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The Biodiversity Heritage Library and bibliographic citations:
  towards new user services in support of a Global Names
                        Architecture



               Trish Rose-Sandler, William Ulate
                   Missouri Botanical Garden

                 2012 Annual TDWG Meeting
                       Beijing, China
                        Oct.21,2012
A brief history…
The Biodiversity Heritage Library




                 www.biodiversitylibrary.org
The Biodiversity Heritage Library
Genesis: “BHL Article Repository”
• Idea first introduced at TDWG 2008, Fremantle
  (by BHL, many have discussed for years)
• YouTube for biodiversity articles
• Needed (need) a way to access articles in BHL
  – “BHL has no articles.”
  – BHL has hundreds of thousands of articles but you
    can’t search for them via author, article title search
  – Can find via “article coordinates” using BHL’s UI &
    OpenURL resolver: Journal / Volume / Start Page / Year
CiteBank
• Objectives
  – Create a repository for community-vetted
    taxonomic bibliographies.
  – Ability to ingest, display, download, and index
    articles so that the BHL can operate as an article
    repository.
  – Provide links to content published online through
    other repositories.
• Launched on December 6th 2010
Citations today: http://citebank.org
Citations Providers
Software Tools
    Specimen                                  Open Access
    Databases                                Digital Libraries



Nomenclators

                                        Commercial
                                        Aggregators




                                                                           Open Access
                                                                            Publishers


                                                                 Indices
 International Collaborative Projects
Lessons Learned
• Biblio/Drupal data model insufficient for mass of data
  envisioned for all biodiversity, too flat and difficult to
  expand in collaboration with Biblio development
  community

• Data providers want their content findable and
  managed in the Biodiversity Heritage Library, not a
  system alongside BHL

• Maintaining two platforms for biodiversity literature
  threatens sustainability of the literature resources over
  the longer term
Citations, Articles and Chapters in BHL
Global Names Architecture
Support citation reconciliation
.
.Linneaus, C. Species Plantarum, vol. 2 p. 971. 1753
.Linné, Carl von. Sp. Pl. Vol. 2 Page 971. 1753
.
 Caroli Linnaei, Species Plantarum exhibentes plantas rite cognitas, ad genera
.relatas, cum Differentis Specificis, Nominibus Trivialibus,2:971. 1753 Selectis,
 Locis Natalibus, secundum SYSTEMA SEXUALE digestas..
                                                             Synonymis

.L. Sp. Pl. 2: 971. 1753
.

                                                                      Zea mays
Where are we?
• Articles
   – Extend BHL data model to store article metadata
   – Build process to harvest data from BioStor
• Create user interfaces for adding article metadata and
  associated files
   – Define functional requirements as improvements to
     Drupal-based Citebank
   – Define process flow for adding article metadata and
     associated files
   – Implement UI changes
• Change BHL UI to accommodate article search
• Change BHL UI to accommodate article display (TOC)
What is needed for a citation repository?
Admin. Interface
   – IMPORT AND MAPPING TOOL
     • Preview/Accept/Reject/Undo/Report on Import
     • No standard schema, MODS or Bibtex
     • Drag & drop GUI or mapped source and target field config.
   – USER MANAGEMENT
     • Self-Registration
     • Admin. Approval & Deletion
     • User Roles Assignment
   – GLOBAL UPDATES
What is needed for a citation repository?
General User Interface
   – IMPORT
     • Upload/Preview/Accept/Reject/Undo/Report on Import
   – CREATE CITATION
     • By filling a Form, via BibTex
   – BROWSE
     • Faceted: title,author,subject, year, contributor, my citations
What is needed for a citation repository?
• CITATION TYPES
   – Journal Article, Book Chapter, Conference Proceedings,
     Conference Paper, Thesis, Government Report, Note, etc.
• OAI HARVESTING
   – Harvest and serve data through OAI-PMH
• SPECIFICATIONS FOR DATA PROVIDERS PAGE
• CONTRIBUTORS PAGE
   – Recognize ALL contributions
• REPORTING
   – Statistics Page by Citation and Publication type
   – Recent/Latest Uploads
Where are we going?
• Integrate BHL’s Services with ZooBank
• Authoritative list of titles in common use for
  nomenclatural acts (“TL3”)
• Harvest relevant content from Mendeley
• Integrate services and interfaces with the GNUB
  data model
• Interoperate with citation parsing tools & services
2012 Annual TDWG Meeting
Beijing, China
October 21st, 2012




Thank you

Trish.Rose-Sandler@mobot.org      William.Ulate@mobot.org
BHL Data Analyst                  Global BHL Project Manager
Art of Life Project Coordinator   BHL Technical Director
Missouri Botanical Garden         Missouri Botanical Garden

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The Biodiversity Heritage Library and bibliographic citations: towards new user services in support of a Global Names Architecture

  • 1. The Biodiversity Heritage Library and bibliographic citations: towards new user services in support of a Global Names Architecture Trish Rose-Sandler, William Ulate Missouri Botanical Garden 2012 Annual TDWG Meeting Beijing, China Oct.21,2012
  • 3. The Biodiversity Heritage Library www.biodiversitylibrary.org
  • 5. Genesis: “BHL Article Repository” • Idea first introduced at TDWG 2008, Fremantle (by BHL, many have discussed for years) • YouTube for biodiversity articles • Needed (need) a way to access articles in BHL – “BHL has no articles.” – BHL has hundreds of thousands of articles but you can’t search for them via author, article title search – Can find via “article coordinates” using BHL’s UI & OpenURL resolver: Journal / Volume / Start Page / Year
  • 6. CiteBank • Objectives – Create a repository for community-vetted taxonomic bibliographies. – Ability to ingest, display, download, and index articles so that the BHL can operate as an article repository. – Provide links to content published online through other repositories. • Launched on December 6th 2010
  • 9. Software Tools Specimen Open Access Databases Digital Libraries Nomenclators Commercial Aggregators Open Access Publishers Indices International Collaborative Projects
  • 10. Lessons Learned • Biblio/Drupal data model insufficient for mass of data envisioned for all biodiversity, too flat and difficult to expand in collaboration with Biblio development community • Data providers want their content findable and managed in the Biodiversity Heritage Library, not a system alongside BHL • Maintaining two platforms for biodiversity literature threatens sustainability of the literature resources over the longer term
  • 11. Citations, Articles and Chapters in BHL
  • 13. Support citation reconciliation . .Linneaus, C. Species Plantarum, vol. 2 p. 971. 1753 .Linné, Carl von. Sp. Pl. Vol. 2 Page 971. 1753 . Caroli Linnaei, Species Plantarum exhibentes plantas rite cognitas, ad genera .relatas, cum Differentis Specificis, Nominibus Trivialibus,2:971. 1753 Selectis, Locis Natalibus, secundum SYSTEMA SEXUALE digestas.. Synonymis .L. Sp. Pl. 2: 971. 1753 . Zea mays
  • 14. Where are we? • Articles – Extend BHL data model to store article metadata – Build process to harvest data from BioStor • Create user interfaces for adding article metadata and associated files – Define functional requirements as improvements to Drupal-based Citebank – Define process flow for adding article metadata and associated files – Implement UI changes • Change BHL UI to accommodate article search • Change BHL UI to accommodate article display (TOC)
  • 15. What is needed for a citation repository? Admin. Interface – IMPORT AND MAPPING TOOL • Preview/Accept/Reject/Undo/Report on Import • No standard schema, MODS or Bibtex • Drag & drop GUI or mapped source and target field config. – USER MANAGEMENT • Self-Registration • Admin. Approval & Deletion • User Roles Assignment – GLOBAL UPDATES
  • 16. What is needed for a citation repository? General User Interface – IMPORT • Upload/Preview/Accept/Reject/Undo/Report on Import – CREATE CITATION • By filling a Form, via BibTex – BROWSE • Faceted: title,author,subject, year, contributor, my citations
  • 17. What is needed for a citation repository? • CITATION TYPES – Journal Article, Book Chapter, Conference Proceedings, Conference Paper, Thesis, Government Report, Note, etc. • OAI HARVESTING – Harvest and serve data through OAI-PMH • SPECIFICATIONS FOR DATA PROVIDERS PAGE • CONTRIBUTORS PAGE – Recognize ALL contributions • REPORTING – Statistics Page by Citation and Publication type – Recent/Latest Uploads
  • 18. Where are we going? • Integrate BHL’s Services with ZooBank • Authoritative list of titles in common use for nomenclatural acts (“TL3”) • Harvest relevant content from Mendeley • Integrate services and interfaces with the GNUB data model • Interoperate with citation parsing tools & services
  • 19. 2012 Annual TDWG Meeting Beijing, China October 21st, 2012 Thank you Trish.Rose-Sandler@mobot.org William.Ulate@mobot.org BHL Data Analyst Global BHL Project Manager Art of Life Project Coordinator BHL Technical Director Missouri Botanical Garden Missouri Botanical Garden

Editor's Notes

  • #2: The data model and user interface for the Biodiversity Heritage Library (BHL) portal at http://www.biodiversitylibrary.org/ was originally designed to accommodate books and journals found in botanical garden libraries and natural history museums. As the size and reputation of the BHL grew, there were many publishers and individuals who wanted to contribute to the BHL but their content consisted of publication types at more granular levels, such as articles, book chapters, and dissertations. In order to ingest and serve these materials, in early 2011, BHL launched a separate portal called Citebank hosted at citebank.org. Currently, Citebank contains over 180,000 citations linked to content files, either hosted at citebank.org or hosted externally. While feedback on Citebank has been positive, users indicated a desire to combine both the services of the BHL portal and the services of the Citebank portal into a single interface in order to enable a unified search for all biodiversity literature. To respond to these needs, the BHL has begun expansion of its data model in the BHL portal to accommodate articles, book chapters, treatments and other segment-like material so that they can be searched alongside its traditional book and journal content. Parallel to this activity the NSF-funded Global Names Architecture (GNA) Project has enlisted Citebank to fulfill the role of a global biodiversity repository for bibliographic citations. In support of this, Citebank will provide a key functional component to the GNA - that of reconciliation services for citations. Once reconciled, citations can be linked either to scanned page images in the BHL, or to PDFs uploaded by users. If neither exists, citations can point to other digital representations online. Experience with Citebank has resulted in many lessons learned about working with diverse publication types; data formats; and contributors with varying levels of technical competencies. Those lessons were incorporated into a functional requirements document that is being used to inform development of the BHL data model. This talk will outline the functional requirements needed for a global citation repository for biodiversity and how those requirements will better serve the needs of the biodiversity community.
  • #4: [PortalUser Interface]
  • #5: [Book Viewer Interface]
  • #7: [Citebank homepage]
  • #8: [Citebank homepage]
  • #9: [Citebank stats]
  • #10: [World in which CiteBank lives]
  • #11: [Citations in BHL and Sustainability Considerations]
  • #12: [Citebank homepage]
  • #13: [GNA Diagram]
  • #14: [Diagram of citations reconciliation]
  • #15: [Define functional requirements]
  • #19: [Where are we going?]