testing and research on mobile devices, particularly iPhone/iPod Touch. It was so nice that ALA published a Library Technology Report by Elyssa Kroski entitled “On the Move with the Mobile Web: Libraries and Mobile Technologies” earlier this year. Although Elyssa’s LTR doesn’t focus on the devices I’m interested in, it does give a good overview of the mobile arena and how libraries have been using mobile devices thus far.

At the same time, today on lita-l a librarian from Abilene Christian University posted the following question

Our campus recently issued iPhone/iTouches to incoming freshmen.
There is a huge push to optimize as many educational tools as possible
for mobile devices.  One of the library’s biggest priorities is to
have a mobile version of our library catalog.

Does anyone know of a good catalog overlay that already exists in a
mobile version?  We like VuFind as a general product but were hoping
for something more mobile-ready.  We also don’t know how user-friendly
the implementation is.  I’d appreciate the benefit of this group’s
experience.

The irony of this is I’ve been considering just this issue. I’ve also been working on an article about the potential impact of iPhone/iTouch on library services. So it was gratifying to see someone else struggling with the same issue. For me it drove home the fact that “this is a piece of technology which is going to impact us”. So many people look at iPhone/iTouch as a technology flavor of the month but I feel differently for a couple of reasons.

First, I believe that the interface we see in the iPhone/iTouch is the shape of things to come. We need to get used to this idea. This means device specific applications and mobile optimized websites. Second, Apple is set themselves up to have HUGE market penetration with these products. They have been running a special where students, faculty and staff of universities can purchase a new computer and get a iPod Touch for free. Add to this the success of iTunes U as a method for distributing university course content. All of this should make libraries sit up and take NOTICE.

I’m not sure I have exact answers on how libraries should be dealing with this. However, I do know that we need to spend some time exploring possible avenues in this area. At UH that means developing a mobile version of our site and trying to build some iPhone/iTouch library applications. It also means investigating putting our content (library tutorials) into the university’s iTunes U. We’re moving forward with our pilot project and I will try to report back as often as I can about how it is going.

There really are so many things I like about my job. I work for an organization that I believe in and feel valuable by. I have super smart, savvy, dedicated staff. I get to collaborate with great people throughout the library on lots of different projects. But probably what I like BEST about my job is the fact that I get to experiment and try new things on a regular basis. This in turn gives me the opportunity to talk, teach and write about what I’m doing. For me it just doesn’t get any better than this.

To give you some idea what I’m talking about, I’ve been working on three projects over the summer. The first one was working with the WorldCat Search API to develop a WorldCat Wordpress Widget. The second project has been learning Drupal, in order to support the YourBIGWIG site and also our library’s intranet. The final project has been working on developing mobile applications and services using iPod Touch. Parts of each of these projects will continue for me in the fall along with some new projects involving APIs and digital library related stuff.

Truthfully, you can’t get three more diverse projects to work on at the same time. But that is what I like about my job. It is so varied that I can move from one project to another when I get stuck, burned out, bored or have just had my fill. It also gives me the chance to explore things that interest me and write about lots of different stuff. I told a colleague the other day that I was pretty sure that barring the preconferences I teach for Internet Librarian and Computers in Libraries I’ve never given the same talk (or even close to) twice.

It is nice because I don’t get put in a particular box as far as my work and I get to catch my colleagues off guard sometimes when I tell them what I’m working on.

Ed Vielmetti has an interesting post about library related apps for the iPhone and Open Worldcat. He suggests that it would be great if there were an iPhone specific app for Open WorldCat. My reaction is “hell yeah”.

At UH we are thinking about building an Open WorldCat app for iPhones and iPod Touches. This is in part due to the mobile project we are kicking off this fall. However, I’m still trying to figure out how widely we can distribute something like this because of how the API agreement is written. Certainly we can make it available to our students, faculty and staff. But I’m not sure if we have to authenticate the download. Also, there are rules about what pieces of the services we can use/expose if we DON’T authenticate our users.

Most of last Thursday was spent just playing with the iPod Touch that arrived a week ago Monday. Lucky for me a couple of my staff already have iPhones so they could tell me how some things worked. My over reaction was iPod Touch “how do I love thee, let me count the ways”. The only issue I encountered was that I want to install apps on them and to do this I need to upgrade them at a cost of $9.99 a piece. It isn’t the money that is the issue but more the fact that I can’t get iTunes to play nice with my University credit card and you can’t buy this upgrade any other way. Not to mention the fact that I need multiple copies of the upgrade. Until we get this we really can’t develop and test our own apps.

Still I managed to get three setup and distributed to the members of my group who is doing the pilot project. The initial reactions of people are good but we’ve got some training to do still and some other materials to put together to help people get started. All and all though I’m pretty enthusiastic about the project and the possibilities.

Interview at LibGig

Amelia Abreu a former colleague of mine at UH interviewed me for LibGig. Amelia asked some really good questions that I haven’t been asked before in relation to my career and success. Doing the interview was fun because I got to talk a little bit about how I became a librarian as well as what I do now. It was a nice break from my day to day grind to get reflect a bit on where I’m at in my career and how I got here.

Each one teach one

Jason Griffey has a great post on the ALA TechSource blog about teaching others about new technologies and the gaps in what different librarian know about technologies. Several things struck me about Jason’s post. The first was Jason’s and several other geek librarian folks unending willingness to share their knowledge and experiences with others. This is such a powerful thing and I think one of the best ways we learn new stuff. I love talking to my geek librarian friends about new tech. I’ll never forgot DLK letting me try out our library website on his iPhone or quizzing Jason at length about his Kindle.

Because of my blog and writing, I also often get questions about technology and libraries. Some I can answer, some I don’t feel comfortable doing so and try to forward the person to a more appropriate contact. I really enjoy these interaction as well, especially when I can share a piece of software or hardware with someone that I think is trivial but for them it is a big deal. I’m genuinely surprised by what technologies my colleagues are and are not familiar with.

The idea of each one teach one is dear to my heart. The basic idea is to share what you know with others. So everyone who gets shown something new needs to find someone and show them something new. You’d be surprise how extremely effective this type of one-on-one instruction is. I’ve found it much more successful in getting librarians to adopt our CMS if a non-system person shows them how to use it.

Some of this is us geeks get too geeky for our own good sometimes. Some of it is that our reputation makes us less approachable. But the truth is most of us don’t have innate technical knowledge, we are tinkers at heart. This means we play with stuff and we like to help others play with stuff.

One thing I really like that my library is doing to encourage innovation and playing is rewarding microgrants to staff and librarian to further our strategic directions. I received word yesterday that the microgrant proposal that I’m the team leader on was accepted. The money will fund the purchase of iPod Touchs for us to use to pilot mobile services. The best thing about the grant is that the majority of the hardware will be in the hands of Public Services staff. Web Services will only have 1 iPod to share among ourselves. I see this as a good thing because it will expose our librarian to a new technology that many of our students are using. They will get the experience of playing with the technology themselves and evaluating how it does or doesn’t meet their needs.

If we could do more of this in librarianship maybe there would be less of an innovation gap between libraries and librarians. In the meantime, we all need to do our part and share our knowledge and maybe even toys with others. Everyone will be reacher for the experience

The last week I’ve spent a significant amount of my time doing clean up work, documentation and policy writing. Part of this is that the staff of Web Services has grown from 3 when I started 3 years to 5 1/2 currently. While that is a great thing, it means that there is a great chance that people will do things differently from one another, information is lost, etc. So I’ve been expanding our documentation quite a bit. Some of it is information internal to Web Services. Some of it is useful to our librarians and staff using our systems. Some of it is rules.

At the same time, I’ve been going through and deleting, cleaning up old code, dropping stored procedures and tables from our database that are not longer used and trying to get a handle on the stuff that isn’t where it should be. Three years in I’m still finding pieces of weirdness that pre-date me. My favorite is intranet content, data, applications on web servers for the public website. We are putting Drupal into place for our intranet so we need to get a handle on this stuff, organize it and move it into the new system. Personally I can’t wait for the new intranet. I’m probably going to put as much stuff there as humanly possible. I like the notion of everything in one place.

The worst part of this job for me is updating the system diagrams. I’m not very adept at drawing so I hate working on these but I seem to have the best handle on what needs updating. To get through this I’m having to take intermittent breaks to not lose my mind. Hopefully once things are cleaned up I can move on to more interesting work, like reading about technical metadata and the API for our digital library system.

It has been interesting to read and hear various people’s reactions to the Top Tech Trends panel from this year’s ALA. It is sort of weird having been a participant but not being physically there and seeing people’s comments. Many of the things people mentioned in their comments (the audio issues) I noticed while participating some I didn’t (like the lighting on my end), but the thing was, once things kicked off there was really no going back.

Because I feel like it needs to be said, Maurice, Sarah, and I did testing before ALA and again before the program itself. We all were concerned with it working reasonably well. I don’t think Sarah, Maurice or I would have suggested we go forward with it if our tests hadn’t gone relatively well. Some of might ask why not try it on a smaller scale? Why subject conference participants to a “test”? The difficult thing about trying something like this, is that you just don’t know how it is going to work out until you try it for real. At ALA you really don’t know what you are going to walk into in a room for a session. How do I know this? I’ve been a integral part of putting together the Social Software Showcase for the last two years. The fact that one can’t get information about whether or not wireless will be freely available; how the audio system is going to work in the room what the lighting might be, or the shape of the room; is not at all uncommon. Its all a potential surprise until you get to the room itself. To say this is frustrating for session organizers would be putting it mildly.

I’m not telling you this as an excuse but merely a statement of circumstances. The bottom line is you just can’t test sufficiently and there are so many variables out of your control as a session organizer that you either roll with it or have ulcer creating levels of anxiety. I’m sure Maurice was doing his best not to lose it at the actual session. Maybe he should have said, “Karen, Sarah this isn’t working, we gave it our best, we appreciate the time you have take and your willingness to contribute and look forward to seeing your trends on LITABlog”. This way the live panel could have moved on, but I also think he didn’t want to disrespect Sarah and I, after we had gone through the rigemarole to participate. However, on my end, I would have just posted my trends to the blog rather than create chaos on purpose.

In addition to the technical issues with the virtual participants, other folks didn’t like the Meebo chat room, in particular the fact that it was projected. For me though, having there be a Meebo chat room was great. The conversation and banter that people associate with Top Tech Trends and felt were missing, I think took place in chat, rather in person. However, I think Karen Schneider hits the nail on the head when she said in a recent post about TTT, “take the chat off the screens and keep it on the laptops for the people who have seen mirrors and so forth and won’t faint when confronted with More Than One Thing To Do”.

Others commented that the trends were too general or not bleeding edge enough. As a trendster I find it difficult to know that audience level to pitch my trends to. A wide range of people come to Top Tech Trends and I know many non-LITA folks who attend. How does one talk about trends to such a diverse audience? Some people might be familiar with APIs but you’d be surprised to know how many people aren’t. It surprises me the number of questions I’ve gotten about APIs as a result of my Social Software Showcase presentation.

I find it ironic that many folks chose to compare Top Tech Trends and the Social Software Showcase programs. Being involved with both (and in particular the planning of the Showcase) I find this fascinating. The Showcase is an experiment in its second year. Some things we attempted virtually worked well. Others not so much. Yet, the overall reaction to the Showcase was positive. But at the Showcase the virtual didn’t impinge on the in person. They were separate but equal. Additionally, there was both synchronous and asynchronous virtual aspects to the Showcase.

So what are the lessons learned? Virtual participation can work, but maybe not so well when combined with in person participation. Backchannel has value, but people should be given the option of whether or not to participate. It shouldn’t be forced on them. Separate and different virtual and in person may be a better model than the convergence of virtual and in person, at least with a panel this size. The virtual parts of Top Tech Trends that seem to have worked well past and present are the podcast of the program, and trendsters individual asynchronous presentation (Meredith’s from last year in particular) can have lots of value.

What would I do differently if asked to participate virtually again? I’d suggest doing it Showcase style, at least until audio quality could be more of a guarantee. I’d create a screencast that presented my trends and then hold a discussion virtually either in chat or via conference call software. I liked hanging out in chat and adding my own comments and thoughts while the other trendsters talked. I’d happily do this as my virtual participation. I’d also suggest that they stream live video of the program. This way people could see and hear the panel and potentially participate via chat. If seeing the video and chatting real time was all I could do, I think I’d still find it worthwhile. I certainly found this kind of participation worthwhile at the Showcase. Maybe this is a starting point for the Midwinter TTT?

Setting my suggestions for “how we could do it different or better” aside though. For me the level of negative reaction with little comment on constructive ways of moving forward was extremely depressing. It made me think a little bit about Sarah’s TTT comments about our difficulty in innovating in libraries.

A huge barrier is the generations-old librarian “fear of failure” that is so great that no one is allowed to try anything unless is has been planned to death and has already been implemented in 80% or more of other libraries. - Sarah Houghton Jan

So I’ll come right to the point - innovation only happens though failure and f*ck ups. You crash, you burn, you learn. I’ve made bad technology choices and learned from them in my career, multiple times. I’m sure others have done this as well. But you won’t make better choices and make things truly work if you don’t TRY. I’m terrified that the negative reaction will cause LITA to turn away from attempting further combo in-person and virtual participation. To NOT innovate in the area of virtual participation. For that to happen to the Library and Information Technology Association would be IMHO disasterous.

Watching and participating in the Social Software Showcase from a distance is really neat. Particularly watching Griffey in action! My biggest disappointment was that only 2 people showed up for the virtual discussion :( . I can understand why, hey the discussion was on a Saturday. I’m hoping that more people show up for the virtual discussion today Wednesday July 2, which will focus on the social aspect (or not) of library software.

The uStream live video worked like a thing of beauty. The biggests downside… you can’t participate interactively. Although I did get to talk to someone else watching, which was pretty cool.

The presentations themselves were awesome, as usual. I love seeing how different people choose to create their web-based presentations. Even the differences among videos created. Some are more traditional screencasts but other incorporate other elements. Chris Barr did a great job with adding music and graphics to his on Social Features of VuFind to make it snazzy. Jason Griffey took a completely different approach and chose to not “talk” in his at all. I can’t describe it well, you just have to watch it. All of them gave me new ideas about creating web-based presentations.

The biggest thing we found out with the Showcase this year, which we sort of already knew. Is that it doesn’t scale well. Jason said over the video that they had 90+ people which is cool. But how do you do small group discussion with 90+ people? Rachel suggested more tables with topics spread out over a bigger room or multiple rooms. Another person suggest it be open all day for people to come and go.

Where exactly the Showcase goes next year I don’t know. I can’t imagine BIGWIG not doing it again. But we are going to have to resolve some of the physical space issues. However, I’d love to see us keep expanding the virtual parts and trying to make it better. I believe it is a worthwhile experience for most participants, even with some of the bumps in the road.

Top Tech Trends ALA 2008

Sarah Houghton-Jan (see her summary and trends) and I participated in Top Tech Trends virtually this past Sunday. It was a blast. I had a little easier time hearing than Sarah, although hearing myself speak was slightly disconcerting. I really enjoyed talking with people in the back channel Meebo chat room. Though some people pointed out that that was distracting from the panelist present in person.

APIs Galore

Let’s be realistic APIs have hit their stride on the web at large. In libraries they are starting to come into their own as well. However, our focus in libraries has thus far been on bibliographic data. This isn’t the only data of value out there. Libraries need to think about how to use APIs to get digital objects like photos and videos in and out of web-based media service providers like Flickr and Blip.tv . If we do this we will not only be making our users lives easier, we will be increasing the likelihood that we are able to capture relevant born-digital collections. Library vendors wake up, libraries want and need APIs and we don’t want to have to retrofit them ourselves!! Some vendors have realized this and that is great. But PLEASE we need standards for how APIs work. If my catalog API and the WorldCat API work differently I’m going to have to  write two sets of code. Not efficient. Let’s work smarter instead of harder that way we can all share! Below are a few APIs relevant to libraries worth checking out

Virtual Participation in Classes and Conferences hits its Stride (Maybe)

My own participation (via SightSpeed) the Top Tech Trends this year is evidence that virtual participation may have hit its stride. What is really interesting about this phenomenon though is the multitude of forms it can take. There are virtual worlds like Second Life, but there are also more traditional virtual classrooms and applications sharing software like Wimba and WebEx. This years Social Software Showcase demonstrated that a live video stream (via uStream) can be a form of virtual participation as well. I watched the stream and had 3 different conversations with people in the stream’s chat window. Web video conferencing is allowing team work and participation across geographically disparate locations. I regularly video chat using Skype or iChat with colleagues who I am working with at other institutions. Lastly, the nature of the conference call has changed. Greg Schwartz uses TalkShoe on a weekly basis to host his show “Uncontrolled Vocabulary” and allow librarians from across the country to participate and others are following suit.

Mobile devices and technologies

One of the other panelist touched on this trend and I thought that Jason Griffey did a great job talking about this with someone at the Social Software Showcase (Showcase video available to watch!). With the iPhone 3G coming out and Google sticking its fingers in cell phones, mobile technologies and the mobile web have reached a new level. Also consider the fact that most of the world surfs the net on a phone or other mobile device, not a laptop or desktop computer. Libraries need to embrace this movement more. Not just in the way we design our virtual presence, but also in the way we provide virtual services and do our work. I’ve been talking to the subject librarians at UH about how mobile technologies could improve their interactions with faculty. Think about the things we want and need to do on the fly when we leave the library to interact with the campus? Libraries need to start leaveraging mobile technologies in more meaningful ways.

Comments and reponses to other panelists

Marshall talked about Open Data as being an important trend. I think that there are two facets to this, the technology to make data open and the non-technical issues: copyright, licensing, etc. APIs are really helping us to solve the first issue, but I see the second issue as being somewhat tougher. Particularly when it comes to question of “who ‘owns’ this data”.

Sarah talked in her trends about libraries having difficulties in innovating and that we are getting disparate levels of innovation between libraries. I think we are also seeing disparate levels of innovation within libraries, particularly in larger libraries. This isn’t a solely a result of some people wanting to innovate and some not but also organizational, and department structures and barriers. The fact that some departments/people are innovating and others who want to can’t can cause some serious friction within a library and it is something we need to be mindful of. Anyone who wants to try to innovate should be given the opportunity.

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