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Caveat Lector » 2008 » January

Dies Martis, 8 Ianuarii 2008

I rule. Did you see me ruling?

So after my initial howl of horror at seeing what my nice new Manakin design looked like in Internet Explorer, I put the project away for a while. Okay, okay, I procrastinated, because I hate fixing browser bugs worse than you can possibly imagine.

Today I got back to it, and I discovered that I had inadvertently copied over all of the Manakin default design’s IE fixes into my new theme. Oh, well, don’t need those, I said, and got rid of them.

And all the display problems on the front page but one magically resolved themselves in IE7.

I feel ever so much better now. Still not looking forward to IE6, but at least I don’t feel quite so much a duffer.

Dies Jovis, 10 Ianuarii 2008

O rly?

Via Digital Koans, I learned that ARL is putting together a task force on “digital repository issues.”

Without a good deal more information about what they mean by a digital repository, what they think the issues are, and whom they’re tapping to serve on the task force, I’m hesitant to be wildly optimistic about this as a good sign for the dismal state of institutional repositories… but I don’t mind being cautiously optimistic, not at all. Of all the organizations that might pick up the IR banner, ARL is the likeliest to do something useful with it.

I do hope this is forward motion. I’ll be the first to cheer if it is!

Dies Veneris, 11 Ianuarii 2008

Jeremiah, not a bullfrog

The prophet Jeremiah was an interesting fellow. Bit of a Cassandra; he told inconvenient truths that no one cared to heed, doubtless in part because he was such a gloomy-gus. (Lord Dunsany in the Pegana cycle points out that the divine hardly ever hands down happy prophecies, so if prophets want to be anything other than gloomy-guses, they have to lie their prophetic arses off.) You have to admit, the poor guy did his best. Flashy presentations, props, the whole bit. Put up with all kinds of abuse, too, and kept right on telling truths, even when he bitterly resented the awkward positions truth kept dumping him into.

He is, of course, the source of the word “jeremiad,” which word Alma Swan used in a lovely interview by Richard Poynder (do click at the bottom of the post to read the whole thing, even if it is a PDF!) to characterize my on- and off-blog writings about the state of institutional repositories in the United States. My computer’s onboard dictionary offers “a long, mournful complaint or lamentation; a list of woes” by way of definition, although my internal mental lexicon (somewhat uneasily) suggests a definition closer to “philippic.”

Okay. I’ll cop to that one, either way, and I’ll also admit to considerable fellow-feeling for poor old Jeremiah. I am also not-so-faintly amused because I’ve kept a good many serious woes off the blog. Had to. So it goes. (Even the Roach Motel preprint is very slightly bowdlerized. When I get the edits for it, I’ll make the final decision about whether to go with the full or the expurgated version.)

The truth is, I don’t like the frame of mind I’m in with respect to my work. I am fully aware of the degree to which I frighten, disturb, frustrate, annoy, and anger other people in my field. None of that is my aim. I express myself in the way that I do partly because the growing sense of helplessness I live with has built up a good solid head of steam fueling my personal frustration levels—I would like to contribute more than I feel I do or can given my present circumstances!—and partly because I am not in a position of power or influence, and I therefore have to yell myself hoarse just to be heard. (It doesn’t help that institutional repositories are a bit of a void; we don’t have one big soapbox, but fifty small ones. Most of the time I don’t know whether I’ve been heard. It’s entirely possible I’ve been yelling louder than I need to.)

I get the distinct sense sometimes that people wonder how on earth I get away with what I say. Allen Renear greeted me at ASIST with “Hi, Dorothea. Still causing trouble, are you?” Er, yes. Often. Intentionally or not, I live my life in the tradition of Shakespearian and Calderonian wise fools, who shout what no one else will whisper into the ears of kings too mad or self-obsessed to listen. I’ve stepped a bit outside the proper fool’s boundaries lately by becoming angry and lashing out, I admit; but that’s the frustration talking. When I’m in a better frame of mind, I remember the gentle, clear-sighted, humorous detachment that is the fool’s gift.

Another thing about the wise fool: he’s usually dead by the end of the play. Lear’s fool. Clarín in La vida es sueño. Old Jeremiah has good literary company in his dangerous profession.

Sorry, tangent. I get away with saying what I say the way I say it for a few reasons. One is that honesty redeems a good deal of my bad behavior. (I’m fairly sure I’m not the only open-access public figure for whom this is true; if you’re in this field, you know who I’m thinking about and I needn’t name names.) People recognize that I believe what I’m saying, and now and then they even appreciate that I don’t obfuscate. Another is that for the most part (and with one or two notable exceptions, such as the AAP), I don’t personalize conflict. However hacked off I may be, I’m not hacked off at you, I’m hacked off at abstract inefficiency or general blindness or dysfunctional systems. A third is that I don’t usually open my mouth, especially in a philippic, before I’ve chewed the matter over in my head. Like it or not, I generally make sense, manage to articulate observations and the patterns I can derive from them cogently. Even the people who dislike the way I say things have trouble dismissing what I actually say.

I have a particular strength in the area of systems analysis relating to data flow. (Not “information” flow, much less “knowledge management.” Data flow.) I have no earthly idea why I’m good at this; I was never trained for it and don’t analyze at all systematically. But I’m good. Workflows, interaction design, data design—given enough reliable input (and I’m inexhaustibly curious about people’s one-on-one interactions with data), I see where data go and what people do with them, and I see where systems fail. Just about everything important I’ve ever written or spoken about ebooks or design or scholarly communication or institutional repositories comes out of this weird gut intuition I’ve got about the inner workings of data flows. I can’t explain it; I’ve just gotten enough feedback on its insights over the years that I trust it. If I were religiously inclined, which I’m not, I might even draw a parallel with prophecy.

More to the point, other people trust what comes out of my data-flow intuition-space. I can’t explain that one, either, but it’s true. When I write or speak something I’ve intuited, people believe. Way back in the day, the very first talk I ever had any success with, the one I gave for Microsoft Research—it was crude and unpolished, but it came out of that intuition-place, and by gosh they took it seriously. My London talk came from there. So did much of Roach Motel. So does my unvarnished frustration with DSpace—I see all these wonderful data flows that I can’t get into because DSpace is in the way! Also, of course, the interaction among DSpace, admins, developers, repository-rats—I see destructive patterns, they annoy me, then I annoy everybody else by pointing them out. So it goes. Intuition, or prophecy if you will, isn’t always—or indeed ever—comfortable.

So, yes, jeremiads. We’re at a weird place in the United States (and Alma Swan was kind enough to agree with me that the US is lagging Europe and Australia badly) with regard to the constellation of problems around several sorts of digital data created by the research enterprise. Academic libraries have been pushed as far as admitting that collecting and caring for these data might be a good idea, although there are pockets of vigorous resistance even to that mild suggestion. These same libraries are not, not at all, convinced that they have an active role in the process of data collection, much less data creation. What’s the difference? It’s the difference between opening an institutional repository and filling one, between throwing up an Open Journal Systems installation and being an actual press.

Meanwhile, research enterprises in the States are creating their own data systems (and by “system,” let me be clear, I mean humans as well as technology), mostly ad hoc. Some of them are very effective, to be trusted without an instant’s hesitation. Most are not; some oughtn’t be trusted to live out the week. At MPOW, I see examples of all of these. I also extrapolate that an immense amount of redundant effort is going into parallel development of solutions to common problems, which offends my efficiency-loving sensibilities—and not just mine; I adduce the NSF DataNet grant effort and some noises I hear coming out of the NIH about no longer grant-funding itty-bitty data-centers as evidence.

My chief concern, which is partly personal and partly much broader, is that by the time libraries decide that solving this problem—solving it actively, with money and staff as well as lip service—is within their mandate, it will be too late and we’ll have been shut out of the solution. What I have to lose if that happens is obvious. What the problem-space has to lose, well… I wish it were more obvious than it seems to be. To me it’s obvious, but I’m just pining after work I’d like to do, so why heed me?

An alternate way things might well play out is that by the time the research community decides it needs librarians, both libraries and librarians will have disclaimed the problem, disgusted by (among other things) the painful institutional-repository experience, and frightened by the vastness of the problem’s scope. That would be a shame… but I see it happening already.

The reason I’m up in arms is that my gut tells me we’re at the crucial crossroad, where everyone decides who has which piece of this pie. Infrastructure, finance, and staffing decisions made now will reverberate for decades. I’m not sanguine that the decisions being made will be the right ones, and if walking around with a wooden yoke on my shoulders would draw the right attention to the problem, I would do that. I can in fact be patient, very patient. I put myself through library school doing data entry! But my gut is screaming at me that there is no time to waste if matters are to work out well, and I believe my gut.

Jeremiah learned that one of the curses of prophecy is foreseeing one’s own failures. I’ve been right beside him on that one for much of the last year, and it’s a deeply unpleasant place to be (for no fault of Jeremiah’s).

That said… and to end this on a hopeful note… I think Roach Motel is accomplishing what I wanted it to, and that gives me real hope. I know it’s being read; not only is it already the second most popular download from the repository I run, I am already seeing things like Alma Swan’s interview, hearing from people who have read it—and some of them are people in positions of power and influence. What’s more, it’s making them think, and one or two are even acting on it. Nunc dimittis servum tuum, Domine—Simeon, not Jeremiah.

Finally, a small correction (Poynder’s error, not Swan’s): I am no longer at George Mason University. The most excellent Shane Beers is doing the honors there. I work for the University of Wisconsin.

Dies Martis, 15 Ianuarii 2008

Raising voices

In addition to the attention I’ve been getting from repository movers-and-shakers lately, which is welcome, I’ve been receiving quite a few emails from other repository-rats with a general tenor of “Thank you for saying what I’ve been thinking!”

Well, okay, you’re welcome. Why was I the first one to say anything?

I’d put this down to the lack of a repository community of practice if I hadn’t been through this before. One of the wise-fool things I do is say things that other people are afraid to. And whenever I do that, I get the behind-the-scenes email from the people who were afraid.

I guess I don’t mind being the kid at the emperor’s parade most of the time. I’m used to making trouble and taking the consequences. It’s not fun exactly, but I can live with it.

What I hate is the slow buildup of frustration that leads to me saying the thing that nobody else will say. Gah, I hate that. Something perfectly damn obvious to me that nobody else will so much as whisper.

I wish people would raise their voices. I really do. C’mon, I’ve lived through it. Can’t you?

Redoing navigation in Manakin

One of the commoner tasks involved in redesigning DSpace is reorganization of or additions to the navigation bar. Manakin does not make this simple, but there are ways to do an end-run around it.

The essential problem is that the elements of the navigation bar are not set at the theme level in XSLT, but at the Aspect level, in Java. (DSpace has always suffered from the arrogant notion that it knows interaction design better than you do. Often it is wrong, but the bad interactions are hard-coded in so deep it’s next to impossible to jettison them.)

If you choose, you can go into aspects/ArtifactBrowser/src/org/dspace/app/xmlui/artifactbrowser/Navigation.java and mess around in some rather inscrutable code to make changes that affect the entire Manakin installation. I admit to having done this to get rid of DSpace’s completely pointless browse-by-date function. However, I do not recommend this if adding links is what you need to do, and I triply do not recommend it for theme-specific navigation links.

I have now tested my sitemap.xmap hack, and I am pleased to say that it works exactly as I expected it would. For the situation where you want the normal Manakin sidebar, but you also want a few theme-specific additions, it is a decent way to go. After I threw another temper tantrum on the dspace-tech list, we can eventually expect a better way to inject content into Manakin DRI files. Until then, though, hacking sitemap.xmap works.

If you want to rearrange content in the navigation bar, beyond simply changing wording or adding a few links to the end, you have some work ahead of you. This is because the content and order of the sidebar is not set on the theme level; it’s hardcoded into the Java Aspect gizmo. (Is this stupid? Yes, this is stupid. These kind of interaction-design decisions do not belong in Java; they belong with the designers who are not supposed to be using Java. Eventually, however, I think it will be possible to move Manakin in a more productive direction.)

It is possible to work around this. The easy way to do it is to go into the dri:options template and rip out the <xsl:apply-templates> call, replacing it with hard-coded links. I think this is fully justifiable, though it’s rather annoying that (unless you set up theme inheritance somehow) you have to do it for every theme you write.

(Note also that doing it this way makes possible a rather interesting trick: you could actually make a DSpace community or collection a seamless part of Somebody Else’s Website. Grab up their site design and navigation bar to theme the community/collection with, then add a link on both sites that goes directly to the community/collection, and there you are. Nice trick, isn’t it? I really want to try it.)

The hard way to work around Manakin’s hard-coded navigation is to replace the <xsl:apply-templates> call with markup that pulls the appropriate links out of the DRI. What’s really hard about this is that without the <xsl:apply-templates> call, you’ll have to go through and figure out the logged-in-user and administrative linksets as well. I haven’t been quite daring enough to do this yet, but somebody ought to.

Because navigation is too important a part of interaction design to be left to a bunch of developers, yeah? (Sorry. Been rereading Alan Cooper.)

The bouncing of the reality check

I respect John Willinsky, don’t get me wrong, but I wonder sometimes if the man lives on the same planet with the rest of us.

He’s got some suggestions for “concerned lawyers, teachers and members of the public,” who are apparently supposed to (individually?) lobby their local institutions of higher education for the establishment of institutional repositories, and the widespread awareness among the faculty of those august institutions that they really, really ought to be self-archiving in those IRs.

I’m sorry, I’m stuck between laughing and crying again. Willinsky is a faculty member himself. Does he seriously believe random emails from random members of the public are going to make a lick of difference in the inbred cloisters of the ivory tower?

I’ll go you one better. This set of suggestions is at the end of a short essay nominally about institution-level mandates. I’m done laughing. I’m crying now. Because Willinsky offers not the ghost of a clue how those are supposed to happen. He just hopes Stevan Harnad is right, and they do.

Well, sure, I hope Stevan Harnad is right too! But I wouldn’t bet so much as a devalued American penny on it. If there are five more institutional mandates in the United States by the end of 2008, the drinks are on me. The professoriate is not ready for mandates—and before somebody trots out the tired old “but they’ll accept them!” line, I ask you all to remember that the professoriate is largely self-governing on the institutional level. It doesn’t just have to accept mandates, it has to institute them.

Fat chance. You’ll notice Willinsky isn’t trumpeting his own institution’s progress toward a mandate. (Not even his school or department’s. So much for the patchwork mandate.) Mandates start at home, folks.

I appreciate optimism. I do. But blue-sky happytalk is not optimism; it’s blindness, and it’s getting in the way.

Dies Mercurii, 16 Ianuarii 2008

Ah. Well. So much for that.

The bit I bowdlerized out of the Roach Motel preprint? Is on the Web now for all to see. No, I ain’t linkin’, neither.

Oh, well. I said it. If I get called on the carpet for saying it, that’s life.

And no worries, people, okay? I’m not in any personal or professional danger from this.

When all else fails

I woke up in a ridiculously cheerful mood this morning. DSpace plus our homegrown authentication system promptly hacked up a hairball into my email, but not even that fazed me.

Then I read this, and laughed all the way across campus to my first meeting of the day. Section 3.4 of that article is purest distilled and concentrated awesomeness. It is so awesome that I am still wearing a huge grin. Go Minho!

Spoilers ho for that article—and yes, it is the kind of article that can actually have spoilers. Go read it for yourself. I’ll wait.

It starts off the way most of the “how we done it good” happytalk articles do: with The Plan. The Plan that’s going to bring faculty to the IR’s door. Orchids where they’re due; Minho doesn’t mind saying that their first tries were non-starters. A mild onion for not pointing out explicitly that all the technological enhancements that went into the service didn’t actually accomplish much—and this is only a mild onion because they obviously had stuff happening on several other fronts, so it’s hard to tease out the effects of technological enhancements from all the mandate-like action.

And then we get to section 3.4. Which is utterly golden. Excuse me, I have to go laugh some more… Right. Spoiler alert. How did Minho get its faculty depositing? Minho bribed them.

BRIBED. THEM.

I love this idea more than I can tell you. My love for it is deep and strong and so very, very full of gallows humor. It is brilliance on a stick. Utter beauty. I doff my repository-ratly cap in the direction of Portugal.

Just for a moment, let’s tease apart the pieces of this little innovation, shall we? This business about “faculty really want to self-archive, if they only knew…” yeah, not so much. Techie toys and gizmos, even (it must be said) some of the ones I think necessary and desirable, didn’t amount to a hill of beans in practice. Marketing, well, we all know that’s pointless. Training likewise; just because they know how doesn’t mean they will.

As I mentioned just the other day, the usual panacea put forward for institutional-repository ills is The Mandate. Guess what? Minho has a mandate, one of the damn few institutions that does, but they didn’t trust it to do the job. I can’t wait to see some of the commentary from the big names on that little detail. Should be amusing, in that same gallows-humor way.

But dangle a little money at ’em, and they come running. That’s beauty, that is.

I wish Minho had talked about the relative expense of the various efforts they undertook. My own guess is that the bribe pool was less expensive than the person-hours involved in creating the marketing materials and the techie toys. (Techie toys would be much less expensive if we didn’t all have to develop the same ones in parallel, but I’ve beaten that horse to death and beyond already.) So why not, for those repositories still glorying in actual budgets? If you can’t afford a flat-out bribe, a contest (with a commensurately smaller pot of money) might do nearly as well.

I’m sorry. I’m still laughing. This is just so jaw-droppingly awesome. I’m going to have to add a nod to it when I get the Roach Motel edits back.

LazyWeb: looking for roommate

I will be going to this JA-SIG conference in April. (It looks as though I will be doing a Manakin tutorial, although things are not set in stone yet.) If you are too, I’m interested in sharing a room. The conference hotel rate looks startlingly reasonable.

If you’re going and you’re from Madison or coming through, I’d also love to discuss carpool arrangements. There’s bus service, but it’s at awkward hours.

Chances are I’m self-funding this thing (ran out my fiscal-year funding on ASIST), so I really appreciate chances to hold down costs.

Dies Jovis, 17 Ianuarii 2008

Theming different parts and pages in Manakin

I’m sure everyone else figured this out already and I’m the only one who didn’t, but just in case someone else is as slow on the uptake as I am…

You set which pages get which theme in Manakin via [dspace]/config/xmlui.xconf. Each theme gets a theme element with its name, the path to it, and… a selection regex! REGEX! Pattern-matching!

This means you can set up a theme just to hit certain pages or sections of the site, as long as they have a distinctive, non-handle-based URL. Want a theme just for the admin section? Easy-peasy. Do regex=".*/admin/.*". How cool is that?

Unfortunately, this coolness breaks down with regard to distinctive community and collection pages, because those have handles and so can’t be caught via regex, not to mention that Manakin is set up to cascade a theme down to item pages. This is irksome, because after all, community and collection pages are (after a fashion) home pages, and as such may well want to look or behave a bit differently from item or browse pages. To some extent, Manakin caters to this; the innermost content on a community/collection page is in its own template.

However, if you want to customize the header or the navbar or anything on a community or collection page, you’re sunk—except you’re not, because I figured this one out for you. At the top of your theme, add these variable definitions:

<xsl:variable name="is_comm" select="boolean(/dri:document/dri:body/dri:div[@n='community-home'])”/>
<xsl:variable name=”is_coll” select=”boolean(/dri:document/dri:body/dri:div[@n='collection-home'])”/>
<xsl:variable name=”is_item” select=”boolean(/dri:document/dri:body/dri:div[@n='item-view'])”/>

With these, you can do conditional logic anywhere in the stylesheet you need to. E.g. <xsl:if test="$is_comm">. It just works!

Now if I only understood what themes.xmap does and whether I should actually care…

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