Morning Becomes Electric: Post-Modern Scholarly Information Access,
Organization, and Navigation
Morning Becomes Electric:
Post-Modern Scholarly Information Access, Organization, and
Navigation
"The Best Way to Predict the Future is to Invent It" / Alan Kay
Gerry McKiernan
Curator, CyberStacks(sm)
and
Science and Technology Librarian and Bibliographer
Iowa State University Library
Ames IA 50011
gerrymck@iastate.edu
Abstract
Scholars are facing unprecedented Information Overload in their attempts to
identify potentially relevant information sources. Electronic networks
have not only expedited traditional forms of publishing but created new
formal and informal opportunities for communication. Conventional methods of
information management are reaching the limits of their effectiveness. To
enhance access to information in the coming decades, systems that fully
utilize the digital nature of a growing number of scholarly resources must
be implemented.
Table of Contents
At the dawn of a new millennium, scholars are facing unprecedented
Information Overload.
According to a recent study of scientific scholarly journal publishing by
Tenopir and King, there were
approximately 6,800 scholarly scientific journals published in the United
States alone in 1995
(Tenopir & King, 1997, p. 135). Of these, a significant number were in the
physical sciences,
mathematics, computer science, the environmental sciences, engineering, the
life sciences, and related
fields. On average, each journal in these disciplines published 1915 pages
annually, resulting in more than 675,000 published articles per year (Tenopir & King,
1997, p. 136).
Overall, an analysis of
"journal tracking data shows that the total number of articles in U.S.
journals has more than doubled
from 353,700 articles in 1975 to 831,300 articles in 1995" for all
identified scientific disciplines
(Tenopir & King, 1997, p. 141). In general, the study notes, "the number of
U.S. articles published
has been increasing at an average rate of about 3.9% per year. At this rate
scientific knowledge would
double every 17 years" (Tenopir & King, 1997, p. 143). In the field of
mathematics alone there are
an estimated 50,000 papers published annually worldwide. From the end of the
Second World War
until 1990, the number of papers published in mathematics doubled about
every 10 years.
Extrapolating from these data, it is estimated that there have been more than
one million mathematical papers published as of the mid-1990s (Odlyzko,
1996, p. 92).
While significant, the publication of scientific journals in the United
States is a fraction of
journal and other serial publishing worldwide. Based upon data presented in
a standard international
directory of serials, there were more than 109,000 serial titles published
in the period 1988/89
(Ulrich's International Periodicals Directory, 1988-89, p. vii).
A decade later, this same source reported
more than 157,000 serial titles (Ulrich's International
Periodicals Directory,1999, p. vii ), an increase of more than 40%. One noted historian
of science has "calculated
that since the 1700s, as measured by the total number of journals founded,
the output of scientific
information has grown exponentially" (Crawford, 1996).
With the increased and widespread availability and use of the Internet
and World Wide Web
(WWW) in recent years, new formal and informal avenues have developed that
have further
facilitated communication among scholars. "The development of electronic
mail and other computer-
based forms of communication ... presents significant opportunities for
informal communication,
whether to known colleagues or to fellow subscribers to a particular
'listserve' or discussion group"
(Hurd, 1996, p. 15; see also Chu,
1994; Poland, 1991). According to a
recent edition of a standard
directory of academic and professional electronic discussion lists, there
were 517 scholarly electronic
conferences established as of 1991. Six years later in 1997, that number
had grown to 3807 scholarly
e-conferences, an increase of more than 600% (Mogge, Dru & Kovacs,
D.K., 1997, p. 3; see also
Kovacs, 1999). In the forthcoming edition of this directory, more than 4,500
will be included (D. K.
Kovacs, personal communication, March 18, 1999). Not only are scholars
involved in real-time virtual
discussions of current topics, but the results of their research and those
of their colleagues are now
distributed directly to their individual desktops via the Internet (Brody,
1996). In the formal arena,
more and more publishers are making their journals available in an
electronic format. Of the more
than 157,000 serial titles reported in the latest edition of the
international periodicals directory,
10,332 were available exclusively online or in addition to a paper
counterpart (Ulrich's International
Periodicals Directory, 1999, p. vii). In less formal environments, more and
more scholars as well as the
public at large are making the results of their research available through
personal, professional, or
institutional web pages. Indeed, in a recent review of Internet search
engines, Lawrence and Giles
calculated a lower bound on the size of the indexable web of 320 million
pages (Lawrence & Giles,
1998). While only a fraction of these web sites or electronic discussion
lists will be of interest or value
to a researcher, such ubiquitous sources have further exacerbated potential
Information Overload for scholars.
Long before the emergence of the Internet and modern, commercial indexing and
abstracting
services, the early learned journals included tables of contents and indexes
- first to individual and
cumulative volumes of a specific journal, and then later, collective indexes
for more than one journal
title. "From the earliest times bibliographic sections of journals took note
of articles published in other
journals and, with the growth of the journal literature [included citations
to journal articles in] ...
monographic bibliographies, compendia, encyclopedias, etc. ..."
(Manzer,1977, p. 6). With the
burgeoning growth of scholarly publishing after the beginning of the
nineteenth century, particularly
in the sciences and technology, it became
difficult for scholars to keep up with developments either on a
current or
on a retrospective basis and there developed accordingly a need for a
more
methodological and systematic approaches to provide bibliographic
control
of the journal literature .... In short, the first decades of the
nineteenth century
witnessed a tremendous increase in the growth of journal publication
and a
concomitant crisis in its bibliographic control" (Manzer,
1977, pp.
6-7).
To meet the problems of current awareness and retrospective coverage,
the abstract journal
and the index journal developed (Manzer, 1977, p. 7). Two hundred years
later, a number of
comprehensive and selective abstracting and indexing services exist to
fulfill the historical role of their
predecessors (Smith, 1995).
In the field of biology, the BIOSIS Previews® (1969 - current) database
is the major English-
language service providing comprehensive worldwide coverage of the
biological and biomedical
sciences. Each year, approximately 350,000 records of original research from
6,000 primary journals
and monograph titles are added to Biological Abstracts®, one of the two files
that comprise BIOSIS
Previews®. Biological Abstracts/RRM®, the second file, provides citations to
meeting abstracts, reviews,
books, book chapters, selected institutional and government reports, and
other research
communication, adds an additional 200,000 records each year (BIOSIS Previews® Bluesheet, 1999).
As of November 1998, the BIOSIS Previews® database contained more than 11.5
million records ; for the period beginning in 1993 to this month, there were more than 3.2 million
records (BIOSIS Previews® Bluesheet, 1999), more than 25% of the entire database for the
most recent reported five-year period.
In the field of engineering, the Ei Compendex®Web(tm) database (1970 -)
provides coverage
of the "world's significant engineering and technological literature." By
the end of 1998, this version
of the Compendex database contained more than 5.1 million records (D.
Chatten, personal
communication, March 19, 1999), with more than 500,000 records added in that
year from over 5,000
engineering journals, conferences, and reports (Instructions for Ei
Compendex®Web(tm), 1999).
For the geological sciences, the GeoRef database
(1785 -), established by the American Geological Institute in 1966, is the most comprehensive database in the field, containing more
than 2 million references to geoscience journal articles, books, maps,
conference papers, reports, and theses. More than 60,000 records are added
each year (GeoRef Information Services, 1999). Among
the major electronic abstracting and indexing services, it is unique in its
retrospective coverage of 18th century literature.
In Mathematics, MathSciNet, a database produced by the American
Mathematical Society (AMS), covers two major society indexes, Mathematical Reviews
and Current Mathematical Publications. Current Mathematical
Publications is a subject index of bibliographic data for recent and
forthcoming publications; Mathematical Reviews provides timely reviews or
summaries of articles and books that contain new contributions to mathematical research (About MathSciNet, 1999). Later this spring, MathSciNet
will offer access to nearly 1.4 million reviews retrospective to 1940. Each
year more than 65,000 reviews are added to the database.
In the field of medicine, the Medline® (1966-) database prepared by the
United States
National Library of Medicine (NLM) contains more than 9.2 million records
(NLM Online Databases and Databanks: Fact Sheet, 1999). Approximately 400,000 citations, most with
abstracts, are added
each year, selected from more than 3,900 international biomedical journals
in 40 languages (Factsheet: Medline®, 1999).
Nearly fifty years ago, in an effort to overcome perceived and inherent
limitations associated
with traditional indexing of journal content, notably the time and labor
associated with such an
enterprise, and the inadequate and inappropriate categorization of articles
by too general or too narrow
subject terms or phrases, Eugene Garfield refined and applied the concept of
citation indexing to
enhance access to the scholarly literature (History of Citation Indexing ,
1998; Garfield, 1979, pp. 1-18). Simply stated, "a citation index is an ordered list of cited articles
each of which is accompanied
by a list of citing articles. The citing article is identified by a source
citation, the cited article by a
reference citation" (Garfield, 1964, p. 650; see also
Cited Reference Searching, 1999). "Citation
indexing solves the depth versus cost problem by substituting the authors'
citations for the indexer's
judgment. The approach has the advantage of eliminating the need for
intellectual indexing without
compromising either the depth of the index or the quality of its 'terms'
(Garfield, 1979, p. 2). Another
important strength of citation indexing is its search effectiveness.
This quality has two components. One is search productivity, which
is concerned
with finding the largest number of relevant papers. The other is search
efficiency,
which is concerned with minimizing the number of irrelevant papers the
searcher
must check out to identify the relevant ones (Garfield,
1979, p. 2).
The publication of the Science Citation Index® in 1963 was the first
large-scale
implementation of the citation indexing approach (Garfield, 1964, p. 649).
Although there were
predecessor and pilot projects (Garfield, 1979, pp.6-18), this initial
commercial effort has led to the
development of a number of general and specialized citation indexes for all
fields and disciplines,
which have become standard reference works in most university and research
organizations. Today, the Institute
for Scientific Information (ISI) founded by Garfield, not only publishes the
Science Citation Index®
and an enhanced version (Science Citation Index Expanded(tm), but the
Social Sciences Citation
Index® and Arts & Humanities Citation Index® as well. Specialty citation
indexes include the
Biochemistry & Biophysics Citation Index(tm), the Biotechnology Citation
Index(tm), the Chemistry Citation Index(tm), and Materials Science Citation
Index® , among others
(Citation Database Products, 1999).
In toto, "the ISI citation databases collectively index more than 8,400
high quality, peer-
reviewed journals, cover-to-cover, providing users with complete
bibliographic data ... and cited
references from the world's most influential journals" (ISI Citation
Databases, 1999).The Science Citation Index® covers approximately 3,500 of the world's leading scientific
and technical journals
(Science Citation Index Database, 1999); the
Social Sciences Citation Index® fully covers 1,700
journals and selectively covers relevant items from over 5,600 science and
social sciences journals;
and the Arts & Humanities Citation Index® fully covers over 1,140 journals
and selectively covers
relevant items from over 7,000 leading science and social sciences journals
(ISI Citation Databases, 1999); Science Citation Index
Expanded(tm) fully covers over 5,600 journals,
approximately 2,000 more titles than the print or CD-ROM version of Science Citation
Index®
(ISI Citation Databases, 1999).
As the publisher of general and speciality citation indexes, the focus
of the Institute for
Scientific Information (ISI) is to provide comprehensive coverage of the most important and
influential research conducted throughout the world (Testa, 1999). Unlike a
majority of the science
and technology indexes and abstracts that seek to be comprehensive by being
all-inclusive with the
broadest coverage of a literature, ISI seeks to be comprehensive by being
selective. Underlying its
selection process is the view that "a relatively small number of journals
publish the bulk of significant
scientific results. This principle is often referred to as Bradford's Law"
(Testa, 1999).
In the mid-1950s, S. C. Bradford realized that the core literature for
any given
scientific discipline was composed of fewer than 1,000 journals. Of
this 1,000
journals, there are relatively few with a strong relevance to the given
topic, whereas
there are many with a weaker relevance to it. Those with weak relevance
to a given
discipline or topic, however, typically have a strong relevance to
another discipline.
Thus, the core scientific literature can form itself around various
topics with individual
journals becoming more or less relevant depending on the topic.
Bradford understood
that an essential core of journals forms the literature basis for all
disciplines, and that,
therefore, most of the important papers are published in relatively few
journals.
Recent citation analyses have shown that as few as 150 journals account
for half of
what is cited and one quarter of what is published. It has also been
shown that a core
approximately 2,000 journals now account for about 85% of published
articles and 95% of
cited articles (Testa, 1999).
While a vast majority of the journal titles indexed in the various ISI
citation indexes are for
a print publication, ISI also includes electronic journals (e-journals)
among its selected sources. "In
September of 1994, ISI accepted its first electronic journal, The Online
Journal of Knowledge Synthesis for Nursing. Since then, [it] has added 16 more [titles] ... " and
expects its coverage of
electronic journals to grow steadily (Testa, 1999). ISI is not alone in this
effort. The BIOSIS Previews®
database indexes six e-journals (J. Borovicka, personal communication, March
8, 1999) and the Chemical Abstracts Service (CAS®) monitors over 30 e-journals for its
Chemical Abstracts database
(Online-only Journals ..., 1999). Overall the number of candidate scholarly
e-journals has increased significantly within this decade: in 1991, less than 30 scholarly e-journals
were identified; by 1997 nearly 2,500 were available (Mogge & Kovacs, 1997, p. 3), an increase of more than 8000
percent! If this trend continues, as many predict (Hitchcock, Carr, & Hall,
1996), "print versions of
scientific journals will soon be history ..." (Butler, 1999, p. 195). One
can expect that moving from
a paper to electronic medium will accelerate the communication process and
dissemination of research findings more rapidly at stages in the stream of communication (Hurd, 1996,
p. 24).
The promise of a 'library on the desktop' has finally begun to
become a reality over the past 12 months, and user demand for the extra capabilities of
electronic journals is driving libraries inexorably toward an electronic future
(Butler, 1999, p. 197).
For one library, this electronic future is now. The national Technical
Knowledge Center and
Library in Lyngby, Denmark, has "decided to phase out print altogether, and
deliver journals to staff
desktops via the World Wide Web" (Butler, 1999, p. 195; see also
Bjørnshauge, 1999; Technical Knowledge Center &
Library of Denmark, 1999).
The ability to click from an abstract or citation to the full text of
an article is prompting
a shift in the way that journals are used. Scientists often care less
about the journal title
than the ability to track down quickly the full text of articles
relevant to their interests
Increasingly, users view titles as merely as part of hyperlinked
'content databases'
made up of a constellations of journal titles (Butler,
1999, p. 1).
Indeed, the "boundaries created by thousands of journals appear as
little more than an
evolutionary vestige" (Butler, 1999, p. 1). "The emphasis on journal
articles, rather than journal titles
is a trend to be noted, as it underlies a major change in attitudes by
publishers ..." (Cornish, 1997, p.
170) as well as scholars. As noted by Patrick Brown, Stanford University,
traditional journals represent a 'balkanized form of science in which
information is fragmented into literally thousands of publications....
[T]here's no such thing as a scientist who takes a journal and reads it from
cover to cover" (Marshall, 1999, p. 1611).
While print journals have been a convenient method of organizing
articles with some mutual
relevance, in electronic publishing this is less true. "Individual articles can be
stored in a database
independently of one another but brought together through the medium of
individual
search strategies. ... In this context the individual article becomes
the published unit
in its own right rather than being a unit within a package" (Cornish,
1997, p. 170).
Using facilities such as citation tracking, researchers are [now] ...
compiling personal journals for the
topics or authors of interest (Butler, 1999, p. 198). This is evidence of
increasing 'demand ... for
sophisticated new products that bear little resemblance to traditional
journals" (Butler, 1999, p. 198).
The view of the literature as one vast interwoven content database is
leading many to question the need to continue to print low circulation, high-cost journals (Butler, 1999, p. 199)
and to propose or implement alternative publication systems and models.
Odlyzko predicts that while high-circulation journals will exist in print as well as in electronic
form, low circulation titles will exist only electronically (Butler, 1999, p. 199).
Walker (1998)
foresees the emergence of free
Internet access to electronic journals made possible by the comparatively
low costs of production,
storage, and distribution over the World Wide Web and a significant change
in the economics of
publishing using server technology. The ubiquitous use of server technology
for information
distribution has already modernized the distribution of pre-prints in
physics thorough the Los Alamos
National Laboratory (LANL) physics archives created by Ginsparg (1996) and is
providing a model that is
expected to transform the entire scholarly publication process (Butler,
1999, p. 199; Morton, 1997). A modified form
of the LANL 'e-print' approach is one of several models under consideration by the National Institutes of Health (NIH) for an e-print server in the
field of biology (Marshall, 1999). In what may
be viewed as a 'post-print' service, Shulenberger (1998) has proposed
a National Electronic Article Repository (NEAR) that would provide free or low-cost access to articles after their formal
publication in scholarly journals.
It is important to note that suggestions for alternatives to the scientific journal are not new.
The literature of library and
information science as well as in scientific disciplines contains proposals
dating back at least twenty
years. Prior to the widespread adoption of computers in publication, these
proposals tended to be
based on alternatives distribution schemes often involving separate articles as the basic unit,
sometimes combined with use of microfilm or fiche as a distribution unit."
(Hurd, 1996, p. 18).
In an excellent review chapter on scientic literature published thirty years
ago, Subramanyam (1979, p. 421-422) provides a summary of highly-innovative suggestions that sought to utilize
the organizational networks and telecommunications technologies of the time,
many precursors or antecedents of current proposals.
"The following are some of the proposals suggesting drastic modifications
or alternatives to the primary journal ... :
- Organization of informatioon exchange groups for public distribution
of pre-prints
- Responsive distribution of author-prepared summaries and/or full papers following computerized matching of user interests profiles and subject headings assigned by authors to their papers
- Repackaging or primary journals into 'user journals' or 'super journals' for particular user groups
- Establishment of separate radio stations and/or television statations
for broadcasting science reports
- Distribution of reports solely on tape recordings
- Substitution of the individual paper (or 'seperate') as the primary unit for distribution, replacing the primary journal
In a perceptive review of scholarly communication originally presented
at the North American
Serials Interest Group (NASIG) in June 1992, Lynch (1993) offers an
insightful distinction between
the modernization of scholarly communication and its
transformation. For Lynch, modernization can
be defined as
the use of new technology to continue to do what you have been doing,
but in a
more efficient and/or cost effective way. In the library context, one
example is
the use of computers to automate library processes of circulation and
serials
check-in (Lynch, 1993, p. 8).
In contrast to modernization, transformation addresses
the use of new technology to change processes in a fundamental way. A
shift
from a scholarly communication system that fixes results into print
publications
to one that relies on quality controlled distributed hypertext
databases that are
updated continuously, accessed and distributed through computer
communication
networks, and perhaps controlled by intelligent agent programs
operating on
behalf of end users, describes a potential transformation. ... The
possibilities of
developing distributed network-based multimedia that combine images,
sounds,
text, computer programs, and other objects is transformational in
nature.
Shared virtual reality (VR) environments, operating across the network
as a 'place' to perform scientific collaboration, point the way towards
yet another transformation of the scholarly communication process
(Lynch, 1993, pp. 8-9).
Intelligent Software Agents
As defined by Gordon (1997, p. 289), an intelligent software agent is
[A] software object empowered to represent someone and carry out some
action.
An agent might send a message, filter and deliver information, make a
purchase,
or interact with other agents. An agent generally has a purpose,
destination,
conditions on which to act, and a set of actions it is capable of
executing.
Haverkamp & Gauch (1998, pp. 305-306) provide a similar profile of
agents:
Agents themselves may be regarded almost as individual entities
pieces of
software that control their own lives. They are (usually)
continuously-running
processes that know what to do and when to do it. They communicate with
other agents, making requests and performing tasks. According to the
artificial intelligence point of view, an agent possesses a long list
of properties ...,
including: autonomy, social ability, reactivity, benevolence ...; and
rationality.
While not yet common in the management of e-journals, the application
of intelligent software
agents has been reported in the fields of manufacturing, process control,
telecommunication systems,
air traffic control, traffic and transportation management, electronic
commerce, business process
management, entertainment, and medical care, and information filtering and
gathering (Jennings,
Sycara, & Wooldridge, 1998, pp. 25-30; see also Jennings & Wooldridge, 1998;
Maes, 1994; Murch & Johnson, 1998). Recent
applications of agents for information management hold great potential for
assisting scholars in both
formal and informal communication venues as well as for the library in its
effort to manage its
acquisition, interlibrary loan and document delivery operations, cataloging,
collection development,
and reference services (McKiernan, 1999b).
"As the richness and diversity of information available ... has grown,
so [too has] the need
to manage this information .... The lack of effective information management
tools has given rise to
what is colloquially known as the information overload problem ..."
(Jennings, N. R., Sycara, K, &
Wooldridge, 1998, pp. 27; see also Klapp, 1986;
Noyes & Thomas, 1997). The information overload
problem can be
characterized in two ways:
Information filtering: Every day, we are presented with enormous
amounts of
information (via email and usenet news, for example), only a tiny
proportion
of which is relevant or important. We need to be able to sort the wheat
from
the chaff and focus on the information we need.
Information gathering: The volume of information available prevents
us from actually finding information to answer specific queries. We
need to obtain information that meets our requirements, even if this
information can only be collected from a number of different sites
(Jennings, N. R., Sycara, K, & Wooldridge,
1998, pp. 27).
A major factor contributing to information overload is the direct
management of information
by the end-user. In principle, however, there is no reason why the
management of information
resources cannot be carried out by agents, acting autonomously on behalf of
the user (Jennings, N.
R., Sycara, K, & Wooldridge, 1998, pp. 27).
With the ever-increasing availability of articles and other serial
publications in electronic format via the web, McKiernan (1998d) has proposed the creation of
'custom-configured institutional E-journals' using the inherent capabilities of intelligent software agents
to perform sophisticated identification, retrieval and resource organization on behalf of an
individual or group (McKiernan,1998a). This local-level approach is a refinement and enhancement of
discipline-based e-journal
collections described by Stern (1998) and proposed by the Task Force on
Electronic Information
Systems of the American Physical Society (American Physical Society. Task
Force on Electronic Information Systems, 1991; Schultz,
1992).
At the core of his envisioned system is a Research Interest Profile
(RIP) constructed and
refined by a cluster of specialized agents that would embody the
expressed as well as the implicit
interest topics derived from these formal and informal knowledge systems
(McKiernan 1998a,1998d). In his model, he proposes the utilization of individual and institutional
knowledge systems
represented within faculty, departmental, and institutional web pages, and
by individual and
collective scholarly 'behaviors' (e.g. publication citing and citation,
interlibrary loan borrowing,
circulation activity, etc.) (McKiernan, 1998a). For an individual, a
specialized agents using elements of the RIP established for an individual would search e-journal articles
or collections available over the Net, identify those items of high or potential relevance, categorize
them according to expressed or implicit preferences, and deliver these to the user's
desktop (Duranceau, 1999). For a department or research group, an
alternative would be to create a 'virtual' journal that make use of its collective RIP to create a dynamic institutional e-journal
comprised of an organized collection of highly-relevant electronic journal
articles by broad topic, e.g., Thin-Film Technology (McKiernan,
1998d). While highly-speculative, the need and
potential of such model was recently affirmed in a review article by
Hendler (1999):
Improvement is also being seen in the effort to make agents more
capable. Market
forces are now driving online journals and other scientific
content providers to
explore the greater use of agent-based systems. Current search
engines, using
keyword based techniques, are inadequate for providing the
detailed sort of
searches needed by the scientific community. Further, XML and
other advanced
web languages are being used to organize scientific material,
making it easier for
web agents to find key aspects of scientific documents (these
can be as simple as
author names and affiliations or as complex as identifying
components in sequences
described in figures) (Hendler, 1999).
Although not agent-based, a vision of a customized e-journal collection has
been announced by the
California State University system. Known as the Journal Access Core
Collection (JACC), this
initiative seeks to create seamless access to a collection of electronic
journals tailored to the specific
needs of the institution (California State University, 1999).
While the California State University proposal seeks to identify an
essential collection of e-journals by journal title, the growing availability and access to
individual journal articles on a 'pay-per-view' basis offers an opportunity to create and implement an augmented
custom-configured
collection.
Early journals were multidisciplinary, reflecting the broad scientific
interests
of their sponsoring groups. As scientific specializations emerged and
became
part of university curricula in the late nineteenth century, the
content of journals
became increasingly specialized .... In a communication system
dependent on
print on paper, packing of some number of articles into a journal issue
provides
convenience for users as well as economies of scale in both production
and
distribution. An electronic distribution system offers the advantage of
more
frequent distribution, and in smaller units (Hurd,
1996, p. 25-26).
The benefits and problems of a potential
network-based 'acquisition-on-demand' model for library
materials date back at least to the beginning of this decade (Bailey, Jr.,
1992; Drake, 1992; Grycz,
1992, pp. 12-13), but it was only with the increased maturity of the web and
the development of
appropriate e-commerce technologies in recent years that the vision of
electronic 'just-in-time'
acquisitions has become possible. In a newly-created web clearinghouse,
McKiernan(1999a) has
established a directory of current research projects, products, or services
which are investigating or
provide desktop access on an 'As Needed' basis
to individual journal, magazine, newspaper, or other serial
publication, article,
chapter, or paper for which an individual or institution does not
have a formal
subscription. This clearinghouse also includes bibliographic databases
that can be
searched for a fixed transactional fee.
With the increasing volume of scholarly publication in both print and
electronic form as
documented by the growing number of professional journals, and a concurrent
increase in informal
electronic scholarly communication manifested by the pervasive use of e-mail
and availability of
electronic discussion groups and conferences, the need for enhanced
organization is evident. One
approach to providing value-added access to electronic scholarly
communication in any of its forms
is to adopt, apply, or adapt existing conventional methods of information
organization.
The Library of Congress (LC) classification schedules (Library of Congress.
Cataloging Policy and Support Office, 1997) are a well-established classification scheme
which have been
used for generations by
libraries to organize a variety of print and non-print media. Within its
organized outline of
knowledge, this classification system not only denotes subject coverage and
content, but information
format and conceptual relationships as well. In considering an appropriate
organizational framework
for electronic resources, these and other similar features and general
characteristics have the potential
of providing the appropriate context and structure to facilitate access to
electronic resources.
Recognizing the potential value of this established classification system,
McKiernan (1997) created
a web-based virtual library of select science and technology scholarly Net
resources in fall 1995 using
a hypertext outline of the LC classification schedules. This prototype,
CyberStacks(sm) (McKiernan, 1995), was among the first to utilize a traditional library practice to
manage access to such resources.
Subsequently, several dozen sites were identified that also used local,
national, or international
schemes to organize the web or standard controlled vocabularies (McKiernan,
1996b, 1998c).
Among those sites that applied both a classification system and a
controlled vocabulary were
Scout Report Signpost (Scout Report
Signpost,1999; Glassel & Wells, 1998) a
collection organized
by an abridged Library of Congress Classification scheme and browsable with
an alphabetized list
of Library of Congress Subject Headings (LCSH). and OMNI (Organising
Medical Networked
Information), a collection of Internet resources in medicine, biomedicine, allied health,
health management and
related topics. In addition to indexing its collection using standard
medical subject headings (MeSH®
), the site also provides an opportunity for users to browse and search for
terms and concepts related
to a search term or phrase using the Unified Medical Language System
(UMLS®
) developed by the
U.S. National Library of Medicine (NLM) (Index to MeSH98Subject Headings,
1999).
While the adoption of library classification schemes by many libraries
and information service
agencies for organizing access to web resources is strong evidence that
established library
organizational methods can offer a framework for effectively identifying and
using these resources,
the application of this traditional approach requires intensive effort to
create and maintain. The
inherent limitations of this practice subsequently led to an investigation
of efforts that offered
automated Web resource categorization (McKiernan, 1996a) and the creation of
a clearinghouse that
includes profiles of significant projects, services, research, and products
that provide this enhancement
at the workstation, system, and network levels (McKiernan,
1996d).
At the network level, several notable notable projects were identified:
the WAIS/World Wide Web Project undertaken by staffs at the Lund University Library, Sweden, and
the National
Technological Library of Denmark, and Scorpion, a research initiative of the
OCLC Research and
Special Projects office. These two latter projects not only endeavored to
create enhanced access to Net
resources through the automated categorization or organization of Internet
resources, but also have
extended such categorization to automatic classification. Now completed, the
WAIS/World Wide
Web Project successfully identified and classified WAIS (Wide Area
Information Server) databases
within the Universal Decimal Classification (UDC) scheme and built a WAIS
subject tree based upon
the top two levels of this classification system (Ardö, A., Falcoz, F., Koch,
T., Nielsen, M. & Sandfr, M., 1994). Scorpion has sought to create a similar service by
analyzing the content of electronic resources and assigning candidates classification numbers from
the DDC system (Scorpion Project, 1999). The thesis of Scorpion is that the Dewey Decimal
Classification can be
used to perform automatic subject assignment for electronic items, i.e., the
scheme can be used to
classify an item and to suggest associated subject headings to convey
content as well.
In addition to identifying significant projects that seek to organize
Net resources using
traditional library classification systems within an automated environment,
this review also identified
several projects that employed intelligent software agents or artificial
intelligence (Luger &
Stubblefield, 1998) to provide or enhance the organization of Net resources.
Among the most
intriguing is the application of the Kohonen Self-Organizing Map (SOM)
neural network approach
to Web resource organization, most notably the ET-Space project, a
collection of entertainment Web
sites (Chen, Schuffels, & Orwig, 1996;
ET-Space 1995) developed by Hsinchun
Chen of the University of Arizona, a co-participant in the University of Illinois at
Urbana-Champaign Digital Library Initiative (DLI)(Digital Library Initiative, 1999). The Kohonen SOM
is a general unsupervised learning algorithm for analyzing and visualizing
high-dimensional statistical datatechnique developed by Teuvo Kohonen and his team at the Neural Networks
Research Centre of Helsinki University of Technology, Finland (Kohonen, 1997). The SOM
automatically organizes
documents into a two-dimensional grid so that related documents appear
physically close to each
other. Kohonen and his team have also used the SOM approach to organize
Internet resources, most
notably newsgroup postings in their WEBSOM project (Honkela, T., Kaski, S.,
Lagus, K. & Kohonen, T., 1996; WEBSOM, 1998).
While these and other projects have focused on the automated
categorization or classification
of web resources, the technologies employed need not be limited to these
select network resources.
As digital objects, e-journals and e-articles, as well as other networked
publications and
communications, are obvious candidates for computer-assisted organization.
At one level, one could
envision the application of the Kohonen Self-Organizing Map technique to an
indexing and
abstracting database, such as Ei Compendex®Web(tm) or
Medline®. Instead of searching these access
tools conventionally using keyword or controlled vocabulary terms or phrases
to retrieve a list of
records, users would browse concepts found within the text of a
self-organized version of the database
presented as a multilayered two-dimensional map, or three-dimensional
information space, navigating
to associated and relevant concepts in an exploration process. With the
ever-increasing volume of
scholarly publication worldwide and attempts to provide comprehensive
coverage by indexing and
abstracting services, the benefit of such value-added access and
organization is appealing.
The potential for such value-added access and organization has already been
demonstrated for
newsgroup postings in WEBSOM, which in one project applied the Kohonen SOM
technique to self-
organize more than one million documents from more than 80 Usenet newsgroups
(WEBSOM Map
- Million Documents, 1998). An obvious and appropriate application of this
organizational technique is to the organization of e-conference postings. As previously noted, this informal means of
scholarly communication
continues to increase alongside more formal and traditional methods and
likewise could be made
more useful by automated organizational technologies.
For indexing and abstracting databases, Bruce Schatz of the University
of Illinois at Urbana-Champaign, has facilitated access to the
Medline® database by generating a semantic index to this unwieldy 10 million-record database through sophisticated linguistic processing of
assigned medical subject headings (Alper, 1998b).
The ability to browse the conceptual spaces of e-articles and e-journals,
as well as relevant web resources, would also be highly desirable and could truly transform scholarly information access.
In addition to providing a means of organizing Web resources
automatically, SOM
applications, as well as others that offer automated categorization, also
offer alternative formats and
methods for displaying and accessing resources within a defined collection.
Such alternative
presentations hold the additional potential for accessing and using electronic
resources. Among the more
notable efforts identified in a review of Information Visualization
technologies (McKiernan, 1996c)
investigation were SiteMap, a project of Xia Lin, now of Drexel University,
and SPIRE(tm), a novel visualization application created by James A. Wise, James J. Thomas, and the
team at the Pacific
Northwest National Laboratory, Richland, Washington. SiteMap is a Java(tm) application that visualizes
a Web site or a collection of links.
Through a WebCrawler, SiteMap first traverses every link of the
web site, collects
statistical data, and indexes all the words and pages of the site.
Based on the statistical
data and the indexing, SiteMap converts each page of the site into a
vector, and uses
these vectors to train a neural network. As the outcome, the trained
neural network
presents the site in an organized map: subject areas are identified and
labeled; their sizes
and locations are determined by relationships among the subjects and by
their occurrence
and co-occurrence frequencies. Links are clustered and located within
their respective
subject areas, represented by colored dots . To help users interact
with the map,
SiteMap provides various interactive tools. For example, areas can be
labeled in
more/less detail through adjusting a scroll bar; links can be selected
through clicking
or dragging; contents of any selected links can be shown in a separate
window, etc.
(Lin, 1996).
SPIRE(tm), or Spatial Paradigm for Information Retrieval and
Exploration, "accepts large
volumes of text in almost any format, determines the relationships within
the text, and presents them
in a visual format that is natural for the human mind" (Visual Text
Analysis, 1996).
SPIRE(tm) graphically displays images based on word similarities
and themes in text.
No prior knowledge of the information or selection of themes or topics
is required.
SPIREtm creates its visualizations by processing these similarities
into the key topic
and themes and organizing the data into visual representations that
allow the user to
explore and discover relationships between text documents. Two
technologies within
SPIRE(tm), 'Galaxies' and 'Themescape', provide natural visual metaphors
requiring little
training to use. Galaxies computes word similarities and patterns in
documents and
then displays the documents on a computer screen to look like a
universe of
"docustars." Closely related documents will cluster together in a tight
group while
unrelated documents will be separated by large spaces. In Themescape,
themes
within the document spaces appear on the computer screen as a relief
map of natural
terrain. The mountains in Themescape indicate where themes are
dominant; valleys
indicate weak themes. Their shapes--a broad butte or high
pinnacle--reflect how the
thematic information is distributed and related across documents.
Themes close in
content will be close visually based on the many relationships within
the text spaces
(Visual Text Analysis, 1996).
There are high computational requirements for creating the displays in the
SPIRE(tm) model
and it will be years before desktop workstations have the capacity and
capability to generate them.
However, the development and growth of network computing (NC) may provide
the environment
in which users would be able to navigate the conceptual space of e-articles
and e-journals, and other
full-text materials. Although there are a variety of interpretations of
network computers (Wayner,1996; see also NC World,
1998), network computers are "little more than a processor chip, some,
memory, a screen, a mouse, and a keyboard. They connect through a network
cable to a server computer" (Sheehan, 1998, p. 91). With the growth of centralized web-based
indexing services as EiCompendex®Web(tm), one could envision similar centralized web-based services
for institutional electronic publications in a Net-centric computing environment
(Cole, 1999).
Instead of a collection of bibliographic records and abstracts, there would
exist a site that would serve as a repository of the digital journals, articles, reports, literature, and other e-publications subscribed
to or owned by a local library or consortium. On a routine basis, this e-collection would be appropriately
processed to create its three-dimensional conceptual landscape. In seeking to identify relevant articles
on a specific topic, users, like those using SPIRE(tm), would navigate the concepts
embodied within the document corpus and browse related and associated concepts of this visualized
collection using a joy-stick or similar interactive tool. Upon focusing on the concept spaces of interest, a user might then initiate a retrieval of the
full-text of those documents and display them at her desktop using the appropriate mouse-activated functions.
While many believe that visualization can offer enhanced navigation of
networked collections,
others believe that visualizations can be difficult to use, in part due to
the complexity of some
visualization techniques or the inherent limitations of most current
workstation monitors. To augment
the textual as well as the visual display of Web documents, some researchers
have begun to
investigate the application of Auditory Display technologies for enhanced
graphical user interface
(GUI) and Web page navigation (McKiernan, 1999c). Many such approaches have
been developed
to assist the disabled in their use of the Net and have the potential to
offer enhanced navigation and
augmented retrieval for others in web or other digital collections. One
obvious enhancement to
navigating a visualized conceptual space of e-publications would be to have
frequency of occurrence
of a concept represented by pitch: the higher the occurrence of a concept
the higher the pitch of an
associated audio cue.
The ability to interact with Web collections can be expected to be
further enhanced with the
commercialization and use of Haptic Interactive Devices currently in
development or recently
introduced for the video game market. Haptic Devices are technologies which
allow the user to
literally feel and touch objects within a computer-based environment. One of
the most promising
Haptic technologies that can be expected to further facilitate navigation
within networked collections
in the near future is the FEEL-It Mouse, a recently-announced product from
Immersion Corporation.
Using the FEELit Mouse, anything displayed on your screen can be felt
as realistic
tactile sensations. Drag an icon with the FEELit Mouse and you will
feel it stretch
as though it were truly elastic. Explore textures, liquids, surfaces,
vibrations - the
FEELit Mouse allows you to feel almost any physical phenomena,
bringing a natural
realism to your software interactions that you never before dreamed
possible.
The FEELit Mouse is not merely a pointer, it is a sophisticated
"information technology"
that enables bi-directional physical communication between user and
machine.
The user pushes on the mouse to control the cursor and the mouse pushes
back on the
user to simulate physical encounters (FEELit Mouse Overview,
1998).
The FEELit Mouse is but one of an increasing number of devices available
or in development that
that will offer haptic, tactile, or kinesthetic interaction with
computer-based or computer-controlled objects (McKiernan,
1998e). One potential application of haptic and related
technologies would be
to assist users in their evaluation of relevance of e-publications or in
selecting sets of documents for
subsequent review. One day scholars will navigate a visualized collection of
journal articles,
determining their relevance not only by their visual presentation but also
literally by their perceived
weight. To more closely examine these candidate resources, the scholar will
literally pull them into
a local visualization environment using a device such as a FEELit
Mouse.
In his keynote address on scholarly communication delivered more than
five years ago, Lynch
(1993) characterized its transformation as "the use of new technology to
change processes in a
fundamental way," noting 'shared virtual reality (VR) environments,
operating across the network'
and distributed multimedia that combined images, sound, text, computer
programs, and other objects
as truly transformational technologies. While many may have considered this
vision more fiction than
science, recent network experiments such as the Tele-Immersion Initiative
(National Tele-Immersion
Initiative, 1998; Tele-Immersion Home Page, 1997) and interface enhancements
as the Tele-Cubicle
(Components of a Telecubicle,
1997) will soon make it a reality. Such
technology will not only offer
a telepresence in which scholars will be able to formally and informally
collaborate, but provide an
environment in which they will directly interact with information resources,
with such technology becoming the 'Next-Next Generation' workstation (McKiernan, 1998f).
Long before the establishment of the first professional society,
scholars sought to convey and
discuss their ideas, innovations, and insights with colleagues. What began
as individual interaction
in a local venue expanded to include more formal communication typified by
the publication of
observations in the scholarly journal beginning in the 17th century. Prior
to their appearance
the majority of communciations among philosophers and scientists were by
letter, printed essay, or treatise. The existence of such works was carried
by word of mouth. The rise of the scientific societies provided ... the
impetus to publish the journal. Members of [a] ... society submitted their
own works, either from personal correspondence or items from their
libraries, which were to be included in the journal (Kobulnicky, 1977, p. 220).
In the
decades that followed, the
volume of formal publishing increased so significantly that it became more
difficult to identify
scholarship in a research field. While the development of indexing and
abstracting services and their
predecessors have facilitated access to published research, difficulties still
remain due in part to the
unwieldy growth of scholarly publishing and the inherent limitations of
conventional indexing
methods and practices. In response to these and other inadequacies, citation
indexing arose to identify
conceptually-related work.
The Internet and the web have enhanced informal
and formal interaction
among scholars, expanding on conventional communication and publication
forms in a worldwide
venue.
Although the electronic environment has facilitated scholarly
interaction, it has also
exacerbated it as well, providing access to more information and more
formats daily . Yet, while
many recognize the potential benefit of advanced technologies for
communication, many electronic
resources continue to be managed in conventional and traditional ways. We
continue to treat digital
objects as physical objects, ignoring their malleable nature. In general,
the digital character of digital
objects is not exploited as fully as it might be. To fully utilize
electronic publications and associated
finding aids, we must "divest ourselves of many of ... [our] paper-based
concepts" (Cornish, 1997,
p. 170). As noted by Crawford (1996, p. 6):
the conditions that gave birth to the journal and the book, and that
made each
in its time the ideal medium for communicating, have changed. In the
digital
world, information conveyance devices that provide identification,
transmission,
and storage functions are no longer discrete physical entities.
Established techniques and technologies for identifying and managing these
and other electronic resources are proving less effective with
ever-increasing growth. Today, we
have the technological potential for designing and developing digital
systems that provide
appropriate value-added organization and access to fully utilize digital
information sources
(Crawford, 1996, p.6). While many emerging technologies are currently
limited to experimental
domains (Alper, 1998a), in time they will become conventional tools for
scholars in accessing
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