E-Journals OK – Overall User Experience NOK

In my last entry on this topic I mused if I would get a response from the developers to some suggestions I had sent them; and I was awaiting a new version of the mobile app which apparently was going to resolve some of the issues I had. After 5 months, sadly the answer to both points is NO! I’ve had no communication from the developers whatsoever – they seem to have missed the growing trend to interact with customers. And the new mobile app doesn’t seem to enable users to limit the number of different versions of an article that a user is informed about; nor does it make it any easier to find a particular journal amidst the many hundreds published by Taylor & Francis.

However, I think I’ve had enough with messing about with this. I’ve simply stopped taking too much notice of the alerts as they come through in the email. If an article was really of huge interest I might open it up, but otherwise I just wait till I get the email of a full issue when it’s published and at that point take a look at particular papers and if one is particularly interesting I’ll download it to my document management system and make an entry in my index.  Of course this is exactly how I used to do it when I got the hardcopy version of the journal, so I guess, in my case anyway, the promise of a more immediate journal experience has not been realised, except for those rare papers which have titles which inspire a specific and special interest. The price of being able to spot those special few is having a significant number of alert emails added to the mail queue. Is it worth it? Well, I’m not so sure, but at least that’s one thing that is somewhat user configurable – you can elect to have the alerts Daily, Weekly, Monthly or Never. Unfortunately the functionality to just be alerted when a new issue is finally published seems to be missing despite the text in the settings seeming to indicate that such a choice is available. I’m afraid that’s the final straw – this organisation isn’t really bothered about the individual end user, and I have other things to do with my time. I’ve found that taking a journal electronically does work for me – especially when reading it on an iPad – but I suspect there may be better overall user experiences to be had.  It’s time to get of this bus.

Paperbacks Finished

Today I finished digitising the set of 111 paperbacks. It’s been a slow seven week haul but I speeded up as I got more practice and was eventually doing about eight books a day. I started out with the paperbacks as a trial for the main hardback sets; but having done them I realise that they do mean a lot to me, and that they represent a valid investigation in their own right. This is what I think I’ve learned so far:
1. Looking at each of the paperbacks reminded me of how interesting some of them were and has renewed my interest in them.
2. Having the books on my iPad gives me immediate and easy access to them, and makes it perfectly feasible to just dip in and out of them at will – something I have already been doing.
3. It’s good to have the book covers visible on the iPad – on the bookshelves only the spines were visible.
4. I’m luxuriating in the knowledge that I’ll be able to have access to these books always wherever I am – whether it’s in a new house, on holiday, in the house of my children, or in a care home or hospital.
5. Having freed up one whole bookshelf I realise that it opens up the possibility of putting other things on it- both things I don’t have enough room for elsewhere or things which have been stored and which I’d like to make visible.
6. On the down side, I’ve had to destroy the books to digitise them, so I won’t be able to handle the physical items any more. For the most part that’s not a problem, but for one or two, (such as the copy of the Travels of Marco Polo which I covered with takiback some 50 years ago) it’s a shame.

12 Step Scoping Template

Over the last few weeks I’ve tried out both the Plato 4 tool (http://www.ifs.tuwien.ac.at/dp/plato/intro/) and the DPC 12-question template provided me by William Kilbride. Plato is a free comprehensive web-based tool for which you have to register to use and which you can then use for any number of collections. It takes you through a workflow which includes inputting sample documents and defining experiments to test preservation options. However, it doesn’t provide any guidance on what those options could be. It is clearly aimed at institutions with large complex collections, however, as an owner of relatively small collections, I found it useful to experience the preservation steps that it takes you through. The 12 step questionnaire is a much more flexible tool, which while also being designed for large institutional collections (as indicated by the inclusion of a variety of Risk Management information) is much more flexible and is easily adapted for use for small personal collections.

I tried out both tools on a small uncomplicated collection of some 800 files of Mementos and Personal Electronic documents (Test of 12-step Template) and came up with the following initial observations (which I have relayed back to William Kilbride and Neil Beagrie):
A. Neither tool provides specific technical guidance on what to do.
B. Plato is designed for large institutional collections and, of the two, the DPC 12 step tool is most adaptable for use with Personal Information collections.
C. The 12 step template seems to be more of a Scoping document which would be a precursor to a Plan.
D. Neither tool mentions a Maintenance Schedule but seem to assume that the Preservation Plan will incorporate both immediate and long term actions. I believe it will be more effective to separate the two so that an initial project (which includes a task to produce a Maintenance Schedule) can be defined, completed and closed.

I now have a way forward – I shall create the following three sets of documentation to perform Digital Preservation work on a particular collection:

  • Scoping document (adapted from the Kilbride 12 step template)
  • Preservation Plan (which will define specific actions to be taken immediately:
  • Maintenance Schedule (which will define actions to be taken during the lifetime of the collection)

The Collections I shall perform this work on are:

  1. PAW-PERS – approx 800 Personal Files of various uncomplicated file types with an Excel index
  2. Photos – approx 14,000 – mainly JPGs with an Excel index
  3. e-Books – approx 180 books from my bookshelves that I have scanned to PDF, with an Excel Index
  4. PAW/DOC – approx 180,000 personal work files currently in a Document Management System with a linked Filemaker Pro index.

The key information I am still missing is specific guidance on preservation actions that can be taken such as what are the best long term file formats. I’ve asked William Kilbride if any such guidance is documented in one place, but suspect I am going to have to rely on individuals to help me find it. Hence, I am trying to find someone who I can collaborate with and have started by emailing Jenny Bunn at UCL and shall also contact the three names that William Kilbride suggested.

First step – try out two approaches

To get started on this work, I’ve been looking for examples of Preservation Plans that I can use to understand what I need to do. However, they are not so easy to find. Descriptions of Preservation Planning Policies and Processes are available but these tend to be aimed at institutions managing large collections. I need something that will work for relatively small collections owned by individuals. To get some idea of what is available, I spoke to William Kilbride of the Digital Preservation Coalition, who was kind enough to provide me with some training materials which include 12 questions to answer to devise a Preservation Plan. He also advised me to take a look at the Plato online tool for constructing a plan. I think I’m going to take one of my collections and have a quick try out of both approaches before deciding exactly how to proceed. William also very kindly gave me three contact names who I could try in my search for a collaborator on this topic. So, I’ll also be following them up in the coming weeks.

Digital Preservation Planning

With today’s computer technology, it’s never been easier to collect and enjoy digital artefacts. However, creating the artefacts in the first place is simply not enough to ensure that you’ll be able to enjoy them in the long-term or be able to hand them down to family members. Unfortunately, the technology we use continues to change rapidly, so the hardware and software that works today is unlikely to be of much use in twenty years time. So, to ensure that a digital collection will be accessible and usable for years to come, it’s necessary to make a plan – a Digital Preservation Plan – and then to apply it. This is what I need to do for all the various digital collections that I’ve been working on and discussing in the OFC website; and I’m going to use the practical experience I gain in the process to assess the usefulness of today’s Preservation Planning guidance and tools and, if I find any shortcomings, try to make suggestions for improvement to the professional community working in this field.

Displaying Mementos in SideBooks

I finished sorting and scanning the initial set of mementos at the end of November last year. Of the 734 items considered, 434 were included in the collection, indexed and digitised; and, of those, 133 were retained in their original physical form and stored temporarily in presentation folders or a display cabinet. With that complete I was able to include the Memento Collection in work on understanding the role of the artefact in the digital age.

However, It was always my intention to explore ways of bringing both the physical and digital mementos to life and making them visible and accessible, at some point in the future. The opportunity to do so arrived sooner than I anticipated when, by chance, the SideBooks tool that I identified for my electronic bookshelf work turned out to be an excellent mechanism for doing just that. It displays the first page of a PDF file on a virtual bookshelf in an iPad tablet – and, since many Mementos are more pictorial than just plain text, this results in a very visible and accessible display. Furthermore, SideBooks has an inbuilt capability to import files using Dropbox. Consequently I was able to import and assemble the 400+ memento files into SideBooks on my iPad over the course of just a few days. I’m very pleased with the result. My mementos which had been locked up in a jumble in a box in the loft for years, are now visible and accessible in an instantly accessible iPad which I can carry round the house with me and take with me wherever I go. Some example screens are shown below.

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I may do more work on bringing the mementos to life in the future but for now I have a very workable and serviceable solution. Of course, there is still the remainder of the Year Files from after I got married in 1980 to the present day that need to be sorted, indexed and scanned before this Journey will be complete. That exercise may throw up some further insights since, unlike the work I have done to date on my own, it will be conducted with my wife who may have other ideas of what to keep and why, and how to store and display items.

Experiences with the first 35 books

Although I’ve decided to start this work by initially displaying my digitised books in the Sidebooks iPad app, I still want to have the possibility of exploring interaction with a full size simulation of a shelf full of books.  So, before starting to scan, I took some photos of the books on the shelves and manipulated them using the GIMP editor to get them to come out actual size on two 30 x 40 in Poster Prints which I got using a half price offer from the Snapfish service.  That gives me the ability downstream  to cut out each set of books from the posters and fix them to whatever surface I desire.

Paperback books University and Work BooksI got the posters done about four weeks ago and since then I’ve been knuckling down to the hard graft of scanning the books (I have explored whether there are pre-scanned copies available on the net but with little success – more of this in another entry). This involves scanning the front and back covers and then cutting the pages down the spine edge so that I can put them through the sheet feeder. So far I’ve done 35 paperbacks and think I’ve got round most of the problems and issues including:

  • Covers: The covers need a separate flatbed scan so I do them first to a separate file and stitch them into the main PDF at the end of the process.
  • Page browning: Older paperbacks seem particularly prone to this and can result in scanned images that are too dark. To get a readable scan the contrast setting needs to be adjusted.
  • Pages stuck together: Pages need to be completely separate from each other to go through the scanner smoothly, so the spine cut has to be sufficiently far in to ensure that none of the pages remain stuck together with the spine glue.
  • Spine cut can skew: I’ve found that trying to cut through too many pages at once is counterproductive as the cut gets skewed. So I limit the edge cuts to sections of about 130 pages.
  • Incorrectly scanned pages: The pages go through the duplex scanner very quickly (a couple of minutes for 150 pages) and occasionally the software makes mistakes such as cutting off the edges of pages, or displaying two or more pages as a single image, or failing to turn a page to its correct vertical alignment. So I conduct an eyeball check of the thumbnails as the pages go through the scanner and rescan if there appears to be major problems with a particular run; and then I do a detailed check in the PDF Editor afterwards before inserting the covers and creating the Bookmarks (see below).
  • Bookmarks: The Sidebooks software has  a facility to display a book’s contents which can be used to jump to a particular part of the book – but these are essentially bookmarks which have to be manually created in the PDF version by going to each relevant page, specifying the destination point and creating the text that will appear in the bookmark list. The more chapters or sections that a book has the longer this process takes – I’m beginning to value authors who don’t go overboard on the chapter thing.
  • Testing in Sidebooks: The final stage is to place the finished file into my dropbox folder on my PC, wait for it to replicate, then to open the dropbox option in Sidebooks, select the file and wait for the book cover to appear on the Sidebooks bookshelf. This is an incredibly quick process – it takes about 40 seconds from start to finish for a 15Mb file! I then do a quick check of the covers and a few pages to make sure they look OK and then test that each of the bookmarks links to the correct page. Sometimes, the wrong page is opened or I discover a spelling error in the Bookmark text so I go back to the PDF editor and make whatever changes are required and download the file again.
  • Proof of ownership: To demonstrate that I haven’t just ripped these books and to  insure against any copyright issues downstream, I am pulling the complete front, spine and back covers intact from the spines of the books themselves and retaining them together with the Title and Publisher’s Info pages, and storing them in the loft (the intact covers may also come in useful if I want to create images of the spines for any interaction experiment downstream).

My initial reaction to the results in Sidebooks (see below) is very positive. It may just look like a familiar old e-book display – but the fact that they are all my books that I’m familiar with and that they are so easily accessible is particularly satisfying. When I’m through the scanning process I shall do a more detailed examination of the impact of this different way of owning a collection of books.

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Above are three views of the Sidebooks bookshelf showing the 35 paperbacks I’ve scanned so far. Sidebooks reacts to the iPad zoom in and zoom out facility by placing more or less books on a shelf.

The end of this particular road

I received word from the JASIST editor last Friday that the IV in PIM paper had not been accepted for publication. It included damning comments from two Reviewers which made me conclude that it isn’t worth trying another publication. Instead, I’m publishing the paper here. At least I know that it’s a coherent piece of work, which faithfully reports a non-trivial process, and from which has emerged two novel sets of ideas – a Model of ‘Decisions associated with Personal Information Collections’ and a list of ‘Retention Criteria for Personal Information Collections’ (the latter of which has already been of use in informing my choice of books for the Electronic Bookshelf work that I embarked upon a few weeks ago). From starting out with some vague questions about the worth of hardcopy documents in an increasingly electronic age, I’ve learned a lot more about the newly emerging PIM discipline, about the professional field of Archiving, about the relationship between Document collections and Memento collections, and about why I keep the physical artefacts that I keep. It’s been a worthwhile journey.

e-paper 0 – iPad App 1

For the last week I’ve been mulling over what I can do to get this electronic bookshelf work started. I’d already planned to do a quick review of the e-paper literature on the net; but in addition to that I started to think that there might be mileage in investigating the use of iBooks and similar apps for the iPad. Clearly there’s a big difference between simulating a bookshelf on an eight foot stretch of wall and representing that bookshelf on a small iPad screen. However, I started to realise that actually it was just a matter of scale and that the basic architecture would probably remain the same for whatever physical size of screen was used. That set me thinking that, although my initial aim was to simulate books on a bookshelf, displaying mementos and photos  in a virtual cabinet, board or frame are also manifestations of a broader capability – to make personal things visible and accessible. That was the point I decided to draft the following set of functional components:

  • Objects: Books, Photos, Mementos, Posters/paintings
  • Screen: Size, Colour/B&W
  • Interaction: Mode, Process
  • Display templates: Single full screen, Two half screens, Row, Four quarter screens, Other, User defined
  • Playlists: All Books, All photos, All mementos, All Posters/paintings, User defined

With my thoughts a little clearer, yesterday I spent an hour or so scanning the net for info about the current state of e-paper. I found an excellent 2011 article published in the Journal of the Society for Information Display by J. Heikenfeld et al, entitled, ‘A critical review of the present and future prospects for electronic paper’. This seemed to suggest that a lot was going on and that there was a lot of potential, but that e-paper, at that time anyway, wasn’t a mainstream product. A search of the current suppliers seemed to verify this. There don’t seem to be many suppliers and specific product info isn’t advertised – general capabilities are described with invitations to contact the company to discuss requirements. I began to realise that getting my hands on long lengths of e-paper was going to be difficult.

I then started looking at the many and varied iPad bookshelf/pinboard apps. The Apple iBooks app seems to be limited to a single representation of book covers in rows on a white background and only for PDFs. Another product, SideBooks, provides a bookshelf representation (in a variety of possible colours/designs) but, like iBooks, only displays the front covers – not the spines. It also enables hierarchies to be constructed i.e. an icon of the spines of 6 books represents a whole lower level bookshelf and so on indefinitely. Unfortunately SideBooks can only handle PDF, ZIP, CBZ, RAR and CBR Formats – so not JPG photos. However it does enable new items to be imported via Dropbox (this is simple and quick) or iTunes. I tried putting several photos into a PDF and importing it into SideBooks and this worked well – the resulting file sat on the bookshelf with the image of the first photo displayed on the cover. This will be fine for mementos.

This, then, is where I’m up to. I shall continue to look through the labyrinthine Apple Store to come up with a Bookshelf/Display Board product that can handle both PDFs AND Photos – but I’m beginning to think that I might just get on and do this experiment using SideBooks.

Getting started – assembling the books

I have over 100 university and work books that are cluttering up my overflowing bookshelves and that I rarely use, but which I am reluctant to get rid of entirely because in some sense they represent me, and what I am and where I’ve been. For many years I’ve had the notion that this conundrum might be resolved by taking a roll of E-Paper, placing it on a wall, displaying images of shelving and book spines, and being able to touch an item on the shelf and have it displayed on a local screen (The Electronic Bookshelf – summary of the idea).

A few days ago, after finishing the Digital Age Artefacts IV paper and getting up to date with the family photos (a big job which included many wedding photos), I decided to track down all the remaining hardcopy items recorded in my Job Document index and scan them. This included some old copies of ‘Mac Times’ and of ‘Creativity and Innovation Network’ stored in a box in the loft; and also some books and binders on my bookshelf. Tackling the items on the bookshelf prompted me to sort out the books so that the ones I envisaged being used in the Electronic Bookshelf exercise were all together. It was while I was doing this that a couple of the insights I had had in the course of the Digital Age Artefacts work came into play. Specifically, that I wouldn’t want to get rid of hardcopy which contained my own writings, or writings of people I knew, or which were significant publications by organisations I had worked for. While assembling those groups of items together, another category became apparent; I realised I wouldn’t want to dispose of those books which I had used extensively in my work. The bookshelf sort soon became a full-blooded re-organisation with the net result that I have now identified all the books that I’ll use for the Electronic Bookshelf work and placed them into appropriate groups.

There’s two more pieces of preliminary work to be done: first, about 20 of the books have been catalogued in my Job Documents index as PAW/BKS items, and I need to decide whether they will remain untouched as an integral part of the set of Job Documents material, or whether to separate them off thereby making them available for the Electronic Bookshelf experiment (which will entail destroying them in order to scan them). Second, a few of the books don’t have title and author information on the spines – information that is highly relevant to the Electronic Bookshelf experiment. Some of these items clearly belonged to  the PAW/DOC set of material so I dealt with them by scanning them and placing the scanned versions in the Document Management System, and destroying the paper (they were the proceedings of a 1991 workshop on CSCW in Berlin; and four booklets produced by the UK DTI ‘Usability Now’ initiative in the early 1990s – a directory of HCI Tools and Methods, a booklet on HCI standards; a directory of HCI Training; and a directory of HCI practitioners). For the remainder, I may investigate attaching spine information in some way or other.

Having made a start on the electronic bookshelf work, I think the next stage is to do a quick internet search for related work and for people who might be interested in collaborating with me on this particular journey.