Connecting Users and IRs: Personal Archiving via Zotero

This project update shares forthcoming Zotero enhancements that will allow users to connect with their institutional repository (IR) and self-archive materials from within the Zotero interface. This functionality is currently being tested at Penn State University, and will be open source and available to other institutions employing Hydra-based IRs. The project is aimed towards bringing self-archiving into the user's personal workflow, as well as connecting the local IR with citation management software.

Presenters: Ellysa Cahoy (Penn State University), Smiljana Antonijevic (Penn State University), Dawn Childress (University of California, Los Angeles)

Transcript

1. CONNECTING USERS AND IRS: PERSONAL ARCHIVING VIA ZOTERO Ellysa Cahoy Smiljana Antonijevic Dawn Childress Penn State Libraries DLF 2015, Vancouver
2. • Digital Scholarly Workflow • Mellon Foundation funded study • Phase I: 2012 – 2013; Penn State • Phase II: 2014 – 2016; Penn State, George Mason and Zotero
3. ADAPTING THE HUMANITIES RESEARCHER’S WORKFLOW ✦ Acknowledge disciplinary differences—reflect in technical architecture and user experience (where / how do the users work?) ✦ Mitigate loss of information—building [easy] archiving strategies into the workflow ✦ Facilitate good data/research sharing practices ✦ Unite familiar tools and practices ✦ Integrate search and retrieval
4. ScholarSphere integration with Zotero
5. APPROACH ✦ Technology as socially constructed; interpretative flexibility. ✦ Scholars, software developers, administrators, and funders understand the same set of technological artifacts in different ways. ✦ Beyond user testing/experience studies. ✦ How technology is embedded in a social context.
6. FIELDWORK, PHASE I ✦ How scholars across disciplines interact with digital research tools ✦ at different phases of their research workflows. ✦ Digital research tools should be designed to support a continuous research workflow. ✦ Technical architecture of digital research tools needs to support specific disciplinary needs. COLLECT! SEARCH! ANALYZE! WRITE! COMMUNICATE! ORGANIZE! ANNOTATE! CITE! REFLECT! ARCHIVE! SHARE!
7. FIELDWORK, PHASE II ✦ Analyzing team dynamics; designing strategies for successful teamwork across disciplines and institutions. ✦ Programmers, librarians, administrators. ✦ Repeating research methodology from phase I with Humanities / Zotero users ✦ Discerning the impact of new enhancements (discovery and self-archiving) on Zotero user patterns.
8. Future development: (Zotero and beyond…)
9. NEXT STEP: THE ZOTERO INTERFACE ✦ From within Zotero, scholars will initiate a deposit to the IR, without having to visit the IR ✦ The study: humanists are using Zotero at multiple stages of the research continuum ✦ Find — deposit — visibility — copyright
10. (FUTURE) DEVELOPMENT OPPORTUNITIES/POSSIBILITIES
 TO SUPPORT SCHOLAR WORKFLOW ✦ ORCID ✦ DOIs ✦ Beyond the IR: Fedora 4? ✦ Integrate a lot of the functionality we’re seeing with ImpactStory, figshare, and other services to bring robust alt-metrics and discovery to the IR - making it more than a tomb repository for research
11. Thank you! http://scholarlyworkflow.org scholarlywork@psu.edu @scholarly_work
12. Antonijević, S. and Stern-Cahoy, E. (2014). “Personal Library Curation: An Ethnographic Study of Scholars’ Information Practices.” portal: Libraries and the Academy, Vol. 14, No 2, pp. 287-306. Best Article of the Year Award (2014)