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A Framework for Cultural Heritage
 Digital Libraries in the Developing
                World:
Access to Non-Textual Information
for Non-Literate People in Morocco
        Preliminary Proposal Presentation
     School of Communication & Information
                Rutgers University
                October 30, 2009


           Heather Lea Moulaison             1
The Mediterranean




                    Satellite map from
                                     2
                    maps.google.com
Background to the study
• Fulbright Senior Scholar grant, Morocco,
  2008-2009 (teaching)
  – Ecole des Sciences de l’Information, Rabat,
    Morocco




                                                  3
Background to the study
• Fulbright Senior Scholar grant, Morocco,
  2008-2009 (teaching)
  – Navigating daily life




                                             4
Background to the study
• Fulbright Senior Scholar grant, Morocco,
  2008-2009 (teaching)
  – In contact with other U.S. Fulbright grantees and
    U.S. institutions (Embassy, etc.)




                                                        5
Informal problem statement
• Initial problem description:        Ito (S. Kramer, Stories of
  Is it possible for libraries to     Western Presence, 2008)
  assist with the preservation of
  memory for people from an
  oral culture?

• Revised problem description:
  Are digital libraries a good idea
  in developing countries? --Can
  they play a role in the
  preservation of cultural
  heritage? If so, how?

                                                                   6
Organization of talk
• (Background to the Study and) Rationale (5
  minutes)
• Literature review (5-10 minutes)
• Research Questions/Methodology (5-10
  minutes)




                                               7
Rationale
I.         Citizens in the developing world experience barriers to Web use:
       –       Literacy
       –       Hardware (computers)
       –       Infrastructure (electricity, ISPs)
       –       Societal (political, status-based)
II.        Citizens in the developing world:
       –       Have a right to access information (UN Declaration of Human Rights,
               1948)
       –       Can begin to use the Internet for accessing information:
           •      Read numbers
           •      Are already using other ICTs
           •      Have access to labor (repairs, etc.).
III.       Fulbright grantees do research:
       –       Careful vetting process of projects, permissions secured.
       –       No way to preserve or share knowledge from electronic documents
               among researchers
           •      Documents not diffused
           •      Documents not archived for present/future generations of scholars
       –       A/V documents usable by citizens in developing countries are not
               available
           •      These documents constitute a part of the cultural heritage
                                                                                      8
Goals
• Explore the needs of non-literate citizens in the
  developing world vis-à-vis digital libraries and specialized
  interfaces.
• Devise a framework for a digital library (DL) of audio-
  visual cultural heritage (CH) documents*
   – CHDL Interface and system adapted to non-literate citizens in
     developing countries
       • Base access on national culture
       • Meet goals of universal usability
       • Provide benefits of accessing info. online
   – Content of CHDL
       • Serve scholars who create documents (organize, archive, provide
         access)
           – Create a platform for exchange in the scholarly world
       • Serve non-literate citizens who are the subjects of the documents
         generated during fieldwork
                                                            *electronic files
Review of the literature:
          Defining four key concepts
• Literacy: “the quality or state of being literate; knowledge of
  letters; condition in respect to education, especially the
  ability to read and write” (Literacy, 1989):
   – “Literacy is a process of learning that enables individuals to achieve
     personal goals, develop their knowledge and potential, and
     participate fully in the community and wider society” (Global
     Monitoring Report Team EFA, 2008, p. 410),
   – An illiterate person is one “who cannot read and write with
     understanding a simple statement related to his/her everyday life.”
     (Global Monitoring Report Team EFA, 2008, p. 411),
   – Non-literate citizens are those coming from oral cultures that do
     not emphasize literacy or education (Cédelle, 2008),
   – 776 million adults in the world today remain without basic literacy
     skills (Global Monitoring Report Team EFA, 2008, p. 91),
   – Speech is a basic method of communication exploited by people in
     oral cultures (Brady, Dyson, & Asela, 2008).
                                                                      10
Review of the Literature:
 Defining four key concepts (cont.)
• Culture: “Learned behavior consisting of thoughts, feelings, and
  actions” (Hoft, 1996, p. 41),
    – “Mental programming” (Hofstede, 1980)
• Cultural heritage: Heritage is “our legacy from the past, what we live
  with today, and what we pass on to future generations. Our cultural
  and natural heritage are both irreplaceable sources of life and
  inspiration” (UNESCO, 2009),
• Digital Libraries (DL): “Digital libraries are constructed -- collected and
  organized -- by a community of users, and their functional capabilities
  support the information needs and uses of that community. They are a
  component of communities in which individuals and groups interact
  with each other, using data, information, and knowledge resources
  and systems. In this sense they are an extension, enhancement, and
  integration of a variety of information institutions as physical places
  where resources are selected, collected, organized, preserved, and
  accessed in support of a user community …”(Borgman et al., 1996,
  sect. I)
                                                                           11
Review of the literature:
        Theories and Frameworks
                    Cultural usability
• National culture: Dimensions (Hofstede, 1980)
   – Applications to interfaces: “cultural markers” (Barber &
     Badre, 1998); Interface analysis (Marcus & Gould, 2000).
• Universal usability: “Having more than 90% of all
  households as successful users of information and
  communications services at least once a week"
  (Shneiderman, 2000, p. 85).
   – “The freedom […] to seek, receive and impart information
     and ideas through any media and regardless of frontiers”
     is a basic human right (United Nations, 1948/2009, Art.19),
   – Localization (del Galdo, 1990) are one step,
   – Four Phases of Human Activity, interaction with
     information (Shneiderman, 2002)
                                                                12
Review of the literature:
  Theories and Frameworks (cont.)
                    Systems Aspects
• Organization of information: Promotion of use and
  access (Ranganathan, 1931); controlled vocabularies
  and indexing: Indexing practice (Taylor, 2007; Vellucci,
  2000); World view (Allouh, 1998, etc.); Online
  taxonomies, folksonomies (desire lines, users as Killer
  Apps, inherent noise in tags); international standards
  for metadata (ISO, DCMI, IFLA, etc.)
• Information retrieval: Browsing can permit
  serendipitous finding (Bates, 1989; Cloonan & Dove,
  2007), A/V format retrieval (i.e. TREC 2001- TRECVID).

                                                         13
Review of the Literature:
                Related Studies
In the West:
• Global and multicultural interface design (Cyr & Trevor-Smith, 2004).
• With blind users: Soundtrack (Edwards, 1989); DAHNI: (Petrie, Morley, McNally,
    O’Neill, & Majoe, 1997)
• Using new technologies: “earcons” (Blattner, Sumikawa, & Greenberg, 1989);
    SonicFinder (Gaver, 1986; Gaver, 1989); Speechskimmer (Arons, 1997).
• Icon design: (Guastello, Traut, & Korienek, 1989; Kacmar & Carey, 1991; Shirk &
    Smith, 1994).
In the developing world:
• Digital libraries interfaces (Duncker, 2002; Deo, Nichols, Cunningham, Witten, &
    Trujillo, 2004).
• Usabiilty of Web interfaces in the developing world:(Kettani, 2007; Knight,
    Gunawardena, Bouachrine, Dassanayake, Gnanakumar, & Kulasuriya, 2006;
    Medhi, Prasad, & Toyama, 2007; Yeo, 2001).
• Mobile phones and ATMs: Storybank (Jones, Harwood, Buchanan, & Lalmas, 2007;
    Jones, Thom, Bainbridge, & Frohlich,2009), Nokia (Chipchase, 2008); ATMs (Angeli,
    Athavankarb, Joshib, Coventry, & Johnson, 2004).
• Access among the poor (Klimaszewski & Nyce, 2009).                               14
Research Questions
Cultural Usability:
• RQ1: Should we attempt to provide online access to
  information for non-literate citizens in the developing
  world?
   – Can members of an oral culture benefit from digital
     libraries, and if so, how?
• RQ2: Can the study of cultural usability contribute to
  the body of knowledge in the field of human-computer
  interactions (HCI)?
   – How does culture affect HCI?
   – Can an understanding of culture and obstacles to access
     inform DL design and promote usability?

                                                               15
Research Questions (cont.)
Systems Aspects:
• RQ3: How can LIS theory inform the creation of a DL system for
   non-literate users?
   – Which aspects of organization of information theory and information
     retrieval theory can be applied to the special problem of a CHDL?
   – Can and should systems be adapted to meet non-literate user needs?
   – Do practices evident in the read/write Web enhance CHDL systems?
• RQ4: What are the elements of DL interfaces that must be adapted
  for non-literate users and how should these elements be
  implemented?
   – How should CHDL interfaces adapt to culture?
   – How should CHDL interfaces adapt to level of literacy?
   – How should CHDL interfaces adapt to level of development?
   – How can DL systems be enhanced to facilitate current and future
     usability?
   – How does LIS theory assist in these design questions?
                                                                       16
Research Questions (cont.)
One final research question represents the
  synthesis of the other two lines of
  questioning.
• RQ5: How does Morocco exemplify the
  problems of culture, literacy, and
  development?
  – Can a case study of Morocco inform the study of
    access in the developing world?


                                                      17
Methodology
• Ethnographic methodologies: considering people
  (ethno-) and in describing (-graphy) them and their
  relationships to information access
   – There is no defining single method for ethnography
     (Lindlof & Taylor, 2002),
   – Unlike anthropological studies using ethnography, this
     study does not put forth research questions that seek to
     answer Why? (D. Hodgson, personal communication,
     October 16, 2009), but rather Can we …? and If so, how?
   – Primarily a literature-based study
   – Supplemented with in-country observations
      • Informal conversations
      • Informal observations
                                                                18
      • Content analysis of websites
References
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Anderson, C. (2006). The long tail: Why the future of business is selling less of more. New York: Hyperion.
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Vellucci, S. L. (2000). Metadata and authority control. Library Resources & Technical Services, 44(1), 33.                                                     20
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       1(3), 104-111.
Thank you.
  Merci.
   ‫را‬

Questions?
             21

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Preliminary Proposal

  • 1. A Framework for Cultural Heritage Digital Libraries in the Developing World: Access to Non-Textual Information for Non-Literate People in Morocco Preliminary Proposal Presentation School of Communication & Information Rutgers University October 30, 2009 Heather Lea Moulaison 1
  • 2. The Mediterranean Satellite map from 2 maps.google.com
  • 3. Background to the study • Fulbright Senior Scholar grant, Morocco, 2008-2009 (teaching) – Ecole des Sciences de l’Information, Rabat, Morocco 3
  • 4. Background to the study • Fulbright Senior Scholar grant, Morocco, 2008-2009 (teaching) – Navigating daily life 4
  • 5. Background to the study • Fulbright Senior Scholar grant, Morocco, 2008-2009 (teaching) – In contact with other U.S. Fulbright grantees and U.S. institutions (Embassy, etc.) 5
  • 6. Informal problem statement • Initial problem description: Ito (S. Kramer, Stories of Is it possible for libraries to Western Presence, 2008) assist with the preservation of memory for people from an oral culture? • Revised problem description: Are digital libraries a good idea in developing countries? --Can they play a role in the preservation of cultural heritage? If so, how? 6
  • 7. Organization of talk • (Background to the Study and) Rationale (5 minutes) • Literature review (5-10 minutes) • Research Questions/Methodology (5-10 minutes) 7
  • 8. Rationale I. Citizens in the developing world experience barriers to Web use: – Literacy – Hardware (computers) – Infrastructure (electricity, ISPs) – Societal (political, status-based) II. Citizens in the developing world: – Have a right to access information (UN Declaration of Human Rights, 1948) – Can begin to use the Internet for accessing information: • Read numbers • Are already using other ICTs • Have access to labor (repairs, etc.). III. Fulbright grantees do research: – Careful vetting process of projects, permissions secured. – No way to preserve or share knowledge from electronic documents among researchers • Documents not diffused • Documents not archived for present/future generations of scholars – A/V documents usable by citizens in developing countries are not available • These documents constitute a part of the cultural heritage 8
  • 9. Goals • Explore the needs of non-literate citizens in the developing world vis-à-vis digital libraries and specialized interfaces. • Devise a framework for a digital library (DL) of audio- visual cultural heritage (CH) documents* – CHDL Interface and system adapted to non-literate citizens in developing countries • Base access on national culture • Meet goals of universal usability • Provide benefits of accessing info. online – Content of CHDL • Serve scholars who create documents (organize, archive, provide access) – Create a platform for exchange in the scholarly world • Serve non-literate citizens who are the subjects of the documents generated during fieldwork *electronic files
  • 10. Review of the literature: Defining four key concepts • Literacy: “the quality or state of being literate; knowledge of letters; condition in respect to education, especially the ability to read and write” (Literacy, 1989): – “Literacy is a process of learning that enables individuals to achieve personal goals, develop their knowledge and potential, and participate fully in the community and wider society” (Global Monitoring Report Team EFA, 2008, p. 410), – An illiterate person is one “who cannot read and write with understanding a simple statement related to his/her everyday life.” (Global Monitoring Report Team EFA, 2008, p. 411), – Non-literate citizens are those coming from oral cultures that do not emphasize literacy or education (Cédelle, 2008), – 776 million adults in the world today remain without basic literacy skills (Global Monitoring Report Team EFA, 2008, p. 91), – Speech is a basic method of communication exploited by people in oral cultures (Brady, Dyson, & Asela, 2008). 10
  • 11. Review of the Literature: Defining four key concepts (cont.) • Culture: “Learned behavior consisting of thoughts, feelings, and actions” (Hoft, 1996, p. 41), – “Mental programming” (Hofstede, 1980) • Cultural heritage: Heritage is “our legacy from the past, what we live with today, and what we pass on to future generations. Our cultural and natural heritage are both irreplaceable sources of life and inspiration” (UNESCO, 2009), • Digital Libraries (DL): “Digital libraries are constructed -- collected and organized -- by a community of users, and their functional capabilities support the information needs and uses of that community. They are a component of communities in which individuals and groups interact with each other, using data, information, and knowledge resources and systems. In this sense they are an extension, enhancement, and integration of a variety of information institutions as physical places where resources are selected, collected, organized, preserved, and accessed in support of a user community …”(Borgman et al., 1996, sect. I) 11
  • 12. Review of the literature: Theories and Frameworks Cultural usability • National culture: Dimensions (Hofstede, 1980) – Applications to interfaces: “cultural markers” (Barber & Badre, 1998); Interface analysis (Marcus & Gould, 2000). • Universal usability: “Having more than 90% of all households as successful users of information and communications services at least once a week" (Shneiderman, 2000, p. 85). – “The freedom […] to seek, receive and impart information and ideas through any media and regardless of frontiers” is a basic human right (United Nations, 1948/2009, Art.19), – Localization (del Galdo, 1990) are one step, – Four Phases of Human Activity, interaction with information (Shneiderman, 2002) 12
  • 13. Review of the literature: Theories and Frameworks (cont.) Systems Aspects • Organization of information: Promotion of use and access (Ranganathan, 1931); controlled vocabularies and indexing: Indexing practice (Taylor, 2007; Vellucci, 2000); World view (Allouh, 1998, etc.); Online taxonomies, folksonomies (desire lines, users as Killer Apps, inherent noise in tags); international standards for metadata (ISO, DCMI, IFLA, etc.) • Information retrieval: Browsing can permit serendipitous finding (Bates, 1989; Cloonan & Dove, 2007), A/V format retrieval (i.e. TREC 2001- TRECVID). 13
  • 14. Review of the Literature: Related Studies In the West: • Global and multicultural interface design (Cyr & Trevor-Smith, 2004). • With blind users: Soundtrack (Edwards, 1989); DAHNI: (Petrie, Morley, McNally, O’Neill, & Majoe, 1997) • Using new technologies: “earcons” (Blattner, Sumikawa, & Greenberg, 1989); SonicFinder (Gaver, 1986; Gaver, 1989); Speechskimmer (Arons, 1997). • Icon design: (Guastello, Traut, & Korienek, 1989; Kacmar & Carey, 1991; Shirk & Smith, 1994). In the developing world: • Digital libraries interfaces (Duncker, 2002; Deo, Nichols, Cunningham, Witten, & Trujillo, 2004). • Usabiilty of Web interfaces in the developing world:(Kettani, 2007; Knight, Gunawardena, Bouachrine, Dassanayake, Gnanakumar, & Kulasuriya, 2006; Medhi, Prasad, & Toyama, 2007; Yeo, 2001). • Mobile phones and ATMs: Storybank (Jones, Harwood, Buchanan, & Lalmas, 2007; Jones, Thom, Bainbridge, & Frohlich,2009), Nokia (Chipchase, 2008); ATMs (Angeli, Athavankarb, Joshib, Coventry, & Johnson, 2004). • Access among the poor (Klimaszewski & Nyce, 2009). 14
  • 15. Research Questions Cultural Usability: • RQ1: Should we attempt to provide online access to information for non-literate citizens in the developing world? – Can members of an oral culture benefit from digital libraries, and if so, how? • RQ2: Can the study of cultural usability contribute to the body of knowledge in the field of human-computer interactions (HCI)? – How does culture affect HCI? – Can an understanding of culture and obstacles to access inform DL design and promote usability? 15
  • 16. Research Questions (cont.) Systems Aspects: • RQ3: How can LIS theory inform the creation of a DL system for non-literate users? – Which aspects of organization of information theory and information retrieval theory can be applied to the special problem of a CHDL? – Can and should systems be adapted to meet non-literate user needs? – Do practices evident in the read/write Web enhance CHDL systems? • RQ4: What are the elements of DL interfaces that must be adapted for non-literate users and how should these elements be implemented? – How should CHDL interfaces adapt to culture? – How should CHDL interfaces adapt to level of literacy? – How should CHDL interfaces adapt to level of development? – How can DL systems be enhanced to facilitate current and future usability? – How does LIS theory assist in these design questions? 16
  • 17. Research Questions (cont.) One final research question represents the synthesis of the other two lines of questioning. • RQ5: How does Morocco exemplify the problems of culture, literacy, and development? – Can a case study of Morocco inform the study of access in the developing world? 17
  • 18. Methodology • Ethnographic methodologies: considering people (ethno-) and in describing (-graphy) them and their relationships to information access – There is no defining single method for ethnography (Lindlof & Taylor, 2002), – Unlike anthropological studies using ethnography, this study does not put forth research questions that seek to answer Why? (D. Hodgson, personal communication, October 16, 2009), but rather Can we …? and If so, how? – Primarily a literature-based study – Supplemented with in-country observations • Informal conversations • Informal observations 18 • Content analysis of websites
  • 19. References Allouh, M. (1998). Ibn Rushd: Thésaurus arabe-français relatif au Maghreb et à son environnement historico-culturel andalou et africain (1e éd.). Casablanca: Fondation du Roi Adbul-Aziz Al Saoud pour les Etudes Islamiques et les Sciences Humaines. Anderson, C. (2006). The long tail: Why the future of business is selling less of more. New York: Hyperion. Angeli, A. D., Athavankarb, U., Joshib, A., Coventry, L., & Johnson, G. I. (2004). Introducing ATMs in India: A contextual inquiry. Interacting with Computers, 16, 29–44. Arons, B. (1997). Speechskimmer: A system for interactively skimming recorded speech. ACM Transactions on Computer-Human Interaction (TOCHI), 4(1), 3- 38. Barber, W., & Badre, A. (1998). Culturability: The merging of culture and usability. Paper presented at the 4th Conference on Human Factors & the Web, Basking Ridge, NJ. Retrieved July 22, 2009. from http://research.microsoft.com/en-us/um/people/marycz/hfweb98/barber/ Bates, M. J. (1989). The design of browsing and berrypicking techniques for the online search interface. Online Review, 13, 407-424. Retrieved from http://comminfo.rutgers.edu/~tefko/Courses/612/Articles/Bates.pdf Blattner, M. M., Sumikawa, D. A., & Greenberg, R. M. (1989). Earcons and icons: Their structure and common design principles. Human-Computer Interaction, 4(1), 11. Borgman, C. L., Bates, M. J., Cloonan, M. V., Efthimiadis, E.N., Gilliland-Swetland, A. J., Kafai, Y. B., . . . Maddox, A. B. (1996, November). Social aspects of digital libraries. Final report to the National Science Foundation; Computer, Information Science, and Engineering Directorate; Division of Information, Robotics, and Intelligent Systems; Information Technology and Organizations Program. (Award number 9528808). Retrieved from http://is.gseis.ucla.edu/research/dig_libraries/UCLA_DL_Report.html Brady, F., Dyson, L. E., & Asela, T. (2008). Indigenous adoption of mobile phones and oral culture. In F. Sudweeks, H. Hrachovec, & C. Ess (Eds.), Cultural Attitudes Towards Technology and Communication 2008: Proceedings of the Sixth International Conference on Cultural Attitudes towards Technology and Communication (pp. 384-398) Murdoch, Australia: School of Information Technology, Murdoch University. Paper presented at the meeting of CATaC, Nîmes, France, 24-27 June 2008. Cédelle, L. (2008). Illiteracy: Impossible to hide. The Courier. Retrieved from http://portal.unesco.org/en/ev.php- URL_ID=44025&URL_DO=DO_TOPIC&URL_SECTION=201.html Chipchase, J. (2008). Reducing illiteracy as a barrier to mobile communication. In J. E. Katz (Ed.) Handbook of mobile communication studies (pp. 79-89). Cambridge: MIT Press. Cloonan, M. V., & Dove, J. G. (2007). The third law. In D. Kresh (Ed.) The whole digital library handbook. (pp. 374-377). Chicago: American Library Association. Cyr, D., & Trevor-Smith, H. (2004). Localization of web design: An empirical comparison of German, Japanese, and United States web site characteristics. Journal of the American Society for Information Science and Technology, 55(13), 1199–1208. Deo, S., Nichols, D. M., Cunningham, S. J., Witten, I. H., & Trujillo, M. F. (2004). Digital library access for illiterate users. Paper presented at the 2004 International Research Conference on Innovations in Information Technology. Retrieved April 30, 2009 from http://www.cs.waikato.ac.nz/~ihw/papers/04-SD-SJC-DN-IHW-Digitallibraryaccess.pdf Duncker, E. (2002). Cross-cultural usability of the library metaphor. Paper presented at the JCDL '02, Portland, Oregon, pp. 223-230. 19 Edwards, A. D. N. (1989). Soundtrack: An auditory interface for blind users. Human-Computer Interaction, 4, 45-66.
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  • 21. Thank you. Merci. ‫را‬ Questions? 21